Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WST, UNH, TSM, TXN, GOOGL, and represent 27.23% of Longview Partners's stock portfolio.
- Added to shares of these 4 stocks: PGR (+$266M), BKNG (+$249M), FIS (+$27M), COO (+$8.4M).
- Started 1 new stock position in PGR.
- Reduced shares in these 10 stocks: NKE (-$268M), FISV (-$162M), MRSH (-$141M), TXN (-$130M), UNH (-$116M), WST (-$101M), GOOGL (-$79M), IQV (-$77M), AXP (-$77M), V (-$75M).
- Sold out of its positions in FISV, MRSH, NKE.
- Longview Partners was a net seller of stock by $-1.3B.
- Longview Partners has $6.2B in assets under management (AUM), dropping by -12.76%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| West Pharmaceutical Services (WST) | 6.0 | $371M | -21% | 1.0M | 359.00 |
|
| UnitedHealth (UNH) | 5.7 | $350M | -24% | 843k | 415.63 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.5 | $337M | -16% | 706k | 477.57 |
|
| Texas Instruments Incorporated (TXN) | 5.2 | $322M | -28% | 1.1M | 298.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $296M | -21% | 827k | 357.37 |
|
| Iqvia Holdings (IQV) | 4.7 | $290M | -20% | 1.5M | 193.22 |
|
| American Express Company (AXP) | 4.7 | $287M | -21% | 849k | 338.25 |
|
| Cooper Cos (COO) | 4.6 | $283M | +3% | 3.9M | 71.71 |
|
| Visa Com Cl A (V) | 4.6 | $281M | -21% | 818k | 343.09 |
|
| Progressive Corporation (PGR) | 4.3 | $266M | NEW | 1.2M | 218.45 |
|
| Thermo Fisher Scientific (TMO) | 4.3 | $266M | -20% | 530k | 501.36 |
|
| Cdw (CDW) | 4.3 | $263M | -18% | 1.9M | 140.64 |
|
| Booking Holdings (BKNG) | 4.3 | $263M | +1879% | 1.5M | 178.24 |
|
| Msci (MSCI) | 4.2 | $260M | -21% | 464k | 560.04 |
|
| SYSCO Corporation (SYY) | 4.2 | $258M | -21% | 3.1M | 83.58 |
|
| Becton, Dickinson and (BDX) | 4.2 | $256M | -12% | 1.7M | 151.33 |
|
| Aon Shs Cl A (AON) | 4.1 | $255M | -21% | 769k | 331.69 |
|
| Moody's Corporation (MCO) | 4.1 | $253M | -21% | 559k | 452.92 |
|
| Fidelity National Information Services (FIS) | 4.0 | $244M | +12% | 6.3M | 38.88 |
|
| Microsoft Corporation (MSFT) | 3.9 | $241M | -21% | 645k | 373.02 |
|
| Cme (CME) | 3.6 | $221M | 1.0M | 220.83 |
|
|
| salesforce (CRM) | 3.0 | $187M | -21% | 1.2M | 156.66 |
|
| S&p Global (SPGI) | 1.8 | $109M | -21% | 267k | 407.26 |
|
Past Filings by Longview Partners
SEC 13F filings are viewable for Longview Partners going back to 2011
- Longview Partners 2026 Q2 filed Aug. 13, 2026
- Longview Partners 2026 Q1 filed May 15, 2026
- Longview Partners 2025 Q4 filed Feb. 17, 2026
- 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