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 2023
Institutional positions in BHP Group Ltd as of Sep 30, 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
- 660
- +5 vs. Q2 2023
- Shares held
- 90.8M
- +2.08M (+2.3%) vs. Q2 2023
- Total value
- $5.16B
- −$131.3M (−2.5%) vs. Q2 2023
- New holders
- 78
- 218 more added
- Sold out
- 73
- 219 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $43 | 0.00% | −59−98.3% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $341 | 0.00% | +6 | New |
| Macroview Investment Management LLC | 6 | $342 | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 11 | $645 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $842 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $910 | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.00K | 0.00% | −25−50.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $1.54K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 31 | $1.76K | 0.00% | +31 | New |
| Nemes Rush Group LLC | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 28 | $2.00K | 0.00% | −66−70.2% | Reduced |
| Byrne Asset Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 34 | $2.00K | 0.00% | +34 | New |
| FWL Investment Management, LLC | 38 | $2.16K | 0.00% | +38 | New |
| Abound Wealth Management | 40 | $2.28K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 46 | $2.63K | 0.00% | +1+2.2% | Added |
| Independence Bank of Kentucky | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 51 | $2.90K | 0.00% | +51 | New |
| Winch Advisory Services, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Colonial Trust Co | 59 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 59 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 66 | $3.75K | 0.00% | +66 | New |
| Glen Eagle Advisors, LLC | 70 | $3.98K | 0.00% | +36+105.9% | Added |
| Lazard Asset Management LLC | 84 | $4.00K | 0.00% | −84−50.0% | Reduced |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 74 | $4.00K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 72 | $4.10K | 0.00% | −12−14.3% | Reduced |
| Annapolis Financial Services, LLC | 72 | $4.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $4.55K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $4.72K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 84 | $4.78K | 0.00% | +84 | New |
| Caldwell Sutter Capital, Inc. | 85 | $4.83K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 87 | $4.95K | 0.00% | −492−85.0% | Reduced |
| Rocky Mountain Advisers, LLC | 87 | $4.95K | 0.00% | +87 | New |
| Archer Investment Corp | 90 | $5.12K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 92 | $5.23K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $5.69K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $5.69K | 0.00% | +100 | New |
| Founders Capital Management | 101 | $5.75K | 0.00% | +101 | New |
| SPX Equities Gestao de Recursos Ltda | 138 | $7.85K | 0.00% | +138 | New |
| Global Wealth Strategies & Associates | 144 | $8.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 173 | $9.84K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 180 | $10.2K | 0.01% | +180 | New |
| Washington Trust Advisors, Inc. | 181 | $10.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 190 | $10.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $11.5K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 208 | $11.8K | 0.00% | −618−74.8% | Reduced |
| Concord Wealth Partners | 218 | $12.4K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 225 | $12.8K | 0.00% | −9,372−97.7% | Reduced |
| Coston, McIsaac & Partners | 234 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 234 | $13.3K | 0.00% | +150+178.6% | Added |
| Princeton Global Asset Management LLC | 236 | $13.4K | 0.00% | +7+3.1% | Added |
| McIlrath & Eck, LLC | 239 | $13.6K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 243 | $13.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $14.2K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 250 | $14.2K | 0.00% | −49,750−99.5% | Reduced |
| St Germain D J Co Inc | 250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 248 | $14.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 271 | $15.4K | 0.00% | +17+6.7% | Added |
| GW&K Investment Management, LLC | 285 | $16.0K | 0.00% | −8−2.7% | Reduced |
| Centerpoint Advisors, LLC | 275 | $16.0K | 0.01% | −7−2.5% | Reduced |
| Bellevue Asset Management, LLC | 297 | $16.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $17.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $17.1K | 0.01% | −79−20.8% | Reduced |
| Norwood Financial Corp | 300 | $17.1K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 317 | $18.0K | 0.00% | −222−41.2% | Reduced |
| Private Trust Co NA | 329 | $18.7K | 0.00% | −1,807−84.6% | Reduced |
| Financial Perspectives, Inc | 365 | $20.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 368 | $20.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 369 | $21.0K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 370 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 380 | $21.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 396 | $22.5K | 0.02% | −160−28.8% | Reduced |
| Ancora Advisors, LLC | 409 | $23.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 425 | $24.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 426 | $24.2K | 0.01% | +6+1.4% | Added |
| Tradition Wealth Management, LLC | 473 | $27.0K | 0.00% | −49−9.4% | Reduced |
| Sutton Wealth Advisors Inc. | 492 | $28.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $28.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $28.4K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 535 | $30.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 547 | $31.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 566 | $32.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 589 | $33.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 543 | $33.7K | 0.01% | −12−2.2% | Reduced |
| Pittenger & Anderson Inc | 600 | $34.1K | 0.00% | −600−50.0% | Reduced |
| Armstrong Advisory Group, Inc | 606 | $34.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 634 | $36.1K | 0.00% | +574+956.7% | Added |
| Cape Investment Advisory, Inc. | 639 | $36.4K | 0.02% | +174+37.4% | Added |
| Caldwell Trust Co | 650 | $37.0K | 0.01% | 00.0% | Unchanged |