StockDriftsStockDriftsTop 50 Rockefeller Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 3.24% | 2.83M | $2.11B | -3.97%(-116.97K) | $439.29(+76.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.14% | 7.08M | $2.05B | +5.91%(+394.93K) | $130.78(+133.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.84% | 9.26M | $1.85B | +2.60%(+234.48K) | $52.71(+328.91%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.33% | 4.25M | $1.52B | -1.04%(-44.49K) | $120.15(+186.91%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.25% | 3.93M | $1.47B | -2.52%(-101.50K) | $247.86(+96.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.22% | 6.09M | $1.45B | +3.20%(+188.72K) | $132.41(+98.28%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.75% | 3.02M | $1.14B | +0.71%(+21.27K) | $93.58(+320.77%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.53% | 1.45M | $997.4M | +3.98%(+55.58K) | $448.16(+59.02%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.38% | 1.20M | $901.2M | +4.80%(+55.13K) | $510.13(+52.69%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.3% | 1.15M | $847.3M | +1.81%(+20.50K) | $365.91(+100.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.16% | +96.05% | +15.26% | +103.42% |
| Top 20 Holdings Unweighted | +27.31% | +106.34% | +16.61% | +115.63% |
Rockefeller Capital Management L P reports $65.22B in US-listed equity holdings across 4,732 positions in its most recent 13F filing. Its largest disclosed positions are SPY (3.2%), AAPL (3.1%) and NVDA (2.8%). The top 20 holdings account for 31.41% of reported assets. Its disclosed equity book has returned +96.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rockefeller Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1739439). View Rockefeller Capital Management L P’s 13F filings on SEC