BHP Group Ltd.-Spon ADRBHP

13F holders, Q3 2024 (September 30)
664holders +5
78new positions
71sold out
6famous investors
$61.50avg. 13F price*

At the end of Q3 2024, 664 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, up 5 from Q2 2024. 78 opened new positions and 71 sold out. The largest holders were Fisher Asset Management ($1.4B), Harding Loevner LP ($548.9M) and Wellington Management Group LLP ($348.0M). 6 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions78$95.3M
Exits71$80.3M

All 13F filers, Q2 2024 → Q3 2024: 7,553,587 shares bought and 9,514,693 shares sold, net −1,961,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 664 holders

Fisher Asset Management 0.56% Add +3.0% 21,944,876 $1.4B
Harding Loevner LP 3.17% Reduce -6.7% 8,838,948 $548.9M
Wellington Management Group LLP 0.06% Add +13.0% 5,603,624 $348.0M
Morgan Stanley 0.02% Reduce -6.3% 4,870,609 $302.5M
Dimensional Fund Advisors LP 0.06% Reduce -4.5% 4,149,138 $257.7M
Bank of America Corp. 0.02% Reduce -13.4% 3,961,028 $246.0M
Goldman Sachs Group Inc. 0.04% Reduce -2.1% 3,438,612 $213.6M
BlackRock, Inc. 0.00% — 2,604,195 $161.7M
Bank of Montreal 0.04% Reduce -36.4% 1,495,933 $92.8M
Westwood Global Investments, LLC 4.11% Add +19.5% 1,458,045 $90.6M
Northern Trust Corp. 0.01% Reduce -5.8% 1,447,599 $89.9M
FMR LLC 0.01% Add +10.0% 1,434,417 $89.1M
State Farm Mutual Automobile Insurance Co. 0.07% No change 1,348,932 $83.8M
Royal Bank of Canada 0.02% Reduce -8.0% 1,176,600 $73.1M
Jane Street Group, LLC 0.09% Add +20.0% 935,466 $58.1M
XY Capital Ltd 30.87% Add +503.6% 921,666 $57.2M
SIH Partners, LLLP 34.28% Add +90.8% 920,100 $57.1M
Capital International Investors 0.01% Reduce -1.6% 761,729 $47.2M
Pacer Advisors, Inc. 0.09% Add +2.6% 693,798 $43.1M
CIBC Private Wealth Group LLC 0.08% Add +24.0% 678,872 $42.2M
Lord, Abbett & Co. LLC 0.14% Reduce -29.8% 675,695 $42.0M
Envestnet Asset Management Inc. 0.01% Reduce -10.8% 652,425 $40.5M
Marshall Wace, LLP 0.05% Add +8055.3% 607,570 $37.7M
JPMorgan Chase & Co. 0.00% Add +10.1% 600,086 $37.3M
American Century Companies Inc. 0.02% Add +6.6% 585,659 $36.4M
Steadfast Capital Management LP 0.79% New 549,000 $34.1M
UBS Group AG 0.01% Reduce -39.3% 545,963 $33.9M
Wells Fargo & Company 0.01% Reduce -22.5% 481,245 $29.9M
Moran Wealth Management, LLC 0.88% Add +0.3% 458,591 $28.5M
T. Rowe Price Associates Inc. 0.00% Add +67.0% 454,247 $28.2M
Norges Bank 0.00% Reduce -85.0% 421,334 $26.2M
Willis Investment Counsel 1.66% Add +0.3% 412,446 $25.6M
Millennium Management 0.02% Add +595.6% 405,204 $25.2M
Gabelli Funds LLC 0.18% No change 403,600 $25.1M
Corient Private Wealth LP 0.04% Reduce -2.5% 387,715 $24.1M
Rockefeller Capital Management L.P. 0.05% Add +4.2% 313,329 $19.5M
Neuberger Berman Group LLC 0.01% Reduce -26.5% 304,054 $18.9M
Franklin Resources Inc. 0.01% Add +17.4% 316,454 $18.8M
LPL Financial LLC 0.01% Reduce -0.4% 298,759 $18.6M
Vicus Capital 1.51% Add +0.5% 273,943 $17.0M
Mediolanum International Funds Ltd 0.23% New 538,693 $16.7M
Natixis Advisors, LLC 0.03% Reduce -46.6% 261,791 $16.3M
Raymond James & Associates 0.01% Reduce -26.0% 259,349 $16.1M
Violich Capital Management, Inc. 2.07% Reduce -0.9% 255,923 $15.9M
US Bancorp \de 0.02% Reduce -2.5% 240,013 $14.9M
Townsend & Associates, Inc 1.50% Add +4.1% 261,590 $14.6M
Barclays PLC 0.01% Add +93.7% 226,083 $14.0M
Cullen Capital Management, LLC 0.15% Reduce -55.2% 219,511 $13.6M
Stifel Financial Corp. 0.01% Reduce -6.6% 209,292 $13.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.8% 208,608 $13.0M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 178,269 $11.1M
Citigroup Inc. 0.01% Add +18.3% 171,235 $10.6M
Mariner, LLC 0.02% Reduce -6.9% 160,492 $10.0M
Pacific Heights Asset Management LLC 0.74% No change 160,000 $9.9M
Captrust Financial Advisors 0.03% Reduce -1.1% 158,810 $9.9M
Chartwell Investment Partners, LLC 0.34% New 158,262 $9.8M
TLS Advisors LLC 20.47% Add +25.8% 155,960 $9.7M
Crossmark Global Holdings, Inc. 0.17% Add +65.2% 154,274 $9.6M
Quantinno Capital Management LP 0.12% Add +6.3% 153,383 $9.5M
Charles Schwab Investment Management Inc. 0.00% Add +17.4% 153,170 $9.5M
Greenline Partners, LLC 1.34% Add +5.9% 150,254 $9.3M
Creative Planning 0.01% Reduce -3.6% 147,498 $9.2M
Hikari Power Ltd 0.76% No change 147,400 $9.2M
O'shaughnessy Asset Management, LLC 0.08% Reduce -11.7% 151,115 $9.0M
Tidal Investments LLC 0.10% Add +21.8% 141,455 $8.8M
Kornitzer Capital Management Inc. 0.16% Add +4.8% 140,927 $8.8M
National Bank of Canada 0.01% Add +11.2% 137,678 $8.6M
QRG Capital Management, Inc. 0.09% Reduce -2.2% 133,612 $8.3M
Bank of New York Mellon Corp 0.00% Add +1.8% 133,611 $8.3M
Nuveen Asset Management, LLC 0.00% Reduce -2.3% 130,378 $8.1M
Commonwealth Equity Services, LLC 0.01% Add +5.4% 130,418 $8.1M
HighTower Advisors, LLC 0.01% Reduce -63.4% 121,462 $7.5M
Hikari Tsushin, Inc. 0.52% No change 119,021 $7.4M
Addenda Capital Inc. 0.26% Add +0.0% 112,552 $7.2M
Avantax Advisory Services, Inc. 0.05% Add +5.8% 113,167 $7.0M
Capital Fund Management S.A. 0.08% New 111,611 $6.9M
Fusion Capital, LLC 2.94% Add +4.9% 110,525 $6.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -9.6% 102,006 $6.3M
Amova Asset Management Americas, Inc. 0.07% Reduce -9.6% 102,006 $6.3M
Strategy Asset Managers LLC 1.20% Reduce -22.1% 100,799 $6.3M
Guardian Capital Advisors LP 0.62% Add +0.1% 100,205 $6.3M
PKO Investment Management Joint-Stock Co 0.75% Add +3.1% 98,308 $6.1M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -16.6% 94,051 $5.8M
Holowesko Partners Ltd. 3.02% No change 91,900 $5.7M
Shelter Mutual Insurance Co 1.31% No change 94,680 $5.5M
Earnest Partners LLC 0.02% Add +0.3% 86,954 $5.4M
Oppenheimer Asset Management Inc. 0.06% Reduce -32.5% 86,497 $5.4M
Amundi 0.00% Add +1.7% 91,446 $5.3M
Cerity Partners LLC 0.01% Add +25.5% 84,592 $5.3M
Van Eck Associates Corp. 0.01% Add +1.6% 93,874 $5.2M
Palogic Value Management, L.P. 2.07% Add +0.4% 82,100 $5.1M
Jamison Private Wealth Management, Inc. 0.75% Add +3.5% 79,360 $4.9M
LSV Asset Management 0.01% No change 79,100 $4.9M
Ingalls & Snyder LLC 0.19% Add +11.6% 78,969 $4.9M
Hourglass Capital, LLC 1.34% Add +10.6% 77,566 $4.8M
NewEdge Wealth, LLC 0.09% Add +6.9% 76,934 $4.8M
Group One Trading LLC 0.18% Add +141.7% 73,394 $4.6M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -11.7% 69,554 $4.3M
Cresset Asset Management, LLC 0.02% Reduce -5.9% 67,460 $4.3M
Naviter Wealth, LLC 0.58% Add +4.7% 66,078 $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 664 holders