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 |
|---|---|---|---|---|---|
| Strategic Wealth Designers | 8,293 | $293.1K | 0.07% | −744−8.2% | Reduced |
| Optimum Investment Advisors | 8,365 | $292.2K | 0.16% | −297−3.4% | Reduced |
| Calton & Associates, Inc. | 8,350 | $291.7K | 0.11% | +8,350 | New |
| Westover Capital Advisors, LLC | 8,345 | $291.5K | 0.12% | +8,345 | New |
| Sigma Investment Counselors Inc | 8,334 | $291.1K | 0.02% | +704+9.2% | Added |
| Eudaimonia Partners, LLC | 8,320 | $290.6K | 0.07% | +1,163+16.2% | Added |
| BigSur Wealth Management LLC | 8,309 | $290.2K | 0.14% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 8,305 | $290.1K | 0.20% | −850−9.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,314 | $290.0K | 0.01% | −4,104−33.0% | Reduced |
| Green Square Capital Advisors LLC | 8,271 | $288.9K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 8,261 | $288.6K | 0.03% | −785−8.7% | Reduced |
| David Loasby | 8,192 | $287.0K | 0.04% | +1,248+18.0% | Added |
| Ingalls & Snyder LLC | 8,206 | $287.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,183 | $286.0K | 0.04% | −440−5.1% | Reduced |
| WealthTrust Axiom LLC | 8,186 | $286.0K | 0.10% | +206+2.6% | Added |
| StrategIQ Financial Group, LLC | 8,168 | $285.3K | 0.03% | +262+3.3% | Added |
| Cambridge Trust Co | 8,128 | $284.0K | 0.01% | −1,001−11.0% | Reduced |
| Successful Portfolios LLC | 8,138 | $284.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,119 | $284.0K | 0.01% | +8,119 | New |
| Intellectus Partners, LLC | 8,100 | $282.9K | 0.10% | +8,100 | New |
| FourThought Financial Partners, LLC | 8,063 | $281.7K | 0.04% | +8,063 | New |
| Cohen Capital Management, Inc. | 8,062 | $281.6K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 8,061 | $281.6K | 0.03% | +218+2.8% | Added |
| Principal Street Partners, LLC | 8,021 | $280.2K | 0.07% | +22+0.3% | Added |
| Windsor Group LTD | 8,122 | $280.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial Group Inc | 8,000 | $279.0K | 0.11% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,959 | $278.0K | 0.07% | +7,959 | New |
| Univest Financial Corp | 7,938 | $277.3K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,909 | $276.3K | 0.09% | +100+1.3% | Added |
| SG Americas Securities, LLC | 7,894 | $276.0K | 0.00% | −22,662−74.2% | Reduced |
| Marcum Wealth, LLC | 7,893 | $275.7K | 0.04% | −702−8.2% | Reduced |
| Exencial Wealth Advisors, LLC | 7,867 | $274.8K | 0.01% | +435+5.9% | Added |
| Traphagen Investment Advisors LLC | 7,851 | $274.3K | 0.04% | −523−6.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 7,828 | $273.4K | 0.13% | −2,599−24.9% | Reduced |
| Chicago Partners Investment Group LLC | 7,240 | $273.3K | 0.02% | −1,000−12.1% | Reduced |
| Brown Brothers Harriman & Co | 7,811 | $272.8K | 0.00% | +1,493+23.6% | Added |
| Flputnam Investment Management Co | 7,797 | $272.4K | 0.01% | +582+8.1% | Added |
| Carnegie Capital Asset Management, LLC | 7,785 | $271.9K | 0.01% | +7,785 | New |
| Clarity Financial LLC | 7,760 | $271.1K | 0.05% | +7,760 | New |
| Keudell/Morrison Wealth Management | 7,745 | $270.5K | 0.09% | −681−8.1% | Reduced |
| Comerica Securities,inc. | 7,711 | $269.3K | 0.02% | −6,253−44.8% | Reduced |
| Keystone Wealth Services, LLC | 7,705 | $269.1K | 0.12% | +20.0% | Added |
| Hexagon Capital Partners LLC | 7,699 | $268.9K | 0.08% | −243−3.1% | Reduced |
| Caldwell Trust Co | 7,690 | $268.6K | 0.04% | +850+12.4% | Added |
| Perkins Capital Management Inc | 7,650 | $267.0K | 0.28% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,641 | $267.0K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 7,598 | $265.4K | 0.05% | +7,598 | New |
| APG Asset Management N.V. | 7,594 | $265.0K | 0.00% | −124,027−94.2% | Reduced |
| Canandaigua National Corp | 7,581 | $265.0K | 0.05% | +7,581 | New |
| Peoples Bank | 7,567 | $264.3K | 0.17% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,560 | $264.2K | 0.00% | −2,810−27.1% | Reduced |
| Palogic Value Management, L.P. | 7,558 | $264.0K | 0.14% | +7,558 | New |
| DF Dent & Co Inc | 7,515 | $262.5K | 0.00% | +70+0.9% | Added |
| Goelzer Investment Management, Inc. | 7,509 | $262.3K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 7,449 | $260.2K | 0.03% | −660−8.1% | Reduced |
| GSB Wealth Management, LLC | 7,408 | $258.8K | 0.09% | +11+0.1% | Added |
| Jacobi Capital Management LLC | 7,406 | $258.7K | 0.03% | −174−2.3% | Reduced |
| Perigon Wealth Management, LLC | 7,405 | $258.7K | 0.02% | +7,405 | New |
| Estabrook Capital Management | 7,402 | $258.6K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,397 | $258.4K | 0.03% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 7,387 | $258.0K | 0.04% | −971−11.6% | Reduced |
| Wedgewood Investors Inc | 7,362 | $257.2K | 0.34% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,359 | $257.0K | 0.01% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 7,357 | $257.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,295 | $254.8K | 0.01% | −886−10.8% | Reduced |
| Gallacher Capital Management LLC | 7,187 | $251.1K | 0.15% | +7,187 | New |
| Grove Bank & Trust | 7,197 | $251.0K | 0.06% | +41+0.6% | Added |
| United Asset Strategies, Inc. | 7,150 | $249.8K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 7,140 | $249.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,116 | $248.6K | 0.05% | +136+1.9% | Added |
| Marks Group Wealth Management, Inc | 7,112 | $248.4K | 0.03% | −295−4.0% | Reduced |
| Morningstar Investment Services LLC | 7,295 | $248.0K | 0.00% | −317−4.2% | Reduced |
| Pin Oak Investment Advisors Inc | 7,057 | $247.0K | 0.30% | 00.0% | Unchanged |
| First National Bank | 7,013 | $245.0K | 0.21% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,000 | $244.5K | 0.09% | −1,100−13.6% | Reduced |
| Shayne & Co., LLC | 7,000 | $244.5K | 0.14% | +7,000 | New |
| Triasima Portfolio Management inc. | 6,980 | $243.8K | 0.02% | +6,980 | New |
| Robertson Stephens Wealth Management, LLC | 6,927 | $242.0K | 0.02% | +6,927 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,889 | $240.6K | 0.00% | +6,889 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,876 | $240.0K | 0.03% | +6,876 | New |
| SevenBridge Financial Group, LLC | 6,868 | $239.9K | 0.07% | −125−1.8% | Reduced |
| Peoples Financial Services Corp. | 6,853 | $239.4K | 0.11% | −10.0% | Reduced |
| Jump Financial, LLC | 6,850 | $239.3K | 0.01% | +6,850 | New |
| Farmers & Merchants Trust Co of Long Beach | 6,839 | $238.9K | 0.07% | +6,839 | New |
| Resurgent Financial Advisors LLC | 6,825 | $238.4K | 0.13% | +6,825 | New |
| SCP Investment, LP | 6,800 | $237.5K | 0.23% | +6,800 | New |
| Laurel Wealth Advisors, Inc. | 6,787 | $237.0K | 0.02% | −2,891−29.9% | Reduced |
| Formidable Asset Management, LLC | 6,751 | $236.0K | 0.05% | +6,751 | New |
| Dorsey & Whitney Trust CO LLC | 6,751 | $235.8K | 0.02% | +6,751 | New |
| JJJ Advisors Inc. | 6,638 | $234.4K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,701 | $234.1K | 0.02% | +6,701 | New |
| Eads & Heald Wealth Management | 6,692 | $234.0K | 0.12% | +6,692 | New |
| Virtue Capital Management, LLC | 6,693 | $233.8K | 0.04% | +6,693 | New |
| IFG Advisors, LLC | 6,648 | $232.2K | 0.10% | +6,648 | New |
| MSH Capital Advisors LLC | 6,614 | $231.0K | 0.10% | +6,614 | New |
| First National Bank of South Miami | 6,611 | $231.0K | 0.17% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,545 | $229.0K | 0.02% | +6,545 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,553 | $228.9K | 0.02% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 6,550 | $228.8K | 0.09% | +6,550 | New |
| Modera Wealth Management, LLC | 6,510 | $227.4K | 0.01% | +6,510 | New |