Bessemer Group Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Bessemer Group Inc. reported 2,040 stock positions worth $56.7 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Nvidia (NVDA, 5.2%) and Apple (AAPL, 4.6%). Compared with Q1 2024, it opened 138 new positions, sold out of 138, added to 577 and reduced 692. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Iqvia (IQV, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- WOODBRIDGE, NJ
- CIK
- 0001054074
- Portfolio Value
- $56.7B (Q2 2024)
- SEC Filing
- 0000893838-24-000060 ↗ filed Aug 13, 2024
Holdings Value
Holdings 2,040 stocks · $56.7B
| MSFT Microsoft Corp. | 6.17% | 7,823,278 | $3.5B | Reduce -1.4% |
| NVDA Nvidia Corp. | 5.22% | 23,938,729 | $3.0B | Reduce -1.3% |
| AAPL Apple Inc. | 4.56% | 12,284,193 | $2.6B | Add +3.3% |
| AMZN Amazon.com Inc. | 3.64% | 10,677,249 | $2.1B | Add +3.5% |
| GOOG Alphabet Inc. Class C | 3.44% | 10,648,623 | $2.0B | Add +4.5% |
| META Meta Platforms Inc. Class A | 2.40% | 2,699,688 | $1.4B | Add +3.8% |
| JPM JPMorgan Chase & Co. | 2.10% | 5,895,252 | $1.2B | Reduce -1.1% |
| V Visa Inc. Class A | 1.75% | 3,790,573 | $994.9M | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 1.73% | 1,926,354 | $981.0M | Add +13.2% |
| AVGO Broadcom Inc. | 1.47% | 520,076 | $835.0M | Reduce -14.8% |
| COST Costco Wholesale Corp. | 1.17% | 783,297 | $665.8M | Reduce -0.7% |
| CCL Carnival Corp. | 1.17% | 35,467,196 | $663.9M | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.11% | 15,863,385 | $630.9M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 1.08% | 1,116,165 | $610.8M | Add +1.1% |
| NEE Nextera Energy Inc. | 1.03% | 8,217,902 | $581.9M | Add +8.8% |
| CVX Chevron Corp. | 1.02% | 3,679,595 | $575.6M | Reduce -0.9% |
| FISV Fiserv Inc. | 1.01% | 3,836,286 | $571.8M | Add +18.0% |
| MSI Motorola Solutions Inc. | 0.94% | 1,383,488 | $534.1M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.92% | 944,506 | $522.3M | Add +13.1% |
| COR Cencora Inc. | 0.90% | 2,274,800 | $512.5M | Reduce -0.6% |
| WMT Walmart Inc. | 0.90% | 7,501,463 | $507.9M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.80% | 3,231,897 | $456.3M | Reduce -38.7% |
| ORLY O'reilly Automotive Inc. | 0.77% | 415,834 | $439.1M | Add +69.5% |
| DHR Danaher Corp. | 0.76% | 1,725,893 | $431.2M | Add +15.6% |
| LOW Lowe's Cos Inc. | 0.75% | 1,938,782 | $427.4M | Reduce -0.5% |
| BX Blackstone Inc. | 0.75% | 3,422,120 | $423.7M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.73% | 828,546 | $414.4M | Reduce -2.2% |
| ICE Intercontinental Exchange Inc. | 0.67% | 2,780,892 | $380.7M | Reduce -0.5% |
| MELI MercadoLibre Inc. | 0.65% | 222,896 | $366.3M | Reduce -0.5% |
| HWM Howmet Aerospace Inc. | 0.64% | 4,654,406 | $361.3M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.62% | 1,126,137 | $353.1M | Reduce -22.2% |
| IT Gartner Inc. | 0.60% | 752,199 | $337.8M | Add +23.3% |
| TRU Transunion | 0.59% | 4,535,040 | $336.3M | Reduce -0.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.58% | 6,947,421 | $327.8M | Reduce -1.3% |
| NOC Northrop Grumman Corp. | 0.58% | 748,608 | $326.4M | Reduce -1.0% |
| TTWO Take-Two Interactive Softwre | 0.55% | 1,992,209 | $309.8M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 759,545 | $309.0M | Reduce -0.7% |
| CPRT Copart Inc. | 0.54% | 5,624,196 | $304.6M | Add +14.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.54% | 1,390,861 | $303.5M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.54% | 687,849 | $303.4M | Reduce -0.5% |
| COP Conocophillips | 0.52% | 2,584,017 | $295.6M | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.49% | 627,384 | $279.8M | Reduce -39.8% |
| LLY Eli Lilly & Co. | 0.49% | 308,056 | $278.9M | Add +6.5% |
| MCK McKesson Corp. | 0.48% | 469,776 | $274.4M | Add +34.5% |
| CLH Clean Harbors Inc. | 0.47% | 1,186,964 | $268.4M | Add +17.1% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.47% | 3,008,154 | $264.2M | Reduce -3.5% |
| CRH CRH PLC | 0.46% | 3,497,977 | $262.3M | Add +1.9% |
| MRVL Marvell Technology Inc. | 0.46% | 3,712,818 | $259.5M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.45% | 1,282,754 | $255.5M | Reduce -0.4% |
| USFD US Foods Holding Corp. | 0.44% | 4,727,732 | $250.5M | Add +6.1% |
| BKNG Booking Holdings Inc. | 0.44% | 62,301 | $246.8M | Reduce -0.5% |
| STE Steris PLC | 0.43% | 1,116,574 | $245.1M | Add +16.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.43% | 2,085,730 | $245.1M | Add +18.5% |
| CMG Chipotle Mexican Grill Inc. | 0.43% | 3,883,036 | $243.3M | Reduce -0.8% |
| SAIA Saia Inc. | 0.43% | 511,430 | $242.6M | Add +52.8% |
| PLD Prologis Inc. | 0.43% | 2,148,613 | $241.3M | Reduce -10.7% |
| CP Canadian Pacific Kansas City | 0.42% | 3,019,275 | $237.6M | Reduce -30.9% |
| LIN Linde PLC | 0.42% | 539,781 | $236.9M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.41% | 1,884,201 | $233.3M | Reduce -2.2% |
| ICLR Icon PLC | 0.41% | 741,896 | $232.6M | Add +0.6% |
| PCG P G & E Corp. | 0.39% | 12,738,360 | $222.4M | Reduce -0.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.39% | 849,815 | $220.4M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.39% | 1,280,138 | $219.6M | Reduce -3.6% |
| AZO AutoZone Inc. | 0.37% | 70,510 | $209.0M | Reduce -40.2% |
| ELV Elevance Health Inc. | 0.37% | 384,881 | $208.6M | Reduce -1.5% |
| KLAC KLA Corp. | 0.37% | 251,271 | $207.2M | Reduce -18.6% |
| GOOGL Alphabet Inc. Class A | 0.36% | 1,120,759 | $204.1M | Reduce -0.5% |
| AEE Ameren Corporation | 0.36% | 2,854,591 | $203.0M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.36% | 256,835 | $202.0M | Add +28.2% |
| TW Tradeweb Markets Inc. Class A | 0.35% | 1,892,994 | $200.7M | Reduce -0.9% |
| MEDP Medpace Holdings Inc. | 0.35% | 484,490 | $199.5M | Add +22.7% |
| LHX L3HARRIS Technologies Inc. | 0.35% | 887,242 | $199.3M | Add +6410.0% |
| OIH Vaneck Oil Services ETF | 0.35% | 621,350 | $196.5M | No change |
| PWR Quanta Services Inc. | 0.34% | 768,652 | $195.3M | Reduce -17.8% |
| NICE Nice Ltd. - Spon ADR | 0.34% | 1,132,141 | $194.7M | Add +17.3% |
| BAH Booz Allen Hamilton Holdings | 0.34% | 1,246,546 | $191.8M | Add +5.8% |
| FANG Diamondback Energy Inc. | 0.33% | 941,380 | $188.5M | Add +10838.6% |
| ENTG Entegris Inc. | 0.33% | 1,389,962 | $188.2M | Add +122.3% |
| VZ Verizon Communications Inc. | 0.33% | 4,552,634 | $187.8M | Add +15.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.33% | 2,852,412 | $187.2M | Add +33.2% |
| MANH Manhattan Associates Inc. | 0.33% | 748,437 | $184.6M | Add +33.2% |
| CNM Core & Main Inc. Class A | 0.32% | 3,748,827 | $183.5M | Add +44.9% |
| NDAQ Nasdaq Inc. | 0.32% | 3,038,198 | $183.1M | Add +5.6% |
| EMB iShares JP Morgan Usd Emergi | 0.32% | 2,061,297 | $182.4M | Add +1.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 178,081 | $182.1M | Reduce -8.0% |
| RYAN Ryan Specialty Holdings Inc. | 0.32% | 3,142,062 | $182.0M | Add +63.1% |
| CSL Carlisle Cos Inc. | 0.32% | 448,438 | $181.7M | Reduce -21.0% |
| PM Philip Morris International | 0.31% | 1,715,980 | $173.9M | Reduce -3.7% |
| KKR KKR & Co. Inc. | 0.30% | 1,630,247 | $171.6M | Add +4371.9% |
| FTNT Fortinet Inc. | 0.30% | 2,831,389 | $170.6M | Reduce -13.8% |
| SHW The Sherwin-Williams Co. | 0.30% | 569,050 | $169.8M | Reduce -0.9% |
| HD Home Depot Inc. | 0.30% | 492,647 | $169.6M | Reduce -1.0% |
| WSC Willscot Holdings Corp. | 0.30% | 4,482,952 | $168.7M | Add +5.6% |
| EFX Equifax Inc. | 0.30% | 695,375 | $168.6M | Reduce -14.5% |
| CDW CDW Corp. | 0.30% | 752,863 | $168.5M | Reduce -8.6% |
| ULTA Ulta Beauty Inc. | 0.30% | 435,261 | $168.0M | Add +21.8% |
| HON Honeywell International Inc. | 0.30% | 784,730 | $167.6M | Reduce -0.9% |
| KEYS Keysight Technologies Inc. | 0.29% | 1,215,318 | $166.2M | Add +6.5% |
| AVTR Avantor Inc. | 0.28% | 7,529,313 | $159.6M | Add +6.0% |
| XOM Exxon Mobil Corp. | 0.28% | 1,380,713 | $158.9M | Reduce -4.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $4.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 3,787 | $4.5M | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 23 | $1K | No change |
Total filed on the 13F, all lines: $56.7B.
Portfolio Sells Q1 2024 → Q2 2024
| IQV Iqvia Holdings Inc. | Reduce -99.2% | 0.00% | −0.57 |
| ORCL Oracle Corp. | Reduce -38.7% | 0.80% | −0.39 |
| EWJ iShares MSCI Japan ETF | Reduce -98.3% | 0.01% | −0.33 |
| SPGI S&P Global Inc. | Reduce -39.8% | 0.49% | −0.31 |
| AZO AutoZone Inc. | Reduce -40.2% | 0.37% | −0.30 |
| EXPE Expedia Group Inc. | Reduce -98.1% | 0.00% | −0.28 |
| CP Canadian Pacific Kansas City | Reduce -30.9% | 0.42% | −0.28 |
| EOG EOG Resources Inc. | Reduce -96.1% | 0.01% | −0.24 |
| V Visa Inc. Class A | Reduce -2.0% | 1.75% | −0.20 |
| ETN Eaton Corp. PLC | Reduce -22.2% | 0.62% | −0.20 |
| HAL Halliburton Co. | Reduce -99.0% | 0.00% | −0.19 |
| LECO Lincoln Electric Holdings | Reduce -99.5% | 0.00% | −0.17 |
| JBL Jabil Inc. | Reduce -40.1% | 0.15% | −0.16 |
| DGX Quest Diagnostics Inc. | Reduce -99.8% | 0.00% | −0.16 |
| TFX Teleflex Inc. | Reduce -96.9% | 0.00% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.75% | −0.14 |
| PLD Prologis Inc. | Reduce -10.7% | 0.43% | −0.14 |
| XLV SS Health Care Select Sector | Reduce -33.5% | 0.24% | −0.14 |
| BBWI Bath & Body Works Inc. | Reduce -99.1% | 0.00% | −0.13 |
| AOS Smith (a.o.) Corp. | Reduce -96.2% | 0.00% | −0.12 |
| SLB SLB Ltd. | Reduce -1.3% | 0.58% | −0.12 |
| FTNT Fortinet Inc. | Reduce -13.8% | 0.30% | −0.10 |
| COR Cencora Inc. | Reduce -0.6% | 0.90% | −0.10 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -99.3% | 0.00% | −0.10 |
| EFX Equifax Inc. | Reduce -14.5% | 0.30% | −0.10 |
| COO The Cooper Cos Inc. | Reduce -11.7% | 0.27% | −0.09 |
| PWR Quanta Services Inc. | Reduce -17.8% | 0.34% | −0.09 |
| CDW CDW Corp. | Reduce -8.6% | 0.30% | −0.08 |
| CSL Carlisle Cos Inc. | Reduce -21.0% | 0.32% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -1.0% | 0.58% | −0.08 |
| COP Conocophillips | Reduce -0.6% | 0.52% | −0.08 |
| BX Blackstone Inc. | Reduce -1.1% | 0.75% | −0.07 |
| CHX Championx Corp. | Reduce -19.8% | 0.18% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.54% | −0.07 |
| TRU Transunion | Reduce -0.7% | 0.59% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 0.30% | −0.06 |
| BLDR Builders Firstsource Inc. | Reduce -1.1% | 0.11% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 2.10% | −0.06 |
| ABBV Abbvie Inc. | Reduce -3.6% | 0.39% | −0.05 |
| DXCM Dexcom Inc. | Reduce -0.7% | 0.19% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -2.2% | 0.41% | −0.05 |
| HD Home Depot Inc. | Reduce -1.0% | 0.30% | −0.05 |
| A Agilent Technologies Inc. | Reduce -1.5% | 0.26% | −0.04 |
| CVX Chevron Corp. | Reduce -0.9% | 1.02% | −0.04 |
| URI United Rentals Inc. | Reduce -0.7% | 0.27% | −0.04 |
| HUBB Hubbell Inc. | Reduce -8.8% | 0.14% | −0.04 |
| GNR State Street SPDR S&P Global | Reduce -26.7% | 0.09% | −0.04 |
| LIN Linde PLC | Reduce -0.7% | 0.42% | −0.04 |
| ODFL Old Dominion Freight Line | Reduce -0.1% | 0.14% | −0.04 |
| XYZ Block Inc. | Reduce -0.6% | 0.10% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +3.3% | 4.56% | +0.88 |
| GOOG Alphabet Inc. Class C | Add +4.5% | 3.44% | +0.64 |
| LHX L3HARRIS Technologies Inc. | Add +6410.0% | 0.35% | +0.35 |
| FANG Diamondback Energy Inc. | Add +10838.6% | 0.33% | +0.33 |
| KKR KKR & Co. Inc. | Add +4371.9% | 0.30% | +0.30 |
| AMZN Amazon.com Inc. | Add +3.5% | 3.64% | +0.28 |
| ORLY O'reilly Automotive Inc. | Add +69.5% | 0.77% | +0.27 |
| WAB Wabtec Corp. | Add +5826.9% | 0.23% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +13.2% | 1.73% | +0.21 |
| ENTG Entegris Inc. | Add +122.3% | 0.33% | +0.17 |
| SBAC SBA Communications Corp. | Add +3142.8% | 0.17% | +0.16 |
| NEE Nextera Energy Inc. | Add +8.8% | 1.03% | +0.15 |
| MCK McKesson Corp. | Add +34.5% | 0.48% | +0.14 |
| CCC CCC Intelligent Solutions Ho | Add +20803.5% | 0.14% | +0.14 |
| RYAN Ryan Specialty Holdings Inc. | Add +63.1% | 0.32% | +0.13 |
| META Meta Platforms Inc. Class A | Add +3.8% | 2.40% | +0.12 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +98.1% | 0.22% | +0.11 |
| CLH Clean Harbors Inc. | Add +17.1% | 0.47% | +0.10 |
| DHR Danaher Corp. | Add +15.6% | 0.76% | +0.09 |
| LLY Eli Lilly & Co. | Add +6.5% | 0.49% | +0.09 |
| NOW ServiceNow Inc. | Add +28.2% | 0.36% | +0.08 |
| SAIA Saia Inc. | Add +52.8% | 0.43% | +0.07 |
| MANH Manhattan Associates Inc. | Add +33.2% | 0.33% | +0.07 |
| IT Gartner Inc. | Add +23.3% | 0.60% | +0.07 |
| IDEV iShares Core MSCI Dev MKTS | Add +33.2% | 0.33% | +0.07 |
| PRU Prudential Financial Inc. | Add +63.4% | 0.19% | +0.07 |
| FISV Fiserv Inc. | Add +18.0% | 1.01% | +0.07 |
| MEDP Medpace Holdings Inc. | Add +22.7% | 0.35% | +0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Add +18.5% | 0.43% | +0.06 |
| MS Morgan Stanley | Add +44.2% | 0.19% | +0.06 |
| HDB HDFC Bank Ltd.-ADR | Add +28.8% | 0.19% | +0.06 |
| CNM Core & Main Inc. Class A | Add +44.9% | 0.32% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +13.1% | 0.92% | +0.04 |
| STE Steris PLC | Add +16.3% | 0.43% | +0.04 |
| BV Brightview Holdings Inc. | Add +2316.1% | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | Add +15.8% | 0.33% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 1.08% | +0.03 |
| CPRT Copart Inc. | Add +14.9% | 0.54% | +0.02 |
| BAM Brookfield Asset Mgmt-A | Add +1423.2% | 0.03% | +0.02 |
| INSW International Seaways Inc. | New | 0.02% | +0.02 |
| BAH Booz Allen Hamilton Holdings | Add +5.8% | 0.34% | +0.02 |
| XBI SS SPDR S&P Biotech ETF | Add +19.0% | 0.18% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +21.3% | 0.11% | +0.02 |
| LBRT Liberty Energy Inc. | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.6% | 0.15% | +0.02 |
| PLNT Planet Fitness Inc. Class A | Add +47.1% | 0.04% | +0.02 |
| RDNT Radnet Inc. | Add +49.2% | 0.04% | +0.02 |
| TXRH Texas Roadhouse Inc. | Add +45.5% | 0.04% | +0.02 |
| ESI Element Solutions Inc. | Add +39.3% | 0.05% | +0.02 |
| FOUR SHIFT4 Payments Inc. Class A | Add +40.7% | 0.04% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| ATRO Astronics Corp. | COM | Sold out | 0 | $0before exit |
| FSK FS KKR Capital Corp. | COM | Sold out | 0 | $0before exit |
| IHI iShares U.S. Medical Devices | U.S. MED DVC ETF | Sold out | 0 | $0before exit |
| OXFORD LANE CAP CORP | COM | Sold out | 0 | $0before exit |
| VAW Vanguard Materials ETF | MATERIALS ETF | New | 0 | $0 |
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 |