First Manhattan Co. Llc. Portfolio Stock Holdings
First Manhattan Co. Llc. disclosed 753 stock positions valued at approximately $36.1 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, MICROSOFT CORP, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 753
- Portfolio Value
- $36.1B
Holdings by Sector
First Manhattan Co. Llc. Portfolio Holdings in Q1 2026
725 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 27.82% | 13,969 | -108 | -0.77% | $10,031,697,660 |
| MICROSOFT CORP | MSFT | Technology | 4.49% | 4,371,164 | +13,149 | +0.30% | $1,618,073,654 |
| APPLE INC | AAPL | Technology | 3.53% | 5,016,495 | -157,254 | -3.04% | $1,273,136,351 |
| ALPHABET INC | GOOG | Communication Services | 3.22% | 4,051,938 | -139,454 | -3.33% | $1,162,338,935 |
| ASML HLDG NV | ASML | Other | 2.76% | 754,352 | -37,932 | -4.79% | $996,370,752 |
| BROOKFIELD CORP | BN | Financial Services | 2.61% | 23,265,685 | -529,456 | -2.23% | $939,996,043 |
| AUTOZONE INC | AZO | Consumer Cyclical | 2.45% | 261,815 | +501 | +0.19% | $884,353,471 |
| KKR & CO INC | KKR | Financial Services | 2.41% | 9,394,167 | +797,123 | +9.27% | $868,960,433 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.40% | 1,803,600 | -50,955 | -2.75% | $864,285,120 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.88% | 3,255,105 | +1,121,960 | +52.60% | $677,940,718 |
| BROADCOM INC | AVGO | Technology | 1.87% | 2,183,157 | -28,028 | -1.27% | $675,708,923 |
| ORACLE CORP | ORCL | Technology | 1.61% | 3,940,029 | -42,505 | -1.07% | $579,617,598 |
| APPLIED MATLS INC | AMAT | Technology | 1.43% | 1,505,425 | -380,034 | -20.16% | $514,539,131 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.40% | 1,062,769 | +49,406 | +4.88% | $504,347,454 |
| SALESFORCE INC | CRM | Technology | 1.37% | 2,645,328 | -22,090 | -0.83% | $493,803,428 |
| LANDBRIDGE COMPANY LLC | LB | Energy | 1.35% | 7,057,228 | +195,289 | +2.85% | $487,301,593 |
| VISA INC | V | Financial Services | 1.30% | 1,548,816 | +249,365 | +19.19% | $468,114,252 |
| HONEYWELL INTL INC | HON | Industrials | 1.24% | 1,980,789 | +70,818 | +3.71% | $447,717,712 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.23% | 1,046,651 | +411,814 | +64.87% | $445,182,462 |
| DANAHER CORP DEL | DHR | Healthcare | 1.23% | 2,338,542 | +28,831 | +1.25% | $444,236,384 |
| NVIDIA CORPORATION | NVDA | Technology | 1.23% | 2,542,978 | +510,332 | +25.11% | $443,516,982 |
| ALPHABET INC | GOOGL | Communication Services | 1.21% | 1,516,693 | -85,945 | -5.36% | $436,140,359 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.05% | 767,160 | -1,750 | -0.23% | $377,413,510 |
| LINDE PLC | LIN | Other | 0.98% | 712,599 | -8,761 | -1.21% | $353,277,975 |
| SYNOPSYS INC | SNPS | Technology | 0.93% | 848,592 | +64,041 | +8.16% | $336,449,800 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.92% | 1,399,429 | -98,581 | -6.58% | $330,657,077 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.85% | 4,911,217 | +3,029,280 | +160.97% | $308,178,867 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.82% | 1,775,569 | -39,072 | -2.15% | $295,707,931 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.77% | 1,027,677 | -325,725 | -24.07% | $278,079,225 |
| VANGUARD INDEX FDS | VOO | Other | 0.70% | 422,673 | +940 | +0.22% | $252,568,114 |
| INTEL CORP | INTC | Technology | 0.70% | 5,691,060 | +2,747,576 | +93.34% | $251,146,475 |
| GE VERNOVA INC | GEV | Utilities | 0.66% | 273,360 | -2,884 | -1.04% | $238,744,184 |
| AMRIZE LTD | AMRZ | Other | 0.61% | 3,937,879 | -98,825 | -2.45% | $220,599,982 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 0.58% | 616,031 | +1,384 | +0.23% | $210,473,151 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.58% | 2,268,003 | -16,612 | -0.73% | $209,359,357 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 0.55% | 1,011,265 | -673,802 | -39.99% | $199,724,838 |
| ALLY FINL INC | ALLY | Financial Services | 0.50% | 4,584,076 | -107,131 | -2.28% | $179,833,301 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.49% | 537,617 | -2,631 | -0.49% | $175,838,392 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.48% | 709,890 | +23,417 | +3.41% | $173,525,609 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.48% | 41,171 | +40,528 | +6302.95% | $173,343,085 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.47% | 540,296 | -24,387 | -4.32% | $167,918,457 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.44% | 1,019,703 | -104,497 | -9.30% | $160,378,888 |
| UNION PAC CORP | UNP | Industrials | 0.44% | 655,256 | -63,600 | -8.85% | $158,978,281 |
| CARLISLE COS INC | CSL | Industrials | 0.41% | 444,266 | +5,775 | +1.32% | $148,216,023 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.39% | 459,690 | -20,205 | -4.21% | $139,046,999 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.38% | 552,093 | -126,086 | -18.59% | $138,343,464 |
| ABBVIE INC | ABBV | Healthcare | 0.36% | 604,832 | -1,634 | -0.27% | $131,544,936 |
| BALL CORP | BALL | Consumer Cyclical | 0.33% | 2,020,895 | -12,117 | -0.60% | $119,455,087 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 0.31% | 3,686,291 | +128,785 | +3.62% | $113,205,997 |
| META PLATFORMS INC | META | Communication Services | 0.30% | 189,550 | -4,305 | -2.22% | $108,447,108 |
| BLACKLINE INC | BL | Technology | 0.27% | 2,676,987 | +248,383 | +10.23% | $99,048,519 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.27% | 537,365 | +9,878 | +1.87% | $98,031,450 |
| COPART INC | CPRT | Industrials | 0.27% | 2,946,130 | -1,786,516 | -37.75% | $97,811,516 |
| SERVICE CORP INTL | SCI | Consumer Cyclical | 0.27% | 1,162,964 | -23,917 | -2.02% | $95,956,176 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.26% | 481,189 | +6,579 | +1.39% | $95,414,875 |
| ASSURANT INC | AIZ | Financial Services | 0.25% | 408,589 | -6,053 | -1.46% | $88,994,770 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.24% | 293,272 | -6,522 | -2.18% | $86,268,892 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 407,463 | +27,311 | +7.18% | $78,200,212 |
| CENCORA INC | COR | Healthcare | 0.21% | 242,803 | -23,872 | -8.95% | $76,274,134 |
| TMC THE METALS COMPANY INC | TMC | Basic Materials | 0.20% | 15,315,924 | - | - | $71,525,365 |
| COCA COLA CO | KO | Consumer Defensive | 0.20% | 924,921 | -98,381 | -9.61% | $70,828,779 |
| CSW INDUSTRIALS INC | CSWI | Industrials | 0.19% | 269,767 | -3,653 | -1.34% | $70,295,928 |
| ELI LILLY & CO | LLY | Healthcare | 0.19% | 73,682 | -32,315 | -30.49% | $67,770,718 |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | Other | 0.18% | 1,822,807 | -55,652 | -2.96% | $65,844,064 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.17% | 188,079 | -13,772 | -6.82% | $61,473,037 |
| NESTLE SA | NSRGY | Consumer Defensive | 0.16% | 593,421 | -134,361 | -18.46% | $58,807,990 |
| POOL CORP | POOL | Industrials | 0.16% | 285,024 | +69,422 | +32.20% | $57,668,827 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 0.16% | 1,158,981 | -242,622 | -17.31% | $56,991,446 |
| GE AEROSPACE | GE | Industrials | 0.15% | 192,751 | -5,570 | -2.81% | $54,772,041 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.15% | 186,192 | -102,145 | -35.43% | $52,575,035 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.14% | 300,056 | +31,190 | +11.60% | $51,171,550 |
| VERALTO CORP | VLTO | Industrials | 0.14% | 573,663 | +62,647 | +12.26% | $50,797,859 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.14% | 865,691 | -891,049 | -50.72% | $50,331,298 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.14% | 100,323 | +33,108 | +49.26% | $50,127,412 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.14% | 1,107,045 | -4,877 | -0.44% | $49,070,299 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.13% | 630,380 | +147,016 | +30.42% | $45,343,233 |
| VANGUARD INDEX FDS | VO | Other | 0.12% | 156,396 | +17,564 | +12.65% | $44,913,891 |
| ISHARES TR | IVV | Other | 0.12% | 68,461 | +28,231 | +70.17% | $44,719,296 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.12% | 464,103 | +3,661 | +0.80% | $43,616,400 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.12% | 140,195 | -5,165 | -3.55% | $42,630,601 |
| MOODYS CORP | MCO | Financial Services | 0.11% | 89,302 | -1,514 | -1.67% | $38,957,998 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 215,066 | -4,556 | -2.07% | $35,393,412 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.09% | 195,448 | -5,226 | -2.60% | $33,730,416 |
| ISHARES TR | SOXX | Other | 0.09% | 101,272 | +186 | +0.18% | $33,284,056 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 135,682 | +26,896 | +24.72% | $32,888,078 |
| INGREDION INC | INGR | Consumer Defensive | 0.09% | 285,894 | -1,833 | -0.64% | $32,208,818 |
| AMGEN INC | AMGN | Healthcare | 0.09% | 90,909 | -2,024 | -2.18% | $31,986,332 |
| QXO INC | QXO | Technology | 0.09% | 1,644,067 | +66,012 | +4.18% | $31,927,781 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.09% | 146,987 | -343 | -0.23% | $31,611,017 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.09% | 1,079,704 | -28,543 | -2.58% | $30,998,295 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 214,293 | -17,470 | -7.54% | $30,952,462 |
| WELLS FARGO & CO | WFC | Financial Services | 0.08% | 366,723 | -2,751 | -0.74% | $29,194,821 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 171,263 | -6,836 | -3.84% | $29,056,561 |
| ENBRIDGE INC | ENB | Energy | 0.08% | 526,635 | -181,356 | -25.62% | $28,461,188 |
| SNAP ON INC | SNA | Industrials | 0.08% | 76,461 | -1,283 | -1.65% | $27,772,164 |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | Industrials | 0.08% | 353,892 | +10,958 | +3.20% | $27,614,199 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.08% | 184,342 | +2,144 | +1.18% | $27,301,050 |
| GRACO INC | GGG | Industrials | 0.07% | 303,625 | -1,450 | -0.48% | $25,701,886 |
| NAVIGATOR HLDGS LTD | Y62132108 | Other | 0.07% | 1,326,468 | -103,541 | -7.24% | $25,640,626 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.07% | 274,207 | -10,963 | -3.84% | $25,468,368 |