First Manhattan Co. Llc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), First Manhattan Co. Llc. reported 740 stock positions worth $39.2 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 26.3% of the portfolio, followed by Microsoft (MSFT, 4.1%) and ASML Holding NV-NY Reg SHS (ASML, 3.6%). Compared with Q1 2026, it opened 48 new positions, sold out of 60, added to 158 and reduced 363. The biggest buy was Uber Technologies (UBER, shares +446%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $39.2B (Q2 2026)
- SEC Filing
- 0000728083-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 740 stocks · $39.2B
| BRK.A Berkshire Hathaway Inc. Class A | 26.35% | 13,803 | $10.3B | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.13% | 4,345,361 | $1.6B | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.64% | 718,408 | $1.4B | Reduce -4.8% |
| AAPL Apple Inc. | 3.64% | 4,935,720 | $1.4B | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 3.54% | 3,931,213 | $1.4B | Reduce -3.0% |
| BN Brookfield Corp. | 2.46% | 22,611,066 | $964.4M | Reduce -2.8% |
| AMAT Applied Materials Inc. | 2.29% | 1,240,454 | $896.8M | Reduce -17.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.27% | 1,777,769 | $889.6M | Reduce -1.4% |
| KKR KKR & Co. Inc. | 2.20% | 9,416,070 | $864.2M | Add +0.2% |
| AZO AutoZone Inc. | 2.14% | 262,141 | $837.8M | Add +0.1% |
| AVGO Broadcom Inc. | 2.07% | 2,150,271 | $812.3M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 1.98% | 3,262,397 | $777.6M | Add +0.2% |
| INTC Intel Corp. | 1.65% | 4,638,876 | $647.7M | Reduce -18.5% |
| V Visa Inc. Class A | 1.47% | 1,682,548 | $577.3M | Add +8.6% |
| LB Landbridge Co. LLC-A | 1.43% | 7,082,845 | $561.2M | Add +0.4% |
| ORCL Oracle Corp. | 1.41% | 3,772,494 | $552.9M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 1.35% | 1,479,067 | $528.6M | Reduce -2.5% |
| NVDA Nvidia Corp. | 1.29% | 2,531,922 | $506.6M | Reduce -0.4% |
| TPL Texas Pacific Land Corp. | 1.19% | 1,064,741 | $466.0M | Add +0.2% |
| DHR Danaher Corp. | 1.09% | 2,248,424 | $429.1M | Reduce -3.9% |
| TMO Thermo Fisher Scientific Inc. | 1.08% | 841,894 | $422.4M | Add +9.7% |
| SPGI S&P Global Inc. | 1.07% | 1,033,680 | $421.0M | Reduce -1.2% |
| HON Honeywell International Inc. | 1.06% | 1,858,036 | $416.0M | Add +87.6% |
| HONA Honeywell Aerospace Inc. | 1.06% | 1,875,740 | $414.7M | Add +89.4% |
| SNPS Synopsys Inc. | 0.98% | 859,147 | $383.2M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.92% | 867,432 | $360.5M | Reduce -15.6% |
| LIN Linde PLC | 0.90% | 678,305 | $352.0M | Reduce -4.8% |
| PM Philip Morris International | 0.82% | 1,769,286 | $322.2M | Reduce -0.3% |
| GEV GE Vernova Inc. | 0.81% | 270,578 | $318.0M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.75% | 430,074 | $295.4M | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.74% | 1,317,185 | $290.4M | Reduce -5.9% |
| CRM Salesforce Inc. | 0.70% | 1,740,423 | $273.4M | Reduce -34.2% |
| TTWO Take-Two Interactive Softwre | 0.65% | 1,015,618 | $253.9M | Add +0.4% |
| UBER Uber Technologies Inc. | 0.63% | 3,443,141 | $248.5M | Add +446.2% |
| ALLY Ally Financial Inc. | 0.52% | 4,479,185 | $205.8M | Reduce -2.3% |
| ORLY O'reilly Automotive Inc. | 0.52% | 2,213,280 | $203.8M | Reduce -2.4% |
| MAR Marriott International Class A | 0.50% | 528,442 | $195.8M | Reduce -1.7% |
| BKNG Booking Holdings Inc. | 0.49% | 1,089,139 | $194.1M | Add +5.8% |
| JNJ Johnson & Johnson | 0.46% | 704,715 | $179.0M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.45% | 647,042 | $176.0M | Reduce -1.3% |
| CSL Carlisle Cos Inc. | 0.43% | 469,174 | $170.2M | Add +5.6% |
| AMRZ Amrize Ltd. | 0.43% | 3,144,788 | $167.6M | Reduce -20.1% |
| AXP American Express Co. | 0.39% | 453,549 | $153.4M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.38% | 594,732 | $149.7M | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 385,836 | $144.2M | Add +100.2% |
| MCD McDonald's Corp. | 0.36% | 519,232 | $140.4M | Reduce -3.9% |
| MTCH Match Group Inc. | 0.36% | 3,668,235 | $139.6M | Reduce -0.5% |
| VRT Vertiv Holdings Co. Class A | 0.33% | 385,343 | $129.0M | Reduce -30.2% |
| BALL Ball Corp. | 0.33% | 2,043,868 | $127.5M | Add +1.1% |
| AIZ Assurant Inc. | 0.28% | 405,627 | $108.9M | Reduce -0.7% |
| COF Capital One Financial Corp. | 0.27% | 536,652 | $107.7M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.25% | 175,882 | $99.1M | Reduce -7.2% |
| FMCX FM Focus Equity ETF | 0.25% | 2,619,156 | $97.7M | Reduce -13.2% |
| JPM JPMorgan Chase & Co. | 0.25% | 294,172 | $96.3M | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 447,053 | $95.1M | Add +9.7% |
| ACN Accenture PLC Class A | 0.24% | 756,729 | $94.2M | Add +57.3% |
| ICE Intercontinental Exchange Inc. | 0.23% | 728,686 | $89.7M | Reduce -28.5% |
| SCI Service Corp. International | 0.22% | 1,157,795 | $87.9M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.22% | 72,685 | $87.2M | Reduce -1.4% |
| QXO Qxo Inc. | 0.21% | 4,868,271 | $84.1M | Add +196.1% |
| WOLF Wolfspeed Inc. | 0.20% | 1,644,966 | $79.4M | New |
| WDAY Workday Inc. Class A | 0.20% | 639,339 | $78.3M | New |
| CSW CSW Industrials Inc. | 0.19% | 270,170 | $75.2M | Add +0.1% |
| VLTO Veralto Corp. | 0.19% | 821,834 | $73.0M | Add +43.3% |
| KO The Coca-Cola Co. | 0.19% | 888,365 | $72.7M | Reduce -4.0% |
| BSX Boston Scientific Corp. | 0.18% | 1,697,334 | $72.4M | Reduce -65.4% |
| POOL Pool Corp. | 0.18% | 323,110 | $69.4M | Add +13.4% |
| EROK Eaglerock Land LLC Class A | 0.18% | 3,256,970 | $69.2M | New |
| COR Cencora Inc. | 0.17% | 240,747 | $68.1M | Reduce -0.8% |
| TMC TMC the Metals Co. Inc. | 0.17% | 15,315,924 | $67.8M | No change |
| IVV iShares Core S&P 500 ETF | 0.17% | 90,479 | $67.8M | Add +32.2% |
| BL Blackline Inc. | 0.17% | 2,403,510 | $67.5M | Reduce -10.2% |
| BIP Brookfield Infrastructure Pa | 0.17% | 1,797,215 | $65.6M | Reduce -1.4% |
| CB Chubb Ltd. | 0.17% | 190,921 | $65.1M | Add +1.5% |
| KNSL Kinsale Capital Group Inc. | 0.16% | 188,375 | $62.1M | Reduce -69.4% |
| KEYS Keysight Technologies Inc. | 0.16% | 175,497 | $61.4M | Reduce -5.7% |
| IQV Iqvia Holdings Inc. | 0.15% | 312,542 | $60.4M | Add +4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 698,320 | $56.3M | Add +11.6% |
| SOXX iShares Semiconductor ETF | 0.14% | 85,294 | $54.7M | Reduce -15.8% |
| NSRGY Nestle SA-Spons ADR | 0.14% | 528,186 | $54.2M | Reduce -11.0% |
| MA Mastercard Inc. Class A | 0.13% | 97,516 | $50.1M | Reduce -2.8% |
| BAM Brookfield Asset Mgmt-A | 0.12% | 1,069,167 | $47.9M | Reduce -3.4% |
| CNQ Canadian Natural Resources | 0.11% | 1,124,614 | $44.9M | Reduce -3.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 135,896 | $44.9M | Reduce -3.1% |
| MS Morgan Stanley | 0.11% | 211,022 | $44.1M | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 740,231 | $43.2M | Reduce -14.5% |
| SCHW Schwab (charles) Corp. | 0.11% | 458,665 | $42.3M | Reduce -1.2% |
| MCO Moody's Corp. | 0.10% | 89,014 | $40.3M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 139,968 | $39.4M | Add +3.2% |
| AMD Advanced Micro Devices | 0.10% | 66,599 | $38.7M | Reduce -20.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 171,366 | $37.3M | Add +645.0% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 151,279 | $35.8M | Add +2.9% |
| AMGN Amgen Inc. | 0.08% | 87,079 | $31.5M | Reduce -4.2% |
| CPRT Copart Inc. | 0.08% | 1,099,434 | $31.0M | Reduce -62.7% |
| SNA Snap-on Inc. | 0.08% | 76,036 | $30.6M | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.08% | 364,317 | $30.1M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 99,194 | $30.1M | Add +10.9% |
| PG The Procter & Gamble Co. | 0.08% | 203,054 | $29.8M | Reduce -5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 39,352 | $29.4M | Add +9.7% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 184,342 | $29.1M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $6.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 4,473 | $5.2M | Reduce -39.5% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 13,870 | $933K | Add +31.7% |
Total filed on the 13F, all lines: $39.2B.
Portfolio Sells Q1 2026 → Q2 2026
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.2% | 26.35% | −1.48 |
| CRM Salesforce Inc. | Reduce -34.2% | 0.70% | −0.67 |
| BSX Boston Scientific Corp. | Reduce -65.4% | 0.18% | −0.67 |
| KNSL Kinsale Capital Group Inc. | Reduce -69.4% | 0.16% | −0.43 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.13% | −0.36 |
| ICE Intercontinental Exchange Inc. | Reduce -28.5% | 0.23% | −0.22 |
| ORCL Oracle Corp. | Reduce -4.3% | 1.41% | −0.20 |
| CPRT Copart Inc. | Reduce -62.7% | 0.08% | −0.19 |
| AMRZ Amrize Ltd. | Reduce -20.1% | 0.43% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -5.9% | 0.74% | −0.18 |
| SPGI S&P Global Inc. | Reduce -1.2% | 1.07% | −0.16 |
| BN Brookfield Corp. | Reduce -2.8% | 2.46% | −0.15 |
| DHR Danaher Corp. | Reduce -3.9% | 1.09% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 2.27% | −0.13 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.36% | −0.11 |
| BL Blackline Inc. | Reduce -10.2% | 0.17% | −0.10 |
| AMT American Tower Corp. | Reduce -88.8% | 0.01% | −0.08 |
| LIN Linde PLC | Reduce -4.8% | 0.90% | −0.08 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.08 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -2.4% | 0.52% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Reduce -30.2% | 0.33% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -7.2% | 0.25% | −0.05 |
| CNQ Canadian Natural Resources | Reduce -3.0% | 0.11% | −0.04 |
| SCI Service Corp. International | Reduce -0.4% | 0.22% | −0.04 |
| COR Cencora Inc. | Reduce -0.8% | 0.17% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -14.5% | 0.11% | −0.03 |
| TAC Transalta Corp. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -35.2% | 0.02% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.46% | −0.03 |
| NSRGY Nestle SA-Spons ADR | Reduce -11.0% | 0.14% | −0.02 |
| CHTR Charter Communications Inc. Class A | Reduce -45.3% | 0.01% | −0.02 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.06% | −0.02 |
| TMHC Taylor Morrison Home Corp. | Sold out | 0.00% | −0.02 |
| INGR Ingredion Inc. | Reduce -0.7% | 0.07% | −0.02 |
| FMCX FM Focus Equity ETF | Reduce -13.2% | 0.25% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.7% | 0.07% | −0.02 |
| COP Conocophillips | Reduce -2.8% | 0.04% | −0.02 |
| NVGS Navigator Holdings Ltd. | Reduce -12.9% | 0.05% | −0.02 |
| BIP Brookfield Infrastructure Pa | Reduce -1.4% | 0.17% | −0.02 |
| HHH Howard Hughes Holdings Inc. | Reduce -37.5% | 0.03% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -8.9% | 0.06% | −0.01 |
| GGG Graco Inc. | Reduce -3.2% | 0.06% | −0.01 |
| GLD SPDR Gold Shares | Reduce -7.8% | 0.04% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -3.4% | 0.12% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.2% | 0.11% | −0.01 |
| RRC Range Resources Corp. | Reduce -0.7% | 0.04% | −0.01 |
| APO Apollo Global Management Inc. | Reduce -65.4% | 0.01% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -71.8% | 0.01% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| UBER Uber Technologies Inc. | Add +446.2% | 0.63% | +0.51 |
| HONA Honeywell Aerospace Inc. | Add +89.4% | 1.06% | +0.45 |
| GE General Electric | Add +100.2% | 0.37% | +0.22 |
| WOLF Wolfspeed Inc. | New | 0.20% | +0.20 |
| WDAY Workday Inc. Class A | New | 0.20% | +0.20 |
| EROK Eaglerock Land LLC Class A | New | 0.18% | +0.18 |
| V Visa Inc. Class A | Add +8.6% | 1.47% | +0.17 |
| QXO Qxo Inc. | Add +196.1% | 0.21% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.98% | +0.10 |
| TTWO Take-Two Interactive Softwre | Add +0.4% | 0.65% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +645.0% | 0.10% | +0.08 |
| LB Landbridge Co. LLC-A | Add +0.4% | 1.43% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 0.75% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +32.2% | 0.17% | +0.05 |
| VLTO Veralto Corp. | Add +43.3% | 0.19% | +0.05 |
| SNPS Synopsys Inc. | Add +1.2% | 0.98% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +9.7% | 1.08% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +9.7% | 0.24% | +0.03 |
| CSL Carlisle Cos Inc. | Add +5.6% | 0.43% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +11.6% | 0.14% | +0.02 |
| LOAR Loar Holdings Inc. | Add +100.9% | 0.03% | +0.02 |
| POOL Pool Corp. | Add +13.4% | 0.18% | +0.02 |
| APH Amphenol Corp. Class A | Add +1.5% | 0.07% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +37.1% | 0.06% | +0.02 |
| DVN Devon Energy Corp. | Add +315.5% | 0.02% | +0.02 |
| MTD Mettler-Toledo International | Add +212.1% | 0.02% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +527.8% | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | Add +5.8% | 0.49% | +0.01 |
| QLTY GMO U.S. Quality ETF | Add +32.0% | 0.05% | +0.01 |
| IQV Iqvia Holdings Inc. | Add +4.2% | 0.15% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.9% | 0.08% | +0.01 |
| DEI Douglas Emmett Inc. | Add +2.3% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.7% | 0.07% | +0.01 |
| BXP BXP Inc. | Add +1.8% | 0.06% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.2% | 0.10% | +0.01 |
| MDT Medtronic PLC | Add +675.4% | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +13.9% | 0.06% | +0.01 |
| SYK Stryker Corp. | Add +25.9% | 0.07% | +0.01 |
| TDW Tidewater Inc. | Add +115.6% | 0.02% | +0.01 |
| BA The Boeing Co. | Add +15.3% | 0.05% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.25% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +99.0% | 0.01% | +0.00 |
| LUCD Lucid Diagnostics Inc. | Add +576.6% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.7% | 0.02% | +0.00 |
| DELL Dell Technologies -C | Add +20.7% | 0.01% | +0.00 |
| PAVM Pavmed Inc. | Add +1298.5% | 0.01% | +0.00 |
| SONY Sony Group Corp. - SP ADR | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +2.9% | 0.09% | +0.00 |
| JEF Jefferies Financial Group Inc. | Add +3.8% | 0.03% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +4.1% | 0.01% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -39.5% | 4,473 | $5.2M |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +31.7% | 13,870 | $933K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 740 | $39.2B | BRK.A, MSFT, ASML, AAPL, GOOG |
| Q1 2026 | 751 | $36.1B | BRK.A, MSFT, AAPL, GOOG, ASML |
| Q4 2025 | 727 | $38.1B | BRK.A, MSFT, AAPL, GOOG, KKR |
| Q3 2025 | 712 | $37.9B | BRK.A, MSFT, AAPL, ORCL, KKR |
| Q2 2025 | 696 | $35.4B | BRK.A, MSFT, KKR, AAPL, BN |
| Q1 2025 | 677 | $34.3B | BRK.A, MSFT, AAPL, BRK.B, AZO |
| Q4 2024 | 680 | $34.1B | BRK.A, MSFT, AAPL, KKR, GOOG |
| Q3 2024 | 680 | $33.7B | BRK.A, MSFT, AAPL, KKR, BN |
| Q2 2024Amended | 668 | $31.2B | BRK.A, MSFT, AAPL, GOOG, KKR |
| Q1 2024 | 1,404 | $30.8B | BRK.A, MSFT, AAPL, KKR, GOOG |