First Eagle Investment Management, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings425 positions
ALPHABET INC | 14.6M | $5.2B | 4.3% | $216.03 | +59.63% | 31 qtrssince 2018-Q4 | Increased 94 |
BECTON DICKINSON & CO | 27.6M | $4.2B | 3.5% | $152.61 | +19.75% | 23 qtrssince 2020-Q4 | Increased 94 |
META PLATFORMS INC | 6.4M | $3.6B | 3.0% | $371.64 | +93.97% | 31 qtrssince 2018-Q4 | Increased 94 |
TAIWAN SEMICONDUCTOR MANUFAC | 7.5M | $3.6B | 3.0% | $261.26 | +75.30% | 31 qtrssince 2018-Q4 | Increased 87 |
FOMENTO ECONOMICO MEXICANO S | 26M | $3.3B | 2.8% | $63.26 | +87.68% | 26 qtrssince 2020-Q1 | Increased 88 |
ELEVANCE HEALTH INC FORMERLY | 8.4M | $3.2B | 2.7% | $351.13 | +14.18% | 31 qtrssince 2018-Q4 | Increased 88 |
WHEATON PRECIOUS METALS CORP | 28.4M | $3.2B | 2.6% | $22.99 | +487.06% | 31 qtrssince 2018-Q4 | Increased 88 |
IMPERIAL OIL LTD | 27.2M | $3B | 2.5% | $20.85 | +489.02% | 31 qtrssince 2018-Q4 | Increased 87 |
SLB LIMITED | 57.8M | $2.7B | 2.2% | $37.88 | +29.30% | 31 qtrssince 2018-Q4 | Increased 88 |
BANK OF NY MELLON CORP | 18.5M | $2.7B | 2.2% | $88.13 | +62.95% | 31 qtrssince 2018-Q4 | Increased 86 |
HCA HEALTHCARE INC | 6.6M | $2.6B | 2.1% | $270.14 | +64.74% | 31 qtrssince 2018-Q4 | Increased 88 |
ORACLE CORP | 17M | $2.5B | 2.1% | $94.75 | +43.21% | 31 qtrssince 2018-Q4 | Increased 88 |
WEYERHAEUSER CO | 102.4M | $2.5B | 2.0% | $22.64 | -15.33% | 31 qtrssince 2018-Q4 | Increased 88 |
WILLIS TOWERS WATSON PLC LTD | 9M | $2.3B | 1.9% | $226.19 | +31.68% | 31 qtrssince 2018-Q4 | Increased 81 |
AUTOMATIC DATA PROCESSING IN | 10.3M | $2.3B | 1.9% | $216.42 | +25.09% | 2 qtrssince 2026-Q1 | Increased 81 |
SALESFORCE INC | 14.6M | $2.3B | 1.9% | $208.43 | +9.29% | 25 qtrssince 2020-Q2 | Increased 81 |
FRANCO NEV CORP | 10.5M | $2.2B | 1.8% | $138.97 | +73.05% | 31 qtrssince 2018-Q4 | Increased 81 |
AMBEV SA | 698.6M | $2.2B | 1.8% | $2.62 | +21.87% | 26 qtrssince 2020-Q1 | Increased 81 |
NEWMONT CORP | 23.1M | $2.2B | 1.8% | $62.49 | +84.91% | 31 qtrssince 2018-Q4 | Increased 80 |
WORKDAY INC | 17.6M | $2.2B | 1.8% | $184.79 | +1.63% | 4 qtrssince 2025-Q3 | Increased 81 |
First Eagle Investment Management, LLC manages $120.7B across 425 positions as of Q2 2026. Top holdings: GOOG (4.3%), BDX (3.5%), META (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 41 new positions, 37 exits, 371 increased. Top move: GOOG (INCREASED, conviction 94). Portfolio: $120.7B across 425 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR