Longview Partners 13F, Q3 2025
Longview Partners · quarter ending 30 September 2025 · filed 13 November 2025 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $560.79M | 5.9% | -24% shares |
| BOOKING HOLDINGS INC | BKNG | $541.78M | 5.7% | -19% shares |
| MICROSOFT CORP | MSFT | $539.74M | 5.6% | -19% shares |
| MOODYS CORP | MCO | $485.15M | 5.1% | -18% shares |
| AMERICAN EXPRESS CO | AXP | $458.11M | 4.8% | -19% shares |
| UNITEDHEALTH GROUP INC | UNH | $456.44M | 4.8% | +9% shares |
| VISA INC | V | $455.60M | 4.8% | -19% shares |
| IQVIA HLDGS INC | IQV | $445.71M | 4.7% | +3% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $438.25M | 4.6% | +4% shares |
| FIDELITY NATL INFORMATION SV | FIS | $432.09M | 4.5% | -4% shares |
| BECTON DICKINSON & CO | BDX | $425.15M | 4.4% | +12% shares |
| MARSH & MCLENNAN COS INC | MRSH | $421.00M | 4.4% | -8% shares |
| S&P GLOBAL INC | SPGI | $419.85M | 4.4% | -19% shares |
| ADOBE INC | ADBE | $418.57M | 4.4% | +16% shares |
| FISERV INC | FISV | $417.32M | 4.4% | +22% shares |
| AON PLC | $412.48M | 4.3% | -12% shares | |
| CDW CORP | CDW | $412.11M | 4.3% | +14% shares |
| SYSCO CORP | SYY | $411.14M | 4.3% | -11% shares |
| SALESFORCE INC | CRM | $404.40M | 4.2% | +4% shares |
| MSCI INC | MSCI | $403.14M | 4.2% | +3026% shares |
| NIKE INC | NKE | $400.04M | 4.2% | unchanged |
| HCA HEALTHCARE INC | HCA | $117.04M | 1.2% | -82% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $92.38M | 1.0% | new |
What changed since Q2 2025
Against the Q2 2025 filing, Longview Partners opened 1 new position, added to 9, trimmed 12, left 1 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001426092-25-000002, filed by Longview Partners (Guernsey) LTD. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.