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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 $9,575,962,963 across 23 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 49.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001426092-26-000001

Period
2025-12-31
Reported value
$9.58B
Holdings
23
Top 10 weight
49.73%
New
1
Sold out
1

Part of the filer group Longview Partners (Guernsey) LTD

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMEnew+1,386,768$379M
WSTadded+778,887$214M
MSCIadded+13,319$7.64M
FISVadded+8,990$604K

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
GOOGLreduced-698,090-$219M
HCAexited-274,609-$117M
BKNGreduced-9,274-$49.7M
TMOreduced-53,290-$30.9M
IQVreduced-126,181-$28.4M

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, Q4 2025

Share positions as resolved from 13F-HR 0001426092-26-000001, largest first. % of portfolio is the value over $9,575,962,963, 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; 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; 2025Q4: 1,608,744 shares 1,608,744$504M5.26%-698,090Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,220,424 shares 2,220,424$501M5.23%-126,181Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 966,467 shares 966,467$494M5.16%-51,727Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 850,276 shares 850,276$493M5.15%-53,290Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,997 shares; 2024Q4: 153,883 shares; 2025Q1: 133,481 shares; 2025Q2: 124,165 shares; 2025Q3: 100,343 shares; 2025Q4: 91,069 shares 91,069$488M5.09%-9,274Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,304,665 shares 1,304,665$483M5.04%-74,525Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 988,547 shares 988,547$478M4.99%-53,525Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,684,059 shares 1,684,059$446M4.66%-22,260Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,265,151 shares 1,265,151$444M4.63%-69,441Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 829,280 shares 829,280$433M4.53%-33,355Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,160,601 shares 2,160,601$419M4.38%-110,882Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,727 shares; 2025Q3: 710,493 shares; 2025Q4: 723,812 shares 723,812$415M4.34%+13,319Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,254,749 shares 1,254,749$414M4.33%-67,126Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,219,699 shares 6,219,699$413M4.32%-333,050Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,172,945 shares 1,172,945$411M4.29%-13,640Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,105,784 shares 1,105,784$390M4.07%-50,970Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386,768 shares 1,386,768$379M3.95%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,017,195 shares 2,017,195$374M3.91%-71,800Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,908,607 shares 4,908,607$362M3.78%-84,630Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,624,595 shares 5,624,595$358M3.74%-112,380Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,560,865 shares 2,560,865$349M3.64%-26,492Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352,139 shares; 2025Q4: 1,131,026 shares 1,131,026$311M3.25%+778,887Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,245,810 shares 3,245,810$218M2.28%+8,990Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HCAHCA HEALTHCARE INC274,609$117Mshares

How Q4 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 0001426092-26-000001 base2026-02-17acceptance time not in the bulk data set