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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 66,078 | $4.20M | 0.58% | +2,959+4.7% | Added |
| GWM Advisors LLC | 66,483 | $4.13M | 0.03% | −7,941−10.7% | Reduced |
| FORA Capital, LLC | 66,438 | $4.13M | 0.49% | +66,438 | New |
| Raymond James Financial Services Advisors, Inc. | 65,659 | $4.08M | 0.01% | −7,162−9.8% | Reduced |
| Petredis Investment Advisors LLC | 65,391 | $4.06M | 0.43% | +278+0.4% | Added |
| LMR Partners LLP | 64,547 | $4.01M | 0.09% | −15,311−19.2% | Reduced |
| The PNC Financial Services Group, Inc. | 64,415 | $4.00M | 0.00% | −98−0.2% | Reduced |
| Shorepath Capital Management LLC | 64,128 | $3.98M | 2.92% | +482+0.8% | Added |
| CIBC World Markets Inc. | 62,745 | $3.90M | 0.01% | +1,317+2.1% | Added |
| Ritholtz Wealth Management | 61,657 | $3.83M | 0.12% | +9,063+17.2% | Added |
| South State Corp. | 60,915 | $3.78M | 0.26% | +2,560+4.4% | Added |
| Advisor Group Holdings, Inc. | 60,295 | $3.75M | 0.01% | −3,151−5.0% | Reduced |
| SEI Investments Co | 60,006 | $3.73M | 0.00% | −34,436−36.5% | Reduced |
| Peapack Gladstone Financial Corp | 59,502 | $3.69M | 0.05% | +6,863+13.0% | Added |
| Callahan Advisors, LLC | 57,712 | $3.58M | 0.35% | −9,435−14.1% | Reduced |
| Strengthening Families & Communities, LLC | 111,694 | $3.56M | 0.91% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 56,114 | $3.49M | 0.23% | +1,050+1.9% | Added |
| Bollard Group LLC | 55,462 | $3.44M | 0.09% | +14,200+34.4% | Added |
| Truist Financial Corp | 55,157 | $3.43M | 0.01% | −24,071−30.4% | Reduced |
| D. E. Shaw & Co., Inc. | 55,083 | $3.42M | 0.00% | +47,483+624.8% | Added |
| Kestra Advisory Services, LLC | 53,454 | $3.32M | 0.02% | +327+0.6% | Added |
| Cohen Investment Advisors LLC | 51,962 | $3.23M | 1.97% | +5,515+11.9% | Added |
| Simplex Trading, LLC | 51,503 | $3.20M | 0.11% | +27,737+116.7% | Added |
| Advisors Asset Management, Inc. | 49,749 | $3.09M | 0.06% | −5,247−9.5% | Reduced |
| Cetera Investment Advisers | 49,547 | $3.08M | 0.01% | −6,129−11.0% | Reduced |
| D.A. Davidson & Co. | 49,498 | $3.07M | 0.03% | −2,998−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,967 | $3.04M | 0.01% | +452+0.9% | Added |
| Bayesian Capital Management, LP | 48,900 | $3.04M | 0.36% | +38,279+360.4% | Added |
| Bridge Creek Capital Management LLC | 48,299 | $3.00M | 0.90% | +1,425+3.0% | Added |
| Bridgewater Associates, LP | 47,980 | $2.98M | 0.02% | +47,980 | New |
| Associated Banc-Corp | 47,809 | $2.97M | 0.09% | −1,185−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 46,495 | $2.89M | 0.03% | −1,530−3.2% | Reduced |
| Simmons Bank | 45,053 | $2.80M | 0.20% | +4,395+10.8% | Added |
| Pathstone Holdings, LLC | 44,844 | $2.79M | 0.01% | −13,229−22.8% | Reduced |
| TD Waterhouse Canada Inc. | 44,589 | $2.78M | 0.02% | +429+1.0% | Added |
| Stratos Wealth Advisors, LLC | 44,271 | $2.75M | 0.13% | +18,963+74.9% | Added |
| Groupama Asset Managment | 208,120 | $2.61M | 0.07% | +90,668+77.2% | Added |
| Northcape Wealth Management, LLC | 42,030 | $2.61M | 0.86% | +2,629+6.7% | Added |
| Marco Investment Management LLC | 41,509 | $2.58M | 0.22% | −3,650−8.1% | Reduced |
| Sit Investment Associates Inc | 40,650 | $2.52M | 0.06% | −2,860−6.6% | Reduced |
| Janney Montgomery Scott LLC | 40,225 | $2.50M | 0.01% | −11,988−23.0% | Reduced |
| Canal Insurance CO | 40,000 | $2.48M | 0.58% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 39,214 | $2.44M | 0.11% | −8,037−17.0% | Reduced |
| Yousif Capital Management, LLC | 39,001 | $2.42M | 0.03% | −1,734−4.3% | Reduced |
| Optimist Retirement Group LLC | 38,823 | $2.41M | 1.09% | +5,432+16.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,381 | $2.38M | 0.11% | −7,924−17.1% | Reduced |
| Security National Bank | 38,141 | $2.37M | 0.32% | +1,581+4.3% | Added |
| Sequoia Financial Advisors, LLC | 38,007 | $2.37M | 0.03% | +10,507+38.2% | Added |
| Fifth Third Bancorp | 37,825 | $2.35M | 0.01% | +191+0.5% | Added |
| RSM US Wealth Management LLC | 36,746 | $2.34M | 0.03% | −701−1.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 37,340 | $2.32M | 0.62% | −952−2.5% | Reduced |
| Tocqueville Asset Management L.P. | 37,150 | $2.31M | 0.04% | −2,700−6.8% | Reduced |
| Walleye Capital LLC | 36,101 | $2.24M | 0.02% | +30,760+575.9% | Added |
| Stonegate Investment Group, LLC | 36,010 | $2.24M | 0.06% | +84+0.2% | Added |
| Syon Capital LLC | 35,982 | $2.23M | 0.20% | −7,629−17.5% | Reduced |
| Jeppson Wealth Management, LLC | 35,871 | $2.23M | 0.80% | +3,430+10.6% | Added |
| Lockheed Martin Investment Management Co | 35,860 | $2.23M | 0.10% | −2,540−6.6% | Reduced |
| Balyasny Asset Management LLC | 35,389 | $2.20M | 0.01% | +35,389 | New |
| Y-Intercept (Hong Kong) Ltd | 35,140 | $2.18M | 0.13% | +35,140 | New |
| Scotia Capital Inc. | 34,311 | $2.13M | 0.01% | +3,479+11.3% | Added |
| Veriti Management LLC | 34,039 | $2.11M | 0.11% | −1,898−5.3% | Reduced |
| 1832 Asset Management L.P. | 33,954 | $2.11M | 0.00% | +13,054+62.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,867 | $2.10M | 0.00% | +14,700+76.7% | Added |
| Family Management Corp | 33,736 | $2.10M | 0.35% | +840+2.6% | Added |
| Seven Eight Capital, LP | 33,326 | $2.07M | 0.19% | −17,510−34.4% | Reduced |
| Vident Advisory, LLC | 33,321 | $2.07M | 0.05% | −3,548−9.6% | Reduced |
| Forum Financial Management, LP | 32,707 | $2.03M | 0.03% | +68+0.2% | Added |
| Signaturefd, LLC | 32,308 | $2.01M | 0.04% | −7,759−19.4% | Reduced |
| Moors & Cabot, Inc. | 32,007 | $1.99M | 0.10% | −776−2.4% | Reduced |
| Davenport & Co LLC | 31,668 | $1.97M | 0.01% | −481−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 31,184 | $1.94M | 0.04% | −1,789−5.4% | Reduced |
| CAPROCK Group, Inc. | 30,330 | $1.93M | 0.07% | +396+1.3% | Added |
| Strong Tower Advisory Services | 30,720 | $1.91M | 0.53% | +7,101+30.1% | Added |
| Frank, Rimerman Advisors LLC | 30,420 | $1.89M | 0.13% | −3,312−9.8% | Reduced |
| Baird Financial Group, Inc. | 29,669 | $1.84M | 0.00% | −17,357−36.9% | Reduced |
| TD Asset Management Inc | 29,090 | $1.80M | 0.00% | −4,988−14.6% | Reduced |
| Keybank National Association | 28,828 | $1.79M | 0.01% | −2,136−6.9% | Reduced |
| Rossmore Private Capital | 28,655 | $1.78M | 0.22% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 27,736 | $1.72M | 0.17% | −1,963−6.6% | Reduced |
| Quantbot Technologies LP | 26,581 | $1.65M | 0.07% | +6,519+32.5% | Added |
| Vise Technologies, Inc. | 25,920 | $1.61M | 0.20% | +8,042+45.0% | Added |
| Highland Capital Management, LLC | 25,313 | $1.57M | 0.09% | −100−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 24,814 | $1.54M | 0.00% | −71,017−74.1% | Reduced |
| Castellan Group, LLC | 24,485 | $1.52M | 0.64% | 00.0% | Unchanged |
| MML Investors Services, LLC | 24,211 | $1.50M | 0.01% | −10,355−30.0% | Reduced |
| Greenleaf Trust | 23,614 | $1.47M | 0.01% | +2,314+10.9% | Added |
| Northwestern Mutual Wealth Management Co | 22,882 | $1.42M | 0.00% | +11,547+101.9% | Added |
| Jones Financial Companies LLLP | 22,473 | $1.39M | 0.00% | +14,596+185.3% | Added |
| Norris Financial Group, LLC | 22,295 | $1.38M | 0.68% | +122+0.6% | Added |
| South Street Advisors LLC | 22,100 | $1.37M | 0.21% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 22,094 | $1.37M | 0.02% | −1,946−8.1% | Reduced |
| Schroder Investment Management Group | 22,102 | $1.37M | 0.00% | −3,424−13.4% | Reduced |
| Lyell Wealth Management, LP | 21,462 | $1.33M | 0.12% | −33,215−60.7% | Reduced |
| GTS Securities LLC | 21,227 | $1.32M | 0.03% | +5,717+36.9% | Added |
| Donoghue Forlines LLC | 21,055 | $1.31M | 0.37% | +2,299+12.3% | Added |
| Montgomery Investment Management Inc | 19,800 | $1.23M | 0.45% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 19,748 | $1.23M | 0.19% | +1,730+9.6% | Added |
| Johnson Investment Counsel Inc | 19,311 | $1.20M | 0.01% | +1,130+6.2% | Added |
| Ausbil Investment Management Ltd | 38,000 | $1.18M | 0.41% | +38,000 | New |
| Brinker Capital Investments, LLC | 18,688 | $1.16M | 0.01% | −4,320−18.8% | Reduced |