FIRST MANHATTAN CO. LLC. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$26.1B
Holdings
1,525
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (1,525 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 18,452 | $8.6T | 32934.60% | |
| 2 | MSFTMICROSOFT CORP | 4,967,611 | $1.4T | 5481.50% | |
| 3 | AAPLAPPLE INC | 8,176,674 | $1.3T | 5158.07% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 1,605,889 | $755.5B | 2897.38% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,119,397 | $654.4B | 2509.76% | |
| 6 | AZOAUTOZONE INC | 248,335 | $610.4B | 2341.15% | |
| 7 | GOOGALPHABET INC | 5,574,373 | $579.5B | 2222.34% | |
| 8 | BNBROOKFIELD CORP | 17,760,055 | $576.6B | 2211.24% | |
| 9 | DHRDANAHER CORPORATION | 2,072,477 | $522.1B | 2002.25% | |
| 10 | ORCLORACLE CORP | 4,988,019 | $460.4B | 1765.70% | |
| 11 | NSRGYNESTLE S A | 3,616,410 | $440.1B | 1687.78% | |
| 12 | KKRKKR & CO INC | 8,407,554 | $436.7B | 1674.73% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 724,844 | $417.8B | 1602.25% | |
| 14 | HONHONEYWELL INTL INC | 1,415,316 | $269.3B | 1032.99% | |
| 15 | VVISA INC | 1,089,276 | $245.5B | 941.43% | |
| 16 | TPLTEXAS PACIFIC LAND CORPORATI | 144,053 | $245.0B | 939.76% | |
| 17 | LOWLOWES COS INC | 1,223,493 | $244.7B | 938.32% | |
| 18 | SPGIS&P GLOBAL INC | 691,261 | $237.2B | 909.69% | |
| 19 | LINLINDE PLC | 647,350 | $226.8B | 869.67% | |
| 20 | ACNACCENTURE PLC IRELAND | 758,975 | $216.9B | 831.94% | |
| 21 | JNJJOHNSON & JOHNSON | 1,385,454 | $214.7B | 823.59% | |
| 22 | AMZNAMAZON COM INC | 2,064,478 | $213.2B | 817.81% | |
| 23 | ABBVABBVIE INC | 1,254,949 | $200.0B | 767.04% | |
| 24 | ORLYOREILLY AUTOMOTIVE INC | 227,950 | $190.0B | 728.71% | |
| 25 | NKENIKE INC | 1,541,124 | $189.0B | 724.86% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 1,860,180 | $180.9B | 693.79% | |
| 27 | CMCSACOMCAST CORP NEW | 4,751,703 | $179.6B | 688.96% | |
| 28 | GOOGLALPHABET INC | 1,727,732 | $178.6B | 685.02% | |
| 29 | ICEINTERCONTINENTAL EXCHANGE IN | 1,695,309 | $176.8B | 678.07% | |
| 30 | MCDMCDONALDS CORP | 622,662 | $173.0B | 663.32% | |
| 31 | NEENEXTERA ENERGY INC | 2,232,134 | $172.1B | 659.85% | |
| 32 | AMTAMERICAN TOWER CORP NEW | 811,991 | $165.9B | 636.34% | |
| 33 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,018,943 | $162.5B | 623.09% | |
| 34 | MDLZMONDELEZ INTL INC | 2,204,100 | $153.7B | 589.35% | |
| 35 | ASMLASML HOLDING N V | 215,654 | $146.8B | 562.99% | |
| 36 | ENQENTEGRIS INC | 1,775,315 | $143.1B | 548.64% | |
| 37 | CPRTCOPART INC | 1,726,643 | $129.9B | 498.03% | |
| 38 | MARMARRIOTT INTL INC NEW | 702,348 | $116.6B | 447.25% | |
| 39 | ATVIEURACTIVISION BLIZZARD INC | 1,320,392 | $110.4B | 423.41% | |
| 40 | 0J7QIAC INC | 2,123,640 | $108.4B | 415.68% | |
| 41 | RTXRAYTHEON TECHNOLOGIES CORP | 1,085,111 | $106.3B | 407.54% | |
| 42 | KOCOCA COLA CO | 1,544,090 | $95.8B | 367.33% | |
| 43 | AXPAMERICAN EXPRESS CO | 574,993 | $94.8B | 363.75% | |
| 44 | BIPBROOKFIELD INFRAST PARTNERS | 2,359,040 | $79.7B | 305.52% | |
| 45 | FTVFORTIVE CORP | 1,159,103 | $79.0B | 303.04% | |
| 46 | USBUS BANCORP DEL | 2,184,183 | $78.7B | 301.98% | |
| 47 | ALLYALLY FINL INC | 2,881,731 | $73.5B | 281.71% | |
| 48 | CSWCSW INDUSTRIALS INC | 508,548 | $70.7B | 270.96% | |
| 49 | FMCXNORTHERN LTS FD TR IV | 3,003,769 | $69.0B | 264.46% | |
| 50 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,971,913 | $64.0B | 245.30% | |
| 51 | SCISERVICE CORP INTL | 901,432 | $62.0B | 237.78% | |
| 52 | PDDPDD HOLDINGS INC | 811,094 | $61.6B | 236.10% | |
| 53 | VOOVANGUARD INDEX FDS | 156,767 | $59.0B | 226.10% | |
| 54 | ENBENBRIDGE INC | 1,430,931 | $54.6B | 209.36% | |
| 55 | —RECKITT BENCKISER GR | 718,122 | $54.6B | 209.23% | |
| 56 | SYKSTRYKER CORPORATION | 189,179 | $54.0B | 207.11% | |
| 57 | COFCAPITAL ONE FINL CORP | 540,298 | $52.0B | 199.26% | |
| 58 | CRCCANADIAN NAT RES LTD | 887,150 | $49.1B | 188.32% | |
| 59 | DISDISNEY WALT CO | 467,730 | $46.8B | 179.61% | |
| 60 | PFEPFIZER INC | 1,075,938 | $43.9B | 168.36% | |
| 61 | MCOMOODYS CORP | 141,496 | $43.3B | 166.06% | |
| 62 | HOLXHOLOGIC INC | 516,700 | $41.7B | 159.91% | |
| 63 | ABGAMERISOURCEBERGEN CORP | 257,759 | $41.3B | 158.27% | |
| 64 | PGPROCTER AND GAMBLE CO | 271,898 | $39.8B | 152.71% | |
| 65 | UNPUNION PAC CORP | 192,450 | $38.7B | 148.54% | |
| 66 | PNCPNC FINL SVCS GROUP INC | 303,406 | $38.6B | 147.89% | |
| 67 | IQVIQVIA HLDGS INC | 190,281 | $37.8B | 145.14% | |
| 68 | BUDANHEUSER BUSCH INBEV SA/NV | 556,049 | $37.1B | 142.30% | |
| 69 | METAMETA PLATFORMS INC | 173,241 | $36.7B | 140.81% | |
| 70 | INGRINGREDION INC | 360,845 | $36.7B | 140.78% | |
| 71 | JPMJPMORGAN CHASE & CO | 274,482 | $35.6B | 136.52% | |
| 72 | SBUXSTARBUCKS CORP | 354,039 | $34.1B | 130.83% | |
| 73 | EOLSEVOLUS INC | 4,016,138 | $34.0B | 130.30% | |
| 74 | CHTRCHARTER COMMUNICATIONS INC N | 91,260 | $32.6B | 125.16% | |
| 75 | AMGNAMGEN INC | 135,808 | $32.3B | 123.70% | |
| 76 | MTCHMATCH GROUP INC NEW | 835,037 | $32.1B | 122.94% | |
| 77 | UPSUNITED PARCEL SERVICE INC | 162,613 | $31.5B | 120.98% | |
| 78 | UTHUNITED THERAPEUTICS CORP DEL | 139,400 | $31.2B | 119.73% | |
| 79 | IMCRIMMUNOCORE HLDGS PLC | 613,749 | $30.3B | 116.37% | |
| 80 | BSXBOSTON SCIENTIFIC CORP | 600,217 | $30.0B | 115.16% | |
| 81 | LLYLILLY ELI & CO | 84,320 | $29.0B | 111.05% | |
| 82 | BILIBILIBILI INC | 1,231,794 | $28.9B | 111.02% | |
| 83 | SNASNAP ON INC | 117,198 | $28.9B | 110.97% | |
| 84 | AWCAMERICAN WTR WKS CO INC NEW | 193,301 | $28.3B | 108.60% | |
| 85 | GGGGRACO INC | 395,807 | $26.6B | 101.93% | |
| 86 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,025,654 | $26.1B | 99.91% | |
| 87 | HLTHILTON WORLDWIDE HLDGS INC | 181,641 | $25.6B | 98.13% | |
| 88 | PEPPEPSICO INC | 139,929 | $25.5B | 97.83% | |
| 89 | DEODIAGEO PLC | 151,751 | $25.4B | 97.33% | |
| 90 | SCHWSCHWAB CHARLES CORP | 478,095 | $25.0B | 96.04% | |
| 91 | MRKMERCK & CO INC | 229,063 | $24.4B | 93.46% | |
| 92 | XOMEXXON MOBIL CORP | 217,526 | $23.9B | 91.48% | |
| 93 | NTRNUTRIEN LTD | 317,900 | $23.3B | 89.45% | |
| 94 | VYMVANGUARD WHITEHALL FDS | 218,252 | $23.0B | 88.30% | |
| 95 | NSYNICE LTD | 111,229 | $22.3B | 85.47% | |
| 96 | ABTABBOTT LABS | 217,944 | $22.1B | 84.64% | |
| 97 | BEPBROOKFIELD RENEWABLE PARTNER | 672,308 | $21.2B | 81.24% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 158,281 | $20.7B | 79.58% | |
| 99 | WFCWELLS FARGO CO NEW | 518,565 | $19.4B | 74.34% | |
| 100 | CMCCOMMERCIAL METALS CO | 393,584 | $19.2B | 73.81% |
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