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 |
|---|---|---|---|---|---|
| First American Bank | 26,589 | $941.3K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 26,498 | $938.0K | 0.04% | −2,617−9.0% | Reduced |
| Strategic Global Advisors, LLC | 26,474 | $937.2K | 0.21% | +3,930+17.4% | Added |
| Sabal Trust CO | 26,458 | $936.6K | 0.06% | −3,334−11.2% | Reduced |
| Vertex Planning Partners, LLC | 26,456 | $936.5K | 0.28% | +26,456 | New |
| Beacon Financial Advisory LLC | 26,363 | $933.2K | 0.45% | +41+0.2% | Added |
| Zions Bancorporation, N.A. | 26,221 | $928.2K | 0.06% | +5,718+27.9% | Added |
| Heritage Trust Co | 26,173 | $926.5K | 0.13% | +600+2.3% | Added |
| Rhumbline Advisers | 26,138 | $925.3K | 0.00% | +233+0.9% | Added |
| Boston Private Wealth LLC | 25,913 | $917.3K | 0.02% | −18−0.1% | Reduced |
| Garde Capital, Inc. | 25,796 | $913.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 25,757 | $911.8K | 0.24% | −600−2.3% | Reduced |
| Legacy Capital Group California, Inc. | 25,722 | $910.6K | 0.35% | −201−0.8% | Reduced |
| Cozad Asset Management Inc | 25,536 | $904.0K | 0.10% | −1,027−3.9% | Reduced |
| Mengis Capital Management, Inc. | 25,469 | $901.6K | 0.17% | −67−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 25,457 | $901.2K | 0.08% | −659−2.5% | Reduced |
| Foster & Motley Inc | 25,449 | $901.0K | 0.07% | −520−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 25,288 | $895.2K | 0.07% | −1,207−4.6% | Reduced |
| Pitti Group Wealth Management, LLC | 25,127 | $889.5K | 0.97% | −258−1.0% | Reduced |
| GYL Financial Synergies, LLC | 24,891 | $881.1K | 0.07% | −2,288−8.4% | Reduced |
| BFSG, LLC | 24,675 | $873.5K | 0.13% | −360−1.4% | Reduced |
| Umb Bank N A | 24,601 | $870.9K | 0.01% | −926−3.6% | Reduced |
| Smith Group Asset Management, LLC | 24,579 | $870.1K | 0.05% | +24,579 | New |
| Vident Advisory, LLC | 24,180 | $856.0K | 0.02% | +3,123+14.8% | Added |
| Martin Investment Management, LLC | 23,960 | $848.2K | 0.25% | −9,580−28.6% | Reduced |
| XTX Topco Ltd | 23,930 | $847.1K | 0.19% | −2,459−9.3% | Reduced |
| Csenge Advisory Group | 23,919 | $846.8K | 0.05% | −1,771−6.9% | Reduced |
| Savant Capital, LLC | 23,857 | $844.5K | 0.01% | −1,170−4.7% | Reduced |
| Howland Capital Management LLC | 23,310 | $825.2K | 0.04% | −2,542−9.8% | Reduced |
| Birmingham Capital Management Co Inc | 23,295 | $824.6K | 0.33% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 23,202 | $821.4K | 0.26% | −621−2.6% | Reduced |
| Monarch Capital Management Inc | 23,168 | $820.1K | 0.25% | −1,600−6.5% | Reduced |
| Forum Financial Management, LP | 23,005 | $814.4K | 0.02% | +410+1.8% | Added |
| Quadrant Capital Group LLC | 22,724 | $804.4K | 0.07% | −165−0.7% | Reduced |
| Lindbrook Capital, LLC | 22,688 | $803.2K | 0.08% | −893−3.8% | Reduced |
| Modern Wealth Management, LLC | 22,673 | $802.6K | 0.10% | +22,673 | New |
| Principal Securities, Inc. | 22,561 | $798.7K | 0.03% | +22,561 | New |
| GeoWealth Management, LLC | 22,543 | $798.0K | 0.07% | +16,573+277.6% | Added |
| J. Goldman & Co LP | 22,500 | $796.5K | 0.04% | +22,500 | New |
| Mather Group, LLC. | 22,422 | $793.7K | 0.01% | −272−1.2% | Reduced |
| Prudential Financial Inc | 22,277 | $788.6K | 0.00% | −1,067−4.6% | Reduced |
| Founders Financial Alliance, LLC | 22,238 | $787.2K | 0.31% | +357+1.6% | Added |
| Great Valley Advisor Group, Inc. | 22,219 | $786.6K | 0.03% | +1,570+7.6% | Added |
| John G Ullman & Associates Inc | 22,200 | $785.9K | 0.12% | −100−0.4% | Reduced |
| Avidian Wealth Solutions, LLC | 22,159 | $784.4K | 0.05% | −320−1.4% | Reduced |
| Synovus Financial Corp | 21,866 | $774.3K | 0.01% | −2,332−9.6% | Reduced |
| Winning Points Advisors, LLC | 21,871 | $774.2K | 1.19% | +2,573+13.3% | Added |
| Dynamic Advisor Solutions LLC | 21,458 | $773.1K | 0.03% | −1,961−8.4% | Reduced |
| Moody National Bank Trust Division | 21,803 | $771.8K | 0.06% | −7,983−26.8% | Reduced |
| Left Brain Wealth Management, LLC | 21,753 | $770.1K | 0.45% | 00.0% | Unchanged |
| Rossmore Private Capital | 21,656 | $766.6K | 0.11% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,619 | $765.3K | 0.41% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 21,600 | $764.6K | 0.27% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 21,554 | $763.0K | 0.07% | −12,621−36.9% | Reduced |
| Osborne Partners Capital Management, LLC | 21,477 | $760.3K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 21,473 | $760.1K | 0.25% | −1,461−6.4% | Reduced |
| Glenview Trust Co | 21,268 | $752.9K | 0.02% | +2,003+10.4% | Added |
| Oak Harvest Investment Services | 21,165 | $749.2K | 0.15% | +244+1.2% | Added |
| ARS Investment Partners, LLC | 21,030 | $744.5K | 0.08% | −6,210−22.8% | Reduced |
| Wesbanco Bank Inc | 20,936 | $741.1K | 0.04% | −4,591−18.0% | Reduced |
| Johnson Investment Counsel Inc | 20,878 | $739.1K | 0.01% | −679−3.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 20,849 | $737.0K | 0.33% | −702−3.3% | Reduced |
| Linscomb & Williams, Inc. | 20,784 | $735.8K | 0.04% | −2,966−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,715 | $733.3K | 0.12% | +345+1.7% | Added |
| Checchi Capital Advisers, LLC | 20,710 | $733.1K | 0.06% | −579−2.7% | Reduced |
| Pacific Global Investment Management CO | 20,705 | $733.0K | 0.15% | +1,322+6.8% | Added |
| Hilltop Holdings Inc. | 20,513 | $726.1K | 0.08% | +7,697+60.1% | Added |
| J.W. Cole Advisors, Inc. | 20,365 | $720.9K | 0.04% | +236+1.2% | Added |
| Nilsine Partners, LLC | 20,357 | $720.6K | 0.11% | +10,584+108.3% | Added |
| Courier Capital LLC | 20,110 | $711.9K | 0.05% | −308−1.5% | Reduced |
| Range Financial Group LLC | 20,108 | $711.8K | 0.43% | −440−2.1% | Reduced |
| Quinn Opportunity Partners LLC | 20,000 | $708.0K | 0.08% | 00.0% | Unchanged |
| Atom Investors LP | 19,706 | $697.6K | 0.12% | +19,706 | New |
| Louisbourg Investments Inc. | 19,680 | $696.7K | 0.21% | +19,680 | New |
| Profund Advisors LLC | 19,599 | $693.8K | 0.03% | +2,907+17.4% | Added |
| Beese Fulmer Investment Management, Inc. | 19,438 | $688.1K | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 19,144 | $677.0K | 0.00% | −1,672,842−98.9% | Reduced |
| MQS Management LLC | 19,109 | $676.5K | 0.38% | +19,109 | New |
| Greenleaf Trust | 19,014 | $673.1K | 0.01% | +86+0.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,971 | $671.6K | 0.38% | −82−0.4% | Reduced |
| Grandfield & Dodd, LLC | 18,968 | $671.5K | 0.05% | −359−1.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 18,949 | $670.8K | 0.48% | −3,349−15.0% | Reduced |
| Wealthsource Partners, LLC | 18,877 | $668.2K | 0.04% | +144+0.8% | Added |
| Equitable Trust Co | 18,857 | $667.5K | 0.05% | −787−4.0% | Reduced |
| Edge Wealth Management LLC | 18,825 | $666.4K | 0.15% | −5,141−21.5% | Reduced |
| First Hawaiian Bank | 18,718 | $662.6K | 0.02% | −20−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 18,522 | $655.7K | 0.06% | −12,701−40.7% | Reduced |
| Legacy Financial Advisors, Inc. | 18,383 | $650.8K | 0.12% | −1,201−6.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 18,366 | $650.1K | 0.01% | −2,267−11.0% | Reduced |
| Westwood Holdings Group Inc. | 18,370 | $650.0K | 0.01% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 18,311 | $648.2K | 0.12% | −133,522−87.9% | Reduced |
| Mill Capital Management, LLC | 18,276 | $647.0K | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,264 | $646.6K | 0.01% | +4,779+35.4% | Added |
| Onyx Bridge Wealth Group LLC | 18,150 | $642.5K | 0.13% | −196−1.1% | Reduced |
| InTrack Investment Management Inc | 18,097 | $640.6K | 0.48% | +735+4.2% | Added |
| Mission Wealth Management, LP | 17,981 | $636.5K | 0.02% | +627+3.6% | Added |
| Morningstar Investment Services LLC | 18,015 | $636.0K | 0.00% | +9,209+104.6% | Added |
| IFG Advisory, LLC | 17,942 | $635.2K | 0.05% | +1,520+9.3% | Added |
| Whittier Trust Co of Nevada Inc | 17,726 | $627.3K | 0.02% | +36+0.2% | Added |
| Susquehanna International Group, LLP | 17,670 | $625.5K | 0.00% | −141,017−88.9% | Reduced |