First Eagle Investment Management, LLC holds a diversified book of 421 stocks worth $59.0B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Automatic Data Processing and trimmed Wheaton Precious Metals Corp. Their largest long position is Alphabet Inc-CL C at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1325447/holdings"
Use Arkolith to show First Eagle Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $2.1B | 7.40M | 3.6% | ▲+0.5% Added · +36K sh | |
| 2 | Becton Dickinson & Co COM | $1.9B | 11.93M | 3.2% | ▲+2.4% Added · +282K sh | |
| 3 | Wheaton Precious Metals Corp COM | $1.9B | 14.16M | 3.1% | ▼−8.0% Reduced · −1.2M sh | |
| 4 | Imperial Oil Ltd COM NEW | $1.8B | 13.97M | 3.1% | ▼−25% Reduced · −4.6M sh | |
| 5 | Meta Platforms Inc CL A | $1.8B | 3.19M | 3.1% | ▲+1.4% Added · +43K sh | |
| 6 | Hca Healthcare Inc COM | $1.5B | 3.25M | 2.6% | ▼−11% Reduced · −392K sh | |
| 7 | SLB Limited COM STK | $1.5B | 28.38M | 2.5% | ▲+2.4% Added · +658K sh | |
| 8 | Fomento Economico Mexicano S SPON ADR UNITS | $1.4B | 12.90M | 2.4% | ▲+3.1% Added · +395K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3B | 3.90M | 2.2% | ▼−34% Reduced · −2.0M sh | |
| 10 | Franco Nev Corp COM | $1.3B | 5.27M | 2.2% | ▲+2.9% Added · +151K sh | |
| 11 | Newmont Corp COM | $1.3B | 12.02M | 2.2% | ▼−12% Reduced · −1.7M sh | |
| 12 | Willis Towers Watson PLC Ltd SHS | $1.3B | 4.34M | 2.1% | ▲+2.1% Added · +89K sh | |
| 13 | Oracle Corp COM | $1.2B | 8.44M | 2.1% | ▲+1.7% Added · +145K sh | |
| 14 | Elevance Health Inc Formerly COM | $1.2B | 4.13M | 2.1% | ▲+2.7% Added · +109K sh | |
| 15 | Bank New York Mellon Corp COM | $1.2B | 9.87M | 2.0% | ▲+1.3% Added · +122K sh | |
| 16 | Salesforce Inc COM | $1.1B | 6.13M | 1.9% | ▲+42% Added · +1.8M sh | |
| 17 | Weyerhaeuser Co COM NEW | $1.1B | 46.29M | 1.9% | ▲+23% Added · +8.7M sh | |
| 18 | Comcast Corp New CL A | $1.1B | 37.78M | 1.8% | ▲+4.4% Added · +1.6M sh | |
| 19 | Exxon Mobil Corp COM | $1.1B | 6.24M | 1.8% | ▼−20% Reduced · −1.5M sh | |
| 20 | SPDR Gold TR GOLD SHS | $1.1B | 2.46M | 1.8% | ▼−0.8% Reduced · −19K sh | |
| 21 | Oneok Inc New COM | $1.1B | 11.68M | 1.8% | ▲+2.8% Added · +314K sh | |
| 22 | Agnico Eagle Mines Ltd COM | $1.1B | 5.19M | 1.8% | ▲~0% Added · +647 sh | |
| 23 | Ambev Sa SPONSORED ADR | $1.0B | 346.98M | 1.7% | ▲+3.3% Added · +10.9M sh | |
| 24 | Workday Inc CL A | $988.5M | 7.61M | 1.7% | ▲+75% Added · +3.3M sh | |
| 25 | Philip Morris Intl Inc COM | $974.3M | 5.89M | 1.7% | ▲+1.4% Added · +84K sh | |
| 26 | C H Robinson Worldwide In COM NEW | $951.6M | 5.73M | 1.6% | ▼−37% Reduced · −3.3M sh | |
| 27 | Medtronic PLC SHS | $870.4M | 10.04M | 1.5% | ▲+2.8% Added · +269K sh | |
| 28 | Expeditors Intl Wash Inc COM | $851.5M | 5.95M | 1.4% | ▼−5.8% Reduced · −367K sh | |
| 29 | Barrick MNG Corp COM SHS | $839.1M | 20.57M | 1.4% | ▼−36% Reduced · −11.5M sh | |
| 30 | Universal HLTH Svcs Inc CL B | $791.8M | 4.42M | 1.3% | ▲+2.6% Added · +111K sh | |
| 31 | Charter Communications Inc CL A | $772.9M | 3.58M | 1.3% | ▲+21% Added · +611K sh | |
| 32 | Nutrien Ltd COM | $753.8M | 9.99M | 1.3% | ▼−25% Reduced · −3.3M sh | |
| 33 | Bio Rad Labs Inc CL A | $725.5M | 2.60M | 1.2% | ▲+1.3% Added · +32K sh | |
| 34 | Texas Instrs Inc COM | $713.3M | 3.67M | 1.2% | ▲+0.7% Added · +25K sh | |
| 35 | Colgate Palmolive Co COM | $691.8M | 8.12M | 1.2% | ▲+2.5% Added · +198K sh | |
| 36 | PPG Inds Inc COM | $687.8M | 6.44M | 1.2% | ▲+2.3% Added · +144K sh | |
| 37 | Nov Inc COM | $684.8M | 36.41M | 1.2% | ▼−3.2% Reduced · −1.2M sh | |
| 38 | International Flavors&fragra COM | $675.8M | 9.31M | 1.1% | ▲+5.5% Added · +483K sh | |
| 39 | Noble Corp PLC ORD SHS A | $665.5M | 13.56M | 1.1% | ▲+11% Added · +1.4M sh | |
| 40 | Automatic Data Processing In COM | $579.0M | 2.85M | 1.0% | ▲New New position | |
| 41 | Brown & Brown Inc COM | $575.4M | 8.82M | 1.0% | ▲New New position | |
| 42 | Equity Residential SH BEN INT | $560.1M | 9.47M | 0.9% | ▲+2.5% Added · +228K sh | |
| 43 | Omnicom Group Inc COM | $550.0M | 7.30M | 0.9% | ▲+15% Added · +951K sh | |
| 44 | Dollar Gen Corp COM | $529.0M | 4.46M | 0.9% | ▲+0.8% Added · +38K sh | |
| 45 | Ipg Photonics Corp COM | $526.4M | 4.59M | 0.9% | ▲+2.4% Added · +106K sh | |
| 46 | Disney Walt Co COM | $506.4M | 5.25M | 0.9% | ▲+53% Added · +1.8M sh | |
| 47 | Extra Space Storage Inc COM | $503.4M | 3.84M | 0.9% | ▲+50% Added · +1.3M sh | |
| 48 | American Express Co COM | $502.9M | 1.66M | 0.9% | ▲+1.4% Added · +23K sh | |
| 49 | Microsoft Corp COM | $490.5M | 1.33M | 0.8% | ▲+138% Added · +767K sh | |
| 50 | BXP Inc COM | $485.0M | 9.34M | 0.8% | ▲+174% Added · +5.9M sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHR IBX USD INVGD CB ETF-UILQD | $0 | 600K |
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $0 | 200K |
| PUT · bearish | ISHARES RUSSELL 2000 ETFIWM | $0 | 200K |
| CALL · bullish | SS SPDR S&P RETAIL ETFXRT | $0 | 300K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 602 | $59.0B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 597 | $56.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 546 | $54.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 527 | $50.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 552 | $47.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 559 | $44.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 524 | $48.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 527 | $44.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 532 | $44.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 533 | $42.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 524 | $38.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 502 | $39.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 509 | $37.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 513 | $36.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 396 | $33.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 390 | $35.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 381 | $40.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 361 | $39.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 311 | $39.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 295 | $40.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 98 | $37.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 96 | $35.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 101 | $33.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.