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CIK: 0001739439
Total reported value
$65.2B
$65.2B
1652 檔
9.2%
In Q4 2024, Rockefeller Capital Management L.P.'s U.S. equity holdings reached a combined market value of $65.2B, distributed across 1652 disclosed stock positions.
Rockefeller Capital Management L.P. executed strategic sector rebalancing during Q4 2024, establishing 21 new positions while fully exiting 16 holdings and trimming 88 positions.
Showing top 200 holdings (of 1652 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.75% | -0.16% | +0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.71% | +0.13% | -0.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.40% | -5.56% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | +0.04% | -1.62% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.05% | -2.08% | |
| 6 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.91% | — | — | |
| 7 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 1.87% | -0.01% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | +0.14% | -0.92% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.05% | +3.90% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | +0.11% | -1.23% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.03% | +9.90% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.14% | +2.45% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.05% | +2.87% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.15% | -8.81% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | — | -6.24% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.10% | -8.36% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.13% | +1.60% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | +0.02% | +6.23% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.21% | -21.50% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | +0.02% | +5.28% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.01% | +2.45% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.01% | +2.41% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.03% | -4.29% | |
| 24 | RGA | Reinsurance Group Of America | Stock-Financials | 0.53% | -0.01% | -27.38% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | -0.01% | +19.81% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.02% | +9.26% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | — | +27.02% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.09% | +1.26% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | -0.01% | +0.07% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.03% | +1.47% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.20% | -5.46% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.02% | +6.01% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | +0.04% | +0.75% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.17% | +4.45% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.05% | +29.64% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.09% | +2.41% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.03% | +12.76% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.18% | -4.81% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.41% | -0.03% | — | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.40% | -0.13% | -20.19% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.17% | -6.56% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.07% | +6.13% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.04% | +17.96% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | -0.07% | +3.79% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.01% | -2.52% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.22% | +98.11% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | +0.07% | +25.89% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.06% | -7.68% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | — | +2.83% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.03% | -8.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSMC | Rockefeller US Small-mid Cap | +1.9% | NEW | New buy |
| 2 | RGEF | Rockefeller Global Eqty ETF | +1.9% | NEW | New buy |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.3% | -1.23% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.62% | Trim |
| 6 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +9.90% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | +2.41% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +14.71% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.92% | Trim |
| 11 | SHOP | Shopify Inc - Class A | +0.2% | +298.75% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -0.29% | Trim |
| 13 | SOUN | Soundhound Ai Inc-a | +0.1% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.1% | -2.08% | Trim |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +32.75% | Add |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +27.02% | Add |
| 17 | RMOP | Rockefeller Opport Muni ETF | +0.1% | +62.68% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +212.48% | Add |
| 19 | VTV | Vanguard Value ETF | +0.1% | +51.70% | Add |
| 20 | LHX | L3harris Technologies Inc | +0.1% | +111.76% | Add |
| 21 | DDOG | Datadog Inc - Class A | +0.1% | +1324.19% | Add |
| 22 | PAAA | Pgim Aaa Clo ETF | +0.1% | +543.96% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.08% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +25.89% | Add |
| 25 | QTWO | Q2 Holdings Inc | +0.1% | +208.72% | Add |
| 26 | XYZ | Block Inc | +0.1% | +86.64% | Add |
| 27 | CW | Curtiss-wright CORP | +0.1% | +557.86% | Add |
| 28 | SNX | TD Synnex CORP | +0.1% | +1877.19% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | +0.1% | +6.23% | Add |
| 30 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +48.98% | Add |
| 31 | KFY | Korn Ferry | +0.1% | +113.19% | Add |
| 32 | IEX | Idex CORP | +0.1% | NEW | New buy |
| 33 | AZEK | Azek Co Inc/the | +0.1% | +101.49% | Add |
| 34 | CRM | Salesforce Inc | +0.1% | -5.46% | Trim |
| 35 | NFLX | Netflix Inc | +0.1% | +3.20% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.89% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +138.59% | Add |
| 38 | COIN | Coinbase Global Inc -class A | +0.1% | +35.72% | Add |
| 39 | CCL1EUR | Carnival CORP LTD | +0.1% | +484.57% | Add |
| 40 | NDAQ | Nasdaq Inc | +0.1% | +160.33% | Add |
| 41 | EQT | Eqt CORP | +0.1% | +412.22% | Add |
| 42 | COF | Capital One Financial CORP | +0.1% | +86.69% | Add |
| 43 | SKAA | Skechers USA Inc-cl A | +0.1% | +545.25% | Add |
| 44 | AAL | American Airlines Group Inc | +0.1% | +3191.19% | Add |
| 45 | VO | Vanguard Mid-cap ETF | 0% | +17.78% | Add |
| 46 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +30.70% | Add |
| 47 | AIT | Applied Industrial Tech Inc | 0% | NEW | New buy |
| 48 | CROX | Crocs Inc | 0% | NEW | New buy |
| 49 | ET | Energy Transfer LP | 0% | +5.85% | Add |
| 50 | IWR | Ishares Russell Mid-cap ETF | 0% | +33.21% | Add |
According to official SEC Form 13F filings, Rockefeller Capital Management L.P. reported a total U.S. public equity portfolio value of $65.2B across 1652 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, MSFT) accounted for 9.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
RSMC
市值: $739.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $142.0M
During Q4 2024, Rockefeller Capital Management L.P.'s top holdings by market value included SPY (3.8%)、AAPL (3.7%)、MSFT (3.1%). The largest single position, SPY, represented 3.8% of total portfolio value.
In Q4 2024, Rockefeller Capital Management L.P. made 200 total portfolio adjustments, initiating 21 new buys, adding to 75 positions, trimming 88 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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