First Manhattan CO Portfolio Holdings

First Manhattan CO

  • $32.4 Billion
  • Q1 2025

First Manhattan CO has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $32.4 Billion distributed in 678 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $11.4B, Microsoft Corp with a value of $1.68B, Apple Inc. with a value of $1.4B, Berkshire Hathaway Inc Class B with a value of $1.03B, and Autozone Inc with a value of $978M.

Examining the 13F form we can see an increase of $321M in the current position value, from $32.1B to 32.4B.

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 $32.4 Billion
Financial Services: $15.5 Billion
Technology: $6.35 Billion
Consumer Cyclical: $2.8 Billion
Healthcare: $2.07 Billion
Communication Services: $2.04 Billion
Industrials: $900 Million
Consumer Defensive: $854 Million
ETFs: $724 Million
Other: $1.13 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.6B
$978 Million 3.02% of portfolio
256,411
Q1 2025 Reduced 0.74%
$125B
$964 Million 2.98% of portfolio
8,342,388
Q1 2025 Reduced 0.59%
$38.5B
$497 Million 1.53% of portfolio
2,397,679
Q1 2025 Added 6.54%
$168B
$472 Million 1.46% of portfolio
948,563
Q1 2025 Added 6.42%
$161B
$448 Million 1.38% of portfolio
3,088,624
Q1 2025 Added 7.85%
$138B
$396 Million 1.22% of portfolio
1,933,460
Q1 2025 Added 1.54%
$113B
$384 Million 1.18% of portfolio
2,290,528
Q1 2025 Reduced 0.81%
$141B
$328 Million 1.01% of portfolio
1,407,893
Q1 2025 Added 0.6%
$159B
$320 Million 0.99% of portfolio
1,512,388
Q1 2025 Added 9.09%
$169B
$309 Million 0.95% of portfolio
608,082
Q1 2025 Reduced 3.46%
$11B
$221 Million 0.68% of portfolio
3,912,346
Q1 2025 Added 0.27%
$101B
$199 Million 0.61% of portfolio
1,151,974
Q1 2025 Added 0.62%
$181B
$196 Million 0.61% of portfolio
627,944
Q1 2025 Reduced 6.75%
$97B
$163 Million 0.5% of portfolio
2,396,937
Q1 2025 Added 0.56%
$11.7B
$155 Million 0.48% of portfolio
4,258,760
Q1 2025 Added 0.76%
$88.6B
$131 Million 0.4% of portfolio
549,089
Q1 2025 Reduced 0.19%
$141B
$118 Million 0.36% of portfolio
498,430
Q1 2025 Added 30.8%
$18.1B
$100 Million 0.31% of portfolio
1,368,940
Q1 2025 Reduced 1.59%
$12.3B
$96.7 Million 0.3% of portfolio
1,205,881
Q1 2025 Reduced 0.94%
$11.1B
$98 Million 0.3% of portfolio
201,272
Q1 2025 Added 401.43%
$83.4B
$93 Million 0.29% of portfolio
518,723
Q1 2025 Reduced 4.28%
$10.1B
$89.8 Million 0.28% of portfolio
582,559
Q1 2025 Added 19.25%
$18.8B
$86.1 Million 0.27% of portfolio
1,653,305
Q1 2025 Added 38.23%
$29.5B
$85.5 Million 0.26% of portfolio
570,648
Q1 2025 Reduced 36.4%
$32.7B
$79.6 Million 0.25% of portfolio
918,021
Q1 2025 Added 131.67%
$10B
$79.9 Million 0.25% of portfolio
380,784
Q1 2025 Reduced 3.37%
$14.8B
$57.6 Million 0.18% of portfolio
1,935,136
Q1 2025 Reduced 4.92%
$95B
$53.9 Million 0.17% of portfolio
849,446
Q1 2025 Added 22.65%
$38.4B
$51.2 Million 0.16% of portfolio
276,478
Q1 2025 Added 4.02%
$68.6B
$49.1 Million 0.15% of portfolio
1,162,207
Q1 2025 Reduced 2.58%
$27.4B
$47.4 Million 0.15% of portfolio
25,369
Q1 2025 Reduced 48.27%
$108B
$47.8 Million 0.15% of portfolio
219,514
Q1 2025 Added 4.4%
$116B
$46.9 Million 0.14% of portfolio
155,359
Q1 2025 Added 23.93%
$111B
$43.8 Million 0.14% of portfolio
446,294
Q1 2025 Added 33.11%
$91.4B
$44.3 Million 0.14% of portfolio
95,177
Q1 2025 Reduced 3.63%
$36B
$43 Million 0.13% of portfolio
1,395,152
Q1 2025 Reduced 1.73%
$34.8B
$41.2 Million 0.13% of portfolio
233,412
Q1 2025 Added 13.55%
$91.5B
$37.3 Million 0.12% of portfolio
842,067
Q1 2025 Reduced 6.24%
$74.1B
$34.6 Million 0.11% of portfolio
151,915
Q1 2025 Reduced 4.3%
$173B
$36.1 Million 0.11% of portfolio
461,397
Q1 2025 Reduced 0.09%
$17.7B
$28.8 Million 0.09% of portfolio
85,386
Q1 2025 Reduced 0.34%
$63.6B
$30.3 Million 0.09% of portfolio
82,115
Q1 2025 Reduced 10.58%
$164B
$30.6 Million 0.09% of portfolio
98,336
Q1 2025 Reduced 3.36%
$15.8B
$28.8 Million 0.09% of portfolio
474,879
Q1 2025 New
$136B
$28.3 Million 0.09% of portfolio
165,876
Q1 2025 Reduced 3.59%
$60.1B
$28.4 Million 0.09% of portfolio
270,800
Q1 2025 Added 11.82%
$140B
$26.9 Million 0.08% of portfolio
437,077
Q1 2025 Added 23.25%
$149B
$25 Million 0.08% of portfolio
67,268
Q1 2025 Reduced 1.46%
$14.7B
$26.6 Million 0.08% of portfolio
318,731
Q1 2025 Reduced 1.54%

Summary

  • Portfolio
  • No. of Stocks 678
  • Current Value $32.4 Billion
  • Prior Value $32.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 168 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 303 stocks
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