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Institutional investment manager
FIRST MANHATTAN CO. LLC.
CIK 0000728083
- Reported holdings value
- $39.24B
- Reported positions
- 742
- Report as of
- 2026-06-30
- Filed on
- 2026-08-14
Reported holdings & quarterly changes
Compared with Q1 2026. All security classes provided by the filing are included.
| BRK-A BERKSHIRE HATHAWAY INC DEL 084670108 | CL A Share · SH | 13,803 | $10.34B | 26.34% | -166 | -1.19% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 4,345,361 | $1.62B | 4.13% | -25,803 | -0.59% | Reduced |
| ASML ASML HLDG NV N07059210 | N Y REGISTRY SHS Share · SH | 718,408 | $1.43B | 3.64% | -35,944 | -4.76% | Reduced |
| AAPL APPLE INC 037833100 | COM Share · SH | 4,935,720 | $1.43B | 3.64% | -80,775 | -1.61% | Reduced |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 3,931,213 | $1.39B | 3.54% | -120,725 | -2.98% | Reduced |
| BN BROOKFIELD CORP 11271J107 | CL A LTD VT SH Share · SH | 22,611,066 | $964.39M | 2.46% | -654,619 | -2.81% | Reduced |
| AMAT APPLIED MATLS INC 038222105 | COM Share · SH | 1,240,454 | $896.85M | 2.29% | -264,971 | -17.60% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 1,777,769 | $889.58M | 2.27% | -25,831 | -1.43% | Reduced |
| KKR KKR & CO INC 48251W104 | COM Share · SH | 9,416,070 | $864.21M | 2.20% | +21,903 | +0.23% | Increased |
| AZO AUTOZONE INC 053332102 | COM Share · SH | 262,141 | $837.79M | 2.14% | +326 | +0.12% | Increased |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 2,150,271 | $812.26M | 2.07% | -32,886 | -1.51% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 3,262,397 | $777.56M | 1.98% | +7,292 | +0.22% | Increased |
| INTC INTEL CORP 458140100 | COM Share · SH | 4,638,876 | $647.73M | 1.65% | -1,052,184 | -18.49% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 1,682,548 | $577.27M | 1.47% | +133,732 | +8.63% | Increased |
| LB LANDBRIDGE COMPANY LLC 514952100 | CL A Share · SH | 7,082,845 | $561.24M | 1.43% | +25,617 | +0.36% | Increased |
| ORCL ORACLE CORP 68389X105 | COM Share · SH | 3,772,494 | $552.86M | 1.41% | -167,535 | -4.25% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 1,479,067 | $528.57M | 1.35% | -37,626 | -2.48% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 2,531,922 | $506.61M | 1.29% | -11,056 | -0.43% | Reduced |
| TPL TEXAS PACIFIC LAND CORPORATI 88262P102 | COM Share · SH | 1,064,741 | $465.97M | 1.19% | +1,972 | +0.19% | Increased |
| DHR DANAHER CORP DEL 235851102 | COM Share · SH | 2,248,424 | $429.11M | 1.09% | -90,118 | -3.85% | Reduced |
| TMO THERMO FISHER SCIENTIFIC INC 883556102 | COM Share · SH | 841,894 | $422.45M | 1.08% | +74,734 | +9.74% | Increased |
| SPGI S&P GLOBAL INC 78409V104 | COM Share · SH | 1,033,680 | $420.98M | 1.07% | -12,971 | -1.24% | Reduced |
| HON HONEYWELL INTL INC 438516205 | COM Share · SH | 1,858,036 | $416.01M | 1.06% | — | — | Newly reported |
| HONA HONEYWELL AEROSPACE INC 43849R105 | COM Share · SH | 1,875,740 | $414.69M | 1.06% | — | — | Newly reported |
| SNPS SYNOPSYS INC 871607107 | COM Share · SH | 859,147 | $383.24M | 0.98% | +10,555 | +1.24% | Increased |
| UNH UNITEDHEALTH GROUP INC 91324P102 | COM Share · SH | 867,432 | $360.53M | 0.92% | -160,245 | -15.59% | Reduced |
| LIN LINDE PLC G54950103 | SHS Share · SH | 678,305 | $352M | 0.90% | -34,294 | -4.81% | Reduced |
| PM PHILIP MORRIS INTL INC 718172109 | COM Share · SH | 1,769,286 | $322.22M | 0.82% | -6,283 | -0.35% | Reduced |
| GEV GE VERNOVA INC 36828A101 | COM Share · SH | 270,578 | $318.02M | 0.81% | -2,782 | -1.02% | Reduced |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 430,074 | $295.38M | 0.75% | +7,401 | +1.75% | Increased |
| LOW LOWES COS INC 548661107 | COM Share · SH | 1,317,185 | $290.43M | 0.74% | -82,244 | -5.88% | Reduced |
| CRM SALESFORCE INC 79466L302 | COM Share · SH | 1,740,423 | $273.36M | 0.70% | -904,905 | -34.21% | Reduced |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR 874054109 | COM Share · SH | 1,015,618 | $253.88M | 0.65% | +4,353 | +0.43% | Increased |
| UBER UBER TECHNOLOGIES INC 90353T100 | COM Share · SH | 3,443,141 | $248.46M | 0.63% | +2,812,761 | +446.20% | Increased |
| ALLY ALLY FINL INC 02005N100 | COM Share · SH | 4,479,185 | $205.82M | 0.52% | -104,891 | -2.29% | Reduced |
| ORLY OREILLY AUTOMOTIVE INC 67103H107 | COM Share · SH | 2,213,280 | $203.82M | 0.52% | -54,723 | -2.41% | Reduced |
| MAR MARRIOTT INTL INC NEW 571903202 | CL A Share · SH | 528,442 | $195.84M | 0.50% | -9,175 | -1.71% | Reduced |
| BKNG BOOKING HOLDINGS INC 09857L108 | COM Share · SH | 1,089,139 | $194.13M | 0.49% | +1,047,968 | +2545.40% | Increased |
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 704,715 | $178.98M | 0.46% | -5,175 | -0.73% | Reduced |
| UNP UNION PAC CORP 907818108 | COM Share · SH | 647,042 | $176M | 0.45% | -8,214 | -1.25% | Reduced |
| CSL CARLISLE COS INC 142339100 | COM Share · SH | 469,174 | $170.19M | 0.43% | +24,908 | +5.61% | Increased |
| AMRZ AMRIZE LTD H2927K103 | SHS Share · SH | 3,144,788 | $167.62M | 0.43% | -793,091 | -20.14% | Reduced |
| AXP AMERICAN EXPRESS CO 025816109 | COM Share · SH | 453,549 | $153.41M | 0.39% | -6,141 | -1.34% | Reduced |
| ABBV ABBVIE INC 00287Y109 | COM Share · SH | 594,732 | $149.66M | 0.38% | -10,100 | -1.67% | Reduced |
| GE GE AEROSPACE 369604301 | COM NEW Share · SH | 385,836 | $144.2M | 0.37% | +193,085 | +100.17% | Increased |
| MCD MCDONALDS CORP 580135101 | COM Share · SH | 519,232 | $140.35M | 0.36% | -21,064 | -3.90% | Reduced |
| MTCH MATCH GROUP INC NEW 57667L107 | COM Share · SH | 3,668,235 | $139.58M | 0.36% | -18,056 | -0.49% | Reduced |
| VRT VERTIV HOLDINGS CO 92537N108 | COM CL A Share · SH | 385,343 | $129.02M | 0.33% | -166,750 | -30.20% | Reduced |
| BALL BALL CORP 058498106 | COM Share · SH | 2,043,868 | $127.54M | 0.33% | +22,973 | +1.14% | Increased |
| AIZ ASSURANT INC 04621X108 | COM Share · SH | 405,627 | $108.92M | 0.28% | -2,962 | -0.72% | Reduced |
1–50 of 821 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-06-30; filed 2026-08-14. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.