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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 3,293 | $224.9K | 0.08% | −629−16.0% | Reduced |
| Arete Wealth Advisors, LLC | 3,296 | $225.2K | 0.02% | +3,296 | New |
| Waldron Private Wealth LLC | 3,297 | $225.2K | 0.01% | +3,297 | New |
| Intrua Financial, LLC | 3,351 | $228.9K | 0.04% | +3,351 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,393 | $231.8K | 0.07% | +3,393 | New |
| Wedmont Private Capital | 3,515 | $232.1K | 0.02% | +3,515 | New |
| Fulton Bank, N.A. | 3,451 | $235.7K | 0.01% | −663−16.1% | Reduced |
| We Are One Seven, LLC | 3,455 | $236.0K | 0.01% | +3,455 | New |
| Tiaa Trust, National Association | 3,482 | $237.9K | 0.00% | −205−5.6% | Reduced |
| CoreCommodity Management, LLC | 3,493 | $238.6K | 0.07% | +3,493 | New |
| Douglass Winthrop Advisors, LLC | 3,500 | $239.1K | 0.01% | +3,500 | New |
| DDD Partners, LLC | 3,500 | $239.1K | 0.03% | +3,500 | New |
| National Asset Management, Inc. | 3,504 | $239.4K | 0.01% | −1,616−31.6% | Reduced |
| Cohen Capital Management, Inc. | 3,552 | $242.6K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 3,579 | $244.5K | 0.05% | −8−0.2% | Reduced |
| CVA Family Office, LLC | 3,600 | $245.9K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,610 | $246.6K | 0.07% | −75−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 3,638 | $248.5K | 0.01% | +3,638 | New |
| Solstein Capital, LLC | 3,655 | $249.7K | 0.18% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,688 | $251.9K | 0.05% | +3,688 | New |
| Sage Mountain Advisors LLC | 3,693 | $252.3K | 0.03% | +3,693 | New |
| Aprio Wealth Management, LLC | 3,703 | $253.0K | 0.06% | +3,703 | New |
| Assetmark, Inc | 3,728 | $254.7K | 0.00% | −40−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,538 | $258.0K | 0.00% | +1,683+58.9% | Added |
| Cullen Investment Group, Ltd. | 3,816 | $260.7K | 0.05% | +3,816 | New |
| Pinnacle Associates Ltd | 3,840 | $262.3K | 0.00% | −5,865−60.4% | Reduced |
| Capital Market Strategies LLC | 3,850 | $263.0K | 0.23% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,959 | $270.4K | 0.15% | +317+8.7% | Added |
| Snowden Capital Advisors LLC | 3,964 | $270.8K | 0.01% | −634−13.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,967 | $271.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 3,971 | $271.2K | 0.00% | +136+3.5% | Added |
| Segment Wealth Management, LLC | 3,977 | $271.7K | 0.02% | +3,977 | New |
| Aspen Grove Capital, LLC | 3,977 | $271.7K | 0.08% | +3,977 | New |
| First Horizon Advisors, Inc. | 3,988 | $272.4K | 0.01% | +215+5.7% | Added |
| Cullen/Frost Bankers, Inc. | 4,007 | $273.7K | 0.00% | −177−4.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,011 | $274.0K | 0.01% | +4,011 | New |
| Keel Point, LLC | 4,011 | $274.0K | 0.03% | +141+3.6% | Added |
| Savant Capital, LLC | 4,032 | $275.4K | 0.00% | +4,032 | New |
| First National Bank of Hutchinson | 4,038 | $275.8K | 0.20% | −1,508−27.2% | Reduced |
| NWF Advisory Services Inc. | 4,047 | $276.4K | 0.06% | +4,047 | New |
| Seven Mile Advisory | 4,057 | $277.1K | 0.24% | +319+8.5% | Added |
| Lido Advisors, LLC | 4,058 | $277.2K | 0.00% | −797−16.4% | Reduced |
| Roberts Glore & Co Inc | 4,095 | $279.7K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,098 | $279.9K | 0.00% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,140 | $282.8K | 0.10% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,150 | $283.5K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,200 | $286.9K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,208 | $287.4K | 0.01% | +4,208 | New |
| Wolverine Trading, LLC | 4,215 | $287.9K | 0.00% | −13,418−76.1% | Reduced |
| Kestra Private Wealth Services, LLC | 4,256 | $290.7K | 0.01% | +159+3.9% | Added |
| Wesbanco Bank Inc | 4,265 | $291.3K | 0.02% | −173−3.9% | Reduced |
| Baron Wealth Management LLC | 4,267 | $291.5K | 0.16% | +452+11.8% | Added |
| Bokf, NA | 4,270 | $291.7K | 0.01% | −10.0% | Reduced |
| Klingman & Associates, LLC | 4,289 | $293.0K | 0.02% | −57−1.3% | Reduced |
| MAS Advisors LLC | 4,294 | $293.3K | 0.38% | −513−10.7% | Reduced |
| Epoch Investment Partners, Inc. | 4,347 | $296.9K | 0.00% | +4,347 | New |
| Adviser Investments LLC | 4,350 | $297.1K | 0.00% | +4,350 | New |
| Financial Management Professionals, Inc. | 4,393 | $300.0K | 0.05% | +616+16.3% | Added |
| Noesis Capital Mangement Corp | 4,395 | $300.2K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,474 | $305.6K | 0.01% | −61−1.3% | Reduced |
| Redwood Wealth Management Group, LLC | 4,484 | $306.3K | 0.34% | +450+11.2% | Added |
| TD Private Client Wealth LLC | 4,595 | $313.9K | 0.01% | +1,050+29.6% | Added |
| Hoylecohen, LLC | 4,700 | $321.1K | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $321.1K | 0.23% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,715 | $322.1K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,736 | $323.5K | 0.02% | +879+22.8% | Added |
| Sivia Capital Partners, LLC | 4,742 | $323.9K | 0.25% | +4,742 | New |
| Lincoln National Corp | 4,795 | $327.6K | 0.01% | −4,414−47.9% | Reduced |
| Centaurus Financial, Inc. | 4,803 | $328.0K | 0.02% | +500+11.6% | Added |
| Naples Global Advisors, LLC | 4,837 | $330.4K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,846 | $331.1K | 0.25% | −19−0.4% | Reduced |
| FDx Advisors, Inc. | 4,858 | $332.0K | 0.03% | +74+1.5% | Added |
| Thornburg Investment Management Inc | 4,885 | $333.7K | 0.00% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,965 | $339.2K | 0.42% | +114+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,980 | $340.0K | 0.01% | +1,215+32.3% | Added |
| Warren Averett Asset Management, LLC | 4,989 | $340.8K | 0.01% | +766+18.1% | Added |
| Burford Brothers, Inc. | 4,995 | $341.2K | 0.24% | +4,995 | New |
| Timber Creek Capital Management LLC | 5,000 | $341.6K | 0.12% | 00.0% | Unchanged |
| Renasant Bank | 5,020 | $342.9K | 0.27% | +144+3.0% | Added |
| Stratos Wealth Partners, LTD. | 5,021 | $343.0K | 0.01% | +297+6.3% | Added |
| Traveka Wealth, LLC | 5,027 | $343.4K | 0.17% | +5,027 | New |
| Lindbrook Capital, LLC | 5,034 | $343.9K | 0.03% | +1,445+40.3% | Added |
| Knights of Columbus Asset Advisors LLC | 5,042 | $344.4K | 0.02% | +320+6.8% | Added |
| Aspen Wealth Strategies, LLC | 5,144 | $351.4K | 0.26% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,147 | $351.6K | 0.06% | +1,253+32.2% | Added |
| Pathway Financial Advisers, LLC | 5,357 | $365.9K | 0.14% | −132−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 5,983 | $368.6K | 0.02% | +884+17.3% | Added |
| Sawtooth Solutions, LLC | 5,447 | $372.1K | 0.01% | −164−2.9% | Reduced |
| Bleakley Financial Group, LLC | 5,461 | $373.1K | 0.01% | −150−2.7% | Reduced |
| LGT Group Foundation | 5,485 | $376.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,541 | $378.5K | 0.01% | +165+3.1% | Added |
| Grey Street Capital, LLC | 5,547 | $378.9K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,549 | $379.1K | 0.02% | +5,549 | New |
| IHT Wealth Management, LLC | 5,590 | $381.8K | 0.02% | −710−11.3% | Reduced |
| AlphaQ Advisors LLC | 5,671 | $387.4K | 0.27% | −954−14.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,672 | $387.5K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,700 | $389.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 6,499 | $396.6K | 0.20% | +125+2.0% | Added |
| Synovus Financial Corp | 5,842 | $399.2K | 0.01% | +870+17.5% | Added |
| Stamos Capital Partners, L.P. | 5,850 | $399.6K | 0.11% | −8,700−59.8% | Reduced |