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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 3,639 | $209.9K | 0.16% | −418−10.3% | Reduced |
| Keel Point, LLC | 3,719 | $214.6K | 0.02% | −292−7.3% | Reduced |
| Exencial Wealth Advisors, LLC | 3,756 | $216.7K | 0.01% | +118+3.2% | Added |
| HighPoint Advisor Group LLC | 3,822 | $219.0K | 0.02% | +3,822 | New |
| First Horizon Advisors, Inc. | 3,808 | $219.7K | 0.01% | −180−4.5% | Reduced |
| Epoch Investment Partners, Inc. | 3,838 | $221.4K | 0.00% | −509−11.7% | Reduced |
| Capital Market Strategies LLC | 3,850 | $222.1K | 0.17% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,854 | $222.5K | 0.01% | +3,854 | New |
| Segment Wealth Management, LLC | 3,895 | $224.7K | 0.02% | −82−2.1% | Reduced |
| Whalen Wealth Management Inc. | 3,905 | $225.3K | 0.17% | +3,905 | New |
| Bokf, NA | 3,894 | $227.2K | 0.00% | −376−8.8% | Reduced |
| Pinnacle Associates Ltd | 3,964 | $228.7K | 0.00% | +124+3.2% | Added |
| Kestra Private Wealth Services, LLC | 3,977 | $229.4K | 0.01% | −279−6.6% | Reduced |
| Cullen Investment Group, Ltd. | 3,881 | $229.6K | 0.04% | +65+1.7% | Added |
| Northcape Wealth Management, LLC | 3,990 | $230.2K | 0.08% | −150−3.6% | Reduced |
| Assetmark, Inc | 3,994 | $230.4K | 0.00% | +266+7.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,044 | $233.3K | 0.01% | +33+0.8% | Added |
| MRP Capital Investments, LLC | 4,060 | $234.2K | 0.24% | −2,036−33.4% | Reduced |
| Passumpsic Savings Bank | 4,075 | $235.1K | 0.15% | +4,075 | New |
| Toronto Dominion Bank | 4,115 | $237.4K | 0.00% | +1,585+62.6% | Added |
| Knollwood Investment Advisory, LLC | 4,150 | $239.4K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,203 | $242.4K | 0.02% | −3,993−48.7% | Reduced |
| Centaurus Financial, Inc. | 4,213 | $243.0K | 0.02% | −590−12.3% | Reduced |
| Stephens Inc | 4,235 | $244.3K | 0.00% | +264+6.6% | Added |
| Sivia Capital Partners, LLC | 4,285 | $247.2K | 0.17% | −457−9.6% | Reduced |
| MAS Advisors LLC | 4,294 | $247.7K | 0.29% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,306 | $248.4K | 0.02% | +17+0.4% | Added |
| Wesbanco Bank Inc | 4,312 | $248.8K | 0.01% | +47+1.1% | Added |
| Roberts Glore & Co Inc | 4,340 | $250.4K | 0.07% | +245+6.0% | Added |
| HB Wealth Management, LLC | 4,344 | $250.6K | 0.00% | +1,325+43.9% | Added |
| Adviser Investments LLC | 4,350 | $251.0K | 0.00% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 4,352 | $251.1K | 0.15% | +393+9.9% | Added |
| Leonteq Securities AG | 4,358 | $251.4K | 0.03% | −3,358−43.5% | Reduced |
| Lido Advisors, LLC | 4,359 | $251.4K | 0.00% | +301+7.4% | Added |
| Stamos Capital Partners, L.P. | 4,360 | $251.5K | 0.06% | −1,490−25.5% | Reduced |
| Brighton Jones LLC | 4,364 | $251.7K | 0.01% | +4,364 | New |
| Cozad Asset Management Inc | 4,370 | $252.1K | 0.03% | −2,357−35.0% | Reduced |
| Wedmont Private Capital | 4,185 | $253.1K | 0.02% | +670+19.1% | Added |
| TD Private Client Wealth LLC | 4,449 | $256.7K | 0.01% | −146−3.2% | Reduced |
| Meridian Wealth Management, LLC | 4,449 | $256.7K | 0.04% | +4,449 | New |
| Buckingham Strategic Wealth, LLC | 4,487 | $258.9K | 0.00% | −49,673−91.7% | Reduced |
| Commerce Bank | 4,534 | $261.6K | 0.00% | +4,534 | New |
| Savant Capital, LLC | 4,536 | $261.7K | 0.00% | +504+12.5% | Added |
| Lindbrook Capital, LLC | 4,578 | $264.1K | 0.02% | −456−9.1% | Reduced |
| Pathway Financial Advisers, LLC | 4,581 | $264.3K | 0.10% | −776−14.5% | Reduced |
| Redwood Wealth Management Group, LLC | 4,634 | $267.3K | 0.28% | +150+3.3% | Added |
| AlphaQ Advisors LLC | 4,646 | $268.0K | 0.16% | −1,025−18.1% | Reduced |
| Fulcrum Equity Management | 4,657 | $268.7K | 0.32% | −308−6.2% | Reduced |
| CoreCommodity Management, LLC | 4,671 | $269.5K | 0.10% | +1,178+33.7% | Added |
| Hoylecohen, LLC | 4,700 | $271.1K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $271.1K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,715 | $272.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,718 | $272.9K | 0.01% | −18−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,731 | $272.9K | 0.02% | −311−6.2% | Reduced |
| Ameritas Advisory Services, LLC | 4,911 | $274.4K | 0.01% | −1,072−17.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,782 | $275.9K | 0.00% | −239−4.8% | Reduced |
| Successful Portfolios LLC | 4,797 | $276.7K | 0.19% | −49−1.0% | Reduced |
| Naples Global Advisors, LLC | 4,818 | $277.9K | 0.03% | −19−0.4% | Reduced |
| Colony Group, LLC | 4,820 | $278.0K | 0.00% | +1,625+50.9% | Added |
| Thornburg Investment Management Inc | 4,885 | $281.8K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 5,000 | $288.4K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,223 | $288.5K | 0.00% | +125+3.1% | Added |
| Financial Management Professionals, Inc. | 5,052 | $291.0K | 0.04% | +659+15.0% | Added |
| National Asset Management, Inc. | 5,120 | $291.2K | 0.01% | +1,616+46.1% | Added |
| Renasant Bank | 5,058 | $291.8K | 0.21% | +38+0.8% | Added |
| InterOcean Capital Group, LLC | 5,083 | $293.2K | 0.01% | −2,327−31.4% | Reduced |
| Verdad Advisers, LP | 5,100 | $294.2K | 0.32% | −2,200−30.1% | Reduced |
| Aspen Wealth Strategies, LLC | 5,108 | $294.7K | 0.20% | −36−0.7% | Reduced |
| Bleakley Financial Group, LLC | 5,143 | $296.7K | 0.01% | −318−5.8% | Reduced |
| Simplicity Wealth,LLC | 5,143 | $296.7K | 0.01% | +5,143 | New |
| First Financial Corp | 5,171 | $298.2K | 0.15% | −687−11.7% | Reduced |
| Sage Mountain Advisors LLC | 5,236 | $302.1K | 0.03% | +1,543+41.8% | Added |
| Cadinha & Co LLC | 5,325 | $307.2K | 0.05% | −2,440−31.4% | Reduced |
| Central Trust Co | 5,398 | $311.4K | 0.01% | −501−8.5% | Reduced |
| Snowden Capital Advisors LLC | 5,451 | $314.5K | 0.01% | +1,487+37.5% | Added |
| Traveka Wealth, LLC | 5,574 | $321.6K | 0.15% | +547+10.9% | Added |
| Allspring Global Investments Holdings, LLC | 5,591 | $322.5K | 0.00% | +5,591 | New |
| IHT Wealth Management, LLC | 5,601 | $323.1K | 0.01% | +11+0.2% | Added |
| Kovack Advisors, Inc. | 5,610 | $323.7K | 0.04% | −648−10.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,672 | $327.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,701 | $328.0K | 0.01% | −106,799−94.9% | Reduced |
| New York State Common Retirement Fund | 5,700 | $328.8K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 5,774 | $333.1K | 0.22% | +779+15.6% | Added |
| Pacific Global Investment Management CO | 5,909 | $340.9K | 0.07% | −2,869−32.7% | Reduced |
| Exchange Traded Concepts, LLC | 5,925 | $341.8K | 0.01% | +1,958+49.4% | Added |
| Jackson Square Capital, LLC | 5,959 | $343.8K | 0.09% | −10,263−63.3% | Reduced |
| Touchstone Capital, Inc. | 5,997 | $346.0K | 0.43% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 6,051 | $349.1K | 0.12% | +42+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 6,104 | $352.2K | 0.02% | −524−7.9% | Reduced |
| Rathbone Brothers plc | 6,146 | $355.0K | 0.00% | −973−13.7% | Reduced |
| Mutual Advisors, LLC | 6,189 | $357.0K | 0.01% | +648+11.7% | Added |
| Dynamic Advisor Solutions LLC | 6,194 | $357.3K | 0.01% | +6,194 | New |
| Spire Wealth Management | 6,195 | $357.4K | 0.01% | −1,520−19.7% | Reduced |
| Principal Securities, Inc. | 6,217 | $358.7K | 0.01% | +2,009+47.7% | Added |
| Shelton Capital Management | 6,300 | $363.4K | 0.01% | +6,300 | New |
| Freestone Capital Holdings, LLC | 6,392 | $368.8K | 0.01% | −6,971−52.2% | Reduced |
| Biltmore Family Office, LLC | 6,405 | $369.5K | 0.07% | −92−1.4% | Reduced |
| Pacifica Partners Inc. | 6,499 | $369.9K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,430 | $370.9K | 0.04% | −15−0.2% | Reduced |
| American Trust Investment Advisors, LLC | 6,454 | $372.3K | 0.18% | −1,915−22.9% | Reduced |