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 |
|---|---|---|---|---|---|
| Flow Traders U.S. LLC | 9,414 | $333.0K | 0.01% | +9,414 | New |
| Glass Jacobson Investment Advisors llc | 9,405 | $332.9K | 0.14% | +56+0.6% | Added |
| Wealth Dimensions Group, Ltd. | 9,384 | $332.2K | 0.11% | +22+0.2% | Added |
| Nations Financial Group Inc, | 9,360 | $331.4K | 0.03% | −70−0.7% | Reduced |
| CWA Asset Management Group, LLC | 9,345 | $330.8K | 0.02% | +380+4.2% | Added |
| Aurora Private Wealth, Inc. | 9,329 | $330.0K | 0.31% | +9,329 | New |
| AlphaQ Advisors LLC | 9,282 | $328.6K | 0.23% | +888+10.6% | Added |
| WealthTrust Axiom LLC | 9,278 | $328.4K | 0.11% | +1,070+13.0% | Added |
| Ridgewood Investments LLC | 9,253 | $327.6K | 0.19% | 00.0% | Unchanged |
| Clarus Group, Inc. | 9,238 | $327.0K | 0.25% | −634−6.4% | Reduced |
| Alpha Cubed Investments, LLC | 9,212 | $326.1K | 0.02% | −1,443−13.5% | Reduced |
| NBT Bank N A | 9,206 | $325.9K | 0.03% | −1,023−10.0% | Reduced |
| Hendershot Investments Inc. | 9,188 | $325.3K | 0.05% | −125−1.3% | Reduced |
| Keb Asset Management, LLC | 9,183 | $325.1K | 0.12% | +97+1.1% | Added |
| LongView Wealth Management | 9,302 | $324.6K | 0.14% | +9,302 | New |
| Nwam LLC | 9,157 | $324.2K | 0.03% | +1,708+22.9% | Added |
| 180 Wealth Advisors, LLC | 9,115 | $323.6K | 0.06% | −10−0.1% | Reduced |
| Green Square Capital Advisors LLC | 9,105 | $322.3K | 0.04% | −182−2.0% | Reduced |
| Dana Investment Advisors, Inc. | 9,093 | $321.9K | 0.02% | −12,638−58.2% | Reduced |
| Poehling Capital Management, LLC | 9,032 | $319.7K | 0.10% | +2,707+42.8% | Added |
| Hollencrest Capital Management | 9,000 | $318.6K | 0.03% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 8,980 | $318.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 8,933 | $316.2K | 0.02% | −4,192−31.9% | Reduced |
| Goelzer Investment Management, Inc. | 8,921 | $315.8K | 0.02% | +12+0.1% | Added |
| Powers Advisory Group, LLC | 8,918 | $315.7K | 0.19% | −837−8.6% | Reduced |
| Foundations Investment Advisors, LLC | 8,981 | $315.5K | 0.01% | +2,013+28.9% | Added |
| PSI Advisors, LLC | 8,908 | $315.3K | 0.12% | −2,906−24.6% | Reduced |
| Flputnam Investment Management Co | 8,894 | $314.9K | 0.01% | −924−9.4% | Reduced |
| Woodstock Corp | 8,840 | $312.9K | 0.04% | −1,125−11.3% | Reduced |
| Financial Strategies Group, Inc. | 9,000 | $311.0K | 0.09% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 8,706 | $308.2K | 0.21% | −19−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 8,673 | $307.0K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,671 | $307.0K | 0.03% | −5,133−37.2% | Reduced |
| Means Investment Co., Inc. | 8,641 | $305.9K | 0.04% | −3,147−26.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,609 | $305.0K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,604 | $304.6K | 0.23% | +8,604 | New |
| Dorchester Wealth Management Co | 8,600 | $304.4K | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 8,586 | $303.9K | 0.09% | −1,210−12.4% | Reduced |
| Ieq Capital, LLC | 8,579 | $303.7K | 0.01% | +2,065+31.7% | Added |
| Axxcess Wealth Management, LLC | 8,513 | $301.3K | 0.01% | +8,513 | New |
| Pinpoint Asset Management Ltd | 8,500 | $300.9K | 0.07% | +8,500 | New |
| Univest Financial Corp | 8,438 | $298.7K | 0.09% | +500+6.3% | Added |
| American Trust Investment Advisors, LLC | 8,400 | $297.4K | 0.15% | +210+2.6% | Added |
| Atlantic Union Bankshares Corp | 8,391 | $297.0K | 0.03% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 8,384 | $296.8K | 0.00% | −346−4.0% | Reduced |
| AlTi Global, Inc. | 8,375 | $296.5K | 0.01% | +8,375 | New |
| Rathbone Brothers plc | 8,337 | $296.4K | 0.00% | −1,100−11.7% | Reduced |
| Oxford Financial Group Ltd | 8,349 | $295.6K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 8,334 | $295.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 8,320 | $294.5K | 0.07% | −1,250−13.1% | Reduced |
| BancorpSouth Bank | 8,306 | $294.0K | 0.02% | −1,130−12.0% | Reduced |
| Rehmann Capital Advisory Group | 8,300 | $293.8K | 0.02% | −44−0.5% | Reduced |
| Stonegate Investment Group, LLC | 8,290 | $293.5K | 0.01% | −477−5.4% | Reduced |
| Lodestar Private Asset Management LLC | 8,271 | $292.8K | 0.04% | −440−5.1% | Reduced |
| LCNB Corp | 8,257 | $292.3K | 0.11% | +54+0.7% | Added |
| Legacy Advisors, LLC | 8,230 | $291.3K | 0.04% | −8,262−50.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,187 | $289.8K | 0.03% | +8,187 | New |
| StrategIQ Financial Group, LLC | 8,178 | $289.5K | 0.03% | −208−2.5% | Reduced |
| Delta Financial Group, Inc. | 8,155 | $289.0K | 0.09% | −1,360−14.3% | Reduced |
| Financial Advisory Service, Inc. | 8,161 | $288.9K | 0.03% | −117−1.4% | Reduced |
| Successful Portfolios LLC | 8,146 | $288.4K | 0.22% | −33−0.4% | Reduced |
| Principal Street Partners, LLC | 8,116 | $287.3K | 0.07% | −8,062−49.8% | Reduced |
| Cambridge Trust Co | 8,047 | $284.9K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 8,044 | $284.8K | 0.08% | +1,487+22.7% | Added |
| Modera Wealth Management, LLC | 8,000 | $283.2K | 0.00% | +536+7.2% | Added |
| Empire Financial Management Company, LLC | 7,937 | $281.0K | 0.11% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,934 | $280.9K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,901 | $279.7K | 0.01% | +239+3.1% | Added |
| GSB Wealth Management, LLC | 7,805 | $276.3K | 0.08% | +409+5.5% | Added |
| Guardian Financial Partners, LLC | 7,802 | $276.2K | 0.23% | +947+13.8% | Added |
| Caption Management, LLC | 7,800 | $276.1K | 0.03% | −13,300−63.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,800 | $276.1K | 0.02% | +4+0.1% | Added |
| D'Orazio & Associates, Inc. | 7,782 | $275.5K | 0.05% | −764−8.9% | Reduced |
| Palogic Value Management, L.P. | 7,779 | $275.4K | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,753 | $274.5K | 0.21% | +7,753 | New |
| Liberty Wealth Management LLC | 7,735 | $274.0K | 0.06% | −196−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 7,711 | $273.0K | 0.06% | +1,634+26.9% | Added |
| Monticello Wealth Management, LLC | 7,693 | $272.3K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 7,691 | $272.3K | 0.03% | −991−11.4% | Reduced |
| Tradition Wealth Management, LLC | 7,678 | $272.0K | 0.03% | −993−11.5% | Reduced |
| DF Dent & Co Inc | 7,663 | $271.3K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,583 | $268.4K | 0.00% | +920+13.8% | Added |
| RSM US Wealth Management LLC | 7,573 | $268.1K | 0.01% | +1,298+20.7% | Added |
| City Holding Co | 7,570 | $267.9K | 0.04% | +52+0.7% | Added |
| Peoples Bank | 7,567 | $267.9K | 0.16% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,519 | $266.2K | 0.02% | +150+2.0% | Added |
| Redwood Wealth Management Group, LLC | 7,488 | $265.1K | 0.29% | +21+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,446 | $263.6K | 0.02% | +7,446 | New |
| Visionary Wealth Advisors | 7,422 | $262.7K | 0.02% | +10+0.1% | Added |
| First Financial Bankshares Inc | 7,399 | $261.9K | 0.01% | +7,399 | New |
| Traveka Wealth, LLC | 7,395 | $261.8K | 0.13% | +7,395 | New |
| ProVise Management Group, LLC | 7,394 | $261.7K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,379 | $261.2K | 0.13% | −1,054−12.5% | Reduced |
| Brighton Jones LLC | 7,323 | $259.2K | 0.01% | +7,323 | New |
| WealthPlan Investment Management, LLC | 7,321 | $259.2K | 0.04% | −7,595−50.9% | Reduced |
| Charter Trust Co | 7,303 | $258.5K | 0.02% | −2,125−22.5% | Reduced |
| Encompass Wealth Advisors, LLC | 7,286 | $257.9K | 0.08% | −2,071−22.1% | Reduced |
| PDS Planning, Inc | 7,284 | $257.9K | 0.03% | −396−5.2% | Reduced |
| Advisory Alpha, LLC | 7,283 | $257.8K | 0.01% | +613+9.2% | Added |
| Keystone Wealth Services, LLC | 7,227 | $255.8K | 0.09% | −267−3.6% | Reduced |