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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 8,023 | $310.6K | 0.05% | +8,023 | New |
| Cambridge Trust Co | 8,047 | $311.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8,144 | $315.3K | 0.00% | +2,261+38.4% | Added |
| Pitcairn Co | 8,166 | $316.2K | 0.03% | +520+6.8% | Added |
| Successful Portfolios LLC | 8,179 | $316.7K | 0.28% | +21+0.3% | Added |
| GTS Securities LLC | 8,184 | $316.9K | 0.01% | +8,184 | New |
| American Trust Investment Advisors, LLC | 8,190 | $317.1K | 0.18% | 00.0% | Unchanged |
| LCNB Corp | 8,203 | $317.6K | 0.14% | −75−0.9% | Reduced |
| WealthTrust Axiom LLC | 8,208 | $317.8K | 0.11% | +7+0.1% | Added |
| Windsor Group LTD | 8,243 | $319.0K | 0.06% | +30.0% | Added |
| Financial Advisory Service, Inc. | 8,278 | $320.5K | 0.03% | +8,278 | New |
| Western Wealth Management, LLC | 8,295 | $321.2K | 0.03% | +110+1.3% | Added |
| Sigma Investment Counselors Inc | 8,334 | $322.7K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,344 | $323.1K | 0.03% | −309−3.6% | Reduced |
| Oxford Financial Group Ltd | 8,349 | $323.3K | 0.03% | +422+5.3% | Added |
| Human Investing LLC | 8,374 | $324.2K | 0.08% | −675−7.5% | Reduced |
| Tiedemann Advisors, LLC | 8,375 | $324.3K | 0.01% | +8,375 | New |
| StrategIQ Financial Group, LLC | 8,386 | $324.7K | 0.04% | +21+0.3% | Added |
| Atlantic Union Bankshares Corp | 8,391 | $324.9K | 0.03% | −72−0.9% | Reduced |
| AlphaQ Advisors LLC | 8,394 | $325.0K | 0.28% | −927−9.9% | Reduced |
| Optimum Investment Advisors | 8,433 | $326.5K | 0.17% | +30.0% | Added |
| Bridges Investment Management Inc | 8,488 | $328.7K | 0.01% | −5,500−39.3% | Reduced |
| D'Orazio & Associates, Inc. | 8,546 | $330.9K | 0.07% | +959+12.6% | Added |
| Dorchester Wealth Management Co | 8,600 | $333.0K | 0.07% | −289−3.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,609 | $333.3K | 0.05% | −1,248−12.7% | Reduced |
| Exencial Wealth Advisors, LLC | 8,616 | $333.6K | 0.02% | −21−0.2% | Reduced |
| Coastline Trust Co | 8,625 | $334.0K | 0.05% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 8,673 | $335.8K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,671 | $336.0K | 0.04% | +200+2.4% | Added |
| XML Financial, LLC | 8,682 | $336.2K | 0.04% | −36−0.4% | Reduced |
| Lodestar Private Asset Management LLC | 8,711 | $337.3K | 0.06% | −1,229−12.4% | Reduced |
| Blackhawk Capital Partners LLC. | 8,725 | $337.8K | 0.25% | −1,443−14.2% | Reduced |
| Eagle Asset Management Inc | 8,730 | $338.0K | 0.00% | −247−2.8% | Reduced |
| Stonegate Investment Group, LLC | 8,767 | $339.5K | 0.01% | −480−5.2% | Reduced |
| Goelzer Investment Management, Inc. | 8,909 | $345.0K | 0.02% | +1,500+20.2% | Added |
| Fayez Sarofim & Co | 8,948 | $346.5K | 0.00% | +2,190+32.4% | Added |
| Morningstar Investment Services LLC | 8,806 | $347.0K | 0.00% | +221+2.6% | Added |
| CWA Asset Management Group, LLC | 8,965 | $347.1K | 0.03% | +56+0.6% | Added |
| Garner Asset Management Corp | 8,975 | $348.0K | 0.21% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,000 | $348.5K | 0.04% | +6,200+221.4% | Added |
| Keb Asset Management, LLC | 9,086 | $351.8K | 0.15% | +88+1.0% | Added |
| TrueWealth Advisors, LLC | 9,088 | $351.9K | 0.15% | −263−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 9,125 | $353.3K | 0.08% | −155−1.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 8,980 | $354.0K | 0.02% | 00.0% | Unchanged |
| Tiff Advisory Services Inc | 9,165 | $354.9K | 0.30% | −17,740−65.9% | Reduced |
| Ridgewood Investments LLC | 9,253 | $358.3K | 0.24% | −135−1.4% | Reduced |
| Green Square Capital Advisors LLC | 9,287 | $359.6K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,311 | $360.5K | 0.00% | +3,267+54.1% | Added |
| Hendershot Investments Inc. | 9,313 | $360.6K | 0.06% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 9,317 | $360.8K | 0.12% | −9,869−51.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 9,349 | $362.0K | 0.17% | −510−5.2% | Reduced |
| Wealthspire Advisors, LLC | 9,354 | $362.2K | 0.01% | +1,882+25.2% | Added |
| Encompass Wealth Advisors, LLC | 9,357 | $362.3K | 0.12% | −1,631−14.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,362 | $362.5K | 0.13% | −1,105−10.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 9,412 | $364.4K | 0.10% | +335+3.7% | Added |
| Personal Cfo Solutions, LLC | 9,415 | $364.6K | 0.07% | +414+4.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,417 | $364.6K | 0.21% | −1,600−14.5% | Reduced |
| Charter Trust Co | 9,428 | $365.1K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9,430 | $365.1K | 0.04% | −2,088−18.1% | Reduced |
| BancorpSouth Bank | 9,436 | $365.4K | 0.03% | −1,128−10.7% | Reduced |
| Rathbone Brothers plc | 9,437 | $366.6K | 0.00% | +9,437 | New |
| Financial Strategies Group, Inc. | 9,000 | $367.3K | 0.12% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 9,515 | $368.0K | 0.13% | +9,515 | New |
| M&R Capital Management Inc | 9,570 | $370.6K | 0.10% | −700−6.8% | Reduced |
| Syntal Capital Partners, LLC | 9,583 | $371.1K | 0.29% | −928−8.8% | Reduced |
| Crewe Advisors LLC | 9,609 | $372.1K | 0.06% | +18+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 10,000 | $372.7K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 9,624 | $373.0K | 0.02% | +1,334+16.1% | Added |
| Horizon Kinetics Asset Management LLC | 9,659 | $374.0K | 0.01% | +500+5.5% | Added |
| Silvercrest Asset Management Group LLC | 9,674 | $374.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9,698 | $375.5K | 0.00% | −406−4.0% | Reduced |
| Seven Eight Capital, LP | 9,747 | $377.4K | 0.04% | −5,410−35.7% | Reduced |
| Powers Advisory Group, LLC | 9,755 | $377.7K | 0.26% | −2,171−18.2% | Reduced |
| Winslow Asset Management Inc | 9,762 | $378.0K | 0.09% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,773 | $378.4K | 0.06% | −1,971−16.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 9,796 | $379.3K | 0.13% | −500−4.9% | Reduced |
| Victory Capital Management Inc | 9,808 | $379.8K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 9,818 | $380.2K | 0.01% | +493+5.3% | Added |
| Moloney Securities Asset Management, LLC | 9,832 | $380.7K | 0.07% | +15+0.2% | Added |
| North Star Asset Management Inc | 9,850 | $381.4K | 0.02% | −123−1.2% | Reduced |
| Winch Advisory Services, LLC | 9,875 | $382.0K | 0.14% | −33−0.3% | Reduced |
| Van Leeuwen & Company, LLC | 9,871 | $382.2K | 0.24% | 00.0% | Unchanged |
| Clarus Group, Inc. | 9,872 | $382.3K | 0.28% | +93+1.0% | Added |
| Pine Valley Investments Ltd Liability Co | 9,896 | $383.2K | 0.04% | −4,579−31.6% | Reduced |
| Advisors Management Group Inc | 9,918 | $384.0K | 0.12% | +18+0.2% | Added |
| CX Institutional | 9,950 | $385.3K | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 9,965 | $385.8K | 0.05% | −1,225−10.9% | Reduced |
| Accel Wealth Management | 9,982 | $386.5K | 0.22% | −632−6.0% | Reduced |
| Eastern Bank | 10,000 | $387.2K | 0.02% | 00.0% | Unchanged |
| Systrade AG | 10,000 | $387.2K | 0.34% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,001 | $387.2K | 0.01% | +10,001 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,586 | $390.2K | 0.00% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 9,897 | $390.3K | 0.19% | +109+1.1% | Added |
| Sweet Financial Partners, LLC | 10,081 | $390.3K | 0.10% | +20.0% | Added |
| Arbor Capital Management Inc | 9,846 | $392.0K | 0.35% | 00.0% | Unchanged |
| Straight Path Wealth Management | 10,142 | $392.7K | 0.27% | 00.0% | Unchanged |
| Private Trust Co NA | 10,190 | $394.6K | 0.05% | −435−4.1% | Reduced |
| Lake Street Advisors Group, LLC | 10,216 | $396.0K | 0.02% | −480−4.5% | Reduced |
| NBT Bank N A | 10,229 | $396.1K | 0.04% | +135+1.3% | Added |
| AdvisorNet Financial, Inc | 10,434 | $404.0K | 0.04% | −922−8.1% | Reduced |