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
$215B
$5.34 Million 0.02% of portfolio
46,441
Q3 2024 Reduced 3.31%
$176M
$7.51 Million 0.02% of portfolio
1,925,000
Q2 2024 Added 20.31%
$4.25B
$6.94 Million 0.02% of portfolio
510,090
Q3 2024 Added 10.99%
$1.62B
$6.46 Million 0.02% of portfolio
111,254
Q3 2024 Reduced 7.52%
$90.9B
$5.15 Million 0.02% of portfolio
12,663
Q3 2024 Reduced 7.95%
$84.1B
$4.9 Million 0.02% of portfolio
18,686
Q3 2024 Reduced 4.04%
$3.43B
$7.17 Million 0.02% of portfolio
220,622
Q3 2024 Reduced 6.76%
$58B
$5.2 Million 0.02% of portfolio
124,044
Q3 2024 Reduced 6.13%
$121B
$7.95 Million 0.02% of portfolio
137,894
Q3 2024 Added 14.3%
$1.59B
$5.61 Million 0.02% of portfolio
73,010
Q3 2024 Added 0.53%
$10.3B
$7.08 Million 0.02% of portfolio
183,515
Q3 2024 Reduced 0.92%
$644M
$5.19 Million 0.02% of portfolio
79,550
Q3 2024 Reduced 2.99%
$14.3B
$6.04 Million 0.02% of portfolio
97,451
Q3 2024 Reduced 3.14%
$12.7B
$5.73 Million 0.02% of portfolio
79,317
Q3 2024 Reduced 0.75%
$15.8B
$6.25 Million 0.02% of portfolio
55,551
Q3 2024 Reduced 15.25%
$20.5B
$6.14 Million 0.02% of portfolio
74,613
Q3 2024 Reduced 0.9%
$8.96B
$6.33 Million 0.02% of portfolio
81,034
Q3 2024 Reduced 2.39%
$10.5B
$5.23 Million 0.02% of portfolio
84,944
Q3 2024 Reduced 0.26%
$23.6B
$5.71 Million 0.02% of portfolio
65,292
Q3 2024 Reduced 1.14%
$6.58B
$6.47 Million 0.02% of portfolio
688,936
Q3 2024 Added 19.52%
$23.7B
$6.84 Million 0.02% of portfolio
72,214
Q3 2024 New
$2.26B
$4.94 Million 0.02% of portfolio
39,780
Q3 2024 Reduced 0.87%
$99.4B
$5.71 Million 0.02% of portfolio
111,803
Q3 2024 Reduced 3.86%
$5.71B
$5.22 Million 0.02% of portfolio
50,635
Q3 2024 Reduced 1.22%
$628M
$7.76 Million 0.02% of portfolio
306,850
Q3 2024 Reduced 14.77%
$6.3B
$7.89 Million 0.02% of portfolio
1,090,455
Q3 2024 Added 12.96%
$206B
$4.95 Million 0.02% of portfolio
1,176
Q3 2024 Reduced 77.05%
$111B
$5.68 Million 0.02% of portfolio
24,663
Q3 2024 Reduced 5.72%
$291B
$5.05 Million 0.02% of portfolio
24,467
Q3 2024 Reduced 8.16%
$71.8B
$5.38 Million 0.02% of portfolio
155,981
Q3 2024 Reduced 39.33%
$307B
$5.79 Million 0.02% of portfolio
39,351
Q3 2024 Reduced 1.26%
$134B
$5.09 Million 0.02% of portfolio
33,259
Q3 2024 Added 9.43%
$3.86B
$4.09 Million 0.01% of portfolio
149,284
Q3 2024 Reduced 1.0%
$93.5B
$2.1 Million 0.01% of portfolio
145,839
Q3 2024 Reduced 0.21%
$13B
$3.88 Million 0.01% of portfolio
31,377
Q3 2024 Added 26.36%
$30.3B
$2.73 Million 0.01% of portfolio
17,545
Q2 2023 Added 15.05%
$8.6B
$1.67 Million 0.01% of portfolio
42,437
Q1 2024 Reduced 1.56%
$178M
$2.41 Million 0.01% of portfolio
250,080
Q3 2024 Added 47.71%
$3.99B
$2.81 Million 0.01% of portfolio
46,020
Q2 2024 Reduced 1.84%
$292M
$3.82 Million 0.01% of portfolio
102,871
Q3 2024 Reduced 0.63%
$105B
$2.61 Million 0.01% of portfolio
20,869
Q1 2024 Reduced 0.14%
$256M
$2.13 Million 0.01% of portfolio
44,268
Q2 2024 Reduced 7.52%
$9.07B
$2.66 Million 0.01% of portfolio
89,833
Q3 2024 Reduced 2.07%
$27.5B
$4.25 Million 0.01% of portfolio
22,176
Q3 2024 Added 55.83%
$3.51B
$4.65 Million 0.01% of portfolio
617,574
Q3 2024 New
$14.4B
$1.79 Million 0.01% of portfolio
45,911
Q3 2024 Reduced 1.74%
$7.66B
$2.59 Million 0.01% of portfolio
130,000
Q2 2024 Added 160.0%
$228B
$1.92 Million 0.01% of portfolio
2,147
Q2 2024 Added 8.27%
$974M
$1.91 Million 0.01% of portfolio
75,974
Q3 2024 Added 113.45%

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
Track This Portfolio

Track First Manhattan CO Portfolio

Follow First Manhattan CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Manhattan CO, based on Form 13F filings with the SEC.

News

Stay updated on First Manhattan CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email