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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 5
增持 32
减持 109
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.89B
18,452
-17%
减持
AAPL
APPLE INC
+$236.3M
8,176,674
-4%
建仓
—
LINDE PLC
+$226.8M
647,350
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
MSFT
MICROSOFT CORP
+$216.8M
4,967,611
-2%
清仓
—
LINDE PLC
-$157.6M
0
-100%
增持
KKR
KKR & CO INC
+$109.8M
8,407,554
+19%
增持
GOOG
ALPHABET INC
+$93.1M
5,574,373
+2%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$92.8M
144,053
-0%
增持
—
ACTIVISION BLIZZARD INC
+$84.0M
1,320,392
+254%
增持
V
VISA INC
+$73.5M
1,089,276
+32%
增持
ORCL
ORACLE CORP
+$70.6M
4,988,019
+4%
增持
BN
BROOKFIELD CORP
+$62.4M
17,760,055
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$58.7M
724,844
+11%
增持
—
ASML HOLDING N V
+$56.1M
215,654
+30%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$53.5M
1,018,943
-20%
减持
JNJ
JOHNSON & JOHNSON
-$50.4M
1,385,454
-8%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$46.6M
1,971,913
-49%
增持
UNH
UNITEDHEALTH GROUP INC
-$46.6M
1,605,889
+6%
减持
HON
HONEYWELL INTL INC
-$38.8M
1,415,316
-2%
减持
DHR
DANAHER CORPORATION
-$32.3M
2,072,477
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$27.6M
303,406
+336%
减持
ENTG
ENTEGRIS INC
+$26.8M
1,775,315
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$26.7M
478,095
-23%
增持
CPRT
COPART INC
+$25.0M
1,726,643
+0%
减持
GOOGL
ALPHABET INC
+$24.9M
1,727,732
-2%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$19.8M
139,400
-24%
减持
—
LIBERTY MEDIA CORP DEL
-$19.3M
361,641
-53%
减持
NSRGY
NESTLE S A
+$17.4M
3,616,410
-1%
增持
USB
US BANCORP DEL
+$16.2M
2,184,183
+50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$15.4M
2,119,397
-2%
减持
TFX
TELEFLEX INCORPORATED
-$15.4M
500
-99%
减持
NEE
NEXTERA ENERGY INC
-$15.0M
2,232,134
-0%
增持
SPGI
S&P GLOBAL INC
+$14.9M
691,261
+4%
减持
AEE
AMEREN CORP
-$14.5M
72,467
-69%
增持
LOW
LOWES COS INC
+$14.5M
1,223,493
+6%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$14.2M
874,840
-53%
减持
AMZN
AMAZON COM INC
-$13.6M
2,064,478
-24%
减持
META
META PLATFORMS INC
+$13.4M
173,241
-11%
减持
PFE
PFIZER INC
-$13.2M
1,075,938
-3%
减持
CMCSA
COMCAST CORP NEW
+$12.4M
4,751,703
-1%
减持
—
ACCENTURE PLC IRELAND
+$10.8M
758,975
-2%
增持
VOO
VANGUARD INDEX FDS
+$10.8M
156,767
+14%
增持
UNP
UNION PAC CORP
+$10.1M
192,450
+39%
减持
ABBV
ABBVIE INC
-$9.0M
1,254,949
-3%
减持
MMM
3M CO
-$8.3M
59,152
-51%
减持
GGG
GRACO INC
-$8.1M
395,807
-28%
增持
SG
SWEETGREEN INC
+$7.8M
1,262,265
+422%
减持
LBRDK
LIBERTY BROADBAND CORP
-$7.7M
132,043
-46%
减持
KO
COCA COLA CO
-$7.7M
1,544,090
-5%
增持
PM
PHILIP MORRIS INTL INC
-$7.0M
1,860,180
+0%
减持
SYK
STRYKER CORPORATION
+$6.9M
189,179
-2%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$6.7M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.5M
158,281
-18%
减持
TRS
TRIMAS CORP
-$6.4M
398,430
-37%
减持
AXP
AMERICAN EXPRESS CO
+$6.4M
574,993
-4%
清仓
—
ATLAS AIR WORLDWIDE HLDGS IN
-$6.2M
0
-100%
减持
CSW
CSW INDUSTRIALS INC
+$6.1M
508,548
-9%
建仓
KRE
SPDR SER TR
+$5.8M
133,300
减持
DIS
DISNEY WALT CO
+$5.8M
467,730
-1%
减持
EOG
EOG RES INC
-$5.6M
7,248
-85%
减持
AZO
AUTOZONE INC
-$5.4M
248,335
-1%
减持
GOOS
CANADA GOOSE HLDGS INC
-$5.3M
75,564
-80%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$5.3M
1,085,111
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$5.3M
702,348
-6%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$5.2M
227,950
-3%
减持
—
VERITEX HLDGS INC
-$4.8M
384,574
-9%
减持
WBD
WARNER BROS DISCOVERY INC
+$4.5M
859,276
-3%
减持
CNQ
CANADIAN NAT RES LTD
-$4.3M
887,150
-8%
增持
NICE
NICE LTD
+$4.3M
111,229
+2%
减持
MDLZ
MONDELEZ INTL INC
+$4.1M
2,204,100
-2%
减持
LEN
LENNAR CORP
-$4.1M
79,200
-42%
减持
PPLI
IAC INC
+$4.1M
2,123,640
-11%
增持
PANW
PALO ALTO NETWORKS INC
+$4.1M
21,236
+1458%
减持
BKNG
BOOKING HOLDINGS INC
+$4.0M
6,922
-3%
减持
WFC
WELLS FARGO CO NEW
-$4.0M
518,565
-8%
增持
ALLY
ALLY FINL INC
+$3.8M
2,881,731
+1%
减持
AMGN
AMGEN INC
-$3.8M
135,808
-3%
减持
MTCH
MATCH GROUP INC NEW
-$3.6M
835,037
-3%
减持
TRV
TRAVELERS COMPANIES INC
-$3.5M
48,856
-23%
建仓
RLX
RLX TECHNOLOGY INC
+$3.5M
1,200,000
减持
CVS
CVS HEALTH CORP
-$3.4M
149,872
-4%
减持
IDXX
IDEXX LABS INC
+$3.4M
36,885
-0%
减持
MCO
MOODYS CORP
+$3.3M
141,496
-1%
减持
LLY
LILLY ELI & CO
-$3.3M
84,320
-4%
增持
GEN
GEN DIGITAL INC
+$3.2M
364,639
+155%
减持
ENB
ENBRIDGE INC
-$3.2M
1,430,931
-3%
减持
CMC
COMMERCIAL METALS CO
-$3.2M
393,584
-15%
减持
—
VIMEO INC
-$3.1M
469,888
-67%
减持
FTV
FORTIVE CORP
+$3.1M
1,159,103
-2%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$3.1M
91,260
+5%
减持
HTO
SJW GROUP
-$3.1M
152,361
-16%
减持
—
HOLOGIC INC
+$3.0M
516,700
-0%
增持
DEO
DIAGEO PLC
+$3.0M
151,751
+21%
减持
RPM
RPM INTL INC
-$3.0M
160,604
-8%
减持
COP
CONOCOPHILLIPS
-$2.9M
155,418
-0%
减持
MIR
MIRION TECHNOLOGIES INC
+$2.8M
1,818,014
-5%
增持
GLD
SPDR GOLD TR
+$2.8M
62,820
+23%
减持
—
ORION ENGINEERED CARBONS S A
+$2.8M
520,155
-14%
减持
NAVI
NAVIENT CORPORATION
-$2.8M
28
-100%
减持
C
CITIGROUP INC
-$2.8M
290,660
-20%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.7M
811,991
+2%
减持
AMAL
AMALGAMATED FINANCIAL CORP
-$2.7M
393,388
-6%
减持
EVRG
EVERGY INC
-$2.7M
150,257
-21%
减持
YUM
YUM BRANDS INC
-$2.7M
90,998
-21%
增持
FMCX
NORTHERN LTS FD TR IV
+$2.6M
3,003,769
+0%
减持
GL
GLOBE LIFE INC
-$2.6M
46,999
-27%
减持
VNO
VORNADO RLTY TR
-$2.5M
79,997
-56%
减持
HLX
HELIX ENERGY SOLUTIONS GRP I
-$2.5M
575,000
-39%
减持
A
AGILENT TECHNOLOGIES INC
-$2.5M
98,212
-9%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.4M
7,984
-78%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$2.4M
181,641
-1%
减持
PYPL
PAYPAL HLDGS INC
-$2.4M
58,709
-39%
减持
MCD
MCDONALDS CORP
-$2.4M
622,662
-7%
减持
MSEX
MIDDLESEX WTR CO
-$2.3M
195,255
-13%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
16,866
+3%
增持
CRM
SALESFORCE INC
+$2.3M
13,274
+374%
减持
WTRG
ESSENTIAL UTILS INC
-$2.3M
206,442
-13%
减持
BSX
BOSTON SCIENTIFIC CORP
+$2.2M
600,217
-0%
减持
—
AGROFRESH SOLUTIONS INC
-$2.2M
1,216,071
-38%
减持
MDU
MDU RES GROUP INC
-$2.2M
222,134
-25%
减持
IQV
IQVIA HLDGS INC
-$2.1M
190,281
-2%
建仓
—
KALVISTA PHARMACEUTICALS INC
+$2.1M
269,604
减持
GRBK
GREEN BRICK PARTNERS INC
+$2.1M
287,400
-13%
清仓
NVR
NVR INC
-$2.1M
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$2.1M
556,049
-5%
减持
—
TE CONNECTIVITY LTD
+$2.1M
135,083
-1%
减持
—
BROOKFIELD RENEWABLE PARTNER
+$2.1M
672,308
-11%
减持
—
LIBERTY MEDIA CORP DEL
-$2.0M
44,759
-50%
减持
MRK
MERCK & CO INC
-$2.0M
229,063
-4%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
162,613
-5%
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$1.9M
1,000
-98%
增持
ADI
ANALOG DEVICES INC
+$1.9M
33,606
+17%
减持
—
WELLS FARGO CO NEW
-$1.9M
15,276
-9%
减持
BA
BOEING CO
-$1.9M
88,344
-19%
减持
NKE
NIKE INC
+$1.9M
1,541,124
-4%
减持
—
CHUBB LIMITED
-$1.8M
51,505
-4%
减持
MLM
MARTIN MARIETTA MATLS INC
-$1.8M
37,206
-16%
减持
—
SAFEGUARD SCIENTIFICS INC
-$1.8M
886,761
-18%
减持
COR
AMERISOURCEBERGEN CORP
-$1.8M
257,759
-1%
增持
PDD
PDD HOLDINGS INC
+$1.8M
811,094
+11%
减持
PAAS
PAN AMERN SILVER CORP
-$1.7M
122,864
-50%
减持
—
CONSOLIDATED WATER CO INC
-$1.7M
350,702
-31%
减持
SNA
SNAP ON INC
+$1.7M
117,198
-2%
增持
MRBK
MERIDIAN CORPORATION
-$1.7M
322,018
+69%
减持
—
LIBERTY MEDIA CORP DEL
-$1.7M
165,348
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.7M
76,149
-2%
减持
T
AT&T INC
-$1.7M
148,140
-40%
减持
ARTNA
ARTESIAN RES CORP
-$1.7M
126,076
-15%
减持
UE
URBAN EDGE PPTYS
-$1.7M
13,902
-90%
建仓
GLDD
GREAT LAKES DREDGE & DOCK CO
+$1.6M
300,000
