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
$18.3B
$1.86 Million 0.01% of portfolio
11,721
Q3 2024 Reduced 10.49%
$205B
$1.63 Million 0.01% of portfolio
4,164
Q3 2024 Added 0.12%
$103B
$3.02 Million 0.01% of portfolio
38,767
Q3 2024 Reduced 0.45%
$107B
$2.66 Million 0.01% of portfolio
11,903
Q3 2024 Added 7.67%
$178B
$2.66 Million 0.01% of portfolio
59,180
Q3 2024 Added 0.12%
$4.83B
$3.7 Million 0.01% of portfolio
42,259
Q3 2024 Reduced 1.54%
$58.2B
$3.31 Million 0.01% of portfolio
5,946
Q3 2024 Added 3.84%
$65.2B
$2.42 Million 0.01% of portfolio
33,698
Q3 2024 Reduced 7.02%
$134B
$2.8 Million 0.01% of portfolio
4,791
Q3 2024 Reduced 0.1%
$305M
$2.59 Million 0.01% of portfolio
212,781
Q1 2024 Reduced 0.93%
$15.8B
$2.18 Million 0.01% of portfolio
57,353
Q3 2024 Reduced 1.54%
$379M
$2.25 Million 0.01% of portfolio
94,836
Q3 2024 Reduced 9.54%
$57.6B
$2.08 Million 0.01% of portfolio
5,723
Q2 2024 Added 5.53%
$82.7B
$4.69 Million 0.01% of portfolio
24,017
Q3 2024 Reduced 0.51%
$27.4B
$1.64 Million 0.01% of portfolio
20,300
Q3 2024 Reduced 35.56%
$8.37B
$1.87 Million 0.01% of portfolio
5,575
Q3 2024 Reduced 8.61%
$53.2M
$1.83 Million 0.01% of portfolio
139,015
Q4 2023 Added 0.07%
$11.3B
$3.83 Million 0.01% of portfolio
28,665
Q3 2024 Reduced 2.13%
$4.53B
$3.84 Million 0.01% of portfolio
80,197
Q3 2024 Reduced 0.77%
$343M
$2.82 Million 0.01% of portfolio
160,600
Q3 2024 Added 28.08%
$75.3B
$2.02 Million 0.01% of portfolio
12,377
Q3 2024 Added 0.65%
$5.03B
$3.55 Million 0.01% of portfolio
108,818
Q3 2024 Reduced 7.63%
$60.4B
$2.04 Million 0.01% of portfolio
15,533
Q3 2024 Reduced 16.69%
$143M
$4.72 Million 0.01% of portfolio
255,578
Q3 2024 Reduced 0.64%
$4.61B
$1.87 Million 0.01% of portfolio
13,706
Q3 2024 Reduced 7.54%
$367B
$4.25 Million 0.01% of portfolio
107,098
Q3 2024 Reduced 9.65%
$99.9M
$4.67 Million 0.01% of portfolio
1,600,000
Q3 2024 Added 14.29%
$34.7B
$1.84 Million 0.01% of portfolio
28,232
Q3 2024 Reduced 0.6%
$52.7B
$2.4 Million 0.01% of portfolio
12,635
Q3 2024 Reduced 22.12%
$6.63B
$4.77 Million 0.01% of portfolio
175,780
Q3 2024 Added 12.84%
$12.4B
$2.59 Million 0.01% of portfolio
36,811
Q3 2024 Reduced 14.72%
$19.6B
$1.94 Million 0.01% of portfolio
27,449
Q2 2024 Added 18.07%
$8.44B
$3.39 Million 0.01% of portfolio
82,594
Q2 2024 Reduced 0.48%
$1.52B
$2.41 Million 0.01% of portfolio
87,300
Q3 2024 Reduced 90.58%
$69.9B
$2.39 Million 0.01% of portfolio
8,027
Q3 2024 Added 0.7%
$927M
$2.87 Million 0.01% of portfolio
47,380
Q3 2024 Reduced 1.56%
$254B
$3.47 Million 0.01% of portfolio
6,697
Q3 2024 Reduced 0.22%
$995B
$4.14 Million 0.01% of portfolio
23,867
Q3 2024 Reduced 7.37%
$41.9B
$1.95 Million 0.01% of portfolio
142,500
Q4 2023 Added 7.55%
$39.1B
$4.43 Million 0.01% of portfolio
17,194
Q3 2024 Added 1.85%
$3.27B
$3.55 Million 0.01% of portfolio
45,493
Q3 2024 Reduced 0.44%
$23.2B
$4.55 Million 0.01% of portfolio
33,723
Q3 2024 Reduced 0.36%
$22.1B
$1.75 Million 0.01% of portfolio
3,997
Q1 2024 Reduced 1.75%
$490M
$1.6 Million 0.01% of portfolio
22,500
Q1 2024 Added 15.38%
$41.7B
$4.73 Million 0.01% of portfolio
45,506
Q3 2024 Reduced 2.92%
$71.7B
$4.69 Million 0.01% of portfolio
34,301
Q3 2024 Reduced 4.9%
$139M
$3.52 Million 0.01% of portfolio
839,081
Q2 2024 Reduced 1.29%
$55.5B
$3.52 Million 0.01% of portfolio
48,098
Q3 2024 Reduced 12.18%
$4.56B
$1.9 Million 0.01% of portfolio
25,690
Q3 2024 Reduced 3.38%

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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