Rockefeller Capital Management L.P. Incresed Positions in Q1 2025

Rockefeller Capital Management L.P.

  • $38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
5.09M
+ 944.31%
$268.36 - $359.95 $1.37B - $1.83B
5.63M $1.51B
SNPS
Synopsys Inc

Technology
324K
+ 1327.6%
$428.58 - $551.54 $139M - $179M
349K $149M
V
Visa Inc.

Financial Services
134K
+ 12.1%
$306.92 - $362.71 $41M - $48.4M
1.24M $433M
META
Meta Platforms, Inc.

Communication Services
141K
+ 20.11%
$576.36 - $736.67 $81M - $104M
840K $484M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72.8K
+ 18.21%
$442.66 - $534.52 $32.2M - $38.9M
473K $252M
UBER
Uber Technologies, Inc

Technology
403K
+ 14.72%
$63.17 - $81.49 $25.4M - $32.8M
3.14M $229M
SHEL
Shell PLC

Energy
415K
+ 16.64%
$62.84 - $73.29 $26.1M - $30.4M
2.91M $213M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
343K
+ 228.79%
$80.53 - $147.57 $27.6M - $50.6M
493K $65.2M
CVX
Chevron Corp

Energy
146K
+ 13.95%
$146.71 - $167.97 $21.5M - $24.6M
1.19M $200M
GLD
Spdr Gold Trust

ETFs
45.3K
+ 6.52%
$243.19 - $288.14 $11M - $13.1M
740K $213M
LLY
Eli Lilly & CO

Healthcare
21.3K
+ 5.66%
$725.72 - $929.72 $15.4M - $19.8M
397K $328M
AMGN
Amgen Inc

Healthcare
45.8K
+ 10.14%
$258.59 - $327.36 $11.8M - $15M
498K $155M
USFR
Wisdomtree Floating Rate Treas

ETFs
731K
+ 374.54%
$50.29 - $50.5 $36.8M - $36.9M
926K $46.6M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
112K
+ 16.36%
$88.0 - $115.5 $9.82M - $12.9M
794K $90.6M
XOM
Exxon Mobil Corp

Energy
104K
+ 7.11%
$105.44 - $118.93 $11M - $12.4M
1.57M $187M
KO
Coca Cola CO

Consumer Defensive
150K
+ 8.09%
$60.81 - $72.32 $9.12M - $10.8M
2M $143M
COP
Conocophillips

Energy
251K
+ 133.83%
$88.6 - $105.85 $22.2M - $26.5M
438K $46M
IEFA
Ishares Tr

ETFs
245K
+ 14.87%
$69.57 - $78.65 $17M - $19.2M
1.89M $143M
BAC
Bank Of America Corp

Financial Services
705K
+ 58.13%
$39.61 - $47.74 $27.9M - $33.6M
1.92M $80M
PINS
Pinterest, Inc.

Communication Services
857K
+ 1650.82%
$29.79 - $40.0 $25.5M - $34.3M
908K $28.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.47M
+ 270.14%
$9.47 - $11.46 $23.4M - $28.3M
3.38M $36.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.27M
+ 250.33%
$20.7 - $21.15 $26.4M - $26.9M
1.78M $36.9M
PLD
Prologis, Inc.

Real Estate
202K
+ 36.44%
$103.59 - $124.04 $21M - $25.1M
758K $84.7M
ABT
Abbott Laboratories

Healthcare
69.4K
+ 8.73%
$111.1 - $140.22 $7.71M - $9.73M
864K $115M
JPM
Jpmorgan Chase & CO

Financial Services
49.3K
+ 2.61%
$225.19 - $279.95 $11.1M - $13.8M
1.94M $475M
IVV
Ishares Core S&P 500 ETF

ETFs
73.5K
+ 9.95%
$554.06 - $615.85 $40.7M - $45.3M
812K $456M
CSCO
Cisco Systems, Inc.

Technology
275K
+ 16.27%
$58.74 - $64.87 $16.2M - $17.9M
1.97M $121M
VEA
Vanguard Ftse Developed Market

ETFs
231K
+ 7.47%
$47.4 - $52.99 $11M - $12.2M
3.32M $169M
CTAS
Cintas Corp

Industrials
88.1K
+ 69.68%
$182.09 - $208.14 $16M - $18.3M
214K $44.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
55K
+ 19.05%
$497.6 - $606.74 $27.4M - $33.4M
344K $171M
JNJ
Johnson & Johnson

Healthcare
39.3K
+ 5.93%
$142.06 - $167.7 $5.58M - $6.59M
702K $116M
PG
Procter & Gamble CO

Consumer Defensive
106K
+ 13.76%
$158.56 - $176.26 $16.7M - $18.6M
873K $149M
AZN
Astrazeneca PLC

Healthcare
221K
+ 55.63%
$65.37 - $77.96 $14.4M - $17.2M
618K $45.4M
CMS
Cms Energy Corp

Utilities
220K
+ 68.76%
$64.99 - $75.11 $14.3M - $16.6M
541K $40.6M
PGR
Progressive Corp

Financial Services
41.9K
+ 25.37%
$235.61 - $291.22 $9.87M - $12.2M
207K $58.6M
IYW
Ishares Dj Us Tech ETF

ETFs
145K
+ 120.53%
$140.44 - $166.79 $20.3M - $24.1M
264K $37.1M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.18M
+ 41.51%
$14.46 - $15.96 $17.1M - $18.9M
4.04M $61.1M
GE
General Electric CO

Industrials
27.2K
+ 7.45%
$168.59 - $212.13 $4.58M - $5.76M
392K $78.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
76K
+ 7.48%
$182.82 - $196.21 $13.9M - $14.9M
1.09M $206M
BERY
Berry Global Group, Inc.

Consumer Cyclical
240K
+ 406.41%
$64.35 - $73.03 $15.4M - $17.5M
298K $20.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
183K
+ 32.3%
$91.45 - $91.75 $16.7M - $16.8M
748K $68.6M
ROP
Roper Technologies Inc

Industrials
19.4K
+ 25.48%
$502.71 - $593.81 $9.74M - $11.5M
95.4K $56.2M
BRP
Brp Group, Inc.

Financial Services
410K
+ 315.64%
N/A
540K $21.6M
AEP
American Electric Power CO Inc

Utilities
132K
+ 122.71%
$90.32 - $109.27 $11.9M - $14.4M
239K $26.1M
INTC
Intel Corp

Technology
612K
+ 80.7%
$19.1 - $27.39 $11.7M - $16.8M
1.37M $31.1M
SNEX
Stone X Group Inc.

Financial Services
357K
+ 66.99%
$76.12 - $126.89 $27.2M - $45.3M
889K $67.9M
CB
Chubb LTD

Financial Services
33.3K
+ 15.59%
$257.71 - $301.99 $8.58M - $10.1M
247K $74.6M
SLB
Schlumberger Limited

Energy
351K
+ 157.92%
$38.4 - $43.74 $13.5M - $15.3M
572K $23.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
145K
+ 5.87%
$551.42 - $612.93 $80M - $88.9M
2.62M $1.46B
Activity Summary
Buys All Purchases 985 New Holdings 106 Increased Positions 879 Sells All Sells 623 Reductions 623 Sold out 0 Options Calls 0 Puts 0
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