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Rockefeller Capital Management L.P.: SPY position timeline

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

Rockefeller Capital Management L.P. held 2,829,298 SPY 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 2,829,298 shares
    Change vs previous 13F -116,969 shares

    3.24% of the 13F portfolio, value $2,112,838,905.

    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 2,946,267 shares
    Change vs previous 13F +109,457 shares

    3.4% of the 13F portfolio, value $1,916,079,012.

    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 2,836,810 shares
    Change vs previous 13F +182,159 shares

    3.48% of the 13F portfolio, value $1,934,581,795.

    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 2,654,651 shares
    Change vs previous 13F +16,187 shares

    3.46% of the 13F portfolio, value $1,768,536,573.

    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 2,638,464 shares
    Change vs previous 13F +19,696 shares

    3.6% of the 13F portfolio, value $1,639,807,124.

    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 2,618,768 shares
    Change vs previous 13F +145,085 shares

    3.62% of the 13F portfolio, value $1,464,967,987.

    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 2,473,683 shares
    Change vs previous 13F +872 shares

    3.75% of the 13F portfolio, value $1,449,396,317.

    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 2,472,811 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $1,418,494,500.

    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).