BESSEMER GROUP INC — 13F Holdings & Portfolio
CIK 1054074 · latest 13F-HR filed 2026-08-12
BESSEMER GROUP INC manages $72.73B in 13F-reported U.S. long-equity assets across 10,064 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (4.89%), AAPL (3.46%), GOOG (3.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 184 new positions and exited 158; 1,281 existing positions rose in reported value and 677 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$72.73B
Long-equity book
Holdings
10,064
Distinct positions
Period
2026-06-30
Filed 2026-08-12
Q/Q Activity
+184 / −158 / ↑1281 / ↓677
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 23, 2026.
Assets Under Management
$47.00B
Discretionary
$47.00B
Employees
70
Accounts
10
Address
1271 AVENUE OF THE AMERICAS
46TH FLOOR
NEW YORK, NY 10020
46TH FLOOR
NEW YORK, NY 10020
Phone
(212) 708-9100
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BESSEMER TRUST COMPANY, NA Control | MEMBER since Mar 2001 | 75% or more | Domestic Entity |
| GARCIA, YVETTE, MARIE Control | SECRETARY/MANAGING DIRECTOR/DIRECTOR since Jan 2019 | Less than 5% | Individual |
| HEILBORN, ALLISON, DIANA Control | MANAGING DIRECTOR/TREASURER/DIRECTOR since Jan 2022 | Less than 5% | Individual |
| MACDONALD, HOLLY, HUFFMAN Control | DIRECTOR since Jan 2026 | Less than 5% | Individual |
| MILLS, JEFFREY, D Control | MANAGING DIRECTOR/PRESIDENT since Feb 2026 | Less than 5% | Individual |
| GUPTA, RITU | CHIEF COMPLIANCE OFFICER since Apr 2021 | Less than 5% | Individual |
| THE BESSEMER GROUP, INCORPORATED Control Indirect owner via BESSEMER TRUST COMPANY, NA | SHAREHOLDER since Sep 1981 | 75% or more | Domestic Entity |
Ownership & leadership changes · 16 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Feb 9, 2026 filing
- AddedMILLS, JEFFREY, D · MANAGING DIRECTOR/PRESIDENT · Less than 5% · control person
- ChangedMACDONALD, HOLLY, HUFFMAN · title PRESIDENT/DIRECTOR → DIRECTOR
Jan 23, 2026 filing
- No longer listedSTERN, MARC, DAVID · DIRECTOR · Less than 5% · control person · listed since Oct 2012
- ChangedMACDONALD, HOLLY, HUFFMAN · title PRESIDENT → PRESIDENT/DIRECTOR
Mar 21, 2025 filing
- ChangedGUPTA, RITU · no longer a control person
Mar 22, 2022 filing
- No longer listedMACDONALD, JOHN, GERARD · MANAGING DIRECTOR/TREASURER/DIRECTOR · Less than 5% · control person · listed since Mar 2001
- AddedHEILBORN, ALLISON, DIANA · MANAGING DIRECTOR/TREASURER/DIRECTOR · Less than 5% · control person
May 12, 2021 filing
- No longer listedGRAY, SEAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2020
- AddedGUPTA, RITU · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 20, 2020 filing
- No longer listedKENNEDY, THOMAS, GORDON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2016
- AddedGRAY, SEAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 7, 2020 filing
- No longer listedPATTERSON, REBECCA, HOPE · PRESIDENT · Less than 5% · control person · listed since Jan 2013
- AddedMACDONALD, HOLLY, HUFFMAN · PRESIDENT · Less than 5% · control person
Jan 16, 2019 filing
- No longer listedWILLIAMSON, STEVEN, LLOYD · SECRETARY/MANAGING DIRECTOR/DIRECTOR · Less than 5% · control person · listed since Mar 2001
- AddedGARCIA, YVETTE, MARIE · SECRETARY/MANAGING DIRECTOR/DIRECTOR · Less than 5% · control person
Jul 29, 2016 filing
- No longer listedKNIGHT, NICOLA · ASSISTANT SECRETARY/CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2015
- AddedKENNEDY, THOMAS, GORDON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 29, 2016 filing
- No longer listedAW, NJUNT, W · MANAGING DIRECTOR · Less than 5% · control person · listed since Dec 2013
- No longer listedCRAWFORD, MICHAEL · MANAGING DIRECTOR · Less than 5% · control person · listed since Dec 2013
- No longer listedHALL, JOHN, BERNARD · MANAGING DIRECTOR · Less than 5% · control person · listed since Jul 1998
- No longer listedLESTER, GREGORY, MANUEL · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2006
- No longer listedMARIANI, FRANK, ANTHONY · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2005
- No longer listedMURTAGH, RICHARD · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2005
- No longer listedROSSMILLER, DAVID, WAYNE · MANAGING DIRECTOR · Less than 5% · control person · listed since May 2010
- No longer listedSTAHL, WILLIAM, PRESTON · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2008
- No longer listedWHITEFORD, BRUCE, ALAN · MANAGING DIRECTOR · Less than 5% · control person · listed since Mar 2001
Older changes (7 more filings)
Apr 7, 2015 filing
- No longer listedANDREWS, DON, JAMES · MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2002
- No longer listedTHE BESSEMER GROUP, INCORPORATED · SHAREHOLDER · 75% or more · indirect via BESSEMER TRUST CO., NA · control person · listed since Sep 1981
- AddedKNIGHT, NICOLA · ASSISTANT SECRETARY/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedTHE BESSEMER GROUP, INCORPORATED · SHAREHOLDER · 75% or more · indirect via BESSEMER TRUST COMPANY, NA · control person
Mar 6, 2015 filing
- No longer listedLANGAS, PETER, JOHN · MANAGING DIRECTOR · Less than 5% · control person · listed since Jun 2008
- ChangedWILLIAMSON, STEVEN, LLOYD · title ASSISTANT SECRETARY/DIRECTOR → SECRETARY/MANAGING DIRECTOR/DIRECTOR
Mar 25, 2014 filing
- AddedAW, NJUNT, W · MANAGING DIRECTOR · Less than 5% · control person
- AddedCRAWFORD, MICHAEL · MANAGING DIRECTOR · Less than 5% · control person
Jan 17, 2013 filing
- No longer listedHILTON, JOHN, ALLEN · DIRECTOR · Less than 5% · control person · listed since Mar 2003
- ChangedPATTERSON, REBECCA, HOPE · title MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER → PRESIDENT
- ChangedSTERN, MARC, DAVID · title PRESIDENT → DIRECTOR
Dec 11, 2012 filing
- No longer listedWOOLLEY, HAROLD, SPRING · MANAGING DIRECTOR · Less than 5% · control person · listed since Mar 2001
Jul 27, 2012 filing
- AddedPATTERSON, REBECCA, HOPE · MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 30, 2012 filing (earliest on record)
- ListedANDREWS, DON, JAMES · MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedBESSEMER TRUST COMPANY, NA · MEMBER · 75% or more · control person
- ListedHALL, JOHN, BERNARD · MANAGING DIRECTOR · Less than 5% · control person
- ListedHILTON, JOHN, ALLEN · DIRECTOR · Less than 5% · control person
- ListedLANGAS, PETER, JOHN · MANAGING DIRECTOR · Less than 5% · control person
- ListedLESTER, GREGORY, MANUEL · MANAGING DIRECTOR · Less than 5% · control person
- ListedMACDONALD, JOHN, GERARD · MANAGING DIRECTOR/TREASURER/DIRECTOR · Less than 5% · control person
- ListedMARIANI, FRANK, ANTHONY · MANAGING DIRECTOR · Less than 5% · control person
- ListedMURTAGH, RICHARD · MANAGING DIRECTOR · Less than 5% · control person
- ListedROSSMILLER, DAVID, WAYNE · MANAGING DIRECTOR · Less than 5% · control person
- ListedSTAHL, WILLIAM, PRESTON · MANAGING DIRECTOR · Less than 5% · control person
- ListedSTERN, MARC, DAVID · PRESIDENT · Less than 5% · control person
- ListedTHE BESSEMER GROUP, INCORPORATED · SHAREHOLDER · 75% or more · indirect via BESSEMER TRUST CO., NA · control person
- ListedWHITEFORD, BRUCE, ALAN · MANAGING DIRECTOR · Less than 5% · control person
- ListedWILLIAMSON, STEVEN, LLOYD · ASSISTANT SECRETARY/DIRECTOR · Less than 5% · control person
- ListedWOOLLEY, HAROLD, SPRING · MANAGING DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TESLA INC$733.2M +3506.7%
- ADVANCED MICRO DEVICES INC$682.6M +7148.0%
- APPLIED MATERIALS$665.8M +160.2%
- ALPHABET INC CLASS C$499.0M +17.1%
- INTEL CORP$459.0M +419.7%
Top Trims
- CME GROUP INC-$281.7M -98.8%
- MICROSOFT CORP-$270.9M -10.6%
- MEDTRONIC PLC-$242.5M -58.9%
- CHEVRON CORP-$235.8M -32.8%
- VISA INC-$221.5M -25.7%
New Positions
- ROUNDHILL MEMORY ETF$689.0M
- CARNIVAL CORP LTD$243.0M
- SPACE EXPLORATION TECHNOLO$44.1M
- FIRST TRUST NYSE ARCA BIOT$34.2M
- CAPITAL GROUP GROWTH ETF$29.2M
Exited Positions
- CARNIVAL CORP CL A$220.1M
- HONEYWELL INTL INC$142.2M
- SIEMENS ENERGY AG NPV ADR$10.0M
- DUPONT DE NEMOURS INC$5.3M
- TRI POINTE HOMES INC$4.5M
BESSEMER GROUP INC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 67066G104 | $3.55B | 4.89% | 17,765,389 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $2.51B | 3.46% | 8,688,818 | SH |
| 3 | ALPHABET INC CLASS C | GOOG | 02079K107 | $2.49B | 3.42% | 7,047,313 | SH |
| 4 | AMAZON.COM INC | AMZN | 023135106 | $1.75B | 2.41% | 7,353,045 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $1.62B | 2.23% | 4,352,357 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $1.25B | 1.72% | 3,315,574 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $962.8M | 1.32% | 2,941,264 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $950.8M | 1.31% | 1,687,893 | SH |
| 9 | ELI LILLY & CO | LLY | 532457108 | $807.2M | 1.11% | 673,022 | SH |
| 10 | APPLIED MATERIALS | AMAT | 038222105 | $717.9M | 0.99% | 992,955 | SH |
| 11 | NEXTERA ENERGY INC | NEE | 65339F101 | $628.3M | 0.86% | 7,158,133 | SH |
| 12 | TESLA INC | TSLA | 88160R101 | $571.3M | 0.79% | 1,358,198 | SH |
| 13 | TAIWAN SEMI MFG CO ADR | TSM | 874039100 | $555.0M | 0.76% | 1,162,143 | SH |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $535.6M | 0.74% | 921,966 | SH |
| 15 | ABBVIE INC | ABBV | 00287Y109 | $482.3M | 0.66% | 1,916,725 | SH |
| 16 | NVIDIA CORP | NVDA | 67066G104 | $473.8M | 0.65% | 2,368,044 | SH |
| 17 | KLA CORPORATION | KLAC | 482480100 | $472.5M | 0.65% | 1,566,013 | SH |
| 18 | BANK OF AMERICA CORP | BAC | 060505104 | $471.5M | 0.65% | 8,274,906 | SH |
| 19 | ROUNDHILL MEMORY ETF | DRAM | 77926X320 | $463.1M | 0.64% | 6,270,871 | SH |
| 20 | COSTCO WHSL CORP NEW | COST | 22160K105 | $449.5M | 0.62% | 480,484 | SH |
| 21 | CISCO SYSTEMS INC | CSCO | 17275R102 | $423.2M | 0.58% | 3,602,670 | SH |
| 22 | VISA INC | V | 92826C839 | $402.5M | 0.55% | 1,173,125 | SH |
| 23 | CHEVRON CORP | CVX | 166764100 | $398.9M | 0.55% | 2,406,352 | SH |
| 24 | MICRON TECHNOLOGY INC | MU | 595112103 | $398.6M | 0.55% | 345,302 | SH |
| 25 | ISHRS MSCI EAFE IND FND | EFA | 464287465 | $381.0M | 0.52% | 3,668,136 | SH |
| 26 | LAM RESEARCH CORP | LRCX | 512807306 | $380.0M | 0.52% | 876,851 | SH |
| 27 | INTEL CORP | INTC | 458140100 | $376.4M | 0.52% | 2,695,508 | SH |
| 28 | CATERPILLAR INC | CAT | 149123101 | $374.3M | 0.51% | 351,496 | SH |
| 29 | MCDONALDS CORP | MCD | 580135101 | $371.3M | 0.51% | 1,373,732 | SH |
| 30 | HOWMET AEROSPACE INC | HWM | 443201108 | $361.4M | 0.50% | 1,344,249 | SH |
| 31 | CAPITAL ONE FINANCIAL | COF | 14040H105 | $348.7M | 0.48% | 1,738,174 | SH |
| 32 | APPLE INC | AAPL | 037833100 | $347.1M | 0.48% | 1,199,714 | SH |
| 33 | ALPHABET INC CLASS C | GOOG | 02079K107 | $333.0M | 0.46% | 942,573 | SH |
| 34 | ISHARES TR S&P 500 INDEX | IVV | 464287200 | $328.4M | 0.45% | 438,509 | SH |
| 35 | WALMART INC | WMT | 931142103 | $313.2M | 0.43% | 2,765,733 | SH |
| 36 | CENCORA INC | COR | 03073E105 | $300.6M | 0.41% | 1,062,167 | SH |
| 37 | CITIGROUP INC | C | 172967424 | $290.7M | 0.40% | 2,077,228 | SH |
| 38 | BOEING COMPANY | BA | 097023105 | $288.5M | 0.40% | 1,332,901 | SH |
| 39 | ALPHABET INC. CLASS A | GOOGL | 02079K305 | $268.2M | 0.37% | 750,553 | SH |
| 40 | VANECK JR GOLD MINERS ETF | GDXJ | 92189F791 | $262.7M | 0.36% | 2,673,565 | SH |
| 41 | XPO INC | XPO | 983793100 | $254.9M | 0.35% | 1,241,641 | SH |
| 42 | LIVE NATION ENTERTMNT INC | LYV | 538034109 | $253.1M | 0.35% | 1,382,022 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $245.8M | 0.34% | 659,068 | SH |
| 44 | DOORDASH INC | DASH | 25809K105 | $244.1M | 0.34% | 1,323,047 | SH |
| 45 | CARNIVAL CORP LTD | CCL | G2004J103 | $242.1M | 0.33% | 8,472,890 | SH |
| 46 | AMAZON.COM INC | AMZN | 023135106 | $239.6M | 0.33% | 1,005,356 | SH |
| 47 | VANGUARD S&P 500 ETF | VOO | 922908363 | $231.2M | 0.32% | 336,654 | SH |
| 48 | US FOODS HOLDING CORP | USFD | 912008109 | $226.6M | 0.31% | 2,216,091 | SH |
| 49 | EXXON MOBIL CORP | XOM | 30231G102 | $224.9M | 0.31% | 1,644,768 | SH |
| 50 | NVIDIA CORP | NVDA | 67066G104 | $222.1M | 0.31% | 1,110,028 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $72.73B | 10,064 | 0000930413-26-002471 |
| 2026-03-31 | 2026-05-06 | $63.62B | 9,822 | 0000930413-26-001498 |
| 2025-12-31 | 2026-02-05 | $65.13B | 9,738 | 0000930413-26-000358 |
Filer Information
Address
100 WOODBRIDGE CENTER DRIVEWOODBRIDGE, NJ 07095-1195
Phone
(212) 708-9182
Filing Manager
BESSEMER GROUP INC
WOODBRIDGE, NJ
Signatory
Ritu Gupta
Managing Director