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

About First Manhattan Co. LLC.

Investment Activity

First Manhattan Co. LLC. has $39.24 billion in total holdings as of March 31, 2025.
First Manhattan Co. LLC. owns shares of 742 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 5.07% of the portfolio was purchased this quarter.
About 5.83% of the portfolio was sold this quarter.
This quarter, First Manhattan Co. LLC. has purchased 753 new stocks and bought additional shares in 159 stocks.
First Manhattan Co. LLC. sold shares of 363 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $10,336,376,550
Microsoft: $1,620,906,706
ASML: $1,429,229,612
Apple: $1,428,199,965
Alphabet: $1,389,015,489

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $416,014,149 Holding
43849R105 - HONEYWELL AEROSPACE INC: $414,688,489 Holding
97785W106 - WOLFSPEED INC: $79,369,610 Holding
98138H101 - Workday: $78,267,880 Holding
27005A105 - EAGLEROCK LD LLC: $69,210,613 Holding

Largest Purchases this Quarter

HONEYWELL INTL INC: 1,858,036 shares (about $416.01M)
HONEYWELL AEROSPACE INC: 1,875,740 shares (about $414.69M)
Uber Technologies: 2,812,761 shares (about $202.97M)
Booking: 1,047,968 shares (about $186.79M)
WOLFSPEED INC: 1,644,966 shares (about $79.37M)

Largest Sales this Quarter

Applied Materials: 264,971 shares (about $191.57M)
Intel: 1,052,184 shares (about $146.92M)
Salesforce: 904,905 shares (about $142.13M)
Kinsale Capital Group: 427,656 shares (about $141.05M)
Boston Scientific: 3,213,883 shares (about $137.17M)

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	$10,336,376,550	$124,309,100 â–¼	-1.2%	13,803	26.3%	Finance
MSFT Microsoft	$1,620,906,706	$9,625,036 â–¼	-0.6%	4,345,361	4.1%	Technology
ASML ASML	$1,429,229,612	$71,508,431 â–¼	-4.8%	718,408	3.6%	Technology
AAPL Apple	$1,428,199,965	$23,373,054 â–¼	-1.6%	4,935,720	3.6%	Technology
GOOG Alphabet	$1,389,015,489	$42,655,764 â–¼	-3.0%	3,931,213	3.5%	Communication Services
BN Brookfield	$964,389,062	$27,920,285 â–¼	-2.8%	22,611,066	2.5%	Finance
AMAT Applied Materials	$896,848,073	$191,573,997 â–¼	-17.6%	1,240,454	2.3%	Technology
BRK.B Berkshire Hathaway	$889,577,830	$12,925,574 â–¼	-1.4%	1,777,769	2.3%	Finance
KKR KKR & Co. Inc.	$864,206,930	$2,010,257 â–²	0.2%	9,416,070	2.2%	Finance
AZO AutoZone	$837,786,908	$1,041,876 â–²	0.1%	262,141	2.1%	Consumer Discretionary
AVGO Broadcom	$812,264,870	$12,422,686 â–¼	-1.5%	2,150,271	2.1%	Technology
AMZN Amazon.com	$777,559,701	$1,737,975 â–²	0.2%	3,262,397	2.0%	Consumer Discretionary
INTC Intel	$647,726,248	$146,916,450 â–¼	-18.5%	4,638,876	1.7%	Technology
V Visa	$577,265,511	$45,882,121 â–²	8.6%	1,682,548	1.5%	Finance
LANDBRIDGE COMPANY LLC	$561,244,638	$2,029,891 â–²	0.4%	7,082,845	1.4%	CL A
ORCL Oracle	$552,859,031	$24,552,256 â–¼	-4.3%	3,772,494	1.4%	Technology
GOOGL Alphabet	$528,574,345	$13,446,408 â–¼	-2.5%	1,479,067	1.3%	Communication Services
NVDA NVIDIA	$506,612,344	$2,212,195 â–¼	-0.4%	2,531,922	1.3%	Technology
TPL Texas Pacific Land	$465,973,064	$863,026 â–²	0.2%	1,064,741	1.2%	Energy
DHR Danaher	$429,106,102	$17,198,795 â–¼	-3.9%	2,248,424	1.1%	Healthcare
TMO Thermo Fisher Scientific	$422,447,886	$37,500,232 â–²	9.7%	841,894	1.1%	Healthcare
SPGI S&P Global	$420,976,503	$5,282,569 â–¼	-1.2%	1,033,680	1.1%	Finance
HONEYWELL INTL INC	$416,014,149	$416,014,149 â–²	New Holding	1,858,036	1.1%	COM
HONEYWELL AEROSPACE INC	$414,688,489	$414,688,489 â–²	New Holding	1,875,740	1.1%	COM
SNPS Synopsys	$383,239,751	$4,708,269 â–²	1.2%	859,147	1.0%	Technology
UNH UnitedHealth Group	$360,530,629	$66,602,605 â–¼	-15.6%	867,432	0.9%	Healthcare
LINDE PLC	$351,999,613	$17,796,529 â–¼	-4.8%	678,305	0.9%	SHS
PM Philip Morris International	$322,215,374	$1,144,235 â–¼	-0.4%	1,769,286	0.8%	Consumer Staples
GE VERNOVA INC	$318,018,185	$3,269,765 â–¼	-1.0%	270,578	0.8%	COM
VOO Vanguard S&P 500 ETF	$295,378,951	$5,083,078 â–²	1.8%	430,074	0.8%	ETF
LOW Lowe's Companies	$290,426,171	$18,133,983 â–¼	-5.9%	1,317,185	0.7%	Consumer Discretionary
CRM Salesforce	$273,361,360	$142,129,851 â–¼	-34.2%	1,740,423	0.7%	Technology
TTWO Take-Two Interactive Software	$253,884,188	$1,088,163 â–²	0.4%	1,015,618	0.6%	Communication Services
UBER Uber Technologies	$248,457,055	$202,968,834 â–²	446.2%	3,443,141	0.6%	Industrials
ALLY Ally Financial	$205,818,551	$4,819,741 â–¼	-2.3%	4,479,185	0.5%	Finance
ORLY O'Reilly Automotive	$203,820,955	$5,039,441 â–¼	-2.4%	2,213,280	0.5%	Consumer Discretionary
MAR Marriott International	$195,835,321	$3,400,163 â–¼	-1.7%	528,442	0.5%	Consumer Discretionary
BKNG Booking	$194,128,135	$186,789,816 â–²	2,545.4%	1,089,139	0.5%	Consumer Discretionary
JNJ Johnson & Johnson	$178,976,416	$1,314,294 â–¼	-0.7%	704,715	0.5%	Healthcare
UNP Union Pacific	$175,995,538	$2,234,209 â–¼	-1.3%	647,042	0.4%	Industrials
CSL Carlisle Companies	$170,192,869	$9,035,377 â–²	5.6%	469,174	0.4%	Industrials
AMRIZE LTD	$167,617,200	$42,271,750 â–¼	-20.1%	3,144,788	0.4%	SHS
AXP American Express	$153,412,913	$2,077,193 â–¼	-1.3%	453,549	0.4%	Finance
ABBV AbbVie	$149,658,389	$2,541,564 â–¼	-1.7%	594,732	0.4%	Healthcare
GE GE Aerospace	$144,198,353	$72,161,589 â–²	100.2%	385,836	0.4%	Industrials
MCD McDonald's	$140,353,539	$5,693,807 â–¼	-3.9%	519,232	0.4%	Consumer Discretionary
MTCH Match Group	$139,576,342	$687,031 â–¼	-0.5%	3,668,235	0.4%	Communication Services
VRT Vertiv	$129,020,543	$55,831,235 â–¼	-30.2%	385,343	0.3%	Industrials
BALL Ball	$127,537,374	$1,433,515 â–²	1.1%	2,043,868	0.3%	Materials
AIZ Assurant	$108,923,018	$795,386 â–¼	-0.7%	405,627	0.3%	Finance
COF Capital One Financial	$107,663,072	$143,042 â–¼	-0.1%	536,652	0.3%	Finance
META Meta Platforms	$99,072,574	$7,699,048 â–¼	-7.2%	175,882	0.3%	Communication Services
FMCX FMC Excelsior Focus Equity ETF	$97,653,660	$14,816,634 â–¼	-13.2%	2,619,156	0.2%	ETF
JPM JPMorgan Chase & Co.	$96,291,321	$294,597 â–²	0.3%	294,172	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$95,119,436	$8,423,562 â–²	9.7%	447,053	0.2%	ETF
ACN Accenture	$94,167,312	$34,288,181 â–²	57.3%	756,729	0.2%	Technology
ICE Intercontinental Exchange	$89,708,533	$35,827,103 â–¼	-28.5%	728,686	0.2%	Finance
SCI Service Corporation International	$87,946,123	$392,637 â–¼	-0.4%	1,157,795	0.2%	Consumer Discretionary
LLY Eli Lilly and Company	$87,180,855	$1,195,836 â–¼	-1.4%	72,685	0.2%	Healthcare
QXO INC	$84,131,263	$55,719,239 â–²	196.1%	4,868,271	0.2%	COM NEW
WOLFSPEED INC	$79,369,610	$79,369,610 â–²	New Holding	1,644,966	0.2%	COMMON STOCK
WDAY Workday	$78,267,880	$78,267,880 â–²	New Holding	639,339	0.2%	Technology
CSW INDUSTRIALS INC	$75,188,357	$112,155 â–²	0.1%	270,170	0.2%	COM
VERALTO CORP	$72,987,104	$22,040,075 â–²	43.3%	821,834	0.2%	COM SHS
KO CocaCola	$72,680,623	$2,990,790 â–¼	-4.0%	888,365	0.2%	Consumer Staples
BSX Boston Scientific	$72,442,215	$137,168,526 â–¼	-65.4%	1,697,334	0.2%	Healthcare
POOL Pool	$69,436,408	$8,184,690 â–²	13.4%	323,110	0.2%	Consumer Discretionary
EAGLEROCK LD LLC	$69,210,613	$69,210,613 â–²	New Holding	3,256,970	0.2%	CL A SHS REP LTD
COR Cencora	$68,126,586	$581,807 â–¼	-0.8%	240,747	0.2%	Healthcare
TMC TMC the metals	$67,849,543		0.0%	15,315,924	0.2%	Materials
IVV iShares Core S&P 500 ETF	$67,758,688	$16,489,028 â–²	32.2%	90,479	0.2%	ETF
BL BlackLine	$67,466,526	$7,676,499 â–¼	-10.2%	2,403,510	0.2%	Technology
BIP Brookfield Infrastructure Partners	$65,584,650	$933,913 â–¼	-1.4%	1,797,215	0.2%	Utilities
CB Chubb	$65,054,374	$968,382 â–²	1.5%	190,921	0.2%	Finance
KNSL Kinsale Capital Group	$62,127,959	$141,045,226 â–¼	-69.4%	188,375	0.2%	Finance
KEYS Keysight Technologies	$61,436,235	$3,743,999 â–¼	-5.7%	175,497	0.2%	Technology
IQV IQVIA	$60,389,365	$2,412,545 â–²	4.2%	312,542	0.2%	Healthcare
VO Vanguard Mid-Cap ETF	$56,263,607	$43,662,789 â–²	346.5%	698,320	0.1%	ETF
SOXX iShares Semiconductor ETF	$54,652,983	$10,238,063 â–¼	-15.8%	85,294	0.1%	ETF
NSRGY Nestle	$54,239,417	$6,698,982 â–¼	-11.0%	528,186	0.1%	Consumer Staples
MA Mastercard	$50,084,218	$1,441,675 â–¼	-2.8%	97,516	0.1%	Finance
BAM Brookfield Asset Management	$47,948,944	$1,698,715 â–¼	-3.4%	1,069,167	0.1%	Finance
CNQ Canadian Natural Resources	$44,912,519	$1,372,479 â–¼	-3.0%	1,124,614	0.1%	Energy
HLT Hilton Worldwide	$44,908,307	$1,420,651 â–¼	-3.1%	135,896	0.1%	Consumer Discretionary
MS Morgan Stanley	$44,112,039	$845,358 â–¼	-1.9%	211,022	0.1%	Finance
MDLZ Mondelez International	$43,185,001	$7,319,324 â–¼	-14.5%	740,231	0.1%	Consumer Staples
SCHW Charles Schwab	$42,321,020	$501,764 â–¼	-1.2%	458,665	0.1%	Finance
MCO Moody's	$40,316,221	$130,441 â–¼	-0.3%	89,014	0.1%	Finance
IBM International Business Machines	$39,360,538	$1,205,270 â–²	3.2%	139,968	0.1%	Technology
AMD Advanced Micro Devices	$38,688,025	$10,100,282 â–¼	-20.7%	66,599	0.1%	Technology
VTV Vanguard Value ETF	$37,345,792	$32,332,966 â–²	645.0%	171,366	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$35,795,711	$1,015,575 â–²	2.9%	151,279	0.1%	ETF
AMGN Amgen	$31,533,047	$1,386,920 â–¼	-4.2%	87,079	0.1%	Healthcare
CPRT Copart	$30,993,044	$52,058,359 â–¼	-62.7%	1,099,434	0.1%	Industrials
SNA Snap-On	$30,596,886	$171,020 â–¼	-0.6%	76,036	0.1%	Industrials
WFC Wells Fargo & Company	$30,107,160	$198,832 â–¼	-0.7%	364,317	0.1%	Finance
VB Vanguard Small-Cap ETF	$30,067,808	$2,960,585 â–²	10.9%	99,194	0.1%	ETF
PG Procter & Gamble	$29,775,819	$1,648,086 â–¼	-5.2%	203,054	0.1%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$29,386,922	$2,598,762 â–²	9.7%	39,352	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$29,131,566		0.0%	184,342	0.1%	ETF

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

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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