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 Q4 2023 Q3 · filed 8 Feb · long equity

META - Meta Platforms · CL A 4.73% Reduce −1.0% 5,609,142 $353.96 $2B −56,354 +$285M
ORCL - Oracle 4.65% Reduce −0.3% 18,518,460 $105.43 $2B −53,257 −$15M
CMCSA - Comcast · CL A 3.33% Reduce −0.2% 31,920,637 $43.85 $1.4B −65,110 −$19M
SLB - Schlumberger 3.33% Reduce −0.1% 26,870,596 $52.04 $1.4B −26,414 −$170M
WTW - Willis Towers Watson 3.20% Add +2.9% 5,568,252 $241.20 $1.3B +158,234 +$213M
XOM - Exxon Mobil 3.14% Reduce 0.0% 13,189,169 $99.98 $1.3B −3,412 −$233M
FMX - Fomento Economico 3.10% Reduce −8.1% 9,971,630 $130.35 $1.3B −883,680 +$115M
IMO - Imperial Oil 3.05% Add +1.4% 22,495,313 $56.97 $1.3B +316,009 −$84M
HCA - Hca Healthcare 2.90% Reduce −0.1% 4,501,815 $270.68 $1.2B −5,113 +$110M
WPM - Wheaton Precious Metals 2.48% Add +0.5% 21,110,441 $49.34 $1B +112,178 +$190M
NEM - Newmont 2.34% Add +29.9% 23,756,158 $41.39 $983M +5,475,155 +$308M
GOOG - Alphabet · CL C 2.25% Add +0.4% 6,711,269 $140.93 $946M +23,862 +$64M
TSM - Taiwan Semiconductor Mfg 2.25% Add +0.9% 9,065,086 $104.00 $943M +84,823 +$162M
ABEV - Ambev SA 2.09% Add +1.0% 312,980,037 $2.80 $876M +2,955,528 +$76M
CL - Colgate Palmolive 2.08% Reduce −0.3% 10,975,055 $79.71 $875M −37,849 +$92M
PM - Philip Morris Intl 2.02% Reduce −0.4% 9,016,430 $94.08 $848M −31,744 +$11M
BK - Bank New York Mellon 2.01% Reduce −0.2% 16,213,383 $52.05 $844M −27,793 +$151M
ELV - Elevance Health 2.00% Reduce −0.2% 1,778,487 $471.56 $839M −4,298 +$62M
CHRW - C H Robinson Worldwide 1.95% Add +0.6% 9,482,897 $86.39 $819M +59,016 +$8M
GOLD - Barrick Gold 1.93% Add +6.4% 44,681,411 $18.09 $808M +2,680,178 +$197M
MDT - Medtronic 1.85% Add +54.5% 9,409,680 $82.38 $775M +3,320,800 +$298M
ADI - Analog Devices 1.82% Add +9.3% 3,836,884 $198.56 $762M +327,542 +$147M
NOV - NOV Inc 1.77% Reduce −0.2% 36,658,180 $20.28 $743M −82,853 −$24M
TXN - Texas Instrs 1.74% Add +18.4% 4,273,319 $170.46 $728M +663,456 +$154M
UHS - Universal Hlth Svcs · CL B 1.68% Reduce −0.3% 4,630,429 $152.44 $706M −11,836 +$122M
GLD - Spdr Gold Tr 1.59% Add +1.0% 3,486,498 $191.17 $667M +35,363 +$67M
EQR - Equity Residential 1.36% Add +5.9% 9,325,268 $61.16 $570M +516,941 +$53M
NTR - Nutrien 1.28% Add +2.8% 9,520,903 $56.33 $536M +258,244 −$36M
CRM - Salesforce 1.21% Reduce −0.4% 1,934,410 $263.14 $509M −7,529 +$115M
BRK.A - Berkshire Hathaway · CL A 1.19% Reduce −0.8% 922 $542,625 $500M −7 +$7M
WY - Weyerhaeuser Mtn Be 1.18% Reduce −0.3% 14,277,358 $34.77 $496M −35,989 +$58M
AXP - American Express 1.16% Reduce −0.1% 2,601,210 $187.34 $487M −2,749 +$99M
CMI - Cummins 1.14% Reduce −0.2% 1,995,739 $239.57 $478M −4,184 +$21M
BDX - Becton Dickinson & 1.14% Add +11.6% 1,953,878 $243.83 $476M +202,428 +$24M
GOOGL - Alphabet · CL A 1.13% Reduce −1.2% 3,395,741 $139.69 $474M −40,115 +$25M
IPGP - Ipg Photonics 1.10% Reduce −0.1% 4,257,637 $108.54 $462M −3,157 +$29M
RGLD - Royal Gold 1.06% Add +1.0% 3,667,169 $120.96 $444M +37,885 +$58M
FLS - Flowserve 1.05% Reduce −0.2% 10,719,655 $41.22 $442M −26,740 +$14M
USB - US Bancorp Del 0.92% Reduce −0.4% 8,897,865 $43.28 $385M −36,984 +$90M
DIS - Disney Walt 0.86% Reduce −0.3% 4,013,490 $90.29 $362M −10,823 +$36M
FNV - Franco Nev 0.83% Add +39.5% 3,150,097 $110.77 $349M +891,164 +$47M
XRAY - Dentsply Sirona 0.83% Add +1.2% 9,786,845 $35.59 $348M +120,508 +$18M
EXPD - Expeditors Intl Wash 0.81% Add +1.0% 2,686,745 $127.20 $342M +25,580 +$37M
AEM - Agnico Eagle Mines 0.81% Reduce −0.2% 6,218,882 $54.83 $341M −13,828 +$58M
FNF - Fidelity National Financial 0.74% Add +2.9% 6,113,602 $51.02 $312M +171,521 +$67M
WMT - Walmart 0.73% Reduce −1.5% 1,932,326 $157.65 $305M −29,283 −$9M
BRO - Brown & Brown 0.70% Reduce −0.9% 4,108,276 $71.11 $292M −37,942 +$3M
EXR - Extra Space Storage 0.63% Add +24.4% 1,646,067 $160.33 $264M +322,333 +$103M
BXP - Boston Properties 0.62% Reduce −0.5% 3,727,740 $70.17 $262M −17,262 +$39M
ROST - Ross Stores 0.60% Reduce −50.5% 1,815,553 $138.39 $251M −1,853,013 −$163M

Showing top 50 of 395 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Circor Intl 0.02% Exit 0 $55.75 $8M −142,063 −$8M
Ingevity 0.02% Exit 0 $47.61 $7M −156,756 −$7M
Earthstone Energy · CL A 0.02% Exit 0 $20.24 $7M −348,587 −$7M
Nextgen Healthcare 0.02% Exit 0 $23.73 $6M −268,923 −$6M
Heritage Crystal Clean 0.01% Exit 0 $45.35 $5M −116,654 −$5M
CALY - Topgolf Callaway Brands 0.01% Exit 0 $13.84 $5M −327,544 −$5M
Orthofix Med 0.01% Exit 0 $12.86 $4M −278,154 −$4M
Holding 0.01% Exit 0 $25.02 $3M −120,348 −$3M
Enhabit 0.01% Exit 0 $11.25 $3M −261,606 −$3M
AHQ — 0.01% Exit 0 $75.61 $2M −32,787 −$2M
Everspin Technologies 0.01% Exit 0 $9.83 $2M −236,073 −$2M
CTRN - Citi Trends 0.01% Exit 0 $22.22 $2M −101,462 −$2M
PTEN - Patterson-Uti Energy 0.01% Exit 0 $13.84 $2M −154,017 −$2M
Sight Sciences 0.01% Exit 0 $3.37 $2M −587,297 −$2M
Pctel Exit 0 $4.16 $2M −422,355 −$2M
MGNI - Magnite Exit 0 $7.54 $2M −225,379 −$2M
Squarespace · CLASS A Exit 0 $28.97 $2M −56,985 −$2M
UNP - Union Pac Exit 0 $203.69 $1M −6,500 −$1M
ACLS - Axcelis Technologies Exit 0 $163.09 $1M −7,278 −$1M
Tactile Sys Technology Exit 0 $14.05 $1M −81,189 −$1M
Regis Minn Exit 0 $0.7026 $960K −1,366,284 −$960K
Synchronoss Technologies Exit 0 $0.9603 $922K −960,100 −$922K
NPKI - Newpark Res Exit 0 $6.91 $883K −127,833 −$883K
Orion Energy Sys Exit 0 $1.26 $444K −352,288 −$444K
Skechers U S A · CL A Exit 0 $49.17 $112K −2,278 −$112K
EOG - Eog Res Exit 0 $125.81 $58K −461 −$58K
Ivanhoe Electric Exit 0 $11.89 $28K −2,354 −$28K

* 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 Q3. 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