FM

FIRST MANHATTAN CO. LLC.

13F
FIRST MANHATTAN CO. LLC.
Last update 2025-05-16 679 Stocks (38 new)
Value $34.28 Bil Turnover 3 %
Countries:
Top Holdings: BRK.A(33.20%)MSFT(4.90%)AAPL(4.08%)BRK.B(3.00%)AZO(2.85%)
Summary Stock Picks Current Portfolio
FIRST MANHATTAN CO. LLC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A
Berkshire Hathaway Inc
14,253
11,380,188.1
-3.70%
33.200
-1.10%
0.990
-8.71%
+4.41%
1,022,296.6
Insurance
MSFT
Microsoft Corp
4,477,461
1,680,794.1
+1.03%
4.900
+0.05%
0.060
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
6,291,537
1,397,539.0
-3.70%
4.080
-0.18%
0.040
+7.35%
-15.47%
3,154,147.7
Hardware
BRK.B
Berkshire Hathaway Inc
1,932,962
1,029,456.9
+1.39%
3.000
+0.04%
0.090
-8.57%
+4.53%
1,022,296.6
Insurance
AZO
AutoZone Inc
256,411
977,638.7
-0.74%
2.850
-0.02%
1.530
+3.07%
+15.99%
62,129.3
Vehicles & Parts
KKR
KKR & Co Inc
8,342,388
964,463.5
-0.59%
2.810
-0.02%
0.940
+41.44%
-1.03%
130,015.9
Asset Management
BN
Brookfield Corp
16,732,379
875,695.1
-1.04%
2.550
-0.03%
1.080
+35.56%
+17.49%
103,059.8
Asset Management
GOOG
Alphabet Inc
5,362,521
837,786.7
-0.75%
2.440
-0.02%
0.040
+21.39%
-2.13%
2,250,461.0
Interactive Media
ORCL
Oracle Corp
4,908,228
686,219.3
-3.78%
2.000
-0.09%
0.180
+91.24%
+48.50%
689,428.1
Software
UNH
UnitedHealth Group Inc
1,145,481
599,945.8
-24.79%
1.750
-0.56%
0.130
-37.32%
-43.49%
256,403.2
Healthcare Plans

FIRST MANHATTAN CO. LLC.'s Historical Top Holdings Breakdowns

FIRST MANHATTAN CO. LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-1.10%
●
663000 ($729331) 801950
$710,978.50
-2.52%
Reduce -3.7%
14,253
-548
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.56%
●
461.52 ($511.2) 548.18
$282.65
-44.71%
Reduce -24.79%
1,145,481
-377,517
ASML
ASML Holding NV
2025-03-31
Add
Add
+0.52%
●
662.63 ($727.48) 776.99
$734.58
0.98%
Add 60.96%
708,062
268,172
AZPN Unlock Delisted
Aspen Technology Inc
2025-03-31
Sold Out
Sold Out
-0.50%
●
249.06 ($260.82) 274.8
$264.33
1.35%
Sold Out
0
-674,006
NEE
NextEra Energy Inc
2025-03-31
Reduce
Reduce
-0.33%
●
66.96 ($70.58) 76.16
$75.95
7.61%
Reduce -82.63%
328,896
-1,564,765
KNSL
Kinsale Capital Group Inc
2025-03-31
Add
Add
+0.23%
●
416.48 ($448.86) 494.72
$480.18
6.98%
Add 401.43%
201,272
161,132
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.18%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -3.7%
6,291,537
-241,647
GEV
GE Vernova Inc
2025-03-31
Add
Add
+0.17%
●
270.13 ($348.71) 437.71
$574.60
64.78%
Add 573.94%
228,283
194,410
KEYS
Keysight Technologies Inc
2025-03-31
Reduce
Reduce
-0.15%
●
148.16 ($165.11) 185.11
$162.45
-1.61%
Reduce -36.4%
570,648
-326,651
MKL
Markel Group Inc
2025-03-31
Reduce
Reduce
-0.12%
●
1660.14 ($1839.75) 2059.83
$2,031.80
10.44%
Reduce -48.27%
25,369
-23,672

FIRST MANHATTAN CO. LLC. Total Holding History ($B)

To

FIRST MANHATTAN CO. LLC.'s Asset Allocation

To

FIRST MANHATTAN CO. LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FIRST MANHATTAN CO. LLC.'s Hypothetical Growth since 2025-03-31

FIRST MANHATTAN CO. LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FIRST MANHATTAN CO. LLC.'s Holdings Heat Map

Size field:

FIRST MANHATTAN CO. LLC.'s Holdings Bubble Chart

FIRST MANHATTAN CO. LLC. News

  • 1

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