Filed: 11/14/2024ACC: 0001172661-24-004939
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 682 equity positions with a total reported market value of $33.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
682
Positions
$33.73B
Total AUM (reported)
184.33M
Total Shares
Allocation by class
COM$16.67B49.4%
CL A$10.87B32.2%
CL A LTD VT SH$911.03M2.7%
CAP STK CL C$905.76M2.7%
CL B NEW$895.52M2.7%
COM CL A$418.36M1.2%
COMMON STOCK$409.64M1.2%
Portfolio Concentration
Top 3$13.63B40.4%
4–10$6.47B19.2%
11–25$5.51B16.3%
Rest$8.11B24.1%
Top 3 weight
40.4%
Top 10 weight
59.6%
Voting Authority Distribution
Total shares with voting rights: 184.33M
Sole
Full voting authority
1.42M
shares
% of voting shares0.8%
Shared
Joint voting authority
182.91M
shares
% of voting shares99.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole682
Shared0
Other0
Dominant voting typeShared · 99.2% of voting shares
Institutional Holdings682
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.69K
TypeSH
Market value$10.15B
30.10%
Sole
8.00
Shared
14.68K
None
0.00
MICROSOFT CORP
SOLEShares4.48M
TypeSH
Market value$1.93B
5.71%
Sole
14.53K
Shared
4.46M
None
0.00
APPLE INC
SOLEShares6.68M
TypeSH
Market value$1.56B
4.61%
Sole
8.28K
Shared
6.67M
None
0.00
KKR & CO INC
SOLEShares8.69M
TypeSH
Market value$1.14B
3.37%
Sole
57.90K
Shared
8.63M
None
0.00
BROOKFIELD CORP
SOLEShares17.13M
TypeSH
Market value$911.03M
2.70%
Sole
0.00
Shared
17.13M
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.56M
TypeSH
Market value$910.59M
2.70%
Sole
0.00
Shared
1.56M
None
0.00
ALPHABET INC
SOLEShares5.42M
TypeSH
Market value$905.76M
2.69%
Sole
15.74K
Shared
5.40M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.95M
TypeSH
Market value$895.52M
2.66%
Sole
0.00
Shared
1.95M
None
0.00
ORACLE CORP
SOLEShares5.24M
TypeSH
Market value$893.17M
2.65%
Sole
28.46K
Shared
5.21M
None
0.00
AUTOZONE INC
SOLEShares258.95K
TypeSH
Market value$815.70M
2.42%
Sole
743.00
Shared
258.20K
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares886.33K
TypeSH
Market value$548.57M
1.63%
Sole
0.00
Shared
886.33K
None
0.00
DANAHER CORPORATION
SOLEShares1.93M
TypeSH
Market value$536.44M
1.59%
Sole
0.00
Shared
1.93M
None
0.00
APPLIED MATLS INC
SOLEShares2.61M
TypeSH
Market value$527.70M
1.56%
Sole
0.00
Shared
2.61M
None
0.00
SALESFORCE INC
SOLEShares1.54M
TypeSH
Market value$422.80M
1.25%
Sole
0.00
Shared
1.54M
None
0.00
BROADCOM INC
SOLEShares2.33M
TypeSH
Market value$402.43M
1.19%
Sole
23.79K
Shared
2.31M
None
0.00
LOWES COS INC
SOLEShares1.39M
TypeSH
Market value$377.50M
1.12%
Sole
18.85K
Shared
1.37M
None
0.00
VISA INC
SOLEShares1.25M
TypeSH
Market value$343.12M
1.02%
Sole
0.00
Shared
1.25M
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares2.13M
TypeSH
Market value$328.12M
0.97%
Sole
0.00
Shared
2.13M
None
0.00
S&P GLOBAL INC
SOLEShares634.63K
TypeSH
Market value$327.86M
0.97%
Sole
5.44K
Shared
629.18K
None
0.00
ALPHABET INC
SOLEShares1.94M
TypeSH
Market value$321.81M
0.95%
Sole
8.54K
Shared
1.93M
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares338.04K
TypeSH
Market value$299.08M
0.89%
Sole
0.00
Shared
338.04K
None
0.00
LINDE PLC
SOLEShares606.91K
TypeSH
Market value$289.41M
0.86%
Sole
8.24K
Shared
598.67K
None
0.00
HONEYWELL INTL INC
SOLEShares1.38M
TypeSH
Market value$284.93M
0.84%
Sole
0.00
Shared
1.38M
None
0.00
VANGUARD INDEX FDS
SOLEShares483K
TypeSH
Market value$255.65M
0.76%
Sole
36.00
Shared
482.96K
None
0.00
ACCENTURE PLC IRELAND
SOLEShares703.73K
TypeSH
Market value$248.75M
0.74%
Sole
0.00
Shared
703.73K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.69K | SH | $10.15B 30.10% | 8.00 | 14.68K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.48M | SH | $1.93B 5.71% | 14.53K | 4.46M | 0.00 |
APPLE INCSOLE | COM | 6.68M | SH | $1.56B 4.61% | 8.28K | 6.67M | 0.00 |
KKR & CO INCSOLE | COM | 8.69M | SH | $1.14B 3.37% | 57.90K | 8.63M | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 17.13M | SH | $911.03M 2.70% | 0.00 | 17.13M | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.56M | SH | $910.59M 2.70% | 0.00 | 1.56M | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.42M | SH | $905.76M 2.69% | 15.74K | 5.40M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.95M | SH | $895.52M 2.66% | 0.00 | 1.95M | 0.00 |
ORACLE CORPSOLE | COM | 5.24M | SH | $893.17M 2.65% | 28.46K | 5.21M | 0.00 |
AUTOZONE INCSOLE | COM | 258.95K | SH | $815.70M 2.42% | 743.00 | 258.20K | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 886.33K | SH | $548.57M 1.63% | 0.00 | 886.33K | 0.00 |
DANAHER CORPORATIONSOLE | COM | 1.93M | SH | $536.44M 1.59% | 0.00 | 1.93M | 0.00 |
APPLIED MATLS INCSOLE | COM | 2.61M | SH | $527.70M 1.56% | 0.00 | 2.61M | 0.00 |
SALESFORCE INCSOLE | COM | 1.54M | SH | $422.80M 1.25% | 0.00 | 1.54M | 0.00 |
BROADCOM INCSOLE | COM | 2.33M | SH | $402.43M 1.19% | 23.79K | 2.31M | 0.00 |
LOWES COS INCSOLE | COM | 1.39M | SH | $377.50M 1.12% | 18.85K | 1.37M | 0.00 |
VISA INCSOLE | COM CL A | 1.25M | SH | $343.12M 1.02% | 0.00 | 1.25M | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 2.13M | SH | $328.12M 0.97% | 0.00 | 2.13M | 0.00 |
S&P GLOBAL INCSOLE | COM | 634.63K | SH | $327.86M 0.97% | 5.44K | 629.18K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.94M | SH | $321.81M 0.95% | 8.54K | 1.93M | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 338.04K | SH | $299.08M 0.89% | 0.00 | 338.04K | 0.00 |
LINDE PLCSOLE | SHS | 606.91K | SH | $289.41M 0.86% | 8.24K | 598.67K | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.38M | SH | $284.93M 0.84% | 0.00 | 1.38M | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 483K | SH | $255.65M 0.76% | 36.00 | 482.96K | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 703.73K | SH | $248.75M 0.74% | 0.00 | 703.73K | 0.00 |
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