First Manhattan Co. Llc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 678Value: $34.3BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NECB",
  "NWE",
  "RGEN",
  "ARES",
  "GTES",
  "ESGR",
  "MTCH",
  null,
  null,
  null,
  "PLXS",
  "NTR",
  "AGI.TO",
  "ARW",
  null,
  "BEP",
  "ENTG",
  "BEPC",
  "AVAV",
  null,
  "RF",
  "QSR",
  "SPR",
  "ONON",
  "ATR",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "PPBI",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "LARK",
  "SKT",
  "MWA",
  "JEF",
  "MTSI",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "UTL",
  "VTS",
  "CET",
  "AXP",
  null,
  "AKR",
  "APG",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "AMAL",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "KMX",
  "CP.TO",
  "AUB",
  "FELE",
  "BSX",
  "HHH",
  "IAC",
  null,
  "CCI",
  "COF",
  "LEN-B",
  "CTO",
  "LLYVA",
  null,
  "DUK",
  "NICE",
  "NRIM",
  "PRIM",
  null,
  "EBAY",
  "RUM",
  "SJW",
  "SAFT",
  "ECG",
  "WTRG",
  "EOG",
  "UVSP",
  "UE",
  "USCB",
  "EXPD",
  null,
  "UG",
  "FXNC",
  "PNR",
  "NRK",
  "CLSD",
  "FCX",
  "TMC",
  "TSHA",
  "GD",
  "GILD",
  "GIS",
  "ALDX",
  "ARKR",
  "AVD",
  "HLT",
  "ARIS",
  "HON",
  "HD",
  "BAER",
  "CHW",
  "AZN",
  "MCD",
  "RPM",
  null,
  "UNP",
  "ARTNA",
  "QCOM",
  "CALC",
  "FSBW",
  "LAMR",
  "ISRG",
  "IMRX",
  "HSBC",
  "ABUS",
  "HTBK",
  "LEN",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "MNSB",
  "LUCD",
  "MRBK",
  "MIR",
  "BEEP",
  null,
  "NEXT",
  "NNBR",
  "PAYO",
  "OVID",
  "PDSB",
  "OPBK",
  "PRK",
  "PKBK",
  "IJH",
  "BPRN",
  "QIPT",
  null,
  "METCB",
  "FRST",
  "SBFG",
  null,
  "TRC",
  "TGB",
  "SGC",
  "TDW",
  "TRST",
  "IQV",
  "CFBK",
  null,
  "BOTJ",
  "DMAC",
  "NCA",
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "FWONA",
  "GAM",
  "LIN",
  "OPK",
  null,
  "L",
  null,
  "CFFI",
  "BAFN",
  "MPC",
  "MGYR",
  "MMC",
  "PWR",
  "METC",
  "SPE",
  "MA",
  "QXO",
  null,
  null,
  "MDT",
  null,
  null,
  "MSFT",
  null,
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EXC",
  "EVRG",
  "FND",
  "FTV",
  "GE",
  "NTRS",
  "NI",
  "HES",
  "NVS",
  "TEVA",
  "OXY",
  "OMC",
  "ORLY",
  "DIBS",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  "VHT",
  null,
  "REG",
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "PBR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MAN",
  "MKC",
  "NRO",
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "NEM",
  "SMHI",
  "MET",
  "VXF",
  "SOUN",
  "VV",
  "OLP",
  "OGE",
  "MSEX",
  "MVBF",
  "SCHW",
  "PAVM",
  "WNEB",
  "MDU",
  "POR",
  "ACU",
  "ALC",
  "PNW",
  "VWO",
  "AWI",
  "OFG",
  "VCIT",
  "LBRDA",
  null,
  "CSWC",
  "VIG",
  "BCML",
  "NATH",
  "VLN",
  "ACP",
  "TXT",
  "TRS",
  "LSBK",
  "IWN",
  "SNY",
  "GL",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  "PR",
  null,
  null,
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  null,
  "K",
  "TT",
  "GROV",
  "GPK",
  "GRBK",
  "VRT",
  "RRC",
  "RYN",
  "MLI",
  "MSA",
  "AON",
  "SWX",
  "AEE",
  "GM",
  "VNO",
  "ACGL",
  "TMHC",
  null,
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "DRI",
  "WAB",
  "IP",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "EFX",
  "VLY",
  "AIZ",
  "ROIV",
  "AEP",
  "CZWI",
  "CRWS",
  "CHMG",
  "EEX",
  "ESQ",
  "EFSC",
  "EBMT",
  "FSEA",
  "EOLS",
  "EVLV",
  "ES",
  null,
  "HTH",
  "KLTR",
  "KNF",
  "LB",
  "KW",
  "IDXX",
  "PCYO",
  "BIPC",
  null,
  "NBN",
  "IEX",
  "AOS",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "TTWO",
  "CMS",
  "HCA",
  "SIRI",
  "AL",
  "KD",
  "TPL",
  "AMTM",
  "MTX",
  "DOX",
  null,
  "CEF",
  "SG",
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VYMI",
  "VONE",
  "VXUS",
  "VOOG",
  "VTWO",
  null,
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VBTX",
  "VTV",
  "V",
  "VMEO",
  "WBD",
  "WMT",
  "WAT",
  null,
  "WBS",
  "WFC",
  "WTM",
  "WTW",
  "WMB",
  null,
  "WH",
  "ZVIA",
  "YORW",
  "YUMC",
  "YUM",
  "XPO",
  "XYL",
  "SOLV",
  "ESI",
  "ADT",
  "ONTO",
  "NVGS",
  "POST",
  "MTB",
  "CNQ",
  "GEN",
  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "DEI",
  "NSC",
  "KIM",
  "CACC",
  null,
  "LBRDK",
  "LLYVK",
  "LH",
  "MKL",
  "MGM",
  "NOV",
  "TRUP",
  "SO",
  null,
  "OTIS",
  "PSX",
  "CRM",
  null,
  "SCI",
  null,
  "TAC",
  "TDY",
  "S",
  "SYY",
  "PTEN",
  "DIA",
  "LNTH",
  "GEV",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  "HESM",
  "NVT",
  "PAAS",
  "EXR",
  "GWW",
  "PSA",
  "NUE",
  null,
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "CAR",
  "AXS",
  "BALL",
  "BAC",
  "BKU",
  "OZK",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BIO",
  "BL",
  "BA",
  "BAH",
  "OWL",
  "BMY",
  "BCO",
  "BRT",
  "BRKL",
  "BIP",
  "BAM.TO",
  "BR",
  "BWXT",
  "BXP",
  "CAL",
  "CAC",
  "CDNS",
  "CPT",
  "CARE",
  "CG",
  "CARR",
  "CBL",
  "CBZ",
  "CNC",
  "CERS",
  "CPK",
  "CVX",
  "GTLS",
  "CHTR",
  "CIEN",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLVT",
  "CLX",
  "CME",
  "KO",
  "COHR",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "CWBC",
  "CMP",
  "CMPO",
  "CWCO",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COTY",
  "COST",
  "CTVA",
  "CSGP",
  "CPNG",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CFR",
  "DHR",
  "DE",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  null,
  "DFAX",
  "DFS",
  "RSP",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: first-manhattan-co
Manager Name: First-Manhattan-Co

Data Enrichment

91% identified

618 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

678 positions • $34.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 34

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:14.3K

Value:$11.4B

% of Portfolio:33.2% ($11.4B/$34.3B)

MICROSOFT CORP

MSFT|594918104

Shares:4.5M

Value:$1.7B

% of Portfolio:4.9% ($1.7B/$34.3B)

Apple Inc.

AAPL|037833100

Shares:6.3M

Value:$1.4B

% of Portfolio:4.1% ($1.4B/$34.3B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9M

Value:$1.0B

% of Portfolio:3.0% ($1.0B/$34.3B)

AUTOZONE INC

AZO|053332102

Shares:256.4K

Value:$977.6M

% of Portfolio:2.9% ($977.6M/$34.3B)

KKR & Co. Inc.

KKR|48251W104

Shares:8.3M

Value:$964.5M

% of Portfolio:2.8% ($964.5M/$34.3B)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:16.7M

Value:$875.7M

% of Portfolio:2.6% ($875.7M/$34.3B)

Alphabet Inc.

GOOG|02079K107

Shares:5.4M

Value:$837.8M

% of Portfolio:2.4% ($837.8M/$34.3B)

ORACLE CORP

ORCL|68389X105

Shares:4.9M

Value:$686.2M

% of Portfolio:2.0% ($686.2M/$34.3B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1M

Value:$599.9M

% of Portfolio:1.8% ($599.9M/$34.3B)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:2.4M

Value:$496.9M

% of Portfolio:1.4% ($496.9M/$34.3B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:948.6K

Value:$472.4M

% of Portfolio:1.4% ($472.4M/$34.3B)

ASML HOLDING NV

ASML|N07059210

Shares:708.1K

Value:$469.2M

% of Portfolio:1.4% ($469.2M/$34.3B)

VISA INC.

V|92826C839

Shares:1.3M

Value:$455.3M

% of Portfolio:1.3% ($455.3M/$34.3B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.1M

Value:$448.2M

% of Portfolio:1.3% ($448.2M/$34.3B)

Texas Pacific Land Corp

TPL|88262P102

Shares:337.9K

Value:$447.7M

% of Portfolio:1.3% ($447.7M/$34.3B)

Salesforce, Inc.

CRM|79466L302

Shares:1.5M

Value:$413.5M

% of Portfolio:1.2% ($413.5M/$34.3B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.9M

Value:$396.9M

% of Portfolio:1.2% ($396.9M/$34.3B)

Broadcom Inc.

AVGO|11135F101

Shares:2.3M

Value:$383.5M

% of Portfolio:1.1% ($383.5M/$34.3B)

LOWES COMPANIES INC

LOW|548661107

Shares:1.4M

Value:$328.4M

% of Portfolio:1.0% ($328.4M/$34.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	14.3K	QoQ -3.70% (-548) YoY -6.91% (-1.1K)	All Managers (Combined)	$11.4B	33.2% ($11.4B/$34.3B)	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	4.9% ($1.7B/$34.3B)	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	4.1% ($1.4B/$34.3B)	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	3.0% ($1.0B/$34.3B)	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	2.9% ($977.6M/$34.3B)	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	2.8% ($964.5M/$34.3B)	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	2.6% ($875.7M/$34.3B)	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	2.4% ($837.8M/$34.3B)	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	2.0% ($686.2M/$34.3B)	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	1.8% ($599.9M/$34.3B)	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	1.4% ($496.9M/$34.3B)	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	1.4% ($472.4M/$34.3B)	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	1.4% ($469.2M/$34.3B)	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	1.3% ($455.3M/$34.3B)	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	1.3% ($448.2M/$34.3B)	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	1.3% ($447.7M/$34.3B)	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	1.2% ($413.5M/$34.3B)	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	1.2% ($396.9M/$34.3B)	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	1.1% ($383.5M/$34.3B)	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	1.0% ($328.4M/$34.3B)	QoQ -6.17% (-$21.6M) YoY -4.69% (-$16.2M)