Rockefeller Capital Management L.P.

CIK
1739439
City
NEW YORK
State / Country
NY

Top Portfolio Positions

3,252 positions · $37,482,482,937 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
2,946,267 $1,916,075,278 5.11%
AAPL
Apple Inc.
Technology
6,683,923 $1,696,312,814 4.53%
NVDA
Nvidia Corp
Technology
9,029,958 $1,574,824,671 4.20%
MSFT
Microsoft Corp
Technology
4,033,392 $1,493,040,714 3.98%
GOOGL
Alphabet Inc.
Communication Services
4,297,315 $1,235,735,897 3.30%
AMZN
Amazon Com Inc
Consumer Cyclical
5,897,727 $1,228,319,598 3.28%
AVGO
Broadcom Inc.
Technology
2,996,496 $927,445,472 2.47%
JPM
Jpmorgan Chase & Co
Financial Services
2,409,554 $708,794,401 1.89%
QQQ
Invesco Qqq Trust, Series 1
1,130,072 $652,254,956 1.74%
META
Meta Platforms, Inc.
Communication Services
1,054,928 $603,555,954 1.61%

Portfolio Trend

33 quarters · across all stocks

Holdings in EPD

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $81,136,073 2,144,188
2025-12-31 $61,756,216 1,926,270
2025-09-30 $59,262,216 1,895,178
2025-06-30 $2,986,325 96,302
2025-03-31 $56,516,380 1,655,430
2024-12-31 $55,997,293 1,785,628
2024-09-30 $48,845,123 1,677,950
2024-06-30 $48,403,032 1,670,222
2024-03-31 $43,565,856 1,493,004
2023-12-31 $38,828,779 1,473,578
2023-09-30 $39,316,840 1,436,494
2023-06-30 $35,035,039 1,329,603
2023-03-31 $36,868,778 1,423,505
2022-12-31 $2,091,035 86,693
2022-09-30 $2,061,559 86,693
2022-06-30 $25,145,989 1,031,842
2022-03-31 $28,662,004 1,110,500
2021-12-31 $22,990,341 1,046,919
2021-09-30 $20,600,089 951,945
2021-06-30 $18,888,191 782,768
2021-03-31 $15,679,913 712,076
2020-12-31 $11,796,744 602,182
2020-09-30 $8,891,711 563,123
2020-06-30 $9,516,737 523,761
2020-03-31 $5,500,437 384,646