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CIK: 0001739439
Total reported value
$65.2B
$65.2B
1714 檔
11.2%
According to the latest 13F quarterly dataset, Rockefeller Capital Management L.P. managed an equity portfolio of $65.2B at the end of Q2 2025, spanning 1714 distinct U.S. exchange-listed positions.
In Q2 2025, Rockefeller Capital Management L.P. displayed an active expansion posture, initiating 13 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1714 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -0.40% | +24.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.60% | -0.16% | +0.75% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | +0.05% | +8.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.13% | +0.96% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.04% | +7.51% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | +0.11% | +3.10% | |
| 7 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 1.64% | -0.01% | +1.35% | |
| 8 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.61% | — | +1.50% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.14% | +4.72% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.15% | +9.75% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.05% | +1.22% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.03% | +11.37% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | +0.14% | +6.31% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.05% | +0.87% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | — | +5.57% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.10% | -0.38% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.02% | +3.26% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.21% | +8.15% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.13% | +2.80% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.01% | +5.12% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.17% | +15.40% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | +0.02% | -8.45% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 0.53% | -0.05% | -17.89% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.53% | +0.22% | +28.72% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.03% | +2.79% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | — | +5.43% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.09% | +7.29% | |
| 28 | SHEL | Shell Plc-adr | Stock-Energy | 0.51% | -0.13% | +14.22% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | -0.04% | +14.45% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | -0.01% | +1.49% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.01% | +12.71% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.18% | +15.62% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.02% | +2.02% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.40% | +26.27% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.20% | -87.79% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.17% | -3.19% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.22% | +6.26% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.02% | -14.02% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.09% | +5.66% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | +0.01% | +9.10% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.13% | +19.80% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.07% | +11.14% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | +8.30% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.37% | -0.03% | +6.05% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | -0.02% | +9.98% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.07% | +3.12% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.36% | +0.17% | +21.81% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.04% | +1.11% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.09% | +16.42% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.06% | +8.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | +24.18% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +8.24% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +3.10% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +9.75% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | +7.51% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +28.72% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +11.37% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | +14.45% | Add |
| 9 | GEV | GE Vernova Inc | +0.2% | +21.81% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +26.27% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +108.27% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.31% | Add |
| 13 | SHOP | Shopify Inc - Class A | +0.1% | +81.63% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.80% | Add |
| 15 | HLN | Haleon Plc-adr | +0.1% | +5670.09% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +11.14% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +3.09% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.72% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +58.65% | Add |
| 20 | COIN | Coinbase Global Inc -class A | +0.1% | +12.54% | Add |
| 21 | RSG | Republic Services Inc | +0.1% | +68.38% | Add |
| 22 | SPOT | Spotify Technology S.A. | +0.1% | +138.69% | Add |
| 23 | XLK | Ss Technology Select Sector | +0.1% | +7.29% | Add |
| 24 | GE | General Electric | +0.1% | +18.57% | Add |
| 25 | COF | Capital One Financial CORP | +0.1% | +180.37% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.26% | Add |
| 27 | VUG | Vanguard Growth ETF | +0.1% | +17.60% | Add |
| 28 | TSLA | Tesla Inc | +0.1% | +8.30% | Add |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | +24.86% | Add |
| 30 | SOXX | Ishares Semiconductor ETF | +0.1% | +12.70% | Add |
| 31 | DAL | Delta Air Lines Inc | +0.1% | +101.20% | Add |
| 32 | ARES | Ares Management CORP - A | +0.1% | +115.73% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +12.71% | Add |
| 34 | PANW | Palo Alto Networks Inc | +0.1% | +6.26% | Add |
| 35 | CSCO | Cisco Systems Inc | +0.1% | +16.42% | Add |
| 36 | AMAT | Applied Materials Inc | +0.1% | +20.33% | Add |
| 37 | PH | Parker Hannifin CORP | +0.1% | +27.02% | Add |
| 38 | MU | Micron Technology Inc | +0.1% | +35.19% | Add |
| 39 | SIG | Signet Jewelers Limited | +0.1% | NEW | New buy |
| 40 | HUBS | Hubspot Inc | +0.1% | NEW | New buy |
| 41 | ROKU | Roku Inc | +0.1% | +83.37% | Add |
| 42 | GLD | Spdr Gold Shares | 0% | +15.40% | Add |
| 43 | EFA | Ishares Msci Eafe ETF | 0% | +9.98% | Add |
| 44 | IBM | Intl Business Machines CORP | 0% | +10.20% | Add |
| 45 | VEU | Vanguard Ftse All-world Ex-u | 0% | +15.86% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | 0% | +21.10% | Add |
| 47 | ASML | ASML Holding N.V. | 0% | +15.54% | Add |
| 48 | COP | Conocophillips | 0% | +71.93% | Add |
| 49 | GLDM | Spdr Gold Minishares Trust | 0% | +101.23% | Add |
| 50 | SNOW | Snowflake Inc | 0% | +23.22% | 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 1714 disclosed positions in Q2 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 MSFT, SPY, NVDA) accounted for 11.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
SIG
市值: $24.5M
Top Position Liquidated / Trimmed
BERYEUR
前期市值: $20.8M
During Q2 2025, Rockefeller Capital Management L.P.'s top holdings by market value included MSFT (4.2%)、SPY (3.6%)、NVDA (2.9%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q2 2025, Rockefeller Capital Management L.P. made 200 total portfolio adjustments, initiating 13 new buys, adding to 136 positions, trimming 45 holdings, and fully liquidating 6 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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