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 |
|---|---|---|---|---|---|
| Wall Street Access Asset Management, LLC | 6,505 | $375.3K | 0.16% | +6,505 | New |
| Essex Financial Services, Inc. | 6,588 | $380.1K | 0.04% | −934−12.4% | Reduced |
| Ruggaard & Associates LLC | 6,590 | $380.2K | 0.18% | −50−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 6,658 | $384.1K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,659 | $384.2K | 0.05% | 00.0% | Unchanged |
| Heron Bay Capital Management | 6,732 | $388.4K | 0.08% | −33−0.5% | Reduced |
| HRT Financial LP | 6,809 | $392.0K | 0.00% | +6,809 | New |
| Synovus Financial Corp | 6,826 | $393.9K | 0.01% | +984+16.8% | Added |
| Ethic Inc. | 6,832 | $394.1K | 0.01% | +121+1.8% | Added |
| Hartford Funds Management Co LLC | 7,044 | $406.4K | 0.04% | +7,044 | New |
| Straight Path Wealth Management | 7,050 | $406.7K | 0.23% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,112 | $410.3K | 0.00% | −20,205−74.0% | Reduced |
| International Assets Investment Management, LLC | 7,098 | $414.2K | 0.04% | +294+4.3% | Added |
| Chronos Wealth Management, LLC | 7,200 | $415.4K | 0.24% | −100−1.4% | Reduced |
| Confluence Investment Management LLC | 7,224 | $416.8K | 0.01% | −94−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 7,238 | $417.5K | 0.07% | −581−7.4% | Reduced |
| TruWealth Advisors, LLC | 7,254 | $418.5K | 0.03% | +360+5.2% | Added |
| Harbour Capital Advisors, LLC | 7,197 | $425.8K | 0.11% | +7,197 | New |
| Axxcess Wealth Management, LLC | 7,443 | $429.4K | 0.01% | +37+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,477 | $431.3K | 0.06% | +333+4.7% | Added |
| Jackson Hole Capital Partners, LLC | 7,524 | $434.0K | 0.10% | −133−1.7% | Reduced |
| Venturi Wealth Management, LLC | 7,547 | $435.4K | 0.03% | +40+0.5% | Added |
| Gallacher Capital Management LLC | 7,561 | $436.2K | 0.22% | +738+10.8% | Added |
| MAI Capital Management | 7,583 | $437.5K | 0.00% | −582−7.1% | Reduced |
| Valeo Financial Advisors, LLC | 7,411 | $439.0K | 0.02% | −884−10.7% | Reduced |
| AQR Capital Management LLC | 7,673 | $442.7K | 0.00% | +7,673 | New |
| Pinnacle West Asset Management, Inc. | 7,725 | $446.0K | 0.35% | +25+0.3% | Added |
| Avidian Wealth Solutions, LLC | 7,777 | $448.7K | 0.02% | +335+4.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,862 | $453.6K | 0.03% | −37,249−82.6% | Reduced |
| Perigon Wealth Management, LLC | 7,882 | $454.7K | 0.01% | +95+1.2% | Added |
| One Wealth Advisors, LLC | 7,942 | $458.2K | 0.08% | +4,254+115.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,945 | $458.3K | 0.04% | +95+1.2% | Added |
| Breakwater Capital Group | 7,952 | $458.8K | 0.12% | −1,357−14.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,970 | $459.8K | 0.01% | −10,845−57.6% | Reduced |
| Nomura Holdings Inc | 8,024 | $462.9K | 0.00% | +8,024 | New |
| CWM, LLC | 8,084 | $466.0K | 0.00% | +566+7.5% | Added |
| Ballentine Partners, LLC | 8,212 | $473.8K | 0.01% | +205+2.6% | Added |
| Hexagon Capital Partners LLC | 8,221 | $474.3K | 0.11% | −70−0.8% | Reduced |
| West Family Investments, Inc. | 8,286 | $478.0K | 0.15% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 8,399 | $484.6K | 0.12% | +115+1.4% | Added |
| HSBC Holdings PLC | 8,534 | $492.3K | 0.00% | +77+0.9% | Added |
| Chicago Partners Investment Group LLC | 8,481 | $497.8K | 0.02% | +444+5.5% | Added |
| Mission Wealth Management, LP | 8,642 | $498.6K | 0.01% | +830+10.6% | Added |
| Intrust Bank NA | 8,652 | $499.1K | 0.05% | +258+3.1% | Added |
| Teamwork Financial Advisors, LLC | 8,654 | $499.3K | 0.08% | +140+1.6% | Added |
| Highlander Capital Management, LLC | 8,700 | $501.9K | 0.17% | −200−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,708 | $502.4K | 0.00% | −219−2.5% | Reduced |
| Paradiem, LLC | 8,762 | $505.5K | 0.12% | −514−5.5% | Reduced |
| Caas Capital Management LP | 8,956 | $516.7K | 0.22% | +8,956 | New |
| Lake Street Advisors Group, LLC | 8,972 | $517.6K | 0.02% | −691−7.2% | Reduced |
| Fractal Investments LLC | 9,000 | $519.2K | 0.09% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 9,033 | $521.1K | 0.54% | +35+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 9,089 | $524.2K | 0.02% | +166+1.9% | Added |
| Baker Avenue Asset Management, LP | 9,091 | $524.5K | 0.02% | +298+3.4% | Added |
| Prudential Financial Inc | 9,210 | $531.3K | 0.00% | −3,558−27.9% | Reduced |
| Archford Capital Strategies, LLC | 9,231 | $532.5K | 0.09% | +334+3.8% | Added |
| PEAK6 Investments LLC | 9,269 | $534.7K | 0.03% | +9,269 | New |
| Marks Group Wealth Management, Inc | 9,444 | $544.8K | 0.06% | −3,477−26.9% | Reduced |
| Callan Capital, LLC | 9,498 | $547.9K | 0.05% | +3,002+46.2% | Added |
| Bowen Hanes & Co Inc | 9,575 | $552.0K | 0.02% | −350−3.5% | Reduced |
| Malaga Cove Capital, LLC | 9,643 | $556.3K | 0.23% | +3,706+62.4% | Added |
| Invictus Private Wealth, LLC | 9,710 | $560.2K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,763 | $563.2K | 0.01% | +396+4.2% | Added |
| McKinley Capital Management LLC /Delaware | 9,781 | $564.3K | 0.07% | +168+1.7% | Added |
| State Street Corp | 9,934 | $573.1K | 0.00% | −290−2.8% | Reduced |
| Highline Wealth Partners LLC | 10,000 | $576.9K | 0.24% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 10,000 | $577.0K | 0.46% | +10,000 | New |
| RNC Capital Management LLC | 10,031 | $578.7K | 0.03% | −53−0.5% | Reduced |
| Wolverine Trading, LLC | 10,060 | $580.4K | 0.01% | +5,845+138.7% | Added |
| Parallel Advisors, LLC | 10,102 | $582.8K | 0.02% | −1,835−15.4% | Reduced |
| Legal Advantage Investments, Inc. | 10,118 | $583.7K | 0.33% | −493−4.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,153 | $585.7K | 0.08% | +650+6.8% | Added |
| Aaron Wealth Advisors | 10,157 | $586.0K | 0.08% | +5,010+97.3% | Added |
| Walleye Capital LLC | 10,196 | $588.2K | 0.01% | −113,650−91.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,298 | $594.1K | 0.03% | −569−5.2% | Reduced |
| GSB Wealth Management, LLC | 10,384 | $599.0K | 0.17% | −2,115−16.9% | Reduced |
| Essex Savings Bank | 8,804 | $601.4K | 0.17% | 00.0% | Unchanged |
| Whittier Trust Co | 10,531 | $607.4K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,539 | $608.0K | 0.02% | +14+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 10,652 | $614.5K | 0.04% | +608+6.1% | Added |
| Private Advisor Group, LLC | 10,673 | $615.7K | 0.00% | −228−2.1% | Reduced |
| Inspire Advisors, LLC | 10,684 | $616.3K | 0.09% | +837+8.5% | Added |
| Veracity Capital LLC | 10,831 | $624.9K | 0.24% | −3,052−22.0% | Reduced |
| Founders Financial Securities LLC | 10,926 | $630.3K | 0.07% | +10,926 | New |
| Horizon Investments, LLC | 11,028 | $636.2K | 0.02% | +11,008+55,040.0% | Added |
| Invesco Ltd. | 11,076 | $639.0K | 0.00% | −2,902−20.8% | Reduced |
| Louisbourg Investments Inc. | 11,080 | $639.2K | 0.18% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,129 | $642.0K | 0.02% | −1,666−13.0% | Reduced |
| Clarius Group, LLC | 11,141 | $642.7K | 0.04% | −945−7.8% | Reduced |
| Advisory Services Network, LLC | 11,218 | $647.2K | 0.01% | +196+1.8% | Added |
| Independent Advisor Alliance | 11,420 | $658.8K | 0.02% | +338+3.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,434 | $659.7K | 0.03% | +5,165+82.4% | Added |
| Bristlecone Advisors, LLC | 11,588 | $668.5K | 0.06% | +42+0.4% | Added |
| Susquehanna International Group Ltd. | 11,596 | $669.0K | 0.16% | +11,596 | New |
| Argent Trust Co | 11,727 | $676.5K | 0.03% | −400−3.3% | Reduced |
| Albert D Mason Inc | 11,817 | $682.0K | 0.42% | −586−4.7% | Reduced |
| Apollon Wealth Management, LLC | 11,995 | $692.0K | 0.02% | +144+1.2% | Added |
| M&T Bank Corp | 12,125 | $699.5K | 0.00% | −4,129−25.4% | Reduced |
| Flagship Harbor Advisors, LLC | 12,221 | $705.0K | 0.05% | −1,814−12.9% | Reduced |
| Emfo, LLC | 12,320 | $710.7K | 0.65% | 00.0% | Unchanged |