Filed: 4/23/2025ACC: 0000930413-25-001363
📋 What this filing means
BESSEMER GROUP INC filed this quarterly 13F‑HR report disclosing 2621 equity positions with a total reported market value of $55.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2621
Positions
$55.78M
Total AUM (reported)
469.99M
Total Shares
Allocation by class
SC$47.65M85.4%
FET$3.00M5.4%
SNC$2.41M4.3%
FEN$1.41M2.5%
SRE$552.0K1.0%
SA$425.9K0.8%
SN$179.6K0.3%
Portfolio Concentration
Top 3$7.72M13.8%
4–10$9.30M16.7%
11–25$8.59M15.4%
Rest$30.17M54.1%
Top 3 weight
13.8%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 469.99M
Sole
Full voting authority
465.70M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.28M
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole0
Shared0
Other2621
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings2621
Rows:
MICROSOFT CORP
DFNDShares7.61M
TypeSH
Market value$2.86M
5.12%
Sole
7.58M
Shared
0.00
None
27.70K
APPLE INC
DFNDShares11.21M
TypeSH
Market value$2.49M
4.47%
Sole
11.17M
Shared
0.00
None
40.87K
NVIDIA CORP
DFNDShares21.92M
TypeSH
Market value$2.38M
4.26%
Sole
21.83M
Shared
0.00
None
91.84K
AMAZON.COM INC
DFNDShares10.68M
TypeSH
Market value$2.03M
3.64%
Sole
10.64M
Shared
0.00
None
41.45K
ALPHABET INC CLASS C
DFNDShares10.94M
TypeSH
Market value$1.71M
3.06%
Sole
10.88M
Shared
0.00
None
54.39K
META PLATFORMS INC
DFNDShares2.41M
TypeSH
Market value$1.39M
2.49%
Sole
2.40M
Shared
0.00
None
9.37K
JPMORGAN CHASE & CO
DFNDShares5.44M
TypeSH
Market value$1.33M
2.39%
Sole
5.42M
Shared
0.00
None
17.22K
VISA INC
DFNDShares3.16M
TypeSH
Market value$1.11M
1.99%
Sole
3.13M
Shared
0.00
None
26.43K
UNITEDHEALTH GROUP INC
DFNDShares1.72M
TypeSH
Market value$899.3K
1.61%
Sole
1.70M
Shared
0.00
None
13.25K
COSTCO WHSL CORP NEW
DFNDShares876.58K
TypeSH
Market value$829.1K
1.49%
Sole
869.92K
Shared
0.00
None
6.66K
BROADCOM INC
DFNDShares4.84M
TypeSH
Market value$809.7K
1.45%
Sole
4.82M
Shared
0.00
None
12.08K
NEXTERA ENERGY INC
DFNDShares9.18M
TypeSH
Market value$650.5K
1.17%
Sole
9.16M
Shared
0.00
None
19.94K
FISERV INC
DFNDShares2.89M
TypeSH
Market value$637.4K
1.14%
Sole
2.87M
Shared
0.00
None
15.65K
BANK OF AMERICA CORP
DFNDShares15.22M
TypeSH
Market value$635.3K
1.14%
Sole
15.17M
Shared
0.00
None
54.05K
CENCORA INC
DFNDShares2.17M
TypeSH
Market value$602.8K
1.08%
Sole
2.16M
Shared
0.00
None
6.06K
CARNIVAL CORP CL A
DFNDShares30.15M
TypeSH
Market value$588.8K
1.06%
Sole
30.15M
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
DFNDShares1.33M
TypeSH
Market value$583.5K
1.05%
Sole
1.33M
Shared
0.00
None
3.92K
ABBVIE INC
DFNDShares2.75M
TypeSH
Market value$576.8K
1.03%
Sole
2.74M
Shared
0.00
None
8.33K
ISHARES TR S&P 500 INDEX
DFNDShares992.73K
TypeSH
Market value$557.8K
1.00%
Sole
987.80K
Shared
0.00
None
4.93K
DANAHER CORP
DFNDShares2.54M
TypeSH
Market value$520.9K
0.93%
Sole
2.53M
Shared
0.00
None
8.99K
CHEVRON CORP
DFNDShares3.06M
TypeSH
Market value$512.3K
0.92%
Sole
3.06M
Shared
0.00
None
4.40K
BERKSHIRE HATHAWAY CL B
DFNDShares917.27K
TypeSH
Market value$488.5K
0.88%
Sole
914.21K
Shared
0.00
None
3.05K
UTILITIES SELECT SECT SPDR
DFNDShares6.06M
TypeSH
Market value$477.7K
0.86%
Sole
6.05M
Shared
0.00
None
4.89K
BJS WHOLESALE CLUB HOLDIN
DFNDShares4.19M
TypeSH
Market value$477.7K
0.86%
Sole
4.17M
Shared
0.00
None
17K
FORTINET INC
DFNDShares4.84M
TypeSH
Market value$465.8K
0.84%
Sole
4.82M
Shared
0.00
None
14.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | SC | 7.61M | SH | $2.86M 5.12% | 7.58M | 0.00 | 27.70K |
APPLE INCDFND | SC | 11.21M | SH | $2.49M 4.47% | 11.17M | 0.00 | 40.87K |
NVIDIA CORPDFND | SC | 21.92M | SH | $2.38M 4.26% | 21.83M | 0.00 | 91.84K |
AMAZON.COM INCDFND | SC | 10.68M | SH | $2.03M 3.64% | 10.64M | 0.00 | 41.45K |
ALPHABET INC CLASS CDFND | SC | 10.94M | SH | $1.71M 3.06% | 10.88M | 0.00 | 54.39K |
META PLATFORMS INCDFND | SC | 2.41M | SH | $1.39M 2.49% | 2.40M | 0.00 | 9.37K |
JPMORGAN CHASE & CODFND | SC | 5.44M | SH | $1.33M 2.39% | 5.42M | 0.00 | 17.22K |
VISA INCDFND | SC | 3.16M | SH | $1.11M 1.99% | 3.13M | 0.00 | 26.43K |
UNITEDHEALTH GROUP INCDFND | SC | 1.72M | SH | $899.3K 1.61% | 1.70M | 0.00 | 13.25K |
COSTCO WHSL CORP NEWDFND | SC | 876.58K | SH | $829.1K 1.49% | 869.92K | 0.00 | 6.66K |
BROADCOM INCDFND | SC | 4.84M | SH | $809.7K 1.45% | 4.82M | 0.00 | 12.08K |
NEXTERA ENERGY INCDFND | SC | 9.18M | SH | $650.5K 1.17% | 9.16M | 0.00 | 19.94K |
FISERV INCDFND | SC | 2.89M | SH | $637.4K 1.14% | 2.87M | 0.00 | 15.65K |
BANK OF AMERICA CORPDFND | SC | 15.22M | SH | $635.3K 1.14% | 15.17M | 0.00 | 54.05K |
CENCORA INCDFND | SC | 2.17M | SH | $602.8K 1.08% | 2.16M | 0.00 | 6.06K |
CARNIVAL CORP CL ADFND | SC | 30.15M | SH | $588.8K 1.06% | 30.15M | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCDFND | SC | 1.33M | SH | $583.5K 1.05% | 1.33M | 0.00 | 3.92K |
ABBVIE INCDFND | SC | 2.75M | SH | $576.8K 1.03% | 2.74M | 0.00 | 8.33K |
ISHARES TR S&P 500 INDEXDFND | FET | 992.73K | SH | $557.8K 1.00% | 987.80K | 0.00 | 4.93K |
DANAHER CORPDFND | SC | 2.54M | SH | $520.9K 0.93% | 2.53M | 0.00 | 8.99K |
CHEVRON CORPDFND | SC | 3.06M | SH | $512.3K 0.92% | 3.06M | 0.00 | 4.40K |
BERKSHIRE HATHAWAY CL BDFND | SC | 917.27K | SH | $488.5K 0.88% | 914.21K | 0.00 | 3.05K |
UTILITIES SELECT SECT SPDRDFND | FET | 6.06M | SH | $477.7K 0.86% | 6.05M | 0.00 | 4.89K |
BJS WHOLESALE CLUB HOLDINDFND | SC | 4.19M | SH | $477.7K 0.86% | 4.17M | 0.00 | 17K |
FORTINET INCDFND | SC | 4.84M | SH | $465.8K 0.84% | 4.82M | 0.00 | 14.42K |
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