Jeremy Grantham's BHP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 174,695 shares of BHP Group Limited (BHP) worth $12.71 M, representing 0.03% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in BHP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 49,673 shares. Largest reduction occurred in Q3 2025, reducing 246 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's BHP Group Limited (BHP) Holding Value Over Time
Track share changes against reported price movement
Quarterly BHP Group Limited (BHP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +43,854 | Add 33.52% | 174,695 | $72.74 |
| Q4 2025 | +18,412 | Add 16.38% | 130,841 | $60.37 |
| Q3 2025 | -246 | Reduce 0.22% | 112,429 | $55.75 |
| Q2 2025 | +40,629 | Add 56.39% | 112,675 | $48.09 |
| Q1 2025 | +49,673 | Add 222.02% | 72,046 | $48.54 |
| Q4 2024 | +22,373 | New Buy | 22,373 | $48.83 |
Jeremy Grantham's BHP Group Limited Investment FAQs
Jeremy Grantham first purchased BHP Group Limited (BHP) in Q4 2024, acquiring 22,373 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held BHP Group Limited (BHP) for 6 quarters since Q4 2024.
Jeremy Grantham's largest addition to BHP Group Limited (BHP) was in Q1 2025, adding 72,046 shares worth $3.5 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 174,695 shares of BHP Group Limited (BHP), valued at approximately $12.71 M.
As of the Q1 2026 filing, BHP Group Limited (BHP) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in BHP Group Limited (BHP) was 174,695 shares, as reported at the end of Q1 2026.