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Longview Partners (guernsey) Limited reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 13 August 2026, signed by David Farrelly, Compliance Officer. Retrieved 14 October 2026.

$6.16B
Reported 13F value
23
Positions
50.1%
In the 10 largest
−12.8%
Value vs. prior quarter

Longview Partners (guernsey) Limited’s reported 13F holdings total $6.16B across 23 positions as of 30 June 2026. The ten largest make up 50.1% of it, and its value fell 12.8% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $6.16B reported here is not the firm's $11.51B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

West Pharmaceutical Svsc Inc.COM$371,143,534
Class
COM
Share
6.0%
Unitedhealth Group Inc.COM$350,167,028
Class
COM
Share
5.7%
Taiwan Semiconductor ManufacSPONSORED ADS$337,221,728
Class
SPONSORED ADS
Share
5.5%
Texas Instrs Inc.COM$322,286,101
Class
COM
Share
5.2%
Alphabet Inc.CAP STK CL A$295,633,975
Class
CAP STK CL A
Share
4.8%
Iqvia Hldgs Inc.COM$289,976,847
Class
COM
Share
4.7%
American Express COCOM$287,308,197
Class
COM
Share
4.7%
Cooper Cos Inc.COM$282,537,902
Class
COM
Share
4.6%
Visa Inc.COM CL A$280,508,669
Class
COM CL A
Share
4.6%
Progressive Corp.COM$266,368,100
Class
COM
Share
4.3%
Thermo Fisher Scientific Inc.COM$265,608,495
Class
COM
Share
4.3%
Cdw Corp.COM$262,678,391
Class
COM
Share
4.3%
Booking Holdings Inc.COM$262,561,779
Class
COM
Share
4.3%
MSCI Inc.COM$259,696,148
Class
COM
Share
4.2%
Sysco Corp.COM$257,879,320
Class
COM
Share
4.2%
Becton Dickinson & COCOM$255,761,774
Class
COM
Share
4.2%
Aon PLCSHS CL A$255,061,318
Class
SHS CL A
Share
4.1%
Moodys Corp.COM$253,084,902
Class
COM
Share
4.1%
Fidelity Natl Information SVCOM$244,333,079
Class
COM
Share
4.0%
Microsoft Corp.COM$240,682,949
Class
COM
Share
3.9%
CME Group Inc.COM$221,202,319
Class
COM
Share
3.6%
Salesforce Inc.COM$186,852,455
Class
COM
Share
3.0%
S&P Global Inc.COM$108,868,336
Class
COM
Share
1.8%

The share class is shown on a wider screen.

The 23 largest of 23 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1426092
File number
028-12889
Options
0 call, 0 put
In the 25 largest
100.0%
Prior quarter
$7,058,047,343 at 31 March 2026
Positions opened
1
Positions closed
3

Common questions

What are Longview Partners (guernsey) Limited’s 13F holdings worth?

$6,157,423,346 across 23 positions for the quarter ended 30 June 2026.

What is Longview Partners (guernsey) Limited’s largest 13F holding?

WEST PHARMACEUTICAL SVSC INC (COM) was the largest position at $371,143,534, or 6.0% of reported 13F value, as of 30 June 2026.

How concentrated is Longview Partners (guernsey) Limited’s 13F portfolio?

The ten largest positions accounted for 50.1% of reported value and the twenty-five largest for 100.0%, across 23 positions as of 30 June 2026.

Does Form 13F show everything Longview Partners (guernsey) Limited manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Longview Partners (guernsey) Limited file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Longview Partners (guernsey) Limited profile

Sources

  1. Form 13F-HR, accession 0001426092-26-000003, filed 13 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001426092-26-000002, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Longview Partners (guernsey) Limited, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.