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 |
|---|---|---|---|---|---|
| Sweet Financial Partners, LLC | 10,077 | $382.3K | 0.11% | 00.0% | Unchanged |
| NBT Bank N A | 10,094 | $383.0K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 9,739 | $387.0K | 0.02% | +855+9.6% | Added |
| Arbor Capital Management Inc | 9,821 | $389.9K | 0.32% | 00.0% | Unchanged |
| Accel Wealth Management | 10,287 | $390.3K | 0.16% | −26−0.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 10,296 | $390.6K | 0.13% | 00.0% | Unchanged |
| Strategic Wealth Designers | 10,368 | $393.4K | 0.07% | +2,075+25.0% | Added |
| Confluence Wealth Services, Inc. | 10,377 | $393.7K | 0.09% | −756−6.8% | Reduced |
| FDx Advisors, Inc. | 11,303 | $395.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 10,438 | $396.0K | 0.00% | +1,305+14.3% | Added |
| Wealth Dimensions Group, Ltd. | 10,464 | $397.0K | 0.15% | +17+0.2% | Added |
| Pinnacle Financial Partners Inc | 10,514 | $398.9K | 0.01% | +1,213+13.0% | Added |
| Lake Street Advisors Group, LLC | 10,503 | $399.0K | 0.02% | −601−5.4% | Reduced |
| Gallacher Capital Management LLC | 10,538 | $399.8K | 0.24% | +3,351+46.6% | Added |
| M&R Capital Management Inc | 10,560 | $400.7K | 0.11% | +350+3.4% | Added |
| Rosenberg Matthew Hamilton | 10,579 | $401.4K | 0.13% | −867−7.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,586 | $401.6K | 0.00% | −837−7.3% | Reduced |
| Wunderlich Capital Managemnt | 10,584 | $402.0K | 0.21% | +181+1.7% | Added |
| Princeton Global Asset Management LLC | 10,600 | $402.2K | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 10,741 | $407.5K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 10,851 | $411.7K | 0.08% | +21+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 10,909 | $413.9K | 0.03% | −1,145−9.5% | Reduced |
| Herold Advisors, Inc. | 10,942 | $415.1K | 0.14% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 10,968 | $416.1K | 0.22% | +15+0.1% | Added |
| Alterity Financial Group, LLC | 11,000 | $417.3K | 0.61% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 11,011 | $417.8K | 0.53% | +393+3.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,017 | $418.0K | 0.25% | −100−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 11,044 | $419.0K | 0.15% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 11,047 | $419.1K | 0.12% | +301+2.8% | Added |
| Covenant Partners, LLC | 11,080 | $420.4K | 0.16% | −4,630−29.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,132 | $422.3K | 0.05% | −2,993−21.2% | Reduced |
| Plancorp, LLC | 11,148 | $423.0K | 0.02% | +31+0.3% | Added |
| Woodstock Corp | 11,190 | $424.5K | 0.05% | 00.0% | Unchanged |
| Human Investing LLC | 11,221 | $425.7K | 0.10% | −388−3.3% | Reduced |
| Vanguard Capital Wealth Advisors | 11,261 | $427.2K | 0.43% | +11,261 | New |
| KLCM Advisors, Inc. | 11,279 | $427.9K | 0.08% | −366−3.1% | Reduced |
| BancorpSouth Bank | 11,396 | $432.4K | 0.04% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 11,444 | $434.2K | 0.25% | −1,281−10.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,456 | $434.6K | 0.02% | −64,594−84.9% | Reduced |
| SS&H Financial Advisors, Inc. | 11,480 | $435.6K | 0.20% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,498 | $436.2K | 0.16% | −4,836−29.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,581 | $439.4K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11,591 | $439.8K | 0.04% | −75−0.6% | Reduced |
| Disciplined Investments, LLC | 11,613 | $440.6K | 0.19% | +41+0.4% | Added |
| Ar Asset Management Inc | 11,642 | $442.0K | 0.12% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,664 | $442.6K | 0.05% | +13+0.1% | Added |
| Sunbelt Securities, Inc. | 11,684 | $443.7K | 0.07% | −4,766−29.0% | Reduced |
| TrueWealth Advisors, LLC | 11,719 | $444.6K | 0.19% | −562−4.6% | Reduced |
| Nilsine Partners, LLC | 11,741 | $445.5K | 0.07% | +11,741 | New |
| Private Trust Co NA | 11,757 | $446.1K | 0.06% | +283+2.5% | Added |
| LCNB Corp | 11,794 | $447.5K | 0.20% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 11,800 | $447.7K | 0.18% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 11,881 | $450.8K | 0.32% | −316−2.6% | Reduced |
| Argent Trust Co | 11,985 | $454.7K | 0.03% | −452−3.6% | Reduced |
| Asset Allocation & Management Company, LLC | 12,000 | $455.0K | 0.18% | 00.0% | Unchanged |
| Northeast Investment Management | 11,997 | $455.2K | 0.03% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 12,000 | $455.3K | 0.00% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 12,000 | $455.3K | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 12,017 | $455.9K | 0.03% | −480−3.8% | Reduced |
| Prelude Capital Management, LLC | 12,073 | $458.1K | 0.03% | +30.0% | Added |
| Fiduciary Trust Co | 12,101 | $459.1K | 0.01% | −2,728−18.4% | Reduced |
| HB Wealth Management, LLC | 12,136 | $460.4K | 0.01% | +1,465+13.7% | Added |
| Fruth Investment Management | 12,192 | $462.0K | 0.13% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 12,200 | $462.9K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 12,237 | $464.3K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 12,308 | $467.0K | 0.01% | +2,518+25.7% | Added |
| Accurate Wealth Management, LLC | 11,791 | $468.1K | 0.16% | +350+3.1% | Added |
| Buckingham Strategic Wealth, LLC | 13,474 | $470.7K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,407 | $470.7K | 0.17% | +606+5.1% | Added |
| Choate Investment Advisors | 12,498 | $474.2K | 0.02% | +291+2.4% | Added |
| Coastal Investment Advisors, Inc. | 12,558 | $476.5K | 0.12% | +772+6.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 12,575 | $477.1K | 0.11% | +60.0% | Added |
| M Holdings Securities, Inc. | 12,612 | $478.0K | 0.05% | +87+0.7% | Added |
| McMillion Capital Management Inc | 12,650 | $479.9K | 0.45% | −910−6.7% | Reduced |
| Jacobi Capital Management LLC | 12,777 | $484.7K | 0.06% | +5,371+72.5% | Added |
| MidWestOne Financial Group, Inc. | 12,783 | $485.0K | 0.11% | +12,783 | New |
| IHT Wealth Management, LLC | 12,803 | $485.7K | 0.03% | −67−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 12,847 | $487.4K | 0.02% | +16+0.1% | Added |
| Focus Financial Network, Inc. | 12,852 | $487.6K | 0.03% | −301−2.3% | Reduced |
| Imprint Wealth LLC | 12,888 | $489.0K | 0.32% | +12,888 | New |
| Roberts Glore & Co Inc | 12,896 | $489.3K | 0.16% | +194+1.5% | Added |
| Fulton Bank, N.A. | 12,916 | $490.0K | 0.03% | +12,916 | New |
| Sentry LLC | 12,920 | $490.2K | 0.11% | +12,920 | New |
| Hilltop Holdings Inc. | 12,929 | $490.4K | 0.07% | −3,721−22.3% | Reduced |
| Reitz Capital Advisors LLC | 12,945 | $491.1K | 0.45% | −135−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 12,957 | $491.6K | 0.01% | −2,088−13.9% | Reduced |
| Whittier Trust Co | 12,973 | $492.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 12,994 | $493.0K | 0.24% | −300−2.3% | Reduced |
| Bay Rivers Group | 13,000 | $493.2K | 0.43% | 00.0% | Unchanged |
| Caption Management, LLC | 13,000 | $493.2K | 0.11% | +13,000 | New |
| Tower Bridge Advisors | 13,002 | $493.3K | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 13,020 | $494.0K | 0.24% | −262−2.0% | Reduced |
| Good Life Advisors, LLC | 13,099 | $497.0K | 0.06% | −615−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13,126 | $498.0K | 0.06% | +350+2.7% | Added |
| MONECO Advisors, LLC | 13,244 | $502.5K | 0.15% | +637+5.1% | Added |
| Vident Investment Advisory, LLC | 13,308 | $504.9K | 0.02% | +3,542+36.3% | Added |
| Coastwise Capital Group, LLC | 13,323 | $505.5K | 0.58% | −1,223−8.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 13,367 | $507.1K | 0.18% | −233−1.7% | Reduced |
| Bluefin Capital Management, LLC | – | $508.4K | 0.07% | – | – |
| Resources Investment Advisors, LLC. | 13,415 | $509.0K | 0.01% | +3,746+38.7% | Added |