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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 83,391 | $5.70M | 0.57% | −2,756−3.2% | Reduced |
| Mercer Global Advisors Inc | 84,623 | $5.78M | 0.02% | −3,728−4.2% | Reduced |
| Quantinno Capital Management LP | 85,251 | $5.82M | 0.20% | +3,580+4.4% | Added |
| Addenda Capital Inc. | 88,594 | $6.05M | 0.24% | −90−0.1% | Reduced |
| Credit Suisse AG | 90,925 | $6.21M | 0.01% | +865+1.0% | Added |
| Holowesko Partners Ltd. | 91,900 | $6.28M | 2.26% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 92,344 | $6.31M | 0.25% | −622−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 93,460 | $6.38M | 0.13% | +2,685+3.0% | Added |
| Shelter Mutual Insurance Co | 94,680 | $6.47M | 1.78% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 94,945 | $6.49M | 0.02% | −549−0.6% | Reduced |
| Callahan Advisors, LLC | 96,620 | $6.60M | 0.77% | −16,430−14.5% | Reduced |
| Truist Financial Corp | 97,593 | $6.67M | 0.01% | +3,056+3.2% | Added |
| Fusion Capital, LLC | 100,708 | $6.88M | 3.52% | +280+0.3% | Added |
| Barclays PLC | 104,345 | $7.13M | 0.00% | +279+0.3% | Added |
| Advisor Group Holdings, Inc. | 104,279 | $7.14M | 0.01% | −42,585−29.0% | Reduced |
| Cerity Partners LLC | 108,253 | $7.39M | 0.02% | −300−0.3% | Reduced |
| Guardian Capital Advisors LP | 113,832 | $7.52M | 0.78% | −12,708−10.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 112,000 | $7.65M | 0.96% | +112,000 | New |
| Simplex Trading, LLC | 112,500 | $7.68M | 0.24% | +52,279+86.8% | Added |
| Mirabella Financial Services LLP | 118,500 | $8.09M | 1.16% | +118,500 | New |
| Strategy Asset Managers LLC | 118,671 | $8.11M | 1.92% | −1,153−1.0% | Reduced |
| Hikari Tsushin, Inc. | 119,021 | $8.13M | 0.75% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 120,000 | $8.20M | 0.29% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 120,991 | $8.26M | 0.11% | +44,744+58.7% | Added |
| Bank of New York Mellon Corp | 122,322 | $8.36M | 0.00% | +15,265+14.3% | Added |
| Walleye Capital LLC | 123,846 | $8.46M | 0.12% | +123,846 | New |
| Commonwealth Equity Services, LLC | 124,666 | $8.52M | 0.02% | +722+0.6% | Added |
| Ovata Capital Management Ltd | 139,909 | $8.70M | 16.19% | −1,366−1.0% | Reduced |
| XY Capital Ltd | 127,566 | $8.71M | 8.88% | +103,134+422.1% | Added |
| QRG Capital Management, Inc. | 129,166 | $8.82M | 0.13% | +7,286+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 130,685 | $8.93M | 0.12% | +25,447+24.2% | Added |
| Kornitzer Capital Management Inc | 133,470 | $9.12M | 0.18% | +300.0% | Added |
| Creative Planning | 137,621 | $9.40M | 0.02% | +27,204+24.6% | Added |
| Greenline Partners, LLC | 138,739 | $9.48M | 1.60% | +1,427+1.0% | Added |
| Nuveen Asset Management, LLC | 147,231 | $10.1M | 0.00% | +141,030+2,274.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 147,246 | $10.1M | 0.01% | −314−0.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 147,246 | $10.1M | 0.10% | −314−0.2% | Reduced |
| Hikari Power Ltd | 147,400 | $10.1M | 0.96% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 160,000 | $10.9M | 0.94% | 00.0% | Unchanged |
| Citigroup Inc | 171,242 | $11.7M | 0.02% | −72,397−29.7% | Reduced |
| Jennison Associates LLC | 181,254 | $12.4M | 0.01% | +181,254 | New |
| Ameriprise Financial Inc | 181,273 | $12.4M | 0.00% | −7,216−3.8% | Reduced |
| Citadel Advisors LLC | 184,652 | $12.6M | 0.01% | −216,781−54.0% | Reduced |
| Captrust Financial Advisors | 198,433 | $13.6M | 0.05% | +12,150+6.5% | Added |
| Two Sigma Advisers, LP | 198,600 | $13.6M | 0.03% | −20,300−9.3% | Reduced |
| Old Mission Capital LLC | 212,887 | $14.5M | 0.41% | −266,251−55.6% | Reduced |
| Townsend & Associates, Inc | 236,437 | $14.7M | 1.84% | +90,105+61.6% | Added |
| Stifel Financial Corp | 226,853 | $15.5M | 0.02% | +19,365+9.3% | Added |
| Violich Capital Management, Inc. | 227,598 | $15.5M | 2.52% | −3,977−1.7% | Reduced |
| Mariner, LLC | 229,248 | $15.7M | 0.04% | +59,025+34.7% | Added |
| South Street Advisors LLC | 234,967 | $16.1M | 3.00% | +685+0.3% | Added |
| Marshall Wace, LLP | 235,645 | $16.1M | 0.03% | +199,245+547.4% | Added |
| National Bank of Canada | 239,923 | $16.3M | 0.03% | +7,267+3.1% | Added |
| Toroso Investments, LLC | 252,857 | $17.3M | 0.41% | −127,653−33.5% | Reduced |
| Tocqueville Asset Management L.P. | 262,875 | $18.0M | 0.33% | −11,660−4.2% | Reduced |
| Vicus Capital | 263,019 | $18.0M | 1.82% | +5,566+2.2% | Added |
| Manufacturers Life Insurance Company, The | 263,771 | $18.0M | 0.01% | +1,157+0.4% | Added |
| US Bancorp | 269,054 | $18.4M | 0.03% | −9,294−3.3% | Reduced |
| Franklin Resources Inc | 274,528 | $18.8M | 0.01% | −10,544−3.7% | Reduced |
| Raymond James & Associates | 279,297 | $19.1M | 0.01% | +14,050+5.3% | Added |
| LPL Financial LLC | 279,735 | $19.1M | 0.01% | −6,390−2.2% | Reduced |
| Cullen Capital Management LLC | 282,443 | $19.3M | 0.29% | +282,443 | New |
| Rockefeller Capital Management L.P. | 297,092 | $20.3M | 0.07% | +784+0.3% | Added |
| HighTower Advisors, LLC | 344,440 | $23.5M | 0.04% | −6,170−1.8% | Reduced |
| Alliancebernstein L.P. | 374,110 | $25.6M | 0.01% | +149,676+66.7% | Added |
| Susquehanna International Group, LLP | 386,420 | $26.4M | 0.04% | +81,913+26.9% | Added |
| Bank of Montreal | 388,013 | $26.8M | 0.01% | −440,070−53.1% | Reduced |
| Gabelli Funds LLC | 403,600 | $27.6M | 0.21% | +4,500+1.1% | Added |
| Price T Rowe Associates Inc | 418,536 | $28.6M | 0.00% | +2,438+0.6% | Added |
| Perpetual Ltd | 431,209 | $29.5M | 0.30% | −90,100−17.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 431,209 | $29.5M | 0.48% | −90,100−17.3% | Reduced |
| CI Private Wealth, LLC | 442,462 | $30.2M | 0.06% | −26,181−5.6% | Reduced |
| Natixis Advisors, L.P. | 444,702 | $30.4M | 0.08% | +249,991+128.4% | Added |
| Moran Wealth Management, LLC | 449,667 | $30.7M | 1.09% | +42,021+10.3% | Added |
| Willis Investment Counsel | 466,201 | $31.8M | 2.24% | −1,075−0.2% | Reduced |
| American Century Companies Inc | 474,877 | $32.4M | 0.02% | +41,700+9.6% | Added |
| Capital International Investors | 531,803 | $36.5M | 0.01% | +20,278+4.0% | Added |
| JPMorgan Chase & Co | 549,013 | $37.5M | 0.00% | +138,825+33.8% | Added |
| UBS Group AG | 598,098 | $40.9M | 0.02% | +126,348+26.8% | Added |
| Pacer Advisors, Inc. | 600,114 | $41.0M | 0.12% | −246,343−29.1% | Reduced |
| CIBC Private Wealth Group, LLC | 942,001 | $50.6M | 0.11% | +420,550+80.6% | Added |
| Envestnet Asset Management Inc | 744,529 | $50.9M | 0.02% | +74,614+11.1% | Added |
| Lord, Abbett & Co. LLC | 818,363 | $55.9M | 0.20% | +818,363 | New |
| Jane Street Group, LLC | 823,519 | $56.3M | 0.07% | +89,650+12.2% | Added |
| Wells Fargo & Company | 836,692 | $57.2M | 0.02% | −33,915−3.9% | Reduced |
| LMR Partners LLP | 901,947 | $61.6M | 1.55% | +901,947 | New |
| Westwood Global Investments, LLC | 1,154,297 | $78.9M | 3.49% | +155,425+15.6% | Added |
| SIH Partners, LLLP | 1,295,850 | $88.5M | 70.67% | +1,295,850 | New |
| State Farm Mutual Automobile Insurance Co | 1,348,932 | $92.1M | 0.09% | 00.0% | Unchanged |
| FMR LLC | 1,461,155 | $99.8M | 0.01% | +238,146+19.5% | Added |
| Royal Bank of Canada | 1,506,870 | $102.9M | 0.03% | +49,892+3.4% | Added |
| Northern Trust Corp | 1,572,579 | $107.4M | 0.02% | +64,715+4.3% | Added |
| Neuberger Berman Group LLC | 2,488,568 | $170.0M | 0.15% | +1,441,404+137.6% | Added |
| Goldman Sachs Group Inc | 2,514,156 | $171.7M | 0.04% | +190,260+8.2% | Added |
| Bank of America Corp | 2,612,592 | $178.5M | 0.02% | +188,070+7.8% | Added |
| BlackRock Inc. | 2,630,652 | $179.7M | 0.00% | +94,796+3.7% | Added |
| Norges Bank | 2,808,334 | $191.8M | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,389,504 | $299.8M | 0.06% | +1,395,940+46.6% | Added |
| Dimensional Fund Advisors LP | 4,430,056 | $302.6M | 0.09% | +168,875+4.0% | Added |
| Morgan Stanley | 4,834,038 | $330.2M | 0.03% | +138,475+2.9% | Added |