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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 7,442 | $423.3K | 0.03% | +66+0.9% | Added |
| Mission Wealth Management, LP | 7,484 | $425.7K | 0.02% | −355−4.5% | Reduced |
| Chronos Wealth Management, LLC | 7,524 | $428.0K | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,325 | $432.4K | 0.00% | +62+0.9% | Added |
| Essex Savings Bank | 7,625 | $433.7K | 0.15% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 7,657 | $435.5K | 0.13% | +7,657 | New |
| Chicago Partners Investment Group LLC | 8,038 | $440.9K | 0.02% | +31+0.4% | Added |
| Cadinha & Co LLC | 7,795 | $443.4K | 0.10% | +925+13.5% | Added |
| West Family Investments, Inc. | 7,827 | $445.2K | 0.16% | −1,877−19.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,850 | $446.5K | 0.04% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 7,887 | $448.6K | 0.37% | +3,375+74.8% | Added |
| MRP Capital Investments, LLC | 17,541 | $448.7K | 0.50% | +9,714+124.1% | Added |
| XTX Topco Ltd | 7,918 | $450.4K | 0.08% | +7,918 | New |
| Archford Capital Strategies, LLC | 7,932 | $451.2K | 0.09% | +152+2.0% | Added |
| Inspire Advisors, LLC | 8,006 | $455.4K | 0.08% | +789+10.9% | Added |
| American Trust Investment Advisors, LLC | 8,009 | $455.6K | 0.25% | 00.0% | Unchanged |
| Spire Wealth Management | 8,216 | $467.3K | 0.02% | −377−4.4% | Reduced |
| Benedict Financial Advisors Inc | 8,284 | $471.2K | 0.14% | +140+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,298 | $472.0K | 0.00% | +8,298 | New |
| Teamwork Financial Advisors, LLC | 8,304 | $472.4K | 0.08% | +310+3.9% | Added |
| Insigneo Advisory Services, LLC | 8,322 | $473.4K | 0.10% | −7,697−48.0% | Reduced |
| GenTrust, LLC | 8,350 | $474.9K | 0.03% | 00.0% | Unchanged |
| Alerus Financial NA | 8,596 | $488.9K | 0.04% | −266,900−96.9% | Reduced |
| Breakwater Capital Group | 8,456 | $489.9K | 0.17% | +545+6.9% | Added |
| Baker Avenue Asset Management, LP | 8,793 | $500.1K | 0.03% | −7,585−46.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,924 | $507.6K | 0.02% | −615−6.4% | Reduced |
| InterOcean Capital Group, LLC | 9,060 | $515.3K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 9,117 | $518.6K | 0.11% | −128−1.4% | Reduced |
| Lincoln National Corp | 9,209 | $523.8K | 0.01% | −3,739−28.9% | Reduced |
| Highlander Capital Management, LLC | 9,275 | $528.0K | 0.21% | 00.0% | Unchanged |
| Veracity Capital LLC | 9,314 | $529.8K | 0.25% | −2,338−20.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,344 | $531.5K | 0.01% | −14,457−60.7% | Reduced |
| Cetera Advisors LLC | 9,346 | $531.6K | 0.01% | −60,076−86.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 9,429 | $536.3K | 0.08% | +184+2.0% | Added |
| Central Trust Co | 9,448 | $537.4K | 0.02% | −419−4.2% | Reduced |
| Bowen Hanes & Co Inc | 9,650 | $548.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,705 | $552.0K | 0.01% | −2,730−22.0% | Reduced |
| Invictus Private Wealth, LLC | 9,710 | $552.3K | 0.06% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,947 | $565.8K | 0.02% | +9,947 | New |
| Highline Wealth Partners LLC | 10,000 | $568.8K | 0.35% | 00.0% | Unchanged |
| RNC Capital Management LLC | 10,084 | $573.6K | 0.04% | −3,516−25.9% | Reduced |
| Parallel Advisors, LLC | 10,207 | $580.7K | 0.02% | −8,575−45.7% | Reduced |
| State Street Corp | 10,224 | $581.5K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,456 | $594.7K | 0.00% | +3,887+59.2% | Added |
| Kingsview Wealth Management, LLC | 10,486 | $596.4K | 0.02% | +469+4.7% | Added |
| Requisite Capital Management, LLC | 10,669 | $606.9K | 0.15% | 00.0% | Unchanged |
| Verdad Advisers, LP | 10,700 | $608.6K | 0.93% | −4,800−31.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,703 | $608.8K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,764 | $612.3K | 0.01% | −243−2.2% | Reduced |
| Deutsche Bank AG | 10,890 | $619.4K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,908 | $620.5K | 0.05% | +1,498+15.9% | Added |
| Jackson Square Capital, LLC | 10,910 | $620.6K | 0.25% | −163−1.5% | Reduced |
| Credit Agricole S A | 11,281 | $634.3K | 0.02% | +5,318+89.2% | Added |
| Legal Advantage Investments, Inc. | 11,191 | $636.6K | 0.45% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,283 | $642.0K | 0.03% | +329+3.0% | Added |
| Blair William & Co | 11,505 | $654.4K | 0.00% | +11,505 | New |
| Independent Advisor Alliance | 11,552 | $657.1K | 0.03% | −1,932−14.3% | Reduced |
| AlphaStar Capital Management, LLC | 11,624 | $661.2K | 0.08% | −1,436−11.0% | Reduced |
| Invesco Ltd. | 11,637 | $661.9K | 0.00% | +1,732+17.5% | Added |
| Whittier Trust Co | 11,831 | $672.9K | 0.01% | +1,207+11.4% | Added |
| Apollon Wealth Management, LLC | 11,859 | $674.6K | 0.03% | −428−3.5% | Reduced |
| Invst, LLC | 11,930 | $678.6K | 0.10% | −1,343−10.1% | Reduced |
| HSBC Holdings PLC | 11,942 | $679.6K | 0.00% | −908−7.1% | Reduced |
| Argent Trust Co | 12,127 | $689.8K | 0.04% | +85+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 12,246 | $696.6K | 0.03% | −1,736−12.4% | Reduced |
| Prospera Financial Services Inc | 12,345 | $702.2K | 0.03% | +304+2.5% | Added |
| Scotia Capital Inc. | 12,372 | $703.8K | 0.01% | −3,686−23.0% | Reduced |
| GSB Wealth Management, LLC | 12,389 | $704.7K | 0.24% | −3,150−20.3% | Reduced |
| Albert D Mason Inc | 12,453 | $708.0K | 0.51% | +136+1.1% | Added |
| Prudential Financial Inc | 12,612 | $717.4K | 0.00% | −2,260−15.2% | Reduced |
| Basepoint Wealth LLC | 12,737 | $724.5K | 0.59% | −59−0.5% | Reduced |
| Boston Private Wealth LLC | 12,870 | $732.1K | 0.02% | −1,477−10.3% | Reduced |
| SevenBridge Financial Group, LLC | 12,895 | $733.5K | 0.19% | +2,350+22.3% | Added |
| Granite Bay Wealth Management, LLC | 12,600 | $737.0K | 0.01% | +12,600 | New |
| Clarius Group, LLC | 12,973 | $737.9K | 0.07% | −477−3.5% | Reduced |
| Cetera Investment Advisers | 13,105 | $745.4K | 0.01% | −2,704−17.1% | Reduced |
| Gleason Group, Inc. | 13,119 | $746.2K | 0.20% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 13,245 | $753.4K | 0.27% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 13,418 | $763.2K | 0.09% | −339−2.5% | Reduced |
| Strong Tower Advisory Services | 13,585 | $772.7K | 0.39% | +391+3.0% | Added |
| Freestone Capital Holdings, LLC | 13,601 | $773.6K | 0.04% | −697−4.9% | Reduced |
| Aquatic Capital Management LLC | 13,700 | $779.0K | 0.03% | −17,700−56.4% | Reduced |
| Bailard, Inc. | 13,938 | $792.8K | 0.03% | −450−3.1% | Reduced |
| Penserra Capital Management LLC | 13,950 | $793.0K | 0.02% | +7,422+113.7% | Added |
| Capital Wealth Planning, LLC | 13,950 | $793.5K | 0.01% | +7,422+113.7% | Added |
| Flagship Harbor Advisors, LLC | 14,035 | $798.3K | 0.07% | −124−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,196 | $807.5K | 0.06% | +1,797+14.5% | Added |
| Strategic Global Advisors, LLC | 14,208 | $808.2K | 0.13% | −975−6.4% | Reduced |
| IMC-Chicago, LLC | 14,537 | $826.9K | 0.05% | +14,537 | New |
| Stamos Capital Partners, L.P. | 14,550 | $827.6K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 14,700 | $836.1K | 0.10% | +1,369+10.3% | Added |
| Brown Advisory Inc | 14,941 | $849.8K | 0.00% | +3,700+32.9% | Added |
| Schechter Investment Advisors, LLC | 15,083 | $857.9K | 0.08% | +1,962+15.0% | Added |
| Kempner Capital Management Inc. | 15,125 | $860.0K | 0.52% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 15,274 | $868.8K | 0.04% | +1,738+12.8% | Added |
| Choate Investment Advisors | 15,337 | $872.4K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 15,341 | $872.6K | 0.01% | +1,006+7.0% | Added |
| Johnson Investment Counsel Inc | 15,381 | $874.9K | 0.01% | +77+0.5% | Added |
| Parsons Capital Management Inc | 15,690 | $892.4K | 0.07% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 15,800 | $898.7K | 0.34% | +15,800 | New |