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 |
|---|---|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 547 | $37.4K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 535 | $36.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 500 | $34.2K | 0.01% | +500 | New |
| WealthCollab, LLC | 493 | $33.7K | 0.03% | +493 | New |
| Tradition Wealth Management, LLC | 473 | $32.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 426 | $29.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 425 | $29.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 413 | $28.2K | 0.00% | +44+11.9% | Added |
| Ancora Advisors, LLC | 409 | $27.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 403 | $27.5K | 0.02% | +403 | New |
| RFP Financial Group LLC | 398 | $27.2K | 0.01% | +306+332.6% | Added |
| Resurgent Financial Advisors LLC | 396 | $27.1K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 380 | $26.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 368 | $25.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 365 | $24.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 338 | $23.1K | 0.00% | +338 | New |
| Provenance Wealth Advisors, LLC | 330 | $22.5K | 0.00% | +330 | New |
| Private Trust Co NA | 329 | $22.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $22.3K | 0.00% | −279−46.0% | Reduced |
| Covestor Ltd | 307 | $21.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $20.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 298 | $20.3K | 0.01% | +62+26.3% | Added |
| Bellevue Asset Management, LLC | 297 | $20.3K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 287 | $19.6K | 0.00% | −30−9.5% | Reduced |
| GW&K Investment Management, LLC | 285 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 275 | $19.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 250 | $17.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $17.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $17.0K | 0.01% | +250 | New |
| Johnson Financial Group, Inc. | 238 | $16.3K | 0.00% | +238 | New |
| Impact Partnership Wealth, LLC | 225 | $15.4K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 206 | $14.1K | 0.01% | +206 | New |
| AlphaMark Advisors, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $13.7K | 0.02% | −100−33.3% | Reduced |
| Concord Wealth Partners | 200 | $13.7K | 0.00% | −18−8.3% | Reduced |
| Stephens Consulting, LLC | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $13.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 195 | $13.3K | 0.00% | +5+2.6% | Added |
| Tennessee Valley Asset Management Partners | 194 | $13.3K | 0.00% | +194 | New |
| Beacon Capital Management, LLC | 229 | $13.0K | 0.00% | −19−7.7% | Reduced |
| Washington Trust Advisors, Inc. | 181 | $12.4K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 180 | $12.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 153 | $10.4K | 0.00% | +153 | New |
| Global Wealth Strategies & Associates | 144 | $9.84K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 143 | $9.77K | 0.00% | +143 | New |
| Arlington Trust Co LLC | 130 | $8.88K | 0.00% | +130 | New |
| Jones Financial Companies LLLP | 123 | $8.40K | 0.00% | +123 | New |
| Headlands Technologies LLC | 116 | $7.92K | 0.00% | +116 | New |
| Signature Resources Capital Management, LLC | 102 | $6.97K | 0.01% | +102 | New |
| Founders Capital Management | 101 | $6.90K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $6.86K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $6.83K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $6.83K | 0.00% | +100 | New |
| Atlantic Edge Private Wealth Management, LLC | 100 | $6.83K | 0.00% | +100 | New |
| Birchbrook, Inc. | 100 | $6.83K | 0.00% | +100 | New |
| Archer Investment Corp | 90 | $6.15K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 89 | $6.08K | 0.00% | +38+74.5% | Added |
| Avion Wealth | 89 | $6.00K | 0.00% | −500−84.9% | Reduced |
| Bell Investment Advisors, Inc | 85 | $5.81K | 0.00% | +13+18.1% | Added |
| Caldwell Sutter Capital, Inc. | 85 | $5.81K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 84 | $5.74K | 0.00% | −150−64.1% | Reduced |
| Sound Income Strategies, LLC | 83 | $5.67K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $5.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $5.46K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $4.92K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 70 | $4.78K | 0.00% | −20,235−99.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 67 | $4.64K | 0.00% | +8+13.6% | Added |
| Lee Financial Co | 66 | $4.51K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $3.47K | 0.00% | −8−13.6% | Reduced |
| Independence Bank of Kentucky | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 46 | $3.16K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 57 | $3.00K | 0.00% | −27−32.1% | Reduced |
| Wiser Advisor Group LLC | 42 | $2.90K | 0.00% | +42 | New |
| Abound Wealth Management | 42 | $2.87K | 0.00% | +2+5.0% | Added |
| Scarborough Advisors, LLC | 40 | $2.73K | 0.00% | +40 | New |
| FWL Investment Management, LLC | 38 | $2.60K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 35 | $2.39K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 33 | $2.26K | 0.00% | +33 | New |
| Hazlett, Burt & Watson, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 27 | $1.86K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 26 | $1.78K | 0.00% | +26 | New |
| Salomon & Ludwin, LLC | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $1.71K | 0.00% | +25 | New |
| Qube Research & Technologies Ltd | 21 | $1.44K | 0.00% | −47,200−100.0% | Reduced |
| Glen Eagle Advisors, LLC | 21 | $1.41K | 0.00% | −49−70.0% | Reduced |
| Horizon Investments, LLC | 20 | $1.37K | 0.00% | +20 | New |
| Strategic Investment Solutions, Inc. | 15 | $1.05K | 0.00% | −930−98.4% | Reduced |
| Larson Financial Group LLC | 12 | $820 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 11 | $775 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $410 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |