DOSSIER · 13F-HR · Q1 2026
Rockefeller Capital Management L.P.
Rockefeller L.P.'s family office based in Omaha, NE — $56.4B in tracked AUM across 11,499 positions as of Q1 2026.
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Rockefeller L.P.·Omaha, NE·Family Office
CIK 0001739439 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Rockefeller Capital Management L.P.
1. Portfolio Overview
Rockefeller Capital Management L.P. reported a significant contraction in portfolio assets during the third quarter of 2025. The total portfolio value decreased by 43.4%, dropping from $45.60 billion to $25.80 billion. While market volatility may account for a portion of this decline, the magnitude suggests substantial capital outflows, redemptions, or a strategic pivot toward a...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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