L3VLUP
ProSign in
← First Eagle Investment Management LLC, its record

First Eagle Investment Management LLC and Capital Research Global Investors: where the books meet

At Q2 2026, 13% of the two 13F books was the same, across 77 stocks both listed, against 15% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%8%16%Q2 2013: 15%, 100 in bothQ3 2013: 13%, 97 in bothQ4 2013: 12%, 94 in bothQ1 2014: 10%, 91 in both14Q2 2014: 11%, 80 in bothQ3 2014: 11%, 79 in bothQ4 2014: 12%, 84 in bothQ1 2015: 11%, 87 in both15Q2 2015: 13%, 85 in bothQ3 2015: 14%, 88 in bothQ4 2015: 16%, 86 in bothQ1 2016: 15%, 84 in both16Q2 2016: 13%, 87 in bothQ3 2016: 14%, 87 in bothQ4 2016: 13%, 86 in bothQ1 2017: 13%, 90 in both17Q2 2017: 14%, 96 in bothQ3 2017: 14%, 102 in bothQ4 2017: 11%, 94 in bothQ1 2018: 10%, 39 in both18Q2 2018: 12%, 43 in bothQ3 2018: 11%, 40 in bothQ4 2018: 10%, 37 in bothQ1 2019: 11%, 37 in both19Q2 2019: 11%, 31 in bothQ3 2019: 11%, 30 in bothQ4 2019: 10%, 28 in bothQ1 2020: 11%, 29 in both20Q2 2020: 11%, 28 in bothQ3 2020: 12%, 37 in bothQ4 2020: 12%, 35 in bothQ1 2021: 13%, 37 in both21Q2 2021: 13%, 38 in bothQ3 2021: 13%, 39 in bothQ4 2021: 12%, 46 in bothQ1 2022: 11%, 44 in both22Q2 2022: 12%, 46 in bothQ3 2022: 10%, 54 in bothQ4 2022: 10%, 55 in bothQ1 2023: 11%, 57 in both23Q2 2023: 11%, 56 in bothQ3 2023: 12%, 58 in bothQ4 2023: 11%, 53 in bothQ1 2024: 12%, 52 in both24Q2 2024: 15%, 56 in bothQ3 2024: 15%, 61 in bothQ4 2024: 15%, 63 in bothQ1 2025: 14%, 61 in both25Q2 2025: 14%, 59 in bothQ3 2025: 13%, 62 in bothQ4 2025: 12%, 70 in bothQ1 2026: 13%, 80 in both26Q2 2026: 13%, 77 in both
  • Q2 2013: 15%, 100 in both
  • Q3 2013: 13%, 97 in both
  • Q4 2013: 12%, 94 in both
  • Q1 2014: 10%, 91 in both
  • Q2 2014: 11%, 80 in both
  • Q3 2014: 11%, 79 in both
  • Q4 2014: 12%, 84 in both
  • Q1 2015: 11%, 87 in both
  • Q2 2015: 13%, 85 in both
  • Q3 2015: 14%, 88 in both
  • Q4 2015: 16%, 86 in both
  • Q1 2016: 15%, 84 in both
  • Q2 2016: 13%, 87 in both
  • Q3 2016: 14%, 87 in both
  • Q4 2016: 13%, 86 in both
  • Q1 2017: 13%, 90 in both
  • Q2 2017: 14%, 96 in both
  • Q3 2017: 14%, 102 in both
  • Q4 2017: 11%, 94 in both
  • Q1 2018: 10%, 39 in both
  • Q2 2018: 12%, 43 in both
  • Q3 2018: 11%, 40 in both
  • Q4 2018: 10%, 37 in both
  • Q1 2019: 11%, 37 in both
  • Q2 2019: 11%, 31 in both
  • Q3 2019: 11%, 30 in both
  • Q4 2019: 10%, 28 in both
  • Q1 2020: 11%, 29 in both
  • Q2 2020: 11%, 28 in both
  • Q3 2020: 12%, 37 in both
  • Q4 2020: 12%, 35 in both
  • Q1 2021: 13%, 37 in both
  • Q2 2021: 13%, 38 in both
  • Q3 2021: 13%, 39 in both
  • Q4 2021: 12%, 46 in both
  • Q1 2022: 11%, 44 in both
  • Q2 2022: 12%, 46 in both
  • Q3 2022: 10%, 54 in both
  • Q4 2022: 10%, 55 in both
  • Q1 2023: 11%, 57 in both
  • Q2 2023: 11%, 56 in both
  • Q3 2023: 12%, 58 in both
  • Q4 2023: 11%, 53 in both
  • Q1 2024: 12%, 52 in both
  • Q2 2024: 15%, 56 in both
  • Q3 2024: 15%, 61 in both
  • Q4 2024: 15%, 63 in both
  • Q1 2025: 14%, 61 in both
  • Q2 2025: 14%, 59 in both
  • Q3 2025: 13%, 62 in both
  • Q4 2025: 12%, 70 in both
  • Q1 2026: 13%, 80 in both
  • Q2 2026: 13%, 77 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockFirst Eagle Investment Management LLCCapital Research Global Investors
Facebook Inc(META)3.0%Added3.1%Added
Alphabet Inc(GOOG)4.3%Trimmed2.1%Added
Philip Morris Intl Inc(PM)1.8%Added2.1%Added
Microsoft Corp(MSFT)1.2%Added4.9%Trimmed
Oracle Corp(ORCL)2.1%Added0.8%Added
Taiwan Semiconductor MFG LTD(TSM)2.9%Trimmed0.7%Added
Exxon Mobil Corp(XOM)1.4%Trimmed0.6%Trimmed
Comcast Corp New(CMCSA)1.5%Added0.4%Added
Alphabet Inc(GOOGL)0.3%Trimmed3.1%Added
Automatic Data Processing In(ADP)1.9%Added0.3%Trimmed
Salesforce Com Inc(CRM)1.9%Added0.3%Trimmed
Booking HLDGS Inc(BKNG)1.4%New0.2%Added
British Amern Tob PLC(BTI)0.2%Added0.3%Trimmed
Medtronic PLC(MDT)1.8%Added0.1%Trimmed
Extra Space Storage Inc(EXR)0.9%Added0.1%Added
US Bancorp Del(USB)0.9%Addedunder 0.1%Trimmed
Oneok Inc New(OKE)1.7%Addedunder 0.1%Added
31488v107(FERG)0.3%Addedunder 0.1%Added
Omnicom Group Inc(OMC)0.9%Addedunder 0.1%Added
Berkshire Hathaway Inc Del(BRK-B)under 0.1%Added0.1%Trimmed

and 57 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Microsoft Corp(MSFT)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • Alphabet Inc(GOOGL)First Eagle Investment Management LLC trimmed; Capital Research Global Investors added
  • Alphabet Inc(GOOG)First Eagle Investment Management LLC trimmed; Capital Research Global Investors added
  • Taiwan Semiconductor MFG LTD(TSM)First Eagle Investment Management LLC trimmed; Capital Research Global Investors added
  • Unitedhealth Group Inc(UNH)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • United Rentals Inc(URI)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • British Amern Tob PLC(BTI)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • Automatic Data Processing In(ADP)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • Salesforce Com Inc(CRM)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • Wheaton Precious Metals Corp(WPM)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • Schlumberger LTD(SLB)First Eagle Investment Management LLC added; Capital Research Global Investors trimmed
  • Charter Communications Inc N(CHTR)First Eagle Investment Management LLC added; Capital Research Global Investors sold out
First Eagle Investment Management LLC: the recordCapital Research Global Investors: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More