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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 15,652 | $631.2K | 0.01% | −2,287−12.7% | Reduced |
| Aull & Monroe Investment Management Corp | 16,283 | $630.5K | 0.33% | 00.0% | Unchanged |
| Patten & Patten Inc | 16,205 | $627.5K | 0.06% | −754−4.4% | Reduced |
| Fiduciary Alliance LLC | 16,195 | $627.1K | 0.14% | +181+1.1% | Added |
| Principal Street Partners, LLC | 16,178 | $626.4K | 0.12% | +8,113+100.6% | Added |
| West Family Investments, Inc. | 15,927 | $616.7K | 0.22% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 15,865 | $614.3K | 0.13% | −10,552−39.9% | Reduced |
| HM Payson & Co | 15,825 | $612.7K | 0.01% | +732+4.8% | Added |
| Investment Partners, Ltd. | 15,618 | $604.7K | 0.32% | +138+0.9% | Added |
| Mairs & Power Inc | 15,600 | $604.0K | 0.01% | −1,250−7.4% | Reduced |
| Gradient Investments LLC | 15,570 | $602.9K | 0.02% | +782+5.3% | Added |
| Burrus Financial Services, Inc. | 15,512 | $600.6K | 0.34% | +25+0.2% | Added |
| David Loasby | 16,465 | $597.8K | 0.07% | +796+5.1% | Added |
| Bessemer Group Inc | 15,434 | $597.0K | 0.00% | −1,815−10.5% | Reduced |
| Choate Investment Advisors | 15,360 | $594.7K | 0.02% | +114+0.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,318 | $593.1K | 0.06% | 00.0% | Unchanged |
| American National Bank | 15,299 | $592.4K | 0.10% | +14,770+2,792.1% | Added |
| Alps Advisors Inc | 15,257 | $590.8K | 0.00% | −2,642−14.8% | Reduced |
| J2 Capital Management Inc | 15,252 | $590.6K | 0.75% | −144−0.9% | Reduced |
| Elgethun Capital Management | 15,291 | $589.1K | 0.18% | +138+0.9% | Added |
| Weinberger Asset Management, Inc | 15,169 | $587.3K | 0.33% | −2,825−15.7% | Reduced |
| Reitz Capital Advisors LLC | 14,645 | $585.9K | 1.12% | +420+3.0% | Added |
| Merit Financial Group, LLC | 15,123 | $585.6K | 0.02% | +250+1.7% | Added |
| King Luther Capital Management Corp | 15,086 | $584.1K | 0.00% | +393+2.7% | Added |
| Keebeck Wealth Management, LLC | 15,057 | $583.0K | 0.10% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 15,000 | $580.8K | 0.12% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,991 | $580.5K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 14,916 | $577.5K | 0.10% | +14,406+2,824.7% | Added |
| Fidelis Capital Partners, LLC | 14,833 | $574.3K | 0.20% | +14,833 | New |
| Busey Wealth Management | 14,799 | $573.0K | 0.02% | −1,056−6.7% | Reduced |
| HAP Trading, LLC | 14,719 | $569.9K | 0.14% | −7,398−33.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,612 | $565.8K | 0.19% | +14,612 | New |
| Karpas Strategies, LLC | 14,584 | $564.7K | 0.21% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 14,568 | $564.1K | 0.01% | −172−1.2% | Reduced |
| Strategic Blueprint, LLC | 14,545 | $563.2K | 0.05% | −1,132−7.2% | Reduced |
| Hantz Financial Services, Inc. | 14,539 | $563.0K | 0.01% | −205−1.4% | Reduced |
| Cubic Asset Management, LLC | 14,480 | $560.7K | 0.15% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,417 | $558.2K | 0.06% | −2,860−16.6% | Reduced |
| Good Life Advisors, LLC | 14,322 | $554.6K | 0.06% | +29+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,311 | $554.1K | 0.00% | +179+1.3% | Added |
| Cullinan Associates Inc | 14,289 | $553.3K | 0.03% | +1,789+14.3% | Added |
| FRG Family Wealth Advisors LLC | 14,227 | $550.9K | 0.12% | −125−0.9% | Reduced |
| Kanawha Capital Management LLC | 14,159 | $548.2K | 0.05% | −200−1.4% | Reduced |
| Capital Investment Advisors, LLC | 14,140 | $547.5K | 0.02% | +3,528+33.2% | Added |
| Investors Research Corp | 14,120 | $546.7K | 0.14% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,016 | $542.7K | 0.16% | +14,016 | New |
| Clarius Group, LLC | 13,991 | $541.7K | 0.05% | −2,055−12.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,933 | $539.5K | 0.01% | −2,083−13.0% | Reduced |
| Wagner Wealth Management, LLC | 13,927 | $539.3K | 0.20% | −124−0.9% | Reduced |
| Jacobi Capital Management LLC | 13,804 | $534.5K | 0.06% | +5,381+63.9% | Added |
| FDx Advisors, Inc. | 13,746 | $532.0K | 0.04% | −5,999−30.4% | Reduced |
| Tradewinds Capital Management, LLC | 13,691 | $530.1K | 0.18% | −268−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 13,641 | $528.2K | 0.04% | −45−0.3% | Reduced |
| Adviser Investments LLC | 13,568 | $525.4K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 13,563 | $525.2K | 0.11% | +987+7.8% | Added |
| Allen Capital Group, LLC | 13,874 | $524.7K | 0.10% | −233−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,485 | $522.2K | 0.01% | +20.0% | Added |
| Goodman Financial Corp | 13,477 | $521.8K | 0.15% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 13,360 | $519.7K | 0.03% | −387−2.8% | Reduced |
| MidWestOne Financial Group, Inc. | 13,377 | $518.0K | 0.12% | −381−2.8% | Reduced |
| RNC Capital Management LLC | 13,367 | $517.6K | 0.03% | +88+0.7% | Added |
| Belpointe Asset Management LLC | 13,242 | $512.8K | 0.05% | +6,292+90.5% | Added |
| Malaga Cove Capital, LLC | 13,221 | $511.9K | 0.24% | −15−0.1% | Reduced |
| Buckingham Strategic Partners | 13,125 | $508.2K | 0.02% | +2,577+24.4% | Added |
| Whittier Trust Co | 13,070 | $506.1K | 0.01% | +97+0.7% | Added |
| Summit Global Investments | 13,022 | $504.0K | 0.03% | +13,022 | New |
| Augustine Asset Management Inc | 13,003 | $503.5K | 0.23% | −17−0.1% | Reduced |
| Bay Rivers Group | 13,000 | $503.4K | 0.39% | 00.0% | Unchanged |
| Sentry LLC | 12,920 | $500.3K | 0.11% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 12,916 | $500.1K | 0.15% | +188+1.5% | Added |
| EverSource Wealth Advisors, LLC | 12,912 | $500.0K | 0.05% | −420−3.2% | Reduced |
| Roberts Glore & Co Inc | 12,896 | $499.3K | 0.16% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 12,887 | $499.0K | 0.14% | −393−3.0% | Reduced |
| LVW Advisors, LLC | 12,856 | $497.8K | 0.11% | −776−5.7% | Reduced |
| Hilltop Holdings Inc. | 12,816 | $496.2K | 0.06% | −1,046−7.5% | Reduced |
| Allegheny Financial Group LTD | 12,804 | $495.8K | 0.19% | +1,002+8.5% | Added |
| Argent Trust Co | 12,721 | $492.6K | 0.03% | −34−0.3% | Reduced |
| Focus Financial Network, Inc. | 12,642 | $489.5K | 0.03% | −250−1.9% | Reduced |
| Centaurus Financial, Inc. | 12,541 | $486.0K | 0.04% | +373+3.1% | Added |
| Balentine LLC | 12,508 | $484.3K | 0.02% | −15,802−55.8% | Reduced |
| HB Wealth Management, LLC | 12,492 | $483.7K | 0.01% | +213+1.7% | Added |
| M Holdings Securities, Inc. | 12,483 | $483.0K | 0.06% | +12,483 | New |
| Herold Advisors, Inc. | 12,462 | $482.5K | 0.15% | +400+3.3% | Added |
| KLCM Advisors, Inc. | 12,456 | $482.3K | 0.09% | +1,077+9.5% | Added |
| Proequities, Inc. | 12,376 | $479.2K | 0.04% | −322−2.5% | Reduced |
| Krilogy Financial LLC | 12,342 | $477.9K | 0.04% | +12,342 | New |
| Accurate Wealth Management, LLC | 11,691 | $477.1K | 0.15% | −560−4.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,237 | $473.8K | 0.08% | 00.0% | Unchanged |
| Fruth Investment Management | 12,192 | $472.0K | 0.14% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 12,187 | $471.9K | 0.01% | −1,154−8.7% | Reduced |
| Spire Wealth Management | 12,148 | $470.4K | 0.02% | +4,003+49.1% | Added |
| Asset Allocation & Management Company, LLC | 12,000 | $465.0K | 0.28% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 12,005 | $464.8K | 0.53% | −1,431−10.7% | Reduced |
| Menora Mivtachim Holdings Ltd. | 12,000 | $464.6K | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 11,997 | $464.5K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,904 | $460.9K | 0.17% | +286+2.5% | Added |
| Venturi Wealth Management, LLC | 11,818 | $457.6K | 0.04% | +142+1.2% | Added |
| PSI Advisors, LLC | 11,814 | $457.4K | 0.20% | −910−7.2% | Reduced |
| Means Investment Co., Inc. | 11,788 | $456.4K | 0.07% | −1,608−12.0% | Reduced |
| Resources Investment Advisors, LLC. | 11,775 | $455.9K | 0.01% | −766−6.1% | Reduced |