FIRST MANHATTAN CO. LLC.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 38,087,279
- Description
- New York New York based research oriented capital manager with a manager led operating structure and a governance centered and selective investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for long horizon investment mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through exposure correlation monitoring and portfolio discipline.
- Website
- https://www.firstmanhattan.com/
- Founded
- 1964
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 729 | 38,087,279 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q3 2025 | 11/14/2025 | 714 | 37,863,040 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q2 2025 | 8/14/2025 | 698 | 35,416,993 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q1 2025 | 5/15/2025 | 678 | 34,278,225 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q4 2024 | 2/14/2025 | 680 | 34,094,580 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q3 2024 | 11/14/2024 | 682 | 33,728,773 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q2 2024 | 8/15/2024 | 669 | 31,186,433 | 13F-HR/A - RESTATEMENT | FIRST MANHATTAN CO. LLC. |
| Q2 2024 | 8/14/2024 | 669 | 31,181,095 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q1 2024 | 5/15/2024 | 1,417 | 30,862,907 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q4 2023 | 2/13/2024 | 1,442 | 28,824,317 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q3 2023 | 11/14/2023 | 1,497 | 27,086,227 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q2 2023 | 8/14/2023 | 1,431 | 27,298,972 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q1 2023 | 5/15/2023 | 1,525 | 26,074,482 | 13F-HR | FIRST MANHATTAN CO. LLC. |
| Q4 2022 | 2/14/2023 | 1,687 | 27,288,090 | 13F-HR | FIRST MANHATTAN CO |
| Q3 2022 | 11/14/2022 | 1,640 | 23,614,444 | 13F-HR | FIRST MANHATTAN CO |
| Q2 2022 | 8/15/2022 | 1,663 | 24,812,087 | 13F-HR | FIRST MANHATTAN CO |
| Q1 2022 | 5/16/2022 | 1,678 | 30,572,717 | 13F-HR | FIRST MANHATTAN CO |
| Q4 2021 | 2/14/2022 | 1,653 | 30,343,321 | 13F-HR | FIRST MANHATTAN CO |
| Q3 2021 | 11/15/2021 | 1,662 | 27,143,968 | 13F-HR | FIRST MANHATTAN CO |
| Q2 2021 | 8/16/2021 | 1,625 | 27,394,025 | 13F-HR | FIRST MANHATTAN CO |
| Q1 2021 | 5/14/2021 | 1,526 | 23,198,606 | 13F-HR | FIRST MANHATTAN CO |
| Q4 2020 | 2/16/2021 | 1,400 | 20,894,499 | 13F-HR | FIRST MANHATTAN CO |
| Q3 2020 | 11/12/2020 | 1,399 | 19,408,417 | 13F-HR | FIRST MANHATTAN CO |
| Q2 2020 | 8/14/2020 | 1,461 | 17,303,000 | 13F-HR | FIRST MANHATTAN CO |
| Q1 2020 | 5/6/2020 | 1,447 | 15,429,222 | 13F-HR | FIRST MANHATTAN CO |
| Q4 2019 | 2/13/2020 | 1,354 | 19,929,088 | 13F-HR | FIRST MANHATTAN CO |
| Q1 2014 | 5/16/2014 | 1,460 | 15,179,740 | 13F-HR | FIRST MANHATTAN CO |
| Q4 2013 | 2/4/2014 | 1,419 | 15,129,176 | 13F-HR | FIRST MANHATTAN CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.56 M | 98.6% | 212.7 K | 0 | 212.7 K |
| ETFs | 517.7 K | 1.4% | 12.13 K | 0 | 12.13 K |
| Debt | 5.535 K | 0.0% | 0 | 621 | -621 |
| Other | 602 | 0.0% | 15 | 0 | 15 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
38,087,279
Holdings
729
QoQ value change ($000)
224,239
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.