13FPulse
BH

BHP BHP GROUP LTD-SPON ADR

2026Q2 · CUSIP 088606108 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
804
Institutions that reported holding it to the SEC
Net increase in holders
+69
Last quarter 735 → now 804
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

804 funds held BHP at the end of 2026Q2, up 69 from the quarter before. That is stronger buying than 96.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $51.3B(YoY -7.9%), the P/E is 21.2x. BHP has had 18 buying rushes in its history, and the price moved +3.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=414 2013Q4: holders=427 2014Q1: holders=419 2014Q2: holders=431 2014Q3: holders=430 2014Q4: holders=386 2015Q1: holders=390 2015Q2: holders=380 2015Q3: holders=342 2015Q4: holders=292 2016Q1: holders=285 2016Q2: holders=299 2016Q3: holders=311 2016Q4: holders=345 2017Q1: holders=344 2017Q2: holders=322 2017Q3: holders=337 2017Q4: holders=376 2018Q1: holders=379 2018Q2: holders=376 2018Q3: holders=384 2018Q4: holders=391 2019Q1: holders=410 2019Q2: holders=411 2019Q3: holders=376 2019Q4: holders=408 2020Q1: holders=363 2020Q2: holders=362 2020Q3: holders=397 2020Q4: holders=442 2021Q1: holders=500 2021Q2: holders=510 2021Q3: holders=488 2021Q4: holders=504 2022Q1: holders=634 2022Q2: holders=580 2022Q3: holders=553 2022Q4: holders=640 2023Q1: holders=665 2023Q2: holders=664 2023Q3: holders=658 2023Q4: holders=703 2024Q1: holders=687 2024Q2: holders=659 2024Q3: holders=664 2024Q4: holders=646 2025Q1: holders=619 2025Q2: holders=618 2025Q3: holders=631 2025Q4: holders=684 2026Q1: holders=735 2026Q2: holders=804 -130 -65 +0 +65 +130 256551845 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q4 Top 10% +13.5%
2023Q4 Top 20% +4.4% -8.3%
2023Q1 Top 10% -4.9% +5.4%
2022Q4 Top 5% -10.3% -14.4%
2022Q1 Top 1% in the market +0.3% +10.1%
2021Q1 Top 5% -11.6% -24.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
177
Change in large funds
+20
Total value they hold
$9.6B
Funds buying for the first time
139
Funds that sold out entirely
70
Price change that quarter
+11.8%
Funds holding puts (bearish)
19
Funds holding calls (bullish)
24

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
21.2
EPS (TTM)
$4.43
EPS YoY
+14.1%
Revenue (TTM)
$51.3B
Revenue YoY
-7.9%
Net margin
ROE
Debt ratio
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.