BHP Group Ltd.-Spon ADRBHP

13F holders, Q2 2024 (June 30)
659holders −24
47new positions
71sold out
4famous investors
$57.05avg. 13F price*

At the end of Q2 2024, 659 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, down 24 from Q1 2024. 47 opened new positions and 71 sold out. The largest holders were Fisher Asset Management ($1.2B), Harding Loevner LP ($540.7M) and Morgan Stanley ($296.7M). 4 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
BHP Group Ltd.-Spon ADR
CUSIP
088606108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 683Q1 2024Q2 2024: 659Q2 2024Q3 2024: 664Q3 2024Q4 2024: 646Q4 2024Q1 2025: 622Q1 2025Q2 2025: 616Q2 2025Q3 2025: 629Q3 2025Q4 2025: 685Q4 2025Q1 2026: 739Q1 2026Q2 2026: 821Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions47$31.7M
Exits71$113.9M

All 13F filers, Q1 2024 → Q2 2024: 9,764,766 shares bought and 6,702,609 shares sold, net +3,062,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 659 holders

Fisher Asset Management 0.53% Add +4.0% 21,311,586 $1.2B
Harding Loevner LP 2.98% Add +26.7% 9,470,895 $540.7M
Morgan Stanley 0.02% Add +6.2% 5,197,155 $296.7M
Wellington Management Group LLP 0.05% Add +12.8% 4,960,859 $283.2M
Bank of America Corp. 0.03% Add +21.3% 4,574,177 $261.1M
Dimensional Fund Advisors LP 0.06% Reduce -0.6% 4,343,464 $248.0M
Goldman Sachs Group Inc. 0.04% Add +2.2% 3,512,871 $200.5M
Norges Bank 0.02% No change 2,808,334 $160.3M
BlackRock Inc. 0.00% Add +2.3% 2,636,200 $150.5M
Bank of Montreal 0.04% Add +532.2% 2,353,268 $134.4M
Northern Trust Corp. 0.01% Add +3.1% 1,536,007 $87.7M
State Farm Mutual Automobile Insurance Co. 0.07% No change 1,348,932 $77.0M
FMR LLC 0.00% Add +2.3% 1,304,509 $74.5M
Royal Bank of Canada 0.02% Reduce -6.0% 1,278,404 $73.0M
Westwood Global Investments, LLC 3.47% Add +4.4% 1,220,251 $69.7M
Lord, Abbett & Co. LLC 0.18% Add +111.3% 962,027 $54.9M
UBS Group AG 0.02% Add +117.3% 899,906 $51.4M
Jane Street Group, LLC 0.05% Reduce -23.8% 779,389 $44.5M
Capital International Investors 0.01% Add +2.2% 774,230 $43.9M
Envestnet Asset Management Inc. 0.01% Reduce -0.8% 731,462 $41.8M
Pacer Advisors, Inc. 0.09% Add +8.7% 676,272 $38.6M
Wells Fargo & Company 0.01% Reduce -23.3% 620,920 $35.4M
CIBC Private Wealth Group LLC 0.06% Add +1.7% 547,511 $31.9M
American Century Companies Inc. 0.02% Add +6.1% 549,394 $31.4M
JPMorgan Chase & Co. 0.00% Reduce -7.5% 544,991 $31.1M
Cullen Capital Management, LLC 0.32% Reduce -0.1% 490,366 $28.0M
Natixis Advisors, LLC 0.06% Add +9.9% 489,908 $28.0M
SIH Partners, LLLP 26.60% Reduce -6.7% 482,129 $27.5M
Moran Wealth Management, LLC 0.86% Add +0.8% 457,353 $26.1M
Neuberger Berman Group LLC 0.02% Reduce -76.9% 413,779 $23.6M
Willis Investment Counsel 1.63% Reduce -0.0% 411,171 $23.5M
Gabelli Funds LLC 0.18% No change 403,600 $23.0M
Corient Private Wealth LP 0.04% Reduce -3.4% 397,783 $22.7M
Raymond James & Associates 0.01% Add +18.3% 350,465 $20.0M
HighTower Advisors, LLC 0.03% Reduce -0.5% 331,715 $19.0M
Rockefeller Capital Management L.P. 0.05% Reduce -2.2% 300,641 $17.2M
LPL Financial LLC 0.01% Add +6.8% 300,067 $17.1M
Vicus Capital 1.41% Add +3.3% 272,576 $15.6M
T. Rowe Price Associates Inc. 0.00% Reduce -34.5% 272,085 $15.5M
Franklin Resources Inc. 0.00% Add +3.7% 269,663 $15.4M
Violich Capital Management, Inc. 1.99% Add +10.7% 258,223 $14.7M
US Bancorp \de 0.02% Reduce -2.4% 246,119 $14.1M
Townsend & Associates, Inc 1.54% Add +2.8% 251,230 $13.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -11.9% 231,195 $13.2M
Stifel Financial Corp. 0.01% Add +10.2% 224,132 $12.8M
SG Americas Securities, LLC 0.08% Add +477.0% 209,883 $12.0M
Ameriprise Financial Inc. 0.00% Reduce -10.7% 188,096 $10.7M
Optiver Holding B.V. 0.20% Reduce -39.2% 180,723 $10.3M
Mariner, LLC 0.02% Reduce -5.1% 172,415 $9.8M
O'shaughnessy Asset Management, LLC 0.10% Add +17.8% 171,067 $9.8M
Captrust Financial Advisors 0.03% Add +1.1% 160,599 $9.2M
Pacific Heights Asset Management LLC 0.72% No change 160,000 $9.1M
Creative Planning 0.01% Add +18.6% 152,943 $8.7M
XY Capital Ltd 9.93% Reduce -35.3% 152,694 $8.7M
Hikari Power Ltd 0.76% No change 147,400 $8.4M
Citigroup Inc. 0.01% Reduce -35.1% 144,806 $8.3M
Quantinno Capital Management LP 0.15% Add +68.5% 144,348 $8.2M
Greenline Partners, LLC 1.25% Reduce -0.5% 141,860 $8.2M
QRG Capital Management, Inc. 0.09% Add +3.5% 136,611 $7.8M
Strategy Asset Managers LLC 1.71% Add +12.6% 129,315 $7.7M
Kornitzer Capital Management Inc. 0.15% Add +2.1% 134,402 $7.7M
Nuveen Asset Management, LLC 0.00% Reduce -2.4% 133,504 $7.6M
Bank of New York Mellon Corp 0.00% Add +2.3% 131,296 $7.5M
Charles Schwab Investment Management Inc. 0.00% Add +37.6% 130,493 $7.4M
Oppenheimer Asset Management Inc. 0.09% Add +6.9% 128,185 $7.3M
National Bank of Canada 0.01% Add +3.8% 123,871 $7.1M
TLS Advisors LLC 17.71% Add +10.7% 123,960 $7.1M
Commonwealth Equity Services, LLC 0.01% Reduce -3.7% 123,786 $7.1M
Miller Howard Investments Inc. 0.23% No change 120,000 $6.9M
Hikari Tsushin, Inc. 0.53% No change 119,021 $6.8M
Barclays PLC 0.00% Reduce -2.9% 116,746 $6.7M
Tidal Investments LLC 0.09% Reduce -52.0% 116,113 $6.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -18.2% 112,868 $6.4M
Amova Asset Management Americas, Inc. 0.07% Reduce -18.2% 112,868 $6.4M
U.S. Capital Wealth Advisors, LLC 0.25% Add +6.6% 112,801 $6.4M
Addenda Capital Inc. 0.25% Reduce -0.0% 112,545 $6.4M
Avantax Advisory Services, Inc. 0.04% Add +56.0% 106,945 $6.1M
Fusion Capital, LLC 2.74% Reduce -0.3% 105,406 $6.0M
Guardian Capital Advisors LP 0.62% Reduce -9.6% 100,080 $5.9M
BNP Paribas Financial Markets 0.01% Add +120.0% 95,831 $5.5M
PKO Investment Management Joint-Stock Co 0.67% Reduce -4.0% 95,308 $5.4M
Shelter Mutual Insurance Co 1.41% No change 94,680 $5.4M
Sei Investments Co. 0.01% Add +3.4% 94,442 $5.4M
Amundi 0.00% Add +17.4% 89,938 $5.4M
Crossmark Global Holdings, Inc. 0.10% Add +9.4% 93,417 $5.3M
Susquehanna International Group, LLP 0.01% Reduce -44.9% 93,169 $5.3M
Van Eck Associates Corp. 0.01% Add +22.7% 92,410 $5.3M
Holowesko Partners Ltd. 2.96% No change 91,900 $5.2M
Summit Global Investments 0.38% New 91,712 $5.2M
Groupama Asset Managment 0.07% New 117,452 $5.0M
Earnest Partners LLC 0.02% Add +3.5% 86,649 $4.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 86,400 $4.9M
Old Mission Capital LLC 0.13% Add +31.7% 84,402 $4.8M
Palogic Value Management, L.P. 1.98% Add +0.3% 81,771 $4.7M
LMR Partners LLP 0.13% Reduce -45.4% 79,858 $4.6M
Truist Financial Corp. 0.01% Reduce -6.5% 79,228 $4.5M
LSV Asset Management 0.01% No change 79,100 $4.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +19.0% 78,739 $4.4M
Jamison Private Wealth Management, Inc. 0.73% Reduce -0.3% 76,691 $4.4M
NewEdge Advisors, LLC 0.03% Add +70.3% 74,424 $4.2M

"% of holder's portfolio" is BHP's weight in each manager's 13F, not the share of BHP Group Ltd.-Spon ADR the manager owns.

Show all 659 holders