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, Q1 2023
Institutional positions in BP PLC as of Mar 31, 2023. 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
- 1,142
- +55 vs. Q4 2022
- Shares held
- 314.3M
- +14.9M (+5.0%) vs. Q4 2022
- Total value
- $11.9B
- +$1.48B (+14.1%) vs. Q4 2022
- New holders
- 140
- 336 more added
- Sold out
- 85
- 419 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 2,519 | $95.6K | 0.01% | −3,713−59.6% | Reduced |
| Heritage Wealth Advisors | 2,548 | $96.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,551 | $96.8K | 0.01% | −460−15.3% | Reduced |
| Key Financial Inc | 2,564 | $97.3K | 0.04% | −170−6.2% | Reduced |
| Center for Financial Planning, Inc. | 2,654 | $100.7K | 0.02% | +1,444+119.3% | Added |
| Beacon Capital Management, LLC | 2,670 | $101.3K | 0.03% | −2−0.1% | Reduced |
| Stephenson National Bank & Trust | 2,692 | $102.1K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,757 | $104.6K | 0.06% | −56−2.0% | Reduced |
| American State Bank (Iowa) | 2,780 | $105.5K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,800 | $106.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 3,064 | $107.0K | 0.03% | +84+2.8% | Added |
| Park Place Capital Corp | 2,856 | $108.4K | 0.03% | +1,568+121.7% | Added |
| Icon Wealth Partners, LLC | 2,862 | $108.6K | 0.01% | +2,862 | New |
| Blue Chip Partners, Inc. | 2,896 | $109.9K | 0.01% | +17+0.6% | Added |
| Vestor Capital, LLC | 2,895 | $110.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,923 | $110.9K | 0.03% | −5−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,949 | $111.9K | 0.01% | −28−0.9% | Reduced |
| WealthPLAN Partners, LLC | 2,966 | $112.5K | 0.01% | −16,559−84.8% | Reduced |
| New England Capital Financial Advisors LLC | 2,996 | $113.7K | 0.08% | +30+1.0% | Added |
| Montag A & Associates Inc | 3,007 | $114.1K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 3,104 | $118.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 3,136 | $119.0K | 0.07% | −1,366−30.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,156 | $119.7K | 0.06% | −527−14.3% | Reduced |
| AlphaMark Advisors, LLC | 3,285 | $125.0K | 0.06% | −230−6.5% | Reduced |
| Eagle Bay Advisors LLC | 3,303 | $125.3K | 0.07% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,600 | $136.6K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,473 | $139.9K | 0.04% | +3,024+673.5% | Added |
| TSFG, LLC | 3,815 | $145.0K | 0.05% | +24+0.6% | Added |
| Contravisory Investment Management, Inc. | 3,848 | $146.0K | 0.04% | +209+5.7% | Added |
| Dakota Community Bank & Trust NA | 4,020 | $152.5K | 0.94% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4,069 | $154.4K | 0.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,168 | $158.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10,015 | $159.0K | 0.07% | −1,950−16.3% | Reduced |
| Asset Dedication, LLC | 4,184 | $160.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,381 | $166.0K | 0.06% | −329−7.0% | Reduced |
| Toronto Dominion Bank | 4,441 | $169.0K | 0.00% | −1,401−24.0% | Reduced |
| Cape Investment Advisory, Inc. | 4,627 | $175.5K | 0.11% | +4,627 | New |
| Kapitalo Investimentos Ltda | 4,684 | $177.7K | 0.06% | +1,384+41.9% | Added |
| Ahrens Investment Partners LLC | 4,714 | $178.9K | 0.09% | +4,714 | New |
| City State Bank | 4,722 | $179.0K | 0.10% | −210−4.3% | Reduced |
| Armstrong Advisory Group, Inc | 4,772 | $181.1K | 0.02% | −500−9.5% | Reduced |
| TCI Wealth Advisors, Inc. | 4,772 | $181.1K | 0.02% | +542+12.8% | Added |
| Oakworth Capital, Inc. | 4,970 | $188.6K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,000 | $189.7K | 0.00% | −90,000−94.7% | Reduced |
| Hills Bank & Trust Co | 5,048 | $191.5K | 0.03% | +29+0.6% | Added |
| Atlas Capital Advisors LLC | 5,204 | $197.4K | 0.03% | −80−1.5% | Reduced |
| Schnieders Capital Management LLC | 5,293 | $200.8K | 0.05% | −19,176−78.4% | Reduced |
| High Net Worth Advisory Group LLC | 5,300 | $201.1K | 0.08% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,304 | $201.2K | 0.05% | +5,304 | New |
| Monticello Wealth Management, LLC | 5,328 | $202.1K | 0.02% | +5,328 | New |
| Wealthcare Advisory Partners LLC | 5,346 | $202.8K | 0.01% | −1,021−16.0% | Reduced |
| Bath Savings Trust Co | 5,350 | $203.0K | 0.02% | +5,350 | New |
| Ethic Inc. | 5,360 | $203.4K | 0.01% | +5,360 | New |
| Jones Financial Companies LLLP | 5,412 | $205.3K | 0.00% | −922−14.6% | Reduced |
| Dakota Wealth Management | 5,422 | $205.7K | 0.01% | +5,422 | New |
| Cottonwood Capital Advisors, LLC | 5,429 | $206.0K | 0.19% | +5,429 | New |
| Eagle Harbor Asset Management Inc | 5,453 | $206.9K | 0.28% | +5,453 | New |
| Ethos Financial Group, LLC | 5,453 | $206.9K | 0.06% | +5,453 | New |
| Institute for Wealth Management, LLC. | 5,458 | $207.1K | 0.04% | +5,458 | New |
| Baldwin Brothers Inc | 5,467 | $207.4K | 0.02% | −170−3.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,476 | $208.0K | 0.02% | −1,400−20.4% | Reduced |
| TCTC Holdings, LLC | 5,500 | $208.7K | 0.01% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 5,517 | $209.3K | 0.03% | +5,517 | New |
| InterOcean Capital Group, LLC | 5,523 | $209.5K | 0.01% | +5,523 | New |
| Weitzel Financial Services, Inc. | 5,279 | $209.8K | 0.13% | +5,279 | New |
| PFG Investments, LLC | 5,590 | $212.1K | 0.04% | +5,590 | New |
| Romano Brothers and Company | 5,594 | $212.2K | 0.03% | −186−3.2% | Reduced |
| Coldstream Capital Management Inc | 5,606 | $212.7K | 0.01% | −268−4.6% | Reduced |
| Clearstead Advisors, LLC | 5,606 | $212.7K | 0.02% | −5,313−48.7% | Reduced |
| Axxcess Wealth Management, LLC | 5,611 | $212.9K | 0.02% | +5,611 | New |
| Cannell Peter B & Co Inc | 5,612 | $212.9K | 0.01% | +5,612 | New |
| Shelton Capital Management | 5,624 | $213.4K | 0.01% | −19,576−77.7% | Reduced |
| Ignite Planners, LLC | 5,396 | $214.2K | 0.09% | +5,396 | New |
| Wellington Shields Capital Management, LLC | 5,650 | $214.4K | 0.03% | +200+3.7% | Added |
| Hurlow Wealth Management Group, Inc. | 5,656 | $214.6K | 0.10% | +5,656 | New |
| Cedar Brook Financial Partners, LLC | 5,659 | $214.7K | 0.06% | −177−3.0% | Reduced |
| Formidable Asset Management, LLC | 5,551 | $215.0K | 0.05% | −1,200−17.8% | Reduced |
| Jennison Associates LLC | 5,669 | $215.1K | 0.00% | +5,669 | New |
| Analyst IMS Investment Management Services Ltd. | 5,700 | $216.0K | 0.02% | +5,700 | New |
| Advisor Resource Council | 5,438 | $216.8K | 0.05% | +5,438 | New |
| Fayez Sarofim & Co | 5,717 | $216.9K | 0.00% | +5,717 | New |
| Holderness Investments Co | 5,720 | $217.0K | 0.09% | −63−1.1% | Reduced |
| Kathmere Capital Management, LLC | 5,745 | $218.0K | 0.04% | +5,745 | New |
| Cross Staff Investments Inc | 5,762 | $218.6K | 0.22% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,780 | $219.3K | 0.05% | −500−8.0% | Reduced |
| SCP Investment, LP | 5,800 | $220.1K | 0.21% | −1,000−14.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,850 | $221.9K | 0.13% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 5,852 | $222.0K | 0.02% | +80+1.4% | Added |
| Canandaigua National Bank & Trust Co | 5,881 | $223.0K | 0.04% | +5,881 | New |
| Intrust Bank NA | 5,918 | $224.5K | 0.03% | +5,918 | New |
| Ashton Thomas Private Wealth, LLC | 5,919 | $224.6K | 0.02% | −487−7.6% | Reduced |
| Berger Financial Group, Inc | 5,921 | $224.6K | 0.03% | +5,921 | New |
| Retirement Planning Co of New England, Inc. | 5,956 | $226.0K | 0.14% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,968 | $226.4K | 0.06% | +117+2.0% | Added |
| Baker Tilly Wealth Management, LLC | 5,969 | $226.5K | 0.03% | +68+1.2% | Added |
| BCS Wealth Management | 5,975 | $227.0K | 0.10% | +5,975 | New |
| Single Point Partners, LLC | 5,975 | $227.0K | 0.05% | +5,975 | New |
| Regal Investment Advisors LLC | 5,997 | $227.5K | 0.02% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 6,000 | $227.6K | 0.13% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,749 | $228.5K | 0.25% | +19+0.3% | Added |