First Manhattan CO Portfolio Holdings

First Manhattan CO

  • $31.9 Billion
  • Q3 2024

First Manhattan CO has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $31.9 Billion distributed in 682 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $10.1B, Microsoft Corp with a value of $1.93B, Apple Inc. with a value of $1.55B, Kkr & Co. Inc. with a value of $1.14B, and Unitedhealth Group Inc with a value of $911M.

Examining the 13F form we can see an increase of $2.21B in the current position value, from $29.7B to 31.9B.

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 $31.9 Billion
Financial Services: $14.1 Billion
Technology: $7.03 Billion
Consumer Cyclical: $2.65 Billion
Healthcare: $2.61 Billion
Communication Services: $2.02 Billion
Consumer Defensive: $909 Million
Industrials: $784 Million
ETFs: $739 Million
Other: $1.13 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$10.1 Billion 31.76% of portfolio
14,689
Q3 2024 Reduced 2.07%
$3.21T
$1.93 Billion 6.03% of portfolio
4,477,234
Q3 2024 Reduced 0.89%
$3.85T
$1.55 Billion 4.87% of portfolio
6,675,982
Q3 2024 Reduced 0.98%
$137B
$1.14 Billion 3.55% of portfolio
8,692,025
Q3 2024 Reduced 4.63%
$569B
$911 Million 2.85% of portfolio
1,557,419
Q3 2024 Reduced 4.21%
$1.05T
$906 Million 2.84% of portfolio
5,417,578
Q3 2024 Reduced 1.25%
$489B
$893 Million 2.8% of portfolio
5,241,630
Q3 2024 Reduced 3.32%
$628B
$896 Million 2.8% of portfolio
1,945,683
Q3 2024 Reduced 1.89%
$60.4B
$816 Million 2.55% of portfolio
258,948
Q3 2024 Added 0.04%
$208B
$548 Million 1.72% of portfolio
886,330
Q3 2024 Reduced 2.13%
$176B
$536 Million 1.68% of portfolio
1,927,628
Q3 2024 Reduced 4.1%
$158B
$528 Million 1.65% of portfolio
2,611,708
Q3 2024 Added 48.77%
$331B
$422 Million 1.32% of portfolio
1,542,687
Q3 2024 Added 128.45%
$67.4B
$402 Million 1.26% of portfolio
2,332,912
Q3 2024 Added 901.75%
$169B
$377 Million 1.18% of portfolio
1,393,749
Q3 2024 Added 0.5%
$518B
$343 Million 1.07% of portfolio
1,247,954
Q3 2024 Added 13.07%
$170B
$328 Million 1.03% of portfolio
634,625
Q3 2024 Reduced 1.99%
$1.01T
$322 Million 1.01% of portfolio
1,940,342
Q3 2024 Added 3.66%
$11.6B
$299 Million 0.94% of portfolio
338,044
Q3 2024 Reduced 0.04%
$155B
$285 Million 0.89% of portfolio
1,378,404
Q3 2024 Reduced 7.09%
$0
$255 Million 0.8% of portfolio
482,997
Q3 2024 Reduced 1.28%
$228B
$249 Million 0.78% of portfolio
703,727
Q3 2024 Reduced 4.98%
$2.15T
$239 Million 0.75% of portfolio
1,284,134
Q3 2024 Reduced 1.96%
$283B
$230 Million 0.72% of portfolio
275,945
Q3 2024 Added 3.71%
$78.3B
$224 Million 0.7% of portfolio
194,677
Q3 2024 Reduced 4.89%
$203B
$223 Million 0.7% of portfolio
1,834,814
Q3 2024 Reduced 0.77%
$16B
$213 Million 0.67% of portfolio
893,897
Q3 2024 Added 2.61%
$14.8B
$206 Million 0.64% of portfolio
3,926,319
Q3 2024 Reduced 3.08%
$215B
$202 Million 0.63% of portfolio
664,079
Q3 2024 Reduced 2.46%
$89.4B
$190 Million 0.6% of portfolio
2,584,213
Q3 2024 Added 3.9%
$191B
$185 Million 0.58% of portfolio
4,419,845
Q3 2024 Added 0.86%
$151B
$177 Million 0.56% of portfolio
2,097,503
Q3 2024 Reduced 3.08%
$239B
$162 Million 0.51% of portfolio
1,612,718
Q3 2024 Reduced 41.93%
$88.4B
$164 Million 0.51% of portfolio
1,021,559
Q3 2024 Reduced 2.21%
$345B
$158 Million 0.49% of portfolio
1,301,499
Q3 2024 Added 164.26%
$30.7B
$148 Million 0.46% of portfolio
929,077
Q3 2024 Reduced 25.82%
$405B
$147 Million 0.46% of portfolio
906,883
Q3 2024 Reduced 7.36%
$23.9B
$144 Million 0.45% of portfolio
91,607
Q3 2024 Reduced 16.88%
$11.8B
$144 Million 0.45% of portfolio
4,034,344
Q3 2024 Added 18.2%
$226B
$145 Million 0.45% of portfolio
534,352
Q3 2024 Reduced 1.53%
$92.9B
$138 Million 0.43% of portfolio
554,165
Q3 2024 Reduced 7.06%
$6.42B
$135 Million 0.42% of portfolio
369,129
Q3 2024 Reduced 16.4%
$9.4B
$129 Million 0.4% of portfolio
3,403,656
Q3 2024 Added 2.96%
$321B
$122 Million 0.38% of portfolio
617,154
Q3 2024 Added 0.91%
$27.9B
$108 Million 0.34% of portfolio
1,371,333
Q3 2024 Added 6.18%
$13.9B
$99.5 Million 0.31% of portfolio
1,260,580
Q3 2024 Reduced 0.91%
$0
$95.1 Million 0.3% of portfolio
3,039,692
Q3 2024 Added 0.08%
$0
$85.3 Million 0.27% of portfolio
476,343
Q3 2024 Reduced 0.84%
$275B
$82.4 Million 0.26% of portfolio
1,147,277
Q3 2024 Reduced 3.36%

Summary

  • Portfolio
  • No. of Stocks 682
  • Current Value $31.9 Billion
  • Prior Value $29.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 306 stocks
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