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 |
|---|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 12,600 | $761.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,082 | $757.0K | 0.03% | −470−4.1% | Reduced |
| Louisbourg Investments Inc. | 11,080 | $756.9K | 0.23% | +11,080 | New |
| Advisory Services Network, LLC | 11,022 | $752.9K | 0.02% | −13,743−55.5% | Reduced |
| Wedbush Securities Inc | 10,956 | $748.0K | 0.03% | −327−2.9% | Reduced |
| Garner Asset Management Corp | 12,444 | $746.2K | 0.38% | +12,444 | New |
| Private Advisor Group, LLC | 10,901 | $744.6K | 0.01% | +137+1.3% | Added |
| Deutsche Bank AG | 10,890 | $743.9K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 10,867 | $742.4K | 0.04% | −3,329−23.5% | Reduced |
| Cetera Investment Advisers | 10,857 | $741.6K | 0.01% | −2,248−17.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,640 | $726.8K | 0.00% | +2,342+28.2% | Added |
| Legal Advantage Investments, Inc. | 10,611 | $724.9K | 0.44% | −580−5.2% | Reduced |
| Invst, LLC | 11,994 | $723.6K | 0.09% | +64+0.5% | Added |
| Whittier Trust Co | 10,531 | $719.4K | 0.01% | −1,300−11.0% | Reduced |
| Kingsview Wealth Management, LLC | 10,525 | $719.0K | 0.02% | +39+0.4% | Added |
| State Street Corp | 10,224 | $698.4K | 0.00% | 00.0% | Unchanged |
| RNC Capital Management LLC | 10,084 | $688.8K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,044 | $686.1K | 0.05% | +10,044 | New |
| Highline Wealth Partners LLC | 10,000 | $683.1K | 0.33% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 9,925 | $678.0K | 0.02% | +275+2.8% | Added |
| Inspire Advisors, LLC | 9,847 | $672.7K | 0.10% | +1,841+23.0% | Added |
| Invictus Private Wealth, LLC | 9,710 | $663.3K | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 9,663 | $660.0K | 0.03% | +9,663 | New |
| McKinley Capital Management LLC /Delaware | 9,613 | $656.7K | 0.08% | +184+2.0% | Added |
| Pekin Hardy Strauss, Inc. | 9,503 | $649.1K | 0.10% | −1,200−11.2% | Reduced |
| Ieq Capital, LLC | 9,367 | $639.9K | 0.01% | +2,449+35.4% | Added |
| Paradiem, LLC | 9,276 | $633.6K | 0.18% | −13,839−59.9% | Reduced |
| Cetera Advisors LLC | 9,152 | $625.1K | 0.01% | −194−2.1% | Reduced |
| Fractal Investments LLC | 9,000 | $614.8K | 0.13% | −30,327−77.1% | Reduced |
| Cadence Wealth Management LLC | 8,998 | $614.7K | 0.48% | +1,111+14.1% | Added |
| Federation des caisses Desjardins du Quebec | 8,927 | $609.8K | 0.01% | −417−4.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,923 | $609.5K | 0.02% | −10.0% | Reduced |
| Highlander Capital Management, LLC | 8,900 | $608.0K | 0.22% | −375−4.0% | Reduced |
| Archford Capital Strategies, LLC | 8,897 | $607.7K | 0.11% | +965+12.2% | Added |
| Essex Savings Bank | 8,804 | $601.4K | 0.17% | +1,179+15.5% | Added |
| Baker Avenue Asset Management, LP | 8,793 | $600.6K | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 8,778 | $599.6K | 0.12% | −339−3.7% | Reduced |
| Teamwork Financial Advisors, LLC | 8,514 | $581.6K | 0.10% | +210+2.5% | Added |
| Range Financial Group LLC | 8,486 | $579.7K | 0.35% | +8,486 | New |
| HSBC Holdings PLC | 8,457 | $577.5K | 0.00% | −3,485−29.2% | Reduced |
| Intrust Bank NA | 8,394 | $573.4K | 0.07% | +2,552+43.7% | Added |
| American Trust Investment Advisors, LLC | 8,369 | $571.7K | 0.30% | +360+4.5% | Added |
| Valeo Financial Advisors, LLC | 8,295 | $566.6K | 0.02% | +1,776+27.2% | Added |
| Hexagon Capital Partners LLC | 8,291 | $566.4K | 0.14% | +1,044+14.4% | Added |
| West Family Investments, Inc. | 8,286 | $566.0K | 0.19% | +459+5.9% | Added |
| Benedict Financial Advisors Inc | 8,284 | $565.9K | 0.15% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 8,196 | $559.9K | 0.05% | −3,428−29.5% | Reduced |
| Breakwater Capital Group | 9,309 | $559.7K | 0.16% | +853+10.1% | Added |
| MAI Capital Management | 8,165 | $557.8K | 0.01% | +1,866+29.6% | Added |
| Ballentine Partners, LLC | 8,007 | $547.0K | 0.01% | +3,955+97.6% | Added |
| Basepoint Wealth LLC | 8,000 | $546.5K | 0.44% | −4,737−37.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,850 | $536.2K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,819 | $534.1K | 0.10% | +3,420+77.7% | Added |
| Mission Wealth Management, LP | 7,812 | $533.6K | 0.02% | +328+4.4% | Added |
| Perigon Wealth Management, LLC | 7,787 | $531.9K | 0.02% | +725+10.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,783 | $531.7K | 0.05% | +7,783 | New |
| Cadinha & Co LLC | 7,765 | $530.4K | 0.08% | −30−0.4% | Reduced |
| Optiver Holding B.V. | 7,754 | $529.7K | 0.02% | −611,442−98.7% | Reduced |
| Leonteq Securities AG | 7,716 | $527.1K | 0.07% | +2,668+52.9% | Added |
| Pinnacle West Asset Management, Inc. | 7,700 | $526.0K | 0.45% | +300+4.1% | Added |
| Jackson Hole Capital Partners, LLC | 7,657 | $523.0K | 0.13% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7,621 | $520.6K | 0.16% | +7,621 | New |
| CWM, LLC | 7,518 | $514.0K | 0.00% | +830+12.4% | Added |
| Essex Financial Services, Inc. | 7,522 | $513.8K | 0.05% | −12,208−61.9% | Reduced |
| Venturi Wealth Management, LLC | 7,507 | $512.8K | 0.04% | +1,556+26.1% | Added |
| Avidian Wealth Solutions, LLC | 7,442 | $508.4K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 7,410 | $506.2K | 0.01% | −1,650−18.2% | Reduced |
| Axxcess Wealth Management, LLC | 7,406 | $505.9K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 7,376 | $503.9K | 0.01% | +7,376 | New |
| Confluence Investment Management LLC | 7,318 | $499.9K | 0.01% | +587+8.7% | Added |
| Chicago Partners Investment Group LLC | 8,037 | $499.7K | 0.02% | −10.0% | Reduced |
| 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 |
| Kingswood Wealth Advisors, LLC | 7,269 | $496.5K | 0.06% | +2,820+63.4% | Added |
| Rathbone Brothers plc | 7,119 | $489.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,144 | $488.0K | 0.08% | +14+0.2% | Added |
| Straight Path Wealth Management | 7,050 | $481.6K | 0.28% | +50+0.7% | Added |
| TruWealth Advisors, LLC | 6,894 | $470.9K | 0.04% | +477+7.4% | Added |
| Spire Wealth Management | 7,715 | $467.0K | 0.02% | −501−6.1% | Reduced |
| Gallacher Capital Management LLC | 6,823 | $466.1K | 0.26% | −261−3.7% | Reduced |
| International Assets Investment Management, LLC | 6,804 | $464.8K | 0.06% | −207−3.0% | Reduced |
| Voya Investment Management LLC | 6,795 | $464.2K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 6,765 | $462.1K | 0.11% | −573−7.8% | Reduced |
| Cozad Asset Management Inc | 6,727 | $459.5K | 0.05% | +1,875+38.6% | Added |
| Ethic Inc. | 6,711 | $458.4K | 0.01% | +1,301+24.0% | Added |
| Qtron Investments LLC | 6,659 | $454.9K | 0.07% | +22+0.3% | Added |
| Institutional & Family Asset Management, LLC | 6,658 | $454.8K | 0.08% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 6,640 | $453.6K | 0.24% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,628 | $452.8K | 0.02% | +181+2.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,325 | $448.5K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 6,540 | $446.7K | 0.23% | +6,540 | New |
| Biltmore Family Office, LLC | 6,497 | $443.8K | 0.09% | −66−1.0% | Reduced |
| Callan Capital, LLC | 6,496 | $443.7K | 0.04% | +6,496 | New |
| PDS Planning, Inc | 6,445 | $440.3K | 0.05% | +51+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,269 | $428.3K | 0.03% | −174−2.7% | Reduced |
| Kovack Advisors, Inc. | 6,258 | $427.5K | 0.05% | −728−10.4% | Reduced |
| MRP Capital Investments, LLC | 6,096 | $416.4K | 0.45% | −11,445−65.2% | Reduced |
| Stephenson National Bank & Trust | 6,009 | $410.5K | 0.20% | +127+2.2% | Added |
| Touchstone Capital, Inc. | 5,997 | $409.7K | 0.39% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 5,937 | $405.6K | 0.17% | −57−1.0% | Reduced |