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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 7,681 | $291.4K | 0.14% | −669−8.0% | Reduced |
| Caldwell Trust Co | 7,690 | $291.8K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 7,782 | $295.0K | 0.00% | +487+6.7% | Added |
| Palogic Value Management, L.P. | 7,779 | $295.1K | 0.14% | +221+2.9% | Added |
| Exencial Wealth Advisors, LLC | 7,785 | $295.4K | 0.02% | −82−1.0% | Reduced |
| FourThought Financial Partners, LLC | 7,789 | $295.5K | 0.04% | −274−3.4% | Reduced |
| Rehmann Capital Advisory Group | 7,902 | $299.8K | 0.03% | −7,226−47.8% | Reduced |
| CRA Financial Services, LLC | 7,909 | $300.1K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 7,925 | $300.7K | 0.03% | +476+6.4% | Added |
| Oxford Financial Group Ltd | 7,927 | $300.8K | 0.03% | −2,540−24.3% | Reduced |
| Empire Financial Management Company, LLC | 7,937 | $301.2K | 0.12% | +7,937 | New |
| Univest Financial Corp | 7,938 | $301.2K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 7,963 | $302.1K | 0.01% | +4,124+107.4% | Added |
| Sandbox Financial Partners, LLC | 8,010 | $303.9K | 0.18% | −295−3.6% | Reduced |
| Comerica Securities,inc. | 8,012 | $304.0K | 0.02% | +301+3.9% | Added |
| Robertson Stephens Wealth Management, LLC | 8,040 | $305.0K | 0.02% | +1,113+16.1% | Added |
| Principal Street Partners, LLC | 8,019 | $305.1K | 0.08% | −20.0% | Reduced |
| Mayflower Financial Advisors, LLC | 8,070 | $306.2K | 0.04% | +8,070 | New |
| Poehling Capital Management, LLC | 8,107 | $307.6K | 0.10% | +8,107 | New |
| Dynamic Technology Lab Private Ltd | 8,119 | $308.0K | 0.03% | +8,119 | New |
| Cambridge Trust Co | 8,128 | $308.4K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 8,138 | $308.8K | 0.19% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,162 | $309.7K | 0.03% | +8,162 | New |
| StrategIQ Financial Group, LLC | 8,168 | $309.9K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 8,178 | $310.3K | 0.05% | −244−2.9% | Reduced |
| WealthTrust Axiom LLC | 8,186 | $310.6K | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8,197 | $311.0K | 0.00% | +386+4.9% | Added |
| Ingalls & Snyder LLC | 8,206 | $311.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,229 | $312.0K | 0.04% | +46+0.6% | Added |
| Green Square Capital Advisors LLC | 8,271 | $313.8K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,284 | $314.0K | 0.01% | −30−0.4% | Reduced |
| BigSur Wealth Management LLC | 8,309 | $315.2K | 0.15% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 8,323 | $315.8K | 0.06% | +725+9.5% | Added |
| Westover Capital Advisors, LLC | 8,345 | $316.6K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,345 | $316.6K | 0.01% | +226+2.8% | Added |
| Wedgewood Partners Inc | 8,375 | $317.0K | 0.05% | −1,495−15.1% | Reduced |
| D'Orazio & Associates, Inc. | 8,378 | $317.9K | 0.08% | +419+5.3% | Added |
| Capital Analysts, LLC | 8,406 | $319.0K | 0.02% | −234−2.7% | Reduced |
| Sigma Investment Counselors Inc | 8,414 | $319.2K | 0.02% | +80+1.0% | Added |
| Essex Savings Bank | 8,470 | $321.3K | 0.11% | +30+0.4% | Added |
| Financial Advisory Service, Inc. | 8,472 | $321.4K | 0.03% | −334−3.8% | Reduced |
| Windsor Group LTD | 8,122 | $322.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,533 | $323.8K | 0.04% | +8,533 | New |
| Berkshire Asset Management LLC | 8,534 | $323.8K | 0.02% | +8,534 | New |
| Liberty Wealth Management LLC | 8,613 | $326.8K | 0.07% | +8,613 | New |
| Eagle Rock Investment Company, LLC | 8,623 | $327.2K | 0.08% | −4,000−31.7% | Reduced |
| Coastline Trust Co | 8,625 | $327.2K | 0.05% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 64 | $328.2K | 0.00% | +64 | New |
| American Trust Investment Advisors, LLC | 8,690 | $329.7K | 0.20% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,693 | $329.8K | 0.01% | +8,693 | New |
| Boston Financial Mangement LLC | 8,696 | $329.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 9,516 | $332.4K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 8,792 | $333.6K | 0.01% | −81−0.9% | Reduced |
| Visionary Wealth Advisors | 8,809 | $334.2K | 0.03% | −319−3.5% | Reduced |
| Keb Asset Management, LLC | 8,835 | $335.2K | 0.15% | 00.0% | Unchanged |
| Summit X, LLC | 8,811 | $336.7K | 0.09% | +8,811 | New |
| City Holding Co | 8,886 | $337.0K | 0.06% | −10−0.1% | Reduced |
| Dorchester Wealth Management Co | 8,889 | $337.2K | 0.07% | −2,000−18.4% | Reduced |
| CWA Asset Management Group, LLC | 8,905 | $337.9K | 0.03% | −570−6.0% | Reduced |
| Noesis Capital Mangement Corp | 8,927 | $339.0K | 0.09% | +200+2.3% | Added |
| Sterling Manor Financial, LLC | 9,000 | $341.5K | 0.33% | −116−1.3% | Reduced |
| Financial Strategies Group, Inc. | 9,000 | $341.5K | 0.13% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 9,108 | $345.6K | 0.06% | +9,108 | New |
| Flputnam Investment Management Co | 9,115 | $345.8K | 0.01% | +1,318+16.9% | Added |
| Horizon Kinetics Asset Management LLC | 9,159 | $347.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9,258 | $351.2K | 0.04% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 9,308 | $353.0K | 0.00% | −13−0.1% | Reduced |
| Hendershot Investments Inc. | 9,313 | $353.3K | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 9,338 | $354.3K | 0.01% | −3,536−27.5% | Reduced |
| AlphaQ Advisors LLC | 9,342 | $354.4K | 0.30% | +9,342 | New |
| Stonegate Investment Group, LLC | 9,376 | $355.7K | 0.01% | −110−1.2% | Reduced |
| Ridgewood Investments LLC | 9,388 | $356.2K | 0.22% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 9,404 | $356.8K | 0.08% | +711+8.2% | Added |
| 180 Wealth Advisors, LLC | 9,409 | $357.0K | 0.08% | +129+1.4% | Added |
| Personal Cfo Solutions, LLC | 9,427 | $357.7K | 0.07% | −1,217−11.4% | Reduced |
| Charter Trust Co | 9,428 | $357.7K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 9,457 | $358.8K | 0.07% | −2,337−19.8% | Reduced |
| XML Financial, LLC | 9,468 | $359.2K | 0.04% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 9,527 | $361.0K | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9,533 | $361.7K | 0.01% | −1,300−12.0% | Reduced |
| Golden State Equity Partners | 9,549 | $362.3K | 0.20% | +9,549 | New |
| Crewe Advisors LLC | 9,561 | $362.8K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 9,674 | $367.0K | 0.00% | −137,165−93.4% | Reduced |
| Encompass Wealth Advisors, LLC | 9,675 | $367.1K | 0.12% | −1,584−14.1% | Reduced |
| Winslow Asset Management Inc | 9,762 | $370.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9,785 | $371.2K | 0.06% | +60+0.6% | Added |
| Victory Capital Management Inc | 9,808 | $372.1K | 0.00% | −6−0.1% | Reduced |
| Alpha Cubed Investments, LLC | 9,830 | $372.9K | 0.03% | −1,160−10.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 9,500 | $373.6K | 0.05% | +9,500 | New |
| Advisors Management Group Inc | 9,860 | $374.0K | 0.12% | −975−9.0% | Reduced |
| Van Leeuwen & Company, LLC | 9,871 | $374.5K | 0.25% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 9,879 | $374.8K | 0.05% | +2,767+38.9% | Added |
| Chicago Partners Investment Group LLC | 9,392 | $376.6K | 0.02% | +2,152+29.7% | Added |
| Winch Advisory Services, LLC | 9,925 | $377.0K | 0.15% | −275−2.7% | Reduced |
| Lodestar Private Asset Management LLC | 9,940 | $377.1K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 9,973 | $378.4K | 0.02% | −2,028−16.9% | Reduced |
| Eastern Bank | 10,000 | $379.4K | 0.02% | −77−0.8% | Reduced |
| Systrade AG | 10,000 | $379.4K | 0.23% | 00.0% | Unchanged |
| Straight Path Wealth Management | 10,040 | $380.9K | 0.30% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 10,057 | $381.6K | 0.05% | 00.0% | Unchanged |