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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 331 | $19.1K | 0.00% | +331 | New |
| Provenance Wealth Advisors, LLC | 330 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 328 | $18.9K | 0.00% | +205+166.7% | Added |
| Sound Income Strategies, LLC | 328 | $18.9K | 0.00% | +245+295.2% | Added |
| Covestor Ltd | 307 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 302 | $17.4K | 0.00% | −324−51.8% | Reduced |
| CoreFirst Bank & Trust | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 297 | $17.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 281 | $16.3K | 0.01% | +181+181.0% | Added |
| Centerpoint Advisors, LLC | 275 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 261 | $15.1K | 0.00% | −811−75.7% | Reduced |
| Private Ocean, LLC | 255 | $14.7K | 0.00% | +255 | New |
| FSA Wealth Management LLC | 250 | $14.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 250 | $14.4K | 0.01% | +250 | New |
| Trust Co | 249 | $14.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 238 | $13.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 236 | $13.6K | 0.00% | −62−20.8% | Reduced |
| McIlrath & Eck, LLC | 232 | $13.4K | 0.00% | +232 | New |
| Continuum Advisory, LLC | 233 | $13.3K | 0.00% | +233 | New |
| Private Trust Co NA | 229 | $13.2K | 0.00% | −100−30.4% | Reduced |
| Beacon Capital Management, LLC | 229 | $13.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $13.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 225 | $13.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 215 | $12.4K | 0.01% | +215 | New |
| AlphaMark Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $11.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 200 | $11.5K | 0.00% | +5+2.6% | Added |
| Stephens Consulting, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $11.5K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 189 | $11.0K | 0.00% | +100+112.4% | Added |
| Orion Capital Management LLC | 180 | $10.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 167 | $9.63K | 0.00% | −39−18.9% | Reduced |
| Breakwater Investment Management | 160 | $9.23K | 0.00% | +160 | New |
| ICA Group Wealth Management, LLC | 157 | $9.03K | 0.00% | +4+2.6% | Added |
| TruNorth Capital Management, LLC | 152 | $8.77K | 0.00% | +152 | New |
| Washington Trust Advisors, Inc. | 143 | $8.25K | 0.00% | −38−21.0% | Reduced |
| Old Point Trust & Financial Services N A | 143 | $8.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 142 | $8.19K | 0.00% | +61+75.3% | Added |
| Redmont Wealth Advisors LLC | 135 | $7.79K | 0.01% | +135 | New |
| Washington Trust Co | 133 | $7.67K | 0.00% | +133 | New |
| Arlington Trust Co LLC | 130 | $7.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 125 | $7.21K | 0.00% | +125 | New |
| Signature Resources Capital Management, LLC | 102 | $6.97K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 116 | $6.69K | 0.00% | −3,093−96.4% | Reduced |
| Founders Capital Management | 101 | $5.83K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 100 | $5.80K | 0.01% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 85 | $4.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $4.62K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $4.15K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $3.52K | 0.00% | −7−10.4% | Reduced |
| Missouri Trust & Investment Co | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 48 | $2.77K | 0.00% | +48 | New |
| Western Pacific Wealth Management, LP | 46 | $2.67K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 46 | $2.65K | 0.00% | +46 | New |
| Colonial Trust Co | 44 | $2.55K | 0.00% | −7−13.7% | Reduced |
| Abich Financial Wealth Management LLC | 43 | $2.48K | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 44 | $2.48K | 0.00% | +38+633.3% | Added |
| Abound Wealth Management | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 40 | $2.31K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 38 | $2.24K | 0.00% | −4−9.5% | Reduced |
| Salomon & Ludwin, LLC | 37 | $2.13K | 0.00% | +6+19.4% | Added |
| Nemes Rush Group LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $1.73K | 0.00% | +30 | New |
| Byrne Asset Management LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $1.15K | 0.00% | +20 | New |
| City State Bank | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $692 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $692 | 0.00% | +12 | New |
| Cedar Wealth Management, LLC | 12 | $692 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 12 | $671 | 0.00% | +1+9.1% | Added |
| Bell Investment Advisors, Inc | 10 | $577 | 0.00% | −75−88.2% | Reduced |
| Sofos Investments, Inc. | 3 | $219 | 0.00% | +2+200.0% | Added |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −118,500−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −84,623−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −77,400−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −72,542−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −66,435−100.0% | Sold out |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −49,724−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −49,036−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −48,738−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −38,491−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,012−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −28,602−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,145−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −18,327−100.0% | Sold out |