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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$16.6 Million 0.05% of portfolio
198,008
Q3 2024 Reduced 36.46%
$6.54B
$15.2 Million 0.05% of portfolio
541,056
Q3 2024 Reduced 5.57%
$8.93B
$13 Million 0.04% of portfolio
422,381
Q3 2024 Reduced 0.07%
$257B
$11.4 Million 0.04% of portfolio
141,500
Q3 2024 Reduced 1.72%
$26.2B
$12.2 Million 0.04% of portfolio
253,448
Q3 2024 Reduced 11.84%
$18B
$13.4 Million 0.04% of portfolio
218,083
Q3 2024 Reduced 28.59%
$1.21B
$13.3 Million 0.04% of portfolio
826,745
Q3 2024 Added 0.03%
$13.6B
$11.8 Million 0.04% of portfolio
152,137
Q3 2024 Reduced 0.05%
$41.2B
$12.5 Million 0.04% of portfolio
66,466
Q3 2024 Reduced 0.23%
$42B
$12.7 Million 0.04% of portfolio
85,549
Q3 2024 Reduced 2.56%
$1.08B
$12.2 Million 0.04% of portfolio
186,623
Q3 2024 Reduced 0.6%
$79.6B
$13.2 Million 0.04% of portfolio
29,457
Q3 2024 Added 0.42%
$1.6B
$12.1 Million 0.04% of portfolio
458,175
Q3 2024 Added 8.25%
$144B
$13.5 Million 0.04% of portfolio
466,693
Q3 2024 Reduced 16.57%
$59.7B
$8.75 Million 0.03% of portfolio
31,109
Q3 2024 Reduced 5.3%
$212M
$9.22 Million 0.03% of portfolio
8,701,800
Q3 2024 Added 14.46%
$3.67B
$9.73 Million 0.03% of portfolio
1,370,800
Q3 2024 Added 29.66%
$78.3B
$10.9 Million 0.03% of portfolio
104,613
Q3 2024 Reduced 1.74%
$3.54B
$9.49 Million 0.03% of portfolio
267,745
Q3 2024 Reduced 2.83%
$58B
$10.1 Million 0.03% of portfolio
43,022
Q3 2024 Reduced 1.5%
$396M
$8.22 Million 0.03% of portfolio
325,997
Q2 2024 Reduced 2.4%
$3.55B
$9.5 Million 0.03% of portfolio
917,767
Q3 2024 Added 3.86%
$70B
$9.14 Million 0.03% of portfolio
314,089
Q3 2024 Reduced 0.71%
$97.8B
$8.64 Million 0.03% of portfolio
56,804
Q3 2024 Reduced 8.28%
$82.6B
$10.6 Million 0.03% of portfolio
57,488
Q3 2024 Added 4.08%
$39.3B
$8.14 Million 0.03% of portfolio
58,266
Q3 2024 Reduced 26.15%
$10.7B
$9.47 Million 0.03% of portfolio
122,476
Q3 2024 Added 0.54%
$20B
$9.65 Million 0.03% of portfolio
122,090
Q3 2024 Reduced 24.7%
$7.01B
$9.11 Million 0.03% of portfolio
51,375
Q3 2024 Reduced 0.87%
$505B
$9.61 Million 0.03% of portfolio
19,458
Q3 2024 Added 4.51%
$58.3B
$9.32 Million 0.03% of portfolio
19,842
Q3 2024 Reduced 4.0%
$74.7B
$10 Million 0.03% of portfolio
29,022
Q3 2024 Reduced 3.67%
$173B
$10.9 Million 0.03% of portfolio
89,791
Q3 2024 Reduced 0.64%
$2.58B
$11.1 Million 0.03% of portfolio
143,439
Q3 2024 Reduced 19.78%
$2.57B
$10.4 Million 0.03% of portfolio
186,328
Q3 2024 Added 12.67%
$202B
$9.06 Million 0.03% of portfolio
79,487
Q3 2024 Reduced 16.52%
$12.7B
$10.5 Million 0.03% of portfolio
131,008
Q3 2024 Added 18.97%
$4.07B
$9.83 Million 0.03% of portfolio
146,130
Q3 2024 Reduced 0.19%
$27.8B
$8.87 Million 0.03% of portfolio
106,102
Q3 2024 Reduced 1.52%
$32.9B
$6.69 Million 0.02% of portfolio
125,126
Q3 2024 Reduced 20.57%
$134B
$5.16 Million 0.02% of portfolio
12,374
Q3 2024 Reduced 2.0%
$22.5B
$6.6 Million 0.02% of portfolio
73,293
Q2 2024 Added 4.64%
$215B
$4.94 Million 0.02% of portfolio
47,391
Q3 2024 Reduced 0.39%
$8.11B
$6.4 Million 0.02% of portfolio
30,838
Q3 2024 Reduced 0.82%
$143B
$7.22 Million 0.02% of portfolio
21,788
Q3 2024 Added 1.41%
$39.5B
$6.97 Million 0.02% of portfolio
95,501
Q3 2024 Reduced 2.79%
$177B
$6.4 Million 0.02% of portfolio
32,869
Q3 2024 Reduced 0.99%
$3.05B
$5.79 Million 0.02% of portfolio
101,245
Q3 2024 Reduced 6.12%
$14.9B
$6.13 Million 0.02% of portfolio
176,824
Q3 2024 Reduced 1.75%

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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