First Manhattan Co. Llc.

Investment Portfolio & 13F Holdings Analysis

About

FIRST MANHATTAN CO. LLC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 678 holdings worth $34.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 678
Total Value: 34278225035
Accession Number: 0001750312-25-000007
Form Type: 13F-HR
CIK: 0000728083
Manager Name: First Manhattan Co. Llc.

Data Enrichment

91% identified

618 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

678 positions • $34,278,225.035K total value

678 positions

Manager:

SEC FilingSEC DataHachi Filing

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

14253(-3.7%)

Value:

$11.4T(+12.8%)

MICROSOFT CORP

MSFT|594918104

4477461(+1.0%)

Value:

$1.7T(-10.3%)

Apple Inc.

AAPL|037833100

6291537(-3.7%)

Value:

$1.4T(-14.7%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

1932962(+1.4%)

Value:

$1.0T(+18.5%)

AUTOZONE INC

AZO|053332102

256411(-0.7%)

Value:

$977.6B(+17.9%)

KKR & Co. Inc.

KKR|48251W104

8342388(-0.6%)

Value:

$964.5B(-22.7%)

BROOKFIELD Corp /ON/

BN.TO|11271J107

16732379(-1.0%)

Value:

$875.7B(-10.0%)

Alphabet Inc.

GOOG|02079K107

5362521(-0.8%)

Value:

$837.8B(-18.8%)

ORACLE CORP

ORCL|68389X105

4908228(-3.8%)

Value:

$686.2B(-19.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

1145481(-24.8%)

Value:

$599.9B(-22.1%)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

2397679(+6.5%)

Value:

$496.9B(+19.0%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

948563(+6.4%)

Value:

$472.4B(+1.8%)

ASML HOLDING NV

ASML|N07059210

708062(+61.0%)

Value:

$469.2B(+52.6%)

VISA INC.

V|92826C839

1299273(+3.6%)

Value:

$455.3B(+14.0%)

APPLIED MATERIALS INC /DE

AMAT|038222105

3088624(+7.8%)

Value:

$448.2B(-4.1%)

Texas Pacific Land Corp

TPL|88262P102

337922(-0.0%)

Value:

$447.7B(+19.8%)

Salesforce, Inc.

CRM|79466L302

1541014(-1.1%)

Value:

$413.5B(-21.6%)

DANAHER CORP /DE/

DHR|235851102

1933460(+1.5%)

Value:

$396.9B(-9.3%)

Broadcom Inc.

AVGO|11135F101

2290528(-0.8%)

Value:

$383.5B(-29.0%)

LOWES COMPANIES INC

LOW|548661107

1407893(+0.6%)

Value:

$328.4B(-6.2%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Acusip084670108)	14.3K	QoQ -3.70% (-548) YoY -6.91% (-1.1K)	All Managers (Combined)	$11.4B	QoQ +12.85% (-$1296.4M) YoY +17.14% (-$1665.6M)
Microsoft Corp(MSFTcusip594918104)	4.5M	QoQ +1.03% (-45.8K) YoY -2.09% (-95.6K)	All Managers (Combined)	$1.7B	QoQ -10.32% (-$193.5M) YoY -12.64% (-$243.2M)
Apple Inc.(AAPLcusip037833100)	6.3M	QoQ -3.69% (-241.6K) YoY -8.86% (-611.7K)	All Managers (Combined)	$1.4B	QoQ -14.68% (-$240.6M) YoY +18.05% (-$213.8M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	1.9M	QoQ +1.39% (+26.5K) YoY -2.32% (-45.9K)	All Managers (Combined)	$1.0B	QoQ +18.50% (+$160.7M) YoY +23.70% (-$197.3M)
Autozone Inc(AZOcusip053332102)	256.4K	QoQ -0.74% (-1.9K) YoY +0.07% (+181)	All Managers (Combined)	$977.6M	QoQ +17.86% (-$148.2M) YoY +21.06% (+$170.1M)
Kkr & Co. Inc.(KKRcusip48251W104)	8.3M	QoQ -0.59% (-49.8K) YoY -8.57% (-782.2K)	All Managers (Combined)	$964.5M	QoQ -22.73% (-$283.8M) YoY +5.08% (-$46.7M)
Brookfield Corp /On/(BN.TOcusip11271J107)	16.7M	QoQ -1.03% (-175.4K) YoY -6.17% (-1.1M)	All Managers (Combined)	$875.7M	QoQ -9.99% (-$97.3M) YoY +17.27% (-$129.0M)
Alphabet Inc.(GOOGcusip02079K107)	5.4M	QoQ -0.75% (-40.8K) YoY -4.08% (-228.4K)	All Managers (Combined)	$837.8M	QoQ -18.84% (-$194.5M) YoY -1.58% (-$13.5M)
Oracle Corp(ORCLcusip68389X105)	4.9M	QoQ -3.78% (-193.0K) YoY -9.24% (-499.9K)	All Managers (Combined)	$686.2M	QoQ -19.77% (-$169.1M) YoY +1.01% (-$6.9M)
Unitedhealth Group Inc(UNHcusip91324P102)	1.1M	QoQ -24.78% (-377.5K) YoY -33.08% (-566.3K)	All Managers (Combined)	$599.9M	QoQ -22.14% (-$170.6M) YoY -29.15% (-$246.9M)
Take Two Interactive Software Inc(TTWOcusip874054109)	2.4M	QoQ +6.53% (+147.1K) YoY +59.89% (+898.2K)	All Managers (Combined)	$496.9M	QoQ +18.96% (+$79.2M) YoY +123.16% (+$274.3M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	948.6K	QoQ +6.42% (+57.2K) YoY +3.83% (-35.0K)	All Managers (Combined)	$472.4M	QoQ +1.79% (+$8.4M) YoY -11.03% (-$58.6M)
Asml Holding Nv(ASMLcusipN07059210)	708.1K	QoQ +60.96% (+268.2K) YoY +167.23% (+443.1K)	All Managers (Combined)	$469.2M	QoQ +52.64% (+$161.8M) YoY +82.46% (+$212.0M)
Visa Inc.(Vcusip92826C839)	1.3M	QoQ +3.63% (+45.6K) YoY +18.00% (+198.3K)	All Managers (Combined)	$455.3M	QoQ +13.99% (+$55.9M) YoY +48.18% (+$148.1M)
Applied Materials Inc /De(AMATcusip038222105)	3.1M	QoQ +7.84% (-224.7K) YoY +140.62% (+1.8M)	All Managers (Combined)	$448.2M	QoQ -4.10% (-$19.2M) YoY +69.32% (+$183.5M)
Texas Pacific Land Corp(TPLcusip88262P102)	337.9K	QoQ -0.03% (-110) YoY -21.02% (-90.0K)	All Managers (Combined)	$447.7M	QoQ +19.76% (-$73.9M) YoY +80.87% (-$200.2M)
Salesforce, Inc.(CRMcusip79466L302)	1.5M	QoQ -1.12% (-17.6K) YoY +11782.28% (+1.5M)	All Managers (Combined)	$413.5M	QoQ -21.64% (-$114.2M) YoY +10486.64% (+$409.6M)
Danaher Corp /De/(DHRcusip235851102)	1.9M	QoQ +1.54% (-29.4K) YoY -8.22% (-173.3K)	All Managers (Combined)	$396.9M	QoQ -9.34% (-$40.9M) YoY -24.55% (-$129.2M)
Broadcom Inc.(AVGOcusip11135F101)	2.3M	QoQ -0.80% (-18.6K) YoY +892.20% (+2.1M)	All Managers (Combined)	$383.5M	QoQ -29.01% (-$156.8M) YoY +25.33% (+$77.5M)
Lowes Companies Inc(LOWcusip548661107)	1.4M	QoQ +0.60% (-8.4K) YoY +4.08% (-55.3K)	All Managers (Combined)	$328.4M	QoQ -6.17% (-$21.6M) YoY -4.69% (-$16.2M)