FIRST MANHATTAN CO
Q2 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0000728083
· CRD 325281
· SEC-registered investment adviser
$39.2B Reported Value Total
FIRST MANHATTAN CO. LLC reports 6,294 total accounts under management (AUM). There are 6,104 discretionary accounts valued at $35,663,135,874, and 190 non-discretionary accounts valued at $2,422,965,667.
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
$39.2B
Quarter over quarter
+10.4%
Holdings
742
Top-10 concentration
52.6%
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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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $39.2B |
| Positions | 742 |
| Change in reported value | +8.8% |
| New positions | 50 |
| Exited positions | 61 |
| Position turnover | 13.8% |
| Top-10 concentration | 52.6% |
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 · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BRK-A BERKSHIRE HATHAWAY INC DEL | $10.3B | 26.34% |
| 2 | MSFT MICROSOFT CORP | $1.6B | 4.13% |
| 3 | ASML ASML HLDG NV | $1.4B | 3.64% |
| 4 | AAPL APPLE INC | $1.4B | 3.64% |
| 5 | GOOG ALPHABET INC | $1.4B | 3.54% |
| 6 | BN BROOKFIELD CORP | $964.4M | 2.46% |
| 7 | AMAT APPLIED MATLS INC | $896.8M | 2.29% |
| 8 | BRK-B BERKSHIRE HATHAWAY INC DEL | $889.6M | 2.27% |
| 9 | KKR KKR & CO INC | $864.2M | 2.2% |
| 10 | AZO AUTOZONE INC | $837.8M | 2.14% |
| 11 | AVGO BROADCOM INC | $812.3M | 2.07% |
| 12 | AMZN AMAZON COM INC | $777.6M | 1.98% |
| 13 | INTC INTEL CORP | $647.7M | 1.65% |
| 14 | V VISA INC | $577.3M | 1.47% |
| 15 | LB LANDBRIDGE COMPANY LLC | $561.2M | 1.43% |
| 16 | ORCL ORACLE CORP | $552.9M | 1.41% |
| 17 | GOOGL ALPHABET INC | $528.6M | 1.35% |
| 18 | NVDA NVIDIA CORPORATION | $506.6M | 1.29% |
| 19 | TPL TEXAS PACIFIC LAND CORPORATI | $466.0M | 1.19% |
| 20 | DHR DANAHER CORP DEL | $429.1M | 1.09% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.