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CIK: 0001739439
Total reported value
$65.2B
$65.2B
1654 檔
9.8%
The Q1 2025 SEC filing reveals that Rockefeller Capital Management L.P. held a total portfolio value of $65.2B, covering 1654 public equity positions.
In Q1 2025, Rockefeller Capital Management L.P. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1654 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | Stock-Tech | 3.73% | -0.20% | +944.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.62% | -0.16% | +5.87% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.13% | +5.29% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.40% | +9.77% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.04% | +6.63% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.05% | +12.49% | |
| 7 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 1.66% | -0.01% | -9.19% | |
| 8 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.62% | — | -3.67% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.14% | +3.10% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.05% | +0.12% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.14% | +19.13% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.15% | +20.11% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.03% | +2.61% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.05% | +9.95% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.11% | +2.71% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | — | +12.10% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.10% | +20.22% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.21% | +5.66% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.02% | +11.02% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.13% | -7.47% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.01% | +12.26% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.03% | +18.21% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.62% | +0.02% | -11.00% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.05% | +14.72% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.17% | +6.52% | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 0.53% | -0.13% | +16.64% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | — | +7.65% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | -0.01% | +7.48% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.17% | +13.95% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | -0.01% | -4.57% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.18% | +7.11% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.02% | +2.31% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | +0.09% | +1.59% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.09% | +1.41% | |
| 35 | RGA | Reinsurance Group Of America | Stock-Financials | 0.43% | -0.01% | -7.89% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.04% | +19.05% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.01% | +7.47% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.02% | +3.75% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.07% | +8.87% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.03% | -2.82% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | -0.05% | +10.14% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.04% | -1.96% | |
| 43 | SNPS | Synopsys Inc | Stock-Tech | 0.37% | — | +1327.60% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | +13.76% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.01% | +8.09% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.35% | +0.01% | +14.87% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | — | +5.40% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.35% | -0.03% | -1.96% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.34% | +0.22% | +1.77% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.34% | -0.12% | -14.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | RGEF | Rockefeller Global Eqty ETF | — | NEW | New buy |
| 8 | RSMC | Rockefeller US Small-mid Cap | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 11 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 19 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 23 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 24 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 25 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 26 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 27 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 28 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 32 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 33 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 34 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 35 | RGA | Reinsurance Group Of America | — | NEW | New buy |
| 36 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 37 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 38 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 39 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 40 | ABBV | Abbvie Inc | — | NEW | New buy |
| 41 | AMGN | Amgen Inc | — | NEW | New buy |
| 42 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 43 | SNPS | Synopsys Inc | — | NEW | New buy |
| 44 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 45 | KO | Coca-cola Co/the | — | NEW | New buy |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 48 | BLK | Blackrock Inc | — | NEW | New buy |
| 49 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 50 | T | At&t Inc | — | NEW | New buy |
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 1654 disclosed positions in Q1 2025.
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 CRM, SPY, AAPL) accounted for 9.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
CRM
市值: $1.5B
During Q1 2025, Rockefeller Capital Management L.P.'s top holdings by market value included CRM (3.7%)、SPY (3.6%)、AAPL (3.3%). The largest single position, CRM, represented 3.7% of total portfolio value.
In Q1 2025, Rockefeller Capital Management L.P. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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