First Manhattan CO Portfolio Holdings

First Manhattan CO

  • $32.1 Billion
  • Q4 2024

First Manhattan CO has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $32.1 Billion distributed in 680 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 $1.87B, Apple Inc. with a value of $1.64B, Kkr & Co. Inc. with a value of $1.24B, and Alphabet Inc. with a value of $1.03B.

Examining the 13F form we can see an increase of $134M in the current position value, from $31.9B to 32.1B.

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 $32.1 Billion
Financial Services: $14.2 Billion
Technology: $7.31 Billion
Consumer Cyclical: $2.65 Billion
Communication Services: $2.24 Billion
Healthcare: $2.21 Billion
Industrials: $850 Million
ETFs: $757 Million
Consumer Defensive: $748 Million
Other: $1.12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$477B
$10.1 Billion 31.43% of portfolio
14,801
Q4 2024 Added 0.76%
$2.92T
$1.87 Billion 5.83% of portfolio
4,431,634
Q4 2024 Reduced 1.02%
$3.36T
$1.64 Billion 5.1% of portfolio
6,533,184
Q4 2024 Reduced 2.14%
$97.7B
$1.24 Billion 3.87% of portfolio
8,392,141
Q4 2024 Reduced 3.45%
$997B
$1.03 Billion 3.21% of portfolio
5,403,304
Q4 2024 Reduced 0.26%
$691B
$864 Million 2.69% of portfolio
1,906,454
Q4 2024 Reduced 2.02%
$373B
$850 Million 2.65% of portfolio
5,101,222
Q4 2024 Reduced 2.68%
$68.5B
$827 Million 2.58% of portfolio
258,324
Q4 2024 Reduced 0.24%
$392B
$770 Million 2.4% of portfolio
1,522,998
Q4 2024 Reduced 2.21%
$77.9B
$535 Million 1.67% of portfolio
2,309,118
Q4 2024 Reduced 1.02%
$268B
$521 Million 1.63% of portfolio
1,558,586
Q4 2024 Added 1.03%
$130B
$466 Million 1.45% of portfolio
2,863,881
Q4 2024 Added 9.66%
$166B
$464 Million 1.45% of portfolio
891,321
Q4 2024 Added 0.56%
$144B
$437 Million 1.36% of portfolio
1,904,106
Q4 2024 Reduced 1.22%
$37.5B
$414 Million 1.29% of portfolio
2,250,602
Q4 2024 Added 5.43%
$548B
$396 Million 1.24% of portfolio
1,253,658
Q4 2024 Added 0.46%
$967B
$369 Million 1.15% of portfolio
1,948,857
Q4 2024 Added 0.44%
$137B
$345 Million 1.08% of portfolio
1,399,457
Q4 2024 Added 0.41%
$134B
$313 Million 0.98% of portfolio
1,386,365
Q4 2024 Added 0.58%
$156B
$314 Million 0.98% of portfolio
629,877
Q4 2024 Reduced 0.75%
$269B
$305 Million 0.95% of portfolio
439,890
Q4 2024 Added 59.41%
$1.93T
$282 Million 0.88% of portfolio
1,283,109
Q4 2024 Reduced 0.08%
$0
$263 Million 0.82% of portfolio
487,817
Q4 2024 Added 1.0%
$185B
$237 Million 0.74% of portfolio
673,420
Q4 2024 Reduced 4.31%
$84.6B
$225 Million 0.7% of portfolio
189,993
Q4 2024 Reduced 2.41%
$14.5B
$224 Million 0.7% of portfolio
3,901,983
Q4 2024 Reduced 0.62%
$264B
$225 Million 0.7% of portfolio
1,872,284
Q4 2024 Added 2.04%
$277B
$221 Million 0.69% of portfolio
1,647,027
Q4 2024 Added 26.55%
$233B
$190 Million 0.59% of portfolio
654,476
Q4 2024 Reduced 1.45%
$91.2B
$171 Million 0.53% of portfolio
1,144,827
Q4 2024 Added 12.07%
$17.1B
$168 Million 0.52% of portfolio
674,006
Q4 2024 Reduced 24.6%
$198B
$160 Million 0.5% of portfolio
540,679
Q4 2024 Added 1.18%
$76.7B
$153 Million 0.48% of portfolio
550,141
Q4 2024 Reduced 0.73%
$9.89B
$152 Million 0.47% of portfolio
4,226,639
Q4 2024 Added 4.77%
$149B
$148 Million 0.46% of portfolio
3,942,227
Q4 2024 Reduced 10.81%
$25.7B
$144 Million 0.45% of portfolio
897,299
Q4 2024 Reduced 3.42%
$89.9B
$142 Million 0.44% of portfolio
2,383,607
Q4 2024 Reduced 7.76%
$130B
$136 Million 0.42% of portfolio
1,893,661
Q4 2024 Reduced 9.72%
$404B
$124 Million 0.39% of portfolio
858,038
Q4 2024 Reduced 5.39%
$8.51B
$113 Million 0.35% of portfolio
3,466,894
Q4 2024 Added 1.86%
$329B
$108 Million 0.34% of portfolio
606,933
Q4 2024 Reduced 1.66%
$24.4B
$104 Million 0.33% of portfolio
1,391,075
Q4 2024 Added 1.44%
$4.81B
$105 Million 0.33% of portfolio
296,670
Q4 2024 Reduced 19.63%
$284B
$99.4 Million 0.31% of portfolio
1,216,892
Q4 2024 Reduced 24.54%
$70.1B
$96.6 Million 0.3% of portfolio
541,922
Q4 2024 Added 2.89%
$12.4B
$97.2 Million 0.3% of portfolio
1,217,354
Q4 2024 Reduced 3.43%
$0
$94.4 Million 0.29% of portfolio
3,041,497
Q4 2024 Added 0.06%
$0
$85.7 Million 0.27% of portfolio
489,234
Q4 2024 Added 2.71%
$131B
$86.9 Million 0.27% of portfolio
381,074
Q4 2024 Added 174.46%

Summary

  • Portfolio
  • No. of Stocks 680
  • Current Value $32.1 Billion
  • Prior Value $31.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 193 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 265 stocks
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