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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 25,573 | $990.2K | 0.15% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 25,536 | $988.8K | 0.21% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 25,527 | $988.4K | 0.04% | −1,764−6.5% | Reduced |
| Umb Bank N A | 25,527 | $988.4K | 0.02% | +1,497+6.2% | Added |
| Graham Capital Management, L.P. | 25,388 | $983.0K | 0.03% | +25,388 | New |
| Pitti Group Wealth Management, LLC | 25,385 | $982.9K | 1.12% | +30.0% | Added |
| Savant Capital, LLC | 25,027 | $969.1K | 0.01% | −1,037−4.0% | Reduced |
| BFSG, LLC | 25,035 | $969.0K | 0.16% | +840+3.5% | Added |
| Strategic Investment Solutions, Inc. | 26,082 | $968.0K | 0.01% | +25,245+3,016.1% | Added |
| Monarch Capital Management Inc | 24,768 | $959.0K | 0.31% | 00.0% | Unchanged |
| Capital Advisors Inc | 24,732 | $957.6K | 0.03% | −1,679−6.4% | Reduced |
| Financial Enhancement Group LLC | 23,458 | $943.5K | 0.18% | 00.0% | Unchanged |
| Synovus Financial Corp | 24,198 | $937.2K | 0.01% | +186+0.8% | Added |
| Edge Wealth Management LLC | 23,966 | $928.0K | 0.22% | −993−4.0% | Reduced |
| Donoghue Forlines LLC | 23,823 | $922.4K | 0.33% | +1,945+8.9% | Added |
| Linscomb & Williams, Inc. | 23,750 | $919.6K | 0.05% | −175−0.7% | Reduced |
| Lindbrook Capital, LLC | 23,581 | $913.1K | 0.10% | +1,153+5.1% | Added |
| Dynamic Advisor Solutions LLC | 23,419 | $906.8K | 0.04% | +5,609+31.5% | Added |
| Prudential Financial Inc | 23,344 | $903.9K | 0.00% | −2,469−9.6% | Reduced |
| Birmingham Capital Management Co Inc | 23,295 | $902.0K | 0.37% | +2,525+12.2% | Added |
| Engineers Gate Manager LP | 23,174 | $897.3K | 0.03% | −4,474−16.2% | Reduced |
| Balboa Wealth Partners | 22,934 | $888.0K | 0.33% | −1,329−5.5% | Reduced |
| Quadrant Capital Group LLC | 22,889 | $886.3K | 0.09% | −1,158−4.8% | Reduced |
| Mather Group, LLC. | 22,694 | $878.7K | 0.02% | +65+0.3% | Added |
| Forum Financial Management, LP | 22,595 | $874.9K | 0.02% | +17+0.1% | Added |
| Strategic Global Advisors, LLC | 22,544 | $872.9K | 0.15% | −1,489−6.2% | Reduced |
| Avidian Wealth Solutions, LLC | 22,479 | $870.4K | 0.06% | −1,156−4.9% | Reduced |
| John G Ullman & Associates Inc | 22,300 | $863.5K | 0.14% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 22,298 | $863.4K | 0.64% | −269−1.2% | Reduced |
| Founders Financial Alliance, LLC | 21,881 | $847.2K | 0.37% | −841−3.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 21,551 | $844.0K | 0.43% | +1,000+4.9% | Added |
| Left Brain Wealth Management, LLC | 21,753 | $842.3K | 0.52% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 21,731 | $841.4K | 0.04% | −611−2.7% | Reduced |
| Rossmore Private Capital | 21,656 | $838.5K | 0.13% | −666−3.0% | Reduced |
| Horizon Investment Services, LLC | 21,619 | $837.1K | 0.50% | −121−0.6% | Reduced |
| Wittenberg Investment Management, Inc. | 21,600 | $836.4K | 0.31% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 21,557 | $834.7K | 0.01% | +515+2.4% | Added |
| Osborne Partners Capital Management, LLC | 21,477 | $831.6K | 0.06% | +137+0.6% | Added |
| KLR Investment Advisors, LLC | 21,824 | $828.0K | 0.75% | −19−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 21,289 | $824.3K | 0.08% | +872+4.3% | Added |
| Caption Management, LLC | 21,100 | $817.0K | 0.11% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 21,064 | $815.6K | 0.04% | +10,532+100.0% | Added |
| Vident Advisory, LLC | 21,057 | $815.3K | 0.03% | +21,057 | New |
| Oak Harvest Investment Services | 20,921 | $810.1K | 0.17% | −66−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 20,649 | $799.7K | 0.03% | +4,671+29.2% | Added |
| Buckingham Strategic Wealth, LLC | 20,633 | $798.9K | 0.01% | +3,963+23.8% | Added |
| Range Financial Group LLC | 20,548 | $795.6K | 0.53% | −931−4.3% | Reduced |
| Zions Bancorporation, N.A. | 20,503 | $793.9K | 0.07% | −1,086−5.0% | Reduced |
| Courier Capital LLC | 20,418 | $790.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20,370 | $788.7K | 0.13% | −47−0.2% | Reduced |
| Jump Financial, LLC | 20,192 | $781.8K | 0.03% | +13,734+212.7% | Added |
| J.W. Cole Advisors, Inc. | 20,129 | $779.4K | 0.06% | −1,085−5.1% | Reduced |
| Quinn Opportunity Partners LLC | 20,000 | $774.4K | 0.10% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 19,298 | $760.9K | 1.35% | −2,573−11.8% | Reduced |
| Equitable Trust Co | 19,644 | $760.6K | 0.06% | −3,360−14.6% | Reduced |
| Legacy Financial Advisors, Inc. | 19,584 | $758.3K | 0.15% | +1,122+6.1% | Added |
| Chicago Trust Co NA | 19,561 | $757.4K | 0.19% | +1,058+5.7% | Added |
| Nomura Holdings Inc | 19,450 | $753.1K | 0.01% | −9,769−33.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,438 | $752.6K | 0.08% | −10,600−35.3% | Reduced |
| Edgestream Partners, L.P. | 19,412 | $751.6K | 0.06% | +19,412 | New |
| Pacific Global Investment Management CO | 19,383 | $750.5K | 0.16% | +50.0% | Added |
| Grandfield & Dodd, LLC | 19,327 | $748.3K | 0.05% | −243−1.2% | Reduced |
| Glenview Trust Co | 19,265 | $745.9K | 0.02% | +1,838+10.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 19,053 | $737.7K | 0.44% | +2,039+12.0% | Added |
| Greenleaf Trust | 18,928 | $732.9K | 0.01% | −576−3.0% | Reduced |
| IHT Wealth Management, LLC | 18,843 | $729.6K | 0.04% | −71−0.4% | Reduced |
| First Hawaiian Bank | 18,738 | $725.5K | 0.02% | −228−1.2% | Reduced |
| Wealthsource Partners, LLC | 18,733 | $725.3K | 0.05% | −795−4.1% | Reduced |
| Bluefin Capital Management, LLC | 18,700 | $724.1K | 0.06% | +7,800+71.6% | Added |
| Ronald Blue Trust, Inc. | 20,494 | $723.0K | 0.01% | +9,814+91.9% | Added |
| Wolverine Trading, LLC | 18,551 | $718.3K | 0.01% | +18,551 | New |
| Covenant Partners, LLC | 18,507 | $716.6K | 0.26% | −4,725−20.3% | Reduced |
| Westwood Holdings Group Inc. | 18,370 | $711.0K | 0.01% | −150−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,346 | $710.4K | 0.17% | −800−4.2% | Reduced |
| Mill Capital Management, LLC | 18,276 | $707.6K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 17,919 | $693.8K | 0.17% | −950−5.0% | Reduced |
| Recurrent Investment Advisors LLC | 129,611 | $691.7K | 0.10% | +1,381+1.1% | Added |
| Simmons Bank | 17,862 | $691.6K | 0.06% | −784−4.2% | Reduced |
| Cowa, LLC | 17,770 | $691.5K | 0.47% | −790−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,690 | $684.9K | 0.02% | +233+1.3% | Added |
| Geneos Wealth Management Inc. | 17,545 | $679.3K | 0.03% | −125−0.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 17,531 | $678.8K | 0.68% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 17,499 | $677.6K | 0.27% | −209−1.2% | Reduced |
| WSFS Capital Management, LLC | 17,400 | $673.7K | 0.04% | +17,400 | New |
| Baxter Bros Inc | 17,372 | $672.6K | 0.10% | −155−0.9% | Reduced |
| InTrack Investment Management Inc | 17,362 | $672.3K | 0.59% | +6,174+55.2% | Added |
| Mission Wealth Management, LP | 17,354 | $671.9K | 0.03% | +1,876+12.1% | Added |
| North Star Investment Management Corp. | 17,170 | $664.8K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 17,099 | $662.1K | 0.08% | +17,099 | New |
| Crumly & Associates Inc. | 17,096 | $662.0K | 0.26% | −793−4.4% | Reduced |
| Fort Point Capital Partners LLC | 17,057 | $660.4K | 0.11% | 00.0% | Unchanged |
| Headlands Technologies LLC | 16,905 | $654.6K | 0.32% | +16,905 | New |
| Archer Investment Corp | 16,877 | $653.5K | 0.23% | +574+3.5% | Added |
| Profund Advisors LLC | 16,692 | $646.3K | 0.04% | −988−5.6% | Reduced |
| StoneX Group Inc. | 16,510 | $639.3K | 0.07% | +16,510 | New |
| Legacy Advisors, LLC | 16,492 | $638.6K | 0.10% | +6,794+70.1% | Added |
| NBC Securities, Inc. | 16,467 | $637.0K | 0.07% | +16,467 | New |
| IFG Advisory, LLC | 16,422 | $635.9K | 0.05% | +16,422 | New |
| Wintrust Investments LLC | 16,405 | $635.0K | 0.07% | +1,030+6.7% | Added |
| Williams Jones Wealth Management, LLC. | 16,303 | $631.3K | 0.01% | −429−2.6% | Reduced |