What stocks does First Eagle Investment Management own?

As of Q2 2026, First Eagle Investment Management reported 425 positions with a combined 13F value of $60.8B. Its largest stock positions are GOOG ($2.6B), BDX ($2.1B) and META ($1.8B).

How often does First Eagle Investment Management update its portfolio?

First Eagle Investment Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 5, 2026. The next one is due by Nov 16, 2026.

What does First Eagle Investment Management's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does First Eagle Investment Management's portfolio data come from?

From the 13F filings First Eagle Investment Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

First Eagle Investment Management, LLC

Return history

Last 4 years · filing-date model

$100,000 to $223,576

$100,000 in SPY: $229,154.

Total return

+124%

Annualized (4Y CAGR)

+22.3%

vs SPY

−0.8 pts/yr

Moves a year

1673

Avg hold

18.7 months

19 filings · quarters -4.1% to +12.4%

All time

+404% since Aug 12, 2013

Fund size $61B today

Oct 14, 2022 to Oct 13, 2026 · min. 57% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New BKNG and exited VSNT in Q2 2026.

$60.8B in this filing425 positions

Holdings as of Jun 30, 2026. Filed Aug 5, 2026.

Share change vs Mar 31

1GOOGAlphabet Inc4.26%
$2.6B - 7.3M shares-1.2%
2BDXBecton Dickinson & Co3.44%
$2.1B - 13.8M shares+15.8%
3METAMeta Platforms Inc2.98%
$1.8B - 3.2M shares+0.8%
4TSMTaiwan Semiconductor Manuf2.94%
$1.8B - 3.7M shares-4.0%
5FMXFomento Economico Mexicano2.74%
$1.7B - 13.0M shares+0.8%
6ELVElevance Health Inc Former2.67%
$1.6B - 4.2M shares+1.4%
7WPMWheaton Precious Metals Co2.63%
$1.6B - 14.2M shares+0.4%
8IMOImperial Oil LTD2.51%
$1.5B - 13.6M shares-2.7%

#	Stock				At Jun 30	Now
1	GOOGAlphabet Inc	4.26%	$2.6B	-1.2%	$353.33	$344.91 -2.4%
2	BDXBecton Dickinson & Co	3.44%	$2.1B	+15.8%	$151.33	$193.76 +28.0%
3	METAMeta Platforms Inc	2.98%	$1.8B	+0.8%	$563.29	$736.72 +30.8%
4	TSMTaiwan Semiconductor Manuf	2.94%	$1.8B	-4.0%	$477.57	$422.25 -11.6%
5	FMXFomento Economico Mexicano	2.74%	$1.7B	+0.8%	$127.90	$120.68 -5.6%
6	ELVElevance Health Inc Former	2.67%	$1.6B	+1.4%	$386.73	$428.43 +10.8%
7	WPMWheaton Precious Metals Co	2.63%	$1.6B	+0.4%	$112.32	$133.16 +18.6%
8	IMOImperial Oil LTD	2.51%	$1.5B	-2.7%	$112.17	$129.58 +15.5%

417 more on a paid plan

Unlock the full portfolio and quarterly changes.

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What is missing

Top 10 concentration: 29%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (11)

Common questions

What stocks does First Eagle Investment Management own?: As of Q2 2026, First Eagle Investment Management reported 425 positions with a combined 13F value of $60.8B. Its largest stock positions are GOOG ($2.6B), BDX ($2.1B) and META ($1.8B).
How often does First Eagle Investment Management update its portfolio?: First Eagle Investment Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 5, 2026. The next one is due by Nov 16, 2026.
What does First Eagle Investment Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does First Eagle Investment Management's portfolio data come from?: From the 13F filings First Eagle Investment Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.