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 |
|---|---|---|---|---|---|
| DAGCO, Inc. | 471 | $27.1K | 0.01% | +471 | New |
| WealthCollab, LLC | 493 | $28.4K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 509 | $29.4K | 0.02% | +509 | New |
| Creative Financial Designs Inc | 530 | $30.6K | 0.00% | −921−63.5% | Reduced |
| Bray Capital Advisors | 535 | $30.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 543 | $31.0K | 0.00% | −104−16.1% | Reduced |
| WFA Asset Management Corp | 540 | $31.2K | 0.02% | +540 | New |
| Sanctuary Wealth Management, L.L.C. | 547 | $31.6K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 550 | $31.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 566 | $32.7K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 580 | $33.5K | 0.01% | +580 | New |
| FinTrust Capital Advisors, LLC | 599 | $34.5K | 0.01% | −339−36.1% | Reduced |
| Pittenger & Anderson Inc | 600 | $34.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 600 | $34.6K | 0.02% | +197+48.9% | Added |
| Headlands Technologies LLC | 608 | $35.1K | 0.01% | +492+424.1% | Added |
| Gilliland Jeter Wealth Management LLC | 625 | $36.1K | 0.01% | +625 | New |
| Frazier Financial Advisors, LLC | 635 | $36.6K | 0.03% | +14+2.3% | Added |
| Brown Brothers Harriman & Co | 639 | $36.9K | 0.00% | +5+0.8% | Added |
| Caldwell Trust Co | 650 | $37.5K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 700 | $38.6K | 0.01% | +700 | New |
| Pingora Partners LLC | 689 | $39.7K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 750 | $43.3K | 0.00% | −10,140−93.1% | Reduced |
| Farmers & Merchants Investments Inc | 777 | $44.8K | 0.00% | +777 | New |
| Tyler-Stone Wealth Management | 785 | $45.3K | 0.02% | +18+2.3% | Added |
| GHP Investment Advisors, Inc. | 789 | $45.5K | 0.00% | +19+2.5% | Added |
| Colonial Trust Advisors | 792 | $45.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 805 | $46.4K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 800 | $47.0K | 0.00% | +800 | New |
| REAP Financial Group, LLC | 835 | $48.2K | 0.01% | −248−22.9% | Reduced |
| Bangor Savings Bank | 858 | $49.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 897 | $51.7K | 0.01% | +897 | New |
| Zions Bancorporation, N.A. | 910 | $52.5K | 0.00% | −59−6.1% | Reduced |
| Cape Investment Advisory, Inc. | 921 | $53.2K | 0.02% | +15+1.7% | Added |
| Salem Investment Counselors Inc | 933 | $53.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 936 | $54.0K | 0.01% | −316−25.2% | Reduced |
| Proequities, Inc. | 979 | $56.5K | 0.00% | −623−38.9% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $57.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,010 | $58.0K | 0.06% | −99−8.9% | Reduced |
| IFP Advisors, Inc | 1,007 | $58.1K | 0.00% | −247−19.7% | Reduced |
| Harbour Investments, Inc. | 1,046 | $60.3K | 0.00% | −46−4.2% | Reduced |
| Geneos Wealth Management Inc. | 1,058 | $61.0K | 0.00% | −180−14.5% | Reduced |
| SYSTM Wealth Solutions LLC | 1,091 | $62.9K | 0.01% | +274+33.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,101 | $64.0K | 0.00% | −3,879−77.9% | Reduced |
| Parkside Financial Bank & Trust | 1,119 | $64.6K | 0.01% | +225+25.2% | Added |
| Bogart Wealth, LLC | 1,135 | $65.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,141 | $65.8K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,155 | $66.6K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,200 | $69.2K | 0.02% | −200−14.3% | Reduced |
| State of Wyoming | 1,200 | $69.2K | 0.01% | +1,200 | New |
| Operose Advisors LLC | 1,211 | $69.9K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,252 | $72.2K | 0.01% | +6+0.5% | Added |
| Grove Bank & Trust | 1,292 | $74.5K | 0.01% | +23+1.8% | Added |
| JFS Wealth Advisors, LLC | 1,293 | $74.6K | 0.01% | −72−5.3% | Reduced |
| Hilltop National Bank | 1,375 | $79.3K | 0.03% | +1,375 | New |
| Sawyer & Company, Inc | 1,450 | $83.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,454 | $83.9K | 0.00% | +13+0.9% | Added |
| First PREMIER Bank | 1,461 | $84.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,466 | $84.6K | 0.07% | −174−10.6% | Reduced |
| Bullock Wealth Management Group | 1,467 | $85.6K | 0.06% | +1,467 | New |
| Newbridge Financial Services Group, Inc. | 1,515 | $87.4K | 0.04% | +1,515 | New |
| Creekmur Asset Management LLC | 1,525 | $88.0K | 0.03% | −6,096−80.0% | Reduced |
| GAMMA Investing LLC | 1,553 | $89.6K | 0.02% | −1,370−46.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,571 | $90.7K | 0.01% | +4+0.3% | Added |
| JJJ Advisors Inc. | 1,606 | $92.7K | 0.02% | +416+35.0% | Added |
| EverSource Wealth Advisors, LLC | 1,753 | $96.7K | 0.01% | +350+24.9% | Added |
| HM Payson & Co | 1,753 | $101.1K | 0.00% | −100−5.4% | Reduced |
| Delta Asset Management LLC | 1,783 | $102.9K | 0.01% | −20−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,918 | $110.6K | 0.00% | −2,620−57.7% | Reduced |
| Anfield Capital Management, LLC | 1,920 | $110.8K | 0.05% | +1,920 | New |
| Bartlett & Co. Wealth Management LLC | 2,008 | $115.8K | 0.00% | +8+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 2,068 | $119.3K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,135 | $123.2K | 0.01% | +231+12.1% | Added |
| Huntington National Bank | 2,284 | $131.8K | 0.00% | +674+41.9% | Added |
| Icon Wealth Advisors, LLC | 2,290 | $132.1K | 0.01% | −232−9.2% | Reduced |
| Solstein Capital, LLC | 2,485 | $143.4K | 0.10% | −1,170−32.0% | Reduced |
| Acropolis Investment Management, LLC | 2,584 | $149.1K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,726 | $158.1K | 0.00% | +297+12.2% | Added |
| Farther Finance Advisors, LLC | 2,746 | $160.2K | 0.01% | −56−2.0% | Reduced |
| AXA S.A. | 2,833 | $163.4K | 0.00% | +546+23.9% | Added |
| Global Retirement Partners, LLC | 2,851 | $164.5K | 0.01% | −14−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 2,891 | $168.7K | 0.05% | +121+4.4% | Added |
| Russell Investments Group, Ltd. | 2,934 | $169.3K | 0.00% | +284+10.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $173.0K | 0.07% | −134−4.3% | Reduced |
| Bank of New Hampshire | 3,000 | $173.1K | 0.05% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $173.1K | 0.79% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,050 | $176.0K | 0.08% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,150 | $181.7K | 0.06% | +3,150 | New |
| Castleark Management LLC | 3,240 | $186.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,364 | $194.1K | 0.00% | −643−16.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,474 | $200.4K | 0.02% | −3,795−52.2% | Reduced |
| Aprio Wealth Management, LLC | 3,478 | $200.6K | 0.04% | −225−6.1% | Reduced |
| Community Bank, N.A. | 3,500 | $201.9K | 0.03% | −700−16.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,500 | $201.9K | 0.00% | 00.0% | Unchanged |
| U S Global Investors Inc | 3,500 | $201.9K | 0.02% | +3,500 | New |
| Lincoln National Corp | 3,521 | $203.1K | 0.00% | −1,274−26.6% | Reduced |
| Cohen Capital Management, Inc. | 3,552 | $204.9K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,600 | $207.7K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,606 | $208.0K | 0.01% | −868−19.4% | Reduced |
| Compass Wealth Management LLC | 3,610 | $208.3K | 0.05% | 00.0% | Unchanged |