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, Q1 2024
Institutional positions in BHP Group Ltd as of Mar 31, 2024. 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
- 685
- −9 vs. Q4 2023
- Shares held
- 92.3M
- −3.96M (−4.1%) vs. Q4 2023
- Total value
- $5.32B
- −$1.22B (−18.6%) vs. Q4 2023
- New holders
- 79
- 230 more added
- Sold out
- 88
- 250 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $219 | 0.00% | +2+200.0% | Added |
| Bell Investment Advisors, Inc | 10 | $577 | 0.00% | −75−88.2% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $671 | 0.00% | +1+9.1% | Added |
| Larson Financial Group LLC | 12 | $692 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $692 | 0.00% | +12 | New |
| Cedar Wealth Management, LLC | 12 | $692 | 0.00% | +12 | New |
| City State Bank | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $1.15K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $1.73K | 0.00% | +30 | New |
| ClariVest Asset Management LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 37 | $2.13K | 0.00% | +6+19.4% | Added |
| Wiser Advisor Group LLC | 38 | $2.24K | 0.00% | −4−9.5% | Reduced |
| Scarborough Advisors, LLC | 40 | $2.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $2.48K | 0.00% | +38+633.3% | Added |
| Abich Financial Wealth Management LLC | 43 | $2.48K | 0.00% | +43 | New |
| Colonial Trust Co | 44 | $2.55K | 0.00% | −7−13.7% | Reduced |
| Addison Advisors LLC | 46 | $2.65K | 0.00% | +46 | New |
| Western Pacific Wealth Management, LP | 46 | $2.67K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 48 | $2.77K | 0.00% | +48 | New |
| Missouri Trust & Investment Co | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $3.52K | 0.00% | −7−10.4% | Reduced |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $4.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $4.62K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 85 | $4.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 100 | $5.80K | 0.01% | +100 | New |
| Founders Capital Management | 101 | $5.83K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 116 | $6.69K | 0.00% | −3,093−96.4% | Reduced |
| Signature Resources Capital Management, LLC | 102 | $6.97K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 125 | $7.21K | 0.00% | +125 | New |
| Arlington Trust Co LLC | 130 | $7.50K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 133 | $7.67K | 0.00% | +133 | New |
| Redmont Wealth Advisors LLC | 135 | $7.79K | 0.01% | +135 | New |
| True Wealth Design, LLC | 142 | $8.19K | 0.00% | +61+75.3% | Added |
| Washington Trust Advisors, Inc. | 143 | $8.25K | 0.00% | −38−21.0% | Reduced |
| Old Point Trust & Financial Services N A | 143 | $8.25K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 152 | $8.77K | 0.00% | +152 | New |
| ICA Group Wealth Management, LLC | 157 | $9.03K | 0.00% | +4+2.6% | Added |
| Breakwater Investment Management | 160 | $9.23K | 0.00% | +160 | New |
| Rakuten Securities, Inc. | 167 | $9.63K | 0.00% | −39−18.9% | Reduced |
| Orion Capital Management LLC | 180 | $10.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 189 | $11.0K | 0.00% | +100+112.4% | Added |
| Norwood Financial Corp | 200 | $11.5K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 200 | $11.5K | 0.00% | +5+2.6% | Added |
| Halpern Financial, Inc. | 203 | $11.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 215 | $12.4K | 0.01% | +215 | New |
| Impact Partnership Wealth, LLC | 225 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 229 | $13.2K | 0.00% | −100−30.4% | Reduced |
| Continuum Advisory, LLC | 233 | $13.3K | 0.00% | +233 | New |
| McIlrath & Eck, LLC | 232 | $13.4K | 0.00% | +232 | New |
| Princeton Global Asset Management LLC | 236 | $13.6K | 0.00% | −62−20.8% | Reduced |
| Johnson Financial Group, Inc. | 238 | $13.7K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $14.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $14.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 250 | $14.4K | 0.01% | +250 | New |
| Private Ocean, LLC | 255 | $14.7K | 0.00% | +255 | New |
| Tower Research Capital LLC (TRC) | 261 | $15.1K | 0.00% | −811−75.7% | Reduced |
| Centerpoint Advisors, LLC | 275 | $16.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 281 | $16.3K | 0.01% | +181+181.0% | Added |
| Bellevue Asset Management, LLC | 297 | $17.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 302 | $17.4K | 0.00% | −324−51.8% | Reduced |
| Covestor Ltd | 307 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 328 | $18.9K | 0.00% | +245+295.2% | Added |
| Jones Financial Companies LLLP | 328 | $18.9K | 0.00% | +205+166.7% | Added |
| Provenance Wealth Advisors, LLC | 330 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 331 | $19.1K | 0.00% | +331 | New |
| Financial Perspectives, Inc | 365 | $21.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 368 | $21.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 379 | $21.8K | 0.00% | +279+279.0% | Added |
| Ameliora Wealth Management Ltd. | 380 | $21.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 379 | $22.0K | 0.00% | +94+33.0% | Added |
| Armstrong Advisory Group, Inc | 327 | $22.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 398 | $23.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 397 | $23.0K | 0.01% | −387−49.4% | Reduced |
| Ancora Advisors, LLC | 409 | $23.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 413 | $23.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 413 | $23.8K | 0.01% | +269+186.8% | Added |
| CoreCap Advisors, LLC | 414 | $23.9K | 0.00% | +414 | New |
| Cambridge Trust Co | 425 | $24.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 426 | $24.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 472 | $27.0K | 0.00% | −206−30.4% | Reduced |