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 SO

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $22,766,073 235,869
2025-12-31 $19,676,069 225,643
2025-09-30 $4,032,463 42,550
2025-06-30 $21,045,598 229,180
2025-03-31 $19,528,340 212,380
2024-12-31 $13,730,563 166,795
2024-09-30 $15,330,599 170,000
2024-06-30 $12,651,666 163,100
2024-03-31 $14,123,164 196,866
2023-12-31 $122,008 1,740
2023-09-30 $7,640,583 118,056
2023-06-30 $8,093,501 115,210
2023-03-31 $6,282,238 90,288
2022-12-31 $7,095,225 99,359
2022-09-30 $4,897,972 72,029
2022-06-30 $4,194,882 58,826
2022-03-31 $3,755,727 51,796
2021-12-31 $46,840 683
2021-09-30 $2,360,685 38,094
2021-06-30 $2,101,693 34,733
2021-03-31 $1,169,664 18,817
2020-12-31 $1,005,854 16,374
2020-09-30 $702,962 12,965
2020-06-30 $643,614 12,413
2020-03-31 $552,661 10,208