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 429 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$23,440
0.0% of portfolio
|
Q2 2022
Added 66.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
500
shares
|
$23,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$23,440
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
470
shares
|
$22,033
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
458
shares
|
$21,471
0.01% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
425
shares
|
$19,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
424
shares
|
$19,877
0.0% of portfolio
|
Q1 2025
Reduced 91.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
419
shares
|
$19,642
0.0% of portfolio
|
Q4 2024
Added 104.39%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
391
shares
|
$18,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
380
shares
|
$17,814
0.0% of portfolio
|
Q1 2025
Added 566.67%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
375
shares
|
$17,580
0.0% of portfolio
|
Q1 2025
Reduced 81.55%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
375
shares
|
$17,580
0.0% of portfolio
|
Q1 2025
Added 650.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
371
shares
|
$17,392
0.0% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
365
shares
|
$17,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
331
shares
|
$15,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
313
shares
|
$14,673
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
310
shares
|
$14,532
0.0% of portfolio
|
Q3 2022
Added 181.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
300
shares
|
$14,064
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
285
shares
|
$13,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
250
shares
|
$11,720
0.0% of portfolio
|
Q1 2025
Reduced 63.82%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
250
shares
|
$11,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
250
shares
|
$11,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
247
shares
|
$11,579
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
244
shares
|
$11,438
0.0% of portfolio
|
Q1 2025
Added 69.44%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
205
shares
|
$9,610
0.0% of portfolio
|
Q1 2025
Added 105.0%
|