FIRST MANHATTAN CO
- SEC CIK
- 0000728083
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 742
- −11 vs. Q1 2026
- Total value
- $39.24B
- +$3.18B (+8.8%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 13,803 | $10.34B | 26.34% | −166−1.2% | Reduced | View |
| MSFTMICROSOFT CORP COM | Stock | 4,345,361 | $1.62B | 4.13% | −25,803−0.6% | Reduced | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 718,408 | $1.43B | 3.64% | −35,944−4.8% | Reduced | View |
| AAPLAPPLE INC COM | Stock | 4,935,720 | $1.43B | 3.64% | −80,775−1.6% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 3,931,213 | $1.39B | 3.54% | −120,725−3.0% | Reduced | View |
| BNBROOKFIELD CORP | CL A LTD VT SH | 22,611,066 | $964.39M | 2.46% | −654,619−2.8% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 1,240,454 | $896.85M | 2.29% | −264,971−17.6% | Reduced | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,777,769 | $889.58M | 2.27% | −25,831−1.4% | Reduced | View |
| KKRKKR & CO INC | COM | 9,416,070 | $864.21M | 2.20% | +21,903+0.2% | Added | View |
| AZOAUTOZONE INC | COM | 262,141 | $837.79M | 2.14% | +326+0.1% | Added | View |
| AVGOBROADCOM INC COM | Stock | 2,150,271 | $812.26M | 2.07% | −32,886−1.5% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 3,262,397 | $777.56M | 1.98% | +7,292+0.2% | Added | View |
| INTCINTEL CORP COM | Stock | 4,638,876 | $647.73M | 1.65% | −1,052,184−18.5% | Reduced | View |
| VVISA INC COM CL A | Stock | 1,682,548 | $577.27M | 1.47% | +133,732+8.6% | Added | View |
| LBLANDBRIDGE COMPANY LLC | CL A | 7,082,845 | $561.24M | 1.43% | +25,617+0.4% | Added | View |
| ORCLORACLE CORP COM | Stock | 3,772,494 | $552.86M | 1.41% | −167,535−4.3% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,479,067 | $528.57M | 1.35% | −37,626−2.5% | Reduced | View |
| NVDANVIDIA CORPORATION COM | Stock | 2,531,922 | $506.61M | 1.29% | −11,056−0.4% | Reduced | View |
| TPLTEXAS PACIFIC LAND CORPORATION COM | Stock | 1,064,741 | $465.97M | 1.19% | +1,972+0.2% | Added | View |
| DHRDANAHER CORP DEL COM | Stock | 2,248,424 | $429.11M | 1.09% | −90,118−3.9% | Reduced | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 841,894 | $422.45M | 1.08% | +74,734+9.7% | Added | View |
| SPGIS&P GLOBAL INC COM | Stock | 1,033,680 | $420.98M | 1.07% | −12,971−1.2% | Reduced | View |
| HONHONEYWELL INTL INC COM | Stock | 1,858,036 | $416.01M | 1.06% | +1,858,036 | New | View |
| HONAHONEYWELL AEROSPACE INC | COM | 1,875,740 | $414.69M | 1.06% | +1,875,740 | New | View |
| SNPSSYNOPSYS INC | COM | 859,147 | $383.24M | 0.98% | +10,555+1.2% | Added | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 867,432 | $360.53M | 0.92% | −160,245−15.6% | Reduced | View |
| LINLINDE PLC SHS | Stock | 678,305 | $352M | 0.90% | −34,294−4.8% | Reduced | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 1,769,286 | $322.22M | 0.82% | −6,283−0.4% | Reduced | View |
| GEVGE VERNOVA INC COM | Stock | 270,578 | $318.02M | 0.81% | −2,782−1.0% | Reduced | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 430,074 | $295.38M | 0.75% | +7,401+1.8% | Added | – |
| LOWLOWES COS INC COM | Stock | 1,317,185 | $290.43M | 0.74% | −82,244−5.9% | Reduced | View |
| CRMSALESFORCE INC COM | Stock | 1,740,423 | $273.36M | 0.70% | −904,905−34.2% | Reduced | View |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 1,015,618 | $253.88M | 0.65% | +4,353+0.4% | Added | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 3,443,141 | $248.46M | 0.63% | +2,812,761+446.2% | Added | View |
| ALLYALLY FINL INC COM | Stock | 4,479,185 | $205.82M | 0.52% | −104,891−2.3% | Reduced | View |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 2,213,280 | $203.82M | 0.52% | −54,723−2.4% | Reduced | View |
| MARMARRIOTT INTL INC NEW CL A | Stock | 528,442 | $195.84M | 0.50% | −9,175−1.7% | Reduced | View |
| BKNGBOOKING HOLDINGS INC COM | Stock | 1,089,139 | $194.13M | 0.49% | +1,047,968+2,545.4% | Added | View |
| JNJJOHNSON & JOHNSON COM | Stock | 704,715 | $178.98M | 0.46% | −5,175−0.7% | Reduced | View |
| UNPUNION PAC CORP COM | Stock | 647,042 | $176M | 0.45% | −8,214−1.3% | Reduced | View |
| CSLCARLISLE COS INC | COM | 469,174 | $170.19M | 0.43% | +24,908+5.6% | Added | View |
| AMRZAMRIZE LTD | SHS | 3,144,788 | $167.62M | 0.43% | −793,091−20.1% | Reduced | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 453,549 | $153.41M | 0.39% | −6,141−1.3% | Reduced | View |
| ABBVABBVIE INC COM | Stock | 594,732 | $149.66M | 0.38% | −10,100−1.7% | Reduced | View |
| GEGE AEROSPACE COM NEW | Stock | 385,836 | $144.2M | 0.37% | +193,085+100.2% | Added | View |
| MCDMCDONALDS CORP COM | Stock | 519,232 | $140.35M | 0.36% | −21,064−3.9% | Reduced | View |
| MTCHMATCH GROUP INC NEW | COM | 3,668,235 | $139.58M | 0.36% | −18,056−0.5% | Reduced | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 385,343 | $129.02M | 0.33% | −166,750−30.2% | Reduced | View |
| BALLBALL CORP | COM | 2,043,868 | $127.54M | 0.33% | +22,973+1.1% | Added | View |
| AIZASSURANT INC COM | Stock | 405,627 | $108.92M | 0.28% | −2,962−0.7% | Reduced | View |
| COFCAPITAL ONE FINL CORP COM | Stock | 536,652 | $107.66M | 0.27% | −713−0.1% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 175,882 | $99.07M | 0.25% | −13,668−7.2% | Reduced | View |
| NORTHERN LTS FD TR IV66538H211 | FMC EXCELSIOR FO | 2,619,156 | $97.65M | 0.25% | −397,395−13.2% | Reduced | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 294,172 | $96.29M | 0.25% | +900+0.3% | Added | View |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 447,053 | $95.12M | 0.24% | +39,590+9.7% | Added | – |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 756,729 | $94.17M | 0.24% | +275,540+57.3% | Added | View |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 728,686 | $89.71M | 0.23% | −291,017−28.5% | Reduced | View |
| SCISERVICE CORP INTL | COM | 1,157,795 | $87.95M | 0.22% | −5,169−0.4% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 72,685 | $87.18M | 0.22% | −997−1.4% | Reduced | View |
| QXOQXO INC | COM NEW | 4,868,271 | $84.13M | 0.21% | +3,224,204+196.1% | Added | View |
| WOLFWOLFSPEED INC | COMMON STOCK | 1,644,966 | $79.37M | 0.20% | +1,644,966 | New | View |
| WDAYWORKDAY INC | CL A | 639,339 | $78.27M | 0.20% | +639,339 | New | View |
| CSWCSW INDUSTRIALS INC | COM | 270,170 | $75.19M | 0.19% | +403+0.1% | Added | View |
| VLTOVERALTO CORP COM SHS | Stock | 821,834 | $72.99M | 0.19% | +248,171+43.3% | Added | View |
| KOCOCA COLA CO COM | Stock | 888,365 | $72.68M | 0.19% | −36,556−4.0% | Reduced | View |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 1,697,334 | $72.44M | 0.18% | −3,213,883−65.4% | Reduced | View |
| POOLPOOL CORP | COM | 323,110 | $69.44M | 0.18% | +38,086+13.4% | Added | View |
| EROKEAGLEROCK LD LLC | CL A SHS REP LTD | 3,256,970 | $69.21M | 0.18% | +3,256,970 | New | View |
| CORCENCORA INC COM | Stock | 240,747 | $68.13M | 0.17% | −2,056−0.8% | Reduced | View |
| TMCTMC THE METALS COMPANY INC | COM | 15,315,924 | $67.85M | 0.17% | 00.0% | Unchanged | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 90,479 | $67.76M | 0.17% | +22,018+32.2% | Added | – |
| BLBLACKLINE INC | COM | 2,403,510 | $67.47M | 0.17% | −273,477−10.2% | Reduced | View |
| BIPBROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | 1,797,215 | $65.58M | 0.17% | −25,592−1.4% | Reduced | View |
| CBCHUBB LIMITED COM | Stock | 190,921 | $65.05M | 0.17% | +2,842+1.5% | Added | View |
| KNSLKINSALE CAP GROUP INC COM | Stock | 188,375 | $62.13M | 0.16% | −427,656−69.4% | Reduced | View |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 175,497 | $61.44M | 0.16% | −10,695−5.7% | Reduced | View |
| IQVIQVIA HLDGS INC COM | Stock | 312,542 | $60.39M | 0.15% | +12,486+4.2% | Added | View |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 698,320 | $56.26M | 0.14% | +541,924+346.5% | Added | – |
| ISHARES SEMICONDUCTOR ETF464287523 | ETF | 85,294 | $54.65M | 0.14% | −15,978−15.8% | Reduced | – |
| NESTLE SA ADR641069406 | COM | 528,186 | $54.24M | 0.14% | −65,235−11.0% | Reduced | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 97,516 | $50.08M | 0.13% | −2,807−2.8% | Reduced | View |
| BAMBROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 1,069,167 | $47.95M | 0.12% | −37,878−3.4% | Reduced | View |
| CNQCANADIAN NAT RES LTD MED TER | COM | 1,124,614 | $44.91M | 0.11% | −34,367−3.0% | Reduced | View |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 135,896 | $44.91M | 0.11% | −4,299−3.1% | Reduced | View |
| MSMORGAN STANLEY COM NEW | Stock | 211,022 | $44.11M | 0.11% | −4,044−1.9% | Reduced | View |
| MDLZMONDELEZ INTL INC CL A | Stock | 740,231 | $43.19M | 0.11% | −125,460−14.5% | Reduced | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 458,665 | $42.32M | 0.11% | −5,438−1.2% | Reduced | View |
| MCOMOODYS CORP COM | Stock | 89,014 | $40.32M | 0.10% | −288−0.3% | Reduced | View |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 139,968 | $39.36M | 0.10% | +4,286+3.2% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 66,599 | $38.69M | 0.10% | −17,387−20.7% | Reduced | View |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 171,366 | $37.35M | 0.10% | +148,364+645.0% | Added | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 151,279 | $35.8M | 0.09% | +4,292+2.9% | Added | – |
| AMGNAMGEN INC COM | Stock | 87,079 | $31.53M | 0.08% | −3,830−4.2% | Reduced | View |
| CPRTCOPART INC | COM | 1,099,434 | $30.99M | 0.08% | −1,846,696−62.7% | Reduced | View |
| SNASNAP ON INC | COM | 76,036 | $30.6M | 0.08% | −425−0.6% | Reduced | View |
| WFCWELLS FARGO & CO COM | Stock | 364,317 | $30.11M | 0.08% | −2,406−0.7% | Reduced | View |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 99,194 | $30.07M | 0.08% | +9,767+10.9% | Added | – |
| PGPROCTER & GAMBLE CO COM | Stock | 203,054 | $29.78M | 0.08% | −11,239−5.2% | Reduced | View |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 39,352 | $29.39M | 0.07% | +3,480+9.7% | Added | View |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 184,342 | $29.13M | 0.07% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (61)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 1,980,789 | $447.72M | 1.24% |
| BAHBOOZ ALLEN HAMILTON HLDG COR | CL A | 353,892 | $27.61M | 0.08% |
| VANGUARD HEALTH CARE ETF92204A504 | ETF | 87,532 | $23.84M | 0.07% |
| TACTRANSALTA CORP | COM | 793,222 | $10.43M | 0.03% |
| COTERRA ENERGY INC COM127097103 | Stock | 229,162 | $8.05M | 0.02% |
| TAYLOR MORRISON HOME CORP87724P106 | COM | 136,915 | $7.97M | 0.02% |
| DMACDIAMEDICA THERAPEUTICS INC | COM NEW | 455,000 | $3.08M | 0.01% |
| PSNPARSONS CORP DEL | COM | 56,765 | $3.07M | 0.01% |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 18,485 | $1.53M | 0.00% |
| ULTAULTA BEAUTY INC COM | Stock | 2,220 | $1.16M | 0.00% |
| ICLRICON PLC | COM | 10,055 | $1.11M | 0.00% |
| HERITAGE COMM CORP426927109 | COM | 68,645 | $865.61K | 0.00% |
| DLRDIGITAL RLTY TR INC | COM | 4,265 | $768.6K | 0.00% |
| TGBTASEKO MINES LTD | COM | 100,000 | $645K | 0.00% |
| FSEAFIRST SEACOAST BANCORP INC | COM | 50,000 | $628K | 0.00% |
| ISHARES TR464287440 | 7-10 YR TRSY BD | 5,688 | $542.86K | 0.00% |
| BRKRBRUKER CORP | COM | 14,631 | $529.22K | 0.00% |
| AIR LEASE CORP00912X302 | CL A | 8,000 | $521.28K | 0.00% |
| YORWYORK WTR CO | COM | 16,400 | $503.12K | 0.00% |
| GOLDMAN SACHS ETF TR38149W622 | S&P 500 PREMIUM | 8,787 | $439.7K | 0.00% |
| VANGUARD INDEX FDS922908652 | EXTEND MKT ETF | 2,093 | $430.74K | 0.00% |
| KMIKINDER MORGAN INC DEL COM | Stock | 12,641 | $423.85K | 0.00% |
| CBSHCOMMERCE BANCSHARES INC COM | Stock | 8,587 | $422.46K | 0.00% |
| ULUNILEVER PLC | SPON ADR NEW | 7,042 | $405K | 0.00% |
| CRWVCOREWEAVE INC COM CL A | Stock | 5,000 | $387.35K | 0.00% |
| TYLTYLER TECHNOLOGIES INC | COM | 1,114 | $381.41K | 0.00% |
| VANGUARD S&P 500 GROWTH ETF921932505 | ETF | 932 | $379.97K | 0.00% |
| AUBATLANTIC UN BANKSHARES CORP | COM | 10,320 | $368.84K | 0.00% |
| SPDR SERIES TRUST78464A763 | ST STR SP DIV | 2,386 | $348.21K | 0.00% |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,837 | $344.31K | 0.00% |
| BLDRBUILDERS FIRSTSOURCE INC COM | Stock | 4,071 | $335.17K | 0.00% |
| ISHARES TR464287556 | ISHARES BIOTECH | 1,911 | $322.67K | 0.00% |
| CACCAMDEN NATL CORP | COM | 6,750 | $320.29K | 0.00% |
| RSGREPUBLIC SVCS INC | COM | 1,452 | $318.02K | 0.00% |
| ABNBAIRBNB INC COM CL A | Stock | 2,395 | $302.45K | 0.00% |
| ISHARES RUSSELL 2000 GROWTH ETF464287648 | ETF | 883 | $277.09K | 0.00% |
| RYNRAYONIER INC | COM | 13,381 | $275.92K | 0.00% |
| ISHARES INC464286749 | MSCI SWITZERLAND | 4,515 | $265.53K | 0.00% |
| FNDFLOOR & DECOR HLDGS INC | CL A | 5,096 | $258.88K | 0.00% |
| SCHWAB US AGGREGATE BOND ETF808524839 | ETF | 10,232 | $237.59K | 0.00% |
| EQTEQT CORP COM | Stock | 3,718 | $236.61K | 0.00% |
| YUMCYUM CHINA HLDGS INC | COM | 4,781 | $233.22K | 0.00% |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 3,476 | $224.58K | 0.00% |
| FTNTFORTINET INC COM | Stock | 2,744 | $224.24K | 0.00% |
| PRUPRUDENTIAL FINL INC COM | Stock | 2,235 | $218.35K | 0.00% |
| CLXCLOROX CO DEL COM | Stock | 2,100 | $217.62K | 0.00% |
| AAALCOA CORP COM | Stock | 3,250 | $215.57K | 0.00% |
| AOSSMITH A O CORP | COM | 3,246 | $214.04K | 0.00% |
| DDDUPONT DE NEMOURS INC | COM | 4,662 | $213.5K | 0.00% |
| ZBHZIMMER BIOMET HOLDINGS INC COM | Stock | 2,332 | $211.42K | 0.00% |
| BCALCALIFORNIA BANCORP | COM | 11,682 | $208.17K | 0.00% |
| POSTPOST HLDGS INC | COM | 2,102 | $207.8K | 0.00% |
| ONONON HLDG AG NAMEN AKT A | Stock | 5,924 | $201.53K | 0.00% |
| LINKBANCORP INC53578P105 | COMMON STOCK | 22,500 | $187.65K | 0.00% |
| PTENPATTERSON-UTI ENERGY INC | COM | 14,041 | $152.06K | 0.00% |
| DIBS1STDIBS COM INC | COM | 18,484 | $101.66K | 0.00% |
| EMERALD HOLDING INC29103W104 | COM | 21,763 | $98.48K | 0.00% |
| MDXHMDXHEALTH SA | SHS NEW | 27,000 | $62.1K | 0.00% |
| ALDXALDEYRA THERAPEUTICS INC | COM | 34,745 | $58.72K | 0.00% |
| ORIOORION DIGITAL CORP | COM | 26,400 | $25.35K | 0.00% |
| CALCCALCIMEDICA INC | COM NEW | 13,226 | $7.14K | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 742 | $39.24B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 753 | $36.06B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 729 | $38.09B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 714 | $37.86B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 698 | $35.42B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 678 | $34.28B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 680 | $34.09B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 682 | $33.73B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 15, 2024Amended | 669 | $31.19B | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 1,411 | $30.86B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024 | 1,437 | $28.82B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 1,490 | $27.09B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 1,426 | $27.3B | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 1,518 | $26.07B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 1,682 | $27.29B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 1,637 | $23.61B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 1,658 | $24.81B | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 1,674 | $30.57B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 1,648 | $30.34B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 1,655 | $27.14B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 1,616 | $27.39B | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 1,522 | $23.2B | – | SEC |