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 2022
Institutional positions in BP PLC as of Dec 31, 2022. 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
- 1,104
- +125 vs. Q3 2022
- Shares held
- 299.6M
- +7.69M (+2.6%) vs. Q3 2022
- Total value
- $10.5B
- +$2.13B (+25.5%) vs. Q3 2022
- New holders
- 197
- 321 more added
- Sold out
- 72
- 378 more reduced
23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 8,350 | $291.7K | 0.11% | +8,350 | New |
| Optimum Investment Advisors | 8,365 | $292.2K | 0.16% | −297−3.4% | Reduced |
| Strategic Wealth Designers | 8,293 | $293.1K | 0.07% | −744−8.2% | Reduced |
| EP Wealth Advisors, LLC | 8,391 | $293.1K | 0.01% | +8,391 | New |
| Wealth Alliance | 8,422 | $294.2K | 0.05% | +793+10.4% | Added |
| Essex Savings Bank | 8,440 | $294.8K | 0.10% | −1,000−10.6% | Reduced |
| Coastline Trust Co | 8,625 | $301.3K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8,640 | $302.0K | 0.02% | +655+8.2% | Added |
| American Trust Investment Advisors, LLC | 8,690 | $303.5K | 0.19% | −3,535−28.9% | Reduced |
| TCG Advisory Services, LLC | 8,693 | $303.6K | 0.12% | +332+4.0% | Added |
| Boston Financial Mangement LLC | 8,696 | $303.8K | 0.01% | −2,614−23.1% | Reduced |
| Noesis Capital Mangement Corp | 8,727 | $305.0K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,806 | $307.6K | 0.03% | −65−0.7% | Reduced |
| Keb Asset Management, LLC | 8,835 | $308.6K | 0.16% | +79+0.9% | Added |
| Cresset Asset Management, LLC | 16,280 | $309.0K | 0.00% | −6,691−29.1% | Reduced |
| First Citizens Bank & Trust Co | 8,873 | $310.0K | 0.01% | +1,372+18.3% | Added |
| CX Institutional | 8,884 | $310.3K | 0.02% | +136+1.6% | Added |
| City Holding Co | 8,896 | $310.7K | 0.06% | −259−2.8% | Reduced |
| Round Rock Advisors, LLC | 8,950 | $312.6K | 0.13% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 9,000 | $314.4K | 0.13% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 9,116 | $318.4K | 0.35% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 9,321 | $319.0K | 0.00% | −169−1.8% | Reduced |
| Visionary Wealth Advisors | 9,128 | $319.0K | 0.03% | +9,128 | New |
| Allworth Financial LP | 9,133 | $319.0K | 0.00% | −507−5.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,159 | $319.9K | 0.01% | +9,159 | New |
| Atlantic Union Bankshares Corp | 9,258 | $323.4K | 0.03% | −200−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 9,301 | $324.9K | 0.01% | −295−3.1% | Reduced |
| Hendershot Investments Inc. | 9,313 | $325.3K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,322 | $326.0K | 0.01% | +9,322 | New |
| Ridgewood Investments LLC | 9,388 | $327.9K | 0.24% | −10.0% | Reduced |
| Charter Trust Co | 9,428 | $329.3K | 0.03% | −410−4.2% | Reduced |
| XML Financial, LLC | 9,468 | $330.7K | 0.04% | −341−3.5% | Reduced |
| CWA Asset Management Group, LLC | 9,475 | $331.0K | 0.03% | −792−7.7% | Reduced |
| Stonegate Investment Group, LLC | 9,486 | $331.4K | 0.01% | +218+2.4% | Added |
| RSM US Wealth Management LLC | 9,503 | $331.9K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 9,516 | $332.4K | 0.08% | −10,147−51.6% | Reduced |
| Crewe Advisors LLC | 9,561 | $334.0K | 0.05% | +217+2.3% | Added |
| Delta Financial Group, Inc. | 9,527 | $334.0K | 0.15% | +9,527 | New |
| Bridgefront Capital, LLC | 9,591 | $335.0K | 0.23% | +9,591 | New |
| 180 Wealth Advisors, LLC | 9,280 | $336.4K | 0.08% | −64−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 9,669 | $337.7K | 0.01% | +271+2.9% | Added |
| Gladstone Institutional Advisory LLC | 9,683 | $338.2K | 0.02% | +798+9.0% | Added |
| Arbor Capital Management Inc | 9,821 | $339.5K | 0.30% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9,725 | $339.7K | 0.05% | −404−4.0% | Reduced |
| Winslow Asset Management Inc | 9,762 | $341.0K | 0.08% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 9,766 | $341.1K | 0.01% | +9,766 | New |
| Veritable, L.P. | 9,790 | $342.0K | 0.01% | −4,166−29.9% | Reduced |
| Victory Capital Management Inc | 9,814 | $342.8K | 0.00% | +6+0.1% | Added |
| Wedgewood Partners Inc | 9,870 | $344.0K | 0.06% | −2,880−22.6% | Reduced |
| Van Leeuwen & Company, LLC | 9,871 | $344.8K | 0.24% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 9,940 | $347.2K | 0.07% | +9,940 | New |
| Systrade AG | 10,000 | $349.3K | 0.30% | +10,000 | New |
| Straight Path Wealth Management | 10,040 | $350.7K | 0.34% | +40+0.4% | Added |
| Syntal Capital Partners, LLC | 10,047 | $351.0K | 0.14% | −44−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 10,057 | $351.3K | 0.05% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 10,077 | $352.0K | 0.10% | −98−1.0% | Reduced |
| Eastern Bank | 10,077 | $352.0K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 10,094 | $352.6K | 0.05% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10,200 | $356.0K | 0.15% | +445+4.6% | Added |
| M&R Capital Management Inc | 10,210 | $356.6K | 0.10% | −550−5.1% | Reduced |
| Cutler Group LP | 10,285 | $359.0K | 0.04% | −8,405−45.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 10,296 | $359.6K | 0.13% | 00.0% | Unchanged |
| Accel Wealth Management | 10,313 | $360.2K | 0.17% | −187−1.8% | Reduced |
| Country Club Bank | 10,369 | $362.2K | 0.03% | −462−4.3% | Reduced |
| Wunderlich Capital Managemnt | 10,403 | $363.0K | 0.20% | +22+0.2% | Added |
| Wealth Dimensions Group, Ltd. | 10,447 | $364.9K | 0.15% | +684+7.0% | Added |
| Oxford Financial Group Ltd | 10,467 | $365.6K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,520 | $367.5K | 0.23% | +902+9.4% | Added |
| Princeton Global Asset Management LLC | 10,600 | $370.0K | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,606 | $370.5K | 0.01% | +3,030+40.0% | Added |
| OmniStar Financial Group, Inc. | 10,618 | $370.9K | 0.42% | +10,618 | New |
| Personal Cfo Solutions, LLC | 10,644 | $371.8K | 0.08% | −2,404−18.4% | Reduced |
| First Hawaiian Bank | 10,653 | $372.0K | 0.01% | −3,063−22.3% | Reduced |
| PCG Wealth Advisors, LLC | 10,656 | $372.2K | 0.24% | +10,656 | New |
| HB Wealth Management, LLC | 10,671 | $372.7K | 0.01% | +2,778+35.2% | Added |
| King Luther Capital Management Corp | 10,741 | $375.2K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,746 | $375.4K | 0.12% | +150+1.4% | Added |
| Ancora Advisors, LLC | 10,833 | $378.0K | 0.01% | −2,155−16.6% | Reduced |
| Advisors Management Group Inc | 10,835 | $378.0K | 0.14% | +27+0.2% | Added |
| BSW Wealth Partners | 10,830 | $378.0K | 0.08% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 10,889 | $380.4K | 0.09% | −1,950−15.2% | Reduced |
| Clearstead Advisors, LLC | 10,919 | $381.4K | 0.03% | +317+3.0% | Added |
| Herold Advisors, Inc. | 10,942 | $382.2K | 0.16% | +7+0.1% | Added |
| Chapin Davis, Inc. | 10,953 | $382.6K | 0.22% | +10,953 | New |
| Alpha Cubed Investments, LLC | 10,990 | $383.9K | 0.03% | −1,321−10.7% | Reduced |
| Alterity Financial Group, LLC | 11,000 | $384.2K | 0.62% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 11,024 | $385.1K | 0.11% | −1,230−10.0% | Reduced |
| Peddock Capital Advisors, LLC | 11,044 | $385.8K | 0.15% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 11,104 | $388.0K | 0.03% | +157+1.4% | Added |
| Plancorp, LLC | 11,117 | $388.3K | 0.02% | +216+2.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,117 | $388.3K | 0.22% | −300−2.6% | Reduced |
| Confluence Wealth Services, Inc. | 11,133 | $388.9K | 0.10% | +998+9.8% | Added |
| Woodstock Corp | 11,190 | $390.9K | 0.05% | −2,250−16.7% | Reduced |
| Encompass Wealth Advisors, LLC | 11,259 | $393.3K | 0.14% | +8+0.1% | Added |
| Lebenthal Global Advisors, LLC | 11,265 | $393.5K | 0.13% | −2,778−19.8% | Reduced |
| Chiron Capital Management, LLC | 11,268 | $393.6K | 0.27% | −100−0.9% | Reduced |
| Prudential Financial Inc | 11,277 | $393.9K | 0.00% | −2,054−15.4% | Reduced |
| FDx Advisors, Inc. | 11,303 | $395.0K | 0.02% | −1,256−10.0% | Reduced |
| BancorpSouth Bank | 11,396 | $398.1K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 11,441 | $398.7K | 0.15% | +2,499+27.9% | Added |