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Longview Partners (Guernsey) LTD

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13F filer, CIK 1426092, ST PETER PORT, Guernsey

Longview Partners (Guernsey) LTD reported $11,606,071,163 across 24 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 52.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005026

Period
2025-06-30
Reported value
$11.6B
Holdings
24
Top 10 weight
52.72%
New
1
Sold out
2

Part of the filer group Longview Partners (Guernsey) LTD

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHadded+278,350$86.8M
NKEadded+1,128,500$80.2M
IQVadded+260,438$41M
BDXadded+164,400$28.3M
MSCInew+22,727$13.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDTexited-5,197,530-$467M
DGexited-3,254,829-$286M
ORCLreduced-647,420-$142M
BKNGreduced-9,316-$53.9M
MSFTreduced-80,900-$40.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-005026, largest first. % of portfolio is the value over $11,606,071,163, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596,152 shares; 2024Q4: 4,192,761 shares; 2025Q1: 3,946,361 shares; 2025Q2: 3,298,941 shares 3,298,941$721M6.21%-647,420Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,997 shares; 2024Q4: 153,883 shares; 2025Q1: 133,481 shares; 2025Q2: 124,165 shares 124,165$719M6.19%-9,316Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510,194 shares; 2024Q4: 1,447,613 shares; 2025Q1: 1,362,259 shares; 2025Q2: 1,281,359 shares 1,281,359$637M5.49%-80,900Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469,867 shares; 2024Q4: 1,408,904 shares; 2025Q1: 1,323,918 shares; 2025Q2: 1,247,668 shares 1,247,668$626M5.39%-76,250Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835,333 shares; 2024Q4: 1,760,538 shares; 2025Q1: 1,658,478 shares; 2025Q2: 1,562,478 shares 1,562,478$599M5.16%-96,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087,476 shares; 2024Q4: 1,999,968 shares; 2025Q1: 1,739,126 shares; 2025Q2: 1,638,726 shares 1,638,726$582M5.01%-100,400Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,874,224 shares; 2024Q4: 5,571,546 shares; 2025Q1: 5,009,877 shares; 2025Q2: 4,699,577 shares 4,699,577$580M5%-310,300Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,020 shares; 2024Q4: 1,192,653 shares; 2025Q1: 1,123,705 shares; 2025Q2: 1,059,805 shares 1,059,805$559M4.81%-63,900Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,012,879 shares; 2024Q4: 7,685,077 shares; 2025Q1: 7,237,324 shares; 2025Q2: 6,817,224 shares 6,817,224$555M4.78%-420,100Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604,686 shares; 2024Q4: 2,493,891 shares; 2025Q1: 1,800,058 shares; 2025Q2: 1,693,958 shares 1,693,958$540M4.66%-106,100Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584,170 shares; 2024Q4: 3,435,134 shares; 2025Q1: 3,229,954 shares; 2025Q2: 3,037,654 shares 3,037,654$535M4.61%-192,300Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668,863 shares; 2024Q4: 2,561,114 shares; 2025Q1: 2,405,616 shares; 2025Q2: 2,269,216 shares 2,269,216$496M4.27%-136,400Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528,714 shares; 2024Q4: 1,468,131 shares; 2025Q1: 1,381,341 shares; 2025Q2: 1,307,961 shares 1,307,961$467M4.02%-73,380Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,087,895 shares; 2024Q4: 3,670,985 shares; 2025Q1: 2,815,218 shares; 2025Q2: 2,655,318 shares 2,655,318$458M3.94%-159,900Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743,717 shares; 2025Q2: 1,642,717 shares 1,642,717$448M3.86%-101,000Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,559,819 shares; 2024Q4: 6,294,484 shares; 2025Q1: 5,930,384 shares; 2025Q2: 5,601,384 shares 5,601,384$424M3.66%-329,000Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068,173 shares; 2024Q4: 4,862,081 shares; 2025Q1: 4,580,222 shares; 2025Q2: 5,708,722 shares 5,708,722$406M3.49%+1,128,500Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668,070 shares; 2024Q4: 2,557,883 shares; 2025Q1: 2,409,249 shares; 2025Q2: 2,267,149 shares 2,267,149$405M3.49%-142,100Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190,917 shares; 2024Q4: 1,141,686 shares; 2025Q1: 1,074,485 shares; 2025Q2: 1,020,335 shares 1,020,335$395M3.4%-54,150Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038,198 shares; 2024Q4: 995,862 shares; 2025Q1: 937,732 shares; 2025Q2: 1,216,082 shares 1,216,082$379M3.27%+278,350Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244,340 shares; 2024Q4: 2,152,444 shares; 2025Q1: 2,028,276 shares; 2025Q2: 2,288,714 shares 2,288,714$361M3.11%+260,438Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,067 shares; 2024Q4: 970,804 shares; 2025Q1: 914,185 shares; 2025Q2: 868,585 shares 868,585$352M3.03%-45,600Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063,208 shares; 2024Q4: 1,979,950 shares; 2025Q1: 1,863,329 shares; 2025Q2: 2,027,729 shares 2,027,729$349M3.01%+164,400Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,727 shares 22,727$13.1M0.11%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MDTMEDTRONIC PLC5,197,530$467Mshares
DGDOLLAR GEN CORP3,254,829$286Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005026 base2025-08-13acceptance time not in the bulk data set