Holders — by stockHoldings — by fund
FIRST MANHATTAN CO. LLC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 728083
$39.24B
disclosed book value
742
positions
26.3%
largest position share
Positions, as of 2026-06-30
top 100 of 742 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/ABERKSHIRE HATHAWAY INC DEL | 13,803 | $10.34B | 26.3% |
| 2 | MSFTMICROSOFT CORP | 4.3M | $1.62B | 4.1% |
| 3 | ASML HLDG NV | 718,408 | $1.43B | 3.6% |
| 4 | AAPLAPPLE INC | 4.9M | $1.43B | 3.6% |
| 5 | GOOGALPHABET INC | 3.9M | $1.39B | 3.5% |
| 6 | BNBROOKFIELD CORP | 22.6M | $964.4M | 2.5% |
| 7 | AMATAPPLIED MATLS INC | 1.2M | $896.8M | 2.3% |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1.8M | $889.6M | 2.3% |
| 9 | KKRKKR & CO INC | 9.4M | $864.2M | 2.2% |
| 10 | AZOAUTOZONE INC | 262,141 | $837.8M | 2.1% |
| 11 | AVGOBROADCOM INC | 2.2M | $812.3M | 2.1% |
| 12 | AMZNAMAZON COM INC | 3.3M | $777.6M | 2% |
| 13 | INTCINTEL CORP | 4.6M | $647.7M | 1.7% |
| 14 | VVISA INC | 1.7M | $577.3M | 1.5% |
| 15 | LBLANDBRIDGE COMPANY LLC | 7.1M | $561.2M | 1.4% |
| 16 | ORCLORACLE CORP | 3.8M | $552.9M | 1.4% |
| 17 | GOOGLALPHABET INC | 1.5M | $528.6M | 1.3% |
| 18 | NVDANVIDIA CORPORATION | 2.5M | $506.6M | 1.3% |
| 19 | TPLTEXAS PACIFIC LAND CORPORATI | 1.1M | $466.0M | 1.2% |
| 20 | DHRDANAHER CORP DEL | 2.2M | $429.1M | 1.1% |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 841,894 | $422.4M | 1.1% |
| 22 | SPGIS&P GLOBAL INC | 1.0M | $421.0M | 1.1% |
| 23 | HONEYWELL INTL INC | 1.9M | $416.0M | 1.1% |
| 24 | HONEYWELL AEROSPACE INC | 1.9M | $414.7M | 1.1% |
| 25 | SNPSSYNOPSYS INC | 859,147 | $383.2M | 1% |
| 26 | UNHUNITEDHEALTH GROUP INC | 867,432 | $360.5M | 0.9% |
| 27 | LINDE PLC | 678,305 | $352.0M | 0.9% |
| 28 | PMPHILIP MORRIS INTL INC | 1.8M | $322.2M | 0.8% |
| 29 | GEVGE VERNOVA INC | 270,578 | $318.0M | 0.8% |
| 30 | VOOVANGUARD INDEX FDS | 430,074 | $295.4M | 0.8% |
| 31 | LOWLOWES COS INC | 1.3M | $290.4M | 0.7% |
| 32 | CRMSALESFORCE INC | 1.7M | $273.4M | 0.7% |
| 33 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1.0M | $253.9M | 0.6% |
| 34 | UBERUBER TECHNOLOGIES INC | 3.4M | $248.5M | 0.6% |
| 35 | ALLYALLY FINL INC | 4.5M | $205.8M | 0.5% |
| 36 | ORLYOREILLY AUTOMOTIVE INC | 2.2M | $203.8M | 0.5% |
| 37 | MARMARRIOTT INTL INC NEW | 528,442 | $195.8M | 0.5% |
| 38 | BKNGBOOKING HOLDINGS INC | 1.1M | $194.1M | 0.5% |
| 39 | JNJJOHNSON & JOHNSON | 704,715 | $179.0M | 0.5% |
| 40 | UNPUNION PAC CORP | 647,042 | $176.0M | 0.4% |
| 41 | CSLCARLISLE COS INC | 469,174 | $170.2M | 0.4% |
| 42 | AMRIZE LTD | 3.1M | $167.6M | 0.4% |
| 43 | AXPAMERICAN EXPRESS CO | 453,549 | $153.4M | 0.4% |
| 44 | ABBVABBVIE INC | 594,732 | $149.7M | 0.4% |
| 45 | GEGE AEROSPACE | 385,836 | $144.2M | 0.4% |
| 46 | MCDMCDONALDS CORP | 519,232 | $140.4M | 0.4% |
| 47 | MTCHMATCH GROUP INC NEW | 3.7M | $139.6M | 0.4% |
| 48 | VRTVERTIV HOLDINGS CO | 385,343 | $129.0M | 0.3% |
| 49 | BALLBALL CORP | 2.0M | $127.5M | 0.3% |
| 50 | AIZASSURANT INC | 405,627 | $108.9M | 0.3% |
| 51 | COFCAPITAL ONE FINL CORP | 536,652 | $107.7M | 0.3% |
| 52 | METAMETA PLATFORMS INC | 175,882 | $99.1M | 0.3% |
| 53 | NORTHERN LTS FD TR IV | 2.6M | $97.7M | 0.2% |
| 54 | JPMJPMORGAN CHASE & CO | 294,172 | $96.3M | 0.2% |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 447,053 | $95.1M | 0.2% |
| 56 | ACCENTURE PLC IRELAND | 756,729 | $94.2M | 0.2% |
| 57 | ICEINTERCONTINENTAL EXCHANGE IN | 728,686 | $89.7M | 0.2% |
| 58 | SCISERVICE CORP INTL | 1.2M | $87.9M | 0.2% |
| 59 | LLYELI LILLY & CO | 72,685 | $87.2M | 0.2% |
| 60 | QXOQXO INC | 4.9M | $84.1M | 0.2% |
| 61 | WOLFWOLFSPEED INC | 1.6M | $79.4M | 0.2% |
| 62 | WDAYWORKDAY INC | 639,339 | $78.3M | 0.2% |
| 63 | CSWCSW INDUSTRIALS INC | 270,170 | $75.2M | 0.2% |
| 64 | VLTOVERALTO CORP | 821,834 | $73.0M | 0.2% |
| 65 | KOCOCA COLA CO | 888,365 | $72.7M | 0.2% |
| 66 | BSXBOSTON SCIENTIFIC CORP | 1.7M | $72.4M | 0.2% |
| 67 | POOLPOOL CORP | 323,110 | $69.4M | 0.2% |
| 68 | EAGLEROCK LD LLC | 3.3M | $69.2M | 0.2% |
| 69 | CORCENCORA INC | 240,747 | $68.1M | 0.2% |
| 70 | TMC THE METALS COMPANY INC | 15.3M | $67.8M | 0.2% |
| 71 | IVVISHARES TR | 90,479 | $67.8M | 0.2% |
| 72 | BLBLACKLINE INC | 2.4M | $67.5M | 0.2% |
| 73 | BROOKFIELD INFRASTRUCTURE PA | 1.8M | $65.6M | 0.2% |
| 74 | CHUBB LIMITED | 190,921 | $65.1M | 0.2% |
| 75 | KNSLKINSALE CAP GROUP INC | 188,375 | $62.1M | 0.2% |
| 76 | KEYSKEYSIGHT TECHNOLOGIES INC | 175,497 | $61.4M | 0.2% |
| 77 | IQVIQVIA HLDGS INC | 312,542 | $60.4M | 0.2% |
| 78 | VOVANGUARD INDEX FDS | 698,320 | $56.3M | 0.1% |
| 79 | SOXXISHARES TR | 85,294 | $54.7M | 0.1% |
| 80 | NSRGYNESTLE SA | 528,186 | $54.2M | 0.1% |
| 81 | MAMASTERCARD INCORPORATED | 97,516 | $50.1M | 0.1% |
| 82 | BAMBROOKFIELD ASSET MANAGMT LTD | 1.1M | $47.9M | 0.1% |
| 83 | CNQCANADIAN NAT RES LTD MED TER | 1.1M | $44.9M | 0.1% |
| 84 | HLTHILTON WORLDWIDE HLDGS INC | 135,896 | $44.9M | 0.1% |
| 85 | MSMORGAN STANLEY | 211,022 | $44.1M | 0.1% |
| 86 | MDLZMONDELEZ INTL INC | 740,231 | $43.2M | 0.1% |
| 87 | SCHWSCHWAB CHARLES CORP | 458,665 | $42.3M | 0.1% |
| 88 | MCOMOODYS CORP | 89,014 | $40.3M | 0.1% |
| 89 | IBMINTERNATIONAL BUSINESS MACHS | 139,968 | $39.4M | 0.1% |
| 90 | AMDADVANCED MICRO DEVICES INC | 66,599 | $38.7M | 0.1% |
| 91 | VTVVANGUARD INDEX FDS | 171,366 | $37.3M | 0.1% |
| 92 | VIGVANGUARD SPECIALIZED FUNDS | 151,279 | $35.8M | 0.1% |
| 93 | AMGNAMGEN INC | 87,079 | $31.5M | 0.1% |
| 94 | CPRTCOPART INC | 1.1M | $31.0M | 0.1% |
| 95 | SNASNAP ON INC | 76,036 | $30.6M | 0.1% |
| 96 | WFCWELLS FARGO & CO | 364,317 | $30.1M | 0.1% |
| 97 | VBVANGUARD INDEX FDS | 99,194 | $30.1M | 0.1% |
| 98 | PGPROCTER & GAMBLE CO | 203,054 | $29.8M | 0.1% |
| 99 | SPYSTATE STR SPDR S&P 500 ETF T | 39,352 | $29.4M | 0.1% |
| 100 | VYMVANGUARD WHITEHALL FDS | 184,342 | $29.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.