BP PLC
BP- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0000313807
No open-market purchases or sales by BP PLC insiders were filed in the last 90 days; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $13.4B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in BP PLC as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 965
- 0 vs. Q2 2021
- Shares held
- 296.1M
- +5.09M (+1.7%) vs. Q2 2021
- Total value
- $8.09B
- +$404.9M (+5.3%) vs. Q2 2021
- New holders
- 80
- 364 more added
- Sold out
- 80
- 331 more reduced
16 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,171 | $13.4B |
| Q1 2026 | 1,264 | $16.6B |
| Q4 2025 | 1,152 | $11.4B |
| Q3 2025 | 1,111 | $10.6B |
| Q2 2025 | 1,060 | $9.47B |
| Q1 2025 | 1,132 | $11.2B |
| Q4 2024 | 1,086 | $9.06B |
| Q3 2024 | 1,094 | $9.36B |
| Q2 2024 | 1,176 | $11.1B |
| Q1 2024 | 1,200 | $12.2B |
| Q4 2023 | 1,183 | $11.5B |
| Q3 2023 | 1,137 | $12.7B |
| Q2 2023 | 1,121 | $11.3B |
| Q1 2023 | 1,142 | $11.9B |
| Q4 2022 | 1,104 | $10.5B |
| Q3 2022 | 1,002 | $8.35B |
| Q2 2022 | 1,011 | $8.37B |
| Q1 2022 | 1,026 | $8.53B |
| Q4 2021 | 1,002 | $7.92B |
| Q3 2021 | 965 | $8.09B |
| Q2 2021 | 981 | $7.69B |
| Q1 2021 | 922 | $6.73B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 964 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,004 | $27.0K | 0.00% | −66−6.2% | Reduced |
| Wall Street Access Asset Management, LLC | 1,000 | $27.0K | 0.01% | +1,000 | New |
| Strategic Asset Management, LLC | 1,000 | $28.0K | 0.04% | +1,000 | New |
| Reilly Financial Advisors, LLC | 1,078 | $29.0K | 0.00% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 1,061 | $29.0K | 0.01% | +253+31.3% | Added |
| Cahill Financial Advisors Inc | 1,072 | $29.0K | 0.01% | +1,072 | New |
| Consolidated Planning Corp | 1,068 | $29.0K | 0.02% | +1,068 | New |
| Valley National Advisers Inc | 1,102 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,104 | $30.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,113 | $31.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,144 | $31.0K | 0.00% | +1,144 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,149 | $31.0K | 0.00% | +1,149 | New |
| Carolinas Wealth Consulting LLC | 1,158 | $32.0K | 0.01% | +50+4.5% | Added |
| Howe & Rusling Inc | 1,196 | $33.0K | 0.00% | −247−17.1% | Reduced |
| Phoenix Wealth Advisors | 1,200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,240 | $34.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,270 | $35.0K | 0.03% | −882−41.0% | Reduced |
| Larson Financial Group LLC | 1,266 | $35.0K | 0.01% | −14−1.1% | Reduced |
| Institutional & Family Asset Management, LLC | 1,355 | $37.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,370 | $37.0K | 0.02% | +4+0.3% | Added |
| Sageworth Trust Co | 1,380 | $38.0K | 0.00% | −812−37.0% | Reduced |
| Arlington Partners LLC | 1,400 | $38.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,380 | $38.0K | 0.02% | +9+0.7% | Added |
| Johnson Financial Group, Inc. | 1,471 | $40.0K | 0.00% | −300−16.9% | Reduced |
| Berman Capital Advisors, LLC | 1,476 | $40.0K | 0.01% | +37+2.6% | Added |
| Ameritas Investment Partners, Inc. | 1,524 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,500 | $41.0K | 0.01% | +1,500 | New |
| Central Bank & Trust Co | 1,543 | $42.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,582 | $43.0K | 0.03% | −115−6.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 1,581 | $43.2K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,600 | $44.0K | 0.02% | −68,510−97.7% | Reduced |
| Tarbox Family Office, Inc. | 1,603 | $44.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,640 | $44.8K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,675 | $45.0K | 0.00% | −21,748−92.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,711 | $46.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,747 | $47.0K | 0.00% | +55+3.3% | Added |
| Sandy Spring Bank | 1,707 | $47.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,715 | $47.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,780 | $49.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 1,814 | $50.0K | 0.06% | +5+0.3% | Added |
| Anchor Investment Management, LLC | 1,836 | $50.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,863 | $51.0K | 0.01% | −600−24.4% | Reduced |
| MCF Advisors LLC | 1,878 | $51.0K | 0.01% | +6+0.3% | Added |
| Community Bank, N.A. | 1,910 | $52.0K | 0.01% | −350−15.5% | Reduced |
| Toth Financial Advisory Corp | 1,950 | $53.0K | 0.01% | −79−3.9% | Reduced |
| Norway Savings Bank | 1,940 | $53.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,017 | $55.0K | 0.00% | −10.0% | Reduced |
| Smithfield Trust Co | 2,103 | $57.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,093 | $57.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,093 | $57.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,137 | $58.0K | 0.01% | −1,446−40.4% | Reduced |
| Tradition Wealth Management, LLC | 2,201 | $60.0K | 0.01% | +256+13.2% | Added |
| Arrow Financial Corp | 2,322 | $63.0K | 0.01% | +200+9.4% | Added |
| Eagle Bay Advisors LLC | 2,316 | $64.0K | 0.04% | −201−8.0% | Reduced |
| Ade, LLC | 2,358 | $64.0K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,346 | $64.0K | 0.01% | +146+6.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,376 | $64.9K | 0.00% | −1,450−37.9% | Reduced |
| Bartlett & Co. LLC | 2,376 | $65.0K | 0.00% | −1,450−37.9% | Reduced |
| Laurel Wealth Advisors LLC | 2,405 | $66.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,408 | $66.0K | 0.02% | +26+1.1% | Added |
| McIlrath & Eck, LLC | 2,488 | $68.0K | 0.02% | −1,959−44.1% | Reduced |
| BerganKDV Wealth Management, LLC | 2,477 | $68.0K | 0.01% | −100−3.9% | Reduced |
| Firestone Capital Management | 2,560 | $68.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,482 | $68.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,548 | $69.6K | 0.00% | +1,500+143.1% | Added |
| Selective Wealth Management, Inc. | 2,565 | $70.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 2,571 | $70.0K | 0.03% | +27+1.1% | Added |
| Evermay Wealth Management LLC | 2,643 | $72.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 2,500 | $72.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,645 | $72.0K | 0.01% | +904+51.9% | Added |
| Caldwell Trust Co | 2,642 | $72.2K | 0.01% | −200−7.0% | Reduced |
| Vestor Capital, LLC | 2,748 | $75.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 2,885 | $76.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 2,786 | $76.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,834 | $77.0K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,849 | $78.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,890 | $79.0K | 0.00% | −600−17.2% | Reduced |
| Avion Wealth | 2,891 | $79.0K | 0.02% | +5+0.2% | Added |
| Adirondack Trust Co | 2,750 | $79.0K | 0.04% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,894 | $79.0K | 0.05% | +2,000+223.7% | Added |
| JCIC Asset Management Inc. | 2,935 | $80.0K | 0.03% | −75−2.5% | Reduced |
| Lindbrook Capital, LLC | 2,936 | $80.0K | 0.02% | +244+9.1% | Added |
| Assetmark, Inc | 2,949 | $81.0K | 0.00% | +1,464+98.6% | Added |
| Barrett Asset Management, LLC | 3,000 | $82.0K | 0.00% | −556−15.6% | Reduced |
| Trustcore Financial Services, LLC | 3,045 | $83.0K | 0.01% | −857−22.0% | Reduced |
| Brewin Dolphin Ltd | 3,077 | $84.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,157 | $86.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 3,217 | $88.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,217 | $88.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,269 | $89.0K | 0.06% | −540−14.2% | Reduced |
| Addison Advisors LLC | 3,262 | $89.0K | 0.07% | +18+0.6% | Added |
| Hudock, Inc. | 3,376 | $92.0K | 0.03% | −2,751−44.9% | Reduced |
| Old North State Trust, LLC | 3,350 | $92.0K | 0.08% | +1,078+47.4% | Added |
| CNB Bank | 3,424 | $94.0K | 0.06% | −171−4.8% | Reduced |
| American State Bank (Iowa) | 3,480 | $95.1K | 0.07% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,508 | $96.0K | 0.01% | +650+22.7% | Added |
| Ellis Investment Partners, LLC | 3,625 | $99.0K | 0.03% | +43+1.2% | Added |
| Hills Bank & Trust Co | 3,703 | $101.0K | 0.02% | −528−12.5% | Reduced |
| Sittner & Nelson, LLC | 3,733 | $102.0K | 0.07% | +2,500+202.8% | Added |