FIRST MANHATTAN CO. LLC. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$37.9B
Holdings
714
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (714 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,658 | $11.1T | 29197.51% | |
| 2 | MSFTMICROSOFT CORP | 4,364,610 | $2.3T | 5970.60% | |
| 3 | AAPLAPPLE INC | 5,263,575 | $1.3T | 3539.77% | |
| 4 | ORCLORACLE CORP | 4,085,835 | $1.1T | 3034.89% | |
| 5 | KKRKKR & CO INC | 8,529,603 | $1.1T | 2927.45% | |
| 6 | BNBROOKFIELD CORP | 16,132,576 | $1.1T | 2920.71% | |
| 7 | AZOAUTOZONE INC | 254,549 | $1.1T | 2884.28% | |
| 8 | GOOGALPHABET INC | 4,276,540 | $1.0T | 2750.84% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,870,443 | $940.3B | 2483.55% | |
| 10 | ASMLASML HOLDING N V | 797,590 | $772.1B | 2039.29% | |
| 11 | AVGOBROADCOM INC | 2,234,589 | $737.2B | 1947.05% | |
| 12 | CRMSALESFORCE INC | 2,230,141 | $529.3B | 1398.01% | |
| 13 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,905,109 | $492.2B | 1299.96% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 1,332,886 | $460.2B | 1215.55% | |
| 15 | DHRDANAHER CORPORATION | 2,315,877 | $459.9B | 1214.54% | |
| 16 | AMZNAMAZON COM INC | 2,082,848 | $457.3B | 1207.86% | |
| 17 | VVISA INC | 1,288,004 | $439.7B | 1161.29% | |
| 18 | AMATAPPLIED MATLS INC | 2,029,335 | $415.5B | 1097.37% | |
| 19 | GOOGLALPHABET INC | 1,656,969 | $402.8B | 1063.86% | |
| 20 | HONHONEYWELL INTL INC | 1,824,563 | $384.1B | 1014.37% | |
| 21 | NVDANVIDIA CORPORATION | 2,020,853 | $377.1B | 995.87% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 775,180 | $376.3B | 993.80% | |
| 23 | LOWLOWES COS INC | 1,477,916 | $371.4B | 980.94% | |
| 24 | SNPSSYNOPSYS INC | 680,991 | $336.0B | 887.39% | |
| 25 | LINLINDE PLC | 675,199 | $320.7B | 847.05% | |
| 26 | TPLTEXAS PACIFIC LAND CORPORATI | 337,681 | $315.3B | 832.66% | |
| 27 | SPGIS&P GLOBAL INC | 618,502 | $301.0B | 795.05% | |
| 28 | LBLANDBRIDGE COMPANY LLC | 5,531,840 | $295.1B | 779.45% | |
| 29 | VOOVANGUARD INDEX FDS | 475,327 | $291.9B | 770.96% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 1,793,731 | $291.0B | 768.58% | |
| 31 | ORLYOREILLY AUTOMOTIVE INC | 2,292,974 | $247.2B | 652.89% | |
| 32 | KNSLKINSALE CAP GROUP INC | 514,047 | $218.6B | 577.35% | |
| 33 | ICEINTERCONTINENTAL EXCHANGE IN | 1,145,180 | $192.9B | 509.57% | |
| 34 | ALLYALLY FINL INC | 4,686,176 | $183.7B | 485.16% | |
| 35 | CPRTCOPART INC | 3,971,202 | $178.6B | 471.66% | |
| 36 | MCDMCDONALDS CORP | 577,156 | $175.4B | 463.23% | |
| 37 | GEVGE VERNOVA INC | 275,727 | $169.5B | 447.78% | |
| 38 | UNPUNION PAC CORP | 711,439 | $168.2B | 444.13% | |
| 39 | AMRZAMRIZE LTD | 3,364,674 | $163.3B | 431.26% | |
| 40 | AXPAMERICAN EXPRESS CO | 489,163 | $162.5B | 429.13% | |
| 41 | MARMARRIOTT INTL INC NEW | 541,836 | $141.1B | 372.70% | |
| 42 | ABBVABBVIE INC | 606,874 | $140.5B | 371.12% | |
| 43 | MDLZMONDELEZ INTL INC | 2,187,040 | $137.7B | 363.73% | |
| 44 | —LVMH MOET HENNESSY LOUIS VUITTON | 216,605 | $132.5B | 349.84% | |
| 45 | JNJJOHNSON & JOHNSON | 686,877 | $127.4B | 336.37% | |
| 46 | MTCHMATCH GROUP INC NEW | 3,488,857 | $123.2B | 325.45% | |
| 47 | ACNACCENTURE PLC IRELAND | 480,237 | $118.4B | 312.78% | |
| 48 | METAMETA PLATFORMS INC | 157,644 | $115.8B | 305.76% | |
| 49 | COFCAPITAL ONE FINL CORP | 526,569 | $111.9B | 295.64% | |
| 50 | BLBLACKLINE INC | 2,087,998 | $110.9B | 292.83% | |
| 51 | FMCXNORTHERN LTS FD TR IV | 3,039,054 | $107.0B | 282.53% | |
| 52 | VRTVERTIV HOLDINGS CO | 690,792 | $104.2B | 275.24% | |
| 53 | TMCTMC THE METALS COMPANY INC | 15,835,449 | $100.9B | 266.41% | |
| 54 | SCISERVICE CORP INTL | 1,198,215 | $99.7B | 263.36% | |
| 55 | INTCINTEL CORP | 2,896,496 | $97.2B | 256.66% | |
| 56 | JPMJPMORGAN CHASE & CO. | 304,812 | $96.1B | 253.93% | |
| 57 | RSPINVESCO EXCHANGE TRADED FD T | 494,939 | $93.9B | 247.97% | |
| 58 | BALLBALL CORP | 1,819,999 | $91.8B | 242.36% | |
| 59 | AIZASSURANT INC | 400,450 | $86.7B | 229.08% | |
| 60 | ABGCENCORA INC | 274,412 | $85.8B | 226.51% | |
| 61 | LLYELI LILLY & CO | 111,237 | $84.9B | 224.16% | |
| 62 | POOLPOOL CORP | 247,424 | $76.7B | 202.62% | |
| 63 | NSRGYNESTLE SA | 750,288 | $68.9B | 181.85% | |
| 64 | CSWCSW INDUSTRIALS INC | 278,284 | $67.6B | 178.42% | |
| 65 | KOCOCA COLA CO | 1,008,404 | $67.4B | 177.99% | |
| 66 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,143,390 | $65.1B | 171.92% | |
| 67 | BIPBROOKFIELD INFRAST PARTNERS | 1,911,996 | $62.9B | 166.09% | |
| 68 | GEGE AEROSPACE | 203,470 | $61.3B | 161.82% | |
| 69 | KEYSKEYSIGHT TECHNOLOGIES INC | 318,152 | $55.7B | 146.98% | |
| 70 | VLTOVERALTO CORP | 516,102 | $55.1B | 145.45% | |
| 71 | CBCHUBB LIMITED | 176,704 | $50.0B | 132.14% | |
| 72 | IQVIQVIA HLDGS INC | 255,119 | $48.5B | 127.98% | |
| 73 | CMCSACOMCAST CORP NEW | 1,525,305 | $47.9B | 126.57% | |
| 74 | CRCCANADIAN NAT RES LTD | 1,449,824 | $46.9B | 123.98% | |
| 75 | MCOMOODYS CORP | 93,597 | $44.6B | 117.79% | |
| 76 | SCHWSCHWAB CHARLES CORP | 461,524 | $44.1B | 116.37% | |
| 77 | AMTAMERICAN TOWER CORP NEW | 208,822 | $40.5B | 107.01% | |
| 78 | MAMASTERCARD INCORPORATED | 69,084 | $39.3B | 103.78% | |
| 79 | ENBENBRIDGE INC | 764,611 | $38.6B | 101.91% | |
| 80 | HLTHILTON WORLDWIDE HLDGS INC | 148,633 | $38.6B | 101.84% | |
| 81 | PGPROCTER AND GAMBLE CO | 244,012 | $37.5B | 99.02% | |
| 82 | DWDMORGAN STANLEY | 223,764 | $35.6B | 93.94% | |
| 83 | INGRINGREDION INC | 290,432 | $35.5B | 93.67% | |
| 84 | UBERUBER TECHNOLOGIES INC | 347,106 | $34.0B | 89.81% | |
| 85 | NKENIKE INC | 485,068 | $34.0B | 89.77% | |
| 86 | VOVANGUARD INDEX FDS | 113,173 | $33.4B | 88.11% | |
| 87 | BABOEING CO | 150,836 | $32.6B | 85.98% | |
| 88 | NSYNICE LTD | 219,986 | $31.8B | 84.12% | |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 146,985 | $31.8B | 84.11% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 108,896 | $30.7B | 81.15% | |
| 91 | SBUXSTARBUCKS CORP | 357,237 | $30.2B | 79.82% | |
| 92 | WFCWELLS FARGO CO NEW | 347,418 | $29.1B | 76.91% | |
| 93 | BAHBOOZ ALLEN HAMILTON HLDG COR | 285,505 | $28.5B | 75.37% | |
| 94 | SNASNAP ON INC | 81,210 | $28.1B | 74.32% | |
| 95 | DEODIAGEO PLC | 289,999 | $27.7B | 73.09% | |
| 96 | SOXXISHARES TR | 100,847 | $27.3B | 72.21% | |
| 97 | AMGNAMGEN INC | 96,046 | $27.1B | 71.58% | |
| 98 | SYKSTRYKER CORPORATION | 72,469 | $26.9B | 70.92% | |
| 99 | GGGGRACO INC | 306,280 | $26.0B | 68.73% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 182,037 | $25.7B | 67.77% |
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