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 Q3 2022 Q2 · filed 10 Nov · long equity

XOM - Exxon Mobil 5.19% Reduce −0.6% 19,828,628 $87.31 $1.7B −126,074 +$22M
ORCL - Oracle 4.75% Add 0.0% 25,923,717 $61.07 $1.6B +1,752 −$228M
IMO - Imperial Oil 3.21% Reduce −0.1% 24,723,780 $43.30 $1.1B −14,451 −$96M
CHRW - C H Robinson Worldwide 3.05% Reduce −0.4% 10,570,458 $96.31 $1B −45,957 −$58M
WTW - Willis Towers Watson 2.93% Add +0.8% 4,868,960 $200.94 $978M +38,853 +$25M
SLB - Schlumberger 2.91% Reduce −0.1% 27,049,512 $35.90 $971M −29,107 +$3M
CMCSA - Comcast · CL A 2.78% Add +4.4% 31,646,241 $29.33 $928M +1,340,601 −$261M
ELV - Elevance Health 2.51% Reduce −8.5% 1,839,930 $454.24 $836M −171,070 −$135M
HCA - Hca Healthcare 2.48% Add +0.7% 4,500,418 $183.79 $827M +31,417 +$76M
PM - Philip Morris Intl 2.43% Add +0.7% 9,751,311 $83.01 $809M +65,049 −$147M
ABEV - Ambev SA 2.40% Add +1.2% 282,311,776 $2.83 $799M +3,222,777 +$98M
CL - Colgate Palmolive 2.27% Reduce −4.2% 10,760,176 $70.25 $756M −467,892 −$144M
NEM - Newmont 2.25% Add +2.0% 17,855,485 $42.03 $750M +353,788 −$294M
META - Meta Platforms · CL A 2.16% Add 0.0% 5,298,041 $135.68 $719M +943 −$135M
NTR - Nutrien 2.10% Add +0.4% 8,416,815 $83.38 $702M +30,602 +$33M
FMX - Fomento Economico 2.04% Add +29.3% 10,828,176 $62.75 $679M +2,454,681 +$114M
GOLD - Barrick Gold 1.99% Add +61.1% 42,899,492 $15.50 $665M +16,264,733 +$194M
BK - Bank New York Mellon 1.90% Reduce −0.2% 16,482,674 $38.52 $635M −27,391 −$54M
WPM - Wheaton Precious Metals 1.88% Add +13.9% 19,402,786 $32.36 $628M +2,370,966 +$14M
TSM - Taiwan Semiconductor Mfg 1.83% Reduce −0.6% 8,907,267 $68.56 $611M −54,578 −$122M
GLD - Spdr Gold Tr 1.79% Add +2.2% 3,868,419 $154.67 $598M +84,910 −$39M
NOV - NOV Inc 1.75% Add +6.4% 36,100,081 $16.18 $584M +2,161,634 +$10M
TXN - Texas Instrs 1.67% Add +1.8% 3,592,455 $154.78 $556M +63,814 +$14M
GOOG - Alphabet · CL C 1.64% Add +2031.0% 5,703,169 $96.15 $548M +5,435,534 −$37M
MSFT - Microsoft 1.55% Reduce −8.3% 2,222,801 $232.90 $518M −200,462 −$105M
ADI - Analog Devices 1.51% Add +3.2% 3,601,874 $139.34 $502M +111,300 −$8M
TRV - Travelers Companies 1.26% Reduce −11.4% 2,741,753 $153.20 $420M −352,251 −$103M
AXP - American Express 1.24% Reduce −5.5% 3,059,998 $134.91 $413M −178,873 −$36M
UHS - Universal Hlth Svcs · CL B 1.22% Add +0.6% 4,632,046 $88.18 $408M +28,511 −$55M
CMI - Cummins 1.22% Add +0.1% 2,000,347 $203.51 $407M +1,745 +$20M
BRK.A - Berkshire Hathaway · CL A 1.22% Reduce −0.2% 1,000 $406,470 $406M −2 −$3M
WY - Weyerhaeuser Mtn Be 1.20% Reduce −3.4% 14,068,166 $28.56 $402M −492,712 −$80M
USB - US Bancorp Del 1.16% Add +0.4% 9,577,686 $40.32 $386M +35,835 −$53M
EQR - Equity Residential 1.13% Add +0.6% 5,585,618 $67.22 $375M +31,572 −$26M
BDX - Becton Dickinson & 1.13% Reduce −0.2% 1,683,985 $222.83 $375M −3,863 −$41M
WFC - Wells Fargo 1.11% Add +0.1% 9,238,746 $40.22 $372M +5,170 +$10M
Alleghany Md 1.08% Reduce 0.0% 427,184 $839.37 $359M −21 +$3M
IPGP - Ipg Photonics 1.06% Add +23.7% 4,206,893 $84.35 $355M +804,923 +$35M
GOOGL - Alphabet · CL A 1.04% Add +1862.7% 3,634,383 $95.65 $348M +3,449,207 −$56M
ROST - Ross Stores 1.00% Add +3.2% 3,950,819 $84.27 $333M +122,263 +$64M
RGLD - Royal Gold 0.94% Add +3.3% 3,335,198 $93.82 $313M +106,242 −$32M
DE - Deere 0.90% Reduce −9.2% 894,105 $333.89 $299M −90,250 +$4M
SCHW - Schwab Charles 0.86% Reduce −0.3% 3,995,231 $71.87 $287M −12,229 +$34M
BRO - Brown & Brown 0.86% Reduce −20.9% 4,741,447 $60.48 $287M −1,256,179 −$63M
TDC - Teradata Del 0.85% Reduce −20.7% 9,083,064 $31.06 $282M −2,377,380 −$142M
CRM - Salesforce 0.83% Add +1.7% 1,923,746 $143.84 $277M +32,716 −$35M
UGI — 0.82% Reduce −1.0% 8,471,181 $32.33 $274M −82,568 −$56M
XRAY - Dentsply Sirona 0.80% Add +0.2% 9,432,673 $28.35 $267M +21,592 −$69M
AEM - Agnico Eagle Mines 0.78% Add +3.1% 6,193,434 $42.25 $262M +184,446 −$13M
FLS - Flowserve 0.78% Reduce −0.4% 10,729,606 $24.30 $261M −41,057 −$48M

Showing top 50 of 373 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Holding 0.01% Exit 0 $61.71 $4M −59,115 −$4M
GSK - GSK PLC 0.01% Exit 0 $43.53 $4M −83,763 −$4M
II-VI 0.01% Exit 0 $50.94 $4M −69,821 −$4M
Sierra Wireless 0.01% Exit 0 $23.40 $3M −145,281 −$3M
Hilltop 0.01% Exit 0 $26.66 $2M −93,759 −$2M
PATK - Patrick Inds 0.01% Exit 0 $51.84 $2M −46,762 −$2M
Holding 0.01% Exit 0 $8.03 $2M −294,635 −$2M
Steelcase · CL A 0.01% Exit 0 $10.73 $2M −211,790 −$2M
Adtran 0.01% Exit 0 $17.53 $2M −112,876 −$2M
ASO — Exit 0 $35.53 $2M −46,379 −$2M
IDCC - Interdigital Exit 0 $60.80 $1M −17,961 −$1M
OLN - OLIN Exit 0 $46.28 $1M −23,075 −$1M
VEU — Exit 0 $49.94 $1M −21,344 −$1M
CCRN - Cross Ctry Healthcare Exit 0 $20.83 $1M −48,592 −$1M
Northwest Pipe Exit 0 $29.93 $932K −31,143 −$932K
Traeger Exit 0 $4.25 $782K −184,039 −$782K
Lakeland Inds Exit 0 $15.36 $716K −46,618 −$716K
Marcus Del Exit 0 $14.76 $688K −46,611 −$688K
Ardmore Shipping Exit 0 $6.97 $654K −93,767 −$654K
Mesa Air Group Exit 0 $2.19 $564K −257,431 −$564K
MC - Moelis & · CL A Exit 0 $39.33 $529K −13,451 −$529K
Avaya Exit 0 $2.24 $484K −215,887 −$484K
Holding Exit 0 $15.95 $334K −20,947 −$334K
APOG - Apogee Enterprises Exit 0 $39.18 $299K −7,632 −$299K
Zovio Exit 0 $0.9719 $235K −241,787 −$235K
Timkensteel Exit 0 $18.68 $105K −5,620 −$105K
FUL - Fuller H B Exit 0 $60.73 $15K −247 −$15K
EVR - Evercore · CLASS A Exit 0 $94.74 $9K −95 −$9K

* 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 2022 Q2. 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