Position in BHP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,907,148
+$11,766,937 QoQ
Shares Held
515,030
+20.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#27
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Creative Planning holds $117,379,640 across 20 Other Industrial Metals & Mining names. BHP ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
548,276 | $52,047,840 | |
| 2 | BHP |
BHP Group Ltd
This page
|
515,030 | $42,907,148 | |
| 3 | VALE |
Vale S.A.
|
355,934 | $5,353,246 | |
| 4 | MTRN |
MATERION Corp
|
15,812 | $4,702,330 | |
| 5 | CRML |
Critical Metals Corp.
|
321,490 | $3,295,272 | |
| 6 | MP |
MP Materials Corp. / DE
|
57,617 | $3,227,127 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
81,706 | $1,763,215 | |
| 8 | CMP |
Compass Minerals International Inc
|
51,498 | $1,603,131 |
All Filings in BHP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,907,148 | 515,030 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,140,211 | 428,103 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,389,693 | 354,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,098,982 | 288,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,781,329 | 182,602 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,762,468 | 159,919 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,031,607 | 164,481 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,161,100 | 147,498 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,731,511 | 152,943 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,440,739 | 128,978 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,400,889 | 137,621 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,280,518 | 110,417 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,727,016 | 112,737 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,951,574 | 109,629 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,287,650 | 101,332 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,861,636 | 97,155 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,936,311 | 87,866 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,416,769 | 57,175 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,425,588 | 40,192 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,838,541 | 53,037 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,273,068 | 17,480 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,262,947 | 32,612 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,359,425 | 36,110 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,663,150 | 32,163 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,193,421 | 23,998 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $896,886 | 24,445 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||