Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Longview Partners (Guernsey) LTD (CIK 1426092) reported $7.06B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WST ($329.7M, 4.67%), TMO ($325.8M, 4.62%), AXP ($325.3M, 4.61%), IQV ($323.6M, 4.58%), MSCI ($316.5M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WST | WEST PHARMACEUTICAL SVSC INC | $329.7M | 4.67% | 1.3M | Added |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | $325.8M | 4.62% | 662,828 | Trimmed |
| 3 | AXP | AMERICAN EXPRESS CO | $325.3M | 4.61% | 1.1M | Trimmed |
| 4 | IQV | IQVIA HLDGS INC | $323.6M | 4.58% | 1.9M | Trimmed |
| 5 | MSCI | MSCI INC | $316.5M | 4.48% | 587,264 | Trimmed |
| 6 | AON | AON PLC | $315.1M | 4.46% | 976,263 | Trimmed |
| 7 | BKNG | BOOKING HOLDINGS INC | $313.4M | 4.44% | 74,430 | Trimmed |
| 8 | V | VISA INC | $313.4M | 4.44% | 1.0M | Trimmed |
| 9 | MCO | MOODYS CORP | $309.6M | 4.39% | 709,634 | Trimmed |
| 10 | BDX | BECTON DICKINSON & CO | $304.9M | 4.32% | 1.9M | Trimmed |
| 11 | UNH | UNITEDHEALTH GROUP INC | $303.5M | 4.30% | 1.1M | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $303.1M | 4.29% | 818,886 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $301.4M | 4.27% | 1.0M | Trimmed |
| 14 | CME | CME GROUP INC | $300.4M | 4.26% | 1.0M | Trimmed |
| 15 | TXN | TEXAS INSTRS INC | $294.8M | 4.18% | 1.5M | New |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $287.2M | 4.07% | 849,740 | New |
| 17 | CRM | SALESFORCE INC | $282.5M | 4.00% | 1.5M | Trimmed |
| 18 | SYY | SYSCO CORP | $279.2M | 3.96% | 3.9M | Trimmed |
| 19 | CDW | CDW CORP | $278.6M | 3.95% | 2.3M | Trimmed |
| 20 | COO | COOPER COS INC | $273.3M | 3.87% | 3.8M | New |
| 21 | NKE | NIKE INC | $267.7M | 3.79% | 5.1M | Trimmed |
| 22 | FIS | FIDELITY NATL INFORMATION SV | $262.6M | 3.72% | 5.6M | Trimmed |
| 23 | FISV | FISERV INC | $162.0M | 2.29% | 2.9M | Trimmed |
| 24 | SPGI | S&P GLOBAL INC | $143.9M | 2.04% | 338,418 | Trimmed |
| 25 | MMC | MARSH & MCLENNAN COS INC | $140.5M | 1.99% | 810,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31