Institutional Ownership Rocket Lab Usa, Inc. (RKLB)
This table provides information about the institutional ownership of Rocket Lab Usa, Inc. (RKLB). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,002
shares
|
$45,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$45,540
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
910
shares
|
$41,441
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
900
shares
|
$40,986
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
837
shares
|
$38,116
0.02% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$22,770
0.0% of portfolio
|
Q2 2022
Added 66.67%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
400
shares
|
$18,216
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
310
shares
|
$14,117
0.0% of portfolio
|
Q3 2022
Added 181.82%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
285
shares
|
$12,978
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
155
shares
|
$7,058
0.0% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
150
shares
|
$6,831
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
123
shares
|
$5,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$4,554
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$3,051
0.0% of portfolio
|
Q4 2024
Reduced 95.32%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2025
Reduced 99.03%
|
|