FIRST MANHATTAN CO. LLC. Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$24.8T

Holdings

1,663

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,663 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
18,754$7.7T30.90%
2
AAPLAPPLE INC
9,753,415$1.3T5.36%
3
MSFTMICROSOFT CORP
5,055,761$1.3T5.22%
4
UNHUNITEDHEALTH GROUP INC
1,599,809$817.6B3.30%
5
BAMBROOKFIELD ASSET MGMT INC
16,215,384$717.5B2.89%
6
GOOGALPHABET INC
278,878$609.4B2.46%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
2,165,260$591.2B2.38%
8
AZOAUTOZONE INC
262,787$564.8B2.28%
9
DHRDANAHER CORPORATION
2,088,103$529.1B2.13%
10
NSRGYNESTLE S A
3,599,812$419.0B1.69%
11
AMZNAMAZON COM INC
3,627,312$382.4B1.54%
12
TMOTHERMO FISHER SCIENTIFIC INC
643,471$348.0B1.40%
13
KKRKKR & CO INC
6,795,422$310.0B1.25%
14
ORCLORACLE CORP
4,335,690$302.9B1.22%
15
JNJJOHNSON & JOHNSON
1,544,865$274.2B1.11%
16
0J7QIAC INTERACTIVECORP NEW
3,535,484$265.8B1.07%
17
HONHONEYWELL INTL INC
1,442,826$249.6B1.01%
18
TPLTEXAS PACIFIC LAND CORPORATI
149,108$221.9B0.89%
19
ACNACCENTURE PLC IRELAND
775,067$215.2B0.87%
20
ABBVABBVIE INC
1,401,603$214.7B0.87%
21
CMCSACOMCAST CORP NEW
5,345,261$209.2B0.84%
22
4I1PHILIP MORRIS INTL INC
1,926,196$190.2B0.77%
23
SPGIS&P GLOBAL INC
556,361$187.3B0.75%
24
KEYSKEYSIGHT TECHNOLOGIES INC
1,360,970$184.9B0.75%
25
GOOGLALPHABET INC
84,547$182.2B0.73%
26
METAMETA PLATFORMS INC
1,127,581$181.8B0.73%
27
NEENEXTERA ENERGY INC
2,310,070$178.9B0.72%
28
AMTAMERICAN TOWER CORP NEW
671,060$171.5B0.69%
29
MCDMCDONALDS CORP
696,825$169.4B0.68%
30
ICEINTERCONTINENTAL EXCHANGE IN
1,704,545$160.3B0.65%
31
ORLYOREILLY AUTOMOTIVE INC
253,505$157.4B0.63%
32
VVISA INC
788,880$155.2B0.63%
33
NKENIKE INC
1,471,536$149.3B0.60%
34
MDLZMONDELEZ INTL INC
2,291,943$142.3B0.57%
35
LOWLOWES COS INC
710,797$124.2B0.50%
36
MARMARRIOTT INTL INC NEW
842,369$114.6B0.46%
37
RTXRAYTHEON TECHNOLOGIES CORP
1,182,666$113.7B0.46%
38
KOCOCA COLA CO
1,670,334$105.1B0.42%
39
BIPBROOKFIELD INFRAST PARTNERS
2,573,436$98.4B0.40%
40
ALLYALLY FINL INC
2,856,905$95.7B0.39%
41
AXPAMERICAN EXPRESS CO
625,752$86.7B0.35%
42
ENQENTEGRIS INC
943,879$84.8B0.34%
43
DPZDOMINOS PIZZA INC
206,490$80.5B0.32%
44
MTCHMATCH GROUP INC NEW
1,160,224$78.7B0.32%
45
CPRTCOPART INC
704,165$76.5B0.31%
46
PDDPINDUODUO INC
1,197,276$74.0B0.30%
47
FMCXNORTHERN LTS FD TR IV
2,965,564$66.8B0.27%
48
ENBENBRIDGE INC
1,515,330$64.0B0.26%
49
SCISERVICE CORP INTL
914,460$63.2B0.25%
50
FTVFORTIVE CORP
1,156,182$62.9B0.25%
51
PFEPFIZER INC
1,116,007$58.5B0.24%
52
COFCAPITAL ONE FINL CORP
557,943$58.1B0.23%
53
CSWCSW INDUSTRIALS INC
560,920$57.8B0.23%
54
RECKITT BENCKISER GR
788,585$57.5B0.23%
55
IAA-WUSDIAA INC
1,668,782$54.7B0.22%
56
USBUS BANCORP DEL
1,155,595$53.2B0.21%
57
VOOVANGUARD INDEX FDS
150,652$52.3B0.21%
58
CRCCANADIAN NAT RES LTD
963,753$51.7B0.21%
59
DISDISNEY WALT CO
545,742$51.5B0.21%
60
EOLSEVOLUS INC
4,034,938$46.8B0.19%
61
IQVIQVIA HLDGS INC
210,085$45.6B0.18%
62
LLYLILLY ELI & CO
131,650$42.7B0.17%
63
MCOMOODYS CORP
156,702$42.6B0.17%
64
ABGAMERISOURCEBERGEN CORP
289,673$41.0B0.17%
65
PGPROCTER AND GAMBLE CO
286,314$40.5B0.16%
66
ARWRARROWHEAD PHARMACEUTICALS IN
1,106,662$39.0B0.16%
67
SYKSTRYKER CORPORATION
182,088$36.2B0.15%
68
AMGNAMGEN INC
151,222$36.1B0.15%
69
HOLXHOLOGIC INC
516,700$35.8B0.14%
70
BUDANHEUSER BUSCH INBEV SA/NV
654,532$35.3B0.14%
71
INGRINGREDION INC
391,276$34.5B0.14%
72
BABAALIBABA GROUP HLDG LTD
290,557$33.0B0.13%
73
LSXMKUSDLIBERTY MEDIA CORP DEL
969,725$33.0B0.13%
74
CMECME GROUP INC
160,778$32.9B0.13%
75
VMEO*VIMEO INC
5,415,852$32.6B0.13%
76
UPSUNITED PARCEL SERVICE INC
172,888$31.6B0.13%
77
JPMJPMORGAN CHASE & CO
281,559$31.5B0.13%
78
TRVCCITIGROUP INC
675,966$31.1B0.13%
79
BACVERIZON COMMUNICATIONS INC
596,915$30.3B0.12%
80
SBUXSTARBUCKS CORP
430,211$30.1B0.12%
81
UTHUNITED THERAPEUTICS CORP DEL
126,200$29.7B0.12%
82
IMCRIMMUNOCORE HLDGS PLC
795,849$29.7B0.12%
83
2L9BLUEPRINT MEDICINES CORP
587,512$29.7B0.12%
84
BILIBILIBILI INC
1,150,929$29.5B0.12%
85
AWCAMERICAN WTR WKS CO INC NEW
195,851$29.1B0.12%
86
UNPUNION PAC CORP
136,301$29.1B0.12%
87
SCHWSCHWAB CHARLES CORP
444,414$28.1B0.11%
88
BEPBROOKFIELD RENEWABLE PARTNER
777,982$27.1B0.11%
89
NTRNUTRIEN LTD
320,113$25.3B0.10%
90
ATVIEURACTIVISION BLIZZARD INC
323,368$25.2B0.10%
91
SNASNAP ON INC
124,177$24.5B0.10%
92
LBRDKLIBERTY BROADBAND CORP
224,085$23.6B0.10%
93
PEPPEPSICO INC
141,435$23.6B0.09%
94
IBMINTERNATIONAL BUSINESS MACHS
163,587$23.1B0.09%
95
MRKMERCK & CO INC
246,654$22.5B0.09%
96
GGGGRACO INC
413,978$22.4B0.09%
97
WFCWELLS FARGO CO NEW
571,987$22.4B0.09%
98
DEODIAGEO PLC
136,230$22.4B0.09%
99
BSXBOSTON SCIENTIFIC CORP
599,167$22.3B0.09%
100
VYMVANGUARD WHITEHALL FDS
217,046$22.1B0.09%
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