Filed: 5/15/2026ACC: 0000728083-26-000005
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 753 equity positions with a total reported market value of $36.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
753
Positions
$36.06B
Total AUM (reported)
219.94M
Total Shares
Allocation by class
COM$17.58B48.7%
CL A$11.01B30.5%
CAP STK CL C$1.16B3.2%
N Y REGISTRY SHS$996.37M2.8%
CL A LTD VT SH$940.00M2.6%
CL B NEW$864.29M2.4%
SHS$640.52M1.8%
Portfolio Concentration
Top 3$12.92B35.8%
4–10$6.39B17.7%
11–25$7.01B19.4%
Rest$9.74B27.0%
Top 3 weight
35.8%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 219.94M
Sole
Full voting authority
1.78M
shares
% of voting shares0.8%
Shared
Joint voting authority
218.16M
shares
% of voting shares99.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole753
Shared0
Other0
Dominant voting typeShared · 99.2% of voting shares
Institutional Holdings753
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.97K
TypeSH
Market value$10.03B
27.82%
Sole
7.00
Shared
13.96K
None
0.00
MICROSOFT CORP
SOLEShares4.37M
TypeSH
Market value$1.62B
4.49%
Sole
23.70K
Shared
4.35M
None
0.00
APPLE INC
SOLEShares5.02M
TypeSH
Market value$1.27B
3.53%
Sole
0.00
Shared
5.02M
None
0.00
ALPHABET INC
SOLEShares4.05M
TypeSH
Market value$1.16B
3.22%
Sole
5.05K
Shared
4.05M
None
0.00
ASML HLDG NV
SOLEShares754.35K
TypeSH
Market value$996.37M
2.76%
Sole
3.48K
Shared
750.88K
None
0.00
BROOKFIELD CORP
SOLEShares23.27M
TypeSH
Market value$940.00M
2.61%
Sole
0.00
Shared
23.27M
None
0.00
AUTOZONE INC
SOLEShares261.81K
TypeSH
Market value$884.35M
2.45%
Sole
1.63K
Shared
260.18K
None
0.00
KKR & CO INC
SOLEShares9.39M
TypeSH
Market value$868.96M
2.41%
Sole
92.47K
Shared
9.30M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.80M
TypeSH
Market value$864.29M
2.40%
Sole
5.72K
Shared
1.80M
None
0.00
AMAZON COM INC
SOLEShares3.26M
TypeSH
Market value$677.94M
1.88%
Sole
32.55K
Shared
3.22M
None
0.00
BROADCOM INC
SOLEShares2.18M
TypeSH
Market value$675.71M
1.87%
Sole
10.09K
Shared
2.17M
None
0.00
ORACLE CORP
SOLEShares3.94M
TypeSH
Market value$579.62M
1.61%
Sole
12.43K
Shared
3.93M
None
0.00
APPLIED MATLS INC
SOLEShares1.51M
TypeSH
Market value$514.54M
1.43%
Sole
10.11K
Shared
1.50M
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares1.06M
TypeSH
Market value$504.35M
1.40%
Sole
0.00
Shared
1.06M
None
0.00
SALESFORCE INC
SOLEShares2.65M
TypeSH
Market value$493.80M
1.37%
Sole
32.38K
Shared
2.61M
None
0.00
LANDBRIDGE COMPANY LLC
SOLEShares7.06M
TypeSH
Market value$487.30M
1.35%
Sole
0.00
Shared
7.06M
None
0.00
VISA INC
SOLEShares1.55M
TypeSH
Market value$468.11M
1.30%
Sole
16.49K
Shared
1.53M
None
0.00
HONEYWELL INTL INC
SOLEShares1.98M
TypeSH
Market value$447.72M
1.24%
Sole
18.22K
Shared
1.96M
None
0.00
S&P GLOBAL INC
SOLEShares1.05M
TypeSH
Market value$445.18M
1.23%
Sole
8.17K
Shared
1.04M
None
0.00
DANAHER CORP DEL
SOLEShares2.34M
TypeSH
Market value$444.24M
1.23%
Sole
32.82K
Shared
2.31M
None
0.00
NVIDIA CORPORATION
SOLEShares2.54M
TypeSH
Market value$443.52M
1.23%
Sole
14.29K
Shared
2.53M
None
0.00
ALPHABET INC
SOLEShares1.52M
TypeSH
Market value$436.14M
1.21%
Sole
1.65K
Shared
1.52M
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares767.16K
TypeSH
Market value$377.41M
1.05%
Sole
0.00
Shared
767.16K
None
0.00
LINDE PLC
SOLEShares712.60K
TypeSH
Market value$353.28M
0.98%
Sole
11.12K
Shared
701.48K
None
0.00
SYNOPSYS INC
SOLEShares848.59K
TypeSH
Market value$336.45M
0.93%
Sole
7.77K
Shared
840.83K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.97K | SH | $10.03B 27.82% | 7.00 | 13.96K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.37M | SH | $1.62B 4.49% | 23.70K | 4.35M | 0.00 |
APPLE INCSOLE | COM | 5.02M | SH | $1.27B 3.53% | 0.00 | 5.02M | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.05M | SH | $1.16B 3.22% | 5.05K | 4.05M | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 754.35K | SH | $996.37M 2.76% | 3.48K | 750.88K | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 23.27M | SH | $940.00M 2.61% | 0.00 | 23.27M | 0.00 |
AUTOZONE INCSOLE | COM | 261.81K | SH | $884.35M 2.45% | 1.63K | 260.18K | 0.00 |
KKR & CO INCSOLE | COM | 9.39M | SH | $868.96M 2.41% | 92.47K | 9.30M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.80M | SH | $864.29M 2.40% | 5.72K | 1.80M | 0.00 |
AMAZON COM INCSOLE | COM | 3.26M | SH | $677.94M 1.88% | 32.55K | 3.22M | 0.00 |
BROADCOM INCSOLE | COM | 2.18M | SH | $675.71M 1.87% | 10.09K | 2.17M | 0.00 |
ORACLE CORPSOLE | COM | 3.94M | SH | $579.62M 1.61% | 12.43K | 3.93M | 0.00 |
APPLIED MATLS INCSOLE | COM | 1.51M | SH | $514.54M 1.43% | 10.11K | 1.50M | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 1.06M | SH | $504.35M 1.40% | 0.00 | 1.06M | 0.00 |
SALESFORCE INCSOLE | COM | 2.65M | SH | $493.80M 1.37% | 32.38K | 2.61M | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 7.06M | SH | $487.30M 1.35% | 0.00 | 7.06M | 0.00 |
VISA INCSOLE | COM CL A | 1.55M | SH | $468.11M 1.30% | 16.49K | 1.53M | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.98M | SH | $447.72M 1.24% | 18.22K | 1.96M | 0.00 |
S&P GLOBAL INCSOLE | COM | 1.05M | SH | $445.18M 1.23% | 8.17K | 1.04M | 0.00 |
DANAHER CORP DELSOLE | COM | 2.34M | SH | $444.24M 1.23% | 32.82K | 2.31M | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.54M | SH | $443.52M 1.23% | 14.29K | 2.53M | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.52M | SH | $436.14M 1.21% | 1.65K | 1.52M | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 767.16K | SH | $377.41M 1.05% | 0.00 | 767.16K | 0.00 |
LINDE PLCSOLE | SHS | 712.60K | SH | $353.28M 0.98% | 11.12K | 701.48K | 0.00 |
SYNOPSYS INCSOLE | COM | 848.59K | SH | $336.45M 0.93% | 7.77K | 840.83K | 0.00 |
Page 1 of 31
…