Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, BKNG, MSFT, MCO, AXP, and represent 27.02% of Longview Partners's stock portfolio.
- Added to shares of these 10 stocks: MSCI (+$390M), WST (+$92M), FI (+$75M), ADBE (+$59M), CDW (+$51M), BDX (+$46M), UNH (+$37M), TMO (+$17M), CRM (+$15M), IQV (+$11M).
- Started 1 new stock position in WST.
- Reduced shares in these 10 stocks: , TJX (-$580M), HCA (-$549M), GOOGL (-$178M), BKNG (-$129M), MSFT (-$124M), MCO (-$109M), AXP (-$105M), V (-$104M), SPGI (-$96M).
- Sold out of its positions in ORCL, TJX.
- Longview Partners was a net seller of stock by $-2.1B.
- Longview Partners has $9.6B in assets under management (AUM), dropping by -17.56%.
- Central Index Key (CIK): 0001426092
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Portfolio Holdings for Longview Partners
Longview Partners holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $561M | -24% | 2.3M | 243.10 |
|
| Booking Holdings (BKNG) | 5.7 | $542M | -19% | 100k | 5399.27 |
|
| Microsoft Corporation (MSFT) | 5.6 | $540M | -18% | 1.0M | 517.95 |
|
| Moody's Corporation (MCO) | 5.1 | $485M | -18% | 1.0M | 476.48 |
|
| American Express Company (AXP) | 4.8 | $458M | -18% | 1.4M | 332.16 |
|
| UnitedHealth (UNH) | 4.8 | $456M | +8% | 1.3M | 345.30 |
|
| Visa Com Cl A (V) | 4.8 | $456M | -18% | 1.3M | 341.38 |
|
| Iqvia Holdings (IQV) | 4.7 | $446M | +2% | 2.3M | 189.94 |
|
| Thermo Fisher Scientific (TMO) | 4.6 | $438M | +4% | 904k | 485.02 |
|
| Fidelity National Information Services (FIS) | 4.5 | $432M | -3% | 6.6M | 65.94 |
|
| Becton, Dickinson and (BDX) | 4.4 | $425M | +12% | 2.3M | 187.17 |
|
| Marsh & McLennan Companies (MMC) | 4.4 | $421M | -7% | 2.1M | 201.53 |
|
| S&p Global (SPGI) | 4.4 | $420M | -18% | 863k | 486.71 |
|
| Adobe Systems Incorporated (ADBE) | 4.4 | $419M | +16% | 1.2M | 352.75 |
|
| Fiserv (FI) | 4.4 | $417M | +21% | 3.2M | 128.93 |
|
| Aon Shs Cl A (AON) | 4.3 | $413M | -11% | 1.2M | 356.58 |
|
| Cdw (CDW) | 4.3 | $412M | +14% | 2.6M | 159.28 |
|
| SYSCO Corporation (SYY) | 4.3 | $411M | -10% | 5.0M | 82.34 |
|
| salesforce (CRM) | 4.2 | $404M | +3% | 1.7M | 237.00 |
|
| Msci (MSCI) | 4.2 | $403M | +3026% | 711k | 567.41 |
|
| Nike CL B (NKE) | 4.2 | $400M | 5.7M | 69.73 |
|
|
| Hca Holdings (HCA) | 1.2 | $117M | -82% | 275k | 426.20 |
|
| West Pharmaceutical Services (WST) | 1.0 | $92M | NEW | 352k | 262.33 |
|
Past Filings by Longview Partners
SEC 13F filings are viewable for Longview Partners going back to 2011
- Longview Partners 2025 Q3 filed Nov. 13, 2025
- Longview Partners 2025 Q2 filed Aug. 13, 2025
- Longview Partners 2025 Q1 filed May 14, 2025
- Longview Partners 2024 Q4 filed Feb. 13, 2025
- Longview Partners 2024 Q3 filed Nov. 13, 2024
- Longview Partners 2024 Q2 filed Aug. 13, 2024
- Longview Partners 2024 Q1 filed May 14, 2024
- Longview Partners 2023 Q4 filed Feb. 13, 2024
- Longview Partners 2023 Q3 filed Nov. 13, 2023
- Longview Partners 2023 Q2 filed Aug. 11, 2023
- Longview Partners 2023 Q1 filed May 12, 2023
- Longview Partners 2022 Q4 filed Feb. 13, 2023
- Longview Partners 2022 Q3 filed Nov. 14, 2022
- Longview Partners 2022 Q2 filed Aug. 12, 2022
- Longview Partners 2022 Q1 filed May 13, 2022
- Longview Partners 2021 Q4 filed Feb. 11, 2022