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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 894 | $48.0K | 0.00% | +93+11.6% | 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 |
| Eagle Bay Advisors LLC | 851 | $41.0K | 0.02% | +338+65.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 743 | $40.0K | 0.01% | +108+17.0% | Added |
| Delta Asset Management LLC | 709 | $38.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 700 | $37.5K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 700 | $37.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 673 | $36.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 650 | $35.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 700 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 639 | $34.0K | 0.01% | +639 | New |
| Gerber Kawasaki Wealth & Investment Management | 594 | $31.0K | 0.00% | +594 | New |
| 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 |
| First Manhattan Co | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 449 | $24.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 417 | $22.0K | 0.01% | +232+125.4% | Added |
| 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 |
| Koshinski Asset Management, Inc. | 379 | $20.3K | 0.00% | +379 | New |
| Meeder Asset Management Inc | 366 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 365 | $19.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 350 | $18.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. LLC | 310 | $17.0K | 0.00% | −20−6.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 310 | $16.6K | 0.00% | −20−6.1% | Reduced |
| 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 |
| 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 |
| Brewin Dolphin Ltd | 263 | $14.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cahill Financial Advisors Inc | 219 | $12.0K | 0.00% | +219 | New |
| Halpern Financial, Inc. | 203 | $10.9K | 0.01% | −62−23.4% | Reduced |
| IFP Advisors, Inc | 183 | $10.0K | 0.00% | +2+1.1% | Added |
| Sonora Investment Management, LLC | 169 | $9.00K | 0.00% | −19−10.1% | Reduced |
| 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 |
| 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 |
| Prestige Wealth Management Group LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Logan Capital Management Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −347,831−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −319,173−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −211,752−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −135,088−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −85,915−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −73,579−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −68,882−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −58,699−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −50,575−100.0% | Sold out |