First Manhattan CO Portfolio Holdings
First Manhattan CO
- $35.3 Billion
- Q3 2025
First Manhattan CO has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $35.3 Billion distributed in 714 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $11.1B, Microsoft Corp with a value of $2.26B, Apple Inc. with a value of $1.34B, Oracle Corp with a value of $1.15B, and Kkr & Co. Inc. with a value of $1.11B.
Examining the 13F form we can see an increase of $2.18B in the current position value, from $33.1B to 35.3B.
First Manhattan CO is based out at New York, NY
Below you can find more details about First Manhattan CO portfolio as well as his latest detailed transactions.
Portfolio value
$35.3 Billion
Financial Services: $15.4 Billion
Technology: $8.57 Billion
Consumer Cyclical: $3.12 Billion
Communication Services: $2.3 Billion
Healthcare: $1.94 Billion
Industrials: $1.14 Billion
ETFs: $906 Million
Consumer Defensive: $781 Million
Other: $1.1 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 714
- Current Value $35.3 Billion
- Prior Value $33.1 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 47 stocks
- Additional Purchases 210 stocks
- Sold out of 0 stocks
- Reduced holdings in 288 stocks