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

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Ritu Gupta
Managing Director

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Q4 2021 13F record

Q4 2021 13F filing summary

Q4 2021 Form 13F portfolio 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

Form 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

Largest Q4 2021 13F positions by reported value
# 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.

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