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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 17,619 | $623.7K | 0.23% | −300−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 17,579 | $622.3K | 0.03% | +17,579 | New |
| Silvia McColl Wealth Management, LLC | 17,531 | $620.6K | 0.56% | 00.0% | Unchanged |
| Simmons Bank | 17,470 | $618.4K | 0.05% | −392−2.2% | Reduced |
| Baxter Bros Inc | 17,372 | $615.0K | 0.09% | 00.0% | Unchanged |
| Cowa, LLC | 17,360 | $614.5K | 0.38% | −410−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 17,139 | $606.7K | 0.02% | +17,139 | New |
| Fort Point Capital Partners LLC | 17,057 | $603.8K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16,966 | $600.6K | 0.05% | −204−1.2% | Reduced |
| Archer Investment Corp | 16,884 | $597.7K | 0.19% | +70.0% | Added |
| Syon Capital LLC | 16,884 | $597.7K | 0.06% | −215−1.3% | Reduced |
| Catalytic Wealth RIA, LLC | 16,873 | $597.3K | 0.27% | +16,873 | New |
| Fiduciary Alliance LLC | 16,395 | $580.4K | 0.11% | +200+1.2% | Added |
| Edgestream Partners, L.P. | 16,303 | $577.1K | 0.04% | −3,109−16.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 16,250 | $575.7K | 0.06% | +6,250+62.5% | Added |
| Jackson Square Capital, LLC | 16,263 | $575.7K | 0.19% | −1,236−7.1% | Reduced |
| David Loasby | 15,866 | $571.7K | 0.06% | −599−3.6% | Reduced |
| Aull & Monroe Investment Management Corp | 16,132 | $571.1K | 0.28% | −151−0.9% | Reduced |
| Crumly & Associates Inc. | 16,113 | $570.4K | 0.17% | −983−5.7% | Reduced |
| Burrus Financial Services, Inc. | 15,973 | $565.4K | 0.30% | +461+3.0% | Added |
| West Family Investments, Inc. | 15,927 | $563.8K | 0.19% | 00.0% | Unchanged |
| Clarius Group, LLC | 15,818 | $560.0K | 0.05% | +1,827+13.1% | Added |
| Elgethun Capital Management | 15,686 | $554.9K | 0.16% | +395+2.6% | Added |
| Williams Jones Wealth Management, LLC. | 15,622 | $553.0K | 0.01% | −681−4.2% | Reduced |
| LVW Advisors, LLC | 15,614 | $552.7K | 0.10% | +2,758+21.5% | Added |
| Raelipskie Partnership | 15,583 | $551.6K | 0.34% | +15,583 | New |
| Allegheny Financial Group LTD | 15,460 | $547.3K | 0.18% | +2,656+20.7% | Added |
| Fidelis Capital Partners, LLC | 15,460 | $547.3K | 0.12% | +627+4.2% | Added |
| Bessemer Group Inc | 15,434 | $546.0K | 0.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 15,414 | $545.6K | 0.04% | −791−4.9% | Reduced |
| American National Bank | 15,384 | $544.6K | 0.09% | +85+0.6% | Added |
| NBC Securities, Inc. | 15,317 | $542.0K | 0.05% | −1,150−7.0% | Reduced |
| Saxon Interests, Inc. | 15,203 | $538.2K | 0.27% | +15,203 | New |
| Weinberger Asset Management, Inc | 15,169 | $537.0K | 0.28% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,157 | $536.6K | 0.05% | −161−1.1% | Reduced |
| Merit Financial Group, LLC | 15,116 | $535.1K | 0.02% | −70.0% | Reduced |
| Venturi Wealth Management, LLC | 15,064 | $533.3K | 0.04% | +3,246+27.5% | Added |
| Argyle Capital Management Inc. | 15,041 | $532.5K | 0.22% | −12,567−45.5% | Reduced |
| Iat Reinsurance Co Ltd. | 15,000 | $531.0K | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 14,992 | $530.7K | 0.02% | −368−2.4% | Reduced |
| Texas Yale Capital Corp. | 14,991 | $530.7K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 14,890 | $527.1K | 0.14% | +9,473+174.9% | Added |
| Mairs & Power Inc | 14,850 | $525.7K | 0.01% | −750−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 14,807 | $524.2K | 0.09% | −250−1.7% | Reduced |
| Busey Wealth Management | 14,799 | $523.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,787 | $523.5K | 0.03% | −2,758−15.7% | Reduced |
| Atomi Financial Group, Inc. | 14,764 | $522.7K | 0.07% | +14,764 | New |
| Lebenthal Global Advisors, LLC | 14,652 | $518.7K | 0.12% | +1,736+13.4% | Added |
| Karpas Strategies, LLC | 14,584 | $516.3K | 0.17% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14,555 | $515.0K | 0.01% | +16+0.1% | Added |
| Investment Partners, Ltd. | 14,546 | $514.9K | 0.25% | −1,072−6.9% | Reduced |
| Cubic Asset Management, LLC | 14,480 | $512.6K | 0.13% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 14,332 | $507.4K | 0.03% | +691+5.1% | Added |
| Good Life Advisors, LLC | 14,325 | $507.1K | 0.05% | +30.0% | Added |
| FRG Family Wealth Advisors LLC | 14,227 | $503.6K | 0.10% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14,132 | $500.3K | 0.00% | −179−1.3% | Reduced |
| Allen Capital Group, LLC | 14,111 | $499.5K | 0.08% | +237+1.7% | Added |
| Wintrust Investments LLC | 14,082 | $499.0K | 0.05% | −2,323−14.2% | Reduced |
| Investors Research Corp | 14,095 | $499.0K | 0.12% | −25−0.2% | Reduced |
| HM Payson & Co | 14,061 | $497.8K | 0.01% | −1,764−11.1% | Reduced |
| Ronald Blue Trust, Inc. | 12,852 | $497.0K | 0.01% | −7,642−37.3% | Reduced |
| Cullinan Associates Inc | 14,000 | $495.6K | 0.03% | −289−2.0% | Reduced |
| Chicago Trust Co NA | 13,902 | $492.1K | 0.11% | −5,659−28.9% | Reduced |
| WCG Wealth Advisors LLC | 13,893 | $492.0K | 0.04% | +13,893 | New |
| Kanawha Capital Management LLC | 13,888 | $491.6K | 0.05% | −271−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,870 | $491.0K | 0.05% | +13,870 | New |
| Capital Investment Advisors, LLC | 13,705 | $485.1K | 0.01% | −435−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,638 | $482.8K | 0.04% | −17,251−55.8% | Reduced |
| Wagner Wealth Management, LLC | 13,579 | $480.7K | 0.16% | −348−2.5% | Reduced |
| Burford Brothers, Inc. | 13,499 | $477.9K | 0.34% | +13,499 | New |
| White Wing Wealth Management | 13,481 | $477.6K | 0.44% | +13,481 | New |
| Goodman Financial Corp | 13,477 | $477.1K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,471 | $476.9K | 0.01% | +979+7.8% | Added |
| Whittier Trust Co | 13,432 | $475.4K | 0.01% | +362+2.8% | Added |
| Koshinski Asset Management, Inc. | 13,408 | $474.6K | 0.07% | +2,626+24.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,336 | $472.1K | 0.09% | −227−1.7% | Reduced |
| Strategic Blueprint, LLC | 13,324 | $471.7K | 0.04% | −1,221−8.4% | Reduced |
| RNC Capital Management LLC | 13,317 | $471.4K | 0.03% | −50−0.4% | Reduced |
| IHT Wealth Management, LLC | 13,258 | $469.3K | 0.02% | −5,585−29.6% | Reduced |
| EverSource Wealth Advisors, LLC | 13,245 | $468.9K | 0.04% | +333+2.6% | Added |
| Pitcairn Co | 13,169 | $466.2K | 0.03% | +5,003+61.3% | Added |
| Proequities, Inc. | 13,137 | $465.0K | 0.03% | +761+6.1% | Added |
| MONECO Advisors, LLC | 13,133 | $464.9K | 0.09% | +246+1.9% | Added |
| Herold Advisors, Inc. | 13,040 | $461.7K | 0.13% | +578+4.6% | Added |
| Leonteq Securities AG | 13,040 | $461.6K | 0.06% | −1,377−9.6% | Reduced |
| King Luther Capital Management Corp | 13,037 | $461.5K | 0.00% | −2,049−13.6% | Reduced |
| Malaga Cove Capital, LLC | 13,019 | $460.9K | 0.19% | −202−1.5% | Reduced |
| Bay Rivers Group | 13,000 | $460.2K | 0.29% | 00.0% | Unchanged |
| Sentry LLC | 12,920 | $457.4K | 0.10% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 12,896 | $456.5K | 0.14% | 00.0% | Unchanged |
| Summit Global Investments | 12,866 | $455.0K | 0.03% | −156−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 13,114 | $453.2K | 0.02% | −246−1.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,739 | $451.0K | 0.01% | +5,577+77.9% | Added |
| Ethic Inc. | 12,736 | $450.8K | 0.01% | +5,950+87.7% | Added |
| Independent Financial Group, LLC | 12,533 | $443.7K | 0.02% | +1,029+8.9% | Added |
| M Holdings Securities, Inc. | 12,499 | $442.0K | 0.05% | +16+0.1% | Added |
| Argent Trust Co | 12,321 | $436.2K | 0.02% | −400−3.1% | Reduced |
| Portman Square Capital LLP | 12,314 | $435.9K | 0.08% | +12,314 | New |
| Brookstone Capital Management | 12,284 | $434.8K | 0.01% | −3,368−21.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,237 | $433.2K | 0.06% | 00.0% | Unchanged |