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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 8,948 | $346.5K | 0.00% | +2,190+32.4% | Added |
| Goelzer Investment Management, Inc. | 8,909 | $345.0K | 0.02% | +1,500+20.2% | Added |
| Stonegate Investment Group, LLC | 8,767 | $339.5K | 0.01% | −480−5.2% | Reduced |
| Eagle Asset Management Inc | 8,730 | $338.0K | 0.00% | −247−2.8% | Reduced |
| Blackhawk Capital Partners LLC. | 8,725 | $337.8K | 0.25% | −1,443−14.2% | Reduced |
| Lodestar Private Asset Management LLC | 8,711 | $337.3K | 0.06% | −1,229−12.4% | Reduced |
| XML Financial, LLC | 8,682 | $336.2K | 0.04% | −36−0.4% | Reduced |
| Tradition Wealth Management, LLC | 8,671 | $336.0K | 0.04% | +200+2.4% | Added |
| Eagle Rock Investment Company, LLC | 8,673 | $335.8K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 8,625 | $334.0K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,616 | $333.6K | 0.02% | −21−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,609 | $333.3K | 0.05% | −1,248−12.7% | Reduced |
| Dorchester Wealth Management Co | 8,600 | $333.0K | 0.07% | −289−3.3% | Reduced |
| D'Orazio & Associates, Inc. | 8,546 | $330.9K | 0.07% | +959+12.6% | Added |
| Bridges Investment Management Inc | 8,488 | $328.7K | 0.01% | −5,500−39.3% | Reduced |
| Optimum Investment Advisors | 8,433 | $326.5K | 0.17% | +30.0% | Added |
| AlphaQ Advisors LLC | 8,394 | $325.0K | 0.28% | −927−9.9% | Reduced |
| Atlantic Union Bankshares Corp | 8,391 | $324.9K | 0.03% | −72−0.9% | Reduced |
| StrategIQ Financial Group, LLC | 8,386 | $324.7K | 0.04% | +21+0.3% | Added |
| Tiedemann Advisors, LLC | 8,375 | $324.3K | 0.01% | +8,375 | New |
| Human Investing LLC | 8,374 | $324.2K | 0.08% | −675−7.5% | Reduced |
| Oxford Financial Group Ltd | 8,349 | $323.3K | 0.03% | +422+5.3% | Added |
| Rehmann Capital Advisory Group | 8,344 | $323.1K | 0.03% | −309−3.6% | Reduced |
| Sigma Investment Counselors Inc | 8,334 | $322.7K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,295 | $321.2K | 0.03% | +110+1.3% | Added |
| Financial Advisory Service, Inc. | 8,278 | $320.5K | 0.03% | +8,278 | New |
| Windsor Group LTD | 8,243 | $319.0K | 0.06% | +30.0% | Added |
| WealthTrust Axiom LLC | 8,208 | $317.8K | 0.11% | +7+0.1% | Added |
| LCNB Corp | 8,203 | $317.6K | 0.14% | −75−0.9% | Reduced |
| American Trust Investment Advisors, LLC | 8,190 | $317.1K | 0.18% | 00.0% | Unchanged |
| GTS Securities LLC | 8,184 | $316.9K | 0.01% | +8,184 | New |
| Successful Portfolios LLC | 8,179 | $316.7K | 0.28% | +21+0.3% | Added |
| Pitcairn Co | 8,166 | $316.2K | 0.03% | +520+6.8% | Added |
| Brown Brothers Harriman & Co | 8,144 | $315.3K | 0.00% | +2,261+38.4% | Added |
| Cambridge Trust Co | 8,047 | $311.6K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 8,023 | $310.6K | 0.05% | +8,023 | New |
| Noesis Capital Mangement Corp | 7,977 | $308.9K | 0.08% | −115−1.4% | Reduced |
| Univest Financial Corp | 7,938 | $307.4K | 0.10% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 7,937 | $307.3K | 0.13% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,934 | $307.2K | 0.08% | −75−0.9% | Reduced |
| Liberty Wealth Management LLC | 7,931 | $307.0K | 0.08% | −707−8.2% | Reduced |
| Slagle Financial, LLC | 7,804 | $302.2K | 0.19% | −1,789−18.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,796 | $301.9K | 0.02% | +30.0% | Added |
| Palogic Value Management, L.P. | 7,779 | $301.2K | 0.15% | 00.0% | Unchanged |
| Essex Savings Bank | 7,763 | $300.6K | 0.10% | −696−8.2% | Reduced |
| RFG Advisory, LLC | 7,701 | $298.2K | 0.01% | +7,701 | New |
| Monticello Wealth Management, LLC | 7,693 | $297.9K | 0.03% | +7,693 | New |
| PDS Planning, Inc | 7,680 | $297.4K | 0.04% | +386+5.3% | Added |
| DF Dent & Co Inc | 7,663 | $296.7K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,662 | $296.7K | 0.01% | −19−0.2% | Reduced |
| McDonald Partners LLC | 7,576 | $293.3K | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 7,567 | $293.0K | 0.19% | 00.0% | Unchanged |
| Marathon Capital Management | 7,531 | $291.6K | 0.07% | +800+11.9% | Added |
| Phillips Wealth Planners LLC | 7,221 | $291.2K | 0.39% | −360−4.7% | Reduced |
| City Holding Co | 7,518 | $291.1K | 0.05% | −408−5.1% | Reduced |
| Keystone Wealth Services, LLC | 7,494 | $290.2K | 0.11% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,467 | $289.1K | 0.34% | +119+1.6% | Added |
| Gladstone Institutional Advisory LLC | 7,466 | $289.1K | 0.02% | +1,190+19.0% | Added |
| Modera Wealth Management, LLC | 7,464 | $289.0K | 0.01% | +188+2.6% | Added |
| Nwam LLC | 7,449 | $288.5K | 0.03% | +7+0.1% | Added |
| Visionary Wealth Advisors | 7,412 | $287.0K | 0.02% | −56−0.7% | Reduced |
| Estabrook Capital Management | 7,402 | $286.6K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,396 | $286.4K | 0.10% | −269−3.5% | Reduced |
| ProVise Management Group, LLC | 7,394 | $286.3K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,390 | $286.2K | 0.03% | −1,170−13.7% | Reduced |
| Berkshire Asset Management LLC | 7,369 | $285.3K | 0.02% | −910−11.0% | Reduced |
| Ingalls & Snyder LLC | 7,206 | $279.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 7,182 | $278.1K | 0.05% | +7,182 | New |
| Perkins Capital Management Inc | 7,150 | $277.0K | 0.27% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,162 | $277.0K | 0.01% | +70+1.0% | Added |
| United Asset Strategies, Inc. | 7,150 | $276.8K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,149 | $276.8K | 0.22% | −8,880−55.4% | Reduced |
| Glassman Wealth Services | 7,141 | $276.5K | 0.04% | +167+2.4% | Added |
| Bryn Mawr Trust Co | 7,126 | $275.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,103 | $275.0K | 0.02% | +7,103 | New |
| Hexagon Capital Partners LLC | 7,083 | $274.3K | 0.07% | +345+5.1% | Added |
| Shelton Capital Management | 7,082 | $274.2K | 0.01% | −147−2.0% | Reduced |
| Americana Partners, LLC | 7,576 | $274.2K | 0.03% | +1,536+25.4% | Added |
| Avantax Planning Partners, Inc. | 7,080 | $274.1K | 0.01% | +155+2.2% | Added |
| Eads & Heald Wealth Management | 7,082 | $274.0K | 0.14% | +735+11.6% | Added |
| Pin Oak Investment Advisors Inc | 7,057 | $273.0K | 0.31% | 00.0% | Unchanged |
| Caldwell Trust Co | 7,040 | $272.6K | 0.04% | −400−5.4% | Reduced |
| Soltis Investment Advisors LLC | 7,036 | $272.4K | 0.04% | +7,036 | New |
| Farmers & Merchants Trust Co of Long Beach | 7,002 | $271.1K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,000 | $271.0K | 0.09% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $270.6K | 0.22% | −85−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 6,968 | $269.8K | 0.01% | −312−4.3% | Reduced |
| Vanguard Capital Wealth Advisors | 6,962 | $269.6K | 0.25% | −466−6.3% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $269.4K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 6,936 | $268.6K | 0.02% | −415−5.6% | Reduced |
| Gilman Hill Asset Management, LLC | 6,930 | $268.4K | 0.05% | +607+9.6% | Added |
| Litman Gregory Asset Management LLC | 6,875 | $266.2K | 0.03% | +6,875 | New |
| PFG Investments, LLC | 6,859 | $265.6K | 0.05% | +110+1.6% | Added |
| Guardian Financial Partners, LLC | 6,855 | $265.4K | 0.25% | +34+0.5% | Added |
| SevenBridge Financial Group, LLC | 6,793 | $263.0K | 0.07% | −75−1.1% | Reduced |
| Aspen Grove Capital, LLC | 6,787 | $262.8K | 0.10% | +966+16.6% | Added |
| Ethic Inc. | 6,786 | $262.8K | 0.01% | +6,786 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,780 | $262.5K | 0.00% | −24−0.4% | Reduced |
| Comerica Securities,inc. | 6,774 | $262.3K | 0.02% | −124−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 6,760 | $261.7K | 0.01% | +6,760 | New |