First Manhattan CO Incresed Positions in Q1 2025

First Manhattan CO

  • $32.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26.5K
+ 1.39%
$442.66 - $534.52 $11.7M - $14.2M
1.93M $1.03B
ASML
Asml Holding Nv

Technology
268K
+ 60.96%
$662.63 - $776.99 $178M - $208M
708K $469M
TTWO
Take Two Interactive Software Inc

Communication Services
147K
+ 6.54%
$178.61 - $217.95 $26.3M - $32.1M
2.4M $497M
KNSL
Kinsale Capital Group, Inc.

Financial Services
161K
+ 401.43%
$416.48 - $494.72 $67.1M - $79.7M
201K $98M
V
Visa Inc.

Financial Services
45.6K
+ 3.64%
$306.92 - $362.71 $14M - $16.5M
1.3M $455M
VRT
Vertiv Holdings CO

Industrials
522K
+ 131.67%
N/A
918K $79.6M
UNP
Union Pacific Corp

Industrials
117K
+ 30.8%
$225.21 - $254.42 $26.4M - $29.9M
498K $118M
BL
Blackline, Inc.

Technology
656K
+ 408.68%
$47.46 - $65.64 $31.1M - $43M
816K $39.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
7.15K
+ 0.62%
$142.8 - $176.36 $1.02M - $1.26M
1.15M $199M
ABBV
Abb Vie Inc.

Healthcare
11.3K
+ 1.87%
$169.2 - $216.66 $1.92M - $2.45M
618K $130M
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.3K
+ 0.56%
$56.12 - $68.15 $748K - $908K
2.4M $163M
UBER
Uber Technologies, Inc

Technology
263K
+ 3342.27%
$63.17 - $81.49 $16.6M - $21.4M
271K $19.7M
JPM
Jpmorgan Chase & CO

Financial Services
72.3K
+ 31.42%
$225.19 - $279.95 $16.3M - $20.2M
302K $74.2M
MS
Morgan Stanley

Financial Services
137K
+ 277.77%
$111.68 - $141.08 $15.2M - $19.3M
186K $21.7M
KO
Coca Cola CO

Consumer Defensive
71.6K
+ 8.14%
$60.81 - $72.32 $4.35M - $5.18M
951K $68.1M
BX
Blackstone Inc.

Financial Services
103K
+ 301.67%
$136.53 - $186.74 $14.1M - $19.2M
137K $19.2M
SBUX
Starbucks Corp

Consumer Cyclical
111K
+ 33.11%
$91.75 - $115.81 $10.2M - $12.9M
446K $43.8M
CB
Chubb LTD

Financial Services
30K
+ 23.93%
$257.71 - $301.99 $7.73M - $9.06M
155K $46.9M
APH
Amphenol Corp

Technology
165K
+ 766.24%
$61.62 - $78.55 $10.2M - $13M
187K $12.2M
AMT
American Tower Corp

Real Estate
9.25K
+ 4.4%
$173.46 - $217.6 $1.6M - $2.01M
220K $47.8M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
82.5K
+ 23.25%
$46.15 - $63.53 $3.81M - $5.24M
437K $26.9M
META
Meta Platforms, Inc.

Communication Services
16.9K
+ 16.19%
$576.36 - $736.67 $9.74M - $12.5M
121K $69.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57.2K
+ 6.42%
$497.6 - $606.74 $28.5M - $34.7M
949K $472M
HON
Honeywell International Inc

Industrials
126K
+ 9.09%
$202.75 - $226.52 $25.6M - $28.5M
1.51M $320M
NICE
Nice Ltd.

Technology
94K
+ 19.25%
$139.18 - $178.5 $13.1M - $16.8M
583K $89.8M
TGT
Target Corp

Consumer Defensive
66.2K
+ 2885.24%
$103.65 - $142.5 $6.87M - $9.44M
68.5K $7.15M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
44.5K
+ 169.41%
$123.87 - $158.75 $5.52M - $7.07M
70.8K $8.77M
PEP
Pepsico Inc

Consumer Defensive
30.8K
+ 27.01%
$142.64 - $156.42 $4.39M - $4.81M
145K $21.7M
GS
Goldman Sachs Group Inc

Financial Services
7.83K
+ 212.84%
$524.81 - $672.19 $4.11M - $5.26M
11.5K $6.28M
ALLY
Ally Financial Inc.

Financial Services
32.1K
+ 0.76%
$32.99 - $40.09 $1.06M - $1.29M
4.26M $155M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10.2K
+ 72.97%
$208.48 - $244.03 $2.13M - $2.5M
24.3K $5.92M
BXP
Boston Properties Inc

Real Estate
56.1K
+ 42.85%
$63.97 - $74.91 $3.59M - $4.2M
187K $12.6M
ABC
Amerisourcebergen Corp

Healthcare
10.7K
+ 4.02%
N/A
276K $51.2M
HCA
Hca Healthcare, Inc.

Healthcare
3.95K
+ 32.35%
$296.7 - $345.55 $1.17M - $1.37M
16.2K $5.59M
TMUS
T Mobile Us, Inc.

Communication Services
2.38K
+ 9.8%
$211.3 - $272.83 $504K - $650K
26.7K $7.12M
GLD
Spdr Gold Trust

ETFs
550
+ 1.65%
$243.19 - $288.14 $134K - $158K
33.9K $9.75M
VEA
Vanguard Ftse Developed Market

ETFs
18.9K
+ 9.16%
$47.4 - $52.99 $896K - $1M
225K $11.4M
NKE
Nike, Inc.

Consumer Cyclical
157K
+ 22.65%
$63.29 - $81.72 $9.93M - $12.8M
849K $53.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.4K
+ 2.73%
$169.43 - $182.84 $2.27M - $2.45M
503K $87.1M
BAC
Bank Of America Corp

Financial Services
37.6K
+ 34.74%
$39.61 - $47.74 $1.49M - $1.79M
146K $6.08M
ADT
Adt Inc.

Industrials
600
+ 0.06%
$6.87 - $8.23 $4.12K - $4.94K
1.08M $8.75M
PLD
Prologis, Inc.

Real Estate
10.4K
+ 85.99%
$103.59 - $124.04 $1.08M - $1.29M
22.5K $2.51M
KD
Kyndryl Holdings, Inc.

Technology
49.2K
+ 35.01%
$31.32 - $43.45 $1.54M - $2.14M
190K $5.95M
COST
Costco Wholesale Corp

Consumer Defensive
571
+ 3.12%
$890.62 - $1076.86 $509K - $615K
18.9K $17.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
32.7K
+ 77.09%
$25.05 - $25.16 $820K - $823K
75.2K $1.89M
MPC
Marathon Petroleum Corp

Energy
4.77K
+ 38.56%
$134.72 - $159.03 $643K - $759K
17.1K $2.5M
IQV
Iqvia Holdings Inc.

Healthcare
27.9K
+ 13.55%
$176.3 - $209.96 $4.91M - $5.85M
233K $41.2M
VB
Vanguard Small Cap ETF

ETFs
8.26K
+ 13.77%
$217.89 - $252.64 $1.8M - $2.09M
68.2K $15.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
28K
+ 55.66%
N/A
78.2K $1.86M
Activity Summary
Buys All Purchases 206 New Holdings 38 Increased Positions 168 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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