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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 11,028 | $636.2K | 0.02% | +11,008+55,040.0% | Added |
| Founders Financial Securities LLC | 10,926 | $630.3K | 0.07% | +10,926 | New |
| Veracity Capital LLC | 10,831 | $624.9K | 0.24% | −3,052−22.0% | Reduced |
| Inspire Advisors, LLC | 10,684 | $616.3K | 0.09% | +837+8.5% | Added |
| Private Advisor Group, LLC | 10,673 | $615.7K | 0.00% | −228−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,652 | $614.5K | 0.04% | +608+6.1% | Added |
| Kingsview Wealth Management, LLC | 10,539 | $608.0K | 0.02% | +14+0.1% | Added |
| Whittier Trust Co | 10,531 | $607.4K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 8,804 | $601.4K | 0.17% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 10,384 | $599.0K | 0.17% | −2,115−16.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,298 | $594.1K | 0.03% | −569−5.2% | Reduced |
| Walleye Capital LLC | 10,196 | $588.2K | 0.01% | −113,650−91.8% | Reduced |
| Aaron Wealth Advisors | 10,157 | $586.0K | 0.08% | +5,010+97.3% | Added |
| Pekin Hardy Strauss, Inc. | 10,153 | $585.7K | 0.08% | +650+6.8% | Added |
| Legal Advantage Investments, Inc. | 10,118 | $583.7K | 0.33% | −493−4.6% | Reduced |
| Parallel Advisors, LLC | 10,102 | $582.8K | 0.02% | −1,835−15.4% | Reduced |
| Wolverine Trading, LLC | 10,060 | $580.4K | 0.01% | +5,845+138.7% | Added |
| RNC Capital Management LLC | 10,031 | $578.7K | 0.03% | −53−0.5% | Reduced |
| Mosaic Financial Group, LLC | 10,000 | $577.0K | 0.46% | +10,000 | New |
| Highline Wealth Partners LLC | 10,000 | $576.9K | 0.24% | 00.0% | Unchanged |
| State Street Corp | 9,934 | $573.1K | 0.00% | −290−2.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 9,781 | $564.3K | 0.07% | +168+1.7% | Added |
| Ieq Capital, LLC | 9,763 | $563.2K | 0.01% | +396+4.2% | Added |
| Invictus Private Wealth, LLC | 9,710 | $560.2K | 0.05% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 9,643 | $556.3K | 0.23% | +3,706+62.4% | Added |
| Bowen Hanes & Co Inc | 9,575 | $552.0K | 0.02% | −350−3.5% | Reduced |
| Callan Capital, LLC | 9,498 | $547.9K | 0.05% | +3,002+46.2% | Added |
| Marks Group Wealth Management, Inc | 9,444 | $544.8K | 0.06% | −3,477−26.9% | Reduced |
| PEAK6 Investments LLC | 9,269 | $534.7K | 0.03% | +9,269 | New |
| Archford Capital Strategies, LLC | 9,231 | $532.5K | 0.09% | +334+3.8% | Added |
| Prudential Financial Inc | 9,210 | $531.3K | 0.00% | −3,558−27.9% | Reduced |
| Baker Avenue Asset Management, LP | 9,091 | $524.5K | 0.02% | +298+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 9,089 | $524.2K | 0.02% | +166+1.9% | Added |
| Cadence Wealth Management LLC | 9,033 | $521.1K | 0.54% | +35+0.4% | Added |
| Fractal Investments LLC | 9,000 | $519.2K | 0.09% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 8,972 | $517.6K | 0.02% | −691−7.2% | Reduced |
| Caas Capital Management LP | 8,956 | $516.7K | 0.22% | +8,956 | New |
| Paradiem, LLC | 8,762 | $505.5K | 0.12% | −514−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,708 | $502.4K | 0.00% | −219−2.5% | Reduced |
| Highlander Capital Management, LLC | 8,700 | $501.9K | 0.17% | −200−2.2% | Reduced |
| Teamwork Financial Advisors, LLC | 8,654 | $499.3K | 0.08% | +140+1.6% | Added |
| Intrust Bank NA | 8,652 | $499.1K | 0.05% | +258+3.1% | Added |
| Mission Wealth Management, LP | 8,642 | $498.6K | 0.01% | +830+10.6% | Added |
| Chicago Partners Investment Group LLC | 8,481 | $497.8K | 0.02% | +444+5.5% | Added |
| HSBC Holdings PLC | 8,534 | $492.3K | 0.00% | +77+0.9% | Added |
| Benedict Financial Advisors Inc | 8,399 | $484.6K | 0.12% | +115+1.4% | Added |
| West Family Investments, Inc. | 8,286 | $478.0K | 0.15% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,221 | $474.3K | 0.11% | −70−0.8% | Reduced |
| Ballentine Partners, LLC | 8,212 | $473.8K | 0.01% | +205+2.6% | Added |
| CWM, LLC | 8,084 | $466.0K | 0.00% | +566+7.5% | Added |
| Nomura Holdings Inc | 8,024 | $462.9K | 0.00% | +8,024 | New |
| Prime Capital Investment Advisors, LLC | 7,970 | $459.8K | 0.01% | −10,845−57.6% | Reduced |
| Breakwater Capital Group | 7,952 | $458.8K | 0.12% | −1,357−14.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,945 | $458.3K | 0.04% | +95+1.2% | Added |
| One Wealth Advisors, LLC | 7,942 | $458.2K | 0.08% | +4,254+115.3% | Added |
| Perigon Wealth Management, LLC | 7,882 | $454.7K | 0.01% | +95+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,862 | $453.6K | 0.03% | −37,249−82.6% | Reduced |
| Avidian Wealth Solutions, LLC | 7,777 | $448.7K | 0.02% | +335+4.5% | Added |
| Pinnacle West Asset Management, Inc. | 7,725 | $446.0K | 0.35% | +25+0.3% | Added |
| AQR Capital Management LLC | 7,673 | $442.7K | 0.00% | +7,673 | New |
| Valeo Financial Advisors, LLC | 7,411 | $439.0K | 0.02% | −884−10.7% | Reduced |
| MAI Capital Management | 7,583 | $437.5K | 0.00% | −582−7.1% | Reduced |
| Gallacher Capital Management LLC | 7,561 | $436.2K | 0.22% | +738+10.8% | Added |
| Venturi Wealth Management, LLC | 7,547 | $435.4K | 0.03% | +40+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 7,524 | $434.0K | 0.10% | −133−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,477 | $431.3K | 0.06% | +333+4.7% | Added |
| Axxcess Wealth Management, LLC | 7,443 | $429.4K | 0.01% | +37+0.5% | Added |
| Harbour Capital Advisors, LLC | 7,197 | $425.8K | 0.11% | +7,197 | New |
| TruWealth Advisors, LLC | 7,254 | $418.5K | 0.03% | +360+5.2% | Added |
| Legacy Financial Advisors, Inc. | 7,238 | $417.5K | 0.07% | −581−7.4% | Reduced |
| Confluence Investment Management LLC | 7,224 | $416.8K | 0.01% | −94−1.3% | Reduced |
| Chronos Wealth Management, LLC | 7,200 | $415.4K | 0.24% | −100−1.4% | Reduced |
| International Assets Investment Management, LLC | 7,098 | $414.2K | 0.04% | +294+4.3% | Added |
| AE Wealth Management LLC | 7,112 | $410.3K | 0.00% | −20,205−74.0% | Reduced |
| Straight Path Wealth Management | 7,050 | $406.7K | 0.23% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 7,044 | $406.4K | 0.04% | +7,044 | New |
| Ethic Inc. | 6,832 | $394.1K | 0.01% | +121+1.8% | Added |
| Synovus Financial Corp | 6,826 | $393.9K | 0.01% | +984+16.8% | Added |
| HRT Financial LP | 6,809 | $392.0K | 0.00% | +6,809 | New |
| Heron Bay Capital Management | 6,732 | $388.4K | 0.08% | −33−0.5% | Reduced |
| Qtron Investments LLC | 6,659 | $384.2K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,658 | $384.1K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 6,590 | $380.2K | 0.18% | −50−0.8% | Reduced |
| Essex Financial Services, Inc. | 6,588 | $380.1K | 0.04% | −934−12.4% | Reduced |
| Wall Street Access Asset Management, LLC | 6,505 | $375.3K | 0.16% | +6,505 | New |
| American Trust Investment Advisors, LLC | 6,454 | $372.3K | 0.18% | −1,915−22.9% | Reduced |
| PDS Planning, Inc | 6,430 | $370.9K | 0.04% | −15−0.2% | Reduced |
| Pacifica Partners Inc. | 6,499 | $369.9K | 0.16% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,405 | $369.5K | 0.07% | −92−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 6,392 | $368.8K | 0.01% | −6,971−52.2% | Reduced |
| Shelton Capital Management | 6,300 | $363.4K | 0.01% | +6,300 | New |
| Principal Securities, Inc. | 6,217 | $358.7K | 0.01% | +2,009+47.7% | Added |
| Spire Wealth Management | 6,195 | $357.4K | 0.01% | −1,520−19.7% | Reduced |
| Dynamic Advisor Solutions LLC | 6,194 | $357.3K | 0.01% | +6,194 | New |
| Mutual Advisors, LLC | 6,189 | $357.0K | 0.01% | +648+11.7% | Added |
| Rathbone Brothers plc | 6,146 | $355.0K | 0.00% | −973−13.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,104 | $352.2K | 0.02% | −524−7.9% | Reduced |
| Stephenson National Bank & Trust | 6,051 | $349.1K | 0.12% | +42+0.7% | Added |
| Touchstone Capital, Inc. | 5,997 | $346.0K | 0.43% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,959 | $343.8K | 0.09% | −10,263−63.3% | Reduced |