SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Longview Partners (Guernsey) LTD

CIK 0001426092 · MILL COURT, LA CHARROTERIE, ST PETER PORT, Y7, GY1 6JG · 00441481712414

Reported Value
$12.4B
Q1 2025
Positions
25
Filings on Record
30
2019–present window
Filed
May 14, 2025
original filing

Summary

Longview Partners (Guernsey) Ltd reported $12.4B in U.S.-listed holdings across 25 positions for Q1 2025.

Its largest position, FISV, represents 5.0% of the portfolio.

Compared with Q4 2024, the fund opened 1 new position and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $18.8BQ4 ’18Q1 ’19: $19.0BQ2 ’19: $20.6BQ3 ’19: $21.5BQ4 ’19: $23.9BQ4 ’19Q1 ’20: $18.6BQ2 ’20: $21.1BQ3 ’20: $21.3BQ4 ’20: $20.6BQ4 ’20Q1 ’21: $18.8BQ2 ’21: $18.2BQ3 ’21: $15.9BQ4 ’21: $15.7BQ4 ’21Q1 ’22: $15.3BQ2 ’22: $13.1BQ3 ’22: $11.7BQ4 ’22: $12.6BQ4 ’22Q1 ’23: $14.2BQ2 ’23: $15.3BQ3 ’23: $14.1BQ4 ’23: $15.0BQ4 ’23Q1 ’24: $15.5BQ2 ’24: $13.5BQ3 ’24: $14.6BQ4 ’24: $13.4BQ4 ’24Q1 ’25: $12.4BQ2 ’25: $11.6BQ3 ’25: $9.6BQ4 ’25: $9.6BQ4 ’25Q1 ’26: $7.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 91.8%Other: 8.2%
  • Common Stock · 91.8% · $11.4B
  • Other · 8.2% · $1.0B

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CRMSALESFORCE INCNEW+1.74M1.74M+$468M$468M
AXPAMERICAN EXPRESS COTRIMMED−693.8K1.80M−$256M$484M
FISVFISERV INCTRIMMED−855.8K2.82M−$132M$622M
BKNGBOOKING HOLDINGS INCTRIMMED−20.4K133.5K−$150M$615M
VVISA INCTRIMMED−260.8K1.74M−$23M$609M
TJXTJX COS INC NEWTRIMMED−561.7K5.01M−$63M$610M
MRSHMARSH & MCLENNAN COS INCTRIMMED−155.5K2.41M+$43M$587M
DUTMOODYS CORPTRIMMED−85.0K1.32M−$50M$617M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

25 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1FISVFISERV INCCOM5.00%$622M2.82M
2DUTMOODYS CORPCOM4.96%$617M1.32M
3BKNGBOOKING HOLDINGS INCCOM4.95%$615M133.5K
4TJXTJX COS INC NEWCOM4.91%$610M5.01M
5VVISA INCCOM CL A4.90%$609M1.74M
6MRSHMARSH & MCLENNAN COS INCCOM4.72%$587M2.41M
7HCAHCA HEALTHCARE INCCOM4.61%$573M1.66M
8SPGIS&P GLOBAL INCCOM4.59%$571M1.12M
9ORCLORACLE CORPCOM4.44%$552M3.95M
10AON PLCSHS CL A4.44%$551M1.38M
11FISFIDELITY NATL INFORMATION SVCOM4.35%$540M7.24M
12MSFTMICROSOFT CORPCOM4.11%$511M1.36M
13GOOGLALPHABET INCCAP STK CL A4.02%$499M3.23M
14UNHUNITEDHEALTH GROUP INCCOM3.95%$491M937.7K
15AXPAMERICAN EXPRESS COCOM3.90%$484M1.80M
16CRMSALESFORCE INCCOM3.77%$468M1.74M
17MEDTRONIC PLCSHS3.76%$467M5.20M
18TMOTHERMO FISHER SCIENTIFIC INCCOM3.66%$455M914.2K
19SYYSYSCO CORPCOM3.58%$445M5.93M
20BDXBECTON DICKINSON & COCOM3.43%$427M1.86M
21ADBEADOBE INCCOM3.32%$412M1.07M
22CDWCDW CORPCOM3.11%$386M2.41M
23IQVIQVIA HLDGS INCCOM2.88%$358M2.03M
24NKENIKE INCCL B2.34%$291M4.58M
25DGDOLLAR GEN CORP NEWCOM2.30%$286M3.25M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$7.1B25May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.6B23Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$9.6B23Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$11.6B24Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$12.4B25May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$13.4B24Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$14.6B24Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$13.5B24Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$15.5B24May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$15.0B25Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$14.1B25Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$15.3B26Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$14.2B25May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$12.6B26Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$11.7B27Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$13.1B25Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$15.3B26May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$15.7B25Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$15.9B24Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$18.2B25Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$18.8B26May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$20.6B25Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$21.3B24Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$21.1B26Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$18.6B25May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$23.9B24Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$21.5B23Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$20.6B22Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$19.0B25May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$18.8B27Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Longview Partners LLP028-12890

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.