First Manhattan Co. Llc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$36.06B
Q ending 2026-03-31
Prior quarter
$38.09B
Q ending 2025-12-31
Change
-5.3% QoQ · +5.2% YoY
Positions
753
reported holdings
Largest positions
Top 100 of 753 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/A | Shares | $10.03B | 14K |
| Microsoft Corp | MSFT | Shares | $1.62B | 4.4M |
| Apple Inc | AAPL | Shares | $1.27B | 5.0M |
| Alphabet Inc | GOOG | Shares | $1.16B | 4.1M |
| Asml Hldg Nv | Shares | $996.4M | 754K | |
| Brookfield Corp | BN | Shares | $940.0M | 23.3M |
| Autozone Inc | AZO | Shares | $884.4M | 262K |
| Kkr & Co Inc | KKR | Shares | $869.0M | 9.4M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $864.3M | 1.8M |
| Amazon Com Inc | AMZN | Shares | $677.9M | 3.3M |
| Broadcom Inc | AVGO | Shares | $675.7M | 2.2M |
| Oracle Corp | ORCL | Shares | $579.6M | 3.9M |
| Applied Matls Inc | AMAT | Shares | $514.5M | 1.5M |
| Texas Pacific Land Corporati | TPL | Shares | $504.3M | 1.1M |
| Salesforce Inc | CRM | Shares | $493.8M | 2.6M |
| Landbridge Company Llc | LB | Shares | $487.3M | 7.1M |
| Visa Inc | V | Shares | $468.1M | 1.5M |
| Honeywell Intl Inc | HONGBP | Shares | $447.7M | 2.0M |
| S&P Global Inc | SPGI | Shares | $445.2M | 1.0M |
| Danaher Corp Del | DHR | Shares | $444.2M | 2.3M |
| Nvidia Corporation | NVDA | Shares | $443.5M | 2.5M |
| Alphabet Inc | GOOGL | Shares | $436.1M | 1.5M |
| Thermo Fisher Scientific Inc | TMO | Shares | $377.4M | 767K |
| Linde Plc | Shares | $353.3M | 713K | |
| Synopsys Inc | SNPS | Shares | $336.4M | 849K |
| Lowes Cos Inc | LOW | Shares | $330.7M | 1.4M |
| Boston Scientific Corp | BSX | Shares | $308.2M | 4.9M |
| Philip Morris Intl Inc | PM | Shares | $295.7M | 1.8M |
| Unitedhealth Group Inc | UNH | Shares | $278.1M | 1.0M |
| Vanguard Index Fds | VOO | Shares | $252.6M | 423K |
| Intel Corp | INTC | Shares | $251.1M | 5.7M |
| Ge Vernova Inc | GEV | Shares | $238.7M | 273K |
| Amrize Ltd | Shares | $220.6M | 3.9M | |
| Kinsale Cap Group Inc | KNSL | Shares | $210.5M | 616K |
| Oreilly Automotive Inc | ORLY | Shares | $209.4M | 2.3M |
| Take-Two Interactive Softwar | TTWO | Shares | $199.7M | 1.0M |
| Ally Finl Inc | ALLY | Shares | $179.8M | 4.6M |
| Marriott Intl Inc New | MAR | Shares | $175.8M | 538K |
| Johnson & Johnson | JNJ | Shares | $173.5M | 710K |
| Booking Holdings Inc | BKNG | Shares | $173.3M | 41K |
| Mcdonalds Corp | MCD | Shares | $167.9M | 540K |
| Intercontinental Exchange In | ICE | Shares | $160.4M | 1.0M |
| Union Pac Corp | UNP | Shares | $159.0M | 655K |
| Carlisle Cos Inc | CSL | Shares | $148.2M | 444K |
| American Express Co | AXP | Shares | $139.0M | 460K |
| Vertiv Holdings Co | VRT | Shares | $138.3M | 552K |
| Abbvie Inc | ABBV | Shares | $131.5M | 605K |
| Ball Corp | BALL | Shares | $119.5M | 2.0M |
| Match Group Inc New | MTCH | Shares | $113.2M | 3.7M |
| Meta Platforms Inc | META | Shares | $108.4M | 190K |
| Blackline Inc | BL | Shares | $99.0M | 2.7M |
| Capital One Finl Corp | COF | Shares | $98.0M | 537K |
| Copart Inc | CPRT | Shares | $97.8M | 2.9M |
| Northern Lts Fd Tr Iv | FMCX | Shares | $96.8M | 3.0M |
| Service Corp Intl | SCI | Shares | $96.0M | 1.2M |
| Accenture Plc Ireland | Shares | $95.4M | 481K | |
| Assurant Inc | AIZ | Shares | $89.0M | 409K |
| Jpmorgan Chase & Co | JPM | Shares | $86.3M | 293K |
| Invesco Exchange Traded Fd T | RSP | Shares | $78.2M | 407K |
| Cencora Inc | COR | Shares | $76.3M | 243K |
| Tmc The Metals Company Inc | TMC | Shares | $71.5M | 15.3M |
| Coca Cola Co | KO | Shares | $70.8M | 925K |
| Csw Industrials Inc | CSW | Shares | $70.3M | 270K |
| Eli Lilly & Co | LLY | Shares | $67.8M | 74K |
| Brookfield Infrastructure Pa | Shares | $65.8M | 1.8M | |
| Chubb Ltd Switz | Shares | $61.5M | 188K | |
| Nestle Sa | NSRGY | Shares | $58.8M | 593K |
| Pool Corp | POOL | Shares | $57.7M | 285K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $57.0M | 1.2M |
| Ge Aerospace | GE | Shares | $54.8M | 193K |
| Keysight Technologies Inc | KEYS | Shares | $52.6M | 186K |
| Iqvia Hldgs Inc | IQV | Shares | $51.2M | 300K |
| Veralto Corp | VLTO | Shares | $50.8M | 574K |
| Mondelez Intl Inc | MDLZ | Shares | $50.3M | 866K |
| Mastercard Incorporated | MA | Shares | $50.1M | 100K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $49.1M | 1.1M |
| Uber Technologies Inc | UBER | Shares | $45.3M | 630K |
| Vanguard Index Fds | VO | Shares | $44.9M | 156K |
| Ishares Tr | IVV | Shares | $44.7M | 68K |
| Schwab Charles Corp | SCHW | Shares | $43.6M | 464K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $42.6M | 140K |
| Moodys Corp | MCO | Shares | $39.0M | 89K |
| Morgan Stanley | MS | Shares | $35.4M | 215K |
| American Tower Corp | AMT | Shares | $33.7M | 195K |
| Ishares Tr | SOXX | Shares | $33.3M | 101K |
| International Business Machs | IBM | Shares | $32.9M | 136K |
| Ingredion Inc | INGR | Shares | $32.2M | 286K |
| Amgen Inc | AMGN | Shares | $32.0M | 91K |
| Qxo Inc | QXO | Shares | $31.9M | 1.6M |
| Vanguard Specialized Funds | VIG | Shares | $31.6M | 147K |
| Comcast Corp New | CMCSA | Shares | $31.0M | 1.1M |
| Procter & Gamble Co | PG | Shares | $31.0M | 214K |
| Wells Fargo & Co | WFC | Shares | $29.2M | 367K |
| Exxon Mobil Corp | XOM | Shares | $29.1M | 171K |
| Enbridge Inc | ENB | Shares | $28.5M | 527K |
| Snap On Inc | SNA | Shares | $27.8M | 76K |
| Booz Allen Hamilton Hldg Cor | BAH | Shares | $27.6M | 354K |
| Vanguard Whitehall Fds | VYM | Shares | $27.3M | 184K |
| Lvmh Moet Hennessy Louis Vuitton | Shares | $26.7M | 50K | |
| Graco Inc | GGG | Shares | $25.7M | 304K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.