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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 13,133 | $464.9K | 0.09% | +246+1.9% | Added |
| Proequities, Inc. | 13,137 | $465.0K | 0.03% | +761+6.1% | Added |
| Pitcairn Co | 13,169 | $466.2K | 0.03% | +5,003+61.3% | Added |
| EverSource Wealth Advisors, LLC | 13,245 | $468.9K | 0.04% | +333+2.6% | Added |
| IHT Wealth Management, LLC | 13,258 | $469.3K | 0.02% | −5,585−29.6% | Reduced |
| RNC Capital Management LLC | 13,317 | $471.4K | 0.03% | −50−0.4% | Reduced |
| Strategic Blueprint, LLC | 13,324 | $471.7K | 0.04% | −1,221−8.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 13,336 | $472.1K | 0.09% | −227−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 13,408 | $474.6K | 0.07% | +2,626+24.4% | Added |
| Whittier Trust Co | 13,432 | $475.4K | 0.01% | +362+2.8% | Added |
| HB Wealth Management, LLC | 13,471 | $476.9K | 0.01% | +979+7.8% | Added |
| Goodman Financial Corp | 13,477 | $477.1K | 0.13% | 00.0% | Unchanged |
| White Wing Wealth Management | 13,481 | $477.6K | 0.44% | +13,481 | New |
| Burford Brothers, Inc. | 13,499 | $477.9K | 0.34% | +13,499 | New |
| Wagner Wealth Management, LLC | 13,579 | $480.7K | 0.16% | −348−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,638 | $482.8K | 0.04% | −17,251−55.8% | Reduced |
| Capital Investment Advisors, LLC | 13,705 | $485.1K | 0.01% | −435−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,870 | $491.0K | 0.05% | +13,870 | New |
| Kanawha Capital Management LLC | 13,888 | $491.6K | 0.05% | −271−1.9% | Reduced |
| WCG Wealth Advisors LLC | 13,893 | $492.0K | 0.04% | +13,893 | New |
| Chicago Trust Co NA | 13,902 | $492.1K | 0.11% | −5,659−28.9% | Reduced |
| Cullinan Associates Inc | 14,000 | $495.6K | 0.03% | −289−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 12,852 | $497.0K | 0.01% | −7,642−37.3% | Reduced |
| HM Payson & Co | 14,061 | $497.8K | 0.01% | −1,764−11.1% | Reduced |
| Investors Research Corp | 14,095 | $499.0K | 0.12% | −25−0.2% | Reduced |
| Wintrust Investments LLC | 14,082 | $499.0K | 0.05% | −2,323−14.2% | Reduced |
| Allen Capital Group, LLC | 14,111 | $499.5K | 0.08% | +237+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,132 | $500.3K | 0.00% | −179−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 14,227 | $503.6K | 0.10% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,325 | $507.1K | 0.05% | +30.0% | Added |
| Daymark Wealth Partners, LLC | 14,332 | $507.4K | 0.03% | +691+5.1% | Added |
| Cubic Asset Management, LLC | 14,480 | $512.6K | 0.13% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 14,546 | $514.9K | 0.25% | −1,072−6.9% | Reduced |
| Hantz Financial Services, Inc. | 14,555 | $515.0K | 0.01% | +16+0.1% | Added |
| Karpas Strategies, LLC | 14,584 | $516.3K | 0.17% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,652 | $518.7K | 0.12% | +1,736+13.4% | Added |
| Atomi Financial Group, Inc. | 14,764 | $522.7K | 0.07% | +14,764 | New |
| Geneos Wealth Management Inc. | 14,787 | $523.5K | 0.03% | −2,758−15.7% | Reduced |
| Busey Wealth Management | 14,799 | $523.9K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 14,807 | $524.2K | 0.09% | −250−1.7% | Reduced |
| Mairs & Power Inc | 14,850 | $525.7K | 0.01% | −750−4.8% | Reduced |
| Holderness Investments Co | 14,890 | $527.1K | 0.14% | +9,473+174.9% | Added |
| Texas Yale Capital Corp. | 14,991 | $530.7K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 14,992 | $530.7K | 0.02% | −368−2.4% | Reduced |
| Iat Reinsurance Co Ltd. | 15,000 | $531.0K | 0.10% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 15,041 | $532.5K | 0.22% | −12,567−45.5% | Reduced |
| Venturi Wealth Management, LLC | 15,064 | $533.3K | 0.04% | +3,246+27.5% | Added |
| Merit Financial Group, LLC | 15,116 | $535.1K | 0.02% | −70.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,157 | $536.6K | 0.05% | −161−1.1% | Reduced |
| Weinberger Asset Management, Inc | 15,169 | $537.0K | 0.28% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 15,203 | $538.2K | 0.27% | +15,203 | New |
| NBC Securities, Inc. | 15,317 | $542.0K | 0.05% | −1,150−7.0% | Reduced |
| American National Bank | 15,384 | $544.6K | 0.09% | +85+0.6% | Added |
| Patten & Patten Inc | 15,414 | $545.6K | 0.04% | −791−4.9% | Reduced |
| Bessemer Group Inc | 15,434 | $546.0K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 15,460 | $547.3K | 0.12% | +627+4.2% | Added |
| Allegheny Financial Group LTD | 15,460 | $547.3K | 0.18% | +2,656+20.7% | Added |
| Raelipskie Partnership | 15,583 | $551.6K | 0.34% | +15,583 | New |
| LVW Advisors, LLC | 15,614 | $552.7K | 0.10% | +2,758+21.5% | Added |
| Williams Jones Wealth Management, LLC. | 15,622 | $553.0K | 0.01% | −681−4.2% | Reduced |
| Elgethun Capital Management | 15,686 | $554.9K | 0.16% | +395+2.6% | Added |
| Clarius Group, LLC | 15,818 | $560.0K | 0.05% | +1,827+13.1% | Added |
| West Family Investments, Inc. | 15,927 | $563.8K | 0.19% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 15,973 | $565.4K | 0.30% | +461+3.0% | Added |
| Crumly & Associates Inc. | 16,113 | $570.4K | 0.17% | −983−5.7% | Reduced |
| Aull & Monroe Investment Management Corp | 16,132 | $571.1K | 0.28% | −151−0.9% | Reduced |
| David Loasby | 15,866 | $571.7K | 0.06% | −599−3.6% | Reduced |
| Jackson Square Capital, LLC | 16,263 | $575.7K | 0.19% | −1,236−7.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 16,250 | $575.7K | 0.06% | +6,250+62.5% | Added |
| Edgestream Partners, L.P. | 16,303 | $577.1K | 0.04% | −3,109−16.0% | Reduced |
| Fiduciary Alliance LLC | 16,395 | $580.4K | 0.11% | +200+1.2% | Added |
| Catalytic Wealth RIA, LLC | 16,873 | $597.3K | 0.27% | +16,873 | New |
| Syon Capital LLC | 16,884 | $597.7K | 0.06% | −215−1.3% | Reduced |
| Archer Investment Corp | 16,884 | $597.7K | 0.19% | +70.0% | Added |
| North Star Investment Management Corp. | 16,966 | $600.6K | 0.05% | −204−1.2% | Reduced |
| Fort Point Capital Partners LLC | 17,057 | $603.8K | 0.09% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 17,139 | $606.7K | 0.02% | +17,139 | New |
| Cowa, LLC | 17,360 | $614.5K | 0.38% | −410−2.3% | Reduced |
| Baxter Bros Inc | 17,372 | $615.0K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 17,470 | $618.4K | 0.05% | −392−2.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 17,531 | $620.6K | 0.56% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,579 | $622.3K | 0.03% | +17,579 | New |
| Wellington Shields & Co., LLC | 17,619 | $623.7K | 0.23% | −300−1.7% | Reduced |
| Susquehanna International Group, LLP | 17,670 | $625.5K | 0.00% | −141,017−88.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,726 | $627.3K | 0.02% | +36+0.2% | Added |
| IFG Advisory, LLC | 17,942 | $635.2K | 0.05% | +1,520+9.3% | Added |
| Morningstar Investment Services LLC | 18,015 | $636.0K | 0.00% | +9,209+104.6% | Added |
| Mission Wealth Management, LP | 17,981 | $636.5K | 0.02% | +627+3.6% | Added |
| InTrack Investment Management Inc | 18,097 | $640.6K | 0.48% | +735+4.2% | Added |
| Onyx Bridge Wealth Group LLC | 18,150 | $642.5K | 0.13% | −196−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,264 | $646.6K | 0.01% | +4,779+35.4% | Added |
| Mill Capital Management, LLC | 18,276 | $647.0K | 0.06% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 18,311 | $648.2K | 0.12% | −133,522−87.9% | Reduced |
| Westwood Holdings Group Inc. | 18,370 | $650.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 18,366 | $650.1K | 0.01% | −2,267−11.0% | Reduced |
| Legacy Financial Advisors, Inc. | 18,383 | $650.8K | 0.12% | −1,201−6.1% | Reduced |
| Cornerstone Wealth Management, LLC | 18,522 | $655.7K | 0.06% | −12,701−40.7% | Reduced |
| First Hawaiian Bank | 18,718 | $662.6K | 0.02% | −20−0.1% | Reduced |
| Edge Wealth Management LLC | 18,825 | $666.4K | 0.15% | −5,141−21.5% | Reduced |
| Equitable Trust Co | 18,857 | $667.5K | 0.05% | −787−4.0% | Reduced |