Skip to content
Disclosery

Longview Partners (Guernsey) LTD

Follow

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

Longview Partners (Guernsey) LTD reported $7,058,047,343 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 45.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001426092-26-000002

Period
2026-03-31
Reported value
$7.06B
Holdings
25
Top 10 weight
45.02%
New
3
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
TXNnew+1,518,628$295M
TSMnew+849,740$287M
COOnew+3,823,062$273M
WSTadded+184,377$46.2M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADBEexited-1,172,945-$411M
MRSHreduced-1,206,887-$209M
SPGIreduced-490,862-$209M
GOOGLreduced-560,725-$161M
MCOreduced-256,833-$112M

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, Q1 2026

Share positions as resolved from 13F-HR 0001426092-26-000002, largest first. % of portfolio is the value over $7,058,047,343, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352,139 shares; 2025Q4: 1,131,026 shares; 2026Q1: 1,315,403 shares 1,315,403$330M4.67%+184,377Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 662,828 shares 662,828$326M4.62%-187,448Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,075,538 shares 1,075,538$325M4.61%-229,127Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,897,474 shares 1,897,474$324M4.58%-322,950Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,727 shares; 2025Q3: 710,493 shares; 2025Q4: 723,812 shares; 2026Q1: 587,264 shares 587,264$317M4.48%-136,548Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 976,263 shares 976,263$315M4.46%-129,521Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,430 shares 74,430$313M4.44%-16,639Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,036,806 shares 1,036,806$313M4.44%-228,345Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 709,634 shares 709,634$310M4.39%-256,833Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,939,236 shares 1,939,236$305M4.32%-221,365Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,121,661 shares 1,121,661$304M4.3%-133,088Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 818,886 shares 818,886$303M4.29%-169,661Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,048,019 shares 1,048,019$301M4.27%-560,725Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386,768 shares; 2026Q1: 1,016,950 shares 1,016,950$300M4.26%-369,818Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518,628 shares 1,518,628$295M4.18%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 849,740 shares 849,740$287M4.07%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,513,417 shares 1,513,417$283M4%-170,642Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,914,224 shares 3,914,224$279M3.96%-994,383Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,302,486 shares 2,302,486$279M3.95%-258,379Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,823,062 shares 3,823,062$273M3.87%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,067,578 shares 5,067,578$268M3.79%-557,017Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,597,178 shares 5,597,178$263M3.72%-622,521Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,902,523 shares 2,902,523$162M2.29%-343,287Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 338,418 shares 338,418$144M2.04%-490,862Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 810,308 shares 810,308$141M1.99%-1,206,887Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ADBEADOBE INC1,172,945$411Mshares

How Q1 2026 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 0001426092-26-000002 base2026-05-15acceptance time not in the bulk data set