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Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P., based at 45 Rockefeller Plaza in New York, NY, is an independent financial services firm established in 2018. It offers a comprehensive suite of services, including global family office, wealth management, asset management, and strategic advisory, primarily serving high net-worth and ultra-high net-worth individuals, families, and institutions. The firm operates through subsidiaries such as Rockefeller Financial and Rockefeller & Co., providing investment advice, securities transactions, and investment banking services. Rockefeller Capital Management has hundreds of employees across its divisions, cementing its status as a leading advisor and asset manager within the U.S. financial services landscape.
Investment Strategy
Rockefeller Capital Management employs a multi-faceted investment strategy focused on tailored wealth and asset management for high-net-worth and ultra-high-net-worth clients. The firm integrates comprehensive financial planning, global asset allocation, and environmental, social, and governance (ESG) principles, with a disciplined approach to risk management and portfolio diversification. In addition to traditional asset classes, the firm provides access to alternative investments and customized strategies, leveraging deep market research and a client-centric advisory model to optimize long-term financial outcomes.
Latest 13F Filing Activity
Rockefeller Capital Management L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 1,691 equity positions with a total 13F market value of $46B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Rockefeller Capital Management L.P. reduced exposure to Salesforce Inc., Synopsys Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,691)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.21% | $1.92B | 3,845,216 | $247.87 | $497.41 | +$755.7M |
S SPY | SPDR S&P 500 ETF TR | 3.60% | $1.64B | 2,638,464 | $417.79 | $617.85 | +$174.8M |
N NVDA | NVIDIA CORPORATION | 2.90% | $1.32B | 8,340,804 | $37.55 | $157.99 | +$488.0M |
A AAPL | APPLE INC | 2.84% | $1.29B | 6,085,965 | $107.78 | $205.17 | -$46.1M |
A AMZN | AMAZON COM INC | 2.55% | $1.16B | 5,273,298 | $119.53 | $219.39 | +$227.3M |
Industry Allocation
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