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
$120M
$2.3 Million 0.01% of portfolio
606,435
Q1 2025 Reduced 27.73%
$0
$2.67 Million 0.01% of portfolio
32,335
Q1 2025 Added 1.03%
$283M
$2.73 Million 0.01% of portfolio
160,600
Q3 2024 Added 28.08%
$17.7B
$1.94 Million 0.01% of portfolio
11,571
Q4 2024 Reduced 1.28%
$21.4B
$1.9 Million 0.01% of portfolio
25,344
Q1 2025 Reduced 4.0%
$93M
$4.35 Million 0.01% of portfolio
1,925,000
Q2 2024 Added 20.31%
$93B
$1.97 Million 0.01% of portfolio
16,132
Q1 2025 Reduced 5.67%
$146B
$2.2 Million 0.01% of portfolio
18,024
Q1 2025 Reduced 1.19%
$2.25B
$2.2 Million 0.01% of portfolio
52,150
Q4 2024 New
$5.94B
$3.76 Million 0.01% of portfolio
166,130
Q1 2025 Reduced 0.09%
$0
$4.73 Million 0.01% of portfolio
104,435
Q1 2025 Added 6.87%
$80.2B
$2.7 Million 0.01% of portfolio
39,815
Q1 2025 Reduced 24.96%
$0
$4.19 Million 0.01% of portfolio
24,273
Q1 2025 Reduced 7.41%
$3.82B
$2.1 Million 0.01% of portfolio
82,567
Q1 2025 Reduced 4.05%
$80B
$2.09 Million 0.01% of portfolio
145,839
Q1 2025 Reduced 2.9%
$220M
$3.14 Million 0.01% of portfolio
288,492
Q1 2025 New
$24.4B
$2.44 Million 0.01% of portfolio
59,472
Q1 2025 Added 0.32%
$280B
$3.3 Million 0.01% of portfolio
53,461
Q1 2025 Reduced 5.43%
$12.5B
$3.62 Million 0.01% of portfolio
59,827
Q1 2025 Reduced 28.81%
$246M
$1.94 Million 0.01% of portfolio
40,780
Q1 2025 Reduced 1.24%
$6.71B
$2 Million 0.01% of portfolio
3,864
Q1 2025 Reduced 5.25%
$873M
$2.38 Million 0.01% of portfolio
89,484
Q1 2025 Added 10.5%
$87.9B
$3.17 Million 0.01% of portfolio
48,535
Q1 2025 Added 19.22%
$0
$2.86 Million 0.01% of portfolio
10,406
Q1 2025 Reduced 45.1%
$74.1B
$4.56 Million 0.01% of portfolio
154,782
Q1 2025 Reduced 0.31%
$153B
$2.99 Million 0.01% of portfolio
50,229
Q1 2025 Reduced 6.15%
$67.5B
$1.88 Million 0.01% of portfolio
4,327
Q1 2025 Reduced 8.17%
$0
$4.63 Million 0.01% of portfolio
18,256
Q1 2025 Reduced 5.05%
$9.6B
$3.14 Million 0.01% of portfolio
41,359
Q1 2025 Reduced 2.13%
$373M
$2.39 Million 0.01% of portfolio
94,836
Q3 2024 Reduced 9.54%
$2.14B
$2.31 Million 0.01% of portfolio
42,917
Q1 2025 New
$833M
$4.29 Million 0.01% of portfolio
56,879
Q1 2025 Reduced 23.63%
$58.9M
$2.1 Million 0.01% of portfolio
125,453
Q1 2025 Reduced 9.76%
$4.06B
$3.26 Million 0.01% of portfolio
72,990
Q1 2025 Reduced 0.15%
$1.22T
$3.98 Million 0.01% of portfolio
23,959
Q1 2025 Reduced 33.06%
$18.2B
$4.36 Million 0.01% of portfolio
52,985
Q1 2025 Reduced 3.72%
$14.8B
$2.23 Million 0.01% of portfolio
21,366
Q1 2025 New
$177B
$4.68 Million 0.01% of portfolio
24,066
Q1 2025 Reduced 18.23%
$229B
$4.44 Million 0.01% of portfolio
963
Q1 2025 Reduced 21.26%
$839M
$2.15 Million 0.01% of portfolio
37,295
Q1 2025 Reduced 10.12%
$26.1B
$2.31 Million 0.01% of portfolio
4,647
Q1 2025 Added 16.26%
$79.9B
$2.83 Million 0.01% of portfolio
33,698
Q3 2024 Reduced 7.02%
$4.25B
$3.83 Million 0.01% of portfolio
700,667
Q1 2025 Added 0.5%
$180B
$2.4 Million 0.01% of portfolio
52,994
Q1 2025 Reduced 4.09%
$13.9B
$1.92 Million 0.01% of portfolio
56,043
Q1 2025 Reduced 0.44%
$3.5B
$2.22 Million 0.01% of portfolio
131,174
Q1 2025 Reduced 3.49%
$3.77B
$2.74 Million 0.01% of portfolio
45,132
Q1 2025 Reduced 1.85%
$552M
$1.82 Million 0.01% of portfolio
24,900
Q1 2025 Added 10.06%
$35.7B
$217,000 0.0% of portfolio
3,754
Q1 2025 Reduced 9.67%

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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