FIRST MANHATTAN CO. LLC. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$30.3B
Holdings
1,653
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (1,653 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19,294 | $8.7T | 28655.64% | |
| 2 | AAPLAPPLE INC | 9,910,354 | $1.8T | 5799.57% | |
| 3 | MSFTMICROSOFT CORP | 5,081,695 | $1.7T | 5632.47% | |
| 4 | BAMBROOKFIELD ASSET MGMT INC | 16,856,637 | $1.0T | 3354.29% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 1,601,777 | $804.3B | 2650.72% | |
| 6 | GOOGALPHABET INC | 266,457 | $771.0B | 2540.99% | |
| 7 | DHRDANAHER CORPORATION | 2,116,562 | $696.4B | 2294.97% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,205,285 | $659.4B | 2173.06% | |
| 9 | AZOAUTOZONE INC | 271,651 | $569.5B | 1876.81% | |
| 10 | AMZNAMAZON COM INC | 157,683 | $525.8B | 1732.73% | |
| 11 | NSRGYNESTLE S A | 3,737,421 | $524.6B | 1728.95% | |
| 12 | KKRKKR & CO INC | 6,574,028 | $489.8B | 1614.08% | |
| 13 | 0J7QIAC INTERACTIVECORP NEW | 3,707,724 | $484.6B | 1597.18% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 635,125 | $423.8B | 1396.62% | |
| 15 | METAMETA PLATFORMS INC | 1,156,329 | $388.9B | 1281.77% | |
| 16 | ORCLORACLE CORP | 4,057,898 | $353.9B | 1166.28% | |
| 17 | ACNACCENTURE PLC IRELAND | 793,980 | $329.1B | 1084.74% | |
| 18 | JNJJOHNSON & JOHNSON | 1,871,032 | $320.1B | 1054.85% | |
| 19 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,370,052 | $282.9B | 932.43% | |
| 20 | HONHONEYWELL INTL INC | 1,337,500 | $278.9B | 919.09% | |
| 21 | VVISA INC | 1,189,184 | $257.7B | 849.31% | |
| 22 | GDDYGODADDY INC | 2,982,609 | $253.1B | 834.13% | |
| 23 | CMCSACOMCAST CORP NEW | 4,902,444 | $246.7B | 813.16% | |
| 24 | GOOGLALPHABET INC | 82,513 | $239.0B | 787.79% | |
| 25 | ABBVABBVIE INC | 1,663,518 | $225.2B | 742.31% | |
| 26 | ICEINTERCONTINENTAL EXCHANGE IN | 1,593,516 | $217.9B | 718.26% | |
| 27 | NEENEXTERA ENERGY INC | 2,206,257 | $206.0B | 678.82% | |
| 28 | MCDMCDONALDS CORP | 727,891 | $195.1B | 643.06% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 2,005,252 | $190.5B | 627.81% | |
| 30 | TPLTEXAS PACIFIC LAND CORPORATI | 149,598 | $186.8B | 615.72% | |
| 31 | PYPLPAYPAL HLDGS INC | 977,422 | $184.3B | 607.45% | |
| 32 | AMTAMERICAN TOWER CORP NEW | 618,930 | $181.0B | 596.63% | |
| 33 | ORLYOREILLY AUTOMOTIVE INC | 249,694 | $176.3B | 581.15% | |
| 34 | IAA-WUSDIAA INC | 3,453,144 | $174.8B | 576.07% | |
| 35 | DPZDOMINOS PIZZA INC | 305,392 | $172.3B | 567.97% | |
| 36 | NKENIKE INC | 1,030,126 | $171.7B | 565.83% | |
| 37 | MARMARRIOTT INTL INC NEW | 1,003,881 | $165.9B | 546.68% | |
| 38 | MDLZMONDELEZ INTL INC | 2,343,128 | $155.4B | 512.05% | |
| 39 | LOWLOWES COS INC | 587,595 | $151.9B | 500.54% | |
| 40 | ALLYALLY FINL INC | 2,778,232 | $132.3B | 435.91% | |
| 41 | VMEO*VIMEO INC | 6,596,695 | $118.5B | 390.45% | |
| 42 | KOCOCA COLA CO | 1,875,368 | $111.0B | 365.95% | |
| 43 | AXPAMERICAN EXPRESS CO | 674,414 | $110.3B | 363.62% | |
| 44 | BIPBROOKFIELD INFRAST PARTNERS | 1,726,139 | $105.0B | 345.93% | |
| 45 | RTXRAYTHEON TECHNOLOGIES CORP | 1,167,370 | $100.5B | 331.09% | |
| 46 | ENQENTEGRIS INC | 580,787 | $80.5B | 265.25% | |
| 47 | COFCAPITAL ONE FINL CORP | 550,818 | $79.9B | 263.38% | |
| 48 | MTCHMATCH GROUP INC NEW | 589,705 | $78.0B | 257.02% | |
| 49 | FTVFORTIVE CORP | 996,708 | $76.0B | 250.59% | |
| 50 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,128,062 | $74.8B | 246.48% | |
| 51 | SPGIS&P GLOBAL INC | 157,491 | $74.3B | 244.94% | |
| 52 | —RECKITT BENCKISER GR | 839,805 | $73.3B | 241.68% | |
| 53 | SCISERVICE CORP INTL | 1,022,415 | $72.6B | 239.20% | |
| 54 | ENTAENANTA PHARMACEUTICALS INC | 969,736 | $72.5B | 238.99% | |
| 55 | CSWCSW INDUSTRIALS INC | 577,277 | $69.8B | 229.93% | |
| 56 | ABTABBOTT LABS | 467,434 | $65.8B | 216.81% | |
| 57 | DISDISNEY WALT CO | 420,239 | $65.1B | 214.52% | |
| 58 | PFEPFIZER INC | 1,088,634 | $64.3B | 211.86% | |
| 59 | ENBENBRIDGE INC | 1,600,496 | $62.5B | 206.13% | |
| 60 | MCOMOODYS CORP | 153,658 | $60.0B | 197.79% | |
| 61 | LSXMKUSDLIBERTY MEDIA CORP DEL | 1,128,470 | $57.4B | 189.11% | |
| 62 | IQVIQVIA HLDGS INC | 191,715 | $54.1B | 178.26% | |
| 63 | CRCCANADIAN NAT RES LTD | 1,253,467 | $53.0B | 174.53% | |
| 64 | SYKSTRYKER CORPORATION | 191,024 | $51.1B | 168.35% | |
| 65 | BUDANHEUSER BUSCH INBEV SA/NV | 839,559 | $50.8B | 167.53% | |
| 66 | USBUS BANCORP DEL | 897,454 | $50.4B | 166.13% | |
| 67 | PGPROCTER AND GAMBLE CO | 301,136 | $49.3B | 162.34% | |
| 68 | BABAALIBABA GROUP HLDG LTD | 382,310 | $45.4B | 149.67% | |
| 69 | TRVCCITIGROUP INC | 745,872 | $45.0B | 148.44% | |
| 70 | LBRDKLIBERTY BROADBAND CORP | 260,844 | $42.0B | 138.49% | |
| 71 | JPMJPMORGAN CHASE & CO | 257,343 | $40.8B | 134.30% | |
| 72 | CMECME GROUP INC | 169,504 | $38.7B | 127.62% | |
| 73 | AWCAMERICAN WTR WKS CO INC NEW | 202,761 | $38.3B | 126.20% | |
| 74 | INGRINGREDION INC | 394,024 | $38.1B | 125.49% | |
| 75 | UPSUNITED PARCEL SERVICE INC | 176,707 | $37.9B | 124.82% | |
| 76 | HLTHILTON WORLDWIDE HLDGS INC | 241,729 | $37.7B | 124.27% | |
| 77 | SCHWSCHWAB CHARLES CORP | 443,391 | $37.3B | 122.89% | |
| 78 | VOOVANGUARD INDEX FDS | 81,576 | $35.6B | 117.37% | |
| 79 | ZTOZTO EXPRESS CAYMAN INC | 1,245,803 | $35.2B | 115.86% | |
| 80 | LLYLILLY ELI & CO | 126,512 | $34.9B | 115.17% | |
| 81 | AMGNAMGEN INC | 152,371 | $34.3B | 112.97% | |
| 82 | GGGGRACO INC | 424,141 | $34.2B | 112.69% | |
| 83 | 2L9BLUEPRINT MEDICINES CORP | 315,556 | $33.8B | 111.39% | |
| 84 | UNPUNION PAC CORP | 133,985 | $33.8B | 111.24% | |
| 85 | ABGAMERISOURCEBERGEN CORP | 253,497 | $33.7B | 111.02% | |
| 86 | HOLXHOLOGIC INC | 436,200 | $33.4B | 110.06% | |
| 87 | BACVERIZON COMMUNICATIONS INC | 636,479 | $33.1B | 108.99% | |
| 88 | BABOEING CO | 161,186 | $32.4B | 106.94% | |
| 89 | VYMVANGUARD WHITEHALL FDS | 275,614 | $30.9B | 101.83% | |
| 90 | TRSTRIMAS CORP | 833,957 | $30.9B | 101.69% | |
| 91 | BKNGBOOKING HOLDINGS INC | 12,550 | $30.1B | 99.23% | |
| 92 | KMBKIMBERLY-CLARK CORP | 209,847 | $30.0B | 98.84% | |
| 93 | —AMERICAN NATIONAL GROUP INC | 153,956 | $29.1B | 95.81% | |
| 94 | WFCWELLS FARGO CO NEW | 565,014 | $27.1B | 89.34% | |
| 95 | BEPBROOKFIELD RENEWABLE PARTNER | 753,713 | $27.0B | 88.90% | |
| 96 | SNASNAP ON INC | 124,687 | $26.9B | 88.50% | |
| 97 | BSXBOSTON SCIENTIFIC CORP | 624,992 | $26.5B | 87.50% | |
| 98 | MSEXMIDDLESEX WTR CO | 219,035 | $26.3B | 86.84% | |
| 99 | PEPPEPSICO INC | 150,785 | $26.2B | 86.32% | |
| 100 | NVSNNOVARTIS AG | 297,537 | $26.0B | 85.77% |
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