First seen by DFX
Sep 13, 2026
date not stated
Rockefeller Capital Management: PROBABLE_SFO -> OUTSOURCED_FAMILY_OFFICE (registered adviser offering family office services among its advisory services ('investment consulting, tax, accounting, family office servic'))
First seen by DFX
Sep 13, 2026
date not stated
Rockefeller Capital Management: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Rockefeller Capital Management is a large independent wealth and asset management firm (about $224bn client assets, Viking Global affiliated owners) selling global family office services to many clients, not a single family office.)
First seen by DFX
Sep 13, 2026
date not stated
Rockefeller Capital Manageme: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Rockefeller Capital Management is a large independent wealth and asset management firm (Viking Global is the largest owner) that sells global family office services to many clients.)
First seen by DFX
Sep 12, 2026
date not stated
Rockefeller Capital Management: OUTSOURCED_FAMILY_OFFICE -> PROBABLE_SFO (a press release by Memorial Healthcare System describes it as a single family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Rockefeller Capital Manageme named as in-care-of on Oneill Family Charitable Tr ($153,762,094 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Rockefeller Capital Management found on the SEC adviser roster (services_description)
Rockefeller Global Family Office named as a single family office on prnewswire
Rockefeller Capital Management L.P. reported $56,396,064,511 across 11499 13(f) positions for the quarter ended 2026-03-31
Rockefeller Capital Management L.P. opened a $4,357,150 position in Sable Offshore Corp (263,750 shares)
Rockefeller Capital Management L.P. opened a $93,226,868 position in Astrazeneca Plc (473,389 shares)
Rockefeller Capital Management L.P. opened a $11,965,560 position in Amcor Plc (301,019 shares)
Rockefeller Capital Management L.P. opened a $8,500,315 position in Cohen & Steers Etf Trust (331,589 shares)
Rockefeller Capital Management L.P. opened a $17,198,847 position in Morgan Stanley Etf Trust (337,629 shares)
Rockefeller Capital Management L.P. increased Relx Plc 150,868 -> 491,203 shares ($6,098,146 -> $16,283,435)
Rockefeller Capital Management L.P. increased Millrose Pptys Inc 5,011 -> 82,093 shares ($149,681 -> $2,298,625)
Rockefeller Capital Management L.P. increased Lauder Estee Cos Inc 7,703 -> 27,877 shares ($806,754 -> $2,000,833)
Rockefeller Capital Management L.P. increased Ishares Tr 42,380 -> 68,855 shares ($2,143,516 -> $3,485,462)
Rockefeller Capital Management L.P. increased Huron Consulting Group Inc 107,944 -> 138,273 shares ($18,664,597 -> $17,628,426)
Rockefeller Capital Management L.P. increased Caseys Gen Stores Inc 2,706 -> 3,412 shares ($1,496,064 -> $2,483,630)
Rockefeller Capital Management L.P. increased Casella Waste Sys Inc 188,331 -> 255,656 shares ($18,445,138 -> $20,283,748)
Rockefeller Capital Management L.P. increased ARM Holdings Plc 26,745 -> 77,696 shares ($2,923,496 -> $11,753,851)
Rockefeller Capital Management L.P. increased Ares Management Corporation 207,570 -> 265,940 shares ($33,549,665 -> $29,014,197)
Rockefeller Capital Management L.P. increased UL Solutions Inc 211,095 -> 319,577 shares ($16,647,066 -> $27,390,957)
Rockefeller Capital Management L.P. increased Sunrun Inc 4,337 -> 326,158 shares ($79,810 -> $4,422,709)
Rockefeller Capital Management L.P. increased Reddit Inc 11,697 -> 28,508 shares ($2,688,789 -> $3,838,602)
Rockefeller Capital Management L.P. increased RBB Fund Trust 55,350 -> 210,032 shares ($2,547,594 -> $9,871,546)
Rockefeller Capital Management L.P. increased Kymera Therapeutics Inc 25,533 -> 32,367 shares ($1,986,723 -> $2,695,848)
Rockefeller Capital Management L.P. increased Global X Fds 31,992 -> 46,727 shares ($1,936,514 -> $3,455,006)
Rockefeller Capital Management L.P. increased Ishares Tr 98,634 -> 132,804 shares ($7,003,177 -> $9,332,195)
Rockefeller Capital Management L.P. increased Ishares Tr 43,949 -> 151,866 shares ($3,221,493 -> $11,619,291)
Rockefeller Capital Management L.P. increased Ishares Inc 30,109 -> 123,112 shares ($1,545,940 -> $6,966,951)
Rockefeller Capital Management L.P. increased Ishares Inc 119,002 -> 193,608 shares ($8,650,156 -> $15,229,279)
Rockefeller Capital Management L.P. increased Huntington Ingalls Inds Inc 9,221 -> 48,007 shares ($3,138,326 -> $18,238,431)
Rockefeller Capital Management L.P. increased Huntington Bancshares Inc 158,004 -> 201,236 shares ($2,741,391 -> $3,149,353)
Rockefeller Capital Management L.P. increased Etfis Ser Tr I 5,537 -> 138,335 shares ($98,257 -> $2,093,012)
Rockefeller Capital Management L.P. increased ETF Ser Solutions 101,257 -> 863,602 shares ($3,277,898 -> $28,723,433)
Rockefeller Capital Management L.P. increased EQT Corp 309,259 -> 1,755,084 shares ($16,577,261 -> $111,693,587)
Rockefeller Capital Management L.P. increased Carpenter Technology Corp 4,332 -> 8,668 shares ($1,364,104 -> $3,416,801)
Rockefeller Capital Management L.P. increased Cardinal Health Inc 12,166 -> 17,341 shares ($2,500,612 -> $3,664,496)
Rockefeller Capital Management L.P. increased Capital Group Equity Etf Tr 64,725 -> 206,541 shares ($1,866,669 -> $6,064,044)