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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 5
增持 57
减持 86
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.87B
22,365
+19%
清仓
—
BROOKFIELD ASSET MGMT INC
-$654.3M
0
-100%
建仓
BN
BROOKFIELD CORP
+$514.1M
16,418,897
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。
减持
AAPL
APPLE INC
-$183.4M
8,554,942
-9%
减持
AMZN
AMAZON COM INC
-$149.4M
2,700,442
-19%
增持
ORCL
ORACLE CORP
+$116.9M
4,803,686
+8%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$110.6M
3,875,454
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$100.5M
2,168,319
+2%
增持
—
ASML HOLDING N V
+$90.5M
165,928
+35815%
增持
LOW
LOWES COS INC
+$90.3M
1,155,256
+55%
减持
META
META PLATFORMS INC
-$84.6M
193,778
-76%
减持
PPLI
IAC INC
-$73.7M
2,375,245
-27%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$73.3M
144,103
-3%
减持
HON
HONEYWELL INTL INC
+$65.4M
1,444,713
-1%
减持
AZO
AUTOZONE INC
+$61.9M
249,719
-3%
减持
ENTG
ENTEGRIS INC
-$50.2M
1,806,111
-12%
减持
DPZ
DOMINOS PIZZA INC
-$49.7M
119
-100%
减持
NKE
NIKE INC
+$45.8M
1,599,308
-7%
减持
GOOG
ALPHABET INC
-$42.3M
5,483,835
-0%
增持
MSFT
MICROSOFT CORP
+$40.6M
5,065,890
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$36.6M
652,052
+2%
增持
NSRGY
NESTLE S A
+$36.4M
3,664,328
+2%
增持
SPGI
S&P GLOBAL INC
+$35.5M
667,332
+9%
减持
PM
PHILIP MORRIS INTL INC
+$32.9M
1,856,501
-1%
增持
KKR
KKR & CO INC
+$32.5M
7,041,159
+1%
增持
V
VISA INC
+$32.0M
828,323
+5%
增持
—
LINDE PLC
+$31.1M
492,043
+2%
减持
ABBV
ABBVIE INC
+$29.2M
1,293,366
-3%
增持
CMCSA
COMCAST CORP NEW
+$28.2M
4,797,599
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$26.7M
1,520,421
-1%
减持
CME
CME GROUP INC
-$26.6M
5,507
-96%
减持
MDLZ
MONDELEZ INTL INC
+$25.9M
2,243,438
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$23.1M
235,426
-5%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$21.3M
87,105
+220%
增持
JNJ
JOHNSON & JOHNSON
+$20.9M
1,500,910
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$20.2M
1,709,453
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$19.8M
621,435
+40%
减持
MTCH
MATCH GROUP INC NEW
-$18.6M
859,983
-26%
减持
MCD
MCDONALDS CORP
+$17.9M
669,897
-3%
减持
—
IAA INC
-$17.3M
10,575
-98%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$17.0M
1,105,315
-4%
减持
DHR
DANAHER CORPORATION
+$14.3M
2,090,038
-0%
增持
CPRT
COPART INC
+$13.5M
1,721,716
+100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$13.4M
2,538,878
-1%
增持
USB
US BANCORP DEL
+$12.6M
1,459,193
+18%
增持
GGG
GRACO INC
+$12.4M
549,773
+36%
增持
BILI
BILIBILI INC
+$11.6M
1,233,826
+7%
减持
—
VIMEO INC
-$11.5M
1,435,437
-65%
增持
SYK
STRYKER CORPORATION
+$11.4M
192,692
+9%
减持
PDD
PINDUODUO INC
-$11.1M
733,340
-35%
减持
C
CITIGROUP INC
-$11.1M
362,543
-45%
减持
KO
COCA COLA CO
+$10.8M
1,626,735
-2%
建仓
QFIN
360 DIGITECH INC
+$10.8M
529,400
增持
SCI
SERVICE CORP INTL
+$10.4M
908,379
+0%
减持
DIS
DISNEY WALT CO
-$10.1M
472,862
-13%
增持
SE
SEA LTD
+$9.8M
189,606
+10594%
增持
FTV
FORTIVE CORP
+$9.2M
1,181,281
+3%
减持
NEE
NEXTERA ENERGY INC
+$9.0M
2,236,888
-1%
减持
RGNX
REGENXBIO INC
-$8.7M
437,130
-38%
减持
CNQ
CANADIAN NAT RES LTD
+$8.2M
961,859
-1%
减持
PFE
PFIZER INC
+$7.8M
1,113,438
-1%
减持
JPM
JPMORGAN CHASE & CO
+$7.8M
276,937
-1%
增持
ALLY
ALLY FINL INC
-$7.7M
2,846,970
+3%
增持
RRC
RANGE RES CORP
+$7.6M
442,490
+220%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.5M
193,245
+16%
增持
AMT
AMERICAN TOWER CORP NEW
+$7.2M
796,063
+6%
增持
GOOGL
ALPHABET INC
-$7.1M
1,756,687
+3%
减持
BA
BOEING CO
+$7.1M
108,398
-3%
减持
TFX
TELEFLEX INCORPORATED
-$7.1M
62,035
-45%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$7.0M
63,440
+201%
减持
LLY
LILLY ELI & CO
-$7.0M
88,070
-27%
建仓
SBNY
SIGNATURE BK NEW YORK N Y
+$6.7M
58,250
减持
—
ACCENTURE PLC IRELAND
+$6.6M
772,284
-0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$6.3M
583,147
-8%
减持
PG
PROCTER AND GAMBLE CO
+$6.1M
275,209
-2%
减持
INGR
INGREDION INC
+$6.1M
370,470
-1%
增持
—
WELLS FARGO CO NEW
+$5.8M
16,764
+44%
减持
AXP
AMERICAN EXPRESS CO
+$5.8M
598,778
-2%
减持
MRK
MERCK & CO INC
+$5.8M
237,384
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$5.8M
1,537
-98%
增持
—
HOLOGIC INC
+$5.3M
516,766
+0%
减持
CMC
COMMERCIAL METALS CO
+$5.3M
464,004
-4%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$5.2M
755,063
-3%
减持
COR
AMERISOURCEBERGEN CORP
+$5.1M
259,887
-7%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$5.1M
1,025,654
-7%
增持
YUM
YUM BRANDS INC
+$4.7M
114,911
+23%
减持
MCO
MOODYS CORP
+$4.6M
143,394
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$4.4M
600,685
-0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$4.4M
195,668
+0%
减持
—
EXXON MOBIL CORP
+$4.4M
221,576
-3%
减持
PYPL
PAYPAL HLDGS INC
-$4.3M
96,359
-25%
减持
IVV
ISHARES TR
-$4.1M
4,300
-73%
减持
CBZ
CBIZ INC
-$4.1M
229,560
-34%
减持
AMGN
AMGEN INC
+$4.1M
139,782
-3%
增持
MMM
3M CO
+$4.0M
121,027
+27%
增持
ABT
ABBOTT LABS
+$4.0M
213,531
+6%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.9M
1,276,414
-7%
增持
AEE
AMEREN CORP
+$3.8M
233,470
+11%
减持
GILD
GILEAD SCIENCES INC
-$3.7M
95,419
-50%
增持
COP
CONOCOPHILLIPS
+$3.7M
155,647
+8%
减持
—
HOWARD HUGHES CORP
+$3.6M
197,443
-5%
增持
—
LIBERTY MEDIA CORP DEL
+$3.6M
763,500
+10%
减持
HTO
SJW GROUP
+$3.6M
180,551
-6%
增持
FMCX
NORTHERN LTS FD TR IV
+$3.6M
3,002,035
+1%
减持
MAR
MARRIOTT INTL INC NEW
-$3.6M
747,837
-9%
建仓
QQQ
INVESCO QQQ TR
+$3.6M
13,372
减持
IQV
IQVIA HLDGS INC
+$3.4M
195,145
-3%
清仓
—
INVESCO
-$3.2M
0
-100%
增持
PEP
PEPSICO INC
+$3.2M
143,122
+3%
增持
NICE
NICE LTD
+$3.1M
109,132
+27%
增持
NTR
NUTRIEN LTD
-$3.1M
321,221
+1%
增持
TMC
TMC THE METALS COMPANY INC
+$3.1M
5,420,000
+442%
减持
MIR
MIRION TECHNOLOGIES INC
-$3.1M
1,920,114
-9%
增持
LBRDK
LIBERTY BROADBAND CORP
+$3.1M
243,109
+16%
增持
NVS
NOVARTIS AG
+$3.0M
202,022
+0%
减持
SNA
SNAP ON INC
+$2.9M
119,116
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$2.9M
92,195
+8%
减持
IDXX
IDEXX LABS INC
+$2.9M
36,894
-1%
增持
—
ACTIVISION BLIZZARD INC
+$2.9M
372,690
+18%
减持
ZTS
ZOETIS INC
-$2.8M
30,629
-38%
增持
NAVI
NAVIENT CORPORATION
+$2.8M
168,928
+603214%
减持
A
AGILENT TECHNOLOGIES INC
+$2.7M
107,794
-3%
增持
—
LIBERTY MEDIA CORP DEL
+$2.7M
89,539
+94%
减持
BKNG
BOOKING HOLDINGS INC
+$2.6M
7,134
-0%
减持
—
ORION ENGINEERED CARBONS S A
+$2.5M
605,240
-2%
减持
KMX
CARMAX INC
-$2.5M
140,190
-16%
减持
SLB
SCHLUMBERGER LTD
+$2.5M
164,701
-7%
减持
RPM
RPM INTL INC
+$2.3M
174,365
-1%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$2.3M
613,749
-23%
减持
—
RECKITT BENCKISER GR
+$2.3M
758,155
-2%
减持
EOLS
EVOLUS INC
-$2.3M
4,016,138
-0%
减持
MTX
MINERALS TECHNOLOGIES INC
+$2.3M
213,918
-1%
减持
TSLA
TESLA INC
-$2.3M
6,939
-41%
减持
ENB
ENBRIDGE INC
+$2.2M
1,477,459
-1%
减持
CSW
CSW INDUSTRIALS INC
-$2.2M
556,714
-0%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$2.2M
9,556
+455%
减持
TRS
TRIMAS CORP
-$2.2M
632,417
-20%
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.2M
36,784
+175%
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$2.2M
297,628
-2%
增持
GLD
SPDR GOLD TR
+$2.1M
51,216
+20%
减持
MSA
MSA SAFETY INC
+$2.0M
60,100
-1%
增持
T
AT&T INC
+$2.0M
246,995
+49%
减持
IVE
ISHARES TR
-$2.0M
280
-98%
减持
—
CHUBB LIMITED
+$2.0M
53,687
-1%
增持
CVX
CHEVRON CORP NEW
+$2.0M
50,178
+2%
增持
VB
VANGUARD INDEX FDS
+$1.9M
36,254
+32%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
170,359
-1%
减持
TRV
TRAVELERS COMPANIES INC
+$1.9M
63,405
-2%
增持
UNP
UNION PAC CORP
+$1.9M
138,235
+1%
减持
VOO
VANGUARD INDEX FDS
-$1.9M
136,983
-10%
