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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3,817 | $104.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,889 | $106.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,987 | $109.0K | 0.00% | −154−3.7% | Reduced |
| Hoese & Co LLP | 4,040 | $110.0K | 0.12% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,049 | $111.0K | 0.01% | +20.0% | Added |
| Atwood & Palmer Inc | 4,200 | $115.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4,286 | $117.0K | 0.03% | −437−9.3% | Reduced |
| Contravisory Investment Management, Inc. | 4,394 | $120.0K | 0.04% | +3,439+360.1% | Added |
| Kowal Investment Group, LLC | 4,526 | $124.0K | 0.04% | +4,526 | New |
| Edmond de Rothschild Holding S.A. | 4,600 | $126.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4,610 | $126.0K | 0.00% | +4,280+1,297.0% | Added |
| D'Orazio & Associates, Inc. | 4,700 | $128.0K | 0.03% | +653+16.1% | Added |
| Private Capital Group, LLC | 4,739 | $130.0K | 0.03% | +465+10.9% | Added |
| Versant Capital Management, Inc | 4,904 | $134.0K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,007 | $137.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,000 | $137.0K | 0.04% | +4,000+400.0% | Added |
| First National Bank of South Miami | 5,089 | $139.0K | 0.09% | +442+9.5% | Added |
| Estabrook Capital Management | 5,302 | $144.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,342 | $147.0K | 0.02% | −662−11.0% | Reduced |
| Creative Financial Designs Inc | 5,453 | $149.0K | 0.02% | −581−9.6% | Reduced |
| American Research & Management Co. | 5,445 | $149.0K | 0.03% | −126−2.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 5,846 | $160.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,972 | $163.0K | 0.04% | +5+0.1% | Added |
| Bedel Financial Consulting, Inc. | 6,015 | $164.0K | 0.06% | −925−13.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,033 | $164.0K | 0.01% | +1,030+20.6% | Added |
| Kistler-Tiffany Companies, LLC | 6,153 | $168.0K | 0.04% | +304+5.2% | Added |
| Cito Capital Group, LLC | 6,280 | $172.0K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,280 | $172.0K | 0.03% | +500+8.7% | Added |
| Column Capital Advisors, LLC | 6,333 | $173.0K | 0.04% | +4,965+362.9% | Added |
| Resources Management Corp | 6,450 | $176.0K | 0.03% | −10,000−60.8% | Reduced |
| Glassman Wealth Services | 6,488 | $177.0K | 0.04% | +141+2.2% | Added |
| JJJ Advisors Inc. | 6,638 | $181.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,668 | $182.0K | 0.02% | +2,319+53.3% | Added |
| Hexagon Capital Partners LLC | 6,950 | $190.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 7,047 | $193.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,196 | $197.0K | 0.01% | +752+11.7% | Added |
| Liberty Wealth Management LLC | 7,310 | $200.0K | 0.07% | +180+2.5% | Added |
| Oarsman Capital, Inc. | 7,330 | $200.0K | 0.08% | +7,330 | New |
| Marcum Wealth, LLC | 7,323 | $200.0K | 0.03% | +7,323 | New |
| Brown Advisory Securities, LLC | 7,382 | $201.0K | 0.06% | −1,169−13.7% | Reduced |
| Frontier Wealth Management LLC | 7,341 | $201.0K | 0.01% | −500−6.4% | Reduced |
| Crewe Advisors LLC | 7,354 | $201.0K | 0.05% | −395−5.1% | Reduced |
| Wedgewood Investors Inc | 7,362 | $201.0K | 0.26% | +7,362 | New |
| Lynch & Associates | 7,387 | $202.0K | 0.05% | −6,110−45.3% | Reduced |
| MAI Capital Management | 7,383 | $202.0K | 0.00% | −3,976−35.0% | Reduced |
| Peoples Financial Services Corp. | 7,413 | $202.0K | 0.09% | −52−0.7% | Reduced |
| Financial Partners Capital Management LLC | 7,407 | $202.4K | 0.04% | +7,407 | New |
| Regal Investment Advisors LLC | 7,443 | $203.0K | 0.02% | +7,443 | New |
| Chicago Partners Investment Group LLC | 7,437 | $204.0K | 0.01% | −6,015−44.7% | Reduced |
| Goelzer Investment Management, Inc. | 7,509 | $205.0K | 0.02% | −1,155−13.3% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,485 | $205.0K | 0.03% | +7,485 | New |
| Bell & Brown Wealth Advisors, LLC | 7,489 | $205.0K | 0.11% | +7,489 | New |
| Sentinel Trust Co Lba | 7,545 | $206.0K | 0.03% | −6,012−44.3% | Reduced |
| Mairs & Power Inc | 7,526 | $206.0K | 0.00% | −750−9.1% | Reduced |
| Patten Group, Inc. | 7,524 | $206.0K | 0.06% | −155−2.0% | Reduced |
| BCJ Capital Management, LLC | 7,565 | $207.0K | 0.02% | +7,565 | New |
| D.B. Root & Company, LLC | 7,623 | $208.0K | 0.08% | −1,356−15.1% | Reduced |
| FRG Family Wealth Advisors LLC | 7,600 | $208.0K | 0.04% | +7,600 | New |
| StoneX Group Inc. | 7,646 | $209.0K | 0.03% | −1,684−18.0% | Reduced |
| SevenBridge Financial Group, LLC | 7,629 | $209.0K | 0.07% | −205−2.6% | Reduced |
| Perkins Capital Management Inc | 7,650 | $209.0K | 0.13% | +7,650 | New |
| Pinnacle Family Advisors, LLC | 7,802 | $213.0K | 0.10% | +54+0.7% | Added |
| MUFG Americas Holdings Corp | 7,828 | $214.0K | 0.00% | +2,000+34.3% | Added |
| Wealthspire Advisors, LLC | 7,822 | $214.0K | 0.00% | +7,822 | New |
| Prime Capital Investment Advisors, LLC | 7,855 | $215.0K | 0.01% | −5,082−39.3% | Reduced |
| Bryn Mawr Trust Co | 7,884 | $215.0K | 0.01% | −4,427−36.0% | Reduced |
| Rathbone Brothers plc | 7,908 | $216.0K | 0.00% | +7,908 | New |
| TCTC Holdings, LLC | 7,950 | $217.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 7,288 | $218.0K | 0.03% | −80−1.1% | Reduced |
| Summit Financial Group Inc | 8,000 | $219.0K | 0.08% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,062 | $220.0K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 8,149 | $223.0K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 8,172 | $223.0K | 0.02% | +372+4.8% | Added |
| WealthTrust Axiom LLC | 8,209 | $224.0K | 0.08% | +8,209 | New |
| Kalos Management, Inc. | 8,021 | $224.0K | 0.06% | +8,021 | New |
| Altfest L J & Co Inc | 8,221 | $225.0K | 0.05% | −129−1.5% | Reduced |
| North Point Portfolio Managers Corp | 8,257 | $226.0K | 0.03% | −3,688−30.9% | Reduced |
| Axiom Investment Management LLC | 8,268 | $226.0K | 0.23% | −3,155−27.6% | Reduced |
| Quest Capital Management Inc | 8,253 | $226.0K | 0.04% | −15−0.2% | Reduced |
| Toronto Dominion Bank | 8,308 | $227.0K | 0.00% | −4,050−32.8% | Reduced |
| Sandbox Financial Partners, LLC | 8,340 | $228.0K | 0.16% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 8,382 | $229.0K | 0.01% | +8,382 | New |
| Windsor Group LTD | 8,391 | $232.0K | 0.05% | −26−0.3% | Reduced |
| People's United Financial, Inc. | 8,489 | $232.0K | 0.01% | +8,489 | New |
| Cozad Asset Management Inc | 8,536 | $233.0K | 0.04% | −460−5.1% | Reduced |
| BigSur Wealth Management LLC | 8,509 | $233.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,538 | $233.0K | 0.03% | +565+7.1% | Added |
| Onyx Bridge Wealth Group LLC | 7,892 | $234.0K | 0.09% | +7,892 | New |
| Bell Bank | 8,600 | $235.0K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8,630 | $236.0K | 0.02% | −1,034−10.7% | Reduced |
| Heritage Investors Management Corp | 8,632 | $236.0K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 8,625 | $236.0K | 0.03% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 8,620 | $236.0K | 0.10% | +8,620 | New |
| Shufro Rose & Co LLC | 8,686 | $237.0K | 0.02% | −1,300−13.0% | Reduced |
| Univest Financial Corp | 8,644 | $237.0K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,698 | $237.0K | 0.01% | +8,698 | New |
| Whelan Financial | 8,684 | $237.0K | 0.22% | +8,684 | New |
| Hancock Whitney Corp | 8,712 | $238.0K | 0.01% | +970+12.5% | Added |
| Change Path, LLC | 8,712 | $238.0K | 0.01% | +8,712 | New |
| Clarius Group, LLC | 8,753 | $239.0K | 0.02% | +910+11.6% | Added |