First Eagle Investment Management, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings425 positions
Alphabet Inc CL C | 7.3M | $2.6B | 4.3% | $82.24 | +317.87% | 31 qtrssince 2018-Q4 | Decreased 0 |
BECTON DICKINSON & CO | 13.8M | $2.1B | 3.4% | $154.78 | +22.04% | 23 qtrssince 2020-Q4 | Increased 68 |
Meta Platforms Inc | 3.2M | $1.8B | 3.0% | $180.44 | +308.75% | 31 qtrssince 2018-Q4 | Increased 55 |
Taiwan Semiconductor Mfg ADR | 3.7M | $1.8B | 2.9% | $63.48 | +577.39% | 31 qtrssince 2018-Q4 | Decreased 0 |
Fomento Economico Mexicano-Sp | 13M | $1.7B | 2.7% | $62.33 | +93.61% | 26 qtrssince 2020-Q1 | Increased 55 |
Elevance Health Inc | 4.2M | $1.6B | 2.7% | $317.21 | +34.95% | 31 qtrssince 2018-Q4 | Increased 55 |
Wheaton Precious Metals Corp | 14.2M | $1.6B | 2.6% | $22.99 | +463.66% | 31 qtrssince 2018-Q4 | Increased 55 |
IMPERIAL OIL LTD | 13.6M | $1.5B | 2.5% | $20.85 | +521.59% | 31 qtrssince 2018-Q4 | Decreased 0 |
SLB Ltd | 28.9M | $1.3B | 2.2% | $29.51 | +64.38% | 31 qtrssince 2018-Q4 | Increased 56 |
BANK OF NY MELLON CORP | 9.3M | $1.3B | 2.2% | $39.04 | +252.56% | 31 qtrssince 2018-Q4 | Decreased 0 |
HCA HEALTHCARE INC | 3.3M | $1.3B | 2.1% | $151.10 | +211.35% | 31 qtrssince 2018-Q4 | Increased 55 |
Oracle Corp | 8.5M | $1.2B | 2.1% | $43.29 | +201.54% | 31 qtrssince 2018-Q4 | Increased 55 |
WEYERHAEUSER CO | 51.2M | $1.2B | 2.0% | $21.56 | -12.33% | 31 qtrssince 2018-Q4 | Increased 61 |
WILLIS TOWERS WATSON PLC LTD | 4.5M | $1.2B | 1.9% | $191.89 | +54.83% | 31 qtrssince 2018-Q4 | Increased 52 |
Automatic Data Processing Inc | 5.2M | $1.2B | 1.9% | $210.32 | +33.28% | 2 qtrssince 2026-Q1 | Increased 77 |
Salesforce Inc | 7.3M | $1.1B | 1.9% | $208.43 | +13.20% | 25 qtrssince 2020-Q2 | Increased 59 |
FRANCO NEV CORP | 5.3M | $1.1B | 1.8% | $138.97 | +69.13% | 31 qtrssince 2018-Q4 | Decreased 0 |
AMBEV SA | 349.3M | $1.1B | 1.8% | $2.10 | +55.12% | 26 qtrssince 2020-Q1 | Increased 50 |
Newmont Corp | 11.6M | $1.1B | 1.8% | $34.09 | +227.29% | 31 qtrssince 2018-Q4 | Decreased 0 |
Workday Inc | 8.8M | $1.1B | 1.8% | $184.79 | +2.15% | 4 qtrssince 2025-Q3 | Increased 58 |
First Eagle Investment Management, LLC manages $60.8B across 425 positions as of Q2 2026. Top holdings: GOOG (4.3%), BDX (3.4%), META (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 41 new positions, 37 exits, 258 increased. Top move: ADP (INCREASED, conviction 77). Portfolio: $60.8B across 425 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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