First Manhattan Co. LLC.
First Manhattan Co. LLC is a New York-based investment advisory and asset management firm, originally founded in 1964 and restructured in 2022 as a subsidiary under FMC Group Holdings LP. The firm has a long history as both a broker-dealer and investment adviser, serving high net worth individuals, families, institutions, and pension plans. With a legacy spanning over 60 years, First Manhattan is recognized for its client-centric investment management, personalized service, and focus on long-term asset growth.
Investment Strategy
First Manhattan Co. LLC focuses on long-term, value-oriented investment strategies tailored to the needs of high net worth individuals, families, institutions, and pensions. The firm utilizes fundamental research, bottom-up security selection, and custom portfolio construction to build concentrated portfolios with an emphasis on capital preservation and growth across market cycles. Its philosophy centers on deep diligence, client alignment, and active risk management.
Latest 13F Filing Activity
First Manhattan Co. LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 688 equity positions with a total 13F market value of $35B. The fund increased holdings in Microsoft Corp., Oracle Corp., Broadcom Inc. among other positions. First Manhattan Co. LLC. reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (688)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 29.50% | $10.45B | 14,337 | $293109.04 | $728800.00 | -$931.4M | |
M MSFT | MICROSOFT CORP | 6.22% | $2.20B | 4,432,090 | $41.83 | $497.41 | +$523.8M |
K KKR | KKR & CO INC | 3.28% | $1.16B | 8,720,211 | $39.67 | $133.03 | +$195.6M |
A AAPL | APPLE INC | 3.19% | $1.13B | 5,512,294 | $20.70 | $205.17 | -$266.6M |
B BN | BROOKFIELD CORP | 2.87% | $1.02B | 16,456,627 | $31.54 | $61.85 | +$141.0M |
Industry Allocation
Investment Team (16)
| Name | Role | Location | |
|---|---|---|---|
 | Partner, Portfolio Manager | New York, NY , United States | |
A Adam Wolf | Analyst | New York, NY , United States | |
D Dickson Pau | Research Analyst - Associate | New York, NY , United States | |
J Jeremy Chase | Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
L Len Berman | Partner | New York, NY , United States | |
| Research Analyst Vice President | New York, NY , United States | ||
M Michael Gasner | Partner | New York, NY , United States | |
M Michael Kelter | Partner, Portfolio Manager | New York, NY , United States | |
 | Equity Analyst | New York, NY , United States |