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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 23,963 | $1.64M | 0.02% | +2,776+13.1% | Added |
| Schroder Investment Management Group | 24,582 | $1.68M | 0.00% | +954+4.0% | Added |
| AE Wealth Management LLC | 27,317 | $1.69M | 0.01% | +4,177+18.1% | Added |
| Shepherd Financial Partners LLC | 24,941 | $1.70M | 0.24% | −40.0% | Reduced |
| Jeppson Wealth Management, LLC | 25,407 | $1.74M | 0.72% | +73+0.3% | Added |
| Fiduciary Trust Co | 26,032 | $1.78M | 0.03% | −8,438−24.5% | Reduced |
| Highland Capital Management, LLC | 27,313 | $1.87M | 0.12% | +27,313 | New |
| TLS Advisors LLC | 27,660 | $1.89M | 6.27% | +9,220+50.0% | Added |
| Macquarie Group Ltd | 27,767 | $1.90M | 0.00% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 28,031 | $1.91M | 0.59% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 28,602 | $1.95M | 0.41% | −1,636−5.4% | Reduced |
| Rossmore Private Capital | 28,830 | $1.97M | 0.28% | −85−0.3% | Reduced |
| Forum Financial Management, LP | 29,217 | $2.00M | 0.04% | −182−0.6% | Reduced |
| Pitcairn Co | 29,730 | $2.03M | 0.15% | +11,560+63.6% | Added |
| Cetera Advisor Networks LLC | 30,012 | $2.05M | 0.01% | +138+0.5% | Added |
| Peapack Gladstone Financial Corp | 30,119 | $2.06M | 0.03% | +62+0.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 30,144 | $2.06M | 1.12% | +71+0.2% | Added |
| Saturna Capital CORP | 30,333 | $2.07M | 0.03% | −147−0.5% | Reduced |
| SG Americas Securities, LLC | 30,581 | $2.09M | 0.02% | +2,047+7.2% | Added |
| Recurrent Investment Advisors LLC | 30,599 | $2.09M | 0.31% | −3,392−10.0% | Reduced |
| Bessemer Group Inc | 31,131 | $2.13M | 0.00% | +2,324+8.1% | Added |
| Bollard Group LLC | 32,455 | $2.22M | 0.08% | −70−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 32,888 | $2.25M | 0.24% | +32,888 | New |
| Legacy Wealth Asset Management, LLC | 33,679 | $2.30M | 0.75% | +255+0.8% | Added |
| Stonegate Investment Group, LLC | 34,364 | $2.35M | 0.08% | −526−1.5% | Reduced |
| Simmons Bank | 34,462 | $2.35M | 0.19% | +2,807+8.9% | Added |
| Vident Advisory, LLC | 34,535 | $2.36M | 0.06% | +2,924+9.2% | Added |
| Veriti Management LLC | 36,256 | $2.48M | 0.22% | +1,485+4.3% | Added |
| Bayesian Capital Management, LP | 36,640 | $2.50M | 0.27% | +19,378+112.3% | Added |
| Ritholtz Wealth Management | 37,185 | $2.54M | 0.10% | +6,926+22.9% | Added |
| GWM Advisors LLC | 39,967 | $2.56M | 0.02% | −2,847−6.6% | Reduced |
| Moors & Cabot, Inc. | 38,158 | $2.61M | 0.16% | −1,927−4.8% | Reduced |
| Segantii Capital Management Ltd | 37,898 | $2.61M | 0.15% | −49,102−56.4% | Reduced |
| Quantitative Investment Management, LLC | 38,491 | $2.63M | 0.15% | +38,491 | New |
| Pathstone Holdings, LLC | 38,592 | $2.64M | 0.01% | +38,592 | New |
| Navellier & Associates Inc | 38,995 | $2.66M | 0.40% | −815−2.0% | Reduced |
| Umb Bank N A | 39,153 | $2.67M | 0.04% | −1,299−3.2% | Reduced |
| Financial Sense Advisors, Inc. | 39,517 | $2.70M | 1.02% | −3,444−8.0% | Reduced |
| Meritage Portfolio Management | 39,851 | $2.72M | 0.18% | −160,375−80.1% | Reduced |
| Canal Insurance CO | 40,000 | $2.73M | 0.76% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 40,500 | $2.77M | 0.20% | +40,500 | New |
| D.A. Davidson & Co. | 40,705 | $2.78M | 0.03% | −292−0.7% | Reduced |
| Davenport & Co LLC | 40,738 | $2.78M | 0.02% | −3,151−7.2% | Reduced |
| Wambolt & Associates, LLC | 40,965 | $2.80M | 0.91% | +4,528+12.4% | Added |
| Signaturefd, LLC | 41,091 | $2.81M | 0.06% | +11,273+37.8% | Added |
| Keybank National Association | 41,637 | $2.84M | 0.01% | +1,615+4.0% | Added |
| Security National Bank | 42,082 | $2.87M | 0.65% | −2,315−5.2% | Reduced |
| Syon Capital LLC | 43,024 | $2.94M | 0.30% | +5,279+14.0% | Added |
| Susquehanna International Securities, Ltd. | 43,183 | $2.95M | 2.14% | −100,312−69.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 43,404 | $2.96M | 1.98% | −726−1.6% | Reduced |
| Baird Financial Group, Inc. | 44,448 | $3.04M | 0.01% | −30,430−40.6% | Reduced |
| Yousif Capital Management, LLC | 44,596 | $3.05M | 0.04% | +2,940+7.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,111 | $3.08M | 0.29% | +45,111 | New |
| Marco Investment Management LLC | 45,564 | $3.11M | 0.32% | −300−0.7% | Reduced |
| Kestra Advisory Services, LLC | 45,594 | $3.11M | 0.03% | −546−1.2% | Reduced |
| Bridge Creek Capital Management LLC | 46,314 | $3.16M | 1.10% | +348+0.8% | Added |
| Cohen Investment Advisors LLC | 46,320 | $3.16M | 2.33% | −127−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 47,547 | $3.25M | 0.19% | −1,639−3.3% | Reduced |
| Associated Banc-Corp | 48,527 | $3.31M | 0.12% | +2,391+5.2% | Added |
| Putnam Investments LLC | 48,706 | $3.33M | 0.00% | +7,565+18.4% | Added |
| Empire Life Investments Inc. | 48,738 | $3.33M | 0.21% | +1,210+2.5% | Added |
| Naviter Wealth, LLC | 48,853 | $3.34M | 0.67% | +10,180+26.3% | Added |
| Janney Montgomery Scott LLC | 49,004 | $3.35M | 0.01% | +1,105+2.3% | Added |
| Panagora Asset Management Inc | 49,036 | $3.35M | 0.02% | +7,651+18.5% | Added |
| Beacon Pointe Advisors, LLC | 49,532 | $3.38M | 0.04% | −3,368−6.4% | Reduced |
| Cantor Fitzgerald, L. P. | 49,724 | $3.40M | 0.74% | −128,873−72.2% | Reduced |
| Pictet North America Advisors SA | 50,000 | $3.42M | 0.44% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 50,075 | $3.42M | 0.04% | +25,670+105.2% | Added |
| TD Asset Management Inc | 50,539 | $3.45M | 0.00% | +6,639+15.1% | Added |
| South State Corp. | 50,943 | $3.48M | 0.30% | +13,334+35.5% | Added |
| Ingalls & Snyder LLC | 51,111 | $3.49M | 0.16% | +2,930+6.1% | Added |
| NewEdge Wealth, LLC | 51,515 | $3.52M | 0.09% | +15,624+43.5% | Added |
| Wetherby Asset Management Inc | 51,583 | $3.52M | 0.18% | +4,091+8.6% | Added |
| Sit Investment Associates Inc | 52,985 | $3.62M | 0.09% | −140−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 54,160 | $3.70M | 0.04% | −26,057−32.5% | Reduced |
| Balentine LLC | 55,876 | $3.82M | 0.12% | +14,104+33.8% | Added |
| Nichols & Pratt Advisers LLP | 56,019 | $3.83M | 0.27% | +175+0.3% | Added |
| Fifth Third Bancorp | 56,085 | $3.83M | 0.02% | −1,882−3.2% | Reduced |
| JustInvest LLC | 57,422 | $3.92M | 0.10% | +19,420+51.1% | Added |
| GTS Securities LLC | 57,468 | $3.93M | 0.08% | +57,468 | New |
| MML Investors Services, LLC | 59,663 | $4.08M | 0.02% | +20,901+53.9% | Added |
| Lyell Wealth Management, LP | 59,761 | $4.08M | 0.46% | +3,882+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 62,751 | $4.29M | 0.02% | −965−1.5% | Reduced |
| Petredis Investment Advisors LLC | 63,459 | $4.33M | 0.57% | −1,884−2.9% | Reduced |
| Shorepath Capital Management LLC | 63,743 | $4.35M | 3.86% | +63,743 | New |
| Crestline Management, LP | 66,435 | $4.54M | 0.42% | +66,435 | New |
| Raymond James Financial Services Advisors, Inc. | 66,447 | $4.54M | 0.01% | −5,247−7.3% | Reduced |
| Cresset Asset Management, LLC | 68,070 | $4.65M | 0.03% | −1,039−1.5% | Reduced |
| Advisors Asset Management, Inc. | 69,131 | $4.72M | 0.10% | −15,465−18.3% | Reduced |
| Hourglass Capital, LLC | 69,918 | $4.78M | 1.54% | +1,565+2.3% | Added |
| Balyasny Asset Management LLC | 72,542 | $4.96M | 0.01% | −284,820−79.7% | Reduced |
| Earnest Partners LLC | 74,670 | $5.10M | 0.03% | +3,337+4.7% | Added |
| The PNC Financial Services Group, Inc. | 75,353 | $5.15M | 0.00% | −2,442−3.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 76,581 | $5.23M | 0.98% | +152+0.2% | Added |
| Amundi | 81,096 | $5.24M | 0.00% | −11,565−12.5% | Reduced |
| Winmill & Co. Inc | 77,400 | $5.29M | 1.69% | 00.0% | Unchanged |
| LSV Asset Management | 79,100 | $5.40M | 0.01% | −2,600−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 81,119 | $5.54M | 0.00% | +27,945+52.6% | Added |
| Palogic Value Management, L.P. | 82,295 | $5.62M | 2.49% | +587+0.7% | Added |
| SEI Investments Co | 82,802 | $5.66M | 0.01% | +17,420+26.6% | Added |