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
$42.3B
$9.16 Million 0.03% of portfolio
58,190
Q1 2025 Reduced 0.13%
$7.25B
$8.75 Million 0.03% of portfolio
1,075,055
Q1 2025 Added 0.06%
$34.4B
$9.29 Million 0.03% of portfolio
79,375
Q1 2025 Reduced 3.1%
$32.4B
$11.2 Million 0.03% of portfolio
225,931
Q1 2025 Reduced 5.3%
$7.53B
$10.7 Million 0.03% of portfolio
481,978
Q1 2025 Reduced 7.22%
$552M
$9.65 Million 0.03% of portfolio
560,343
Q1 2025 Added 12.16%
$0
$10.4 Million 0.03% of portfolio
123,416
Q1 2025 Reduced 0.84%
$1.73B
$10.7 Million 0.03% of portfolio
430,183
Q1 2025 Added 0.75%
$25.1B
$7.49 Million 0.02% of portfolio
104,964
Q1 2025 Reduced 1.78%
$17.1B
$6.39 Million 0.02% of portfolio
159,335
Q1 2025 Reduced 4.83%
$13.7B
$4.94 Million 0.02% of portfolio
56,466
Q1 2025 Added 0.85%
$6.24B
$5.34 Million 0.02% of portfolio
45,970
Q1 2025 Reduced 5.41%
$26.1B
$6.42 Million 0.02% of portfolio
63,942
Q1 2025 Reduced 2.07%
$107B
$5.76 Million 0.02% of portfolio
96,004
Q1 2025 Reduced 19.82%
$7.77B
$7.02 Million 0.02% of portfolio
77,557
Q1 2025 Reduced 3.7%
$148B
$5.98 Million 0.02% of portfolio
22,013
Q1 2025 Added 3.04%
$9.97B
$6.11 Million 0.02% of portfolio
154,621
Q1 2025 Reduced 14.05%
$3.08B
$5.42 Million 0.02% of portfolio
93,699
Q1 2025 Reduced 4.68%
$4.27B
$6.85 Million 0.02% of portfolio
198,689
Q1 2025 Reduced 5.47%
$138B
$6.5 Million 0.02% of portfolio
58,045
Q1 2025 Reduced 0.07%
$239B
$6.28 Million 0.02% of portfolio
11,503
Q1 2025 Added 212.84%
$251B
$5.51 Million 0.02% of portfolio
49,460
Q1 2025 Reduced 0.38%
$1.47B
$6.14 Million 0.02% of portfolio
245,330
Q1 2025 Reduced 0.25%
$26.4B
$6.77 Million 0.02% of portfolio
68,614
Q1 2025 Reduced 7.48%
$101B
$5.59 Million 0.02% of portfolio
16,166
Q1 2025 Added 32.35%
$49B
$7.15 Million 0.02% of portfolio
68,541
Q1 2025 Added 2,885.24%
$7.24B
$8.05 Million 0.02% of portfolio
134,065
Q1 2025 New
$104B
$5.92 Million 0.02% of portfolio
24,252
Q1 2025 Added 72.97%
$16B
$6.24 Million 0.02% of portfolio
90,519
Q1 2025 Reduced 5.84%
$383B
$6.08 Million 0.02% of portfolio
145,807
Q1 2025 Added 34.74%
$1.57B
$5.48 Million 0.02% of portfolio
100,202
Q1 2025 Reduced 2.98%
$153B
$5.34 Million 0.02% of portfolio
11,372
Q1 2025 Reduced 6.18%
$294B
$6.95 Million 0.02% of portfolio
41,564
Q1 2025 Reduced 2.07%
$122B
$7.37 Million 0.02% of portfolio
132,904
Q4 2024 Reduced 3.62%
$12.3B
$5.75 Million 0.02% of portfolio
77,952
Q1 2025 Reduced 1.07%
$0
$5.68 Million 0.02% of portfolio
30,471
Q1 2025 Reduced 7.12%
$290B
$7.12 Million 0.02% of portfolio
26,705
Q1 2025 Added 9.8%
$454M
$7.21 Million 0.02% of portfolio
294,466
Q1 2025 Reduced 3.34%
$6.91B
$7.49 Million 0.02% of portfolio
51,075
Q1 2025 Reduced 0.68%
$74B
$7.98 Million 0.02% of portfolio
85,133
Q1 2025 Reduced 17.66%
$8.85B
$5.95 Million 0.02% of portfolio
189,606
Q1 2025 Added 35.01%
$48.7B
$4.87 Million 0.02% of portfolio
116,600
Q1 2025 Reduced 0.19%
$49B
$6.02 Million 0.02% of portfolio
124,600
Q1 2025 Reduced 0.31%
$43.7B
$6.9 Million 0.02% of portfolio
90,969
Q1 2025 Reduced 1.68%
$2.18B
$4.9 Million 0.02% of portfolio
38,165
Q1 2025 Reduced 0.89%
$3.89B
$7.06 Million 0.02% of portfolio
510,090
Q3 2024 Added 10.99%
$2.95B
$5.37 Million 0.02% of portfolio
1,365,686
Q1 2025 Added 0.59%
$636M
$6.41 Million 0.02% of portfolio
287,136
Q1 2025 Reduced 4.91%
$27.6B
$7.63 Million 0.02% of portfolio
74,679
Q1 2025 Added 0.02%

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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