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, Q3 2024
Institutional positions in BHP Group Ltd as of Sep 30, 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
- 665
- +13 vs. Q2 2024
- Shares held
- 93.7M
- +1.11M (+1.2%) vs. Q2 2024
- Total value
- $5.74B
- +$460.7M (+8.7%) vs. Q2 2024
- New holders
- 85
- 188 more added
- Sold out
- 72
- 248 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1 | $68 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 6 | $373 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $497 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 12 | $722 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 55,899 | $900 | 0.00% | +55,820+70,658.2% | Added |
| Strategic Investment Solutions, Inc. | 16 | $981 | 0.00% | +16 | New |
| Capital Analysts, LLC | 22 | $1.00K | 0.00% | +22 | New |
| First Command Advisory Services, Inc. | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 22 | $1.37K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $1.59K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 26 | $1.61K | 0.00% | −251−90.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 26 | $1.61K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 31 | $1.93K | 0.00% | +31 | New |
| Hazlett, Burt & Watson, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 34 | $2.10K | 0.00% | +34 | New |
| Wiser Advisor Group LLC | 39 | $2.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $2.42K | 0.00% | +21+116.7% | Added |
| Spectrum Wealth Counsel, LLC | 40 | $2.48K | 0.00% | +40 | New |
| Colonial Trust Co | 44 | $2.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 44 | $2.80K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 47 | $2.94K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 53 | $3.29K | 0.00% | +18+51.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $3.66K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $3.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $3.85K | 0.00% | +62 | New |
| Valley National Advisers Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 263,666 | $4.25K | 0.00% | +259,022+5,577.6% | Added |
| Annapolis Financial Services, LLC | 72 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $4.68K | 0.00% | +26+46.4% | Added |
| Raffa Wealth Management, LLC | 80 | $4.97K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 80 | $4.97K | 0.00% | +80 | New |
| TruNorth Capital Management, LLC | 85 | $5.28K | 0.00% | +85 | New |
| Bell Investment Advisors, Inc | 89 | $5.53K | 0.00% | +2+2.3% | Added |
| Hoey Investments, Inc | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 93 | $5.78K | 0.00% | −7−7.0% | Reduced |
| Olistico Wealth, LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 100 | $6.21K | 0.00% | +100 | New |
| Founders Capital Management | 101 | $6.27K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 102 | $6.33K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 105 | $6.52K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 125 | $7.76K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 125 | $7.76K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 129 | $8.01K | 0.00% | +29+29.0% | Added |
| Washington Trust Co | 133 | $8.26K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 135 | $8.38K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 143 | $8.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 156 | $9.69K | 0.00% | +156 | New |
| Creative Financial Designs Inc | 157 | $9.78K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $9.94K | 0.00% | −68−29.8% | Reduced |
| Breakwater Investment Management | 160 | $9.94K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 164 | $10.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 173 | $10.7K | 0.00% | −6−3.4% | Reduced |
| Godsey & Gibb Associates | 175 | $10.9K | 0.00% | +175 | New |
| Avion Wealth | 189 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 191 | $11.9K | 0.00% | −240−55.7% | Reduced |
| AlphaMark Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 233 | $12.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $12.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 207 | $12.9K | 0.01% | +207 | New |
| Johnson Financial Group, Inc. | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 232 | $14.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 232 | $14.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 233 | $14.5K | 0.00% | +233 | New |
| Princeton Global Asset Management LLC | 242 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $15.5K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $15.5K | 0.01% | +250 | New |
| Zions Bancorporation, N.A. | 253 | $15.7K | 0.00% | −203−44.5% | Reduced |
| Centerpoint Advisors, LLC | 275 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 280 | $17.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $18.6K | 0.01% | +300 | New |
| Beacon Capital Management, LLC | 323 | $20.1K | 0.00% | +94+41.0% | Added |
| Bullock Wealth Management Group | 322 | $20.1K | 0.01% | −250−43.7% | Reduced |
| Provenance Wealth Advisors, LLC | 330 | $20.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 360 | $22.4K | 0.01% | −8−2.2% | Reduced |
| Financial Perspectives, Inc | 365 | $22.7K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 375 | $23.3K | 0.00% | +375 | New |
| Ameliora Wealth Management Ltd. | 380 | $23.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 385 | $23.9K | 0.00% | −259−40.2% | Reduced |
| GW&K Investment Management, LLC | 379 | $24.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 400 | $24.8K | 0.00% | −392−49.5% | Reduced |
| Global Wealth Strategies & Associates | 413 | $25.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 425 | $26.4K | 0.00% | +425 | New |
| SOA Wealth Advisors, LLC. | 430 | $26.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 433 | $27.4K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 432 | $27.5K | 0.00% | +432 | New |
| Credit Agricole S A | 452 | $28.1K | 0.00% | −852−65.3% | Reduced |
| Asset Dedication, LLC | 457 | $28.4K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 465 | $28.9K | 0.03% | +465 | New |
| NBC Securities, Inc. | 475 | $29.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 481 | $29.9K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 482 | $29.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 500 | $31.1K | 0.00% | −397−44.3% | Reduced |