FIRST MANHATTAN CO. LLC. 13F Holdings

CIK 0000728083 · NEW YORK, NY

As of Sep 30, 2025, FIRST MANHATTAN CO. LLC. reported 714 positions worth $37.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK.AFinancial Services14,658 1.1B29.83%
MICROSOFT CORPMSFTTechnology4,364,610$2.3B6.10%
APPLE INCAAPLTechnology5,263,575 .3B3.62%
ORACLE CORPORCLTechnology4,085,835 .1B3.10%
KKR & CO INCKKRFinancial Services8,529,603 .1B2.99%
BROOKFIELD CORPBNFinancial Services16,132,576 .1B2.98%
AUTOZONE INCAZOConsumer Cyclical254,549 .1B2.95%
ALPHABET INCGOOGEquity4,276,540 .0B2.81%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,870,443$940.3M2.54%
ASML HOLDING NVASMLTechnology797,590$772.1M2.08%
BROADCOM INCAVGOTechnology2,234,589$737.2M1.99%
SALESFORCE INCCRMTechnology2,230,141$529.3M1.43%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services1,905,109$492.2M1.33%
UNITEDHEALTH GROUP INCUNHHealthcare1,332,886$460.2M1.24%
DANAHER CORPDHRHealthcare2,315,877$459.9M1.24%
AMAZON.COM INCAMZNEquity2,082,848$457.3M1.23%
VISA INC-CLASS A SHARESVFinancial Services1,288,004$439.7M1.19%
APPLIED MATERIALS INCAMATTechnology2,029,335$415.5M1.12%
ALPHABET INCGOOGLEquity1,656,969$402.8M1.09%
HONEYWELL INTERNATIONAL INCHONIndustrials1,824,563$384.1M1.04%
NVIDIA CORPNVDATechnology2,020,853$377.1M1.02%
THERMO FISHER SCIENTIFIC INCTMOHealthcare775,180$376.3M1.02%
LOWES COMPANIES INCLOWConsumer Cyclical1,477,916$371.4M1.00%
SYNOPSYS INCSNPSTechnology680,991$336.0M0.91%
LINDE PLCLINBasic Materials675,199$320.7M0.87%