Rockefeller Capital Management L.P.

CIK

1739439

City

NEW YORK

State / Country

Stock

MS — Morgan Stanley

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%

33 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$65,016,669	395,070	+4905.3%	Shares	Defined	2026-05-14
2025-12-31	$1,401,244	7,893	-87.1%	Shares	Defined	2026-03-17
2025-09-30	$9,746,632	61,315	+1096.6%	Shares	Defined	2025-11-14
2025-06-30	$721,766	5,124	-98.5%	Shares	Defined	2025-08-14
2025-03-31	$40,417,403	346,425	+40.6%	Shares	Defined	2025-05-14
2024-12-31	$30,967,977	246,325	+1226.8%	Shares	Defined	2025-02-13
2024-09-30	$1,935,215	18,565	-91.6%	Shares	Defined	2024-11-14
2024-06-30	$21,517,671	221,398	-45.6%	Shares	Defined	2024-08-12
2024-03-31	$38,296,000	406,712	+49.5%	Shares	Defined	2024-05-14
2023-12-31	$25,373,790	272,105	+22.7%	Shares	Defined	2024-02-14
2023-09-30	$18,110,729	221,755	+1045.1%	Shares	Defined	2023-11-14
2023-06-30	$1,653,771	19,365	-86.1%	Shares	Defined	2023-08-14
2023-03-31	$12,256,353	139,594	+634.7%	Shares	Defined	2023-05-16
2022-12-31	$1,615,294	18,999	-86.1%	Shares	Defined	2023-03-06
2022-09-30	$10,778,623	136,421	-6.7%	Shares	Defined	2022-11-02
2022-06-30	$11,121,568	146,221	+13642.6%	Shares	Defined	2022-08-12
2022-03-31	$92,993	1,064	+73.6%	Shares	Defined	2022-05-13
2021-12-31	$60,172	613	-99.2%	Shares	Defined	2022-02-14
2021-09-30	$7,254,849	74,554	+98.5%	Shares	Defined	2021-11-12
2021-06-30	$3,443,692	37,558	-13.7%	Shares	Defined	2021-08-10
2021-03-31	$3,381,238	43,539	-1.9%	Shares	Defined	2021-05-11
2020-12-31	$3,040,058	44,361	+3.2%	Shares	Defined	2021-02-12
2020-09-30	$2,078,131	42,981	-0.3%	Shares	Defined	2020-11-13
2020-06-30	$2,082,937	43,125	+3820.5%	Shares	Defined	2020-08-12
2020-03-31	$37,400	1,100	—	Shares	Defined	2020-05-12
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