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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 24,582 | $1.68M | 0.00% | +954+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 23,963 | $1.64M | 0.02% | +2,776+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 23,851 | $1.63M | 0.00% | −4,703−16.5% | Reduced |
| D.B. Root & Company, LLC | 23,513 | $1.61M | 0.58% | −178−0.8% | Reduced |
| Sprott Inc. | 23,343 | $1.59M | 0.14% | −1,462−5.9% | Reduced |
| Axq Capital, LP | 23,300 | $1.59M | 0.42% | +18,000+339.6% | Added |
| Altman Advisors, Inc. | 23,267 | $1.59M | 0.83% | +487+2.1% | Added |
| Wintrust Investments LLC | 22,755 | $1.55M | 0.15% | −750−3.2% | Reduced |
| King Luther Capital Management Corp | 22,611 | $1.54M | 0.01% | +1,581+7.5% | Added |
| Northwest Bancshares, Inc. | 22,399 | $1.53M | 0.28% | −753−3.3% | Reduced |
| Oppenheimer & Co Inc | 22,040 | $1.51M | 0.03% | −1,163−5.0% | Reduced |
| Brinker Capital Investments, LLC | 22,617 | $1.49M | 0.02% | +1,646+7.8% | Added |
| Orion Portfolio Solutions, LLC | 22,617 | $1.49M | 0.02% | +1,646+7.8% | Added |
| Cubist Systematic Strategies, LLC | 21,145 | $1.44M | 0.02% | +21,145 | New |
| Greenleaf Trust | 21,131 | $1.44M | 0.02% | +296+1.4% | Added |
| Atria Investments LLC | 20,940 | $1.43M | 0.02% | +3,220+18.2% | Added |
| Checchi Capital Advisers, LLC | 20,556 | $1.40M | 0.11% | +1,744+9.3% | Added |
| Alaethes Wealth LLC | 20,326 | $1.39M | 0.66% | +422+2.1% | Added |
| Park Avenue Securities LLC | 20,143 | $1.38M | 0.02% | +3,745+22.8% | Added |
| Quadrant Capital Group LLC | 20,014 | $1.37M | 0.12% | +2,741+15.9% | Added |
| Castellan Group, LLC | 19,720 | $1.35M | 0.84% | −3,235−14.1% | Reduced |
| Narwhal Capital Management | 19,450 | $1.33M | 0.15% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 19,052 | $1.30M | 0.50% | −2,091−9.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 18,950 | $1.29M | 0.10% | +182+1.0% | Added |
| Rhumbline Advisers | 18,919 | $1.29M | 0.00% | +176+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,838 | $1.29M | 0.00% | −7,433−28.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,815 | $1.29M | 0.02% | +1,875+11.1% | Added |
| Guggenheim Capital LLC | 18,547 | $1.27M | 0.01% | −1,257−6.3% | Reduced |
| Avantax Advisory Services, Inc. | 18,463 | $1.26M | 0.01% | +1,515+8.9% | Added |
| Ativo Capital Management LLC | 18,327 | $1.25M | 1.34% | −201−1.1% | Reduced |
| Royal Fund Management, LLC | 18,323 | $1.25M | 0.16% | +669+3.8% | Added |
| BNP Paribas Arbitrage, SA | 18,035 | $1.23M | 0.00% | −67,104−78.8% | Reduced |
| Chesley Taft & Associates LLC | 17,925 | $1.22M | 0.07% | −1,478−7.6% | Reduced |
| Norris Financial Group, LLC | 17,886 | $1.22M | 0.74% | −4,890−21.5% | Reduced |
| 180 Wealth Advisors, LLC | 17,886 | $1.21M | 0.24% | +23+0.1% | Added |
| Sage Rhino Capital LLC | 17,690 | $1.21M | 0.31% | +15+0.1% | Added |
| Norway Savings Bank | 17,115 | $1.17M | 0.52% | +595+3.6% | Added |
| Regions Financial Corp | 17,072 | $1.17M | 0.01% | +1,731+11.3% | Added |
| Fairfield, Bush & Co. | 17,071 | $1.17M | 0.68% | −400−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 16,749 | $1.14M | 0.16% | +8,427+101.3% | Added |
| Atria Wealth Solutions, Inc. | 16,553 | $1.13M | 0.01% | −516−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,445 | $1.12M | 0.01% | +12,892+362.8% | Added |
| Donoghue Forlines LLC | 16,442 | $1.12M | 0.35% | −45−0.3% | Reduced |
| Strategic Planning Group, LLC | 16,381 | $1.12M | 0.37% | +16,381 | New |
| 1832 Asset Management L.P. | 16,300 | $1.11M | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,287 | $1.11M | 0.24% | +384+2.4% | Added |
| M&T Bank Corp | 16,254 | $1.11M | 0.00% | +181+1.1% | Added |
| Jackson Square Capital, LLC | 16,222 | $1.11M | 0.36% | +5,312+48.7% | Added |
| SeaCrest Wealth Management, LLC | 16,766 | $1.11M | 0.14% | +101+0.6% | Added |
| Profund Advisors LLC | 16,192 | $1.11M | 0.05% | −1,243−7.1% | Reduced |
| IMC-Chicago, LLC | 16,188 | $1.11M | 0.04% | +1,651+11.4% | Added |
| Mesirow Financial Investment Management, Inc. | 16,037 | $1.10M | 0.04% | +16,037 | New |
| Quantbot Technologies LP | 16,034 | $1.10M | 0.06% | +16,034 | New |
| Schechter Investment Advisors, LLC | 15,963 | $1.09M | 0.09% | +880+5.8% | Added |
| Evergreen Capital Management LLC | 15,750 | $1.08M | 0.04% | +476+3.1% | Added |
| Parsons Capital Management Inc | 15,690 | $1.07M | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,686 | $1.07M | 0.02% | −1,092−6.5% | Reduced |
| Brown Advisory Inc | 15,661 | $1.07M | 0.00% | +720+4.8% | Added |
| Strong Tower Advisory Services | 15,649 | $1.07M | 0.47% | +2,064+15.2% | Added |
| JT Stratford LLC | 15,415 | $1.05M | 0.24% | −1,943−11.2% | Reduced |
| XML Financial, LLC | 15,256 | $1.04M | 0.11% | +556+3.8% | Added |
| Kempner Capital Management Inc. | 15,121 | $1.03M | 0.58% | −40.0% | Reduced |
| CAPROCK Group, Inc. | 14,714 | $1.01M | 0.06% | +3,806+34.9% | Added |
| Mork Capital Management, LLC | 14,620 | $998.7K | 0.61% | +14,620 | New |
| Johnson Investment Counsel Inc | 14,320 | $978.2K | 0.01% | −1,061−6.9% | Reduced |
| Atomi Financial Group, Inc. | 14,087 | $962.3K | 0.13% | +14,087 | New |
| Flagship Harbor Advisors, LLC | 14,035 | $958.7K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 13,978 | $954.8K | 0.00% | +2,341+20.1% | Added |
| Bailard, Inc. | 13,923 | $951.1K | 0.03% | −15−0.1% | Reduced |
| Strategic Global Advisors, LLC | 13,884 | $948.4K | 0.22% | −324−2.3% | Reduced |
| Veracity Capital LLC | 13,883 | $948.4K | 0.38% | +4,569+49.1% | Added |
| Raelipskie Partnership | 13,830 | $944.7K | 0.58% | +13,830 | New |
| Scotia Capital Inc. | 13,732 | $938.0K | 0.01% | +1,360+11.0% | Added |
| SevenBridge Financial Group, LLC | 13,620 | $930.4K | 0.22% | +725+5.6% | Added |
| Gleason Group, Inc. | 13,493 | $921.7K | 0.21% | +374+2.9% | Added |
| Freestone Capital Holdings, LLC | 13,363 | $912.8K | 0.04% | −238−1.7% | Reduced |
| Glenmede Trust Co NA | 13,212 | $902.5K | 0.00% | +2,756+26.4% | Added |
| Choate Investment Advisors | 13,119 | $896.2K | 0.03% | −2,218−14.5% | Reduced |
| Boston Private Wealth LLC | 13,040 | $890.8K | 0.02% | +170+1.3% | Added |
| WealthTrust Axiom LLC | 13,023 | $889.6K | 0.30% | −222−1.7% | Reduced |
| Marks Group Wealth Management, Inc | 12,921 | $882.6K | 0.10% | −497−3.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,795 | $874.1K | 0.03% | +549+4.5% | Added |
| Prudential Financial Inc | 12,768 | $872.2K | 0.00% | +156+1.2% | Added |
| Requisite Capital Management, LLC | 12,674 | $865.8K | 0.22% | +2,005+18.8% | Added |
| Prospera Financial Services Inc | 12,627 | $862.5K | 0.03% | +282+2.3% | Added |
| Fca Corp | 12,577 | $859.1K | 0.30% | +6,188+96.9% | Added |
| Schonfeld Strategic Advisors LLC | 12,520 | $855.2K | 0.01% | +12,520 | New |
| GSB Wealth Management, LLC | 12,499 | $853.8K | 0.26% | +110+0.9% | Added |
| Albert D Mason Inc | 12,403 | $847.0K | 0.56% | −50−0.4% | Reduced |
| Capital Wealth Planning, LLC | 12,356 | $844.0K | 0.01% | −1,594−11.4% | Reduced |
| Penserra Capital Management LLC | 12,356 | $844.0K | 0.02% | −1,594−11.4% | Reduced |
| Emfo, LLC | 12,320 | $841.6K | 0.78% | −53,084−81.2% | Reduced |
| Blair William & Co | 12,265 | $837.8K | 0.00% | +760+6.6% | Added |
| Argent Trust Co | 12,127 | $828.4K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 12,086 | $825.6K | 0.07% | −887−6.8% | Reduced |
| Parallel Advisors, LLC | 11,937 | $815.4K | 0.02% | +1,730+16.9% | Added |
| Apollon Wealth Management, LLC | 11,851 | $809.6K | 0.03% | −8−0.1% | Reduced |
| Aquatic Capital Management LLC | 11,800 | $806.0K | 0.02% | −1,900−13.9% | Reduced |
| Bristlecone Advisors, LLC | 11,546 | $788.7K | 0.08% | +4,352+60.5% | Added |
| Point72 Asset Management, L.P. | 11,300 | $771.9K | 0.00% | −123,100−91.6% | Reduced |