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Rizwan Mirza

Rockefeller Capital Management L.p.

Assets Managed
$56.396B
Holdings
4684
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
1.56%(2Q avg: 5.1%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockefeller Capital Management L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4684 positions.

Assets under management

The assets under management (AUM) of Rockefeller Capital Management L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 56.396B in assets, with a quarterly growth rate of 1.56% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Rizwan Mirza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.86%
3.4%
$1.916B
2.946M shares@ $650.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.76%
3.01%
$1.696B
6.684M shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.08%
2.8%
$1.575B
9.03M shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.15%
2.65%
$1.493B
4.033M shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.92%
2.2%
$1.236B
4.297M shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.3%
2.18%
$1.228B
5.898M shares@ $208.28 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 4.92%
1.65%
$927.446M
2.996M shares@ $309.52 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.52%
1.48%
$834.569M
1.397M shares@ $597.56 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.13%
1.33%
$750.055M
1.148M shares@ $653.22 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.61%
1.26%
$708.795M
2.41M shares@ $294.17 avg price

1-10 of 4684