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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-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

785
Institutional holders
115M
Shares held (tracked funds)

How the tape is positioned

214 tracked funds added or opened BHP while 76 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2026-Q1 and 2026-Q2, across 785 tracked filers holding BHP, 433 increased or opened the position and 291 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 2026-Q1 and 2026-Q2 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 22

  • Capital World Investors$178M
  • Caisse de depot et placement du Quebec$25M
  • TriCert Investment Counsel Inc.$20M
  • Nuveen, LLC$15M
  • Tower Research Capital LLC (TRC)$14M
  • Horizon Investments, LLC$12M

Full exits 42

  • NATIXIS ADVISORS, LLC$18M
  • Janney Montgomery Scott LLC$15M
  • HighTower Advisors, LLC$13M
  • Optiver Holding B.V.$12M
  • Hikari Power Ltd$11M
  • Brooklyn Investment Group$9M

Largest adds

  • CITIGROUP INC$292M
  • Fisher Asset Management, LLC$291M
  • PRICE T ROWE ASSOCIATES INC /MD/$228M
  • FMR LLC$218M
  • GOLDMAN SACHS GROUP INC$188M
  • BlackRock, Inc.$108M

Largest trims

  • SIH Partners, LLLP$104M
  • JANE STREET GROUP, LLC$66M
  • BANK OF MONTREAL /CAN/$41M
  • BANK OF AMERICA CORP /DE/$15M
  • BNP PARIBAS FINANCIAL MARKETS$14M
  • Parallax Volatility Advisers, L.P.$10M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Fisher Asset Management, LLC added24,341,120$2.0B22.7%2026-Q2
GOLDMAN SACHS GROUP INC added10,439,817$870M9.7%2026-Q2
MORGAN STANLEY trimmed10,435,371$869M9.7%2026-Q2
FMR LLC added6,726,970$560M6.3%2026-Q2
CITIGROUP INC added5,627,636$469M5.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed3,524,310$294M3.3%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed3,493,023$291M3.3%2026-Q2
BlackRock, Inc. added3,449,549$287M3.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added2,925,650$244M2.7%2026-Q2
NORTHERN TRUST CORP added2,389,343$199M2.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed2,359,119$197M2.2%2026-Q2
NEUBERGER BERMAN GROUP LLC added2,313,533$193M2.2%2026-Q2
Capital World Investors new2,133,461$178M2.0%2026-Q2
UBS Group AG added1,603,162$134M1.5%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,589,573$132M1.5%2026-Q2
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO1,348,932$112M1.3%2026-Q2
JPMORGAN CHASE & CO added1,321,629$108M1.2%2026-Q2
ROYAL BANK OF CANADA added1,292,335$108M1.2%2026-Q2
CIBC Bancorp USA Inc. trimmed1,052,118$88M1.0%2026-Q2
AMERIPRISE FINANCIAL INC added664,244$55M0.6%2026-Q2
Townsend & Associates, Inc added619,268$50M0.6%2026-Q2
Quantinno Capital Management LP added598,618$50M0.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added543,760$45M0.5%2026-Q2
BARCLAYS PLC trimmed541,049$45M0.5%2026-Q2
Main Street Research LLC added528,051$44M0.5%2026-Q2
SCOTIA CAPITAL INC. added518,568$43M0.5%2026-Q2
Creative Planning added515,030$43M0.5%2026-Q2
BANK OF MONTREAL /CAN/ trimmed508,813$42M0.5%2026-Q2
Rockefeller Capital Management L.P. trimmed467,587$39M0.4%2026-Q2
Bank Julius Baer & Co. Ltd, Zurich added465,756$38M0.4%2026-Q2
Pacific Heights Asset Management LLC added450,000$37M0.4%2026-Q2
NORGES BANK421,334$35M0.4%2026-Q2
GABELLI FUNDS LLC trimmed408,500$34M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added397,906$33M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed397,669$33M0.4%2026-Q2
CIBC WORLD MARKET INC. added372,457$31M0.3%2026-Q2
Willis Investment Counsel added331,239$28M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed325,110$27M0.3%2026-Q2
WELLS FARGO & COMPANY/MN trimmed323,491$27M0.3%2026-Q2
Corient Private Wealth LP trimmed313,449$26M0.3%2026-Q2
FRANKLIN RESOURCES INC trimmed312,072$26M0.3%2026-Q2
Caisse de depot et placement du Quebec new303,483$25M0.3%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added298,700$25M0.3%2026-Q2
VAN ECK ASSOCIATES CORP added296,980$25M0.3%2026-Q2
LPL Financial LLC trimmed266,543$22M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added261,513$22M0.2%2026-Q2
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added258,419$22M0.2%2026-Q2
Foundations Investment Advisors, LLC added239,946$20M0.2%2026-Q2
TriCert Investment Counsel Inc. new234,828$20M0.2%2026-Q2
CITADEL ADVISORS LLC added219,987$18M0.2%2026-Q2
Cetera Investment Advisers added215,955$18M0.2%2026-Q2
Tidal Investments LLC added204,473$17M0.2%2026-Q2
VICUS CAPITAL trimmed203,323$17M0.2%2026-Q2
QRG CAPITAL MANAGEMENT, INC. added199,492$17M0.2%2026-Q2
US BANCORP \DE\ trimmed191,061$16M0.2%2026-Q2
Nuveen, LLC added184,501$15M0.2%2026-Q2
Waverly Advisors, LLC trimmed180,690$15M0.2%2026-Q2
STIFEL FINANCIAL CORP added180,029$15M0.2%2026-Q2
Violich Capital Management, Inc. trimmed179,314$15M0.2%2026-Q2
Tower Research Capital LLC (TRC) added168,452$14M0.2%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed168,300$14M0.2%2026-Q2
Bank of New York Mellon Corp added158,701$13M0.1%2026-Q2
Walleye Trading LLC added156,562$13M0.1%2026-Q2
Crossmark Global Holdings, Inc. added154,101$13M0.1%2026-Q2
Grantham, Mayo, Van Otterloo & Co. LLC trimmed151,035$13M0.1%2026-Q2
Moran Wealth Management, LLC trimmed141,765$12M0.1%2026-Q2
NewEdge Wealth, LLC added137,477$11M0.1%2026-Q2
EARNEST PARTNERS LLC added132,787$11M0.1%2026-Q2
Fusion Capital, LLC added130,511$11M0.1%2026-Q2
Oxbow Advisors, LLC added129,767$11M0.1%2026-Q2
Addenda Capital Inc.129,200$11M0.1%2026-Q2
BEARING POINT CAPITAL, LLC added129,143$11M0.1%2026-Q2
Mariner, LLC added128,577$11M0.1%2026-Q2
NLB Skladi, upravljanje premozenja, d.o.o. added127,668$11M0.1%2026-Q2
Cerity Partners LLC added125,942$10M0.1%2026-Q2
Greenline Partners, LLC added125,816$10M0.1%2026-Q2
OSAIC HOLDINGS, INC. added123,237$10M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added122,419$10M0.1%2026-Q2
Vanguard Personalized Indexing Management, LLC added120,913$10M0.1%2026-Q2
Hikari Tsushin, Inc.119,021$10M0.1%2026-Q2
STRATEGY ASSET MANAGERS LLC trimmed115,521$10M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed115,379$10M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added115,300$10M0.1%2026-Q2
EAGLE GLOBAL ADVISORS LLC added114,308$10M0.1%2026-Q2
Invesco Ltd. added111,912$9M0.1%2026-Q2
NATIONAL BANK OF CANADA /FI/ added108,232$9M0.1%2026-Q2
Westend Capital Management, LLC new107,037$9M0.1%2026-Q2
MANNING & NAPIER ADVISORS LLC trimmed100,283$8M0.1%2026-Q2
Callan Family Office, LLC added99,485$8M0.1%2026-Q2
Kessler Investment Group, LLC trimmed99,119$8M0.1%2026-Q2
Vident Advisory, LLC trimmed95,284$8M0.1%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed94,751$8M0.1%2026-Q2
Amova Asset Management Americas, Inc. trimmed94,751$8M0.1%2026-Q2
Shelter Mutual Insurance Co94,680$8M0.1%2026-Q2
BAROMETER CAPITAL MANAGEMENT INC. new93,800$8M0.1%2026-Q2
FACTORY MUTUAL INSURANCE CO89,252$7M0.1%2026-Q2
Harding Loevner LP added85,095$7M0.1%2026-Q2
NewEdge Advisors, LLC added84,718$7M0.1%2026-Q2
SIH Partners, LLLP trimmed83,643$7M0.1%2026-Q2
Horizon Investments, LLC added40,840$12M0.1%2026-Q2

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