First Manhattan Co. Llc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), First Manhattan Co. Llc. reported 680 stock positions worth $34.1 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 29.6% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Apple (AAPL, 4.8%). Compared with Q3 2024, it opened 40 new positions, sold out of 41, added to 190 and reduced 270. The biggest buy was Salesforce (CRM, shares +1%) and the biggest sale Unitedhealth (UNH, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $34.1B (Q4 2024)
- SEC Filing
- 0000728083-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 680 stocks · $34.1B
| BRK.A Berkshire Hathaway Inc. Class A | 29.58% | 14,801 | $10.1B | Add +0.8% |
| MSFT Microsoft Corp. | 5.50% | 4,431,634 | $1.9B | Reduce -1.0% |
| AAPL Apple Inc. | 4.80% | 6,533,184 | $1.6B | Reduce -2.1% |
| KKR KKR & Co. Inc. | 3.66% | 8,392,141 | $1.2B | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 3.03% | 5,403,304 | $1.0B | Reduce -0.3% |
| BN Brookfield Corp. | 2.85% | 16,907,751 | $973.0M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.55% | 1,906,454 | $868.7M | Reduce -2.0% |
| ORCL Oracle Corp. | 2.51% | 5,101,222 | $855.4M | Reduce -2.7% |
| AZO AutoZone Inc. | 2.43% | 258,324 | $829.5M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 2.26% | 1,522,998 | $770.6M | Reduce -2.2% |
| AVGO Broadcom Inc. | 1.58% | 2,309,118 | $540.3M | Reduce -1.0% |
| CRM Salesforce Inc. | 1.55% | 1,558,586 | $527.8M | Add +1.0% |
| AMAT Applied Materials Inc. | 1.37% | 2,863,881 | $467.4M | Add +9.7% |
| TMO Thermo Fisher Scientific Inc. | 1.36% | 891,321 | $464.0M | Add +0.6% |
| DHR Danaher Corp. | 1.28% | 1,904,106 | $437.9M | Reduce -1.2% |
| TTWO Take-Two Interactive Softwre | 1.23% | 2,250,602 | $417.7M | Add +5.4% |
| V Visa Inc. Class A | 1.17% | 1,253,658 | $399.5M | Add +0.5% |
| TPL Texas Pacific Land Corp. | 1.10% | 338,032 | $373.8M | Reduce 0.0% |
| GOOGL Alphabet Inc. Class A | 1.09% | 1,948,857 | $370.4M | Add +0.4% |
| LOW Lowe's Cos Inc. | 1.03% | 1,399,457 | $350.0M | Add +0.4% |
| HON Honeywell International Inc. | 0.93% | 1,386,365 | $316.1M | Add +0.6% |
| SPGI S&P Global Inc. | 0.93% | 629,877 | $315.9M | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.90% | 439,890 | $307.4M | Add +59.4% |
| AMZN Amazon.com Inc. | 0.83% | 1,283,109 | $281.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.77% | 487,817 | $262.8M | Add +1.0% |
| LIN Linde PLC | 0.76% | 607,856 | $258.2M | Add +0.2% |
| ACN Accenture PLC Class A | 0.69% | 673,420 | $236.9M | Reduce -4.3% |
| ORLY O'reilly Automotive Inc. | 0.67% | 189,993 | $229.4M | Reduce -2.4% |
| PM Philip Morris International | 0.67% | 1,872,284 | $228.7M | Add +2.0% |
| CPRT Copart Inc. | 0.66% | 3,901,983 | $223.9M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.65% | 1,647,027 | $221.8M | Add +26.6% |
| LVMHF LVMH Moet Hennessy Louis Vui | 0.60% | 310,192 | $204.1M | Add +4.7% |
| MCD McDonald's Corp. | 0.56% | 654,476 | $190.1M | Reduce -1.4% |
| LB Landbridge Co. LLC-A | 0.51% | 2,713,506 | $175.3M | Add +23.5% |
| ICE Intercontinental Exchange Inc. | 0.50% | 1,144,827 | $170.8M | Add +12.1% |
| AZPN Aspen Technology Inc. | 0.50% | 674,006 | $170.5M | Reduce -24.6% |
| AXP American Express Co. | 0.48% | 540,679 | $164.4M | Add +1.2% |
| ALLY Ally Financial Inc. | 0.45% | 4,226,639 | $153.8M | Add +4.8% |
| MAR Marriott International Class A | 0.45% | 550,141 | $153.5M | Reduce -0.7% |
| CMCSA Comcast Corp. Class A | 0.44% | 3,942,227 | $148.4M | Reduce -10.8% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 2,383,607 | $144.7M | Reduce -7.8% |
| KEYS Keysight Technologies Inc. | 0.42% | 897,299 | $144.1M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.40% | 1,893,661 | $135.8M | Reduce -9.7% |
| JNJ Johnson & Johnson | 0.37% | 858,038 | $125.4M | Reduce -5.4% |
| MTCH Match Group Inc. | 0.33% | 3,466,894 | $113.4M | Add +1.9% |
| ABBV Abbvie Inc. | 0.32% | 606,933 | $107.9M | Reduce -1.7% |
| CSW CSW Industrials Inc. | 0.31% | 296,670 | $104.8M | Reduce -19.6% |
| FTV Fortive Corp. | 0.31% | 1,391,075 | $104.3M | Add +1.4% |
| NSRGY Nestle SA-Spons ADR | 0.29% | 1,216,892 | $99.4M | Reduce -24.5% |
| SCI Service Corp. International | 0.29% | 1,217,354 | $97.3M | Reduce -3.4% |
| COF Capital One Financial Corp. | 0.28% | 541,922 | $96.6M | Add +2.9% |
| FMCX FM Focus Equity ETF | 0.28% | 3,041,497 | $94.4M | Add +0.1% |
| UNP Union Pacific Corp. | 0.26% | 381,074 | $88.3M | Add +174.5% |
| NICE Nice Ltd. - Spon ADR | 0.25% | 488,520 | $86.8M | Add +15.6% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 489,234 | $85.7M | Add +2.7% |
| MKL Markel Group Inc. | 0.25% | 49,041 | $84.7M | Reduce -46.5% |
| AIZ Assurant Inc. | 0.25% | 394,044 | $84.0M | Add +3.9% |
| BAM Brookfield Asset Mgmt-A | 0.20% | 1,238,866 | $67.6M | Reduce -4.0% |
| BALL Ball Corp. | 0.19% | 1,196,075 | $65.9M | Add +13.1% |
| BIP Brookfield Infrastructure Pa | 0.19% | 2,035,266 | $64.8M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.18% | 104,436 | $61.3M | Add +83.0% |
| COR Cencora Inc. | 0.18% | 265,783 | $59.7M | Add +12.7% |
| USB US Bancorp | 0.17% | 1,193,002 | $59.3M | Reduce -0.8% |
| VLTO Veralto Corp. | 0.17% | 533,703 | $58.1M | Reduce -1.4% |
| NKE Nike Inc. Class B | 0.16% | 692,551 | $56.2M | Reduce -10.8% |
| JPM JPMorgan Chase & Co. | 0.16% | 230,031 | $55.1M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.16% | 879,875 | $54.8M | Reduce -23.3% |
| MCO Moody's Corp. | 0.14% | 98,757 | $46.7M | Reduce -4.1% |
| VRT Vertiv Holdings Co. Class A | 0.14% | 396,259 | $46.5M | Add +58.5% |
| LLY Eli Lilly & Co. | 0.13% | 58,199 | $45.1M | Reduce -2.1% |
| CNQ Canadian Natural Resources | 0.13% | 1,419,735 | $44.4M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.13% | 252,805 | $43.5M | Add +0.9% |
| AMT American Tower Corp. | 0.12% | 210,268 | $41.9M | Add +9.1% |
| INGR Ingredion Inc. | 0.12% | 297,636 | $41.1M | Reduce -2.0% |
| IQV Iqvia Holdings Inc. | 0.12% | 205,551 | $40.4M | Add +7.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.12% | 158,740 | $39.2M | Reduce -7.2% |
| ENB Enbridge Inc. | 0.11% | 898,079 | $38.1M | Reduce -7.5% |
| CB Chubb Ltd. | 0.11% | 125,364 | $37.6M | Add +3.5% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 191,174 | $36.8M | Add +26.6% |
| SCHW Schwab (charles) Corp. | 0.10% | 461,797 | $34.2M | Add +1.4% |
| DEO Diageo PLC-Sponsored ADR | 0.09% | 242,167 | $32.3M | Reduce -12.8% |
| SBUX Starbucks Corp. | 0.09% | 335,279 | $31.7M | Add +0.5% |
| CHTR Charter Communications Inc. Class A | 0.09% | 91,829 | $31.5M | Reduce -12.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 268,316 | $31.1M | Reduce -11.9% |
| BA The Boeing Co. | 0.09% | 172,060 | $30.5M | Add +202.9% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 149,253 | $29.2M | Add +0.1% |
| SNA Snap-on Inc. | 0.09% | 85,681 | $29.1M | Reduce -1.8% |
| INTC Intel Corp. | 0.09% | 1,447,563 | $29.0M | Add +2852.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 109,411 | $28.9M | Add +0.6% |
| WFC Wells Fargo & Co. | 0.08% | 381,335 | $27.5M | Reduce -5.4% |
| GGG Graco Inc. | 0.08% | 323,709 | $27.3M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.08% | 101,750 | $26.5M | Reduce -9.8% |
| SYK Stryker Corp. | 0.07% | 68,264 | $24.6M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 110,426 | $24.3M | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.07% | 92,057 | $23.4M | No change |
| VYM Vanguard High DVD Yield ETF | 0.07% | 181,982 | $23.2M | Add +0.0% |
| DEI Douglas Emmett Inc. | 0.06% | 1,157,256 | $21.7M | Reduce -2.6% |
| XOM Exxon Mobil Corp. | 0.06% | 200,022 | $21.5M | Add +0.7% |
| SOXX iShares Semiconductor ETF | 0.06% | 99,786 | $21.5M | Add +9.3% |
| GTES Gates Industrial Corp. UK Ltd. | 0.06% | 1,043,783 | $21.5M | Reduce -0.9% |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 2.26% | −0.44 |
| DHR Danaher Corp. | Reduce -1.2% | 1.28% | −0.31 |
| MSFT Microsoft Corp. | Reduce -1.0% | 5.50% | −0.22 |
| NSRGY Nestle SA-Spons ADR | Reduce -24.5% | 0.29% | −0.19 |
| MKL Markel Group Inc. | Reduce -46.5% | 0.25% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.8% | 0.42% | −0.14 |
| ORCL Oracle Corp. | Reduce -2.7% | 2.51% | −0.14 |
| AZPN Aspen Technology Inc. | Reduce -24.6% | 0.50% | −0.13 |
| NEE Nextera Energy Inc. | Reduce -9.7% | 0.40% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -10.8% | 0.44% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 2.55% | −0.11 |
| CSW CSW Industrials Inc. | Reduce -19.6% | 0.31% | −0.09 |
| KO The Coca-Cola Co. | Reduce -23.3% | 0.16% | −0.09 |
| JNJ Johnson & Johnson | Reduce -5.4% | 0.37% | −0.07 |
| MIR Mirion Technologies Inc. | Reduce -93.0% | 0.01% | −0.05 |
| CAL Caleres Inc. | Reduce -39.1% | 0.03% | −0.05 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.93% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.7% | 0.32% | −0.05 |
| ACN Accenture PLC Class A | Reduce -4.3% | 0.69% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.4% | 0.56% | −0.04 |
| NKE Nike Inc. Class B | Reduce -10.8% | 0.16% | −0.04 |
| AMGN Amgen Inc. | Reduce -9.8% | 0.08% | −0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -14.0% | 0.05% | −0.03 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.03 |
| BIP Brookfield Infrastructure Pa | Reduce -2.3% | 0.19% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.13% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Reduce -12.8% | 0.09% | −0.02 |
| PPLI People Inc. | Reduce -7.6% | 0.05% | −0.02 |
| GRBK Green Brick Partners Inc. | Reduce -3.0% | 0.03% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -3.4% | 0.42% | −0.02 |
| CNQ Canadian Natural Resources | Reduce -1.9% | 0.13% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -8.0% | 0.06% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -1.7% | 0.06% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -3.9% | 0.03% | −0.01 |
| BEP Brookfield Renewable Partner | Reduce -4.0% | 0.03% | −0.01 |
| SCI Service Corp. International | Reduce -3.4% | 0.29% | −0.01 |
| VLTO Veralto Corp. | Reduce -1.4% | 0.17% | −0.01 |
| CLVT Clarivate PLC | Reduce -1.0% | 0.02% | −0.01 |
| MSEX Middlesex Water Co. | Reduce -4.5% | 0.03% | −0.01 |
| UPS United Parcel Service Class B | Reduce -12.0% | 0.03% | −0.01 |
| CHTR Charter Communications Inc. Class A | Reduce -12.0% | 0.09% | −0.01 |
| MCO Moody's Corp. | Reduce -4.1% | 0.14% | −0.01 |
| QGEN Qiagen NV | Sold out | 0.00% | −0.01 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −0.01 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -9.4% | 0.03% | −0.01 |
| DVN Devon Energy Corp. | Reduce -52.4% | 0.00% | −0.01 |
| CMC Commercial Metals Co. | Reduce -3.8% | 0.04% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -26.2% | 0.01% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CRM Salesforce Inc. | Add +1.0% | 1.55% | +0.29 |
| LB Landbridge Co. LLC-A | Add +23.5% | 0.51% | +0.26 |
| TTWO Take-Two Interactive Softwre | Add +5.4% | 1.23% | +0.25 |
| ASML ASML Holding NV-NY Reg SHS | Add +59.4% | 0.90% | +0.22 |
| NVDA Nvidia Corp. | Add +26.6% | 0.65% | +0.18 |
| UNP Union Pacific Corp. | Add +174.5% | 0.26% | +0.16 |
| V Visa Inc. Class A | Add +0.5% | 1.17% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 1.09% | +0.13 |
| META Meta Platforms Inc. Class A | Add +83.0% | 0.18% | +0.08 |
| HON Honeywell International Inc. | Add +0.6% | 0.93% | +0.08 |
| INTC Intel Corp. | Add +2852.3% | 0.09% | +0.08 |
| BA The Boeing Co. | Add +202.9% | 0.09% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +58.5% | 0.14% | +0.06 |
| KNSL Kinsale Capital Group Inc. | New | 0.05% | +0.05 |
| AXP American Express Co. | Add +1.2% | 0.48% | +0.05 |
| COF Capital One Financial Corp. | Add +2.9% | 0.28% | +0.05 |
| NICE Nice Ltd. - Spon ADR | Add +15.6% | 0.25% | +0.04 |
| TMC TMC the Metals Co. Inc. | Add +115.2% | 0.06% | +0.03 |
| BL Blackline Inc. | New | 0.03% | +0.03 |
| ALLY Ally Financial Inc. | Add +4.8% | 0.45% | +0.03 |
| GE General Electric | Add +26.6% | 0.11% | +0.02 |
| AIZ Assurant Inc. | Add +3.9% | 0.25% | +0.02 |
| IONQ Ionq Inc. | New | 0.02% | +0.02 |
| COR Cencora Inc. | Add +12.7% | 0.18% | +0.02 |
| PGR Progressive Corp. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +24.7% | 0.05% | +0.02 |
| FMCE FM Compounders Equity ETF | New | 0.02% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +12.1% | 0.50% | +0.01 |
| KD Kyndryl Holdings Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1.4% | 0.10% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 0.77% | +0.01 |
| WTM White Mountains Insurance GP | New | 0.01% | +0.01 |
| UL Unilever PLC | Add +217.7% | 0.01% | +0.01 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +1795.7% | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +50.0% | 0.02% | +0.01 |
| MTB M & T Bank Corp. | Add +295.2% | 0.01% | +0.01 |
| TDW Tidewater Inc. | New | 0.01% | +0.01 |
| IYW iShares Ustechnology ETF | New | 0.01% | +0.01 |
| NVGS Navigator Holdings Ltd. | Add +25.1% | 0.05% | +0.01 |
| FWONK Liberty Media Corp. Class C | Add +341.6% | 0.01% | +0.01 |
| PSX Phillips 66 | Add +70.3% | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +17.7% | 0.04% | +0.01 |
| CB Chubb Ltd. | Add +3.5% | 0.11% | +0.01 |
| CACC Credit Acceptance Corp. | Add +753.1% | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +2.8% | 0.04% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +66.2% | 0.01% | +0.00 |
| XLI SS Industrial Select Sector | New | 0.00% | +0.00 |
| PM Philip Morris International | Add +2.0% | 0.67% | +0.00 |
| KLAC KLA Corp. | Add +165.5% | 0.01% | +0.00 |
| SYY Sysco Corp. | Add +77.5% | 0.01% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 7,260 | $9.3Mbefore exit |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | Sold out | 19,726 | $58Kbefore exit |
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 |