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CIK: 0001739439
Total reported value
$65.2B
$65.2B
4427 檔
12.6%
During the Q3 2025 filing period, Rockefeller Capital Management L.P. (CIK: 0001739439) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $65.2B across 4427 reported positions.
In Q3 2025, Rockefeller Capital Management L.P. displayed an active expansion posture, initiating 19 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4427 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.40% | -1.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | -0.16% | +0.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.12% | +0.13% | +2.85% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | +0.05% | +0.78% | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 2.55% | -0.20% | +698.22% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.04% | -1.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.14% | +2.12% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | +0.11% | +5.26% | |
| 9 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 1.46% | -0.01% | -5.61% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.05% | +3.72% | |
| 11 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.43% | — | -1.84% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.03% | +0.02% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.14% | +1.42% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.15% | -2.10% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.05% | +1.72% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.10% | +2.22% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | — | +1.76% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.02% | +2.80% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.21% | +0.76% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | +4.67% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.02% | +52.51% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.13% | +0.16% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.17% | -2.97% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.53% | +0.02% | -0.53% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.04% | -8.68% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.51% | -0.05% | +2.29% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.03% | +3.20% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | — | +2.74% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | +0.09% | -4.63% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | -0.01% | +9.03% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.01% | +1.12% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.01% | -5.32% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.22% | -6.97% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.18% | +3.65% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.13% | -1.20% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.01% | +18.19% | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.39% | -0.13% | -15.29% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.17% | +11.42% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.38% | +0.22% | +11.33% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.37% | -0.03% | +2.31% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.37% | +0.17% | -0.70% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | +0.01% | +4.84% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.07% | -0.55% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.03% | +5.43% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.03% | -3.69% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.09% | +2.97% | |
| 47 | SNPS | Synopsys Inc | Stock-Tech | 0.35% | — | +1245.61% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.02% | +7.12% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | — | +25.73% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.02% | -9.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +0.78% | Add |
| 2 | MSFT | Microsoft CORP | +1% | -1.18% | Add |
| 3 | AVGO | Broadcom Inc | +0.8% | +5.26% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +2.12% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.2% | -8.68% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +2.22% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +52.51% | Add |
| 8 | GEV | GE Vernova Inc | +0.2% | -0.70% | Add |
| 9 | SHOP | Shopify Inc - Class A | +0.2% | +0.99% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.02% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.20% | Add |
| 12 | ANET | Arista Networks Inc | +0.1% | +34.46% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | -5.32% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | -3.69% | Trim |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +8.52% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +18.19% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.42% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -2.10% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.97% | Add |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.68% | Add |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -6.07% | Add |
| 22 | MELI | Mercadolibre Inc | +0.1% | +177.67% | Add |
| 23 | HLN | Haleon Plc-adr | +0.1% | -0.03% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | +0.33% | Add |
| 25 | VTV | Vanguard Value ETF | +0.1% | +18.20% | Add |
| 26 | GE | General Electric | +0.1% | -5.51% | Add |
| 27 | VB | Vanguard Small-cap ETF | +0.1% | +35.43% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +0.46% | Add |
| 29 | VXUS | Vanguard Total Intl Stock | +0.1% | +83.97% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.80% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.03% | Add |
| 32 | SOXX | Ishares Semiconductor ETF | +0.1% | +10.75% | Add |
| 33 | URI | United Rentals Inc | +0.1% | +10.76% | Add |
| 34 | ASML | ASML Holding N.V. | +0.1% | +2.01% | Add |
| 35 | COIN | Coinbase Global Inc -class A | +0.1% | -0.27% | Add |
| 36 | GLDM | Spdr Gold Minishares Trust | +0.1% | +17.28% | Add |
| 37 | SNOW | Snowflake Inc | +0.1% | +29.45% | Add |
| 38 | GLD | Spdr Gold Shares | +0.1% | -2.97% | Add |
| 39 | XLK | Ss Technology Select Sector | +0.1% | -4.63% | Add |
| 40 | AMD | Advanced Micro Devices | +0.1% | -24.24% | Trim |
| 41 | PH | Parker Hannifin CORP | +0.1% | +3.55% | Add |
| 42 | AMAT | Applied Materials Inc | +0.1% | -2.79% | Add |
| 43 | VRT | Vertiv Holdings Co-a | +0.1% | +35.17% | Add |
| 44 | SPOT | Spotify Technology S.A. | +0.1% | -5.09% | Add |
| 45 | SCHF | Schwab Intl Equity ETF | +0.1% | +520.84% | Add |
| 46 | BP | Bp Plc-spons Adr | +0.1% | +454.86% | Add |
| 47 | PANW | Palo Alto Networks Inc | 0% | +11.33% | Add |
| 48 | LHX | L3harris Technologies Inc | 0% | +0.17% | Add |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | +6.32% | Add |
| 50 | GDX | Vaneck Gold Miners ETF | 0% | +1.51% | 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 4427 disclosed positions in Q3 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, AAPL) accounted for 12.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-A
市值: $65.6M
Top Position Liquidated / Trimmed
AZEK
前期市值: $37.0M
During Q3 2025, Rockefeller Capital Management L.P.'s top holdings by market value included MSFT (3.9%)、SPY (3.5%)、AAPL (3.1%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q3 2025, Rockefeller Capital Management L.P. made 200 total portfolio adjustments, initiating 19 new buys, adding to 133 positions, trimming 44 holdings, and fully liquidating 4 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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