Longview Partners (Guernsey) Ltd Top Holdings and 13F Report (2025) About Longview Partners (Guernsey) LtdInvestment ActivityLongview Partners (Guernsey) Ltd has $12.43 billion in total holdings as of March 31, 2025.Longview Partners (Guernsey) Ltd owns shares of 25 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.77% of the portfolio was purchased this quarter.About 9.60% of the portfolio was sold this quarter.This quarter, Longview Partners (Guernsey) Ltd has purchased 24 new stocks and bought additional shares in 0 stocks.Longview Partners (Guernsey) Ltd sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Fiserv $621,684,591Moody's $616,535,373Booking $614,934,954TJX Companies $610,203,019Visa $609,494,098 Largest New Holdings this Quarter 79466L302 - Salesforce $467,943,894 Holding Largest Purchases this Quarter Salesforce 1,743,717 shares (about $467.94M) Largest Sales this Quarter Fiserv 855,767 shares (about $188.98M)American Express 693,833 shares (about $186.68M)Booking 20,402 shares (about $93.99M)Visa 260,842 shares (about $91.41M)TJX Companies 561,669 shares (about $68.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLongview Partners (Guernsey) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIFiserv$621,684,591$188,979,027 ▼-23.3%2,815,2185.0%Business ServicesMCOMoody's$616,535,373$39,577,130 ▼-6.0%1,323,9185.0%FinanceBKNGBooking$614,934,954$93,990,178 ▼-13.3%133,4814.9%Retail/WholesaleTJXTJX Companies$610,203,019$68,411,284 ▼-10.1%5,009,8774.9%Retail/WholesaleVVisa$609,494,098$91,414,687 ▼-13.0%1,739,1264.9%Business ServicesMMCMarsh & McLennan Companies$587,042,472$37,946,177 ▼-6.1%2,405,6164.7%FinanceHCAHCA Healthcare$573,087,073$35,266,833 ▼-5.8%1,658,4784.6%MedicalSPGIS&P Global$570,954,510$35,032,479 ▼-5.8%1,123,7054.6%Business ServicesORCLOracle$551,740,731$34,449,184 ▼-5.9%3,946,3614.4%Computer and TechnologyAONAON$551,279,380$34,637,021 ▼-5.9%1,381,3414.4%FinanceFISFidelity National Information Services$540,483,356$33,438,194 ▼-5.8%7,237,3244.3%Business ServicesMSFTMicrosoft$511,378,406$32,041,038 ▼-5.9%1,362,2594.1%Computer and TechnologyGOOGLAlphabet$499,480,087$31,729,035 ▼-6.0%3,229,9544.0%Computer and TechnologyUNHUnitedHealth Group$491,137,135$30,445,588 ▼-5.8%937,7324.0%MedicalAXPAmerican Express$484,305,605$186,675,769 ▼-27.8%1,800,0583.9%FinanceCRMSalesforce$467,943,894$467,943,894 ▲New Holding1,743,7173.8%Computer and TechnologyMDTMedtronic$467,050,046$29,499,241 ▼-5.9%5,197,5303.8%MedicalTMOThermo Fisher Scientific$454,898,456$28,173,614 ▼-5.8%914,1853.7%MedicalSYYSysco$445,016,015$27,322,064 ▼-5.8%5,930,3843.6%Consumer StaplesBDXBecton, Dickinson and Company$426,814,141$26,713,206 ▼-5.9%1,863,3293.4%MedicalADBEAdobe$412,097,232$25,773,600 ▼-5.9%1,074,4853.3%Computer and TechnologyCDWCDW$386,106,245$23,820,085 ▼-5.8%2,409,2493.1%Computer and TechnologyIQVIQVIA$357,585,059$21,890,818 ▼-5.8%2,028,2762.9%MedicalNKENIKE$290,752,493$17,892,409 ▼-5.8%4,580,2222.3%Consumer DiscretionaryDGDollar General$286,197,114$17,625,744 ▼-5.8%3,254,8292.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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