Longview Partners (Guernsey) LTD
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Longview Partners (Guernsey) LTD reported 25 stock positions worth $12.4 billion. Its top holding was Fiserv (FISV) at 5.0% of the portfolio, followed by Moody's (MCO, 5.0%) and Booking (BKNG, 4.9%). Compared with Q4 2024, it opened 1 new position and reduced 24. The biggest buy was a new position in Salesforce (CRM) and the biggest sale American Express (AXP, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $12.4B (Q1 2025)
- SEC Filing
- 0001085146-25-003163 ↗ filed May 14, 2025
Holdings Value
Holdings 25 stocks · $12.4B
| FISV Fiserv Inc. | 5.00% | 2,815,218 | $621.7M | Reduce -23.3% |
| MCO Moody's Corp. | 4.96% | 1,323,918 | $616.5M | Reduce -6.0% |
| BKNG Booking Holdings Inc. | 4.95% | 133,481 | $614.9M | Reduce -13.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.91% | 5,009,877 | $610.2M | Reduce -10.1% |
| V Visa Inc. Class A | 4.90% | 1,739,126 | $609.5M | Reduce -13.0% |
| MRSH Marsh & McLennan Cos | 4.72% | 2,405,616 | $587.0M | Reduce -6.1% |
| HCA HCA Healthcare Inc. | 4.61% | 1,658,478 | $573.1M | Reduce -5.8% |
| SPGI S&P Global Inc. | 4.59% | 1,123,705 | $571.0M | Reduce -5.8% |
| ORCL Oracle Corp. | 4.44% | 3,946,361 | $551.7M | Reduce -5.9% |
| AON Aon PLC Class A | 4.44% | 1,381,341 | $551.3M | Reduce -5.9% |
| FIS Fidelity National Info Serv | 4.35% | 7,237,324 | $540.5M | Reduce -5.8% |
| MSFT Microsoft Corp. | 4.11% | 1,362,259 | $511.4M | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 4.02% | 3,229,954 | $499.5M | Reduce -6.0% |
| UNH Unitedhealth Group Inc. | 3.95% | 937,732 | $491.1M | Reduce -5.8% |
| AXP American Express Co. | 3.90% | 1,800,058 | $484.3M | Reduce -27.8% |
| CRM Salesforce Inc. | 3.77% | 1,743,717 | $467.9M | New |
| MDT Medtronic PLC | 3.76% | 5,197,530 | $467.1M | Reduce -5.9% |
| TMO Thermo Fisher Scientific Inc. | 3.66% | 914,185 | $454.9M | Reduce -5.8% |
| SYY Sysco Corp. | 3.58% | 5,930,384 | $445.0M | Reduce -5.8% |
| BDX Becton Dickinson and Co. | 3.43% | 1,863,329 | $426.8M | Reduce -5.9% |
| ADBE Adobe Inc. | 3.32% | 1,074,485 | $412.1M | Reduce -5.9% |
| CDW CDW Corp. | 3.11% | 2,409,249 | $386.1M | Reduce -5.8% |
| IQV Iqvia Holdings Inc. | 2.88% | 2,028,276 | $357.6M | Reduce -5.8% |
| NKE Nike Inc. Class B | 2.34% | 4,580,222 | $290.8M | Reduce -5.8% |
| DG Dollar General Corp. | 2.30% | 3,254,829 | $286.2M | Reduce -5.8% |
Portfolio Sells Q4 2024 → Q1 2025
| AXP American Express Co. | Reduce -27.8% | 3.90% | −1.63 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 4.02% | −0.84 |
| ORCL Oracle Corp. | Reduce -5.9% | 4.44% | −0.78 |
| BKNG Booking Holdings Inc. | Reduce -13.3% | 4.95% | −0.76 |
| FISV Fiserv Inc. | Reduce -23.3% | 5.00% | −0.63 |
| ADBE Adobe Inc. | Reduce -5.9% | 3.32% | −0.48 |
| MSFT Microsoft Corp. | Reduce -5.9% | 4.11% | −0.44 |
| NKE Nike Inc. Class B | Reduce -5.8% | 2.34% | −0.41 |
| FIS Fidelity National Info Serv | Reduce -5.8% | 4.35% | −0.29 |
| IQV Iqvia Holdings Inc. | Reduce -5.8% | 2.88% | −0.28 |
| CDW CDW Corp. | Reduce -5.8% | 3.11% | −0.22 |
| TJX TJX Companies Inc. | Reduce -10.1% | 4.91% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.8% | 3.66% | −0.11 |
| MCO Moody's Corp. | Reduce -6.0% | 4.96% | −0.02 |
| SYY Sysco Corp. | Reduce -5.8% | 3.58% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -5.9% | 3.43% | +0.08 |
| SPGI S&P Global Inc. | Reduce -5.8% | 4.59% | +0.16 |
| V Visa Inc. Class A | Reduce -13.0% | 4.90% | +0.18 |
| UNH Unitedhealth Group Inc. | Reduce -5.8% | 3.95% | +0.19 |
| DG Dollar General Corp. | Reduce -5.8% | 2.30% | +0.35 |
| MDT Medtronic PLC | Reduce -5.9% | 3.76% | +0.46 |
| AON Aon PLC Class A | Reduce -5.9% | 4.44% | +0.50 |
| MRSH Marsh & McLennan Cos | Reduce -6.1% | 4.72% | +0.66 |
| HCA HCA Healthcare Inc. | Reduce -5.8% | 4.61% | +0.67 |
Portfolio Buys Q4 2024 → Q1 2025
| CRM Salesforce Inc. | New | 3.77% | +3.77 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $6.2B | WST, UNH, TSM, TXN, GOOGL |
| Q1 2026 | 25 | $7.1B | WST, TMO, AXP, IQV, MSCI |
| Q4 2025 | 23 | $9.6B | GOOGL, IQV, MCO, TMO, BKNG |
| Q3 2025 | 23 | $9.6B | GOOGL, BKNG, MSFT, MCO, AXP |
| Q2 2025 | 24 | $11.6B | ORCL, BKNG, MSFT, MCO, HCA |
| Q1 2025 | 25 | $12.4B | FISV, MCO, BKNG, TJX, V |
| Q4 2024 | 24 | $13.4B | BKNG, FISV, AXP, ORCL, TJX |
| Q3 2024 | 24 | $14.6B | ORCL, HCA, FISV, AXP, MCO |
| Q2 2024 | 24 | $13.5B | MSFT, ADBE, BKNG, GOOGL, ORCL |
| Q1 2024 | 24 | $15.5B | CDW, BKNG, FISV, GOOGL, MSFT |