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

2023 Q3 2023 Q2 · filed 8 Nov · long equity

ORCL - Oracle 5.09% Reduce −0.9% 18,571,717 $105.92 $2B −163,852 −$264M
META - Meta Platforms · CL A 4.40% Reduce −1.1% 5,665,496 $300.21 $1.7B −64,092 +$57M
SLB - Schlumberger 4.06% Reduce −1.4% 26,897,010 $58.30 $1.6B −394,708 +$228M
XOM - Exxon Mobil 4.01% Reduce −1.0% 13,192,581 $117.58 $1.6B −137,880 +$121M
CMCSA - Comcast · CL A 3.67% Reduce −1.4% 31,985,747 $44.34 $1.4B −466,590 +$70M
IMO - Imperial Oil 3.53% Reduce −7.8% 22,179,304 $61.59 $1.4B −1,864,635 +$136M
FMX - Fomento Economico 3.07% Reduce −1.0% 10,855,310 $109.15 $1.2B −108,301 −$30M
WTW - Willis Towers Watson 2.92% Add +9.0% 5,410,018 $208.96 $1.1B +445,775 −$39M
HCA - Hca Healthcare 2.87% Reduce −1.1% 4,506,928 $245.98 $1.1B −49,437 −$274M
GOOG - Alphabet · CL C 2.28% Reduce −1.0% 6,687,407 $131.85 $882M −70,295 +$64M
WPM - Wheaton Precious Metals 2.20% Add +3.2% 20,998,263 $40.55 $851M +644,746 −$28M
PM - Philip Morris Intl 2.17% Reduce −0.5% 9,048,174 $92.58 $838M −48,699 −$50M
CHRW - C H Robinson Worldwide 2.10% Reduce −1.8% 9,423,881 $86.13 $812M −174,760 −$94M
ABEV - Ambev SA 2.07% Reduce −0.5% 310,024,509 $2.58 $800M −1,617,070 −$191M
CL - Colgate Palmolive 2.03% Reduce −0.7% 11,012,904 $71.11 $783M −79,600 −$71M
TSM - Taiwan Semiconductor Mfg 2.02% Reduce −0.9% 8,980,263 $86.90 $780M −78,187 −$134M
ELV - Elevance Health 2.01% Reduce −1.2% 1,782,785 $435.42 $776M −22,364 −$26M
NOV - NOV Inc 1.99% Reduce −0.7% 36,741,033 $20.90 $768M −266,603 +$174M
BK - Bank New York Mellon 1.79% Reduce −1.2% 16,241,176 $42.65 $693M −194,614 −$39M
NEM - Newmont 1.75% Reduce −0.9% 18,281,003 $36.95 $675M −171,277 −$112M
ADI - Analog Devices 1.59% Reduce −1.8% 3,509,342 $175.09 $614M −65,511 −$82M
GOLD - Barrick Gold 1.58% Reduce −0.6% 42,001,233 $14.55 $611M −239,244 −$104M
GLD - Spdr Gold Tr 1.55% Add +4.2% 3,451,135 $173.80 $600M +137,604 +$15M
UHS - Universal Hlth Svcs · CL B 1.51% Reduce −0.9% 4,642,265 $125.73 $584M −43,910 −$156M
TXN - Texas Instrs 1.49% Reduce −1.0% 3,609,863 $159.01 $574M −37,856 −$83M
NTR - Nutrien 1.48% Add +0.5% 9,262,659 $61.76 $572M +48,230 +$28M
EQR - Equity Residential 1.34% Reduce −0.9% 8,808,327 $58.71 $517M −80,540 −$69M
BRK.A - Berkshire Hathaway · CL A 1.28% Reduce −3.4% 929 $531,477 $494M −33 −$4M
MSFT - Microsoft 1.26% Reduce −1.9% 1,543,608 $315.75 $487M −30,104 −$49M
MDT - Medtronic 1.23% Add +10.8% 6,088,880 $78.36 $477M +592,849 −$7M
CMI - Cummins 1.18% Reduce −2.3% 1,999,923 $228.46 $457M −47,871 −$45M
BDX - Becton Dickinson & 1.17% Reduce −0.9% 1,751,450 $258.53 $453M −15,472 −$14M
GOOGL - Alphabet · CL A 1.16% Reduce −1.0% 3,435,856 $130.86 $450M −33,526 +$34M
WY - Weyerhaeuser Mtn Be 1.14% Reduce −0.8% 14,313,347 $30.66 $439M −114,165 −$45M
IPGP - Ipg Photonics 1.12% Reduce −0.9% 4,260,794 $101.54 $433M −36,594 −$151M
FLS - Flowserve 1.11% Reduce −1.7% 10,746,395 $39.77 $427M −189,909 +$21M
ROST - Ross Stores 1.07% Reduce −1.4% 3,668,566 $112.95 $414M −51,558 −$3M
CRM - Salesforce 1.02% Reduce −2.1% 1,941,939 $202.78 $394M −42,492 −$25M
AXP - American Express 1.01% Reduce −1.6% 2,603,959 $149.19 $388M −43,186 −$73M
RGLD - Royal Gold 1.00% Reduce −1.3% 3,629,284 $106.33 $386M −46,157 −$36M
XRAY - Dentsply Sirona 0.85% Reduce −0.7% 9,666,337 $34.16 $330M −69,578 −$59M
DIS - Disney Walt 0.84% New 4,024,313 $81.05 $326M +4,024,313 +$326M
WMT - Walmart 0.81% Reduce −2.5% 1,961,609 $159.93 $314M −50,646 −$3M
EXPD - Expeditors Intl Wash 0.79% Reduce −2.4% 2,661,165 $114.63 $305M −64,401 −$25M
FNV - Franco Nev 0.78% Add +3.3% 2,258,933 $133.50 $302M +71,226 −$10M
USB - US Bancorp Del 0.76% Reduce −1.8% 8,934,849 $33.06 $295M −160,908 −$5M
BRO - Brown & Brown 0.75% Reduce −1.1% 4,146,218 $69.84 $290M −44,017 +$1M
AEM - Agnico Eagle Mines 0.73% Reduce −0.7% 6,232,710 $45.44 $283M −42,823 −$30M
FNF - Fidelity National Financial 0.63% Add +34.8% 5,942,081 $41.30 $245M +1,535,401 +$87M
BXP - Boston Properties 0.58% Add +0.2% 3,745,002 $59.48 $223M +9,038 +$8M

Showing top 50 of 387 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
AU - Anglogold Ashanti 0.10% Exit 0 $21.09 $37M −1,776,390 −$37M
Magellan Midstream Prtnrs 0.08% Exit 0 $62.32 $32M −509,796 −$32M
WRB - Berkley W R 0.05% Exit 0 $59.56 $20M −334,323 −$20M
Assertio 0.01% Exit 0 $5.42 $6M −1,037,604 −$6M
Six Flags Entmt 0.01% Exit 0 $25.98 $5M −190,391 −$5M
APPS - Digital Turbine 0.01% Exit 0 $9.28 $4M −392,991 −$4M
Nextier Oilfield Solutions 0.01% Exit 0 $8.94 $3M −305,610 −$3M
Univar Solutions 0.01% Exit 0 $35.84 $3M −71,957 −$3M
Cambium Networks 0.01% Exit 0 $15.22 $3M −167,222 −$3M
CRMT - Americas Car-Mart 0.01% Exit 0 $99.80 $2M −22,927 −$2M
Sportsmans Whse Exit 0 $5.70 $2M −341,210 −$2M
BLBD - Blue Bird Exit 0 $22.48 $2M −77,860 −$2M
Noodles & · CL A Exit 0 $3.38 $2M −452,191 −$2M
Superior Inds Intl Exit 0 $3.60 $1M −410,947 −$1M
CLDT - Chatham Lodging Tr Exit 0 $9.36 $1M −151,970 −$1M
PK - Park Hotels & Resorts Exit 0 $12.82 $1M −87,128 −$1M
Health Catalyst Exit 0 $12.51 $1M −82,123 −$1M
HA7 - Enviri Exit 0 $9.87 $859K −87,046 −$859K
Calamp Exit 0 $1.06 $643K −607,022 −$643K
CIEN - Ciena Exit 0 $42.51 $532K −12,515 −$532K
IWM - Ishares Tr Exit 0 $186.40 $466K −2,500 −$466K
MAA - Mid-Amer Apt Cmntys Exit 0 $151.33 $125K −826 −$125K
PSX - Phillips 66 Exit 0 $95.41 $81K −849 −$81K

* 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 2023 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