First Manhattan Co. Llc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), First Manhattan Co. Llc. reported 712 stock positions worth $37.9 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 29.2% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Apple (AAPL, 3.5%). Compared with Q2 2025, it opened 45 new positions, sold out of 30, added to 206 and reduced 290. The biggest buy was Synopsys (SNPS, shares +1281%) and the biggest sale an exit from Ansys (ANSS).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $37.9B (Q3 2025)
- SEC Filing
- 0000728083-25-000015 ↗ filed Nov 14, 2025
Holdings Value
Holdings 712 stocks · $37.9B
| BRK.A Berkshire Hathaway Inc. Class A | 29.21% | 14,658 | $11.1B | Add +2.2% |
| MSFT Microsoft Corp. | 5.97% | 4,364,610 | $2.3B | Reduce -1.5% |
| AAPL Apple Inc. | 3.54% | 5,263,575 | $1.3B | Reduce -4.5% |
| ORCL Oracle Corp. | 3.04% | 4,085,835 | $1.1B | Reduce -8.6% |
| KKR KKR & Co. Inc. | 2.93% | 8,529,603 | $1.1B | Reduce -2.2% |
| BN Brookfield Corp. | 2.92% | 16,132,576 | $1.1B | Reduce -2.0% |
| AZO AutoZone Inc. | 2.88% | 254,549 | $1.1B | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 2.75% | 4,276,540 | $1.0B | Reduce -5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.48% | 1,870,443 | $940.3M | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 2.04% | 797,590 | $772.1M | Add +12.3% |
| AVGO Broadcom Inc. | 1.95% | 2,234,589 | $737.2M | Reduce -1.3% |
| CRM Salesforce Inc. | 1.40% | 2,230,141 | $529.3M | Add +18.8% |
| TTWO Take-Two Interactive Softwre | 1.30% | 1,905,109 | $492.2M | Reduce -4.9% |
| UNH Unitedhealth Group Inc. | 1.22% | 1,332,886 | $460.2M | Reduce -4.2% |
| DHR Danaher Corp. | 1.21% | 2,315,877 | $459.9M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.21% | 2,082,848 | $457.3M | Add +12.6% |
| V Visa Inc. Class A | 1.16% | 1,288,004 | $439.7M | Reduce -0.7% |
| AMAT Applied Materials Inc. | 1.10% | 2,029,335 | $415.5M | Reduce -27.7% |
| GOOGL Alphabet Inc. Class A | 1.06% | 1,656,969 | $402.8M | Reduce -1.4% |
| HON Honeywell International Inc. | 1.01% | 1,824,563 | $384.1M | Add +22.5% |
| NVDA Nvidia Corp. | 1.00% | 2,020,853 | $377.1M | Add +2.8% |
| TMO Thermo Fisher Scientific Inc. | 0.99% | 775,180 | $376.3M | Reduce -19.0% |
| LOW Lowe's Cos Inc. | 0.98% | 1,477,916 | $371.4M | Reduce -0.9% |
| SNPS Synopsys Inc. | 0.89% | 680,991 | $336.0M | Add +1280.8% |
| LIN Linde PLC | 0.85% | 675,199 | $320.7M | Reduce -0.1% |
| TPL Texas Pacific Land Corp. | 0.83% | 337,681 | $315.3M | No change |
| SPGI S&P Global Inc. | 0.80% | 618,502 | $301.0M | Add +6.9% |
| LB Landbridge Co. LLC-A | 0.78% | 5,531,840 | $295.1M | Add +77.7% |
| VOO Vanguard S&P 500 ETF | 0.77% | 475,327 | $291.9M | Reduce -1.8% |
| PM Philip Morris International | 0.77% | 1,793,731 | $291.0M | Reduce -2.8% |
| ORLY O'reilly Automotive Inc. | 0.65% | 2,292,974 | $247.2M | Reduce -1.8% |
| KNSL Kinsale Capital Group Inc. | 0.58% | 514,047 | $218.6M | Add +155.6% |
| ICE Intercontinental Exchange Inc. | 0.51% | 1,145,180 | $192.9M | Add +2.0% |
| ALLY Ally Financial Inc. | 0.49% | 4,686,176 | $183.7M | Add +0.6% |
| CPRT Copart Inc. | 0.47% | 3,971,202 | $178.6M | Add +1.9% |
| MCD McDonald's Corp. | 0.46% | 577,156 | $175.4M | Reduce -6.6% |
| GEV GE Vernova Inc. | 0.45% | 275,727 | $169.5M | Add +1.1% |
| UNP Union Pacific Corp. | 0.44% | 711,439 | $168.2M | Add +23.4% |
| AMRZ Amrize Ltd. | 0.43% | 3,364,674 | $163.3M | Add +42.3% |
| AXP American Express Co. | 0.43% | 489,163 | $162.5M | Reduce -1.9% |
| MAR Marriott International Class A | 0.37% | 541,836 | $141.1M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.37% | 606,874 | $140.5M | Reduce -0.5% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 2,187,040 | $137.7M | Reduce -6.6% |
| LVMHF LVMH Moet Hennessy Louis Vui | 0.35% | 216,605 | $132.5M | Reduce -33.0% |
| JNJ Johnson & Johnson | 0.34% | 686,877 | $127.4M | Reduce -4.7% |
| MTCH Match Group Inc. | 0.33% | 3,488,857 | $123.2M | Add +1.6% |
| ACN Accenture PLC Class A | 0.31% | 480,237 | $118.4M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.31% | 157,644 | $115.8M | Add +9.5% |
| COF Capital One Financial Corp. | 0.30% | 526,569 | $111.9M | Add +1.4% |
| BL Blackline Inc. | 0.29% | 2,087,998 | $110.9M | Add +14.2% |
| FMCX FM Focus Equity ETF | 0.28% | 3,039,054 | $107.0M | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 0.28% | 690,792 | $104.2M | Add +1.0% |
| TMC TMC the Metals Co. Inc. | 0.27% | 15,835,449 | $100.9M | Reduce -0.5% |
| SCI Service Corp. International | 0.26% | 1,198,215 | $99.7M | Reduce -1.4% |
| INTC Intel Corp. | 0.26% | 2,896,496 | $97.2M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.25% | 304,812 | $96.1M | Add +3.8% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 494,939 | $93.9M | Reduce -1.3% |
| BALL Ball Corp. | 0.24% | 1,819,999 | $91.8M | Add +6.7% |
| AIZ Assurant Inc. | 0.23% | 400,450 | $86.7M | Add +3.9% |
| COR Cencora Inc. | 0.23% | 274,412 | $85.8M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.22% | 111,237 | $84.9M | Add +87.7% |
| POOL Pool Corp. | 0.20% | 247,424 | $76.7M | Add +14.9% |
| NSRGY Nestle SA-Spons ADR | 0.18% | 750,288 | $68.9M | Reduce -3.1% |
| CSW CSW Industrials Inc. | 0.18% | 278,284 | $67.6M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.18% | 1,008,404 | $67.4M | Add +4.6% |
| BAM Brookfield Asset Mgmt-A | 0.17% | 1,143,390 | $65.1M | Reduce -1.6% |
| BIP Brookfield Infrastructure Pa | 0.17% | 1,911,996 | $62.9M | Reduce -0.5% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 203,470 | $61.3M | Add +1.6% |
| KEYS Keysight Technologies Inc. | 0.15% | 318,152 | $55.7M | Reduce -34.0% |
| VLTO Veralto Corp. | 0.15% | 516,102 | $55.1M | Add +0.2% |
| CB Chubb Ltd. | 0.13% | 176,704 | $50.0M | Add +12.3% |
| IQV Iqvia Holdings Inc. | 0.13% | 255,119 | $48.5M | Add +4.2% |
| CMCSA Comcast Corp. Class A | 0.13% | 1,525,305 | $47.9M | Reduce -47.5% |
| CNQ Canadian Natural Resources | 0.12% | 1,449,824 | $46.9M | Add +3.2% |
| MCO Moody's Corp. | 0.12% | 93,597 | $44.6M | Add +0.2% |
| SCHW Schwab (charles) Corp. | 0.12% | 461,524 | $44.1M | Add +0.3% |
| AMT American Tower Corp. | 0.11% | 208,822 | $40.5M | Reduce -5.5% |
| MA Mastercard Inc. Class A | 0.10% | 69,084 | $39.3M | Add +111.7% |
| ENB Enbridge Inc. | 0.10% | 764,611 | $38.6M | Reduce -4.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.10% | 148,633 | $38.6M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.10% | 244,012 | $37.5M | Reduce -2.0% |
| MS Morgan Stanley | 0.09% | 223,764 | $35.6M | Add +8.3% |
| INGR Ingredion Inc. | 0.09% | 290,432 | $35.5M | Reduce -1.0% |
| UBER Uber Technologies Inc. | 0.09% | 347,106 | $34.0M | Add +6.8% |
| NKE Nike Inc. Class B | 0.09% | 485,068 | $34.0M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 113,173 | $33.4M | Reduce -3.1% |
| BA The Boeing Co. | 0.09% | 150,836 | $32.6M | Add +13.4% |
| NICE Nice Ltd. - Spon ADR | 0.08% | 219,986 | $31.8M | Reduce -64.7% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 146,985 | $31.8M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 108,896 | $30.7M | Add +4.8% |
| SBUX Starbucks Corp. | 0.08% | 357,237 | $30.2M | Reduce -13.3% |
| WFC Wells Fargo & Co. | 0.08% | 347,418 | $29.1M | Reduce -2.9% |
| BAH Booz Allen Hamilton Holdings | 0.08% | 285,505 | $28.5M | Add +34.8% |
| SNA Snap-on Inc. | 0.07% | 81,210 | $28.1M | Reduce -4.9% |
| DEO Diageo PLC-Sponsored ADR | 0.07% | 289,999 | $27.7M | Add +4.1% |
| SOXX iShares Semiconductor ETF | 0.07% | 100,847 | $27.3M | Add +0.1% |
| AMGN Amgen Inc. | 0.07% | 96,046 | $27.1M | Reduce -0.4% |
| SYK Stryker Corp. | 0.07% | 72,469 | $26.9M | Add +8.2% |
| GGG Graco Inc. | 0.07% | 306,280 | $26.0M | Reduce -3.6% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 182,037 | $25.7M | Add +0.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $9.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 7,440 | $9.2M | Add +0.6% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 10,535 | $733K | Add +24.8% |
Total filed on the 13F, all lines: $37.9B.
Portfolio Sells Q2 2025 → Q3 2025
| ANSS Ansys Inc. | Sold out | 0.00% | −0.63 |
| AMAT Applied Materials Inc. | Reduce -27.7% | 1.10% | −0.35 |
| KKR KKR & Co. Inc. | Reduce -2.2% | 2.93% | −0.35 |
| MSFT Microsoft Corp. | Reduce -1.5% | 5.97% | −0.25 |
| NICE Nice Ltd. - Spon ADR | Reduce -64.7% | 0.08% | −0.21 |
| PM Philip Morris International | Reduce -2.8% | 0.77% | −0.19 |
| CMCSA Comcast Corp. Class A | Reduce -47.5% | 0.13% | −0.17 |
| V Visa Inc. Class A | Reduce -0.7% | 1.16% | −0.14 |
| LVMHF LVMH Moet Hennessy Louis Vui | Reduce -33.0% | 0.35% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -19.0% | 0.99% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 2.48% | −0.10 |
| ACN Accenture PLC Class A | Reduce -0.5% | 0.31% | −0.09 |
| CHTR Charter Communications Inc. Class A | Reduce -94.7% | 0.00% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.6% | 0.36% | −0.09 |
| KEYS Keysight Technologies Inc. | Reduce -34.0% | 0.15% | −0.08 |
| TTWO Take-Two Interactive Softwre | Reduce -4.9% | 1.30% | −0.07 |
| HSIC Henry Schein Inc. | Reduce -58.2% | 0.04% | −0.07 |
| CNC Centene Corp. | Reduce -82.0% | 0.01% | −0.06 |
| MKL Markel Group Inc. | Reduce -62.6% | 0.03% | −0.05 |
| CSW CSW Industrials Inc. | Reduce -0.9% | 0.18% | −0.05 |
| LIN Linde PLC | Reduce -0.1% | 0.85% | −0.05 |
| MAR Marriott International Class A | Reduce -0.5% | 0.37% | −0.05 |
| MCD McDonald's Corp. | Reduce -6.6% | 0.46% | −0.05 |
| CRWV Coreweave Inc. Class A | Reduce -94.0% | 0.00% | −0.04 |
| NSRGY Nestle SA-Spons ADR | Reduce -3.1% | 0.18% | −0.04 |
| AMT American Tower Corp. | Reduce -5.5% | 0.11% | −0.03 |
| TMC TMC the Metals Co. Inc. | Reduce -0.5% | 0.27% | −0.03 |
| IONQ Ionq Inc. | Reduce -92.0% | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Reduce -13.3% | 0.08% | −0.03 |
| FTV Fortive Corp. | Reduce -46.6% | 0.02% | −0.02 |
| AXP American Express Co. | Reduce -1.9% | 0.43% | −0.02 |
| ARIS WATER SOLUTIONS INC-A | Reduce -31.5% | 0.04% | −0.02 |
| INGR Ingredion Inc. | Reduce -1.0% | 0.09% | −0.02 |
| SCI Service Corp. International | Reduce -1.4% | 0.26% | −0.02 |
| BIP Brookfield Infrastructure Pa | Reduce -0.5% | 0.17% | −0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -0.2% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.10% | −0.01 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -23.3% | 0.04% | −0.01 |
| LBRDK Liberty Broadband-C | Reduce -0.4% | 0.02% | −0.01 |
| KMX Carmax Inc. | Reduce -0.5% | 0.02% | −0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.5% | 0.10% | −0.01 |
| METC Ramaco Resources Inc. Class A | Sold out | 0.00% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.6% | 0.17% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.3% | 0.25% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -4.2% | 1.22% | −0.01 |
| USB US Bancorp | Reduce -16.1% | 0.05% | −0.01 |
| GGG Graco Inc. | Reduce -3.6% | 0.07% | −0.01 |
| PPLI People Inc. | Reduce -5.5% | 0.03% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.77% | −0.01 |
| COR Cencora Inc. | Reduce -0.6% | 0.23% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SNPS Synopsys Inc. | Add +1280.8% | 0.89% | +0.82 |
| ASML ASML Holding NV-NY Reg SHS | Add +12.3% | 2.04% | +0.43 |
| KNSL Kinsale Capital Group Inc. | Add +155.6% | 0.58% | +0.30 |
| LB Landbridge Co. LLC-A | Add +77.7% | 0.78% | +0.19 |
| NVDA Nvidia Corp. | Add +2.8% | 1.00% | +0.12 |
| AMRZ Amrize Ltd. | Add +42.3% | 0.43% | +0.10 |
| LLY Eli Lilly & Co. | Add +87.7% | 0.22% | +0.09 |
| INTC Intel Corp. | Add +6.5% | 0.26% | +0.08 |
| UNP Union Pacific Corp. | Add +23.4% | 0.44% | +0.07 |
| AMZN Amazon.com Inc. | Add +12.6% | 1.21% | +0.06 |
| WBI Waterbridge Infrastruc Class A | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +111.7% | 0.10% | +0.05 |
| GEV GE Vernova Inc. | Add +1.1% | 0.45% | +0.04 |
| HON Honeywell International Inc. | Add +22.5% | 1.01% | +0.03 |
| AMD Advanced Micro Devices | Add +253.1% | 0.04% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +1.0% | 0.28% | +0.03 |
| NATL NCR Atleos Corp. | New | 0.03% | +0.03 |
| MTCH Match Group Inc. | Add +1.6% | 0.33% | +0.03 |
| POOL Pool Corp. | Add +14.9% | 0.20% | +0.03 |
| HD Home Depot Inc. | Add +51.6% | 0.06% | +0.02 |
| KD Kyndryl Holdings Inc. | Add +172.1% | 0.05% | +0.02 |
| IQV Iqvia Holdings Inc. | Add +4.2% | 0.13% | +0.02 |
| GE General Electric | Add +1.6% | 0.16% | +0.02 |
| QCOM Qualcomm Inc. | Add +172.7% | 0.03% | +0.02 |
| QXO Qxo Inc. | Add +59.7% | 0.07% | +0.02 |
| BAC Bank of America Corp. | Add +59.5% | 0.04% | +0.02 |
| AIZ Assurant Inc. | Add +3.9% | 0.23% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 0.25% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +166.3% | 0.02% | +0.01 |
| C Citigroup Inc. | Add +126.0% | 0.02% | +0.01 |
| BAH Booz Allen Hamilton Holdings | Add +34.8% | 0.08% | +0.01 |
| GLD SPDR Gold Shares | Add +29.0% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | Add +39.2% | 0.03% | +0.01 |
| MS Morgan Stanley | Add +8.3% | 0.09% | +0.01 |
| PHM Pultegroup Inc. | New | 0.01% | +0.01 |
| MCK McKesson Corp. | Add +701.9% | 0.01% | +0.01 |
| WMB Williams Cos Inc. | Add +224.3% | 0.02% | +0.01 |
| HOS Hornbeck Offshore Services I | New | 0.01% | +0.01 |
| EMR Emerson Electric Co. | Add +96.2% | 0.02% | +0.01 |
| CSCO Cisco Systems Inc. | Add +71.7% | 0.03% | +0.01 |
| CBL CBL & Associates Properties | Add +28.8% | 0.03% | +0.01 |
| ABT Abbott Laboratories | Add +34.5% | 0.04% | +0.01 |
| BA The Boeing Co. | Add +13.4% | 0.09% | +0.01 |
| NEM Newmont Corp. | Add +0.3% | 0.03% | +0.01 |
| GILD Gilead Sciences Inc. | Add +43.9% | 0.03% | +0.01 |
| TXN Texas Instruments Inc. | Add +75.3% | 0.02% | +0.01 |
| RAL Ralliant Corp. | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +9.5% | 0.31% | +0.01 |
| BX Blackstone Inc. | Add +2.1% | 0.07% | +0.01 |
| CVX Chevron Corp. | Add +31.0% | 0.02% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +0.6% | 7,440 | $9.2M |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +24.8% | 10,535 | $733K |
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 |