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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 3,400 | $211.2K | 0.01% | +3,400 | New |
| Prelude Capital Management, LLC | 3,400 | $211.2K | 0.02% | +3,400 | New |
| Cohen Capital Management, Inc. | 3,419 | $212.4K | 0.03% | +3,419 | New |
| Keel Point, LLC | 3,423 | $212.6K | 0.02% | +3,423 | New |
| AMG National Trust Bank | 3,467 | $215.3K | 0.01% | +3,467 | New |
| Compass Wealth Management LLC | 3,500 | $217.4K | 0.05% | −110−3.0% | Reduced |
| U S Global Investors Inc | 3,500 | $217.4K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,500 | $217.4K | 0.00% | +3,500 | New |
| Camden Capital, LLC | 3,293 | $218.3K | 0.02% | −252−7.1% | Reduced |
| Cadinha & Co LLC | 3,540 | $219.9K | 0.04% | −1,435−28.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,542 | $220.0K | 0.11% | +3,542 | New |
| Umb Bank N A | 3,549 | $220.4K | 0.00% | −270−7.1% | Reduced |
| Sivia Capital Partners, LLC | 3,561 | $221.2K | 0.13% | −1,533−30.1% | Reduced |
| MAI Capital Management | 3,578 | $222.2K | 0.00% | −4,465−55.5% | Reduced |
| National Asset Management, Inc. | 3,571 | $222.5K | 0.01% | −255−6.7% | Reduced |
| Cullen Investment Group, Ltd. | 3,615 | $224.5K | 0.03% | −109−2.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,620 | $224.8K | 0.02% | +2+0.1% | Added |
| HB Wealth Management, LLC | 3,629 | $225.4K | 0.00% | −362−9.1% | Reduced |
| TownSquare Capital, LLC | 3,653 | $226.9K | 0.00% | +3,653 | New |
| CVA Family Office, LLC | 3,711 | $230.5K | 0.04% | −24−0.6% | Reduced |
| Epoch Investment Partners, Inc. | 3,728 | $231.5K | 0.00% | +3,728 | New |
| Fox Run Management, L.L.C. | 3,744 | $232.5K | 0.05% | +3,744 | New |
| Seven Mile Advisory | 3,751 | $233.0K | 0.15% | +3,751 | New |
| Cozad Asset Management Inc | 3,761 | $233.6K | 0.02% | −609−13.9% | Reduced |
| Financial Advocates Investment Management | 3,763 | $233.7K | 0.01% | +600+19.0% | Added |
| Pacific Global Investment Management CO | 3,772 | $234.3K | 0.04% | −2,161−36.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,773 | $234.3K | 0.00% | −37−1.0% | Reduced |
| Sigma Planning Corp | 3,767 | $234.7K | 0.01% | +3,767 | New |
| Summit Trail Advisors, LLC | 3,709 | $236.2K | 0.01% | −310−7.7% | Reduced |
| Aprio Wealth Management, LLC | 3,825 | $237.6K | 0.04% | −596−13.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,841 | $238.5K | 0.01% | −937−19.6% | Reduced |
| Atria Wealth Solutions, Inc. | 3,758 | $239.0K | 0.00% | −6,821−64.5% | Reduced |
| Capital Market Strategies LLC | 3,850 | $239.1K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,860 | $239.2K | 0.01% | +167+4.5% | Added |
| Leonteq Securities AG | 3,872 | $240.5K | 0.03% | −3,556−47.9% | Reduced |
| First Citizens Bank & Trust Co | 3,878 | $240.9K | 0.01% | +3,878 | New |
| EP Wealth Advisors, LLC | 3,895 | $241.9K | 0.00% | +3,895 | New |
| Segment Wealth Management, LLC | 3,895 | $241.9K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,905 | $242.5K | 0.00% | +13+0.3% | Added |
| Vista Wealth Management Group, LLC | 3,908 | $242.7K | 0.02% | +3,908 | New |
| Assetmark, Inc | 3,910 | $242.9K | 0.00% | +108+2.8% | Added |
| TD Private Client Wealth LLC | 3,961 | $246.0K | 0.01% | −846−17.6% | Reduced |
| CapWealth Advisors, LLC | 4,000 | $248.4K | 0.03% | 00.0% | Unchanged |
| VPR Management LLC | 4,000 | $248.4K | 0.09% | +4,000 | New |
| Bahl & Gaynor Inc | 4,075 | $253.1K | 0.00% | +4,075 | New |
| Brighton Jones LLC | 4,105 | $255.0K | 0.01% | +155+3.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,137 | $256.9K | 0.01% | +93+2.3% | Added |
| Kovack Advisors, Inc. | 4,138 | $257.0K | 0.03% | −500−10.8% | Reduced |
| Knollwood Investment Advisory, LLC | 4,150 | $257.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,840 | $262.3K | 0.00% | −493−11.4% | Reduced |
| Roberts Glore & Co Inc | 4,245 | $263.7K | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,252 | $264.1K | 0.01% | −60−1.4% | Reduced |
| Smartleaf Asset Management LLC | 4,266 | $264.5K | 0.03% | +3,334+357.7% | Added |
| MAS Advisors LLC | 4,294 | $266.7K | 0.57% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,350 | $270.2K | 0.00% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 4,401 | $273.3K | 0.22% | +4,401 | New |
| Texas Yale Capital Corp. | 4,410 | $273.9K | 0.01% | +4,410 | New |
| Carnegie Capital Asset Management, LLC | 4,496 | $279.2K | 0.01% | −6,246−58.1% | Reduced |
| Passumpsic Savings Bank | 4,548 | $282.5K | 0.19% | +349+8.3% | Added |
| Twin Tree Management, LP | 4,572 | $284.0K | 0.01% | −2,308−33.5% | Reduced |
| Mather Group, LLC. | 4,579 | $284.4K | 0.00% | −2,002−30.4% | Reduced |
| Legacy Financial Advisors, Inc. | 4,601 | $285.8K | 0.05% | −3,885−45.8% | Reduced |
| Venturi Wealth Management, LLC | 4,604 | $286.0K | 0.01% | +118+2.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $291.9K | 0.18% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,709 | $292.5K | 0.20% | −95−2.0% | Reduced |
| Welch & Forbes LLC | 4,715 | $292.8K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,734 | $294.0K | 0.01% | +4,734 | New |
| Gryphon Financial Partners LLC | 4,757 | $295.5K | 0.04% | +1,124+30.9% | Added |
| Coldstream Capital Management Inc | 4,819 | $299.3K | 0.01% | +719+17.5% | Added |
| Thornburg Investment Management Inc | 4,885 | $303.4K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,843 | $307.9K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,967 | $308.5K | 0.01% | +4,967 | New |
| Redwood Wealth Management Group, LLC | 4,989 | $309.9K | 0.15% | −280−5.3% | Reduced |
| Timber Creek Capital Management LLC | 5,000 | $310.6K | 0.09% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 5,000 | $310.6K | 0.17% | +5,000 | New |
| Knights of Columbus Asset Advisors LLC | 5,021 | $311.9K | 0.02% | +190+3.9% | Added |
| Renasant Bank | 5,052 | $313.8K | 0.21% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,094 | $316.4K | 0.10% | −1,143−18.3% | Reduced |
| Bleakley Financial Group, LLC | 5,101 | $316.8K | 0.01% | +203+4.1% | Added |
| Traveka Wealth, LLC | 5,103 | $316.9K | 0.16% | −615−10.8% | Reduced |
| Mutual Advisors, LLC | 5,650 | $317.3K | 0.01% | −1,436−20.3% | Reduced |
| Essex Financial Services, Inc. | 5,648 | $319.9K | 0.02% | +75+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,176 | $321.5K | 0.01% | +5+0.1% | Added |
| Ameritas Advisory Services, LLC | 5,185 | $322.0K | 0.01% | +151+3.0% | Added |
| HSBC Holdings PLC | 5,188 | $322.3K | 0.00% | −7,574−59.3% | Reduced |
| Mindset Wealth Management, LLC | 5,210 | $323.6K | 0.13% | +5,210 | New |
| Spire Wealth Management | 5,230 | $324.8K | 0.01% | −935−15.2% | Reduced |
| Stonebridge Capital Advisors LLC | 5,236 | $325.2K | 0.03% | −527−9.1% | Reduced |
| Diligent Investors, LLC | 5,266 | $327.1K | 0.08% | +5,266 | New |
| Harmony Asset Management LLC | 5,271 | $327.4K | 0.12% | −85−1.6% | Reduced |
| Financial Sense Advisors, Inc. | 5,276 | $327.7K | 0.09% | −41,782−88.8% | Reduced |
| D.B. Root & Company, LLC | 5,305 | $329.5K | 0.11% | −7,313−58.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,327 | $330.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 5,341 | $331.7K | 0.00% | +942+21.4% | Added |
| Central Trust Co | 5,415 | $336.3K | 0.01% | −133−2.4% | Reduced |
| First Financial Corp | 5,429 | $337.2K | 0.16% | +188+3.6% | Added |
| Cromwell Holdings LLC | 5,530 | $343.5K | 0.22% | +298+5.7% | Added |
| Rathbone Brothers plc | 5,416 | $344.0K | 0.00% | −3,100−36.4% | Reduced |
| Freestone Capital Holdings, LLC | 5,567 | $345.8K | 0.01% | −216−3.7% | Reduced |
| Financial Management Professionals, Inc. | 5,570 | $346.0K | 0.04% | −23−0.4% | Reduced |