BHP BHP Group Limited
BHP Group Limited (BHP) Institutional Ownership
What the institutions did with BHP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Townsend & Associates, Inc | 620.4K | 14.0% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 261.2K | 5.9% |
| Violich Capital Management, Inc. | 171.9K | 3.9% |
| Crossmark Global Holdings, Inc. | 149.5K | 3.4% |
| Moran Wealth Management, LLC | 147.7K | 3.3% |
| Addenda Capital Inc. | 129.2K | 2.9% |
| NLB Skladi, upravljanje premozenja, d.o.o. | 127.8K | 2.9% |
| STRATEGY ASSET MANAGERS LLC | 112.0K | 2.5% |
| HOURGLASS CAPITAL, LLC | 96.2K | 2.2% |
| Kessler Investment Group, LLC | 91.3K | 2.1% |
| Willis Investment Counsel | 87.9K | 2.0% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 84.8K | 1.9% |
| PKO Investment Management Joint-Stock Co | 80.7K | 1.8% |
| QUADRANT CAPITAL GROUP LLC | 76.2K | 1.7% |
| NICHOLS & PRATT ADVISERS LLP /MA | 72.0K | 1.6% |
| SteelPeak Wealth, LLC | 66.1K | 1.5% |
| Guardian Partners Inc. | 65.1K | 1.5% |
| Euro Pacific Asset Management, LLC | 64.8K | 1.5% |
| PETREDIS INVESTMENT ADVISORS LLC | 63.9K | 1.4% |
| Cohen Investment Advisors LLC | 62.8K | 1.4% |
| AUGUSTINE ASSET MANAGEMENT INC | 62.8K | 1.4% |
| Capital Investment Counsel, LLC | 56.5K | 1.3% |
| Strong Tower Advisory Services | 55.1K | 1.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 53.8K | 1.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 51.1K | 1.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Willis Investment Counsel | Reduced | 331.2K | 87.9K | -243.3K |
| SteelPeak Wealth, LLC | New | 0 | 66.1K | +66.1K |
| Dynamic Advisor Solutions LLC | Increased | 2.5K | 47.8K | +45.2K |
| Geneva Partners, LLC | Reduced | 82.3K | 43.2K | -39.1K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 36.1K | 0 | -36.1K |
| Legacy Wealth Asset Management, LLC | Increased | 14.9K | 32.7K | +17.8K |
| MOODY LYNN LIEBERSON & WALKER, LLC | Sold Out | 17.7K | 0 | -17.7K |
| Sigma Planning Corp | Sold Out | 15.8K | 0 | -15.8K |
| Range Financial Group LLC | Sold Out | 9.8K | 0 | -9.8K |
| Symphony Financial, Ltd. Co. | New | 0 | 9.7K | +9.7K |
| Kessler Investment Group, LLC | Reduced | 99.1K | 91.3K | -7.8K |
| Violich Capital Management, Inc. | Reduced | 179.3K | 171.9K | -7.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 44.6K | 51.1K | +6.5K |
| DAVENPORT & Co LLC | New | 0 | 6.0K | +6.0K |
| Moran Wealth Management, LLC | Increased | 141.8K | 147.7K | +6.0K |
| Crescent Grove Advisors, LLC | New | 0 | 6.0K | +6.0K |
| Blue Trust, Inc. | Reduced | 9.9K | 4.1K | -5.8K |
| Brookstone Capital Management | Sold Out | 5.2K | 0 | -5.2K |
| Farther Finance Advisors, LLC | Increased | 45.5K | 50.6K | +5.1K |
| Apollon Wealth Management, LLC | New | 0 | 4.9K | +4.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 13.7K | 18.3K | +4.6K |
| Crossmark Global Holdings, Inc. | Reduced | 154.1K | 149.5K | -4.6K |
| Convergence Financial, LLC | New | 0 | 4.5K | +4.5K |
| SAX WEALTH ADVISORS, LLC | New | 0 | 4.3K | +4.3K |
| Euro Pacific Asset Management, LLC | Increased | 60.9K | 64.8K | +3.9K |
| Carter Financial Group, INC. | Sold Out | 3.9K | 0 | -3.9K |
| ASSETMARK, INC | Increased | 5.4K | 9.1K | +3.7K |
| PKO Investment Management Joint-Stock Co | Increased | 77.0K | 80.7K | +3.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 3.6K | +3.6K |
| STRATEGY ASSET MANAGERS LLC | Reduced | 115.5K | 112.0K | -3.5K |
| Lorne Steinberg Wealth Management Inc. | Sold Out | 3.3K | 0 | -3.3K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Sold Out | 3.0K | 0 | -3.0K |
| Veracity Capital LLC | Increased | 6.0K | 9.0K | +3.0K |
| CenterStar Asset Management, LLC | Sold Out | 3.0K | 0 | -3.0K |
| Genesee Capital Advisors, LLC | New | 0 | 3.0K | +3.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 258.4K | 261.2K | +2.8K |
| MISSION WEALTH MANAGEMENT, LP | Reduced | 11.4K | 8.6K | -2.7K |
| Atria Investments, Inc | Increased | 3.7K | 6.5K | +2.7K |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | Increased | 82.2K | 84.8K | +2.7K |
| Symmetry Partners, LLC | New | 0 | 2.7K | +2.7K |
| J. Safra Sarasin Holding AG | Sold Out | 2.7K | 0 | -2.7K |
| JGP Wealth Management, LLC | New | 0 | 2.6K | +2.6K |
| Concurrent Investment Advisors, LLC | Increased | 5.7K | 8.3K | +2.6K |
| SYM FINANCIAL Corp | New | 0 | 2.6K | +2.6K |
| Indivisible Partners | New | 0 | 2.6K | +2.6K |
| Global Financial Private Client, LLC | Increased | 6.9K | 9.4K | +2.6K |
| Sepio Capital, LP | Sold Out | 2.5K | 0 | -2.5K |
| Boltwood Capital Management | New | 0 | 2.5K | +2.5K |
| Abundance Wealth Counselors | Reduced | 5.8K | 3.3K | -2.5K |
| SEVEN MILE ADVISORY | Sold Out | 2.4K | 0 | -2.4K |
| Simplicity Wealth,LLC | Increased | 3.3K | 5.5K | +2.2K |
| Guardian Partners Inc. | Reduced | 67.0K | 65.1K | -2.0K |
| Aaron Wealth Advisors LLC | Increased | 33.9K | 35.8K | +1.9K |
| Root Financial Partners, LLC | New | 0 | 1.8K | +1.8K |
| NBT BANK N A /NY | Sold Out | 1.7K | 0 | -1.7K |
| Kathmere Capital Management, LLC | Increased | 16.6K | 18.3K | +1.7K |
| Traveka Wealth, LLC | Increased | 5.1K | 6.8K | +1.7K |
| JACKSON SQUARE CAPITAL, LLC | Reduced | 13.3K | 11.7K | -1.6K |
| ANCHYRA PARTNERS LLC | Increased | 6.7K | 8.2K | +1.5K |
| FIRST HORIZON CORP | Increased | 2.7K | 4.2K | +1.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.