Who holds BHPticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BHP BILLITON LIMITED · SPONSORED ADS · quarter ended 2026-03-31 · 10 members disclosed BHP ↗

481

holders13F filers reporting this class for the quarter ended 2026-03-31

$4.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

468

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BHP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MORGAN STANLEY	$828M	11,389,124	+11,389,124	new
2	FMR LLC	$343M	4,712,274	+4,712,274	new
3	WELLINGTON MANAGEMENT GROUP LLP	$273M	3,759,916	+3,759,916	new
4	DIMENSIONAL FUND ADVISORS LP	$256M	3,526,902	+3,526,902	new
5	BlackRock, Inc.	$219M	3,012,023	+3,012,023	new
6	BANK OF AMERICA CORP /DE/	$211M	2,904,801	+2,904,801	new
7	CITIGROUP INC	$177M	2,433,415	+2,433,415	new
8	NORTHERN TRUST CORP	$171M	2,349,364	+2,349,364	new
9	SIH Partners, LLLP	$111M	1,520,477	+1,520,477	new
10	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$98.1M	1,348,932	+1,348,932	new
11	AMERICAN CENTURY COMPANIES INC	$95.7M	1,315,675	+1,315,675	new
12	ROYAL BANK OF CANADA	$90.2M	1,239,402	+1,239,402	new
13	BANK OF MONTREAL /CAN/	$83.2M	1,143,647	+1,143,647	new
14	CIBC Bancorp USA Inc.	$78.0M	1,071,071	—	no prior
15	JANE STREET GROUP, LLC	$67.4M	926,450	+926,450	new
16	UBS Group AG	$57.2M	786,289	+786,289	new
17	Townsend & Associates, Inc	$49.8M	618,736	+618,736	new
18	Main Street Research LLC	$37.8M	519,212	+519,212	new
19	Quantinno Capital Management LP	$35.9M	493,604	+493,604	new
20	SCOTIA CAPITAL INC.	$34.9M	479,794	+479,794	new
21	Rockefeller Capital Management L.P.	$34.1M	469,018	+469,018	new
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$33.4M	459,376	+459,376	new
23	RAYMOND JAMES FINANCIAL INC	$32.9M	452,909	+452,909	new
24	Creative Planning	$31.1M	428,103	+428,103	new
25	Bank Julius Baer & Co. Ltd, Zurich	$29.8M	409,811	+409,811	new
26	WELLS FARGO & COMPANY/MN	$25.1M	344,777	+344,777	new
27	FRANKLIN RESOURCES INC	$24.9M	341,995	+341,995	new
28	ENVESTNET ASSET MANAGEMENT INC	$24.7M	339,426	+339,426	new
29	Corient Private Wealth LLC	$23.2M	319,655	+319,655	new
30	LPL Financial LLC	$21.3M	293,144	+293,144	new
31	AQR CAPITAL MANAGEMENT LLC	$17.9M	245,437	+245,437	new
32	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$17.6M	242,134	+242,134	new
33	FOUNDATIONS INVESTMENT ADVISORS, LLC	$16.4M	225,619	+225,619	new
34	Cetera Investment Advisers	$15.5M	213,351	+213,351	new
35	US BANCORP \DE\	$14.7M	202,486	+202,486	new
36	Waverly Advisors, LLC	$13.5M	185,288	+185,288	new
37	HighTower Advisors, LLC	$13.1M	179,803	+179,803	new
38	Grantham, Mayo, Van Otterloo & Co. LLC	$12.7M	174,695	+174,695	new
39	STIFEL FINANCIAL CORP	$12.6M	173,204	+173,204	new
40	QRG CAPITAL MANAGEMENT, INC.	$12.5M	171,764	+171,764	new
41	Optiver Holding B.V.	$12.2M	168,401	+168,401	new
42	Vident Advisory, LLC	$11.7M	160,419	+160,419	new
43	Tidal Investments LLC	$11.5M	158,714	+158,714	new
44	Moran Wealth Management, LLC	$11.1M	151,956	+151,956	new
45	Walleye Trading LLC	$10.4M	142,897	+142,897	new
46	Parallax Volatility Advisers, L.P.	$10.1M	130,111	+130,111	new
47	Addenda Capital Inc.	$9.4M	129,200	+129,200	new
48	Oxbow Advisors, LLC	$9.3M	127,211	+127,211	new
49	Mariner, LLC	$9.2M	126,096	+126,096	new
50	Greenline Partners, LLC	$9.1M	124,833	+124,833	new
51	NewEdge Wealth, LLC	$9.0M	123,640	+123,640	new
52	EARNEST PARTNERS LLC	$8.9M	122,941	+122,941	new
53	Guardian Partners Inc.	$8.9M	122,177	+122,177	new
54	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$8.9M	122,020	+122,020	new
55	STRATEGY ASSET MANAGERS LLC	$8.6M	118,036	+118,036	new
56	Cerity Partners LLC	$8.5M	117,423	+117,423	new
57	MERCER GLOBAL ADVISORS INC /ADV	$8.4M	114,944	+114,944	new
58	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.3M	113,707	+113,707	new
59	Vanguard Personalized Indexing Management, LLC	$7.8M	106,722	+106,722	new
60	NATIONAL BANK OF CANADA /FI/	$7.7M	105,621	+105,621	new
61	Kessler Investment Group, LLC	$7.3M	100,963	+100,963	new
62	OSAIC HOLDINGS, INC.	$7.3M	99,890	+99,890	new
63	Connor, Clark & Lunn Investment Management Ltd.	$7.2M	98,988	+98,988	new
64	Callan Family Office, LLC	$6.9M	95,126	+95,126	new
65	Amundi	$6.8M	93,081	+93,081	new
66	FACTORY MUTUAL INSURANCE CO	$6.5M	89,252	+89,252	new
67	Palogic Value Management, L.P.	$6.3M	86,072	+86,072	new
68	MILLENNIUM MANAGEMENT LLC	$6.1M	84,432	+84,432	new
69	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$5.9M	81,583	+81,583	new
70	NewEdge Advisors, LLC	$5.9M	80,455	+80,455	new
71	CITADEL ADVISORS LLC	$5.8M	79,730	+79,730	new
72	COMMONWEALTH EQUITY SERVICES, LLC	$5.5M	75,594	+75,594	new
73	Kestra Advisory Services, LLC	$5.4M	74,607	+74,607	new
74	QUADRANT CAPITAL GROUP LLC	$5.4M	74,278	+74,278	new
75	SEI INVESTMENTS CO	$5.3M	72,230	+72,230	new
76	ABBINGTON INVESTMENT GROUP	$5.2M	71,096	+71,096	new
77	Strong Tower Advisory Services	$4.9M	66,921	+66,921	new
78	Graham Capital Management, L.P.	$4.7M	64,878	+64,878	new
79	Cohen Investment Advisors LLC	$4.7M	64,768	+64,768	new
80	EAGLE GLOBAL ADVISORS LLC	$4.7M	64,173	+64,173	new
81	PETREDIS INVESTMENT ADVISORS LLC	$4.6M	63,898	+63,898	new
82	&PARTNERS	$4.5M	60,555	+60,555	new
83	FIRST TRUST ADVISORS LP	$4.1M	56,586	+56,586	new
84	PANAGORA ASSET MANAGEMENT INC	$4.1M	56,115	+56,115	new
85	IEQ CAPITAL, LLC	$4.1M	55,775	+55,775	new
86	EVERGREEN CAPITAL MANAGEMENT LLC	$4.0M	55,286	+55,286	new
87	Sequoia Financial Advisors, LLC	$3.9M	53,010	+53,010	new
88	Laird Norton Wetherby Trust Company, LLC	$3.8M	52,201	+52,201	new
89	RITHOLTZ WEALTH MANAGEMENT	$3.8M	51,721	+51,721	new
90	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.6M	50,164	+50,164	new
91	Pathstone Holdings, LLC	$3.6M	49,818	+49,818	new
92	K.J. Harrison & Partners Inc	$3.6M	49,005	+49,005	new
93	Naviter Wealth, LLC	$3.6M	48,872	+48,872	new
94	Integras Partners LLC	$3.5M	48,669	+48,669	new
95	EXCHANGE TRADED CONCEPTS, LLC	$3.5M	48,429	+48,429	new
96	SHRIER WEALTH MANAGEMENT, LLC	$3.4M	46,324	+46,324	new
97	NORTHCAPE WEALTH MANAGEMENT, LLC	$3.2M	44,669	+44,669	new
98	HARDING LOEVNER LP	$3.2M	44,656	+44,656	new
99	XTX Topco Ltd	$3.1M	43,263	+43,263	new
100	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.1M	42,491	+42,491	new
101	Caprock Group, LLC	$2.9M	40,227	+40,227	new
102	Optimist Retirement Group LLC	$2.9M	39,347	+39,347	new
103	Frank, Rimerman Advisors LLC	$2.7M	37,264	+37,264	new
104	Compound Planning, Inc.	$2.7M	37,239	+37,239	new
105	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$2.7M	37,200	+37,200	new
106	RED CEDAR INVESTMENT MANAGEMENT, LLC	$2.7M	37,078	+37,078	new
107	ASSOCIATED BANC-CORP	$2.6M	36,069	+36,069	new
108	CIBC Asset Management Inc	$2.6M	35,504	+35,504	new
109	D. E. Shaw & Co., Inc.	$2.5M	34,830	+34,830	new
110	Focus Partners Wealth	$2.5M	33,916	+33,916	new
111	Legacy Wealth Asset Management, LLC	$2.5M	34,655	+34,655	new
112	Advisors Asset Management, Inc.	$2.5M	34,055	+34,055	new
113	St. Louis Trust Co	$2.5M	33,687	+33,687	new
114	Baird Financial Group, Inc.	$2.4M	33,599	+33,599	new
115	Strategic Global Advisors, LLC	$2.4M	33,577	+33,577	new
116	TD Waterhouse Canada Inc.	$2.4M	32,120	+32,120	new
117	MidFirst Bank	$2.3M	32,117	+32,117	new
118	Massar Capital Management, LP	$2.3M	31,584	+31,584	new
119	Vise Technologies, Inc.	$2.2M	37,241	+37,241	new
120	MML INVESTORS SERVICES, LLC	$2.2M	30,571	+30,571	new
121	Aaron Wealth Advisors LLC	$2.2M	29,907	+29,907	new
122	D.A. DAVIDSON & CO.	$2.2M	29,904	+29,904	new
123	Orion Porfolio Solutions, LLC	$2.2M	29,766	+29,766	new
124	WCG Wealth Advisors LLC	$2.1M	29,403	+29,403	new
125	OPPENHEIMER & CO INC	$2.1M	28,605	+28,605	new
126	Moors & Cabot, Inc.	$2.1M	28,202	+28,202	new
127	Recurrent Investment Advisors LLC	$2.0M	27,271	+27,271	new
128	Castellan Group	$2.0M	27,083	+27,083	new
129	180 WEALTH ADVISORS, LLC	$1.9M	26,111	+26,111	new
130	Royal Fund Management, LLC	$1.9M	26,065	+26,065	new
131	Allspring Global Investments Holdings, LLC	$1.9M	25,811	+25,811	new
132	Summit Trail Advisors, LLC	$1.8M	25,425	+25,425	new
133	Walleye Capital LLC	$1.7M	23,778	+23,778	new
134	VIEWPOINT INVESTMENT PARTNERS CORP	$1.7M	22,680	+22,680	new
135	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$1.7M	23,436	+23,436	new
136	Squarepoint Ops LLC	$1.7M	23,031	+23,031	new
137	CHOREO, LLC	$1.7M	22,928	+22,928	new
138	Jackson Hole Capital Partners, LLC	$1.6M	22,046	+22,046	new
139	Gryphon Financial Partners LLC	$1.6M	21,909	+21,909	new
140	Vestmark Advisory Solutions, Inc.	$1.5M	21,055	+21,055	new
141	Connective Portfolio Management, LLC	$1.5M	20,000	+20,000	new
142	Stratos Wealth Partners, LTD.	$1.4M	19,741	+19,741	new
143	NOVEM GROUP	$1.4M	19,009	+19,009	new
144	Beacon Pointe Advisors, LLC	$1.3M	18,253	+18,253	new
145	Savant Capital, LLC	$1.3M	18,233	+18,233	new
146	MAI Capital Management	$1.3M	17,918	+17,918	new
147	Harbour Capital Advisors, LLC	$1.3M	15,885	+15,885	new
148	Cadence Wealth Management LLC	$1.3M	17,389	+17,389	new
149	MOODY NATIONAL BANK TRUST DIVISION	$1.3M	17,333	+17,333	new
150	BROWN ADVISORY INC	$1.3M	17,293	+17,293	new
151	M&T BANK CORP	$1.2M	17,152	+17,152	new
152	PROFUND ADVISORS LLC	$1.2M	17,104	+17,104	new
153	Abel Hall, LLC	$1.2M	17,037	+17,037	new
154	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.2M	16,862	+16,862	new
155	Checchi Capital Advisers, LLC	$1.2M	16,631	+16,631	new
156	FIDUCIARY TRUST CO	$1.2M	16,465	+16,465	new
157	Smartleaf Asset Management LLC	$1.2M	17,047	+17,047	new
158	Prospera Financial Services Inc	$1.2M	16,174	+16,174	new
159	MONTGOMERY INVESTMENT MANAGEMENT INC	$1.2M	16,150	+16,150	new
160	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.2M	15,962	+15,962	new
161	SAGESPRING WEALTH PARTNERS, LLC	$1.2M	15,953	+15,953	new
162	Independent Advisor Alliance	$1.1M	15,699	+15,699	new
163	CHESAPEAKE CAPITAL CORP /IL/	$1.1M	15,633	+15,633	new
164	TRUIST FINANCIAL CORP	$1.1M	15,470	+15,470	new
165	SPROTT INC.	$1.1M	15,407	+15,407	new
166	MQS Management LLC	$1.1M	14,771	+14,771	new
167	Northwest Bancshares, Inc.	$1.1M	14,682	+14,682	new
168	Qtron Investments LLC	$1.1M	14,667	+14,667	new
169	Beck Bode, LLC	$1.1M	14,660	+14,660	new
170	GUGGENHEIM CAPITAL LLC	$1.1M	14,608	+14,608	new
171	Ballentine Partners, LLC	$1.1M	14,578	+14,578	new
172	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.1M	14,465	+14,465	new
173	Rossmore Private Capital	$1.0M	14,230	+14,230	new
174	DEUTSCHE BANK AG\	$1.0M	14,207	+14,207	new
175	FOUNDERS FINANCIAL SECURITIES LLC	$1.0M	13,375	+13,375	new
176	Berkeley Capital Partners, LLC	$1.0M	14,116	+14,116	new
177	Brevan Howard Capital Management LP	$1.0M	14,468	+14,468	new
178	Kathmere Capital Management, LLC	$1.0M	14,090	+14,090	new
179	Merit Financial Group, LLC	$1.0M	13,764	+13,764	new
180	Kingsview Wealth Management, LLC	$997K	13,713	+13,713	new
181	WealthTrust Axiom LLC	$995K	13,678	+13,678	new
182	ALPINE WOODS CAPITAL INVESTORS, LLC	$980K	13,473	+13,473	new
183	Marshall Financial Group, LLC	$962K	13,231	+13,231	new
184	Banco BTG Pactual S.A.	$960K	13,200	+13,200	new
185	Aptus Capital Advisors, LLC	$959K	13,180	+13,180	new
186	JACKSON SQUARE CAPITAL, LLC	$955K	13,124	+13,124	new
187	BAILARD, INC.	$954K	13,110	+13,110	new
188	Y-Intercept (Hong Kong) Ltd	$949K	13,043	+13,043	new
189	Hartford Funds Management Co LLC	$946K	13,003	+13,003	new
190	Manske Wealth Management	$941K	12,943	+12,943	new
191	U.S. Capital Wealth Advisors, LLC	$931K	12,800	+12,800	new
192	CWM, LLC	$927K	12,746	+12,746	new
193	PRINCIPAL SECURITIES, INC.	$927K	12,739	+12,739	new
194	Private Advisor Group, LLC	$919K	12,638	+12,638	new
195	Burford Brothers, Inc.	$919K	12,628	+12,628	new
196	INDEPENDENT FINANCIAL GROUP, LLC	$907K	12,467	—	no prior
197	Steward Partners Investment Advisory, LLC	$882K	12,130	+12,130	new
198	Bedell Frazier Investment Counselling, LLC	$880K	12,091	+12,091	new
199	SANDLER CAPITAL MANAGEMENT	$859K	11,810	+11,810	new
200	Mutual Advisors, LLC	$840K	11,547	+11,547	new
201	SAGE RHINO CAPITAL LLC	$832K	11,432	+11,432	new
202	Invesco Ltd.	$828K	11,383	+11,383	new
203	Mesirow Financial Investment Management, Inc.	$807K	11,094	+11,094	new
204	Parrish Capital LLC	$797K	10,960	—	no prior
205	Sigma Planning Corp	$793K	10,907	+10,907	new
206	Empowered Funds, LLC	$790K	10,864	+10,864	new
207	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$788K	10,839	+10,839	new
208	PCM Encore, LLC	$766K	10,534	+10,534	new
209	Inspire Advisors, LLC	$765K	10,520	+10,520	new
210	CREDIT AGRICOLE S A	$761K	10,465	+10,465	new
211	Plan A Wealth LLC	$751K	10,329	+10,329	new
212	Gallacher Capital Management LLC	$746K	10,261	+10,261	new
213	SevenBridge Financial Group, LLC	$746K	9,264	+9,264	new
214	Blue Trust, Inc.	$735K	10,102	+10,102	new
215	Cordatus Wealth Management LLC	$733K	10,071	+10,071	new
216	MISSION WEALTH MANAGEMENT, LP	$723K	9,938	+9,938	new
217	STATE STREET CORP	$719K	9,884	+9,884	new
218	True Vision MN LLC	$714K	9,811	+9,811	new
219	Range Financial Group LLC	$710K	9,757	+9,757	new
220	JMN Financial LLC	$703K	9,664	—	no prior
221	ASSETMARK, INC	$702K	9,645	+9,645	new
222	American Trust Investment Advisors, LLC	$701K	9,642	+9,642	new
223	Voleon Capital Management LP	$698K	9,597	+9,597	new
224	Centiva Capital, LP	$684K	9,398	+9,398	new
225	PDS Planning, Inc	$675K	9,277	+9,277	new
226	AXQ CAPITAL, LP	$668K	9,179	+9,179	new
227	INVICTUS PRIVATE WEALTH, LLC	$667K	9,168	+9,168	new
228	Fractal Investments LLC	$655K	9,000	+9,000	new
229	Eaton Financial Holdings Company, LLC	$653K	8,983	+8,983	new
230	Aprio Wealth Management, LLC	$653K	8,972	+8,972	new
231	AE Wealth Management LLC	$648K	8,912	+8,912	new
232	EP Wealth Advisors, LLC	$625K	8,586	+8,586	new
233	Marex Group Ltd	$623K	8,558	+8,558	new
234	XML Financial, LLC	$621K	8,540	+8,540	new
235	BLAIR WILLIAM & CO/IL	$613K	8,421	+8,421	new
236	Uncommon Cents Investing LLC	$612K	8,415	+8,415	new
237	Chicago Partners Investment Group LLC	$611K	7,582	+7,582	new
238	May Hill Capital, LLC	$609K	8,378	+8,378	new
239	Schonfeld Strategic Advisors LLC	$608K	8,363	+8,363	new
240	Bridgewater Advisors Inc.	$607K	6,687	+6,687	new
241	Legal Advantage Investments, Inc.	$604K	8,307	+8,307	new
242	Larry Mathis Financial Planning, LLC	$600K	8,247	+8,247	new
243	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$595K	8,085	+8,085	new
244	Alessandra Capital Management, LLC	$588K	8,082	—	no prior
245	HB Wealth Management, LLC	$584K	8,034	+8,034	new
246	INTRUST BANK NA	$571K	7,855	+7,855	new
247	Lido Advisors, LLC	$570K	7,838	+7,838	new
248	Sivia Capital Partners, LLC	$569K	7,820	+7,820	new
249	COLDSTREAM CAPITAL MANAGEMENT INC	$565K	7,773	+7,773	new
250	VestGen Advisors, LLC	$558K	6,321	+6,321	new
251	Breakwater Capital Group	$556K	7,639	+7,639	new
252	Snowden Capital Advisors LLC	$554K	7,612	+7,612	new
253	Radnor Capital Management, LLC	$553K	7,600	+7,600	new
254	HARMONY ASSET MANAGEMENT LLC	$543K	7,466	+7,466	new
255	Allworth Financial LP	$541K	7,435	+7,435	new
256	Gotham Asset Management, LLC	$538K	7,396	+7,396	new
257	LaSalle St. Investment Advisors, LLC	$528K	7,260	+7,260	new
258	Choate Investment Advisors	$527K	7,246	+7,246	new
259	Frec Markets, Inc.	$518K	7,124	+7,124	new
260	West Family Investments, Inc.	$515K	7,074	+7,074	new
261	Federation des caisses Desjardins du Quebec	$506K	6,961	+6,961	new
262	FOCUSED ALPHA, LLC	$491K	6,745	+6,745	new
263	Investment Research Partners LLC	$488K	6,704	+6,704	new
264	BANK OF NOVA SCOTIA	$487K	6,690	+6,690	new
265	Jain Global LLC	$481K	6,619	+6,619	new
266	INSIGNEO ADVISORY SERVICES, LLC	$481K	6,613	+6,613	new
267	Garner Asset Management Corp	$467K	6,421	+6,421	new
268	Pinnacle Wealth Planning Services, Inc.	$467K	6,418	+6,418	new
269	SCHRODER INVESTMENT MANAGEMENT GROUP	$461K	6,675	+6,675	new
270	SHELTON CAPITAL MANAGEMENT	$458K	6,300	+6,300	new
271	Westover Capital Advisors, LLC	$454K	6,242	+6,242	new
272	SeaCrest Wealth Management, LLC	$453K	6,221	+6,221	new
273	HSBC HOLDINGS PLC	$448K	6,175	+6,175	new
274	Comprehensive Money Management Services LLC	$439K	6,036	+6,036	new
275	Stamos Capital Partners, L.P.	$437K	6,011	+6,011	new
276	Wedmont Private Capital	$431K	5,603	+5,603	new
277	Avidian Wealth Enterprises, LLC	$427K	5,866	+5,866	new
278	Pure Financial Advisors, LLC	$426K	5,855	+5,855	new
279	Veracity Capital LLC	$425K	5,840	+5,840	new
280	Carnegie Lake Advisors LLC	$422K	5,800	+5,800	new
281	Sowell Financial Services LLC	$420K	5,770	+5,770	new
282	DENALI ADVISORS LLC	$412K	5,667	+5,667	new
283	CenterStar Asset Management, LLC	$409K	5,632	+5,632	new
284	Catalyst Investment Management LLC	$406K	5,051	+5,051	new
285	LVW Advisors, LLC	$398K	5,478	+5,478	new
286	NAPLES GLOBAL ADVISORS, LLC	$390K	5,358	+5,358	new
287	JOHNSON INVESTMENT COUNSEL INC	$387K	5,325	+5,325	new
288	Parkside Financial Bank & Trust	$387K	5,324	+5,324	new
289	Avior Wealth Management, LLC	$380K	5,230	+5,230	new
290	FOX RUN MANAGEMENT, L.L.C.	$380K	5,500	+5,500	new
291	Concurrent Investment Advisors, LLC	$377K	5,190	+5,190	new
292	Retirement Planning Co of New England, Inc.	$376K	5,163	+5,163	new
293	Ascent Group, LLC	$374K	5,138	+5,138	new
294	OLD NATIONAL BANCORP /IN/	$368K	5,059	+5,059	new
295	Successful Portfolios LLC	$367K	5,146	+5,146	new
296	Cromwell Holdings LLC	$365K	5,015	+5,015	new
297	Timber Creek Capital Management LLC	$364K	5,000	+5,000	new
298	Trek Financial, LLC	$363K	4,991	+4,991	new
299	AMG National Trust Bank	$357K	4,911	+4,911	new
300	Wright Wealth LLC	$346K	4,757	+4,757	new
301	Williams & Novak Wealth Management, LLC	$345K	4,689	+4,689	new
302	Inspire Investing, LLC	$345K	4,736	+4,736	new
303	Centurion Wealth Management LLC	$342K	4,700	+4,700	new
304	Envestnet Portfolio Solutions, Inc.	$338K	4,652	+4,652	new
305	Cresset Asset Management, LLC	$338K	4,648	+4,648	new
306	EVOLVE PRIVATE WEALTH, LLC	$334K	4,587	+4,587	new
307	Aspen Wealth Strategies, LLC	$333K	4,582	+4,582	new
308	55 North Private Wealth, LLC	$333K	4,580	+4,580	new
309	GREAT VALLEY ADVISOR GROUP, INC.	$332K	4,557	+4,557	new
310	RWA WEALTH PARTNERS, LLC	$316K	4,350	+4,350	new
311	RIVERSEDGE ADVISORS, LLC	$316K	4,347	+4,347	new
312	Avestar Capital, LLC	$315K	4,328	+4,328	new
313	Farringdon Capital, Ltd.	$311K	4,271	+4,271	new
314	Essex Financial Services, Inc.	$309K	4,253	+4,253	new
315	VectorGlobal IAG, Inc.	$308K	4,241	—	no prior
316	ROBERTS GLORE & CO INC /IL/	$308K	4,230	+4,230	new
317	New Republic Capital, LLC	$304K	4,178	+4,178	new
318	Knollwood Investment Advisory, LLC	$302K	4,150	+4,150	new
319	Pinnacle Financial Partners, Inc.	$301K	4,140	+4,140	new
320	Sandy Cove Advisors, LLC	$297K	4,082	+4,082	new
321	Corps Capital Advisors, LLC	$291K	4,000	+4,000	new
322	PFG Investments, LLC	$290K	3,982	+3,982	new
323	HUB Investment Partners, LLC	$287K	3,947	+3,947	new
324	EXENCIAL WEALTH ADVISORS, LLC	$279K	3,835	+3,835	new
325	Walser Wealth Management Company, A Ltd Liability Co	$277K	3,813	+3,813	new
326	FIFTH THIRD BANCORP	$277K	3,803	+3,803	new
327	SouthState Bank Corp	$276K	3,794	+3,794	new
328	AlTi Global, Inc.	$275K	3,783	+3,783	new
329	EVOKE WEALTH, LLC	$270K	3,708	+3,708	new
330	Cherokee Insurance Co	$269K	3,700	+3,700	new
331	Wealthcare Capital Partners, LLC	$268K	3,685	+3,685	new
332	COMMERCE BANK	$268K	3,685	+3,685	new
333	Affinity Capital Advisors, LLC	$267K	3,670	+3,670	new
334	Aviance Capital Partners, LLC	$266K	3,656	+3,656	new
335	Abundance Wealth Counselors	$265K	3,644	+3,644	new
336	J.W. COLE ADVISORS, INC.	$264K	3,633	+3,633	new
337	WELCH & FORBES LLC	$263K	3,619	+3,619	new
338	CVA Family Office, LLC	$262K	3,600	+3,600	new
339	Larson Financial Group LLC	$262K	3,599	+3,599	new
340	Freestone Capital Holdings, LLC	$257K	3,530	+3,530	new
341	Keebeck Wealth Management	$255K	3,507	+3,507	new
342	Resonant Capital Advisors, LLC	$255K	3,504	+3,504	new
343	FORTRESS PRIVATE LEDGER, LLC	$253K	3,484	+3,484	new
344	UHLMANN PRICE SECURITIES, LLC	$253K	3,482	+3,482	new
345	INTEGRAL INVESTMENT ADVISORS, INC.	$253K	3,477	+3,477	new
346	Corecam Pte. Ltd.	$252K	3,470	+3,470	new
347	Torrey Growth & Income Advisors	$252K	3,530	+3,530	new
348	MATHER GROUP, LLC.	$249K	3,423	+3,423	new
349	BXM Wealth LLC	$245K	3,375	+3,375	new
350	XXI WEALTH, LLC	$245K	3,370	+3,370	new
351	SmartHarvest Portfolios, LLC	$244K	3,354	+3,354	new
352	Pekin Hardy Strauss, Inc.	$241K	3,315	+3,315	new
353	CENTRAL TRUST Co	$241K	3,308	+3,308	new
354	SAPIENT CAPITAL LLC	$240K	3,295	+3,295	new
355	Gateway Wealth Partners, LLC	$238K	3,266	+3,266	new
356	HORIZON KINETICS ASSET MANAGEMENT LLC	$235K	3,231	+3,231	new
357	WEXFORD CAPITAL LP	$234K	3,213	+3,213	new
358	Keudell/Morrison Wealth Management	$233K	3,200	+3,200	new
359	Fortress Financial Solutions, LLC	$230K	3,161	+3,161	new
360	Klingman & Associates, LLC	$229K	3,149	+3,149	new
361	Leonteq Securities AG	$228K	3,138	+3,138	new
362	Syverson Strege & Co	$227K	3,124	+3,124	new
363	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$226K	2,948	+2,948	new
364	Ewing Morris & Co. Investment Partners Ltd.	$225K	3,090	+3,090	new
365	Walker Asset Management, LLC	$224K	3,085	+3,085	new
366	Calamos Advisors LLC	$224K	3,078	+3,078	new
367	Calamos Wealth Management LLC	$224K	3,078	+3,078	new
368	Focus Partners Advisor Solutions, LLC	$223K	3,069	+3,069	new
369	Legacy Edge Advisors, LLC	$222K	3,054	+3,054	new
370	ELEVATION POINT WEALTH PARTNERS, LLC	$221K	3,045	+3,045	new
371	GREENWOOD GEARHART LLC	$218K	3,000	+3,000	new
372	R Squared Ltd	$213K	2,932	+2,932	new
373	Hardy Reed LLC	$212K	2,919	+2,919	new
374	Flatrock Wealth Partners LLC	$205K	2,818	—	no prior
375	Lighthouse Investment Partners, LLC	$204K	2,808	+2,808	new
376	Smith Thornton Advisors LLC	$204K	2,800	+2,800	new
377	HBK Sorce Advisory LLC	$202K	2,387	+2,387	new
378	EARNED WEALTH ADVISORS, LLC	$201K	2,764	+2,764	new
379	BALDWIN WEALTH PARTNERS LLC/MA	$200K	2,750	+2,750	new
380	Owl Creek Wealth Partners LLC	$171K	2,350	—	no prior
381	Acropolis Investment Management, LLC	$145K	1,998	+1,998	new
382	Manchester Capital Management LLC	$134K	1,845	+1,845	new
383	SUMMIT SECURITIES GROUP LLC	$131K	1,800	+1,800	new
384	Arax Advisory Partners	$126K	1,727	+1,727	new
385	DELTA ASSET MANAGEMENT LLC/TN	$126K	1,733	+1,733	new
386	Vermillion Wealth Management, Inc.	$108K	1,487	+1,487	new
387	Solstein Capital, LLC	$106K	1,459	+1,459	new
388	UMB Bank, n.a.	$105K	1,439	+1,439	new
389	MONTAG A & ASSOCIATES INC	$101K	1,387	+1,387	new
390	Zurcher Kantonalbank (Zurich Cantonalbank)	$98.9K	1,359	+1,359	new
391	Axiom Investment Management LLC	$95.8K	1,317	—	no prior
392	NATIXIS	$92.7K	1,274	+1,274	new
393	HHM Wealth Advisors, LLC	$89.5K	1,230	+1,230	new
394	Bell Investment Advisors, Inc	$86.0K	1,182	+1,182	new
395	True Wealth Design, LLC	$79.2K	1,089	+1,089	new
396	HOEY INVESTMENTS, INC	$72.7K	1,000	+1,000	new
397	GHP Investment Advisors, Inc.	$62.9K	865	+865	new
398	Grove Bank & Trust	$62.3K	857	+857	new
399	JFS WEALTH ADVISORS, LLC	$58.3K	801	+801	new
400	SALEM INVESTMENT COUNSELORS INC	$54.9K	755	+755	new
401	Addison Advisors LLC	$54.6K	751	+751	new
402	Cassaday & Co Wealth Management LLC	$53.7K	738	+738	new
403	SHP Wealth Management	$50.9K	700	+700	new
404	CHILTON CAPITAL MANAGEMENT LLC	$50.2K	690	+690	new
405	Pingora Partners LLC	$50.1K	689	+689	new
406	Hilltop National Bank	$49.1K	675	+675	new
407	Caldwell Trust Co	$48.0K	660	+660	new
408	Frazier Financial Advisors, LLC	$38.2K	525	+525	new
409	Center for Financial Planning, Inc.	$36.4K	500	+500	new
410	FINANCIAL CONSULATE, INC	$33.9K	466	+466	new
411	Bangor Savings Bank	$32.5K	447	+447	new
412	Costello Asset Management, INC	$32.4K	445	+445	new
413	Rakuten Securities, Inc.	$32.2K	443	+443	new
414	EASTERN BANK	$30.9K	425	+425	new
415	SJS Investment Consulting Inc.	$30.1K	414	+414	new
416	PROSPERITY BANCSHARES INC	$29.2K	402	+402	new
417	Avalon Trust Co	$29.1K	400	+400	new
418	Financial Perspectives, Inc	$26.6K	365	+365	new
419	Vanguard National Trust Co	$26.3K	361	—	no prior
420	AMERIFLEX GROUP, INC.	$26.1K	359	+359	new
421	ALERUS FINANCIAL NA	$24.2K	333	+333	new
422	Destiny Wealth Partners, LLC	$22.8K	313	+313	new
423	Breakwater Investment Management	$20.7K	285	+285	new
424	Annis Gardner Whiting Capital Advisors, LLC	$20.2K	278	+278	new
425	Atlantic Union Bankshares Corp	$20.0K	275	+275	new
426	WealthCollab, LLC	$19.8K	272	+272	new
427	Retirement Wealth Solutions LLC	$19.5K	268	+268	new
428	Physician Wealth Advisors, Inc.	$18.8K	259	+259	new
429	Asset Dedication, LLC	$18.5K	254	+254	new
430	JPL Wealth Management, LLC	$15.1K	208	+208	new
431	MASECO LLP	$14.0K	193	+193	new
432	Triumph Capital Management	$14.0K	192	+192	new
433	Signature Equity Partners, LLC	$12.2K	168	+168	new
434	ARMSTRONG ADVISORY GROUP, INC	$11.6K	160	+160	new
435	Evelyn Partners Investment Management Services Ltd	$11.3K	155	+155	new
436	American Capital Advisory, LLC	$10.3K	141	+141	new
437	NFSG Corp	$10.2K	140	+140	new
438	Key FInancial Inc	$9.7K	134	+134	new
439	MV CAPITAL MANAGEMENT, INC.	$8.7K	119	+119	new
440	Prestige Wealth Management Group LLC	$8.4K	116	+116	new
441	Intentional Wealth Strategies, LLC	$8.1K	111	—	no prior
442	Abound Wealth Management	$7.9K	108	+108	new
443	Stone House Investment Management, LLC	$7.7K	106	+106	new
444	Acumen Wealth Advisors, LLC	$7.6K	105	+105	new
445	HRT FINANCIAL LP	$7.5K	103,740	+103,740	new
446	Signature Resources Capital Management, LLC	$7.4K	102	+102	new
447	DecisionPoint Financial, LLC	$7.3K	100	+100	new
448	Kingdom Financial Group LLC.	$7.1K	97	+97	new
449	BIRCHBROOK, INC.	$6.8K	93	+93	new
450	Rialto Wealth Management, LLC	$6.6K	91	+91	new
451	Burk Holdings LLC	$6.0K	82	+82	new
452	Murphy & Mullick Capital Management Corp	$5.2K	71	+71	new
453	Bank of Jackson Hole Trust	$5.1K	70	0	no change
454	INGALLS & SNYDER LLC	$3.7K	50,919	+50,919	new
455	Westfuller Advisors, LLC	$3.6K	50	+50	new
456	PEAPACK GLADSTONE FINANCIAL CORP	$3.5K	48,256	+48,256	new
457	Transamerica Financial Advisors, LLC	$3.2K	44	+44	new
458	BROWN, LISLE/CUMMINGS, INC.	$2.9K	40	+40	new
459	Elevated Capital Advisors, LLC	$2.8K	39	+39	new
460	IMG Wealth Management, Inc.	$2.8K	39	+39	new
461	Dogwood Wealth Management LLC	$2.7K	37	+37	new
462	Meramec Financial Planners, LLC	$2.5K	32	+32	new
463	SWAN Capital LLC	$2.0K	27	+27	new
464	PARK AVENUE SECURITIES LLC	$1.9K	25,574	+25,574	new
465	Hamrick Investment Counsel, llc	$1.8K	25	—	no prior
466	Caitong International Asset Management Co., Ltd	$1.5K	21	+21	new
467	MCGUIRE CAPITAL ADVISORS INC	$1.5K	20	+20	new
468	Kilter Group LLC	$655	9	+9	new
469	Bollard Group LLC	$631	8,676	+8,676	new
470	WPG Advisers, LLC	$582	8	+8	new
471	Nvest Wealth Strategies, Inc.	$510	7	+7	new
472	Beaird Harris Wealth Management, LLC	$428	6	+6	new
473	THRIVENT FINANCIAL FOR LUTHERANS	$281	3,863	+3,863	new
474	VALLEY NATIONAL ADVISERS INC	$29	400	+400	new
475	Centerpoint Advisors, LLC	$20	275	+275	new
476	HAZLETT, BURT & WATSON, INC.	$14	201	+201	new
477	Avion Wealth	$6	89	+89	new
478	Smithfield Trust Co	$3	40	+40	new
479	Capital Analysts, LLC	$2	24	+24	new
480	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	new
481	Activest Wealth Management	$0	0	0	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BHP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $538K held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BHP BILLITON LIMITED

Merged timeline of congressional filings and notable-manager moves on BHP
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	new	+7,396 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed BHP — the congressional view ↗