Bessemer Group Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Bessemer Group Inc. reported 2,641 stock positions worth $60.7 billion. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Apple (AAPL, 5.0%) and Nvidia (NVDA, 4.7%). Compared with Q2 2024, it opened 694 new positions, sold out of 93, added to 1,237 and reduced 476. The biggest buy was Apple (AAPL, shares +7%) and the biggest sale Alphabet Class C (GOOG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WOODBRIDGE, NJ
- CIK
- 0001054074
- Portfolio Value
- $60.7B (Q3 2024)
- SEC Filing
- 0000893838-24-000078 ↗ filed Nov 12, 2024
Holdings Value
Holdings 2,641 stocks · $60.7B
| MSFT Microsoft Corp. | 5.56% | 7,839,670 | $3.4B | Add +0.2% |
| AAPL Apple Inc. | 5.03% | 13,115,732 | $3.1B | Add +6.8% |
| NVDA Nvidia Corp. | 4.73% | 23,636,349 | $2.9B | Reduce -1.3% |
| AMZN Amazon.com Inc. | 3.29% | 10,715,276 | $2.0B | Add +0.4% |
| GOOG Alphabet Inc. Class C | 2.88% | 10,461,205 | $1.7B | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 2.48% | 2,635,011 | $1.5B | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 2.05% | 5,906,710 | $1.2B | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.92% | 1,992,096 | $1.2B | Add +3.4% |
| AVGO Broadcom Inc. | 1.74% | 6,115,749 | $1.1B | Add +17.6% |
| V Visa Inc. Class A | 1.72% | 3,804,866 | $1.0B | Add +0.4% |
| NEE Nextera Energy Inc. | 1.15% | 8,246,146 | $697.0M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.15% | 784,653 | $695.6M | Add +0.2% |
| FISV Fiserv Inc. | 1.13% | 3,835,037 | $689.0M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.04% | 15,875,166 | $629.9M | Add +0.1% |
| MSI Motorola Solutions Inc. | 1.03% | 1,385,089 | $622.8M | Add +0.1% |
| CCL Carnival Corp. | 1.03% | 33,696,062 | $622.7M | Reduce -5.0% |
| WMT Walmart Inc. | 1.00% | 7,518,469 | $607.1M | Add +0.2% |
| DHR Danaher Corp. | 0.94% | 2,050,302 | $570.0M | Add +18.8% |
| IVV iShares Core S&P 500 ETF | 0.92% | 968,421 | $558.6M | Reduce -13.2% |
| ORCL Oracle Corp. | 0.91% | 3,229,944 | $550.4M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.87% | 1,940,088 | $525.5M | Add +0.1% |
| BX Blackstone Inc. | 0.86% | 3,424,068 | $524.3M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.82% | 3,082,547 | $495.2M | Add +10.8% |
| COR Cencora Inc. | 0.81% | 2,181,428 | $491.0M | Reduce -4.1% |
| TRU Transunion | 0.79% | 4,563,499 | $477.8M | Add +0.6% |
| MELI MercadoLibre Inc. | 0.76% | 224,009 | $459.7M | Add +0.5% |
| CVX Chevron Corp. | 0.74% | 3,040,594 | $447.8M | Reduce -17.4% |
| VOO Vanguard S&P 500 ETF | 0.72% | 825,318 | $435.5M | Reduce -0.4% |
| ORLY O'reilly Automotive Inc. | 0.71% | 375,983 | $433.0M | Reduce -9.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.69% | 5,194,652 | $419.6M | Add +182.0% |
| HWM Howmet Aerospace Inc. | 0.67% | 4,065,494 | $407.6M | Reduce -12.7% |
| TMO Thermo Fisher Scientific Inc. | 0.66% | 649,840 | $402.0M | Reduce -31.2% |
| NOC Northrop Grumman Corp. | 0.65% | 752,576 | $397.4M | Add +0.5% |
| IT Gartner Inc. | 0.63% | 758,028 | $384.1M | Add +0.8% |
| CRH CRH PLC | 0.63% | 4,104,642 | $380.7M | Add +17.3% |
| ETN Eaton Corp. PLC | 0.61% | 1,125,503 | $373.0M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 765,785 | $352.5M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.55% | 678,128 | $334.9M | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.53% | 625,212 | $323.0M | Reduce -0.3% |
| TTWO Take-Two Interactive Softwre | 0.50% | 1,985,724 | $305.2M | Reduce -0.3% |
| USFD US Foods Holding Corp. | 0.49% | 4,871,106 | $299.6M | Add +3.0% |
| BKNG Booking Holdings Inc. | 0.49% | 70,274 | $296.0M | Add +12.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.48% | 2,310,722 | $291.1M | Add +10.8% |
| LLY Eli Lilly & Co. | 0.46% | 315,252 | $279.3M | Add +2.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.46% | 1,200,784 | $276.8M | Reduce -13.7% |
| STE Steris PLC | 0.45% | 1,135,691 | $275.5M | Add +1.7% |
| COP Conocophillips | 0.45% | 2,579,607 | $271.6M | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 0.45% | 1,139,022 | $270.9M | Add +28.4% |
| PLD Prologis Inc. | 0.45% | 2,144,047 | $270.8M | Reduce -0.2% |
| MRVL Marvell Technology Inc. | 0.44% | 3,703,450 | $267.1M | Reduce -0.3% |
| CLH Clean Harbors Inc. | 0.43% | 1,085,568 | $262.4M | Reduce -8.5% |
| LIN Linde PLC | 0.42% | 539,765 | $257.4M | Reduce 0.0% |
| CP Canadian Pacific Kansas City | 0.42% | 2,999,286 | $256.7M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.42% | 1,285,767 | $253.9M | Add +0.4% |
| PCG P G & E Corp. | 0.42% | 12,755,065 | $252.2M | Add +0.1% |
| XLV SS Health Care Select Sector | 0.41% | 1,634,476 | $251.7M | Add +74.1% |
| AEE Ameren Corporation | 0.41% | 2,844,621 | $248.8M | Reduce -0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.41% | 5,902,017 | $247.6M | Reduce -15.1% |
| ICLR Icon PLC | 0.40% | 855,307 | $245.7M | Add +15.3% |
| BAH Booz Allen Hamilton Holdings | 0.40% | 1,487,055 | $242.0M | Add +19.3% |
| MCK McKesson Corp. | 0.40% | 487,705 | $241.1M | Add +3.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.39% | 851,168 | $239.5M | Add +0.2% |
| TW Tradeweb Markets Inc. Class A | 0.39% | 1,925,214 | $238.1M | Add +1.7% |
| SAIA Saia Inc. | 0.39% | 535,011 | $233.9M | Add +4.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.38% | 3,298,013 | $233.6M | Add +15.6% |
| PWR Quanta Services Inc. | 0.38% | 777,607 | $231.8M | Add +1.2% |
| NDAQ Nasdaq Inc. | 0.37% | 3,085,760 | $225.3M | Add +1.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.37% | 2,727,130 | $224.9M | Reduce -9.3% |
| CMG Chipotle Mexican Grill Inc. | 0.37% | 3,880,815 | $223.6M | Reduce -0.1% |
| FTNT Fortinet Inc. | 0.36% | 2,842,423 | $220.4M | Add +0.4% |
| QCOM Qualcomm Inc. | 0.36% | 1,285,929 | $218.7M | Add +0.3% |
| MANH Manhattan Associates Inc. | 0.36% | 772,999 | $217.5M | Add +3.3% |
| SHW The Sherwin-Williams Co. | 0.36% | 567,553 | $216.6M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.36% | 1,900,918 | $215.9M | Add +0.9% |
| KKR KKR & Co. Inc. | 0.35% | 1,632,985 | $213.2M | Add +0.2% |
| RYAN Ryan Specialty Holdings Inc. | 0.35% | 3,203,240 | $212.7M | Add +1.9% |
| PM Philip Morris International | 0.35% | 1,727,121 | $209.7M | Add +0.7% |
| CSL Carlisle Cos Inc. | 0.34% | 462,363 | $207.9M | Add +3.1% |
| EFX Equifax Inc. | 0.34% | 705,042 | $207.2M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.34% | 4,554,843 | $204.6M | Add +0.1% |
| ELV Elevance Health Inc. | 0.33% | 390,535 | $203.1M | Add +1.5% |
| HD Home Depot Inc. | 0.33% | 498,834 | $202.1M | Add +1.3% |
| NICE Nice Ltd. - Spon ADR | 0.33% | 1,148,774 | $199.5M | Add +1.5% |
| AVTR Avantor Inc. | 0.33% | 7,650,314 | $197.9M | Add +1.6% |
| ENTG Entegris Inc. | 0.33% | 1,758,397 | $197.9M | Add +26.5% |
| COO The Cooper Cos Inc. | 0.33% | 1,789,967 | $197.5M | Add +1.3% |
| KEYS Keysight Technologies Inc. | 0.32% | 1,229,879 | $195.5M | Add +1.2% |
| KLAC KLA Corp. | 0.32% | 249,885 | $193.5M | Reduce -0.6% |
| EMB iShares JP Morgan Usd Emergi | 0.32% | 2,061,724 | $192.9M | Add +0.0% |
| URI United Rentals Inc. | 0.32% | 238,007 | $192.7M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.32% | 1,156,087 | $191.7M | Add +3.1% |
| XLE SS Energy Select Sector | 0.30% | 2,050,736 | $180.1M | Add +29.7% |
| MET Metlife Inc. | 0.29% | 2,168,957 | $178.9M | Add +3.0% |
| A Agilent Technologies Inc. | 0.29% | 1,170,522 | $173.8M | Add +2.6% |
| WSC Willscot Holdings Corp. | 0.29% | 4,613,155 | $173.5M | Add +2.9% |
| CDW CDW Corp. | 0.28% | 763,810 | $172.8M | Add +1.4% |
| AZO AutoZone Inc. | 0.28% | 54,041 | $170.2M | Reduce -23.4% |
| CNM Core & Main Inc. Class A | 0.28% | 3,814,426 | $169.4M | Add +1.8% |
| BN Brookfield Corp. | 0.28% | 3,186,332 | $169.4M | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.28% | 341,504 | $167.8M | Reduce -1.2% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $6.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 4,798 | $6.2M | Add +26.7% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 12,000 | $368K | New |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 1,000 | $46K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 15 | $19K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 312 | $9K | Add +1256.5% |
| M&T BANK CORPORATION (MTB 7.5 PERP J) | Common Stock | 50 | $1K | New |
Total filed on the 13F, all lines: $60.7B.
Portfolio Sells Q2 2024 → Q3 2024
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 2.88% | −0.56 |
| NVDA Nvidia Corp. | Reduce -1.3% | 4.73% | −0.49 |
| ULTA Ulta Beauty Inc. | Reduce -99.6% | 0.00% | −0.30 |
| CPRT Copart Inc. | Reduce -48.9% | 0.25% | −0.29 |
| CVX Chevron Corp. | Reduce -17.4% | 0.74% | −0.28 |
| TMO Thermo Fisher Scientific Inc. | Reduce -31.2% | 0.66% | −0.26 |
| OIH Vaneck Oil Services ETF | Reduce -49.3% | 0.15% | −0.20 |
| FXI iShares China Large-Cap ETF | Reduce -99.8% | 0.00% | −0.19 |
| GUNR NT Mstar GLBL NR ETF | Reduce -95.2% | 0.01% | −0.17 |
| SLB SLB Ltd. | Reduce -15.1% | 0.41% | −0.17 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -13.2% | 0.92% | −0.16 |
| NOW ServiceNow Inc. | Reduce -45.8% | 0.20% | −0.15 |
| FCX Freeport-McMoran Inc. | Reduce -97.5% | 0.00% | −0.15 |
| CCL Carnival Corp. | Reduce -5.0% | 1.03% | −0.15 |
| JBL Jabil Inc. | Reduce -93.7% | 0.01% | −0.14 |
| HDB HDFC Bank Ltd.-ADR | Reduce -66.6% | 0.06% | −0.13 |
| APD Air Products & Chemicals Inc. | Reduce -97.4% | 0.00% | −0.13 |
| LRCX Lam Research Corp. | Reduce -29.9% | 0.10% | −0.10 |
| BJ Bj's Wholesale Club Holdings | Reduce -9.3% | 0.37% | −0.10 |
| COR Cencora Inc. | Reduce -4.1% | 0.81% | −0.10 |
| AZO AutoZone Inc. | Reduce -23.4% | 0.28% | −0.09 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -13.7% | 0.46% | −0.08 |
| COP Conocophillips | Reduce -0.2% | 0.45% | −0.07 |
| HON Honeywell International Inc. | Reduce -17.1% | 0.22% | −0.07 |
| POOL Pool Corp. | Reduce -48.7% | 0.10% | −0.07 |
| FANG Diamondback Energy Inc. | Reduce -0.1% | 0.27% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -9.6% | 0.71% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.1% | 0.37% | −0.06 |
| GNR State Street SPDR S&P Global | Reduce -62.0% | 0.03% | −0.06 |
| CDNS Cadence Design SYS Inc. | Reduce -2.4% | 0.22% | −0.05 |
| ARE Alexandria Real Estate Equit | Reduce -31.1% | 0.10% | −0.05 |
| KLAC KLA Corp. | Reduce -0.6% | 0.32% | −0.05 |
| AME Ametek Inc. | Reduce -16.8% | 0.17% | −0.04 |
| TTWO Take-Two Interactive Softwre | Reduce -0.3% | 0.50% | −0.04 |
| CLH Clean Harbors Inc. | Reduce -8.5% | 0.43% | −0.04 |
| UNP Union Pacific Corp. | Reduce -16.3% | 0.22% | −0.04 |
| PRKS United Parks & Resorts Inc. | Reduce -99.9% | 0.00% | −0.03 |
| PGX Invesco Preferred ETF | Reduce -31.6% | 0.07% | −0.03 |
| NXST Nexstar Media Group Inc. | Reduce -97.8% | 0.00% | −0.03 |
| WK Workiva Inc. | Reduce -99.5% | 0.00% | −0.03 |
| ENV Envestnet Inc. | Reduce -98.9% | 0.00% | −0.03 |
| PGNY Progyny Inc. | Reduce -99.5% | 0.00% | −0.02 |
| LNWO Light & Wonder Inc. | Reduce -10.9% | 0.05% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -10.5% | 0.14% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -0.3% | 0.44% | −0.02 |
| STVN Stevanato Group SPA | Reduce -98.7% | 0.00% | −0.02 |
| HUBB Hubbell Inc. | Reduce -18.1% | 0.13% | −0.01 |
| CG The Carlyle Group Inc. | Reduce -99.5% | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.72% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +6.8% | 5.03% | +0.47 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +182.0% | 0.69% | +0.47 |
| AVGO Broadcom Inc. | Add +17.6% | 1.74% | +0.27 |
| KMI Kinder Morgan Inc. | Add +10907.2% | 0.24% | +0.24 |
| UBER Uber Technologies Inc. | Add +4857.7% | 0.24% | +0.23 |
| TRU Transunion | Add +0.6% | 0.79% | +0.19 |
| UNH Unitedhealth Group Inc. | Add +3.4% | 1.92% | +0.19 |
| DHR Danaher Corp. | Add +18.8% | 0.94% | +0.18 |
| XLV SS Health Care Select Sector | Add +74.1% | 0.41% | +0.17 |
| CRH CRH PLC | Add +17.3% | 0.63% | +0.16 |
| PNR Pentair PLC | Add +3021.6% | 0.15% | +0.15 |
| ICE Intercontinental Exchange Inc. | Add +10.8% | 0.82% | +0.14 |
| NEE Nextera Energy Inc. | Add +0.3% | 1.15% | +0.12 |
| BX Blackstone Inc. | Add +0.1% | 0.86% | +0.12 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.87% | +0.11 |
| MELI MercadoLibre Inc. | Add +0.5% | 0.76% | +0.11 |
| WMT Walmart Inc. | Add +0.2% | 1.00% | +0.10 |
| CAT Caterpillar Inc. | Add +56.3% | 0.25% | +0.10 |
| LHX L3HARRIS Technologies Inc. | Add +28.4% | 0.45% | +0.09 |
| MSI Motorola Solutions Inc. | Add +0.1% | 1.03% | +0.08 |
| NXPI NXP Semiconductors NV | Add +78.2% | 0.26% | +0.08 |
| TXN Texas Instruments Inc. | Add +66.0% | 0.21% | +0.08 |
| NOC Northrop Grumman Corp. | Add +0.5% | 0.65% | +0.08 |
| SBAC SBA Communications Corp. | Add +25.0% | 0.24% | +0.07 |
| FTNT Fortinet Inc. | Add +0.4% | 0.36% | +0.06 |
| BAH Booz Allen Hamilton Holdings | Add +19.3% | 0.40% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +15.6% | 0.38% | +0.05 |
| COO The Cooper Cos Inc. | Add +1.3% | 0.33% | +0.05 |
| BKNG Booking Holdings Inc. | Add +12.8% | 0.49% | +0.05 |
| USFD US Foods Holding Corp. | Add +3.0% | 0.49% | +0.05 |
| URI United Rentals Inc. | Add +2.0% | 0.32% | +0.05 |
| BWXT BWX Technologies Inc. | Add +25.3% | 0.20% | +0.05 |
| KKR KKR & Co. Inc. | Add +0.2% | 0.35% | +0.05 |
| NDAQ Nasdaq Inc. | Add +1.6% | 0.37% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +10.8% | 0.48% | +0.05 |
| AVTR Avantor Inc. | Add +1.6% | 0.33% | +0.04 |
| EFX Equifax Inc. | Add +1.4% | 0.34% | +0.04 |
| XLE SS Energy Select Sector | Add +29.7% | 0.30% | +0.04 |
| KRE SS SPDR S&P Regional Bank | Add +32.5% | 0.13% | +0.04 |
| FITB Fifth Third Bancorp | Add +1028.1% | 0.04% | +0.04 |
| PM Philip Morris International | Add +0.7% | 0.35% | +0.04 |
| TW Tradeweb Markets Inc. Class A | Add +1.7% | 0.39% | +0.04 |
| PWR Quanta Services Inc. | Add +1.2% | 0.38% | +0.04 |
| IT Gartner Inc. | Add +0.8% | 0.63% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.58% | +0.04 |
| MET Metlife Inc. | Add +3.0% | 0.29% | +0.03 |
| HD Home Depot Inc. | Add +1.3% | 0.33% | +0.03 |
| MANH Manhattan Associates Inc. | Add +3.3% | 0.36% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | Add +18.7% | 0.21% | +0.03 |
| ABBV Abbvie Inc. | Add +0.4% | 0.42% | +0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +26.7% | 4,798 | $6.2M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | New | 12,000 | $368K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | New | 1,000 | $46K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 15 | $19K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +1256.5% | 312 | $9K |
| M&T BANK CORPORATION (MTB 7.5 PERP J) | Common Stock | New | 50 | $1K |
| CLAR Clarus Corp. | COM | Reduce -100.0% | 0 | $0 |
| VAW Vanguard Materials ETF | MATERIALS ETF | Sold out | 0 | $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 |