Sign in

First Manhattan Co. LLC.

CIK:0000728083
Investment Adviser
$30B AUM
698 holdings
New York, NY, United States
Founded:1964
120 employees
Latest filing:Jun 30, 2025

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.

Top Buys
M
MSFTMICROSOFT CORP
+$523.8M
O
ORCLORACLE CORP
+$291.4M
A
AVGOBROADCOM INC
+$240.3M
A
ANSSANSYS INC
+$223.6M
K
KKRKKR & CO INC
+$195.6M
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$931.4M
A
AAPLAPPLE INC
-$266.6M
U
UNHUNITEDHEALTH GROUP INC
-$166.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$114.6M
T
TPLTEXAS PACIFIC LAND CORPORATI
-$91.0M

Top Holdings

B
BRK-ABERKSHIRE HATHAWAY INC DEL
+29.5%$10.45B
M
MSFTMICROSOFT CORP
+6.2%$2.20B
K
KKRKKR & CO INC
+3.3%$1.16B
A
AAPLAPPLE INC
+3.2%$1.13B
B
BNBROOKFIELD CORP
+2.9%$1.02B

Equity Positions (688)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BRK-A
BERKSHIRE HATHAWAY INC DEL29.50%$10.45B14,337$293109.04$728800.00-$931.4M
M
MSFT
MICROSOFT CORP6.22%$2.20B4,432,090$41.83$497.41+$523.8M
K
KKR
KKR & CO INC3.28%$1.16B8,720,211$39.67$133.03+$195.6M
A
AAPL
APPLE INC3.19%$1.13B5,512,294$20.70$205.17-$266.6M
B
BN
BROOKFIELD CORP2.87%$1.02B16,456,627$31.54$61.85+$141.0M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+32.7%
SERVICES-PREPACKAGED SOFTWARE
+13.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.0%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
INVESTMENT ADVICE
+3.6%