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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 $9,568,286,933 across 23 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 50.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001426092-25-000002

Period
2025-09-30
Reported value
$9.57B
Holdings
23
Top 10 weight
50.31%
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
MSCIadded+687,766$390M
WSTnew+352,139$92.4M
FISVadded+581,502$75M
ADBEadded+166,250$58.6M
CDWadded+320,208$51M

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
ORCLexited-3,298,941-$721M
TJXexited-4,699,577-$580M
HCAreduced-1,287,869-$549M
GOOGLreduced-730,820-$178M
BKNGreduced-23,822-$129M

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, Q3 2025

Share positions as resolved from 13F-HR 0001426092-25-000002, largest first. % of portfolio is the value over $9,568,286,933, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,306,834 shares 2,306,834$561M5.86%-730,820Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,997 shares; 2024Q4: 153,883 shares; 2025Q1: 133,481 shares; 2025Q2: 124,165 shares; 2025Q3: 100,343 shares 100,343$542M5.66%-23,822Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,042,072 shares 1,042,072$540M5.64%-239,287Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,018,194 shares 1,018,194$485M5.07%-229,474Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,379,190 shares 1,379,190$458M4.79%-314,768Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038,198 shares; 2024Q4: 995,862 shares; 2025Q1: 937,732 shares; 2025Q2: 1,216,082 shares; 2025Q3: 1,321,875 shares 1,321,875$456M4.77%+105,793Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,334,592 shares 1,334,592$456M4.76%-304,134Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,346,605 shares 2,346,605$446M4.66%+57,891Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,067 shares; 2024Q4: 970,804 shares; 2025Q1: 914,185 shares; 2025Q2: 868,585 shares; 2025Q3: 903,566 shares 903,566$438M4.58%+34,981Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,552,749 shares 6,552,749$432M4.52%-264,475Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,271,483 shares 2,271,483$425M4.44%+243,754Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,088,995 shares 2,088,995$421M4.4%-180,221Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 862,635 shares 862,635$420M4.39%-197,170Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,186,585 shares 1,186,585$419M4.37%+166,250Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,236,820 shares 3,236,820$417M4.36%+581,502Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,156,754 shares 1,156,754$412M4.31%-151,207Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,587,357 shares 2,587,357$412M4.31%+320,208Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,993,237 shares 4,993,237$411M4.3%-608,147Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743,717 shares; 2025Q2: 1,642,717 shares; 2025Q3: 1,706,319 shares 1,706,319$404M4.23%+63,602Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,727 shares; 2025Q3: 710,493 shares 710,493$403M4.21%+687,766Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,736,975 shares 5,736,975$400M4.18%+28,253Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 274,609 shares 274,609$117M1.22%-1,287,869Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352,139 shares 352,139$92.4M0.97%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ORCLORACLE CORP3,298,941$721Mshares
TJXTJX COS INC NEW4,699,577$580Mshares

How Q3 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 0001426092-25-000002 base2025-11-13acceptance time not in the bulk data set