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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 4,034 | $229.5K | 0.27% | +404+11.1% | Added |
| Ballentine Partners, LLC | 4,052 | $230.5K | 0.01% | −481−10.6% | Reduced |
| Roberts Glore & Co Inc | 4,095 | $232.9K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,097 | $233.0K | 0.01% | +244+6.3% | Added |
| Mather Group, LLC. | 4,098 | $233.1K | 0.00% | −11−0.3% | Reduced |
| Fulton Bank, N.A. | 4,114 | $234.0K | 0.01% | +4,114 | New |
| Northcape Wealth Management, LLC | 4,140 | $235.5K | 0.09% | −410−9.0% | Reduced |
| Knollwood Investment Advisory, LLC | 4,150 | $236.1K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,184 | $238.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,200 | $238.9K | 0.03% | −1,000−19.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,223 | $240.2K | 0.01% | +4,223 | New |
| Bokf, NA | 4,271 | $243.7K | 0.01% | +64+1.5% | Added |
| Centaurus Financial, Inc. | 4,303 | $245.0K | 0.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,346 | $247.2K | 0.02% | +149+3.6% | Added |
| Ropes Wealth Advisors LLC | 4,350 | $247.4K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,395 | $250.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,399 | $250.2K | 0.05% | −116−2.6% | Reduced |
| Readystate Asset Management LP | 4,404 | $250.5K | 0.02% | +4,404 | New |
| Wesbanco Bank Inc | 4,438 | $252.4K | 0.01% | −1,024−18.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,449 | $253.1K | 0.04% | +4,449 | New |
| Raymond James Trust N.A. | 4,535 | $258.0K | 0.01% | +263+6.2% | Added |
| RFG Advisory, LLC | 4,561 | $259.4K | 0.01% | +4,561 | New |
| Oakwell Private Wealth Management, LLC | 4,591 | $261.1K | 0.11% | +9+0.2% | Added |
| Snowden Capital Advisors LLC | 4,598 | $261.6K | 0.01% | −5,507−54.5% | Reduced |
| Hoylecohen, LLC | 4,700 | $267.3K | 0.02% | −100−2.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $267.3K | 0.20% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,715 | $268.2K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,722 | $268.6K | 0.02% | +249+5.6% | Added |
| Stratos Wealth Partners, LTD. | 4,724 | $268.7K | 0.01% | +633+15.5% | Added |
| FDx Advisors, Inc. | 4,784 | $272.0K | 0.02% | −3,949−45.2% | Reduced |
| MAS Advisors LLC | 4,807 | $273.4K | 0.39% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,837 | $275.1K | 0.03% | +250+5.5% | Added |
| Fulcrum Equity Management | 4,851 | $275.9K | 0.32% | +60+1.3% | Added |
| Cozad Asset Management Inc | 4,852 | $276.0K | 0.04% | +280+6.1% | Added |
| Lido Advisors, LLC | 4,855 | $276.2K | 0.00% | +1,012+26.3% | Added |
| Successful Portfolios LLC | 4,865 | $276.8K | 0.25% | 00.0% | Unchanged |
| Renasant Bank | 4,876 | $277.3K | 0.23% | +165+3.5% | Added |
| Thornburg Investment Management Inc | 4,885 | $278.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,972 | $283.0K | 0.00% | −580−10.4% | Reduced |
| Timber Creek Capital Management LLC | 5,000 | $284.4K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,048 | $287.1K | 0.03% | +1,670+49.4% | Added |
| National Asset Management, Inc. | 5,120 | $291.2K | 0.01% | −13,603−72.7% | Reduced |
| Ameritas Advisory Services, LLC | 5,099 | $291.4K | 0.01% | +88+1.8% | Added |
| Aspen Wealth Strategies, LLC | 5,144 | $292.6K | 0.23% | +5,144 | New |
| Axq Capital, LP | 5,300 | $301.5K | 0.11% | −5,600−51.4% | Reduced |
| Integrated Advisors Network LLC | 5,331 | $303.2K | 0.02% | +1,536+40.5% | Added |
| True North Advisors, LLC | 5,346 | $304.1K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,376 | $305.8K | 0.01% | +215+4.2% | Added |
| LGT Group Foundation | 5,485 | $306.7K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,410 | $307.7K | 0.01% | +1,773+48.7% | Added |
| Pathway Financial Advisers, LLC | 5,489 | $312.2K | 0.13% | +5,489 | New |
| First Financial Corp | 5,495 | $312.5K | 0.18% | −254−4.4% | Reduced |
| Aigen Investment Management, LP | 5,517 | $313.8K | 0.06% | +5,517 | New |
| First National Bank of Hutchinson | 5,546 | $315.5K | 0.24% | +64+1.2% | Added |
| Grey Street Capital, LLC | 5,547 | $315.5K | 0.18% | −90−1.6% | Reduced |
| Sawtooth Solutions, LLC | 5,611 | $319.2K | 0.01% | −912−14.0% | Reduced |
| Bleakley Financial Group, LLC | 5,611 | $319.2K | 0.01% | −912−14.0% | Reduced |
| Cooper Financial Group | 5,647 | $321.2K | 0.08% | +254+4.7% | Added |
| Williams Jones Wealth Management, LLC. | 5,672 | $322.6K | 0.00% | −288−4.8% | Reduced |
| New York State Common Retirement Fund | 5,700 | $324.2K | 0.00% | −1,368−19.4% | Reduced |
| Intrust Bank NA | 5,842 | $332.3K | 0.04% | −118−2.0% | Reduced |
| Stephenson National Bank & Trust | 5,882 | $334.6K | 0.19% | +231+4.1% | Added |
| Venturi Wealth Management, LLC | 5,951 | $338.5K | 0.03% | +127+2.2% | Added |
| Geneos Wealth Management Inc. | 5,994 | $340.9K | 0.02% | −22−0.4% | Reduced |
| Malaga Cove Capital, LLC | 5,994 | $340.9K | 0.16% | −18−0.3% | Reduced |
| Touchstone Capital, Inc. | 5,997 | $341.1K | 0.38% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 6,069 | $345.2K | 0.17% | +6,069 | New |
| Fayez Sarofim & Co | 6,174 | $351.2K | 0.00% | −3,862−38.5% | Reduced |
| Pacifica Partners Inc. | 6,374 | $352.7K | 0.19% | +104+1.7% | Added |
| Nuveen Asset Management, LLC | 6,201 | $352.7K | 0.00% | −4−0.1% | Reduced |
| MAI Capital Management | 6,299 | $358.3K | 0.01% | −585−8.5% | Reduced |
| Shelton Capital Management | 6,300 | $358.3K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,300 | $358.4K | 0.02% | +612+10.8% | Added |
| Fca Corp | 6,389 | $363.4K | 0.14% | +6,389 | New |
| PDS Planning, Inc | 6,394 | $363.7K | 0.05% | +435+7.3% | Added |
| TruWealth Advisors, LLC | 6,417 | $365.0K | 0.03% | +1,634+34.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,443 | $366.5K | 0.02% | +147+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 6,447 | $366.7K | 0.03% | +6+0.1% | Added |
| Valeo Financial Advisors, LLC | 6,519 | $370.8K | 0.02% | −1,439−18.1% | Reduced |
| Biltmore Family Office, LLC | 6,563 | $373.3K | 0.08% | +100+1.5% | Added |
| AlphaQ Advisors LLC | 6,625 | $376.8K | 0.33% | −541−7.5% | Reduced |
| Qtron Investments LLC | 6,637 | $377.5K | 0.07% | −4,933−42.6% | Reduced |
| Ruggaard & Associates LLC | 6,640 | $377.7K | 0.22% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,658 | $378.7K | 0.06% | +35+0.5% | Added |
| CWM, LLC | 6,688 | $380.0K | 0.00% | −6,078−47.6% | Reduced |
| Confluence Investment Management LLC | 6,731 | $382.9K | 0.01% | −14−0.2% | Reduced |
| Voya Investment Management LLC | 6,795 | $386.5K | 0.00% | +6,795 | New |
| International Assets Investment Management, LLC | 7,011 | $390.5K | 0.05% | +1,545+28.3% | Added |
| Ieq Capital, LLC | 6,918 | $393.5K | 0.01% | −44−0.6% | Reduced |
| Kovack Advisors, Inc. | 6,986 | $397.4K | 0.06% | +83+1.2% | Added |
| Straight Path Wealth Management | 7,000 | $398.2K | 0.27% | +7,000 | New |
| Perigon Wealth Management, LLC | 7,062 | $401.7K | 0.02% | +2,757+64.0% | Added |
| Gallacher Capital Management LLC | 7,084 | $402.9K | 0.25% | +179+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,130 | $405.6K | 0.07% | +248+3.6% | Added |
| Rathbone Brothers plc | 7,119 | $406.4K | 0.00% | +7,119 | New |
| Bristlecone Advisors, LLC | 7,194 | $409.2K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,247 | $412.2K | 0.11% | +179+2.5% | Added |
| Heron Bay Capital Management | 7,338 | $417.4K | 0.11% | +7,338 | New |
| Pinnacle West Asset Management, Inc. | 7,400 | $421.0K | 0.41% | +825+12.5% | Added |
| Axxcess Wealth Management, LLC | 7,406 | $421.3K | 0.01% | +7,406 | New |