Longview Partners (Guernsey) LTD
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Longview Partners (Guernsey) LTD reported 23 stock positions worth $9.6 billion. Its top holding was Alphabet Class A (GOOGL) at 5.9% of the portfolio, followed by Booking (BKNG, 5.7%) and Microsoft (MSFT, 5.6%). Compared with Q2 2025, it opened 1 new position, sold out of 2, added to 10 and reduced 12. The biggest buy was MSCI (MSCI, shares +3026%) and the biggest sale an exit from Oracle (ORCL).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $9.6B (Q3 2025)
- SEC Filing
- 0001426092-25-000002 ↗ filed Nov 13, 2025
Holdings Value
Holdings 23 stocks · $9.6B
| GOOGL Alphabet Inc. Class A | 5.86% | 2,306,834 | $560.8M | Reduce -24.1% |
| BKNG Booking Holdings Inc. | 5.66% | 100,343 | $541.8M | Reduce -19.2% |
| MSFT Microsoft Corp. | 5.64% | 1,042,072 | $539.7M | Reduce -18.7% |
| MCO Moody's Corp. | 5.07% | 1,018,194 | $485.1M | Reduce -18.4% |
| AXP American Express Co. | 4.79% | 1,379,190 | $458.1M | Reduce -18.6% |
| UNH Unitedhealth Group Inc. | 4.77% | 1,321,875 | $456.4M | Add +8.7% |
| V Visa Inc. Class A | 4.76% | 1,334,592 | $455.6M | Reduce -18.6% |
| IQV Iqvia Holdings Inc. | 4.66% | 2,346,605 | $445.7M | Add +2.5% |
| TMO Thermo Fisher Scientific Inc. | 4.58% | 903,566 | $438.2M | Add +4.0% |
| FIS Fidelity National Info Serv | 4.52% | 6,552,749 | $432.1M | Reduce -3.9% |
| BDX Becton Dickinson and Co. | 4.44% | 2,271,483 | $425.2M | Add +12.0% |
| MRSH Marsh & McLennan Cos | 4.40% | 2,088,995 | $421.0M | Reduce -7.9% |
| SPGI S&P Global Inc. | 4.39% | 862,635 | $419.9M | Reduce -18.6% |
| ADBE Adobe Inc. | 4.37% | 1,186,585 | $418.6M | Add +16.3% |
| FISV Fiserv Inc. | 4.36% | 3,236,820 | $417.3M | Add +21.9% |
| AON Aon PLC Class A | 4.31% | 1,156,754 | $412.5M | Reduce -11.6% |
| CDW CDW Corp. | 4.31% | 2,587,357 | $412.1M | Add +14.1% |
| SYY Sysco Corp. | 4.30% | 4,993,237 | $411.1M | Reduce -10.9% |
| CRM Salesforce Inc. | 4.23% | 1,706,319 | $404.4M | Add +3.9% |
| MSCI MSCI Inc. | 4.21% | 710,493 | $403.1M | Add +3026.2% |
| NKE Nike Inc. Class B | 4.18% | 5,736,975 | $400.0M | Add +0.5% |
| HCA HCA Healthcare Inc. | 1.22% | 274,609 | $117.0M | Reduce -82.4% |
| WST West Pharmaceutical Services | 0.97% | 352,139 | $92.4M | New |
Portfolio Sells Q2 2025 → Q3 2025
| ORCL Oracle Corp. | Sold out | 0.00% | −6.21 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −5.00 |
| HCA HCA Healthcare Inc. | Reduce -82.4% | 1.22% | −3.93 |
| BKNG Booking Holdings Inc. | Reduce -19.2% | 5.66% | −0.53 |
| SPGI S&P Global Inc. | Reduce -18.6% | 4.39% | −0.43 |
| MCO Moody's Corp. | Reduce -18.4% | 5.07% | −0.32 |
| FIS Fidelity National Info Serv | Reduce -3.9% | 4.52% | −0.27 |
| V Visa Inc. Class A | Reduce -18.6% | 4.76% | −0.25 |
| MRSH Marsh & McLennan Cos | Reduce -7.9% | 4.40% | +0.13 |
| AXP American Express Co. | Reduce -18.6% | 4.79% | +0.13 |
| MSFT Microsoft Corp. | Reduce -18.7% | 5.64% | +0.15 |
| AON Aon PLC Class A | Reduce -11.6% | 4.31% | +0.29 |
| SYY Sysco Corp. | Reduce -10.9% | 4.30% | +0.64 |
| GOOGL Alphabet Inc. Class A | Reduce -24.1% | 5.86% | +1.25 |
Portfolio Buys Q2 2025 → Q3 2025
| MSCI MSCI Inc. | Add +3026.2% | 4.21% | +4.10 |
| IQV Iqvia Holdings Inc. | Add +2.5% | 4.66% | +1.55 |
| TMO Thermo Fisher Scientific Inc. | Add +4.0% | 4.58% | +1.55 |
| UNH Unitedhealth Group Inc. | Add +8.7% | 4.77% | +1.50 |
| BDX Becton Dickinson and Co. | Add +12.0% | 4.44% | +1.43 |
| ADBE Adobe Inc. | Add +16.3% | 4.37% | +0.97 |
| WST West Pharmaceutical Services | New | 0.97% | +0.97 |
| CDW CDW Corp. | Add +14.1% | 4.31% | +0.82 |
| NKE Nike Inc. Class B | Add +0.5% | 4.18% | +0.69 |
| FISV Fiserv Inc. | Add +21.9% | 4.36% | +0.42 |
| CRM Salesforce Inc. | Add +3.9% | 4.23% | +0.37 |
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 |