FIRST MANHATTAN CO
Q4 2024 Form 13-F
NEW YORK, NEW YORK
CIK 0000728083
· CRD 325281
· SEC-registered investment adviser
$34.1B Reported Value Total
FIRST MANHATTAN CO. LLC reports 5,661 total accounts under management (AUM). There are 5,373 discretionary accounts valued at $30,647,057,189, and 288 non-discretionary accounts valued at $1,179,502,383.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
16 funds
· $912.3M gross asset value
Hedge Fund: $582.2M · Private Equity Fund: $184.0M · Other: $146.1M
Source: Form ADV filed 2026-08-13
Reported value
$34.1B
Quarter over quarter
+0.4%
Holdings
680
Top-10 concentration
59.2%
Filing Structure
Reports holdings for
- Vident Advisory LLC · File #028-19675 · Q1 2024 – Q1 2026 · declared by one filing
Key People
Form ADV owners & control persons
Robert William Gottesman
EXECUTIVE CHAIRMAN
Bernard Charles Groveman
LIMITED PARTNER
Samuel Flug Colin
LIMITED PARTNER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 14, 2025 |
| Form | 13F-HR |
| Reported value | $34.1B |
| Positions | 680 |
| Change in reported value | +1.1% |
| New positions | 45 |
| Exited positions | 47 |
| Position turnover | 12.7% |
| Top-10 concentration | 59.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
742 | $39.2B |
|
Q1 2026 13F
Filed May 15, 2026
|
753 | $36.1B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
729 | $38.1B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
714 | $37.9B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
698 | $35.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
678 | $34.3B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
680 | $34.1B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
682 | $33.7B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
669 | $31.2B |
|
Q1 2024 13F
Filed May 15, 2024
|
1,410 | $30.9B |
|
Q4 2023 13F
Filed Feb 13, 2024
|
1,436 | $28.8B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
1,488 | $27.1B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
1,423 | $27.3B |
|
Q1 2023 13F
Filed May 15, 2023
|
1,517 | $26.1B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
1,678 | $27.3B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
1,446 | $23.6B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
1,458 | $24.8B |
|
Q1 2022 13F
Filed May 16, 2022
|
1,510 | $30.6B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
1,503 | $30.3B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
1,534 | $27.1B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BRK-A BERKSHIRE HATHAWAY INC DEL | $10.1B | 29.58% |
| 2 | MSFT MICROSOFT CORP | $1.9B | 5.5% |
| 3 | AAPL APPLE INC | $1.6B | 4.8% |
| 4 | KKR KKR & CO INC | $1.2B | 3.66% |
| 5 | GOOG ALPHABET INC | $1.0B | 3.03% |
| 6 | BN BROOKFIELD CORP | $973.0M | 2.85% |
| 7 | BRK-B BERKSHIRE HATHAWAY INC DEL | $868.7M | 2.55% |
| 8 | ORCL ORACLE CORP | $855.4M | 2.51% |
| 9 | AZO AUTOZONE INC | $829.5M | 2.43% |
| 10 | UNH UNITEDHEALTH GROUP INC | $770.6M | 2.26% |
| 11 | AVGO BROADCOM INC | $540.3M | 1.58% |
| 12 | CRM SALESFORCE INC | $527.8M | 1.55% |
| 13 | AMAT APPLIED MATLS INC | $467.4M | 1.37% |
| 14 | TMO THERMO FISHER SCIENTIFIC INC | $464.0M | 1.36% |
| 15 | DHR DANAHER CORPORATION | $437.9M | 1.28% |
| 16 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | $417.7M | 1.23% |
| 17 | V VISA INC | $399.5M | 1.17% |
| 18 | TPL TEXAS PACIFIC LAND CORPORATI | $373.8M | 1.1% |
| 19 | GOOGL ALPHABET INC | $370.4M | 1.09% |
| 20 | LOW LOWES COS INC | $350.0M | 1.03% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.