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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 3,296 | $225.2K | 0.02% | +3,296 | New |
| Prudent Man Advisors, LLC | 3,293 | $224.9K | 0.08% | −629−16.0% | Reduced |
| Abel Hall, LLC | 3,275 | $223.7K | 0.19% | +3,275 | New |
| Hilltop Holdings Inc. | 3,265 | $223.0K | 0.03% | +3,265 | New |
| Diligent Investors, LLC | 3,263 | $222.9K | 0.06% | +3,263 | New |
| Castleark Management LLC | 3,240 | $221.3K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 3,209 | $219.2K | 0.02% | +3,209 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 3,204 | $218.9K | 0.07% | +3,204 | New |
| Colony Group, LLC | 3,195 | $218.0K | 0.00% | +3,195 | New |
| Coastal Investment Advisors, Inc. | 3,156 | $215.6K | 0.05% | −649−17.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,134 | $214.0K | 0.11% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,132 | $213.9K | 0.02% | +3,132 | New |
| Horizon Kinetics Asset Management LLC | 3,131 | $213.9K | 0.00% | +3,131 | New |
| Kohmann Bosshard Financial Services, LLC | 3,108 | $212.3K | 0.03% | +3,108 | New |
| Equitable Holdings, Inc. | 3,098 | $211.6K | 0.00% | +3,098 | New |
| Optimum Investment Advisors | 3,050 | $208.3K | 0.10% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,146 | $207.7K | 0.06% | +3,146 | New |
| WorthPointe, LLC | 3,039 | $207.6K | 0.11% | +3,039 | New |
| Diversified Trust Co | 3,032 | $207.1K | 0.01% | +3,032 | New |
| Wealth Quarterback LLC | 3,020 | $206.3K | 0.13% | +3,020 | New |
| HB Wealth Management, LLC | 3,019 | $206.2K | 0.00% | +3,019 | New |
| Bank of New Hampshire | 3,000 | $204.9K | 0.06% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $204.9K | 0.19% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,802 | $191.4K | 0.01% | +789+39.2% | Added |
| Rosenberg Matthew Hamilton | 2,770 | $189.2K | 0.06% | +96+3.6% | Added |
| Russell Investments Group, Ltd. | 2,650 | $181.0K | 0.00% | +1,485+127.5% | Added |
| Glassman Wealth Services | 2,631 | $179.7K | 0.03% | +64+2.5% | Added |
| GAMMA Investing LLC | 2,923 | $178.9K | 0.05% | +2,923 | New |
| Acropolis Investment Management, LLC | 2,584 | $176.5K | 0.01% | −2−0.1% | Reduced |
| Global Retirement Partners, LLC | 2,865 | $176.3K | 0.01% | −21−0.7% | Reduced |
| Planned Solutions, Inc. | 2,576 | $176.0K | 0.08% | +2,576 | New |
| Toronto Dominion Bank | 2,530 | $172.8K | 0.00% | −67−2.6% | Reduced |
| Icon Wealth Advisors, LLC | 2,522 | $172.3K | 0.02% | +2,522 | New |
| Credit Agricole S A | 2,429 | $165.9K | 0.00% | −8,852−78.5% | Reduced |
| FNY Investment Advisers, LLC | 2,398 | $163.0K | 0.18% | +2,398 | New |
| AXA S.A. | 2,287 | $156.2K | 0.00% | +457+25.0% | Added |
| Carmichael Hill & Associates, Inc. | 2,068 | $141.3K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $137.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $137.0K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $134.4K | 0.08% | +2,000 | New |
| Sunbelt Securities, Inc. | 1,904 | $130.0K | 0.02% | −99−4.9% | Reduced |
| HM Payson & Co | 1,853 | $126.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,819 | $124.3K | 0.05% | −434−19.3% | Reduced |
| Delta Asset Management LLC | 1,803 | $123.2K | 0.01% | −30−1.6% | Reduced |
| Clear Street Markets LLC | 1,700 | $116.0K | 0.05% | −2,291−57.4% | Reduced |
| Bruce G. Allen Investments, LLC | 1,640 | $112.0K | 0.10% | +1,640 | New |
| Huntington National Bank | 1,610 | $110.0K | 0.00% | −273−14.5% | Reduced |
| Proequities, Inc. | 1,602 | $109.5K | 0.01% | +248+18.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,567 | $107.1K | 0.02% | −955−37.9% | Reduced |
| Granite FO LLC | 1,500 | $102.5K | 0.07% | 00.0% | Unchanged |
| First PREMIER Bank | 1,461 | $100.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,451 | $99.1K | 0.01% | −1,309−47.4% | Reduced |
| Sawyer & Company, Inc | 1,450 | $99.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,441 | $98.4K | 0.00% | +162+12.7% | Added |
| EverSource Wealth Advisors, LLC | 1,403 | $95.8K | 0.01% | +266+23.4% | Added |
| Hoey Investments, Inc | 1,400 | $95.6K | 0.03% | −300−17.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,365 | $93.2K | 0.01% | +95+7.5% | Added |
| Grove Bank & Trust | 1,269 | $86.7K | 0.02% | −3−0.2% | Reduced |
| Cutler Group LP | 1,260 | $86.0K | 0.01% | +1,260 | New |
| IFP Advisors, Inc | 1,254 | $85.7K | 0.00% | −6−0.5% | Reduced |
| Atlas Capital Advisors LLC | 1,252 | $85.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,246 | $85.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,238 | $84.6K | 0.00% | −4,756−79.3% | Reduced |
| Operose Advisors LLC | 1,211 | $82.7K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,190 | $81.3K | 0.02% | +63+5.6% | Added |
| Chilton Capital Management LLC | 1,155 | $78.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,141 | $77.9K | 0.03% | −982−46.3% | Reduced |
| Bogart Wealth, LLC | 1,135 | $77.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,109 | $76.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,092 | $74.6K | 0.00% | +31+2.9% | Added |
| REAP Financial Group, LLC | 1,083 | $74.0K | 0.02% | +1,083 | New |
| Tower Research Capital LLC (TRC) | 1,072 | $73.2K | 0.00% | +985+1,132.2% | Added |
| Anchor Investment Management, LLC | 1,000 | $68.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 984 | $67.3K | 0.00% | +13+1.3% | Added |
| Zions Bancorporation, N.A. | 969 | $66.2K | 0.00% | +83+9.4% | Added |
| FinTrust Capital Advisors, LLC | 938 | $64.1K | 0.01% | −141−13.1% | Reduced |
| Salem Investment Counselors Inc | 933 | $63.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 906 | $61.9K | 0.03% | +267+41.8% | Added |
| Hollencrest Capital Management | 900 | $61.5K | 0.01% | −11−1.2% | Reduced |
| Parkside Financial Bank & Trust | 894 | $61.1K | 0.01% | +165+22.6% | Added |
| Bangor Savings Bank | 858 | $58.6K | 0.01% | −55−6.0% | Reduced |
| SYSTM Wealth Solutions LLC | 817 | $55.8K | 0.01% | +817 | New |
| Sugarloaf Wealth Management, LLC | 805 | $55.0K | 0.01% | +22+2.8% | Added |
| Edmond de Rothschild Holding S.A. | 800 | $54.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 792 | $54.1K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 784 | $53.6K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 770 | $52.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 767 | $52.4K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 689 | $47.1K | 0.04% | +689 | New |
| NBC Securities, Inc. | 678 | $46.0K | 0.00% | −50−6.9% | Reduced |
| Compagnie Lombard Odier SCmA | 650 | $44.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 650 | $44.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 647 | $44.2K | 0.00% | +376+138.7% | Added |
| Brown Brothers Harriman & Co | 634 | $43.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 626 | $42.8K | 0.00% | +626 | New |
| Frazier Financial Advisors, LLC | 621 | $42.4K | 0.04% | +621 | New |
| Coppell Advisory Solutions LLC | 608 | $41.5K | 0.01% | +65+12.0% | Added |
| Pittenger & Anderson Inc | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 566 | $38.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 550 | $37.6K | 0.00% | +550 | New |