Funds › First Pacific Advisors, LP
First Pacific Advisors, LP
13F for Q3 2026, filed Nov 12, 2026. 73 positions worth $8.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ADI Analog Devices, Inc. | 1.52M | $604.5M | 7.2% | -4.7% | 13F ↗ |
| 2 | META Meta Platforms, Inc. | 701,933 | $509.0M | 6.1% | +3.2% | 13F ↗ |
| 3 | IFF International Flavors & Fragrances, Inc. | 5.52M | $461.2M | 5.5% | +1.3% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 1.34M | $456.4M | 5.4% | +0.5% | 13F ↗ |
| 5 | C Citigroup, Inc. | 3.05M | $395.0M | 4.7% | +1.1% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 1.15M | $395.0M | 4.7% | -18.5% | 13F ↗ |
| 7 | BDX Becton, Dickinson and Company | 2.14M | $382.8M | 4.6% | +1.3% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 1.36M | $339.0M | 4.0% | Unchanged | 13F ↗ |
| 9 | TEL TE Connectivity plc | 1.55M | $327.1M | 3.9% | -0.1% | 13F ↗ |
| 10 | AJG Arthur J. Gallagher & Co. | 1.35M | $308.9M | 3.7% | +1.3% | 13F ↗ |
| 11 | CMCSA Comcast Corporation | 8.84M | $192.4M | 2.3% | +1.9% | 13F ↗ |
| 12 | AON Aon plc | 676,304 | $187.2M | 2.2% | -0.7% | 13F ↗ |
| 13 | BAX Baxter International Inc. | 7.73M | $185.4M | 2.2% | +1.4% | 13F ↗ |
| 14 | MTN Vail Resorts, Inc. | 1.32M | $181.3M | 2.2% | +1.3% | 13F ↗ |
| 15 | FERG Ferguson Enterprises Inc. | 797,136 | $177.5M | 2.1% | +1.3% | 13F ↗ |
| 16 | KMX CarMax Inc | 3.05M | $168.1M | 2.0% | +1.4% | 13F ↗ |
| 17 | TMO Thermo Fisher Scientific Inc | 245,508 | $165.7M | 2.0% | -1.1% | 13F ↗ |
| 18 | NXPI NXP Semiconductors N.V. | 685,391 | $162.8M | 1.9% | -0.4% | 13F ↗ |
| 19 | FBIN Fortune Brands Innovations, Inc. | 3.88M | $147.5M | 1.8% | +1.4% | 13F ↗ |
| 20 | SAP Sap SE · ADR | 705,655 | $147.1M | 1.8% | +27.0% | 13F ↗ |
| 21 | AMRZ Amrize Ltd | 3.46M | $129.3M | 1.5% | +8.8% | 13F ↗ |
| 22 | INTU Intuit Inc. | 461,963 | $127.4M | 1.5% | +39.2% | 13F ↗ |
| 23 | DHR Danaher Corporation | 559,723 | $124.0M | 1.5% | -0.9% | 13F ↗ |
| 24 | JEF Jefferies Financial Group Inc. | 2.71M | $123.9M | 1.5% | +0.2% | 13F ↗ |
| 25 | CHTR Charter Communications, Inc. | 1.11M | $122.7M | 1.5% | New | 13F ↗ |
| 26 | NOV NOV Inc. | 6.48M | $121.4M | 1.4% | +1.4% | 13F ↗ |
| 27 | WAT Waters Corporation | 262,593 | $115.4M | 1.4% | -2.1% | 13F ↗ |
| 28 | PYPL PayPal Holdings, Inc. | 2.17M | $113.8M | 1.4% | +1.3% | 13F ↗ |
| 29 | BSX Boston Scientific Corporation | 2.34M | $102.3M | 1.2% | New | 13F ↗ |
| 30 | ICLR ICON plc | 599,927 | $102.0M | 1.2% | -1.1% | 13F ↗ |
| 31 | BIO Bio-Rad Laboratories, Inc. Class A | 269,082 | $101.6M | 1.2% | -33.0% | 13F ↗ |
| 32 | LPLA LPL Financial Holdings Inc. | 321,244 | $98.2M | 1.2% | Unchanged | 13F ↗ |
| 33 | AVTR Avantor, Inc. | 6.25M | $94.1M | 1.1% | -23.6% | 13F ↗ |
| 34 | CNH CNH Industrial N.V. | 7.25M | $93.1M | 1.1% | +1.4% | 13F ↗ |
| 35 | DEI Douglas Emmett, Inc. | 8.74M | $83.8M | 1.0% | Unchanged | 13F ↗ |
| 36 | UBER Uber Technologies, Inc. | 990,039 | $67.8M | 0.8% | +1.4% | 13F ↗ |
| 37 | CNM Core & Main, Inc. | 1.62M | $67.1M | 0.8% | New | 13F ↗ |
| 38 | WFC Wells Fargo & Company | 795,775 | $63.7M | 0.8% | +1.4% | 13F ↗ |
| 39 | VNO Vornado Realty Trust · Sh Ben Int | 1.68M | $57.0M | 0.7% | Unchanged | 13F ↗ |
| 40 | HCA HCA Healthcare, Inc. | 130,815 | $55.8M | 0.7% | New | 13F ↗ |
| 41 | GEHC GE HealthCare Technologies Inc. | 839,065 | $54.8M | 0.7% | +1.4% | 13F ↗ |
| 42 | MICC The Magnum Ice Cream Company N.V. | 2.95M | $52.4M | 0.6% | -0.9% | 13F ↗ |
| 43 | JBTM JBT Marel Corporation | 483,108 | $51.0M | 0.6% | New | 13F ↗ |
| 44 | VYX NCR Voyix Corporation · Comm | 5.41M | $37.0M | 0.4% | Unchanged | 13F ↗ |
| 45 | MRSH Marsh & McLennan Companies, Inc. | 130,280 | $22.2M | 0.3% | +7.5% | 13F ↗ |
| 46 | Investment Managers Ser Tr I Fpa Gbl Eqty Etf | 353,594 | $14.5M | 0.2% | +143% | 13F ↗ |
| 47 | STGW Stagwell Inc. | 1.19M | $9.7M | 0.1% | Unchanged | 13F ↗ |
| 48 | RUSHA Rush Enterprises, Inc. Class A | 193,640 | $8.9M | 0.1% | Unchanged | 13F ↗ |
| 49 | Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 113,839 | $8.6M | 0.1% | -56.3% | 13F ↗ |
| 50 | Investment Managers Ser Tr I Fpa Sht Dura Gov | 318,456 | $7.6M | 0.1% | +117% | 13F ↗ |
Changes since Q2 2026
6 new, 29 added to, 22 trimmed, 5 exited, 16 unchanged. By estimated dollars.
New positions (6)
Added to (29)
| INTU Intuit Inc. | 461,963 | +39.2% | $35.8M |
| SAP Sap SE · ADR | 705,655 | +27.0% | $31.3M |
| META Meta Platforms, Inc. | 701,933 | +3.2% | $16.0M |
| AMRZ Amrize Ltd | 3.46M | +8.8% | $10.5M |
| Investment Managers Ser Tr I Fpa Gbl Eqty Etf | 353,594 | +143% | $8.5M |
| IFF International Flavors & Fragrances, Inc. | 5.52M | +1.3% | $5.8M |
| BDX Becton, Dickinson and Company | 2.14M | +1.3% | $5.0M |
| C Citigroup, Inc. | 3.05M | +1.1% | $4.4M |
| Investment Managers Ser Tr I Fpa Sht Dura Gov | 318,456 | +117% | $4.1M |
| AJG Arthur J. Gallagher & Co. | 1.35M | +1.3% | $4.0M |
Trimmed (22)
| GOOGL Alphabet Inc. Class A | 1.15M | -18.5% | -$89.6M |
| WAB Westinghouse Air Brake Technologies Corporation | 9,955 | -94.7% | -$51.4M |
| BIO Bio-Rad Laboratories, Inc. Class A | 269,082 | -33.0% | -$50.2M |
| ADI Analog Devices, Inc. | 1.52M | -4.7% | -$29.7M |
| AVTR Avantor, Inc. | 6.25M | -23.6% | -$29.2M |
| AVGO Broadcom Inc. | 2,924 | -95.4% | -$21.2M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 113,839 | -56.3% | -$11.1M |
| WAT Waters Corporation | 262,593 | -2.1% | -$2.4M |
| TMO Thermo Fisher Scientific Inc | 245,508 | -1.1% | -$1.8M |
| AON Aon plc | 676,304 | -0.7% | -$1.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 77 | $8.4B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 75 | $8.1B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 86 | $7.1B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 64 | $7.6B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 62 | $7.2B | Current | SEC ↗ |
| Q2 2025 | Aug 1, 2025 | 13F-HR | 63 | $7.0B | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 57 | $6.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer