Follow-The-Filings

Featured 13F manager

First Eagle Investment Management, LLC

New York, NY 22 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $59.9B
  • 421 Positions
  • 2026 Q2
  • −20.7% QoQ
  • Top 5 16.6%

Portfolio

2026 Q2 · filed 8/5/2026 · 421 long · top 12 shown

top 5 16.6% · top 10 28.9%

AUM over time

2026 Q2 $59.9B −20.7% QoQ
2021 Q3 · $39B 2021 Q3 · $39B
Q3 2021
2021 Q4 · $39.9B · +2.4% QoQ 2021 Q4 · $39.9B · +2.4% QoQ
Q4
2022 Q1 · $40.8B · +2.3% QoQ 2022 Q1 · $40.8B · +2.3% QoQ
Q1 2022
2022 Q2 · $35.4B · −13.3% QoQ 2022 Q2 · $35.4B · −13.3% QoQ
Q2
2022 Q3 · $33.3B · −5.9% QoQ 2022 Q3 · $33.3B · −5.9% QoQ
Q3
2022 Q4 · $36.3B · +9.0% QoQ 2022 Q4 · $36.3B · +9.0% QoQ
Q4
2023 Q1 · $37.8B · +4.1% QoQ 2023 Q1 · $37.8B · +4.1% QoQ
Q1 2023
2023 Q2 · $39.1B · +3.4% QoQ 2023 Q2 · $39.1B · +3.4% QoQ
Q2
2023 Q3 · $38.7B · −1.2% QoQ 2023 Q3 · $38.7B · −1.2% QoQ
Q3
2023 Q4 · $42B · +8.6% QoQ 2023 Q4 · $42B · +8.6% QoQ
Q4
2024 Q1 · $44B · +4.9% QoQ 2024 Q1 · $44B · +4.9% QoQ
Q1 2024
2024 Q2 · $44.7B · +1.5% QoQ 2024 Q2 · $44.7B · +1.5% QoQ
Q2
2024 Q3 · $48.6B · +8.8% QoQ 2024 Q3 · $48.6B · +8.8% QoQ
Q3
2024 Q4 · $44.8B · −7.8% QoQ 2024 Q4 · $44.8B · −7.8% QoQ
Q4
2025 Q1 · $47.9B · +7.0% QoQ 2025 Q1 · $47.9B · +7.0% QoQ
Q1 2025
2025 Q2 · $50.9B · +6.3% QoQ 2025 Q2 · $50.9B · +6.3% QoQ
Q2
2025 Q3 · $54.9B · +7.8% QoQ 2025 Q3 · $54.9B · +7.8% QoQ
Q3
2025 Q4 · $56.8B · +3.5% QoQ 2025 Q4 · $56.8B · +3.5% QoQ
Q4
2026 Q1 · $75.6B · +33.0% QoQ 2026 Q1 · $75.6B · +33.0% QoQ
Q1 2026
2026 Q2 · $59.9B · −20.7% QoQ 2026 Q2 · $59.9B · −20.7% QoQ
Q2

Book

2022 Q1 2021 Q4 · filed 11 May · long equity

ORCL - Oracle 5.25% Add +0.8% 25,924,820 $82.73 $2.1B +204,315 −$98M
XOM - Exxon Mobil 4.77% Reduce −0.9% 23,606,638 $82.59 $1.9B −205,645 +$493M
CMCSA - Comcast · CL A 3.45% Add +2.4% 30,102,119 $46.82 $1.4B +707,695 −$70M
NEM - Newmont 3.40% Add +0.4% 17,502,393 $79.45 $1.4B +69,139 +$309M
IMO - Imperial Oil 2.92% Reduce −0.2% 24,668,675 $48.39 $1.2B −61,638 +$302M
CHRW - C H Robinson Worldwide 2.82% Add +0.9% 10,680,842 $107.71 $1.2B +91,884 +$11M
WTW - Willis Towers Watson 2.78% Add +1.3% 4,799,750 $236.22 $1.1B +62,050 +$9M
META - Meta Platforms · CL A 2.77% Add +50.8% 5,080,867 $222.36 $1.1B +1,711,722 −$3M
SLB - Schlumberger 2.66% Reduce −2.0% 26,305,074 $41.31 $1.1B −524,525 +$283M
ELV - Anthem 2.44% Add +0.6% 2,028,985 $491.22 $997M +11,129 +$61M
TSM - Taiwan Semiconductor Mfg 2.31% Reduce −2.2% 9,063,037 $104.26 $945M −204,954 −$170M
PM - Philip Morris Intl 2.22% Reduce −7.6% 9,661,679 $93.94 $908M −795,677 −$86M
ABEV - Ambev SA 2.17% Add +19.0% 274,313,808 $3.23 $886M +43,840,921 +$241M
NTR - Nutrien 2.13% Reduce −26.3% 8,366,792 $103.99 $870M −2,979,697 +$17M
CL - Colgate Palmolive 2.10% Reduce −2.5% 11,296,801 $75.83 $857M −285,676 −$132M
WPM - Wheaton Precious Metals 1.99% Add +3.8% 17,057,649 $47.58 $812M +619,945 +$106M
BK - Bank New York Mellon 1.92% Reduce −1.1% 15,800,383 $49.63 $784M −181,931 −$144M
MSFT - Microsoft 1.84% Reduce −8.9% 2,432,334 $308.31 $750M −237,874 −$148M
GLD - Spdr Gold Tr 1.67% Add +1.1% 3,778,059 $180.65 $683M +41,099 +$44M
NOV - NOV Inc 1.63% Reduce −0.4% 33,911,779 $19.61 $665M −139,121 +$204M
GOLD - Barrick Gold 1.60% Reduce −0.9% 26,631,125 $24.53 $653M −243,071 +$143M
GOOG - Alphabet · CL C 1.55% Add +1.6% 226,851 $2,793 $634M +3,556 −$13M
HCA - Hca Healthcare 1.54% Add +6.1% 2,505,782 $250.62 $628M +143,254 +$21M
TXN - Texas Instrs 1.52% Add +2.2% 3,389,872 $183.48 $622M +72,429 −$3M
BABA - Alibaba Group 1.52% Add +38.4% 5,714,725 $108.80 $622M +1,585,422 +$131M
AXP - American Express 1.50% Reduce −22.7% 3,265,303 $187.00 $611M −960,552 −$81M
UHS - Universal Hlth Svcs · CL B 1.47% Add +1.4% 4,155,489 $144.95 $602M +56,358 +$71M
FMX - Fomento Economico 1.46% Add +0.5% 7,212,282 $82.85 $598M +34,579 +$40M
WY - Weyerhaeuser Mtn Be 1.41% Reduce −16.6% 15,185,409 $37.90 $576M −3,028,158 −$175M
ADI - Analog Devices 1.39% Add +0.5% 3,446,734 $165.18 $569M +15,753 −$34M
TRV - Travelers Companies 1.39% Add +0.5% 3,108,769 $182.73 $568M +15,694 +$84M
TDC - Teradata Del 1.38% Reduce −12.1% 11,458,918 $49.29 $565M −1,571,357 +$11M
BRK.A - Berkshire Hathaway · CL A 1.30% Hold 1,003 $528,921 $531M
GOOGL - Alphabet · CL A 1.26% Reduce −0.4% 185,267 $2,781 $515M −786 −$24M
USB - US Bancorp Del 1.24% Add +0.7% 9,525,026 $53.15 $506M +67,737 −$25M
EQR - Equity Residential 1.20% Reduce −4.7% 5,467,273 $89.92 $492M −268,260 −$27M
UNP - Union Pac 1.18% Reduce −7.1% 1,764,145 $273.21 $482M −135,173 +$3M
RGLD - Royal Gold 1.16% Reduce −4.7% 3,343,399 $141.28 $472M −165,304 +$103M
BRO - Brown & Brown 1.13% Reduce −12.5% 6,364,187 $72.27 $460M −912,780 −$51M
BDX - Becton Dickinson & 1.10% Add +0.2% 1,685,962 $266.00 $448M +2,899 +$25M
WFC - Wells Fargo 1.09% Reduce −0.9% 9,217,156 $48.46 $447M −83,792 +$404K
AEM - Agnico Eagle Mines 1.09% Add +39.7% 7,271,793 $61.19 $445M +2,066,139 +$168M
XRAY - Dentsply Sirona 1.02% Add +17.8% 8,460,416 $49.22 $416M +1,276,404 +$16M
DE - Deere 1.00% Reduce −29.1% 984,517 $415.46 $409M −404,001 −$67M
CRM - Salesforce 0.99% Add +0.1% 1,910,663 $212.32 $406M +2,478 −$79M
CMI - Cummins 0.96% Reduce −0.1% 1,908,048 $205.11 $391M −1,518 −$25M
FLS - Flowserve 0.95% Reduce −0.1% 10,779,690 $35.90 $387M −9,063 +$57M
WRB - Berkley W R 0.94% Add +19.1% 5,767,316 $66.59 $384M +923,404 −$15M
Alleghany Md 0.89% Reduce −0.1% 427,565 $847.00 $362M −367 +$76M
IPGP - Ipg Photonics 0.87% Add +40.5% 3,236,022 $109.76 $355M +933,160 −$41M

Showing top 50 of 345 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BKNG - Booking 1.35% Exit 0 $2,399 $540M −225,179 −$540M
Kirkland Lake Gold 0.29% Exit 0 $41.91 $116M −2,759,148 −$116M
AU - Anglogold Ashanti 0.07% Exit 0 $20.98 $28M −1,323,532 −$28M
SHEL - Royal Dutch Shell 0.01% Exit 0 $43.39 $2M −47,887 −$2M
US Ecology Exit 0 $31.95 $1M −32,300 −$1M
Pitney Bowes Exit 0 $6.63 $921K −138,842 −$921K
Intricon Exit 0 $16.18 $872K −53,901 −$872K
Liqtech Intl Exit 0 $5.72 $849K −148,492 −$849K
Primoris Svcs Exit 0 $23.99 $820K −34,185 −$820K
VEU — Exit 0 $61.26 $746K −12,178 −$746K
Horizon Global Exit 0 $7.98 $730K −91,467 −$730K
Tristate Cap Exit 0 $30.26 $605K −19,992 −$605K
FTS International · CL A Exit 0 $26.24 $580K −22,101 −$580K
Castlight Health · CL B Exit 0 $1.54 $538K −349,461 −$538K
FIX - Comfort Sys USA Exit 0 $98.96 $531K −5,366 −$531K
GFF - Griffon Exit 0 $28.50 $453K −15,895 −$453K
GRBK - Green Brick Partners Exit 0 $30.31 $397K −13,100 −$397K
OPLN - Kar Auction Svcs Exit 0 $15.64 $340K −21,736 −$340K
Houghton Mifflin Harcourt Exit 0 $16.07 $233K −14,496 −$233K
Aspen Group Exit 0 $2.35 $93K −39,500 −$93K
NVR - NVR Inc Exit 0 $5,929 $83K −14 −$83K
Surgalign Exit 0 $0.7120 $68K −95,504 −$68K
Unique Fabricating Exit 0 $1.93 $29K −14,991 −$29K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
empty 13F-HR/A 8/24/2026 000132544726000033
2026 Q2 424 $59.9B −20.7% 13F-HR 8/5/2026 000132544726000020
2026 Q1 425 $59B RESTATEMENT 5/14/2026 000132544726000018
2026 Q1 425 $75.6B +33.0% 13F-HR 5/12/2026 000132544726000009
2025 Q4 423 $56.8B +3.5% 13F-HR 2/4/2026 000132544726000004
2025 Q3 404 $54.9B +7.8% 13F-HR 11/12/2025 000132544725000039
2025 Q2 392 $50.9B +6.3% 13F-HR 8/6/2025 000132544725000033
2025 Q1 411 $47.9B +7.0% 13F-HR 5/12/2025 000132544725000026
2024 Q4 423 $44.8B −7.8% 13F-HR 2/10/2025 000132544725000006
2024 Q3 393 $48.6B +8.8% 13F-HR 11/12/2024 000132544724000031
2024 Q2 398 $44.7B +1.5% 13F-HR 8/12/2024 000132544724000028
2024 Q1 403 $44B +4.9% 13F-HR 5/9/2024 000132544724000023
2023 Q4 411 $42B +8.6% 13F-HR 2/8/2024 000132544724000002
2023 Q3 404 $38.7B −1.2% 13F-HR 11/8/2023 000132544723000021
2023 Q2 388 $39.1B +3.4% 13F-HR 8/9/2023 000132544723000018
2023 Q1 395 $37.8B +4.1% 13F-HR 5/11/2023 000132544723000016
2022 Q4 394 $36.3B +9.0% 13F-HR 2/9/2023 000132544723000002
2022 Q3 396 $33.3B −5.9% 13F-HR 11/10/2022 000132544722000016
2022 Q2 390 $35.4B −13.3% 13F-HR 8/10/2022 000132544722000013
2022 Q1 381 $40.8B +2.3% 13F-HR 5/11/2022 000132544722000012
2021 Q4 361 $39.9B +2.4% 13F-HR 2/10/2022 000132544722000002
2021 Q3 311 $39B 13F-HR 11/10/2021 000132544721000018

About

First Eagle Investment Management, LLC

22 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
First Eagle Investment Management, LLC
Location
New York, NY
All SEC filings
View on sec.gov