FIRST MANHATTAN CO. LLC. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$26074.5T
Holdings
1,525
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (1,525 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 18,452 | $8587.5T | 32.93% | |
| 2 | MSFTMICROSOFT CORP | 4,967,611 | $1429.3T | 5.48% | |
| 3 | AAPLAPPLE INC | 8,176,674 | $1344.9T | 5.16% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 1,605,889 | $755.5T | 2.90% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,119,397 | $654.4T | 2.51% | |
| 6 | AZOAUTOZONE INC | 248,335 | $610.4T | 2.34% | |
| 7 | GOOGALPHABET INC | 5,574,373 | $579.5T | 2.22% | |
| 8 | BNBROOKFIELD CORP | 17,760,055 | $576.6T | 2.21% | |
| 9 | DHRDANAHER CORPORATION | 2,072,477 | $522.1T | 2.00% | |
| 10 | ORCLORACLE CORP | 4,988,019 | $460.4T | 1.77% | |
| 11 | NSRGYNESTLE S A | 3,616,410 | $440.1T | 1.69% | |
| 12 | KKRKKR & CO INC | 8,407,554 | $436.7T | 1.67% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 724,844 | $417.8T | 1.60% | |
| 14 | HONHONEYWELL INTL INC | 1,415,316 | $269.3T | 1.03% | |
| 15 | VVISA INC | 1,089,276 | $245.5T | 0.94% | |
| 16 | TPLTEXAS PACIFIC LAND CORPORATI | 144,053 | $245.0T | 0.94% | |
| 17 | LOWLOWES COS INC | 1,223,493 | $244.7T | 0.94% | |
| 18 | SPGIS&P GLOBAL INC | 691,261 | $237.2T | 0.91% | |
| 19 | LINLINDE PLC | 647,350 | $226.8T | 0.87% | |
| 20 | ACNACCENTURE PLC IRELAND | 758,975 | $216.9T | 0.83% | |
| 21 | JNJJOHNSON & JOHNSON | 1,385,454 | $214.7T | 0.82% | |
| 22 | AMZNAMAZON COM INC | 2,064,478 | $213.2T | 0.82% | |
| 23 | ABBVABBVIE INC | 1,254,949 | $200.0T | 0.77% | |
| 24 | ORLYOREILLY AUTOMOTIVE INC | 227,950 | $190.0T | 0.73% | |
| 25 | NKENIKE INC | 1,541,124 | $189.0T | 0.72% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 1,860,180 | $180.9T | 0.69% | |
| 27 | CMCSACOMCAST CORP NEW | 4,751,703 | $179.6T | 0.69% | |
| 28 | GOOGLALPHABET INC | 1,727,732 | $178.6T | 0.69% | |
| 29 | ICEINTERCONTINENTAL EXCHANGE IN | 1,695,309 | $176.8T | 0.68% | |
| 30 | MCDMCDONALDS CORP | 622,662 | $173.0T | 0.66% | |
| 31 | NEENEXTERA ENERGY INC | 2,232,134 | $172.1T | 0.66% | |
| 32 | AMTAMERICAN TOWER CORP NEW | 811,991 | $165.9T | 0.64% | |
| 33 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,018,943 | $162.5T | 0.62% | |
| 34 | MDLZMONDELEZ INTL INC | 2,204,100 | $153.7T | 0.59% | |
| 35 | ASMLASML HOLDING N V | 215,654 | $146.8T | 0.56% | |
| 36 | ENQENTEGRIS INC | 1,775,315 | $143.1T | 0.55% | |
| 37 | CPRTCOPART INC | 1,726,643 | $129.9T | 0.50% | |
| 38 | MARMARRIOTT INTL INC NEW | 702,348 | $116.6T | 0.45% | |
| 39 | ATVIEURACTIVISION BLIZZARD INC | 1,320,392 | $110.4T | 0.42% | |
| 40 | 0J7QIAC INC | 2,123,640 | $108.4T | 0.42% | |
| 41 | RTXRAYTHEON TECHNOLOGIES CORP | 1,085,111 | $106.3T | 0.41% | |
| 42 | KOCOCA COLA CO | 1,544,090 | $95.8T | 0.37% | |
| 43 | AXPAMERICAN EXPRESS CO | 574,993 | $94.8T | 0.36% | |
| 44 | BIPBROOKFIELD INFRAST PARTNERS | 2,359,040 | $79.7T | 0.31% | |
| 45 | FTVFORTIVE CORP | 1,159,103 | $79.0T | 0.30% | |
| 46 | USBUS BANCORP DEL | 2,184,183 | $78.7T | 0.30% | |
| 47 | ALLYALLY FINL INC | 2,881,731 | $73.5T | 0.28% | |
| 48 | CSWCSW INDUSTRIALS INC | 508,548 | $70.7T | 0.27% | |
| 49 | FMCXNORTHERN LTS FD TR IV | 3,003,769 | $69.0T | 0.26% | |
| 50 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,971,913 | $64.0T | 0.25% | |
| 51 | SCISERVICE CORP INTL | 901,432 | $62.0T | 0.24% | |
| 52 | PDDPDD HOLDINGS INC | 811,094 | $61.6T | 0.24% | |
| 53 | VOOVANGUARD INDEX FDS | 156,767 | $59.0T | 0.23% | |
| 54 | ENBENBRIDGE INC | 1,430,931 | $54.6T | 0.21% | |
| 55 | —RECKITT BENCKISER GR | 718,122 | $54.6T | 0.21% | |
| 56 | SYKSTRYKER CORPORATION | 189,179 | $54.0T | 0.21% | |
| 57 | COFCAPITAL ONE FINL CORP | 540,298 | $52.0T | 0.20% | |
| 58 | CRCCANADIAN NAT RES LTD | 887,150 | $49.1T | 0.19% | |
| 59 | DISDISNEY WALT CO | 467,730 | $46.8T | 0.18% | |
| 60 | PFEPFIZER INC | 1,075,938 | $43.9T | 0.17% | |
| 61 | MCOMOODYS CORP | 141,496 | $43.3T | 0.17% | |
| 62 | HOLXHOLOGIC INC | 516,700 | $41.7T | 0.16% | |
| 63 | ABGAMERISOURCEBERGEN CORP | 257,759 | $41.3T | 0.16% | |
| 64 | PGPROCTER AND GAMBLE CO | 271,898 | $39.8T | 0.15% | |
| 65 | UNPUNION PAC CORP | 192,450 | $38.7T | 0.15% | |
| 66 | PNCPNC FINL SVCS GROUP INC | 303,406 | $38.6T | 0.15% | |
| 67 | IQVIQVIA HLDGS INC | 190,281 | $37.8T | 0.15% | |
| 68 | BUDANHEUSER BUSCH INBEV SA/NV | 556,049 | $37.1T | 0.14% | |
| 69 | METAMETA PLATFORMS INC | 173,241 | $36.7T | 0.14% | |
| 70 | INGRINGREDION INC | 360,845 | $36.7T | 0.14% | |
| 71 | JPMJPMORGAN CHASE & CO | 274,482 | $35.6T | 0.14% | |
| 72 | SBUXSTARBUCKS CORP | 354,039 | $34.1T | 0.13% | |
| 73 | EOLSEVOLUS INC | 4,016,138 | $34.0T | 0.13% | |
| 74 | CHTRCHARTER COMMUNICATIONS INC N | 91,260 | $32.6T | 0.13% | |
| 75 | AMGNAMGEN INC | 135,808 | $32.3T | 0.12% | |
| 76 | MTCHMATCH GROUP INC NEW | 835,037 | $32.1T | 0.12% | |
| 77 | UPSUNITED PARCEL SERVICE INC | 162,613 | $31.5T | 0.12% | |
| 78 | UTHUNITED THERAPEUTICS CORP DEL | 139,400 | $31.2T | 0.12% | |
| 79 | IMCRIMMUNOCORE HLDGS PLC | 613,749 | $30.3T | 0.12% | |
| 80 | BSXBOSTON SCIENTIFIC CORP | 600,217 | $30.0T | 0.12% | |
| 81 | LLYLILLY ELI & CO | 84,320 | $29.0T | 0.11% | |
| 82 | BILIBILIBILI INC | 1,231,794 | $28.9T | 0.11% | |
| 83 | SNASNAP ON INC | 117,198 | $28.9T | 0.11% | |
| 84 | AWCAMERICAN WTR WKS CO INC NEW | 193,301 | $28.3T | 0.11% | |
| 85 | GGGGRACO INC | 395,807 | $26.6T | 0.10% | |
| 86 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,025,654 | $26.1T | 0.10% | |
| 87 | HLTHILTON WORLDWIDE HLDGS INC | 181,641 | $25.6T | 0.10% | |
| 88 | PEPPEPSICO INC | 139,929 | $25.5T | 0.10% | |
| 89 | DEODIAGEO PLC | 151,751 | $25.4T | 0.10% | |
| 90 | SCHWSCHWAB CHARLES CORP | 478,095 | $25.0T | 0.10% | |
| 91 | MRKMERCK & CO INC | 229,063 | $24.4T | 0.09% | |
| 92 | XOMEXXON MOBIL CORP | 217,526 | $23.9T | 0.09% | |
| 93 | NTRNUTRIEN LTD | 317,900 | $23.3T | 0.09% | |
| 94 | VYMVANGUARD WHITEHALL FDS | 218,252 | $23.0T | 0.09% | |
| 95 | NSYNICE LTD | 111,229 | $22.3T | 0.09% | |
| 96 | ABTABBOTT LABS | 217,944 | $22.1T | 0.08% | |
| 97 | BEPBROOKFIELD RENEWABLE PARTNER | 672,308 | $21.2T | 0.08% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 158,281 | $20.7T | 0.08% | |
| 99 | WFCWELLS FARGO CO NEW | 518,565 | $19.4T | 0.07% | |
| 100 | CMCCOMMERCIAL METALS CO | 393,584 | $19.2T | 0.07% |
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