FIRST MANHATTAN CO. LLC. Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$23.6T

Holdings

1,640

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (1,640 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
18,729$7.6T32.22%
2
AAPLAPPLE INC
9,371,741$1.3T5.47%
3
MSFTMICROSOFT CORP
5,044,728$1.2T4.96%
4
UNHUNITEDHEALTH GROUP INC
1,542,794$775.3B3.28%
5
BAMBROOKFIELD ASSET MGMT INC
16,078,114$654.3B2.77%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
2,132,195$569.3B2.41%
7
AZOAUTOZONE INC
258,600$553.9B2.35%
8
DHRDANAHER CORPORATION
2,092,422$540.1B2.29%
9
GOOGALPHABET INC
5,503,196$528.6B2.24%
10
NSRGYNESTLE S A
3,589,740$386.3B1.64%
11
AMZNAMAZON COM INC
3,329,796$376.3B1.59%
12
TMOTHERMO FISHER SCIENTIFIC INC
638,997$322.5B1.37%
13
KKRKKR & CO INC
6,953,954$294.4B1.25%
14
ORCLORACLE CORP
4,468,313$272.9B1.16%
15
TPLTEXAS PACIFIC LAND CORPORATI
148,858$264.6B1.12%
16
JNJJOHNSON & JOHNSON
1,494,808$244.2B1.03%
17
HONHONEYWELL INTL INC
1,460,730$242.8B1.03%
18
KEYSKEYSIGHT TECHNOLOGIES INC
1,366,098$212.0B0.90%
19
ACNACCENTURE PLC IRELAND
775,159$199.4B0.84%
20
SPGIS&P GLOBAL INC
614,704$186.8B0.79%
21
ABBVABBVIE INC
1,340,065$179.8B0.76%
22
NEENEXTERA ENERGY INC
2,270,376$178.0B0.75%
23
0J7QIAC INC
3,245,568$178.0B0.75%
24
ORLYOREILLY AUTOMOTIVE INC
248,806$172.1B0.73%
25
ENQENTEGRIS INC
2,041,061$166.5B0.70%
26
AMTAMERICAN TOWER CORP NEW
752,129$161.5B0.68%
27
GOOGLALPHABET INC
1,701,245$160.8B0.68%
28
MCDMCDONALDS CORP
692,850$157.5B0.67%
29
ICEINTERCONTINENTAL EXCHANGE IN
1,717,155$155.1B0.66%
30
4I1PHILIP MORRIS INTL INC
1,867,740$155.0B0.66%
31
NKENIKE INC
1,710,904$141.3B0.60%
32
VVISA INC
788,698$140.0B0.59%
33
LOWLOWES COS INC
744,710$139.9B0.59%
34
CMCSACOMCAST CORP NEW
4,757,481$139.1B0.59%
35
LINLINDE PLC
482,439$126.5B0.54%
36
MDLZMONDELEZ INTL INC
2,253,857$123.6B0.52%
37
MARMARRIOTT INTL INC NEW
819,954$114.9B0.49%
38
METAMETA PLATFORMS INC
795,691$108.0B0.46%
39
RTXRAYTHEON TECHNOLOGIES CORP
1,155,340$94.6B0.40%
40
KOCOCA COLA CO
1,653,824$92.6B0.39%
41
BIPBROOKFIELD INFRAST PARTNERS
2,563,972$92.0B0.39%
42
CPRTCOPART INC
858,835$91.4B0.39%
43
AXPAMERICAN EXPRESS CO
612,771$82.7B0.35%
44
ALLYALLY FINL INC
2,777,300$77.3B0.33%
45
PDDPINDUODUO INC
1,133,250$70.9B0.30%
46
CSWCSW INDUSTRIALS INC
557,213$66.8B0.28%
47
FTVFORTIVE CORP
1,143,892$66.7B0.28%
48
FMCXNORTHERN LTS FD TR IV
2,982,642$62.8B0.27%
49
ENBENBRIDGE INC
1,496,762$55.5B0.24%
50
MTCHMATCH GROUP INC NEW
1,156,139$54.3B0.23%
51
SCISERVICE CORP INTL
907,380$52.4B0.22%
52
DISDISNEY WALT CO
542,651$51.2B0.22%
53
RECKITT BENCKISER GR
777,538$50.8B0.22%
54
USBUS BANCORP DEL
1,240,325$50.0B0.21%
55
VOOVANGUARD INDEX FDS
152,303$50.0B0.21%
56
DPZDOMINOS PIZZA INC
160,376$49.7B0.21%
57
PFEPFIZER INC
1,124,590$49.2B0.21%
58
COFCAPITAL ONE FINL CORP
532,901$49.1B0.21%
59
CRCCANADIAN NAT RES LTD
971,316$45.2B0.19%
60
LLYLILLY ELI & CO
121,148$39.2B0.17%
61
UTHUNITED THERAPEUTICS CORP DEL
183,400$38.4B0.16%
62
ABGAMERISOURCEBERGEN CORP
280,746$38.0B0.16%
63
IMCRIMMUNOCORE HLDGS PLC
795,849$37.4B0.16%
64
IQVIQVIA HLDGS INC
201,821$36.6B0.15%
65
ARWRARROWHEAD PHARMACEUTICALS IN
1,105,587$36.5B0.15%
66
SYKSTRYKER CORPORATION
176,416$35.7B0.15%
67
MCOMOODYS CORP
145,238$35.3B0.15%
68
PGPROCTER AND GAMBLE CO
280,766$34.9B0.15%
69
HOLXHOLOGIC INC
516,700$33.3B0.14%
70
EOLSEVOLUS INC
4,034,938$32.5B0.14%
71
SCHWSCHWAB CHARLES CORP
444,317$31.9B0.14%
72
AMGNAMGEN INC
144,260$31.9B0.14%
73
SBUXSTARBUCKS CORP
412,411$31.9B0.13%
74
INGRINGREDION INC
374,656$30.2B0.13%
75
JPMJPMORGAN CHASE & CO
280,604$29.2B0.12%
76
BUDANHEUSER BUSCH INBEV SA/NV
635,612$28.7B0.12%
77
UPSUNITED PARCEL SERVICE INC
171,371$27.7B0.12%
78
CMECME GROUP INC
155,465$27.5B0.12%
79
TRVCCITIGROUP INC
659,952$27.5B0.12%
80
UNPUNION PAC CORP
137,132$26.7B0.11%
81
NTRNUTRIEN LTD
319,311$26.4B0.11%
82
AWCAMERICAN WTR WKS CO INC NEW
195,299$25.4B0.11%
83
LSXMKUSDLIBERTY MEDIA CORP DEL
694,862$24.9B0.11%
84
BEPBROOKFIELD RENEWABLE PARTNER
777,772$24.3B0.10%
85
SNASNAP ON INC
120,547$24.3B0.10%
86
HLTHILTON WORLDWIDE HLDGS INC
197,212$23.8B0.10%
87
ATVIEURACTIVISION BLIZZARD INC
316,677$23.5B0.10%
88
BSXBOSTON SCIENTIFIC CORP
603,317$23.4B0.10%
89
WFCWELLS FARGO CO NEW
571,061$23.0B0.10%
90
BCRXBIOCRYST PHARMACEUTICALS INC
1,805,072$22.7B0.10%
91
PEPPEPSICO INC
138,980$22.7B0.10%
92
TFXTELEFLEX INCORPORATED
111,945$22.6B0.10%
93
GGGGRACO INC
405,728$22.2B0.09%
94
DEODIAGEO PLC
136,020$21.8B0.09%
95
VYMVANGUARD WHITEHALL FDS
218,377$20.7B0.09%
96
MRKMERCK & CO INC
238,743$20.6B0.09%
97
XOMEXXON MOBIL CORP
229,544$20.0B0.08%
98
TRSTRIMAS CORP
786,749$19.7B0.08%
99
IBMINTERNATIONAL BUSINESS MACHS
165,954$19.7B0.08%
100
ABTABBOTT LABS
201,431$19.5B0.08%
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