BHP Group Ltd
BHP- Exchange
- NYSE
- Industry
- Metal Mining
- SEC CIK
- 0000811809
In the last 90 days, BHP Group Ltd insiders filed 0 open-market purchases and 1 sale; 820 institutions reported holding it in 13F filings for Q2 2026, worth $9.65B in total; no superinvestor holds it.
Other share classesBHPLF
13F holders, Q3 2021
Institutional positions in BHP Group Ltd as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 490
- −18 vs. Q2 2021
- Shares held
- 103.4M
- +6.52M (+6.7%) vs. Q2 2021
- Total value
- $5.53B
- −$1.52B (−21.5%) vs. Q2 2021
- New holders
- 66
- 203 more added
- Sold out
- 84
- 125 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BHP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 820 | $9.65B |
| Q1 2026 | 739 | $7.67B |
| Q4 2025 | 685 | $6.05B |
| Q3 2025 | 629 | $5.93B |
| Q2 2025 | 616 | $4.71B |
| Q1 2025 | 623 | $4.52B |
| Q4 2024 | 647 | $4.39B |
| Q3 2024 | 665 | $5.74B |
| Q2 2024 | 660 | $5.43B |
| Q1 2024 | 685 | $5.32B |
| Q4 2023 | 702 | $6.55B |
| Q3 2023 | 660 | $5.16B |
| Q2 2023 | 663 | $5.30B |
| Q1 2023 | 666 | $5.76B |
| Q4 2022 | 639 | $5.61B |
| Q3 2022 | 555 | $4.50B |
| Q2 2022 | 585 | $5.40B |
| Q1 2022 | 636 | $7.97B |
| Q4 2021 | 505 | $5.85B |
| Q3 2021 | 490 | $5.53B |
| Q2 2021 | 516 | $7.06B |
| Q1 2021 | 503 | $6.25B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Concord Wealth Partners | 18 | $1.00K | 0.00% | −232−92.8% | Reduced |
| NEXT Financial Group, Inc | 21 | $1.00K | 0.00% | −10−32.3% | Reduced |
| Salem Investment Counselors Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 28 | $1.00K | 0.00% | +28 | New |
| Global Financial Private Client, LLC | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 26 | $2.00K | 0.00% | +14+116.7% | Added |
| Asset Dedication, LLC | 34 | $2.00K | 0.00% | +29+580.0% | Added |
| Gradient Investments LLC | 31 | $2.00K | 0.00% | +31 | New |
| HHM Wealth Advisors, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Creative Financial Designs Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 63 | $3.00K | 0.00% | +63 | New |
| Independence Bank of Kentucky | 50 | $3.00K | 0.00% | +50 | New |
| Consolidated Planning Corp | 65 | $3.00K | 0.00% | +65 | New |
| BDO Wealth Advisors, LLC | 83 | $4.00K | 0.00% | −108−56.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 82 | $4.00K | 0.00% | +7+9.3% | Added |
| Annapolis Financial Services, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 74 | $4.00K | 0.00% | +74 | New |
| Washington Trust Co | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 93 | $5.00K | 0.00% | +93 | New |
| Prestige Wealth Management Group LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 122 | $7.00K | 0.00% | +122 | New |
| Bell Investment Advisors, Inc | 138 | $7.00K | 0.00% | +138 | New |
| FourThought Financial, LLC | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $8.00K | 0.00% | +25+21.6% | Added |
| Sonora Investment Management, LLC | 169 | $9.00K | 0.00% | −19−10.1% | Reduced |
| IFP Advisors, Inc | 183 | $10.0K | 0.00% | +2+1.1% | Added |
| Halpern Financial, Inc. | 203 | $10.9K | 0.01% | −62−23.4% | Reduced |
| Cahill Financial Advisors Inc | 219 | $12.0K | 0.00% | +219 | New |
| Trust Co | 249 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 234 | $13.0K | 0.00% | +174+290.0% | Added |
| MCF Advisors LLC | 251 | $13.0K | 0.00% | +251 | New |
| Ten Capital Wealth Advisors, LLC | 268 | $14.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 263 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 285 | $15.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 271 | $15.0K | 0.00% | +26+10.6% | Added |
| Evermay Wealth Management LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 310 | $16.6K | 0.00% | −20−6.1% | Reduced |
| Bartlett & Co. LLC | 310 | $17.0K | 0.00% | −20−6.1% | Reduced |
| Johnson Financial Group, Inc. | 345 | $18.0K | 0.00% | −600−63.5% | Reduced |
| Clearstead Advisors, LLC | 327 | $18.0K | 0.00% | +103+46.0% | Added |
| Glen Eagle Advisors, LLC | 350 | $18.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 365 | $19.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 366 | $20.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 379 | $20.3K | 0.00% | +379 | New |
| MUFG Americas Holdings Corp | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 395 | $21.0K | 0.01% | +12+3.1% | Added |
| D'Orazio & Associates, Inc. | 395 | $21.0K | 0.01% | +395 | New |
| Total Clarity Wealth Management, Inc. | 400 | $21.0K | 0.01% | +400 | New |
| Firestone Capital Management | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 417 | $22.0K | 0.01% | +232+125.4% | Added |
| Princeton Global Asset Management LLC | 449 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 513 | $27.0K | 0.00% | −237−31.6% | Reduced |
| Albion Financial Group | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 594 | $31.0K | 0.00% | +594 | New |
| Pinnacle Bancorp, Inc. | 639 | $34.0K | 0.01% | +639 | New |
| Compagnie Lombard Odier SCmA | 650 | $35.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 700 | $35.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 673 | $36.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 700 | $37.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 700 | $37.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 709 | $38.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 743 | $40.0K | 0.01% | +108+17.0% | Added |
| Eagle Bay Advisors LLC | 851 | $41.0K | 0.02% | +338+65.9% | Added |
| Berman Capital Advisors, LLC | 847 | $45.0K | 0.01% | −49−5.5% | Reduced |
| Smith Group Asset Management, LLC | 843 | $45.0K | 0.00% | +843 | New |
| Global Retirement Partners, LLC | 894 | $48.0K | 0.00% | +93+11.6% | Added |
| Jacobi Capital Management LLC | 947 | $51.0K | 0.01% | +744+366.5% | Added |
| Reilly Financial Advisors, LLC | 970 | $52.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $54.0K | 0.02% | −2,800−73.7% | Reduced |
| Oakworth Capital, Inc. | 1,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $54.0K | 0.02% | +1,000 | New |
| PFG Private Wealth Management, LLC | 1,055 | $56.0K | 0.03% | +1,055 | New |
| Pin Oak Investment Advisors Inc | 1,109 | $59.0K | 0.07% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,098 | $59.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,107 | $59.0K | 0.00% | +275+33.1% | Added |
| Sageworth Trust Co | 1,136 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,200 | $64.0K | 0.00% | +1,200 | New |