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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 5,672 | $322.6K | 0.00% | −288−4.8% | Reduced |
| Cooper Financial Group | 5,647 | $321.2K | 0.08% | +254+4.7% | Added |
| 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 |
| Grey Street Capital, LLC | 5,547 | $315.5K | 0.18% | −90−1.6% | Reduced |
| First National Bank of Hutchinson | 5,546 | $315.5K | 0.24% | +64+1.2% | Added |
| Aigen Investment Management, LP | 5,517 | $313.8K | 0.06% | +5,517 | New |
| First Financial Corp | 5,495 | $312.5K | 0.18% | −254−4.4% | Reduced |
| Pathway Financial Advisers, LLC | 5,489 | $312.2K | 0.13% | +5,489 | New |
| Ethic Inc. | 5,410 | $307.7K | 0.01% | +1,773+48.7% | Added |
| LGT Group Foundation | 5,485 | $306.7K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,376 | $305.8K | 0.01% | +215+4.2% | Added |
| True North Advisors, LLC | 5,346 | $304.1K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,331 | $303.2K | 0.02% | +1,536+40.5% | Added |
| Axq Capital, LP | 5,300 | $301.5K | 0.11% | −5,600−51.4% | Reduced |
| Aspen Wealth Strategies, LLC | 5,144 | $292.6K | 0.23% | +5,144 | New |
| Ameritas Advisory Services, LLC | 5,099 | $291.4K | 0.01% | +88+1.8% | Added |
| National Asset Management, Inc. | 5,120 | $291.2K | 0.01% | −13,603−72.7% | Reduced |
| Leonteq Securities AG | 5,048 | $287.1K | 0.03% | +1,670+49.4% | Added |
| Timber Creek Capital Management LLC | 5,000 | $284.4K | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,972 | $283.0K | 0.00% | −580−10.4% | Reduced |
| Thornburg Investment Management Inc | 4,885 | $278.0K | 0.00% | 00.0% | Unchanged |
| Renasant Bank | 4,876 | $277.3K | 0.23% | +165+3.5% | Added |
| Successful Portfolios LLC | 4,865 | $276.8K | 0.25% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,855 | $276.2K | 0.00% | +1,012+26.3% | Added |
| Cozad Asset Management Inc | 4,852 | $276.0K | 0.04% | +280+6.1% | Added |
| Fulcrum Equity Management | 4,851 | $275.9K | 0.32% | +60+1.3% | Added |
| Naples Global Advisors, LLC | 4,837 | $275.1K | 0.03% | +250+5.5% | Added |
| MAS Advisors LLC | 4,807 | $273.4K | 0.39% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,784 | $272.0K | 0.02% | −3,949−45.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,724 | $268.7K | 0.01% | +633+15.5% | Added |
| Knights of Columbus Asset Advisors LLC | 4,722 | $268.6K | 0.02% | +249+5.6% | Added |
| Welch & Forbes LLC | 4,715 | $268.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Snowden Capital Advisors LLC | 4,598 | $261.6K | 0.01% | −5,507−54.5% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,591 | $261.1K | 0.11% | +9+0.2% | Added |
| RFG Advisory, LLC | 4,561 | $259.4K | 0.01% | +4,561 | New |
| Raymond James Trust N.A. | 4,535 | $258.0K | 0.01% | +263+6.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,449 | $253.1K | 0.04% | +4,449 | New |
| Wesbanco Bank Inc | 4,438 | $252.4K | 0.01% | −1,024−18.7% | Reduced |
| Readystate Asset Management LP | 4,404 | $250.5K | 0.02% | +4,404 | New |
| Legacy Financial Advisors, Inc. | 4,399 | $250.2K | 0.05% | −116−2.6% | Reduced |
| Noesis Capital Mangement Corp | 4,395 | $250.0K | 0.07% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,350 | $247.4K | 0.05% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,346 | $247.2K | 0.02% | +149+3.6% | Added |
| Centaurus Financial, Inc. | 4,303 | $245.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 4,271 | $243.7K | 0.01% | +64+1.5% | Added |
| Warren Averett Asset Management, LLC | 4,223 | $240.2K | 0.01% | +4,223 | New |
| Community Bank, N.A. | 4,200 | $238.9K | 0.03% | −1,000−19.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,184 | $238.0K | 0.00% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,150 | $236.1K | 0.11% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,140 | $235.5K | 0.09% | −410−9.0% | Reduced |
| Fulton Bank, N.A. | 4,114 | $234.0K | 0.01% | +4,114 | New |
| Mather Group, LLC. | 4,098 | $233.1K | 0.00% | −11−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 4,097 | $233.0K | 0.01% | +244+6.3% | Added |
| Roberts Glore & Co Inc | 4,095 | $232.9K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,052 | $230.5K | 0.01% | −481−10.6% | Reduced |
| Redwood Wealth Management Group, LLC | 4,034 | $229.5K | 0.27% | +404+11.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,000 | $227.5K | 0.14% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,805 | $227.1K | 0.05% | −600−13.6% | Reduced |
| Clear Street Markets LLC | 3,991 | $227.0K | 0.16% | +1,391+53.5% | Added |
| Exchange Traded Concepts, LLC | 3,967 | $225.6K | 0.01% | +3,967 | New |
| Prudent Man Advisors, LLC | 3,922 | $223.1K | 0.09% | −131−3.2% | Reduced |
| Aaron Wealth Advisors | 3,894 | $221.5K | 0.03% | +522+15.5% | Added |
| Keel Point, LLC | 3,870 | $220.1K | 0.03% | −46−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 3,857 | $219.4K | 0.02% | −173−4.3% | Reduced |
| Stephens Inc | 3,835 | $218.1K | 0.00% | +9+0.2% | Added |
| Baron Wealth Management LLC | 3,815 | $217.0K | 0.14% | +230+6.4% | Added |
| Financial Management Professionals, Inc. | 3,777 | $215.0K | 0.04% | −557−12.9% | Reduced |
| First Horizon Advisors, Inc. | 3,773 | $214.6K | 0.01% | +104+2.8% | Added |
| Assetmark, Inc | 3,768 | $214.3K | 0.00% | −2,838−43.0% | Reduced |
| Fiera Capital Corp | 3,765 | $214.2K | 0.00% | +3,765 | New |
| Benjamin F. Edwards & Company, Inc. | 3,765 | $214.0K | 0.01% | +204+5.7% | Added |
| Seven Mile Advisory | 3,738 | $212.6K | 0.22% | −984−20.8% | Reduced |
| Capital Market Strategies LLC | 3,850 | $211.4K | 0.21% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,687 | $209.7K | 0.00% | +3,687 | New |
| Compass Wealth Management LLC | 3,685 | $209.6K | 0.07% | −175−4.5% | Reduced |
| Solstein Capital, LLC | 3,655 | $207.9K | 0.18% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,642 | $207.2K | 0.13% | +3,642 | New |
| SOL Capital Management CO | 3,625 | $206.0K | 0.03% | +250+7.4% | Added |
| Great Valley Advisor Group, Inc. | 3,617 | $205.3K | 0.01% | +10.0% | Added |
| CVA Family Office, LLC | 3,600 | $204.8K | 0.05% | −240−6.3% | Reduced |
| Lindbrook Capital, LLC | 3,589 | $204.1K | 0.02% | +870+32.0% | Added |
| Hudock, Inc. | 3,587 | $204.0K | 0.05% | +3,587 | New |
| Traynor Capital Management, Inc. | 3,579 | $203.5K | 0.03% | −386−9.7% | Reduced |
| EP Wealth Advisors, LLC | 3,560 | $202.5K | 0.00% | +3,560 | New |
| United Capital Financial Advisers, LLC | 3,553 | $202.1K | 0.00% | −141−3.8% | Reduced |
| Cohen Capital Management, Inc. | 3,552 | $202.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,545 | $201.6K | 0.01% | −2,491−41.3% | Reduced |
| Castleark Management LLC | 3,240 | $184.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,134 | $178.0K | 0.12% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,050 | $173.5K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,000 | $171.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,000 | $170.6K | 0.05% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $170.6K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,855 | $170.0K | 0.00% | +578+25.4% | Added |
| Global Retirement Partners, LLC | 2,886 | $158.9K | 0.01% | +119+4.3% | Added |
| Creative Financial Designs Inc | 2,760 | $157.0K | 0.02% | −1,726−38.5% | Reduced |
| Icon Wealth Partners, LLC | 2,758 | $156.9K | 0.02% | 00.0% | Unchanged |