FIRST MANHATTAN CO. LLC. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$27.3T
Holdings
1,687
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (1,687 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 22,365 | $10.5T | 38.40% | |
| 2 | MSFTMICROSOFT CORP | 5,065,890 | $1.2T | 4.44% | |
| 3 | AAPLAPPLE INC | 8,554,942 | $1.1T | 4.06% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 1,520,421 | $802.1B | 2.94% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,168,319 | $669.8B | 2.45% | |
| 6 | AZOAUTOZONE INC | 249,719 | $615.9B | 2.26% | |
| 7 | DHRDANAHER CORPORATION | 2,090,038 | $554.4B | 2.03% | |
| 8 | BNBROOKFIELD CORP | 16,418,897 | $514.1B | 1.88% | |
| 9 | GOOGALPHABET INC | 5,483,835 | $486.3B | 1.78% | |
| 10 | NSRGYNESTLE S A | 3,664,328 | $422.6B | 1.55% | |
| 11 | ORCLORACLE CORP | 4,803,686 | $389.8B | 1.43% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 652,052 | $359.1B | 1.32% | |
| 13 | TPLTEXAS PACIFIC LAND CORPORATI | 144,103 | $337.8B | 1.24% | |
| 14 | KKRKKR & CO INC | 7,041,159 | $326.9B | 1.20% | |
| 15 | HONHONEYWELL INTL INC | 1,444,713 | $308.2B | 1.13% | |
| 16 | JNJJOHNSON & JOHNSON | 1,500,910 | $265.1B | 0.97% | |
| 17 | LOWLOWES COS INC | 1,155,256 | $230.2B | 0.84% | |
| 18 | AMZNAMAZON COM INC | 2,700,442 | $226.8B | 0.83% | |
| 19 | SPGIS&P GLOBAL INC | 667,332 | $222.3B | 0.81% | |
| 20 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,276,414 | $215.9B | 0.79% | |
| 21 | ABBVABBVIE INC | 1,293,366 | $209.0B | 0.77% | |
| 22 | ACNACCENTURE PLC IRELAND | 772,284 | $206.1B | 0.76% | |
| 23 | ORLYOREILLY AUTOMOTIVE INC | 235,426 | $195.2B | 0.72% | |
| 24 | 4I1PHILIP MORRIS INTL INC | 1,856,501 | $187.9B | 0.69% | |
| 25 | NKENIKE INC | 1,599,308 | $187.1B | 0.69% | |
| 26 | NEENEXTERA ENERGY INC | 2,236,888 | $187.0B | 0.69% | |
| 27 | ICEINTERCONTINENTAL EXCHANGE IN | 1,709,453 | $175.4B | 0.64% | |
| 28 | MCDMCDONALDS CORP | 669,897 | $175.3B | 0.64% | |
| 29 | VVISA INC | 828,323 | $172.0B | 0.63% | |
| 30 | AMTAMERICAN TOWER CORP NEW | 796,063 | $168.7B | 0.62% | |
| 31 | CMCSACOMCAST CORP NEW | 4,797,599 | $167.3B | 0.61% | |
| 32 | LINLINDE PLC | 492,043 | $157.6B | 0.58% | |
| 33 | GOOGLALPHABET INC | 1,756,687 | $153.7B | 0.56% | |
| 34 | MDLZMONDELEZ INTL INC | 2,243,438 | $149.5B | 0.55% | |
| 35 | ENQENTEGRIS INC | 1,806,111 | $116.2B | 0.43% | |
| 36 | RTXRAYTHEON TECHNOLOGIES CORP | 1,105,315 | $111.5B | 0.41% | |
| 37 | MARMARRIOTT INTL INC NEW | 747,837 | $111.3B | 0.41% | |
| 38 | BAMBROOKFIELD ASSET MANAGMT LTD | 3,875,454 | $110.6B | 0.41% | |
| 39 | CPRTCOPART INC | 1,721,716 | $104.8B | 0.38% | |
| 40 | 0J7QIAC INC | 2,375,245 | $104.3B | 0.38% | |
| 41 | KOCOCA COLA CO | 1,626,735 | $103.5B | 0.38% | |
| 42 | ASMLASML HOLDING N V | 165,928 | $90.7B | 0.33% | |
| 43 | AXPAMERICAN EXPRESS CO | 598,778 | $88.5B | 0.32% | |
| 44 | BIPBROOKFIELD INFRAST PARTNERS | 2,538,878 | $78.7B | 0.29% | |
| 45 | FTVFORTIVE CORP | 1,181,281 | $75.9B | 0.28% | |
| 46 | ALLYALLY FINL INC | 2,846,970 | $69.6B | 0.26% | |
| 47 | FMCXNORTHERN LTS FD TR IV | 3,002,035 | $66.4B | 0.24% | |
| 48 | CSWCSW INDUSTRIALS INC | 556,714 | $64.5B | 0.24% | |
| 49 | SCISERVICE CORP INTL | 908,379 | $62.8B | 0.23% | |
| 50 | USBUS BANCORP DEL | 1,459,193 | $62.6B | 0.23% | |
| 51 | PDDPINDUODUO INC | 733,340 | $59.8B | 0.22% | |
| 52 | ENBENBRIDGE INC | 1,477,459 | $57.8B | 0.21% | |
| 53 | PFEPFIZER INC | 1,113,438 | $57.1B | 0.21% | |
| 54 | CRCCANADIAN NAT RES LTD | 961,859 | $53.4B | 0.20% | |
| 55 | —RECKITT BENCKISER GR | 758,155 | $53.2B | 0.19% | |
| 56 | SCHWSCHWAB CHARLES CORP | 621,435 | $51.7B | 0.19% | |
| 57 | UTHUNITED THERAPEUTICS CORP DEL | 183,400 | $51.0B | 0.19% | |
| 58 | COFCAPITAL ONE FINL CORP | 547,685 | $50.9B | 0.19% | |
| 59 | VOOVANGUARD INDEX FDS | 136,983 | $48.1B | 0.18% | |
| 60 | SYKSTRYKER CORPORATION | 192,692 | $47.1B | 0.17% | |
| 61 | ABGAMERISOURCEBERGEN CORP | 259,887 | $43.1B | 0.16% | |
| 62 | ARWRARROWHEAD PHARMACEUTICALS IN | 1,025,654 | $41.6B | 0.15% | |
| 63 | DISDISNEY WALT CO | 472,862 | $41.1B | 0.15% | |
| 64 | PGPROCTER AND GAMBLE CO | 275,209 | $41.0B | 0.15% | |
| 65 | IQVIQVIA HLDGS INC | 195,145 | $40.0B | 0.15% | |
| 66 | MCOMOODYS CORP | 143,394 | $40.0B | 0.15% | |
| 67 | HOLXHOLOGIC INC | 516,766 | $38.7B | 0.14% | |
| 68 | JPMJPMORGAN CHASE & CO | 276,937 | $36.9B | 0.14% | |
| 69 | INGRINGREDION INC | 370,470 | $36.3B | 0.13% | |
| 70 | AMGNAMGEN INC | 139,782 | $36.0B | 0.13% | |
| 71 | MTCHMATCH GROUP INC NEW | 859,983 | $35.7B | 0.13% | |
| 72 | IMCRIMMUNOCORE HLDGS PLC | 613,749 | $35.0B | 0.13% | |
| 73 | BUDANHEUSER BUSCH INBEV SA/NV | 583,147 | $35.0B | 0.13% | |
| 74 | GGGGRACO INC | 549,773 | $34.6B | 0.13% | |
| 75 | SBUXSTARBUCKS CORP | 374,212 | $33.7B | 0.12% | |
| 76 | LLYLILLY ELI & CO | 88,070 | $32.2B | 0.12% | |
| 77 | EOLSEVOLUS INC | 4,016,138 | $30.2B | 0.11% | |
| 78 | AWCAMERICAN WTR WKS CO INC NEW | 195,668 | $29.8B | 0.11% | |
| 79 | UPSUNITED PARCEL SERVICE INC | 170,359 | $29.6B | 0.11% | |
| 80 | CHTRCHARTER COMMUNICATIONS INC N | 87,105 | $29.5B | 0.11% | |
| 81 | BILIBILIBILI INC | 1,233,826 | $29.2B | 0.11% | |
| 82 | UNPUNION PAC CORP | 138,235 | $28.6B | 0.10% | |
| 83 | LSXMKUSDLIBERTY MEDIA CORP DEL | 763,500 | $28.5B | 0.10% | |
| 84 | BSXBOSTON SCIENTIFIC CORP | 600,685 | $27.8B | 0.10% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 193,245 | $27.2B | 0.10% | |
| 86 | SNASNAP ON INC | 119,116 | $27.2B | 0.10% | |
| 87 | ATVIEURACTIVISION BLIZZARD INC | 372,690 | $26.4B | 0.10% | |
| 88 | MRKMERCK & CO INC | 237,384 | $26.3B | 0.10% | |
| 89 | PEPPEPSICO INC | 143,122 | $25.9B | 0.09% | |
| 90 | XOMEXXON MOBIL CORP | 221,576 | $24.4B | 0.09% | |
| 91 | VYMVANGUARD WHITEHALL FDS | 218,377 | $23.6B | 0.09% | |
| 92 | ABTABBOTT LABS | 213,531 | $23.4B | 0.09% | |
| 93 | WFCWELLS FARGO CO NEW | 565,233 | $23.3B | 0.09% | |
| 94 | METAMETA PLATFORMS INC | 193,778 | $23.3B | 0.09% | |
| 95 | NTRNUTRIEN LTD | 321,221 | $23.3B | 0.09% | |
| 96 | HLTHILTON WORLDWIDE HLDGS INC | 183,444 | $23.2B | 0.08% | |
| 97 | CMCCOMMERCIAL METALS CO | 464,004 | $22.4B | 0.08% | |
| 98 | DEODIAGEO PLC | 125,565 | $22.4B | 0.08% | |
| 99 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,868,672 | $21.5B | 0.08% | |
| 100 | AEEAMEREN CORP | 233,470 | $20.8B | 0.08% |
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