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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 40,997 | $2.33M | 0.03% | +1,018+2.5% | Added |
| Putnam Investments LLC | 41,141 | $2.34M | 0.00% | +3,210+8.5% | Added |
| Panagora Asset Management Inc | 41,385 | $2.35M | 0.01% | +3,210+8.4% | Added |
| Yousif Capital Management, LLC | 41,656 | $2.37M | 0.03% | −1,010−2.4% | Reduced |
| Balentine LLC | 41,772 | $2.38M | 0.08% | +7,046+20.3% | Added |
| Twin Tree Management, LP | 41,933 | $2.39M | 0.08% | +41,933 | New |
| GWM Advisors LLC | 42,814 | $2.44M | 0.03% | +1,843+4.5% | Added |
| Financial Sense Advisors, Inc. | 42,961 | $2.44M | 1.05% | −10,431−19.5% | Reduced |
| Private Advisory Group LLC | 43,046 | $2.45M | 0.48% | −311−0.7% | Reduced |
| Davenport & Co LLC | 43,889 | $2.50M | 0.02% | −404−0.9% | Reduced |
| TD Asset Management Inc | 43,900 | $2.50M | 0.00% | −13,800−23.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 44,130 | $2.51M | 1.85% | +735+1.7% | Added |
| Security National Bank | 44,397 | $2.54M | 0.71% | −3,101−6.5% | Reduced |
| Marco Investment Management LLC | 45,864 | $2.61M | 0.30% | +555+1.2% | Added |
| Bridge Creek Capital Management LLC | 45,966 | $2.61M | 0.99% | +117+0.3% | Added |
| Associated Banc-Corp | 46,136 | $2.62M | 0.10% | −828−1.8% | Reduced |
| Kestra Advisory Services, LLC | 46,140 | $2.62M | 0.03% | +4,448+10.7% | Added |
| Cohen Investment Advisors LLC | 46,447 | $2.64M | 2.12% | +3,195+7.4% | Added |
| Qube Research & Technologies Ltd | 47,221 | $2.69M | 0.01% | +47,221 | New |
| Wetherby Asset Management Inc | 47,492 | $2.70M | 0.15% | −2,417−4.8% | Reduced |
| Empire Life Investments Inc. | 47,528 | $2.70M | 0.20% | +1,799+3.9% | Added |
| Janney Montgomery Scott LLC | 47,899 | $2.72M | 0.01% | −2,037−4.1% | Reduced |
| Ingalls & Snyder LLC | 48,181 | $2.74M | 0.13% | +1,118+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 49,186 | $2.80M | 0.18% | +2,538+5.4% | Added |
| Pictet North America Advisors SA | 50,000 | $2.84M | 0.40% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 52,900 | $3.01M | 0.04% | +47,330+849.7% | Added |
| Sit Investment Associates Inc | 53,125 | $3.02M | 0.08% | −3,285−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 53,174 | $3.02M | 0.00% | +22,695+74.5% | Added |
| Carrhae Capital LLP | 55,447 | $3.15M | 1.08% | +55,447 | New |
| Nichols & Pratt Advisers LLP | 55,844 | $3.17M | 0.24% | +475+0.9% | Added |
| Lyell Wealth Management, LP | 55,879 | $3.18M | 0.43% | −1,475−2.6% | Reduced |
| Fifth Third Bancorp | 57,967 | $3.30M | 0.02% | +319+0.6% | Added |
| Simplex Trading, LLC | 60,221 | $3.42M | 0.13% | −5,747−8.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 63,716 | $3.62M | 0.02% | −30,439−32.3% | Reduced |
| Petredis Investment Advisors LLC | 65,343 | $3.72M | 0.53% | +122+0.2% | Added |
| SEI Investments Co | 65,382 | $3.72M | 0.01% | −5,417−7.7% | Reduced |
| Emfo, LLC | 65,404 | $3.72M | 3.50% | +1,500+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 66,185 | $3.77M | 0.00% | +66,185 | New |
| Hourglass Capital, LLC | 68,353 | $3.89M | 1.37% | +700+1.0% | Added |
| Cresset Asset Management, LLC | 69,109 | $3.93M | 0.03% | +9,601+16.1% | Added |
| Earnest Partners LLC | 71,333 | $4.06M | 0.02% | +858+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,694 | $4.08M | 0.01% | −1,674−2.3% | Reduced |
| Baird Financial Group, Inc. | 74,878 | $4.26M | 0.01% | −44,877−37.5% | Reduced |
| Oppenheimer Asset Management Inc. | 76,247 | $4.34M | 0.07% | −5,071−6.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 76,429 | $4.35M | 0.90% | +76,429 | New |
| Capricorn Fund Managers Ltd | 76,643 | $4.36M | 1.51% | −217,708−74.0% | Reduced |
| Winmill & Co. Inc | 77,400 | $4.40M | 1.61% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 77,795 | $4.43M | 0.00% | +2,107+2.8% | Added |
| Buckingham Strategic Wealth, LLC | 80,217 | $4.56M | 0.06% | +379+0.5% | Added |
| Quantinno Capital Management LP | 81,671 | $4.64M | 0.21% | +56,292+221.8% | Added |
| LSV Asset Management | 81,700 | $4.65M | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 81,708 | $4.65M | 2.30% | +280.0% | Added |
| Walleye Trading LLC | 81,716 | $4.65M | 0.11% | +81,716 | New |
| Advisors Asset Management, Inc. | 84,596 | $4.81M | 0.10% | −2,772−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 85,139 | $4.84M | 0.01% | −11,105−11.5% | Reduced |
| Stonebridge Capital Advisors LLC | 86,147 | $4.90M | 0.54% | −2,279−2.6% | Reduced |
| Segantii Capital Management Ltd | 87,000 | $4.97M | 0.19% | +87,000 | New |
| Mercer Global Advisors Inc | 88,351 | $5.03M | 0.02% | −6,613−7.0% | Reduced |
| Addenda Capital Inc. | 88,684 | $5.04M | 0.22% | −83−0.1% | Reduced |
| Credit Suisse AG | 90,060 | $5.12M | 0.01% | +901+1.0% | Added |
| Crossmark Global Holdings, Inc. | 90,775 | $5.18M | 0.12% | +320.0% | Added |
| Holowesko Partners Ltd. | 91,900 | $5.23M | 2.31% | 00.0% | Unchanged |
| Amundi | 92,661 | $5.24M | 0.00% | −817,722−89.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 92,966 | $5.29M | 0.24% | +2,443+2.7% | Added |
| Truist Financial Corp | 94,537 | $5.38M | 0.01% | +1,313+1.4% | Added |
| Shelter Mutual Insurance Co | 94,680 | $5.39M | 1.50% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 95,494 | $5.43M | 0.02% | +2,869+3.1% | Added |
| Susquehanna International Group Ltd. | 97,954 | $5.57M | 1.31% | +14,988+18.1% | Added |
| Fusion Capital, LLC | 100,428 | $5.71M | 3.22% | +5,733+6.1% | Added |
| Barclays PLC | 104,066 | $5.92M | 0.00% | +26,533+34.2% | Added |
| O'Shaughnessy Asset Management, LLC | 105,238 | $5.99M | 0.09% | +2,795+2.7% | Added |
| Bank of New York Mellon Corp | 107,057 | $6.09M | 0.00% | −6,214−5.5% | Reduced |
| Cerity Partners LLC | 108,553 | $6.17M | 0.03% | +29,169+36.7% | Added |
| IPG Investment Advisors LLC | 110,307 | $6.27M | 1.38% | +110,307 | New |
| Creative Planning | 110,417 | $6.28M | 0.01% | −2,320−2.1% | Reduced |
| Callahan Advisors, LLC | 113,050 | $6.43M | 0.81% | −34,129−23.2% | Reduced |
| Hikari Tsushin, Inc. | 119,021 | $6.77M | 0.66% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 119,824 | $6.82M | 1.78% | −9,491−7.3% | Reduced |
| Miller Howard Investments Inc | 120,000 | $6.83M | 0.25% | +30,000+33.3% | Added |
| First Republic Investment Management, Inc. | 120,361 | $6.85M | 0.02% | −4,491−3.6% | Reduced |
| QRG Capital Management, Inc. | 121,880 | $6.93M | 0.12% | +121,880 | New |
| Commonwealth Equity Services, LLC | 123,944 | $7.05M | 0.01% | +2,446+2.0% | Added |
| D. E. Shaw & Co., Inc. | 125,746 | $7.15M | 0.01% | −22,687−15.3% | Reduced |
| Guardian Capital Advisors LP | 126,540 | $7.27M | 0.81% | −1,360−1.1% | Reduced |
| Kornitzer Capital Management Inc | 133,440 | $7.59M | 0.16% | +495+0.4% | Added |
| Mackenzie Financial Corp | 138,700 | $7.62M | 0.01% | −51,400−27.0% | Reduced |
| Point72 Asset Management, L.P. | 134,400 | $7.64M | 0.03% | +134,400 | New |
| Greenline Partners, LLC | 137,312 | $7.81M | 1.47% | +1,311+1.0% | Added |
| Ovata Capital Management Ltd | 141,275 | $8.12M | 10.19% | +111,023+367.0% | Added |
| Susquehanna International Securities, Ltd. | 143,495 | $8.16M | 6.91% | +93,718+188.3% | Added |
| Advisor Group Holdings, Inc. | 146,864 | $8.36M | 0.01% | −4,740−3.1% | Reduced |
| Townsend & Associates, Inc | 146,332 | $8.37M | 1.77% | +17,339+13.4% | Added |
| Hikari Power Ltd | 147,400 | $8.38M | 0.82% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 147,560 | $8.39M | 0.10% | −8,059−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 147,560 | $8.39M | 0.01% | −8,059−5.2% | Reduced |
| Capital Fund Management S.A. | 149,676 | $8.51M | 0.11% | +149,676 | New |
| Pacific Heights Asset Management LLC | 160,000 | $9.10M | 0.86% | 00.0% | Unchanged |
| Mariner, LLC | 170,223 | $9.68M | 0.03% | +1,199+0.7% | Added |
| Cantor Fitzgerald, L. P. | 178,597 | $10.2M | 0.27% | +178,597 | New |
| Captrust Financial Advisors | 186,283 | $10.6M | 0.04% | +42,838+29.9% | Added |