First Manhattan Co. Llc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), First Manhattan Co. Llc. reported 696 stock positions worth $35.4 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 29.5% of the portfolio, followed by Microsoft (MSFT, 6.2%) and KKR (KKR, 3.3%). Compared with Q1 2025, it opened 45 new positions, sold out of 26, added to 189 and reduced 301. The biggest buy was Ansys (ANSS, shares +20910%) and the biggest sale Apple (AAPL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $35.4B (Q2 2025)
- SEC Filing
- 0000728083-25-000010 ↗ filed Aug 14, 2025
Holdings Value
Holdings 696 stocks · $35.4B
| BRK.A Berkshire Hathaway Inc. Class A | 29.51% | 14,337 | $10.4B | Add +0.6% |
| MSFT Microsoft Corp. | 6.23% | 4,432,090 | $2.2B | Reduce -1.0% |
| KKR KKR & Co. Inc. | 3.28% | 8,720,211 | $1.2B | Add +4.5% |
| AAPL Apple Inc. | 3.19% | 5,512,294 | $1.1B | Reduce -12.4% |
| BN Brookfield Corp. | 2.87% | 16,456,627 | $1.0B | Reduce -1.6% |
| ORCL Oracle Corp. | 2.76% | 4,471,665 | $977.6M | Reduce -8.9% |
| AZO AutoZone Inc. | 2.69% | 256,360 | $951.7M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.58% | 1,883,307 | $914.9M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 2.27% | 4,539,075 | $805.2M | Reduce -15.4% |
| AVGO Broadcom Inc. | 1.76% | 2,262,891 | $623.8M | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.61% | 710,045 | $569.0M | Add +0.3% |
| AMAT Applied Materials Inc. | 1.45% | 2,808,455 | $514.1M | Reduce -9.1% |
| CRM Salesforce Inc. | 1.45% | 1,877,476 | $512.7M | Add +21.8% |
| TTWO Take-Two Interactive Softwre | 1.37% | 2,004,053 | $486.7M | Reduce -16.4% |
| V Visa Inc. Class A | 1.30% | 1,297,120 | $460.5M | Reduce -0.2% |
| DHR Danaher Corp. | 1.24% | 2,222,369 | $439.7M | Add +14.9% |
| UNH Unitedhealth Group Inc. | 1.23% | 1,390,594 | $433.8M | Add +21.4% |
| AMZN Amazon.com Inc. | 1.15% | 1,849,419 | $405.7M | Add +38.0% |
| TMO Thermo Fisher Scientific Inc. | 1.10% | 956,704 | $388.3M | Add +0.9% |
| TPL Texas Pacific Land Corp. | 1.01% | 337,681 | $356.7M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.98% | 1,489,612 | $346.9M | Reduce -1.5% |
| PM Philip Morris International | 0.95% | 1,844,373 | $338.0M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 0.93% | 1,491,331 | $330.9M | Add +5.9% |
| LIN Linde PLC | 0.90% | 675,871 | $317.1M | Add +3.7% |
| NVDA Nvidia Corp. | 0.88% | 1,966,356 | $310.7M | Add +7.2% |
| SPGI S&P Global Inc. | 0.86% | 578,808 | $305.2M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.84% | 1,681,371 | $296.3M | Reduce -12.9% |
| VOO Vanguard S&P 500 ETF | 0.78% | 484,180 | $275.9M | Add +5.3% |
| ANSS Ansys Inc. | 0.63% | 639,344 | $224.6M | Add +20910.3% |
| ORLY O'reilly Automotive Inc. | 0.59% | 2,334,528 | $210.4M | Reduce -11.2% |
| LB Landbridge Co. LLC-A | 0.59% | 3,112,567 | $210.3M | Add +11.2% |
| ICE Intercontinental Exchange Inc. | 0.58% | 1,122,490 | $205.9M | Reduce -2.6% |
| CPRT Copart Inc. | 0.54% | 3,898,319 | $191.3M | Reduce -0.4% |
| ALLY Ally Financial Inc. | 0.51% | 4,656,498 | $181.4M | Add +9.3% |
| MCD McDonald's Corp. | 0.51% | 618,087 | $180.6M | Reduce -0.4% |
| LVMHF LVMH Moet Hennessy Louis Vui | 0.48% | 323,484 | $168.9M | Reduce -1.5% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 2,342,066 | $159.0M | Reduce -2.3% |
| AXP American Express Co. | 0.45% | 498,437 | $159.0M | Reduce -3.9% |
| MAR Marriott International Class A | 0.42% | 544,322 | $148.7M | Reduce -0.9% |
| GEV GE Vernova Inc. | 0.41% | 272,598 | $144.2M | Add +19.4% |
| ACN Accenture PLC Class A | 0.41% | 482,508 | $144.2M | Reduce -23.2% |
| UNP Union Pacific Corp. | 0.37% | 576,747 | $132.7M | Add +15.7% |
| AMRZ Amrize Ltd. | 0.33% | 2,364,164 | $117.1M | New |
| ABBV Abbvie Inc. | 0.32% | 609,692 | $113.2M | Reduce -1.4% |
| COF Capital One Financial Corp. | 0.31% | 519,289 | $110.5M | Add +0.1% |
| JNJ Johnson & Johnson | 0.31% | 720,774 | $110.1M | Reduce -8.6% |
| META Meta Platforms Inc. Class A | 0.30% | 143,908 | $106.2M | Add +18.6% |
| MTCH Match Group Inc. | 0.30% | 3,435,128 | $106.1M | Reduce -1.1% |
| NICE Nice Ltd. - Spon ADR | 0.30% | 623,385 | $105.3M | Add +7.0% |
| TMC TMC the Metals Co. Inc. | 0.30% | 15,911,899 | $105.0M | Reduce -14.4% |
| CMCSA Comcast Corp. Class A | 0.29% | 2,903,151 | $103.6M | Reduce -17.2% |
| BL Blackline Inc. | 0.29% | 1,827,918 | $103.5M | Add +124.0% |
| FMCX FM Focus Equity ETF | 0.28% | 3,035,319 | $99.8M | Reduce -0.6% |
| SCI Service Corp. International | 0.28% | 1,215,099 | $98.9M | Add +0.8% |
| KNSL Kinsale Capital Group Inc. | 0.27% | 201,133 | $97.3M | Reduce -0.1% |
| BALL Ball Corp. | 0.27% | 1,705,428 | $95.7M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 501,600 | $91.2M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 683,909 | $87.8M | Reduce -25.5% |
| JPM JPMorgan Chase & Co. | 0.24% | 293,530 | $85.1M | Reduce -2.9% |
| COR Cencora Inc. | 0.23% | 276,105 | $82.8M | Reduce -0.1% |
| CSW CSW Industrials Inc. | 0.23% | 280,688 | $80.5M | Reduce -1.9% |
| KEYS Keysight Technologies Inc. | 0.22% | 481,722 | $78.9M | Reduce -15.6% |
| NSRGY Nestle SA-Spons ADR | 0.22% | 774,686 | $76.9M | Reduce -13.2% |
| AIZ Assurant Inc. | 0.22% | 385,581 | $76.1M | Add +1.3% |
| KO The Coca-Cola Co. | 0.19% | 963,830 | $68.7M | Add +1.3% |
| BIP Brookfield Infrastructure Pa | 0.18% | 1,920,635 | $64.3M | Reduce -0.8% |
| BAM Brookfield Asset Mgmt-A | 0.18% | 1,162,323 | $64.2M | Reduce -4.1% |
| POOL Pool Corp. | 0.18% | 215,261 | $62.7M | New |
| INTC Intel Corp. | 0.17% | 2,719,324 | $60.9M | Add +168.7% |
| VLTO Veralto Corp. | 0.15% | 514,843 | $52.0M | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 200,192 | $51.5M | Add +7.3% |
| AMT American Tower Corp. | 0.14% | 220,868 | $49.2M | Add +0.6% |
| MCO Moody's Corp. | 0.13% | 93,381 | $46.8M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.13% | 59,254 | $46.2M | Add +6.2% |
| CB Chubb Ltd. | 0.13% | 157,302 | $45.7M | Add +1.3% |
| CNQ Canadian Natural Resources | 0.13% | 1,404,410 | $44.7M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 0.12% | 459,985 | $42.0M | Reduce -0.3% |
| INGR Ingredion Inc. | 0.11% | 293,432 | $39.8M | Reduce -0.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 149,363 | $39.8M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.11% | 248,955 | $39.7M | Add +1.3% |
| IQV Iqvia Holdings Inc. | 0.11% | 244,892 | $38.6M | Add +4.9% |
| SBUX Starbucks Corp. | 0.11% | 412,015 | $37.8M | Reduce -7.7% |
| HSIC Henry Schein Inc. | 0.10% | 507,917 | $37.1M | New |
| ENB Enbridge Inc. | 0.10% | 799,754 | $36.2M | Reduce -5.0% |
| NKE Nike Inc. Class B | 0.10% | 476,489 | $34.0M | Reduce -43.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 116,754 | $32.8M | Add +6.0% |
| CHTR Charter Communications Inc. Class A | 0.09% | 77,503 | $31.7M | Reduce -5.6% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 149,244 | $30.7M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 103,898 | $30.6M | Reduce -3.3% |
| UBER Uber Technologies Inc. | 0.09% | 324,858 | $30.3M | Add +20.0% |
| MS Morgan Stanley | 0.08% | 206,573 | $29.1M | Add +11.3% |
| MKL Markel Group Inc. | 0.08% | 14,459 | $28.9M | Reduce -43.0% |
| WFC Wells Fargo & Co. | 0.08% | 357,662 | $28.7M | Reduce -1.4% |
| DEO Diageo PLC-Sponsored ADR | 0.08% | 278,611 | $28.1M | Add +2.9% |
| BA The Boeing Co. | 0.08% | 133,034 | $27.9M | Reduce -19.8% |
| GGG Graco Inc. | 0.08% | 317,876 | $27.3M | Reduce -0.3% |
| AMGN Amgen Inc. | 0.08% | 96,400 | $26.9M | Reduce -2.0% |
| SNA Snap-on Inc. | 0.07% | 85,386 | $26.6M | No change |
| SYK Stryker Corp. | 0.07% | 66,970 | $26.6M | Reduce -0.4% |
| CNC Centene Corp. | 0.07% | 468,714 | $25.4M | Reduce -1.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $9.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 7,395 | $8.7M | Reduce -3.8% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 8,445 | $574K | New |
Total filed on the 13F, all lines: $35.4B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -12.4% | 3.19% | −0.88 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 2.58% | −0.42 |
| TPL Texas Pacific Land Corp. | Reduce -0.1% | 1.01% | −0.30 |
| FTV Fortive Corp. | Reduce -78.4% | 0.04% | −0.25 |
| GOOG Alphabet Inc. Class C | Reduce -15.4% | 2.27% | −0.17 |
| AZO AutoZone Inc. | Reduce -0.0% | 2.69% | −0.17 |
| ACN Accenture PLC Class A | Reduce -23.2% | 0.41% | −0.16 |
| ORLY O'reilly Automotive Inc. | Reduce -11.2% | 0.59% | −0.14 |
| LVMHF LVMH Moet Hennessy Louis Vui | Reduce -1.5% | 0.48% | −0.12 |
| CPRT Copart Inc. | Reduce -0.4% | 0.54% | −0.11 |
| USB US Bancorp | Reduce -63.0% | 0.06% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -17.2% | 0.29% | −0.08 |
| TTWO Take-Two Interactive Softwre | Reduce -16.4% | 1.37% | −0.08 |
| JNJ Johnson & Johnson | Reduce -8.6% | 0.31% | −0.07 |
| NKE Nike Inc. Class B | Reduce -43.9% | 0.10% | −0.06 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.32% | −0.06 |
| MKL Markel Group Inc. | Reduce -43.0% | 0.08% | −0.06 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.51% | −0.06 |
| NSRGY Nestle SA-Spons ADR | Reduce -13.2% | 0.22% | −0.05 |
| SPGI S&P Global Inc. | Reduce -4.8% | 0.86% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -12.9% | 0.84% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.3% | 0.45% | −0.03 |
| V Visa Inc. Class A | Reduce -0.2% | 1.30% | −0.03 |
| KEYS Keysight Technologies Inc. | Reduce -15.6% | 0.22% | −0.03 |
| SBUX Starbucks Corp. | Reduce -7.7% | 0.11% | −0.02 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −0.02 |
| SNY Sanofi-ADR | Reduce -82.9% | 0.00% | −0.02 |
| MTCH Match Group Inc. | Reduce -1.1% | 0.30% | −0.02 |
| CSW CSW Industrials Inc. | Reduce -1.9% | 0.23% | −0.02 |
| PEP Pepsico Inc. | Reduce -10.8% | 0.05% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.0% | 0.08% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -16.2% | 0.03% | −0.01 |
| CNC Centene Corp. | Reduce -1.3% | 0.07% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -69.8% | 0.01% | −0.01 |
| PFE Pfizer Inc. | Reduce -34.0% | 0.02% | −0.01 |
| CAL Caleres Inc. | Reduce -10.7% | 0.02% | −0.01 |
| ESI Element Solutions Inc. | Sold out | 0.00% | −0.01 |
| KNSL Kinsale Capital Group Inc. | Reduce -0.1% | 0.27% | −0.01 |
| SG Sweetgreen Inc. Class A | Reduce -26.9% | 0.01% | −0.01 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -18.8% | 0.07% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.06% | −0.01 |
| RPM RPM International Inc. | Reduce -11.1% | 0.04% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -3.6% | 0.06% | −0.01 |
| MSEX Middlesex Water Co. | Reduce -6.3% | 0.02% | −0.01 |
| MTX Minerals Technologies Inc. | Reduce -13.4% | 0.02% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -85.5% | 0.00% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -0.0% | 0.06% | −0.01 |
| ENB Enbridge Inc. | Reduce -5.0% | 0.10% | −0.01 |
| UL Unilever PLC | Reduce -73.3% | 0.00% | −0.01 |
| KMX Carmax Inc. | Reduce -1.4% | 0.03% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| ANSS Ansys Inc. | Add +20910.3% | 0.63% | +0.63 |
| KKR KKR & Co. Inc. | Add +4.5% | 3.28% | +0.46 |
| AMZN Amazon.com Inc. | Add +38.0% | 1.15% | +0.40 |
| AMRZ Amrize Ltd. | New | 0.33% | +0.33 |
| NVDA Nvidia Corp. | Add +7.2% | 0.88% | +0.30 |
| CRM Salesforce Inc. | Add +21.8% | 1.45% | +0.24 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 1.61% | +0.24 |
| GEV GE Vernova Inc. | Add +19.4% | 0.41% | +0.20 |
| POOL Pool Corp. | New | 0.18% | +0.18 |
| BL Blackline Inc. | Add +124.0% | 0.29% | +0.18 |
| INTC Intel Corp. | Add +168.7% | 0.17% | +0.10 |
| HSIC Henry Schein Inc. | New | 0.10% | +0.10 |
| META Meta Platforms Inc. Class A | Add +18.6% | 0.30% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 0.78% | +0.09 |
| DHR Danaher Corp. | Add +14.9% | 1.24% | +0.08 |
| SNPS Synopsys Inc. | Add +6511.0% | 0.07% | +0.07 |
| ALLY Ally Financial Inc. | Add +9.3% | 0.51% | +0.06 |
| BAH Booz Allen Hamilton Holdings | Add +891.4% | 0.06% | +0.06 |
| QXO Qxo Inc. | Add +2764.2% | 0.05% | +0.05 |
| COF Capital One Financial Corp. | Add +0.1% | 0.31% | +0.04 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| GE General Electric | Add +7.3% | 0.15% | +0.04 |
| NICE Nice Ltd. - Spon ADR | Add +7.0% | 0.30% | +0.04 |
| NFLX Netflix Inc. | Add +588.8% | 0.04% | +0.03 |
| UNP Union Pacific Corp. | Add +15.7% | 0.37% | +0.03 |
| IONQ Ionq Inc. | New | 0.03% | +0.03 |
| QSR Restaurant Brands Intern | Add +822.0% | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | Add +20.0% | 0.09% | +0.03 |
| TGT Target Corp. | Add +152.8% | 0.05% | +0.03 |
| BXP BXP Inc. | Add +60.9% | 0.06% | +0.02 |
| MS Morgan Stanley | Add +11.3% | 0.08% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +99.2% | 0.03% | +0.02 |
| BALL Ball Corp. | Add +3.1% | 0.27% | +0.02 |
| APH Amphenol Corp. Class A | Add +3.2% | 0.05% | +0.02 |
| AGG iShares Core U.S. Aggregate | New | 0.02% | +0.02 |
| CBL CBL & Associates Properties | Add +219.2% | 0.02% | +0.01 |
| LRCX Lam Research Corp. | Add +622.2% | 0.01% | +0.01 |
| VPL Vanguard Ftse Pacific ETF | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +34.9% | 0.05% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.0% | 0.06% | +0.01 |
| BND Vanguard Total Bond Market | Add +1742.5% | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | Add +22.7% | 0.03% | +0.01 |
| LIN Linde PLC | Add +3.7% | 0.90% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.0% | 0.09% | +0.01 |
| IEF iShares 7-10 Year Treasury B | New | 0.01% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | Add +702.1% | 0.01% | +0.01 |
| ARIS WATER SOLUTIONS INC-A | Add +65.2% | 0.06% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +56.3% | 0.02% | +0.01 |
| EMR Emerson Electric Co. | Add +184.9% | 0.01% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -3.8% | 7,395 | $8.7M |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 8,445 | $574K |
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 |