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機関投資家の保有一覧

FIRST MANHATTAN CO. LLC.

持ち方
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評価額を取得中
届出上位5銘柄の比重
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保有
595銘柄

FIRST MANHATTAN CO. LLC. は、2026年6月30日の SEC Form 13F で 595 銘柄の保有を報告しました。届出上位には Microsoft、Apple、ASML Holding が並び、情報技術・コミュニケーション・サービス・金融にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    MSFTMicrosoft
    情報技術・ 4,345,361 株
    —
  2. 2
    AA
    AAPLApple
    情報技術・ 4,935,720 株
    —
  3. 3
    AS
    ASMLASML Holding
    情報技術・ 718,408 株
    —
  4. 4
    GO
    GOOGAlphabet
    コミュニケーション・サービス・ 3,931,213 株
    —
  5. 5
    BR
    BRK-BBerkshire Hathaway
    金融・ 1,777,769 株
    —
  6. 6
    KK
    KKRKKR & Co
    金融・ 9,416,070 株
    —
  7. 7
    BN
    BNBrookfield Corporation
    金融・ 22,611,066 株
    —
  8. 8
    AM
    AMZNAmazon
    一般消費財・ 3,262,397 株
    —
  9. 9
    AV
    AVGOBroadcom
    情報技術・ 2,150,271 株
    —
  10. 10
    AZ
    AZOAutoZone
    一般消費財・ 262,141 株
    —
残り 490 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11AMATApplied Materials1,240,454—
12VVisa1,682,548—
13LBLandBridge7,082,845—
14NVDANVIDIA2,531,922—
15INTCIntel4,638,876—
16TMOThermo Fisher Scientific841,894—
17ORCLOracle3,772,494—
18GOOGLAlphabet1,479,067—
19DHRDanaher2,248,424—
20SNPSSynopsys859,147—
21CRMSalesforce1,740,423—
22SPGIS&P Global1,033,680—
23HONHoneywell1,858,036—
24TPLTexas Pacific Land1,064,741—
25PMPhilip Morris International1,769,286—
26LINLinde678,305—
27UNHUnitedHealth Group867,432—
28HONAHoneywell Aerospace Inc.1,875,740—
29GEVGE Vernova270,578—
30LOWLowe's1,317,185—
31UBERUber Technologies3,443,141—
32TTWOTake-Two Interactive1,015,618—
33MARMarriott International528,442—
34ORLYO'Reilly Automotive2,213,280—
35JNJJohnson & Johnson704,715—
36UNPUnion Pacific647,042—
37BKNGBooking Holdings1,089,139—
38ALLYAlly Financial4,479,185—
39ABBVAbbVie594,732—
40CSLCarlisle Companies469,174—
41ACNAccenture756,729—
42MTCHMatch Group3,668,235—
43AXPAmerican Express453,549—
44METAMeta Platforms175,882—
45MCDMcDonald's519,232—
46GEGE Aerospace385,836—
47WDAYWorkday639,339—
48AMRZAmrize3,144,788—
49BALLBall Corporation2,043,868—
50ICEIntercontinental Exchange728,686—
51AIZAssurant405,627—
52COFCapital One Financial536,652—
53JPMJPMorgan Chase294,172—
54VRTVertiv Holdings385,343—
55SCIService Corporation International1,157,795—
56LLYEli Lilly72,685—
57CSWCSW Industrials270,170—
58IQVIQVIA Holdings312,542—
59VLTOVeralto821,834—
60KOCoca-Cola888,365—
61CORCencora240,747—
62BSXBoston Scientific1,697,334—
63EROKEagleRock Land, LLC3,256,970—
64KEYSKeysight Technologies175,497—
65BLBlackLine2,403,510—
66BIPBrookfield Infrastructure Partners1,797,215—
67CBChubb190,921—
68KNSLKinsale Capital Group188,375—
69QXOQXO4,868,271—
70TMCTMC the metals company15,315,924—
71WOLFWolfspeed1,644,966—
72CNQCanadian Natural Resources1,124,614—
73MAMastercard97,516—
74POOLPool Corp323,110—
75BAMBrookfield Asset Management1,069,167—
76SCHWCharles Schwab458,665—
77HLTHilton Worldwide135,896—
78MDLZMondelez International740,231—
79AMDAdvanced Micro Devices66,599—
80MSMorgan Stanley211,022—
81MCOMoody's89,014—
82AMGNAmgen87,079—
83IBMIBM139,968—
84SPYSPDR S&P 500 ETF TRUST39,352—
85CPRTCopart1,099,434—
86TGTTarget189,107—
87PGProcter & Gamble203,054—
88WFCWells Fargo364,317—
89SNASnap-on76,036—
90NVGSNavigator Holdings1,155,737—
91XOMExxon Mobil167,921—
92INGRIngredion283,935—
93TSMTaiwan Semiconductor Manufacturing56,887—
94DEODiageo302,107—
95SYKStryker88,504—
96WBIWaterBridge Infrastructure803,720—
97CMCSAComcast1,072,332—
98GGGGraco293,836—
99MRKMerck158,760—
100DEIDouglas Emmett2,305,457—
101ENBEnbridge491,882—
102BXPBXP (Boston Properties)354,087—
103COPConocoPhillips162,995—
104CBLCBL & Associates Properties354,379—
105NEENextEra Energy249,760—
106DISWalt Disney187,732—
107AMALAmalgamated Financial396,495—
108LLoews Corporation177,142—
109COSTCostco20,043—
110LRCXLam Research52,227—
111MLMMartin Marietta Materials35,200—
112PSXPhillips 6664,125—
113USBU.S. Bancorp283,800—
114BABoeing83,958—
115BXBlackstone137,827—
116RRCRange Resources399,877—
117GLDSPDR GOLD TRUST39,784—
118HCAHCA Healthcare35,269—
119HDHome Depot52,801—
120NNBRNN3,303,800—
121NEMNewmont127,912—
122BACBank of America267,845—
123CSCOCisco Systems127,356—
124APHAmphenol160,486—
125AXSAXIS Capital145,573—
126EPDEnterprise Products Partners378,333—
127AWKAmerican Water Works102,039—
128CCKCrown Holdings125,110—
129TRSTriMas329,720—
130RTXRTX69,427—
131DGDollar General107,198—
132WMTWalmart122,049—
133CIENCiena32,396—
134TRVTravelers Companies34,854—
135QSRRestaurant Brands International179,287—
136PEPPepsiCo98,529—
137FNVFranco-Nevada51,577—
138CVXChevron55,881—
139NTRNutrien164,491—
140RPMRPM International114,621—
141ADPAutomatic Data Processing43,280—
142HHHHoward Hughes Holdings149,778—
143MTDMettler-Toledo International7,150—
144AAgilent Technologies63,046—
145GRBKGreen Brick Partners157,929—
146SLGSL Green Realty214,785—
147ABTAbbott Laboratories107,475—
148TXNTexas Instruments35,286—
149AERAerCap Holdings71,397—
150GILDGilead Sciences70,366—
151PNCPNC Financial Services46,041—
152MUMicron Technology9,453—
153DVNDevon Energy213,067—
154MSIMotorola Solutions22,585—
155CMCCommercial Metals156,077—
156EMREmerson Electric58,352—
157WPMWheaton Precious Metals68,740—
158CBZCBIZ170,975—
159QCOMQualcomm49,855—
160AGIAlamos Gold282,625—
161NATLNCR Atleos201,195—
162CCitigroup71,059—
163JEFJefferies Financial Group197,183—
164LOARLoar Holdings144,955—
165MSAMSA Safety48,700—
166ALVAutoliv77,714—
167HSICHenry Schein101,889—
168NTRSNorthern Trust Corporation49,643—
169FORRForrester Research750,000—
170MRBKMeridian437,696—
171TDWTidewater99,030—
172ADTADT Inc.1,296,275—
173ETNEaton18,012—
174AMPAmeriprise Financial15,611—
175YUMYum Brands56,187—
176MSEXMiddlesex Water141,624—
177SRESempra96,386—
178MSBMesabi Trust396,373—
179MPCMarathon Petroleum17,303—
180BMYBristol Myers Squibb118,863—
181NKENike214,162—
182QQQINVESCO QQQ TRUST, SERIES 19,568—
183NVSNovartis50,123—
184CSXCSX148,893—
185KLACKLA Corporation33,810—
186OGNOrganon504,647—
187ONTOOnto Innovation20,601—
188CLColgate-Palmolive80,011—
189CWCOConsolidated Water221,571—
190TJXTJX Companies49,180—
191ROSTRoss Stores28,526—
192ZTSZoetis92,399—
193CFBKCF Bankshares187,022—
194LNGCheniere Energy23,384—
195GLGlobe Life36,825—
196AEEAmeren60,047—
197MTXMinerals Technologies89,792—
198BEPBrookfield Renewable Partners209,834—
199ELVElevance Health15,285—
200DEDeere8,513—
201AONAon21,562—
202EVRGEvergy71,604—
203ADIAnalog Devices13,450—
204WMBWilliams Companies79,320—
205RCLRoyal Caribbean Cruises19,775—
206SHELShell57,001—
207HBANHuntington Bancshares357,754—
208NDAQNasdaq59,557—
209CHRDChord Energy39,148—
210NWENorthWestern Energy Group76,982—
211EOGEOG Resources37,123—
212BOCBoston Omaha394,243—
213NINiSource Inc.131,813—
214IDAIDACORP38,868—
215CATCaterpillar5,942—
216MMM3M31,008—
217PFEPfizer178,070—
218FANGDiamondback Energy26,775—
219KMXCarMax Inc88,791—
220MOAltria71,006—
221HTOH2O America76,629—
222MDTMedtronic52,309—
223SIRISirius XM Holdings172,064—
224PAYOPayoneer617,574—
225LAMRLamar Advertising30,637—
226WATWaters Corp10,232—
227FITBFifth Third Bancorp85,249—
228ESQEsquire Financial Holdings35,928—
229WBDWBD138,762—
230MKLMarkel Group2,391—
231BAERBridger Aerospace6,020,430—
232MNSBMainStreet Bancshares161,731—
233MCKMcKesson4,438—
234WTRGEssential Utilities101,101—
235CSWCCapital Southwest167,842—
236AJGArthur J. Gallagher & Co.17,309—
237REGRegency Centers54,159—
238WHWyndham Hotels & Resorts53,581—
239CPKChesapeake Utilities29,616—
240PSNLPersonalis230,600—
241MRSHMarsh & McLennan21,536—
242PBRPetrobras168,618—
243CHTRCharter Communications33,332—
244PRPermian Resources163,316—
245ITWIllinois Tool Works13,595—
246BNYBNY Mellon24,491—
247AMTAmerican Tower21,826—
248DELLDell Technologies6,171—
249NRIMNorthrim BanCorp130,018—
250OGEOGE Energy69,979—
251GPGIGPGI245,044—
252ALLAllstate14,124—
253CVSCVS Health36,168—
254RGPResources Connection800,000—
255LYFTLyft200,000—
256PANWPalo Alto Networks7,602—
257FWONKLiberty Media Formula One(C種株)33,571—
258PLDPrologis23,450—
259OTTROtter Tail33,349—
260WMWaste Management14,496—
261NUENucor12,179—
262CHMGChemung Financial35,240—
263CALCaleres234,576—
264CFGCitizens Financial Group44,078—
265UPSUnited Parcel Service30,380—
266STRLSterling Infrastructure5,277—
267XYLXylem26,671—
268GSGoldman Sachs3,002—
269ILMNIllumina9,873—
270PORPortland General Electric60,413—
271SLBSchlumberger54,941—
272FWONALiberty Media Formula One(A種株)32,075—
273BKHBlack Hills Corporation37,659—
274FRSTPrimis Financial166,901—
275BPRNPrinceton Bancorp58,889—
276SMHISEACOR Marine Holdings309,085—
277CMGChipotle Mexican Grill78,715—
278TMUST-Mobile US15,375—
279ARTNAArtesian Resources72,405—
280PLXSPlexus8,889—
281KNFKnife River47,056—
282APOApollo Global Management20,744—
283TDYTeledyne Technologies3,825—
284CLVTClarivate1,556,675—
285BCMLBayCom73,350—
286MDUMDU Resources Group121,658—
287KMBKimberly-Clark22,574—
288COSOCoastalSouth Bancshares77,638—
289NNINelnet16,821—
290EFSCEnterprise Financial Services34,466—
291JJacobs Solutions14,955—
292SONYSony Group85,175—
293ETEnergy Transfer96,791—
294MKCMcCormick & Company43,412—
295PAASPan American Silver41,965—
296IAUISHARES GOLD TRUST23,920—
297BRTBRT Apartments139,575—
298CARECarter Bankshares60,000—
299OTISOtis Worldwide28,187—
300ARESAres Management15,339—
301PGRProgressive8,542—
302SKYHSky Harbour Group190,572—
303LITELumentum Holdings1,630—
304CEFSprott Physical Gold & Silver Trust41,307—
305CMECME Group6,501—
306COTYCoty642,225—
307VNOVornado Realty Trust49,520—
308ACUACME United26,217—
309TXNMTXNM Energy28,464—
310EXPEExpedia Group6,183—
311ECLEcolab5,973—
312CPTCamden Property Trust17,024—
313GMGeneral Motors20,570—
314TSLATesla4,269—
315PSLVSprott Physical Silver Trust80,900—
316URIUnited Rentals1,450—
317CFFIC&F Financial15,935—
318NFLXNetflix23,184—
319MOG-AMoog(A種株)3,955—
320EGEverest Group4,200—
321SBUXStarbucks15,970—
322MWAMueller Water Products69,716—
323LMTLockheed Martin2,947—
324PKBKParke Bancorp45,271—
325UTLUnitil28,723—
326CACCCredit Acceptance2,757—
327RYRoyal Bank of Canada7,333—
328PHParker Hannifin1,466—
329CMSCMS Energy22,073—
330VZVerizon Communications30,381—
331LUCDLucid Diagnostics2,188,550—
332MAAMid-America Apartment Communities11,895—
333PSAPublic Storage4,744—
334CGNXCognex20,540—
335SHOPShopify8,661—
336FTVFortive22,511—
337CFRCullen/Frost Bankers8,338—
338DRIDarden Restaurants6,424—
339SUNBSunbelt Rentals Holdings16,591—
340MPBMid Penn Bancorp34,787—
341AIGAmerican International Group16,663—
342TEVATeva Pharmaceutical30,035—
343CARAvis Budget Group10,275—
344CODICompass Diversified103,500—
345CPCanadian Pacific Kansas City13,059—
346CZWICitizens Community Bancorp52,624—
347DUKDuke Energy9,820—
348GLWCorning6,817—
349ESABESAB Corp15,305—
350FXNCFirst National Corporation35,500—
351VMIValmont Industries2,229—
352CTASCintas5,528—
353EDConsolidated Edison10,220—
354SBFGSB Financial Group35,627—
355FSLRFirst Solar5,968—
356VMCVulcan Materials4,258—
357BAFNBayFirst Financial132,926—
358OKEONEOK11,707—
359APDAir Products and Chemicals3,638—
360DOXAmdocs17,335—
361HSYHershey6,116—
362BUDAnheuser-Busch InBev13,282—
363RGENRepligen5,365—
364VCTRVictory Capital Holdings8,560—
365SGSweetgreen106,200—
366TAT&T39,558—
367ISRGIntuitive Surgical2,441—
368PAVMPAVmed332,911—
369BCOBrink's9,370—
370NWPXNorthwest Pipe8,970—
371SKTTanger26,675—
372BEPCBrookfield Renewable32,677—
373ANETArista Networks4,433—
374FASTFastenal18,016—
375MVBFMVB Financial30,000—
376BLKBlackRock858—
377PHYSSprott Physical Gold Trust29,000—
378OZKBank OZK19,335—
379PGCPeapack-Gladstone Financial20,000—
380ACGLArch Capital Group9,490—
381IEXIDEX Corporation3,778—
382CARRCarrier Global15,965—
383BAXBaxter International37,177—
384NOCNorthrop Grumman1,824—
385PYPLPayPal Holdings16,001—
386OXYOccidental Petroleum14,531—
387MTSIMACOM Technology Solutions2,500—
388LLYVALiberty Live Holdings(A種株)8,322—
389KIMKimco Realty35,630—
390CETCentral Securities14,074—
391FCXFreeport-McMoRan10,972—
392VRTXVertex Pharmaceuticals1,560—
393GTESGates Industrial Corporation28,474—
394TRGPTarga Resources2,773—
395MRVLMarvell Technology2,864—
396OKTAOkta3,665—
397OFGOFG Bancorp15,000—
398COHRCoherent2,257—
399PRIMPrimoris Services9,515—
400PHMPulteGroup6,500—
401ALCAlcon11,761—
402GWWW.W. Grainger585—
403SPCXSPACE EXPLORATION TECHNOLOGIES CORP4,619—
404METMetLife7,737—
405ARWArrow Electronics3,000—
406CEGConstellation Energy2,789—
407SOUNSoundHound AI121,359—
408MXCMexco Energy69,803—
409PNWPinnacle West Capital7,317—
410TTTrane Technologies1,501—
411BIPCBrookfield Infrastructure18,966—
412GDGeneral Dynamics2,102—
413PRKPark National3,731—
414BLNDBlend Labs659,768—
415HTHHilltop Holdings17,500—
416NOWServiceNow5,005—
417AEPAmerican Electric Power5,608—
418CMPCompass Minerals29,500—
419OLPOne Liberty Properties29,389—
420PLTRPalantir Technologies3,419—
421GROBrazil Potash300,000—
422DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1,261—
423LARKLandmark Bancorp20,475—
424PWRQuanta Services942—
425FROFrontline12,000—
426OPBKOP Bancorp39,804—
427NSCNorfolk Southern1,929—
428OPCHOption Care Health26,960—
429STXSeagate Technology718—
430BOTJBank of the James22,311—
431ESEversource Energy9,396—
432DBCInvesco DB Commodity Index Tracking Fund18,607—
433WTWWillis Towers Watson2,082—
434MDYSPDR S&P MIDCAP 400 ETF TRUST892—
435EQNREquinor13,550—
436TRSTTrustCo Bank Corp NY10,300—
437PEGPublic Service Enterprise Group8,390—
438BKUBankUnited13,000—
439SPESPECIAL OPPORTUNITIES FUND, INC.44,280—
440AWIArmstrong World Industries3,425—
441AZNAstraZeneca3,554—
442FDXFedEx1,869—
443MGYRMagyar Bancorp28,015—
444TDGTransDigm Group493—
445GENGen Digital24,200—
446RUMRumble69,797—
447PCYOPure Cycle47,850—
448UVSPUnivest Financial12,434—
449VSTVistra3,663—
450DNOWDNOW32,463—
451CFCF Industries4,400—
452APGAPi Group12,375—
453STESTERIS2,373—
454HOMBHome BancShares17,149—
455NECBNorthEast Community Bancorp18,313—
456CGCarlyle Group12,250—
457BWXTBWX Technologies3,615—
458CDNSCadence Design Systems1,384—
459CICigna1,785—
460JCIJohnson Controls3,077—
461STTState Street2,729—
462AKRAcadia Realty Trust25,771—
463TFCTruist Financial10,310—
464AMEAMETEK1,871—
465NVTnVent Electric2,777—
466DHID.R. Horton3,476—
467TELTE Connectivity2,125—
468LSBKLake Shore Bancorp25,075—
469GISGeneral Mills14,377—
470OWLBlue Owl Capital50,550—
471VLYValley National Bancorp35,598—
472BDXBecton Dickinson2,579—
473FPHFive Point Holdings99,150—
474NBISNebius Group1,850—
475WSMWilliams-Sonoma1,910—
476IPIIntrepid Potash13,425—
477LNTHLantheus Holdings4,324—
478CVBFCVB Financial19,142—
479EBMTEagle Bancorp Montana20,000—
480ADBEAdobe1,769—
481CTOCTO Realty Growth20,200—
482EBAYeBay3,855—
483HUBBHubbell Incorporated852—
484RFRegions Financial14,908—
485ROIVRoivant Sciences11,146—
486IOVAIovance Biotherapeutics27,998—
487GLXYGalaxy Digital17,240—
488MTBM&T Bank1,809—
489SYYSysco4,965—
490CRWSCrown Crafts147,401—
491ACAArcosa2,435—
492BLLNBillionToOne3,362—
493SNOWSnowflake1,034—
494AVAVAeroVironment2,500—
495FELEFranklin Electric3,551—
496TFPMTriple Flag Precious Metals11,410—
497MLIMueller Industries5,580—
498FMAOFarmers & Merchants Bancorp9,605—
499ECHOEchoStar3,601—
500SWXSouthwest Gas Holdings4,100—

評価額の大きい上位 500 銘柄を表示しています (報告は全 595 銘柄。表示外の細かい持分も冒頭の概算評価額には含めています)。

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。