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, Q4 2024
Institutional positions in BHP Group Ltd as of Dec 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
- 647
- −4 vs. Q3 2024
- Shares held
- 89.9M
- −3.20M (−3.4%) vs. Q3 2024
- Total value
- $4.39B
- −$1.31B (−23.0%) vs. Q3 2024
- New holders
- 95
- 186 more added
- Sold out
- 99
- 255 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BHP Group Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| U S Global Investors Inc | 3,500 | $170.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,600 | $175.8K | 0.03% | −111−3.0% | Reduced |
| Financial Advocates Investment Management | 3,725 | $181.9K | 0.01% | −38−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,731 | $182.2K | 0.00% | −42−1.1% | Reduced |
| Assetmark, Inc | 3,929 | $191.8K | 0.00% | +19+0.5% | Added |
| TD Private Client Wealth LLC | 3,985 | $194.6K | 0.01% | +24+0.6% | Added |
| VPR Management LLC | 4,000 | $195.3K | 0.10% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4,101 | $200.2K | 0.07% | −259,565−98.4% | Reduced |
| Knollwood Investment Advisory, LLC | 4,150 | $202.6K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 4,158 | $203.0K | 0.01% | +771+22.8% | Added |
| Kingswood Wealth Advisors, LLC | 4,171 | $203.7K | 0.02% | +551+15.2% | Added |
| Bahl & Gaynor Inc | 4,175 | $203.9K | 0.00% | +100+2.5% | Added |
| MAI Capital Management | 4,179 | $204.1K | 0.00% | +601+16.8% | Added |
| Kathmere Capital Management, LLC | 4,215 | $205.8K | 0.02% | +4,215 | New |
| Wesbanco Bank Inc | 4,218 | $206.0K | 0.01% | −34−0.8% | Reduced |
| Roberts Glore & Co Inc | 4,245 | $207.3K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,273 | $208.7K | 0.00% | +395+10.2% | Added |
| Adviser Investments LLC | 4,350 | $212.4K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,353 | $212.6K | 0.02% | +215+5.2% | Added |
| TT Capital Management LLC | 4,327 | $213.5K | 0.17% | +4,327 | New |
| D.B. Root & Company, LLC | 4,379 | $213.8K | 0.07% | −926−17.5% | Reduced |
| Haven Private, LLC | 4,387 | $214.2K | 0.12% | +4,387 | New |
| Ronald Blue Trust, Inc. | 4,439 | $216.8K | 0.00% | −10,856−71.0% | Reduced |
| Private Advisor Group, LLC | 4,462 | $217.9K | 0.00% | −5,911−57.0% | Reduced |
| Spire Wealth Management | 4,477 | $218.6K | 0.01% | −753−14.4% | Reduced |
| Uhlmann Price Securities, LLC | 4,503 | $219.8K | 0.17% | +102+2.3% | Added |
| Venturi Wealth Management, LLC | 4,540 | $221.7K | 0.01% | −64−1.4% | Reduced |
| Mather Group, LLC. | 4,545 | $221.9K | 0.00% | −34−0.7% | Reduced |
| J2 Capital Management Inc | 4,576 | $223.4K | 0.21% | +4,576 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,617 | $225.4K | 0.03% | −2,835−38.0% | Reduced |
| Bleakley Financial Group, LLC | 4,623 | $225.8K | 0.01% | −478−9.4% | Reduced |
| Ruggaard & Associates LLC | 4,626 | $225.9K | 0.10% | −1,300−21.9% | Reduced |
| Rathbone Brothers plc | 4,616 | $226.1K | 0.00% | −800−14.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,682 | $228.0K | 0.07% | +4,682 | New |
| Parsons Capital Management Inc | 4,690 | $229.0K | 0.01% | −1,000−17.6% | Reduced |
| Freestone Capital Holdings, LLC | 4,692 | $229.1K | 0.01% | −875−15.7% | Reduced |
| B&D White Capital Company, LLC | 4,700 | $229.5K | 0.04% | −2,600−35.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,700 | $229.5K | 0.15% | 00.0% | Unchanged |
| Cherokee Insurance Co | 4,700 | $229.5K | 0.10% | +4,700 | New |
| Welch & Forbes LLC | 4,715 | $230.2K | 0.00% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,724 | $230.7K | 0.05% | +4,724 | New |
| Ameritas Advisory Services, LLC | 4,755 | $232.2K | 0.01% | −430−8.3% | Reduced |
| Successful Portfolios LLC | 4,770 | $232.9K | 0.16% | +61+1.3% | Added |
| Stonebridge Capital Advisors LLC | 4,776 | $233.2K | 0.02% | −460−8.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,849 | $236.8K | 0.00% | +944+24.2% | Added |
| Passumpsic Savings Bank | 4,873 | $237.9K | 0.15% | +325+7.1% | Added |
| AMG National Trust Bank | 4,894 | $238.7K | 0.01% | +1,427+41.2% | Added |
| Marks Group Wealth Management, Inc | 4,896 | $239.1K | 0.02% | −3,553−42.1% | Reduced |
| Gryphon Financial Partners LLC | 4,931 | $240.8K | 0.03% | +174+3.7% | Added |
| Stephenson National Bank & Trust | 4,971 | $242.7K | 0.08% | −123−2.4% | Reduced |
| Timber Creek Capital Management LLC | 5,000 | $244.2K | 0.07% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 5,000 | $244.2K | 0.10% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 5,000 | $244.2K | 0.26% | +5,000 | New |
| Ridgewood Investments LLC | 5,018 | $245.0K | 0.12% | +2,895+136.4% | Added |
| Knights of Columbus Asset Advisors LLC | 5,021 | $245.2K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,069 | $247.5K | 0.00% | −258−4.8% | Reduced |
| Bowen Hanes & Co Inc | 5,075 | $247.8K | 0.01% | −2,000−28.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,100 | $249.0K | 0.01% | +5,100 | New |
| Diligent Investors, LLC | 5,150 | $251.5K | 0.06% | −116−2.2% | Reduced |
| Coldstream Capital Management Inc | 5,151 | $251.5K | 0.01% | +332+6.9% | Added |
| Mindset Wealth Management, LLC | 5,210 | $254.4K | 0.09% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 5,229 | $255.3K | 0.16% | −792−13.2% | Reduced |
| Snowden Capital Advisors LLC | 5,243 | $256.0K | 0.01% | −373−6.6% | Reduced |
| Harmony Asset Management LLC | 5,273 | $257.5K | 0.10% | +20.0% | Added |
| Financial Sense Advisors, Inc. | 5,276 | $257.6K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,286 | $258.1K | 0.01% | +110+2.1% | Added |
| Redwood Wealth Management Group, LLC | 5,324 | $260.2K | 0.13% | +335+6.7% | Added |
| Central Trust Co | 5,348 | $261.1K | 0.01% | −67−1.2% | Reduced |
| Ethic Inc. | 5,379 | $262.7K | 0.01% | −1,453−21.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,440 | $265.6K | 0.26% | +5,440 | New |
| Naples Global Advisors, LLC | 5,502 | $268.7K | 0.03% | +659+13.6% | Added |
| Smartleaf Asset Management LLC | 5,508 | $268.7K | 0.03% | +1,242+29.1% | Added |
| Cromwell Holdings LLC | 5,566 | $271.8K | 0.16% | +36+0.7% | Added |
| Mutual Advisors, LLC | 5,517 | $273.4K | 0.01% | −133−2.4% | Reduced |
| Two Sigma Securities, LLC | 5,651 | $275.9K | 0.05% | −3,274−36.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,713 | $279.0K | 0.04% | −400−6.5% | Reduced |
| First Financial Corp | 5,832 | $284.8K | 0.13% | +403+7.4% | Added |
| BXM Wealth LLC | 5,847 | $285.5K | 0.40% | +5,847 | New |
| TownSquare Capital, LLC | 5,876 | $286.9K | 0.00% | +2,223+60.9% | Added |
| Heron Bay Capital Management | 5,894 | $287.8K | 0.06% | +58+1.0% | Added |
| Clarius Group, LLC | 5,897 | $288.0K | 0.02% | −1,920−24.6% | Reduced |
| Ovata Capital Management Ltd | 5,900 | $290.0K | 0.11% | −2,100−26.3% | Reduced |
| Aprio Wealth Management, LLC | 6,005 | $293.2K | 0.04% | +2,180+57.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,023 | $294.1K | 0.00% | −1,702−22.0% | Reduced |
| Lido Advisors, LLC | 6,051 | $295.5K | 0.00% | −2,366−28.1% | Reduced |
| First Horizon Advisors, Inc. | 6,067 | $296.3K | 0.01% | +55+0.9% | Added |
| American Trust Investment Advisors, LLC | 6,107 | $298.2K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,133 | $299.5K | 0.01% | −64−1.0% | Reduced |
| CWM, LLC | 6,145 | $300.0K | 0.00% | −1,368−18.2% | Reduced |
| Comprehensive Money Management Services LLC | 6,176 | $301.6K | 0.25% | +6,176 | New |
| Choate Investment Advisors | 6,233 | $304.4K | 0.01% | +2,942+89.4% | Added |
| Qube Research & Technologies Ltd | 6,255 | $305.4K | 0.00% | +6,255 | New |
| Shelton Capital Management | 6,300 | $307.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,425 | $313.7K | 0.03% | +2,553+65.9% | Added |
| Wedmont Private Capital | 6,512 | $316.1K | 0.02% | −112−1.7% | Reduced |
| R Squared Ltd | 6,490 | $316.9K | 0.31% | +6,490 | New |
| Essex Financial Services, Inc. | 6,498 | $317.3K | 0.02% | +850+15.0% | Added |
| Financial Management Professionals, Inc. | 6,502 | $317.5K | 0.04% | +932+16.7% | Added |
| Sivia Capital Partners, LLC | 6,551 | $319.9K | 0.16% | +2,990+84.0% | Added |
| Sagespring Wealth Partners, LLC | 6,617 | $323.1K | 0.01% | +6,617 | New |