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 |
|---|---|---|---|---|---|
| Covestor Ltd | 307 | $19.0K | 0.02% | −33−9.7% | Reduced |
| Bellevue Asset Management, LLC | 297 | $18.8K | 0.01% | +297 | New |
| Centerpoint Advisors, LLC | 282 | $18.0K | 0.01% | −27−8.7% | Reduced |
| Clearstead Advisors, LLC | 254 | $16.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $15.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $15.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 248 | $15.7K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 243 | $15.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 239 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 233 | $14.7K | 0.00% | +233 | New |
| Princeton Global Asset Management LLC | 229 | $14.5K | 0.00% | +6+2.7% | Added |
| 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 |
| Concord Wealth Partners | 218 | $13.8K | 0.00% | −6−2.7% | Reduced |
| NewSquare Capital LLC | 218 | $13.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $12.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 181 | $11.5K | 0.00% | +181 | New |
| Orion Capital Management LLC | 180 | $11.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 179 | $11.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 160 | $10.1K | 0.01% | +160 | New |
| Bartlett & Co. LLC | 150 | $10.0K | 0.00% | −160−51.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $9.51K | 0.00% | −160−51.6% | Reduced |
| Global Wealth Strategies & Associates | 144 | $9.13K | 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 |
| BDO Wealth Advisors, LLC | 130 | $8.24K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $6.34K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 99 | $6.28K | 0.00% | +99 | New |
| Retirement Group, LLC | 92 | $6.00K | 0.00% | +92 | New |
| RFP Financial Group LLC | 92 | $5.83K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $5.64K | 0.00% | +19+27.1% | Added |
| Sound Income Strategies, LLC | 83 | $5.26K | 0.00% | −498−85.7% | Reduced |
| True Wealth Design, LLC | 81 | $5.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $5.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $4.57K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 52 | $3.30K | 0.00% | +21+67.7% | Added |
| 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 |
| Sageworth Trust Co | 50 | $3.17K | 0.00% | +50 | New |
| Morgan Dempsey Capital Management LLC | 48 | $3.04K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 45 | $2.85K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 39 | $2.47K | 0.00% | −6−13.3% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $2.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $2.03K | 0.00% | +32 | 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 |
| Stone House Investment Management, LLC | 31 | $1.96K | 0.00% | +31 | New |
| Piershale Financial Group, Inc. | 29 | $1.82K | 0.00% | +1+3.6% | Added |
| Quent Capital, LLC | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.01K | 0.00% | +16 | New |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $938 | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 11 | $700 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 63 | $579 | 0.03% | +1+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $444 | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 5 | $318 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $254 | 0.00% | +4 | New |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 2,759 | – | – | +2,759 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,074,638−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −339,005−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −318,251−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −204,822−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −174,169−100.0% | Sold out |
| Euro Pacific Asset Management, LLC | 0 | $0 | 0.00% | −136,746−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −105,400−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −100,277−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −72,138−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −50,586−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −39,614−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −35,085−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −31,910−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −30,112−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −26,782−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −24,077−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,205−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −21,380−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −12,933−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −12,359−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −10,840−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −10,385−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −9,727−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,212−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −5,574−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −5,351−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,042−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Cairn Investment Group, Inc. | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |