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Institutional Ownership · SEC Form 13F

Who owns BHP


Which tracked institutional funds hold BHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHP company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

736
Institutional holders
105M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BHP is one-sided between 2025-Q4 and 2026-Q1: 245 added or opened and 53 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BHP’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BHP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 736 tracked filers holding BHP, 423 increased or opened the position and 258 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BHP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 40

  • CIBC Bancorp USA Inc.$78M
  • Main Street Research LLC$38M
  • FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$19M
  • Optiver Holding B.V.$12M
  • HRT FINANCIAL LP$8M
  • Kessler Investment Group, LLC$7M

Full exits 25

  • CIBC Private Wealth Group LLC$48M
  • Point72 Asset Management, L.P.$38M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35M
  • TUDOR INVESTMENT CORP ET AL$32M
  • Campbell & CO Investment Adviser LLC$14M
  • Aquatic Capital Management LLC$9M

Largest adds

  • Fisher Asset Management, LLC$324M
  • GOLDMAN SACHS GROUP INC$260M
  • FMR LLC$218M
  • SIH Partners, LLLP$92M
  • JANE STREET GROUP, LLC$56M
  • WELLINGTON MANAGEMENT GROUP LLP$54M

Largest trims

  • CITADEL ADVISORS LLC$72M
  • D. E. Shaw & Co., Inc.$29M
  • DEUTSCHE BANK AG\$28M
  • Y-Intercept (Hong Kong) Ltd$19M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
  • SG Americas Securities, LLC$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Fisher Asset Management, LLC added23,872,244$1.7B23.9%2026-Q1
MORGAN STANLEY trimmed11,389,124$828M11.4%2026-Q1
GOLDMAN SACHS GROUP INC added9,366,153$681M9.4%2026-Q1
FMR LLC added4,712,256$343M4.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added3,759,916$273M3.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed3,526,902$256M3.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,904,801$211M2.9%2026-Q1
BlackRock, Inc. trimmed2,460,224$179M2.5%2026-Q1
CITIGROUP INC added2,433,415$177M2.4%2026-Q1
NORTHERN TRUST CORP added2,349,364$171M2.4%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed2,257,044$164M2.3%2026-Q1
SIH Partners, LLLP added1,520,477$111M1.5%2026-Q1
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO1,348,932$98M1.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,315,675$96M1.3%2026-Q1
ROYAL BANK OF CANADA added1,239,402$90M1.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed1,143,647$83M1.1%2026-Q1
CIBC Bancorp USA Inc. new1,071,071$78M1.1%2026-Q1
JANE STREET GROUP, LLC added926,450$67M0.9%2026-Q1
JPMORGAN CHASE & CO added974,759$67M0.9%2026-Q1
UBS Group AG added786,289$57M0.8%2026-Q1
Townsend & Associates, Inc trimmed618,736$50M0.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed651,645$47M0.7%2026-Q1
BARCLAYS PLC added590,363$43M0.6%2026-Q1
Main Street Research LLC added519,212$38M0.5%2026-Q1
Quantinno Capital Management LP added493,604$36M0.5%2026-Q1
SCOTIA CAPITAL INC. added479,794$35M0.5%2026-Q1
Rockefeller Capital Management L.P. added469,018$34M0.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added459,376$33M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed452,909$33M0.5%2026-Q1
GABELLI FUNDS LLC trimmed431,000$31M0.4%2026-Q1
Creative Planning added428,103$31M0.4%2026-Q1
Pacific Heights Asset Management LLC425,000$31M0.4%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added409,811$30M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added344,777$25M0.3%2026-Q1
FRANKLIN RESOURCES INC added341,995$25M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added339,426$25M0.3%2026-Q1
Corient Private Wealth LLC trimmed319,655$23M0.3%2026-Q1
Willis Investment Counsel trimmed315,009$23M0.3%2026-Q1
LPL Financial LLC added293,144$21M0.3%2026-Q1
NORGES BANK421,334$20M0.3%2026-Q1
VAN ECK ASSOCIATES CORP trimmed270,394$20M0.3%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added255,584$19M0.3%2026-Q1
NATIXIS ADVISORS, LLC added242,633$18M0.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added242,134$18M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added240,592$18M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added230,467$17M0.2%2026-Q1
Foundations Investment Advisors, LLC added225,619$16M0.2%2026-Q1
VICUS CAPITAL trimmed214,845$16M0.2%2026-Q1
Cetera Investment Advisers added213,351$16M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added211,481$15M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed210,867$15M0.2%2026-Q1
CIBC WORLD MARKET INC. added208,710$15M0.2%2026-Q1
US BANCORP \DE\ added202,486$15M0.2%2026-Q1
Violich Capital Management, Inc. added186,929$14M0.2%2026-Q1
Waverly Advisors, LLC trimmed185,288$13M0.2%2026-Q1
HighTower Advisors, LLC trimmed179,803$13M0.2%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added174,695$13M0.2%2026-Q1
STIFEL FINANCIAL CORP added173,204$13M0.2%2026-Q1
QRG CAPITAL MANAGEMENT, INC. added171,764$12M0.2%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS added169,800$12M0.2%2026-Q1
Optiver Holding B.V. trimmed168,401$12M0.2%2026-Q1
Vident Advisory, LLC added160,419$12M0.2%2026-Q1
Tidal Investments LLC trimmed158,714$12M0.2%2026-Q1
Crossmark Global Holdings, Inc. trimmed152,571$11M0.2%2026-Q1
Moran Wealth Management, LLC added151,956$11M0.2%2026-Q1
Bank of New York Mellon Corp added150,401$11M0.2%2026-Q1
Hikari Power Ltd147,400$11M0.1%2026-Q1
Walleye Trading LLC added142,897$10M0.1%2026-Q1
Parallax Volatility Advisers, L.P. added130,111$10M0.1%2026-Q1
Fusion Capital, LLC added129,508$9M0.1%2026-Q1
Addenda Capital Inc.129,200$9M0.1%2026-Q1
Brooklyn Investment Group added127,821$9M0.1%2026-Q1
BEARING POINT CAPITAL, LLC added127,773$9M0.1%2026-Q1
Oxbow Advisors, LLC added127,211$9M0.1%2026-Q1
Mariner, LLC trimmed126,096$9M0.1%2026-Q1
Greenline Partners, LLC added124,833$9M0.1%2026-Q1
MANNING & NAPIER ADVISORS LLC trimmed123,779$9M0.1%2026-Q1
NewEdge Wealth, LLC added123,640$9M0.1%2026-Q1
EARNEST PARTNERS LLC added122,941$9M0.1%2026-Q1
Guardian Partners Inc. added122,177$9M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added122,020$9M0.1%2026-Q1
Hikari Tsushin, Inc.119,021$9M0.1%2026-Q1
STRATEGY ASSET MANAGERS LLC trimmed118,036$9M0.1%2026-Q1
Cerity Partners LLC added117,423$9M0.1%2026-Q1
Holowesko Partners Ltd.116,800$8M0.1%2026-Q1
NLB Skladi, upravljanje premozenja, d.o.o. added116,660$8M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added114,944$8M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added113,707$8M0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed106,722$8M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed105,621$8M0.1%2026-Q1
CIBC Private Wealth Group LLC added788,140$48M0.7%2025-Q4 stale
Pacer Advisors, Inc. added802,891$39M0.5%2025-Q1 stale
Point72 Asset Management, L.P. added621,383$38M0.5%2025-Q4 stale
Capital International Investors added747,052$36M0.5%2025-Q2 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added575,410$35M0.5%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL added523,099$32M0.4%2025-Q4 stale
Campbell & CO Investment Adviser LLC added232,558$14M0.2%2025-Q4 stale
Bridgewater Associates, LP added262,747$13M0.2%2025-Q2 stale
Aquatic Capital Management LLC added151,226$9M0.1%2025-Q4 stale
Artemis Investment Management LLP new179,927$9M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership