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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 1,689 | $59.8K | 0.01% | +41+2.5% | Added |
| Norwood Financial Corp | 1,670 | $59.1K | 0.09% | −125−7.0% | Reduced |
| Nemes Rush Group LLC | 1,651 | $58.5K | 0.01% | +15+0.9% | Added |
| RFP Financial Group LLC | 1,648 | $58.3K | 0.02% | +275+20.0% | Added |
| CNB Bank | 1,626 | $57.6K | 0.03% | +150+10.2% | Added |
| Barrett & Company, Inc. | 1,597 | $56.5K | 0.03% | +2+0.1% | Added |
| Harbor Investment Advisory, LLC | 1,588 | $56.2K | 0.01% | +1,060+200.8% | Added |
| Bogart Wealth, LLC | 1,579 | $55.9K | 0.00% | −619−28.2% | Reduced |
| Tennessee Valley Asset Management Partners | 1,562 | $55.3K | 0.01% | +1,562 | New |
| S.A. Mason LLC | 1,555 | $55.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,543 | $54.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,534 | $54.3K | 0.02% | −503−24.7% | Reduced |
| Compass Wealth Management LLC | 1,534 | $54.3K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,541 | $54.0K | 0.02% | −1,300−45.8% | Reduced |
| First Command Advisory Services, Inc. | 1,511 | $53.5K | 0.00% | −421−21.8% | Reduced |
| Basso Capital Management, L.P. | 1,500 | $53.1K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,417 | $50.2K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,400 | $49.6K | 0.02% | +75+5.7% | Added |
| Beacon Capital Management, LLC | 1,245 | $48.2K | 0.01% | −1,468−54.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,361 | $48.2K | 0.02% | −12−0.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,358 | $48.0K | 0.03% | +2+0.1% | Added |
| Institutional & Family Asset Management, LLC | 1,355 | $48.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,314 | $47.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,310 | $46.4K | 0.01% | +253+23.9% | Added |
| Impact Partnership Wealth, LLC | 1,300 | $46.0K | 0.02% | −859−39.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,298 | $45.9K | 0.04% | +1,298 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,277 | $45.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,270 | $45.0K | 0.04% | +1,270 | New |
| Kelly Lawrence W & Associates Inc | 1,231 | $43.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,195 | $42.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,199 | $42.0K | 0.01% | +350+41.2% | Added |
| Northwest Financial Advisors | 1,158 | $41.0K | 0.03% | +1,158 | New |
| Bangor Savings Bank | 1,151 | $40.7K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,129 | $40.0K | 0.03% | +962+576.0% | Added |
| Concord Wealth Partners | 1,123 | $39.7K | 0.01% | +8+0.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,120 | $39.6K | 0.00% | +1,120 | New |
| 1832 Asset Management L.P. | 1,108 | $39.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,099 | $38.9K | 0.01% | +5+0.5% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,095 | $38.8K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,072 | $38.0K | 0.01% | +18+1.7% | Added |
| Parkside Financial Bank & Trust | 1,068 | $37.8K | 0.01% | +104+10.8% | Added |
| Pacifica Partners Inc. | 1,060 | $37.4K | 0.02% | +660+165.0% | Added |
| Salem Investment Counselors Inc | 1,020 | $36.1K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,000 | $35.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,000 | $35.4K | 0.01% | +1,000 | New |
| Johnson Financial Group, Inc. | 977 | $34.6K | 0.00% | +443+83.0% | Added |
| GHP Investment Advisors, Inc. | 937 | $33.2K | 0.00% | +6+0.6% | Added |
| First United Bank Trust | 930 | $32.9K | 0.01% | +930 | New |
| Indiana Trust & Investment Management CO | 910 | $32.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 882 | $31.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 865 | $30.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 857 | $30.3K | 0.02% | −138−13.9% | Reduced |
| Global Financial Private Client, LLC | 852 | $30.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 839 | $29.7K | 0.02% | −525−38.5% | Reduced |
| Ruedi Wealth Management, Inc. | 824 | $29.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 800 | $28.3K | 0.00% | −750−48.4% | Reduced |
| Hoertkorn Richard Charles | 800 | $28.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 788 | $28.0K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 775 | $27.4K | 0.03% | +775 | New |
| SOA Wealth Advisors, LLC. | 765 | $27.1K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 759 | $26.9K | 0.02% | −20−2.6% | Reduced |
| REAP Financial Group, LLC | 752 | $26.6K | 0.01% | +752 | New |
| Miller Wealth Advisors, LLC | 746 | $26.4K | 0.02% | +7+0.9% | Added |
| Colonial Trust Co | 746 | $26.4K | 0.01% | −2−0.3% | Reduced |
| Community Bank, N.A. | 738 | $26.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 720 | $25.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 716 | $25.3K | 0.02% | +716 | New |
| Independence Bank of Kentucky | 700 | $24.8K | 0.01% | −650−48.1% | Reduced |
| Pinnacle Bancorp, Inc. | 690 | $24.4K | 0.01% | −277−28.6% | Reduced |
| Lee Financial Co | 690 | $24.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 685 | $24.2K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 682 | $24.1K | 0.02% | +682 | New |
| Financial Perspectives, Inc | 680 | $24.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 680 | $24.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 655 | $23.2K | 0.00% | +315+92.6% | Added |
| Arlington Trust Co LLC | 647 | $22.9K | 0.01% | +647 | New |
| Coppell Advisory Solutions LLC | 632 | $22.4K | 0.00% | +549+661.4% | Added |
| Glen Eagle Advisors, LLC | 614 | $21.7K | 0.00% | +3+0.5% | Added |
| Arlington Partners LLC | 594 | $21.0K | 0.01% | +594 | New |
| Operose Advisors LLC | 567 | $20.1K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 575 | $20.0K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 500 | $19.4K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 528 | $19.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 547 | $19.0K | 0.01% | +4+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 545 | $19.0K | 0.01% | +250+84.7% | Added |
| Financial Management Professionals, Inc. | 496 | $18.0K | 0.00% | −292−37.1% | Reduced |
| Lowe Wealth Advisors, LLC | 500 | $17.7K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 500 | $17.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 500 | $17.7K | 0.00% | +500 | New |
| Kelly Financial Services LLC | 500 | $17.7K | 0.01% | +5+1.0% | Added |
| DHJJ Financial Advisors, Ltd. | 483 | $17.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 463 | $16.4K | 0.00% | +463 | New |
| Bare Financial Services, Inc | 459 | $16.2K | 0.03% | +459 | New |
| Motco | 440 | $15.6K | 0.00% | −164−27.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 437 | $15.5K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 428 | $15.2K | 0.01% | +428 | New |
| Federated Hermes, Inc. | 419 | $14.8K | 0.00% | +309+280.9% | Added |
| NewSquare Capital LLC | 406 | $14.4K | 0.00% | +404+20,200.0% | Added |
| MB, Levis & Associates, LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 400 | $14.2K | 0.01% | +400 | New |