BESSEMER GROUP INC
Q4 2021 Form 13-F
WOODBRIDGE, NEW JERSEY
CIK 0001054074
· Institutional investment manager
Consolidated report · includes
7 managers
since Q2 2013
$49.9B Reported Value Total
Reported value
$49.9B
Quarter over quarter
+8.5%
Holdings
1,791
Top-10 concentration
30.3%
Reports holdings for
- BESSEMER TRUST CO · File #028-00587 · since Q2 2013
- BESSEMER TRUST Co NATIONAL ASSOCIATION · File #028-00563 · since Q2 2013
- BESSEMER TRUST Co OF FLORIDA · File #028-01102 · since Q2 2013
- BESSEMER INVESTMENT MANAGEMENT LLC · File #028-10255 · since Q2 2013
- Bessemer Trust Co of California N A · File #028-11457 · since Q2 2013
- Bessemer Trust CO of Delaware N A · File #028-11458 · since Q2 2013
- Bessemer Trust Co of Nevada, National Association (not a 13F filer in our records) · File #028-24134 · since Q1 2024
- BESSEMER SECURITIES CORP · File #028-00356 · Q2 2013 – Q3 2023 · declared by one filing
- BESSEMER SECURITIES LLC · File #028-07250 · Q4 2013 – Q3 2023 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Ritu Gupta
Managing Director
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | January 27, 2022 |
| Form | 13F-HR |
| Reported value | $49.9B |
| Positions | 1,791 |
| Change in reported value | +6.4% |
| New positions | 365 |
| Exited positions | 184 |
| Position turnover | 27.8% |
| Top-10 concentration | 30.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 9, 2026
|
2,419 | $72.8B |
|
Q2 2026 13F
Filed Aug 12, 2026
|
2,436 | $72.7B |
|
Q1 2026 13F
Filed May 6, 2026
|
2,402 | $63.6B |
|
Q4 2025 13F
Filed Feb 5, 2026
|
2,438 | $65.1B |
|
Q3 2025 13F
Filed Nov 5, 2025
|
2,354 | $65.4B |
|
Q2 2025 13F
Filed Aug 1, 2025
|
2,250 | $61.6B |
|
Q1 2025 13F
Filed Apr 23, 2025
|
2,291 | $55.8B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
2,288 | $61.3B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
2,302 | $60.7B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
1,979 | $56.7B |
|
Q1 2024 13F
Filed May 13, 2024
|
1,988 | $55.3B |
|
Q4 2023 13F
Filed Feb 9, 2024
|
2,066 | $51.3B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
2,039 | $45.5B |
|
Q2 2023 13F
Filed Aug 10, 2023
|
2,091 | $47.1B |
|
Q1 2023 13F
Filed May 10, 2023
|
1,837 | $42.1B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
1,796 | $41.1B |
|
Q3 2022 13F
Filed Nov 9, 2022
|
1,941 | $38.3B |
|
Q2 2022 13F
Filed Aug 10, 2022
|
1,793 | $40.1B |
|
Q1 2022 13F
Filed May 12, 2022
|
1,747 | $47.7B |
|
Q4 2021 13F
Filed Jan 27, 2022
|
1,791 | $49.9B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $2.8B | 5.68% |
| 2 | AAPL APPLE INC | $2.6B | 5.3% |
| 3 | GOOG ALPHABET INC CLASS C | $2.1B | 4.13% |
| 4 | AMZN AMAZON.COM INC | $1.6B | 3.11% |
| 5 | META META PLATFORMS INC | $1.2B | 2.44% |
| 6 | BAC BANK OF AMERICA CORP | $1.1B | 2.28% |
| 7 | JPM JPMORGAN CHASE & CO | $954.7M | 1.91% |
| 8 | UNH UNITEDHEALTH GROUP INC | $923.6M | 1.85% |
| 9 | BX BLACKSTONE INC | $920.7M | 1.85% |
| 10 | V VISA INC | $885.9M | 1.78% |
| 11 | TMO THERMO FISHER SCIENTIFIC | $631.6M | 1.27% |
| 12 | NKE NIKE INC CL B | $622.1M | 1.25% |
| 13 | DHR DANAHER CORP | $617.9M | 1.24% |
| 14 | APTV APTIV PLC | $597.7M | 1.2% |
| 15 | TXN TEXAS INSTRUMENTS INC | $596.1M | 1.19% |
| 16 | IQV IQVIA HOLDINGS INC | $574.0M | 1.15% |
| 17 | AMT AMERICAN TOWER CORP | $555.0M | 1.11% |
| 18 | IVV ISHARES TR S&P 500 INDEX | $546.7M | 1.1% |
| 19 | CVX CHEVRON CORP | $527.9M | 1.06% |
| 20 | UNP UNION PACIFIC CORP | $518.8M | 1.04% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.