Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL A | CL A | $10,336,376,550 | 26.3% |
| Microsoft Corp.COM | COM | $1,620,906,706 | 4.1% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $1,429,229,612 | 3.6% |
| Apple Inc.COM | COM | $1,428,199,965 | 3.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1,389,015,489 | 3.5% |
| Brookfield Corp.CL A LTD VT SH | CL A LTD VT SH | $964,389,062 | 2.5% |
| Applied Matls Inc.COM | COM | $896,848,073 | 2.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $889,577,830 | 2.3% |
| KKR & CO Inc.COM | COM | $864,206,930 | 2.2% |
| Autozone Inc.COM | COM | $837,786,908 | 2.1% |
| Broadcom Inc.COM | COM | $812,264,870 | 2.1% |
| Amazon Com Inc.COM | COM | $777,559,701 | 2.0% |
| Intel Corp.COM | COM | $647,726,248 | 1.7% |
| Visa Inc.COM CL A | COM CL A | $577,265,511 | 1.5% |
| Landbridge Company LLCCL A | CL A | $561,244,638 | 1.4% |
| Oracle Corp.COM | COM | $552,859,031 | 1.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $528,574,345 | 1.3% |
| Nvidia CorporationCOM | COM | $506,612,344 | 1.3% |
| Texas Pacific Land CorporatiCOM | COM | $465,973,064 | 1.2% |
| Danaher Corp. DelCOM | COM | $429,106,102 | 1.1% |
| Thermo Fisher Scientific Inc.COM | COM | $422,447,886 | 1.1% |
| S&P Global Inc.COM | COM | $420,976,503 | 1.1% |
| Honeywell Intl Inc.COM | COM | $416,014,149 | 1.1% |
| Honeywell Aerospace Inc.COM | COM | $414,688,489 | 1.1% |
| Synopsys Inc.COM | COM | $383,239,751 | 1.0% |
| Unitedhealth Group Inc.COM | COM | $360,530,629 | 0.9% |
| Linde PLCSHS | SHS | $351,999,613 | 0.9% |
| Philip Morris Intl Inc.COM | COM | $322,215,374 | 0.8% |
| GE Vernova Inc.COM | COM | $318,018,185 | 0.8% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $295,378,951 | 0.8% |
| Lowes Cos Inc.COM | COM | $290,426,171 | 0.7% |
| Salesforce Inc.COM | COM | $273,361,360 | 0.7% |
| Take-two Interactive SoftwarCOM | COM | $253,884,188 | 0.6% |
| Uber Technologies Inc.COM | COM | $248,457,055 | 0.6% |
| Ally Finl Inc.COM | COM | $205,818,551 | 0.5% |
| Oreilly Automotive Inc.COM | COM | $203,820,955 | 0.5% |
| Marriott Intl Inc. NewCL A | CL A | $195,835,321 | 0.5% |
| Booking Holdings Inc.COM | COM | $194,128,135 | 0.5% |
| Johnson & JohnsonCOM | COM | $178,976,416 | 0.5% |
| Union Pac Corp.COM | COM | $175,995,538 | 0.4% |
| Carlisle Cos Inc.COM | COM | $170,192,869 | 0.4% |
| Amrize LtdSHS | SHS | $167,617,200 | 0.4% |
| American Express COCOM | COM | $153,412,913 | 0.4% |
| Abbvie Inc.COM | COM | $149,658,389 | 0.4% |
| GE AerospaceCOM NEW | COM NEW | $144,198,353 | 0.4% |
| Mcdonalds Corp.COM | COM | $140,353,539 | 0.4% |
| Match Group Inc. NewCOM | COM | $139,576,342 | 0.4% |
| Vertiv Holdings COCOM CL A | COM CL A | $129,020,543 | 0.3% |
| Ball Corp.COM | COM | $127,537,374 | 0.3% |
| Assurant Inc.COM | COM | $108,923,018 | 0.3% |
Berkshire Hathaway Inc. DelCL A$10,336,376,550
- Class
- CL A
- Share
- 26.3%
Microsoft Corp.COM$1,620,906,706
- Class
- COM
- Share
- 4.1%
ASML Hldg NVN Y REGISTRY SHS$1,429,229,612
- Class
- N Y REGISTRY SHS
- Share
- 3.6%
Apple Inc.COM$1,428,199,965
- Class
- COM
- Share
- 3.6%
Alphabet Inc.CAP STK CL C$1,389,015,489
- Class
- CAP STK CL C
- Share
- 3.5%
Brookfield Corp.CL A LTD VT SH$964,389,062
- Class
- CL A LTD VT SH
- Share
- 2.5%
Applied Matls Inc.COM$896,848,073
- Class
- COM
- Share
- 2.3%
Berkshire Hathaway Inc. DelCL B NEW$889,577,830
- Class
- CL B NEW
- Share
- 2.3%
KKR & CO Inc.COM$864,206,930
- Class
- COM
- Share
- 2.2%
Autozone Inc.COM$837,786,908
- Class
- COM
- Share
- 2.1%
Broadcom Inc.COM$812,264,870
- Class
- COM
- Share
- 2.1%
Amazon Com Inc.COM$777,559,701
- Class
- COM
- Share
- 2.0%
Intel Corp.COM$647,726,248
- Class
- COM
- Share
- 1.7%
Visa Inc.COM CL A$577,265,511
- Class
- COM CL A
- Share
- 1.5%
Landbridge Company LLCCL A$561,244,638
- Class
- CL A
- Share
- 1.4%
Oracle Corp.COM$552,859,031
- Class
- COM
- Share
- 1.4%
Alphabet Inc.CAP STK CL A$528,574,345
- Class
- CAP STK CL A
- Share
- 1.3%
Nvidia CorporationCOM$506,612,344
- Class
- COM
- Share
- 1.3%
Texas Pacific Land CorporatiCOM$465,973,064
- Class
- COM
- Share
- 1.2%
Danaher Corp. DelCOM$429,106,102
- Class
- COM
- Share
- 1.1%
Thermo Fisher Scientific Inc.COM$422,447,886
- Class
- COM
- Share
- 1.1%
S&P Global Inc.COM$420,976,503
- Class
- COM
- Share
- 1.1%
Honeywell Intl Inc.COM$416,014,149
- Class
- COM
- Share
- 1.1%
Honeywell Aerospace Inc.COM$414,688,489
- Class
- COM
- Share
- 1.1%
Synopsys Inc.COM$383,239,751
- Class
- COM
- Share
- 1.0%
Unitedhealth Group Inc.COM$360,530,629
- Class
- COM
- Share
- 0.9%
Linde PLCSHS$351,999,613
- Class
- SHS
- Share
- 0.9%
Philip Morris Intl Inc.COM$322,215,374
- Class
- COM
- Share
- 0.8%
GE Vernova Inc.COM$318,018,185
- Class
- COM
- Share
- 0.8%
Vanguard Index FdsS&P 500 ETF SHS$295,378,951
- Class
- S&P 500 ETF SHS
- Share
- 0.8%
Lowes Cos Inc.COM$290,426,171
- Class
- COM
- Share
- 0.7%
Salesforce Inc.COM$273,361,360
- Class
- COM
- Share
- 0.7%
Take-two Interactive SoftwarCOM$253,884,188
- Class
- COM
- Share
- 0.6%
Uber Technologies Inc.COM$248,457,055
- Class
- COM
- Share
- 0.6%
Ally Finl Inc.COM$205,818,551
- Class
- COM
- Share
- 0.5%
Oreilly Automotive Inc.COM$203,820,955
- Class
- COM
- Share
- 0.5%
Marriott Intl Inc. NewCL A$195,835,321
- Class
- CL A
- Share
- 0.5%
Booking Holdings Inc.COM$194,128,135
- Class
- COM
- Share
- 0.5%
Johnson & JohnsonCOM$178,976,416
- Class
- COM
- Share
- 0.5%
Union Pac Corp.COM$175,995,538
- Class
- COM
- Share
- 0.4%
Carlisle Cos Inc.COM$170,192,869
- Class
- COM
- Share
- 0.4%
Amrize LtdSHS$167,617,200
- Class
- SHS
- Share
- 0.4%
American Express COCOM$153,412,913
- Class
- COM
- Share
- 0.4%
Abbvie Inc.COM$149,658,389
- Class
- COM
- Share
- 0.4%
GE AerospaceCOM NEW$144,198,353
- Class
- COM NEW
- Share
- 0.4%
Mcdonalds Corp.COM$140,353,539
- Class
- COM
- Share
- 0.4%
Match Group Inc. NewCOM$139,576,342
- Class
- COM
- Share
- 0.4%
Vertiv Holdings COCOM CL A$129,020,543
- Class
- COM CL A
- Share
- 0.3%
Ball Corp.COM$127,537,374
- Class
- COM
- Share
- 0.3%
Assurant Inc.COM$108,923,018
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 742 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 728083
- File number
- 028-01260
- Options
- 0 call, 0 put
- In the 25 largest
- 72.8%
- Prior quarter
- $36,062,448,392 at 31 March 2026
- Positions opened
- 50
- Positions closed
- 61
Common questions
What are First Manhattan’s 13F holdings worth?
$39,239,503,148 across 742 positions for the quarter ended 30 June 2026.
What is First Manhattan’s largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL A) was the largest position at $10,336,376,550, or 26.3% of reported 13F value, as of 30 June 2026.
How concentrated is First Manhattan’s 13F portfolio?
The ten largest positions accounted for 52.6% of reported value and the twenty-five largest for 72.8%, across 742 positions as of 30 June 2026.
Does Form 13F show everything First Manhattan manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does First Manhattan file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.