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, Q2 2023
Institutional positions in BP PLC as of Jun 30, 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
- 1,121
- −12 vs. Q1 2023
- Shares held
- 320.1M
- +6.77M (+2.2%) vs. Q1 2023
- Total value
- $11.3B
- −$598.8M (−5.0%) vs. Q1 2023
- New holders
- 87
- 407 more added
- Sold out
- 99
- 394 more reduced
9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 6,347 | $224.0K | 0.11% | −85−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 6,348 | $224.0K | 0.01% | −49−0.8% | Reduced |
| First Manhattan Co | 6,371 | $224.8K | 0.00% | −369−5.5% | Reduced |
| NTV Asset Management LLC | 6,372 | $224.9K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 6,393 | $225.6K | 0.15% | −19−0.3% | Reduced |
| First Citizens Bank & Trust Co | 6,400 | $225.9K | 0.00% | −2,392−27.2% | Reduced |
| Kenfarb & Co. | 6,400 | $225.9K | 0.20% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,406 | $226.1K | 0.07% | −18−0.3% | Reduced |
| WealthShield Partners, LLC | 6,447 | $227.5K | 0.03% | +55+0.9% | Added |
| Jump Financial, LLC | 6,458 | $227.9K | 0.01% | +6,458 | New |
| Bridge Creek Capital Management LLC | 6,500 | $229.4K | 0.08% | −50−0.8% | Reduced |
| FourThought Financial Partners, LLC | 6,559 | $231.5K | 0.03% | −1,230−15.8% | Reduced |
| Virtue Capital Management, LLC | 6,558 | $231.5K | 0.04% | −200−3.0% | Reduced |
| Cohen Capital Management, Inc. | 6,562 | $231.6K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,595 | $232.7K | 0.02% | −797−10.8% | Reduced |
| Quantamental Technologies LLC | 6,613 | $233.4K | 0.10% | +6,613 | New |
| Summit Financial Wealth Advisors, LLC | 6,626 | $233.8K | 0.05% | +1,322+24.9% | Added |
| JJJ Advisors Inc. | 6,638 | $234.3K | 0.06% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,648 | $234.6K | 0.08% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,654 | $234.8K | 0.00% | +88+1.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,474 | $235.1K | 0.17% | +27+0.4% | Added |
| Triasima Portfolio Management inc. | 5,050 | $236.0K | 0.01% | −2,265−31.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,696 | $236.3K | 0.06% | +6,696 | New |
| Traphagen Investment Advisors LLC | 6,704 | $236.6K | 0.03% | −679−9.2% | Reduced |
| MSH Capital Advisors LLC | 6,724 | $237.3K | 0.09% | +110+1.7% | Added |
| Marathon Capital Management | 6,731 | $237.5K | 0.06% | −6,890−50.6% | Reduced |
| Westover Capital Advisors, LLC | 6,732 | $237.6K | 0.08% | −1,613−19.3% | Reduced |
| Hexagon Capital Partners LLC | 6,738 | $237.8K | 0.06% | −20.0% | Reduced |
| Silver Oak Securities, Inc | 6,739 | $238.0K | 0.04% | +4+0.1% | Added |
| PFG Investments, LLC | 6,749 | $238.2K | 0.04% | +1,159+20.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,753 | $238.3K | 0.02% | +200+3.1% | Added |
| Fayez Sarofim & Co | 6,758 | $238.5K | 0.00% | +1,041+18.2% | Added |
| REDW Wealth LLC | 6,762 | $238.6K | 0.07% | +4+0.1% | Added |
| SCP Investment, LP | 6,800 | $240.0K | 0.19% | +1,000+17.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,804 | $240.1K | 0.00% | +85+1.3% | Added |
| Guardian Financial Partners, LLC | 6,821 | $240.7K | 0.70% | +60+0.9% | Added |
| Wedgewood Partners Inc | 6,875 | $242.0K | 0.04% | −1,500−17.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,863 | $242.2K | 0.08% | +6,863 | New |
| Moneta Group Investment Advisors LLC | 6,865 | $242.3K | 0.01% | −438−6.0% | Reduced |
| SevenBridge Financial Group, LLC | 6,868 | $242.4K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,875 | $242.6K | 0.01% | −2,658−27.9% | Reduced |
| Comerica Securities,inc. | 6,898 | $243.4K | 0.02% | −1,114−13.9% | Reduced |
| Avantax Planning Partners, Inc. | 6,925 | $244.4K | 0.01% | +26+0.4% | Added |
| Grove Bank & Trust | 6,930 | $244.6K | 0.05% | −96−1.4% | Reduced |
| Toronto Dominion Bank | 6,970 | $245.0K | 0.00% | +2,529+56.9% | Added |
| Belpointe Asset Management LLC | 6,950 | $245.3K | 0.03% | −47,063−87.1% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $245.5K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,974 | $246.1K | 0.00% | −36,579−84.0% | Reduced |
| Glassman Wealth Services | 6,974 | $246.1K | 0.04% | −17−0.2% | Reduced |
| PFW Advisors LLC | 6,649 | $246.7K | 0.08% | +6,649 | New |
| Shayne & Co., LLC | 7,000 | $247.0K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,000 | $247.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 7,002 | $247.1K | 0.07% | +163+2.4% | Added |
| Pin Oak Investment Advisors Inc | 7,057 | $249.0K | 0.28% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,092 | $250.0K | 0.01% | −1,192−14.4% | Reduced |
| Bryn Mawr Trust Co | 7,126 | $251.0K | 0.01% | +500+7.5% | Added |
| Perkins Capital Management Inc | 7,150 | $252.0K | 0.22% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,150 | $252.3K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,181 | $253.4K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 7,206 | $254.0K | 0.01% | −1,000−12.2% | Reduced |
| Shelton Capital Management | 7,229 | $255.1K | 0.01% | +1,605+28.5% | Added |
| XTX Topco Ltd | 7,231 | $255.2K | 0.05% | +7,231 | New |
| Modera Wealth Management, LLC | 7,276 | $256.8K | 0.00% | +201+2.8% | Added |
| Foundations Investment Advisors, LLC | 7,280 | $256.9K | 0.01% | +905+14.2% | Added |
| Advisory Alpha, LLC | 7,289 | $257.2K | 0.01% | +7,289 | New |
| PDS Planning, Inc | 7,294 | $257.4K | 0.03% | −100−1.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,135 | $259.1K | 0.20% | +7,135 | New |
| Redwood Wealth Management Group, LLC | 7,348 | $259.3K | 0.29% | +148+2.1% | Added |
| TruWealth Advisors, LLC | 7,351 | $259.4K | 0.02% | +23+0.3% | Added |
| Wealth Alliance | 7,360 | $259.7K | 0.04% | −818−10.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,390 | $260.8K | 0.01% | −1,303−15.0% | Reduced |
| ProVise Management Group, LLC | 7,394 | $260.9K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 7,402 | $261.2K | 0.04% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 7,409 | $261.5K | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,428 | $262.1K | 0.24% | −3,833−34.0% | Reduced |
| Caldwell Trust Co | 7,440 | $262.6K | 0.03% | −250−3.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,450 | $262.6K | 0.03% | −53,840−87.8% | Reduced |
| Nwam LLC | 7,442 | $262.6K | 0.02% | −144−1.9% | Reduced |
| First Horizon Advisors, Inc. | 7,446 | $262.8K | 0.01% | +168+2.3% | Added |
| Altfest L J & Co Inc | 7,448 | $263.0K | 0.04% | +61+0.8% | Added |
| Visionary Wealth Advisors | 7,468 | $263.5K | 0.02% | −1,341−15.2% | Reduced |
| Wealthspire Advisors, LLC | 7,472 | $263.7K | 0.00% | +311+4.3% | Added |
| Keystone Wealth Services, LLC | 7,494 | $264.5K | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 7,567 | $267.0K | 0.16% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,576 | $267.4K | 0.08% | −6,000−44.2% | Reduced |
| Phillips Wealth Planners LLC | 7,581 | $267.5K | 0.35% | +1,281+20.3% | Added |
| D'Orazio & Associates, Inc. | 7,587 | $267.7K | 0.06% | −791−9.4% | Reduced |
| Pitcairn Co | 7,646 | $269.8K | 0.02% | +588+8.3% | Added |
| Eudaimonia Partners, LLC | 7,663 | $270.4K | 0.06% | +170+2.3% | Added |
| DF Dent & Co Inc | 7,663 | $270.4K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,665 | $270.5K | 0.09% | +322+4.4% | Added |
| Perigon Wealth Management, LLC | 7,681 | $271.1K | 0.01% | +358+4.9% | Added |
| Palogic Value Management, L.P. | 7,779 | $274.5K | 0.13% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,793 | $275.0K | 0.02% | −247−3.1% | Reduced |
| City Holding Co | 7,926 | $279.7K | 0.05% | −960−10.8% | Reduced |
| Oxford Financial Group Ltd | 7,927 | $279.7K | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 7,929 | $279.8K | 0.09% | −178−2.2% | Reduced |
| Empire Financial Management Company, LLC | 7,937 | $280.1K | 0.11% | 00.0% | Unchanged |
| Univest Financial Corp | 7,938 | $280.1K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 7,950 | $280.5K | 0.06% | +7,950 | New |