Filed: 11/14/2025ACC: 0000728083-25-000015
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 714 equity positions with a total reported market value of $37.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
714
Positions
$37.86B
Total AUM (reported)
202.13M
Total Shares
Allocation by class
COM$18.57B49.0%
CL A$11.90B31.4%
CL A LTD VT SH$1.11B2.9%
CAP STK CL C$1.04B2.8%
CL B NEW$940.35M2.5%
N Y REGISTRY SHS$772.14M2.0%
COM CL A$563.58M1.5%
Portfolio Concentration
Top 3$14.66B38.7%
4–10$7.21B19.0%
11–25$6.56B17.3%
Rest$9.44B24.9%
Top 3 weight
38.7%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 202.13M
Sole
Full voting authority
1.84M
shares
% of voting shares0.9%
Shared
Joint voting authority
200.30M
shares
% of voting shares99.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole714
Shared0
Other0
Dominant voting typeShared · 99.1% of voting shares
Institutional Holdings714
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.66K
TypeSH
Market value$11.06B
29.20%
Sole
7.00
Shared
14.65K
None
0.00
MICROSOFT CORP
SOLEShares4.36M
TypeSH
Market value$2.26B
5.97%
Sole
18.16K
Shared
4.35M
None
0.00
APPLE INC
SOLEShares5.26M
TypeSH
Market value$1.34B
3.54%
Sole
0.00
Shared
5.26M
None
0.00
ORACLE CORP
SOLEShares4.09M
TypeSH
Market value$1.15B
3.03%
Sole
14.68K
Shared
4.07M
None
0.00
KKR & CO INC
SOLEShares8.53M
TypeSH
Market value$1.11B
2.93%
Sole
59.90K
Shared
8.47M
None
0.00
BROOKFIELD CORP
SOLEShares16.13M
TypeSH
Market value$1.11B
2.92%
Sole
0.00
Shared
16.13M
None
0.00
AUTOZONE INC
SOLEShares254.55K
TypeSH
Market value$1.09B
2.88%
Sole
1.15K
Shared
253.40K
None
0.00
ALPHABET INC
SOLEShares4.28M
TypeSH
Market value$1.04B
2.75%
Sole
5.05K
Shared
4.27M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.87M
TypeSH
Market value$940.35M
2.48%
Sole
5.72K
Shared
1.86M
None
0.00
ASML HOLDING N V
SOLEShares797.59K
TypeSH
Market value$772.14M
2.04%
Sole
5.88K
Shared
791.71K
None
0.00
BROADCOM INC
SOLEShares2.23M
TypeSH
Market value$737.21M
1.95%
Sole
11.63K
Shared
2.22M
None
0.00
SALESFORCE INC
SOLEShares2.23M
TypeSH
Market value$529.33M
1.40%
Sole
26.09K
Shared
2.20M
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares1.91M
TypeSH
Market value$492.20M
1.30%
Sole
9.97K
Shared
1.90M
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.33M
TypeSH
Market value$460.25M
1.22%
Sole
10.36K
Shared
1.32M
None
0.00
DANAHER CORPORATION
SOLEShares2.32M
TypeSH
Market value$459.86M
1.21%
Sole
32.82K
Shared
2.28M
None
0.00
AMAZON COM INC
SOLEShares2.08M
TypeSH
Market value$457.33M
1.21%
Sole
20.72K
Shared
2.06M
None
0.00
VISA INC
SOLEShares1.29M
TypeSH
Market value$439.70M
1.16%
Sole
7.84K
Shared
1.28M
None
0.00
APPLIED MATLS INC
SOLEShares2.03M
TypeSH
Market value$415.50M
1.10%
Sole
28.18K
Shared
2M
None
0.00
ALPHABET INC
SOLEShares1.66M
TypeSH
Market value$402.81M
1.06%
Sole
1.65K
Shared
1.66M
None
0.00
HONEYWELL INTL INC
SOLEShares1.82M
TypeSH
Market value$384.07M
1.01%
Sole
24.25K
Shared
1.80M
None
0.00
NVIDIA CORPORATION
SOLEShares2.02M
TypeSH
Market value$377.07M
1.00%
Sole
4.58K
Shared
2.02M
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares775.18K
TypeSH
Market value$376.28M
0.99%
Sole
0.00
Shared
775.18K
None
0.00
LOWES COS INC
SOLEShares1.48M
TypeSH
Market value$371.41M
0.98%
Sole
0.00
Shared
1.48M
None
0.00
SYNOPSYS INC
SOLEShares680.99K
TypeSH
Market value$335.99M
0.89%
Sole
12.22K
Shared
668.77K
None
0.00
LINDE PLC
SOLEShares675.20K
TypeSH
Market value$320.72M
0.85%
Sole
14.58K
Shared
660.62K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.66K | SH | $11.06B 29.20% | 7.00 | 14.65K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.36M | SH | $2.26B 5.97% | 18.16K | 4.35M | 0.00 |
APPLE INCSOLE | COM | 5.26M | SH | $1.34B 3.54% | 0.00 | 5.26M | 0.00 |
ORACLE CORPSOLE | COM | 4.09M | SH | $1.15B 3.03% | 14.68K | 4.07M | 0.00 |
KKR & CO INCSOLE | COM | 8.53M | SH | $1.11B 2.93% | 59.90K | 8.47M | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 16.13M | SH | $1.11B 2.92% | 0.00 | 16.13M | 0.00 |
AUTOZONE INCSOLE | COM | 254.55K | SH | $1.09B 2.88% | 1.15K | 253.40K | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.28M | SH | $1.04B 2.75% | 5.05K | 4.27M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.87M | SH | $940.35M 2.48% | 5.72K | 1.86M | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 797.59K | SH | $772.14M 2.04% | 5.88K | 791.71K | 0.00 |
BROADCOM INCSOLE | COM | 2.23M | SH | $737.21M 1.95% | 11.63K | 2.22M | 0.00 |
SALESFORCE INCSOLE | COM | 2.23M | SH | $529.33M 1.40% | 26.09K | 2.20M | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 1.91M | SH | $492.20M 1.30% | 9.97K | 1.90M | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.33M | SH | $460.25M 1.22% | 10.36K | 1.32M | 0.00 |
DANAHER CORPORATIONSOLE | COM | 2.32M | SH | $459.86M 1.21% | 32.82K | 2.28M | 0.00 |
AMAZON COM INCSOLE | COM | 2.08M | SH | $457.33M 1.21% | 20.72K | 2.06M | 0.00 |
VISA INCSOLE | COM CL A | 1.29M | SH | $439.70M 1.16% | 7.84K | 1.28M | 0.00 |
APPLIED MATLS INCSOLE | COM | 2.03M | SH | $415.50M 1.10% | 28.18K | 2M | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.66M | SH | $402.81M 1.06% | 1.65K | 1.66M | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.82M | SH | $384.07M 1.01% | 24.25K | 1.80M | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.02M | SH | $377.07M 1.00% | 4.58K | 2.02M | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 775.18K | SH | $376.28M 0.99% | 0.00 | 775.18K | 0.00 |
LOWES COS INCSOLE | COM | 1.48M | SH | $371.41M 0.98% | 0.00 | 1.48M | 0.00 |
SYNOPSYS INCSOLE | COM | 680.99K | SH | $335.99M 0.89% | 12.22K | 668.77K | 0.00 |
LINDE PLCSOLE | SHS | 675.20K | SH | $320.72M 0.85% | 14.58K | 660.62K | 0.00 |
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