FIRST MANHATTAN CO. LLC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$35.4T
Holdings
698
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (698 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,337 | $10.4T | 29.50% | |
| 2 | MSFTMICROSOFT CORP | 4,432,090 | $2.2T | 6.22% | |
| 3 | KKRKKR & CO INC | 8,720,211 | $1.2T | 3.28% | |
| 4 | AAPLAPPLE INC | 5,512,294 | $1.1T | 3.19% | |
| 5 | BNBROOKFIELD CORP | 16,456,627 | $1.0T | 2.87% | |
| 6 | ORCLORACLE CORP | 4,471,665 | $977.6B | 2.76% | |
| 7 | AZOAUTOZONE INC | 256,360 | $951.7B | 2.69% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,883,307 | $914.9B | 2.58% | |
| 9 | GOOGALPHABET INC | 4,539,075 | $805.2B | 2.27% | |
| 10 | AVGOBROADCOM INC | 2,262,891 | $623.8B | 1.76% | |
| 11 | ASMLASML HOLDING N V | 710,045 | $569.0B | 1.61% | |
| 12 | AMATAPPLIED MATLS INC | 2,808,455 | $514.1B | 1.45% | |
| 13 | CRMSALESFORCE INC | 1,877,476 | $512.7B | 1.45% | |
| 14 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,004,053 | $486.7B | 1.37% | |
| 15 | VVISA INC | 1,297,120 | $460.5B | 1.30% | |
| 16 | DHRDANAHER CORPORATION | 2,222,369 | $439.7B | 1.24% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 1,390,594 | $433.8B | 1.22% | |
| 18 | AMZNAMAZON COM INC | 1,849,419 | $405.7B | 1.15% | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 956,704 | $388.3B | 1.10% | |
| 20 | TPLTEXAS PACIFIC LAND CORPORATI | 337,681 | $356.7B | 1.01% | |
| 21 | HONHONEYWELL INTL INC | 1,489,612 | $346.9B | 0.98% | |
| 22 | 4I1PHILIP MORRIS INTL INC | 1,844,373 | $338.0B | 0.95% | |
| 23 | LOWLOWES COS INC | 1,491,331 | $330.9B | 0.93% | |
| 24 | LINLINDE PLC | 675,871 | $317.1B | 0.90% | |
| 25 | NVDANVIDIA CORPORATION | 1,966,356 | $310.7B | 0.88% | |
| 26 | SPGIS&P GLOBAL INC | 578,808 | $305.2B | 0.86% | |
| 27 | GOOGLALPHABET INC | 1,681,371 | $296.3B | 0.84% | |
| 28 | VOOVANGUARD INDEX FDS | 484,180 | $275.9B | 0.78% | |
| 29 | AKXANSYS INC | 639,344 | $224.6B | 0.63% | |
| 30 | ORLYOREILLY AUTOMOTIVE INC | 2,334,528 | $210.4B | 0.59% | |
| 31 | LBLANDBRIDGE COMPANY LLC | 3,112,567 | $210.3B | 0.59% | |
| 32 | ICEINTERCONTINENTAL EXCHANGE IN | 1,122,490 | $205.9B | 0.58% | |
| 33 | CPRTCOPART INC | 3,898,319 | $191.3B | 0.54% | |
| 34 | ALLYALLY FINL INC | 4,656,498 | $181.4B | 0.51% | |
| 35 | MCDMCDONALDS CORP | 618,087 | $180.6B | 0.51% | |
| 36 | —LVMH MOET HENNESSY LOUIS VUITTON | 323,484 | $168.9B | 0.48% | |
| 37 | MDLZMONDELEZ INTL INC | 2,342,066 | $159.0B | 0.45% | |
| 38 | AXPAMERICAN EXPRESS CO | 498,437 | $159.0B | 0.45% | |
| 39 | MARMARRIOTT INTL INC NEW | 544,322 | $148.7B | 0.42% | |
| 40 | GEVGE VERNOVA INC | 272,598 | $144.2B | 0.41% | |
| 41 | ACNACCENTURE PLC IRELAND | 482,508 | $144.2B | 0.41% | |
| 42 | UNPUNION PAC CORP | 576,747 | $132.7B | 0.37% | |
| 43 | AMRZAMRIZE LTD | 2,364,164 | $117.1B | 0.33% | |
| 44 | ABBVABBVIE INC | 609,692 | $113.2B | 0.32% | |
| 45 | COFCAPITAL ONE FINL CORP | 519,289 | $110.5B | 0.31% | |
| 46 | JNJJOHNSON & JOHNSON | 720,774 | $110.1B | 0.31% | |
| 47 | METAMETA PLATFORMS INC | 143,908 | $106.2B | 0.30% | |
| 48 | MTCHMATCH GROUP INC NEW | 3,435,128 | $106.1B | 0.30% | |
| 49 | NSYNICE LTD | 623,385 | $105.3B | 0.30% | |
| 50 | TMCTMC THE METALS COMPANY INC | 15,911,899 | $105.0B | 0.30% | |
| 51 | CMCSACOMCAST CORP NEW | 2,903,151 | $103.6B | 0.29% | |
| 52 | BLBLACKLINE INC | 1,827,918 | $103.5B | 0.29% | |
| 53 | FMCXNORTHERN LTS FD TR IV | 3,035,319 | $99.8B | 0.28% | |
| 54 | SCISERVICE CORP INTL | 1,215,099 | $98.9B | 0.28% | |
| 55 | KNSLKINSALE CAP GROUP INC | 201,133 | $97.3B | 0.27% | |
| 56 | BALLBALL CORP | 1,705,428 | $95.7B | 0.27% | |
| 57 | RSPINVESCO EXCHANGE TRADED FD T | 501,600 | $91.2B | 0.26% | |
| 58 | VRTVERTIV HOLDINGS CO | 683,909 | $87.8B | 0.25% | |
| 59 | JPMJPMORGAN CHASE & CO. | 293,530 | $85.1B | 0.24% | |
| 60 | ABGCENCORA INC | 276,105 | $82.8B | 0.23% | |
| 61 | CSWCSW INDUSTRIALS INC | 280,688 | $80.5B | 0.23% | |
| 62 | KEYSKEYSIGHT TECHNOLOGIES INC | 481,722 | $78.9B | 0.22% | |
| 63 | NSRGYNESTLE SA | 774,686 | $76.9B | 0.22% | |
| 64 | AIZASSURANT INC | 385,581 | $76.1B | 0.22% | |
| 65 | KOCOCA COLA CO | 963,830 | $68.7B | 0.19% | |
| 66 | BIPBROOKFIELD INFRAST PARTNERS | 1,920,635 | $64.3B | 0.18% | |
| 67 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,162,323 | $64.2B | 0.18% | |
| 68 | POOLPOOL CORP | 215,261 | $62.7B | 0.18% | |
| 69 | INTCINTEL CORP | 2,719,324 | $60.9B | 0.17% | |
| 70 | VLTOVERALTO CORP | 514,843 | $52.0B | 0.15% | |
| 71 | GEGE AEROSPACE | 200,192 | $51.5B | 0.15% | |
| 72 | AMTAMERICAN TOWER CORP NEW | 220,868 | $49.2B | 0.14% | |
| 73 | MCOMOODYS CORP | 93,381 | $46.8B | 0.13% | |
| 74 | LLYELI LILLY & CO | 59,254 | $46.2B | 0.13% | |
| 75 | CBCHUBB LIMITED | 157,302 | $45.7B | 0.13% | |
| 76 | CRCCANADIAN NAT RES LTD | 1,404,410 | $44.7B | 0.13% | |
| 77 | SCHWSCHWAB CHARLES CORP | 459,985 | $42.0B | 0.12% | |
| 78 | INGRINGREDION INC | 293,432 | $39.8B | 0.11% | |
| 79 | HLTHILTON WORLDWIDE HLDGS INC | 149,363 | $39.8B | 0.11% | |
| 80 | PGPROCTER AND GAMBLE CO | 248,955 | $39.7B | 0.11% | |
| 81 | IQVIQVIA HLDGS INC | 244,892 | $38.6B | 0.11% | |
| 82 | SBUXSTARBUCKS CORP | 412,015 | $37.8B | 0.11% | |
| 83 | HSICHENRY SCHEIN INC | 507,917 | $37.1B | 0.10% | |
| 84 | ENBENBRIDGE INC | 799,754 | $36.2B | 0.10% | |
| 85 | NKENIKE INC | 476,489 | $34.0B | 0.10% | |
| 86 | VOVANGUARD INDEX FDS | 116,754 | $32.8B | 0.09% | |
| 87 | CHTRCHARTER COMMUNICATIONS INC N | 77,503 | $31.7B | 0.09% | |
| 88 | VIGVANGUARD SPECIALIZED FUNDS | 149,244 | $30.7B | 0.09% | |
| 89 | IBMINTERNATIONAL BUSINESS MACHS | 103,898 | $30.6B | 0.09% | |
| 90 | UBERUBER TECHNOLOGIES INC | 324,858 | $30.3B | 0.09% | |
| 91 | DWDMORGAN STANLEY | 206,573 | $29.1B | 0.08% | |
| 92 | MKLMARKEL GROUP INC | 14,459 | $28.9B | 0.08% | |
| 93 | WFCWELLS FARGO CO NEW | 357,662 | $28.7B | 0.08% | |
| 94 | DEODIAGEO PLC | 278,611 | $28.1B | 0.08% | |
| 95 | BABOEING CO | 133,034 | $27.9B | 0.08% | |
| 96 | GGGGRACO INC | 317,876 | $27.3B | 0.08% | |
| 97 | AMGNAMGEN INC | 96,400 | $26.9B | 0.08% | |
| 98 | SNASNAP ON INC | 85,386 | $26.6B | 0.08% | |
| 99 | SYKSTRYKER CORPORATION | 66,970 | $26.6B | 0.07% | |
| 100 | CNCCENTENE CORP DEL | 468,714 | $25.4B | 0.07% |
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