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, Q4 2021
Institutional positions in BP PLC as of Dec 31, 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
- 1,002
- +51 vs. Q3 2021
- Shares held
- 297.6M
- +1.95M (+0.7%) vs. Q3 2021
- Total value
- $7.92B
- −$150.4M (−1.9%) vs. Q3 2021
- New holders
- 148
- 314 more added
- Sold out
- 97
- 360 more reduced
14 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 8,158 | $217.0K | 0.01% | −224−2.7% | Reduced |
| Citizens Financial Group Inc | 8,149 | $217.0K | 0.01% | 00.0% | Unchanged |
| Univest Financial Corp | 8,102 | $216.0K | 0.06% | −542−6.3% | Reduced |
| Altfest L J & Co Inc | 8,110 | $216.0K | 0.04% | −111−1.4% | Reduced |
| Optimum Investment Advisors | 8,058 | $215.0K | 0.08% | −1,000−11.0% | Reduced |
| Cozad Asset Management Inc | 8,071 | $215.0K | 0.03% | −465−5.4% | Reduced |
| Quest Capital Management Inc | 8,061 | $215.0K | 0.04% | −192−2.3% | Reduced |
| Cohen Capital Management, Inc. | 8,062 | $215.0K | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 8,032 | $214.0K | 0.01% | −600−7.0% | Reduced |
| Summit Financial Group Inc | 8,000 | $213.0K | 0.07% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 7,954 | $212.0K | 0.01% | −1,694−17.6% | Reduced |
| Successful Portfolios LLC | 7,960 | $212.0K | 0.12% | −880−10.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,951 | $212.0K | 0.17% | +7,951 | New |
| Rathbone Brothers plc | 7,908 | $211.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,916 | $211.0K | 0.02% | +473+6.4% | Added |
| StrategIQ Financial Group, LLC | 7,906 | $211.0K | 0.02% | +7,906 | New |
| Comerica Securities,inc. | 7,881 | $210.0K | 0.01% | −749−8.7% | Reduced |
| FDx Advisors, Inc. | 7,876 | $210.0K | 0.01% | +7,876 | New |
| Shoker Investment Counsel, Inc. | 7,879 | $209.0K | 0.10% | −1,339−14.5% | Reduced |
| North Point Portfolio Managers Corp | 7,807 | $208.0K | 0.03% | −450−5.4% | Reduced |
| Pinnacle Family Advisors, LLC | 7,802 | $208.0K | 0.09% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 7,714 | $205.0K | 0.07% | +91+1.2% | Added |
| Perkins Capital Management Inc | 7,650 | $204.0K | 0.14% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 7,594 | $202.0K | 0.02% | +85+1.1% | Added |
| StoneX Group Inc. | 7,576 | $201.8K | 0.02% | −70−0.9% | Reduced |
| Bryn Mawr Trust Co | 7,556 | $201.0K | 0.01% | −328−4.2% | Reduced |
| Tradition Wealth Management, LLC | 7,512 | $200.0K | 0.03% | +5,311+241.3% | Added |
| Assetmark, Inc | 7,234 | $193.0K | 0.00% | +4,285+145.3% | Added |
| TCTC Holdings, LLC | 7,150 | $190.0K | 0.01% | −800−10.1% | Reduced |
| MUFG Americas Holdings Corp | 7,128 | $190.0K | 0.00% | −700−8.9% | Reduced |
| Oakworth Capital, Inc. | 7,047 | $188.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 6,927 | $184.0K | 0.03% | +439+6.8% | Added |
| Crewe Advisors LLC | 6,863 | $183.0K | 0.04% | −491−6.7% | Reduced |
| Hexagon Capital Partners LLC | 6,671 | $178.0K | 0.05% | −279−4.0% | Reduced |
| JJJ Advisors Inc. | 6,638 | $177.0K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,613 | $176.0K | 0.07% | −800−10.8% | Reduced |
| First National Bank of South Miami | 6,602 | $176.0K | 0.11% | +1,513+29.7% | Added |
| EverSource Wealth Advisors, LLC | 6,494 | $173.0K | 0.05% | +6,494 | New |
| Kenfarb & Co. | 6,400 | $170.0K | 0.12% | +6,400 | New |
| Duncker Streett & Co Inc | 6,280 | $167.0K | 0.03% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 6,280 | $167.0K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,217 | $165.0K | 0.08% | +6,217 | New |
| CoreCap Advisors, LLC | 6,068 | $162.0K | 0.01% | +6,068 | New |
| Union Investments & Development Ltd. | 6,000 | $160.0K | 0.05% | +6,000 | New |
| Future Financial Wealth Managment LLC | 5,644 | $154.0K | 0.12% | +5,644 | New |
| Jones Financial Companies LLLP | 5,678 | $151.0K | 0.00% | +1,691+42.4% | Added |
| Bedel Financial Consulting, Inc. | 5,591 | $149.0K | 0.05% | −424−7.0% | Reduced |
| Resources Management Corp | 5,575 | $148.0K | 0.02% | −875−13.6% | Reduced |
| Column Capital Advisors, LLC | 5,545 | $148.0K | 0.03% | −788−12.4% | Reduced |
| American Research & Management Co. | 5,545 | $148.0K | 0.03% | +100+1.8% | Added |
| City State Bank | 5,474 | $146.0K | 0.09% | +5,474 | New |
| Lindbrook Capital, LLC | 5,407 | $144.0K | 0.02% | +2,471+84.2% | Added |
| Asset Dedication, LLC | 5,339 | $143.0K | 0.02% | −3−0.1% | Reduced |
| Estabrook Capital Management | 5,302 | $141.2K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5,058 | $135.0K | 0.06% | +5,058 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,003 | $133.0K | 0.01% | −1,030−17.1% | Reduced |
| EMC Capital Management | 5,000 | $133.0K | 0.07% | +2,500+100.0% | Added |
| Tyler-Stone Wealth Management | 4,939 | $132.0K | 0.07% | +4,939 | New |
| Versant Capital Management, Inc | 4,904 | $131.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,689 | $125.0K | 0.03% | −1,283−21.5% | Reduced |
| Private Capital Group, LLC | 4,689 | $125.0K | 0.03% | −50−1.1% | Reduced |
| Contravisory Investment Management, Inc. | 4,705 | $125.0K | 0.03% | +311+7.1% | Added |
| Kelly Lawrence W & Associates Inc | 4,646 | $123.0K | 0.02% | −1,200−20.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,600 | $123.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 4,621 | $123.0K | 0.05% | +4,621 | New |
| Creative Financial Designs Inc | 4,526 | $121.0K | 0.02% | −927−17.0% | Reduced |
| PFS Partners, LLC | 4,482 | $119.3K | 0.09% | +4,482 | New |
| Atwood & Palmer Inc | 4,200 | $112.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 4,040 | $108.0K | 0.11% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,929 | $105.0K | 0.02% | −357−8.3% | Reduced |
| Ahl Investment Management, Inc. | 3,897 | $104.0K | 0.09% | +3,897 | New |
| TCI Wealth Advisors, Inc. | 3,817 | $102.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 3,747 | $100.0K | 0.00% | −863−18.7% | Reduced |
| Sittner & Nelson, LLC | 3,764 | $100.0K | 0.06% | +31+0.8% | Added |
| Castleview Partners, LLC | 2,663 | $100.0K | 0.00% | +2,663 | New |
| Ellis Investment Partners, LLC | 3,671 | $97.0K | 0.02% | +46+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,619 | $96.0K | 0.05% | +350+10.7% | Added |
| Charter Oak Capital Management, LLC | 3,521 | $94.0K | 0.01% | +13+0.4% | Added |
| American State Bank (Iowa) | 3,480 | $92.7K | 0.06% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,464 | $92.2K | 0.06% | +3,464 | New |
| Clearstead Advisors, LLC | 3,438 | $92.0K | 0.01% | −26,200−88.4% | Reduced |
| Old North State Trust, LLC | 3,312 | $88.0K | 0.06% | −38−1.1% | Reduced |
| First Command Bank | 3,217 | $88.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,287 | $88.0K | 0.00% | +210+6.8% | Added |
| Old Second National Bank of Aurora | 3,889 | $86.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 3,112 | $83.0K | 0.05% | −312−9.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 3,104 | $83.0K | 0.06% | +3,104 | New |
| Addison Advisors LLC | 3,035 | $81.0K | 0.05% | −227−7.0% | Reduced |
| Johnson Financial Group, Inc. | 3,053 | $81.0K | 0.01% | +1,582+107.5% | Added |
| Montag A & Associates Inc | 3,007 | $80.0K | 0.00% | −2,000−39.9% | Reduced |
| Barrett Asset Management, LLC | 3,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,022 | $80.0K | 0.03% | +457+17.8% | Added |
| JCIC Asset Management Inc. | 2,935 | $78.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,939 | $78.0K | 0.00% | +2,939 | New |
| Trustcore Financial Services, LLC | 2,906 | $77.0K | 0.01% | −139−4.6% | Reduced |
| Farmers & Merchants Investments Inc | 2,890 | $77.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2,897 | $77.0K | 0.02% | +6+0.2% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,876 | $77.0K | 0.03% | +2,876 | New |
| Stephenson National Bank & Trust | 2,849 | $76.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 2,834 | $75.0K | 0.04% | 00.0% | Unchanged |