Position in BGC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,968,059
-$2,978,083 QoQ
Shares Held
1,213,102
-25.6% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#38
of 367 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. BGC ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in BGC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,968,059 | 1,213,102 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,946,142 | 1,630,485 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,688,201 | 2,316,708 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $20,052,919 | 2,119,759 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,953,262 | 2,145,969 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,585,186 | 2,026,738 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,579,393 | 1,388,454 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||