First Manhattan Co. Llc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), First Manhattan Co. Llc. reported 727 stock positions worth $38.1 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 27.9% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Apple (AAPL, 3.7%). Compared with Q3 2025, it opened 50 new positions, sold out of 37, added to 219 and reduced 307. The biggest buy was Salesforce (CRM, shares +20%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $38.1B (Q4 2025)
- SEC Filing
- 0000728083-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 727 stocks · $38.1B
| BRK.A Berkshire Hathaway Inc. Class A | 27.90% | 14,077 | $10.6B | Reduce -4.0% |
| MSFT Microsoft Corp. | 5.54% | 4,358,015 | $2.1B | Reduce -0.1% |
| AAPL Apple Inc. | 3.69% | 5,173,749 | $1.4B | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 3.45% | 4,191,392 | $1.3B | Reduce -2.0% |
| KKR KKR & Co. Inc. | 2.88% | 8,597,044 | $1.1B | Add +0.8% |
| BN Brookfield Corp. | 2.87% | 23,795,141 | $1.1B | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.45% | 1,854,555 | $932.2M | Reduce -0.8% |
| AZO AutoZone Inc. | 2.33% | 261,314 | $886.2M | Add +2.7% |
| ASML ASML Holding NV-NY Reg SHS | 2.23% | 792,284 | $847.6M | Reduce -0.7% |
| ORCL Oracle Corp. | 2.04% | 3,982,534 | $776.2M | Reduce -2.5% |
| AVGO Broadcom Inc. | 2.01% | 2,211,185 | $765.3M | Reduce -1.1% |
| CRM Salesforce Inc. | 1.86% | 2,667,418 | $707.7M | Add +19.6% |
| DHR Danaher Corp. | 1.39% | 2,309,711 | $529.4M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 1.32% | 1,602,638 | $501.6M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 1.29% | 2,133,145 | $492.4M | Add +2.4% |
| AMAT Applied Materials Inc. | 1.27% | 1,885,459 | $484.5M | Reduce -7.1% |
| V Visa Inc. Class A | 1.20% | 1,299,451 | $455.7M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 1.17% | 1,353,402 | $446.8M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 768,910 | $445.8M | Reduce -0.8% |
| TTWO Take-Two Interactive Softwre | 1.13% | 1,685,067 | $431.4M | Reduce -11.6% |
| NVDA Nvidia Corp. | 1.00% | 2,032,646 | $379.1M | Add +0.6% |
| HON Honeywell International Inc. | 0.98% | 1,909,971 | $372.6M | Add +4.7% |
| SNPS Synopsys Inc. | 0.97% | 784,551 | $368.5M | Add +15.2% |
| LOW Lowe's Cos Inc. | 0.95% | 1,498,010 | $361.3M | Add +1.4% |
| LB Landbridge Co. LLC-A | 0.89% | 6,861,939 | $338.7M | Add +24.0% |
| SPGI S&P Global Inc. | 0.87% | 634,837 | $331.8M | Add +2.6% |
| LIN Linde PLC | 0.81% | 721,360 | $307.6M | Add +6.8% |
| PM Philip Morris International | 0.77% | 1,814,641 | $293.3M | Add +1.2% |
| TPL Texas Pacific Land Corp. | 0.76% | 1,013,363 | $291.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.69% | 421,733 | $264.5M | Reduce -11.3% |
| KNSL Kinsale Capital Group Inc. | 0.63% | 614,647 | $240.4M | Add +19.6% |
| AMRZ Amrize Ltd. | 0.57% | 4,036,704 | $218.3M | Add +20.0% |
| ALLY Ally Financial Inc. | 0.56% | 4,691,207 | $212.5M | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.55% | 2,284,615 | $208.4M | Reduce -0.4% |
| CPRT Copart Inc. | 0.49% | 4,732,646 | $185.3M | Add +19.2% |
| ICE Intercontinental Exchange Inc. | 0.48% | 1,124,200 | $182.1M | Reduce -1.8% |
| GEV GE Vernova Inc. | 0.47% | 276,244 | $180.5M | Add +0.2% |
| BSX Boston Scientific Corp. | 0.47% | 1,881,937 | $179.4M | Add +914.8% |
| AXP American Express Co. | 0.47% | 479,895 | $177.5M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.45% | 564,683 | $172.6M | Reduce -2.2% |
| MAR Marriott International Class A | 0.44% | 540,248 | $167.6M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.44% | 718,856 | $166.3M | Add +1.0% |
| JNJ Johnson & Johnson | 0.37% | 686,473 | $142.1M | Reduce -0.1% |
| CSL Carlisle Cos Inc. | 0.37% | 438,491 | $140.3M | New |
| ABBV Abbvie Inc. | 0.36% | 606,466 | $138.6M | Reduce -0.1% |
| BL Blackline Inc. | 0.35% | 2,428,604 | $134.3M | Add +16.3% |
| LVMHF LVMH Moet Hennessy Louis Vui | 0.34% | 169,272 | $128.2M | Reduce -21.9% |
| META Meta Platforms Inc. Class A | 0.34% | 193,855 | $128.0M | Add +23.0% |
| COF Capital One Financial Corp. | 0.34% | 527,487 | $127.8M | Add +0.2% |
| ACN Accenture PLC Class A | 0.33% | 474,610 | $127.3M | Reduce -1.2% |
| MTCH Match Group Inc. | 0.30% | 3,557,506 | $114.9M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.30% | 105,997 | $113.9M | Reduce -4.7% |
| VRT Vertiv Holdings Co. Class A | 0.29% | 678,179 | $109.9M | Reduce -1.8% |
| INTC Intel Corp. | 0.29% | 2,943,484 | $108.6M | Add +1.6% |
| BALL Ball Corp. | 0.28% | 2,033,012 | $107.7M | Add +11.7% |
| FMCX FM Focus Equity ETF | 0.28% | 3,043,333 | $104.8M | Add +0.1% |
| AIZ Assurant Inc. | 0.26% | 414,642 | $99.9M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 0.25% | 299,794 | $96.6M | Reduce -1.6% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 1,756,740 | $95.4M | Reduce -19.7% |
| TMC TMC the Metals Co. Inc. | 0.25% | 15,315,924 | $94.5M | Reduce -3.3% |
| SCI Service Corp. International | 0.24% | 1,186,881 | $92.5M | Reduce -0.9% |
| COR Cencora Inc. | 0.24% | 266,675 | $90.1M | Reduce -2.8% |
| CSW CSW Industrials Inc. | 0.21% | 273,420 | $80.3M | Reduce -1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 380,152 | $72.8M | Reduce -23.2% |
| NSRGY Nestle SA-Spons ADR | 0.19% | 727,782 | $71.9M | Reduce -3.0% |
| KO The Coca-Cola Co. | 0.19% | 1,023,302 | $71.5M | Add +1.5% |
| BIP Brookfield Infrastructure Pa | 0.17% | 1,878,459 | $65.3M | Reduce -1.8% |
| CB Chubb Ltd. | 0.17% | 201,851 | $63.2M | Add +14.2% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 198,321 | $61.1M | Reduce -2.5% |
| IQV Iqvia Holdings Inc. | 0.16% | 268,866 | $60.6M | Add +5.4% |
| KEYS Keysight Technologies Inc. | 0.15% | 288,337 | $58.6M | Reduce -9.4% |
| BAM Brookfield Asset Mgmt-A | 0.15% | 1,111,922 | $58.3M | Reduce -2.8% |
| VLTO Veralto Corp. | 0.13% | 511,016 | $51.0M | Reduce -1.0% |
| POOL Pool Corp. | 0.13% | 215,602 | $49.3M | Reduce -12.9% |
| CNQ Canadian Natural Resources | 0.13% | 1,401,603 | $48.0M | Reduce -3.3% |
| MCO Moody's Corp. | 0.12% | 90,816 | $46.4M | Reduce -3.0% |
| SCHW Schwab (charles) Corp. | 0.12% | 460,442 | $46.0M | Reduce -0.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 145,360 | $41.8M | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 138,832 | $40.3M | Add +22.7% |
| UBER Uber Technologies Inc. | 0.10% | 483,364 | $39.5M | Add +39.3% |
| MS Morgan Stanley | 0.10% | 219,622 | $39.0M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.10% | 67,215 | $38.4M | Reduce -2.7% |
| AMT American Tower Corp. | 0.09% | 200,674 | $35.6M | Reduce -3.9% |
| WFC Wells Fargo & Co. | 0.09% | 369,474 | $34.4M | Add +6.3% |
| ENB Enbridge Inc. | 0.09% | 707,991 | $33.9M | Reduce -7.4% |
| PG The Procter & Gamble Co. | 0.09% | 231,763 | $33.2M | Reduce -5.0% |
| CMCSA Comcast Corp. Class A | 0.09% | 1,108,247 | $33.1M | Reduce -27.3% |
| BA The Boeing Co. | 0.09% | 151,207 | $32.8M | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 147,330 | $32.4M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 108,786 | $32.2M | Reduce -0.1% |
| INGR Ingredion Inc. | 0.08% | 287,727 | $31.7M | Reduce -0.9% |
| SBUX Starbucks Corp. | 0.08% | 366,379 | $30.9M | Add +2.6% |
| SOXX iShares Semiconductor ETF | 0.08% | 101,086 | $30.4M | Add +0.2% |
| QXO Qxo Inc. | 0.08% | 1,578,055 | $30.4M | Add +18.9% |
| AMGN Amgen Inc. | 0.08% | 92,933 | $30.4M | Reduce -3.2% |
| BAH Booz Allen Hamilton Holdings | 0.08% | 342,934 | $28.9M | Add +20.1% |
| IVV iShares Core S&P 500 ETF | 0.07% | 40,230 | $27.6M | Add +561.2% |
| SNA Snap-on Inc. | 0.07% | 77,744 | $26.8M | Reduce -4.3% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 182,198 | $26.1M | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.07% | 88,119 | $25.4M | Add +0.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $9.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 7,365 | $8.9M | Reduce -1.0% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 10,535 | $735K | No change |
Total filed on the 13F, all lines: $38.1B.
Portfolio Sells Q3 2025 → Q4 2025
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -4.0% | 27.90% | −1.30 |
| ORCL Oracle Corp. | Reduce -2.5% | 2.04% | −1.00 |
| MSFT Microsoft Corp. | Reduce -0.1% | 5.54% | −0.44 |
| TTWO Take-Two Interactive Softwre | Reduce -11.6% | 1.13% | −0.17 |
| MDLZ Mondelez International Inc. Class A | Reduce -19.7% | 0.25% | −0.11 |
| ORLY O'reilly Automotive Inc. | Reduce -0.4% | 0.55% | −0.11 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -11.3% | 0.69% | −0.08 |
| POOL Pool Corp. | Reduce -12.9% | 0.13% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -23.2% | 0.19% | −0.06 |
| SOLS Solstice Adv Materials Inc. | Reduce -92.2% | 0.00% | −0.05 |
| BN Brookfield Corp. | Reduce -1.7% | 2.87% | −0.05 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.04 |
| ARIS WATER SOLUTIONS INC-A | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -27.3% | 0.09% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 2.45% | −0.04 |
| PPLI People Inc. | Sold out | 0.00% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -1.8% | 0.48% | −0.03 |
| VBTX Veritex Holdings Inc. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -22.3% | 0.06% | −0.03 |
| NFLX Netflix Inc. | Reduce -67.2% | 0.01% | −0.02 |
| SCI Service Corp. International | Reduce -0.9% | 0.24% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -2.8% | 0.15% | −0.02 |
| TMC TMC the Metals Co. Inc. | Reduce -3.3% | 0.25% | −0.02 |
| HSIC Henry Schein Inc. | Reduce -44.6% | 0.02% | −0.01 |
| AMT American Tower Corp. | Reduce -3.9% | 0.09% | −0.01 |
| LVMHF LVMH Moet Hennessy Louis Vui | Reduce -21.9% | 0.34% | −0.01 |
| ENB Enbridge Inc. | Reduce -7.4% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -5.0% | 0.09% | −0.01 |
| QIPT Quipt Home Medical Corp. | Sold out | 0.00% | −0.01 |
| VLTO Veralto Corp. | Reduce -1.0% | 0.13% | −0.01 |
| KD Kyndryl Holdings Inc. | Reduce -13.7% | 0.03% | −0.01 |
| HOS Hornbeck Offshore Services I | Sold out | 0.00% | −0.01 |
| INGR Ingredion Inc. | Reduce -0.9% | 0.08% | −0.01 |
| HD Home Depot Inc. | Reduce -0.9% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.45% | −0.01 |
| SYK Stryker Corp. | Reduce -8.4% | 0.06% | −0.01 |
| CNC Centene Corp. | Sold out | 0.00% | −0.01 |
| KMX Carmax Inc. | Reduce -31.3% | 0.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.36% | −0.01 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -3.5% | 0.03% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -17.4% | 0.01% | −0.01 |
| RPM RPM International Inc. | Reduce -2.4% | 0.04% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -16.4% | 0.06% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -73.4% | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -58.3% | 0.00% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -3.1% | 0.05% | −0.01 |
| GRBK Green Brick Partners Inc. | Reduce -0.3% | 0.03% | −0.01 |
| CAL Caleres Inc. | Reduce -29.4% | 0.01% | −0.01 |
| ENTG Entegris Inc. | Reduce -85.8% | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| CRM Salesforce Inc. | Add +19.6% | 1.86% | +0.46 |
| BSX Boston Scientific Corp. | Add +914.8% | 0.47% | +0.42 |
| CSL Carlisle Cos Inc. | New | 0.37% | +0.37 |
| AMRZ Amrize Ltd. | Add +20.0% | 0.57% | +0.14 |
| LB Landbridge Co. LLC-A | Add +24.0% | 0.89% | +0.11 |
| AMZN Amazon.com Inc. | Add +2.4% | 1.29% | +0.08 |
| SNPS Synopsys Inc. | Add +15.2% | 0.97% | +0.08 |
| SPGI S&P Global Inc. | Add +2.6% | 0.87% | +0.08 |
| ALLY Ally Financial Inc. | Add +0.1% | 0.56% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +561.2% | 0.07% | +0.06 |
| BL Blackline Inc. | Add +16.3% | 0.35% | +0.06 |
| KNSL Kinsale Capital Group Inc. | Add +19.6% | 0.63% | +0.05 |
| BALL Ball Corp. | Add +11.7% | 0.28% | +0.04 |
| COF Capital One Financial Corp. | Add +0.2% | 0.34% | +0.04 |
| V Visa Inc. Class A | Add +0.9% | 1.20% | +0.04 |
| CB Chubb Ltd. | Add +14.2% | 0.17% | +0.03 |
| AIZ Assurant Inc. | Add +3.5% | 0.26% | +0.03 |
| IQV Iqvia Holdings Inc. | Add +5.4% | 0.16% | +0.03 |
| META Meta Platforms Inc. Class A | Add +23.0% | 0.34% | +0.03 |
| CHTR Charter Communications Inc. Class A | Add +1368.9% | 0.03% | +0.03 |
| INTC Intel Corp. | Add +1.6% | 0.29% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +752.9% | 0.03% | +0.03 |
| GEV GE Vernova Inc. | Add +0.2% | 0.47% | +0.03 |
| L Loews Corp. | Add +80.0% | 0.05% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +663.4% | 0.02% | +0.02 |
| QLTY GMO U.S. Quality ETF | New | 0.02% | +0.02 |
| NVGS Navigator Holdings Ltd. | Add +27.8% | 0.07% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +22.7% | 0.11% | +0.02 |
| HCA HCA Healthcare Inc. | Add +79.6% | 0.04% | +0.02 |
| CPRT Copart Inc. | Add +19.2% | 0.49% | +0.01 |
| UBER Uber Technologies Inc. | Add +39.3% | 0.10% | +0.01 |
| WFC Wells Fargo & Co. | Add +6.3% | 0.09% | +0.01 |
| ELV Elevance Health Inc. | Add +345.4% | 0.02% | +0.01 |
| QXO Qxo Inc. | Add +18.9% | 0.08% | +0.01 |
| ROST Ross Stores Inc. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +9.8% | 0.04% | +0.01 |
| BOC Boston Omaha Corp. Class A | New | 0.01% | +0.01 |
| PSX Phillips 66 | Add +133.6% | 0.02% | +0.01 |
| RGP Resources Connection Inc. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +1.5% | 0.19% | +0.01 |
| APO Apollo Global Management Inc. | Add +68.1% | 0.02% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.3% | 0.04% | +0.01 |
| INTU Intuit Inc. | New | 0.01% | +0.01 |
| FITB Fifth Third Bancorp | New | 0.01% | +0.01 |
| MKL Markel Group Inc. | Add +16.0% | 0.04% | +0.01 |
| PSNL Personalis Inc. | New | 0.01% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.2% | 0.08% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| BAER Bridger Aerospace Group Hold | Add +43.5% | 0.03% | +0.01 |
| NNI Nelnet Inc. Class A | New | 0.01% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -1.0% | 7,365 | $8.9M |
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 |