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 |
|---|---|---|---|---|---|
| Wittenberg Investment Management, Inc. | 21,600 | $836.4K | 0.31% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,619 | $837.1K | 0.50% | −121−0.6% | Reduced |
| Rossmore Private Capital | 21,656 | $838.5K | 0.13% | −666−3.0% | Reduced |
| Dana Investment Advisors, Inc. | 21,731 | $841.4K | 0.04% | −611−2.7% | Reduced |
| Left Brain Wealth Management, LLC | 21,753 | $842.3K | 0.52% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 21,551 | $844.0K | 0.43% | +1,000+4.9% | Added |
| Founders Financial Alliance, LLC | 21,881 | $847.2K | 0.37% | −841−3.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 22,298 | $863.4K | 0.64% | −269−1.2% | Reduced |
| John G Ullman & Associates Inc | 22,300 | $863.5K | 0.14% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 22,479 | $870.4K | 0.06% | −1,156−4.9% | Reduced |
| Strategic Global Advisors, LLC | 22,544 | $872.9K | 0.15% | −1,489−6.2% | Reduced |
| Forum Financial Management, LP | 22,595 | $874.9K | 0.02% | +17+0.1% | Added |
| Mather Group, LLC. | 22,694 | $878.7K | 0.02% | +65+0.3% | Added |
| Quadrant Capital Group LLC | 22,889 | $886.3K | 0.09% | −1,158−4.8% | Reduced |
| Balboa Wealth Partners | 22,934 | $888.0K | 0.33% | −1,329−5.5% | Reduced |
| Engineers Gate Manager LP | 23,174 | $897.3K | 0.03% | −4,474−16.2% | Reduced |
| Birmingham Capital Management Co Inc | 23,295 | $902.0K | 0.37% | +2,525+12.2% | Added |
| Prudential Financial Inc | 23,344 | $903.9K | 0.00% | −2,469−9.6% | Reduced |
| Dynamic Advisor Solutions LLC | 23,419 | $906.8K | 0.04% | +5,609+31.5% | Added |
| Lindbrook Capital, LLC | 23,581 | $913.1K | 0.10% | +1,153+5.1% | Added |
| Linscomb & Williams, Inc. | 23,750 | $919.6K | 0.05% | −175−0.7% | Reduced |
| Donoghue Forlines LLC | 23,823 | $922.4K | 0.33% | +1,945+8.9% | Added |
| Edge Wealth Management LLC | 23,966 | $928.0K | 0.22% | −993−4.0% | Reduced |
| Synovus Financial Corp | 24,198 | $937.2K | 0.01% | +186+0.8% | Added |
| Financial Enhancement Group LLC | 23,458 | $943.5K | 0.18% | 00.0% | Unchanged |
| Capital Advisors Inc | 24,732 | $957.6K | 0.03% | −1,679−6.4% | Reduced |
| Monarch Capital Management Inc | 24,768 | $959.0K | 0.31% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 26,082 | $968.0K | 0.01% | +25,245+3,016.1% | Added |
| BFSG, LLC | 25,035 | $969.0K | 0.16% | +840+3.5% | Added |
| Savant Capital, LLC | 25,027 | $969.1K | 0.01% | −1,037−4.0% | Reduced |
| Pitti Group Wealth Management, LLC | 25,385 | $982.9K | 1.12% | +30.0% | Added |
| Graham Capital Management, L.P. | 25,388 | $983.0K | 0.03% | +25,388 | New |
| Umb Bank N A | 25,527 | $988.4K | 0.02% | +1,497+6.2% | Added |
| Wesbanco Bank Inc | 25,527 | $988.4K | 0.04% | −1,764−6.5% | Reduced |
| Mengis Capital Management, Inc. | 25,536 | $988.8K | 0.21% | 00.0% | Unchanged |
| Heritage Trust Co | 25,573 | $990.2K | 0.15% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25,687 | $994.6K | 0.02% | −150−0.6% | Reduced |
| Csenge Advisory Group | 25,690 | $994.7K | 0.07% | +20+0.1% | Added |
| Sequoia Financial Advisors, LLC | 25,768 | $997.8K | 0.02% | +810+3.2% | Added |
| Garde Capital, Inc. | 25,796 | $999.0K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 25,852 | $1.00M | 0.06% | +2,000+8.4% | Added |
| Private Asset Management Inc | 25,873 | $1.00M | 0.24% | −4,276−14.2% | Reduced |
| TownSquare Capital, LLC | 25,896 | $1.00M | 0.02% | +819+3.3% | Added |
| Rhumbline Advisers | 25,905 | $1.00M | 0.00% | +345+1.3% | Added |
| Legacy Capital Group California, Inc. | 25,923 | $1.00M | 0.43% | −5,111−16.5% | Reduced |
| Boston Private Wealth LLC | 25,931 | $1.00M | 0.02% | −2,370−8.4% | Reduced |
| Foster & Motley Inc | 25,969 | $1.01M | 0.08% | −16−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 26,116 | $1.01M | 0.10% | +668+2.6% | Added |
| Beacon Financial Advisory LLC | 26,322 | $1.02M | 0.56% | +900+3.5% | Added |
| Wealth Alliance Advisory Group, LLC | 26,357 | $1.02M | 0.30% | 00.0% | Unchanged |
| XTX Topco Ltd | 26,389 | $1.02M | 0.17% | +19,158+264.9% | Added |
| West Chester Capital Advisors, Inc | 26,457 | $1.02M | 1.89% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 26,495 | $1.03M | 0.18% | −4,887−15.6% | Reduced |
| Cozad Asset Management Inc | 26,563 | $1.03M | 0.13% | −2,857−9.7% | Reduced |
| First American Bank | 26,589 | $1.03M | 0.09% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 27,179 | $1.05M | 0.10% | −2,683−9.0% | Reduced |
| ARS Investment Partners, LLC | 27,240 | $1.05M | 0.13% | −65−0.2% | Reduced |
| Sowell Financial Services LLC | 27,261 | $1.06M | 0.07% | +9,796+56.1% | Added |
| Argyle Capital Management Inc. | 27,608 | $1.07M | 0.39% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 28,279 | $1.09M | 0.21% | +2,440+9.4% | Added |
| Greenwood Capital Associates LLC | 28,468 | $1.10M | 0.16% | +28,468 | New |
| MAI Capital Management | 28,750 | $1.11M | 0.02% | −4,712−14.1% | Reduced |
| SYSTM Wealth Solutions LLC | 28,821 | $1.12M | 0.17% | −3,341−10.4% | Reduced |
| Capital Investment Counsel, Inc | 28,853 | $1.12M | 0.22% | −602−2.0% | Reduced |
| First Financial Bank - Trust Division | 28,867 | $1.12M | 0.12% | −470−1.6% | Reduced |
| Intrua Financial, LLC | 28,905 | $1.12M | 0.20% | −14,378−33.2% | Reduced |
| Tiaa Trust, National Association | 28,979 | $1.12M | 0.00% | +28,979 | New |
| Snowden Capital Advisors LLC | 29,115 | $1.13M | 0.05% | −7,478−20.4% | Reduced |
| Moody National Bank Trust Division | 29,786 | $1.15M | 0.07% | +11,683+64.5% | Added |
| Sabal Trust CO | 29,792 | $1.15M | 0.08% | +234+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 30,000 | $1.16M | 0.00% | +30,000 | New |
| Monograph Wealth Advisors, LLC | 30,049 | $1.16M | 0.23% | +30,049 | New |
| Calamos Wealth Management LLC | 30,434 | $1.18M | 0.09% | +10,120+49.8% | Added |
| 1st Source Bank | 30,519 | $1.18M | 0.08% | +915+3.1% | Added |
| Hunter Perkins Capital Management, LLC | 30,595 | $1.19M | 0.25% | −2,275−6.9% | Reduced |
| Lantz Financial LLC | 30,803 | $1.19M | 0.47% | +83+0.3% | Added |
| Chicago Capital, LLC | 30,839 | $1.19M | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 30,889 | $1.20M | 0.14% | +6,232+25.3% | Added |
| Highland Capital Management, LLC | 31,178 | $1.21M | 0.08% | −40,300−56.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 31,186 | $1.21M | 0.05% | +182+0.6% | Added |
| Cornerstone Wealth Management, LLC | 31,223 | $1.21M | 0.11% | +924+3.0% | Added |
| Cooper Financial Group | 31,290 | $1.21M | 0.29% | +1,918+6.5% | Added |
| Riverview Capital Advisers, LLC | 31,399 | $1.22M | 0.54% | +441+1.4% | Added |
| Ruffer LLP | 31,000 | $1.22M | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 31,695 | $1.23M | 0.17% | −545−1.7% | Reduced |
| Stableford Capital II LLC | 31,668 | $1.23M | 0.57% | −604−1.9% | Reduced |
| Jones Financial Companies LLLP | 31,810 | $1.23M | 0.00% | +132+0.4% | Added |
| Tudor Investment Corp Et Al | 32,028 | $1.24M | 0.02% | −22,992−41.8% | Reduced |
| Associated Banc-Corp | 32,181 | $1.25M | 0.05% | −1,000−3.0% | Reduced |
| Parallel Advisors, LLC | 32,741 | $1.27M | 0.04% | −446−1.3% | Reduced |
| Cutler Group LP | 33,182 | $1.28M | 0.21% | +27,118+447.2% | Added |
| Martin Investment Management, LLC | 33,540 | $1.30M | 0.39% | −900−2.6% | Reduced |
| Barden Capital Management, Inc. | 33,855 | $1.31M | 1.27% | +1,406+4.3% | Added |
| Carrhae Capital LLP | 33,753 | $1.31M | 0.45% | +33,753 | New |
| Wetherby Asset Management Inc | 33,866 | $1.31M | 0.07% | +99+0.3% | Added |
| Verdence Capital Advisors LLC | 34,123 | $1.32M | 0.14% | −7,073−17.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,175 | $1.32M | 0.14% | −8,099−19.2% | Reduced |
| We Are One Seven, LLC | 34,292 | $1.33M | 0.10% | +41+0.1% | Added |
| Royal Fund Management, LLC | 34,792 | $1.35M | 0.19% | +659+1.9% | Added |
| McKinley Capital Management LLC /Delaware | 35,398 | $1.37M | 0.19% | +595+1.7% | Added |