Arkolith/Funds/First Eagle Investment Management, LLC

First Eagle Investment Management, LLC

CIK 1325447Asset manager
Holdings as of Aug 24, 2026·disclosed Aug 24, 2026·~0-day 13F lag·13F-HR/AAmended
Active Filer

First Eagle Investment Management, LLC holds a diversified book of 425 stocks worth $60.8B as of Q3 2026 (disclosed Aug 24, 2026, a ~0-day 13F lag). This quarter they opened Exxon Mobil Corp. Their largest long position is Alphabet Inc-CL C at 4% of the equity book.

Opened
76
bought for the first time
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
29%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
21%
Materials
16%
Health Care
14%
Financials
13%
Industrials
8%
Consumer Staples
8%
Energy
6%
Real Estate
5%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • EXXON MOBIL CORP
    New$828.1M
Trimmed / exited

No trims or exits this quarter.

Funds with the most overlap

Other tracked managers holding the same core names as First Eagle Investment Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$864.5B
FMR LLC80 / 80$378.1B
JPMORGAN CHASE & CO80 / 80$210.3B
MORGAN STANLEY80 / 80$205.4B
BANK OF AMERICA CORP /DE/80 / 80$126.1B
GOLDMAN SACHS GROUP INC80 / 80$97.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$79.4B
ROYAL BANK OF CANADA80 / 80$69.1B

Ranked by how many of First Eagle Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

425 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL C
$2.6B7.32M
4.3%
Held
2Becton Dickinson & Co
COM
$2.1B13.82M
3.4%
Held
3Meta Platforms Inc
CL A
$1.8B3.22M
3.0%
Held
4Taiwan Semiconductor Manufac
SPONSORED ADS
$1.8B3.75M
2.9%
Held
5Fomento Economico Mexicano S
SPON ADR UNITS
$1.7B13.01M
2.7%
Held
6Elevance Health Inc Formerly
COM
$1.6B4.19M
2.7%
Held
7Wheaton Precious Metals Corp
COM
$1.6B14.22M
2.6%
Held
8Imperial Oil Ltd
COM NEW
$1.5B13.59M
2.5%
Held
9SLB Limited
COM STK
$1.3B28.91M
2.2%
Held
10Bank Of NY Mellon Corp
COM
$1.3B9.27M
2.2%
Held
11Hca Healthcare Inc
COM
$1.3B3.30M
2.1%
Held
12Oracle Corp
COM
$1.2B8.52M
2.1%
Held
13Weyerhaeuser Co
COM NEW
$1.2B51.18M
2.0%
Held
14Willis Towers Watson PLC Ltd
SHS
$1.2B4.48M
1.9%
Held
15Automatic Data Processing In
COM
$1.2B5.17M
1.9%
Held
16Salesforce Inc
COM
$1.1B7.31M
1.9%
Held
17Franco Nev Corp
COM
$1.1B5.27M
1.8%
Held
18Ambev Sa
SPONSORED ADR
$1.1B349.32M
1.8%
Held
19Newmont Corp
COM
$1.1B11.57M
1.8%
Held
20Workday Inc
CL A
$1.1B8.82M
1.8%
Held
21Medtronic PLC
SHS
$1.1B13.78M
1.8%
Held
22Philip Morris Intl Inc
COM
$1.1B5.93M
1.8%
Held
23Oneok Inc New
COM
$1.0B11.83M
1.7%
Held
24Comcast Corp New
CL A
$937.1M38.17M
1.5%
Held
25SPDR Gold TR
GOLD SHS
$917.9M2.49M
1.5%
Held
26Booking Holdings Inc
COM
$876.3M4.92M
1.4%
Held
27Exxon Mobil Corp
COM
$828.1M6.06M
1.4%
New
New position
28Agnico Eagle Mines Ltd
COM
$806.0M5.19M
1.3%
Held
29PPG Inds Inc
COM
$789.6M6.51M
1.3%
Held
30Bio Rad Labs Inc
CL A
$765.2M2.61M
1.3%
Held
31Brown & Brown Inc
COM
$752.3M11.73M
1.2%
Held
32Colgate Palmolive Co
COM
$752.3M8.21M
1.2%
Held
33International Flavors&fragra
COM
$745.4M9.41M
1.2%
Held
34Barrick MNG Corp
COM SHS
$731.6M19.92M
1.2%
Held
35Microsoft Corp
COM
$723.7M1.94M
1.2%
Held
36C H Robinson Worldwide In
COM NEW
$686.0M3.64M
1.1%
Held
37Universal HLTH Svcs Inc
CL B
$677.2M4.55M
1.1%
Held
38Equity Residential
SH BEN INT
$647.3M9.53M
1.1%
Held
39BXP Inc
COM
$627.8M9.47M
1.0%
Held
40Nutrien Ltd
COM
$627.7M9.97M
1.0%
Held
41Nov Inc
COM
$569.2M30.68M
0.9%
Held
42American Express Co
COM
$568.3M1.68M
0.9%
Held
43Extra Space Storage Inc
COM
$563.3M3.88M
0.9%
Held
44US Bancorp
COM NEW
$551.0M9.12M
0.9%
Held
45Omnicom Group Inc
COM
$534.8M7.34M
0.9%
Held
46Fiserv Inc
COM
$532.6M10.86M
0.9%
Held
47Noble Corp PLC
ORD SHS A
$520.6M13.96M
0.9%
Held
48Dollar Gen Corp
COM
$518.0M4.50M
0.9%
Held
49Disney Walt Co
COM
$517.4M5.38M
0.9%
Held
50Charter Communications Inc
CL A
$510.2M3.59M
0.8%
Held
Showing 50 of 425 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q3 2026Aug 24, 2026Aug 24, 2026616$60.8B13F-HR/A
Q2 2026Jun 30, 2026Aug 5, 2026614$59.9B13F-HR
Q1 2026Mar 31, 2026May 14, 2026602$59.0B13F-HR/A
Q4 2025Dec 31, 2025Feb 4, 2026597$56.8B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025546$54.9B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025527$50.9B13F-HR
Q1 2025Mar 31, 2025May 12, 2025552$47.9B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025559$44.8B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024524$48.6B13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024527$44.7B13F-HR
Q1 2024Mar 31, 2024May 9, 2024532$44.0B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024533$42.0B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023524$38.7B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023502$39.1B13F-HR
Q1 2023Mar 31, 2023May 11, 2023509$37.8B13F-HR
Q4 2022Dec 31, 2022Feb 9, 2023513$36.3B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022396$33.3B13F-HR
Q2 2022Jun 30, 2022Aug 10, 2022390$35.4B13F-HR
Q1 2022Mar 31, 2022May 11, 2022381$40.8B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022361$39.9B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021311$39.0B13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021295$40.0B13F-HR
Q1 2021Mar 31, 2021May 13, 202198$37.6B13F-HR
Amended / restated
  • Q1 2026 · filed May 12, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.