Rocket Lab USA, Inc. (RKLB)
What changed in recent filings
- Space Systems segment 72% → 68%Jun 30, 2024 → Mar 31, 2026
- Institutions — 5 new · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Rocket Lab USA, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2025 Q2: 4 → 2026 Q2: 8 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Rocket Lab USA, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- ARK Invest1.08% of portfolio · since 2025 Q2
- Baillie Gifford & Co0.96% of portfolio · since 2025 Q2
- Bridgewater Associatesunder 0.01% of portfolio · since 2025 Q3
- Point72 Asset ManagementNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Capital World Investors0.09% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.02% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.04% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Rocket Lab Corp is engaged in space, building rockets, and spacecraft. It provides end-to-end mission services that provide frequent and reliable access to space for civil, defense, and commercial markets. It designs and manufactures the Electron and Neutron launch vehicles and Photon satellite platform. Rocket Lab's Electron launch vehicle has delivered multiple satellites to orbit for private and public sector organizations, enabling operations in national security, scientific research, space debris mitigation, Earth observation, climate monitoring, and communications. The business operates in two segments Launch Services and Space Systems. Geographically it serves Japan, and rest of the world and earns key revenue from the United States.
What is the Defense & Aerospace sector?
Defense, aerospace, and government contracts. Benefits from geopolitical tension.
Rocket Lab USA, Inc. is classified under the Defense & Aerospace sector. See peers below.
RKLB segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
RKLB on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
Peers · Defense & Aerospace
RKLB FAQ
What is Rocket Lab USA, Inc. (RKLB)?
Rocket Lab Corp is engaged in space, building rockets, and spacecraft. It provides end-to-end mission services that provide frequent and reliable access to space for civil, defense, and commercial markets. It designs and manufactures the Electron and Neutron launch vehicles and Photon satellite platform. Rocket Lab's Electron launch vehicle has delivered multiple satellites to orbit for private and public sector organizations, enabling operations in national security, scientific research, space debris mitigation, Earth observation, climate monitoring, and communications. The business operates in two segments Launch Services and Space Systems. Geographically it serves Japan, and rest of the world and earns key revenue from the United States.
What sector is Rocket Lab USA, Inc. in?
Rocket Lab USA, Inc. is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.
Where can I analyze Rocket Lab USA, Inc. (RKLB) stock?
On Stocklore you can see RKLB's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.