Longview Partners (Guernsey) LTD

ST PETER PORT, Y7 · CIK 1426092 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2007 · corporation

Assets managed$11.5bn
Staff7
Main clients (by assets)Private funds 51%, State and local governments 20%, Sovereign wealth funds 18%
Main officeSt. Peter Port
Websitelongview-partners.com
Form ADV · 2026-08-25SEC adviser record

Legal entityLONGVIEW PARTNERS (GUERNSEY) LIMITED (GG)

Other 13F filers in this group: Longview Partners LLP files a notice

KindFCA fund manager
Others nearbyLondon
FamilyLongview Partners (Guernsey) LTD · 2 related pages

As an employer

Offices in1 country

In the UK

FCA-authorised companies1
Manages investmentsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
LONGVIEW PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, advises, deals	London			Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$6.2bn reported value -12.8% vs Q1 2026

23positions

50.1%in top 10

1 new 2 added 20 reduced 3 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Longview Partners LLP – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WEST PHARMACEUTICAL SVSC INC COM WST	WST	1,033,826	$371.1m6.03%	6.03%	Reduced -281.6k	-281,577 -21.4%
2	UNITEDHEALTH GROUP INC COM UNH	UNH	842,497	$350.2m5.69%	5.69%	Reduced -279.2k	-279,164 -24.9%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	706,120	$337.2m5.48%	5.48%	Reduced -143.6k	-143,620 -16.9%
4	TEXAS INSTRS INC COM TXN	TXN	1,081,243	$322.3m5.23%	5.23%	Reduced -437.4k	-437,385 -28.8%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	827,249	$295.6m4.80%	4.80%	Reduced -220.8k	-220,770 -21.1%
6	IQVIA HLDGS INC COM IQV	IQV	1,500,760	$290.0m4.71%	4.71%	Reduced -396.7k	-396,714 -20.9%
7	AMERICAN EXPRESS CO COM AXP	AXP	849,396	$287.3m4.67%	4.67%	Reduced -226.1k	-226,142 -21.0%
8	COOPER COS INC COM COO	COO	3,940,007	$282.5m4.59%	4.59%	Added +116.9k	+116,945 3.1%
9	VISA INC COM CL A V	V	817,595	$280.5m4.56%	4.56%	Reduced -219.2k	-219,211 -21.1%
10	PROGRESSIVE CORP COM PGR	PGR	1,219,355	$266.4m4.33%	4.33%	New
11	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	529,776	$265.6m4.31%	4.31%	Reduced -133.1k	-133,052 -20.1%
12	CDW CORP COM CDW	CDW	1,867,736	$262.7m4.27%	4.27%	Reduced -434.8k	-434,750 -18.9%
13	BOOKING HOLDINGS INC COM BKNG	BKNG	1,473,080	$262.6m4.26%	4.26%	Reduced -387.7k	-387,670 -20.8%
14	MSCI INC COM MSCI	MSCI	463,710	$259.7m4.22%	4.22%	Reduced -123.6k	-123,554 -21.0%
15	SYSCO CORP COM SYY	SYY	3,085,419	$257.9m4.19%	4.19%	Reduced -828.8k	-828,805 -21.2%
16	BECTON DICKINSON & CO COM BDX	BDX	1,690,093	$255.8m4.15%	4.15%	Reduced -249.1k	-249,143 -12.8%
17	AON PLC SHS CL A AON	AON	768,975	$255.1m4.14%	4.14%	Reduced -207.3k	-207,288 -21.2%
18	MOODYS CORP COM MCO	MCO	558,785	$253.1m4.11%	4.11%	Reduced -150.8k	-150,849 -21.3%
19	FIDELITY NATL INFORMATION SV COM FIS	FIS	6,284,287	$244.3m3.97%	3.97%	Added +687.1k	+687,109 12.3%
20	MICROSOFT CORP COM MSFT	MSFT	645,228	$240.7m3.91%	3.91%	Reduced -173.7k	-173,658 -21.2%
21	CME GROUP INC COM CME	CME	1,001,686	$221.2m3.59%	3.59%	Reduced -15.3k	-15,264 -1.5%
22	SALESFORCE INC COM CRM	CRM	1,192,726	$186.9m3.03%	3.03%	Reduced -320.7k	-320,691 -21.2%
23	S&P GLOBAL INC COM SPGI	SPGI	267,319	$108.9m1.77%	1.77%	Reduced -71.1k	-71,099 -21.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NIKE INC NKE	NKE	5,067,578	$267.7m5.1m shares
FISERV INC FISV	FISV	2,902,523	$162.0m2.9m shares
MARSH & MCLENNAN COS INC MRSH	MRSH	810,308	$140.5m810.3k shares