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Livermore
Livermore
ZHEN

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.

Other share classesBPAQFBPPFF

13F holders, Q4 2023

Institutional positions in BP PLC as of Dec 31, 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
1,183
+70 vs. Q3 2023
Shares held
324.2M
−2.02M (−0.6%) vs. Q3 2023
Total value
$11.5B
−$1.15B (−9.1%) vs. Q3 2023
New holders
162
379 more added
Sold out
92
434 more reduced

24 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,183 institutions
Q1 2021: 922 institutionsQ2 2021: 981 institutionsQ3 2021: 965 institutionsQ4 2021: 1,002 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,011 institutionsQ3 2022: 1,002 institutionsQ4 2022: 1,104 institutionsQ1 2023: 1,142 institutionsQ2 2023: 1,121 institutionsQ3 2023: 1,137 institutionsQ4 2023: 1,183 institutionsQ1 2024: 1,200 institutionsQ2 2024: 1,176 institutionsQ3 2024: 1,094 institutionsQ4 2024: 1,086 institutionsQ1 2025: 1,132 institutionsQ2 2025: 1,060 institutionsQ3 2025: 1,111 institutionsQ4 2025: 1,152 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,171 institutions
Value heldQ4 2023: $11.5B
Q1 2021: $6.73BQ2 2021: $7.69BQ3 2021: $8.09BQ4 2021: $7.92BQ1 2022: $8.53BQ2 2022: $8.37BQ3 2022: $8.35BQ4 2022: $10.5BQ1 2023: $11.9BQ2 2023: $11.3BQ3 2023: $12.7BQ4 2023: $11.5BQ1 2024: $12.2BQ2 2024: $11.1BQ3 2024: $9.36BQ4 2024: $9.06BQ1 2025: $11.2BQ2 2025: $9.47BQ3 2025: $10.6BQ4 2025: $11.4BQ1 2026: $16.6BQ2 2026: $13.4B
Institutions holding BP and their total value by quarter
QuarterHoldersValue
Q2 20261,171$13.4B
Q1 20261,264$16.6B
Q4 20251,152$11.4B
Q3 20251,111$10.6B
Q2 20251,060$9.47B
Q1 20251,132$11.2B
Q4 20241,086$9.06B
Q3 20241,094$9.36B
Q2 20241,176$11.1B
Q1 20241,200$12.2B
Q4 20231,183$11.5B
Q3 20231,137$12.7B
Q2 20231,121$11.3B
Q1 20231,142$11.9B
Q4 20221,104$10.5B
Q3 20221,002$8.35B
Q2 20221,011$8.37B
Q1 20221,026$8.53B
Q4 20211,002$7.92B
Q3 2021965$8.09B
Q2 2021981$7.69B
Q1 2021922$6.73B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q3 2023.

Institutions holding BP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Focused Wealth Management, Inc3$1060.00%00.0%Unchanged
Kessler Investment Group, LLC5$1770.00%00.0%Unchanged
Team Financial Group, LLC10$3410.00%00.0%Unchanged
Cornerstone Planning Group LLC11$3890.00%00.0%Unchanged
Transcendent Capital Group LLC21$7430.00%+21New
Planned Solutions, Inc.22$7790.00%+22New
Horizon Investments, LLC23$8140.00%+23New
HighMark Wealth Management LLC24$8540.00%+24New
Baystate Wealth Management LLC25$9190.00%+21+525.0%Added
SJS Investment Consulting Inc.27$9560.00%−402−93.7%Reduced
ClariVest Asset Management LLC37$1.31K0.00%+37New
Raffa Wealth Management, LLC38$1.34K0.00%00.0%Unchanged
Providence Capital Advisors, LLC39$1.38K0.00%00.0%Unchanged
IAG Wealth Partners, LLC40$1.42K0.00%00.0%Unchanged
EdgeRock Capital LLC42$1.46K0.00%+42New
Caitlin John, LLC43$1.52K0.00%+43New
Byrne Asset Management LLC47$1.68K0.00%00.0%Unchanged
Financial Freedom, LLC49$1.74K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP50$1.76K0.00%+1+2.0%Added
Pacific Center for Financial Services50$1.77K0.00%00.0%Unchanged
Abound Wealth Management51$1.81K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc55$1.95K0.00%+55New
TFC Financial Management57$2.02K0.00%−104−64.6%Reduced
Fairfield, Bush & Co.60$2.12K0.00%+60New
JNBA Financial Advisors71$2.51K0.00%00.0%Unchanged
True Wealth Design, LLC78$2.76K0.00%+2+2.6%Added
Wiser Advisor Group LLC81$2.86K0.00%+81New
Cranbrook Wealth Management, LLC82$2.90K0.00%00.0%Unchanged
Level Financial Advisors, Inc.83$2.94K0.00%00.0%Unchanged
Hoey Investments, Inc83$2.94K0.00%00.0%Unchanged
Evolution Advisers, Inc.89$3.00K0.00%+89New
Bear Mountain Capital, Inc.100$3.43K0.00%+100New
Chesapeake Asset Management LLC100$3.54K0.00%00.0%Unchanged
Castleview Partners, LLC100$3.54K0.00%00.0%Unchanged
Wolff Wiese Magana LLC100$3.54K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$3.54K0.00%00.0%Unchanged
FWL Investment Management, LLC100$3.54K0.00%+100New
Sachetta, LLC100$3.54K0.00%+100New
Country Trust Bank119$4.21K0.00%+119New
Oliver Lagore Vanvalin Investment Group128$4.53K0.00%−994−88.6%Reduced
Pineridge Advisors LLC139$4.92K0.00%+139New
MV Capital Management, Inc.146$5.17K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC150$5.30K0.01%+150New
Your Advocates Ltd., LLP150$5.31K0.00%−737−83.1%Reduced
Bellevue Asset Management, LLC150$5.31K0.00%−150−50.0%Reduced
Davis Capital Management150$5.31K0.01%+150New
West Branch Capital LLC151$5.35K0.00%00.0%Unchanged
Rakuten Securities, Inc.154$5.45K0.00%+154New
Washington Trust Co160$5.66K0.00%−175−52.2%Reduced
Ameritas Investment Partners, Inc.161$5.68K0.00%+2+1.3%Added
AllSquare Wealth Management LLC164$5.81K0.00%00.0%Unchanged
Webster Bank, N. A.180$6.37K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)190$6.73K0.00%−4,049−95.5%Reduced
Harel Insurance Investments & Financial Services Ltd.208$7.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC216$7.65K0.00%00.0%Unchanged
Gold Investment Management Ltd.226$8.00K0.00%+226New
Prestige Wealth Management Group LLC226$8.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.229$8.11K0.00%00.0%Unchanged
Clean Yield Group250$8.85K0.00%00.0%Unchanged
Park Place Capital Corp258$9.13K0.00%−1,835−87.7%Reduced
MidAtlantic Capital Management, Inc.272$9.63K0.01%+272New
GW&K Investment Management, LLC287$10.0K0.00%00.0%Unchanged
Valued Wealth Advisors LLC264$10.2K0.01%+264New
Y.D. More Investments Ltd293$10.4K0.00%+293New
Citizens National Bank Trust Department295$10.4K0.00%00.0%Unchanged
CGC Financial Services, LLC296$10.5K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC300$10.6K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC300$10.6K0.00%+300New
Provenance Wealth Advisors, LLC310$11.0K0.00%+260+520.0%Added
Albion Financial Group316$11.2K0.00%+316New
Kozak & Associates, Inc.333$11.4K0.00%+4+1.2%Added
Founders Capital Management323$11.4K0.01%00.0%Unchanged
Tidemark, LLC325$11.5K0.01%+325New
Greenwood Gearhart Inc328$11.6K0.00%+328New
Scarborough Advisors, LLC337$11.9K0.00%+337New
CKW Financial Group328$12.0K0.00%00.0%Unchanged
Main Street Group, LTD345$12.2K0.00%+345New
Raleigh Capital Management Inc.350$12.4K0.01%+5+1.4%Added
Ritter Daniher Financial Advisory LLC353$12.5K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC359$12.7K0.00%00.0%Unchanged
Truvestments Capital LLC363$12.9K0.01%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.385$13.6K0.00%+385New
MB, Levis & Associates, LLC400$14.2K0.01%00.0%Unchanged
Clear Point Advisors Inc.400$14.2K0.01%+400New
Spectrum Wealth Counsel, LLC400$14.2K0.00%+400New
NewSquare Capital LLC406$14.4K0.00%+404+20,200.0%Added
Federated Hermes, Inc.419$14.8K0.00%+309+280.9%Added
Birchbrook, Inc.428$15.2K0.01%+428New
Sugarloaf Wealth Management, LLC437$15.5K0.00%00.0%Unchanged
Motco440$15.6K0.00%−164−27.2%Reduced
Bare Financial Services, Inc459$16.2K0.03%+459New
CVA Family Office, LLC463$16.4K0.00%+463New
DHJJ Financial Advisors, Ltd.483$17.1K0.01%00.0%Unchanged
Kelly Financial Services LLC500$17.7K0.01%+5+1.0%Added
Lowe Wealth Advisors, LLC500$17.7K0.01%00.0%Unchanged
Provence Wealth Management Group500$17.7K0.01%00.0%Unchanged
Thompson Investment Management, Inc.500$17.7K0.00%+500New
Financial Management Professionals, Inc.496$18.0K0.00%−292−37.1%Reduced
Hanson & Doremus Investment Management528$19.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.547$19.0K0.01%+4+0.7%Added