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CIK: 0001426092
Total reported value
$6.2B
$6.2B
24 檔
59.6%
At the close of Q3 2024, Longview Partners disclosed equity holdings valued at approximately $6.2B, spread across 24 reported holdings.
In Q3 2024, Longview Partners displayed an active expansion posture, initiating 0 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ORCL, HCA, FISV) accounted for 59.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 5.37% | — | -0.37% | |
| 2 | HCA | Hca Healthcare Inc | Stock-Healthcare | 5.12% | — | +0.15% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 5.04% | -2.29% | EXIT | |
| 4 | AXP | American Express Co | Stock-Financials | 4.85% | +0.06% | +0.00% | |
| 5 | MCO | Moody's CORP | Stock-Financials | 4.79% | -0.28% | +0.02% | |
| 6 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.77% | -0.18% | -0.50% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.74% | — | -0.12% | |
| 8 | FIS | Fidelity National Info Serv | Stock-Tech | 4.60% | +0.25% | +0.27% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.46% | -0.38% | -0.54% | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 4.41% | -0.27% | +0.60% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.29% | -0.31% | +0.83% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 4.23% | — | -0.32% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.16% | +1.39% | +0.70% | |
| 14 | CDW | Cdw Corp/de | Stock-Tech | 4.14% | +0.32% | +0.39% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.08% | -1.99% | EXIT | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.08% | +0.53% | -0.55% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 3.94% | +0.12% | +0.57% | |
| 18 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 3.65% | +0.13% | +0.76% | |
| 19 | AON | Aon plc | Stock-Financials | 3.63% | -0.32% | +0.53% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 3.60% | — | -1.00% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 3.51% | +0.23% | +0.94% | |
| 22 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.41% | -0.17% | +0.81% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.07% | -3.79% | EXIT | |
| 24 | DG | Dollar General CORP | Stock-Consumer Staples | 2.07% | — | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare Inc | +0.8% | +0.15% | Add |
| 2 | ORCL | Oracle CORP | +0.5% | -0.37% | Trim |
| 3 | FISV | Fiserv Inc | +0.5% | +0.18% | Add |
| 4 | AXP | American Express Co | +0.4% | +0.00% | Add |
| 5 | SPGI | S&p Global Inc | +0.3% | +0.60% | Add |
| 6 | AON | Aon plc | +0.3% | +0.53% | Add |
| 7 | NKE | Nike Inc -cl B | +0.3% | +1.29% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +0.70% | Add |
| 9 | MCO | Moody's CORP | +0.2% | +0.02% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +0.83% | Add |
| 11 | MDT | Medtronic plc | +0.2% | -1.00% | Trim |
| 12 | IQV | Iqvia Holdings Inc | +0.2% | +0.76% | Add |
| 13 | FIS | Fidelity National Info Serv | +0.1% | +0.27% | Add |
| 14 | SYY | Sysco CORP | +0.1% | +0.94% | Add |
| 15 | TJX | Tjx Companies Inc | -0.1% | -0.12% | Trim |
| 16 | MRSH | Marsh & Mclennan Cos | -0.1% | +0.54% | Add |
| 17 | BKNG | Booking Holdings Inc | -0.1% | -0.50% | Trim |
| 18 | V | Visa Inc-class A Shares | -0.1% | +0.57% | Add |
| 19 | BDX | Becton Dickinson And Co | -0.1% | +0.81% | Add |
| 20 | CDW | Cdw Corp/de | -0.3% | +0.39% | Add |
| 21 | MSFT | Microsoft CORP | -0.6% | -0.54% | Trim |
| 22 | ADBE | Adobe Inc | -0.7% | -0.32% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.55% | Trim |
| 24 | DG | Dollar General CORP | -1.4% | +0.16% | Add |
According to official SEC Form 13F filings, Longview Partners reported a total U.S. public equity portfolio value of $6.2B across 24 disclosed positions in Q3 2024.
During Q3 2024, Longview Partners's top holdings by market value included ORCL (5.4%)、HCA (5.1%)、FISV (5.0%). The largest single position, ORCL, represented 5.4% of total portfolio value.
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Top Position Liquidated / Trimmed
MSFT
前期市值: $678.6M
In Q3 2024, Longview Partners made 24 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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