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 |
|---|---|---|---|---|---|
| Fruth Investment Management | 12,192 | $431.0K | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 12,160 | $430.5K | 0.14% | +256+2.2% | Added |
| Krilogy Financial LLC | 12,149 | $430.1K | 0.04% | −193−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 12,104 | $428.5K | 0.02% | +4,638+62.1% | Added |
| Coastwise Capital Group, LLC | 12,056 | $426.8K | 0.44% | +51+0.4% | Added |
| Asset Allocation & Management Company, LLC | 12,000 | $425.0K | 0.28% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 12,000 | $424.8K | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 11,997 | $424.7K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 11,990 | $424.0K | 0.03% | −551−4.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,932 | $422.4K | 0.08% | −2,680−18.3% | Reduced |
| Reitz Capital Advisors LLC | 11,745 | $415.8K | 0.74% | −2,900−19.8% | Reduced |
| Imprint Wealth LLC | 11,713 | $414.6K | 0.33% | +115+1.0% | Added |
| Gallacher Capital Management LLC | 11,707 | $414.4K | 0.23% | +86+0.7% | Added |
| Ar Asset Management Inc | 11,642 | $412.0K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,606 | $410.9K | 0.01% | −14,081−54.8% | Reduced |
| Headlands Technologies LLC | 11,558 | $409.2K | 0.12% | −5,347−31.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,557 | $409.1K | 0.01% | −218−1.9% | Reduced |
| KLCM Advisors, Inc. | 11,479 | $406.3K | 0.06% | −977−7.8% | Reduced |
| Augustine Asset Management Inc | 11,404 | $403.7K | 0.18% | −1,599−12.3% | Reduced |
| Spire Wealth Management | 11,913 | $403.2K | 0.01% | −235−1.9% | Reduced |
| Keystone Financial Group | 11,384 | $403.0K | 0.07% | +225+2.0% | Added |
| Pinnacle Financial Partners Inc | 11,381 | $402.9K | 0.01% | +512+4.7% | Added |
| Accurate Wealth Management, LLC | 11,638 | $402.8K | 0.13% | −53−0.5% | Reduced |
| LM Advisors LLC | 11,377 | $402.7K | 0.08% | +11,377 | New |
| BKD Wealth Advisors, LLC | 11,345 | $401.6K | 0.01% | −842−6.9% | Reduced |
| Country Club Bank | 11,358 | $401.3K | 0.03% | +27+0.2% | Added |
| Aptus Capital Advisors, LLC | 11,315 | $400.6K | 0.01% | +679+6.4% | Added |
| Arbor Capital Management Inc | 11,087 | $399.1K | 0.30% | +1,241+12.6% | Added |
| Sage Rhino Capital LLC | 11,250 | $398.2K | 0.10% | −139−1.2% | Reduced |
| FDx Advisors, Inc. | 11,255 | $398.0K | 0.03% | −2,491−18.1% | Reduced |
| Trust Point Inc. | 11,242 | $398.0K | 0.03% | +11,242 | New |
| StoneX Group Inc. | 11,135 | $394.2K | 0.04% | −5,375−32.6% | Reduced |
| Advisor Resource Council | 11,111 | $393.3K | 0.05% | +11,111 | New |
| Wunderlich Capital Managemnt | 11,101 | $393.0K | 0.18% | +100+0.9% | Added |
| Covenant Partners, LLC | 11,080 | $392.2K | 0.12% | −7,427−40.1% | Reduced |
| MidWestOne Financial Group, Inc. | 11,071 | $391.9K | 0.07% | −2,306−17.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,067 | $391.8K | 0.12% | −659−5.6% | Reduced |
| Pictet Bank & Trust Ltd | 11,060 | $391.5K | 0.40% | 00.0% | Unchanged |
| Plancorp, LLC | 11,057 | $391.4K | 0.02% | −154−1.4% | Reduced |
| Peddock Capital Advisors, LLC | 11,044 | $391.0K | 0.12% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 11,042 | $390.9K | 0.19% | +67+0.6% | Added |
| Sunbelt Securities, Inc. | 11,026 | $390.3K | 0.05% | +128+1.2% | Added |
| Alterity Financial Group, LLC | 11,000 | $389.4K | 0.56% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 10,980 | $389.0K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,919 | $386.5K | 0.12% | +199+1.9% | Added |
| Fiduciary Trust Co | 10,914 | $386.4K | 0.01% | −59−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,771 | $381.3K | 0.00% | −3,162−22.7% | Reduced |
| FinTrust Capital Advisors, LLC | 10,761 | $380.9K | 0.08% | −194−1.8% | Reduced |
| Atlas Capital Advisors LLC | 10,759 | $380.9K | 0.06% | +5,779+116.0% | Added |
| Capital Markets Trading UK LLP | 10,736 | $380.0K | 0.28% | +10,736 | New |
| Alps Advisors Inc | 10,712 | $379.2K | 0.00% | −4,545−29.8% | Reduced |
| Xcel Wealth Management, LLC | 10,698 | $378.7K | 0.13% | +21+0.2% | Added |
| BSW Wealth Partners | 10,687 | $378.3K | 0.08% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 10,685 | $378.2K | 0.02% | +2,069+24.0% | Added |
| Golden State Equity Partners | 10,680 | $378.1K | 0.09% | −49−0.5% | Reduced |
| Wealthspire Advisors, LLC | 10,606 | $375.5K | 0.01% | +1,252+13.4% | Added |
| Disciplined Investments, LLC | 10,575 | $374.4K | 0.22% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 10,787 | $373.3K | 0.08% | +1,375+14.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,586 | $371.6K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,476 | $370.8K | 0.01% | +2,775+36.0% | Added |
| AdvisorNet Financial, Inc | 10,465 | $370.5K | 0.03% | +31+0.3% | Added |
| Shayne & Co., LLC | 10,446 | $369.8K | 0.11% | 00.0% | Unchanged |
| Accel Wealth Management | 10,421 | $368.9K | 0.19% | +439+4.4% | Added |
| EP Wealth Advisors, LLC | 10,415 | $368.7K | 0.00% | −758−6.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,414 | $368.6K | 0.02% | −353−3.3% | Reduced |
| Private Trust Co NA | 10,344 | $366.2K | 0.04% | +154+1.5% | Added |
| Perkins Capital Management Inc | 10,350 | $366.0K | 0.31% | +3,200+44.8% | Added |
| Lowe Brockenbrough & Co Inc | 10,337 | $365.9K | 0.03% | −122−1.2% | Reduced |
| Hexagon Capital Partners LLC | 10,332 | $365.7K | 0.09% | +3,249+45.9% | Added |
| Personal Cfo Solutions, LLC | 10,315 | $365.2K | 0.06% | +900+9.6% | Added |
| Capital Investment Counsel, Inc | 10,305 | $364.8K | 0.06% | −18,548−64.3% | Reduced |
| Confluence Wealth Services, Inc. | 10,258 | $363.1K | 0.04% | −704−6.4% | Reduced |
| Fulton Bank, N.A. | 10,247 | $362.7K | 0.02% | −1,000−8.9% | Reduced |
| Fayez Sarofim & Co | 9,963 | $362.3K | 0.00% | +1,015+11.3% | Added |
| Straight Path Wealth Management | 10,142 | $359.0K | 0.21% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,139 | $358.9K | 0.02% | −77−0.8% | Reduced |
| Winch Advisory Services, LLC | 10,130 | $358.6K | 0.12% | +255+2.6% | Added |
| Sweet Financial Partners, LLC | 10,083 | $356.9K | 0.08% | +20.0% | Added |
| Eastern Bank | 10,000 | $354.0K | 0.02% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 10,017 | $353.9K | 0.16% | +120+1.2% | Added |
| CX Institutional | 9,962 | $352.7K | 0.02% | +12+0.1% | Added |
| Advisors Management Group Inc | 9,908 | $351.0K | 0.10% | −10−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 9,885 | $349.9K | 0.00% | +211+2.2% | Added |
| Destiny Capital Corp | 9,879 | $349.7K | 0.24% | +9,879 | New |
| Van Leeuwen & Company, LLC | 9,871 | $349.4K | 0.20% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 9,864 | $349.2K | 0.01% | +4,374+79.7% | Added |
| Pine Valley Investments Ltd Liability Co | 9,863 | $349.1K | 0.03% | −33−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 9,836 | $348.2K | 0.06% | +40.0% | Added |
| Winslow Asset Management Inc | 9,762 | $346.0K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 9,715 | $344.0K | 0.02% | +91+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,666 | $342.2K | 0.01% | −1,822−15.9% | Reduced |
| McDonald Partners LLC | 9,636 | $341.1K | 0.10% | +2,060+27.2% | Added |
| Crewe Advisors LLC | 9,628 | $340.8K | 0.05% | +19+0.2% | Added |
| Chapin Davis, Inc. | 9,553 | $338.2K | 0.14% | −1,422−13.0% | Reduced |
| Eight 31 Financial LLC | 9,547 | $338.0K | 0.21% | +9,547 | New |
| Essex Savings Bank | 9,536 | $337.5K | 0.10% | +1,773+22.8% | Added |
| Vima LLC | 9,525 | $337.2K | 0.78% | +9,525 | New |
| Horizon Kinetics Asset Management LLC | 9,519 | $337.0K | 0.01% | −140−1.4% | Reduced |
| TrueWealth Advisors, LLC | 9,509 | $336.6K | 0.13% | +421+4.6% | Added |
| Allworth Financial LP | 9,506 | $336.5K | 0.00% | −192−2.0% | Reduced |