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 |
|---|---|---|---|---|---|
| Family Management Corp | 30,198 | $1.74M | 0.32% | +30,198 | New |
| Recurrent Investment Advisors LLC | 30,599 | $1.77M | 0.20% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 31,608 | $1.82M | 0.71% | +6,201+24.4% | Added |
| Warren Averett Asset Management, LLC | 31,653 | $1.83M | 0.04% | +26,664+534.5% | Added |
| Veriti Management LLC | 32,626 | $1.88M | 0.14% | −3,630−10.0% | Reduced |
| Keybank National Association | 32,777 | $1.89M | 0.01% | −8,860−21.3% | Reduced |
| Quantbot Technologies LP | 32,822 | $1.89M | 0.11% | +16,788+104.7% | Added |
| Vident Advisory, LLC | 32,850 | $1.90M | 0.04% | −1,685−4.9% | Reduced |
| Virtu Financial LLC | 33,855 | $1.95M | 0.15% | +33,855 | New |
| Range Financial Group LLC | 34,166 | $1.97M | 1.02% | +25,680+302.6% | Added |
| Davenport & Co LLC | 34,719 | $2.00M | 0.01% | −6,019−14.8% | Reduced |
| Bessemer Group Inc | 34,773 | $2.00M | 0.00% | +3,642+11.7% | Added |
| Stonegate Investment Group, LLC | 34,833 | $2.01M | 0.06% | +469+1.4% | Added |
| Legacy Wealth Asset Management, LLC | 35,254 | $2.03M | 0.57% | +1,575+4.7% | Added |
| Financial Sense Advisors, Inc. | 35,371 | $2.04M | 0.73% | −4,146−10.5% | Reduced |
| Lockheed Martin Investment Management Co | 35,870 | $2.07M | 0.15% | −4,630−11.4% | Reduced |
| Moors & Cabot, Inc. | 35,912 | $2.07M | 0.11% | −2,246−5.9% | Reduced |
| Bollard Group LLC | 35,962 | $2.08M | 0.06% | +3,507+10.8% | Added |
| SG Americas Securities, LLC | 36,373 | $2.10M | 0.01% | +5,792+18.9% | Added |
| Navellier & Associates Inc | 36,596 | $2.11M | 0.26% | −2,399−6.2% | Reduced |
| Security National Bank | 36,774 | $2.12M | 0.32% | −5,308−12.6% | Reduced |
| FNY Investment Advisers, LLC | 37,127 | $2.14M | 1.39% | +34,729+1,448.2% | Added |
| Simmons Bank | 38,373 | $2.21M | 0.17% | +3,911+11.3% | Added |
| Signaturefd, LLC | 38,848 | $2.24M | 0.05% | −2,243−5.5% | Reduced |
| Canal Insurance CO | 40,000 | $2.31M | 0.59% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 40,941 | $2.36M | 0.02% | +236+0.6% | Added |
| Fifth Third Bancorp | 41,253 | $2.38M | 0.01% | −14,832−26.4% | Reduced |
| Nine Masts Capital Ltd | 42,041 | $2.43M | 0.63% | +42,041 | New |
| Baird Financial Group, Inc. | 42,561 | $2.46M | 0.01% | −1,887−4.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 43,432 | $2.51M | 1.59% | +28+0.1% | Added |
| MML Investors Services, LLC | 43,534 | $2.51M | 0.01% | −16,129−27.0% | Reduced |
| BNP Paribas Arbitrage, SA | 43,562 | $2.51M | 0.00% | +25,527+141.5% | Added |
| GWM Advisors LLC | 43,710 | $2.52M | 0.02% | +3,743+9.4% | Added |
| Yousif Capital Management, LLC | 43,991 | $2.54M | 0.03% | −605−1.4% | Reduced |
| Syon Capital LLC | 44,143 | $2.55M | 0.24% | +1,119+2.6% | Added |
| GTS Securities LLC | 44,351 | $2.56M | 0.07% | −13,117−22.8% | Reduced |
| Susquehanna International Securities, Ltd. | 44,508 | $2.57M | 1.03% | +1,325+3.1% | Added |
| IPG Investment Advisors LLC | 45,185 | $2.61M | 0.57% | +45,185 | New |
| Marco Investment Management LLC | 45,264 | $2.61M | 0.25% | −300−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 43,162 | $2.62M | 0.02% | +43,162 | New |
| Bridge Creek Capital Management LLC | 46,414 | $2.68M | 0.86% | +100+0.2% | Added |
| Sit Investment Associates Inc | 46,975 | $2.71M | 0.06% | −6,010−11.3% | Reduced |
| Cohen Investment Advisors LLC | 47,565 | $2.74M | 1.78% | +1,245+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,813 | $2.76M | 0.15% | +266+0.6% | Added |
| Associated Banc-Corp | 48,717 | $2.81M | 0.09% | +190+0.4% | Added |
| Beacon Pointe Advisors, LLC | 48,970 | $2.83M | 0.03% | −562−1.1% | Reduced |
| Wambolt & Associates, LLC | 48,654 | $2.84M | 0.85% | +7,689+18.8% | Added |
| Balentine LLC | 49,359 | $2.85M | 0.08% | −6,517−11.7% | Reduced |
| Kestra Advisory Services, LLC | 49,390 | $2.85M | 0.02% | +3,796+8.3% | Added |
| Janney Montgomery Scott LLC | 49,988 | $2.88M | 0.01% | +984+2.0% | Added |
| TD Asset Management Inc | 50,187 | $2.90M | 0.00% | −352−0.7% | Reduced |
| Ingalls & Snyder LLC | 50,540 | $2.92M | 0.13% | −571−1.1% | Reduced |
| Wetherby Asset Management Inc | 50,971 | $2.94M | 0.14% | −612−1.2% | Reduced |
| Ritholtz Wealth Management | 51,382 | $2.96M | 0.10% | +14,197+38.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,476 | $3.03M | 0.01% | −10,275−16.4% | Reduced |
| South State Corp. | 53,022 | $3.06M | 0.24% | +2,079+4.1% | Added |
| Cetera Investment Advisers | 54,539 | $3.15M | 0.01% | +43,682+402.3% | Added |
| Pathstone Holdings, LLC | 55,426 | $3.20M | 0.02% | +16,834+43.6% | Added |
| Nichols & Pratt Advisers LLP | 55,964 | $3.23M | 0.22% | −55−0.1% | Reduced |
| Naviter Wealth, LLC | 57,149 | $3.30M | 0.54% | +8,296+17.0% | Added |
| Lyell Wealth Management, LP | 59,917 | $3.46M | 0.35% | +156+0.3% | Added |
| Shorepath Capital Management LLC | 63,181 | $3.64M | 2.88% | −562−0.9% | Reduced |
| Advisors Asset Management, Inc. | 63,559 | $3.67M | 0.07% | −5,572−8.1% | Reduced |
| Old Mission Capital LLC | 64,084 | $3.70M | 0.09% | −148,803−69.9% | Reduced |
| Petredis Investment Advisors LLC | 65,183 | $3.76M | 0.45% | +1,724+2.7% | Added |
| Principal Financial Group Inc | 65,266 | $3.77M | 0.00% | +65,266 | New |
| NewEdge Wealth, LLC | 68,378 | $3.80M | 0.09% | +16,863+32.7% | Added |
| Cresset Asset Management, LLC | 66,123 | $3.81M | 0.02% | −1,947−2.9% | Reduced |
| JustInvest LLC | 66,144 | $3.82M | 0.08% | +8,722+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,482 | $3.84M | 0.01% | +35+0.1% | Added |
| Hourglass Capital, LLC | 68,035 | $3.92M | 1.18% | −1,883−2.7% | Reduced |
| Callahan Advisors, LLC | 68,438 | $3.95M | 0.41% | −28,182−29.2% | Reduced |
| Avantax Advisory Services, Inc. | 68,558 | $3.96M | 0.04% | +50,095+271.3% | Added |
| The PNC Financial Services Group, Inc. | 73,321 | $4.23M | 0.00% | −2,032−2.7% | Reduced |
| Van Eck Associates Corp | 75,292 | $4.34M | 0.01% | +75,292 | New |
| Jamison Private Wealth Management, Inc. | 76,963 | $4.44M | 0.75% | +382+0.5% | Added |
| Amundi | 76,644 | $4.44M | 0.00% | −4,452−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 77,900 | $4.49M | 0.04% | +65,380+522.2% | Added |
| LSV Asset Management | 79,100 | $4.56M | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 81,559 | $4.71M | 2.04% | −736−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 83,101 | $4.80M | 0.01% | −21,178−20.3% | Reduced |
| Earnest Partners LLC | 83,691 | $4.83M | 0.02% | +9,021+12.1% | Added |
| Truist Financial Corp | 84,711 | $4.89M | 0.01% | −12,882−13.2% | Reduced |
| Crossmark Global Holdings, Inc. | 85,383 | $4.93M | 0.09% | −8,077−8.6% | Reduced |
| Aquatic Capital Management LLC | 85,600 | $4.94M | 0.16% | +73,800+625.4% | Added |
| Quantinno Capital Management LP | 85,687 | $4.94M | 0.11% | +436+0.5% | Added |
| Meritage Portfolio Management | 86,850 | $5.01M | 0.32% | +46,999+117.9% | Added |
| Stonebridge Capital Advisors LLC | 87,827 | $5.07M | 0.46% | +4,436+5.3% | Added |
| Credit Suisse AG | 87,964 | $5.07M | 0.00% | −2,961−3.3% | Reduced |
| SEI Investments Co | 91,313 | $5.27M | 0.01% | +8,511+10.3% | Added |
| Holowesko Partners Ltd. | 91,900 | $5.30M | 2.17% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 93,400 | $5.39M | 0.01% | −105,200−53.0% | Reduced |
| Shelter Mutual Insurance Co | 94,680 | $5.46M | 1.41% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 94,844 | $5.47M | 0.00% | +13,725+16.9% | Added |
| PKO Investment Management Joint-Stock Co | 99,308 | $5.76M | 0.68% | −12,692−11.3% | Reduced |
| Fusion Capital, LLC | 105,767 | $6.10M | 2.79% | +5,059+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 105,795 | $6.10M | 0.23% | +13,451+14.6% | Added |
| D. E. Shaw & Co., Inc. | 109,929 | $6.34M | 0.01% | +109,929 | New |
| TLS Advisors LLC | 111,960 | $6.46M | 15.96% | +84,300+304.8% | Added |
| Guardian Capital Advisors LP | 110,700 | $6.47M | 0.70% | −3,132−2.8% | Reduced |