First Manhattan CO Reduced Holdings in Q2 2025

First Manhattan CO

  • $33.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
-116
- 3.66%
$170.96 - $322.76 $19.8K - $37.4K
3.05K $985K
NTR
Nutrien Ltd.

Basic Materials
-26.9K
- 11.89%
$46.88 - $62.89 $1.26M - $1.69M
199K $11.6M
AVAV
Aero Vironment Inc

Industrials
-12
- 0.48%
$111.65 - $284.95 $1.34K - $3.42K
2.5K $712K
VONE
Vanguard Russell 1000 ETF

ETFs
-80
- 0.44%
$225.48 - $280.86 $18K - $22.5K
18.2K $5.1M
CSX
Csx Corp

Industrials
-168
- 0.11%
$26.69 - $32.91 $4.48K - $5.53K
155K $5.05M
IYW
Ishares Dj Us Tech ETF

ETFs
-17
- 0.11%
$122.57 - $173.27 $2.08K - $2.95K
15.7K $2.72M
ADI
Analog Devices Inc

Technology
-414
- 2.2%
$164.6 - $238.02 $68.1K - $98.5K
18.4K $4.38M
HCA
Hca Healthcare, Inc.

Healthcare
-23
- 0.14%
$317.61 - $387.52 $7.31K - $8.91K
16.1K $6.18M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-91
- 9.45%
$4164.15 - $5789.24 $379K - $527K
872 $5.05M
NVT
N Vent Electric PLC

Industrials
-12
- 0.04%
$45.2 - $73.35 $542 - $880
30.7K $2.25M
AMP
Ameriprise Financial Inc

Financial Services
-412
- 2.25%
$422.19 - $533.73 $174K - $220K
17.9K $9.55M
GGG
Graco Inc

Industrials
-855
- 0.27%
$74.02 - $87.26 $63.3K - $74.6K
318K $27.3M
COST
Costco Wholesale Corp

Consumer Defensive
-74
- 0.39%
$908.13 - $1056.85 $67.2K - $78.2K
18.8K $18.6M
RTX
Raytheon Technologies Corp

Industrials
-580
- 0.8%
$113.75 - $148.48 $66K - $86.1K
72.2K $10.5M
CMPO
Compo Secure, Inc.

Industrials
-430
- 0.15%
$9.65 - $14.46 $4.15K - $6.22K
288K $4.06M
MSA
Msa Safety Inc

Industrials
-744
- 1.46%
$130.21 - $169.16 $96.9K - $126K
50.3K $8.43M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
-1.22K
- 2.15%
$71.62 - $94.66 $87.7K - $116K
55.7K $5.27M
BSX
Boston Scientific Corp

Healthcare
-1.98K
- 1.06%
$89.7 - $107.41 $177K - $212K
185K $19.9M
CWCO
Consolidated Water Co. Ltd.

Utilities
-20.4K
- 6.93%
$22.81 - $30.14 $465K - $615K
274K $8.23M
NDAQ
Nasdaq, Inc.

Financial Services
-2.25K
- 2.47%
$66.4 - $89.42 $149K - $201K
88.7K $7.93M
TAC
Transalta Corp

Utilities
-18.5K
- 2.09%
$8.16 - $11.47 $151K - $212K
863K $9.31M
AER
Aer Cap Holdings N.V.

Industrials
-79
- 0.11%
$88.97 - $117.24 $7.03K - $9.26K
74.6K $8.73M
LBRDK
Liberty Broadband Corp

Communication Services
-393
- 0.38%
$73.65 - $101.29 $28.9K - $39.8K
102K $10M
CHTR
Charter Communications, Inc.

Communication Services
-4.61K
- 5.62%
$321.68 - $427.25 $1.48M - $1.97M
77.5K $31.7M
SYK
Stryker Corp

Healthcare
-298
- 0.44%
$337.37 - $395.63 $101K - $118K
67K $26.5M
TRS
Trimas Corp

Consumer Cyclical
-3.55K
- 0.97%
$19.9 - $28.61 $70.6K - $102K
362K $10.4M
NTRS
Northern Trust Corp

Financial Services
-1.06K
- 1.54%
$84.45 - $126.79 $89.5K - $134K
67.6K $8.57M
MCO
Moodys Corp

Financial Services
-1.8K
- 1.89%
$396.7 - $501.59 $712K - $901K
93.4K $46.8M
WFC
Wells Fargo & Company

Financial Services
-4.93K
- 1.36%
$60.98 - $80.12 $301K - $395K
358K $28.7M
CAR
Avis Budget Group, Inc.

Industrials
-4.22K
- 10.21%
$62.86 - $179.3 $265K - $757K
37.1K $6.28M
GTES
Gates Industrial Corp PLC

Industrials
-28.2K
- 3.3%
$15.56 - $23.13 $439K - $652K
827K $19M
IBM
International Business Machines Corp

Technology
-3.56K
- 3.32%
$221.03 - $294.78 $788K - $1.05M
104K $30.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.01K
- 0.2%
$152.93 - $181.74 $155K - $184K
502K $91.2M
SOXX
Ishares Semiconductor ETF

ETFs
-580
- 0.57%
$154.86 - $239.07 $89.8K - $139K
101K $24.1M
V
Visa Inc.

Financial Services
-2.15K
- 0.17%
$308.27 - $373.31 $664K - $804K
1.3M $461M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.55K
- 1.68%
$201.28 - $266.34 $514K - $680K
149K $39.8M
SCHW
Schwab Charles Corp

Financial Services
-1.41K
- 0.31%
$69.06 - $91.24 $97.5K - $129K
460K $42M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-14.5K
- 0.75%
$26.99 - $33.86 $391K - $491K
1.92M $64.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-29.5K
- 2.56%
$151.62 - $183.47 $4.47M - $5.41M
1.12M $206M
FMCX
Northern Lts Fd Tr Iv Fmc Exce

ETFs
-18.9K
- 0.62%
$26.86 - $32.88 $507K - $620K
3.04M $99.8M
JPM
Jpmorgan Chase & CO

Financial Services
-8.77K
- 2.9%
$210.28 - $289.91 $1.84M - $2.54M
294K $85.1M
MAR
Marriott International Inc

Consumer Cyclical
-4.77K
- 0.87%
$211.12 - $274.14 $1.01M - $1.31M
544K $149M
AXP
American Express CO

Financial Services
-20.4K
- 3.93%
$231.39 - $318.98 $4.72M - $6.51M
498K $159M
HON
Honeywell International Inc

Industrials
-22.8K
- 1.51%
$182.86 - $232.88 $4.16M - $5.3M
1.49M $347M
PM
Philip Morris International Inc.

Consumer Defensive
-23.4K
- 1.25%
$149.23 - $184.95 $3.48M - $4.32M
1.84M $336M
AMAT
Applied Materials Inc

Technology
-280K
- 9.07%
$126.95 - $183.52 $35.6M - $51.4M
2.81M $514M
TMC
Tmc The Metals CO Inc.

Basic Materials
-2.68M
- 14.4%
$1.62 - $7.49 $4.33M - $20M
15.9M $105M
AVGO
Broadcom Inc.

Technology
-27.6K
- 1.21%
$146.29 - $275.65 $4.04M - $7.62M
2.26M $624M
ORCL
Oracle Corp

Technology
-437K
- 8.89%
$122.82 - $218.63 $53.6M - $95.4M
4.47M $978M
Activity Summary
Buys All Purchases 237 New Holdings 46 Increased Positions 191 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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