13F Insight
DOSSIER · 13F-HR · Q2 2026

FIRST MANHATTAN CO. LLC.

$39.2B in tracked AUM across 742 positions as of Q2 2026.

FM
CIK 0000728083 · last filed Jun 30, 2026
Total AUM
$39.2B
as of Q2 2026
Holdings
742
−11 QoQ
positions
Whale Score
62
62
tracked
Activity
633
+50 new, −61 sold
changes this Q
AI Analysis · Q2 2026

FIRST MANHATTAN CO. LLC. filed its latest 13F-HR for Q2 2026. 633 position changes this quarter — 50 new, 61 exited, 159 added, 363 trimmed.

Quarter at a glance — Q2 2026

633 material changes this filing.

EXIT
HONHONEYWELL INTL INC
-2.0M sh
$-448M
—
TRIM
N07059210ASML HLDG NV
-36K sh
+$433M
3.6%
NEW
HONHONEYWELL INTL INC
+1.9M sh
+$416M
1.1%
NEW
HONAHONEYWELL AEROSPACE INC
+1.9M sh
+$415M
1.1%
TRIM
INTCINTEL CORP
-1.1M sh
+$397M
1.7%
TRIM
AMATAPPLIED MATLS INC
-265K sh
+$382M
2.3%
TRIM
BRK/ABERKSHIRE HATHAWAY INC DEL
-166 sh
+$305M
26.3%

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$10.3B14K26.3%02
MSFT
MICROSOFT CORP
$1.6B4.3M4.1%03
N07059210
ASML HLDG NV
$1.4B718K3.6%04
AAPL
APPLE INC
$1.4B4.9M3.6%05
GOOG
ALPHABET INC
$1.4B3.9M3.5%06
BN
BROOKFIELD CORP
$964M22.6M2.5%07
AMAT
APPLIED MATLS INC
$897M1.2M2.3%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$890M1.8M2.3%09
KKR
KKR & CO INC
$864M9.4M2.2%10
AZO
AUTOZONE INC
$838M262K2.1%

Filing history

2026Q2Jun 30
$39.2B▲ 8.8%
742 positionsView →2026Q1Mar 31
$36.1B▼ 5.3%
753 positionsView →2025Q4Dec 31
$38.1B▲ 0.6%
729 positionsView →2025Q3Sep 30
$37.9B▲ 6.9%
714 positionsLocked2025Q2Jun 30
$35.4B▲ 3.3%
698 positionsLocked2025Q1Mar 31
$34.3B▲ 0.5%
678 positionsLocked2024Q4Dec 31
$34.1B▲ 1.1%
680 positionsLocked2024Q3Sep 30
$33.7B▲ 8.2%
682 positionsLocked2024Q2Jun 30
$31.2B▲ 1.0%
669 positionsLocked2024Q1Mar 31
$30.9B▲ 7.1%
1,417 positionsLocked2023Q4Dec 31
$28.8B▲ 6.4%
1,442 positionsLocked2023Q3Sep 30
$27.1B▼ 0.8%
1,497 positionsLocked
Showing 12 of 100