Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rockefeller Capital Management L.P. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Rockefeller Capital Management L.P. (CIK 1739439) reported $56.40B across 4,617 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($1.92B, 3.40%), AAPL ($1.70B, 3.01%), NVDA ($1.57B, 2.79%), MSFT ($1.49B, 2.65%), GOOGL ($1.24B, 2.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$1.92B3.40%2.9MAdded
2AAPLAPPLE INC$1.70B3.01%6.7MAdded
3NVDANVIDIA CORPORATION$1.57B2.79%9.0MAdded
4MSFTMICROSOFT CORP$1.49B2.65%4.0MAdded
5GOOGLALPHABET INC$1.24B2.19%4.3MAdded
6AMZNAMAZON COM INC$1.23B2.18%5.9MAdded
7AVGOBROADCOM INC$927.4M1.64%3.0MAdded
8VOOVANGUARD INDEX FDS$834.6M1.48%1.4MAdded
9IVVISHARES TR$750.1M1.33%1.1MAdded
10JPMJPMORGAN CHASE & CO$708.8M1.26%2.4MAdded
11QQQINVESCO QQQ TR$652.3M1.16%1.1MTrimmed
12GOOGALPHABET INC$614.5M1.09%2.1MTrimmed
13METAMETA PLATFORMS INC$603.6M1.07%1.1MAdded
14RGEFTIDAL TRUST III$581.7M1.03%19.4MTrimmed
15RSMCTIDAL TRUST III$536.1M0.95%21.6MAdded
16IWFISHARES TR$484.7M0.86%1.1MAdded
17LLYELI LILLY & CO$463.3M0.82%503,731Added
18COSTCOSTCO WHOLESALE CORPORATION$423.0M0.75%424,493Added
19VVISA INC$409.7M0.73%1.4MTrimmed
20GLDSPDR GOLD TR$398.8M0.71%926,830Trimmed
21VTIVANGUARD INDEX FDS$353.9M0.63%1.1MAdded
22XOMEXXON MOBIL CORP$346.7M0.61%2.0MAdded
23GEVGE VERNOVA INC$334.3M0.59%382,869Added
24IWDISHARES TR$328.8M0.58%1.5MAdded
25HDHOME DEPOT INC$324.0M0.57%985,007Added

Source: SEC Form 13F filings · as of 2026-03-31