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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 51
减持 77
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
UNH
UNITEDHEALTH GROUP INC
-$140.0M
1,522,998
-2%
减持
AVGO
BROADCOM INC
+$137.9M
2,309,118
-1%
减持
GOOG
ALPHABET INC
+$126.6M
5,403,304
-0%
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
KKR
KKR & CO INC
+$113.3M
8,392,141
-3%
增持
CRM
SALESFORCE INC
+$105.0M
1,558,586
+1%
减持
DHR
DANAHER CORPORATION
-$98.6M
1,904,106
-1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$89.6M
2,250,602
+5%
增持
LB
LANDBRIDGE COMPANY LLC
+$89.3M
2,713,506
+24%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$84.6M
891,321
+1%
减持
AAPL
APPLE INC
+$82.6M
6,533,184
-2%
增持
—
ASML HOLDING N V
+$77.4M
439,890
+59%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$74.8M
338,032
-0%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$69.0M
14,801
+1%
增持
NVDA
NVIDIA CORPORATION
+$63.7M
1,647,027
+27%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$62.9M
1,216,892
-25%
减持
BN
BROOKFIELD CORP
+$61.9M
16,907,751
-1%
增持
AMAT
APPLIED MATLS INC
-$60.3M
2,863,881
+10%
减持
MKL
MARKEL GROUP INC
-$59.0M
49,041
-46%
增持
V
VISA INC
+$56.3M
1,253,658
+0%
增持
UNP
UNION PAC CORP
+$54.1M
381,074
+174%
减持
MSFT
MICROSOFT CORP
-$52.3M
4,431,634
-1%
增持
GOOGL
ALPHABET INC
+$48.6M
1,948,857
+0%
减持
MDLZ
MONDELEZ INTL INC
-$46.9M
2,383,607
-8%
减持
—
ASPEN TECHNOLOGY INC
-$43.0M
674,006
-25%
减持
AMZN
AMAZON COM INC
+$42.2M
1,283,109
-0%
减持
NEE
NEXTERA ENERGY INC
-$41.5M
1,893,661
-10%
减持
ORCL
ORACLE CORP
-$37.8M
5,101,222
-3%
减持
CMCSA
COMCAST CORP NEW
-$36.3M
3,942,227
-11%
增持
—
LINDE PLC
-$31.2M
607,856
+0%
增持
HON
HONEYWELL INTL INC
+$31.2M
1,386,365
+1%
减持
CSW
CSW INDUSTRIALS INC
-$30.4M
296,670
-20%
增持
META
META PLATFORMS INC
+$28.6M
104,436
+83%
减持
KO
COCA COLA CO
-$28.2M
879,875
-23%
增持
INTC
INTEL CORP
+$27.9M
1,447,563
+2852%
增持
LOW
LOWES COS INC
-$27.5M
1,399,457
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.8M
1,906,454
-2%
增持
—
LVMH Moet Hennessy Louis Vuitton SE
-$23.6M
310,192
+5%
增持
BA
BOEING CO
+$21.8M
172,060
+203%
增持
VRT
VERTIV HOLDINGS CO
+$21.7M
396,259
+59%
减持
JNJ
JOHNSON & JOHNSON
-$21.6M
858,038
-5%
增持
AXP
AMERICAN EXPRESS CO
+$19.5M
540,679
+1%
建仓
KNSL
KINSALE CAP GROUP INC
+$18.7M
40,140
减持
CPRT
COPART INC
+$18.2M
3,901,983
-1%
增持
COF
CAPITAL ONE FINL CORP
+$17.8M
541,922
+3%
减持
MIR
MIRION TECHNOLOGIES INC
-$16.8M
120,157
-93%
减持
MAR
MARRIOTT INTL INC NEW
+$15.7M
550,141
-1%
减持
CAL
CALERES INC
-$15.5M
499,586
-39%
增持
MTCH
MATCH GROUP INC NEW
-$15.4M
3,466,894
+2%
减持
ABBV
ABBVIE INC
-$14.0M
606,933
-2%
减持
AZO
AUTOZONE INC
+$13.8M
258,324
-0%
增持
NICE
NICE LTD
+$13.4M
488,520
+16%
减持
NKE
NIKE INC
-$12.7M
692,551
-11%
减持
MCD
MCDONALDS CORP
-$12.1M
654,476
-1%
减持
SPGI
S&P GLOBAL INC
-$11.9M
629,877
-1%
减持
—
ACCENTURE PLC IRELAND
-$11.9M
673,420
-4%
增持
TMC
TMC THE METALS COMPANY INC
+$11.8M
18,726,800
+115%
建仓
BL
BLACKLINE INC
+$11.2M
160,410
增持
ALLY
ALLY FINL INC
+$10.2M
4,226,639
+5%
减持
AMGN
AMGEN INC
-$9.8M
101,750
-10%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$9.6M
354,623
-14%
清仓
—
WELLS FARGO CO NEW
-$9.3M
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$9.1M
0
-100%
增持
AIZ
ASSURANT INC
+$8.6M
394,044
+4%
增持
GE
GE AEROSPACE
+$8.3M
191,174
+27%
减持
—
BROOKFIELD INFRAST PARTNERS
-$8.2M
2,035,266
-2%
减持
LLY
ELI LILLY & CO
-$7.6M
58,199
-2%
建仓
IONQ
IONQ INC
+$7.4M
177,525
减持
DEO
DIAGEO PLC
-$7.4M
242,167
-13%
增持
VOO
VANGUARD INDEX FDS
+$7.2M
487,817
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$6.7M
1,144,827
+12%
增持
COR
CENCORA INC
+$6.7M
265,783
+13%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$6.5M
1,238,866
-4%
建仓
PGR
PROGRESSIVE CORP
+$6.0M
12,884
增持
MA
MASTERCARD INCORPORATED
+$6.0M
24,268
+25%
减持
PPLI
IAC INC
-$5.9M
390,822
-8%
增持
BALL
BALL CORP
-$5.9M
1,196,075
+13%
建仓
FMCE
NORTHERN LTS FD TR IV
+$5.8M
238,821
减持
JPM
JPMORGAN CHASE & CO.
+$5.8M
230,031
-2%
减持
GRBK
GREEN BRICK PARTNERS INC
-$5.4M
180,708
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$5.2M
189,993
-2%
建仓
KD
KYNDRYL HLDGS INC
+$4.9M
140,435
减持
WFC
WELLS FARGO CO NEW
+$4.7M
381,335
-5%
增持
IQV
IQVIA HLDGS INC
-$4.7M
205,551
+8%
增持
SCHW
SCHWAB CHARLES CORP
+$4.7M
461,797
+1%
减持
MRK
MERCK & CO INC
-$4.5M
193,391
-8%
减持
CNQ
CANADIAN NAT RES LTD
-$4.3M
1,419,735
-2%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$4.1M
170,857
-2%
建仓
—
WHITE MTNS INS GROUP LTD
+$4.1M
1,115
增持
PM
PHILIP MORRIS INTL INC
+$4.0M
1,872,284
+2%
增持
—
UNILEVER PLC
+$4.0M
53,519
+218%
增持
FTV
FORTIVE CORP
-$3.9M
1,391,075
+1%
减持
SNA
SNAP ON INC
+$3.8M
85,681
-2%
减持
LEN
LENNAR CORP
-$3.7M
63,887
-4%
减持
USB
US BANCORP DEL
+$3.7M
1,193,002
-1%
减持
JEF
JEFFERIES FINL GROUP INC
+$3.6M
217,399
-0%
清仓
—
BROOKFIELD RENEWABLE CORP
-$3.6M
0
-100%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.5M
897,299
-3%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$3.4M
519,476
-4%
增持
LVMUY
LVMH Moet Hennessy Louis Vuitton SE Unsponsored ADR
+$3.2M
26,293
+1796%
减持
TAC
TRANSALTA CORP
+$3.1M
889,817
-3%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$3.1M
0
-100%
减持
—
GATES INDL CORP PLC
+$3.0M
1,043,783
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.9M
210,268
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
35,793
+50%
增持
MTB
M & T BK CORP
+$2.9M
9,636
+295%
建仓
TDW
TIDEWATER INC NEW
+$2.9M
52,150
减持
—
CLARIVATE PLC
-$2.8M
1,357,625
-1%
减持
MSEX
MIDDLESEX WTR CO
-$2.7M
178,175
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.7M
93,195
-12%
减持
GEV
GE VERNOVA INC
+$2.7M
33,873
-2%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$2.6M
66,065
清仓
—
QIAGEN NV
-$2.6M
0
-100%
增持
—
NAVIGATOR HLDGS LTD
+$2.6M
1,034,596
+25%
增持
—
CHUBB LIMITED
+$2.5M
125,364
+4%
建仓
IYW
ISHARES TR
+$2.5M
15,739
减持
VLTO
VERALTO CORP
-$2.5M
533,703
-1%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$2.5M
89,773
清仓
RDDT
REDDIT INC
-$2.4M
0
-100%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$2.4M
32,369
+342%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$2.4M
0
-100%
建仓
ECG
EVERUS CONSTR GROUP
+$2.3M
35,502
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$2.3M
91,829
-12%
减持
DVN
DEVON ENERGY CORP NEW
-$2.3M
46,528
-52%
增持
VB
VANGUARD INDEX FDS
+$2.3M
59,953
+18%
减持
PFE
PFIZER INC
-$2.3M
422,701
-9%
减持
SCI
SERVICE CORP INTL
-$2.2M
1,217,354
-3%
增持
PSX
PHILLIPS 66
+$2.2M
26,459
+70%
减持
RRC
RANGE RES CORP
+$2.2M
422,181
-0%
减持
MCO
MOODYS CORP
-$2.1M
98,757
-4%
增持
WMT
WALMART INC
+$2.1M
145,400
+3%
减持
CBZ
CBIZ INC
+$2.1M
145,580
-0%
增持
CACC
CREDIT ACCEP CORP MICH
+$2.1M
4,078
+753%
减持
CMC
COMMERCIAL METALS CO
-$2.0M
281,391
-4%
清仓
NU
NU HLDGS LTD
-$1.9M
0
-100%
减持
MKC
MCCORMICK & CO INC
-$1.9M
55,035
-26%
减持
CIEN
CIENA CORP
+$1.9M
84,044
-1%
减持
HSY
HERSHEY CO
-$1.9M
14,180
-36%
减持
WH
WYNDHAM HOTELS & RESORTS INC
+$1.8M
80,534
-1%
减持
DIS
DISNEY WALT CO
+$1.8M
268,316
-12%
增持
—
EXXON MOBIL CORP
-$1.8M
200,022
+1%
减持
CVS
CVS HEALTH CORP
-$1.7M
53,055
-18%
减持
A
AGILENT TECHNOLOGIES INC
-$1.7M
81,912
-4%
减持
MDU
MDU RES GROUP INC
-$1.6M
135,919
-9%
增持
COTY
COTY INC
-$1.6M
697,211
+1%
减持
SG
SWEETGREEN INC
-$1.6M
245,955
-8%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
3,677
+66%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.6M
11,837
减持
SNY
SANOFI
-$1.5M
132,904
-4%
减持
NTR
NUTRIEN LTD
-$1.5M
238,570
-6%
建仓
BLK
BLACKROCK INC
+$1.5M
1,490
