FIRST MANHATTAN CO. LLC. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$34.1T
Holdings
680
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (680 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14,801 | $10.1T | 29.58% | |
| 2 | MSFTMICROSOFT CORP | 4,431,634 | $1.9T | 5.50% | |
| 3 | AAPLAPPLE INC | 6,533,184 | $1.6T | 4.80% | |
| 4 | KKRKKR & CO INC | 8,392,141 | $1.2T | 3.66% | |
| 5 | GOOGALPHABET INC | 5,403,304 | $1.0T | 3.03% | |
| 6 | BNBROOKFIELD CORP | 16,907,751 | $973.0B | 2.85% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,906,454 | $868.7B | 2.55% | |
| 8 | ORCLORACLE CORP | 5,101,222 | $855.4B | 2.51% | |
| 9 | AZOAUTOZONE INC | 258,324 | $829.5B | 2.43% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 1,522,998 | $770.6B | 2.26% | |
| 11 | AVGOBROADCOM INC | 2,309,118 | $540.3B | 1.58% | |
| 12 | CRMSALESFORCE INC | 1,558,586 | $527.8B | 1.55% | |
| 13 | AMATAPPLIED MATLS INC | 2,863,881 | $467.4B | 1.37% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 891,321 | $464.0B | 1.36% | |
| 15 | DHRDANAHER CORPORATION | 1,904,106 | $437.9B | 1.28% | |
| 16 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,250,602 | $417.7B | 1.23% | |
| 17 | VVISA INC | 1,253,658 | $399.5B | 1.17% | |
| 18 | TPLTEXAS PACIFIC LAND CORPORATI | 338,032 | $373.8B | 1.10% | |
| 19 | GOOGLALPHABET INC | 1,948,857 | $370.4B | 1.09% | |
| 20 | LOWLOWES COS INC | 1,399,457 | $350.0B | 1.03% | |
| 21 | HONHONEYWELL INTL INC | 1,386,365 | $316.1B | 0.93% | |
| 22 | SPGIS&P GLOBAL INC | 629,877 | $315.9B | 0.93% | |
| 23 | ASMLASML HOLDING N V | 439,890 | $307.4B | 0.90% | |
| 24 | AMZNAMAZON COM INC | 1,283,109 | $281.5B | 0.83% | |
| 25 | VOOVANGUARD INDEX FDS | 487,817 | $262.8B | 0.77% | |
| 26 | LINLINDE PLC | 607,856 | $258.2B | 0.76% | |
| 27 | ACNACCENTURE PLC IRELAND | 673,420 | $236.9B | 0.69% | |
| 28 | ORLYOREILLY AUTOMOTIVE INC | 189,993 | $229.4B | 0.67% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 1,872,284 | $228.7B | 0.67% | |
| 30 | CPRTCOPART INC | 3,901,983 | $223.9B | 0.66% | |
| 31 | NVDANVIDIA CORPORATION | 1,647,027 | $221.8B | 0.65% | |
| 32 | —LVMH Moet Hennessy Louis Vuitton SE | 310,192 | $204.1B | 0.60% | |
| 33 | MCDMCDONALDS CORP | 654,476 | $190.1B | 0.56% | |
| 34 | LBLANDBRIDGE COMPANY LLC | 2,713,506 | $175.3B | 0.51% | |
| 35 | ICEINTERCONTINENTAL EXCHANGE IN | 1,144,827 | $170.8B | 0.50% | |
| 36 | AZPN1USDASPEN TECHNOLOGY INC | 674,006 | $170.5B | 0.50% | |
| 37 | AXPAMERICAN EXPRESS CO | 540,679 | $164.4B | 0.48% | |
| 38 | ALLYALLY FINL INC | 4,226,639 | $153.8B | 0.45% | |
| 39 | MARMARRIOTT INTL INC NEW | 550,141 | $153.5B | 0.45% | |
| 40 | CMCSACOMCAST CORP NEW | 3,942,227 | $148.4B | 0.44% | |
| 41 | MDLZMONDELEZ INTL INC | 2,383,607 | $144.7B | 0.42% | |
| 42 | KEYSKEYSIGHT TECHNOLOGIES INC | 897,299 | $144.1B | 0.42% | |
| 43 | NEENEXTERA ENERGY INC | 1,893,661 | $135.8B | 0.40% | |
| 44 | JNJJOHNSON & JOHNSON | 858,038 | $125.4B | 0.37% | |
| 45 | MTCHMATCH GROUP INC NEW | 3,466,894 | $113.4B | 0.33% | |
| 46 | ABBVABBVIE INC | 606,933 | $107.9B | 0.32% | |
| 47 | CSWCSW INDUSTRIALS INC | 296,670 | $104.8B | 0.31% | |
| 48 | FTVFORTIVE CORP | 1,391,075 | $104.3B | 0.31% | |
| 49 | NSRGYNestle S.A. Sponsored ADR | 1,216,892 | $99.4B | 0.29% | |
| 50 | SCISERVICE CORP INTL | 1,217,354 | $97.3B | 0.29% | |
| 51 | COFCAPITAL ONE FINL CORP | 541,922 | $96.6B | 0.28% | |
| 52 | FMCXNORTHERN LTS FD TR IV | 3,041,497 | $94.4B | 0.28% | |
| 53 | UNPUNION PAC CORP | 381,074 | $88.3B | 0.26% | |
| 54 | NSYNICE LTD | 488,520 | $86.8B | 0.25% | |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 489,234 | $85.7B | 0.25% | |
| 56 | MKLMARKEL GROUP INC | 49,041 | $84.7B | 0.25% | |
| 57 | AIZASSURANT INC | 394,044 | $84.0B | 0.25% | |
| 58 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,238,866 | $67.6B | 0.20% | |
| 59 | BALLBALL CORP | 1,196,075 | $65.9B | 0.19% | |
| 60 | BIPBROOKFIELD INFRAST PARTNERS | 2,035,266 | $64.8B | 0.19% | |
| 61 | METAMETA PLATFORMS INC | 104,436 | $61.3B | 0.18% | |
| 62 | ABGCENCORA INC | 265,783 | $59.7B | 0.18% | |
| 63 | USBUS BANCORP DEL | 1,193,002 | $59.3B | 0.17% | |
| 64 | VLTOVERALTO CORP | 533,703 | $58.1B | 0.17% | |
| 65 | NKENIKE INC | 692,551 | $56.2B | 0.16% | |
| 66 | JPMJPMORGAN CHASE & CO. | 230,031 | $55.1B | 0.16% | |
| 67 | KOCOCA COLA CO | 879,875 | $54.8B | 0.16% | |
| 68 | MCOMOODYS CORP | 98,757 | $46.7B | 0.14% | |
| 69 | VRTVERTIV HOLDINGS CO | 396,259 | $46.5B | 0.14% | |
| 70 | LLYELI LILLY & CO | 58,199 | $45.1B | 0.13% | |
| 71 | CRCCANADIAN NAT RES LTD | 1,419,735 | $44.4B | 0.13% | |
| 72 | PGPROCTER AND GAMBLE CO | 252,805 | $43.5B | 0.13% | |
| 73 | AMTAMERICAN TOWER CORP NEW | 210,268 | $41.9B | 0.12% | |
| 74 | INGRINGREDION INC | 297,636 | $41.1B | 0.12% | |
| 75 | IQVIQVIA HLDGS INC | 205,551 | $40.4B | 0.12% | |
| 76 | HLTHILTON WORLDWIDE HLDGS INC | 158,740 | $39.2B | 0.12% | |
| 77 | ENBENBRIDGE INC | 898,079 | $38.1B | 0.11% | |
| 78 | CBCHUBB LIMITED | 125,364 | $37.6B | 0.11% | |
| 79 | GEGE AEROSPACE | 191,174 | $36.8B | 0.11% | |
| 80 | SCHWSCHWAB CHARLES CORP | 461,797 | $34.2B | 0.10% | |
| 81 | DEODIAGEO PLC | 242,167 | $32.3B | 0.09% | |
| 82 | SBUXSTARBUCKS CORP | 335,279 | $31.7B | 0.09% | |
| 83 | CHTRCHARTER COMMUNICATIONS INC N | 91,829 | $31.5B | 0.09% | |
| 84 | DISDISNEY WALT CO | 268,316 | $31.1B | 0.09% | |
| 85 | BABOEING CO | 172,060 | $30.5B | 0.09% | |
| 86 | VIGVANGUARD SPECIALIZED FUNDS | 149,253 | $29.2B | 0.09% | |
| 87 | SNASNAP ON INC | 85,681 | $29.1B | 0.09% | |
| 88 | INTCINTEL CORP | 1,447,563 | $29.0B | 0.09% | |
| 89 | VOVANGUARD INDEX FDS | 109,411 | $28.9B | 0.08% | |
| 90 | WFCWELLS FARGO CO NEW | 381,335 | $27.5B | 0.08% | |
| 91 | GGGGRACO INC | 323,709 | $27.3B | 0.08% | |
| 92 | AMGNAMGEN INC | 101,750 | $26.5B | 0.08% | |
| 93 | SYKSTRYKER CORPORATION | 68,264 | $24.6B | 0.07% | |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 110,426 | $24.3B | 0.07% | |
| 95 | VHTVANGUARD WORLD FD | 92,057 | $23.4B | 0.07% | |
| 96 | VYMVANGUARD WHITEHALL FDS | 181,982 | $23.2B | 0.07% | |
| 97 | DEIDOUGLAS EMMETT INC | 1,157,256 | $21.7B | 0.06% | |
| 98 | XOMEXXON MOBIL CORP | 200,022 | $21.5B | 0.06% | |
| 99 | SOXXISHARES TR | 99,786 | $21.5B | 0.06% | |
| 100 | GTESGATES INDL CORP PLC | 1,043,783 | $21.5B | 0.06% |
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