Holders over time
- RKLB
- BA
| Quarter | RKLB | BA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 20 holders, $5.1bn |
| Q4 2020 | none listed holders, n.a. | 26 holders, $5.8bn |
| Q1 2021 | none listed holders, n.a. | 26 holders, $7.7bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $7.7bn |
| Q3 2021 | none listed holders, n.a. | 22 holders, $6.5bn |
| Q4 2021 | none listed holders, n.a. | 19 holders, $5.7bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $6.2bn |
| Q2 2022 | none listed holders, n.a. | 22 holders, $6.1bn |
| Q3 2022 | none listed holders, n.a. | 17 holders, $5.5bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $10.9bn |
| Q1 2023 | none listed holders, n.a. | 29 holders, $14.1bn |
| Q2 2023 | none listed holders, n.a. | 31 holders, $14.6bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q4 2023 | none listed holders, n.a. | 31 holders, $21.1bn |
| Q1 2024 | none listed holders, n.a. | 21 holders, $14.9bn |
| Q2 2024 | none listed holders, n.a. | 20 holders, $16.7bn |
| Q3 2024 | none listed holders, n.a. | 20 holders, $13.9bn |
| Q4 2024 | none listed holders, n.a. | 31 holders, $28.0bn |
| Q1 2025 | none listed holders, n.a. | 30 holders, $26.5bn |
| Q2 2025 | 9 holders, $1.2bn | 32 holders, $32.3bn |
| Q3 2025 | 11 holders, $2.1bn | 33 holders, $30.6bn |
| Q4 2025 | 15 holders, $3.8bn | 34 holders, $29.2bn |
| Q1 2026 | 17 holders, $2.6bn | 31 holders, $26.7bn |
| Q2 2026 | 13 holders, $4.5bn | 25 holders, $31.0bn |
Rocket Lab Corp
- Holders
- 15
- Reported value
- $3.8bn
- Buyers
- 19
- Sellers
- 17
Breadth +2 among 92 comparable managers.
Boeing Co
- Holders
- 34
- Reported value
- $29.2bn
- Buyers
- 25
- Sellers
- 20
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Both (9)
AllianceBernstein LP, Capital World Investors, Caxton Associates LLP, Invesco Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Winton Group Ltd
Only RKLB (6)
ARK Investment Management LLC, Baillie Gifford & Co, D. E. Shaw & Co., Polen Capital Management LLC, Steadfast Capital Management LP, Voloridge Investment Management LLC
Only BA (25)
Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.