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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bray Capital Advisors | 535 | $36.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 547 | $37.4K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 550 | $37.6K | 0.00% | +550 | New |
| Trust Co of Vermont | 566 | $38.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 608 | $41.5K | 0.01% | +65+12.0% | Added |
| Frazier Financial Advisors, LLC | 621 | $42.4K | 0.04% | +621 | New |
| Rothschild Investment LLC | 626 | $42.8K | 0.00% | +626 | New |
| Brown Brothers Harriman & Co | 634 | $43.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 647 | $44.2K | 0.00% | +376+138.7% | Added |
| Compagnie Lombard Odier SCmA | 650 | $44.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 650 | $44.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 678 | $46.0K | 0.00% | −50−6.9% | Reduced |
| Pingora Partners LLC | 689 | $47.1K | 0.04% | +689 | New |
| Tyler-Stone Wealth Management | 767 | $52.4K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 770 | $52.6K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 784 | $53.6K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 792 | $54.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 800 | $54.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 805 | $55.0K | 0.01% | +22+2.8% | Added |
| SYSTM Wealth Solutions LLC | 817 | $55.8K | 0.01% | +817 | New |
| Bangor Savings Bank | 858 | $58.6K | 0.01% | −55−6.0% | Reduced |
| Parkside Financial Bank & Trust | 894 | $61.1K | 0.01% | +165+22.6% | Added |
| Hollencrest Capital Management | 900 | $61.5K | 0.01% | −11−1.2% | Reduced |
| Cape Investment Advisory, Inc. | 906 | $61.9K | 0.03% | +267+41.8% | Added |
| Salem Investment Counselors Inc | 933 | $63.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 938 | $64.1K | 0.01% | −141−13.1% | Reduced |
| Zions Bancorporation, N.A. | 969 | $66.2K | 0.00% | +83+9.4% | Added |
| Baystate Wealth Management LLC | 984 | $67.3K | 0.00% | +13+1.3% | Added |
| Anchor Investment Management, LLC | 1,000 | $68.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,072 | $73.2K | 0.00% | +985+1,132.2% | Added |
| REAP Financial Group, LLC | 1,083 | $74.0K | 0.02% | +1,083 | New |
| Harbour Investments, Inc. | 1,092 | $74.6K | 0.00% | +31+2.9% | Added |
| Pin Oak Investment Advisors Inc | 1,109 | $76.0K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,135 | $77.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,141 | $77.9K | 0.03% | −982−46.3% | Reduced |
| Chilton Capital Management LLC | 1,155 | $78.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,190 | $81.3K | 0.02% | +63+5.6% | Added |
| Operose Advisors LLC | 1,211 | $82.7K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,238 | $84.6K | 0.00% | −4,756−79.3% | Reduced |
| AdvisorNet Financial, Inc | 1,246 | $85.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,252 | $85.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,254 | $85.7K | 0.00% | −6−0.5% | Reduced |
| Cutler Group LP | 1,260 | $86.0K | 0.01% | +1,260 | New |
| Grove Bank & Trust | 1,269 | $86.7K | 0.02% | −3−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,365 | $93.2K | 0.01% | +95+7.5% | Added |
| Hoey Investments, Inc | 1,400 | $95.6K | 0.03% | −300−17.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,403 | $95.8K | 0.01% | +266+23.4% | Added |
| Allworth Financial LP | 1,441 | $98.4K | 0.00% | +162+12.7% | Added |
| Sawyer & Company, Inc | 1,450 | $99.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,451 | $99.1K | 0.01% | −1,309−47.4% | Reduced |
| First PREMIER Bank | 1,461 | $100.0K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,500 | $102.5K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,567 | $107.1K | 0.02% | −955−37.9% | Reduced |
| Proequities, Inc. | 1,602 | $109.5K | 0.01% | +248+18.3% | Added |
| Huntington National Bank | 1,610 | $110.0K | 0.00% | −273−14.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,640 | $112.0K | 0.10% | +1,640 | New |
| Clear Street Markets LLC | 1,700 | $116.0K | 0.05% | −2,291−57.4% | Reduced |
| Delta Asset Management LLC | 1,803 | $123.2K | 0.01% | −30−1.6% | Reduced |
| VisionPoint Advisory Group, LLC | 1,819 | $124.3K | 0.05% | −434−19.3% | Reduced |
| HM Payson & Co | 1,853 | $126.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,904 | $130.0K | 0.02% | −99−4.9% | Reduced |
| Boit C F David | 2,000 | $134.4K | 0.08% | +2,000 | New |
| Bartlett & Co. LLC | 2,000 | $137.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $137.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,068 | $141.3K | 0.06% | 00.0% | Unchanged |
| AXA S.A. | 2,287 | $156.2K | 0.00% | +457+25.0% | Added |
| FNY Investment Advisers, LLC | 2,398 | $163.0K | 0.18% | +2,398 | New |
| Credit Agricole S A | 2,429 | $165.9K | 0.00% | −8,852−78.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,522 | $172.3K | 0.02% | +2,522 | New |
| Toronto Dominion Bank | 2,530 | $172.8K | 0.00% | −67−2.6% | Reduced |
| Planned Solutions, Inc. | 2,576 | $176.0K | 0.08% | +2,576 | New |
| Global Retirement Partners, LLC | 2,865 | $176.3K | 0.01% | −21−0.7% | Reduced |
| Acropolis Investment Management, LLC | 2,584 | $176.5K | 0.01% | −2−0.1% | Reduced |
| GAMMA Investing LLC | 2,923 | $178.9K | 0.05% | +2,923 | New |
| Glassman Wealth Services | 2,631 | $179.7K | 0.03% | +64+2.5% | Added |
| Russell Investments Group, Ltd. | 2,650 | $181.0K | 0.00% | +1,485+127.5% | Added |
| Rosenberg Matthew Hamilton | 2,770 | $189.2K | 0.06% | +96+3.6% | Added |
| Farther Finance Advisors, LLC | 2,802 | $191.4K | 0.01% | +789+39.2% | Added |
| Bank of New Hampshire | 3,000 | $204.9K | 0.06% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $204.9K | 0.19% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,019 | $206.2K | 0.00% | +3,019 | New |
| Wealth Quarterback LLC | 3,020 | $206.3K | 0.13% | +3,020 | New |
| Diversified Trust Co | 3,032 | $207.1K | 0.01% | +3,032 | New |
| WorthPointe, LLC | 3,039 | $207.6K | 0.11% | +3,039 | New |
| Financial Management Network Inc | 3,146 | $207.7K | 0.06% | +3,146 | New |
| Optimum Investment Advisors | 3,050 | $208.3K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,098 | $211.6K | 0.00% | +3,098 | New |
| Kohmann Bosshard Financial Services, LLC | 3,108 | $212.3K | 0.03% | +3,108 | New |
| Horizon Kinetics Asset Management LLC | 3,131 | $213.9K | 0.00% | +3,131 | New |
| Camden Capital, LLC | 3,132 | $213.9K | 0.02% | +3,132 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,134 | $214.0K | 0.11% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,156 | $215.6K | 0.05% | −649−17.1% | Reduced |
| Colony Group, LLC | 3,195 | $218.0K | 0.00% | +3,195 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 3,204 | $218.9K | 0.07% | +3,204 | New |
| NBT Bank N A | 3,209 | $219.2K | 0.02% | +3,209 | New |
| Castleark Management LLC | 3,240 | $221.3K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,263 | $222.9K | 0.06% | +3,263 | New |
| Hilltop Holdings Inc. | 3,265 | $223.0K | 0.03% | +3,265 | New |
| Abel Hall, LLC | 3,275 | $223.7K | 0.19% | +3,275 | New |