BESSEMER GROUP INC
CIK
1054074
Location
WOODBRIDGE, NJ
Portfolio Value
Large
$72,023,091,235
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
#140
/ 8,818
▼ 8
Top Industry
Semiconductors
15.5%
Period ended 4 months ago
Filed Aug 12, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 35.1%, 56.1 effective positions, active share 42.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Medium turnover
38.9% over the last four quarters (30% to under 100%)
Horizon
Long horizon
Value-weighted holding period 23.4 quarters (12+), a floor since 77.6% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 42.2%; sector active share 8.0% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
2,529 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.7%
−0.2 pts
Top 5
24.2%
−0.5 pts
Top 10
35.1%
−1.1 pts
HHI
178
Diversified−6
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $22,039,570,370 |
| Industrials | 12.2% | $8,759,900,032 |
| Financial Services | 10.6% | $7,599,014,689 |
| Communication Services | 9.7% | $6,986,125,270 |
| Unclassified | 9.2% | $6,607,751,189 |
| Consumer Cyclical | 8.5% | $6,106,119,601 |
| Healthcare | 8.0% | $5,792,179,859 |
| Consumer Defensive | 3.6% | $2,618,332,526 |
| Energy | 2.7% | $1,939,733,561 |
| Utilities | 2.5% | $1,794,424,458 |
| Basic Materials | 1.4% | $1,027,276,796 |
| Real Estate | 1.0% | $752,662,884 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | +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 | +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 | |
| IGV | iShares Expanded Tech-Software Sector ETF | +1,277,639 | 1,277,739 | $115,763,151 | |
| 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 | |
| VUG | VANGUARD GROWTH INDEX FUND | +1,157,042 | 1,521,794 | $131,087,332 | |
| AMD | Advanced Micro Devices Inc | +1,144,479 | 1,191,421 | $692,108,368 | |
| CM | Canadian Imperial Bank Of Commerce | +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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EWZ | iShares MSCI Brazil ETF | −2,831,108 | 1,214 | $41,883 | |
| 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 | |
| QXO | QXO, Inc. | −1,621,045 | 1,302 | $21,289 | |
| BN | BROOKFIELD Corp | −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 | −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 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | −764,421 | 1,041,209 | $164,771,320 | |
| DCH | Dauch Corp | −748,335 | 1,489 | $8,070 | |
| AMRZ | Amrize Ltd | −731,140 | 3,987 | $212,505 | |
| CARG | CarGurus, Inc. | −727,167 | 357,894 | $12,200,605 | |
| AVGO | Broadcom Inc. | −721,632 | 4,625,742 | $1,747,374,036 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 258,235 | $44,122,027 | |
| FBT | First Trust NYSE Arca Biotechnology Index Fund | 137,993 | $34,207,079 | |
| 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 | |
| JPEF | JPMorgan Equity Focus ETF | 17,269 | $1,387,218 | |
| DGCB | Dimensional Global Credit ETF | 21,982 | $1,201,755 | |
| FDXF | FedEx Freight Holding Company, Inc. | 5,419 | $818,269 | |
| LILAP | Liberty Latin America Ltd. | 36,959 | $801,640 | |
| — | 6,759 | $659,678 | ||
| — | 8,892 | $617,994 | ||
| AOM | iShares Core 40/60 Moderate Allocation ETF | 10,525 | $525,092 | |
| DFGP | Dimensional Global Core Plus Fixed Income ETF | 7,343 | $399,899 | |
| JFLX | JPMorgan Flexible Debt ETF | 7,800 | $393,120 | |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 16,381 | $365,951 | |
| ADX | Adams Diversified Equity Fund, Inc. | 11,530 | $294,591 | |
| — | 3,853 | $289,938 | ||
| DFSV | Dimensional US Small Cap Value ETF | 7,420 | $287,821 | |
| DUHP | Dimensional US High Profitability ETF | 6,836 | $285,266 | |
| ITA | iShares U.S. Aerospace & Defense ETF | 880 | $213,329 | |
| IQDF | FlexShares International Quality Dividend Index Fund | 5,826 | $201,346 | |
| BETA | BETA Technologies, Inc. | 10,638 | $178,186 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMERY | Siemens Energy AG | 60,862 | $10,268,635 | |
| WNC | WABASH NATIONAL Corp | 331,602 | $2,858,409 | |
| EVSM | Eaton Vance Short Duration Municipal Income ETF | 45,842 | $2,300,809 | |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | 40,008 | $2,088,017 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 19,290 | $1,940,959 | |
| RBRK | Rubrik, Inc. | 38,667 | $1,893,522 | |
| SMMU | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | 28,695 | $1,447,662 | |
| — | 81,500 | $1,314,595 | ||
| PSP | Victory Portfolios II | 20,983 | $1,185,958 | |
| SLRC | SLR Investment Corp. | 29,396 | $420,656 | |
| CBC | Central Bancompany, Inc. | 15,270 | $365,716 | |
| S | SentinelOne, Inc. | 26,430 | $337,072 | |
| BRZE | Braze, Inc. | 13,440 | $317,318 | |
| PRCT | PROCEPT BioRobotics Corp | 11,230 | $280,862 | |
| ATRC | AtriCure, Inc. | 9,570 | $273,032 | |
| ALKT | Alkami Technology, Inc. | 16,950 | $265,606 | |
| GABC | German American Bancorp, Inc. | 6,200 | $259,098 | |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | 2,719 | $248,435 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | 11,556 | $241,867 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | 9,540 | $241,075 | |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | 9,319 | $240,896 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | 10,934 | $239,345 | |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | 9,138 | $238,136 | |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | 10,174 | $236,647 | |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 9,278 | $235,011 | |
| No positions match the current search. | ||||
2,529 tracked positions ·
$72,023,091,235 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 2,529 positions by value
· page 1 of 51
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 23,947,781 | $4,791,711,495 | 6.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,904,025 | $3,444,548,669 | 4.78% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 9,650,123 | $3,409,677,954 | 4.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 10,096,298 | $2,406,351,660 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,142,474 | $2,291,265,646 | 3.18% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,625,742 | $1,747,374,036 | 2.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,373,946 | $1,337,220,036 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,076,132 | $1,334,240,281 | 1.85% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 923,815 | $1,108,051,512 | 1.54% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 1,495,970 | $1,081,586,310 | 1.50% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 9,973,918 | $875,410,775 | 1.22% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,629,884 | $778,383,696 | 1.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,792,889 | $754,089,107 | 1.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,954,184 | $743,390,856 | 1.03% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 12,572,146 | $716,360,873 | 0.99% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 951,621 | $712,659,447 | 0.99% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,191,421 | $692,108,368 | 0.96% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 6,387,562 | $663,539,936 | 0.92% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,865,696 | $640,101,634 | 0.89% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 663,996 | $621,148,335 | 0.86% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,330,815 | $576,682,057 | 0.80% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 538,696 | $573,657,366 | 0.80% | |
| INTC |
Intel Corp
Technology
|
Added | 4,070,243 | $568,328,024 | 0.79% | |
| KLAC |
Kla Corp
Technology
|
Added | 1,806,465 | $545,028,551 | 0.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,577,974 | $537,728,819 | 0.75% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 1,924,201 | $517,340,676 | 0.72% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 2,464,698 | $494,467,707 | 0.69% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 717,731 | $492,944,823 | 0.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,273,009 | $483,960,994 | 0.67% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,909,742 | $482,318,831 | 0.67% | |
| MU |
Micron Technology Inc
Technology
|
Added | 403,732 | $466,023,805 | 0.65% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,660,611 | $448,879,754 | 0.62% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 1,474,137 | $417,151,282 | 0.58% | |
| XPO |
XPO, Inc.
Industrials
|
Reduced | 1,939,169 | $398,091,997 | 0.55% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Reduced | 2,108,259 | $386,043,299 | 0.54% | |
| BA |
Boeing Co
Industrials
|
Added | 1,746,389 | $378,040,819 | 0.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,023,781 | $365,868,611 | 0.51% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Reduced | 1,461,354 | $365,309,268 | 0.51% | |
| C |
Citigroup Inc
Financial Services
|
Added | 2,486,504 | $348,011,094 | 0.48% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 3,874,453 | $337,232,383 | 0.47% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,463,199 | $336,768,560 | 0.47% | |
| AEE |
Ameren Corp
Utilities
|
Reduced | 2,715,499 | $306,960,000 | 0.43% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 659,506 | $302,798,984 | 0.42% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Reduced | 2,888,303 | $295,328,978 | 0.41% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Reduced | 866,644 | $286,391,170 | 0.40% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 242,381 | $284,763,736 | 0.40% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Added | 1,519,665 | $280,423,778 | 0.39% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 1,257,585 | $267,966,205 | 0.37% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Reduced | 763,166 | $267,161,516 | 0.37% | |
| GDXJ |
VanEck Junior Gold Miners ETF
|
Held | 2,673,565 | $262,677,761 | 0.36% |
Showing the top 50 of 2,529 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.