Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, IQV, MCO, TMO, BKNG, and represent 25.88% of Longview Partners's stock portfolio.
- Added to shares of these 4 stocks: CME (+$379M), WST (+$214M), MSCI (+$7.6M), FI.
- Started 1 new stock position in CME.
- Reduced shares in these 10 stocks: GOOGL (-$219M), , BKNG (-$50M), TMO (-$31M), IQV (-$28M), AXP (-$28M), MCO (-$26M), MSFT (-$26M), V (-$24M), UNH (-$22M).
- Sold out of its position in HCA.
- Longview Partners was a net seller of stock by $-90M.
- Longview Partners has $9.6B in assets under management (AUM), dropping by 0.08%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $504M | -30% | 1.6M | 313.00 |
|
| Iqvia Holdings (IQV) | 5.2 | $501M | -5% | 2.2M | 225.41 |
|
| Moody's Corporation (MCO) | 5.2 | $494M | -5% | 967k | 510.85 |
|
| Thermo Fisher Scientific (TMO) | 5.1 | $493M | -5% | 850k | 579.45 |
|
| Booking Holdings (BKNG) | 5.1 | $488M | -9% | 91k | 5355.33 |
|
| American Express Company (AXP) | 5.0 | $483M | -5% | 1.3M | 369.95 |
|
| Microsoft Corporation (MSFT) | 5.0 | $478M | -5% | 989k | 483.62 |
|
| salesforce (CRM) | 4.7 | $446M | 1.7M | 264.91 |
|
|
| Visa Com Cl A (V) | 4.6 | $444M | -5% | 1.3M | 350.71 |
|
| S&p Global (SPGI) | 4.5 | $433M | -3% | 829k | 522.59 |
|
| Becton, Dickinson and (BDX) | 4.4 | $419M | -4% | 2.2M | 194.07 |
|
| Msci (MSCI) | 4.3 | $415M | 724k | 573.73 |
|
|
| UnitedHealth (UNH) | 4.3 | $414M | -5% | 1.3M | 330.11 |
|
| Fidelity National Information Services (FIS) | 4.3 | $413M | -5% | 6.2M | 66.46 |
|
| Adobe Systems Incorporated (ADBE) | 4.3 | $411M | 1.2M | 349.99 |
|
|
| Aon Shs Cl A (AON) | 4.1 | $390M | -4% | 1.1M | 352.88 |
|
| Cme (CME) | 4.0 | $379M | NEW | 1.4M | 273.08 |
|
| Marsh & McLennan Companies | 3.9 | $374M | -3% | 2.0M | 185.52 |
|
| SYSCO Corporation (SYY) | 3.8 | $362M | 4.9M | 73.69 |
|
|
| Nike CL B (NKE) | 3.7 | $358M | 5.6M | 63.71 |
|
|
| Cdw (CDW) | 3.6 | $349M | 2.6M | 136.20 |
|
|
| West Pharmaceutical Services (WST) | 3.2 | $311M | +221% | 1.1M | 275.14 |
|
| Fiserv (FI) | 2.3 | $218M | 3.2M | 67.17 |
|
Past Filings by Longview Partners
SEC 13F filings are viewable for Longview Partners going back to 2011
- 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
- Longview Partners 2022 Q2 filed Aug. 12, 2022
- Longview Partners 2022 Q1 filed May 13, 2022