Filed: 2/14/2025ACC: 0000728083-25-000003
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 680 equity positions with a total reported market value of $34.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
680
Positions
$34.09B
Total AUM (reported)
193.05M
Total Shares
Allocation by class
COM$17.15B50.3%
CL A$10.84B31.8%
CAP STK CL C$1.03B3.0%
CL A LTD VT SH$972.96M2.9%
CL B NEW$868.72M2.5%
COM CL A$476.80M1.4%
CAP STK CL A$370.43M1.1%
Portfolio Concentration
Top 3$13.60B39.9%
4–10$6.58B19.3%
11–25$5.83B17.1%
Rest$8.09B23.7%
Top 3 weight
39.9%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 193.05M
Sole
Full voting authority
5.20M
shares
% of voting shares2.7%
Shared
Joint voting authority
187.86M
shares
% of voting shares97.3%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole680
Shared0
Other0
Dominant voting typeShared · 97.3% of voting shares
Institutional Holdings680
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.80K
TypeSH
Market value$10.08B
29.58%
Sole
8.00
Shared
14.79K
None
0.00
MICROSOFT CORP
SOLEShares4.43M
TypeSH
Market value$1.87B
5.50%
Sole
15.07K
Shared
4.42M
None
0.00
APPLE INC
SOLEShares6.53M
TypeSH
Market value$1.64B
4.80%
Sole
8.22K
Shared
6.52M
None
0.00
KKR & CO INC
SOLEShares8.39M
TypeSH
Market value$1.25B
3.66%
Sole
47.45K
Shared
8.34M
None
0.00
ALPHABET INC
SOLEShares5.40M
TypeSH
Market value$1.03B
3.03%
Sole
17.40K
Shared
5.39M
None
0.00
BROOKFIELD CORP
SOLEShares16.91M
TypeSH
Market value$972.96M
2.85%
Sole
26.63K
Shared
16.88M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.91M
TypeSH
Market value$868.72M
2.55%
Sole
10.07K
Shared
1.90M
None
0.00
ORACLE CORP
SOLEShares5.10M
TypeSH
Market value$855.35M
2.51%
Sole
31.70K
Shared
5.07M
None
0.00
AUTOZONE INC
SOLEShares258.32K
TypeSH
Market value$829.46M
2.43%
Sole
719.00
Shared
257.61K
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.52M
TypeSH
Market value$770.55M
2.26%
Sole
250.00
Shared
1.52M
None
0.00
BROADCOM INC
SOLEShares2.31M
TypeSH
Market value$540.29M
1.58%
Sole
21.31K
Shared
2.29M
None
0.00
SALESFORCE INC
SOLEShares1.56M
TypeSH
Market value$527.79M
1.55%
Sole
18.29K
Shared
1.54M
None
0.00
APPLIED MATLS INC
SOLEShares2.86M
TypeSH
Market value$467.43M
1.37%
Sole
10.30K
Shared
2.85M
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares891.32K
TypeSH
Market value$464.01M
1.36%
Sole
0.00
Shared
891.32K
None
0.00
DANAHER CORPORATION
SOLEShares1.90M
TypeSH
Market value$437.86M
1.28%
Sole
1.14K
Shared
1.90M
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares2.25M
TypeSH
Market value$417.71M
1.23%
Sole
18.59K
Shared
2.23M
None
0.00
VISA INC
SOLEShares1.25M
TypeSH
Market value$399.45M
1.17%
Sole
10.28K
Shared
1.24M
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares338.03K
TypeSH
Market value$373.85M
1.10%
Sole
0.00
Shared
338.03K
None
0.00
ALPHABET INC
SOLEShares1.95M
TypeSH
Market value$370.43M
1.09%
Sole
8K
Shared
1.94M
None
0.00
LOWES COS INC
SOLEShares1.40M
TypeSH
Market value$349.99M
1.03%
Sole
18.66K
Shared
1.38M
None
0.00
HONEYWELL INTL INC
SOLEShares1.39M
TypeSH
Market value$316.09M
0.93%
Sole
12.95K
Shared
1.37M
None
0.00
S&P GLOBAL INC
SOLEShares629.88K
TypeSH
Market value$315.92M
0.93%
Sole
4.46K
Shared
625.42K
None
0.00
ASML HOLDING N V
SOLEShares439.89K
TypeSH
Market value$307.37M
0.90%
Sole
3.60K
Shared
436.29K
None
0.00
AMAZON COM INC
SOLEShares1.28M
TypeSH
Market value$281.50M
0.83%
Sole
0.00
Shared
1.28M
None
0.00
VANGUARD INDEX FDS
SOLEShares487.82K
TypeSH
Market value$262.84M
0.77%
Sole
36.00
Shared
487.78K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.80K | SH | $10.08B 29.58% | 8.00 | 14.79K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.43M | SH | $1.87B 5.50% | 15.07K | 4.42M | 0.00 |
APPLE INCSOLE | COM | 6.53M | SH | $1.64B 4.80% | 8.22K | 6.52M | 0.00 |
KKR & CO INCSOLE | COM | 8.39M | SH | $1.25B 3.66% | 47.45K | 8.34M | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.40M | SH | $1.03B 3.03% | 17.40K | 5.39M | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 16.91M | SH | $972.96M 2.85% | 26.63K | 16.88M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.91M | SH | $868.72M 2.55% | 10.07K | 1.90M | 0.00 |
ORACLE CORPSOLE | COM | 5.10M | SH | $855.35M 2.51% | 31.70K | 5.07M | 0.00 |
AUTOZONE INCSOLE | COM | 258.32K | SH | $829.46M 2.43% | 719.00 | 257.61K | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.52M | SH | $770.55M 2.26% | 250.00 | 1.52M | 0.00 |
BROADCOM INCSOLE | COM | 2.31M | SH | $540.29M 1.58% | 21.31K | 2.29M | 0.00 |
SALESFORCE INCSOLE | COM | 1.56M | SH | $527.79M 1.55% | 18.29K | 1.54M | 0.00 |
APPLIED MATLS INCSOLE | COM | 2.86M | SH | $467.43M 1.37% | 10.30K | 2.85M | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 891.32K | SH | $464.01M 1.36% | 0.00 | 891.32K | 0.00 |
DANAHER CORPORATIONSOLE | COM | 1.90M | SH | $437.86M 1.28% | 1.14K | 1.90M | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 2.25M | SH | $417.71M 1.23% | 18.59K | 2.23M | 0.00 |
VISA INCSOLE | COM CL A | 1.25M | SH | $399.45M 1.17% | 10.28K | 1.24M | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 338.03K | SH | $373.85M 1.10% | 0.00 | 338.03K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.95M | SH | $370.43M 1.09% | 8K | 1.94M | 0.00 |
LOWES COS INCSOLE | COM | 1.40M | SH | $349.99M 1.03% | 18.66K | 1.38M | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.39M | SH | $316.09M 0.93% | 12.95K | 1.37M | 0.00 |
S&P GLOBAL INCSOLE | COM | 629.88K | SH | $315.92M 0.93% | 4.46K | 625.42K | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 439.89K | SH | $307.37M 0.90% | 3.60K | 436.29K | 0.00 |
AMAZON COM INCSOLE | COM | 1.28M | SH | $281.50M 0.83% | 0.00 | 1.28M | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 487.82K | SH | $262.84M 0.77% | 36.00 | 487.78K | 0.00 |
Page 1 of 28
…