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 |
|---|---|---|---|---|---|
| First Financial Corp | 5,858 | $400.1K | 0.20% | +363+6.6% | Added |
| Central Trust Co | 5,899 | $403.0K | 0.01% | −3,549−37.6% | Reduced |
| Malaga Cove Capital, LLC | 5,937 | $405.6K | 0.17% | −57−1.0% | Reduced |
| Touchstone Capital, Inc. | 5,997 | $409.7K | 0.39% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 6,009 | $410.5K | 0.20% | +127+2.2% | Added |
| MRP Capital Investments, LLC | 6,096 | $416.4K | 0.45% | −11,445−65.2% | Reduced |
| Kovack Advisors, Inc. | 6,258 | $427.5K | 0.05% | −728−10.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,269 | $428.3K | 0.03% | −174−2.7% | Reduced |
| PDS Planning, Inc | 6,445 | $440.3K | 0.05% | +51+0.8% | Added |
| Callan Capital, LLC | 6,496 | $443.7K | 0.04% | +6,496 | New |
| Biltmore Family Office, LLC | 6,497 | $443.8K | 0.09% | −66−1.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 6,540 | $446.7K | 0.23% | +6,540 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,325 | $448.5K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,628 | $452.8K | 0.02% | +181+2.8% | Added |
| Ruggaard & Associates LLC | 6,640 | $453.6K | 0.24% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,658 | $454.8K | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,659 | $454.9K | 0.07% | +22+0.3% | Added |
| Ethic Inc. | 6,711 | $458.4K | 0.01% | +1,301+24.0% | Added |
| Cozad Asset Management Inc | 6,727 | $459.5K | 0.05% | +1,875+38.6% | Added |
| Heron Bay Capital Management | 6,765 | $462.1K | 0.11% | −573−7.8% | Reduced |
| Voya Investment Management LLC | 6,795 | $464.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,804 | $464.8K | 0.06% | −207−3.0% | Reduced |
| Gallacher Capital Management LLC | 6,823 | $466.1K | 0.26% | −261−3.7% | Reduced |
| Spire Wealth Management | 7,715 | $467.0K | 0.02% | −501−6.1% | Reduced |
| TruWealth Advisors, LLC | 6,894 | $470.9K | 0.04% | +477+7.4% | Added |
| Straight Path Wealth Management | 7,050 | $481.6K | 0.28% | +50+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,144 | $488.0K | 0.08% | +14+0.2% | Added |
| Rathbone Brothers plc | 7,119 | $489.4K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,269 | $496.5K | 0.06% | +2,820+63.4% | Added |
| Verdad Advisers, LP | 7,300 | $498.7K | 1.01% | −3,400−31.8% | Reduced |
| Chronos Wealth Management, LLC | 7,300 | $498.7K | 0.32% | −224−3.0% | Reduced |
| Chicago Partners Investment Group LLC | 8,037 | $499.7K | 0.02% | −10.0% | Reduced |
| Confluence Investment Management LLC | 7,318 | $499.9K | 0.01% | +587+8.7% | Added |
| Sapient Capital LLC | 7,376 | $503.9K | 0.01% | +7,376 | New |
| Axxcess Wealth Management, LLC | 7,406 | $505.9K | 0.02% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 7,410 | $506.2K | 0.01% | −1,650−18.2% | Reduced |
| Avidian Wealth Solutions, LLC | 7,442 | $508.4K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,507 | $512.8K | 0.04% | +1,556+26.1% | Added |
| Essex Financial Services, Inc. | 7,522 | $513.8K | 0.05% | −12,208−61.9% | Reduced |
| CWM, LLC | 7,518 | $514.0K | 0.00% | +830+12.4% | Added |
| Creekmur Asset Management LLC | 7,621 | $520.6K | 0.16% | +7,621 | New |
| Jackson Hole Capital Partners, LLC | 7,657 | $523.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 7,700 | $526.0K | 0.45% | +300+4.1% | Added |
| Leonteq Securities AG | 7,716 | $527.1K | 0.07% | +2,668+52.9% | Added |
| Optiver Holding B.V. | 7,754 | $529.7K | 0.02% | −611,442−98.7% | Reduced |
| Cadinha & Co LLC | 7,765 | $530.4K | 0.08% | −30−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,783 | $531.7K | 0.05% | +7,783 | New |
| Perigon Wealth Management, LLC | 7,787 | $531.9K | 0.02% | +725+10.3% | Added |
| Mission Wealth Management, LP | 7,812 | $533.6K | 0.02% | +328+4.4% | Added |
| Legacy Financial Advisors, Inc. | 7,819 | $534.1K | 0.10% | +3,420+77.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,850 | $536.2K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8,000 | $546.5K | 0.44% | −4,737−37.2% | Reduced |
| Ballentine Partners, LLC | 8,007 | $547.0K | 0.01% | +3,955+97.6% | Added |
| MAI Capital Management | 8,165 | $557.8K | 0.01% | +1,866+29.6% | Added |
| Breakwater Capital Group | 9,309 | $559.7K | 0.16% | +853+10.1% | Added |
| AlphaStar Capital Management, LLC | 8,196 | $559.9K | 0.05% | −3,428−29.5% | Reduced |
| Benedict Financial Advisors Inc | 8,284 | $565.9K | 0.15% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,286 | $566.0K | 0.19% | +459+5.9% | Added |
| Hexagon Capital Partners LLC | 8,291 | $566.4K | 0.14% | +1,044+14.4% | Added |
| Valeo Financial Advisors, LLC | 8,295 | $566.6K | 0.02% | +1,776+27.2% | Added |
| American Trust Investment Advisors, LLC | 8,369 | $571.7K | 0.30% | +360+4.5% | Added |
| Intrust Bank NA | 8,394 | $573.4K | 0.07% | +2,552+43.7% | Added |
| HSBC Holdings PLC | 8,457 | $577.5K | 0.00% | −3,485−29.2% | Reduced |
| Range Financial Group LLC | 8,486 | $579.7K | 0.35% | +8,486 | New |
| Teamwork Financial Advisors, LLC | 8,514 | $581.6K | 0.10% | +210+2.5% | Added |
| Pacific Global Investment Management CO | 8,778 | $599.6K | 0.12% | −339−3.7% | Reduced |
| Baker Avenue Asset Management, LP | 8,793 | $600.6K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 8,804 | $601.4K | 0.17% | +1,179+15.5% | Added |
| Archford Capital Strategies, LLC | 8,897 | $607.7K | 0.11% | +965+12.2% | Added |
| Highlander Capital Management, LLC | 8,900 | $608.0K | 0.22% | −375−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,923 | $609.5K | 0.02% | −10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,927 | $609.8K | 0.01% | −417−4.5% | Reduced |
| Cadence Wealth Management LLC | 8,998 | $614.7K | 0.48% | +1,111+14.1% | Added |
| Fractal Investments LLC | 9,000 | $614.8K | 0.13% | −30,327−77.1% | Reduced |
| Cetera Advisors LLC | 9,152 | $625.1K | 0.01% | −194−2.1% | Reduced |
| Paradiem, LLC | 9,276 | $633.6K | 0.18% | −13,839−59.9% | Reduced |
| Ieq Capital, LLC | 9,367 | $639.9K | 0.01% | +2,449+35.4% | Added |
| Pekin Hardy Strauss, Inc. | 9,503 | $649.1K | 0.10% | −1,200−11.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 9,613 | $656.7K | 0.08% | +184+2.0% | Added |
| Lake Street Advisors Group, LLC | 9,663 | $660.0K | 0.03% | +9,663 | New |
| Invictus Private Wealth, LLC | 9,710 | $663.3K | 0.06% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 9,847 | $672.7K | 0.10% | +1,841+23.0% | Added |
| Bowen Hanes & Co Inc | 9,925 | $678.0K | 0.02% | +275+2.8% | Added |
| Highline Wealth Partners LLC | 10,000 | $683.1K | 0.33% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,044 | $686.1K | 0.05% | +10,044 | New |
| RNC Capital Management LLC | 10,084 | $688.8K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 10,224 | $698.4K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,525 | $719.0K | 0.02% | +39+0.4% | Added |
| Whittier Trust Co | 10,531 | $719.4K | 0.01% | −1,300−11.0% | Reduced |
| Invst, LLC | 11,994 | $723.6K | 0.09% | +64+0.5% | Added |
| Legal Advantage Investments, Inc. | 10,611 | $724.9K | 0.44% | −580−5.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,640 | $726.8K | 0.00% | +2,342+28.2% | Added |
| Cetera Investment Advisers | 10,857 | $741.6K | 0.01% | −2,248−17.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,867 | $742.4K | 0.04% | −3,329−23.5% | Reduced |
| Deutsche Bank AG | 10,890 | $743.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,901 | $744.6K | 0.01% | +137+1.3% | Added |
| Garner Asset Management Corp | 12,444 | $746.2K | 0.38% | +12,444 | New |
| Wedbush Securities Inc | 10,956 | $748.0K | 0.03% | −327−2.9% | Reduced |
| Advisory Services Network, LLC | 11,022 | $752.9K | 0.02% | −13,743−55.5% | Reduced |
| Louisbourg Investments Inc. | 11,080 | $756.9K | 0.23% | +11,080 | New |