Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNH, AON, GWW, HCA, HSIC, and represent 26.04% of Longview Partners's stock portfolio.
- Added to shares of these 2 stocks: CDW (+$502M), MCO (+$51M).
- Started 1 new stock positions in MCO.
- Reduced shares in these 10 stocks: AXP (-$83M), BK (-$66M), GWW (-$61M), AON (-$55M), LHX (-$44M), UNH (-$33M), HCA (-$30M), HSIC (-$26M), STT (-$25M), GOOGL (-$25M).
- Longview Partners was a net seller of stock by $-100M.
- Longview Partners has $15B in assets under management (AUM), dropping by -2.51%.
- Central Index Key (CIK): 0001426092
Tip: Access up to 7 years of quarterly data
Positions held by Longview Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Longview Partners
Companies in the Longview Partners portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 5.7 | $872M | -3% | 1.7M | 509.97 | |
| Aon Shs Cl A (AON) | 5.3 | $812M | -6% | 2.5M | 325.63 | |
| W.W. Grainger (GWW) | 5.2 | $787M | -7% | 1.5M | 515.79 | |
| Hca Holdings (HCA) | 5.0 | $761M | -3% | 3.0M | 250.62 | |
| Henry Schein (HSIC) | 4.9 | $745M | -3% | 8.5M | 87.19 | |
| Becton, Dickinson and (BDX) | 4.9 | $742M | -2% | 2.8M | 266.00 | |
| Marsh & McLennan Companies (MMC) | 4.8 | $740M | -2% | 4.3M | 170.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $737M | -3% | 265k | 2781.35 | |
| American Express Company (AXP) | 4.8 | $733M | -10% | 3.9M | 187.00 | |
| Iqvia Holdings (IQV) | 4.8 | $726M | -2% | 3.1M | 231.21 | |
| L3harris Technologies (LHX) | 4.7 | $725M | -5% | 2.9M | 248.47 | |
| State Street Corporation (STT) | 4.7 | $722M | -3% | 8.3M | 87.12 | |
| Oracle Corporation (ORCL) | 4.3 | $659M | -2% | 8.0M | 82.73 | |
| Bank of New York Mellon Corporation (BK) | 4.3 | $651M | -9% | 13M | 49.63 | |
Setup an alertLongview Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| SYSCO Corporation (SYY) | 4.2 | $644M | -2% | 7.9M | 81.65 | |
| Cdw (CDW) | 4.1 | $628M | +399% | 3.5M | 178.89 | |
| Medtronic SHS (MDT) | 3.8 | $576M | -2% | 5.2M | 110.95 | |
| Fiserv (FISV) | 3.8 | $575M | -2% | 5.7M | 101.40 | |
| Charter Communications Inc N Cl A (CHTR) | 3.6 | $545M | -2% | 998k | 545.52 | |
| TJX Companies (TJX) | 3.5 | $542M | -2% | 8.9M | 60.58 | |
| Fidelity National Information Services (FIS) | 2.9 | $439M | -2% | 4.4M | 100.42 | |
| Us Foods Hldg Corp call (USFD) | 2.2 | $334M | -2% | 8.9M | 37.63 | |
| Zimmer Holdings (ZBH) | 1.9 | $284M | -2% | 2.2M | 127.90 | |
| Arrow Electronics (ARW) | 1.3 | $197M | -3% | 1.7M | 118.63 | |
| Moody's Corporation (MCO) | 0.3 | $51M | NEW | 152k | 337.41 | |
| Frontdoor (FTDR) | 0.3 | $50M | -2% | 1.7M | 29.85 | |
Past Filings by Longview Partners
SEC 13F filings are viewable for Longview Partners going back to 2011
- Longview Partners 2022 Q1 filed May 13, 2022
- Longview Partners 2021 Q4 filed Feb. 11, 2022
- Longview Partners 2021 Q3 filed Nov. 12, 2021
- Longview Partners 2021 Q2 filed Aug. 13, 2021
- Longview Partners 2021 Q1 filed May 14, 2021
- Longview Partners 2020 Q4 filed Feb. 16, 2021
- Longview Partners 2020 Q3 filed Nov. 13, 2020
- Longview Partners 2020 Q2 filed Aug. 14, 2020
- Longview Partners 2020 Q1 filed May 14, 2020
- Longview Partners 2019 Q4 filed Feb. 13, 2020
- Longview Partners 2019 Q3 filed Nov. 13, 2019
- Longview Partners 2019 Q2 filed Aug. 13, 2019
- Longview Partners 2019 Q1 filed May 15, 2019
- Longview Partners 2018 Q4 filed Feb. 13, 2019
- Longview Partners 2018 Q3 filed Oct. 19, 2018
- Longview Partners 2018 Q2 filed Aug. 1, 2018