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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 6,147 | $238.0K | 0.03% | −5,531−47.4% | Reduced |
| Westover Capital Advisors, LLC | 6,172 | $239.0K | 0.09% | −560−8.3% | Reduced |
| First Horizon Advisors, Inc. | 6,259 | $242.4K | 0.01% | −1,187−15.9% | Reduced |
| Insight Wealth Partners, LLC | 6,267 | $242.7K | 0.20% | −20−0.3% | Reduced |
| RSM US Wealth Management LLC | 6,275 | $243.0K | 0.01% | +350+5.9% | Added |
| Cito Capital Group, LLC | 6,280 | $243.0K | 0.12% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,315 | $244.5K | 0.03% | +140+2.3% | Added |
| Fortitude Advisory Group L.L.C. | 6,318 | $244.6K | 0.17% | +483+8.3% | Added |
| Insight 2811, Inc. | 6,320 | $244.7K | 0.14% | +6,320 | New |
| Poehling Capital Management, LLC | 6,325 | $244.9K | 0.09% | −1,604−20.2% | Reduced |
| Eagle Global Advisors LLC | 6,341 | $245.5K | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,358 | $246.0K | 0.12% | +6,358 | New |
| Ashton Thomas Private Wealth, LLC | 6,364 | $246.4K | 0.02% | −2,035−24.2% | Reduced |
| First Manhattan Co | 6,371 | $246.7K | 0.00% | 00.0% | Unchanged |
| Greenfield Savings Bank | 6,383 | $247.2K | 0.16% | −10−0.2% | Reduced |
| Kenfarb & Co. | 6,400 | $247.8K | 0.23% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,415 | $248.4K | 0.01% | +6,415 | New |
| WealthShield Partners, LLC | 6,447 | $249.6K | 0.04% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 6,474 | $250.0K | 0.18% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,492 | $251.4K | 0.00% | −162−2.4% | Reduced |
| Bridge Creek Capital Management LLC | 6,500 | $251.7K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,514 | $252.2K | 0.01% | −460−6.6% | Reduced |
| Summit X, LLC | 6,557 | $253.9K | 0.08% | −4,964−43.1% | Reduced |
| Eudaimonia Partners, LLC | 6,561 | $254.0K | 0.06% | −1,102−14.4% | Reduced |
| Cohen Capital Management, Inc. | 6,562 | $254.1K | 0.05% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,567 | $254.3K | 0.04% | +8+0.1% | Added |
| MSH Capital Advisors LLC | 6,611 | $256.0K | 0.10% | −113−1.7% | Reduced |
| Traphagen Investment Advisors LLC | 6,624 | $256.5K | 0.03% | −80−1.2% | Reduced |
| IFG Advisors, LLC | 6,648 | $257.4K | 0.09% | 00.0% | Unchanged |
| PFW Advisors LLC | 6,649 | $257.4K | 0.09% | 00.0% | Unchanged |
| Toronto Dominion Bank | 6,663 | $258.0K | 0.00% | −307−4.4% | Reduced |
| Advisory Alpha, LLC | 6,670 | $258.3K | 0.01% | −619−8.5% | Reduced |
| Grove Bank & Trust | 6,686 | $258.9K | 0.05% | −244−3.5% | Reduced |
| JJJ Advisors Inc. | 6,689 | $259.0K | 0.07% | +51+0.8% | Added |
| Marks Group Wealth Management, Inc | 6,691 | $259.1K | 0.03% | −3,200−32.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,753 | $261.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,760 | $261.7K | 0.01% | +6,760 | New |
| Comerica Securities,inc. | 6,774 | $262.3K | 0.02% | −124−1.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,780 | $262.5K | 0.00% | −24−0.4% | Reduced |
| Ethic Inc. | 6,786 | $262.8K | 0.01% | +6,786 | New |
| Aspen Grove Capital, LLC | 6,787 | $262.8K | 0.10% | +966+16.6% | Added |
| SevenBridge Financial Group, LLC | 6,793 | $263.0K | 0.07% | −75−1.1% | Reduced |
| Guardian Financial Partners, LLC | 6,855 | $265.4K | 0.25% | +34+0.5% | Added |
| PFG Investments, LLC | 6,859 | $265.6K | 0.05% | +110+1.6% | Added |
| Litman Gregory Asset Management LLC | 6,875 | $266.2K | 0.03% | +6,875 | New |
| Gilman Hill Asset Management, LLC | 6,930 | $268.4K | 0.05% | +607+9.6% | Added |
| TruWealth Advisors, LLC | 6,936 | $268.6K | 0.02% | −415−5.6% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $269.4K | 0.06% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 6,962 | $269.6K | 0.25% | −466−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 6,968 | $269.8K | 0.01% | −312−4.3% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $270.6K | 0.22% | −85−1.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,000 | $271.0K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 7,002 | $271.1K | 0.08% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,036 | $272.4K | 0.04% | +7,036 | New |
| Caldwell Trust Co | 7,040 | $272.6K | 0.04% | −400−5.4% | Reduced |
| Pin Oak Investment Advisors Inc | 7,057 | $273.0K | 0.31% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 7,082 | $274.0K | 0.14% | +735+11.6% | Added |
| Avantax Planning Partners, Inc. | 7,080 | $274.1K | 0.01% | +155+2.2% | Added |
| Shelton Capital Management | 7,082 | $274.2K | 0.01% | −147−2.0% | Reduced |
| Americana Partners, LLC | 7,576 | $274.2K | 0.03% | +1,536+25.4% | Added |
| Hexagon Capital Partners LLC | 7,083 | $274.3K | 0.07% | +345+5.1% | Added |
| CoreCap Advisors, LLC | 7,103 | $275.0K | 0.02% | +7,103 | New |
| Bryn Mawr Trust Co | 7,126 | $275.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,141 | $276.5K | 0.04% | +167+2.4% | Added |
| V Wealth Advisors LLC | 7,149 | $276.8K | 0.22% | −8,880−55.4% | Reduced |
| United Asset Strategies, Inc. | 7,150 | $276.8K | 0.04% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 7,150 | $277.0K | 0.27% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,162 | $277.0K | 0.01% | +70+1.0% | Added |
| Rockbridge Investment Management, LCC | 7,182 | $278.1K | 0.05% | +7,182 | New |
| Ingalls & Snyder LLC | 7,206 | $279.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,369 | $285.3K | 0.02% | −910−11.0% | Reduced |
| Marcum Wealth, LLC | 7,390 | $286.2K | 0.03% | −1,170−13.7% | Reduced |
| ProVise Management Group, LLC | 7,394 | $286.3K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,396 | $286.4K | 0.10% | −269−3.5% | Reduced |
| Estabrook Capital Management | 7,402 | $286.6K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,412 | $287.0K | 0.02% | −56−0.7% | Reduced |
| Nwam LLC | 7,449 | $288.5K | 0.03% | +7+0.1% | Added |
| Modera Wealth Management, LLC | 7,464 | $289.0K | 0.01% | +188+2.6% | Added |
| Gladstone Institutional Advisory LLC | 7,466 | $289.1K | 0.02% | +1,190+19.0% | Added |
| Redwood Wealth Management Group, LLC | 7,467 | $289.1K | 0.34% | +119+1.6% | Added |
| Keystone Wealth Services, LLC | 7,494 | $290.2K | 0.11% | 00.0% | Unchanged |
| City Holding Co | 7,518 | $291.1K | 0.05% | −408−5.1% | Reduced |
| Phillips Wealth Planners LLC | 7,221 | $291.2K | 0.39% | −360−4.7% | Reduced |
| Marathon Capital Management | 7,531 | $291.6K | 0.07% | +800+11.9% | Added |
| Peoples Bank | 7,567 | $293.0K | 0.19% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,576 | $293.3K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,662 | $296.7K | 0.01% | −19−0.2% | Reduced |
| DF Dent & Co Inc | 7,663 | $296.7K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,680 | $297.4K | 0.04% | +386+5.3% | Added |
| Monticello Wealth Management, LLC | 7,693 | $297.9K | 0.03% | +7,693 | New |
| RFG Advisory, LLC | 7,701 | $298.2K | 0.01% | +7,701 | New |
| Essex Savings Bank | 7,763 | $300.6K | 0.10% | −696−8.2% | Reduced |
| Palogic Value Management, L.P. | 7,779 | $301.2K | 0.15% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,796 | $301.9K | 0.02% | +30.0% | Added |
| Slagle Financial, LLC | 7,804 | $302.2K | 0.19% | −1,789−18.6% | Reduced |
| Liberty Wealth Management LLC | 7,931 | $307.0K | 0.08% | −707−8.2% | Reduced |
| CRA Financial Services, LLC | 7,934 | $307.2K | 0.08% | −75−0.9% | Reduced |
| Empire Financial Management Company, LLC | 7,937 | $307.3K | 0.13% | 00.0% | Unchanged |
| Univest Financial Corp | 7,938 | $307.4K | 0.10% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 7,977 | $308.9K | 0.08% | −115−1.4% | Reduced |