BESSEMER GROUP INC

Filed: 2/13/2025ACC: 0000930413-25-000561

📋 What this filing means

BESSEMER GROUP INC filed this quarterly 13F‑HR report disclosing 2487 equity positions with a total reported market value of $61.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

2487

Positions

$61.26M

Total AUM (reported)

490.91M

Total Shares

Allocation by class

SC$53.42M87.2%

FET$2.86M4.7%

SNC$2.64M4.3%

FEN$1.13M1.8%

SA$513.7K0.8%

SRE$422.4K0.7%

SN$119.1K0.2%

Portfolio Concentration

Top 3$9.43M15.4%

4–10$11.03M18.0%

11–25$8.61M14.0%

Rest$32.20M52.6%

Top 3 weight

15.4%

Top 10 weight

33.4%

Voting Authority Distribution

Total shares with voting rights: 490.91M

Sole

Full voting authority

486.58M

% of voting shares99.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.33M

% of voting shares0.9%

Investment Discretion (by position count)

Sole0

Shared0

Other2487

Dominant voting typeSole · 99.1% of voting shares

Institutional Holdings2487

Rows:

NVIDIA CORP

DFND

Shares23.56M

TypeSH

Market value$3.16M

5.17%

Sole

23.46M

Shared

0.00

None

101.41K

MICROSOFT CORP

DFND

Shares7.49M

TypeSH

Market value$3.16M

5.16%

Sole

7.46M

Shared

0.00

None

31.11K

APPLE INC

DFND

Shares12.40M

TypeSH

Market value$3.11M

5.07%

Sole

12.36M

Shared

0.00

None

45.43K

AMAZON.COM INC

DFND

Shares10.69M

TypeSH

Market value$2.34M

3.83%

Sole

10.64M

Shared

0.00

None

44.51K

ALPHABET INC CLASS C

DFND

Shares11.59M

TypeSH

Market value$2.21M

3.60%

Sole

11.52M

Shared

0.00

None

72.63K

META PLATFORMS INC

DFND

Shares2.61M

TypeSH

Market value$1.53M

2.49%

Sole

2.60M

Shared

0.00

None

10.58K

JPMORGAN CHASE & CO

DFND

Shares5.82M

TypeSH

Market value$1.40M

2.28%

Sole

5.80M

Shared

0.00

None

18.43K

BROADCOM INC

DFND

Shares5.83M

TypeSH

Market value$1.35M

2.20%

Sole

5.81M

Shared

0.00

None

14.07K

VISA INC

DFND

Shares3.76M

TypeSH

Market value$1.19M

1.94%

Sole

3.73M

Shared

0.00

None

34.92K

UNITEDHEALTH GROUP INC

DFND

Shares2.01M

TypeSH

Market value$1.02M

1.66%

Sole

1.99M

Shared

0.00

None

16.06K

CARNIVAL CORP CL A

DFND

Shares31.92M

TypeSH

Market value$795.4K

1.30%

Sole

31.92M

Shared

0.00

None

0.00

FISERV INC

DFND

Shares3.51M

TypeSH

Market value$721.9K

1.18%

Sole

3.49M

Shared

0.00

None

22.26K

COSTCO WHSL CORP NEW

DFND

Shares775.36K

TypeSH

Market value$710.4K

1.16%

Sole

763.13K

Shared

0.00

None

12.24K

BANK OF AMERICA CORP

DFND

Shares15.66M

TypeSH

Market value$688.2K

1.12%

Sole

15.60M

Shared

0.00

None

61.76K

MOTOROLA SOLUTIONS INC

DFND

Shares1.36M

TypeSH

Market value$628.8K

1.03%

Sole

1.36M

Shared

0.00

None

4.41K

WALMART INC

DFND

Shares6.53M

TypeSH

Market value$589.6K

0.96%

Sole

6.50M

Shared

0.00

None

24.29K

ISHARES TR S&P 500 INDEX

DFND

FET

Shares996.23K

TypeSH

Market value$586.5K

0.96%

Sole

991.70K

Shared

0.00

None

4.53K

NEXTERA ENERGY INC

DFND

Shares7.71M

TypeSH

Market value$552.5K

0.90%

Sole

7.69M

Shared

0.00

None

16.96K

DANAHER CORP

DFND

Shares2.40M

TypeSH

Market value$551.2K

0.90%

Sole

2.39M

Shared

0.00

None

13.63K

CENCORA INC

DFND

Shares2.17M

TypeSH

Market value$488.6K

0.80%

Sole

2.17M

Shared

0.00

None

6.78K

LOWES COS INC

DFND

Shares1.92M

TypeSH

Market value$473.5K

0.77%

Sole

1.91M

Shared

0.00

None

6.75K

FORTINET INC

DFND

Shares4.91M

TypeSH

Market value$463.6K

0.76%

Sole

4.89M

Shared

0.00

None

16.16K

UTILITIES SELECT SECT SPDR

DFND

FET

Shares6.03M

TypeSH

Market value$456.8K

0.75%

Sole

6.03M

Shared

0.00

None

5.10K

INTERCONTINENTAL EXCHG INC

DFND

Shares3.06M

TypeSH

Market value$456.3K

0.74%

Sole

3.05M

Shared

0.00

None

15.54K

OREILLY AUTO INC NEW

DFND

Shares373.22K

TypeSH

Market value$442.6K

0.72%

Sole

372.33K

Shared

0.00

None

890.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPDFND	SC	23.56M	SH	$3.16M 5.17%	23.46M	101.41K
MICROSOFT CORPDFND	SC	7.49M	SH	$3.16M 5.16%	7.46M	31.11K
APPLE INCDFND	SC	12.40M	SH	$3.11M 5.07%	12.36M	45.43K
AMAZON.COM INCDFND	SC	10.69M	SH	$2.34M 3.83%	10.64M	44.51K
ALPHABET INC CLASS CDFND	SC	11.59M	SH	$2.21M 3.60%	11.52M	72.63K
META PLATFORMS INCDFND	SC	2.61M	SH	$1.53M 2.49%	2.60M	10.58K
JPMORGAN CHASE & CODFND	SC	5.82M	SH	$1.40M 2.28%	5.80M	18.43K
BROADCOM INCDFND	SC	5.83M	SH	$1.35M 2.20%	5.81M	14.07K
VISA INCDFND	SC	3.76M	SH	$1.19M 1.94%	3.73M	34.92K
UNITEDHEALTH GROUP INCDFND	SC	2.01M	SH	$1.02M 1.66%	1.99M	16.06K
CARNIVAL CORP CL ADFND	SC	31.92M	SH	$795.4K 1.30%	31.92M	0.00
FISERV INCDFND	SC	3.51M	SH	$721.9K 1.18%	3.49M	22.26K
COSTCO WHSL CORP NEWDFND	SC	775.36K	SH	$710.4K 1.16%	763.13K	12.24K
BANK OF AMERICA CORPDFND	SC	15.66M	SH	$688.2K 1.12%	15.60M	61.76K
MOTOROLA SOLUTIONS INCDFND	SC	1.36M	SH	$628.8K 1.03%	1.36M	4.41K
WALMART INCDFND	SC	6.53M	SH	$589.6K 0.96%	6.50M	24.29K
ISHARES TR S&P 500 INDEXDFND	FET	996.23K	SH	$586.5K 0.96%	991.70K	4.53K
NEXTERA ENERGY INCDFND	SC	7.71M	SH	$552.5K 0.90%	7.69M	16.96K
DANAHER CORPDFND	SC	2.40M	SH	$551.2K 0.90%	2.39M	13.63K
CENCORA INCDFND	SC	2.17M	SH	$488.6K 0.80%	2.17M	6.78K
LOWES COS INCDFND	SC	1.92M	SH	$473.5K 0.77%	1.91M	6.75K
FORTINET INCDFND	SC	4.91M	SH	$463.6K 0.76%	4.89M	16.16K
UTILITIES SELECT SECT SPDRDFND	FET	6.03M	SH	$456.8K 0.75%	6.03M	5.10K
INTERCONTINENTAL EXCHG INCDFND	SC	3.06M	SH	$456.3K 0.74%	3.05M	15.54K
OREILLY AUTO INC NEWDFND	SC	373.22K	SH	$442.6K 0.72%	372.33K	890.00

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