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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 18,877 | $668.2K | 0.04% | +144+0.8% | Added |
| Oxinas Partners Wealth Management LLC | 18,949 | $670.8K | 0.48% | −3,349−15.0% | Reduced |
| Grandfield & Dodd, LLC | 18,968 | $671.5K | 0.05% | −359−1.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,971 | $671.6K | 0.38% | −82−0.4% | Reduced |
| Greenleaf Trust | 19,014 | $673.1K | 0.01% | +86+0.5% | Added |
| MQS Management LLC | 19,109 | $676.5K | 0.38% | +19,109 | New |
| Thrivent Financial for Lutherans | 19,144 | $677.0K | 0.00% | −1,672,842−98.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,438 | $688.1K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 19,599 | $693.8K | 0.03% | +2,907+17.4% | Added |
| Louisbourg Investments Inc. | 19,680 | $696.7K | 0.21% | +19,680 | New |
| Atom Investors LP | 19,706 | $697.6K | 0.12% | +19,706 | New |
| Quinn Opportunity Partners LLC | 20,000 | $708.0K | 0.08% | 00.0% | Unchanged |
| Range Financial Group LLC | 20,108 | $711.8K | 0.43% | −440−2.1% | Reduced |
| Courier Capital LLC | 20,110 | $711.9K | 0.05% | −308−1.5% | Reduced |
| Nilsine Partners, LLC | 20,357 | $720.6K | 0.11% | +10,584+108.3% | Added |
| J.W. Cole Advisors, Inc. | 20,365 | $720.9K | 0.04% | +236+1.2% | Added |
| Hilltop Holdings Inc. | 20,513 | $726.1K | 0.08% | +7,697+60.1% | Added |
| Pacific Global Investment Management CO | 20,705 | $733.0K | 0.15% | +1,322+6.8% | Added |
| Checchi Capital Advisers, LLC | 20,710 | $733.1K | 0.06% | −579−2.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,715 | $733.3K | 0.12% | +345+1.7% | Added |
| Linscomb & Williams, Inc. | 20,784 | $735.8K | 0.04% | −2,966−12.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 20,849 | $737.0K | 0.33% | −702−3.3% | Reduced |
| Johnson Investment Counsel Inc | 20,878 | $739.1K | 0.01% | −679−3.1% | Reduced |
| Wesbanco Bank Inc | 20,936 | $741.1K | 0.04% | −4,591−18.0% | Reduced |
| ARS Investment Partners, LLC | 21,030 | $744.5K | 0.08% | −6,210−22.8% | Reduced |
| Oak Harvest Investment Services | 21,165 | $749.2K | 0.15% | +244+1.2% | Added |
| Glenview Trust Co | 21,268 | $752.9K | 0.02% | +2,003+10.4% | Added |
| Balboa Wealth Partners | 21,473 | $760.1K | 0.25% | −1,461−6.4% | Reduced |
| Osborne Partners Capital Management, LLC | 21,477 | $760.3K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 21,554 | $763.0K | 0.07% | −12,621−36.9% | Reduced |
| Wittenberg Investment Management, Inc. | 21,600 | $764.6K | 0.27% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,619 | $765.3K | 0.41% | 00.0% | Unchanged |
| Rossmore Private Capital | 21,656 | $766.6K | 0.11% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 21,753 | $770.1K | 0.45% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 21,803 | $771.8K | 0.06% | −7,983−26.8% | Reduced |
| Dynamic Advisor Solutions LLC | 21,458 | $773.1K | 0.03% | −1,961−8.4% | Reduced |
| Winning Points Advisors, LLC | 21,871 | $774.2K | 1.19% | +2,573+13.3% | Added |
| Synovus Financial Corp | 21,866 | $774.3K | 0.01% | −2,332−9.6% | Reduced |
| Avidian Wealth Solutions, LLC | 22,159 | $784.4K | 0.05% | −320−1.4% | Reduced |
| John G Ullman & Associates Inc | 22,200 | $785.9K | 0.12% | −100−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 22,219 | $786.6K | 0.03% | +1,570+7.6% | Added |
| Founders Financial Alliance, LLC | 22,238 | $787.2K | 0.31% | +357+1.6% | Added |
| Prudential Financial Inc | 22,277 | $788.6K | 0.00% | −1,067−4.6% | Reduced |
| Mather Group, LLC. | 22,422 | $793.7K | 0.01% | −272−1.2% | Reduced |
| J. Goldman & Co LP | 22,500 | $796.5K | 0.04% | +22,500 | New |
| GeoWealth Management, LLC | 22,543 | $798.0K | 0.07% | +16,573+277.6% | Added |
| Principal Securities, Inc. | 22,561 | $798.7K | 0.03% | +22,561 | New |
| Modern Wealth Management, LLC | 22,673 | $802.6K | 0.10% | +22,673 | New |
| Lindbrook Capital, LLC | 22,688 | $803.2K | 0.08% | −893−3.8% | Reduced |
| Quadrant Capital Group LLC | 22,724 | $804.4K | 0.07% | −165−0.7% | Reduced |
| Forum Financial Management, LP | 23,005 | $814.4K | 0.02% | +410+1.8% | Added |
| Monarch Capital Management Inc | 23,168 | $820.1K | 0.25% | −1,600−6.5% | Reduced |
| Donoghue Forlines LLC | 23,202 | $821.4K | 0.26% | −621−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 23,295 | $824.6K | 0.33% | 00.0% | Unchanged |
| Howland Capital Management LLC | 23,310 | $825.2K | 0.04% | −2,542−9.8% | Reduced |
| Savant Capital, LLC | 23,857 | $844.5K | 0.01% | −1,170−4.7% | Reduced |
| Csenge Advisory Group | 23,919 | $846.8K | 0.05% | −1,771−6.9% | Reduced |
| XTX Topco Ltd | 23,930 | $847.1K | 0.19% | −2,459−9.3% | Reduced |
| Martin Investment Management, LLC | 23,960 | $848.2K | 0.25% | −9,580−28.6% | Reduced |
| Vident Advisory, LLC | 24,180 | $856.0K | 0.02% | +3,123+14.8% | Added |
| Smith Group Asset Management, LLC | 24,579 | $870.1K | 0.05% | +24,579 | New |
| Umb Bank N A | 24,601 | $870.9K | 0.01% | −926−3.6% | Reduced |
| BFSG, LLC | 24,675 | $873.5K | 0.13% | −360−1.4% | Reduced |
| GYL Financial Synergies, LLC | 24,891 | $881.1K | 0.07% | −2,288−8.4% | Reduced |
| Pitti Group Wealth Management, LLC | 25,127 | $889.5K | 0.97% | −258−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 25,288 | $895.2K | 0.07% | −1,207−4.6% | Reduced |
| Foster & Motley Inc | 25,449 | $901.0K | 0.07% | −520−2.0% | Reduced |
| Capital Investment Advisory Services, LLC | 25,457 | $901.2K | 0.08% | −659−2.5% | Reduced |
| Mengis Capital Management, Inc. | 25,469 | $901.6K | 0.17% | −67−0.3% | Reduced |
| Cozad Asset Management Inc | 25,536 | $904.0K | 0.10% | −1,027−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 25,722 | $910.6K | 0.35% | −201−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 25,757 | $911.8K | 0.24% | −600−2.3% | Reduced |
| Garde Capital, Inc. | 25,796 | $913.0K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 25,913 | $917.3K | 0.02% | −18−0.1% | Reduced |
| Rhumbline Advisers | 26,138 | $925.3K | 0.00% | +233+0.9% | Added |
| Heritage Trust Co | 26,173 | $926.5K | 0.13% | +600+2.3% | Added |
| Zions Bancorporation, N.A. | 26,221 | $928.2K | 0.06% | +5,718+27.9% | Added |
| Beacon Financial Advisory LLC | 26,363 | $933.2K | 0.45% | +41+0.2% | Added |
| Vertex Planning Partners, LLC | 26,456 | $936.5K | 0.28% | +26,456 | New |
| Sabal Trust CO | 26,458 | $936.6K | 0.06% | −3,334−11.2% | Reduced |
| Strategic Global Advisors, LLC | 26,474 | $937.2K | 0.21% | +3,930+17.4% | Added |
| Snowden Capital Advisors LLC | 26,498 | $938.0K | 0.04% | −2,617−9.0% | Reduced |
| First American Bank | 26,589 | $941.3K | 0.08% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 26,665 | $943.9K | 0.62% | +26,665 | New |
| MAI Capital Management | 26,951 | $954.1K | 0.01% | −1,799−6.3% | Reduced |
| Tiaa Trust, National Association | 27,433 | $971.1K | 0.00% | −1,546−5.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 27,516 | $974.1K | 0.30% | +18,099+192.2% | Added |
| Insigneo Advisory Services, LLC | 27,552 | $975.3K | 0.14% | +11,687+73.7% | Added |
| First Financial Bank - Trust Division | 28,340 | $1.00M | 0.10% | −527−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 28,505 | $1.01M | 0.01% | +2,737+10.6% | Added |
| Sowell Financial Services LLC | 28,849 | $1.02M | 0.06% | +1,588+5.8% | Added |
| Wolverine Trading, LLC | 28,847 | $1.02M | 0.01% | +10,296+55.5% | Added |
| Associated Banc-Corp | 29,007 | $1.03M | 0.04% | −3,174−9.9% | Reduced |
| Stableford Capital II LLC | 29,839 | $1.03M | 0.44% | −1,829−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 29,626 | $1.04M | 0.00% | +29,626 | New |
| Greenwood Capital Associates LLC | 29,506 | $1.04M | 0.14% | +1,038+3.6% | Added |
| Chicago Capital, LLC | 29,527 | $1.05M | 0.04% | −1,312−4.3% | Reduced |
| 1st Source Bank | 29,639 | $1.05M | 0.06% | −880−2.9% | Reduced |
| SYSTM Wealth Solutions LLC | 29,645 | $1.05M | 0.15% | +824+2.9% | Added |
| Intrua Financial, LLC | 29,649 | $1.05M | 0.16% | +744+2.6% | Added |