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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 $6,157,423,346 across 23 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 50.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001426092-26-000003

Period
2026-06-30
Reported value
$6.16B
Holdings
23
Top 10 weight
50.07%
New
1
Sold out
3

Part of the filer group Longview Partners (Guernsey) LTD

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PGRnew+1,219,355$266M
BKNGadded+1,398,650$249M
FISadded+687,109$26.7M
COOadded+116,945$8.39M

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
NKEexited-5,067,578-$268M
FISVexited-2,902,523-$162M
MRSHexited-810,308-$141M
TXNreduced-437,385-$130M
UNHreduced-279,164-$116M

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 2026

Share positions as resolved from 13F-HR 0001426092-26-000003, largest first. % of portfolio is the value over $6,157,423,346, 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; 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; 2026Q2: 1,033,826 shares 1,033,826$371M6.03%-281,577Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 842,497 shares 842,497$350M5.69%-279,164Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 849,740 shares; 2026Q2: 706,120 shares 706,120$337M5.48%-143,620Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518,628 shares; 2026Q2: 1,081,243 shares 1,081,243$322M5.23%-437,385Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 827,249 shares 827,249$296M4.8%-220,770Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,500,760 shares 1,500,760$290M4.71%-396,714Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 849,396 shares 849,396$287M4.67%-226,142Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,823,062 shares; 2026Q2: 3,940,007 shares 3,940,007$283M4.59%+116,945Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 817,595 shares 817,595$281M4.56%-219,211Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,219,355 shares 1,219,355$266M4.33%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 529,776 shares 529,776$266M4.31%-133,052Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,867,736 shares 1,867,736$263M4.27%-434,750Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,473,080 shares 1,473,080$263M4.26%+1,398,650Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 463,710 shares 463,710$260M4.22%-123,554Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,085,419 shares 3,085,419$258M4.19%-828,805Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,690,093 shares 1,690,093$256M4.15%-249,143Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 768,975 shares 768,975$255M4.14%-207,288Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 558,785 shares 558,785$253M4.11%-150,849Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,284,287 shares 6,284,287$244M3.97%+687,109Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 645,228 shares 645,228$241M3.91%-173,658Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,001,686 shares 1,001,686$221M3.59%-15,264Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,192,726 shares 1,192,726$187M3.03%-320,691Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 267,319 shares 267,319$109M1.77%-71,099Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NKENIKE INC5,067,578$268Mshares
FISVFISERV INC2,902,523$162Mshares
MRSHMARSH & MCLENNAN COS INC810,308$141Mshares

How Q2 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 0001426092-26-000003 base2026-08-13acceptance time not in the bulk data set