Rockefeller Capital Management L.P.

CIK: 0001739439Latest portfolio: $55.5B · Q4 2025

Holdings

4,673

Total Value

$55.5B

New Positions

468

Closed Positions

221

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
7,704,820$1.9B3.48%+5.1M
2
MSFTMICROSOFT CORP
8,092,867$1.9B3.43%+4.3M
3
AAPLAPPLE INC
10,269,765$1.8B3.18%+4.0M
4
NVDANVIDIA CORPORATION
9,356,017$1.6B2.91%+950K
5
GOOGLALPHABET INC
4,320,194$1.3B2.40%+118K
6
AMZNAMAZON COM INC
9,948,096$1.3B2.33%+4.7M
7
AVGOBROADCOM INC
3,112,783$986.0M1.78%+251K
8
VOOVANGUARD INDEX FDS
7,958,040$862.0M1.55%+6.8M
9
JPMJPMORGAN CHASE & CO.
4,230,861$748.0M1.35%+2.1M
10
IVVISHARES TR
1,081,473$740.0M1.33%+248K
11
NDQINVESCO QQQ TR
2,168,509$709.0M1.28%+1.1M
12
METAMETA PLATFORMS INC
5,520,573$679.0M1.22%+4.6M
13
GOOGALPHABET INC
7,561,513$676.0M1.22%+5.4M
14
RGEFTIDAL TRUST III
20,290,630$620.0M1.12%-5,094,317
15
RSMCTIDAL TRUST III
20,694,300$520.0M0.94%-7,109,852
16
IWFISHARES TR
1,074,785$507.0M0.91%+186K
17
LLYELI LILLY & CO
458,923$489.0M0.88%+26K
18
VVISA INC
5,031,137$484.0M0.87%+3.7M
19
GQ9SPDR GOLD TR
938,152$370.0M0.67%+109K
20
VTIVANGUARD INDEX FDS
1,068,387$356.0M0.64%+113K
21
COSTCOSTCO WHSL CORP NEW
1,912,896$339.0M0.61%+1.6M
22
HDHOME DEPOT INC
2,640,981$316.0M0.57%+1.9M
23
IWDISHARES TR
1,440,103$302.0M0.54%+319K
24
VEAVANGUARD TAX-MANAGED FDS
5,494,591$290.0M0.52%+1.4M
25
VUGVANGUARD INDEX FDS
592,829$288.0M0.52%+171K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
KNSA7.2M+7.0M
VOO8.0M+6.8M
SMH6.3M+6.0M
SHOP6.6M+5.4M
GOOG7.6M+5.4M
SPY7.7M+5.1M
AMZN9.9M+4.7M
NFLX4.4M+4.3M
MSFT8.1M+4.3M
RMOP7.2M+3.8M

Decreased Positions

NameSharesChange
RSMC20.7M-7109852
RGEF20.3M-5094317
SOY2.2M-2685517
CRM4.2M-1268687
VT1.0M-937438
NOMD1K-850457
IBN2.4M-691421
KVUE149K-486217
HASI1.5M-452589
BWIN121K-414083

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
EnergyNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Real Estate0.0% ($1.1300085000530002e+280T)
Basic Materials0.0% ($1.3700042000340003e+247T)
Consumer Defensive0.0% ($3.39000199000185e+232T)
Communication Services0.0% ($1.331000679000676e+227T)
Utilities0.0% ($2.3200017200073e+194T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$55.5B7,371
Q3 2025Nov 14, 2025$51.1T6,202
Q2 2025Aug 8, 2025$39.8T3,065
Q1 2025May 14, 2025$40.5T3,118
Q4 2024Feb 13, 2025$38.6T3,248
Q3 2024Nov 14, 2024$37152.4T3,184
Q2 2024Aug 12, 2024$35183.1T3,283
Q1 2024May 14, 2024$34261.2T3,363
Q4 2023Feb 14, 2024$29927.4T2,960
Q3 2023Nov 14, 2023$25926.9T2,922
Q2 2023Aug 14, 2023$25816.2T3,287
Q1 2023May 16, 2023$23.3T3,639
Q4 2022Mar 6, 2023$19.9T6,289
Q3 2022Nov 2, 2022$19.3T6,175
Q2 2022Aug 12, 2022$18.8T6,540
Q1 2022May 13, 2022$20.7T5,652
Q4 2021Feb 14, 2022$21.4T5,477
Q3 2021Nov 12, 2021$19.0T5,291
Q2 2021Aug 10, 2021$17.8T4,970
Q1 2021May 11, 2021$14.8T4,447
Q4 2020Feb 12, 2021$13.2T4,141
Q3 2020Nov 13, 2020$10.7T3,455
Q2 2020Aug 12, 2020$9.6T3,331
Q1 2020May 12, 2020$7.6T3,068
Q4 2019Feb 7, 2020$8.0T2,897
Q3 2019Nov 12, 2019$7.4T2,659
Q2 2019Aug 9, 2019$7.2T2,314
Q1 2019May 10, 2019$7.0T2,770
Q4 2018Feb 12, 2019$5.7T1,395
Q3 2018Nov 2, 2018$6.6T1,017
Q2 2018Jul 31, 2018$6.1T1,022
Q1 2018May 9, 2018$6.1T739

Fund Information

CIK0001739439
Most Recent FilingFeb 17, 2026
Number of Filings32

Rockefeller Capital Management L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $55.5B across 4,673 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 3.5% of the portfolio. Compared to the previous quarter, the fund opened 487 new positions and closed 241 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.