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, Q1 2023
Institutional positions in BHP Group Ltd as of Mar 31, 2023. 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
- 666
- +40 vs. Q4 2022
- Shares held
- 94.0M
- +4.39M (+4.9%) vs. Q4 2022
- Total value
- $5.76B
- +$211.2M (+3.8%) vs. Q4 2022
- New holders
- 106
- 261 more added
- Sold out
- 66
- 167 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $254 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $318 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $444 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 63 | $579 | 0.03% | +1+1.6% | Added |
| SRS Capital Advisors, Inc. | 11 | $700 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $938 | 0.00% | +15 | New |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.01K | 0.00% | +16 | New |
| Quent Capital, LLC | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 29 | $1.82K | 0.00% | +1+3.6% | Added |
| Stone House Investment Management, LLC | 31 | $1.96K | 0.00% | +31 | New |
| Hantz Financial Services, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $2.00K | 0.00% | +1+3.8% | Added |
| Byrne Asset Management LLC | 27 | $2.00K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 32 | $2.03K | 0.00% | +32 | New |
| Glen Eagle Advisors, LLC | 34 | $2.16K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 39 | $2.47K | 0.00% | −6−13.3% | Reduced |
| Western Pacific Wealth Management, LP | 45 | $2.85K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 48 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 50 | $3.17K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 52 | $3.30K | 0.00% | +21+67.7% | Added |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $4.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $5.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $5.26K | 0.00% | −498−85.7% | Reduced |
| Bell Investment Advisors, Inc | 89 | $5.64K | 0.00% | +19+27.1% | Added |
| RFP Financial Group LLC | 92 | $5.83K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 92 | $6.00K | 0.00% | +92 | New |
| Ellevest, Inc. | 99 | $6.28K | 0.00% | +99 | New |
| Prestige Wealth Management Group LLC | 100 | $6.34K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 130 | $8.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 135 | $8.56K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 135 | $8.56K | 0.01% | +135 | New |
| Global Wealth Strategies & Associates | 144 | $9.13K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $9.51K | 0.00% | −160−51.6% | Reduced |
| Bartlett & Co. LLC | 150 | $10.0K | 0.00% | −160−51.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 160 | $10.1K | 0.01% | +160 | New |
| CoreFirst Bank & Trust | 179 | $11.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 180 | $11.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 181 | $11.5K | 0.00% | +181 | New |
| Halpern Financial, Inc. | 203 | $12.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 218 | $13.8K | 0.00% | −6−2.7% | Reduced |
| NewSquare Capital LLC | 218 | $13.8K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 223 | $14.0K | 0.00% | −295−56.9% | Reduced |
| Coston, McIsaac & Partners | 234 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 219 | $14.0K | 0.00% | +55+33.5% | Added |
| Princeton Global Asset Management LLC | 229 | $14.5K | 0.00% | +6+2.7% | Added |
| Sunbelt Securities, Inc. | 233 | $14.7K | 0.00% | +233 | New |
| McIlrath & Eck, LLC | 239 | $15.2K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 243 | $15.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 248 | $15.7K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $15.8K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $15.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 254 | $16.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 282 | $18.0K | 0.01% | −27−8.7% | Reduced |
| Bellevue Asset Management, LLC | 297 | $18.8K | 0.01% | +297 | New |
| Covestor Ltd | 307 | $19.0K | 0.02% | −33−9.7% | Reduced |
| Norwood Financial Corp | 300 | $19.0K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 300 | $19.0K | 0.00% | −691,157−100.0% | Reduced |
| Headlands Technologies LLC | 305 | $19.3K | 0.01% | +241+376.6% | Added |
| Larson Financial Group LLC | 314 | $19.9K | 0.00% | +314 | New |
| Sandy Spring Bank | 322 | $20.4K | 0.00% | +178+123.6% | Added |
| Ten Capital Wealth Advisors, LLC | 330 | $20.9K | 0.01% | +330 | New |
| Endurance Wealth Management, Inc. | 351 | $22.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 365 | $23.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 368 | $23.3K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 374 | $24.0K | 0.02% | +374 | New |
| HHM Wealth Advisors, LLC | 399 | $25.3K | 0.01% | −75−15.8% | Reduced |
| Colonial Trust Advisors | 400 | $25.4K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 403 | $25.6K | 0.00% | +403 | New |
| Ancora Advisors, LLC | 409 | $25.9K | 0.00% | −16−3.8% | Reduced |
| SOA Wealth Advisors, LLC. | 420 | $26.6K | 0.01% | +5+1.2% | Added |
| Russell Investments Group, Ltd. | 433 | $27.5K | 0.00% | +433 | New |
| First Manhattan Co | 443 | $28.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 475 | $30.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $31.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 501 | $31.8K | 0.03% | +8+1.6% | Added |
| Bray Capital Advisors | 535 | $33.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 536 | $34.0K | 0.00% | +62+13.1% | Added |
| HBC Financial Services, PLLC | 550 | $34.0K | 0.03% | +550 | New |
| First Personal Financial Services | 539 | $34.2K | 0.01% | −27−4.8% | Reduced |
| Resurgent Financial Advisors LLC | 556 | $35.3K | 0.02% | −1,100−66.4% | Reduced |
| Trust Co of Vermont | 566 | $35.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 600 | $38.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 606 | $38.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 633 | $40.1K | 0.00% | −25−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 657 | $40.7K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 650 | $41.2K | 0.00% | −2,731−80.8% | Reduced |
| Caldwell Trust Co | 650 | $41.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 650 | $41.2K | 0.01% | +650 | New |
| Salem Investment Counselors Inc | 684 | $43.4K | 0.00% | +400+140.8% | Added |