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Rockefeller Capital Management L.P.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on CRM, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 440,040 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,040 shares
    Change vs previous 13F -504,725 shares

    0.11% of the 13F portfolio, value $68,936,732.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 944,765 shares
    Change vs previous 13F +76,524 shares

    0.31% of the 13F portfolio, value $176,359,536.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 868,241 shares
    Change vs previous 13F -4,623,417 shares

    0.41% of the 13F portfolio, value $230,007,981.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,491,658 shares
    Change vs previous 13F +4,803,672 shares

    2.55% of the 13F portfolio, value $1,301,524,704.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 687,986 shares
    Change vs previous 13F -4,945,182 shares

    0.41% of the 13F portfolio, value $187,607,308.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,633,168 shares
    Change vs previous 13F +5,093,751 shares

    3.73% of the 13F portfolio, value $1,511,717,285.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 539,417 shares
    Change vs previous 13F -31,131 shares

    0.47% of the 13F portfolio, value $180,292,373.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 570,548 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $156,207,505.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).