First Manhattan Co. LLC. Top Holdings and 13F Report (2025)

About First Manhattan Co. LLC.

Investment Activity

First Manhattan Co. LLC. has $34.28 billion in total holdings as of March 31, 2025.
First Manhattan Co. LLC. owns shares of 678 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 2.93% of the portfolio was purchased this quarter.
About 4.16% of the portfolio was sold this quarter.
This quarter, First Manhattan Co. LLC. has purchased 680 new stocks and bought additional shares in 168 stocks.
First Manhattan Co. LLC. sold shares of 303 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $11,380,188,125
Microsoft: $1,680,794,112
Apple: $1,397,539,027
Berkshire Hathaway: $1,029,456,902
AutoZone: $977,638,733

Largest New Holdings this Quarter

15135B101 - Centene: $28,829,904 Holding
04041L106 - Aris Water Solutions: $17,313,455 Holding
293792107 - Enterprise Products Partners: $13,831,753 Holding
228368106 - Crown: $11,662,128 Holding
949746804 - Wells Fargo & Co. Pfd. Series L: $9,228,148 Holding

Largest Purchases this Quarter

ASML: 268,172 shares (about $177.70M)
Kinsale Capital Group: 161,132 shares (about $78.42M)
GE VERNOVA INC: 194,410 shares (about $59.35M)
Vertiv: 521,762 shares (about $37.67M)
Applied Materials: 224,743 shares (about $32.61M)

Largest Sales this Quarter

Berkshire Hathaway: 548 shares (about $437.55M)
UnitedHealth Group: 377,517 shares (about $197.72M)
NextEra Energy: 1,564,765 shares (about $110.93M)
Apple: 241,647 shares (about $53.68M)
Keysight Technologies: 326,651 shares (about $48.92M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$11,380,188,125	$437,545,997 ▼	-3.7%	14,253	33.2%	Finance
MSFT Microsoft	$1,680,794,112	$17,202,998 ▲	1.0%	4,477,461	4.9%	Computer and Technology
AAPL Apple	$1,397,539,027	$53,677,045 ▼	-3.7%	6,291,537	4.1%	Computer and Technology
BRK.B Berkshire Hathaway	$1,029,456,902	$14,117,631 ▲	1.4%	1,932,962	3.0%	Finance
AZO AutoZone	$977,638,733	$7,293,848 ▼	-0.7%	256,411	2.9%	Retail/Wholesale
KKR KKR & Co. Inc.	$964,463,512	$5,751,945 ▼	-0.6%	8,342,388	2.8%	Finance
BN Brookfield	$875,695,045	$9,178,156 ▼	-1.0%	16,732,379	2.6%	Finance
GOOG Alphabet	$837,786,656	$6,371,528 ▼	-0.8%	5,362,521	2.4%	Computer and Technology
ORCL Oracle	$686,219,340	$26,982,490 ▼	-3.8%	4,908,228	2.0%	Computer and Technology
UNH UnitedHealth Group	$599,945,758	$197,724,557 ▼	-24.8%	1,145,481	1.8%	Medical
TTWO Take-Two Interactive Software	$496,918,973	$30,481,708 ▲	6.5%	2,397,679	1.4%	Consumer Discretionary
TMO Thermo Fisher Scientific	$472,361,453	$28,505,133 ▲	6.4%	948,563	1.4%	Medical
ASML ASML	$469,183,123	$177,698,812 ▲	61.0%	708,062	1.4%	Computer and Technology
V Visa	$455,343,336	$15,986,237 ▲	3.6%	1,299,273	1.3%	Business Services
AMAT Applied Materials	$448,221,153	$32,614,707 ▲	7.8%	3,088,624	1.3%	Computer and Technology
TPL Texas Pacific Land	$447,742,750	$145,749 ▼	0.0%	337,922	1.3%	Energy
CRM Salesforce	$413,546,633	$4,715,623 ▼	-1.1%	1,541,014	1.2%	Computer and Technology
DHR Danaher	$396,926,760	$6,026,185 ▲	1.5%	1,933,460	1.2%	Medical
AVGO Broadcom	$383,503,124	$3,112,524 ▼	-0.8%	2,290,528	1.1%	Computer and Technology
LOW Lowe's Companies	$328,362,790	$1,967,528 ▲	0.6%	1,407,893	1.0%	Retail/Wholesale
HON Honeywell International	$320,248,097	$26,685,365 ▲	9.1%	1,512,388	0.9%	Multi-Sector Conglomerates
SPGI S&P Global	$308,966,214	$11,074,031 ▼	-3.5%	608,082	0.9%	Finance
LINDE PLC	$303,538,960	$20,496,999 ▲	7.2%	651,875	0.9%	SHS
GOOGL Alphabet	$298,694,612	$2,676,664 ▼	-0.9%	1,931,548	0.9%	Computer and Technology
PM Philip Morris International	$298,551,932	$728,907 ▼	-0.2%	1,867,724	0.9%	Consumer Staples
AMZN Amazon.com	$254,949,922	$10,825,604 ▲	4.4%	1,340,008	0.7%	Retail/Wholesale
ORLY O'Reilly Automotive	$251,191,442	$20,988,730 ▼	-7.7%	175,342	0.7%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$236,393,149	$14,301,100 ▼	-5.7%	459,989	0.7%	ETF
CPRT Copart	$221,399,660	$586,442 ▲	0.3%	3,912,346	0.6%	Business Services
LVMH MOET HENNESSY LOUIS VUITTON	$202,915,632	$11,263,411 ▲	5.9%	328,422	0.6%	COMMON STOCK
LANDBRIDGE COMPANY LLC	$201,303,012	$6,093,390 ▲	3.1%	2,798,207	0.6%	CL A
NVDA NVIDIA	$198,833,487	$20,315,394 ▲	11.4%	1,834,459	0.6%	Computer and Technology
ICE Intercontinental Exchange	$198,715,515	$1,232,858 ▲	0.6%	1,151,974	0.6%	Finance
ACN Accenture	$195,943,727	$14,190,337 ▼	-6.8%	627,944	0.6%	Computer and Technology
MCD McDonald's	$193,899,643	$10,539,053 ▼	-5.2%	620,737	0.6%	Retail/Wholesale
MDLZ Mondelez International	$163,751,496	$910,665 ▲	0.6%	2,396,937	0.5%	Consumer Staples
ALLY Ally Financial	$155,316,977	$1,171,453 ▲	0.8%	4,258,760	0.5%	Finance
AXP American Express	$139,593,066	$5,876,589 ▼	-4.0%	518,837	0.4%	Finance
JNJ Johnson & Johnson	$130,813,147	$11,483,927 ▼	-8.1%	788,791	0.4%	Medical
MAR Marriott International	$130,793,000	$250,586 ▼	-0.2%	549,089	0.4%	Consumer Discretionary
ABBV AbbVie	$129,537,649	$2,373,024 ▲	1.9%	618,259	0.4%	Medical
CMCSA Comcast	$129,316,152	$16,152,015 ▼	-11.1%	3,504,503	0.4%	Consumer Discretionary
UNP Union Pacific	$117,749,103	$27,724,181 ▲	30.8%	498,430	0.3%	Transportation
MTCH Match Group	$108,368,801	$201,708 ▲	0.2%	3,473,359	0.3%	Computer and Technology
FTV Fortive	$100,179,032	$1,619,839 ▼	-1.6%	1,368,940	0.3%	Computer and Technology
KNSL Kinsale Capital Group	$97,961,100	$78,424,560 ▲	401.4%	201,272	0.3%	Finance
SCI Service Corporation International	$96,711,672	$920,135 ▼	-0.9%	1,205,881	0.3%	Consumer Staples
COF Capital One Financial	$93,007,122	$4,159,585 ▼	-4.3%	518,723	0.3%	Finance
FMCX FMC Excelsior Focus Equity ETF	$90,898,811	$377,473 ▲	0.4%	3,054,180	0.3%	ETF
NSRGY Nestle	$90,292,355	$32,820,542 ▼	-26.7%	892,482	0.3%	Consumer Staples
NICE Nice	$89,813,121	$14,497,993 ▲	19.2%	582,559	0.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$87,067,223	$2,317,296 ▲	2.7%	502,611	0.3%	ETF
BALL Ball	$86,087,613	$23,807,972 ▲	38.2%	1,653,305	0.3%	Industrials
KEYS Keysight Technologies	$85,465,951	$48,922,520 ▼	-36.4%	570,648	0.2%	Computer and Technology
CSWI CSW Industrials	$83,390,802	$3,094,487 ▼	-3.6%	286,055	0.2%	Basic Materials
AIZ Assurant	$79,869,444	$2,781,285 ▼	-3.4%	380,784	0.2%	Finance
COR Cencora	$76,885,767	$2,974,173 ▲	4.0%	276,478	0.2%	Medical
JPM JPMorgan Chase & Co.	$74,153,209	$17,726,605 ▲	31.4%	302,296	0.2%	Finance
META Meta Platforms	$69,937,514	$9,744,555 ▲	16.2%	121,343	0.2%	Computer and Technology
GE VERNOVA INC	$69,690,238	$59,349,488 ▲	573.9%	228,283	0.2%	COM
KO CocaCola	$68,620,172	$5,162,576 ▲	8.1%	951,457	0.2%	Consumer Staples
VRT Vertiv	$66,281,116	$37,671,216 ▲	131.7%	918,021	0.2%	Computer and Technology
BAM Brookfield Asset Management	$58,666,825	$1,301,586 ▼	-2.2%	1,211,977	0.2%	Finance
BIP Brookfield Infrastructure Partners	$57,650,051	$2,982,994 ▼	-4.9%	1,935,136	0.2%	Finance
NKE NIKE	$54,228,346	$10,016,124 ▲	22.7%	849,446	0.2%	Consumer Discretionary
USB U.S. Bancorp	$49,634,181	$1,315,157 ▼	-2.6%	1,162,207	0.1%	Finance
VERALTO CORP	$49,504,117	$2,559,769 ▼	-4.9%	507,463	0.1%	COM SHS
AMT American Tower	$47,766,246	$2,011,930 ▲	4.4%	219,514	0.1%	Finance
MKL Markel Group	$47,430,136	$44,257,408 ▼	-48.3%	25,369	0.1%	Multi-Sector Conglomerates
CB Chubb	$47,048,992	$9,083,700 ▲	23.9%	155,359	0.1%	Finance
LLY Eli Lilly and Company	$46,099,671	$1,967,311 ▼	-4.1%	55,817	0.1%	Medical
MCO Moody's	$44,322,977	$1,667,170 ▼	-3.6%	95,177	0.1%	Finance
SBUX Starbucks	$43,776,933	$10,889,450 ▲	33.1%	446,294	0.1%	Retail/Wholesale
CNQ Canadian Natural Resources	$43,535,176	$767,103 ▼	-1.7%	1,395,152	0.1%	Energy
PG Procter & Gamble	$41,900,632	$1,182,373 ▼	-2.7%	245,867	0.1%	Consumer Staples
IQV IQVIA	$41,150,536	$4,911,894 ▲	13.6%	233,412	0.1%	Medical
INGR Ingredion	$39,962,127	$281,237 ▼	-0.7%	295,556	0.1%	Consumer Staples
BL BlackLine	$39,509,510	$31,742,458 ▲	408.7%	815,975	0.1%	Computer and Technology
GE GE Aerospace	$37,400,344	$920,877 ▼	-2.4%	186,580	0.1%	Aerospace
ENB Enbridge	$37,267,673	$2,478,944 ▼	-6.2%	842,067	0.1%	Energy
SCHW Charles Schwab	$36,118,157	$31,312 ▼	-0.1%	461,397	0.1%	Finance
HLT Hilton Worldwide	$34,568,159	$1,553,024 ▼	-4.3%	151,915	0.1%	Consumer Discretionary
TMC TMC the metals	$31,970,990	$239,106 ▼	-0.7%	18,587,785	0.1%	Basic Materials
AMGN Amgen	$30,636,581	$1,063,632 ▼	-3.4%	98,336	0.1%	Medical
CHTR Charter Communications	$30,261,841	$3,579,900 ▼	-10.6%	82,115	0.1%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$28,956,625	$3,104 ▲	0.0%	149,269	0.1%	ETF
CNC Centene	$28,829,904	$28,829,904 ▲	New Holding	474,879	0.1%	Medical
DEO Diageo	$28,785,439	$3,043,624 ▲	11.8%	270,800	0.1%	Consumer Staples
SNA Snap-On	$28,775,936	$99,418 ▼	-0.3%	85,386	0.1%	Consumer Discretionary
VO Vanguard Mid-Cap ETF	$28,480,786	$184,913 ▲	0.7%	110,126	0.1%	ETF
BA Boeing	$28,290,152	$1,054,681 ▼	-3.6%	165,876	0.1%	Aerospace
BUD Anheuser-Busch InBev SA/NV	$26,906,476	$5,075,871 ▲	23.3%	437,077	0.1%	Consumer Staples
IBM International Business Machines	$26,721,565	$737,030 ▼	-2.7%	107,462	0.1%	Computer and Technology
GGG Graco	$26,617,255	$415,713 ▼	-1.5%	318,731	0.1%	Industrials
WFC Wells Fargo & Company	$26,030,626	$1,345,417 ▼	-4.9%	362,594	0.1%	Finance
DIS Walt Disney	$25,233,649	$1,249,148 ▼	-4.7%	255,660	0.1%	Consumer Discretionary
SYK Stryker	$25,097,136	$371,599 ▼	-1.5%	67,268	0.1%	Medical
VHT Vanguard Health Care ETF	$24,370,250		0.0%	92,057	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$23,462,596	$5,803 ▼	0.0%	181,937	0.1%	ETF
AWK American Water Works	$23,395,465	$1,809,331 ▼	-7.2%	158,592	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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First Manhattan Co. LLC. Top Holdings and 13F Report (2025)

About First Manhattan Co. LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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First Manhattan Co. LLC. Top Holdings and 13F Report (2025)

About First Manhattan Co. LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Manhattan Co. LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools