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FIRST MANHATTAN CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FIRST MANHATTAN CO
报告期 2026-03-31 · CIK 0000728083
持仓数
753
前50大市值合计
$31.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 7
增持 73
减持 64
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.00B
19,294
+3%
减持
AAPL
APPLE INC
+$342.4M
9,910,354
-1%
减持
MSFT
MICROSOFT CORP
+$264.2M
5,081,695
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
UNH
UNITEDHEALTH GROUP INC
+$193.6M
1,601,777
+2%
增持
AZO
AUTOZONE INC
+$108.7M
271,651
+0%
减持
—
BROOKFIELD ASSET MGMT INC
+$107.7M
16,856,637
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$82.5M
382,310
-56%
减持
KKR
KKR & CO INC
+$82.2M
6,574,028
-2%
增持
ABBV
ABBVIE INC
+$75.9M
1,663,518
+20%
减持
—
ACCENTURE PLC IRELAND
+$71.9M
793,980
-1%
减持
NSRGY
NESTLE S A
+$71.3M
3,737,421
-1%
增持
GOOG
ALPHABET INC
+$67.2M
266,457
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.0M
2,205,285
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$59.3M
635,125
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$55.3M
1,370,052
-1%
增持
PYPL
PAYPAL HLDGS INC
-$53.9M
977,422
+7%
增持
—
VIMEO INC
-$48.4M
6,596,695
+16%
减持
DHR
DANAHER CORPORATION
+$47.3M
2,116,562
-1%
减持
GDDY
GODADDY INC
+$42.6M
2,982,609
-1%
增持
ABT
ABBOTT LABS
+$39.0M
467,434
+106%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$37.2M
1,593,516
+1%
增持
LOW
LOWES COS INC
+$33.3M
587,595
+0%
增持
NEE
NEXTERA ENERGY INC
+$33.0M
2,206,257
+0%
增持
DPZ
DOMINOS PIZZA INC
+$32.3M
305,392
+4%
增持
AMZN
AMAZON COM INC
+$32.0M
157,683
+5%
增持
ENTG
ENTEGRIS INC
+$26.2M
580,787
+35%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$25.0M
249,694
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$24.2M
618,930
+5%
增持
MCD
MCDONALDS CORP
+$24.2M
727,891
+3%
增持
NKE
NIKE INC
+$23.7M
1,030,126
+1%
建仓
PDD
PINDUODUO INC
+$23.2M
397,770
增持
—
ACTIVISION BLIZZARD INC
+$23.0M
351,398
+8051%
增持
KMB
KIMBERLY-CLARK CORP
+$22.8M
209,847
+285%
减持
—
IAA INC
-$21.4M
3,453,144
-4%
增持
JNJ
JOHNSON & JOHNSON
+$19.8M
1,871,032
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$17.2M
1,003,881
-0%
减持
GOOGL
ALPHABET INC
+$17.1M
82,513
-1%
减持
PFE
PFIZER INC
+$16.8M
1,088,634
-1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$16.5M
839,559
-30%
减持
MTCH
MATCH GROUP INC NEW
-$16.3M
589,705
-2%
减持
MDLZ
MONDELEZ INTL INC
+$16.1M
2,343,128
-2%
减持
V
VISA INC
-$13.5M
1,189,184
-2%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$13.3M
1,245,803
-21%
建仓
—
WELLS FARGO CO NEW
+$12.3M
8,275
建仓
MIR
MIRION TECHNOLOGIES INC
+$12.2M
1,162,435
减持
AXP
AMERICAN EXPRESS CO
-$12.1M
674,414
-8%
减持
SCI
SERVICE CORP INTL
+$10.8M
1,022,415
-0%
增持
BILI
BILIBILI INC
+$10.5M
270,655
+783%
减持
C
CITIGROUP INC
-$10.4M
745,872
-6%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$10.1M
509,856
+158%
增持
LLY
LILLY ELI & CO
+$10.0M
126,512
+17%
增持
IQV
IQVIA HLDGS INC
+$9.3M
191,715
+3%
增持
UNP
UNION PAC CORP
+$8.3M
133,985
+3%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$8.0M
59,092
+136%
减持
FIS
FIDELITY NATL INFORMATION SV
-$7.9M
102,518
-35%
增持
VOO
VANGUARD INDEX FDS
+$7.9M
81,576
+16%
增持
CMCSA
COMCAST CORP NEW
-$7.6M
4,902,444
+8%
增持
PG
PROCTER AND GAMBLE CO
+$7.5M
301,136
+1%
减持
—
BROOKFIELD INFRAST PARTNERS
+$7.3M
1,726,139
-1%
增持
—
IMMUNOGEN INC
+$7.1M
959,432
+12614%
减持
SPGI
S&P GLOBAL INC
+$7.0M
157,491
-1%
增持
FTV
FORTIVE CORP
+$7.0M
996,708
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$6.7M
173,220
+15939%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$6.7M
1,167,370
+7%
增持
ALLY
ALLY FINL INC
-$6.7M
2,778,232
+2%
减持
CAR
AVIS BUDGET GROUP
-$6.6M
24,255
-76%
增持
COF
CAPITAL ONE FINL CORP
-$6.5M
550,818
+3%
增持
—
HOWARD HUGHES CORP
+$6.3M
176,743
+33%
减持
HON
HONEYWELL INTL INC
-$6.3M
1,337,500
-0%
增持
EOLS
EVOLUS INC
+$6.2M
3,334,916
+64%
增持
MCO
MOODYS CORP
+$6.0M
153,658
+1%
增持
MSEX
MIDDLESEX WTR CO
+$5.9M
219,035
+10%
减持
UPS
UNITED PARCEL SERVICE INC
+$5.5M
176,707
-1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$5.5M
241,729
-1%
减持
BA
BOEING CO
-$5.5M
161,186
-7%
增持
—
OYSTER PT PHARMA INC
+$5.5M
587,835
+32%
增持
SBUX
STARBUCKS CORP
+$5.5M
71,358
+172%
增持
COR
AMERISOURCEBERGEN CORP
+$5.4M
253,497
+7%
减持
SCHW
SCHWAB CHARLES CORP
+$5.0M
443,391
-0%
增持
DLR
DIGITAL RLTY TR INC
+$4.8M
27,530
+6783%
减持
CSW
CSW INDUSTRIALS INC
-$4.7M
577,277
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$4.6M
167,276
+114%
增持
PEP
PEPSICO INC
+$4.5M
150,785
+5%
增持
RGNX
REGENXBIO INC
-$4.5M
591,060
+4%
增持
RPM
RPM INTL INC
+$4.5M
170,464
+4%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$4.5M
34,768
-7%
减持
CME
CME GROUP INC
+$4.4M
169,504
-4%
减持
GGG
GRACO INC
+$4.4M
424,141
-0%
减持
MLM
MARTIN MARIETTA MATLS INC
+$4.3M
45,239
-1%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$4.2M
1,128,062
-0%
增持
—
RPT REALTY
+$4.1M
458,525
+183%
增持
TRS
TRIMAS CORP
+$4.0M
833,957
+0%
减持
SY
SO YOUNG INTERNATIONAL INC
-$3.9M
2,642,198
-9%
减持
CNQ
CANADIAN NAT RES LTD
+$3.9M
1,253,467
-7%
增持
CMC
COMMERCIAL METALS CO
+$3.9M
488,624
+7%
减持
KO
COCA COLA CO
+$3.8M
1,875,368
-8%
减持
CBZ
CBIZ INC
+$3.8M
596,850
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$3.8M
202,761
-1%
增持
PPLI
IAC INTERACTIVECORP NEW
+$3.7M
3,707,724
+0%
增持
CSX
CSX CORP
+$3.7M
358,916
+9%
减持
NTR
NUTRIEN LTD
+$3.4M
338,770
-1%
减持
D
DOMINION ENERGY INC
-$3.3M
101,002
-35%
减持
—
TE CONNECTIVITY LTD
+$3.3M
138,083
-0%
建仓
—
KKR & CO INC
+$3.3M
35,045
增持
PM
PHILIP MORRIS INTL INC
+$3.3M
2,005,252
+2%
减持
LEN
LENNAR CORP
+$3.2M
158,393
-2%
减持
LBRDK
LIBERTY BROADBAND CORP
-$3.1M
260,844
-0%
建仓
—
TRICON RESIDENTIAL INC
+$3.0M
198,845
减持
HD
HOME DEPOT INC
+$3.0M
36,391
-1%
增持
INGR
INGREDION INC
+$3.0M
394,024
+0%
增持
MTB
M & T BK CORP
+$3.0M
23,156
+517%
增持
USB
US BANCORP DEL
-$2.9M
897,454
+0%
增持
AMAL
AMALGAMATED FINANCIAL CORP
+$2.8M
468,381
+48%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.8M
636,479
-4%
减持
SYY
SYSCO CORP
-$2.8M
33,187
-52%
减持
DEO
DIAGEO PLC
+$2.8M
107,115
-1%
减持
—
CARROLS RESTAURANT GROUP INC
-$2.7M
1,743,752
-19%
增持
COTY
COTY INC
+$2.6M
721,465
+14%
清仓
—
PACIFIC MERCANTILE BANCORP
-$2.6M
0
-100%
建仓
—
TUESDAY MORNING CORP
+$2.6M
1,125,000
减持
CIEN
CIENA CORP
+$2.5M
97,655
-0%
减持
FDX
FEDEX CORP
+$2.4M
62,299
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
275,614
+0%
减持
CVS
CVS HEALTH CORP
+$2.4M
133,350
-0%
增持
APD
AIR PRODS & CHEMS INC
+$2.4M
49,517
+0%
清仓
VIPS
VIPSHOP HOLDINGS LIMITED
-$2.3M
0
-100%
增持
CPRT
COPART INC
+$2.3M
69,705
+17%
增持
WTRG
ESSENTIAL UTILS INC
+$2.3M
268,051
+2%
增持
AMGN
AMGEN INC
+$2.2M
152,371
+1%
增持
—
AXIS CAP HLDGS LTD
+$2.2M
261,467
+0%
减持
—
VIACOMCBS INC
-$2.2M
74,236
-34%
增持
NWE
NORTHWESTERN CORP
+$2.2M
342,512
+13%
清仓
—
IMMUNIC INC
-$2.2M
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$2.2M
43,500
-40%
减持
RRC
RANGE RES CORP
-$2.1M
444,411
-0%
减持
ONTO
ONTO INNOVATION INC
+$2.1M
71,380
-0%
清仓
—
MERSANA THERAPEUTICS INC
-$2.1M
0
-100%
增持
IDA
IDACORP INC
+$2.0M
75,143
+19%
减持
MO
ALTRIA GROUP INC
-$2.0M
292,512
-16%
建仓
AVUV
AMERICAN CENTY ETF TR
+$2.0M
24,566
增持
CL
COLGATE PALMOLIVE CO
+$1.9M
165,237
+2%
减持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$1.9M
75,540
-71%
增持
HTO
SJW GROUP
+$1.9M
203,244
+3%
增持
XPO
XPO LOGISTICS INC
+$1.9M
25,840
+1578%
清仓
—
LEVEL ONE BANCORP INC
-$1.9M
0
-100%
清仓
—
FLEX LTD
-$1.8M
0
-100%
增持
NTRS
NORTHERN TR CORP
+$1.8M
88,171
+9%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.8M
20,919
+67%
减持
—
AMERICAN NATIONAL GROUP INC
-$1.7M
153,956
-6%
减持
BAX
BAXTER INTL INC
-$1.7M
124,396
-19%
