Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WST, TMO, AXP, IQV, MSCI, and represent 22.97% of Longview Partners's stock portfolio.
- Added to shares of these 4 stocks: TXN (+$295M), TSM (+$287M), COO (+$273M), WST (+$46M).
- Started 3 new stock positions in COO, TSM, TXN.
- Reduced shares in these 10 stocks: , MRSH (-$209M), SPGI (-$209M), GOOGL (-$161M), MCO (-$112M), CME (-$109M), TMO (-$92M), MSCI (-$74M), SYY (-$71M), BKNG (-$70M).
- Sold out of its position in ADBE.
- Longview Partners was a net seller of stock by $-1.1B.
- Longview Partners has $7.1B in assets under management (AUM), dropping by -26.29%.
- Central Index Key (CIK): 0001426092
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Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| West Pharmaceutical Services (WST) | 4.7 | $330M | +16% | 1.3M | 250.64 |
|
| Thermo Fisher Scientific (TMO) | 4.6 | $326M | -22% | 663k | 491.53 |
|
| American Express Company (AXP) | 4.6 | $325M | -17% | 1.1M | 302.48 |
|
| Iqvia Holdings (IQV) | 4.6 | $324M | -14% | 1.9M | 170.54 |
|
| Msci (MSCI) | 4.5 | $317M | -18% | 587k | 539.01 |
|
| Aon Shs Cl A (AON) | 4.5 | $315M | -11% | 976k | 322.78 |
|
| Booking Holdings (BKNG) | 4.4 | $313M | -18% | 74k | 4210.32 |
|
| Visa Com Cl A (V) | 4.4 | $313M | -18% | 1.0M | 302.24 |
|
| Moody's Corporation (MCO) | 4.4 | $310M | -26% | 710k | 436.25 |
|
| Becton, Dickinson and (BDX) | 4.3 | $305M | -10% | 1.9M | 157.23 |
|
| UnitedHealth (UNH) | 4.3 | $304M | -10% | 1.1M | 270.59 |
|
| Microsoft Corporation (MSFT) | 4.3 | $303M | -17% | 819k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $301M | -34% | 1.0M | 287.56 |
|
| Cme (CME) | 4.3 | $300M | -26% | 1.0M | 295.35 |
|
| Texas Instruments Incorporated (TXN) | 4.2 | $295M | NEW | 1.5M | 194.14 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.1 | $287M | NEW | 850k | 337.95 |
|
| salesforce (CRM) | 4.0 | $283M | -10% | 1.5M | 186.67 |
|
| SYSCO Corporation (SYY) | 4.0 | $279M | -20% | 3.9M | 71.33 |
|
| Cdw (CDW) | 3.9 | $279M | -10% | 2.3M | 121.02 |
|
| Cooper Cos (COO) | 3.9 | $273M | NEW | 3.8M | 71.50 |
|
| Nike CL B (NKE) | 3.8 | $268M | -9% | 5.1M | 52.82 |
|
| Fidelity National Information Services (FIS) | 3.7 | $263M | -10% | 5.6M | 46.91 |
|
| Fiserv (FISV) | 2.3 | $162M | -10% | 2.9M | 55.80 |
|
| S&p Global (SPGI) | 2.0 | $144M | -59% | 338k | 425.34 |
|
| Marsh & McLennan Companies (MRSH) | 2.0 | $141M | -59% | 810k | 173.45 |
|
Past Filings by Longview Partners
SEC 13F filings are viewable for Longview Partners going back to 2011
- 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
- Longview Partners 2022 Q2 filed Aug. 12, 2022