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, Q3 2023
Institutional positions in BP PLC as of Sep 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
- 1,137
- +29 vs. Q2 2023
- Shares held
- 327.0M
- +6.96M (+2.2%) vs. Q2 2023
- Total value
- $12.7B
- +$1.37B (+12.1%) vs. Q2 2023
- New holders
- 103
- 383 more added
- Sold out
- 74
- 417 more reduced
13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 2,526 | $97.8K | 0.01% | +4+0.2% | Added |
| Heritage Wealth Advisors | 2,548 | $98.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,551 | $98.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,564 | $99.3K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,654 | $102.8K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,692 | $104.2K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,727 | $105.6K | 0.01% | −280−9.3% | Reduced |
| Salomon & Ludwin, LLC | 2,736 | $105.9K | 0.01% | +2,736 | New |
| Vestor Capital, LLC | 2,806 | $109.0K | 0.01% | −23−0.8% | Reduced |
| Coston, McIsaac & Partners | 2,841 | $110.0K | 0.04% | +1,300+84.4% | Added |
| Blue Chip Partners, Inc. | 2,870 | $111.1K | 0.01% | −44−1.5% | Reduced |
| Farther Finance Advisors, LLC | 2,997 | $116.0K | 0.02% | +1,129+60.4% | Added |
| Princeton Global Asset Management LLC | 3,000 | $116.2K | 0.03% | 00.0% | Unchanged |
| Avondale Wealth Management | 3,000 | $116.2K | 0.10% | +1,500+100.0% | Added |
| New England Capital Financial Advisors LLC | 3,063 | $118.6K | 0.08% | +34+1.1% | Added |
| Avion Wealth | 3,079 | $119.0K | 0.03% | +5+0.2% | Added |
| Laurel Wealth Advisors LLC | 3,103 | $120.1K | 0.03% | +698+29.0% | Added |
| AlphaMark Advisors, LLC | 3,135 | $121.0K | 0.05% | −150−4.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 3,126 | $121.0K | 0.08% | +22+0.7% | Added |
| McIlrath & Eck, LLC | 3,136 | $121.4K | 0.02% | +158+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,162 | $122.5K | 0.06% | +3+0.1% | Added |
| Eagle Bay Advisors LLC | 3,223 | $124.8K | 0.06% | −80−2.4% | Reduced |
| Addison Advisors LLC | 3,225 | $124.9K | 0.06% | +395+14.0% | Added |
| Legacy Financial Group LLC | 3,279 | $127.0K | 0.03% | +3,279 | New |
| Paradigm Asset Management Co LLC | 3,400 | $131.6K | 0.04% | −200−5.6% | Reduced |
| Highlander Capital Management, LLC | 3,622 | $140.0K | 0.06% | +3,622 | New |
| St Germain D J Co Inc | 3,743 | $144.9K | 0.01% | −44−1.2% | Reduced |
| TSFG, LLC | 3,855 | $149.0K | 0.05% | +27+0.7% | Added |
| First PREMIER Bank | 3,841 | $149.0K | 0.05% | +2,103+121.0% | Added |
| Resources Management Corp | 3,900 | $151.0K | 0.02% | −1,000−20.4% | Reduced |
| Sittner & Nelson, LLC | 3,948 | $152.9K | 0.09% | +12+0.3% | Added |
| Tyler-Stone Wealth Management | 3,999 | $155.0K | 0.09% | +23+0.6% | Added |
| Dakota Community Bank & Trust NA | 4,020 | $155.7K | 0.99% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,615 | $157.3K | 0.07% | −5,400−53.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,067 | $157.5K | 0.01% | +140+3.6% | Added |
| Thompson Siegel & Walmsley LLC | 4,168 | $161.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,184 | $162.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,199 | $162.6K | 0.09% | −450−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,239 | $164.1K | 0.01% | +2,472+139.9% | Added |
| Clearstead Advisors, LLC | 4,380 | $169.6K | 0.01% | +357+8.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,408 | $170.7K | 0.06% | +4,408 | New |
| Edmond de Rothschild Holding S.A. | 4,600 | $178.1K | 0.00% | −16,399−78.1% | Reduced |
| City State Bank | 4,722 | $183.0K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,925 | $190.7K | 0.01% | −1,950−28.4% | Reduced |
| Oakworth Capital, Inc. | 4,970 | $192.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,973 | $192.6K | 0.02% | −568−10.3% | Reduced |
| Atlas Capital Advisors LLC | 4,980 | $192.8K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5,000 | $193.6K | 0.10% | +5,000 | New |
| Hills Bank & Trust Co | 5,122 | $198.3K | 0.02% | +62+1.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,176 | $200.0K | 0.02% | +5,176 | New |
| Aprio Wealth Management, LLC | 5,171 | $200.2K | 0.05% | +5,171 | New |
| Patron Partners Advisors, LLC | 5,180 | $200.6K | 0.15% | +5,180 | New |
| Seed Wealth Management, Inc. | 5,200 | $201.3K | 0.23% | +5,200 | New |
| Independent Solutions Wealth Management, LLC | 5,204 | $201.5K | 0.06% | −1,492−22.3% | Reduced |
| Connolly Sarah T. | 5,250 | $203.3K | 0.13% | +5,250 | New |
| Schnieders Capital Management LLC | 5,293 | $204.9K | 0.05% | +5,293 | New |
| Cannell Peter B & Co Inc | 5,350 | $207.2K | 0.01% | +5,350 | New |
| Baldwin Brothers Inc | 5,364 | $207.7K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,375 | $208.1K | 0.00% | −1,025−16.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,405 | $209.3K | 0.20% | +5,405 | New |
| Peoples Financial Services Corp. | 5,406 | $209.3K | 0.10% | −900−14.3% | Reduced |
| Holderness Investments Co | 5,417 | $209.7K | 0.08% | −303−5.3% | Reduced |
| Pavion Blue Capital, LLC | 5,448 | $210.9K | 0.13% | +5,448 | New |
| Drive Wealth Management, LLC | 5,464 | $211.6K | 0.08% | +5,464 | New |
| Coldstream Capital Management Inc | 5,490 | $212.6K | 0.01% | −195−3.4% | Reduced |
| Silver Oak Securities, Inc | 5,494 | $212.7K | 0.05% | −1,245−18.5% | Reduced |
| TCTC Holdings, LLC | 5,500 | $213.0K | 0.01% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,505 | $213.2K | 0.03% | +5,505 | New |
| Maven Securities LTD | 5,532 | $214.2K | 0.02% | +5,532 | New |
| Coastal Investment Advisors, Inc. | 6,077 | $214.4K | 0.05% | −4,803−44.1% | Reduced |
| Romano Brothers and Company | 5,624 | $217.8K | 0.03% | +5,624 | New |
| InterOcean Capital Group, LLC | 5,629 | $217.9K | 0.01% | +5,629 | New |
| Wealth Management Partners, LLC | 5,631 | $218.0K | 0.14% | +5,631 | New |
| Hurlow Wealth Management Group, Inc. | 5,656 | $219.0K | 0.10% | +5,656 | New |
| Kathmere Capital Management, LLC | 5,668 | $219.5K | 0.03% | +5,668 | New |
| CMG Global Holdings, LLC | 5,695 | $220.5K | 0.19% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,872 | $222.1K | 0.17% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,764 | $223.2K | 0.06% | +24+0.4% | Added |
| Regal Investment Advisors LLC | 5,765 | $223.2K | 0.02% | −234−3.9% | Reduced |
| Strategic Wealth Designers | 5,773 | $223.5K | 0.04% | −283−4.7% | Reduced |
| Duncker Streett & Co Inc | 5,780 | $223.8K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,795 | $224.4K | 0.01% | −1,070−15.6% | Reduced |
| First National Bank | 5,813 | $225.1K | 0.20% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,841 | $226.2K | 0.09% | −196−3.2% | Reduced |
| Wellington Shields Capital Management, LLC | 5,850 | $226.5K | 0.03% | +200+3.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 5,852 | $226.6K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,869 | $227.2K | 0.13% | +143+2.5% | Added |
| Resurgent Financial Advisors LLC | 5,882 | $227.8K | 0.16% | −392−6.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 5,910 | $228.8K | 0.22% | −255−4.1% | Reduced |
| Avaii Wealth Management, LLC | 5,932 | $229.7K | 0.17% | +197+3.4% | Added |
| High Net Worth Advisory Group LLC | 5,935 | $229.8K | 0.09% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 5,965 | $231.0K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,970 | $231.0K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,969 | $231.1K | 0.03% | −337−5.3% | Reduced |
| Virtue Capital Management, LLC | 6,558 | $231.5K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,981 | $231.6K | 0.04% | +100+1.7% | Added |
| Union Investments & Development Ltd. | 6,000 | $232.3K | 0.13% | 00.0% | Unchanged |
| Park National Corp | 6,037 | $233.8K | 0.01% | +6,037 | New |
| Altfest L J & Co Inc | 6,069 | $235.0K | 0.04% | −1,379−18.5% | Reduced |
| NTV Asset Management LLC | 6,082 | $235.5K | 0.04% | −290−4.6% | Reduced |