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 |
|---|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,726 | $454.0K | 0.15% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,642 | $451.0K | 0.13% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 11,621 | $450.0K | 0.28% | +360+3.2% | Added |
| Imprint Wealth LLC | 11,598 | $449.1K | 0.38% | −1,511−11.5% | Reduced |
| Country Club Bank | 11,331 | $446.8K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,504 | $445.4K | 0.03% | −1,238−9.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,488 | $444.8K | 0.02% | +338+3.0% | Added |
| Sage Rhino Capital LLC | 11,389 | $441.0K | 0.12% | +335+3.0% | Added |
| LaFleur & Godfrey LLC | 11,350 | $439.5K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,247 | $435.5K | 0.02% | −2,013−15.2% | Reduced |
| Plancorp, LLC | 11,211 | $434.1K | 0.02% | +31+0.3% | Added |
| EP Wealth Advisors, LLC | 11,173 | $432.6K | 0.01% | −1,186−9.6% | Reduced |
| Keystone Financial Group | 11,159 | $432.1K | 0.07% | +12+0.1% | Added |
| Pictet Bank & Trust Ltd | 11,060 | $428.2K | 0.46% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 11,044 | $427.6K | 0.14% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 11,001 | $426.0K | 0.21% | +417+3.9% | Added |
| Alterity Financial Group, LLC | 11,000 | $425.9K | 0.67% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 10,980 | $425.0K | 0.20% | +10,980 | New |
| Grey Street Capital, LLC | 10,975 | $425.0K | 0.24% | −193−1.7% | Reduced |
| Chapin Davis, Inc. | 10,975 | $424.9K | 0.20% | −10−0.1% | Reduced |
| Fiduciary Trust Co | 10,973 | $424.9K | 0.01% | −760−6.5% | Reduced |
| Confluence Wealth Services, Inc. | 10,962 | $424.5K | 0.08% | +577+5.6% | Added |
| FinTrust Capital Advisors, LLC | 10,955 | $424.2K | 0.09% | +1,439+15.1% | Added |
| Sunbelt Securities, Inc. | 10,898 | $422.0K | 0.06% | +17+0.2% | Added |
| Pinnacle Financial Partners Inc | 10,869 | $420.8K | 0.01% | −243−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 10,782 | $417.5K | 0.05% | −892−7.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,767 | $416.9K | 0.03% | −406−3.6% | Reduced |
| Golden State Equity Partners | 10,729 | $415.4K | 0.12% | +21+0.2% | Added |
| Rosenberg Matthew Hamilton | 10,720 | $415.1K | 0.14% | +135+1.3% | Added |
| BSW Wealth Partners | 10,687 | $413.8K | 0.09% | −99−0.9% | Reduced |
| Xcel Wealth Management, LLC | 10,677 | $413.4K | 0.16% | −2,620−19.7% | Reduced |
| Alpha Cubed Investments, LLC | 10,655 | $412.5K | 0.03% | +1,505+16.4% | Added |
| Aptus Capital Advisors, LLC | 10,636 | $411.8K | 0.01% | +4,288+67.5% | Added |
| Disciplined Investments, LLC | 10,575 | $409.5K | 0.25% | +77+0.7% | Added |
| Lowe Brockenbrough & Co Inc | 10,459 | $405.0K | 0.03% | −200−1.9% | Reduced |
| Shayne & Co., LLC | 10,446 | $404.5K | 0.13% | +3,446+49.2% | Added |
| AdvisorNet Financial, Inc | 10,434 | $404.0K | 0.04% | −922−8.1% | Reduced |
| NBT Bank N A | 10,229 | $396.1K | 0.04% | +135+1.3% | Added |
| Lake Street Advisors Group, LLC | 10,216 | $396.0K | 0.02% | −480−4.5% | Reduced |
| Private Trust Co NA | 10,190 | $394.6K | 0.05% | −435−4.1% | Reduced |
| Straight Path Wealth Management | 10,142 | $392.7K | 0.27% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 9,846 | $392.0K | 0.35% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 10,081 | $390.3K | 0.10% | +20.0% | Added |
| BancFirst Trust & Investment Management | 9,897 | $390.3K | 0.19% | +109+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,586 | $390.2K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,001 | $387.2K | 0.01% | +10,001 | New |
| Eastern Bank | 10,000 | $387.2K | 0.02% | 00.0% | Unchanged |
| Systrade AG | 10,000 | $387.2K | 0.34% | 00.0% | Unchanged |
| Accel Wealth Management | 9,982 | $386.5K | 0.22% | −632−6.0% | Reduced |
| Woodstock Corp | 9,965 | $385.8K | 0.05% | −1,225−10.9% | Reduced |
| CX Institutional | 9,950 | $385.3K | 0.02% | 00.0% | Unchanged |
| Advisors Management Group Inc | 9,918 | $384.0K | 0.12% | +18+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 9,896 | $383.2K | 0.04% | −4,579−31.6% | Reduced |
| Clarus Group, Inc. | 9,872 | $382.3K | 0.28% | +93+1.0% | Added |
| Van Leeuwen & Company, LLC | 9,871 | $382.2K | 0.24% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 9,875 | $382.0K | 0.14% | −33−0.3% | Reduced |
| North Star Asset Management Inc | 9,850 | $381.4K | 0.02% | −123−1.2% | Reduced |
| Moloney Securities Asset Management, LLC | 9,832 | $380.7K | 0.07% | +15+0.2% | Added |
| Flputnam Investment Management Co | 9,818 | $380.2K | 0.01% | +493+5.3% | Added |
| Victory Capital Management Inc | 9,808 | $379.8K | 0.00% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 9,796 | $379.3K | 0.13% | −500−4.9% | Reduced |
| Nilsine Partners, LLC | 9,773 | $378.4K | 0.06% | −1,971−16.8% | Reduced |
| Winslow Asset Management Inc | 9,762 | $378.0K | 0.09% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 9,755 | $377.7K | 0.26% | −2,171−18.2% | Reduced |
| Seven Eight Capital, LP | 9,747 | $377.4K | 0.04% | −5,410−35.7% | Reduced |
| Allworth Financial LP | 9,698 | $375.5K | 0.00% | −406−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 9,674 | $374.6K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 9,659 | $374.0K | 0.01% | +500+5.5% | Added |
| Capital Analysts, LLC | 9,624 | $373.0K | 0.02% | +1,334+16.1% | Added |
| Foster Victor Wealth Advisors, LLC | 10,000 | $372.7K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9,609 | $372.1K | 0.06% | +18+0.2% | Added |
| Syntal Capital Partners, LLC | 9,583 | $371.1K | 0.29% | −928−8.8% | Reduced |
| M&R Capital Management Inc | 9,570 | $370.6K | 0.10% | −700−6.8% | Reduced |
| Delta Financial Group, Inc. | 9,515 | $368.0K | 0.13% | +9,515 | New |
| Financial Strategies Group, Inc. | 9,000 | $367.3K | 0.12% | 00.0% | Unchanged |
| Rathbone Brothers plc | 9,437 | $366.6K | 0.00% | +9,437 | New |
| BancorpSouth Bank | 9,436 | $365.4K | 0.03% | −1,128−10.7% | Reduced |
| Nations Financial Group Inc, | 9,430 | $365.1K | 0.04% | −2,088−18.1% | Reduced |
| Charter Trust Co | 9,428 | $365.1K | 0.03% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 9,417 | $364.6K | 0.21% | −1,600−14.5% | Reduced |
| Personal Cfo Solutions, LLC | 9,415 | $364.6K | 0.07% | +414+4.6% | Added |
| Cedar Brook Financial Partners, LLC | 9,412 | $364.4K | 0.10% | +335+3.7% | Added |
| Wealth Dimensions Group, Ltd. | 9,362 | $362.5K | 0.13% | −1,105−10.6% | Reduced |
| Encompass Wealth Advisors, LLC | 9,357 | $362.3K | 0.12% | −1,631−14.8% | Reduced |
| Wealthspire Advisors, LLC | 9,354 | $362.2K | 0.01% | +1,882+25.2% | Added |
| Glass Jacobson Investment Advisors llc | 9,349 | $362.0K | 0.17% | −510−5.2% | Reduced |
| CoreCommodity Management, LLC | 9,317 | $360.8K | 0.12% | −9,869−51.4% | Reduced |
| Hendershot Investments Inc. | 9,313 | $360.6K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,311 | $360.5K | 0.00% | +3,267+54.1% | Added |
| Green Square Capital Advisors LLC | 9,287 | $359.6K | 0.05% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9,253 | $358.3K | 0.24% | −135−1.4% | Reduced |
| Tiff Advisory Services Inc | 9,165 | $354.9K | 0.30% | −17,740−65.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 8,980 | $354.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 9,125 | $353.3K | 0.08% | −155−1.7% | Reduced |
| TrueWealth Advisors, LLC | 9,088 | $351.9K | 0.15% | −263−2.8% | Reduced |
| Keb Asset Management, LLC | 9,086 | $351.8K | 0.15% | +88+1.0% | Added |
| Hollencrest Capital Management | 9,000 | $348.5K | 0.04% | +6,200+221.4% | Added |
| Garner Asset Management Corp | 8,975 | $348.0K | 0.21% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 8,965 | $347.1K | 0.03% | +56+0.6% | Added |
| Morningstar Investment Services LLC | 8,806 | $347.0K | 0.00% | +221+2.6% | Added |