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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 46,822 | $1.66M | 0.01% | +3,629+8.4% | Added |
| Oak Family Advisors, LLC | 46,610 | $1.65M | 0.69% | −34,924−42.8% | Reduced |
| Bank of New Hampshire | 45,914 | $1.63M | 0.46% | +350+0.8% | Added |
| Valeo Financial Advisors, LLC | 45,098 | $1.60M | 0.06% | −6,366−12.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,080 | $1.60M | 0.02% | +3,789+9.2% | Added |
| Insight Inv LLC | 44,970 | $1.59M | 1.56% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 44,632 | $1.58M | 0.65% | +236+0.5% | Added |
| Burney Co | 43,808 | $1.55M | 0.07% | −274−0.6% | Reduced |
| Lincoln National Corp | 43,660 | $1.55M | 0.03% | +7,565+21.0% | Added |
| Investors Asset Management of Georgia Inc | 43,585 | $1.55M | 0.78% | +434+1.0% | Added |
| National Asset Management, Inc. | 43,265 | $1.53M | 0.04% | −63−0.1% | Reduced |
| Apollon Wealth Management, LLC | 42,919 | $1.52M | 0.05% | +5,902+15.9% | Added |
| Schechter Investment Advisors, LLC | 42,546 | $1.51M | 0.13% | +2,255+5.6% | Added |
| Ameritas Advisory Services, LLC | 42,306 | $1.50M | 0.08% | −18,891−30.9% | Reduced |
| Harbour Investments, Inc. | 42,366 | $1.50M | 0.06% | +2,750+6.9% | Added |
| Walleye Trading LLC | 42,274 | $1.50M | 0.02% | +42,274 | New |
| Vise Technologies, Inc. | 41,992 | $1.49M | 0.32% | +265+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 41,802 | $1.48M | 0.03% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 38,740 | $1.48M | 1.20% | +4,885+14.4% | Added |
| Cutler Group LP | 41,551 | $1.47M | 0.20% | +8,369+25.2% | Added |
| Prosperitas Financial LLC | 41,490 | $1.47M | 1.08% | +4,091+10.9% | Added |
| International Assets Investment Management, LLC | 41,233 | $1.46M | 0.19% | +103+0.3% | Added |
| Parsons Capital Management Inc | 41,139 | $1.46M | 0.10% | −547−1.3% | Reduced |
| Global Retirement Partners, LLC | 42,218 | $1.45M | 0.06% | −436−1.0% | Reduced |
| SG Americas Securities, LLC | 40,699 | $1.44M | 0.02% | +40,699 | New |
| APG Asset Management N.V. | 44,846 | $1.44M | 0.00% | +44,846 | New |
| Adviser Investments LLC | 40,485 | $1.43M | 0.02% | +26,917+198.4% | Added |
| CAPROCK Group, Inc. | 40,460 | $1.43M | 0.09% | −4,129−9.3% | Reduced |
| Stock Yards Bank & Trust Co | 40,350 | $1.43M | 0.05% | −647−1.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 40,000 | $1.42M | 0.00% | +10,000+33.3% | Added |
| Harvest Portfolios Group Inc. | 39,814 | $1.41M | 0.06% | −4,248−9.6% | Reduced |
| Transcend Wealth Collective, LLC | 39,205 | $1.39M | 0.12% | +1,402+3.7% | Added |
| Perfromance Wealth Partners, LLC | 39,200 | $1.39M | 0.06% | 00.0% | Unchanged |
| WP Advisors, LLC | 39,126 | $1.39M | 0.51% | −2,995−7.1% | Reduced |
| Altman Advisors, Inc. | 39,113 | $1.38M | 0.73% | +461+1.2% | Added |
| Creative Financial Designs Inc | 39,053 | $1.38M | 0.14% | +806+2.1% | Added |
| Wedbush Securities Inc | 38,715 | $1.37M | 0.06% | +603+1.6% | Added |
| SeaCrest Wealth Management, LLC | 37,928 | $1.37M | 0.17% | −1,098−2.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,492 | $1.36M | 0.13% | −64−0.2% | Reduced |
| Venture Visionary Partners LLC | 38,357 | $1.36M | 0.07% | −877−2.2% | Reduced |
| Concentric Capital Strategies, LP | 38,201 | $1.35M | 0.18% | +38,201 | New |
| Stephens Inc | 38,179 | $1.35M | 0.02% | −2,551−6.3% | Reduced |
| Meridian Wealth Management, LLC | 37,248 | $1.32M | 0.08% | −35,958−49.1% | Reduced |
| First Financial Corp | 37,046 | $1.31M | 0.67% | −200−0.5% | Reduced |
| Steward Partners Investment Solutions, LLC | 36,896 | $1.31M | 0.54% | +36,896 | New |
| Qtron Investments LLC | 36,733 | $1.30M | 0.21% | −5,939−13.9% | Reduced |
| Royal Fund Management, LLC | 36,500 | $1.29M | 0.16% | +1,708+4.9% | Added |
| Integrated Wealth Concepts LLC | 36,383 | $1.29M | 0.02% | −3,251−8.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 36,120 | $1.28M | 0.16% | +722+2.0% | Added |
| Verdence Capital Advisors LLC | 36,059 | $1.28M | 0.12% | +1,936+5.7% | Added |
| Sigma Planning Corp | 35,430 | $1.25M | 0.10% | −24,622−41.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 35,272 | $1.25M | 0.02% | −13,213−27.3% | Reduced |
| Credential Qtrade Securities Inc. | 35,202 | $1.25M | 0.07% | −1,080−3.0% | Reduced |
| Hartree Partners, LP | 35,000 | $1.24M | 0.45% | +35,000 | New |
| We Are One Seven, LLC | 34,996 | $1.24M | 0.07% | +704+2.1% | Added |
| Autumn Glory Partners, LLC | 36,121 | $1.24M | 0.71% | +170+0.5% | Added |
| Norden Group LLC | 34,816 | $1.23M | 0.21% | +34,816 | New |
| Signaturefd, LLC | 34,514 | $1.22M | 0.03% | −1,136−3.2% | Reduced |
| Awm Capital, LLC | 34,313 | $1.21M | 0.22% | +34,313 | New |
| Mutual Advisors, LLC | 34,240 | $1.21M | 0.04% | −3,384−9.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,077 | $1.21M | 0.05% | +2,891+9.3% | Added |
| CMT Capital Markets Trading GmbH | 34,000 | $1.20M | 0.85% | +34,000 | New |
| Bluefin Capital Management, LLC | 33,800 | $1.19M | 0.11% | +15,100+80.7% | Added |
| Ausdal Financial Partners, Inc. | 33,504 | $1.19M | 0.15% | +1,809+5.7% | Added |
| Equitable Holdings, Inc. | 33,374 | $1.18M | 0.01% | −5,820−14.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 33,363 | $1.18M | 0.25% | +2,768+9.0% | Added |
| Wetherby Asset Management Inc | 33,183 | $1.17M | 0.06% | −683−2.0% | Reduced |
| Ativo Capital Management LLC | 33,151 | $1.17M | 1.25% | +33,151 | New |
| Jones Financial Companies LLLP | 32,900 | $1.16M | 0.00% | +1,090+3.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,584 | $1.15M | 0.11% | −24,173−42.6% | Reduced |
| Guggenheim Capital LLC | 32,390 | $1.15M | 0.01% | −4,995−13.4% | Reduced |
| Cooper Financial Group | 31,978 | $1.13M | 0.21% | +688+2.2% | Added |
| Level Four Advisory Services, LLC | 31,847 | $1.13M | 0.06% | −7,753−19.6% | Reduced |
| Quantinno Capital Management LP | 31,374 | $1.11M | 0.04% | −8,210−20.7% | Reduced |
| Parallel Advisors, LLC | 31,362 | $1.11M | 0.03% | −1,379−4.2% | Reduced |
| Highland Capital Management, LLC | 31,228 | $1.11M | 0.07% | +50+0.2% | Added |
| Riverview Capital Advisers, LLC | 31,196 | $1.10M | 0.42% | −203−0.6% | Reduced |
| Lantz Financial LLC | 31,016 | $1.10M | 0.40% | +213+0.7% | Added |
| CoreCommodity Management, LLC | 30,614 | $1.08M | 0.32% | +21,297+228.6% | Added |
| Rafferty Asset Management, LLC | 30,570 | $1.08M | 0.00% | −9,708−24.1% | Reduced |
| Quotient Wealth Partners, LLC | 30,487 | $1.08M | 0.04% | +30,487 | New |
| FNY Investment Advisers, LLC | 30,000 | $1.06M | 1.19% | +30,000 | New |
| Sapient Capital LLC | 29,705 | $1.05M | 0.03% | +29,705 | New |
| Intrua Financial, LLC | 29,649 | $1.05M | 0.16% | +744+2.6% | Added |
| SYSTM Wealth Solutions LLC | 29,645 | $1.05M | 0.15% | +824+2.9% | Added |
| 1st Source Bank | 29,639 | $1.05M | 0.06% | −880−2.9% | Reduced |
| Chicago Capital, LLC | 29,527 | $1.05M | 0.04% | −1,312−4.3% | Reduced |
| Greenwood Capital Associates LLC | 29,506 | $1.04M | 0.14% | +1,038+3.6% | Added |
| DekaBank Deutsche Girozentrale | 29,626 | $1.04M | 0.00% | +29,626 | New |
| Stableford Capital II LLC | 29,839 | $1.03M | 0.44% | −1,829−5.8% | Reduced |
| Associated Banc-Corp | 29,007 | $1.03M | 0.04% | −3,174−9.9% | Reduced |
| Wolverine Trading, LLC | 28,847 | $1.02M | 0.01% | +10,296+55.5% | Added |
| Sowell Financial Services LLC | 28,849 | $1.02M | 0.06% | +1,588+5.8% | Added |
| Sequoia Financial Advisors, LLC | 28,505 | $1.01M | 0.01% | +2,737+10.6% | Added |
| First Financial Bank - Trust Division | 28,340 | $1.00M | 0.10% | −527−1.8% | Reduced |
| Insigneo Advisory Services, LLC | 27,552 | $975.3K | 0.14% | +11,687+73.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 27,516 | $974.1K | 0.30% | +18,099+192.2% | Added |
| Tiaa Trust, National Association | 27,433 | $971.1K | 0.00% | −1,546−5.3% | Reduced |
| MAI Capital Management | 26,951 | $954.1K | 0.01% | −1,799−6.3% | Reduced |
| Maxwell Wealth Strategies Inc. | 26,665 | $943.9K | 0.62% | +26,665 | New |