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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 8,808 | $241.0K | 0.17% | +444+5.3% | Added |
| Tiedemann Advisors, LLC | 8,871 | $242.0K | 0.01% | −738−7.7% | Reduced |
| Successful Portfolios LLC | 8,840 | $242.0K | 0.14% | −125−1.4% | Reduced |
| Marietta Investment Partners LLC | 8,900 | $243.0K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,911 | $244.0K | 0.01% | −36,306−80.3% | Reduced |
| Calton & Associates, Inc. | 8,985 | $245.0K | 0.05% | +23+0.3% | Added |
| Winch Advisory Services, LLC | 8,978 | $245.0K | 0.09% | +5,887+190.5% | Added |
| Charter Trust Co | 9,038 | $247.0K | 0.02% | −140−1.5% | Reduced |
| Optimum Investment Advisors | 9,058 | $248.0K | 0.10% | −400−4.2% | Reduced |
| Howland Capital Management LLC | 9,100 | $249.0K | 0.01% | −400−4.2% | Reduced |
| Pavion Blue Capital, LLC | 9,105 | $249.0K | 0.15% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 9,116 | $249.0K | 0.21% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 9,095 | $249.0K | 0.09% | +810+9.8% | Added |
| Noesis Capital Mangement Corp | 9,127 | $249.0K | 0.05% | +400+4.6% | Added |
| Pinnacle Financial Partners Inc | 9,152 | $250.0K | 0.01% | −499−5.2% | Reduced |
| Chatham Capital Group, Inc. | 9,145 | $250.0K | 0.05% | −75−0.8% | Reduced |
| Shoker Investment Counsel, Inc. | 9,218 | $251.0K | 0.13% | −1,259−12.0% | Reduced |
| Pin Oak Investment Advisors Inc | 9,282 | $254.0K | 0.28% | −435−4.5% | Reduced |
| Two Sigma Securities, LLC | 9,329 | $255.0K | 0.05% | −44,249−82.6% | Reduced |
| Financial Advisory Service, Inc. | 9,346 | $255.0K | 0.02% | −253−2.6% | Reduced |
| Flputnam Investment Management Co | 9,321 | $255.0K | 0.01% | −175−1.8% | Reduced |
| Sonora Investment Management, LLC | 9,327 | $255.0K | 0.03% | +2,200+30.9% | Added |
| United Asset Strategies, Inc. | 9,400 | $257.0K | 0.03% | −114−1.2% | Reduced |
| NBT Bank N A | 9,425 | $257.0K | 0.04% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 9,398 | $257.0K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 9,396 | $257.0K | 0.01% | +807+9.4% | Added |
| Bridge Creek Capital Management LLC | 9,450 | $258.0K | 0.10% | +1,050+12.5% | Added |
| Resources Investment Advisors, LLC. | 9,514 | $260.0K | 0.01% | +734+8.4% | Added |
| MONECO Advisors, LLC | 9,523 | $260.0K | 0.10% | +1,886+24.7% | Added |
| Deltec Asset Management LLC | 9,600 | $262.0K | 0.04% | −100−1.0% | Reduced |
| Arden Trust Co | 9,611 | $263.0K | 0.04% | −2,650−21.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,630 | $263.0K | 0.00% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 9,676 | $264.0K | 0.05% | −334−3.3% | Reduced |
| B. Riley Wealth Management, Inc. | 9,648 | $264.0K | 0.02% | +1,466+17.9% | Added |
| IHT Wealth Management, LLC | 9,695 | $265.0K | 0.02% | −15,332−61.3% | Reduced |
| CX Institutional | 9,748 | $266.0K | 0.02% | +97+1.0% | Added |
| Van Leeuwen & Company, LLC | 9,871 | $270.0K | 0.17% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,870 | $270.0K | 0.12% | +1,512+18.1% | Added |
| NTV Asset Management LLC | 9,959 | $272.0K | 0.05% | +200+2.0% | Added |
| Eastern Bank | 10,000 | $273.0K | 0.01% | −1,058−9.6% | Reduced |
| RSM US Wealth Management LLC | 10,141 | $277.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 10,136 | $277.0K | 0.18% | +30.0% | Added |
| Moneta Group Investment Advisors LLC | 10,172 | $278.0K | 0.01% | −2,356−18.8% | Reduced |
| Country Club Trust Company, n.a. | 10,245 | $278.0K | 0.02% | −123−1.2% | Reduced |
| Weather Gauge Advisory, LLC | 10,192 | $279.0K | 0.36% | −550−5.1% | Reduced |
| Herold Advisors, Inc. | 10,242 | $279.0K | 0.11% | +10,242 | New |
| 180 Wealth Advisors, LLC | 9,369 | $280.0K | 0.06% | +73+0.8% | Added |
| Bank of Nova Scotia | 10,315 | $282.0K | 0.00% | −480−4.4% | Reduced |
| Sigma Investment Counselors Inc | 10,351 | $283.0K | 0.02% | +10,351 | New |
| Oxford Financial Group Ltd | 10,498 | $287.0K | 0.04% | +31+0.3% | Added |
| Retirement Group, LLC | 17,684 | $287.0K | 0.13% | +9,000+103.6% | Added |
| Lake Street Advisors Group, LLC | 10,529 | $288.0K | 0.03% | +10,529 | New |
| Adell Harriman & Carpenter Inc | 10,565 | $288.7K | 0.03% | +2,200+26.3% | Added |
| Princeton Global Asset Management LLC | 10,600 | $290.0K | 0.09% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 10,629 | $290.0K | 0.00% | +933+9.6% | Added |
| Prudential Financial Inc | 11,612 | $293.0K | 0.00% | +825+7.6% | Added |
| Moloney Securities Asset Management, LLC | 10,827 | $296.0K | 0.05% | −996−8.4% | Reduced |
| Advisors Management Group Inc | 10,814 | $296.0K | 0.09% | +29+0.3% | Added |
| Principal Street Partners, LLC | 10,815 | $296.0K | 0.08% | +10,815 | New |
| Quilter Plc | 10,991 | $300.0K | 0.01% | −304−2.7% | Reduced |
| Financial Strategies Group, Inc. | 10,983 | $300.0K | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,999 | $301.0K | 0.02% | −2,355−17.6% | Reduced |
| Northeast Investment Management | 10,997 | $301.0K | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 11,019 | $301.0K | 0.16% | +1,803+19.6% | Added |
| Avantax Planning Partners, Inc. | 11,096 | $303.0K | 0.01% | +169+1.5% | Added |
| Capital Asset Advisory Services LLC | 11,133 | $304.0K | 0.03% | −1,284−10.3% | Reduced |
| BSW Wealth Partners | 11,109 | $304.0K | 0.08% | 00.0% | Unchanged |
| Plancorp, LLC | 11,128 | $304.0K | 0.02% | +32+0.3% | Added |
| Northern Oak Wealth Management Inc | 11,250 | $307.0K | 0.04% | +500+4.7% | Added |
| Personal Cfo Solutions, LLC | 11,220 | $307.0K | 0.06% | +840+8.1% | Added |
| Credential Qtrade Securities Inc. | 11,266 | $307.9K | 0.02% | +2,521+28.8% | Added |
| 9258 Wealth Management, LLC | 11,256 | $308.0K | 0.08% | −241−2.1% | Reduced |
| Fort Point Capital Partners LLC | 11,262 | $308.0K | 0.05% | −77−0.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 11,288 | $309.0K | 0.20% | +164+1.5% | Added |
| EP Wealth Advisors, LLC | 11,315 | $309.0K | 0.01% | +11,315 | New |
| KLCM Advisors, Inc. | 11,339 | $310.0K | 0.07% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 11,395 | $311.0K | 0.10% | −198−1.7% | Reduced |
| Brookstone Capital Management | 10,670 | $311.0K | 0.01% | +887+9.1% | Added |
| Allworth Financial LP | 11,456 | $313.0K | 0.01% | +1,043+10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 11,538 | $315.0K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 11,574 | $316.0K | 0.08% | +19+0.2% | Added |
| Ar Asset Management Inc | 11,642 | $318.0K | 0.09% | 00.0% | Unchanged |
| Nwam LLC | 11,688 | $319.0K | 0.03% | −6,492−35.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,717 | $320.0K | 0.02% | −1,772−13.1% | Reduced |
| Archford Capital Strategies, LLC | 11,809 | $323.0K | 0.08% | −134−1.1% | Reduced |
| Choate Investment Advisors | 11,879 | $325.0K | 0.02% | −161−1.3% | Reduced |
| Meristem Family Wealth, LLC | 11,878 | $325.0K | 0.03% | +11,878 | New |
| Arkfeld Wealth Strategies, L.L.C. | 11,337 | $327.0K | 0.20% | +10.0% | Added |
| Boston Financial Mangement LLC | 11,955 | $327.0K | 0.01% | +11,955 | New |
| Jacobi Capital Management LLC | 11,997 | $328.0K | 0.04% | −5,959−33.2% | Reduced |
| Asset Allocation & Management Company, LLC | 12,000 | $328.0K | 0.18% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,056 | $329.0K | 0.12% | −70−0.6% | Reduced |
| Peddock Capital Advisors, LLC | 12,044 | $329.0K | 0.12% | 00.0% | Unchanged |
| Kings Point Capital Management | 12,074 | $330.0K | 0.03% | +30.0% | Added |
| American Trust Investment Advisors, LLC | 12,085 | $330.0K | 0.19% | +12,085 | New |
| Atlas Capital Advisors LLC | 12,099 | $330.7K | 0.05% | +6,395+112.1% | Added |
| M&R Capital Management Inc | 12,160 | $332.0K | 0.08% | −12,695−51.1% | Reduced |
| Fruth Investment Management | 12,192 | $333.0K | 0.10% | −272−2.2% | Reduced |
| Rosenberg Matthew Hamilton | 12,212 | $334.0K | 0.13% | +40.0% | Added |
| WESPAC Advisors SoCal, LLC | 11,796 | $335.0K | 0.11% | +1,300+12.4% | Added |