Quick Takeaways
- ROCKEFELLER FINANCIAL SERVICES INC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2017.
- Latest reported holdings value: $6,335,931,000.
- Info
- Portfolio
13F Filings History of ROCKEFELLER FINANCIAL SERVICES INC
- Latest 13F report
- Q4 2017 - 02 Feb 2018
- Value $
- $6,335,931,000
- Signature - Title
- Timothy McCarthy - Chief Compliance Officer
- Location
- New York, NY
- Summary
- This page shows a list of all the recent 13F filings made by ROCKEFELLER FINANCIAL SERVICES INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROCKEFELLER FINANCIAL SERVICES INC reported 519 stock holdings with total value $6,335,931,000 as of Q4 2017. Top holdings included LUV, CMCSA, JPM, GOOG, and V.
Follow Filing Activity
Follow ROCKEFELLER FINANCIAL SERVICES INC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 02 Feb 2018, 14:37.
- Reported value moved from $5,251,626,000 to $6,335,931,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2017 | 519 | $6,335,931,000 | +$1,350,579,603 | -$578,241,587 | +$772,338,016 | LUV, CMCSA, JPM, GOOG, V | 13F-HR | 02 Feb 2018, 14:37 |
| Q3 2017 | 528 | $5,251,626,000 | +$238,947,385 | -$221,040,195 | +$17,907,190 | META, LUV, JPM, GOOG, V | 13F-HR | 20 Oct 2017, 15:41 |
| Q2 2017 | 446 | $5,037,307,000 | +$187,419,636 | -$397,969,486 | -$210,549,850 | LUV, JPM, META, ORCL, GOOG | 13F-HR | 18 Jul 2017, 13:26 |
| Q1 2017 | 466 | $5,006,106,000 | +$164,807,689 | -$390,576,175 | -$225,768,486 | LUV, JPM, META, GOOG, V | 13F-HR | 28 Apr 2017, 12:08 |
| Q4 2016 | 506 | $4,921,319,000 | +$529,210,700 | -$448,086,490 | +$81,124,210 | JPM, LUV, GOOG, CVS, V | 13F-HR | 19 Jan 2017, 14:12 |
| Q3 2016 | 457 | $4,788,301,000 | +$371,406,220 | -$858,625,317 | -$487,219,097 | MSFT, JPM, CVS, V, ORCL | 13F-HR | 28 Oct 2016, 11:07 |
| Q2 2016 | 471 | $5,003,923,000 | +$347,909,532 | -$547,720,324 | -$199,810,792 | JPM, MSFT, ORCL, V, RGA | 13F-HR | 20 Jul 2016, 12:43 |
| Q1 2016 | 607 | $5,151,209,000 | +$473,968,383 | -$461,438,951 | +$12,529,432 | MSFT, AAPL, JPM, ORCL, GOOG | 13F-HR | 28 Apr 2016, 14:05 |
| Q4 2015 | 534 | $5,146,649,000 | +$645,733,974 | -$631,549,437 | +$14,184,537 | MSFT, JPM, GOOG, ORCL, WEC | 13F-HR | 03 Feb 2016, 16:08 |
| Q3 2015 | 511 | $4,916,515,000 | +$861,776,410 | -$324,405,729 | +$537,370,681 | JPM, MSFT, ORCL, V, CVS | 13F-HR | 23 Oct 2015, 09:35 |
| Q2 2015 | 461 | $4,825,012,000 | +$419,961,702 | -$232,865,776 | +$187,095,926 | JPM, MSFT, ORCL, WFC, ESRX | 13F-HR | 14 Jul 2015, 10:27 |
| Q1 2015 | 514 | $4,628,460,000 | +$511,916,898 | -$408,930,914 | +$102,985,984 | JPM, ORCL, V, CVX, WFC | 13F-HR | 05 May 2015, 12:11 |
| Q4 2014 | 475 | $4,562,876,000 | +$462,494,212 | -$520,234,377 | -$57,740,165 | ORCL, JPM, WFC, CVX, MSFT | 13F-HR | 28 Jan 2015, 12:37 |
| Q3 2014 | 483 | $4,487,490,000 | +$519,867,501 | -$457,199,062 | +$62,668,439 | JPM, CVX, MSFT, ORCL, NVS | 13F-HR | 05 Nov 2014, 10:56 |
| Q2 2014 | 626 | $4,448,755,000 | +$523,956,862 | -$869,531,367 | -$345,574,505 | JPM, MSFT, TD, CHL, MRK | 13F-HR | 25 Jul 2014, 14:28 |
| Q1 2014 | 506 | $4,617,110,000 | +$404,396,341 | -$453,263,362 | -$48,867,021 | Google Inc - Class A, JPM, CVX, MSFT, MRK | 13F-HR | 05 May 2014, 11:13 |
| Q4 2013 | 506 | $4,628,340,000 | $0 | $0 | $0 | GOOGL, CVX, MSFT, JPM, XOM | 13F-HR | 03 Feb 2014, 12:41 |