Bessemer Group Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 13, 2024), Bessemer Group Inc. reported 2,037 stock positions worth $55.3 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Nvidia (NVDA, 4.0%) and Apple (AAPL, 3.7%). Compared with Q4 2023, it opened 110 new positions, sold out of 216, added to 729 and reduced 697. The biggest buy was Meta Platforms Class A (META, shares +4%) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- WOODBRIDGE, NJ
- CIK
- 0001054074
- Portfolio Value
- $55.3B (Q1 2024)
- SEC Filing
- 0000893838-24-000052 ↗ filed Aug 13, 2024
Holdings Value
Holdings 2,037 stocks · $55.3B
| MSFT Microsoft Corp. | 6.03% | 7,930,923 | $3.3B | Reduce -3.0% |
| NVDA Nvidia Corp. | 3.96% | 2,425,905 | $2.2B | Reduce -3.0% |
| AAPL Apple Inc. | 3.68% | 11,888,413 | $2.0B | Reduce -6.5% |
| AMZN Amazon.com Inc. | 3.36% | 10,318,638 | $1.9B | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 2.81% | 10,194,364 | $1.6B | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 2.28% | 2,599,962 | $1.3B | Add +3.7% |
| JPM JPMorgan Chase & Co. | 2.16% | 5,963,807 | $1.2B | Reduce -3.9% |
| V Visa Inc. Class A | 1.95% | 3,866,384 | $1.1B | Reduce -7.6% |
| UNH Unitedhealth Group Inc. | 1.52% | 1,701,177 | $841.6M | Add +14.6% |
| AVGO Broadcom Inc. | 1.46% | 610,522 | $809.2M | Reduce -6.2% |
| ORCL Oracle Corp. | 1.20% | 5,275,222 | $662.6M | Reduce -27.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.10% | 16,032,506 | $608.0M | Reduce -0.8% |
| CCL Carnival Corp. | 1.08% | 36,649,462 | $598.9M | Add +0.0% |
| CVX Chevron Corp. | 1.06% | 3,713,407 | $585.8M | Reduce -9.0% |
| IVV iShares Core S&P 500 ETF | 1.05% | 1,104,410 | $580.6M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.04% | 788,874 | $578.0M | Reduce -11.1% |
| COR Cencora Inc. | 1.01% | 2,289,169 | $556.2M | Reduce -27.3% |
| FISV Fiserv Inc. | 0.94% | 3,251,722 | $519.7M | Add +67.2% |
| LOW Lowe's Cos Inc. | 0.90% | 1,948,854 | $496.4M | Reduce -3.9% |
| MSI Motorola Solutions Inc. | 0.90% | 1,397,480 | $496.1M | Reduce -14.5% |
| TMO Thermo Fisher Scientific Inc. | 0.88% | 835,319 | $485.5M | Reduce -1.8% |
| NEE Nextera Energy Inc. | 0.87% | 7,554,674 | $482.8M | Reduce -1.2% |
| WMT Walmart Inc. | 0.82% | 7,575,198 | $455.8M | Reduce -1.4% |
| BX Blackstone Inc. | 0.82% | 3,459,044 | $454.4M | Reduce -5.0% |
| ETN Eaton Corp. PLC | 0.82% | 1,447,642 | $452.6M | Reduce -2.8% |
| SPGI S&P Global Inc. | 0.80% | 1,042,543 | $443.5M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 0.74% | 847,020 | $407.2M | Reduce -0.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.70% | 7,039,560 | $385.8M | Add +12.1% |
| CP Canadian Pacific Kansas City | 0.70% | 4,370,948 | $385.4M | Reduce -2.5% |
| ICE Intercontinental Exchange Inc. | 0.69% | 2,795,043 | $384.1M | Add +0.7% |
| DHR Danaher Corp. | 0.67% | 1,492,746 | $372.8M | Reduce -15.7% |
| AZO AutoZone Inc. | 0.67% | 117,891 | $371.6M | Add +106.7% |
| TRU Transunion | 0.66% | 4,566,864 | $364.4M | Add +2.3% |
| NOC Northrop Grumman Corp. | 0.65% | 755,930 | $361.8M | Reduce -2.5% |
| MELI MercadoLibre Inc. | 0.61% | 224,035 | $338.7M | Reduce -5.9% |
| MA Mastercard Inc. Class A | 0.60% | 691,158 | $332.8M | Reduce -6.2% |
| COP Conocophillips | 0.60% | 2,599,053 | $330.8M | Add +17.8% |
| HWM Howmet Aerospace Inc. | 0.58% | 4,719,795 | $323.0M | Reduce -34.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 764,827 | $321.6M | Reduce -3.9% |
| IQV Iqvia Holdings Inc. | 0.58% | 1,262,889 | $319.4M | Reduce -0.0% |
| PLD Prologis Inc. | 0.57% | 2,404,789 | $313.2M | Add +1.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.54% | 1,404,774 | $299.7M | Add +0.7% |
| TTWO Take-Two Interactive Softwre | 0.54% | 2,003,052 | $297.4M | Add +14.6% |
| CRH CRH PLC | 0.54% | 3,431,941 | $296.0M | Add +83.7% |
| IT Gartner Inc. | 0.53% | 609,945 | $290.7M | Add +1.3% |
| CPRT Copart Inc. | 0.51% | 4,895,169 | $283.5M | Reduce -25.4% |
| ORLY O'reilly Automotive Inc. | 0.50% | 245,264 | $276.9M | Reduce -8.0% |
| MRVL Marvell Technology Inc. | 0.48% | 3,739,098 | $265.0M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.46% | 1,927,025 | $254.3M | Add +17.4% |
| LIN Linde PLC | 0.46% | 543,561 | $252.4M | Reduce -5.2% |
| NICE Nice Ltd. - Spon ADR | 0.45% | 965,400 | $251.6M | Add +2.1% |
| ICLR Icon PLC | 0.45% | 737,235 | $247.7M | Add +60.6% |
| PWR Quanta Services Inc. | 0.44% | 934,991 | $242.9M | Reduce -8.3% |
| ABBV Abbvie Inc. | 0.44% | 1,328,457 | $241.9M | Reduce -3.8% |
| USFD US Foods Holding Corp. | 0.43% | 4,454,515 | $240.4M | Add +1.7% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.43% | 3,118,913 | $235.9M | Add +1.8% |
| CMG Chipotle Mexican Grill Inc. | 0.41% | 78,250 | $227.5M | Reduce -21.2% |
| BKNG Booking Holdings Inc. | 0.41% | 62,610 | $227.1M | Add +4565.4% |
| LLY Eli Lilly & Co. | 0.41% | 289,228 | $225.0M | Reduce -4.0% |
| FTNT Fortinet Inc. | 0.41% | 3,284,203 | $224.3M | Add +102.5% |
| CSL Carlisle Cos Inc. | 0.40% | 567,454 | $222.4M | Reduce -10.9% |
| QCOM Qualcomm Inc. | 0.39% | 1,287,425 | $218.0M | Add +31.5% |
| EFX Equifax Inc. | 0.39% | 813,670 | $217.7M | Reduce -13.2% |
| STE Steris PLC | 0.39% | 960,219 | $215.9M | Add +1.8% |
| KLAC KLA Corp. | 0.39% | 308,673 | $215.6M | Reduce -6.8% |
| PCG P G & E Corp. | 0.39% | 12,802,815 | $214.6M | Reduce -8.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.39% | 854,537 | $213.7M | Reduce -8.8% |
| AEE Ameren Corporation | 0.38% | 2,877,721 | $212.8M | Add +0.8% |
| CDW CDW Corp. | 0.38% | 824,047 | $210.8M | Add +1.9% |
| OIH Vaneck Oil Services ETF | 0.38% | 621,350 | $209.0M | No change |
| XLV SS Health Care Select Sector | 0.38% | 1,411,073 | $208.5M | Reduce -50.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.37% | 1,759,466 | $205.6M | Add +21.8% |
| CLH Clean Harbors Inc. | 0.37% | 1,013,449 | $204.0M | Add +1.2% |
| COO The Cooper Cos Inc. | 0.37% | 2,000,910 | $203.0M | Add +1.3% |
| ELV Elevance Health Inc. | 0.37% | 390,646 | $202.6M | Reduce -6.0% |
| SHW The Sherwin-Williams Co. | 0.36% | 574,099 | $199.4M | Reduce -28.8% |
| TW Tradeweb Markets Inc. Class A | 0.36% | 1,911,187 | $199.1M | Add +1.2% |
| WSC Willscot Holdings Corp. | 0.36% | 4,245,829 | $197.4M | Add +3.2% |
| SAIA Saia Inc. | 0.35% | 334,773 | $195.8M | Reduce -3.5% |
| HD Home Depot Inc. | 0.35% | 497,819 | $191.0M | Reduce -0.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.34% | 193,659 | $187.9M | Reduce -18.8% |
| MCK McKesson Corp. | 0.34% | 349,395 | $187.6M | Add +3621.7% |
| ULTA Ulta Beauty Inc. | 0.34% | 357,503 | $186.9M | Add +1.2% |
| EWJ iShares MSCI Japan ETF | 0.34% | 2,614,424 | $186.5M | Reduce -8.9% |
| EMB iShares JP Morgan Usd Emergi | 0.33% | 2,033,197 | $182.3M | Add +16.1% |
| NDAQ Nasdaq Inc. | 0.33% | 2,878,115 | $181.6M | Add +26.4% |
| AVTR Avantor Inc. | 0.33% | 7,099,848 | $181.5M | Add +4.4% |
| KEYS Keysight Technologies Inc. | 0.32% | 1,141,274 | $178.5M | Add +3.8% |
| BAH Booz Allen Hamilton Holdings | 0.32% | 1,178,784 | $175.0M | Add +1.9% |
| WEX Wex Inc. | 0.32% | 735,313 | $174.7M | Add +0.6% |
| JBL Jabil Inc. | 0.31% | 1,276,660 | $171.0M | Reduce -7.3% |
| GOOGL Alphabet Inc. Class A | 0.31% | 1,126,633 | $170.0M | Add +4.9% |
| URI United Rentals Inc. | 0.31% | 235,151 | $169.6M | Reduce -8.9% |
| A Agilent Technologies Inc. | 0.30% | 1,158,293 | $168.5M | Reduce -5.2% |
| XOM Exxon Mobil Corp. | 0.30% | 1,444,210 | $167.9M | Reduce -3.8% |
| VZ Verizon Communications Inc. | 0.30% | 3,929,920 | $164.9M | Add +13.2% |
| UNP Union Pacific Corp. | 0.30% | 667,997 | $164.3M | Add +13.6% |
| PM Philip Morris International | 0.30% | 1,782,007 | $163.3M | Reduce -6.0% |
| HON Honeywell International Inc. | 0.29% | 792,137 | $162.6M | Add +13.8% |
| CDNS Cadence Design SYS Inc. | 0.29% | 515,464 | $160.5M | Reduce -25.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $4.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 3,787 | $4.6M | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 23 | $1K | Add +1050.0% |
Total filed on the 13F, all lines: $55.3B.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -6.5% | 3.68% | −1.09 |
| XLV SS Health Care Select Sector | Reduce -50.7% | 0.38% | −0.38 |
| VMC Vulcan Materials Co. | Reduce -98.7% | 0.01% | −0.37 |
| GNR State Street SPDR S&P Global | Reduce -70.8% | 0.13% | −0.33 |
| AON Aon PLC Class A | Reduce -96.2% | 0.01% | −0.31 |
| ORCL Oracle Corp. | Reduce -27.4% | 1.20% | −0.30 |
| PANW Palo Alto Networks Inc. | Reduce -94.8% | 0.01% | −0.29 |
| PXD Pioneer Natural Resources Co. | Reduce -98.8% | 0.00% | −0.28 |
| COR Cencora Inc. | Reduce -27.3% | 1.01% | −0.26 |
| XLP SS Consumer Staples Sel Sect | Reduce -96.2% | 0.01% | −0.19 |
| TEL Te Connectivity Ltd. | Reduce -56.7% | 0.13% | −0.18 |
| HWM Howmet Aerospace Inc. | Reduce -34.6% | 0.58% | −0.18 |
| V Visa Inc. Class A | Reduce -7.6% | 1.95% | −0.17 |
| ZTS Zoetis Inc. | Reduce -90.7% | 0.01% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -40.8% | 0.23% | −0.15 |
| LMT Lockheed Martin Corp. | Reduce -83.1% | 0.03% | −0.14 |
| SPGI S&P Global Inc. | Reduce -4.0% | 0.80% | −0.13 |
| SHW The Sherwin-Williams Co. | Reduce -28.8% | 0.36% | −0.13 |
| CVX Chevron Corp. | Reduce -9.0% | 1.06% | −0.13 |
| DHR Danaher Corp. | Reduce -15.7% | 0.67% | −0.12 |
| EXPE Expedia Group Inc. | Reduce -16.0% | 0.29% | −0.12 |
| MELI MercadoLibre Inc. | Reduce -5.9% | 0.61% | −0.12 |
| CPRT Copart Inc. | Reduce -25.4% | 0.51% | −0.11 |
| BX Blackstone Inc. | Reduce -5.0% | 0.82% | −0.11 |
| PCG P G & E Corp. | Reduce -8.7% | 0.39% | −0.10 |
| FNV Franco-Nevada Corp. | Reduce -99.5% | 0.00% | −0.10 |
| MSI Motorola Solutions Inc. | Reduce -14.5% | 0.90% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -30.6% | 0.13% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -11.1% | 1.04% | −0.10 |
| ITW Illinois Tool Works | Reduce -35.8% | 0.13% | −0.08 |
| KVUE Kenvue Inc. | Reduce -42.8% | 0.09% | −0.08 |
| DGX Quest Diagnostics Inc. | Reduce -26.5% | 0.16% | −0.08 |
| DXCM Dexcom Inc. | Reduce -28.0% | 0.24% | −0.08 |
| CDNS Cadence Design SYS Inc. | Reduce -25.8% | 0.29% | −0.08 |
| ACWI iShares MSCI Acwi ETF | Reduce -46.1% | 0.09% | −0.07 |
| NOW ServiceNow Inc. | Reduce -20.3% | 0.28% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -36.3% | 0.10% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -86.4% | 0.01% | −0.07 |
| VXF Vanguard Extended Market ETF | Reduce -66.9% | 0.03% | −0.06 |
| LECO Lincoln Electric Holdings | Reduce -33.4% | 0.17% | −0.06 |
| EFX Equifax Inc. | Reduce -13.2% | 0.39% | −0.06 |
| ROST Ross Stores Inc. | Reduce -36.6% | 0.10% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -2.5% | 0.65% | −0.05 |
| PM Philip Morris International | Reduce -6.0% | 0.30% | −0.05 |
| TEAM Atlassian Corp. Class A | Reduce -10.4% | 0.11% | −0.05 |
| AOS Smith (a.o.) Corp. | Reduce -28.5% | 0.13% | −0.05 |
| NET Cloudflare Inc. Class A | Reduce -37.1% | 0.10% | −0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -94.3% | 0.00% | −0.05 |
| SNOW Snowflake Inc. | Reduce -10.6% | 0.10% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -59.1% | 0.03% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +3.7% | 2.28% | +0.55 |
| FISV Fiserv Inc. | Add +67.2% | 0.94% | +0.44 |
| BKNG Booking Holdings Inc. | Add +4565.4% | 0.41% | +0.40 |
| AZO AutoZone Inc. | Add +106.7% | 0.67% | +0.38 |
| MCK McKesson Corp. | Add +3621.7% | 0.34% | +0.33 |
| CRH CRH PLC | Add +83.7% | 0.54% | +0.28 |
| IDEV iShares Core MSCI Dev MKTS | Add +2953.3% | 0.26% | +0.25 |
| CNM Core & Main Inc. Class A | Add +915.9% | 0.27% | +0.25 |
| FTNT Fortinet Inc. | Add +102.5% | 0.41% | +0.22 |
| ICLR Icon PLC | Add +60.6% | 0.45% | +0.19 |
| ODFL Old Dominion Freight Line | Add +9635.2% | 0.18% | +0.18 |
| BLDR Builders Firstsource Inc. | Add +477028.7% | 0.17% | +0.17 |
| MBB iShares MBS ETF | Add +2198.6% | 0.17% | +0.16 |
| NXPI NXP Semiconductors NV | Add +4525.6% | 0.16% | +0.16 |
| BWXT BWX Technologies Inc. | Add +11107.7% | 0.15% | +0.15 |
| QCOM Qualcomm Inc. | Add +31.5% | 0.39% | +0.12 |
| FLUT Flutter Entertainment PLC-Di | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | Add +17.4% | 0.46% | +0.11 |
| MS Morgan Stanley | Add +433.4% | 0.13% | +0.11 |
| COP Conocophillips | Add +17.8% | 0.60% | +0.10 |
| NICE Nice Ltd. - Spon ADR | Add +2.1% | 0.45% | +0.09 |
| LYV Live Nation Entertainment Inc. | Add +34.4% | 0.27% | +0.08 |
| MET Metlife Inc. | Add +29.7% | 0.28% | +0.07 |
| RYAN Ryan Specialty Holdings Inc. | Add +34.0% | 0.19% | +0.07 |
| TGT Target Corp. | Add +50.3% | 0.17% | +0.07 |
| AME Ametek Inc. | Add +38.1% | 0.24% | +0.07 |
| NDAQ Nasdaq Inc. | Add +26.4% | 0.33% | +0.07 |
| TRU Transunion | Add +2.3% | 0.66% | +0.06 |
| SLB SLB Ltd. | Add +12.1% | 0.70% | +0.06 |
| MEDP Medpace Holdings Inc. | Add +1.6% | 0.29% | +0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Add +21.8% | 0.37% | +0.05 |
| USFD US Foods Holding Corp. | Add +1.7% | 0.43% | +0.05 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.7% | 0.54% | +0.05 |
| VZ Verizon Communications Inc. | Add +13.2% | 0.30% | +0.04 |
| MRVL Marvell Technology Inc. | Add +0.5% | 0.48% | +0.04 |
| WEX Wex Inc. | Add +0.6% | 0.32% | +0.04 |
| CHX Championx Corp. | Add +2.6% | 0.25% | +0.04 |
| CHKP Check Point Software Tech | Add +2173.6% | 0.04% | +0.04 |
| TRI Thomson Reuters Corp. | Add +874.0% | 0.04% | +0.03 |
| BECN Beacon Roofing Supply Inc. | New | 0.03% | +0.03 |
| BJ Bj's Wholesale Club Holdings | Add +1.8% | 0.43% | +0.03 |
| CLH Clean Harbors Inc. | Add +1.2% | 0.37% | +0.03 |
| BAH Booz Allen Hamilton Holdings | Add +1.9% | 0.32% | +0.03 |
| HUBB Hubbell Inc. | Add +0.0% | 0.18% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +48.5% | 0.09% | +0.03 |
| AVTR Avantor Inc. | Add +4.4% | 0.33% | +0.03 |
| EMB iShares JP Morgan Usd Emergi | Add +16.1% | 0.33% | +0.03 |
| TW Tradeweb Markets Inc. Class A | Add +1.2% | 0.36% | +0.03 |
| GIB Cgi Inc. | Add +9135.4% | 0.03% | +0.03 |
| CDW CDW Corp. | Add +1.9% | 0.38% | +0.02 |
Notes & Other Activity Q4 2023 → Q1 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 355 | $428Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +1050.0% | 23 | $1K |
| OXFORD LANE CAP CORP | COM | Reduce -100.0% | 0 | $0 |
| ATRO Astronics Corp. | COM | Reduce -100.0% | 0 | $0 |
| FSK FS KKR Capital Corp. | COM | New | 0 | $0 |
| IHI iShares U.S. Medical Devices | U.S. MED DVC ETF | New | 0 | $0 |
| VIS Vanguard Industrials ETF | INDUSTRIAL ETF | Sold out | 0 | $0before exit |
| SWVLW Pivotal Holdings Corp. -CW27 | *W EXP 99/99/999 | Sold out | 2,500 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,536 | $72.7B | NVDA, AAPL, GOOG, AMZN, MSFT |
| Q1 2026 | 2,513 | $63.6B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q4 2025 | 2,581 | $65.1B | NVDA, GOOG, AAPL, MSFT, AMZN |
| Q3 2025 | 2,546 | $65.4B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q2 2025 | 2,511 | $61.6B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2025 | 2,568 | $55.8B | MSFT, AAPL, NVDA, AMZN, GOOG |
| Q4 2024 | 2,459 | $61.3B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q3 2024 | 2,641 | $60.7B | MSFT, AAPL, NVDA, AMZN, GOOG |
| Q2 2024 | 2,040 | $56.7B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2024Amended | 2,037 | $55.3B | MSFT, NVDA, AAPL, AMZN, GOOG |