First Manhattan Co. LLC.
Net seller this quarter
$39.2B
611
-$543M
52.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.A | $10.3B | 26.34% | Not reported | -1.2% | Q2 2013 |
 MSFT | $1.62B | 4.13% | 0.06% | -0.6% | Q2 2013 |
 ASML | $1.43B | 3.64% | 0.19% | -4.8% | Q4 2017 |
 AAPL | $1.43B | 3.64% | 0.03% | -1.6% | Q2 2013 |
 GOOG | $1.39B | 3.54% | Not reported | -3.0% | Q4 2015 |
 BN | $964M | 2.46% | Not reported | -2.8% | Q4 2022 |
 AMAT | $897M | 2.29% | 0.16% | -17.6% | Q2 2013 |
| BRK.B | $890M | 2.27% | Not reported | -1.4% | Q2 2013 |
 KKR | $864M | 2.20% | 1.05% | +0.2% | Q4 2014 |
 AZO | $838M | 2.14% | 1.61% | +0.1% | Q2 2013 |
 AVGO | $812M | 2.07% | 0.05% | -1.5% | Q4 2017 |
 AMZN | $778M | 1.98% | 0.03% | +0.2% | Q2 2013 |
 INTC | $648M | 1.65% | 0.09% | -18.5% | Q2 2013 |
 V | $577M | 1.47% | 0.09% | +8.6% | Q2 2013 |
| LB | $561M | 1.43% | 30.46% | +0.4% | Q2 2024 |
 ORCL | $553M | 1.41% | 0.13% | -4.3% | Q2 2013 |
| GOOGL | $529M | 1.35% | 0.01% | -2.5% | Q4 2015 |
 NVDA | $507M | 1.29% | 0.01% | -0.4% | Q2 2015 |
 TPL | $466M | 1.19% | 1.54% | +0.2% | Q2 2013 |
 DHR | $429M | 1.09% | 0.32% | -3.9% | Q2 2013 |
 TMO | $422M | 1.08% | 0.23% | +9.7% | Q2 2013 |
 SPGI | $421M | 1.07% | 0.35% | -1.2% | Q2 2016 |
 HON | $416M | 1.06% | 0.59% | +87.6% | Q2 2013 |
 HONA | $415M | 1.06% | Not reported | +89.4% | Q2 2026 |
 SNPS | $383M | 0.98% | 0.45% | +1.2% | Q1 2020 |
 UNH | $361M | 0.92% | 0.10% | -15.6% | Q2 2013 |
 LIN | $352M | 0.90% | 0.15% | -4.8% | Q4 2018 |
 PM | $322M | 0.82% | 0.11% | -0.4% | Q2 2013 |
 GEV | $318M | 0.81% | 0.10% | -1.0% | Q2 2024 |
 LOW | $290M | 0.74% | 0.23% | -5.9% | Q2 2013 |
 CRM | $273M | 0.70% | 0.21% | -34.2% | Q4 2014 |
 TTWO | $254M | 0.65% | 0.54% | +0.4% | Q2 2013 |
 UBER | $248M | 0.63% | 0.17% | +446.2% | Q1 2020 |
 ALLY | $206M | 0.52% | 1.47% | -2.3% | Q1 2015 |
 ORLY | $204M | 0.52% | 0.27% | -2.4% | Q2 2013 |
 MAR | $196M | 0.50% | 0.20% | -1.7% | Q2 2013 |
 BKNG | $194M | 0.49% | 0.14% | +5.8% | Q1 2018 |
 JNJ | $179M | 0.46% | 0.03% | -0.7% | Q2 2013 |
 UNP | $176M | 0.45% | 0.11% | -1.3% | Q2 2013 |
 CSL | $170M | 0.43% | 1.18% | +5.6% | Q4 2014 |
 AMRZ | $168M | 0.43% | 0.57% | -20.1% | Q2 2025 |
 AXP | $153M | 0.39% | 0.07% | -1.3% | Q2 2013 |
 ABBV | $150M | 0.38% | 0.03% | -1.7% | Q2 2013 |
 GE | $144M | 0.37% | 0.04% | +100.2% | Q3 2021 |
 MCD | $140M | 0.36% | 0.07% | -3.9% | Q2 2013 |
 MTCH | $140M | 0.36% | 1.60% | -0.5% | Q4 2016 |
 VRT | $129M | 0.33% | 0.10% | -30.2% | Q1 2024 |
 BALL | $128M | 0.33% | 0.77% | +1.1% | Q2 2013 |
 AIZ | $109M | 0.28% | 0.82% | -0.7% | Q2 2013 |
 COF | $108M | 0.27% | 0.09% | -0.1% | Q2 2013 |
| Q1 2026 | |||||
| BRK.A | $10B | 27.82% | Not reported | -0.8% | Q2 2013 |
| MSFT | $1.62B | 4.49% | 0.06% | +0.3% | Q2 2013 |
| AAPL | $1.27B | 3.53% | 0.03% | -3.0% | Q2 2013 |
| GOOG | $1.16B | 3.22% | Not reported | -3.3% | Q4 2015 |
| ASML | $996M | 2.76% | 0.20% | -4.8% | Q4 2017 |
| BN | $940M | 2.61% | Not reported | -2.2% | Q4 2022 |
| AZO | $884M | 2.45% | 1.59% | +0.2% | Q2 2013 |
| KKR | $869M | 2.41% | 1.06% | +9.3% | Q4 2014 |
| BRK.B | $864M | 2.40% | Not reported | -2.8% | Q2 2013 |
| AMZN | $678M | 1.88% | 0.03% | +52.6% | Q2 2013 |
| AVGO | $676M | 1.87% | 0.05% | -1.3% | Q4 2017 |
| ORCL | $580M | 1.61% | 0.14% | -1.1% | Q2 2013 |
| AMAT | $515M | 1.43% | 0.19% | -20.2% | Q2 2013 |
| TPL | $504M | 1.40% | 1.54% | +4.9% | Q2 2013 |
| CRM | $494M | 1.37% | 0.29% | -0.8% | Q4 2014 |
| LB | $487M | 1.35% | 30.35% | +2.9% | Q2 2024 |
| V | $468M | 1.30% | 0.08% | +19.2% | Q2 2013 |
| HON | $448M | 1.24% | 0.31% | +3.7% | Q2 2013 |
| SPGI | $445M | 1.23% | 0.35% | +64.9% | Q2 2016 |
| DHR | $444M | 1.23% | 0.33% | +1.3% | Q2 2013 |
| NVDA | $444M | 1.23% | 0.01% | +25.1% | Q2 2015 |
| GOOGL | $436M | 1.21% | 0.01% | -5.4% | Q4 2015 |
| TMO | $377M | 1.05% | 0.21% | -0.2% | Q2 2013 |
| LIN | $353M | 0.98% | 0.15% | -1.2% | Q4 2018 |
| SNPS | $336M | 0.93% | 0.44% | +8.2% | Q1 2020 |
| LOW | $331M | 0.92% | 0.25% | -6.6% | Q2 2013 |
 BSX | $308M | 0.85% | 0.33% | +161.0% | Q2 2013 |
| PM | $296M | 0.82% | 0.11% | -2.2% | Q2 2013 |
| UNH | $278M | 0.77% | 0.11% | -24.1% | Q2 2013 |
| INTC | $251M | 0.70% | 0.11% | +93.3% | Q2 2013 |
| GEV | $239M | 0.66% | 0.10% | -1.0% | Q2 2024 |
| AMRZ | $221M | 0.61% | 0.71% | -2.5% | Q2 2025 |
 KNSL | $210M | 0.58% | 2.67% | +0.2% | Q4 2024 |
| ORLY | $209M | 0.58% | 0.27% | -0.7% | Q2 2013 |
| TTWO | $200M | 0.55% | 0.55% | -40.0% | Q2 2013 |
| ALLY | $180M | 0.50% | 1.49% | -2.3% | Q1 2015 |
| MAR | $176M | 0.49% | 0.20% | -0.5% | Q2 2013 |
| JNJ | $174M | 0.48% | 0.03% | +3.4% | Q2 2013 |
| BKNG | $173M | 0.48% | 0.13% | +6303.0% | Q1 2018 |
| MCD | $168M | 0.47% | 0.08% | -4.3% | Q2 2013 |
 ICE | $160M | 0.44% | 0.18% | -9.3% | Q2 2013 |
| UNP | $159M | 0.44% | 0.11% | -8.9% | Q2 2013 |
| CSL | $148M | 0.41% | 1.10% | +1.3% | Q4 2014 |
| AXP | $139M | 0.39% | 0.07% | -4.2% | Q2 2013 |
| VRT | $138M | 0.38% | 0.14% | -18.6% | Q1 2024 |
| ABBV | $132M | 0.36% | 0.03% | -0.3% | Q2 2013 |
| BALL | $119M | 0.33% | 0.76% | -0.6% | Q2 2013 |
| MTCH | $113M | 0.31% | 1.58% | +3.6% | Q4 2016 |
 META | $108M | 0.30% | Not reported | -2.2% | Q2 2013 |
 BL | $99M | 0.27% | 4.52% | +10.2% | Q4 2024 |
| Q4 2025 | |||||
| BRK.A | $10.6B | 27.90% | Not reported | -4.0% | Q2 2013 |
| MSFT | $2.11B | 5.53% | 0.06% | -0.2% | Q2 2013 |
| AAPL | $1.41B | 3.69% | 0.04% | -1.7% | Q2 2013 |
| GOOG | $1.32B | 3.45% | Not reported | -2.0% | Q4 2015 |
| KKR | $1.1B | 2.88% | 0.96% | +0.8% | Q4 2014 |
| BN | $1.09B | 2.87% | Not reported | -1.7% | Q4 2022 |
| BRK.B | $932M | 2.45% | Not reported | -0.9% | Q2 2013 |
| AZO | $886M | 2.33% | 1.58% | +2.7% | Q2 2013 |
| ASML | $848M | 2.23% | 0.21% | -0.7% | Q4 2017 |
| ORCL | $776M | 2.04% | 0.14% | -2.5% | Q2 2013 |
| AVGO | $765M | 2.01% | 0.05% | -1.1% | Q4 2017 |
| CRM | $708M | 1.86% | 0.28% | +19.6% | Q4 2014 |
| DHR | $529M | 1.39% | 0.33% | -0.3% | Q2 2013 |
| GOOGL | $502M | 1.32% | 0.01% | -3.3% | Q4 2015 |
| AMZN | $492M | 1.29% | 0.02% | +2.4% | Q2 2013 |
| AMAT | $485M | 1.27% | 0.24% | -7.1% | Q2 2013 |
| V | $456M | 1.20% | 0.07% | +0.9% | Q2 2013 |
| UNH | $447M | 1.17% | 0.15% | +1.5% | Q2 2013 |
| TMO | $446M | 1.17% | 0.20% | -0.8% | Q2 2013 |
| TTWO | $431M | 1.13% | 0.91% | -11.6% | Q2 2013 |
| NVDA | $379M | 1.00% | 0.01% | +0.6% | Q2 2015 |
| HON | $373M | 0.98% | 0.30% | +4.7% | Q2 2013 |
| SNPS | $369M | 0.97% | 0.41% | +15.2% | Q1 2020 |
| LOW | $361M | 0.95% | 0.27% | +1.4% | Q2 2013 |
| LB | $339M | 0.89% | 29.51% | +24.0% | Q2 2024 |
| SPGI | $332M | 0.87% | 0.21% | +2.6% | Q2 2016 |
| LIN | $308M | 0.81% | 0.15% | +6.8% | Q4 2018 |
| PM | $293M | 0.77% | 0.12% | +1.2% | Q2 2013 |
| TPL | $291M | 0.76% | 1.47% | 0.0% | Q2 2013 |
| KNSL | $240M | 0.63% | 2.66% | +19.6% | Q4 2024 |
| AMRZ | $218M | 0.57% | 0.73% | +20.0% | Q2 2025 |
| ALLY | $212M | 0.56% | 1.52% | +0.1% | Q1 2015 |
| ORLY | $208M | 0.55% | 0.27% | -0.4% | Q2 2013 |
 CPRT | $185M | 0.49% | 0.49% | +19.2% | Q4 2014 |
| ICE | $182M | 0.48% | 0.20% | -1.8% | Q2 2013 |
| GEV | $181M | 0.47% | 0.10% | +0.2% | Q2 2024 |
| BSX | $179M | 0.47% | 0.13% | +914.8% | Q2 2013 |
| AXP | $178M | 0.47% | 0.07% | -1.9% | Q2 2013 |
| MCD | $173M | 0.45% | 0.08% | -2.2% | Q2 2013 |
| MAR | $168M | 0.44% | 0.20% | -0.3% | Q2 2013 |
| UNP | $166M | 0.44% | 0.12% | +1.0% | Q2 2013 |
| JNJ | $142M | 0.37% | 0.03% | -0.1% | Q2 2013 |
| CSL | $140M | 0.37% | 1.07% | Not reported | Q4 2014 |
| ABBV | $139M | 0.36% | 0.03% | -0.1% | Q2 2013 |
| BL | $134M | 0.35% | 4.06% | +16.3% | Q4 2024 |
| META | $128M | 0.34% | Not reported | +23.0% | Q2 2013 |
| COF | $128M | 0.34% | 0.08% | +0.2% | Q2 2013 |
 ACN | $127M | 0.33% | 0.07% | -1.2% | Q2 2013 |
| MTCH | $115M | 0.30% | 1.53% | +2.0% | Q4 2016 |
 LLY | $114M | 0.30% | 0.01% | -4.7% | Q2 2013 |
| Q3 2025 | |||||
| BRK.A | $11.1B | 29.20% | Not reported | +2.2% | Q2 2013 |
| MSFT | $2.26B | 5.97% | 0.06% | -1.5% | Q2 2013 |
| AAPL | $1.34B | 3.54% | 0.04% | -4.5% | Q2 2013 |
| ORCL | $1.15B | 3.03% | 0.14% | -8.6% | Q2 2013 |
| KKR | $1.11B | 2.93% | 0.96% | -2.2% | Q4 2014 |
| BN | $1.11B | 2.92% | Not reported | -2.0% | Q4 2022 |
| AZO | $1.09B | 2.88% | 1.52% | -0.7% | Q2 2013 |
| GOOG | $1.04B | 2.75% | Not reported | -5.8% | Q4 2015 |
| BRK.B | $940M | 2.48% | Not reported | -0.7% | Q2 2013 |
| ASML | $772M | 2.04% | 0.20% | +12.3% | Q4 2017 |
| AVGO | $737M | 1.95% | 0.05% | -1.3% | Q4 2017 |
| CRM | $529M | 1.40% | 0.23% | +18.8% | Q4 2014 |
| TTWO | $492M | 1.30% | 1.03% | -4.9% | Q2 2013 |
| UNH | $460M | 1.22% | 0.15% | -4.2% | Q2 2013 |
| DHR | $460M | 1.21% | 0.33% | +4.2% | Q2 2013 |
| AMZN | $457M | 1.21% | 0.02% | +12.6% | Q2 2013 |
| V | $440M | 1.16% | 0.07% | -0.7% | Q2 2013 |
| AMAT | $415M | 1.10% | 0.25% | -27.7% | Q2 2013 |
| GOOGL | $403M | 1.06% | 0.01% | -1.5% | Q4 2015 |
| HON | $384M | 1.01% | 0.29% | +22.5% | Q2 2013 |
| NVDA | $377M | 1.00% | 0.01% | +2.8% | Q2 2015 |
| TMO | $376M | 0.99% | 0.21% | -19.0% | Q2 2013 |
| LOW | $371M | 0.98% | 0.26% | -0.9% | Q2 2013 |
| SNPS | $336M | 0.89% | 0.37% | +1280.8% | Q1 2020 |
| LIN | $321M | 0.85% | 0.14% | -0.1% | Q4 2018 |
| TPL | $315M | 0.83% | 1.47% | Not reported | Q2 2013 |
| SPGI | $301M | 0.80% | 0.20% | +6.9% | Q2 2016 |
| LB | $295M | 0.78% | 23.79% | +77.7% | Q2 2024 |
| PM | $291M | 0.77% | 0.12% | -2.8% | Q2 2013 |
| ORLY | $247M | 0.65% | 0.27% | -1.8% | Q2 2013 |
| KNSL | $219M | 0.58% | 2.21% | +155.6% | Q4 2024 |
| ICE | $193M | 0.51% | 0.20% | +2.0% | Q2 2013 |
| ALLY | $184M | 0.49% | 1.52% | +0.6% | Q1 2015 |
| CPRT | $179M | 0.47% | 0.41% | +1.9% | Q4 2014 |
| MCD | $175M | 0.46% | 0.08% | -6.6% | Q2 2013 |
| GEV | $170M | 0.45% | 0.10% | +1.2% | Q2 2024 |
| UNP | $168M | 0.44% | 0.12% | +23.4% | Q2 2013 |
| AMRZ | $163M | 0.43% | 0.61% | +42.3% | Q2 2025 |
| AXP | $162M | 0.43% | 0.07% | -1.9% | Q2 2013 |
| MAR | $141M | 0.37% | 0.20% | -0.5% | Q2 2013 |
| ABBV | $141M | 0.37% | 0.03% | -0.5% | Q2 2013 |
 MDLZ | $138M | 0.36% | 0.17% | -6.6% | Q2 2013 |
| JNJ | $127M | 0.34% | 0.03% | -4.7% | Q2 2013 |
| MTCH | $123M | 0.33% | 1.46% | +1.6% | Q4 2016 |
| ACN | $118M | 0.31% | 0.08% | -0.5% | Q2 2013 |
| META | $116M | 0.31% | Not reported | +9.5% | Q2 2013 |
| COF | $112M | 0.30% | 0.08% | +1.4% | Q2 2013 |
| BL | $111M | 0.29% | 3.48% | +14.2% | Q4 2024 |
| VRT | $104M | 0.28% | 0.18% | +1.0% | Q1 2024 |
 TMC | $101M | 0.27% | 3.90% | -0.5% | Q3 2022 |