FIRST MANHATTAN CO. LLC.
CIK 728083
13F filing for Q2 2026・No. 237
- Holdings
- US$39.24B
- Quarter change
- +US$3.18B
- Entries
- 742
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
742 stocks worth US$39.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DELCL A | — | 13,803 | US$10.34B | 26.34% |
| MSFTMicrosoftCOM | — | 4,345,361 | US$1.62B | 4.13% |
| ASMLASML HLDG NVN Y REGISTRY SHS | — | 718,408 | US$1.43B | 3.64% |
| AAPLAppleCOM | — | 4,935,720 | US$1.43B | 3.64% |
| GOOGALPHABET INCCAP STK CL C | — | 3,931,213 | US$1.39B | 3.54% |
| BNBROOKFIELD CORPCL A LTD VT SH | — | 22,611,066 | US$964.39M | 2.46% |
| AMATAPPLIED MATLS INCCOM | — | 1,240,454 | US$896.85M | 2.29% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | — | 1,777,769 | US$889.58M | 2.27% |
| KKRKKR & CO INCCOM | — | 9,416,070 | US$864.21M | 2.20% |
| AZOAUTOZONE INCCOM | — | 262,141 | US$837.79M | 2.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.