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Rockefeller Capital Management

Latest statistics and disclosures from Rockefeller Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AAPL, NVDA, GOOGL, MSFT, and represent 13.81% of Rockefeller Capital Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$432M), VUG (+$264M), VGT (+$248M), VO (+$205M), AAPL (+$114M), KLAC (+$106M), MGK (+$86M), LLY (+$67M), MKSI (+$60M), POWL (+$57M).
Started 243 new stock positions in Trekor Metals, AMZU, TSAT, FINV, Alphabet, HGER, TPB, EPS, X-energy Cl A Ord, IPX.
Reduced shares in these 10 stocks: Honeywell International (-$91M), SPY (-$87M), CRM (-$79M), HLN (-$47M), UNH (-$45M), AMD (-$43M), SNEX (-$39M), MSFT (-$38M), NRG (-$38M), CRWD (-$37M).
Sold out of its positions in NYM, EMOP, AADR, AFBI, Air Lease Corp, ALMS, FOLD, AMPL, Apellis Pharmaceuticals, BNBX.
Rockefeller Capital Management was a net buyer of stock by $3.1B.
Rockefeller Capital Management has $65B in assets under management (AUM), dropping by 15.66%.
Central Index Key (CIK): 0001739439

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Portfolio Holdings for Rockefeller Capital Management

Rockefeller Capital Management holds 4732 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Rockefeller Capital Management has 4732 total positions. Only the first 250 positions are shown.

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Download the Rockefeller Capital Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.2	$2.1B	-3%	2.8M	746.78	View chart
Apple (AAPL)	3.1	$2.0B	+5%	7.1M	289.36	View chart
NVIDIA Corporation (NVDA)	2.8	$1.9B	+2%	9.3M	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$1.5B		4.3M	357.37	View chart
Microsoft Corporation (MSFT)	2.2	$1.5B	-2%	3.9M	373.02	View chart
Amazon (AMZN)	2.2	$1.5B	+3%	6.1M	238.34	View chart
Broadcom (AVGO)	1.7	$1.1B		3.0M	377.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$997M	+3%	1.5M	686.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$901M	+4%	1.2M	748.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$847M		1.2M	736.40	View chart
JPMorgan Chase & Co. (JPM)	1.2	$805M	+2%	2.5M	327.33	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$775M	+2%	2.2M	353.33	View chart
Eli Lilly & Co. (LLY)	1.0	$671M	+11%	559k	1199.43	View chart
Tidal Trust Iii Rock Gl Equi Etf (RGEF)	1.0	$666M		19M	34.99	View chart
Tidal Trust Iii Rock Us Smal Etf (RSMC)	0.9	$618M		21M	28.92	View chart
Meta Platforms Cl A (META)	0.9	$601M		1.1M	563.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$573M	+305%	4.6M	124.17	View chart
Ge Vernova (GEV)	0.8	$494M	+9%	421k	1175.19	View chart
Visa Com Cl A (V)	0.7	$478M	+2%	1.4M	343.09	View chart
Advanced Micro Devices (AMD)	0.7	$467M	-8%	805k	580.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$459M		960k	478.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$426M	+4%	1.2M	370.04	View chart
Micron Technology (MU)	0.6	$417M	+13%	361k	1154.31	View chart
Costco Wholesale Corporation (COST)	0.6	$405M		433k	935.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$395M	-8%	518k	763.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$372M		1.5M	242.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$364M	-3%	1.9M	190.52	View chart
Home Depot (HD)	0.6	$364M	+4%	1.0M	352.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$352M	+3%	1.7M	212.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$351M	+2%	952k	368.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$347M	+2%	4.9M	71.25	View chart
Palo Alto Networks (PANW)	0.5	$335M	-2%	983k	341.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$334M	+4%	3.2M	103.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$323M		1.5M	217.93	View chart
Caterpillar (CAT)	0.5	$318M		299k	1064.90	View chart
Applied Materials (AMAT)	0.5	$318M		440k	723.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$317M	+498%	3.7M	86.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$303M	+9%	3.1M	96.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$302M	+5%	604k	500.39	View chart
Johnson & Johnson (JNJ)	0.4	$289M	+7%	1.1M	253.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$285M	+18%	3.7M	77.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$284M	+692%	2.4M	119.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$281M	+7%	1.9M	148.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$280M		2.0M	136.72	View chart
Tidal Trust Iii Rockefeller Opp (RMOP)	0.4	$280M	+18%	11M	25.54	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$278M	+6%	434k	640.76	View chart
Cisco Systems (CSCO)	0.4	$270M		2.3M	117.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$269M	+318%	3.3M	80.57	View chart
Uber Technologies (UBER)	0.4	$267M	+3%	3.7M	72.16	View chart
Chevron Corporation (CVX)	0.4	$261M		1.6M	165.76	View chart
Coca-Cola Company (KO)	0.4	$252M	+5%	3.1M	81.27	View chart
Abbvie (ABBV)	0.4	$247M	+7%	981k	251.64	View chart
Arista Networks Com Shs (ANET)	0.4	$244M	+2%	1.4M	169.88	View chart
Merck & Co (MRK)	0.4	$238M	+5%	1.8M	128.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$235M		782k	300.45	View chart
Amgen (AMGN)	0.4	$230M		636k	362.12	View chart
Nextera Energy (NEE)	0.4	$230M	+2%	2.6M	87.77	View chart
Blackrock (BLK)	0.3	$227M	+4%	236k	961.62	View chart
Linde SHS (LIN)	0.3	$224M	+4%	433k	518.94	View chart
Shell Spon Ads (SHEL)	0.3	$215M		2.8M	77.54	View chart
McDonald's Corporation (MCD)	0.3	$215M	+4%	793k	270.31	View chart
Thermo Fisher Scientific (TMO)	0.3	$214M		426k	501.47	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$212M	+10%	107k	1989.46	View chart
TJX Companies (TJX)	0.3	$212M		1.4M	151.50	View chart
Goldman Sachs (GS)	0.3	$209M	+8%	206k	1011.44	View chart
Tesla Motors (TSLA)	0.3	$209M	+5%	496k	420.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$199M		841k	236.62	View chart
Wal-Mart Stores (WMT)	0.3	$198M	+5%	1.7M	113.26	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$198M	+27%	2.4M	82.84	View chart
Ge Aerospace Com New (GE)	0.3	$197M		526k	373.73	View chart
Parker-Hannifin Corporation (PH)	0.3	$191M	-3%	195k	978.16	View chart
Procter & Gamble Company (PG)	0.3	$188M	+7%	1.3M	146.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$186M		3.1M	59.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$186M	-6%	284k	655.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$178M		2.1M	83.75	View chart
International Business Machines (IBM)	0.3	$177M		629k	281.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$177M	+12%	1.1M	156.95	View chart
Analog Devices (ADI)	0.3	$175M		440k	397.19	View chart
Union Pacific Corporation (UNP)	0.3	$168M	+6%	619k	272.00	View chart
Emerson Electric (EMR)	0.3	$167M	-5%	1.2M	143.15	View chart
Palantir Technologies Cl A (PLTR)	0.2	$162M	+22%	1.4M	116.67	View chart
Cadence Design Systems (CDNS)	0.2	$156M		415k	375.32	View chart
L3harris Technologies (LHX)	0.2	$155M		533k	290.59	View chart
Te Connectivity Ord Shs (TEL)	0.2	$155M		768k	201.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$145M	+4%	478k	303.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$145M	-2%	1.9M	75.51	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$144M	+3%	1.6M	91.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$132M	+4%	1.1M	117.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$131M		1.5M	85.49	View chart
Eaton Corp SHS (ETN)	0.2	$130M	+6%	306k	426.14	View chart
Verizon Communications (VZ)	0.2	$128M	+3%	3.0M	42.34	View chart
Prologis (PLD)	0.2	$128M	+6%	941k	135.47	View chart
At&t (T)	0.2	$127M	+2%	6.1M	20.70	View chart
Equinix (EQIX)	0.2	$126M		121k	1042.39	View chart
Amphenol Corp Cl A (APH)	0.2	$124M	+8%	703k	176.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$124M		901k	137.53	View chart
Raytheon Technologies Corp (RTX)	0.2	$124M		652k	189.73	View chart
Netflix (NFLX)	0.2	$122M	+12%	1.7M	71.40	View chart
Cheniere Energy Com New (LNG)	0.2	$121M	+53%	505k	239.01	View chart
Aercap Holdings Nv SHS (AER)	0.2	$119M	-2%	814k	145.78	View chart
Snowflake Com Shs (SNOW)	0.2	$117M	+8%	459k	254.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$117M		319k	365.72	View chart
American Express Company (AXP)	0.2	$117M		345k	338.25	View chart
Digital Realty Trust (DLR)	0.2	$116M		646k	179.58	View chart
Kla Corp Com New (KLAC)	0.2	$116M	+1043%	384k	301.76	View chart
Fifth Third Ban (FITB)	0.2	$115M	+17%	2.0M	56.37	View chart
Corning Incorporated (GLW)	0.2	$115M	+2%	450k	255.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$114M		468k	243.00	View chart
Lam Research Corp Com New (LRCX)	0.2	$114M	+20%	263k	433.37	View chart
Totalenergies Se Act (TTE)	0.2	$112M	-2%	1.4M	78.29	View chart
Pepsi (PEP)	0.2	$112M	+10%	827k	135.40	View chart
United Rentals (URI)	0.2	$111M	+2%	98k	1132.91	View chart
EQT Corporation (EQT)	0.2	$109M	+16%	2.0M	53.17	View chart
Boeing Company (BA)	0.2	$109M	+5%	502k	216.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$107M	+410%	1.2M	87.91	View chart
Citigroup Com New (C)	0.2	$107M	-7%	762k	139.96	View chart
Texas Instruments Incorporated (TXN)	0.2	$107M	+4%	357k	298.07	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$106M	+4%	317k	334.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$106M		961k	110.32	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$106M	+2%	2.0M	53.61	View chart
Abbott Laboratories (ABT)	0.2	$105M	-24%	1.2M	90.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$102M	+5%	451k	227.06	View chart
UnitedHealth (UNH)	0.2	$102M	-30%	246k	415.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$101M		329k	306.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$98M	+5%	619k	158.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$98M	-9%	1.1M	86.47	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$98M	+6%	764k	127.81	View chart
Dell Technologies CL C (DELL)	0.1	$98M	+18%	226k	431.55	View chart
Mastercard Incorporated Cl A (MA)	0.1	$97M		189k	513.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$96M		1.7M	56.49	View chart
Oracle Corporation (ORCL)	0.1	$95M	-4%	650k	146.55	View chart
Sempra Energy (SRE)	0.1	$95M	+91%	1.0M	92.71	View chart
Chubb (CB)	0.1	$95M	+3%	279k	341.12	View chart
Kinder Morgan (KMI)	0.1	$94M	+2%	3.0M	31.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$94M	-4%	4.9M	19.12	View chart
Spotify Technology S A SHS (SPOT)	0.1	$92M	+25%	199k	459.19	View chart
Constellation Energy (CEG)	0.1	$91M	+18%	366k	248.38	View chart
Bank of America Corporation (BAC)	0.1	$91M	-14%	1.6M	56.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$90M	+6%	547k	164.27	View chart
Morgan Stanley Com New (MS)	0.1	$89M	+8%	428k	209.04	View chart
Quanta Services (PWR)	0.1	$89M	+13%	123k	720.04	View chart
Astrazeneca Ord (AZN)	0.1	$89M		468k	189.30	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$89M	-2%	478k	185.24	View chart
Servicenow (NOW)	0.1	$88M	+89%	889k	99.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$88M	+5%	1.1M	76.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$88M		562k	156.30	View chart
Enterprise Products Partners (EPD)	0.1	$87M	+10%	2.4M	36.76	View chart
Williams Companies (WMB)	0.1	$85M	+5%	1.1M	74.34	View chart
Powell Industries (POWL)	0.1	$85M	+197%	298k	286.38	View chart
Rbc Cad (RY)	0.1	$85M		410k	206.97	View chart
Johnson Controls Internation SHS (JCI)	0.1	$84M	+2%	575k	146.12	View chart
Intuitive Surgical Com New (ISRG)	0.1	$83M		208k	397.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$83M	+7%	1.2M	68.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$81M	-7%	371k	219.43	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$81M	+15%	695k	117.09	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$80M	+3%	1.6M	50.35	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$80M		486k	163.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$79M		398k	197.60	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$78M		968k	81.06	View chart
Diamondback Energy (FANG)	0.1	$78M	-6%	444k	175.78	View chart
Reinsurance Group Amer Com New (RGA)	0.1	$77M		363k	212.65	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$76M	+3%	1.5M	50.39	View chart
Deere & Company (DE)	0.1	$76M	+14%	120k	634.35	View chart
O'reilly Automotive (ORLY)	0.1	$76M		822k	92.09	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$76M	+79%	374k	201.90	View chart
Novo-nordisk A S Adr (NVO)	0.1	$75M	+9%	1.6M	47.94	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$75M		695k	107.69	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$74M		150k	496.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$74M	+2%	293k	252.24	View chart
AutoZone (AZO)	0.1	$73M		23k	3195.94	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$73M	+16%	1.4M	51.27	View chart
Rockwell Automation (ROK)	0.1	$72M	+6%	146k	495.09	View chart
Lockheed Martin Corporation (LMT)	0.1	$72M	+20%	142k	509.74	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$72M	+21%	903k	79.42	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$72M	-6%	1.3M	53.11	View chart
Nasdaq Omx (NDAQ)	0.1	$71M	+2%	906k	78.82	View chart
Republic Services (RSG)	0.1	$71M	+2%	335k	213.08	View chart
Fortinet (FTNT)	0.1	$71M		461k	153.61	View chart
Cummins (CMI)	0.1	$69M	+7%	97k	713.22	View chart
Intel Corporation (INTC)	0.1	$69M	+5%	495k	139.63	View chart
salesforce (CRM)	0.1	$69M	-53%	440k	156.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$67M	+6%	853k	79.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$66M	-3%	695k	95.62	View chart
Hannon Armstrong (HASI)	0.1	$66M	+3%	1.7M	39.05	View chart
AmerisourceBergen (COR)	0.1	$66M	+8%	232k	282.99	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$65M	+6%	589k	110.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$65M	-2%	688k	94.57	View chart
Medtronic SHS (MDT)	0.1	$65M		831k	78.23	View chart
Realty Income (O)	0.1	$64M	+4%	1.0M	61.96	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$64M	+8%	1.2M	53.47	View chart
Marvell Technology (MRVL)	0.1	$64M	+32%	215k	297.89	View chart
Walt Disney Company (DIS)	0.1	$64M	-18%	656k	97.01	View chart
Neurocrine Biosciences (NBIX)	0.1	$63M	+32%	374k	168.53	View chart
Danaher Corporation (DHR)	0.1	$63M	-7%	330k	190.66	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$63M	-4%	1.3M	47.20	View chart
Wells Fargo & Company (WFC)	0.1	$62M		754k	82.64	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$62M	-3%	641k	96.99	View chart
Ferrari Nv Ord (RACE)	0.1	$62M	-3%	166k	372.29	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$61M	+2%	681k	90.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$61M	-2%	667k	91.21	View chart
MKS Instruments (MKSI)	0.1	$60M	+10756%	135k	444.80	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$60M	+9%	612k	97.60	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$60M		242k	246.21	View chart
Keysight Technologies (KEYS)	0.1	$59M		169k	350.07	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$59M	-4%	505k	117.32	View chart
PNC Financial Services (PNC)	0.1	$59M	+4%	240k	246.23	View chart
Marathon Petroleum Corp (MPC)	0.1	$59M	-7%	231k	255.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$59M		782k	75.45	View chart
American Electric Power Company (AEP)	0.1	$59M	+16%	428k	136.81	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$58M	+16%	1.2M	50.49	View chart
Evercore Class A (EVR)	0.1	$58M		170k	341.49	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$57M	+30%	570k	100.67	View chart
Stonex Group (SNEX)	0.1	$57M	-40%	479k	118.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$56M		75.00	748850.00	View chart
General Dynamics Corporation (GD)	0.1	$56M	+31%	158k	354.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$56M	+5%	435k	128.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$56M	+3%	162k	342.82	View chart
Allstate Corporation (ALL)	0.1	$55M		232k	238.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$55M	-2%	134k	409.52	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$55M	+99%	155k	354.57	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$55M	-6%	513k	106.31	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$54M	-17%	471k	114.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$54M	+15%	542k	98.98	View chart
MetLife (MET)	0.1	$53M	+2%	632k	84.61	View chart
Philip Morris International (PM)	0.1	$53M	+8%	295k	180.91	View chart
Apollo Global Mgmt (APO)	0.1	$53M	-2%	448k	118.87	View chart
Automatic Data Processing (ADP)	0.1	$53M	-5%	237k	223.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$53M		134k	393.97	View chart
Qualcomm (QCOM)	0.1	$53M	-11%	284k	184.79	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$52M	-6%	214k	242.43	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$51M	-5%	827k	62.20	View chart
Progressive Corporation (PGR)	0.1	$51M	+30%	235k	218.45	View chart
Lowe's Companies (LOW)	0.1	$51M	+4%	231k	220.50	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$51M	+4%	97k	522.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$51M		1.8M	27.70	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$50M	+13%	993k	50.65	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$50M	-9%	1.2M	43.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$50M		519k	96.43	View chart
Comcast Corp Cl A (CMCSA)	0.1	$50M	+231%	2.0M	24.55	View chart
Kkr & Co (KKR)	0.1	$50M	+3%	544k	91.78	View chart
Ares Capital Corporation (ARCC)	0.1	$50M	+17%	2.7M	18.53	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$50M		555k	89.85	View chart
Iron Mountain (IRM)	0.1	$50M		392k	126.31	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$49M	+4%	799k	61.46	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$48M		975k	49.55	View chart
Western Digital (WDC)	0.1	$48M	+46%	75k	638.72	View chart
Adobe Systems Incorporated (ADBE)	0.1	$48M	+92%	234k	205.02	View chart
Pfizer (PFE)	0.1	$48M		2.0M	24.08	View chart
Waste Management (WM)	0.1	$48M		213k	222.88	View chart
Carrier Global Corporation (CARR)	0.1	$47M		642k	73.35	View chart

Past Filings by Rockefeller Capital Management

SEC 13F filings are viewable for Rockefeller Capital Management going back to 2018

Rockefeller Capital Management 2026 Q2 filed Aug. 13, 2026
Rockefeller Capital Management 2026 Q1 filed May 14, 2026
Rockefeller Capital Management 2025 Q4 restated filed March 17, 2026
Rockefeller Capital Management 2025 Q4 filed Feb. 17, 2026
Rockefeller Capital Management 2025 Q3 filed Nov. 14, 2025
Rockefeller Capital Management 2025 Q2 amended filed Aug. 14, 2025
Rockefeller Capital Management 2025 Q2 filed Aug. 8, 2025
Rockefeller Capital Management 2025 Q1 filed May 14, 2025
Rockefeller Capital Management 2024 Q4 filed Feb. 13, 2025
Rockefeller Capital Management 2024 Q3 filed Nov. 14, 2024
Rockefeller Capital Management 2024 Q2 filed Aug. 12, 2024
Rockefeller Capital Management 2024 Q1 filed May 14, 2024
Rockefeller Capital Management 2023 Q4 filed Feb. 14, 2024
Rockefeller Capital Management 2023 Q3 filed Nov. 14, 2023
Rockefeller Capital Management 2023 Q2 filed Aug. 14, 2023
Rockefeller Capital Management 2023 Q1 filed May 16, 2023

View all past filings

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