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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 8,430 | $297.5K | 0.15% | +1,065+14.5% | Added |
| Jacobi Capital Management LLC | 8,423 | $297.2K | 0.03% | −4,354−34.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,399 | $296.4K | 0.02% | +2,480+41.9% | Added |
| StrategIQ Financial Group, LLC | 8,365 | $295.2K | 0.03% | +197+2.4% | Added |
| Sigma Investment Counselors Inc | 8,334 | $294.1K | 0.02% | −80−1.0% | Reduced |
| Berkshire Asset Management LLC | 8,279 | $292.2K | 0.02% | −255−3.0% | Reduced |
| LCNB Corp | 8,278 | $292.1K | 0.12% | −3,516−29.8% | Reduced |
| Capital Analysts, LLC | 8,290 | $292.0K | 0.02% | −116−1.4% | Reduced |
| Windsor Group LTD | 8,240 | $291.0K | 0.05% | +118+1.5% | Added |
| WealthTrust Axiom LLC | 8,201 | $289.4K | 0.10% | +15+0.2% | Added |
| American Trust Investment Advisors, LLC | 8,190 | $289.0K | 0.16% | −500−5.8% | Reduced |
| Western Wealth Management, LLC | 8,185 | $288.8K | 0.02% | +23+0.3% | Added |
| Successful Portfolios LLC | 8,158 | $287.9K | 0.25% | +20+0.2% | Added |
| Spire Wealth Management | 8,145 | $287.4K | 0.01% | +182+2.3% | Added |
| Noesis Capital Mangement Corp | 8,092 | $285.6K | 0.07% | −835−9.4% | Reduced |
| Principal Street Partners, LLC | 8,065 | $284.6K | 0.07% | +46+0.6% | Added |
| Cambridge Trust Co | 8,047 | $284.0K | 0.01% | −81−1.0% | Reduced |
| Sandbox Financial Partners, LLC | 8,010 | $282.7K | 0.15% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 8,009 | $282.6K | 0.08% | +100+1.3% | Added |
| Gamco Investors, Inc. Et Al | 7,970 | $281.3K | 0.00% | −4,987−38.5% | Reduced |
| TCWP LLC | 7,950 | $280.5K | 0.06% | +7,950 | New |
| Univest Financial Corp | 7,938 | $280.1K | 0.08% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 7,937 | $280.1K | 0.11% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 7,929 | $279.8K | 0.09% | −178−2.2% | Reduced |
| Oxford Financial Group Ltd | 7,927 | $279.7K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 7,926 | $279.7K | 0.05% | −960−10.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,793 | $275.0K | 0.02% | −247−3.1% | Reduced |
| Palogic Value Management, L.P. | 7,779 | $274.5K | 0.13% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,681 | $271.1K | 0.01% | +358+4.9% | Added |
| GSB Wealth Management, LLC | 7,665 | $270.5K | 0.09% | +322+4.4% | Added |
| DF Dent & Co Inc | 7,663 | $270.4K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 7,663 | $270.4K | 0.06% | +170+2.3% | Added |
| Pitcairn Co | 7,646 | $269.8K | 0.02% | +588+8.3% | Added |
| D'Orazio & Associates, Inc. | 7,587 | $267.7K | 0.06% | −791−9.4% | Reduced |
| Phillips Wealth Planners LLC | 7,581 | $267.5K | 0.35% | +1,281+20.3% | Added |
| McDonald Partners LLC | 7,576 | $267.4K | 0.08% | −6,000−44.2% | Reduced |
| Peoples Bank | 7,567 | $267.0K | 0.16% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,494 | $264.5K | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,472 | $263.7K | 0.00% | +311+4.3% | Added |
| Visionary Wealth Advisors | 7,468 | $263.5K | 0.02% | −1,341−15.2% | Reduced |
| Altfest L J & Co Inc | 7,448 | $263.0K | 0.04% | +61+0.8% | Added |
| First Horizon Advisors, Inc. | 7,446 | $262.8K | 0.01% | +168+2.3% | Added |
| Nwam LLC | 7,442 | $262.6K | 0.02% | −144−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 7,450 | $262.6K | 0.03% | −53,840−87.8% | Reduced |
| Caldwell Trust Co | 7,440 | $262.6K | 0.03% | −250−3.3% | Reduced |
| Vanguard Capital Wealth Advisors | 7,428 | $262.1K | 0.24% | −3,833−34.0% | Reduced |
| Goelzer Investment Management, Inc. | 7,409 | $261.5K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 7,402 | $261.2K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,394 | $260.9K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,390 | $260.8K | 0.01% | −1,303−15.0% | Reduced |
| Wealth Alliance | 7,360 | $259.7K | 0.04% | −818−10.0% | Reduced |
| TruWealth Advisors, LLC | 7,351 | $259.4K | 0.02% | +23+0.3% | Added |
| Redwood Wealth Management Group, LLC | 7,348 | $259.3K | 0.29% | +148+2.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 7,135 | $259.1K | 0.20% | +7,135 | New |
| PDS Planning, Inc | 7,294 | $257.4K | 0.03% | −100−1.4% | Reduced |
| Advisory Alpha, LLC | 7,289 | $257.2K | 0.01% | +7,289 | New |
| Foundations Investment Advisors, LLC | 7,280 | $256.9K | 0.01% | +905+14.2% | Added |
| Modera Wealth Management, LLC | 7,276 | $256.8K | 0.00% | +201+2.8% | Added |
| XTX Topco Ltd | 7,231 | $255.2K | 0.05% | +7,231 | New |
| Shelton Capital Management | 7,229 | $255.1K | 0.01% | +1,605+28.5% | Added |
| Ingalls & Snyder LLC | 7,206 | $254.0K | 0.01% | −1,000−12.2% | Reduced |
| KCM Investment Advisors LLC | 7,181 | $253.4K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,150 | $252.3K | 0.03% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 7,150 | $252.0K | 0.22% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,126 | $251.0K | 0.01% | +500+7.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,092 | $250.0K | 0.01% | −1,192−14.4% | Reduced |
| Pin Oak Investment Advisors Inc | 7,057 | $249.0K | 0.28% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 7,002 | $247.1K | 0.07% | +163+2.4% | Added |
| 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 |
| PFW Advisors LLC | 6,649 | $246.7K | 0.08% | +6,649 | New |
| Glassman Wealth Services | 6,974 | $246.1K | 0.04% | −17−0.2% | Reduced |
| Ieq Capital, LLC | 6,974 | $246.1K | 0.00% | −36,579−84.0% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $245.5K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,950 | $245.3K | 0.03% | −47,063−87.1% | Reduced |
| Toronto Dominion Bank | 6,970 | $245.0K | 0.00% | +2,529+56.9% | Added |
| Grove Bank & Trust | 6,930 | $244.6K | 0.05% | −96−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 6,925 | $244.4K | 0.01% | +26+0.4% | Added |
| Comerica Securities,inc. | 6,898 | $243.4K | 0.02% | −1,114−13.9% | Reduced |
| Ancora Advisors, LLC | 6,875 | $242.6K | 0.01% | −2,658−27.9% | Reduced |
| SevenBridge Financial Group, LLC | 6,868 | $242.4K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,865 | $242.3K | 0.01% | −438−6.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,863 | $242.2K | 0.08% | +6,863 | New |
| Wedgewood Partners Inc | 6,875 | $242.0K | 0.04% | −1,500−17.9% | Reduced |
| Guardian Financial Partners, LLC | 6,821 | $240.7K | 0.70% | +60+0.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,804 | $240.1K | 0.00% | +85+1.3% | Added |
| SCP Investment, LP | 6,800 | $240.0K | 0.19% | +1,000+17.2% | Added |
| REDW Wealth LLC | 6,762 | $238.6K | 0.07% | +4+0.1% | Added |
| Fayez Sarofim & Co | 6,758 | $238.5K | 0.00% | +1,041+18.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,753 | $238.3K | 0.02% | +200+3.1% | Added |
| PFG Investments, LLC | 6,749 | $238.2K | 0.04% | +1,159+20.7% | Added |
| Silver Oak Securities, Inc | 6,739 | $238.0K | 0.04% | +4+0.1% | Added |
| Hexagon Capital Partners LLC | 6,738 | $237.8K | 0.06% | −20.0% | Reduced |
| Westover Capital Advisors, LLC | 6,732 | $237.6K | 0.08% | −1,613−19.3% | Reduced |
| Marathon Capital Management | 6,731 | $237.5K | 0.06% | −6,890−50.6% | Reduced |
| MSH Capital Advisors LLC | 6,724 | $237.3K | 0.09% | +110+1.7% | Added |
| Traphagen Investment Advisors LLC | 6,704 | $236.6K | 0.03% | −679−9.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,696 | $236.3K | 0.06% | +6,696 | New |
| Triasima Portfolio Management inc. | 5,050 | $236.0K | 0.01% | −2,265−31.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,474 | $235.1K | 0.17% | +27+0.4% | Added |