Filing Research | BHP BILLITON LIMITED Institutional Holdings

Snapshot holdings

50 / 221 loaded

#		Instrument	quantity
1	Townsend & Associates, Inc	Shares	619.3KSH	$49.8M
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	258.4KSH	$21.5M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	199.5KSH	$16.6M
4	Violich Capital Management, Inc.	Shares	179.3KSH	$14.9M
5	Crossmark Global Holdings, Inc.	Shares	154.1KSH	$12.8M
6	Addenda Capital Inc.	Shares	129.2KSH	$10.8M
7	Kessler Investment Group, LLC	Shares	99.1KSH	$8.3M
8	FACTORY MUTUAL INSURANCE CO	Shares	89.3KSH	$7.4M
9	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	82.2KSH	$6.8M
10	PKO Investment Management Joint-Stock Co	Shares	77.0KSH	$6.4M
11	PETREDIS INVESTMENT ADVISORS LLC	Shares	63.7KSH	$5.3M
12	AUGUSTINE ASSET MANAGEMENT INC	Shares	63.3KSH	$5.3M
13	Capital Investment Counsel, LLC	Shares	56.4KSH	$4.7M
14	Strong Tower Advisory Services	Shares	55.5KSH	$4.6M
15	Sequoia Financial Advisors, LLC	Shares	55.2KSH	$4.6M
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	53.9KSH	$4.5M
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	49.6KSH	$4.1M
18	SIGNATUREFD, LLC	Shares	49.4KSH	$4.1M
19	Integras Partners LLC	Shares	48.2KSH	$4.0M
20	SHRIER WEALTH MANAGEMENT, LLC	Shares	46.3KSH	$3.9M
21	Farther Finance Advisors, LLC	Shares	45.5KSH	$3.8M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.6KSH	$3.6M
23	Y-Intercept (Hong Kong) Ltd	Shares	36.1KSH	$3.0M
24	Aaron Wealth Advisors LLC	Shares	33.9KSH	$2.8M
25	Myriad Asset Management Advisors LLC	Shares	31.3KSH	$2.6M
26	D.A. DAVIDSON & CO.	Shares	27.0KSH	$2.2M
27	Royal Fund Management, LLC	Shares	25.2KSH	$2.1M
28	180 WEALTH ADVISORS, LLC	Shares	25.1KSH	$2.1M
29	SBI Securities Co., Ltd.	Shares	24.8KSH	$2.1M
30	Castellan Group	Shares	24.7KSH	$2.1M
31	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	21.8KSH	$2.0M
32	GREENLEAF TRUST	Shares	20.9KSH	$1.7M
33	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	20.2KSH	$1.7M
34	MOODY NATIONAL BANK TRUST DIVISION	Shares	17.8KSH	$1.5M
35	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	17.7KSH	$1.5M
36	Prospera Financial Services Inc	Shares	16.8KSH	$1.4M
37	Ballentine Partners, LLC	Shares	16.7KSH	$1.4M
38	Versant Capital Management, Inc	Shares	16.7KSH	$1.4M
39	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	16.1KSH	$1.3M
40	Merit Financial Group, LLC	Shares	16.0KSH	$1.3M
41	Harbour Capital Advisors, LLC	Shares	15.8KSH	$1.3M
42	Gleason Group, Inc.	Shares	15.2KSH	$1.3M
43	Legacy Wealth Asset Management, LLC	Shares	14.9KSH	$1.2M
44	NOVEM GROUP	Shares	14.4KSH	$1.2M
45	Marshall Financial Group, LLC	Shares	14.3KSH	$1.2M
46	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.7KSH	$1.1M
47	JACKSON SQUARE CAPITAL, LLC	Shares	13.3KSH	$1.1M
48	Venturi Wealth Management, LLC	Shares	13.1KSH	$1.1M
49	Sivia Capital Partners, LLC	Shares	12.9KSH	$1.1M
50	LOUISBOURG INVESTMENTS INC.	Shares	12.7KSH	$1.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 227 loaded

#		Instrument
1	Capital Investment Counsel, LLC new	Shares	+56.4K	+$4.7M	$4.7M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+27.7K	+$4.1M	$16.6M
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+2.8K	+$2.9M	$21.5M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+23.0K	+$2.1M	$3.0M
5	Crossmark Global Holdings, Inc. added	Shares	+1.5K	+$1.7M	$12.8M
6	Addenda Capital Inc. unchanged	Shares	0	+$1.4M	$10.8M
7	Violich Capital Management, Inc. trimmed	Shares	-7.6K	+$1.3M	$14.9M
8	SIGNATUREFD, LLC added	Shares	+6.5K	+$998.6K	$4.1M
9	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$943.4K	$7.4M
10	Kessler Investment Group, LLC trimmed	Shares	-1.8K	+$913.6K	$8.3M
11	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+582	+$910.8K	$6.8M
12	Sequoia Financial Advisors, LLC added	Shares	+2.2K	+$745.9K	$4.6M
13	PETREDIS INVESTMENT ADVISORS LLC trimmed	Shares	-160	+$662.1K	$5.3M
14	AUGUSTINE ASSET MANAGEMENT INC trimmed	Shares	-286	+$648.2K	$5.3M
15	Aaron Wealth Advisors LLC added	Shares	+4.0K	+$647.9K	$2.8M
16	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.2K	+$612.0K	$4.1M
17	Global Financial Private Client, LLC new	Shares	+6.9K	+$571.0K	$571.0K
18	Sivia Capital Partners, LLC added	Shares	+5.0K	+$501.9K	$1.1M
19	SHRIER WEALTH MANAGEMENT, LLC trimmed	Shares	-15	+$488.4K	$3.9M
20	Integras Partners LLC trimmed	Shares	-460	+$476.1K	$4.0M
21	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.4K	+$471.3K	$4.5M
22	Brookstone Capital Management new	Shares	+5.2K	+$430.1K	$430.1K
23	LVW Advisors, LLC added	Shares	+4.0K	+$390.1K	$788.6K
24	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+4.5K	+$377.0K	$377.0K
25	BENJAMIN EDWARDS INC new	Shares	+4.4K	+$364.4K	$364.4K
26	Red Door Wealth Management, LLC new	Shares	+4.0K	+$335.0K	$335.0K
27	Ballentine Partners, LLC added	Shares	+2.2K	+$333.5K	$1.4M
28	Merit Financial Group, LLC added	Shares	+2.3K	+$333.2K	$1.3M
29	Composition Wealth, LLC new	Shares	+4.0K	+$330.8K	$330.8K
30	GAMMA Investing LLC added	Shares	+2.7K	+$313.1K	$916.0K
31	RFG Advisory, LLC new	Shares	+3.7K	+$307.0K	$307.0K
32	Venturi Wealth Management, LLC added	Shares	+1.9K	+$278.9K	$1.1M
33	Foster Group, Inc. new	Shares	+3.3K	+$276.5K	$276.5K
34	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-922	+$271.1K	$2.0M
35	Diversified Trust Co new	Shares	+3.2K	+$265.1K	$265.1K
36	Mayflower Financial Advisors, LLC new	Shares	+3.2K	+$263.1K	$263.1K
37	Nolet Wealth Management, LLC new	Shares	+2.9K	+$243.5K	$243.5K
38	GREENLEAF TRUST added	Shares	+230	+$238.1K	$1.7M
39	Canopy Partners, LLC new	Shares	+2.8K	+$236.8K	$236.8K
40	Marshall Financial Group, LLC added	Shares	+1.1K	+$232.4K	$1.2M
41	STABLEFORD CAPITAL II LLC new	Shares	+2.8K	+$230.4K	$230.4K
42	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+2.7K	+$226.7K	$226.7K
43	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.4K	+$224.4K	$947.3K
44	North Capital, Inc. new	Shares	+2.7K	+$223.9K	$223.9K
45	Prospera Financial Services Inc added	Shares	+608	+$221.6K	$1.4M
46	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+100	+$220.9K	$1.7M
47	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+419	+$218.1K	$1.5M
48	Optas, LLC new	Shares	+2.6K	+$216.9K	$216.9K
49	Intrua Financial, LLC new	Shares	+2.6K	+$216.4K	$216.4K
50	Abundance Wealth Counselors added	Shares	+2.1K	+$215.6K	$480.7K

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