Filed: 5/15/2025ACC: 0001750312-25-000007
📋 What this filing means
FIRST MANHATTAN CO. LLC. filed this quarterly 13F‑HR report disclosing 678 equity positions with a total reported market value of $34.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
678
Positions
$34.28B
Total AUM (reported)
193.41M
Total Shares
Allocation by class
COM$15.73B45.9%
CL A$12.15B35.4%
CL B NEW$1.03B3.0%
CL A LTD VT SH$875.70M2.6%
CAP STK CL C$837.79M2.4%
COM CL A$551.79M1.6%
N Y REGISTRY SHS$469.18M1.4%
Portfolio Concentration
Top 3$14.46B42.2%
4–10$5.97B17.4%
11–25$5.84B17.0%
Rest$8.01B23.4%
Top 3 weight
42.2%
Top 10 weight
59.6%
Voting Authority Distribution
Total shares with voting rights: 193.41M
Sole
Full voting authority
1.96M
shares
% of voting shares1.0%
Shared
Joint voting authority
191.45M
shares
% of voting shares99.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole678
Shared0
Other0
Dominant voting typeShared · 99.0% of voting shares
Institutional Holdings678
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.25K
TypeSH
Market value$11.38B
33.20%
Sole
8.00
Shared
14.24K
None
0.00
MICROSOFT CORP
SOLEShares4.48M
TypeSH
Market value$1.68B
4.90%
Sole
16.73K
Shared
4.46M
None
0.00
APPLE INC
SOLEShares6.29M
TypeSH
Market value$1.40B
4.08%
Sole
8.22K
Shared
6.28M
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.93M
TypeSH
Market value$1.03B
3.00%
Sole
9.06K
Shared
1.92M
None
0.00
AUTOZONE INC
SOLEShares256.41K
TypeSH
Market value$977.64M
2.85%
Sole
719.00
Shared
255.69K
None
0.00
KKR & CO INC
SOLEShares8.34M
TypeSH
Market value$964.46M
2.81%
Sole
50.93K
Shared
8.29M
None
0.00
BROOKFIELD CORP
SOLEShares16.73M
TypeSH
Market value$875.70M
2.55%
Sole
24.07K
Shared
16.71M
None
0.00
ALPHABET INC
SOLEShares5.36M
TypeSH
Market value$837.79M
2.44%
Sole
17.40K
Shared
5.35M
None
0.00
ORACLE CORP
SOLEShares4.91M
TypeSH
Market value$686.22M
2.00%
Sole
22.82K
Shared
4.89M
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.15M
TypeSH
Market value$599.95M
1.75%
Sole
0.00
Shared
1.15M
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares2.40M
TypeSH
Market value$496.92M
1.45%
Sole
19.93K
Shared
2.38M
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares948.56K
TypeSH
Market value$472.36M
1.38%
Sole
3.97K
Shared
944.60K
None
0.00
ASML HOLDING N V
SOLEShares708.06K
TypeSH
Market value$469.18M
1.37%
Sole
4.13K
Shared
703.93K
None
0.00
VISA INC
SOLEShares1.30M
TypeSH
Market value$455.34M
1.33%
Sole
10.28K
Shared
1.29M
None
0.00
APPLIED MATLS INC
SOLEShares3.09M
TypeSH
Market value$448.22M
1.31%
Sole
28.42K
Shared
3.06M
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares337.92K
TypeSH
Market value$447.74M
1.31%
Sole
0.00
Shared
337.92K
None
0.00
SALESFORCE INC
SOLEShares1.54M
TypeSH
Market value$413.55M
1.21%
Sole
14.45K
Shared
1.53M
None
0.00
DANAHER CORPORATION
SOLEShares1.93M
TypeSH
Market value$396.93M
1.16%
Sole
1.03K
Shared
1.93M
None
0.00
BROADCOM INC
SOLEShares2.29M
TypeSH
Market value$383.50M
1.12%
Sole
21.31K
Shared
2.27M
None
0.00
LOWES COS INC
SOLEShares1.41M
TypeSH
Market value$328.36M
0.96%
Sole
15.14K
Shared
1.39M
None
0.00
HONEYWELL INTL INC
SOLEShares1.51M
TypeSH
Market value$320.25M
0.93%
Sole
868.00
Shared
1.51M
None
0.00
S&P GLOBAL INC
SOLEShares608.08K
TypeSH
Market value$308.97M
0.90%
Sole
4.46K
Shared
603.62K
None
0.00
LINDE PLC
SOLEShares651.88K
TypeSH
Market value$303.54M
0.89%
Sole
9.90K
Shared
641.97K
None
0.00
ALPHABET INC
SOLEShares1.93M
TypeSH
Market value$298.69M
0.87%
Sole
8K
Shared
1.92M
None
0.00
PHILIP MORRIS INTL INC
SOLEShares1.87M
TypeSH
Market value$298.55M
0.87%
Sole
10.92K
Shared
1.86M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.25K | SH | $11.38B 33.20% | 8.00 | 14.24K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.48M | SH | $1.68B 4.90% | 16.73K | 4.46M | 0.00 |
APPLE INCSOLE | COM | 6.29M | SH | $1.40B 4.08% | 8.22K | 6.28M | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.93M | SH | $1.03B 3.00% | 9.06K | 1.92M | 0.00 |
AUTOZONE INCSOLE | COM | 256.41K | SH | $977.64M 2.85% | 719.00 | 255.69K | 0.00 |
KKR & CO INCSOLE | COM | 8.34M | SH | $964.46M 2.81% | 50.93K | 8.29M | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 16.73M | SH | $875.70M 2.55% | 24.07K | 16.71M | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.36M | SH | $837.79M 2.44% | 17.40K | 5.35M | 0.00 |
ORACLE CORPSOLE | COM | 4.91M | SH | $686.22M 2.00% | 22.82K | 4.89M | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.15M | SH | $599.95M 1.75% | 0.00 | 1.15M | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 2.40M | SH | $496.92M 1.45% | 19.93K | 2.38M | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 948.56K | SH | $472.36M 1.38% | 3.97K | 944.60K | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 708.06K | SH | $469.18M 1.37% | 4.13K | 703.93K | 0.00 |
VISA INCSOLE | COM CL A | 1.30M | SH | $455.34M 1.33% | 10.28K | 1.29M | 0.00 |
APPLIED MATLS INCSOLE | COM | 3.09M | SH | $448.22M 1.31% | 28.42K | 3.06M | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 337.92K | SH | $447.74M 1.31% | 0.00 | 337.92K | 0.00 |
SALESFORCE INCSOLE | COM | 1.54M | SH | $413.55M 1.21% | 14.45K | 1.53M | 0.00 |
DANAHER CORPORATIONSOLE | COM | 1.93M | SH | $396.93M 1.16% | 1.03K | 1.93M | 0.00 |
BROADCOM INCSOLE | COM | 2.29M | SH | $383.50M 1.12% | 21.31K | 2.27M | 0.00 |
LOWES COS INCSOLE | COM | 1.41M | SH | $328.36M 0.96% | 15.14K | 1.39M | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.51M | SH | $320.25M 0.93% | 868.00 | 1.51M | 0.00 |
S&P GLOBAL INCSOLE | COM | 608.08K | SH | $308.97M 0.90% | 4.46K | 603.62K | 0.00 |
LINDE PLCSOLE | SHS | 651.88K | SH | $303.54M 0.89% | 9.90K | 641.97K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.93M | SH | $298.69M 0.87% | 8K | 1.92M | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 1.87M | SH | $298.55M 0.87% | 10.92K | 1.86M | 0.00 |
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