BESSEMER GROUP INC

CIK

1054074

Location

WOODBRIDGE, NJ

Portfolio Value

Large $65,928,654,481

Diversification

Diversified

Reports for

BESSEMER INVESTMENT MANAGEMENT LLC BESSEMER TRUST CO BESSEMER TRUST Co NATIONAL ASSOCIATION Bessemer Trust Co of California, N.A. Bessemer Trust CO of Delaware, N.A. BESSEMER TRUST Co OF FLORIDA Bessemer Trust Co of Nevada, National Association

Filing Date

Global Rank

#133 / 8,700 —

Top Industry

Semiconductors 15.5%

Period ended 2 months ago

Filed Aug 12, 2026 · 32d

26 quarters · since Mar 2020

Portfolio Concentration

2,148 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.4 pts

Top 5

25.3%

+0.4 pts

Top 10

35.4%

−1.1 pts

HHI

188

Diversified+2

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$22,030,183,325	297
Industrials	13.3%	$8,759,890,414	303
Financial Services	11.5%	$7,553,133,666	367
Communication Services	10.6%	$6,986,135,050	86
Consumer Cyclical	9.3%	$6,106,119,537	252
Healthcare	8.8%	$5,792,175,562	274
Consumer Defensive	4.0%	$2,620,147,922	104
Energy	2.9%	$1,940,026,479	113
Utilities	2.7%	$1,793,199,986	72
Basic Materials	1.6%	$1,027,276,794	108
Real Estate	1.1%	$752,662,831	136
Unclassified	0.9%	$567,702,915	36

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DRS	Leonardo DRS, Inc.	+2,215,137	2,215,187	$94,522,023
MDLN	Medline Inc.	+2,144,490	5,648,496	$222,776,675
IP	International Paper Co /New/	+1,836,566	5,150,082	$196,218,119
TSLA	Tesla, Inc.	+1,736,649	1,792,889	$754,089,107
KLAC	Kla Corp	+1,626,186	1,806,465	$545,028,551
INTC	Intel Corp	+1,592,223	4,070,243	$568,328,024
BMO	Bank Of Montreal /Can/	+1,427,492	1,469,398	$259,642,620
GILD	Gilead Sciences, Inc.	+1,379,838	1,444,022	$182,437,735
VZ	Verizon Communications Inc	+1,320,855	4,653,695	$197,037,440
RCI	Rogers Communications Inc	+1,313,413	1,313,686	$42,694,793
BANC	Banc Of California, Inc.	+1,285,546	1,672,223	$34,161,021
LUMN	Lumen Technologies, Inc.	+1,285,515	1,892,902	$14,537,482
TEVA	Teva Pharmaceutical Industries Ltd	+1,231,117	5,581,600	$189,104,601
PTEN	Patterson Uti Energy Inc	+1,215,981	1,217,139	$11,173,330
SARO	StandardAero, Inc.	+1,205,772	6,004,626	$179,598,359
FCX	Freeport-Mcmoran Inc	+1,165,046	1,209,006	$76,034,382
AMD	Advanced Micro Devices Inc	+1,144,479	1,191,421	$692,108,368
CM	Canadian Imperial Bank Of Commerce /Can/	+1,134,923	1,246,182	$143,310,930
ARES	Ares Management Corp	+1,101,827	1,105,985	$123,107,185
BGS	B&G Foods, Inc.	+1,088,100	1,088,307	$4,330,639
MAC	Macerich Co	+1,085,072	1,087,204	$27,384,073
CSCO	Cisco Systems, Inc.	+1,007,479	4,577,974	$537,728,819
RWT	Redwood Trust Inc	+960,950	962,230	$4,560,317
ATI	Ati Inc	+952,877	954,983	$188,227,146
VEA	Vanguard FTSE Developed Markets ETF	+916,511	1,211,354	$86,308,972
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−22,033,031	27,704	$3,305,918
FNDA	Schwab Fundamental U.S. Small Company ETF	−5,804,654	148	$5,632
VEU	Vanguard FTSE All-World Ex-US ETF	−4,225,652	331,976	$27,802,989
IVZ	Invesco Ltd.	−3,483,526	7,612	$200,879
MDT	Medtronic plc	−2,587,971	2,165,359	$169,396,029
FTNT	Fortinet, Inc.	−2,454,282	1,177,458	$180,881,093
RYAN	Ryan Specialty Holdings, Inc.	−2,373,218	3,263	$123,209
SRE	Sempra	−2,215,017	16,711	$1,549,273
VB	Vanguard Morningstar Small-Cap ETF	−1,979,955	122,573	$37,154,324
QXO	QXO, Inc.	−1,621,045	1,302	$21,289
BN	BROOKFIELD Corp /ON/	−1,388,075	4,273,425	$182,005,164
TTEK	Tetra Tech Inc	−1,329,933	102,072	$2,948,858
TFC	Truist Financial Corp	−1,255,244	1,126,887	$56,141,506
CRH	Crh Public Ltd Co	−1,147,802	2,129,316	$227,836,812
DG	Dollar General Corp	−1,112,741	7,689	$885,077
NOW	ServiceNow, Inc.	−1,077,799	45,996	$4,566,478
ONB	Old National Bancorp /In/	−1,021,572	400,034	$10,360,879
NVDA	Nvidia Corp	−1,003,275	23,947,781	$4,791,711,495
V	Visa Inc.	−985,070	1,865,696	$640,101,634
CME	Cme Group Inc.	−949,843	15,393	$3,399,234
COO	Cooper Companies, Inc.	−931,840	12,234	$877,297
LOW	Lowes Companies Inc	−837,985	21,140	$4,661,154
ICE	Intercontinental Exchange, Inc.	−826,136	1,952,476	$240,369,314
MSFT	Microsoft Corp	−779,203	6,142,474	$2,291,265,646
DCH	Dauch Corp	−748,335	1,489	$8,070
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	258,235	$44,122,027
CGGR	Capital Group Growth ETF	618,015	$29,170,308
WRBY	Warby Parker Inc.	546,128	$16,567,943
SPHR	Sphere Entertainment Co.	95,452	$16,514,499
MAMA	Mama's Creations, Inc.	741,584	$13,236,022
HONA	Honeywell Aerospace Inc.	25,287	$5,590,444
OGC	OceanaGold Corp	79,600	$1,996,368
FDXF	FedEx Freight Holding Company, Inc.	5,419	$818,269
ADX	Adams Diversified Equity Fund, Inc.	11,530	$294,591
BETA	BETA Technologies, Inc.	10,638	$178,186
VGNT	Versigent PLC	3,635	$146,955
SRFM	Surf Air Mobility Inc.	125,000	$145,000
ISD	PGIM High Yield Bond Fund, Inc.	10,100	$131,906
AAAU	Goldman Sachs Physical Gold ETF	3,215	$127,217
PDI	PIMCO Dynamic Income Fund	7,366	$123,012
PHK	Pimco High Income Fund	25,000	$116,500
EVV	Eaton Vance Ltd Duration Income Fund	11,700	$109,629
CGIE	Capital Group International Equity ETF	2,927	$107,655
KIO	KKR Income Opportunities Fund	6,000	$67,560
NVG	Nuveen AMT-Free Municipal Credit Income Fund	5,000	$64,000
BOOM	DMC Global Inc.	10,000	$58,100
PALL	abrdn Palladium ETF Trust	2,500	$55,200
BST	BlackRock Science & Technology Trust	1,000	$50,710
JPC	Nuveen Preferred & Income Opportunities Fund	6,000	$47,280
PRAX	Praxis Precision Medicines, Inc.	140	$46,870
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	5,319,736	$492,357,094
AFK	VanEck Africa Index ETF	2,909,852	$324,415,803
BKF	iShares MSCI BIC ETF	4,684,057	$260,956,723
—		631,050	$114,515,008
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	2,106,119	$106,752,823
BNDW	Vanguard Total World Bond ETF	880,580	$65,115,853
AGNG	Global X Funds Global X Aging Population ETF	1,026,486	$19,260,976
DCOR	Dimensional US Core Equity 1 ETF	469,964	$18,582,174
BNDC	FlexShares Core Select Bond Fund	273,435	$16,965,822
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	154,382	$11,172,137
SMERY	Siemens Energy AG/ADR	60,862	$10,268,635
ABI	VictoryShares Pioneer Asset-Based Income ETF	59,758	$6,970,999
—		77,412	$6,685,979
VCRM	Vanguard Core Tax-Exempt Bond ETF	77,113	$3,847,166
EDV	Vanguard World Funds Extended Duration ETF	38,166	$3,702,550
WNC	WABASH NATIONAL Corp	331,602	$2,858,409
BILZ	PIMCO Ultra Short Government Active ETF	38,430	$2,380,942
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	45,842	$2,300,809
RBRK	Rubrik, Inc.	38,667	$1,893,522
ANEW	ProShares MSCI Transformational Changes ETF	29,175	$1,358,031
—		81,500	$1,314,595
AIRR	First Trust RBA American Industrial Renaissance ETF	19,590	$958,450
BDBT	Bluemonte Core Bond ETF	12,940	$885,484
—		9,096	$745,688
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	13,464	$725,450
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,148 tracked positions · $65,928,654,481 total · filing declares 10,064 positions · $72,730,243 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,148 positions by value · page 1 of 43

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	23,947,781	-1,003,275	$4,791,711,495	+10.1%	7.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,673,904	-485,149	$3,775,546,565	+17.9%	5.73%
AAPL	Apple Inc. Technology	Reduced	11,904,025	-24,540	$3,444,548,669	+13.8%	5.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,096,298	+267,550	$2,406,351,660	+17.6%	3.65%
MSFT	Microsoft Corp Technology	Reduced	6,142,474	-779,203	$2,291,265,646	−10.6%	3.48%
AVGO	Broadcom Inc. Technology	Reduced	4,625,742	-721,632	$1,747,374,036	+5.6%	2.65%
META	Meta Platforms, Inc. Communication Services	Added	2,373,946	+75,889	$1,337,220,036	+1.7%	2.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,076,132	-384,577	$1,334,240,281	+1.7%	2.02%
LLY	ELI LILLY & Co Healthcare	Added	923,815	+63,111	$1,108,051,512	+40.0%	1.68%
AMAT	Applied Materials Inc /De Technology	Added	1,495,970	+279,597	$1,081,586,310	+160.2%	1.64%
NEE	Nextera Energy Inc Utilities	Reduced	9,973,918	-213,095	$875,410,775	−7.5%	1.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,629,884	-151,880	$778,383,696	+29.3%	1.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,792,889	+1,736,649	$754,089,107	+3506.8%	1.14%
ABBV	AbbVie Inc. Healthcare	Reduced	2,954,184	-203,752	$743,390,856	+8.2%	1.13%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,572,146	-112,831	$716,360,873	+15.8%	1.09%
AMD	Advanced Micro Devices Inc Technology	Added	1,191,421	+1,144,479	$692,108,368	+7147.7%	1.05%
V	Visa Inc. Financial Services	Reduced	1,865,696	-985,070	$640,101,634	−25.7%	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	663,996	-5,801	$621,148,335	−6.9%	0.94%
LRCX	Lam Research Corp Technology	Added	1,330,815	+536,711	$576,682,057	+239.9%	0.87%
CAT	Caterpillar Inc Industrials	Reduced	538,696	-2,100	$573,657,366	+49.7%	0.87%
INTC	Intel Corp Technology	Added	4,070,243	+1,592,223	$568,328,024	+419.7%	0.86%
KLAC	Kla Corp Technology	Added	1,806,465	+1,626,186	$545,028,551	+105.3%	0.83%
CSCO	Cisco Systems, Inc. Technology	Added	4,577,974	+1,007,479	$537,728,819	+94.1%	0.82%
HWM	Howmet Aerospace Inc. Industrials	Reduced	1,924,201	-241,072	$517,340,676	+3.7%	0.78%
COF	Capital One Financial Corp Financial Services	Added	2,464,698	+295,632	$494,467,707	+25.0%	0.75%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,273,009	-39,412	$483,960,994	−9.7%	0.73%
CVX	Chevron Corp Energy	Reduced	2,909,742	-561,294	$482,318,831	−32.8%	0.73%
MU	Micron Technology Inc Technology	Added	403,732	+105,979	$466,023,805	+363.3%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,660,611	+334,731	$448,879,754	+8.9%	0.68%
COR	Cencora, Inc. Healthcare	Added	1,474,137	+259,131	$417,151,282	+9.3%	0.63%
XPO	XPO, Inc. Industrials	Reduced	1,939,169	-481,730	$398,091,997	−15.5%	0.60%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	2,108,259	-210,864	$386,043,299	+9.1%	0.59%
BA	Boeing Co Industrials	Added	1,746,389	+156,099	$378,040,819	+19.4%	0.57%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	1,461,354	-14,534	$365,309,268	+25.3%	0.55%
C	Citigroup Inc Financial Services	Added	2,486,504	+36,230	$348,011,094	+25.2%	0.53%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	3,874,453	-48,283	$337,232,383	+28.2%	0.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,463,199	-557,915	$336,768,560	−34.3%	0.51%
AEE	Ameren Corp Utilities	Reduced	2,715,499	-43,106	$306,960,000	+1.2%	0.47%
SPOT	Spotify Technology S.A. Communication Services	Added	659,506	+16,383	$302,798,984	−2.9%	0.46%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	2,888,303	-38,393	$295,328,978	+9.4%	0.45%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	866,644	-12,513	$286,391,170	+7.1%	0.43%
GEV	GE Vernova Inc. Industrials	Added	242,381	+143,999	$284,763,736	+231.6%	0.43%
DASH	DoorDash, Inc. Consumer Cyclical	Added	1,519,665	+400,070	$280,423,778	+66.8%	0.43%
RSG	Republic Services, Inc. Industrials	Reduced	1,257,585	-16,922	$267,966,205	−4.0%	0.41%
KEYS	Keysight Technologies, Inc. Technology	Reduced	763,166	-272,944	$267,161,516	−8.7%	0.41%
BMO	Bank Of Montreal /Can/ Financial Services	Added	1,469,398	+1,427,492	$259,642,620	+4478.0%	0.39%
MS	Morgan Stanley Financial Services	Added	1,227,982	+490,150	$256,697,352	+111.4%	0.39%
PWR	Quanta Services, Inc. Industrials	Reduced	356,288	-70,148	$256,541,606	+9.6%	0.39%
PANW	Palo Alto Networks Inc Technology	Added	741,176	+8,614	$252,755,833	+115.2%	0.38%
ARGX	Argenx SE Healthcare	Added	267,779	+203,528	$248,437,315	+429.5%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.