Institutional manager
FIRST MANHATTAN CO. LLC.
Holds positions in 292 of the S&P 500, worth $29.7bn as reported for the quarter ended 31-mar-2026.
Positions held292of 488 index companies covered
Reported value$29.7bnS&P 500 positions only
Top ten weight66%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 292 held. The rest are smaller than every one of these.
Berkshire HathawayBRK.B1.8m$10.9bnFinancialsMicrosoftMSFT4.4m$1.62bnInformation TechnologyAlphabet Inc. (Class A)GOOGL5.6m$1.60bnCommunication ServicesApple Inc.AAPL5.0m$1.27bnInformation TechnologyAutoZoneAZO261,815$884mConsumer DiscretionaryKKR & Co.KKR9.4m$869mFinancialsAmazonAMZN3.3m$678mConsumer DiscretionaryBroadcomAVGO2.2m$676mInformation TechnologyOracle CorporationORCL3.9m$580mInformation TechnologyApplied MaterialsAMAT1.5m$515mInformation TechnologyTexas Pacific Land CorporationTPL1.1m$504mEnergySalesforceCRM2.6m$494mInformation TechnologyVisa Inc.V1.5m$468mFinancialsS&P GlobalSPGI1.0m$445mFinancialsDanaher CorporationDHR2.3m$444mHealth CareNvidiaNVDA2.5m$444mInformation TechnologyThermo Fisher ScientificTMO767,160$377mHealth CareLinde plcLIN712,599$353mMaterialsSynopsysSNPS848,592$336mInformation TechnologyLowe'sLOW1.4m$331mConsumer DiscretionaryBoston ScientificBSX4.9m$308mHealth CarePhilip Morris InternationalPM1.8m$296mConsumer StaplesUnitedHealth GroupUNH1.0m$278mHealth CareIntelINTC5.7m$251mInformation TechnologyGE VernovaGEV273,360$239mIndustrialsO'Reilly AutomotiveORLY2.3m$209mConsumer DiscretionaryTake-Two InteractiveTTWO1.0m$200mCommunication ServicesMarriott InternationalMAR537,617$176mConsumer DiscretionaryJohnson & JohnsonJNJ709,890$174mHealth CareBooking HoldingsBKNG41,171$173mConsumer DiscretionaryMcDonald'sMCD540,296$168mConsumer DiscretionaryIntercontinental ExchangeICE1.0m$160mFinancialsUnion Pacific CorporationUNP655,256$159mIndustrialsAmerican ExpressAXP459,690$139mFinancialsAbbVieABBV604,832$132mHealth CareBall CorporationBALL2.0m$119mMaterialsMeta PlatformsMETA189,550$108mCommunication ServicesCapital OneCOF537,365$98mFinancialsCopartCPRT2.9m$98mIndustrialsAccentureACN481,189$95mInformation TechnologyAssurantAIZ408,589$89mFinancialsJPMorgan ChaseJPM293,272$86mFinancialsCencoraCOR242,803$76mHealth CareCoca-Cola Company (The)KO924,921$71mConsumer StaplesLilly (Eli)LLY73,682$68mHealth CareChubb LimitedCB188,079$61mFinancialsGE AerospaceGE192,751$55mIndustrialsKeysight TechnologiesKEYS186,192$53mInformation TechnologyIQVIAIQV300,056$51mHealth CareVeraltoVLTO573,663$51mIndustrialsMondelez InternationalMDLZ865,691$50mConsumer StaplesMastercardMA100,323$50mFinancialsUberUBER630,380$45mIndustrialsCharles Schwab CorporationSCHW464,103$44mFinancialsHilton WorldwideHLT140,195$43mConsumer DiscretionaryMoody's CorporationMCO89,302$39mFinancialsState Street CorporationSTT229,404$38mFinancialsWells FargoWFC374,121$38mFinancialsMorgan StanleyMS215,066$35mFinancialsAmerican TowerAMT195,448$34mReal Estate
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.