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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$18.9 Million 0.06% of portfolio
187,272
Q1 2025 Reduced 1.34%
$14.4B
$17.8 Million 0.06% of portfolio
154,148
Q1 2025 Reduced 1.39%
$2.79B
$19.3 Million 0.06% of portfolio
1,203,908
Q1 2025 Added 4.03%
$120B
$19.2 Million 0.06% of portfolio
137,089
Q1 2025 Added 301.67%
$0
$19.1 Million 0.06% of portfolio
101,375
Q1 2025 Added 1.59%
$182B
$19.7 Million 0.06% of portfolio
270,700
Q1 2025 Added 3,342.27%
$417B
$17.9 Million 0.06% of portfolio
18,884
Q1 2025 Added 3.12%
$9.37B
$16.5 Million 0.05% of portfolio
413,570
Q1 2025 Reduced 2.04%
$35.6B
$17 Million 0.05% of portfolio
35,595
Q1 2025 Added 2.83%
$534M
$17.3 Million 0.05% of portfolio
540,370
Q1 2025 New
$0
$17.3 Million 0.05% of portfolio
30,843
Q1 2025 Reduced 2.98%
$207B
$15.9 Million 0.05% of portfolio
176,732
Q1 2025 Reduced 8.61%
$3.43B
$17.4 Million 0.05% of portfolio
378,786
Q1 2025 Reduced 3.08%
$0
$15.1 Million 0.05% of portfolio
68,210
Q1 2025 Added 13.77%
$6.91B
$15.7 Million 0.05% of portfolio
855,186
Q1 2025 Reduced 18.07%
$0
$15.7 Million 0.05% of portfolio
153,463
Q3 2024 Reduced 0.46%
$60.5B
$12.2 Million 0.04% of portfolio
186,518
Q1 2025 Added 766.24%
$1.25B
$13.5 Million 0.04% of portfolio
1,011,146
Q1 2025 Reduced 2.27%
$12.6B
$11.6 Million 0.04% of portfolio
130,314
Q1 2025 New
$70.3B
$12.5 Million 0.04% of portfolio
28,647
Q1 2025 Reduced 1.75%
$6.3B
$12.5 Million 0.04% of portfolio
272,431
Q1 2025 Reduced 3.18%
$10B
$12.3 Million 0.04% of portfolio
157,979
Q1 2025 Reduced 0.72%
$533B
$13.3 Million 0.04% of portfolio
24,196
Q1 2025 Reduced 0.3%
$260B
$12.5 Million 0.04% of portfolio
142,734
Q1 2025 Reduced 1.83%
$380B
$12.3 Million 0.04% of portfolio
33,583
Q1 2025 Reduced 6.22%
$68.2B
$13.8 Million 0.04% of portfolio
405,148
Q1 2025 New
$0
$11.4 Million 0.04% of portfolio
225,233
Q1 2025 Added 9.16%
$73.3B
$11.4 Million 0.04% of portfolio
28,581
Q1 2025 Reduced 1.35%
$11.1B
$12.6 Million 0.04% of portfolio
187,085
Q1 2025 Added 42.85%
$12.9B
$11.6 Million 0.04% of portfolio
216,959
Q1 2025 Reduced 0.2%
$275B
$8.77 Million 0.03% of portfolio
70,836
Q1 2025 Added 169.41%
$11.9B
$8.7 Million 0.03% of portfolio
102,241
Q1 2025 Reduced 20.18%
$22B
$10.1 Million 0.03% of portfolio
110,071
Q1 2025 Reduced 3.57%
$219B
$9.64 Million 0.03% of portfolio
72,792
Q1 2025 Reduced 11.04%
$109B
$9.75 Million 0.03% of portfolio
33,850
Q1 2025 Added 1.65%
$2.57B
$9.93 Million 0.03% of portfolio
178,143
Q1 2025 Reduced 1.42%
$65.7B
$10.7 Million 0.03% of portfolio
30,926
Q1 2025 Reduced 2.58%
$141B
$9.88 Million 0.03% of portfolio
389,734
Q1 2025 Reduced 7.8%
$1.95B
$9.2 Million 0.03% of portfolio
144,773
Q1 2025 Reduced 0.62%
$62.5B
$11 Million 0.03% of portfolio
41,685
Q1 2025 Reduced 0.06%
$960M
$10.9 Million 0.03% of portfolio
169,788
Q1 2025 Reduced 4.71%
$73.8B
$8.35 Million 0.03% of portfolio
75,892
Q1 2025 Reduced 18.57%
$3.33B
$8.24 Million 0.03% of portfolio
881,682
Q1 2025 Reduced 0.91%
$220B
$10.5 Million 0.03% of portfolio
79,200
Q1 2025 Reduced 1.88%
$79.5B
$8.98 Million 0.03% of portfolio
51,078
Q1 2025 Reduced 5.08%
$0
$8.58 Million 0.03% of portfolio
208,650
Q1 2025 Reduced 1.59%
$1.29B
$8.57 Million 0.03% of portfolio
365,637
Q1 2025 Added 0.58%
$3.76B
$10.9 Million 0.03% of portfolio
143,305
Q1 2025 Reduced 1.56%
$57.3B
$8.86 Million 0.03% of portfolio
18,308
Q1 2025 Reduced 1.95%

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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