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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 8,414 | $319.2K | 0.02% | +80+1.0% | Added |
| Capital Analysts, LLC | 8,406 | $319.0K | 0.02% | −234−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 8,378 | $317.9K | 0.08% | +419+5.3% | Added |
| Wedgewood Partners Inc | 8,375 | $317.0K | 0.05% | −1,495−15.1% | Reduced |
| Capital Investment Advisors, LLC | 8,345 | $316.6K | 0.01% | +226+2.8% | Added |
| Westover Capital Advisors, LLC | 8,345 | $316.6K | 0.12% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 8,323 | $315.8K | 0.06% | +725+9.5% | Added |
| BigSur Wealth Management LLC | 8,309 | $315.2K | 0.15% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,284 | $314.0K | 0.01% | −30−0.4% | Reduced |
| Green Square Capital Advisors LLC | 8,271 | $313.8K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,229 | $312.0K | 0.04% | +46+0.6% | Added |
| Ingalls & Snyder LLC | 8,206 | $311.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8,197 | $311.0K | 0.00% | +386+4.9% | Added |
| WealthTrust Axiom LLC | 8,186 | $310.6K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 8,178 | $310.3K | 0.05% | −244−2.9% | Reduced |
| StrategIQ Financial Group, LLC | 8,168 | $309.9K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,162 | $309.7K | 0.03% | +8,162 | New |
| Successful Portfolios LLC | 8,138 | $308.8K | 0.19% | 00.0% | Unchanged |
| Cambridge Trust Co | 8,128 | $308.4K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,119 | $308.0K | 0.03% | +8,119 | New |
| Poehling Capital Management, LLC | 8,107 | $307.6K | 0.10% | +8,107 | New |
| Mayflower Financial Advisors, LLC | 8,070 | $306.2K | 0.04% | +8,070 | New |
| Principal Street Partners, LLC | 8,019 | $305.1K | 0.08% | −20.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,040 | $305.0K | 0.02% | +1,113+16.1% | Added |
| Comerica Securities,inc. | 8,012 | $304.0K | 0.02% | +301+3.9% | Added |
| Sandbox Financial Partners, LLC | 8,010 | $303.9K | 0.18% | −295−3.6% | Reduced |
| Spire Wealth Management | 7,963 | $302.1K | 0.01% | +4,124+107.4% | Added |
| Univest Financial Corp | 7,938 | $301.2K | 0.09% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 7,937 | $301.2K | 0.12% | +7,937 | New |
| Oxford Financial Group Ltd | 7,927 | $300.8K | 0.03% | −2,540−24.3% | Reduced |
| StoneX Group Inc. | 7,925 | $300.7K | 0.03% | +476+6.4% | Added |
| CRA Financial Services, LLC | 7,909 | $300.1K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,902 | $299.8K | 0.03% | −7,226−47.8% | Reduced |
| FourThought Financial Partners, LLC | 7,789 | $295.5K | 0.04% | −274−3.4% | Reduced |
| Exencial Wealth Advisors, LLC | 7,785 | $295.4K | 0.02% | −82−1.0% | Reduced |
| Palogic Value Management, L.P. | 7,779 | $295.1K | 0.14% | +221+2.9% | Added |
| Morningstar Investment Services LLC | 7,782 | $295.0K | 0.00% | +487+6.7% | Added |
| Caldwell Trust Co | 7,690 | $291.8K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,681 | $291.4K | 0.14% | −669−8.0% | Reduced |
| IFG Advisory, LLC | 7,677 | $291.3K | 0.03% | −3,940−33.9% | Reduced |
| DF Dent & Co Inc | 7,663 | $290.7K | 0.00% | +148+2.0% | Added |
| Hancock Whitney Corp | 7,635 | $290.0K | 0.01% | +1,662+27.8% | Added |
| Nwam LLC | 7,586 | $287.8K | 0.03% | −675−8.2% | Reduced |
| Peoples Bank | 7,567 | $287.1K | 0.18% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,290 | $286.7K | 0.26% | +7,290 | New |
| Keystone Wealth Services, LLC | 7,494 | $284.3K | 0.12% | −211−2.7% | Reduced |
| Eudaimonia Partners, LLC | 7,493 | $284.3K | 0.07% | −827−9.9% | Reduced |
| Goelzer Investment Management, Inc. | 7,409 | $281.1K | 0.02% | −100−1.3% | Reduced |
| Estabrook Capital Management | 7,402 | $280.8K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,394 | $280.5K | 0.03% | −30.0% | Reduced |
| PDS Planning, Inc | 7,394 | $280.5K | 0.04% | +7,394 | New |
| Dorsey & Whitney Trust CO LLC | 7,392 | $280.5K | 0.03% | +641+9.5% | Added |
| Traphagen Investment Advisors LLC | 7,383 | $280.1K | 0.04% | −468−6.0% | Reduced |
| Altfest L J & Co Inc | 7,387 | $280.0K | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 7,370 | $279.6K | 0.03% | +7,370 | New |
| Optimum Investment Advisors | 7,365 | $279.4K | 0.15% | −1,000−12.0% | Reduced |
| GSB Wealth Management, LLC | 7,343 | $278.6K | 0.09% | −65−0.9% | Reduced |
| TruWealth Advisors, LLC | 7,328 | $278.0K | 0.03% | −733−9.1% | Reduced |
| Perigon Wealth Management, LLC | 7,323 | $277.8K | 0.02% | −82−1.1% | Reduced |
| Triasima Portfolio Management inc. | 7,315 | $277.5K | 0.02% | +335+4.8% | Added |
| Moneta Group Investment Advisors LLC | 7,303 | $277.1K | 0.01% | +1,268+21.0% | Added |
| First Horizon Advisors, Inc. | 7,278 | $276.1K | 0.01% | +963+15.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 7,268 | $275.7K | 0.01% | +7,268 | New |
| Redwood Wealth Management Group, LLC | 7,200 | $273.2K | 0.31% | +1,300+22.0% | Added |
| KCM Investment Advisors LLC | 7,181 | $272.4K | 0.01% | −178−2.4% | Reduced |
| Marcum Wealth, LLC | 7,180 | $272.4K | 0.03% | −713−9.0% | Reduced |
| Wealthspire Advisors, LLC | 7,161 | $271.7K | 0.00% | −3,445−32.5% | Reduced |
| United Asset Strategies, Inc. | 7,150 | $271.3K | 0.04% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 7,150 | $271.0K | 0.26% | −500−6.5% | Reduced |
| Malaga Cove Capital, LLC | 7,142 | $271.0K | 0.13% | +7,142 | New |
| JJJ Advisors Inc. | 6,638 | $269.4K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,075 | $268.4K | 0.01% | +565+8.7% | Added |
| Pin Oak Investment Advisors Inc | 7,057 | $268.0K | 0.33% | 00.0% | Unchanged |
| Pitcairn Co | 7,058 | $267.8K | 0.02% | +1,237+21.3% | Added |
| Gladstone Institutional Advisory LLC | 7,039 | $267.1K | 0.02% | −2,644−27.3% | Reduced |
| Grove Bank & Trust | 7,026 | $266.6K | 0.06% | −171−2.4% | Reduced |
| Virtue Capital Management, LLC | 6,758 | $266.4K | 0.04% | +65+1.0% | Added |
| Shayne & Co., LLC | 7,000 | $265.6K | 0.14% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,000 | $265.6K | 0.09% | 00.0% | Unchanged |
| Glassman Wealth Services | 6,991 | $265.2K | 0.05% | −125−1.8% | Reduced |
| Alps Advisors Inc | 6,985 | $265.0K | 0.00% | +6,985 | New |
| North Point Portfolio Managers Corp | 6,957 | $263.9K | 0.04% | −400−5.4% | Reduced |
| TBH Global Asset Management, LLC | 6,918 | $262.5K | 0.06% | +6,918 | New |
| Avantax Planning Partners, Inc. | 6,899 | $261.8K | 0.01% | −396−5.4% | Reduced |
| Empower Advisory Group, LLC | 6,566 | $260.9K | 0.00% | +6,566 | New |
| SevenBridge Financial Group, LLC | 6,868 | $260.6K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,839 | $259.5K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,837 | $259.4K | 0.01% | −948−12.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,447 | $257.0K | 0.18% | +24+0.4% | Added |
| Guardian Financial Partners, LLC | 6,761 | $256.5K | 0.26% | +254+3.9% | Added |
| REDW Wealth LLC | 6,758 | $256.4K | 0.08% | +6,758 | New |
| First National Bank of South Miami | 6,750 | $256.1K | 0.20% | +139+2.1% | Added |
| Silver Oak Securities, Inc | 6,735 | $256.0K | 0.04% | +250+3.9% | Added |
| First Manhattan Co | 6,740 | $255.7K | 0.00% | −10,625−61.2% | Reduced |
| Hexagon Capital Partners LLC | 6,740 | $255.7K | 0.07% | −959−12.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,719 | $254.9K | 0.00% | −170−2.5% | Reduced |
| IFG Advisors, LLC | 6,648 | $252.2K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,300 | $252.1K | 0.33% | +6,300 | New |
| Bryn Mawr Trust Co | 6,626 | $252.0K | 0.01% | −1,015−13.3% | Reduced |
| MSH Capital Advisors LLC | 6,614 | $250.9K | 0.11% | 00.0% | Unchanged |