Rockefeller Capital Management L.P.

CIK
0001739439
City
NEW YORK
State / Country
NY

Top Portfolio Positions

2,788 positions · $25,394,325,624 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
8,041,916 $3,889,231,415 15.32%
AAPL
Apple Inc.
10,269,765 $2,791,938,312 10.99%
TMO
Thermo Fisher Scientific Inc.
2,452,586 $1,421,150,957 5.60%
JPM
Jpmorgan Chase & Co
Financial Services
4,221,096 $1,360,121,552 5.36%
CRM
Salesforce, Inc.
4,222,954 $1,118,702,743 4.41%
SHOP
Shopify Inc.
6,132,187 $987,098,141 3.89%
SHW
Sherwin Williams Co
1,923,524 $623,279,481 2.45%
UNH
Unitedhealth Group Inc
1,823,557 $601,974,401 2.37%
WMT
Walmart Inc.
3,446,899 $384,019,016 1.51%
CVX
Chevron Corp
2,471,307 $376,651,899 1.48%

Portfolio Trend

32 quarters · across all stocks

Holdings in CRESY

Export CSV

Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2025-12-31 $101,608 8,045
2025-09-30 $71,607 7,978
2022-12-31 $45,588 7,731
2022-09-30 $37,275 7,731
2022-06-30 $35,229 7,930
2022-03-31 $55,878 7,731
2021-12-31 $32,164 7,731
2021-09-30 $33,050 7,731
2021-06-30 $40,750 7,731
2021-03-31 $35,571 7,731
2020-12-31 $32,641 7,731
2020-09-30 $19,148 7,731
2020-06-30 $20,170 7,731
2020-03-31 $23,714 7,731