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 (2026-06-30)

Rockefeller Capital Management L.P. (CIK 1739439) reported $65.22B across 4,730 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($2.11B, 3.24%), AAPL ($2.05B, 3.14%), NVDA ($1.85B, 2.84%), GOOGL ($1.52B, 2.33%), MSFT ($1.47B, 2.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$2.11B3.24%2.8MTrimmed
2AAPLAPPLE INC$2.05B3.14%7.1MAdded
3NVDANVIDIA CORPORATION$1.85B2.84%9.3MAdded
4GOOGLALPHABET INC$1.52B2.33%4.3MTrimmed
5MSFTMICROSOFT CORP$1.47B2.25%3.9MTrimmed
6AMZNAMAZON COM INC$1.45B2.22%6.1MAdded
7AVGOBROADCOM INC$1.14B1.75%3.0MAdded
8VOOVANGUARD INDEX FDS$997.4M1.53%1.5MAdded
9IVVISHARES TR$901.2M1.38%1.2MAdded
10QQQINVESCO QQQ TR$847.3M1.30%1.2MAdded
11JPMJPMORGAN CHASE & CO$805.1M1.23%2.5MAdded
12GOOGALPHABET INC$774.7M1.19%2.2MAdded
13LLYELI LILLY & CO$670.9M1.03%559,339Added
14RGEFTIDAL TRUST III$666.2M1.02%19.0MTrimmed
15RSMCTIDAL TRUST III$617.6M0.95%21.4MTrimmed
16METAMETA PLATFORMS INC$601.4M0.92%1.1MAdded
17IWFISHARES TR$572.8M0.88%4.6MAdded
18GEVGE VERNOVA INC$494.2M0.76%420,587Added
19VVISA INC$478.3M0.73%1.4MAdded
20AMDADVANCED MICRO DEVICES INC$467.4M0.72%804,661Trimmed
21TSMTAIWAN SEMICONDUCTOR MANUFAC$458.9M0.70%960,273Added
22VTIVANGUARD INDEX FDS$425.7M0.65%1.2MAdded
23MUMICRON TECHNOLOGY INC$416.5M0.64%360,839Added
24COSTCOSTCO WHOLESALE CORPORATION$404.7M0.62%432,646Added
25CRWDCROWDSTRIKE HLDGS INC$395.0M0.61%517,577Trimmed

Source: SEC Form 13F filings · as of 2026-06-30