As of November 10, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Rockefeller Capital Management L.P. The largest reported stake is SouthState Bank Corp's, at 8.1%. One filing is on record since November 9, 2026 (Schedule 13G, November 9, 2026).
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Key facts
- · Reporting person: SouthState Bank Corp · Sole voting: 1,594,257 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G, 2026-11-09
- · Holder: SouthState Bank Corp · Percent: 8.1% · SCHEDULE 13G
- · Holder: SouthState Bank Corp · Percent: 8.1% · Shares: 1,594,257 · SCHEDULE 13G
Rockefeller Capital Management L.P. has 1 Schedule 13D or 13G filing on record since 2026-11-09. 1 holder's latest filing reports 5% or more of rockefeller opportunistic municipal bond etf. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| SouthState Bank Corp | 8.1% | 1,594,257 | SCHEDULE 13G, 2026-11-09 | 2026-09-30 |
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| SouthState Bank Corp | 1,594,257 | 0 | 0 | 0 | SCHEDULE 13G, 2026-11-09 |
The latest filing identifies Rockefeller Capital Management L.P. by CUSIP 45259A878 and gives its principal executive office as 45 ROCKEFELLER PLAZA, 5TH FLOOR, NEW YORK, NY 10111 (SCHEDULE 13G, 2026-11-09).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-11-09 | SouthState Bank Corp | 8.1% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.