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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Litman Gregory Asset Management LLC | 5,875 | $208.0K | 0.02% | −1,000−14.5% | Reduced |
| Resurgent Financial Advisors LLC | 5,876 | $208.0K | 0.13% | −6−0.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 5,910 | $209.2K | 0.19% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,926 | $209.8K | 0.03% | +153+2.7% | Added |
| Gamco Investors, Inc. Et Al | 5,930 | $209.9K | 0.00% | +5,930 | New |
| Traynor Capital Management, Inc. | 5,942 | $210.3K | 0.02% | −27−0.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,965 | $211.2K | 0.11% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,974 | $211.5K | 0.12% | −346−5.5% | Reduced |
| Canandaigua National Bank & Trust Co | 5,994 | $212.2K | 0.03% | +13+0.2% | Added |
| Union Investments & Development Ltd. | 6,000 | $212.4K | 0.20% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 6,027 | $213.4K | 0.05% | −1,950−24.4% | Reduced |
| Seed Wealth Management, Inc. | 6,010 | $213.4K | 0.22% | +810+15.6% | Added |
| Americana Partners, LLC | 6,040 | $213.8K | 0.02% | −1,536−20.3% | Reduced |
| Berger Financial Group, Inc | 6,048 | $214.1K | 0.02% | −267−4.2% | Reduced |
| Belpointe Asset Management LLC | 6,050 | $214.2K | 0.02% | −7,192−54.3% | Reduced |
| Regal Investment Advisors LLC | 6,057 | $214.4K | 0.02% | +292+5.1% | Added |
| Altfest L J & Co Inc | 6,081 | $215.0K | 0.03% | +12+0.2% | Added |
| NTV Asset Management LLC | 6,082 | $215.3K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,082 | $215.3K | 0.10% | +213+3.6% | Added |
| Crescent Grove Advisors, LLC | 6,085 | $215.4K | 0.02% | −62−1.0% | Reduced |
| Insight Wealth Partners, LLC | 6,113 | $216.4K | 0.16% | −154−2.5% | Reduced |
| Park National Corp | 6,135 | $217.2K | 0.01% | +98+1.6% | Added |
| Bruce G. Allen Investments, LLC | 6,185 | $218.9K | 0.20% | +6,185 | New |
| Vista Investment Partners LLC | 6,261 | $221.6K | 0.08% | +6,261 | New |
| Cito Capital Group, LLC | 6,280 | $222.0K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,253 | $222.6K | 0.05% | +6,253 | New |
| Dakota Wealth Management | 6,299 | $223.0K | 0.01% | +6,299 | New |
| Compass Ion Advisors, LLC | 6,333 | $224.2K | 0.03% | −1,690−21.1% | Reduced |
| Eagle Global Advisors LLC | 6,341 | $224.5K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 6,343 | $224.5K | 0.03% | −348−5.2% | Reduced |
| Evolution Wealth Advisors, LLC | 6,348 | $224.7K | 0.05% | +6,348 | New |
| Moneta Group Investment Advisors LLC | 6,375 | $225.7K | 0.00% | +580+10.0% | Added |
| Second Line Capital, LLC | 6,375 | $225.7K | 0.09% | +6,375 | New |
| Madison Park Capital Advisors, LLC | 6,385 | $226.0K | 0.22% | +6,385 | New |
| Brown Brothers Harriman & Co | 6,402 | $226.6K | 0.00% | −1,742−21.4% | Reduced |
| Grove Bank & Trust | 6,407 | $226.8K | 0.04% | −279−4.2% | Reduced |
| Citizens Financial Group Inc | 6,415 | $227.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,439 | $228.1K | 0.02% | +6,439 | New |
| Arkfeld Wealth Strategies, L.L.C. | 6,543 | $228.3K | 0.15% | +69+1.1% | Added |
| Greenfield Savings Bank | 6,456 | $228.5K | 0.13% | +73+1.1% | Added |
| Bridge Creek Capital Management LLC | 6,500 | $230.1K | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,534 | $231.3K | 0.03% | −33−0.5% | Reduced |
| WealthShield Partners, LLC | 6,542 | $231.6K | 0.04% | +95+1.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,552 | $231.9K | 0.00% | −228−3.4% | Reduced |
| Cohen Capital Management, Inc. | 6,562 | $232.3K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,593 | $233.0K | 0.03% | +6,593 | New |
| Traphagen Investment Advisors LLC | 6,583 | $233.0K | 0.03% | −41−0.6% | Reduced |
| SevenBridge Financial Group, LLC | 6,588 | $233.2K | 0.06% | −205−3.0% | Reduced |
| Sound Income Strategies, LLC | 6,607 | $233.9K | 0.02% | +4,192+173.6% | Added |
| Cape Cod Five Cents Savings Bank | 6,627 | $234.6K | 0.02% | −14,437−68.5% | Reduced |
| JJJ Advisors Inc. | 6,638 | $235.0K | 0.06% | −51−0.8% | Reduced |
| SCP Investment, LP | 6,800 | $235.0K | 0.19% | +6,800 | New |
| Slagle Financial, LLC | 13,282 | $235.1K | 0.13% | +5,478+70.2% | Added |
| IFG Advisors, LLC | 6,648 | $235.3K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,676 | $236.3K | 0.05% | +6,676 | New |
| United Community Bank | 6,719 | $237.9K | 0.10% | +6,719 | New |
| Phillips Wealth Planners LLC | 7,025 | $239.1K | 0.29% | −196−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 6,760 | $239.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,764 | $239.5K | 0.01% | +11+0.2% | Added |
| Virtue Capital Management, LLC | 6,658 | $239.7K | 0.05% | +100+1.5% | Added |
| Aspen Grove Capital, LLC | 6,239 | $239.7K | 0.07% | −548−8.1% | Reduced |
| KLR Investment Advisors, LLC | 6,779 | $240.0K | 0.17% | −15,045−68.9% | Reduced |
| Empower Advisory Group, LLC | 6,783 | $240.1K | 0.00% | +291+4.5% | Added |
| Naples Money Management LLC | 6,801 | $240.8K | 0.23% | +6,801 | New |
| Soltis Investment Advisors LLC | 6,838 | $242.1K | 0.03% | −198−2.8% | Reduced |
| Avantax Planning Partners, Inc. | 6,851 | $242.5K | 0.01% | −229−3.2% | Reduced |
| Eads & Heald Wealth Management | 6,877 | $243.0K | 0.12% | −205−2.9% | Reduced |
| Congress Wealth Management LLC | 6,920 | $245.0K | 0.00% | +6,920 | New |
| TruWealth Advisors, LLC | 6,936 | $245.5K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 6,951 | $246.1K | 0.01% | −131−1.8% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $246.3K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 6,993 | $247.6K | 0.00% | +622+9.8% | Added |
| Sterling Investment Advisors, Ltd. | 7,000 | $247.8K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 7,004 | $247.9K | 0.07% | +20.0% | Added |
| Caldwell Trust Co | 7,040 | $249.2K | 0.03% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $249.6K | 0.19% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 7,057 | $250.0K | 0.25% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,113 | $251.8K | 0.04% | −28−0.4% | Reduced |
| Marcum Wealth, LLC | 7,149 | $253.1K | 0.03% | −241−3.3% | Reduced |
| United Asset Strategies, Inc. | 7,150 | $253.1K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 7,188 | $254.5K | 0.01% | −1,300−15.3% | Reduced |
| Estabrook Capital Management | 7,202 | $255.0K | 0.04% | −200−2.7% | Reduced |
| Ingalls & Snyder LLC | 7,206 | $255.0K | 0.01% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,227 | $255.8K | 0.09% | −267−3.6% | Reduced |
| Advisory Alpha, LLC | 7,283 | $257.8K | 0.01% | +613+9.2% | Added |
| PDS Planning, Inc | 7,284 | $257.9K | 0.03% | −396−5.2% | Reduced |
| Encompass Wealth Advisors, LLC | 7,286 | $257.9K | 0.08% | −2,071−22.1% | Reduced |
| Charter Trust Co | 7,303 | $258.5K | 0.02% | −2,125−22.5% | Reduced |
| WealthPlan Investment Management, LLC | 7,321 | $259.2K | 0.04% | −7,595−50.9% | Reduced |
| Brighton Jones LLC | 7,323 | $259.2K | 0.01% | +7,323 | New |
| Optimum Investment Advisors | 7,379 | $261.2K | 0.13% | −1,054−12.5% | Reduced |
| ProVise Management Group, LLC | 7,394 | $261.7K | 0.02% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 7,395 | $261.8K | 0.13% | +7,395 | New |
| First Financial Bankshares Inc | 7,399 | $261.9K | 0.01% | +7,399 | New |
| Visionary Wealth Advisors | 7,422 | $262.7K | 0.02% | +10+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 7,446 | $263.6K | 0.02% | +7,446 | New |
| Redwood Wealth Management Group, LLC | 7,488 | $265.1K | 0.29% | +21+0.3% | Added |
| Berkshire Asset Management LLC | 7,519 | $266.2K | 0.02% | +150+2.0% | Added |
| Peoples Bank | 7,567 | $267.9K | 0.16% | 00.0% | Unchanged |
| City Holding Co | 7,570 | $267.9K | 0.04% | +52+0.7% | Added |