First Manhattan Co. historical reports.
Top positions activity
Quarterly report: Q3 2024
Total value: $33.7B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.2B 30.1% | 14.7K | -310 ↓2.07% | |
|
MSFT
|
Microsoft Corporation | 1.9B 5.71% | 4.5M | -40.2K ↓0.89% | |
|
AAPL
|
Apple Inc | 1.6B 4.61% | 6.7M | -66.3K ↓0.98% | |
|
KKR
|
KKR & Co. Inc. | 1.1B 3.36% | 8.7M | -422.3K ↓4.63% | |
|
UNH
|
Unitedhealth Group Inc | 910.6M 2.69% | 1.6M | -68.5K ↓4.21% | |
|
GOOG
|
Alphabet Inc - Class C | 905.8M 2.68% | 5.4M | -68.5K ↓1.25% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 895.5M 2.65% | 1.9M | -37.5K ↓1.89% | |
|
ORCL
|
Oracle Corp. | 893.2M 2.64% | 5.2M | -179.7K ↓3.32% | |
|
AZO
|
Autozone Inc. | 815.7M 2.41% | 258.9K | +107 ↑0.04% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 548.6M 1.62% | 886.3K | -19.3K ↓2.13% | |
|
DHR
|
Danaher Corp. | 536.4M 1.59% | 1.9M | -82.4K ↓4.10% | |
|
AMAT
|
Applied Materials Inc. | 527.7M 1.56% | 2.6M | +856.2K ↑48.77% | |
|
CRM
|
Salesforce.Com Inc | 422.8M 1.25% | 1.5M | +867.4K ↑128.45% | |
|
AVGO
|
Broadcom Inc | 402.4M 1.19% | 2.3M | +2.1M ↑901.75% | |
|
LOW
|
Lowe`s Cos., Inc. | 377.5M 1.11% | 1.4M | +6.9K ↑0.50% | |
|
V
|
Visa Inc - Class A | 343.1M 1.01% | 1.2M | +144.2K ↑13.07% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 328.1M 0.97% | 2.1M | +86.1K ↑4.20% | |
|
SPGI
|
S&P Global Inc | 327.9M 0.97% | 634.6K | -12.9K ↓1.99% | |
|
GOOGL
|
Alphabet Inc - Class A | 321.8M 0.95% | 1.9M | +68.6K ↑3.66% | |
|
TPL
|
Texas Pacific Land Corporation | 299.1M 0.88% | 338.0K | -150 ↓0.04% | |
|
HON
|
Honeywell International Inc | 284.9M 0.84% | 1.4M | -105.2K ↓7.09% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 255.7M 0.75% | 483.0K | -6.3K ↓1.28% | |
|
ACN
|
Accenture plc - Class A | 248.8M 0.73% | 703.7K | -36.9K ↓4.98% | |
|
AMZN
|
Amazon.com Inc. | 239.3M 0.7% | 1.3M | -25.7K ↓1.96% | |
|
ASML
|
ASML Holding NV - New York Shares | 229.9M 0.68% | 275.9K | +9.9K ↑3.71% | |
|
PM
|
Philip Morris International Inc | 224.7M 0.66% | 1.8M | -14.2K ↓0.77% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 224.2M 0.66% | 194.7K | -10.0K ↓4.89% | |
|
AZPN
|
Aspen Technology Inc. | 213.5M 0.63% | 893.9K | +22.7K ↑2.61% | |
|
CPRT
|
Copart, Inc. | 205.7M 0.6% | 3.9M | -124.9K ↓3.08% | |
|
MCD
|
McDonald`s Corp | 202.2M 0.59% | 664.1K | -16.8K ↓2.46% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 191.6M 0.56% | 2.6M | +96.9K ↑3.90% | |
|
CMCSA
|
Comcast Corp - Class A | 184.6M 0.54% | 4.4M | +37.6K ↑0.86% | |
|
NEE
|
NextEra Energy Inc | 177.3M 0.52% | 2.1M | -66.7K ↓3.08% |
Quarterly report: Q2 2024
Total value: $31.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.2B 29.44% | 15.0K | -313 ↓2.04% | |
|
MSFT
|
Microsoft Corporation | 2.0B 6.47% | 4.5M | -55.7K ↓1.22% | |
|
AAPL
|
Apple Inc | 1.4B 4.55% | 6.7M | -161.0K ↓2.33% | |
|
GOOG
|
Alphabet Inc - Class C | 1.0B 3.22% | 5.5M | -104.9K ↓1.88% | |
|
KKR
|
KKR & Co. Inc. | 959.2M 3.07% | 9.1M | -10.3K ↓0.11% | |
|
UNH
|
Unitedhealth Group Inc | 828.0M 2.65% | 1.6M | -85.9K ↓5.02% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 806.7M 2.58% | 2.0M | +4.3K ↑0.22% | |
|
AZO
|
Autozone Inc. | 767.2M 2.46% | 258.8K | +2.6K ↑1.02% | |
|
ORCL
|
Oracle Corp. | 765.5M 2.45% | 5.4M | +13.3K ↑0.25% | |
|
DHR
|
Danaher Corp. | 502.7M 1.61% | 2.0M | -96.8K ↓4.59% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 501.1M 1.6% | 905.6K | -7.9K ↓0.86% | |
|
AMAT
|
Applied Materials Inc. | 414.3M 1.32% | 1.8M | +472.0K ↑36.77% | |
|
AVGO
|
Broadcom Inc | 373.9M 1.19% | 232.9K | +2.0K ↑0.88% | |
|
GOOGL
|
Alphabet Inc - Class A | 340.9M 1.09% | 1.9M | -11.2K ↓0.59% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 318.5M 1.02% | 2.0M | +549.1K ↑36.62% | |
|
HON
|
Honeywell International Inc | 316.8M 1.01% | 1.5M | -6.2K ↓0.41% | |
|
LOW
|
Lowe`s Cos., Inc. | 309.9M 0.99% | 1.4M | +34.2K ↑2.53% | |
|
V
|
Visa Inc - Class A | 289.7M 0.92% | 1.1M | +2.8K ↑0.25% | |
|
SPGI
|
S&P Global Inc | 288.8M 0.92% | 647.5K | -2.8K ↓0.44% | |
|
ASML
|
ASML Holding NV - New York Shares | 272.1M 0.87% | 266.1K | +1.1K ↑0.42% | |
|
AMZN
|
Amazon.com Inc. | 253.1M 0.81% | 1.3M | -27.0K ↓2.02% | |
|
TPL
|
Texas Pacific Land Corporation | 248.3M 0.79% | 338.2K | -89.7K ↓20.96% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 245.6M 0.78% | 489.3K | +32.0K ↑6.99% | |
|
ACN
|
Accenture plc - Class A | 224.7M 0.72% | 740.6K | +13.4K ↑1.85% | |
|
CPRT
|
Copart, Inc. | 219.4M 0.7% | 4.1M | -136.0K ↓3.25% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 216.2M 0.69% | 204.7K | +2.3K ↑1.12% | |
|
PM
|
Philip Morris International Inc | 189.2M 0.6% | 1.8M | -46.4K ↓2.45% | |
|
MKL
|
Markel Corp | 173.7M 0.55% | 110.2K | +117 ↑0.11% | |
|
CRM
|
Salesforce.Com Inc | 173.6M 0.55% | 675.3K | +662.3K ↑5106.97% | |
|
MCD
|
McDonald`s Corp | 173.5M 0.55% | 680.8K | +13.5K ↑2.03% | |
|
AZPN
|
Aspen Technology Inc. | 173.0M 0.55% | 871.2K | +301.8K ↑53.02% | |
|
KEYS
|
Keysight Technologies Inc | 172.8M 0.55% | 1.3M | -25.0K ↓1.96% | |
|
CMCSA
|
Comcast Corp - Class A | 171.6M 0.55% | 4.4M | -68.8K ↓1.54% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 163.8M 0.52% | 2.5M | +49.0K ↑2.01% |
Quarterly report: Q1 2024
Total value: $30.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.7B 31.47% | 15.3K | -1.8K ↓10.61% | |
|
MSFT
|
Microsoft Corporation | 1.9B 6.23% | 4.6M | -78.9K ↓1.70% | |
|
AAPL
|
Apple Inc | 1.2B 3.83% | 6.9M | -217.3K ↓3.05% | |
|
KKR
|
KKR & Co. Inc. | 917.8M 2.97% | 9.1M | -225.3K ↓2.41% | |
|
GOOG
|
Alphabet Inc - Class C | 851.3M 2.75% | 5.6M | -39.7K ↓0.71% | |
|
UNH
|
Unitedhealth Group Inc | 846.8M 2.74% | 1.7M | -13.9K ↓0.81% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 832.2M 2.69% | 2.0M | -46.0K ↓2.27% | |
|
AZO
|
Autozone Inc. | 807.5M 2.61% | 256.2K | -275 ↓0.11% | |
|
ORCL
|
Oracle Corp. | 679.3M 2.2% | 5.4M | +112.9K ↑2.13% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 530.9M 1.72% | 913.5K | -4.3K ↓0.47% | |
|
DHR
|
Danaher Corp. | 526.1M 1.7% | 2.1M | -46.5K ↓2.16% | |
|
LOW
|
Lowe`s Cos., Inc. | 344.5M 1.11% | 1.4M | +5.0K ↑0.37% | |
|
V
|
Visa Inc - Class A | 307.3M 0.99% | 1.1M | -1.0K ↓0.09% | |
|
AVGO
|
Broadcom Inc | 306.0M 0.99% | 230.9K | +22.0K ↑10.55% | |
|
HON
|
Honeywell International Inc | 305.8M 0.99% | 1.5M | +32.1K ↑2.20% | |
|
GOOGL
|
Alphabet Inc - Class A | 284.2M 0.92% | 1.9M | +144.6K ↑8.32% | |
|
SPGI
|
S&P Global Inc | 276.7M 0.89% | 650.3K | -677 ↓0.10% | |
|
AMAT
|
Applied Materials Inc. | 264.7M 0.85% | 1.3M | +1.3M ↑6626.95% | |
|
ASML
|
ASML Holding NV - New York Shares | 257.1M 0.83% | 265.0K | -434 ↓0.16% | |
|
ACN
|
Accenture plc - Class A | 252.1M 0.81% | 727.2K | -17.6K ↓2.37% | |
|
TPL
|
Texas Pacific Land Corporation | 247.5M 0.8% | 427.9K | +285.1K ↑199.69% | |
|
CPRT
|
Copart, Inc. | 242.5M 0.78% | 4.2M | +64.9K ↑1.57% | |
|
AMZN
|
Amazon.com Inc. | 241.1M 0.78% | 1.3M | -29.9K ↓2.19% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 228.5M 0.74% | 202.4K | -8.2K ↓3.89% | |
|
TTWO
|
Take-Two Interactive Software, Inc. | 222.7M 0.72% | 1.5M | +1.2M ↑417.01% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 219.8M 0.71% | 457.3K | +59.2K ↑14.86% | |
|
KEYS
|
Keysight Technologies Inc | 199.8M 0.64% | 1.3M | -40.8K ↓3.10% | |
|
CMCSA
|
Comcast Corp - Class A | 192.9M 0.62% | 4.5M | +20.8K ↑0.47% | |
|
MCD
|
McDonald`s Corp | 188.1M 0.6% | 667.3K | +20.9K ↑3.24% | |
|
PM
|
Philip Morris International Inc | 173.7M 0.56% | 1.9M | +592 ↑0.03% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 170.7M 0.55% | 2.4M | +178.7K ↑7.91% | |
|
ICE
|
Intercontinental Exchange Inc | 169.1M 0.54% | 1.2M | -75.6K ↓5.79% | |
|
MKL
|
Markel Corp | 167.5M 0.54% | 110.1K | +34.9K ↑46.37% | |
|
JNJ
|
Johnson & Johnson | 157.4M 0.51% | 995.0K | -64.0K ↓6.04% |
Quarterly report: Q4 2023
Total value: $28.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.3B 32.24% | 17.1K | +211 ↑1.25% | |
|
MSFT
|
Microsoft Corporation | 1.7B 6.04% | 4.7M | -75.0K ↓1.59% | |
|
AAPL
|
Apple Inc | 1.4B 4.74% | 7.1M | -280.6K ↓3.79% | |
|
UNH
|
Unitedhealth Group Inc | 904.3M 3.13% | 1.7M | -44.8K ↓2.53% | |
|
GOOG
|
Alphabet Inc - Class C | 790.9M 2.74% | 5.6M | -57.3K ↓1.01% | |
|
KKR
|
KKR & Co. Inc. | 766.6M 2.65% | 9.3M | +200.9K ↑2.20% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 722.2M 2.5% | 2.0M | -29.3K ↓1.43% | |
|
AZO
|
Autozone Inc. | 663.2M 2.3% | 256.5K | -1.0K ↓0.41% | |
|
ORCL
|
Oracle Corp. | 555.5M 1.92% | 5.3M | +153.4K ↑2.98% | |
|
DHR
|
Danaher Corp. | 498.1M 1.72% | 2.2M | -13.6K ↓0.63% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 485.1M 1.68% | 917.8K | -102.6K ↓10.06% | |
|
HON
|
Honeywell International Inc | 305.7M 1.06% | 1.5M | -12.7K ↓0.86% | |
|
LOW
|
Lowe`s Cos., Inc. | 296.0M 1.02% | 1.3M | +85.0K ↑6.73% | |
|
V
|
Visa Inc - Class A | 286.9M 0.99% | 1.1M | -23.2K ↓2.07% | |
|
SPGI
|
S&P Global Inc | 284.4M 0.98% | 651.0K | -7.9K ↓1.19% | |
|
ACN
|
Accenture plc - Class A | 261.4M 0.9% | 744.8K | -12.0K ↓1.58% | |
|
GOOGL
|
Alphabet Inc - Class A | 241.4M 0.83% | 1.7M | +11.3K ↑0.65% | |
|
AVGO
|
Broadcom Inc | 232.6M 0.8% | 208.8K | +84.3K ↑67.65% | |
|
TPL
|
Texas Pacific Land Corporation | 224.5M 0.77% | 142.8K | -217 ↓0.15% | |
|
AMZN
|
Amazon.com Inc. | 207.7M 0.72% | 1.4M | -51.4K ↓3.63% | |
|
KEYS
|
Keysight Technologies Inc | 206.9M 0.71% | 1.3M | -9.4K ↓0.71% | |
|
CPRT
|
Copart, Inc. | 202.0M 0.7% | 4.1M | -53.9K ↓1.29% | |
|
ASML
|
ASML Holding NV - New York Shares | 200.9M 0.69% | 265.4K | +10.8K ↑4.23% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 196.2M 0.68% | 210.6K | -3.3K ↓1.56% | |
|
CMCSA
|
Comcast Corp - Class A | 194.1M 0.67% | 4.4M | -59.9K ↓1.34% | |
|
MCD
|
McDonald`s Corp | 188.1M 0.65% | 646.4K | +4.0K ↑0.62% | |
|
PM
|
Philip Morris International Inc | 178.3M 0.61% | 1.9M | -16.7K ↓0.87% | |
|
VOO
|
Vanguard Group, Inc. - Vanguard S&P 500 ETF | 173.9M 0.6% | 398.1K | +48.3K ↑13.80% | |
|
ICE
|
Intercontinental Exchange Inc | 167.7M 0.58% | 1.3M | -259.6K ↓16.58% | |
|
JNJ
|
Johnson & Johnson | 166.0M 0.57% | 1.1M | -52.9K ↓4.76% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 163.7M 0.56% | 2.3M | -12.5K ↓0.55% | |
|
ENTG
|
Entegris Inc | 149.1M 0.51% | 1.3M | -387.2K ↓23.39% |
Quarterly report: Q3 2023
Total value: $27.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.0B 33.18% | 16.9K | -7 ↓0.04% | |
|
MSFT
|
Microsoft Corporation | 1.5B 5.49% | 4.7M | -209.3K ↓4.24% | |
|
AAPL
|
Apple Inc | 1.3B 4.66% | 7.4M | -657.9K ↓8.16% | |
|
UNH
|
Unitedhealth Group Inc | 888.6M 3.28% | 1.8M | +47.2K ↑2.74% | |
|
GOOG
|
Alphabet Inc - Class C | 747.5M 2.75% | 5.7M | +116.5K ↑2.09% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 719.6M 2.65% | 2.1M | -39.8K ↓1.90% | |
|
AZO
|
Autozone Inc. | 654.2M 2.41% | 257.6K | +6.8K ↑2.70% | |
|
KKR
|
KKR & Co. Inc. | 557.8M 2.05% | 9.1M | +419.2K ↑4.80% | |
|
ORCL
|
Oracle Corp. | 540.9M 1.99% | 5.1M | +205.3K ↑4.16% | |
|
DHR
|
Danaher Corp. | 537.3M 1.98% | 2.2M | -9.3K ↓0.43% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 514.7M 1.9% | 1.0M | +58.7K ↑6.11% | |
|
HON
|
Honeywell International Inc | 268.4M 0.99% | 1.5M | +23.8K ↑1.64% | |
|
TPL
|
Texas Pacific Land Corporation | 260.8M 0.96% | 143.0K | -35 ↓0.02% | |
|
LOW
|
Lowe`s Cos., Inc. | 259.9M 0.95% | 1.3M | +14.0K ↑1.12% | |
|
V
|
Visa Inc - Class A | 258.7M 0.95% | 1.1M | -40.1K ↓3.44% | |
|
SPGI
|
S&P Global Inc | 239.6M 0.88% | 658.9K | -30.9K ↓4.48% | |
|
ACN
|
Accenture plc - Class A | 232.4M 0.85% | 756.8K | -13.1K ↓1.70% | |
|
GOOGL
|
Alphabet Inc - Class A | 225.3M 0.83% | 1.7M | +3.5K ↑0.21% | |
|
CMCSA
|
Comcast Corp - Class A | 198.6M 0.73% | 4.5M | -184.2K ↓3.94% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 190.7M 0.7% | 213.9K | -12.0K ↓5.33% | |
|
AMZN
|
Amazon.com Inc. | 180.3M 0.66% | 1.4M | -46.6K ↓3.18% | |
|
CPRT
|
Copart, Inc. | 180.0M 0.66% | 4.2M | +2.5M ↑144.35% | |
|
PM
|
Philip Morris International Inc | 177.0M 0.65% | 1.9M | +34.0K ↑1.81% | |
|
KEYS
|
Keysight Technologies Inc | 174.7M 0.64% | 1.3M | +301.8K ↑29.42% | |
|
JNJ
|
Johnson & Johnson | 173.2M 0.63% | 1.1M | -116.7K ↓9.50% | |
|
ICE
|
Intercontinental Exchange Inc | 172.3M 0.63% | 1.6M | -92.8K ↓5.59% | |
|
MCD
|
McDonald`s Corp | 167.0M 0.61% | <