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 |
|---|---|---|---|---|---|
| Central Trust Co | 5,899 | $403.0K | 0.01% | −3,549−37.6% | Reduced |
| First Financial Corp | 5,858 | $400.1K | 0.20% | +363+6.6% | Added |
| Stamos Capital Partners, L.P. | 5,850 | $399.6K | 0.11% | −8,700−59.8% | Reduced |
| Synovus Financial Corp | 5,842 | $399.2K | 0.01% | +870+17.5% | Added |
| Pacifica Partners Inc. | 6,499 | $396.6K | 0.20% | +125+2.0% | Added |
| New York State Common Retirement Fund | 5,700 | $389.4K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,672 | $387.5K | 0.01% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 5,671 | $387.4K | 0.27% | −954−14.4% | Reduced |
| IHT Wealth Management, LLC | 5,590 | $381.8K | 0.02% | −710−11.3% | Reduced |
| Two Sigma Securities, LLC | 5,549 | $379.1K | 0.02% | +5,549 | New |
| Grey Street Capital, LLC | 5,547 | $378.9K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,541 | $378.5K | 0.01% | +165+3.1% | Added |
| LGT Group Foundation | 5,485 | $376.4K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,461 | $373.1K | 0.01% | −150−2.7% | Reduced |
| Sawtooth Solutions, LLC | 5,447 | $372.1K | 0.01% | −164−2.9% | Reduced |
| Ameritas Advisory Services, LLC | 5,983 | $368.6K | 0.02% | +884+17.3% | Added |
| Pathway Financial Advisers, LLC | 5,357 | $365.9K | 0.14% | −132−2.4% | Reduced |
| Aaron Wealth Advisors | 5,147 | $351.6K | 0.06% | +1,253+32.2% | Added |
| Aspen Wealth Strategies, LLC | 5,144 | $351.4K | 0.26% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,042 | $344.4K | 0.02% | +320+6.8% | Added |
| Lindbrook Capital, LLC | 5,034 | $343.9K | 0.03% | +1,445+40.3% | Added |
| Traveka Wealth, LLC | 5,027 | $343.4K | 0.17% | +5,027 | New |
| Stratos Wealth Partners, LTD. | 5,021 | $343.0K | 0.01% | +297+6.3% | Added |
| Renasant Bank | 5,020 | $342.9K | 0.27% | +144+3.0% | Added |
| Timber Creek Capital Management LLC | 5,000 | $341.6K | 0.12% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,995 | $341.2K | 0.24% | +4,995 | New |
| Warren Averett Asset Management, LLC | 4,989 | $340.8K | 0.01% | +766+18.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,980 | $340.0K | 0.01% | +1,215+32.3% | Added |
| Fulcrum Equity Management | 4,965 | $339.2K | 0.42% | +114+2.4% | Added |
| Thornburg Investment Management Inc | 4,885 | $333.7K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,858 | $332.0K | 0.03% | +74+1.5% | Added |
| Successful Portfolios LLC | 4,846 | $331.1K | 0.25% | −19−0.4% | Reduced |
| Naples Global Advisors, LLC | 4,837 | $330.4K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,803 | $328.0K | 0.02% | +500+11.6% | Added |
| Lincoln National Corp | 4,795 | $327.6K | 0.01% | −4,414−47.9% | Reduced |
| Sivia Capital Partners, LLC | 4,742 | $323.9K | 0.25% | +4,742 | New |
| J.W. Cole Advisors, Inc. | 4,736 | $323.5K | 0.02% | +879+22.8% | Added |
| Welch & Forbes LLC | 4,715 | $322.1K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,700 | $321.1K | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $321.1K | 0.23% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,595 | $313.9K | 0.01% | +1,050+29.6% | Added |
| Redwood Wealth Management Group, LLC | 4,484 | $306.3K | 0.34% | +450+11.2% | Added |
| Raymond James Trust N.A. | 4,474 | $305.6K | 0.01% | −61−1.3% | Reduced |
| Noesis Capital Mangement Corp | 4,395 | $300.2K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,393 | $300.0K | 0.05% | +616+16.3% | Added |
| Adviser Investments LLC | 4,350 | $297.1K | 0.00% | +4,350 | New |
| Epoch Investment Partners, Inc. | 4,347 | $296.9K | 0.00% | +4,347 | New |
| MAS Advisors LLC | 4,294 | $293.3K | 0.38% | −513−10.7% | Reduced |
| Klingman & Associates, LLC | 4,289 | $293.0K | 0.02% | −57−1.3% | Reduced |
| Bokf, NA | 4,270 | $291.7K | 0.01% | −10.0% | Reduced |
| Baron Wealth Management LLC | 4,267 | $291.5K | 0.16% | +452+11.8% | Added |
| Wesbanco Bank Inc | 4,265 | $291.3K | 0.02% | −173−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,256 | $290.7K | 0.01% | +159+3.9% | Added |
| Wolverine Trading, LLC | 4,215 | $287.9K | 0.00% | −13,418−76.1% | Reduced |
| Principal Securities, Inc. | 4,208 | $287.4K | 0.01% | +4,208 | New |
| Community Bank, N.A. | 4,200 | $286.9K | 0.04% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,150 | $283.5K | 0.06% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,140 | $282.8K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,098 | $279.9K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,095 | $279.7K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,058 | $277.2K | 0.00% | −797−16.4% | Reduced |
| Seven Mile Advisory | 4,057 | $277.1K | 0.24% | +319+8.5% | Added |
| NWF Advisory Services Inc. | 4,047 | $276.4K | 0.06% | +4,047 | New |
| First National Bank of Hutchinson | 4,038 | $275.8K | 0.20% | −1,508−27.2% | Reduced |
| Savant Capital, LLC | 4,032 | $275.4K | 0.00% | +4,032 | New |
| Keel Point, LLC | 4,011 | $274.0K | 0.03% | +141+3.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,011 | $274.0K | 0.01% | +4,011 | New |
| Cullen/Frost Bankers, Inc. | 4,007 | $273.7K | 0.00% | −177−4.2% | Reduced |
| First Horizon Advisors, Inc. | 3,988 | $272.4K | 0.01% | +215+5.7% | Added |
| Segment Wealth Management, LLC | 3,977 | $271.7K | 0.02% | +3,977 | New |
| Aspen Grove Capital, LLC | 3,977 | $271.7K | 0.08% | +3,977 | New |
| Stephens Inc | 3,971 | $271.2K | 0.00% | +136+3.5% | Added |
| Exchange Traded Concepts, LLC | 3,967 | $271.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,964 | $270.8K | 0.01% | −634−13.8% | Reduced |
| Lifestyle Asset Management, Inc. | 3,959 | $270.4K | 0.15% | +317+8.7% | Added |
| Capital Market Strategies LLC | 3,850 | $263.0K | 0.23% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,840 | $262.3K | 0.00% | −5,865−60.4% | Reduced |
| Cullen Investment Group, Ltd. | 3,816 | $260.7K | 0.05% | +3,816 | New |
| Ronald Blue Trust, Inc. | 4,538 | $258.0K | 0.00% | +1,683+58.9% | Added |
| Assetmark, Inc | 3,728 | $254.7K | 0.00% | −40−1.1% | Reduced |
| Aprio Wealth Management, LLC | 3,703 | $253.0K | 0.06% | +3,703 | New |
| Sage Mountain Advisors LLC | 3,693 | $252.3K | 0.03% | +3,693 | New |
| One Wealth Advisors, LLC | 3,688 | $251.9K | 0.05% | +3,688 | New |
| Solstein Capital, LLC | 3,655 | $249.7K | 0.18% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,638 | $248.5K | 0.01% | +3,638 | New |
| Compass Wealth Management LLC | 3,610 | $246.6K | 0.07% | −75−2.0% | Reduced |
| CVA Family Office, LLC | 3,600 | $245.9K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 3,579 | $244.5K | 0.05% | −8−0.2% | Reduced |
| Cohen Capital Management, Inc. | 3,552 | $242.6K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,504 | $239.4K | 0.01% | −1,616−31.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,500 | $239.1K | 0.01% | +3,500 | New |
| DDD Partners, LLC | 3,500 | $239.1K | 0.03% | +3,500 | New |
| CoreCommodity Management, LLC | 3,493 | $238.6K | 0.07% | +3,493 | New |
| Tiaa Trust, National Association | 3,482 | $237.9K | 0.00% | −205−5.6% | Reduced |
| We Are One Seven, LLC | 3,455 | $236.0K | 0.01% | +3,455 | New |
| Fulton Bank, N.A. | 3,451 | $235.7K | 0.01% | −663−16.1% | Reduced |
| Wedmont Private Capital | 3,515 | $232.1K | 0.02% | +3,515 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,393 | $231.8K | 0.07% | +3,393 | New |
| Intrua Financial, LLC | 3,351 | $228.9K | 0.04% | +3,351 | New |
| Waldron Private Wealth LLC | 3,297 | $225.2K | 0.01% | +3,297 | New |