Bessemer Group Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Bessemer Group Inc. reported 2,459 stock positions worth $61.3 billion. Its top holding was Nvidia (NVDA) at 5.2% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Apple (AAPL, 5.1%). Compared with Q3 2024, it opened 120 new positions, sold out of 306, added to 1,016 and reduced 723. The biggest buy was Alphabet Class C (GOOG, shares +11%) and the biggest sale Canadian Pacific Kansas City (CP, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- WOODBRIDGE, NJ
- CIK
- 0001054074
- Portfolio Value
- $61.3B (Q4 2024)
- SEC Filing
- 0000930413-25-000561 ↗ filed Feb 13, 2025
Holdings Value
Holdings 2,459 stocks · $61.3B
| NVDA Nvidia Corp. | 5.17% | 23,564,391 | $3.2B | Reduce -0.3% |
| MSFT Microsoft Corp. | 5.16% | 7,493,069 | $3.2B | Reduce -4.4% |
| AAPL Apple Inc. | 5.07% | 12,402,023 | $3.1B | Reduce -5.4% |
| AMZN Amazon.com Inc. | 3.83% | 10,688,148 | $2.3B | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 3.60% | 11,589,210 | $2.2B | Add +10.8% |
| META Meta Platforms Inc. Class A | 2.49% | 2,607,780 | $1.5B | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.28% | 5,822,364 | $1.4B | Reduce -1.4% |
| AVGO Broadcom Inc. | 2.20% | 5,825,091 | $1.4B | Reduce -4.8% |
| V Visa Inc. Class A | 1.94% | 3,762,253 | $1.2B | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 1.66% | 2,007,601 | $1.0B | Add +0.8% |
| CCL Carnival Corp. | 1.30% | 31,920,007 | $795.4M | Reduce -5.3% |
| FISV Fiserv Inc. | 1.18% | 3,514,283 | $721.9M | Reduce -8.4% |
| COST Costco Wholesale Corp. | 1.16% | 775,364 | $710.4M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.12% | 15,659,499 | $688.2M | Reduce -1.4% |
| MSI Motorola Solutions Inc. | 1.03% | 1,360,443 | $628.8M | Reduce -1.8% |
| WMT Walmart Inc. | 0.96% | 6,526,114 | $589.6M | Reduce -13.2% |
| IVV iShares Core S&P 500 ETF | 0.96% | 996,226 | $586.5M | Add +2.9% |
| NEE Nextera Energy Inc. | 0.90% | 7,706,442 | $552.5M | Reduce -6.5% |
| DHR Danaher Corp. | 0.90% | 2,401,117 | $551.2M | Add +17.1% |
| COR Cencora Inc. | 0.80% | 2,174,785 | $488.6M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.77% | 1,918,747 | $473.5M | Reduce -1.1% |
| FTNT Fortinet Inc. | 0.76% | 4,906,439 | $463.6M | Add +72.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.75% | 6,034,838 | $456.8M | Add +16.2% |
| ICE Intercontinental Exchange Inc. | 0.74% | 3,062,130 | $456.3M | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 0.72% | 373,217 | $442.6M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.72% | 820,280 | $442.0M | Reduce -0.6% |
| HWM Howmet Aerospace Inc. | 0.71% | 4,004,178 | $437.9M | Reduce -1.5% |
| CVX Chevron Corp. | 0.70% | 2,977,758 | $431.3M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.69% | 2,533,756 | $422.2M | Reduce -21.6% |
| TRU Transunion | 0.68% | 4,494,246 | $416.7M | Reduce -1.5% |
| MRVL Marvell Technology Inc. | 0.64% | 3,545,959 | $391.7M | Reduce -4.3% |
| CRH CRH PLC | 0.61% | 4,032,671 | $373.1M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.60% | 1,105,933 | $367.0M | Reduce -1.7% |
| IT Gartner Inc. | 0.59% | 752,212 | $364.4M | Reduce -0.8% |
| MELI MercadoLibre Inc. | 0.59% | 213,500 | $363.0M | Reduce -4.7% |
| TTWO Take-Two Interactive Softwre | 0.59% | 1,969,013 | $362.5M | Reduce -0.8% |
| COP Conocophillips | 0.58% | 3,603,574 | $357.4M | Add +39.7% |
| MSCI MSCI Inc. | 0.58% | 587,557 | $352.5M | Add +16353.6% |
| MA Mastercard Inc. Class A | 0.57% | 667,272 | $351.4M | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 0.56% | 69,246 | $344.0M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 749,560 | $339.8M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 634,039 | $329.8M | Reduce -2.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.53% | 2,811,410 | $321.9M | Add +21.7% |
| MCK McKesson Corp. | 0.52% | 561,961 | $320.3M | Add +15.2% |
| NOC Northrop Grumman Corp. | 0.51% | 670,146 | $314.5M | Reduce -10.9% |
| BX Blackstone Inc. | 0.51% | 1,819,369 | $313.7M | Reduce -46.9% |
| USFD US Foods Holding Corp. | 0.50% | 4,515,909 | $304.6M | Reduce -7.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.48% | 1,186,332 | $293.2M | Reduce -1.2% |
| PCG P G & E Corp. | 0.47% | 14,226,564 | $287.1M | Add +11.5% |
| BN Brookfield Corp. | 0.45% | 4,839,267 | $278.0M | Add +51.9% |
| TW Tradeweb Markets Inc. Class A | 0.42% | 1,944,665 | $254.6M | Add +1.0% |
| CLH Clean Harbors Inc. | 0.41% | 1,095,163 | $252.0M | Add +0.9% |
| AEE Ameren Corporation | 0.41% | 2,817,764 | $251.2M | Reduce -0.9% |
| HD Home Depot Inc. | 0.40% | 627,502 | $244.1M | Add +25.8% |
| NDAQ Nasdaq Inc. | 0.40% | 3,156,288 | $244.0M | Add +2.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.39% | 3,706,315 | $238.9M | Add +12.4% |
| KKR KKR & Co. Inc. | 0.39% | 1,611,385 | $238.3M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.39% | 307,412 | $237.3M | Reduce -2.5% |
| LHX L3HARRIS Technologies Inc. | 0.38% | 1,119,523 | $235.4M | Reduce -1.7% |
| STE Steris PLC | 0.38% | 1,141,125 | $234.6M | Add +0.5% |
| CMG Chipotle Mexican Grill Inc. | 0.38% | 3,829,965 | $230.9M | Reduce -1.3% |
| KEYS Keysight Technologies Inc. | 0.37% | 1,417,437 | $227.7M | Add +15.3% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.37% | 2,524,345 | $225.6M | Reduce -7.4% |
| GOOGL Alphabet Inc. Class A | 0.36% | 1,177,122 | $222.8M | Add +1.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.36% | 5,764,944 | $221.0M | Reduce -2.3% |
| CME Cme Group Inc. | 0.35% | 922,805 | $214.3M | Add +4216.2% |
| MANH Manhattan Associates Inc. | 0.34% | 781,424 | $211.2M | Add +1.1% |
| RYAN Ryan Specialty Holdings Inc. | 0.34% | 3,283,216 | $210.7M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 356,376 | $208.9M | Add +34.1% |
| SPGI S&P Global Inc. | 0.34% | 416,805 | $207.6M | Reduce -33.3% |
| APO Apollo Global Management Inc. | 0.33% | 1,226,684 | $202.6M | Add +200666.6% |
| SAIA Saia Inc. | 0.33% | 444,011 | $202.3M | Reduce -17.0% |
| ABBV Abbvie Inc. | 0.32% | 1,111,862 | $197.6M | Reduce -13.5% |
| CDW CDW Corp. | 0.32% | 1,126,491 | $196.1M | Add +47.5% |
| CNM Core & Main Inc. Class A | 0.32% | 3,835,182 | $195.3M | Add +0.5% |
| MS Morgan Stanley | 0.31% | 1,532,498 | $192.7M | Add +33.6% |
| MEDP Medpace Holdings Inc. | 0.31% | 576,044 | $191.4M | Add +15.0% |
| BAH Booz Allen Hamilton Holdings | 0.31% | 1,483,420 | $190.9M | Reduce -0.2% |
| NICE Nice Ltd. - Spon ADR | 0.31% | 1,121,531 | $190.5M | Reduce -2.4% |
| PWR Quanta Services Inc. | 0.31% | 593,664 | $187.6M | Reduce -23.7% |
| CDNS Cadence Design SYS Inc. | 0.31% | 623,112 | $187.2M | Add +24.8% |
| AVTR Avantor Inc. | 0.30% | 8,868,903 | $186.9M | Add +15.9% |
| EMB iShares JP Morgan Usd Emergi | 0.30% | 2,061,297 | $183.5M | Reduce -0.0% |
| SPG Simon Property Group Inc. | 0.30% | 1,055,872 | $181.8M | Add +16.9% |
| EFX Equifax Inc. | 0.29% | 709,155 | $180.7M | Add +0.6% |
| ILMN Illumina Inc. | 0.29% | 1,348,131 | $180.2M | Add +32837.5% |
| LYV Live Nation Entertainment Inc. | 0.29% | 1,384,148 | $179.2M | Reduce -7.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.29% | 626,401 | $177.8M | Reduce -26.4% |
| KMI Kinder Morgan Inc. | 0.29% | 6,440,089 | $176.5M | Reduce -2.5% |
| CTVA Corteva Inc. | 0.29% | 3,090,839 | $176.1M | Add +44.8% |
| AMAT Applied Materials Inc. | 0.29% | 1,079,977 | $175.6M | Add +1069.9% |
| ISRG Intuitive Surgical Inc. | 0.28% | 333,379 | $174.0M | Reduce -2.4% |
| PM Philip Morris International | 0.28% | 1,444,147 | $173.8M | Reduce -16.4% |
| MET Metlife Inc. | 0.28% | 2,120,327 | $173.6M | Reduce -2.2% |
| CSL Carlisle Cos Inc. | 0.28% | 465,461 | $171.7M | Add +0.7% |
| ICLR Icon PLC | 0.28% | 810,700 | $170.0M | Reduce -5.2% |
| NFLX Netflix Inc. | 0.27% | 186,894 | $166.6M | Reduce -1.0% |
| URI United Rentals Inc. | 0.27% | 234,709 | $165.3M | Reduce -1.4% |
| COO The Cooper Cos Inc. | 0.27% | 1,798,333 | $165.3M | Add +0.5% |
| CPRT Copart Inc. | 0.26% | 2,825,948 | $162.2M | Reduce -1.7% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $4.7M (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 | Reduce -21.1% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 4,500 | $123K | Reduce -62.5% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 312 | $9K | No change |
Total filed on the 13F, all lines: $61.3B.
Portfolio Sells Q3 2024 → Q4 2024
| CP Canadian Pacific Kansas City | Reduce -97.7% | 0.01% | −0.41 |
| XLV SS Health Care Select Sector | Reduce -99.1% | 0.00% | −0.41 |
| MSFT Microsoft Corp. | Reduce -4.4% | 5.16% | −0.40 |
| LIN Linde PLC | Reduce -93.8% | 0.02% | −0.40 |
| BX Blackstone Inc. | Reduce -46.9% | 0.51% | −0.35 |
| SHW The Sherwin-Williams Co. | Reduce -94.5% | 0.02% | −0.34 |
| PLD Prologis Inc. | Reduce -60.0% | 0.15% | −0.30 |
| XLE SS Energy Select Sector | Reduce -99.7% | 0.00% | −0.30 |
| NEE Nextera Energy Inc. | Reduce -6.5% | 0.90% | −0.25 |
| ELV Elevance Health Inc. | Reduce -62.4% | 0.09% | −0.25 |
| UBER Uber Technologies Inc. | Reduce -98.6% | 0.00% | −0.23 |
| ORCL Oracle Corp. | Reduce -21.6% | 0.69% | −0.22 |
| SPGI S&P Global Inc. | Reduce -33.3% | 0.34% | −0.19 |
| MELI MercadoLibre Inc. | Reduce -4.7% | 0.59% | −0.16 |
| CHX Championx Corp. | Reduce -99.6% | 0.00% | −0.15 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.15 |
| NOC Northrop Grumman Corp. | Reduce -10.9% | 0.51% | −0.14 |
| SBUX Starbucks Corp. | Reduce -91.1% | 0.01% | −0.14 |
| ICLR Icon PLC | Reduce -5.2% | 0.28% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 0.54% | −0.12 |
| AZO AutoZone Inc. | Reduce -43.3% | 0.16% | −0.12 |
| KLAC KLA Corp. | Reduce -20.1% | 0.21% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -21.8% | 0.25% | −0.11 |
| TRU Transunion | Reduce -1.5% | 0.68% | −0.11 |
| AJG Arthur J Gallagher & Co. | Reduce -26.4% | 0.29% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -18.9% | 0.24% | −0.10 |
| ABBV Abbvie Inc. | Reduce -13.5% | 0.32% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.77% | −0.09 |
| AMT American Tower Corp. | Reduce -36.3% | 0.09% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -14.3% | 0.26% | −0.09 |
| OKTA Okta Inc. | Reduce -84.0% | 0.02% | −0.09 |
| LRCX Lam Research Corp. | Reduce -88.2% | 0.01% | −0.09 |
| BAH Booz Allen Hamilton Holdings | Reduce -0.2% | 0.31% | −0.09 |
| WEX Wex Inc. | Reduce -17.5% | 0.19% | −0.09 |
| WSC Willscot Holdings Corp. | Reduce -20.1% | 0.20% | −0.08 |
| PWR Quanta Services Inc. | Reduce -23.7% | 0.31% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -2.5% | 0.39% | −0.07 |
| A Agilent Technologies Inc. | Reduce -16.6% | 0.21% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -0.7% | 0.74% | −0.07 |
| ENTG Entegris Inc. | Reduce -7.2% | 0.26% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.7% | 0.38% | −0.06 |
| PM Philip Morris International | Reduce -16.4% | 0.28% | −0.06 |
| ALGN Align Technology Inc. | Reduce -99.3% | 0.00% | −0.06 |
| SAIA Saia Inc. | Reduce -17.0% | 0.33% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -4.5% | 0.20% | −0.05 |
| TFC Truist Financial Corp. | Reduce -26.3% | 0.14% | −0.05 |
| URI United Rentals Inc. | Reduce -1.4% | 0.27% | −0.05 |
| SLB SLB Ltd. | Reduce -2.3% | 0.36% | −0.05 |
| NOW ServiceNow Inc. | Reduce -31.6% | 0.16% | −0.04 |
| SBAC SBA Communications Corp. | Reduce -0.4% | 0.20% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOG Alphabet Inc. Class C | Add +10.8% | 3.60% | +0.72 |
| MSCI MSCI Inc. | Add +16353.6% | 0.58% | +0.57 |
| FTNT Fortinet Inc. | Add +72.6% | 0.76% | +0.39 |
| CME Cme Group Inc. | Add +4216.2% | 0.35% | +0.34 |
| APO Apollo Global Management Inc. | Add +200666.6% | 0.33% | +0.33 |
| ILMN Illumina Inc. | Add +32837.5% | 0.29% | +0.29 |
| AMAT Applied Materials Inc. | Add +1069.9% | 0.29% | +0.26 |
| CBRE CBRE Group Inc. Class A | Add +8046.9% | 0.24% | +0.24 |
| WH Wyndham Hotels & Resorts Inc. | Add +24953.8% | 0.22% | +0.22 |
| BN Brookfield Corp. | Add +51.9% | 0.45% | +0.17 |
| GEV GE Vernova Inc. | Add +3315.8% | 0.15% | +0.15 |
| IDXX Idexx Laboratories Inc. | Add +1708.8% | 0.15% | +0.14 |
| COP Conocophillips | Add +39.7% | 0.58% | +0.14 |
| MCK McKesson Corp. | Add +15.2% | 0.52% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +568.1% | 0.14% | +0.12 |
| MS Morgan Stanley | Add +33.6% | 0.31% | +0.12 |
| SPOT Spotify Technology SA | Add +2034.4% | 0.12% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +34.1% | 0.34% | +0.09 |
| CDNS Cadence Design SYS Inc. | Add +24.8% | 0.31% | +0.08 |
| CTVA Corteva Inc. | Add +44.8% | 0.29% | +0.08 |
| MCD McDonald's Corp. | Add +46.0% | 0.26% | +0.07 |
| RY Royal Bank of Canada | Add +614.1% | 0.08% | +0.07 |
| HD Home Depot Inc. | Add +25.8% | 0.40% | +0.07 |
| PNR Pentair PLC | Add +37.0% | 0.21% | +0.06 |
| CCC CCC Intelligent Solutions Ho | Add +37.1% | 0.19% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +16.2% | 0.75% | +0.05 |
| DR. REDDY'S LABORATORIES | New | 0.05% | +0.05 |
| PCG P G & E Corp. | Add +11.5% | 0.47% | +0.05 |
| IRTC Irhythm Holdings Inc. | Add +111.7% | 0.08% | +0.05 |
| KEYS Keysight Technologies Inc. | Add +15.3% | 0.37% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.36% | +0.05 |
| KRE SS SPDR S&P Regional Bank | Add +28.3% | 0.18% | +0.05 |
| TTEK Tetra Tech Inc. | Add +924.3% | 0.05% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +21.7% | 0.53% | +0.05 |
| SPG Simon Property Group Inc. | Add +16.9% | 0.30% | +0.05 |
| CNM Core & Main Inc. Class A | Add +0.5% | 0.32% | +0.04 |
| QTWO Q2 Holdings Inc. | Add +195.7% | 0.05% | +0.04 |
| PBH Prestige Consumer Healthcare | Add +10053.1% | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 0.96% | +0.04 |
| MEDP Medpace Holdings Inc. | Add +15.0% | 0.31% | +0.04 |
| CDW CDW Corp. | Add +47.5% | 0.32% | +0.04 |
| FLUT Flutter Entertainment PLC-Di | Add +17.0% | 0.17% | +0.03 |
| MUR Murphy Oil Corp. | Add +886485.1% | 0.03% | +0.03 |
| NDAQ Nasdaq Inc. | Add +2.3% | 0.40% | +0.03 |
| TW Tradeweb Markets Inc. Class A | Add +1.0% | 0.42% | +0.02 |
| PTEN Patterson-Uti Energy Inc. | Add +687634.2% | 0.02% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +31.4% | 0.15% | +0.02 |
| HQY Healthequity Inc. | Add +63.1% | 0.05% | +0.02 |
| ROAD Construction Partners Inc. Class A | Add +68.4% | 0.04% | +0.02 |
| TSLA Tesla Inc. | Add +1.6% | 0.06% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -21.1% | 3,787 | $4.5M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Reduce -62.5% | 4,500 | $123K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Sold out | 1,000 | $46Kbefore exit |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 15 | $19Kbefore exit |
| M&T BANK CORPORATION (MTB 7.5 PERP J) | Common Stock | Sold out | 50 | $1Kbefore exit |
| CLAR Clarus Corp. | COM | 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 |