First Manhattan Co. Llc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), First Manhattan Co. Llc. reported 751 stock positions worth $36.1 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 27.8% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Apple (AAPL, 3.5%). Compared with Q4 2025, it opened 67 new positions, sold out of 43, added to 167 and reduced 340. The biggest buy was Texas Pacific Land (TPL, shares +5%) and the biggest sale Take-Two Interactive Softwre (TTWO, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000728083
- Portfolio Value
- $36.1B (Q1 2026)
- SEC Filing
- 0000728083-26-000005 ↗ filed May 15, 2026
Holdings Value
Holdings 751 stocks · $36.1B
| BRK.A Berkshire Hathaway Inc. Class A | 27.82% | 13,969 | $10.0B | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.49% | 4,371,164 | $1.6B | Add +0.3% |
| AAPL Apple Inc. | 3.53% | 5,016,495 | $1.3B | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 3.22% | 4,051,938 | $1.2B | Reduce -3.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.76% | 754,352 | $996.4M | Reduce -4.8% |
| BN Brookfield Corp. | 2.61% | 23,265,685 | $940.0M | Reduce -2.2% |
| AZO AutoZone Inc. | 2.45% | 261,815 | $884.4M | Add +0.2% |
| KKR KKR & Co. Inc. | 2.41% | 9,394,167 | $869.0M | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.40% | 1,803,600 | $864.3M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 1.88% | 3,255,105 | $677.9M | Add +52.6% |
| AVGO Broadcom Inc. | 1.87% | 2,183,157 | $675.7M | Reduce -1.3% |
| ORCL Oracle Corp. | 1.61% | 3,940,029 | $579.6M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 1.43% | 1,505,425 | $514.5M | Reduce -20.2% |
| TPL Texas Pacific Land Corp. | 1.40% | 1,062,769 | $504.3M | Add +4.9% |
| CRM Salesforce Inc. | 1.37% | 2,645,328 | $493.8M | Reduce -0.8% |
| LB Landbridge Co. LLC-A | 1.35% | 7,057,228 | $487.3M | Add +2.9% |
| V Visa Inc. Class A | 1.30% | 1,548,816 | $468.1M | Add +19.2% |
| HON Honeywell International Inc. | 1.24% | 1,980,789 | $447.7M | Add +3.7% |
| SPGI S&P Global Inc. | 1.23% | 1,046,651 | $445.2M | Add +64.9% |
| DHR Danaher Corp. | 1.23% | 2,338,542 | $444.2M | Add +1.3% |
| NVDA Nvidia Corp. | 1.23% | 2,542,978 | $443.5M | Add +25.1% |
| GOOGL Alphabet Inc. Class A | 1.21% | 1,516,693 | $436.1M | Reduce -5.4% |
| TMO Thermo Fisher Scientific Inc. | 1.05% | 767,160 | $377.4M | Reduce -0.2% |
| LIN Linde PLC | 0.98% | 712,599 | $353.3M | Reduce -1.2% |
| SNPS Synopsys Inc. | 0.93% | 848,592 | $336.4M | Add +8.2% |
| LOW Lowe's Cos Inc. | 0.92% | 1,399,429 | $330.7M | Reduce -6.6% |
| BSX Boston Scientific Corp. | 0.85% | 4,911,217 | $308.2M | Add +161.0% |
| PM Philip Morris International | 0.82% | 1,775,569 | $295.7M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.77% | 1,027,677 | $278.1M | Reduce -24.1% |
| VOO Vanguard S&P 500 ETF | 0.70% | 422,673 | $252.6M | Add +0.2% |
| INTC Intel Corp. | 0.70% | 5,691,060 | $251.1M | Add +93.3% |
| GEV GE Vernova Inc. | 0.66% | 273,360 | $238.7M | Reduce -1.0% |
| AMRZ Amrize Ltd. | 0.61% | 3,937,879 | $220.6M | Reduce -2.5% |
| KNSL Kinsale Capital Group Inc. | 0.58% | 616,031 | $210.5M | Add +0.2% |
| ORLY O'reilly Automotive Inc. | 0.58% | 2,268,003 | $209.4M | Reduce -0.7% |
| TTWO Take-Two Interactive Softwre | 0.55% | 1,011,265 | $199.7M | Reduce -40.0% |
| ALLY Ally Financial Inc. | 0.50% | 4,584,076 | $179.8M | Reduce -2.3% |
| MAR Marriott International Class A | 0.49% | 537,617 | $175.8M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.48% | 709,890 | $173.5M | Add +3.4% |
| BKNG Booking Holdings Inc. | 0.48% | 41,171 | $173.3M | Add +6302.9% |
| MCD McDonald's Corp. | 0.47% | 540,296 | $167.9M | Reduce -4.3% |
| ICE Intercontinental Exchange Inc. | 0.44% | 1,019,703 | $160.4M | Reduce -9.3% |
| UNP Union Pacific Corp. | 0.44% | 655,256 | $159.0M | Reduce -8.8% |
| CSL Carlisle Cos Inc. | 0.41% | 444,266 | $148.2M | Add +1.3% |
| AXP American Express Co. | 0.39% | 459,690 | $139.0M | Reduce -4.2% |
| VRT Vertiv Holdings Co. Class A | 0.38% | 552,093 | $138.3M | Reduce -18.6% |
| ABBV Abbvie Inc. | 0.36% | 604,832 | $131.5M | Reduce -0.3% |
| BALL Ball Corp. | 0.33% | 2,020,895 | $119.5M | Reduce -0.6% |
| MTCH Match Group Inc. | 0.31% | 3,686,291 | $113.2M | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.30% | 189,550 | $108.4M | Reduce -2.2% |
| BL Blackline Inc. | 0.27% | 2,676,987 | $99.0M | Add +10.2% |
| COF Capital One Financial Corp. | 0.27% | 537,365 | $98.0M | Add +1.9% |
| CPRT Copart Inc. | 0.27% | 2,946,130 | $97.8M | Reduce -37.8% |
| FMCX FM Focus Equity ETF | 0.27% | 3,016,551 | $96.8M | Reduce -0.9% |
| SCI Service Corp. International | 0.27% | 1,162,964 | $96.0M | Reduce -2.0% |
| ACN Accenture PLC Class A | 0.26% | 481,189 | $95.4M | Add +1.4% |
| AIZ Assurant Inc. | 0.25% | 408,589 | $89.0M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.24% | 293,272 | $86.3M | Reduce -2.2% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 407,463 | $78.2M | Add +7.2% |
| COR Cencora Inc. | 0.21% | 242,803 | $76.3M | Reduce -8.9% |
| TMC TMC the Metals Co. Inc. | 0.20% | 15,315,924 | $71.5M | No change |
| KO The Coca-Cola Co. | 0.20% | 924,921 | $70.8M | Reduce -9.6% |
| CSW CSW Industrials Inc. | 0.20% | 269,767 | $70.3M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.19% | 73,682 | $67.8M | Reduce -30.5% |
| BIP Brookfield Infrastructure Pa | 0.18% | 1,822,807 | $65.8M | Reduce -3.0% |
| CB Chubb Ltd. | 0.17% | 188,079 | $61.5M | Reduce -6.8% |
| NSRGY Nestle SA-Spons ADR | 0.16% | 593,421 | $58.8M | Reduce -18.5% |
| POOL Pool Corp. | 0.16% | 285,024 | $57.7M | Add +32.2% |
| CNQ Canadian Natural Resources | 0.16% | 1,158,981 | $57.0M | Reduce -17.3% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 192,751 | $54.8M | Reduce -2.8% |
| KEYS Keysight Technologies Inc. | 0.15% | 186,192 | $52.6M | Reduce -35.4% |
| IQV Iqvia Holdings Inc. | 0.14% | 300,056 | $51.2M | Add +11.6% |
| VLTO Veralto Corp. | 0.14% | 573,663 | $50.8M | Add +12.3% |
| MDLZ Mondelez International Inc. Class A | 0.14% | 865,691 | $50.3M | Reduce -50.7% |
| MA Mastercard Inc. Class A | 0.14% | 100,323 | $50.1M | Add +49.3% |
| BAM Brookfield Asset Mgmt-A | 0.14% | 1,107,045 | $49.1M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.13% | 630,380 | $45.3M | Add +30.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 156,396 | $44.9M | Add +12.7% |
| IVV iShares Core S&P 500 ETF | 0.12% | 68,461 | $44.7M | Add +70.2% |
| SCHW Schwab (charles) Corp. | 0.12% | 464,103 | $43.6M | Add +0.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.12% | 140,195 | $42.6M | Reduce -3.5% |
| MCO Moody's Corp. | 0.11% | 89,302 | $39.0M | Reduce -1.7% |
| MS Morgan Stanley | 0.10% | 215,066 | $35.4M | Reduce -2.1% |
| AMT American Tower Corp. | 0.09% | 195,448 | $33.7M | Reduce -2.6% |
| SOXX iShares Semiconductor ETF | 0.09% | 101,272 | $33.3M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 135,682 | $32.9M | Add +24.7% |
| INGR Ingredion Inc. | 0.09% | 285,894 | $32.2M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.09% | 90,909 | $32.0M | Reduce -2.2% |
| QXO Qxo Inc. | 0.09% | 1,644,067 | $31.9M | Add +4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 146,987 | $31.6M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 0.09% | 1,079,704 | $31.0M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.09% | 214,293 | $31.0M | Reduce -7.5% |
| WFC Wells Fargo & Co. | 0.08% | 366,723 | $29.2M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.08% | 171,263 | $29.1M | Reduce -3.8% |
| ENB Enbridge Inc. | 0.08% | 526,635 | $28.5M | Reduce -25.6% |
| SNA Snap-on Inc. | 0.08% | 76,461 | $27.8M | Reduce -1.6% |
| BAH Booz Allen Hamilton Holdings | 0.08% | 353,892 | $27.6M | Add +3.2% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 184,342 | $27.3M | Add +1.2% |
| LVMHF LVMH Moet Hennessy Louis Vui | 0.07% | 50,002 | $26.7M | Reduce -70.5% |
| GGG Graco Inc. | 0.07% | 303,625 | $25.7M | Reduce -0.5% |
Other holdings (2): 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 | 7,398 | $8.5M | Add +0.5% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 10,535 | $684K | No change |
Total filed on the 13F, all lines: $36.1B.
Portfolio Sells Q4 2025 → Q1 2026
| TTWO Take-Two Interactive Softwre | Reduce -40.0% | 0.55% | −0.58 |
| CRM Salesforce Inc. | Reduce -0.8% | 1.37% | −0.49 |
| ORCL Oracle Corp. | Reduce -1.1% | 1.61% | −0.43 |
| UNH Unitedhealth Group Inc. | Reduce -24.1% | 0.77% | −0.40 |
| BN Brookfield Corp. | Reduce -2.2% | 2.61% | −0.27 |
| LVMHF LVMH Moet Hennessy Louis Vui | Reduce -70.5% | 0.07% | −0.26 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 3.22% | −0.23 |
| CPRT Copart Inc. | Reduce -37.8% | 0.27% | −0.22 |
| AAPL Apple Inc. | Reduce -3.0% | 3.53% | −0.16 |
| AVGO Broadcom Inc. | Reduce -1.3% | 1.87% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 1.05% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -30.5% | 0.19% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Reduce -50.7% | 0.14% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -5.4% | 1.21% | −0.11 |
| AXP American Express Co. | Reduce -4.2% | 0.39% | −0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -0.8% | 27.82% | −0.08 |
| SBUX Starbucks Corp. | Reduce -94.6% | 0.00% | −0.08 |
| ALLY Ally Financial Inc. | Reduce -2.3% | 0.50% | −0.06 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -94.8% | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 2.40% | −0.05 |
| BA The Boeing Co. | Reduce -51.9% | 0.04% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 0.30% | −0.04 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -9.3% | 0.44% | −0.03 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -93.3% | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -6.6% | 0.92% | −0.03 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Reduce -94.6% | 0.00% | −0.03 |
| NSRGY Nestle SA-Spons ADR | Reduce -18.5% | 0.16% | −0.03 |
| COR Cencora Inc. | Reduce -8.9% | 0.21% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.02 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.02 |
| MKL Markel Group Inc. | Reduce -45.8% | 0.02% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.4% | 0.14% | −0.02 |
| CSW CSW Industrials Inc. | Reduce -1.3% | 0.20% | −0.02 |
| AIZ Assurant Inc. | Reduce -1.5% | 0.25% | −0.02 |
| HHH Howard Hughes Holdings Inc. | Reduce -11.8% | 0.04% | −0.01 |
| NKE Nike Inc. Class B | Reduce -12.3% | 0.05% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.24% | −0.01 |
| MCO Moody's Corp. | Reduce -1.7% | 0.11% | −0.01 |
| ADP Automatic Data Processing | Reduce -19.0% | 0.03% | −0.01 |
| BX Blackstone Inc. | Reduce -0.3% | 0.05% | −0.01 |
| CMC Commercial Metals Co. | Reduce -25.8% | 0.03% | −0.01 |
| RHLD Resolute Holdings Manag | Reduce -90.6% | 0.00% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -28.8% | 0.04% | −0.01 |
| ENB Enbridge Inc. | Reduce -25.6% | 0.08% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.0% | 0.05% | −0.01 |
| JEF Jefferies Financial Group Inc. | Reduce -1.9% | 0.02% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.7% | 0.08% | −0.01 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.01 |
| GE General Electric | Reduce -2.8% | 0.15% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TPL Texas Pacific Land Corp. | Add +4.9% | 1.40% | +0.63 |
| AMZN Amazon.com Inc. | Add +52.6% | 1.88% | +0.59 |
| BKNG Booking Holdings Inc. | Add +6302.9% | 0.48% | +0.47 |
| LB Landbridge Co. LLC-A | Add +2.9% | 1.35% | +0.46 |
| INTC Intel Corp. | Add +93.3% | 0.70% | +0.41 |
| BSX Boston Scientific Corp. | Add +161.0% | 0.85% | +0.38 |
| SPGI S&P Global Inc. | Add +64.9% | 1.23% | +0.36 |
| HON Honeywell International Inc. | Add +3.7% | 1.24% | +0.26 |
| NVDA Nvidia Corp. | Add +25.1% | 1.23% | +0.23 |
| AZO AutoZone Inc. | Add +0.2% | 2.45% | +0.13 |
| JNJ Johnson & Johnson | Add +3.4% | 0.48% | +0.11 |
| V Visa Inc. Class A | Add +19.2% | 1.30% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +70.2% | 0.12% | +0.05 |
| CSL Carlisle Cos Inc. | Add +1.3% | 0.41% | +0.04 |
| MA Mastercard Inc. Class A | Add +49.3% | 0.14% | +0.04 |
| FNV Franco-Nevada Corp. | New | 0.03% | +0.03 |
| DG Dollar General Corp. | New | 0.03% | +0.03 |
| POOL Pool Corp. | Add +32.2% | 0.16% | +0.03 |
| MSB Mesabi Trust | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +7.2% | 0.22% | +0.03 |
| COP Conocophillips | Add +14.4% | 0.06% | +0.03 |
| WPM Wheaton Precious Metals Corp. | New | 0.03% | +0.03 |
| ALV Autoliv Inc. | New | 0.02% | +0.02 |
| SLG SL Green Realty Corp. | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | Add +30.4% | 0.13% | +0.02 |
| LNG Cheniere Energy Inc. | New | 0.02% | +0.02 |
| CTRA Coterra Energy Inc. | Add +367.9% | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.7% | 0.12% | +0.02 |
| CHRD Chord Energy Corp. | New | 0.02% | +0.02 |
| IGV iShares Expanded Tech-Softwa | New | 0.02% | +0.02 |
| SGOV iShares 0-3 Month Treasury B | New | 0.02% | +0.02 |
| FANG Diamondback Energy Inc. | New | 0.02% | +0.02 |
| OGN Organon & Co. | Add +9124.1% | 0.02% | +0.02 |
| DEI Douglas Emmett Inc. | Add +48.4% | 0.06% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +40.8% | 0.05% | +0.02 |
| TFLO iShares Treasury Floating Ra | New | 0.02% | +0.02 |
| JPST JPMorgan Ultra-Short Income | New | 0.02% | +0.02 |
| PSX Phillips 66 | Add +14.8% | 0.03% | +0.01 |
| SHEL Shell PLC-ADR | Add +424.1% | 0.01% | +0.01 |
| QLTY GMO U.S. Quality ETF | Add +62.5% | 0.03% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.2% | 0.09% | +0.01 |
| MTCH Match Group Inc. | Add +3.6% | 0.31% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.8% | 0.05% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.06% | +0.01 |
| HCA HCA Healthcare Inc. | Add +19.9% | 0.05% | +0.01 |
| FORR Forrester Research Inc. | Add +760.1% | 0.01% | +0.01 |
| EOG EOG Resources Inc. | Add +104.0% | 0.01% | +0.01 |
| LOAR Loar Holdings Inc. | Add +450.6% | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +11.3% | 0.05% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.1% | 0.07% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +0.5% | 7,398 | $8.5M |
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 |