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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.99B
$299 Million 0.94% of portfolio
338,044
Q3 2024 Reduced 0.04%
$6.19B
$135 Million 0.42% of portfolio
369,129
Q3 2024 Reduced 16.4%
$9.35B
$129 Million 0.4% of portfolio
3,403,656
Q3 2024 Added 2.96%
$9.43B
$41.7 Million 0.13% of portfolio
303,813
Q3 2024 Reduced 9.23%
$3.42B
$20.9 Million 0.07% of portfolio
1,187,900
Q3 2024 Reduced 3.22%
$3.9B
$22.8 Million 0.07% of portfolio
423,080
Q3 2024 Reduced 0.03%
$6.31B
$18.5 Million 0.06% of portfolio
1,053,722
Q3 2024 Reduced 0.39%
$3.57B
$18.9 Million 0.06% of portfolio
1,706,517
Q3 2024 Reduced 1.04%
$7.54B
$15.8 Million 0.05% of portfolio
198,663
Q3 2024 Added 8.13%
$7.25B
$16.1 Million 0.05% of portfolio
292,520
Q3 2024 Reduced 0.12%
$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%
$3.67B
$9.73 Million 0.03% of portfolio
1,370,800
Q3 2024 Added 29.66%
$3.54B
$9.49 Million 0.03% of portfolio
267,745
Q3 2024 Reduced 2.83%
$3.55B
$9.5 Million 0.03% of portfolio
917,767
Q3 2024 Added 3.86%
$7.01B
$9.11 Million 0.03% of portfolio
51,375
Q3 2024 Reduced 0.87%
$2.57B
$10.4 Million 0.03% of portfolio
186,328
Q3 2024 Added 12.67%
$4.07B
$9.83 Million 0.03% of portfolio
146,130
Q3 2024 Reduced 0.19%
$8.11B
$6.4 Million 0.02% of portfolio
30,838
Q3 2024 Reduced 0.82%
$3.05B
$5.79 Million 0.02% of portfolio
101,245
Q3 2024 Reduced 6.12%
$4.25B
$6.94 Million 0.02% of portfolio
510,090
Q3 2024 Added 10.99%
$3.43B
$7.17 Million 0.02% of portfolio
220,622
Q3 2024 Reduced 6.76%
$8.96B
$6.33 Million 0.02% of portfolio
81,034
Q3 2024 Reduced 2.39%
$6.58B
$6.47 Million 0.02% of portfolio
688,936
Q3 2024 Added 19.52%
$2.26B
$4.94 Million 0.02% of portfolio
39,780
Q3 2024 Reduced 0.87%
$5.71B
$5.22 Million 0.02% of portfolio
50,635
Q3 2024 Reduced 1.22%
$6.3B
$7.89 Million 0.02% of portfolio
1,090,455
Q3 2024 Added 12.96%
$3.86B
$4.09 Million 0.01% of portfolio
149,284
Q3 2024 Reduced 1.0%
$8.6B
$1.67 Million 0.01% of portfolio
42,437
Q1 2024 Reduced 1.56%
$3.99B
$2.81 Million 0.01% of portfolio
46,020
Q2 2024 Reduced 1.84%
$9.07B
$2.66 Million 0.01% of portfolio
89,833
Q3 2024 Reduced 2.07%
$3.51B
$4.65 Million 0.01% of portfolio
617,574
Q3 2024 New
$7.66B
$2.59 Million 0.01% of portfolio
130,000
Q2 2024 Added 160.0%
$4.83B
$3.7 Million 0.01% of portfolio
42,259
Q3 2024 Reduced 1.54%
$8.37B
$1.87 Million 0.01% of portfolio
5,575
Q3 2024 Reduced 8.61%
$4.53B
$3.84 Million 0.01% of portfolio
80,197
Q3 2024 Reduced 0.77%
$5.03B
$3.55 Million 0.01% of portfolio
108,818
Q3 2024 Reduced 7.63%
$4.61B
$1.87 Million 0.01% of portfolio
13,706
Q3 2024 Reduced 7.54%
$6.63B
$4.77 Million 0.01% of portfolio
175,780
Q3 2024 Added 12.84%
$8.44B
$3.39 Million 0.01% of portfolio
82,594
Q2 2024 Reduced 0.48%
$3.27B
$3.55 Million 0.01% of portfolio
45,493
Q3 2024 Reduced 0.44%
$4.56B
$1.9 Million 0.01% of portfolio
25,690
Q3 2024 Reduced 3.38%
$3.88B
$1.89 Million 0.01% of portfolio
87,050
Q3 2024 Reduced 4.08%
$4.19B
$547,000 0.0% of portfolio
7,600
Q2 2023 New
$3.85B
$449,000 0.0% of portfolio
23,475
Q3 2024 Reduced 5.92%
$7.11B
$283,000 0.0% of portfolio
2,448
Q2 2024 Reduced 0.16%
$3.7B
$231,000 0.0% of portfolio
900
Q3 2024 New
$3.06B
$1.52 Million 0.0% of portfolio
9,067
Q1 2024 Reduced 9.93%
$4.87B
$1.28 Million 0.0% of portfolio
61,365
Q3 2024 Reduced 0.45%

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