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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 9,885 | $349.9K | 0.00% | +211+2.2% | Added |
| Advisors Management Group Inc | 9,908 | $351.0K | 0.10% | −10−0.1% | Reduced |
| CX Institutional | 9,962 | $352.7K | 0.02% | +12+0.1% | Added |
| BancFirst Trust & Investment Management | 10,017 | $353.9K | 0.16% | +120+1.2% | Added |
| Eastern Bank | 10,000 | $354.0K | 0.02% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 10,083 | $356.9K | 0.08% | +20.0% | Added |
| Winch Advisory Services, LLC | 10,130 | $358.6K | 0.12% | +255+2.6% | Added |
| Lake Street Advisors Group, LLC | 10,139 | $358.9K | 0.02% | −77−0.8% | Reduced |
| Straight Path Wealth Management | 10,142 | $359.0K | 0.21% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 9,963 | $362.3K | 0.00% | +1,015+11.3% | Added |
| Fulton Bank, N.A. | 10,247 | $362.7K | 0.02% | −1,000−8.9% | Reduced |
| Confluence Wealth Services, Inc. | 10,258 | $363.1K | 0.04% | −704−6.4% | Reduced |
| Capital Investment Counsel, Inc | 10,305 | $364.8K | 0.06% | −18,548−64.3% | Reduced |
| Personal Cfo Solutions, LLC | 10,315 | $365.2K | 0.06% | +900+9.6% | Added |
| Hexagon Capital Partners LLC | 10,332 | $365.7K | 0.09% | +3,249+45.9% | Added |
| Lowe Brockenbrough & Co Inc | 10,337 | $365.9K | 0.03% | −122−1.2% | Reduced |
| Perkins Capital Management Inc | 10,350 | $366.0K | 0.31% | +3,200+44.8% | Added |
| Private Trust Co NA | 10,344 | $366.2K | 0.04% | +154+1.5% | Added |
| Nicholas Hoffman & Company, LLC. | 10,414 | $368.6K | 0.02% | −353−3.3% | Reduced |
| EP Wealth Advisors, LLC | 10,415 | $368.7K | 0.00% | −758−6.8% | Reduced |
| Accel Wealth Management | 10,421 | $368.9K | 0.19% | +439+4.4% | Added |
| Shayne & Co., LLC | 10,446 | $369.8K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,465 | $370.5K | 0.03% | +31+0.3% | Added |
| RFG Advisory, LLC | 10,476 | $370.8K | 0.01% | +2,775+36.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,586 | $371.6K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 10,787 | $373.3K | 0.08% | +1,375+14.6% | Added |
| Disciplined Investments, LLC | 10,575 | $374.4K | 0.22% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,606 | $375.5K | 0.01% | +1,252+13.4% | Added |
| Golden State Equity Partners | 10,680 | $378.1K | 0.09% | −49−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 10,685 | $378.2K | 0.02% | +2,069+24.0% | Added |
| BSW Wealth Partners | 10,687 | $378.3K | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 10,698 | $378.7K | 0.13% | +21+0.2% | Added |
| Alps Advisors Inc | 10,712 | $379.2K | 0.00% | −4,545−29.8% | Reduced |
| Capital Markets Trading UK LLP | 10,736 | $380.0K | 0.28% | +10,736 | New |
| Atlas Capital Advisors LLC | 10,759 | $380.9K | 0.06% | +5,779+116.0% | Added |
| FinTrust Capital Advisors, LLC | 10,761 | $380.9K | 0.08% | −194−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,771 | $381.3K | 0.00% | −3,162−22.7% | Reduced |
| Fiduciary Trust Co | 10,914 | $386.4K | 0.01% | −59−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 10,919 | $386.5K | 0.12% | +199+1.9% | Added |
| SS&H Financial Advisors, Inc. | 10,980 | $389.0K | 0.16% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 11,000 | $389.4K | 0.56% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11,026 | $390.3K | 0.05% | +128+1.2% | Added |
| Grey Street Capital, LLC | 11,042 | $390.9K | 0.19% | +67+0.6% | Added |
| Peddock Capital Advisors, LLC | 11,044 | $391.0K | 0.12% | 00.0% | Unchanged |
| Plancorp, LLC | 11,057 | $391.4K | 0.02% | −154−1.4% | Reduced |
| Pictet Bank & Trust Ltd | 11,060 | $391.5K | 0.40% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,067 | $391.8K | 0.12% | −659−5.6% | Reduced |
| MidWestOne Financial Group, Inc. | 11,071 | $391.9K | 0.07% | −2,306−17.2% | Reduced |
| Covenant Partners, LLC | 11,080 | $392.2K | 0.12% | −7,427−40.1% | Reduced |
| Wunderlich Capital Managemnt | 11,101 | $393.0K | 0.18% | +100+0.9% | Added |
| Advisor Resource Council | 11,111 | $393.3K | 0.05% | +11,111 | New |
| StoneX Group Inc. | 11,135 | $394.2K | 0.04% | −5,375−32.6% | Reduced |
| Trust Point Inc. | 11,242 | $398.0K | 0.03% | +11,242 | New |
| FDx Advisors, Inc. | 11,255 | $398.0K | 0.03% | −2,491−18.1% | Reduced |
| Sage Rhino Capital LLC | 11,250 | $398.2K | 0.10% | −139−1.2% | Reduced |
| Arbor Capital Management Inc | 11,087 | $399.1K | 0.30% | +1,241+12.6% | Added |
| Aptus Capital Advisors, LLC | 11,315 | $400.6K | 0.01% | +679+6.4% | Added |
| Country Club Bank | 11,358 | $401.3K | 0.03% | +27+0.2% | Added |
| BKD Wealth Advisors, LLC | 11,345 | $401.6K | 0.01% | −842−6.9% | Reduced |
| LM Advisors LLC | 11,377 | $402.7K | 0.08% | +11,377 | New |
| Accurate Wealth Management, LLC | 11,638 | $402.8K | 0.13% | −53−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 11,381 | $402.9K | 0.01% | +512+4.7% | Added |
| Keystone Financial Group | 11,384 | $403.0K | 0.07% | +225+2.0% | Added |
| Spire Wealth Management | 11,913 | $403.2K | 0.01% | −235−1.9% | Reduced |
| Augustine Asset Management Inc | 11,404 | $403.7K | 0.18% | −1,599−12.3% | Reduced |
| KLCM Advisors, Inc. | 11,479 | $406.3K | 0.06% | −977−7.8% | Reduced |
| Resources Investment Advisors, LLC. | 11,557 | $409.1K | 0.01% | −218−1.9% | Reduced |
| Headlands Technologies LLC | 11,558 | $409.2K | 0.12% | −5,347−31.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,606 | $410.9K | 0.01% | −14,081−54.8% | Reduced |
| Ar Asset Management Inc | 11,642 | $412.0K | 0.11% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 11,707 | $414.4K | 0.23% | +86+0.7% | Added |
| Imprint Wealth LLC | 11,713 | $414.6K | 0.33% | +115+1.0% | Added |
| Reitz Capital Advisors LLC | 11,745 | $415.8K | 0.74% | −2,900−19.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,932 | $422.4K | 0.08% | −2,680−18.3% | Reduced |
| Centaurus Financial, Inc. | 11,990 | $424.0K | 0.03% | −551−4.4% | Reduced |
| Northeast Investment Management | 11,997 | $424.7K | 0.02% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 12,000 | $424.8K | 0.00% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 12,000 | $425.0K | 0.28% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 12,056 | $426.8K | 0.44% | +51+0.4% | Added |
| Gladstone Institutional Advisory LLC | 12,104 | $428.5K | 0.02% | +4,638+62.1% | Added |
| Krilogy Financial LLC | 12,149 | $430.1K | 0.04% | −193−1.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,160 | $430.5K | 0.14% | +256+2.2% | Added |
| Fruth Investment Management | 12,192 | $431.0K | 0.12% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 12,237 | $433.2K | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,284 | $434.8K | 0.01% | −3,368−21.5% | Reduced |
| Portman Square Capital LLP | 12,314 | $435.9K | 0.08% | +12,314 | New |
| Argent Trust Co | 12,321 | $436.2K | 0.02% | −400−3.1% | Reduced |
| M Holdings Securities, Inc. | 12,499 | $442.0K | 0.05% | +16+0.1% | Added |
| Independent Financial Group, LLC | 12,533 | $443.7K | 0.02% | +1,029+8.9% | Added |
| Ethic Inc. | 12,736 | $450.8K | 0.01% | +5,950+87.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,739 | $451.0K | 0.01% | +5,577+77.9% | Added |
| Chicago Partners Investment Group LLC | 13,114 | $453.2K | 0.02% | −246−1.8% | Reduced |
| Summit Global Investments | 12,866 | $455.0K | 0.03% | −156−1.2% | Reduced |
| Roberts Glore & Co Inc | 12,896 | $456.5K | 0.14% | 00.0% | Unchanged |
| Sentry LLC | 12,920 | $457.4K | 0.10% | 00.0% | Unchanged |
| Bay Rivers Group | 13,000 | $460.2K | 0.29% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 13,019 | $460.9K | 0.19% | −202−1.5% | Reduced |
| King Luther Capital Management Corp | 13,037 | $461.5K | 0.00% | −2,049−13.6% | Reduced |
| Leonteq Securities AG | 13,040 | $461.6K | 0.06% | −1,377−9.6% | Reduced |
| Herold Advisors, Inc. | 13,040 | $461.7K | 0.13% | +578+4.6% | Added |