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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 7,573 | $268.1K | 0.01% | +1,298+20.7% | Added |
| Toronto Dominion Bank | 7,583 | $268.4K | 0.00% | +920+13.8% | Added |
| DF Dent & Co Inc | 7,663 | $271.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,678 | $272.0K | 0.03% | −993−11.5% | Reduced |
| XML Financial, LLC | 7,691 | $272.3K | 0.03% | −991−11.4% | Reduced |
| Monticello Wealth Management, LLC | 7,693 | $272.3K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,711 | $273.0K | 0.06% | +1,634+26.9% | Added |
| Liberty Wealth Management LLC | 7,735 | $274.0K | 0.06% | −196−2.5% | Reduced |
| Bridgefront Capital, LLC | 7,753 | $274.5K | 0.21% | +7,753 | New |
| Palogic Value Management, L.P. | 7,779 | $275.4K | 0.12% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,782 | $275.5K | 0.05% | −764−8.9% | Reduced |
| Caption Management, LLC | 7,800 | $276.1K | 0.03% | −13,300−63.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,800 | $276.1K | 0.02% | +4+0.1% | Added |
| Guardian Financial Partners, LLC | 7,802 | $276.2K | 0.23% | +947+13.8% | Added |
| GSB Wealth Management, LLC | 7,805 | $276.3K | 0.08% | +409+5.5% | Added |
| Perigon Wealth Management, LLC | 7,901 | $279.7K | 0.01% | +239+3.1% | Added |
| CRA Financial Services, LLC | 7,934 | $280.9K | 0.07% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 7,937 | $281.0K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 8,000 | $283.2K | 0.00% | +536+7.2% | Added |
| Summit X, LLC | 8,044 | $284.8K | 0.08% | +1,487+22.7% | Added |
| Cambridge Trust Co | 8,047 | $284.9K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8,116 | $287.3K | 0.07% | −8,062−49.8% | Reduced |
| Successful Portfolios LLC | 8,146 | $288.4K | 0.22% | −33−0.4% | Reduced |
| Financial Advisory Service, Inc. | 8,161 | $288.9K | 0.03% | −117−1.4% | Reduced |
| Delta Financial Group, Inc. | 8,155 | $289.0K | 0.09% | −1,360−14.3% | Reduced |
| StrategIQ Financial Group, LLC | 8,178 | $289.5K | 0.03% | −208−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,187 | $289.8K | 0.03% | +8,187 | New |
| Legacy Advisors, LLC | 8,230 | $291.3K | 0.04% | −8,262−50.1% | Reduced |
| LCNB Corp | 8,257 | $292.3K | 0.11% | +54+0.7% | Added |
| Lodestar Private Asset Management LLC | 8,271 | $292.8K | 0.04% | −440−5.1% | Reduced |
| Stonegate Investment Group, LLC | 8,290 | $293.5K | 0.01% | −477−5.4% | Reduced |
| Rehmann Capital Advisory Group | 8,300 | $293.8K | 0.02% | −44−0.5% | Reduced |
| BancorpSouth Bank | 8,306 | $294.0K | 0.02% | −1,130−12.0% | Reduced |
| M&R Capital Management Inc | 8,320 | $294.5K | 0.07% | −1,250−13.1% | Reduced |
| Sigma Investment Counselors Inc | 8,334 | $295.0K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8,349 | $295.6K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,337 | $296.4K | 0.00% | −1,100−11.7% | Reduced |
| AlTi Global, Inc. | 8,375 | $296.5K | 0.01% | +8,375 | New |
| Eagle Asset Management Inc | 8,384 | $296.8K | 0.00% | −346−4.0% | Reduced |
| Atlantic Union Bankshares Corp | 8,391 | $297.0K | 0.03% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 8,400 | $297.4K | 0.15% | +210+2.6% | Added |
| Univest Financial Corp | 8,438 | $298.7K | 0.09% | +500+6.3% | Added |
| Pinpoint Asset Management Ltd | 8,500 | $300.9K | 0.07% | +8,500 | New |
| Axxcess Wealth Management, LLC | 8,513 | $301.3K | 0.01% | +8,513 | New |
| Ieq Capital, LLC | 8,579 | $303.7K | 0.01% | +2,065+31.7% | Added |
| WESPAC Advisors SoCal, LLC | 8,586 | $303.9K | 0.09% | −1,210−12.4% | Reduced |
| Dorchester Wealth Management Co | 8,600 | $304.4K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,604 | $304.6K | 0.23% | +8,604 | New |
| Hudson Valley Investment Advisors Inc | 8,609 | $305.0K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 8,641 | $305.9K | 0.04% | −3,147−26.7% | Reduced |
| Jacobi Capital Management LLC | 8,671 | $307.0K | 0.03% | −5,133−37.2% | Reduced |
| Eagle Rock Investment Company, LLC | 8,673 | $307.0K | 0.06% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 8,706 | $308.2K | 0.21% | −19−0.2% | Reduced |
| Financial Strategies Group, Inc. | 9,000 | $311.0K | 0.09% | 00.0% | Unchanged |
| Woodstock Corp | 8,840 | $312.9K | 0.04% | −1,125−11.3% | Reduced |
| Flputnam Investment Management Co | 8,894 | $314.9K | 0.01% | −924−9.4% | Reduced |
| PSI Advisors, LLC | 8,908 | $315.3K | 0.12% | −2,906−24.6% | Reduced |
| Foundations Investment Advisors, LLC | 8,981 | $315.5K | 0.01% | +2,013+28.9% | Added |
| Powers Advisory Group, LLC | 8,918 | $315.7K | 0.19% | −837−8.6% | Reduced |
| Goelzer Investment Management, Inc. | 8,921 | $315.8K | 0.02% | +12+0.1% | Added |
| Buckingham Strategic Partners | 8,933 | $316.2K | 0.02% | −4,192−31.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 8,980 | $318.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,000 | $318.6K | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 9,032 | $319.7K | 0.10% | +2,707+42.8% | Added |
| Dana Investment Advisors, Inc. | 9,093 | $321.9K | 0.02% | −12,638−58.2% | Reduced |
| Green Square Capital Advisors LLC | 9,105 | $322.3K | 0.04% | −182−2.0% | Reduced |
| 180 Wealth Advisors, LLC | 9,115 | $323.6K | 0.06% | −10−0.1% | Reduced |
| Nwam LLC | 9,157 | $324.2K | 0.03% | +1,708+22.9% | Added |
| LongView Wealth Management | 9,302 | $324.6K | 0.14% | +9,302 | New |
| Keb Asset Management, LLC | 9,183 | $325.1K | 0.12% | +97+1.1% | Added |
| Hendershot Investments Inc. | 9,188 | $325.3K | 0.05% | −125−1.3% | Reduced |
| NBT Bank N A | 9,206 | $325.9K | 0.03% | −1,023−10.0% | Reduced |
| Alpha Cubed Investments, LLC | 9,212 | $326.1K | 0.02% | −1,443−13.5% | Reduced |
| Clarus Group, Inc. | 9,238 | $327.0K | 0.25% | −634−6.4% | Reduced |
| Ridgewood Investments LLC | 9,253 | $327.6K | 0.19% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 9,278 | $328.4K | 0.11% | +1,070+13.0% | Added |
| AlphaQ Advisors LLC | 9,282 | $328.6K | 0.23% | +888+10.6% | Added |
| Aurora Private Wealth, Inc. | 9,329 | $330.0K | 0.31% | +9,329 | New |
| CWA Asset Management Group, LLC | 9,345 | $330.8K | 0.02% | +380+4.2% | Added |
| Nations Financial Group Inc, | 9,360 | $331.4K | 0.03% | −70−0.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,384 | $332.2K | 0.11% | +22+0.2% | Added |
| Glass Jacobson Investment Advisors llc | 9,405 | $332.9K | 0.14% | +56+0.6% | Added |
| Flow Traders U.S. LLC | 9,414 | $333.0K | 0.01% | +9,414 | New |
| Allworth Financial LP | 9,506 | $336.5K | 0.00% | −192−2.0% | Reduced |
| TrueWealth Advisors, LLC | 9,509 | $336.6K | 0.13% | +421+4.6% | Added |
| Horizon Kinetics Asset Management LLC | 9,519 | $337.0K | 0.01% | −140−1.4% | Reduced |
| Vima LLC | 9,525 | $337.2K | 0.78% | +9,525 | New |
| Essex Savings Bank | 9,536 | $337.5K | 0.10% | +1,773+22.8% | Added |
| Eight 31 Financial LLC | 9,547 | $338.0K | 0.21% | +9,547 | New |
| Chapin Davis, Inc. | 9,553 | $338.2K | 0.14% | −1,422−13.0% | Reduced |
| Crewe Advisors LLC | 9,628 | $340.8K | 0.05% | +19+0.2% | Added |
| McDonald Partners LLC | 9,636 | $341.1K | 0.10% | +2,060+27.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,666 | $342.2K | 0.01% | −1,822−15.9% | Reduced |
| Capital Analysts, LLC | 9,715 | $344.0K | 0.02% | +91+0.9% | Added |
| Winslow Asset Management Inc | 9,762 | $346.0K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 9,836 | $348.2K | 0.06% | +40.0% | Added |
| Pine Valley Investments Ltd Liability Co | 9,863 | $349.1K | 0.03% | −33−0.3% | Reduced |
| Coldstream Capital Management Inc | 9,864 | $349.2K | 0.01% | +4,374+79.7% | Added |
| Van Leeuwen & Company, LLC | 9,871 | $349.4K | 0.20% | 00.0% | Unchanged |
| Destiny Capital Corp | 9,879 | $349.7K | 0.24% | +9,879 | New |