Also trades as: BHP.AX (ASX) · $vol 307M · BBL (NYSE) · $vol 228M · BHP.L (LSE) · $vol 37M · BHPLF (OTC) · $vol 4M · BIL.DE (XETRA) · $vol 3M · BHP.SW (SIX) · $vol 0M · BLT.SW (SIX)
BHP Institutional Ownership
BHP Group Limited
1W: -4.9%
1M: -6.9%
3M: -5.6%
YTD: +28.1%
1Y: +43.1%
3Y: +53.6%
5Y: +98.3%
$82.60
+3.47 (+4.39%)
After Hours: $82.09 (-0.51, -0.62%)
Weekly Expected Move ±3.2%
$73
$75
$78
$80
$83
Credit Risk of going bust: lower than 75% of companies Debt: 11.9% of company value Bonds: $335.1M held by 210 funds, 59 bp over Treasuries → details ▾
If the stock fell to about $0.78 (down 99.0%), BHP Group Limited would be worth roughly what it owes.
Total debt $27.12B against a stock market value of $201.11B.
Distance to default 8.59 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $13.62B (short-term plus half of long-term), stock volatility 34.0%; Altman Z'' 4.23. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $27.12B against a stock market value of $201.11B.
Distance to default 8.59 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $13.62B (short-term plus half of long-term), stock volatility 34.0%; Altman Z'' 4.23. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
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Earnings
Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — BHP
876
Institutional Holders
+63 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
142
New Positions
306
Increased
256
Reduced
44
Closed
0.89
Put/Call Ratio
Ownership Trends
Top Institutional Holders (937 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 24,341,120 | $1.9B | +468,876 | +2.0% | 33Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 10,439,817 | $826M | +1,073,664 | +11.5% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 10,435,371 | $826M | -953,753 | -8.4% | 60Q | SEC ↗ |
| 4 | FMR LLC | 6,726,970 | $532M | +2,014,696 | +42.8% | 36Q | SEC ↗ |
| 5 | CITIGROUP INC | 5,627,636 | $445M | +3,194,221 | +131.3% | 103Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 3,524,310 | $279M | -235,606 | -6.3% | 83Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 3,493,023 | $276M | -33,879 | -1.0% | 86Q | SEC ↗ |
| 8 | BlackRock, Inc. | 3,449,549 | $273M | +437,526 | +14.5% | 8Q | SEC ↗ |
| 9 | PRICE T ROWE ASSOCIATES INC /MD | 2,925,650 | $232M | +2,714,169 | +1283.4% | 16Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 2,389,343 | $189M | +39,979 | +1.7% | 86Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 2,359,119 | $187M | -545,682 | -18.8% | 15Q | SEC ↗ |
| 12 | NEUBERGER BERMAN GROUP LLC | 2,313,533 | $183M | +56,489 | +2.5% | 30Q | SEC ↗ |
| 13 | Capital World Investors NEW | 2,133,461 | $169M | — | +0.0% | 1Q | SEC ↗ |
| 14 | UBS Group AG | 1,603,162 | $127M | +816,873 | +103.9% | 47Q | SEC ↗ |
| 15 | AMERICAN CENTURY COMPANIES INC | 1,589,573 | $126M | +273,898 | +20.8% | 15Q | SEC ↗ |
| 16 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 1,348,932 | $107M | — | +0.0% | 18Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 1,321,629 | $105M | +346,870 | +35.6% | 94Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 1,292,335 | $102M | +52,933 | +4.3% | 84Q | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 1,052,118 | $83M | -18,953 | -1.8% | 2Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 664,244 | $53M | +12,599 | +1.9% | 16Q | SEC ↗ |
| 21 | Townsend & Associates, Inc | 619,268 | $49M | +532 | +0.1% | 16Q | SEC ↗ |
| 22 | Quantinno Capital Management LP | 598,618 | $47M | +105,014 | +21.3% | 15Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 543,760 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 543,760 | $43M | +84,384 | +18.4% | 15Q | SEC ↗ |
| 25 | BARCLAYS PLC | 541,049 | $43M | -49,314 | -8.4% | 67Q | SEC ↗ |
| 26 | Main Street Research LLC | 528,051 | $42M | +8,839 | +1.7% | 2Q | SEC ↗ |
| 27 | SCOTIA CAPITAL INC. | 518,568 | $41M | +38,774 | +8.1% | 24Q | SEC ↗ |
| 28 | Creative Planning | 515,030 | $41M | +86,927 | +20.3% | 59Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 508,813 | $40M | -634,834 | -55.5% | 53Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 467,587 | $37M | -1,431 | -0.3% | 31Q | SEC ↗ |
| 31 | Bank Julius Baer & Co. Ltd, Zurich | 465,756 | $37M | +55,945 | +13.7% | 7Q | SEC ↗ |
| 32 | Pacific Heights Asset Management LLC | 450,000 | $36M | +25,000 | +5.9% | 83Q | SEC ↗ |
| 33 | NORGES BANK NEW | 421,334 | $33M | — | +0.0% | 1Q | SEC ↗ |
| 34 | GABELLI FUNDS LLC | 408,500 | $32M | -22,500 | -5.2% | 66Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 397,906 | $31M | +152,469 | +62.1% | 10Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 397,669 | $31M | -55,240 | -12.2% | 7Q | SEC ↗ |
| 37 | CIBC WORLD MARKET INC. | 372,457 | $29M | +163,747 | +78.5% | 45Q | SEC ↗ |
| 38 | Willis Investment Counsel | 331,239 | $26M | +16,230 | +5.2% | 69Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 325,110 | $26M | -14,316 | -4.2% | 70Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 323,491 | $26M | -21,286 | -6.2% | 101Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 312,468 | $25M | -7,187 | -2.2% | 15Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 312,072 | $25M | -29,923 | -8.7% | 22Q | SEC ↗ |
| 43 | Caisse de depot et placement du Quebec NEW | 303,483 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 44 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 298,700 | $24M | +56,566 | +23.4% | 27Q | SEC ↗ |
| 45 | VAN ECK ASSOCIATES CORP | 296,980 | $24M | +26,586 | +9.8% | 10Q | SEC ↗ |
| 46 | NATIXIS ADVISORS, LLC | 283,338 | $22M | +40,705 | +16.8% | 96Q | SEC ↗ |
| 47 | LPL Financial LLC | 266,543 | $21M | -26,601 | -9.1% | 54Q | SEC ↗ |
| 48 | Connor, Clark & Lunn Investment Manage | 261,513 | $21M | +162,525 | +164.2% | 9Q | SEC ↗ |
| 49 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 258,419 | $20M | +2,835 | +1.1% | 2Q | SEC ↗ |
| 50 | Foundations Investment Advisors, LLC | 239,946 | $19M | +14,327 | +6.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Capital World Investors | 2,133,461 | $169M |
| Sixth Street Partners Management Co | 543,760 | $43M |
| NORGES BANK | 421,334 | $33M |
| Caisse de depot et placement du Que | 303,483 | $24M |
| TriCert Investment Counsel Inc. | 234,828 | $19M |
| Nuveen, LLC | 184,501 | $15M |
| Tower Research Capital LLC (TRC) | 168,452 | $13M |
| Curated Wealth Partners LLC | 150,023 | $12M |
| Westend Capital Management, LLC | 107,037 | $8M |
| BAROMETER CAPITAL MANAGEMENT INC. | 93,800 | $7M |
| Geneva Partners, LLC | 82,280 | $7M |
| Capital International, Inc./CA | 58,573 | $5M |
| Capital Investment Counsel, LLC | 56,371 | $4M |
| XY Capital Ltd | 41,449 | $3M |
| Horizon Investments, LLC | 40,840 | $3M |
| Bluespring Wealth Management, LLC | 33,313 | $3M |
| Meridian Wealth Management, LLC | 31,036 | $2M |
| Bleakley Financial Group, LLC | 25,407 | $2M |
| Polymer Capital Management (HK) LTD | 24,400 | $2M |
| Verition Fund Management LLC | 20,000 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | 575,410 | $46M |
| Campbell & CO Investment Adviser LL | 232,558 | $18M |
| Optiver Holding B.V. | 168,401 | $13M |
| Aquatic Capital Management LLC | 151,226 | $12M |
| Hikari Power Ltd | 147,400 | $12M |
| Qube Research & Technologies Ltd | 144,880 | $11M |
| Holowesko Partners Ltd. | 116,800 | $9M |
| Forum Financial Management, LP | 75,967 | $6M |
| Quadrature Capital Ltd | 56,192 | $4M |
| Ovata Capital Management Ltd | 46,187 | $4M |
| XTX Topco Ltd | 43,263 | $3M |
| Vise Technologies, Inc. | 37,241 | $3M |
| D. E. Shaw & Co., Inc. | 34,830 | $3M |
| OLD MISSION CAPITAL LLC | 28,165 | $2M |
| GROUP ONE TRADING LLC | 27,926 | $2M |
| PRIMORIS WEALTH ADVISORS, LLC | 23,000 | $2M |
| Connective Portfolio Management, LL | 20,000 | $2M |
| MQS Management LLC | 14,771 | $1M |
| Baader Bank Aktiengesellschaft | 14,668 | $1M |
| Brevan Howard Capital Management LP | 14,468 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITIGROUP INC | +3,194,221 | +131.3% | 5,627,636 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,714,169 | +1283.4% | 2,925,650 |
| FMR LLC | +2,014,696 | +42.8% | 6,726,970 |
| GOLDMAN SACHS GROUP INC | +1,073,664 | +11.5% | 10,439,817 |
| UBS Group AG | +816,873 | +103.9% | 1,603,162 |
| Fisher Asset Management, LLC | +468,876 | +2.0% | 24,341,120 |
| BlackRock, Inc. | +437,526 | +14.5% | 3,449,549 |
| JPMORGAN CHASE & CO | +346,870 | +35.6% | 1,321,629 |
| AMERICAN CENTURY COMPANIES INC | +273,898 | +20.8% | 1,589,573 |
| CIBC WORLD MARKET INC. | +163,747 | +78.5% | 372,457 |
| Connor, Clark & Lunn Investment Man | +162,525 | +164.2% | 261,513 |
| AQR CAPITAL MANAGEMENT LLC | +152,469 | +62.1% | 397,906 |
| CITADEL ADVISORS LLC | +140,257 | +175.9% | 219,987 |
| Quantinno Capital Management LP | +105,014 | +21.3% | 598,618 |
| Invesco Ltd. | +100,529 | +883.2% | 111,912 |
| Creative Planning | +86,927 | +20.3% | 515,030 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +84,384 | +18.4% | 543,760 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +56,566 | +23.4% | 298,700 |
| NEUBERGER BERMAN GROUP LLC | +56,489 | +2.5% | 2,313,533 |
| Bank Julius Baer & Co. Ltd, Zurich | +55,945 | +13.7% | 465,756 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SIH Partners, LLLP | -1,436,834 | -94.5% | 83,643 |
| MORGAN STANLEY | -953,753 | -8.4% | 10,435,371 |
| JANE STREET GROUP, LLC | -904,789 | -97.7% | 21,661 |
| BANK OF MONTREAL /CAN | -634,834 | -55.5% | 508,813 |
| BANK OF AMERICA CORP /DE | -545,682 | -18.8% | 2,359,119 |
| WELLINGTON MANAGEMENT GROUP LLP | -235,606 | -6.3% | 3,524,310 |
| BNP PARIBAS FINANCIAL MARKETS | -192,598 | -83.6% | 37,869 |
| Janney Montgomery Scott LLC | -158,291 | -75.1% | 52,576 |
| Parallax Volatility Advisers, L.P. | -123,496 | -94.9% | 6,615 |
| MILLENNIUM MANAGEMENT LLC | -78,763 | -93.3% | 5,669 |
| HRT FINANCIAL LP | -65,251 | -62.9% | 38,489 |
| Vident Advisory, LLC | -65,135 | -40.6% | 95,284 |
| Graham Capital Management, L.P. | -58,458 | -90.1% | 6,420 |
| RAYMOND JAMES FINANCIAL INC | -55,240 | -12.2% | 397,669 |
| Guardian Partners Inc. | -55,152 | -45.1% | 67,025 |
| BARCLAYS PLC | -49,314 | -8.4% | 541,049 |
| Kestra Advisory Services, LLC | -46,606 | -62.5% | 28,001 |
| Myriad Asset Management Advisors LL | -41,285 | -56.9% | 31,302 |
| DIMENSIONAL FUND ADVISORS LP | -33,879 | -1.0% | 3,493,023 |
| FRANKLIN RESOURCES INC | -29,923 | -8.7% | 312,072 |