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Rocket Lab: which funds own it

Industrials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it.

Who owns Rocket Lab?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Beck Peter (13D/A filed Jan 10, 2025) and VK Services (13D/A filed Feb 18, 2025). As of Jun 30, 2026, the largest holders reported on Form 13F were UNICOM Systems (702,635 shares), Berkshire Capital Holdings (136,690 shares) and Harvest Fund Management (45,062 shares).

Which institutions hold the most Rocket Lab shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. UNICOM Systems: 702,635 shares
  2. 2. Berkshire Capital Holdings: 136,690 shares
  3. 3. Harvest Fund Management: 45,062 shares
  4. 4. Torray Investment Partners: 4,500 shares
  5. 5. Cascades Capital Asset Management: 1,032 shares
  6. 6. Your Advocates Ltd., LLP: 971 shares
  7. 7. Berbice Capital Management: 400 shares
  8. 8. Horizon Financial Services: 42 shares
  9. 9. RMG Wealth Management: 15 shares

Sources:13D/A by Beck Peter (Jan 10, 2025) ↗13D/A by VK Services (Feb 18, 2025) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Rocket Lab revenue

Rocket Lab reported annual revenue of $601.8 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
—
All 13F: 10
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$101.65
+58.3% in the quarter · reported value ÷ shares, not the quote

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders (all 13F filers)

  • UNICOM Systems703 KType not verified · 0.12% of the company+45 K
  • Berkshire Capital Holdings137 KInvestment firm · 0.02% of the company+137 K
  • Harvest Fund Management45 KType not verified · 0.01% of the company+43 K
  • Torray Investment Partners4,500Type not verified · 0.00% of the company−4,500
  • Cascades Capital Asset Management1,032Type not verified · 0.00% of the company+1,032
  • Your Advocates Ltd., LLP971Type not verified · 0.00% of the company+971
  • Berbice Capital Management400Type not verified · 0.00% of the company0
  • Horizon Financial Services42Type not verified · 0.00% of the company+42
  • RMG Wealth Management15Wealth adviser · 0.00% of the company+15

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.

Profitability
Operating margin
-29.1%
Net margin
-21.5%
ROE
-4.7%
Growth
Revenue (TTM)
$769M
Revenue growth
52.5%
Net income (TTM)
$-165M
Balance sheet
Net debt / EBITDA
—
Free cash flow (TTM)
$-371M
Quality vs sector
—

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 530.7 M

530.7 M0
20202025

There is a jump that may be an undetected split: we do not show the changes.

Buybacks (FY 2025)
no data
Share issuance
$1.1 bn
Stock-based compensation
$71.1M11.8% of revenue
Dividends paid
no data

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
no datanot calculated with negative net income
Interest coverage (operating income ÷ interest)
−8.6 timesnegative operating income
Debt due within 12 months
no data

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Jun 5, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Apr 14, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

    «Rocket Lab Completes Mynaric Acquisition, Adding Laser Optical Communications To Growing Space Systems Portfolio»

  • Mar 30, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Nov 10, 2025Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Rocket Lab Announces Third Quarter 2025 Financial Results, Posts Record Quarterly Revenue of $155m, Representing 48% Year-on-Year Growth at Record Gross Margins»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

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