Q2 2026 13F · SEC CIK 728083

First Manhattan Co. LLC.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $39.2B
Reported positions: 742
Top holdings a year, 3 yrs: +16.7%
Assets under management: $38.1B

First Manhattan Co. LLC. is a wealth manager that reported 742 positions worth $39.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 26.3%), Microsoft Corp (MSFT, 4.1%), Asml Hldg NV (ASML, 3.6%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 22.3% for the S&P 500.

First Manhattan Co. LLC. holdings largest 50 of 742 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

First Manhattan Co. LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	26.3%	27.8%	13,803	-1.2%	$10.3B
MSFTMicrosoft Corp	4.1%	4.5%	4,345,361	-0.6%	$1.6B
ASMLAsml Hldg NV	3.6%	2.8%	718,408	-4.8%	$1.4B
AAPLApple Inc	3.6%	3.5%	4,935,720	-1.6%	$1.4B
GOOGAlphabet Inc	3.5%	3.2%	3,931,213	-3.0%	$1.4B
BNBrookfield Corp	2.5%	2.6%	22,611,066	-2.8%	$964.4M
AMATApplied Matls Inc	2.3%	1.4%	1,240,454	-17.6%	$896.8M
BRK-BBerkshire Hathaway Inc Del	2.3%	2.4%	1,777,769	-1.4%	$889.6M
KKRKkr & Co Inc	2.2%	2.4%	9,416,070	+0.2%	$864.2M
AZOAutozone Inc	2.1%	2.5%	262,141	+0.1%	$837.8M
AVGOBroadcom Inc	2.1%	1.9%	2,150,271	-1.5%	$812.3M
AMZNAmazon Com Inc	2.0%	1.9%	3,262,397	+0.2%	$777.6M
INTCIntel Corp	1.7%	0.7%	4,638,876	-18.5%	$647.7M
VVisa Inc	1.5%	1.3%	1,682,548	+8.6%	$577.3M
LBLandbridge Company LLC Cl A	1.4%	1.4%	7,082,845	+0.4%	$561.2M
ORCLOracle Corp	1.4%	1.6%	3,772,494	-4.3%	$552.9M
GOOGLAlphabet Inc	1.3%	1.2%	1,479,067	-2.5%	$528.6M
NVDANvidia Corporation	1.3%	1.2%	2,531,922	-0.4%	$506.6M
TPLTexas Pacific Land Corporati	1.2%	1.4%	1,064,741	+0.2%	$466.0M
DHRDanaher Corp Del	1.1%	1.2%	2,248,424	-3.9%	$429.1M
TMOThermo Fisher Scientific Inc	1.1%	1.0%	841,894	+9.7%	$422.4M
SPGIS&p Global Inc	1.1%	1.2%	1,033,680	-1.2%	$421.0M
HONHoneywell Intl Inc	1.1%	—	1,858,036	—	$416.0M
HONAHoneywell Aerospace Inc	1.1%	—	1,875,740	—	$414.7M
SNPSSynopsys Inc	1.0%	0.9%	859,147	+1.2%	$383.2M
UNHUnitedhealth Group Inc	0.9%	0.8%	867,432	-15.6%	$360.5M
LINLinde PLC	0.9%	1.0%	678,305	-4.8%	$352.0M
PMPhilip Morris Intl Inc	0.8%	0.8%	1,769,286	-0.4%	$322.2M
GEVGe Vernova Inc	0.8%	0.7%	270,578	-1.0%	$318.0M
VOOVanguard Index Fds	0.8%	0.7%	430,074	+1.8%	$295.4M
LOWLowes Cos Inc	0.7%	0.9%	1,317,185	-5.9%	$290.4M
CRMSalesforce Inc	0.7%	1.4%	1,740,423	-34.2%	$273.4M
TTWOTake-Two Interactive Softwar	0.6%	0.6%	1,015,618	+0.4%	$253.9M
UBERUber Technologies Inc	0.6%	—	3,443,141	—	$248.5M
ALLYAlly Finl Inc	0.5%	0.5%	4,479,185	-2.3%	$205.8M
ORLYOreilly Automotive Inc	0.5%	0.6%	2,213,280	-2.4%	$203.8M
MARMarriott Intl Inc New	0.5%	0.5%	528,442	-1.7%	$195.8M
BKNGBooking Holdings Inc	0.5%	0.5%	1,089,139	+2545.4%	$194.1M
JNJJohnson & Johnson	0.5%	0.5%	704,715	-0.7%	$179.0M
UNPUnion Pac Corp	0.4%	0.4%	647,042	-1.3%	$176.0M
CSLCarlisle Cos Inc	0.4%	0.4%	469,174	+5.6%	$170.2M
AMRZAmrize Ltd Shs	0.4%	0.6%	3,144,788	-20.1%	$167.6M
AXPAmerican Express Co	0.4%	0.4%	453,549	-1.3%	$153.4M
ABBVAbbvie Inc	0.4%	0.4%	594,732	-1.7%	$149.7M
GEGe Aerospace	0.4%	—	385,836	—	$144.2M
MCDMcdonalds Corp	0.4%	0.5%	519,232	-3.9%	$140.4M
MTCHMatch Group Inc.	0.4%	0.3%	3,668,235	-0.5%	$139.6M
VRTVertiv Holdings Co	0.3%	0.4%	385,343	-30.2%	$129.0M
BALLBall Corp	0.3%	0.3%	2,043,868	+1.1%	$127.5M
AIZAssurant Inc	0.3%	—	405,627	—	$108.9M

What First Manhattan Co. LLC. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.6% /yr; S&P 500 +11.7%
3 years: +16.7% /yr; S&P 500 +22.3%
5 years: +10.2% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$39.2B	742
Q1 2026	$36.1B	753
Q4 2025	$38.1B	729
Q3 2025	$37.9B	714
Q2 2025	$35.4B	698
Q1 2025	$34.3B	678
Q4 2024	$34.1B	680
Q3 2024	$33.7B	682
Q2 2024	$31.2B	669
Q1 2024	$30.9B	1,411
Q4 2023	$28.8B	1,437
Q3 2023	$27.1B	1,488

Questions about First Manhattan Co. LLC.'s portfolio

What stocks does First Manhattan Co. LLC. own?

First Manhattan Co. LLC.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 742 positions worth $39.2B. The largest are Berkshire Hathaway Inc Del (BRK-A) at 26.3%, Microsoft Corp (MSFT) at 4.1%, Asml Hldg NV (ASML) at 3.6%, Apple Inc (AAPL) at 3.6% and Alphabet Inc (GOOG) at 3.5%.

What did First Manhattan Co. LLC. buy last quarter?

In Q2 2026, First Manhattan Co. LLC. added Booking Holdings Inc (BKNG) (+2545.4% shares), Thermo Fisher Scientific Inc (TMO) (+9.7% shares) and Visa Inc (V) (+8.6% shares), compared with its Q1 2026 filing.

What did First Manhattan Co. LLC. sell last quarter?

In Q2 2026, First Manhattan Co. LLC. cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Kinsale Cap Group Inc (KNSL), cut from its top 50 Intercontinental Exchange Inc (ICE), cut from its top 50 Meta Platforms Inc (META), Salesforce Inc (CRM) (-34.2% shares), Vertiv Holdings Co (VRT) (-30.2% shares) and Amrize Ltd Shs (AMRZ) (-20.1% shares), compared with its Q1 2026 filing.

How has First Manhattan Co. LLC.'s portfolio performed?

A portfolio copying First Manhattan Co. LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.6% against +11.7%. Over 5 years: +10.2% a year against +10.6%.

When is First Manhattan Co. LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. First Manhattan Co. LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does First Manhattan Co. LLC. manage?

First Manhattan Co. LLC. reported $38.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $39.2B.