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
$145B
$3.68 Million 0.01% of portfolio
12,986
Q1 2025 Added 0.79%
$59.8B
$3.13 Million 0.01% of portfolio
5,316
Q1 2025 Reduced 12.0%
$6.35B
$1.63 Million 0.01% of portfolio
62,979
Q1 2025 Added 2.63%
$173B
$2.16 Million 0.01% of portfolio
5,624
Q1 2025 Added 2.12%
$159M
$4.09 Million 0.01% of portfolio
244,577
Q1 2025 Reduced 3.1%
$0
$1.62 Million 0.01% of portfolio
44,581
Q1 2025 Added 0.33%
$30.7B
$2.57 Million 0.01% of portfolio
17,545
Q1 2025 Reduced 0.47%
$87.4B
$2.5 Million 0.01% of portfolio
17,149
Q1 2025 Added 38.56%
$0
$1.63 Million 0.01% of portfolio
57,463
Q1 2025 Added 1.78%
$195B
$1.9 Million 0.01% of portfolio
67,340
Q1 2025 Added 8.01%
$30.2B
$3.02 Million 0.01% of portfolio
50,556
Q1 2025 Reduced 0.15%
$291M
$2.99 Million 0.01% of portfolio
91,491
Q1 2025 Reduced 7.49%
$79.9B
$4.3 Million 0.01% of portfolio
17,318
Q1 2025 Reduced 4.49%
$12B
$4.85 Million 0.01% of portfolio
36,825
Q3 2024 Reduced 16.62%
$83.6B
$4.65 Million 0.01% of portfolio
31,634
Q1 2025 Reduced 1.75%
$43.5B
$3.03 Million 0.01% of portfolio
21,272
Q4 2024 Added 5.08%
$7.14B
$2.22 Million 0.01% of portfolio
85,683
Q1 2025 Reduced 3.71%
$34B
$1.73 Million 0.01% of portfolio
9,693
Q1 2025 Added 0.59%
$89.8B
$3.44 Million 0.01% of portfolio
25,093
Q1 2025 Added 20.13%
$320B
$2.71 Million 0.01% of portfolio
20,528
Q1 2025 New
$0
$4.04 Million 0.01% of portfolio
8,607
Q1 2025 Reduced 2.05%
$9.16B
$3.76 Million 0.01% of portfolio
81,774
Q1 2025 Reduced 0.57%
$1.78B
$3.77 Million 0.01% of portfolio
44,411
Q1 2025 Reduced 39.81%
$0
$2.65 Million 0.01% of portfolio
4,708
Q1 2025 Reduced 2.47%
$78.3M
$3.84 Million 0.01% of portfolio
1,650,000
Q4 2024 Added 3.13%
$0
$3.1 Million 0.01% of portfolio
29,674
Q1 2025 Reduced 0.08%
$0
$1.89 Million 0.01% of portfolio
75,179
Q1 2025 Added 77.09%
$0
$1.86 Million 0.01% of portfolio
78,189
Q1 2025 Added 55.66%
$142M
$1.8 Million 0.01% of portfolio
356,465
Q1 2025 Added 1.45%
$66.1B
$2.39 Million 0.01% of portfolio
8,116
Q1 2025 Added 1.5%
$42.1B
$4.18 Million 0.01% of portfolio
40,549
Q1 2025 Reduced 2.96%
$3.26B
$3.37 Million 0.01% of portfolio
41,930
Q1 2025 Reduced 3.37%
$0
$2.21 Million 0.01% of portfolio
15,740
Q1 2025 Added 0.01%
$121B
$3.79 Million 0.01% of portfolio
18,816
Q1 2025 Reduced 16.18%
$101B
$2.51 Million 0.01% of portfolio
22,495
Q1 2025 Added 85.99%
$23.6B
$3.82 Million 0.01% of portfolio
32,003
Q1 2025 Reduced 2.03%
$61.9B
$3.68 Million 0.01% of portfolio
42,376
Q1 2025 Reduced 5.72%
$10.9B
$3.38 Million 0.01% of portfolio
29,690
Q1 2025 Added 3.22%
$0
$2.1 Million 0.01% of portfolio
24,055
Q1 2025 Reduced 0.17%
$4.61B
$2.15 Million 0.01% of portfolio
1,115
Q4 2024 New
$126B
$3.29 Million 0.01% of portfolio
4,835
Q1 2025 Added 14.17%
$108B
$1.83 Million 0.01% of portfolio
4,103
Q1 2025 Reduced 14.09%
$70.8B
$3.36 Million 0.01% of portfolio
20,393
Q1 2025 Reduced 8.81%
$10.4B
$4.55 Million 0.01% of portfolio
170,000
Q4 2024 Added 30.77%
$98.7B
$1.97 Million 0.01% of portfolio
7,428
Q1 2025 Reduced 1.26%
$60.7B
$3.22 Million 0.01% of portfolio
26,079
Q1 2025 Reduced 1.44%
$12.3B
$3.78 Million 0.01% of portfolio
30,878
Q1 2025 Added 0.33%
$21.5B
$1.74 Million 0.01% of portfolio
46,528
Q4 2024 Reduced 52.4%
$2.37B
$4.51 Million 0.01% of portfolio
617,574
Q3 2024 New

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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