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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in BHP Group Ltd as of Dec 31, 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
702
+49 vs. Q3 2023
Shares held
96.3M
+5.75M (+6.3%) vs. Q3 2023
Total value
$6.55B
+$1.40B (+27.1%) vs. Q3 2023
New holders
115
240 more added
Sold out
66
204 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 702 institutions
Q1 2021: 503 institutionsQ2 2021: 516 institutionsQ3 2021: 490 institutionsQ4 2021: 505 institutionsQ1 2022: 636 institutionsQ2 2022: 585 institutionsQ3 2022: 555 institutionsQ4 2022: 639 institutionsQ1 2023: 666 institutionsQ2 2023: 663 institutionsQ3 2023: 660 institutionsQ4 2023: 702 institutionsQ1 2024: 685 institutionsQ2 2024: 660 institutionsQ3 2024: 665 institutionsQ4 2024: 647 institutionsQ1 2025: 623 institutionsQ2 2025: 616 institutionsQ3 2025: 629 institutionsQ4 2025: 685 institutionsQ1 2026: 739 institutionsQ2 2026: 820 institutions
Value heldQ4 2023: $6.55B
Q1 2021: $6.25BQ2 2021: $7.06BQ3 2021: $5.53BQ4 2021: $5.85BQ1 2022: $7.97BQ2 2022: $5.40BQ3 2022: $4.50BQ4 2022: $5.61BQ1 2023: $5.76BQ2 2023: $5.30BQ3 2023: $5.16BQ4 2023: $6.55BQ1 2024: $5.32BQ2 2024: $5.43BQ3 2024: $5.74BQ4 2024: $4.39BQ1 2025: $4.52BQ2 2025: $4.71BQ3 2025: $5.93BQ4 2025: $6.05BQ1 2026: $7.67BQ2 2026: $9.65B
Institutions holding BHP and their total value by quarter
QuarterHoldersValue
Q2 2026820$9.65B
Q1 2026739$7.67B
Q4 2025685$6.05B
Q3 2025629$5.93B
Q2 2025616$4.71B
Q1 2025623$4.52B
Q4 2024647$4.39B
Q3 2024665$5.74B
Q2 2024660$5.43B
Q1 2024685$5.32B
Q4 2023702$6.55B
Q3 2023660$5.16B
Q2 2023663$5.30B
Q1 2023666$5.76B
Q4 2022639$5.61B
Q3 2022555$4.50B
Q2 2022585$5.40B
Q1 2022636$7.97B
Q4 2021505$5.85B
Q3 2021490$5.53B
Q2 2021516$7.06B
Q1 2021503$6.25B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q3 2023.

Institutions holding BHP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC6$00.00%00.0%Unchanged
Sofos Investments, Inc.1$540.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$3420.00%00.0%Unchanged
Cornerstone Planning Group LLC6$4100.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$7750.00%00.0%Unchanged
Larson Financial Group LLC12$8200.00%+12New
Strategic Investment Solutions, Inc.15$1.05K0.00%−930−98.4%Reduced
Horizon Investments, LLC20$1.37K0.00%+20New
Glen Eagle Advisors, LLC21$1.41K0.00%−49−70.0%Reduced
Qube Research & Technologies Ltd21$1.44K0.00%−47,200−100.0%Reduced
Beaird Harris Wealth Management, LLC25$1.71K0.00%+25New
Salomon & Ludwin, LLC31$1.76K0.00%00.0%Unchanged
POM Investment Strategies, LLC26$1.78K0.00%+26New
Cherry Tree Wealth Management, LLC26$1.78K0.00%00.0%Unchanged
Quent Capital, LLC27$1.84K0.00%00.0%Unchanged
Byrne Asset Management LLC27$1.86K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.34$2.00K0.00%00.0%Unchanged
Benjamin Edwards Inc28$2.00K0.00%00.0%Unchanged
City State Bank25$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC33$2.26K0.00%+33New
Nemes Rush Group LLC35$2.39K0.00%00.0%Unchanged
FWL Investment Management, LLC38$2.60K0.00%00.0%Unchanged
Scarborough Advisors, LLC40$2.73K0.00%+40New
Abound Wealth Management42$2.87K0.00%+2+5.0%Added
Wiser Advisor Group LLC42$2.90K0.00%+42New
Lazard Asset Management LLC57$3.00K0.00%−27−32.1%Reduced
Western Pacific Wealth Management, LP46$3.16K0.00%00.0%Unchanged
Independence Bank of Kentucky50$3.42K0.00%00.0%Unchanged
Missouri Trust & Investment Co50$3.42K0.00%00.0%Unchanged
Colonial Trust Co51$3.47K0.00%−8−13.6%Reduced
Valley National Advisers Inc72$4.00K0.00%00.0%Unchanged
Lee Financial Co66$4.51K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC67$4.64K0.00%+8+13.6%Added
BFSG, LLC70$4.78K0.00%−20,235−99.7%Reduced
Annapolis Financial Services, LLC72$4.92K0.00%00.0%Unchanged
Raffa Wealth Management, LLC80$5.46K0.00%00.0%Unchanged
True Wealth Design, LLC81$5.53K0.00%00.0%Unchanged
Sound Income Strategies, LLC83$5.67K0.00%00.0%Unchanged
Gradient Investments LLC84$5.74K0.00%−150−64.1%Reduced
Caldwell Sutter Capital, Inc.85$5.81K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$5.81K0.00%+13+18.1%Added
Avion Wealth89$6.00K0.00%−500−84.9%Reduced
Bourgeon Capital Management LLC89$6.08K0.00%+38+74.5%Added
Archer Investment Corp90$6.15K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC100$6.83K0.00%00.0%Unchanged
Main Street Group, LTD100$6.83K0.00%+100New
Atlantic Edge Private Wealth Management, LLC100$6.83K0.00%+100New
Birchbrook, Inc.100$6.83K0.00%+100New
Smartleaf Asset Management LLC100$6.86K0.00%+100New
Founders Capital Management101$6.90K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC102$6.97K0.01%+102New
Headlands Technologies LLC116$7.92K0.00%+116New
Jones Financial Companies LLLP123$8.40K0.00%+123New
Arlington Trust Co LLC130$8.88K0.00%+130New
Old Point Trust & Financial Services N A143$9.77K0.00%+143New
Global Wealth Strategies & Associates144$9.84K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC153$10.4K0.00%+153New
Orion Capital Management LLC180$12.3K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.181$12.4K0.00%00.0%Unchanged
Beacon Capital Management, LLC229$13.0K0.00%−19−7.7%Reduced
Tennessee Valley Asset Management Partners194$13.3K0.00%+194New
Silicon Valley Capital Partners195$13.3K0.00%+5+2.6%Added
Halpern Financial, Inc.203$13.6K0.00%00.0%Unchanged
Norwood Financial Corp200$13.7K0.02%−100−33.3%Reduced
Concord Wealth Partners200$13.7K0.00%−18−8.3%Reduced
Stephens Consulting, LLC200$13.7K0.00%00.0%Unchanged
AlphaMark Advisors, LLC200$14.0K0.01%00.0%Unchanged
Rakuten Securities, Inc.206$14.1K0.01%+206New
Coston, McIsaac & Partners234$15.0K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC225$15.4K0.01%00.0%Unchanged
Johnson Financial Group, Inc.238$16.3K0.00%+238New
FSA Wealth Management LLC250$17.0K0.01%+250New
Trust Co249$17.0K0.00%00.0%Unchanged
St Germain D J Co Inc250$17.1K0.00%00.0%Unchanged
GW&K Investment Management, LLC285$19.0K0.00%00.0%Unchanged
Centerpoint Advisors, LLC275$19.0K0.01%00.0%Unchanged
First Personal Financial Services287$19.6K0.00%−30−9.5%Reduced
Bellevue Asset Management, LLC297$20.3K0.02%00.0%Unchanged
Princeton Global Asset Management LLC298$20.3K0.01%+62+26.3%Added
CoreFirst Bank & Trust300$20.5K0.01%00.0%Unchanged
Covestor Ltd307$21.0K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc327$22.3K0.00%−279−46.0%Reduced
Private Trust Co NA329$22.5K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC330$22.5K0.00%+330New
First Manhattan Co338$23.1K0.00%+338New
Financial Perspectives, Inc365$24.9K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC368$25.1K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.380$26.0K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC396$27.1K0.02%00.0%Unchanged
RFP Financial Group LLC398$27.2K0.01%+306+332.6%Added
Eagle Bay Advisors LLC403$27.5K0.02%+403New
Ancora Advisors, LLC409$27.9K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC413$28.2K0.00%+44+11.9%Added
Cambridge Trust Co425$29.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.426$29.1K0.01%00.0%Unchanged
Tradition Wealth Management, LLC473$32.0K0.00%00.0%Unchanged
WealthCollab, LLC493$33.7K0.03%+493New
Center for Financial Planning, Inc.500$34.2K0.01%00.0%Unchanged
SJS Investment Consulting Inc.500$34.2K0.01%00.0%Unchanged
LM Advisors LLC500$34.2K0.01%+500New