Longview Partners (Guernsey) LTD
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Longview Partners (Guernsey) LTD reported 23 stock positions worth $9.6 billion. Its top holding was Alphabet Class A (GOOGL) at 5.3% of the portfolio, followed by Iqvia (IQV, 5.2%) and Moody's (MCO, 5.2%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 3 and reduced 19. The biggest buy was a new position in Cme (CME) and the biggest sale an exit from HCA Healthcare (HCA).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $9.6B (Q4 2025)
- SEC Filing
- 0001426092-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 23 stocks · $9.6B
| GOOGL Alphabet Inc. Class A | 5.26% | 1,608,744 | $503.5M | Reduce -30.3% |
| IQV Iqvia Holdings Inc. | 5.23% | 2,220,424 | $500.5M | Reduce -5.4% |
| MCO Moody's Corp. | 5.16% | 966,467 | $493.7M | Reduce -5.1% |
| TMO Thermo Fisher Scientific Inc. | 5.15% | 850,276 | $492.7M | Reduce -5.9% |
| BKNG Booking Holdings Inc. | 5.09% | 91,069 | $487.7M | Reduce -9.2% |
| AXP American Express Co. | 5.04% | 1,304,665 | $482.7M | Reduce -5.4% |
| MSFT Microsoft Corp. | 4.99% | 988,547 | $478.1M | Reduce -5.1% |
| CRM Salesforce Inc. | 4.66% | 1,684,059 | $446.1M | Reduce -1.3% |
| V Visa Inc. Class A | 4.63% | 1,265,151 | $443.7M | Reduce -5.2% |
| SPGI S&P Global Inc. | 4.53% | 829,280 | $433.4M | Reduce -3.9% |
| BDX Becton Dickinson and Co. | 4.38% | 2,160,601 | $419.3M | Reduce -4.9% |
| MSCI MSCI Inc. | 4.34% | 723,812 | $415.3M | Add +1.9% |
| UNH Unitedhealth Group Inc. | 4.33% | 1,254,749 | $414.2M | Reduce -5.1% |
| FIS Fidelity National Info Serv | 4.32% | 6,219,699 | $413.4M | Reduce -5.1% |
| ADBE Adobe Inc. | 4.29% | 1,172,945 | $410.5M | Reduce -1.1% |
| AON Aon PLC Class A | 4.07% | 1,105,784 | $390.2M | Reduce -4.4% |
| CME Cme Group Inc. | 3.95% | 1,386,768 | $378.7M | New |
| MRSH Marsh & McLennan Cos | 3.91% | 2,017,195 | $374.2M | Reduce -3.4% |
| SYY Sysco Corp. | 3.78% | 4,908,607 | $361.7M | Reduce -1.7% |
| NKE Nike Inc. Class B | 3.74% | 5,624,595 | $358.3M | Reduce -2.0% |
| CDW CDW Corp. | 3.64% | 2,560,865 | $348.8M | Reduce -1.0% |
| WST West Pharmaceutical Services | 3.25% | 1,131,026 | $311.2M | Add +221.2% |
| FISV Fiserv Inc. | 2.28% | 3,245,810 | $218.0M | Add +0.3% |
Portfolio Sells Q3 2025 → Q4 2025
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −1.22 |
| CDW CDW Corp. | Reduce -1.0% | 3.64% | −0.66 |
| MSFT Microsoft Corp. | Reduce -5.1% | 4.99% | −0.65 |
| GOOGL Alphabet Inc. Class A | Reduce -30.3% | 5.26% | −0.60 |
| BKNG Booking Holdings Inc. | Reduce -9.2% | 5.09% | −0.57 |
| SYY Sysco Corp. | Reduce -1.7% | 3.78% | −0.52 |
| MRSH Marsh & McLennan Cos | Reduce -3.4% | 3.91% | −0.49 |
| UNH Unitedhealth Group Inc. | Reduce -5.1% | 4.33% | −0.44 |
| NKE Nike Inc. Class B | Reduce -2.0% | 3.74% | −0.44 |
| AON Aon PLC Class A | Reduce -4.4% | 4.07% | −0.24 |
| FIS Fidelity National Info Serv | Reduce -5.1% | 4.32% | −0.20 |
| V Visa Inc. Class A | Reduce -5.2% | 4.63% | −0.13 |
| ADBE Adobe Inc. | Reduce -1.1% | 4.29% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -4.9% | 4.38% | −0.06 |
| MCO Moody's Corp. | Reduce -5.1% | 5.16% | +0.09 |
| SPGI S&P Global Inc. | Reduce -3.9% | 4.53% | +0.14 |
| AXP American Express Co. | Reduce -5.4% | 5.04% | +0.25 |
| CRM Salesforce Inc. | Reduce -1.3% | 4.66% | +0.43 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.9% | 5.15% | +0.56 |
| IQV Iqvia Holdings Inc. | Reduce -5.4% | 5.23% | +0.57 |
Portfolio Buys Q3 2025 → Q4 2025
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 |