BESSEMER GROUP INC
SEC Form 13F institutional filer · CIK 0001054074
13F-HR · 520 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
43.1%
BESSEMER GROUP INC — $49.8M AUM allocation strategy
BESSEMER GROUP INC files SEC Form 13F and reports $49.8M of long US equity value across 520 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.3%, followed by Communication Services 8.5% and Financials 6.5%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BESSEMER GROUP INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$49.8M
total across 520 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +5.03M sh · +$142K+$IBKR +2.39M sh · +$165K+$INTC +2.37M sh · +$106K
Biggest trims (shares)
−$BSX −3.85M sh · −$369K−$DHR −2.06M sh · −$473K−$ORLY −1.79M sh · −$163K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.1%—
- Interactive Media & Services8.5%—
- Technology Hardware, Storage & Peripherals6.1%—
- Systems Software5.1%—
- Broadline Retail4.1%—
- Diversified Banks3.9%—
- Integrated Oil & Gas2.5%—
- Consumer Staples Merchandise Retail2.4%—
- Other holdings55.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 25M | $4.35M | +985K | 8.7% |
| $AAPL | Apple Inc | 11.9M | $3.03M | -337K | 6.1% |
| $GOOGL | Alphabet Inc | 10.1M | $2.91M | -534K | 5.8% |
| $MSFT | Microsoft Corporation | 6.92M | $2.56M | +538K | 5.1% |
| $AMZN | Amazon.com Inc | 9.83M | $2.05M | -517K | 4.1% |
| $AVGO | Broadcom Inc | 5.35M | $1.66M | -21.7K | 3.3% |
| $META | Meta Platforms Inc | 2.3M | $1.32M | -83.8K | 2.6% |
| $JPM | JP Morgan Chase & Co | 4.49M | $1.31M | -242K | 2.6% |
| $NEE | NextEra Energy Inc | 10.2M | $946K | +800K | 1.9% |
…and 511 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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