Rockefeller Capital Management L.P.
Position in PWP — Perella Weinberg Partners
CIK 1739439
NEW YORK, NY
Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,609,473
-$1,890,034 QoQ
Shares Held
664,754
-3.4% QoQ
Ownership
0.707%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 163 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP 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. PWP ranks #10 (2.0% 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 PWP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,609,473 | 664,754 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,499,507 | 688,299 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,035,522 | 695,695 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $15,242,605 | 714,944 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||