First Manhattan

Latest statistics and disclosures from First Manhattan's latest quarterly 13F-HR filing:

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Portfolio Holdings for First Manhattan

Companies in the First Manhattan portfolio as of the March 2022 quarterly 13F filing

First Manhattan has 1678 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 33.1 $10B +2% 19k 528921.14
Apple (AAPL) 5.6 $1.7B 9.8M 174.61
Microsoft Corporation (MSFT) 5.1 $1.6B 5.1M 308.31
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 3.0 $925M -3% 16M 56.57
UnitedHealth (UNH) 2.7 $826M +3% 1.6M 509.97
Alphabet Cap Stk Cl C (GOOG) 2.5 $773M +4% 277k 2792.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $766M 2.2M 352.91
Danaher Corporation (DHR) 2.0 $616M 2.1M 293.33
Amazon (AMZN) 1.8 $561M +14% 172k 3259.94
AutoZone (AZO) 1.8 $549M 269k 2044.58
Nestle S A Ads 1 Ord Shrs (NSRGY) 1.6 $476M -2% 3.7M 130.10
Kkr & Co (KKR) 1.3 $401M +2% 6.9M 58.47
Iac Interactivecorp Com New (IAC) 1.2 $375M 3.7M 100.28
Thermo Fisher Scientific (TMO) 1.2 $373M 631k 590.65

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Oracle Corporation (ORCL) 1.1 $347M +2% 4.2M 82.73
Johnson & Johnson (JNJ) 0.9 $285M -13% 1.6M 177.23
Honeywell International (HON) 0.9 $281M +7% 1.4M 194.58
Meta Platforms Cl A (FB) 0.9 $269M +5% 1.2M 222.36
Accenture Plc Ireland Shs Class A (ACN) 0.9 $262M -3% 778k 337.23
Comcast Corp Cl A (CMCSA) 0.8 $239M +12% 5.1M 46.82
Abbvie (ABBV) 0.8 $238M +6% 1.5M 162.11
Alphabet Cap Stk Cl A (GOOGL) 0.8 $231M 83k 2781.34
Keysight Technologies (KEYS) 0.7 $214M -2% 1.4M 157.97
Intercontinental Exchange (ICE) 0.7 $211M 1.6M 132.12
Texas Pacific Land Corp (TPL) 0.7 $202M 149k 1352.11
Nextera Energy (NEE) 0.6 $197M +5% 2.3M 84.71
Nike CL B (NKE) 0.6 $194M +41% 1.4M 134.56
Philip Morris International (PM) 0.6 $182M 1.9M 93.94
McDonald's Corporation (MCD) 0.6 $176M 713k 247.28
Visa Com Cl A (V) 0.6 $176M -34% 794k 221.77
O'reilly Automotive (ORLY) 0.6 $172M 251k 684.96
S&p Global (SPGI) 0.5 $164M +152% 401k 410.18
Marriott Intl Cl A (MAR) 0.5 $159M -10% 903k 175.75
American Tower Reit (AMT) 0.5 $158M +6% 630k 251.22
Mondelez Intl Cl A (MDLZ) 0.5 $147M -2% 2.3M 62.78
Lowe's Companies (LOW) 0.5 $139M +17% 689k 202.19
Match Group (MTCH) 0.4 $130M +98% 1.2M 108.74
Domino's Pizza (DPZ) 0.4 $123M +2% 302k 407.01
Ally Financial (ALLY) 0.4 $123M +3% 2.8M 43.48
American Express Company (AXP) 0.4 $117M -14% 625k 187.00
Raytheon Technologies Corp (RTX) 0.4 $117M +8% 1.2M 99.07
Brookfield Infrast Partners Lp Int Unit (BIP) 0.4 $114M 1.7M 66.23
Coca-Cola Company (KO) 0.4 $111M -12% 1.8M 62.00
Entegris (ENTG) 0.3 $103M +82% 786k 131.26
Iaa (IAA) 0.3 $103M -25% 2.7M 38.25
Godaddy Cl A (GDDY) 0.3 $83M -67% 989k 83.70
Copart (CPRT) 0.3 $80M +972% 641k 125.47
Vimeo Common Stock (VMEO) 0.3 $77M +14% 6.5M 11.88
Walt Disney Company (DIS) 0.2 $74M +40% 538k 137.16
Capital One Financial (COF) 0.2 $73M +3% 553k 131.29
Enbridge (ENB) 0.2 $70M -5% 1.5M 46.09
Fortive (FTV) 0.2 $68M +14% 1.1M 60.93
Paypal Holdings (PYPL) 0.2 $68M -35% 587k 115.65
Csw Industrials (CSWI) 0.2 $67M 573k 117.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $66M +125% 159k 415.17
Service Corporation International (SCI) 0.2 $66M -2% 996k 65.82
Reckitt Benckiser Gr SHS (RBGPF) 0.2 $61M -13% 811k 75.42
Canadian Natural Resources (CNQ) 0.2 $60M -28% 966k 61.98
Pfizer (PFE) 0.2 $58M 1.1M 51.77
Enanta Pharmaceuticals (ENTA) 0.2 $56M -18% 789k 71.18
Moody's Corporation (MCO) 0.2 $53M +3% 157k 337.41
Us Bancorp Del Com New (USB) 0.2 $52M +9% 984k 53.15
Arrowhead Pharmaceuticals (ARWR) 0.2 $52M 1.1M 45.99
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.2 $51M -7% 1.1M 45.73
Stryker Corporation (SYK) 0.2 $50M 188k 267.35
Pinduoduo Sponsored Ads (PDD) 0.2 $48M NEW 1.2M 40.11
Iqvia Holdings (IQV) 0.2 $46M +7% 201k 231.21
Evolus (EOLS) 0.1 $46M +101% 4.1M 11.22
Procter & Gamble Company (PG) 0.1 $45M 294k 152.80
AmerisourceBergen (ABC) 0.1 $45M +22% 290k 154.71
JPMorgan Chase & Co. (JPM) 0.1 $41M +22% 303k 136.32
Hologic (HOLX) 0.1 $41M +21% 530k 76.82
Cme (CME) 0.1 $40M -5% 167k 237.86
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $40M -44% 660k 60.06
Amgen (AMGN) 0.1 $39M +7% 162k 241.81
Citigroup Com New (C) 0.1 $38M -9% 719k 53.40
Eli Lilly & Co. (LLY) 0.1 $38M +22% 132k 286.37
Charles Schwab Corporation (SCHW) 0.1 $38M 445k 84.31
United Parcel Service CL B (UPS) 0.1 $37M -2% 173k 214.46
Union Pacific Corporation (UNP) 0.1 $36M 131k 273.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $35M -63% 318k 108.80
Ingredion Incorporated (INGR) 0.1 $34M 393k 87.15
Nutrien (NTR) 0.1 $34M -5% 322k 103.99
American Water Works (AWK) 0.1 $33M -3% 196k 165.53
Verizon Communications (VZ) 0.1 $31M -7% 615k 50.94
Brookfield Renewable Partner Partnership Unit (BEP) 0.1 $31M 760k 41.07
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $31M -12% 229k 135.32
Hilton Worldwide Holdings (HLT) 0.1 $31M -16% 203k 151.74
Starbucks Corporation (SBUX) 0.1 $31M +1177% 335k 90.97
Boeing Company (BA) 0.1 $30M -9% 155k 191.50
Gra (GGG) 0.1 $30M 424k 69.72
Bilibili Spons Ads Rep Z (BILI) 0.1 $29M +3655% 1.2M 25.58
Diageo Spon Adr New (DEO) 0.1 $28M +27% 138k 203.13
American National Group Com New (ANAT) 0.1 $28M -10% 146k 189.09
Booking Holdings (BKNG) 0.1 $28M -9% 12k 2348.37
Activision Blizzard (ATVI) 0.1 $27M +7812% 341k 80.11
Boston Scientific Corporation (BSX) 0.1 $27M 614k 44.29
Wells Fargo & Company (WFC) 0.1 $27M -2% 560k 48.46
Trimas Corp Com New (TRS) 0.1 $26M -2% 808k 32.09
Snap-on Incorporated (SNA) 0.1 $26M 125k 205.47
Pepsi (PEP) 0.1 $25M +4% 150k 167.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $24M -21% 217k 112.25
Immunocore Hldgs Ads (IMCR) 0.1 $24M +308% 809k 29.90
Middlesex Water Company (MSEX) 0.1 $24M +12% 224k 105.17
Regenxbio Inc equity us cm (RGNX) 0.1 $23M +22% 696k 33.19
Exxon Mobil Corporation (XOM) 0.1 $22M +3% 266k 82.59
International Business Machines (IBM) 0.1 $22M -8% 166k 130.02
Merck & Co (MRK) 0.1 $21M -2% 255k 82.05
Northwestern Corp Com New (NWE) 0.1 $21M +12% 342k 60.49
Commercial Metals Company (CMC) 0.1 $21M +8% 495k 41.62
IDEXX Laboratories (IDXX) 0.1 $21M 37k 547.05
Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.1 $21M +20% 778k 26.33
Gates Indl Corp Ord Shs (GTES) 0.1 $20M +7% 1.3M 15.06
Blueprint Medicines (BPMC) 0.1 $20M 316k 63.88
Ameren Corporation (AEE) 0.1 $20M 215k 93.76
Cbiz (CBZ) 0.1 $20M -22% 471k 41.97
Abbott Laboratories (ABT) 0.1 $19M -27% 164k 118.36
Discovery Com Ser C (DISCK) 0.1 $19M 756k 24.97
Te Connectivity SHS (TEL) 0.1 $18M 138k 130.98
Novartis Sponsored Adr (NVS) 0.1 $18M -32% 203k 87.75
Howard Hughes (HHC) 0.1 $18M +27% 170k 103.61
Automatic Data Processing (ADP) 0.1 $18M +179% 77k 227.53
Martin Marietta Materials (MLM) 0.1 $17M 45k 384.89
CVS Caremark Corporation (CVS) 0.1 $17M +26% 170k 101.20
Mettler-Toledo International (MTD) 0.1 $16M 12k 1373.18
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $16M NEW 12k 1324.97
Axis Cap Hldgs SHS (AXS) 0.1 $16M 260k 60.47
3M Company (MMM) 0.1 $16M -5% 105k 148.87
CarMax (KMX) 0.1 $16M +41% 162k 96.48
Veritex Hldgs (VBTX) 0.1 $16M 408k 38.17
ConocoPhillips (COP) 0.1 $16M 156k 100.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $16M +5% 34k 451.63
Spirit Aerosystems Hldgs Com Cl A (SPR) 0.0 $15M 310k 48.89
Waters Corporation (WAT) 0.0 $15M 49k 310.38
Gilead Sciences (GILD) 0.0 $15M -16% 254k 59.45
United Therapeutics Corporation (UTHR) 0.0 $15M NEW 84k 179.40
Wyndham Hotels And Resorts (WH) 0.0 $15M +19% 177k 84.69
Altria (MO) 0.0 $15M -18% 285k 52.25
Agilent Technologies Inc C ommon (A) 0.0 $15M +54% 111k 132.32
RPM International (RPM) 0.0 $15M +9% 179k 81.44
Minerals Technologies (MTX) 0.0 $15M 220k 66.15
SJW (SJW) 0.0 $14M +3% 204k 69.58
Evergy (EVRG) 0.0 $14M +2% 202k 68.34
Douglas Emmett (DEI) 0.0 $14M +3% 411k 33.42
Jefferies Finl Group (JEF) 0.0 $14M 414k 32.85
Range Resources (RRC) 0.0 $14M 444k 30.38
CSX Corporation (CSX) 0.0 $13M +8% 358k 37.45
Essential Utils (WTRG) 0.0 $13M 260k 51.13
Travelers Companies (TRV) 0.0 $13M +23% 72k 182.71
Zto Express Cayman Sponsored Ads A (ZTO) 0.0 $13M -67% 517k 25.00
Lennar Corp Cl A (LEN) 0.0 $13M -2% 158k 81.17
Navigator Hldgs SHS (NVGS) 0.0 $13M +22% 1.0M 12.21
PNC Financial Services (PNC) 0.0 $13M 69k 184.44
Newmont Mining Corporation (NEM) 0.0 $12M 157k 79.45
Colgate-Palmolive Company (CL) 0.0 $12M 163k 75.82
Mirion Technologies Com Cl A (MIR) 0.0 $12M NEW 1.5M 8.07
Charter Communications Inc N Cl A (CHTR) 0.0 $12M -40% 22k 545.52
Chubb (CB) 0.0 $12M 57k 213.90
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $12M -5% 92k 131.05
Sempra Energy (SRE) 0.0 $12M -3% 71k 168.11
Loews Corporation (L) 0.0 $12M 181k 64.81
Aon Shs Cl A (AON) 0.0 $12M +131% 36k 325.60
Crown Castle Intl (CCI) 0.0 $12M +152% 63k 184.60
Yum! Brands (YUM) 0.0 $12M 97k 118.53
Mccormick & Co Com Non Vtg (MKC) 0.0 $11M -2% 114k 99.79
FedEx Corporation (FDX) 0.0 $11M -23% 48k 231.37
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $11M +11% 62k 177.20
Home Depot (HD) 0.0 $11M 37k 299.35
Transalta Corp (TAC) 0.0 $11M +61% 1.1M 10.36
Air Products & Chemicals (APD) 0.0 $11M -14% 42k 249.89
Oric Pharmaceuticals (ORIC) 0.0 $10M NEW 2.0M 5.34
Capital Southwest Corporation (CSWC) 0.0 $10M -3% 437k 23.73
Fidelity National Information Services (FIS) 0.0 $10M -35% 102k 100.41
Bloomin Brands (BLMN) 0.0 $9.9M NEW 454k 21.94
Orion Engineered Carbons (OEC) 0.0 $9.8M 615k 15.97
Northern Trust Corporation (NTRS) 0.0 $9.6M +2% 83k 116.45
Schlumberger Com Stk (SLB) 0.0 $9.6M 232k 41.31
Costco Wholesale Corporation (COST) 0.0 $9.6M -7% 17k 575.87
Zoetis Cl A (ZTS) 0.0 $9.5M +373% 51k 188.58
Cisco Systems (CSCO) 0.0 $9.2M -15% 166k 55.76
Amalgamated Financial Corp (AMAL) 0.0 $9.1M +59% 504k 17.97
Ida (IDA) 0.0 $9.0M +23% 78k 115.35
Motorola Solutions Com New (MSI) 0.0 $9.0M -2% 37k 242.18
Liberty Media Corp Del Com A Siriusxm (LSXMA) 0.0 $8.8M 193k 45.71
Devon Energy Corporation (DVN) 0.0 $8.8M +90% 149k 59.12
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $8.8M -2% 193k 45.32
Nasdaq Omx (NDAQ) 0.0 $8.7M 49k 178.20
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.0 $8.6M -6% 114k 75.43
Spdr Gold Tr Gold Shs (GLD) 0.0 $8.4M -9% 47k 180.64
Intel Corporation (INTC) 0.0 $8.3M +22% 168k 49.56
Otis Worldwide Corp (OTIS) 0.0 $8.3M +3% 108k 76.95
Enterprise Products Partners (EPD) 0.0 $8.3M 321k 25.81
NiSource (NI) 0.0 $8.3M +9% 260k 31.80
Baxter International (BAX) 0.0 $8.2M -31% 106k 77.53
MDU Resources (MDU) 0.0 $8.2M +15% 307k 26.65
Msa Safety Inc equity (MSA) 0.0 $8.1M 61k 132.69
Chevron Corporation (CVX) 0.0 $8.0M +19% 49k 162.80
Ameriprise Financial (AMP) 0.0 $8.0M 27k 300.35
Wal-Mart Stores (WMT) 0.0 $7.9M +85% 53k 148.90
Linde SHS (LIN) 0.0 $7.6M -13% 24k 319.39
Artesian Res Corp Cl A (ARTNA) 0.0 $7.6M 156k 48.55
Ishares Tr Core S&p500 Etf (IVV) 0.0 $7.6M +2% 17k 453.74
Harmony Biosciences Hldgs In (HRMY) 0.0 $7.5M NEW 154k 48.65
Becton, Dickinson and (BDX) 0.0 $7.4M +17% 28k 265.94
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $7.2M 164k 43.80
Hca Holdings (HCA) 0.0 $7.1M -8% 28k 250.62
Mainstreet Bancshares (MNSB) 0.0 $7.0M +9% 287k 24.31
Delta Air Lines Inc Del Com New (DAL) 0.0 $7.0M +16212% 176k 39.57
Helix Energy Solutions (HLX) 0.0 $7.0M +80% 1.5M 4.78
Arthur J. Gallagher & Co. (AJG) 0.0 $6.9M +660083% 40k 174.57
Denbury (DEN) 0.0 $6.9M NEW 88k 78.57
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $6.8M +19% 142k 48.02
Texas Instruments Incorporated (TXN) 0.0 $6.8M +2% 37k 183.49
Kimberly-Clark Corporation (KMB) 0.0 $6.7M 55k 123.14
Pan American Silver Corp Can (PAAS) 0.0 $6.7M +13% 246k 27.30
Chesapeake Utilities Corporation (CPK) 0.0 $6.7M 49k 137.75
Avis Budget (CAR) 0.0 $6.6M -74% 25k 263.27
Coty Com Cl A (COTY) 0.0 $6.5M +14% 724k 8.99
Illinois Tool Works (ITW) 0.0 $6.5M -3% 31k 209.40
Deere & Company (DE) 0.0 $6.4M +933% 15k 415.40
Urstadt Biddle Pptys Cl A (UBA) 0.0 $6.4M 339k 18.81
Rpt Realty Sh Ben Int (RPT) 0.0 $6.3M +182% 458k 13.77
Globe Life (GL) 0.0 $6.2M +3% 62k 100.59
Onto Innovation (ONTO) 0.0 $6.2M 71k 86.89
Caleres (CAL) 0.0 $6.2M +73% 320k 19.33
Meridian Bank (MRBK) 0.0 $6.1M -2% 191k 32.09
Ball Corporation (BLL) 0.0 $6.1M NEW 68k 89.99
Bank of America Corporation (BAC) 0.0 $6.1M +57% 147k 41.21
Walgreen Boots Alliance (WBA) 0.0 $6.1M 136k 44.77
Portland Gen Elec Com New (POR) 0.0 $6.0M -18% 108k 55.15
General Mills (GIS) 0.0 $5.9M +5% 88k 67.71
EOG Resources (EOG) 0.0 $5.9M -38% 50k 119.22
Ciena Corp Com New (CIEN) 0.0 $5.9M 97k 60.62
Green Brick Partners (GRBK) 0.0 $5.8M 293k 19.76
Dominion Resources (D) 0.0 $5.8M -55% 68k 84.96
Corteva (CTVA) 0.0 $5.8M +179% 101k 57.47
Consolidated Water Ord (CWCO) 0.0 $5.6M +6% 507k 11.06
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $5.6M -8% 34k 166.19
Vanguard Index Fds Small Cp Etf (VB) 0.0 $5.4M +32% 25k 212.51
Atlas Air Worldwide Hldgs In Com New (AAWW) 0.0 $5.4M 62k 86.36
1st Colonial Bancorp Common (FCOB) 0.0 $5.2M 454k 11.55
Agrofresh Solutions (AGFS) 0.0 $5.2M +29% 2.8M 1.90
Safeguard Scientifics Com New (SFE) 0.0 $5.2M 992k 5.22
Digital Realty Trust (DLR) 0.0 $5.2M +9003% 36k 141.79
Black Hills Corporation (BKH) 0.0 $5.1M +4% 67k 77.01
American Intl Group Com New (AIG) 0.0 $5.1M +9% 82k 62.76
eBay (EBAY) 0.0 $5.0M +203% 87k 57.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $4.9M +16% 28k 175.93
Assurant (AIZ) 0.0 $4.9M -14% 27k 181.81
Dupont De Nemours (DD) 0.0 $4.8M +78% 66k 73.56

Past Filings by First Manhattan

SEC 13F filings are viewable for First Manhattan going back to 2011

View all past filings