RC

Rockefeller Capital Management L.P.

13F
Rockefeller Capital Management L.P.
Last update 2025-05-14 1654 Stocks (105 new)
Value $40.52 Bil Turnover 12 %
Countries:
Top Holdings: CRM(3.73%)SPY(3.62%)AAPL(3.30%)MSFT(2.87%)AMZN(2.30%)
Summary Stock Picks Current Portfolio
Rockefeller Capital Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CRM
Salesforce Inc
5,633,168
1,511,717.3
+944.31%
3.730
+3.37%
0.590
-0.05%
-19.80%
255,538.8
Software
SPY
SPDR S&P 500 ETF Trust
2,618,768
1,464,968.0
+5.87%
3.620
+0.20%
0.260
+15.71%
+9.04%
655,439.6
 
AAPL
Apple Inc
6,027,828
1,338,961.7
+5.29%
3.300
+0.17%
0.040
+2.67%
-14.10%
3,205,078.9
Hardware
MSFT
Microsoft Corp
3,096,478
1,162,387.6
+9.77%
2.870
+0.26%
0.040
+30.48%
+21.55%
3,793,267.1
Software
AMZN
Amazon.com Inc
4,905,018
933,229.0
+6.63%
2.300
+0.14%
0.050
+22.56%
+5.58%
2,459,017.9
Retail - Cyclical
NVDA
NVIDIA Corp
7,706,116
835,189.9
+12.49%
2.060
+0.23%
0.030
+56.02%
+28.99%
4,223,712.7
Semiconductors
RGEF
Rockefeller Global Equity ETF
26,537,094
672,866.6
-9.19%
1.660
-0.17%
104.070
+18.04%
+15.86%
715.6
 
RSMC
Rockefeller U.S. Small-Mid Cap ETF
27,905,783
657,460.3
-3.67%
1.620
-0.07%
95.440
+9.97%
+1.48%
742.4
 
GOOGL
Alphabet Inc
3,929,450
607,650.3
+3.10%
1.500
+0.05%
0.030
+18.74%
+1.71%
2,328,605.8
Interactive Media
VOO
Vanguard S&P 500 ETF
1,142,911
587,354.4
+0.12%
1.450
0%
0.100
+15.73%
+9.09%
664,840.7
 

Rockefeller Capital Management L.P.'s Historical Top Holdings Breakdowns

Rockefeller Capital Management L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM
Salesforce Inc
2025-03-31
Add
Add
+3.37%
●
268.36 ($311.03) 359.95
$267.70
-13.93%
Add 944.31%
5,633,168
5,093,751
SNPS
Synopsys Inc
2025-03-31
Add
Add
+0.34%
●
428.58 ($485.8) 551.54
$609.68
25.50%
Add 1327.6%
348,591
324,173
ORCL
Oracle Corp
2025-03-31
Reduce
Reduce
-0.27%
●
139.81 ($162.81) 186.47
$242.83
49.15%
Reduce -48.61%
662,030
-626,298
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.26%
●
375.39 ($407.71) 447.2
$512.00
25.58%
Add 9.77%
3,096,478
275,536
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.23%
●
106.98 ($126.74) 149.43
$173.61
36.98%
Add 12.49%
7,706,116
855,595
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.20%
●
576.36 ($645.17) 736.67
$715.16
10.85%
Add 20.11%
839,622
140,583
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.20%
●
551.42 ($587.78) 612.93
$634.42
7.93%
Add 5.87%
2,618,768
145,085
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.19%
●
468.34 ($508.07) 539.52
$564.99
11.20%
Add 19.13%
1,036,519
166,442
RGEF
Rockefeller Global Equity ETF
2025-03-31
Reduce
Reduce
-0.17%
●
24.73 ($25.77) 26.67
$28.39
10.16%
Reduce -9.19%
26,537,094
-2,684,235
AAPL
Apple Inc
2025-03-31
Add
Add
+0.17%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 5.29%
6,027,828
302,589

Rockefeller Capital Management L.P. Total Holding History ($B)

To

Rockefeller Capital Management L.P.'s Asset Allocation

To

Rockefeller Capital Management L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Rockefeller Capital Management L.P.'s Hypothetical Growth since 2025-03-31

Rockefeller Capital Management L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Rockefeller Capital Management L.P.'s Holdings Heat Map

Size field:

Rockefeller Capital Management L.P.'s Holdings Bubble Chart

Rockefeller Capital Management L.P. News

  • 1

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