Rockefeller Capital Management
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Rockefeller Capital Management’s MSCI MSCI Stock Holding History

Rockefeller Capital Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.13M Sell
5,809
-1,291
-18% -$728K 0.01% 1104
2025
Q4 		$4.07M Buy
7,100
+2,510
+55% +$1.41M 0.01% 953
2025
Q3 		$2.6M Buy
+4,590
New +$2.59M 0.01% 1052
2023
Q2 		– Sell
-1,074
Closed -$600K – 1953
2023
Q1 		$600K Sell
1,074
-318
-23% -$168K ﹤0.01% 1274
2022
Q4 		$646K Sell
1,392
-36
-3% -$16.8K ﹤0.01% 1179
2022
Q3 		$601K Buy
1,428
+74
+5% +$33.9K ﹤0.01% 1202
2022
Q2 		$558K Buy
1,354
+456
+51% +$199K ﹤0.01% 1218
2022
Q1 		$451K Buy
898
+191
+27% +$99K ﹤0.01% 1357
2021
Q4 		$433K Buy
707
+103
+17% +$64.6K ﹤0.01% 1370
2021
Q3 		$367K Sell
604
-7,838
-93% -$4.79M ﹤0.01% 1366
2021
Q2 		$4.5M Buy
8,442
+17
+0.2% +$8.1K 0.03% 479
2021
Q1 		$3.53M Buy
8,425
+41
+0.5% +$17.2K 0.02% 440
2020
Q4 		$3.74M Buy
8,384
+72
+0.9% +$28.3K 0.03% 376
2020
Q3 		$2.96M Sell
8,312
-255
-3% -$92.6K 0.03% 348
2020
Q2 		$2.86M Buy
8,567
+8,114
+1,791% +$2.62M 0.03% 328
2020
Q1 		$131K Buy
453
+72
+19% +$20.4K ﹤0.01% 941
2019
Q4 		$98K Buy
381
+47
+14% +$11.5K ﹤0.01% 977
2019
Q3 		$73K Hold
334
– – ﹤0.01% 873
2019
Q2 		$80K Sell
334
-175
-34% -$39.2K ﹤0.01% 735
2019
Q1 		$102K Buy
509
+147
+41% +$25.6K ﹤0.01% 750
2018
Q4 		$53K Buy
362
+334
+1,193% +$50.8K ﹤0.01% 518
2018
Q3 		$5K Hold
28
– – ﹤0.01% 672
2018
Q2 		$5K Buy
+28
New +$4.42K ﹤0.01% 703

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Rockefeller Capital Management's MSCI Position: Q1 2026 in Review

Rockefeller Capital Management reduced its MSCI (MSCI) stake by 18% in Q1 2026, selling an estimated $728K and leaving 5,809 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #1104.

Rockefeller Capital Management first reported a position in MSCI in Q2 2018 and has held it in 23 quarters since. The position peaked at $4.5M in Q2 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Rockefeller Capital Management held 5,809 shares of MSCI worth $3.13M as of Q1 2026.
  • Rockefeller Capital Management sold 1,291 MSCI shares in Q1 2026, an estimated $728K.
  • MSCI made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1104 holding.
  • Rockefeller Capital Management first reported a position in MSCI in Q2 2018 and has held it in 23 quarters since.
  • Rockefeller Capital Management's MSCI position peaked at $4.5M in Q2 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.