We are live on ! Find out more
LP

Longview Partners Portfolio holdings

AUM $7.06B
1-Year Est. Return 3.43%
This Fund
S&P 500
This Quarter Est. Return
+2.6%
1 Year Est. Return
-3.43%
3 Year Est. Return
+28.48%
5 Year Est. Return
+46.59%
10 Year Est. Return
+218.87%
AUM
$9.58B
AUM Growth
+$7.68M
Cap. Flow
-$67.5M
Cap. Flow %
-0.7%
Top 10 Hldgs %
49.73%
Holding
24
New
1
Increased
3
Reduced
19
Closed
1

Top Buys

1
CME icon
CME Group
CME
+$377M
2
WST icon
West Pharmaceutical
WST
+$213M
3
MSCI icon
MSCI
MSCI
+$7.47M
4
FISV
Fiserv Inc
FISV
+$753K

Top Sells

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$199M
2
HCA icon
HCA Healthcare
HCA
+$117M
3
BKNG icon
Booking.com
BKNG
+$47.7M
4
TMO icon
Thermo Fisher Scientific
TMO
+$30.1M
5
IQV icon
IQVIA
IQV
+$27.5M

Sector Composition

1 Financials 35.63%
2 Technology 24.17%
3 Healthcare 22.33%
4 Consumer Discretionary 8.84%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.23T
$504M 5.26%
1,608,744
-698,090
-30% -$199M
IQV icon
2
IQVIA
IQV
$34.4B
$501M 5.23%
2,220,424
-126,181
-5% -$27.5M
MCO icon
3
Moody's
MCO
$89.2B
$494M 5.16%
966,467
-51,727
-5% -$25.2M
TMO icon
4
Thermo Fisher Scientific
TMO
$198B
$493M 5.15%
850,276
-53,290
-6% -$30.1M
BKNG icon
5
Booking.com
BKNG
$141B
$488M 5.09%
2,276,725
-231,850
-9% -$47.7M
AXP icon
6
American Express
AXP
$242B
$483M 5.04%
1,304,665
-74,525
-5% -$26.7M
MSFT icon
7
Microsoft
MSFT
$2.93T
$478M 4.99%
988,547
-53,525
-5% -$26.8M
CRM icon
8
Salesforce
CRM
$140B
$446M 4.66%
1,684,059
-22,260
-1% -$5.53M
V icon
9
Visa
V
$682B
$444M 4.63%
1,265,151
-69,441
-5% -$23.7M
SPGI icon
10
S&P Global
SPGI
$133B
$433M 4.53%
829,280
-33,355
-4% -$16.5M
BDX icon
11
Becton Dickinson
BDX
$43.6B
$419M 4.38%
2,160,601
-110,882
-5% -$21.1M
MSCI icon
12
MSCI
MSCI
$45.8B
$415M 4.34%
723,812
+13,319
+2% +$7.47M
UNH icon
13
UnitedHealth
UNH
$387B
$414M 4.33%
1,254,749
-67,126
-5% -$22.7M
FIS icon
14
Fidelity National Information Services
FIS
$21.7B
$413M 4.32%
6,219,699
-333,050
-5% -$22M
ADBE icon
15
Adobe
ADBE
$94.3B
$411M 4.29%
1,172,945
-13,640
-1% -$4.64M
AON icon
16
Aon
AON
$78.4B
$390M 4.07%
1,105,784
-50,970
-4% -$17.8M
CME icon
17
CME Group
CME
$88.5B
$379M 3.95%
+1,386,768
New +$377M
MRSH
18
Marsh
MRSH
$87.8B
$374M 3.91%
2,017,195
-71,800
-3% -$13.4M
SYY icon
19
Sysco
SYY
$39.1B
$362M 3.78%
4,908,607
-84,630
-2% -$6.44M
NKE icon
20
Nike
NKE
$64.9B
$358M 3.74%
5,624,595
-112,380
-2% -$7.33M
CDW icon
21
CDW
CDW
$17B
$349M 3.64%
2,560,865
-26,492
-1% -$3.91M
WST icon
22
West Pharmaceutical
WST
$25.3B
$311M 3.25%
1,131,026
+778,887
+221% +$213M
FISV
23
Fiserv Inc
FISV
$27B
$218M 2.28%
3,245,810
+8,990
+0.3% +$753K
HCA icon
24
HCA Healthcare
HCA
$82.3B
– –
-274,609
Closed -$117M

Similar funds

IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
RPI
Railway Pension Investments London, United Kingdom $7.03B AUM 18.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
CWM
Circle Wealth Management Summit, New Jersey $7.02B AUM 19.32% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Longview Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Longview Partners held 24 positions worth $9.58B, up 0.08% from $9.57B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Longview Partners's Q4 2025 filing shows 1 new, 3 increased, 19 reduced and 1 closed positions. Its largest new stake was CME Group: 1,386,768 shares worth $379M. The largest sale was Alphabet (Google) Class A, an estimated $199M.

By sector, the portfolio is most concentrated in Financials at 36% of assets, up from 32% a quarter earlier, followed by Technology and Healthcare.

  • Longview Partners's largest Q4 2025 buy was CME Group: 1,386,768 shares worth $379M.
  • Longview Partners added most to West Pharmaceutical in Q4 2025, an estimated $213M increase.
  • Longview Partners's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $199M.
  • Longview Partners fully exited HCA Healthcare in Q4 2025, selling an estimated $117M.
  • Longview Partners's ten largest holdings make up 50% of its $9.58B portfolio in Q4 2025.
  • Longview Partners opened 1 new position and closed 1 in Q4 2025.
  • Longview Partners's portfolio value rose 0.08% quarter-over-quarter to $9.58B.

Based on Longview Partners's 13F filing for Q4 2025, filed 17 Feb 2026.