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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 84,623 | $5.78M | 0.02% | −3,728−4.2% | Reduced |
| Stonebridge Capital Advisors LLC | 83,391 | $5.70M | 0.57% | −2,756−3.2% | Reduced |
| SEI Investments Co | 82,802 | $5.66M | 0.01% | +17,420+26.6% | Added |
| Palogic Value Management, L.P. | 82,295 | $5.62M | 2.49% | +587+0.7% | Added |
| Charles Schwab Investment Management Inc | 81,119 | $5.54M | 0.00% | +27,945+52.6% | Added |
| LSV Asset Management | 79,100 | $5.40M | 0.01% | −2,600−3.2% | Reduced |
| Winmill & Co. Inc | 77,400 | $5.29M | 1.69% | 00.0% | Unchanged |
| Amundi | 81,096 | $5.24M | 0.00% | −11,565−12.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 76,581 | $5.23M | 0.98% | +152+0.2% | Added |
| The PNC Financial Services Group, Inc. | 75,353 | $5.15M | 0.00% | −2,442−3.1% | Reduced |
| Earnest Partners LLC | 74,670 | $5.10M | 0.03% | +3,337+4.7% | Added |
| Balyasny Asset Management LLC | 72,542 | $4.96M | 0.01% | −284,820−79.7% | Reduced |
| Hourglass Capital, LLC | 69,918 | $4.78M | 1.54% | +1,565+2.3% | Added |
| Advisors Asset Management, Inc. | 69,131 | $4.72M | 0.10% | −15,465−18.3% | Reduced |
| Cresset Asset Management, LLC | 68,070 | $4.65M | 0.03% | −1,039−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 66,447 | $4.54M | 0.01% | −5,247−7.3% | Reduced |
| Crestline Management, LP | 66,435 | $4.54M | 0.42% | +66,435 | New |
| Shorepath Capital Management LLC | 63,743 | $4.35M | 3.86% | +63,743 | New |
| Petredis Investment Advisors LLC | 63,459 | $4.33M | 0.57% | −1,884−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 62,751 | $4.29M | 0.02% | −965−1.5% | Reduced |
| Lyell Wealth Management, LP | 59,761 | $4.08M | 0.46% | +3,882+6.9% | Added |
| MML Investors Services, LLC | 59,663 | $4.08M | 0.02% | +20,901+53.9% | Added |
| GTS Securities LLC | 57,468 | $3.93M | 0.08% | +57,468 | New |
| JustInvest LLC | 57,422 | $3.92M | 0.10% | +19,420+51.1% | Added |
| Fifth Third Bancorp | 56,085 | $3.83M | 0.02% | −1,882−3.2% | Reduced |
| Nichols & Pratt Advisers LLP | 56,019 | $3.83M | 0.27% | +175+0.3% | Added |
| Balentine LLC | 55,876 | $3.82M | 0.12% | +14,104+33.8% | Added |
| Buckingham Strategic Wealth, LLC | 54,160 | $3.70M | 0.04% | −26,057−32.5% | Reduced |
| Sit Investment Associates Inc | 52,985 | $3.62M | 0.09% | −140−0.3% | Reduced |
| Wetherby Asset Management Inc | 51,583 | $3.52M | 0.18% | +4,091+8.6% | Added |
| NewEdge Wealth, LLC | 51,515 | $3.52M | 0.09% | +15,624+43.5% | Added |
| Ingalls & Snyder LLC | 51,111 | $3.49M | 0.16% | +2,930+6.1% | Added |
| South State Corp. | 50,943 | $3.48M | 0.30% | +13,334+35.5% | Added |
| TD Asset Management Inc | 50,539 | $3.45M | 0.00% | +6,639+15.1% | Added |
| Sequoia Financial Advisors, LLC | 50,075 | $3.42M | 0.04% | +25,670+105.2% | Added |
| Pictet North America Advisors SA | 50,000 | $3.42M | 0.44% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 49,724 | $3.40M | 0.74% | −128,873−72.2% | Reduced |
| Beacon Pointe Advisors, LLC | 49,532 | $3.38M | 0.04% | −3,368−6.4% | Reduced |
| Panagora Asset Management Inc | 49,036 | $3.35M | 0.02% | +7,651+18.5% | Added |
| Janney Montgomery Scott LLC | 49,004 | $3.35M | 0.01% | +1,105+2.3% | Added |
| Naviter Wealth, LLC | 48,853 | $3.34M | 0.67% | +10,180+26.3% | Added |
| Empire Life Investments Inc. | 48,738 | $3.33M | 0.21% | +1,210+2.5% | Added |
| Putnam Investments LLC | 48,706 | $3.33M | 0.00% | +7,565+18.4% | Added |
| Associated Banc-Corp | 48,527 | $3.31M | 0.12% | +2,391+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,547 | $3.25M | 0.19% | −1,639−3.3% | Reduced |
| Cohen Investment Advisors LLC | 46,320 | $3.16M | 2.33% | −127−0.3% | Reduced |
| Bridge Creek Capital Management LLC | 46,314 | $3.16M | 1.10% | +348+0.8% | Added |
| Kestra Advisory Services, LLC | 45,594 | $3.11M | 0.03% | −546−1.2% | Reduced |
| Marco Investment Management LLC | 45,564 | $3.11M | 0.32% | −300−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,111 | $3.08M | 0.29% | +45,111 | New |
| Yousif Capital Management, LLC | 44,596 | $3.05M | 0.04% | +2,940+7.1% | Added |
| Baird Financial Group, Inc. | 44,448 | $3.04M | 0.01% | −30,430−40.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 43,404 | $2.96M | 1.98% | −726−1.6% | Reduced |
| Susquehanna International Securities, Ltd. | 43,183 | $2.95M | 2.14% | −100,312−69.9% | Reduced |
| Syon Capital LLC | 43,024 | $2.94M | 0.30% | +5,279+14.0% | Added |
| Security National Bank | 42,082 | $2.87M | 0.65% | −2,315−5.2% | Reduced |
| Keybank National Association | 41,637 | $2.84M | 0.01% | +1,615+4.0% | Added |
| Signaturefd, LLC | 41,091 | $2.81M | 0.06% | +11,273+37.8% | Added |
| Wambolt & Associates, LLC | 40,965 | $2.80M | 0.91% | +4,528+12.4% | Added |
| Davenport & Co LLC | 40,738 | $2.78M | 0.02% | −3,151−7.2% | Reduced |
| D.A. Davidson & Co. | 40,705 | $2.78M | 0.03% | −292−0.7% | Reduced |
| Lockheed Martin Investment Management Co | 40,500 | $2.77M | 0.20% | +40,500 | New |
| Canal Insurance CO | 40,000 | $2.73M | 0.76% | 00.0% | Unchanged |
| Meritage Portfolio Management | 39,851 | $2.72M | 0.18% | −160,375−80.1% | Reduced |
| Financial Sense Advisors, Inc. | 39,517 | $2.70M | 1.02% | −3,444−8.0% | Reduced |
| Umb Bank N A | 39,153 | $2.67M | 0.04% | −1,299−3.2% | Reduced |
| Navellier & Associates Inc | 38,995 | $2.66M | 0.40% | −815−2.0% | Reduced |
| Pathstone Holdings, LLC | 38,592 | $2.64M | 0.01% | +38,592 | New |
| Quantitative Investment Management, LLC | 38,491 | $2.63M | 0.15% | +38,491 | New |
| Segantii Capital Management Ltd | 37,898 | $2.61M | 0.15% | −49,102−56.4% | Reduced |
| Moors & Cabot, Inc. | 38,158 | $2.61M | 0.16% | −1,927−4.8% | Reduced |
| GWM Advisors LLC | 39,967 | $2.56M | 0.02% | −2,847−6.6% | Reduced |
| Ritholtz Wealth Management | 37,185 | $2.54M | 0.10% | +6,926+22.9% | Added |
| Bayesian Capital Management, LP | 36,640 | $2.50M | 0.27% | +19,378+112.3% | Added |
| Veriti Management LLC | 36,256 | $2.48M | 0.22% | +1,485+4.3% | Added |
| Vident Advisory, LLC | 34,535 | $2.36M | 0.06% | +2,924+9.2% | Added |
| Simmons Bank | 34,462 | $2.35M | 0.19% | +2,807+8.9% | Added |
| Stonegate Investment Group, LLC | 34,364 | $2.35M | 0.08% | −526−1.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 33,679 | $2.30M | 0.75% | +255+0.8% | Added |
| Desjardins Global Asset Management Inc. | 32,888 | $2.25M | 0.24% | +32,888 | New |
| Bollard Group LLC | 32,455 | $2.22M | 0.08% | −70−0.2% | Reduced |
| Bessemer Group Inc | 31,131 | $2.13M | 0.00% | +2,324+8.1% | Added |
| Recurrent Investment Advisors LLC | 30,599 | $2.09M | 0.31% | −3,392−10.0% | Reduced |
| SG Americas Securities, LLC | 30,581 | $2.09M | 0.02% | +2,047+7.2% | Added |
| Saturna Capital CORP | 30,333 | $2.07M | 0.03% | −147−0.5% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 30,144 | $2.06M | 1.12% | +71+0.2% | Added |
| Peapack Gladstone Financial Corp | 30,119 | $2.06M | 0.03% | +62+0.2% | Added |
| Cetera Advisor Networks LLC | 30,012 | $2.05M | 0.01% | +138+0.5% | Added |
| Pitcairn Co | 29,730 | $2.03M | 0.15% | +11,560+63.6% | Added |
| Forum Financial Management, LP | 29,217 | $2.00M | 0.04% | −182−0.6% | Reduced |
| Rossmore Private Capital | 28,830 | $1.97M | 0.28% | −85−0.3% | Reduced |
| Mitchell Capital Management Co | 28,602 | $1.95M | 0.41% | −1,636−5.4% | Reduced |
| Montgomery Investment Management Inc | 28,031 | $1.91M | 0.59% | 00.0% | Unchanged |
| Macquarie Group Ltd | 27,767 | $1.90M | 0.00% | 00.0% | Unchanged |
| TLS Advisors LLC | 27,660 | $1.89M | 6.27% | +9,220+50.0% | Added |
| Highland Capital Management, LLC | 27,313 | $1.87M | 0.12% | +27,313 | New |
| Fiduciary Trust Co | 26,032 | $1.78M | 0.03% | −8,438−24.5% | Reduced |
| Jeppson Wealth Management, LLC | 25,407 | $1.74M | 0.72% | +73+0.3% | Added |
| Shepherd Financial Partners LLC | 24,941 | $1.70M | 0.24% | −40.0% | Reduced |
| AE Wealth Management LLC | 27,317 | $1.69M | 0.01% | +4,177+18.1% | Added |