First Manhattan Co. Llc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), First Manhattan Co. Llc. reported 677 stock positions worth $34.3 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 33.2% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Apple (AAPL, 4.1%). Compared with Q4 2024, it opened 37 new positions, sold out of 40, added to 168 and reduced 303. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +61%) and the biggest sale KKR (KKR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $34.3B (Q1 2025)
- SEC Filing
- 0001750312-25-000007 ↗ filed May 15, 2025
Holdings Value
Holdings 677 stocks · $34.3B
| BRK.A Berkshire Hathaway Inc. Class A | 33.21% | 14,253 | $11.4B | Reduce -3.7% |
| MSFT Microsoft Corp. | 4.90% | 4,477,461 | $1.7B | Add +1.0% |
| AAPL Apple Inc. | 4.08% | 6,291,537 | $1.4B | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.00% | 1,932,962 | $1.0B | Add +1.4% |
| AZO AutoZone Inc. | 2.85% | 256,411 | $977.6M | Reduce -0.7% |
| KKR KKR & Co. Inc. | 2.81% | 8,342,388 | $964.5M | Reduce -0.6% |
| BN Brookfield Corp. | 2.56% | 16,732,379 | $875.7M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 2.44% | 5,362,521 | $837.8M | Reduce -0.8% |
| ORCL Oracle Corp. | 2.00% | 4,908,228 | $686.2M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 1.75% | 1,145,481 | $599.9M | Reduce -24.8% |
| TTWO Take-Two Interactive Softwre | 1.45% | 2,397,679 | $496.9M | Add +6.5% |
| TMO Thermo Fisher Scientific Inc. | 1.38% | 948,563 | $472.4M | Add +6.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.37% | 708,062 | $469.2M | Add +61.0% |
| V Visa Inc. Class A | 1.33% | 1,299,273 | $455.3M | Add +3.6% |
| AMAT Applied Materials Inc. | 1.31% | 3,088,624 | $448.2M | Add +7.8% |
| TPL Texas Pacific Land Corp. | 1.31% | 337,922 | $447.7M | Reduce -0.0% |
| CRM Salesforce Inc. | 1.21% | 1,541,014 | $413.5M | Reduce -1.1% |
| DHR Danaher Corp. | 1.16% | 1,933,460 | $396.9M | Add +1.5% |
| AVGO Broadcom Inc. | 1.12% | 2,290,528 | $383.5M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.96% | 1,407,893 | $328.4M | Add +0.6% |
| HON Honeywell International Inc. | 0.93% | 1,512,388 | $320.2M | Add +9.1% |
| SPGI S&P Global Inc. | 0.90% | 608,082 | $309.0M | Reduce -3.5% |
| LIN Linde PLC | 0.89% | 651,875 | $303.5M | Add +7.2% |
| GOOGL Alphabet Inc. Class A | 0.87% | 1,931,548 | $298.7M | Reduce -0.9% |
| PM Philip Morris International | 0.87% | 1,867,724 | $298.6M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.74% | 1,340,008 | $254.9M | Add +4.4% |
| ORLY O'reilly Automotive Inc. | 0.73% | 175,342 | $251.2M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 0.69% | 459,989 | $236.4M | Reduce -5.7% |
| CPRT Copart Inc. | 0.65% | 3,912,346 | $221.4M | Add +0.3% |
| LVMHF LVMH Moet Hennessy Louis Vui filed as LOUIS VUITTON MOET HENNESSY ORD | 0.59% | 328,422 | $202.9M | Add +5.9% |
| LB Landbridge Co. LLC-A | 0.59% | 2,798,207 | $201.3M | Add +3.1% |
| NVDA Nvidia Corp. | 0.58% | 1,834,459 | $198.8M | Add +11.4% |
| ICE Intercontinental Exchange Inc. | 0.58% | 1,151,974 | $198.7M | Add +0.6% |
| ACN Accenture PLC Class A | 0.57% | 627,944 | $195.9M | Reduce -6.8% |
| MCD McDonald's Corp. | 0.57% | 620,737 | $193.9M | Reduce -5.2% |
| MDLZ Mondelez International Inc. Class A | 0.48% | 2,396,937 | $163.8M | Add +0.6% |
| ALLY Ally Financial Inc. | 0.45% | 4,258,760 | $155.3M | Add +0.8% |
| AXP American Express Co. | 0.41% | 518,837 | $139.6M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.38% | 788,791 | $130.8M | Reduce -8.1% |
| MAR Marriott International Class A | 0.38% | 549,089 | $130.8M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.38% | 618,259 | $129.5M | Add +1.9% |
| CMCSA Comcast Corp. Class A | 0.38% | 3,504,503 | $129.3M | Reduce -11.1% |
| UNP Union Pacific Corp. | 0.34% | 498,430 | $117.7M | Add +30.8% |
| MTCH Match Group Inc. | 0.32% | 3,473,359 | $108.4M | Add +0.2% |
| FTV Fortive Corp. | 0.29% | 1,368,940 | $100.2M | Reduce -1.6% |
| KNSL Kinsale Capital Group Inc. | 0.29% | 201,272 | $98.0M | Add +401.4% |
| SCI Service Corp. International | 0.28% | 1,205,881 | $96.7M | Reduce -0.9% |
| COF Capital One Financial Corp. | 0.27% | 518,723 | $93.0M | Reduce -4.3% |
| FMCX FM Focus Equity ETF | 0.27% | 3,054,180 | $90.9M | Add +0.4% |
| NSRGY Nestle SA-Spons ADR | 0.26% | 892,482 | $90.3M | Reduce -26.7% |
| NICE Nice Ltd. - Spon ADR | 0.26% | 582,559 | $89.8M | Add +19.3% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 502,611 | $87.1M | Add +2.7% |
| BALL Ball Corp. | 0.25% | 1,653,305 | $86.1M | Add +38.2% |
| KEYS Keysight Technologies Inc. | 0.25% | 570,648 | $85.5M | Reduce -36.4% |
| CSW CSW Industrials Inc. | 0.24% | 286,055 | $83.4M | Reduce -3.6% |
| AIZ Assurant Inc. | 0.23% | 380,784 | $79.9M | Reduce -3.4% |
| COR Cencora Inc. | 0.22% | 276,478 | $76.9M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 0.22% | 302,296 | $74.2M | Add +31.4% |
| META Meta Platforms Inc. Class A | 0.20% | 121,343 | $69.9M | Add +16.2% |
| GEV GE Vernova Inc. | 0.20% | 228,283 | $69.7M | Add +573.9% |
| KO The Coca-Cola Co. | 0.20% | 951,457 | $68.6M | Add +8.1% |
| VRT Vertiv Holdings Co. Class A | 0.19% | 918,021 | $66.3M | Add +131.7% |
| BAM Brookfield Asset Mgmt-A | 0.17% | 1,211,977 | $58.7M | Reduce -2.2% |
| BIP Brookfield Infrastructure Pa | 0.17% | 1,935,136 | $57.7M | Reduce -4.9% |
| NKE Nike Inc. Class B | 0.16% | 849,446 | $54.2M | Add +22.6% |
| USB US Bancorp | 0.14% | 1,162,207 | $49.6M | Reduce -2.6% |
| VLTO Veralto Corp. | 0.14% | 507,463 | $49.5M | Reduce -4.9% |
| AMT American Tower Corp. | 0.14% | 219,514 | $47.8M | Add +4.4% |
| MKL Markel Group Inc. | 0.14% | 25,369 | $47.4M | Reduce -48.3% |
| CB Chubb Ltd. | 0.14% | 155,359 | $47.0M | Add +23.9% |
| LLY Eli Lilly & Co. | 0.13% | 55,817 | $46.1M | Reduce -4.1% |
| MCO Moody's Corp. | 0.13% | 95,177 | $44.3M | Reduce -3.6% |
| SBUX Starbucks Corp. | 0.13% | 446,294 | $43.8M | Add +33.1% |
| CNQ Canadian Natural Resources | 0.13% | 1,395,152 | $43.5M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.12% | 245,867 | $41.9M | Reduce -2.7% |
| IQV Iqvia Holdings Inc. | 0.12% | 233,412 | $41.2M | Add +13.6% |
| INGR Ingredion Inc. | 0.12% | 295,556 | $40.0M | Reduce -0.7% |
| BL Blackline Inc. | 0.12% | 815,975 | $39.5M | Add +408.7% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 186,580 | $37.4M | Reduce -2.4% |
| ENB Enbridge Inc. | 0.11% | 842,067 | $37.3M | Reduce -6.2% |
| SCHW Schwab (charles) Corp. | 0.11% | 461,397 | $36.1M | Reduce -0.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.10% | 151,915 | $34.6M | Reduce -4.3% |
| TMC TMC the Metals Co. Inc. | 0.09% | 18,587,785 | $32.0M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.09% | 98,336 | $30.6M | Reduce -3.4% |
| CHTR Charter Communications Inc. Class A | 0.09% | 82,115 | $30.3M | Reduce -10.6% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 149,269 | $29.0M | Add +0.0% |
| CNC Centene Corp. | 0.08% | 474,879 | $28.8M | New |
| DEO Diageo PLC-Sponsored ADR | 0.08% | 270,800 | $28.8M | Add +11.8% |
| SNA Snap-on Inc. | 0.08% | 85,386 | $28.8M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 110,126 | $28.5M | Add +0.7% |
| BA The Boeing Co. | 0.08% | 165,876 | $28.3M | Reduce -3.6% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.08% | 437,077 | $26.9M | Add +23.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 107,462 | $26.7M | Reduce -2.7% |
| GGG Graco Inc. | 0.08% | 318,731 | $26.6M | Reduce -1.5% |
| WFC Wells Fargo & Co. | 0.08% | 362,594 | $26.0M | Reduce -4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 255,660 | $25.2M | Reduce -4.7% |
| SYK Stryker Corp. | 0.07% | 67,268 | $25.1M | Reduce -1.5% |
| VHT Vanguard Health Care ETF | 0.07% | 92,057 | $24.4M | No change |
| VYM Vanguard High DVD Yield ETF | 0.07% | 181,937 | $23.5M | Reduce -0.0% |
| AWK American Water Works Co. Inc. | 0.07% | 158,592 | $23.4M | Reduce -7.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $9.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 7,685 | $9.2M | New |
Total filed on the 13F, all lines: $34.3B.
Portfolio Sells Q4 2024 → Q1 2025
| KKR KKR & Co. Inc. | Reduce -0.6% | 2.81% | −0.85 |
| AAPL Apple Inc. | Reduce -3.7% | 4.08% | −0.73 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 2.44% | −0.58 |
| UNH Unitedhealth Group Inc. | Reduce -24.8% | 1.75% | −0.51 |
| ORCL Oracle Corp. | Reduce -3.8% | 2.00% | −0.51 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.50 |
| AVGO Broadcom Inc. | Reduce -0.8% | 1.12% | −0.47 |
| CRM Salesforce Inc. | Reduce -1.1% | 1.21% | −0.34 |
| NEE Nextera Energy Inc. | Reduce -82.6% | 0.07% | −0.33 |
| BN Brookfield Corp. | Reduce -1.0% | 2.56% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.87% | −0.21 |
| KEYS Keysight Technologies Inc. | Reduce -36.4% | 0.25% | −0.17 |
| ACN Accenture PLC Class A | Reduce -6.8% | 0.57% | −0.12 |
| MKL Markel Group Inc. | Reduce -48.3% | 0.14% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -5.7% | 0.69% | −0.08 |
| AXP American Express Co. | Reduce -4.0% | 0.41% | −0.07 |
| MAR Marriott International Class A | Reduce -0.2% | 0.38% | −0.07 |
| CSW CSW Industrials Inc. | Reduce -3.6% | 0.24% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -11.1% | 0.38% | −0.06 |
| USB US Bancorp | Reduce -2.6% | 0.14% | −0.03 |
| NSRGY Nestle SA-Spons ADR | Reduce -26.7% | 0.26% | −0.03 |
| BAM Brookfield Asset Mgmt-A | Reduce -2.2% | 0.17% | −0.03 |
| VLTO Veralto Corp. | Reduce -4.9% | 0.14% | −0.03 |
| SPGI S&P Global Inc. | Reduce -3.5% | 0.90% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -89.7% | 0.00% | −0.02 |
| BIP Brookfield Infrastructure Pa | Reduce -4.9% | 0.17% | −0.02 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.02 |
| INTC Intel Corp. | Reduce -30.1% | 0.07% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.7% | 0.07% | −0.02 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -18.1% | 0.05% | −0.02 |
| JEF Jefferies Financial Group Inc. | Reduce -0.2% | 0.03% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -4.3% | 0.10% | −0.01 |
| FTV Fortive Corp. | Reduce -1.6% | 0.29% | −0.01 |
| AIZ Assurant Inc. | Reduce -3.4% | 0.23% | −0.01 |
| TAC Transalta Corp. | Reduce -0.9% | 0.02% | −0.01 |
| COF Capital One Financial Corp. | Reduce -4.3% | 0.27% | −0.01 |
| CIEN Ciena Corp. | Reduce -28.8% | 0.01% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.05% | −0.01 |
| UPS United Parcel Service Class B | Reduce -18.6% | 0.02% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -33.1% | 0.01% | −0.01 |
| AMAL Amalgamated Financial Corp. | Reduce -6.2% | 0.04% | −0.01 |
| MCO Moody's Corp. | Reduce -3.6% | 0.13% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -45.1% | 0.01% | −0.01 |
| NVGS Navigator Holdings Ltd. | Reduce -2.3% | 0.04% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.04% | −0.01 |
| BA The Boeing Co. | Reduce -3.6% | 0.08% | −0.01 |
| DMAC Diamedica Therapeutics Inc. | Reduce -27.7% | 0.01% | −0.01 |
| MTX Minerals Technologies Inc. | Reduce -0.6% | 0.03% | −0.01 |
| SRE Sempra | Reduce -1.8% | 0.02% | −0.01 |
| UL Unilever PLC | Reduce -6.2% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ASML ASML Holding NV-NY Reg SHS | Add +61.0% | 1.37% | +0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 3.00% | +0.46 |
| KNSL Kinsale Capital Group Inc. | Add +401.4% | 0.29% | +0.23 |
| TTWO Take-Two Interactive Softwre | Add +6.5% | 1.45% | +0.22 |
| GEV GE Vernova Inc. | Add +573.9% | 0.20% | +0.17 |
| V Visa Inc. Class A | Add +3.6% | 1.33% | +0.16 |
| LIN Linde PLC | Add +7.2% | 0.89% | +0.13 |
| UNP Union Pacific Corp. | Add +30.8% | 0.34% | +0.08 |
| CNC Centene Corp. | New | 0.08% | +0.08 |
| BL Blackline Inc. | Add +408.7% | 0.12% | +0.08 |
| ICE Intercontinental Exchange Inc. | Add +0.6% | 0.58% | +0.08 |
| LB Landbridge Co. LLC-A | Add +3.1% | 0.59% | +0.07 |
| ABBV Abbvie Inc. | Add +1.9% | 0.38% | +0.06 |
| BALL Ball Corp. | Add +38.2% | 0.25% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +131.7% | 0.19% | +0.06 |
| UBER Uber Technologies Inc. | Add +3342.3% | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +31.4% | 0.22% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +0.6% | 0.48% | +0.05 |
| ARIS WATER SOLUTIONS INC-A | New | 0.05% | +0.05 |
| COR Cencora Inc. | Add +4.0% | 0.22% | +0.05 |
| MS Morgan Stanley | Add +277.8% | 0.06% | +0.05 |
| EPD Enterprise Products Partners | New | 0.04% | +0.04 |
| KO The Coca-Cola Co. | Add +8.1% | 0.20% | +0.04 |
| BX Blackstone Inc. | Add +301.7% | 0.06% | +0.04 |
| SBUX Starbucks Corp. | Add +33.1% | 0.13% | +0.03 |
| CCK Crown Holdings Inc. | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +766.2% | 0.04% | +0.03 |
| CB Chubb Ltd. | Add +23.9% | 0.14% | +0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +23.3% | 0.08% | +0.03 |
| META Meta Platforms Inc. Class A | Add +16.2% | 0.20% | +0.02 |
| TMHC Taylor Morrison Home Corp. | New | 0.02% | +0.02 |
| TGT Target Corp. | Add +2885.2% | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +6.4% | 1.38% | +0.02 |
| AMT American Tower Corp. | Add +4.4% | 0.14% | +0.02 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +169.4% | 0.03% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +212.8% | 0.02% | +0.01 |
| PEP Pepsico Inc. | Add +27.0% | 0.06% | +0.01 |
| GPGI Gpgi Inc. | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +73.0% | 0.02% | +0.01 |
| BXP BXP Inc. | Add +42.9% | 0.04% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | New | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +9.1% | 0.93% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Add +19.3% | 0.26% | +0.01 |
| EFSC Enterprise Financial Service | New | 0.01% | +0.01 |
| BAH Booz Allen Hamilton Holdings | New | 0.01% | +0.01 |
| HCA HCA Healthcare Inc. | Add +32.4% | 0.02% | +0.01 |
| TMUS T-Mobile US Inc. | Add +9.8% | 0.02% | +0.01 |
| GLD SPDR Gold Shares | Add +1.6% | 0.03% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +9.2% | 0.03% | +0.00 |
| ADT Adt Inc. | Add +0.1% | 0.03% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 7,685 | $9.2M |
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 |