First Manhattan CO Portfolio Holdings

First Manhattan CO

  • $35.3 Billion
  • Q3 2025

First Manhattan CO has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $35.3 Billion distributed in 714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $11.1B, Microsoft Corp with a value of $2.26B, Apple Inc. with a value of $1.34B, Oracle Corp with a value of $1.15B, and Kkr & Co. Inc. with a value of $1.11B.

Examining the 13F form we can see an increase of $2.18B in the current position value, from $33.1B to 35.3B.

First Manhattan CO is based out at New York, NY

Below you can find more details about First Manhattan CO portfolio as well as his latest detailed transactions.

Portfolio value $35.3 Billion
Financial Services: $15.4 Billion
Technology: $8.57 Billion
Consumer Cyclical: $3.12 Billion
Communication Services: $2.3 Billion
Healthcare: $1.94 Billion
Industrials: $1.14 Billion
ETFs: $906 Million
Consumer Defensive: $781 Million
Other: $1.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$11.1 Billion 31.33% of portfolio
14,658
Q3 2025 Added 2.24%
$3.78T
$2.26 Billion 6.41% of portfolio
4,364,610
Q3 2025 Reduced 1.52%
$4.3T
$1.34 Billion 3.8% of portfolio
5,263,575
Q3 2025 Reduced 4.51%
$593B
$1.15 Billion 3.26% of portfolio
4,085,835
Q3 2025 Reduced 8.63%
$103B
$1.11 Billion 3.14% of portfolio
8,529,603
Q3 2025 Reduced 2.19%
$73.2B
$1.09 Billion 3.09% of portfolio
254,549
Q3 2025 Reduced 0.71%
$1.74T
$1.04 Billion 2.95% of portfolio
4,276,540
Q3 2025 Reduced 5.78%
$662B
$940 Million 2.66% of portfolio
1,870,443
Q3 2025 Reduced 0.68%
$405B
$772 Million 2.19% of portfolio
797,590
Q3 2025 Added 12.33%
$139B
$737 Million 2.09% of portfolio
2,234,589
Q3 2025 Reduced 1.25%
$237B
$529 Million 1.5% of portfolio
2,230,141
Q3 2025 Added 18.78%
$39.1B
$492 Million 1.39% of portfolio
1,905,109
Q3 2025 Reduced 4.94%
$300B
$460 Million 1.3% of portfolio
1,332,886
Q3 2025 Reduced 4.15%
$160B
$459 Million 1.3% of portfolio
2,315,877
Q3 2025 Added 4.21%
$2.39T
$457 Million 1.3% of portfolio
2,082,848
Q3 2025 Added 12.62%
$533B
$440 Million 1.25% of portfolio
1,288,004
Q3 2025 Reduced 0.7%
$1.65T
$403 Million 1.14% of portfolio
1,656,969
Q3 2025 Reduced 1.45%
$132B
$384 Million 1.09% of portfolio
1,824,563
Q3 2025 Added 22.49%
$465B
$377 Million 1.07% of portfolio
2,020,853
Q3 2025 Added 2.77%
$222B
$376 Million 1.07% of portfolio
775,180
Q3 2025 Reduced 18.97%
$140B
$371 Million 1.05% of portfolio
1,477,916
Q3 2025 Reduced 0.9%
$59.7B
$336 Million 0.95% of portfolio
680,991
Q3 2025 Added 1,280.82%
$7.89B
$315 Million 0.89% of portfolio
337,681
Q2 2025 Reduced 0.07%
$159B
$301 Million 0.85% of portfolio
618,502
Q3 2025 Added 6.86%
$237B
$291 Million 0.82% of portfolio
1,793,731
Q3 2025 Reduced 2.75%
$0
$291 Million 0.82% of portfolio
475,327
Q3 2025 Reduced 1.83%
$6.2B
$247 Million 0.7% of portfolio
2,292,974
Q3 2025 Reduced 1.78%
$8.94B
$219 Million 0.62% of portfolio
514,047
Q3 2025 Added 155.58%
$84.9B
$193 Million 0.55% of portfolio
1,145,180
Q3 2025 Added 2.02%
$11.8B
$184 Million 0.52% of portfolio
4,686,176
Q3 2025 Added 0.64%
$9.78B
$179 Million 0.51% of portfolio
3,971,202
Q3 2025 Added 1.87%
$224B
$175 Million 0.5% of portfolio
577,156
Q3 2025 Reduced 6.62%
$136B
$168 Million 0.48% of portfolio
711,439
Q3 2025 Added 23.35%
$255B
$162 Million 0.46% of portfolio
489,163
Q3 2025 Reduced 1.86%
$414B
$141 Million 0.4% of portfolio
606,874
Q3 2025 Reduced 0.46%
$92.7B
$141 Million 0.4% of portfolio
541,836
Q3 2025 Reduced 0.46%
$76.2B
$137 Million 0.39% of portfolio
2,187,040
Q3 2025 Reduced 6.62%
$522B
$127 Million 0.36% of portfolio
686,877
Q3 2025 Reduced 4.7%
$9.13B
$123 Million 0.35% of portfolio
3,488,857
Q3 2025 Added 1.56%
$152B
$118 Million 0.34% of portfolio
480,237
Q3 2025 Reduced 0.47%
$1.37T
$116 Million 0.33% of portfolio
157,644
Q3 2025 Added 9.54%
$77.2B
$112 Million 0.32% of portfolio
526,569
Q3 2025 Added 1.4%
$3.26B
$111 Million 0.31% of portfolio
2,087,998
Q3 2025 Added 14.23%
$0
$107 Million 0.3% of portfolio
3,039,054
Q3 2025 Added 0.12%
$1.32B
$101 Million 0.29% of portfolio
15,835,449
Q3 2025 Reduced 0.48%
$12.6B
$99.7 Million 0.28% of portfolio
1,198,215
Q3 2025 Reduced 1.39%
$143B
$97.2 Million 0.28% of portfolio
2,896,496
Q3 2025 Added 6.52%
$881B
$96.1 Million 0.27% of portfolio
304,812
Q3 2025 Added 3.84%
$0
$93.9 Million 0.27% of portfolio
494,939
Q3 2025 Reduced 1.33%

Summary

  • Portfolio
  • No. of Stocks 714
  • Current Value $35.3 Billion
  • Prior Value $33.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 288 stocks
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