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CIK: 0001739439
Total reported value
$65.2B
$65.2B
4670 檔
13.1%
According to the latest 13F quarterly dataset, Rockefeller Capital Management L.P. managed an equity portfolio of $65.2B at the end of Q4 2025, spanning 4670 distinct U.S. exchange-listed positions.
In Q4 2025, Rockefeller Capital Management L.P. displayed an active expansion posture, initiating 2 new positions and adding to 144 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4670 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 | 3.48% | -0.16% | +6.86% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.40% | +3.92% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.13% | +3.92% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.05% | +3.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.14% | +1.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.04% | +7.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.78% | +0.11% | -0.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.05% | +14.66% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.03% | +7.76% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.05% | +29.84% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.14% | +3.33% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.15% | +14.39% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.10% | -1.37% | |
| 14 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 1.12% | -0.01% | -20.07% | |
| 15 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 0.94% | — | -25.57% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.02% | +20.78% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.21% | +5.46% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | — | +4.32% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.17% | +13.17% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +11.80% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.13% | +20.43% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.01% | +18.95% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | -0.01% | +28.48% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | -0.01% | +14.14% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | +0.01% | +40.57% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | — | +8.19% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.03% | +8.47% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | +0.09% | +113.08% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.48% | +0.13% | +16.43% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.01% | +55.39% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.05% | +16.47% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | -0.04% | +24.83% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.43% | +0.22% | +16.67% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | +0.01% | +21.16% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.42% | +0.17% | +16.35% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.42% | -0.03% | +32.94% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.18% | +2.31% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.20% | -84.19% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.09% | +19.80% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.17% | +13.02% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.07% | +15.19% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | — | +22.20% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | -0.05% | +27.52% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | -0.02% | +11.47% | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.13% | -1.43% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.08% | +28.46% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.03% | +10.14% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.01% | +33.90% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.12% | +22.19% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.04% | -24.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.33% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.2% | +29.84% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | +5.46% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.37% | Trim |
| 5 | RMOP | Rockefeller Opport Muni ETF | +0.2% | +110.52% | Add |
| 6 | VTV | Vanguard Value ETF | +0.1% | +55.39% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.1% | +40.57% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.1% | +24.83% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.1% | +33.22% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.66% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | +20.78% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +7.65% | Add |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +28.48% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | +27.52% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +22.19% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +13.17% | Add |
| 17 | KO | Coca-cola Co/the | +0.1% | +33.90% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +25.59% | Add |
| 19 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +116.24% | Add |
| 20 | JPIE | Jpmorgan Income ETF | +0.1% | +1680.66% | Add |
| 21 | CGGR | Cap Group Growth Equity | +0.1% | +593.23% | Add |
| 22 | AVLV | Avantis US Large Cap Value | +0.1% | +453.77% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.43% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +28.46% | Add |
| 25 | NEE | Nextera Energy Inc | +0.1% | +33.48% | Add |
| 26 | TEL | TE Connectivity plc | +0.1% | +34.27% | Add |
| 27 | PH | Parker Hannifin CORP | +0.1% | +19.61% | Add |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +440.46% | Add |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +129.01% | Add |
| 30 | IUS | Invesco Rafi Strategic US Et | +0.1% | +11234.52% | Add |
| 31 | SLB | Slb LTD | +0.1% | +180.06% | Add |
| 32 | AAPL | Apple Inc | +0.1% | +3.92% | Add |
| 33 | LHX | L3harris Technologies Inc | +0.1% | +45.57% | Add |
| 34 | EMR | Emerson Electric Co | +0.1% | +33.79% | Add |
| 35 | SLV | Ishares Silver Trust | +0.1% | +92.58% | Add |
| 36 | RDVY | First Trust Rising Dividend | +0.1% | +126.12% | Add |
| 37 | ADI | Analog Devices Inc | +0.1% | +32.35% | Add |
| 38 | ZM | Zoom Communications Inc | +0.1% | +9882.35% | Add |
| 39 | NDAQ | Nasdaq Inc | +0.1% | +52.17% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +21.16% | Add |
| 41 | GEV | GE Vernova Inc | +0.1% | +16.35% | Add |
| 42 | BLK | Blackrock Inc | +0.1% | +32.94% | Add |
| 43 | GS | Goldman Sachs Group Inc | +0.1% | +24.67% | Add |
| 44 | IAU | Ishares Gold Trust | +0.1% | +19.11% | Add |
| 45 | JNJ | Johnson & Johnson | +0.1% | +12.66% | Add |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +53.80% | Add |
| 47 | IEMG | Ishares Core Msci Emerging | +0.1% | +45.21% | Add |
| 48 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +113.63% | Add |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +330.70% | Add |
| 50 | CEG | Constellation Energy | +0.1% | +59.16% | 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 4670 disclosed positions in Q4 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 SPY, MSFT, AAPL) accounted for 13.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $75.6M
Top Position Liquidated / Trimmed
TTEN
前期市值: $63.4M
During Q4 2025, Rockefeller Capital Management L.P.'s top holdings by market value included SPY (3.5%)、MSFT (3.4%)、AAPL (3.2%). The largest single position, SPY, represented 3.5% of total portfolio value.
In Q4 2025, Rockefeller Capital Management L.P. made 200 total portfolio adjustments, initiating 2 new buys, adding to 144 positions, trimming 52 holdings, and fully liquidating 2 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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