Position in BHP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,612,934
+$1,126,202 QoQ
Shares Held
31,364
+53.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $11,578,713 across 14 Other Industrial Metals & Mining names. BHP ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
44,214 | $4,197,235 | |
| 2 | BHP |
BHP Group Ltd
This page
|
31,364 | $2,612,934 | |
| 3 | MP |
MP Materials Corp. / DE
|
24,382 | $1,365,635 | |
| 4 | USAR |
USA Rare Earth, Inc.
|
58,038 | $1,252,460 | |
| 5 | VALE |
Vale S.A.
|
41,852 | $629,454 | |
| 6 | MTRN |
MATERION Corp
|
1,894 | $563,256 | |
| 7 | CMP |
Compass Minerals International Inc
|
8,447 | $262,955 | |
| 8 | UAMY |
United States Antimony Corp
|
28,273 | $205,261 |
All Filings in BHP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,612,934 | 31,364 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,486,732 | 20,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,110,868 | 18,401 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,160,981 | 38,762 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,916,194 | 39,846 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,897,428 | 39,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,498,191 | 51,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,863,689 | 158,810 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,168,596 | 160,599 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,161,229 | 158,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,554,958 | 198,433 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,595,777 | 186,283 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,559,363 | 143,445 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,387,304 | 132,271 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,867,390 | 62,327 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,037,928 | 60,710 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,766,527 | 49,244 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,251,607 | 42,092 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,073,929 | 17,795 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $984,126 | 18,388 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,218,227 | 16,727 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,260,538 | 18,166 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $874,509 | 13,384 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $672,127 | 12,998 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $309,619 | 6,226 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $226,854 | 6,183 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||