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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 4,709 | $292.5K | 0.20% | −95−2.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $291.9K | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,604 | $286.0K | 0.01% | +118+2.6% | Added |
| Legacy Financial Advisors, Inc. | 4,601 | $285.8K | 0.05% | −3,885−45.8% | Reduced |
| Mather Group, LLC. | 4,579 | $284.4K | 0.00% | −2,002−30.4% | Reduced |
| Twin Tree Management, LP | 4,572 | $284.0K | 0.01% | −2,308−33.5% | Reduced |
| Passumpsic Savings Bank | 4,548 | $282.5K | 0.19% | +349+8.3% | Added |
| Carnegie Capital Asset Management, LLC | 4,496 | $279.2K | 0.01% | −6,246−58.1% | Reduced |
| Texas Yale Capital Corp. | 4,410 | $273.9K | 0.01% | +4,410 | New |
| Uhlmann Price Securities, LLC | 4,401 | $273.3K | 0.22% | +4,401 | New |
| Adviser Investments LLC | 4,350 | $270.2K | 0.00% | 00.0% | Unchanged |
| MAS Advisors LLC | 4,294 | $266.7K | 0.57% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,266 | $264.5K | 0.03% | +3,334+357.7% | Added |
| Wesbanco Bank Inc | 4,252 | $264.1K | 0.01% | −60−1.4% | Reduced |
| Roberts Glore & Co Inc | 4,245 | $263.7K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,840 | $262.3K | 0.00% | −493−11.4% | Reduced |
| Knollwood Investment Advisory, LLC | 4,150 | $257.8K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,138 | $257.0K | 0.03% | −500−10.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,137 | $256.9K | 0.01% | +93+2.3% | Added |
| Brighton Jones LLC | 4,105 | $255.0K | 0.01% | +155+3.9% | Added |
| Bahl & Gaynor Inc | 4,075 | $253.1K | 0.00% | +4,075 | New |
| CapWealth Advisors, LLC | 4,000 | $248.4K | 0.03% | 00.0% | Unchanged |
| VPR Management LLC | 4,000 | $248.4K | 0.09% | +4,000 | New |
| TD Private Client Wealth LLC | 3,961 | $246.0K | 0.01% | −846−17.6% | Reduced |
| Assetmark, Inc | 3,910 | $242.9K | 0.00% | +108+2.8% | Added |
| Vista Wealth Management Group, LLC | 3,908 | $242.7K | 0.02% | +3,908 | New |
| Kestra Private Wealth Services, LLC | 3,905 | $242.5K | 0.00% | +13+0.3% | Added |
| Segment Wealth Management, LLC | 3,895 | $241.9K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,895 | $241.9K | 0.00% | +3,895 | New |
| First Citizens Bank & Trust Co | 3,878 | $240.9K | 0.01% | +3,878 | New |
| Leonteq Securities AG | 3,872 | $240.5K | 0.03% | −3,556−47.9% | Reduced |
| Great Valley Advisor Group, Inc. | 3,860 | $239.2K | 0.01% | +167+4.5% | Added |
| Capital Market Strategies LLC | 3,850 | $239.1K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,758 | $239.0K | 0.00% | −6,821−64.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,841 | $238.5K | 0.01% | −937−19.6% | Reduced |
| Aprio Wealth Management, LLC | 3,825 | $237.6K | 0.04% | −596−13.5% | Reduced |
| Summit Trail Advisors, LLC | 3,709 | $236.2K | 0.01% | −310−7.7% | Reduced |
| Sigma Planning Corp | 3,767 | $234.7K | 0.01% | +3,767 | New |
| Cullen/Frost Bankers, Inc. | 3,773 | $234.3K | 0.00% | −37−1.0% | Reduced |
| Pacific Global Investment Management CO | 3,772 | $234.3K | 0.04% | −2,161−36.4% | Reduced |
| Financial Advocates Investment Management | 3,763 | $233.7K | 0.01% | +600+19.0% | Added |
| Cozad Asset Management Inc | 3,761 | $233.6K | 0.02% | −609−13.9% | Reduced |
| Seven Mile Advisory | 3,751 | $233.0K | 0.15% | +3,751 | New |
| Fox Run Management, L.L.C. | 3,744 | $232.5K | 0.05% | +3,744 | New |
| Epoch Investment Partners, Inc. | 3,728 | $231.5K | 0.00% | +3,728 | New |
| CVA Family Office, LLC | 3,711 | $230.5K | 0.04% | −24−0.6% | Reduced |
| TownSquare Capital, LLC | 3,653 | $226.9K | 0.00% | +3,653 | New |
| HB Wealth Management, LLC | 3,629 | $225.4K | 0.00% | −362−9.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,620 | $224.8K | 0.02% | +2+0.1% | Added |
| Cullen Investment Group, Ltd. | 3,615 | $224.5K | 0.03% | −109−2.9% | Reduced |
| National Asset Management, Inc. | 3,571 | $222.5K | 0.01% | −255−6.7% | Reduced |
| MAI Capital Management | 3,578 | $222.2K | 0.00% | −4,465−55.5% | Reduced |
| Sivia Capital Partners, LLC | 3,561 | $221.2K | 0.13% | −1,533−30.1% | Reduced |
| Umb Bank N A | 3,549 | $220.4K | 0.00% | −270−7.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,542 | $220.0K | 0.11% | +3,542 | New |
| Cadinha & Co LLC | 3,540 | $219.9K | 0.04% | −1,435−28.8% | Reduced |
| Camden Capital, LLC | 3,293 | $218.3K | 0.02% | −252−7.1% | Reduced |
| 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 |
| AMG National Trust Bank | 3,467 | $215.3K | 0.01% | +3,467 | New |
| Keel Point, LLC | 3,423 | $212.6K | 0.02% | +3,423 | New |
| Cohen Capital Management, Inc. | 3,419 | $212.4K | 0.03% | +3,419 | New |
| 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 |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,393 | $210.7K | 0.05% | +3,393 | New |
| Summitry LLC | 3,387 | $210.4K | 0.01% | +3,387 | New |
| Planned Solutions, Inc. | 3,371 | $209.4K | 0.09% | +3,371 | New |
| Exencial Wealth Advisors, LLC | 3,336 | $207.2K | 0.01% | +3,336 | New |
| Baron Wealth Management LLC | 3,309 | $205.5K | 0.10% | +3,309 | New |
| Community Bank, N.A. | 3,300 | $205.0K | 0.03% | −200−5.7% | Reduced |
| Choate Investment Advisors | 3,291 | $204.4K | 0.01% | +3,291 | New |
| Tiaa Trust, National Association | 3,268 | $203.0K | 0.00% | +3,268 | New |
| HighPoint Advisor Group LLC | 3,615 | $202.2K | 0.01% | −238−6.2% | Reduced |
| Castleark Management LLC | 3,240 | $201.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,232 | $200.7K | 0.01% | −5,622−63.5% | Reduced |
| Merit Financial Group, LLC | 3,221 | $200.1K | 0.00% | +3,221 | New |
| New York State Common Retirement Fund | 3,131 | $194.5K | 0.00% | −2,640−45.7% | Reduced |
| Sunbelt Securities, Inc. | 3,113 | $193.3K | 0.02% | −717−18.7% | Reduced |
| Bank of New Hampshire | 3,000 | $186.3K | 0.05% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $186.3K | 1.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $186.0K | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,930 | $182.0K | 0.05% | +2,930 | New |
| Farther Finance Advisors, LLC | 2,881 | $178.9K | 0.01% | −246−7.9% | Reduced |
| Larson Financial Group LLC | 2,874 | $178.5K | 0.01% | +2,460+594.2% | Added |
| Lindbrook Capital, LLC | 2,805 | $174.2K | 0.02% | −576−17.0% | Reduced |
| Rosenberg Matthew Hamilton | 2,682 | $166.6K | 0.04% | +17+0.6% | Added |
| AXA S.A. | 2,620 | $162.7K | 0.00% | −213−7.5% | Reduced |
| Acropolis Investment Management, LLC | 2,584 | $160.5K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,550 | $158.4K | 0.05% | −600−19.0% | Reduced |
| Centaurus Financial, Inc. | 2,401 | $149.0K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 2,363 | $146.8K | 0.01% | +2,147+994.0% | Added |
| GeoWealth Management, LLC | 2,336 | $145.1K | 0.01% | +2,336 | New |
| EverSource Wealth Advisors, LLC | 2,283 | $141.8K | 0.01% | −95−4.0% | Reduced |
| IFP Advisors, Inc | 2,254 | $140.0K | 0.01% | +151+7.2% | Added |
| LRI Investments, LLC | 2,667 | $138.8K | 0.01% | +2,522+1,739.3% | Added |
| State of Wyoming | 2,214 | $137.5K | 0.02% | +1,010+83.9% | Added |
| Ridgewood Investments LLC | 2,123 | $131.8K | 0.07% | −198−8.5% | Reduced |
| Clear Street Markets LLC | 2,100 | $130.0K | 0.08% | +2,100 | New |
| Wintrust Investments LLC | 2,077 | $129.0K | 0.10% | −19,759−90.5% | Reduced |