FIRST MANHATTAN CO. LLC.
CIK: 0000728083Latest portfolio: $38.1B · Q4 2025
Holdings
729
Total Value
$38.1B
New Positions
54
Closed Positions
37
Top Holdings
View All 729 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,077 | $10.6B | 27.90% | -581 | |
| 2 | MSFTMICROSOFT CORP | 4,358,015 | $2.1B | 5.53% | -6,595 | |
| 3 | AAPLAPPLE INC | 5,173,749 | $1.4B | 3.69% | -89,826 | |
| 4 | GOOGALPHABET INC | 4,191,392 | $1.3B | 3.45% | -85,148 | |
| 5 | KKRKKR & CO INC | 8,597,044 | $1.1B | 2.87% | +67K | |
| 6 | BNBROOKFIELD CORP | 23,795,141 | $1.1B | 2.87% | +7.7M | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,854,555 | $932.0M | 2.45% | -15,888 | |
| 8 | AZOAUTOZONE INC | 261,314 | $886.0M | 2.33% | +7K | |
| 9 | ASMLASML HOLDING N V | 792,284 | $847.0M | 2.22% | -5,306 | |
| 10 | ORCLORACLE CORP | 3,982,534 | $776.0M | 2.04% | -103,301 | |
| 11 | AVGOBROADCOM INC | 2,211,185 | $765.0M | 2.01% | -23,404 | |
| 12 | CRMSALESFORCE INC | 2,667,418 | $707.0M | 1.86% | +437K | |
| 13 | DHRDANAHER CORPORATION | 2,309,711 | $529.0M | 1.39% | -6,166 | |
| 14 | GOOGLALPHABET INC | 1,602,638 | $501.0M | 1.32% | -54,331 | |
| 15 | AMZNAMAZON COM INC | 2,133,145 | $492.0M | 1.29% | +50K | |
| 16 | AMATAPPLIED MATLS INC | 1,885,459 | $484.0M | 1.27% | -143,876 | |
| 17 | VVISA INC | 1,299,451 | $455.0M | 1.19% | +11K | |
| 18 | UNHUNITEDHEALTH GROUP INC | 1,353,402 | $446.0M | 1.17% | +21K | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 768,910 | $445.0M | 1.17% | -6,270 | |
| 20 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,685,067 | $431.0M | 1.13% | -220,042 | |
| 21 | NVDANVIDIA CORPORATION | 2,032,646 | $379.0M | 1.00% | +12K | |
| 22 | HONHONEYWELL INTL INC | 1,909,971 | $372.0M | 0.98% | +85K | |
| 23 | SNPSSYNOPSYS INC | 784,551 | $368.0M | 0.97% | +104K | |
| 24 | LOWLOWES COS INC | 1,498,010 | $361.0M | 0.95% | +20K | |
| 25 | LBLANDBRIDGE COMPANY LLC | 6,861,939 | $338.0M | 0.89% | +1.3M |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($3.72000185000166e+257T)
Technology0.0% ($2.1070001406000849e+229T)
Consumer Cyclical0.0% ($8.86000492000361e+179T)
Healthcare0.0% ($5.2900044600044495e+174T)
Unknown0.0% ($1.0625000932000292e+152T)
Utilities0.0% ($1.800006500022e+122T)
Energy0.0% ($3.3800029100048e+106T)
Basic Materials0.0% ($3.0700021800094e+79T)
Communication Services0.0% ($1.315000501000431e+77T)
Consumer Defensive0.0% ($9.500071000330003e+66T)
Real Estate0.0% ($3.5000210002100017e+52T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $38.1B | 729 |
| Q3 2025 | Nov 14, 2025 | $37.9T | 714 |
| Q2 2025 | Aug 14, 2025 | $35.4T | 698 |
| Q1 2025 | May 15, 2025 | $34.3T | 678 |
| Q4 2024 | Feb 14, 2025 | $34.1T | 680 |
| Q3 2024 | Nov 14, 2024 | $33728.8T | 682 |
| Q2 2024 | Aug 14, 2024 | $31181.1T | 669 |
| Q1 2024 | May 15, 2024 | $30862.9T | 1,417 |
| Q4 2023 | Feb 13, 2024 | $28824.3T | 1,442 |
| Q3 2023 | Nov 14, 2023 | $27086.2T | 1,497 |
| Q2 2023 | Aug 14, 2023 | $27299.0T | 1,431 |
| Q1 2023 | May 15, 2023 | $26074.5T | 1,525 |
| Q4 2022 | Feb 14, 2023 | $27288.1T | 1,687 |
| Q3 2022 | Nov 14, 2022 | $23.6T | 1,640 |
| Q2 2022 | Aug 15, 2022 | $24.8T | 1,663 |
| Q1 2022 | May 16, 2022 | $30.6T | 1,678 |
| Q4 2021 | Feb 14, 2022 | $30.3T | 1,653 |
| Q3 2021 | Nov 15, 2021 | $27.1T | 1,662 |
| Q2 2021 | Aug 16, 2021 | $27.4T | 1,625 |
| Q1 2021 | May 14, 2021 | $23.2T | 1,526 |
| Q4 2020 | Feb 16, 2021 | $20.9T | 1,400 |
| Q3 2020 | Nov 12, 2020 | $19.4T | 1,399 |
| Q2 2020 | Aug 14, 2020 | $17.3T | 1,461 |
| Q1 2020 | May 6, 2020 | $15.4T | 1,447 |
| Q4 2019 | Feb 13, 2020 | $19.9T | 1,354 |
| Q3 2019 | Nov 13, 2019 | $18.2T | 1,370 |
| Q2 2019 | Aug 16, 2019 | $18.0T | 1,415 |
| Q1 2019 | Apr 12, 2019 | $17.3T | 1,443 |
| Q4 2018 | Jan 30, 2019 | $16.1T | 1,423 |
| Q3 2018 | Oct 15, 2018 | $18.8T | 1,452 |
| Q2 2018 | Aug 1, 2018 | $17.3T | 1,419 |
| Q1 2018 | Apr 20, 2018 | $17.6T | 1,437 |
| Q4 2017 | Jan 22, 2018 | $18.3T | 1,501 |
| Q3 2017 | Oct 25, 2017 | $17.5T | 1,499 |
| Q2 2017 | Jul 28, 2017 | $11.7T | 1,338 |
| Q1 2017 | Apr 24, 2017 | $16.4T | 1,457 |
| Q4 2016 | Jan 25, 2017 | $16.4T | 1,440 |
| Q3 2016 | Oct 20, 2016 | $16.4T | 1,457 |
| Q2 2016 | Jul 14, 2016 | $16.3T | 1,532 |
| Q1 2016 | Apr 22, 2016 | $16.3T | 1,469 |
Fund Information
FIRST MANHATTAN CO. LLC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $38.1B across 729 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK-B), representing 27.9% of the portfolio. Compared to the previous quarter, the fund opened 55 new positions and closed 40 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.