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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 7,206 | $255.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 7,202 | $255.0K | 0.04% | −200−2.7% | Reduced |
| Bridges Investment Management Inc | 7,188 | $254.5K | 0.01% | −1,300−15.3% | Reduced |
| United Asset Strategies, Inc. | 7,150 | $253.1K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,149 | $253.1K | 0.03% | −241−3.3% | Reduced |
| Glassman Wealth Services | 7,113 | $251.8K | 0.04% | −28−0.4% | Reduced |
| Pin Oak Investment Advisors Inc | 7,057 | $250.0K | 0.25% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $249.6K | 0.19% | 00.0% | Unchanged |
| Caldwell Trust Co | 7,040 | $249.2K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 7,004 | $247.9K | 0.07% | +20.0% | Added |
| Sterling Investment Advisors, Ltd. | 7,000 | $247.8K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 6,993 | $247.6K | 0.00% | +622+9.8% | Added |
| North Point Portfolio Managers Corp | 6,957 | $246.3K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 6,951 | $246.1K | 0.01% | −131−1.8% | Reduced |
| TruWealth Advisors, LLC | 6,936 | $245.5K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,920 | $245.0K | 0.00% | +6,920 | New |
| Eads & Heald Wealth Management | 6,877 | $243.0K | 0.12% | −205−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 6,851 | $242.5K | 0.01% | −229−3.2% | Reduced |
| Soltis Investment Advisors LLC | 6,838 | $242.1K | 0.03% | −198−2.8% | Reduced |
| Naples Money Management LLC | 6,801 | $240.8K | 0.23% | +6,801 | New |
| Empower Advisory Group, LLC | 6,783 | $240.1K | 0.00% | +291+4.5% | Added |
| KLR Investment Advisors, LLC | 6,779 | $240.0K | 0.17% | −15,045−68.9% | Reduced |
| Aspen Grove Capital, LLC | 6,239 | $239.7K | 0.07% | −548−8.1% | Reduced |
| Virtue Capital Management, LLC | 6,658 | $239.7K | 0.05% | +100+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,764 | $239.5K | 0.01% | +11+0.2% | Added |
| Compagnie Lombard Odier SCmA | 6,760 | $239.3K | 0.00% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,025 | $239.1K | 0.29% | −196−2.7% | Reduced |
| United Community Bank | 6,719 | $237.9K | 0.10% | +6,719 | New |
| Formidable Asset Management, LLC | 6,676 | $236.3K | 0.05% | +6,676 | New |
| IFG Advisors, LLC | 6,648 | $235.3K | 0.07% | 00.0% | Unchanged |
| Slagle Financial, LLC | 13,282 | $235.1K | 0.13% | +5,478+70.2% | Added |
| SCP Investment, LP | 6,800 | $235.0K | 0.19% | +6,800 | New |
| JJJ Advisors Inc. | 6,638 | $235.0K | 0.06% | −51−0.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,627 | $234.6K | 0.02% | −14,437−68.5% | Reduced |
| Sound Income Strategies, LLC | 6,607 | $233.9K | 0.02% | +4,192+173.6% | Added |
| SevenBridge Financial Group, LLC | 6,588 | $233.2K | 0.06% | −205−3.0% | Reduced |
| Traphagen Investment Advisors LLC | 6,583 | $233.0K | 0.03% | −41−0.6% | Reduced |
| OneAscent Financial Services LLC | 6,593 | $233.0K | 0.03% | +6,593 | New |
| Cohen Capital Management, Inc. | 6,562 | $232.3K | 0.04% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,552 | $231.9K | 0.00% | −228−3.4% | Reduced |
| WealthShield Partners, LLC | 6,542 | $231.6K | 0.04% | +95+1.5% | Added |
| FourThought Financial Partners, LLC | 6,534 | $231.3K | 0.03% | −33−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 6,500 | $230.1K | 0.08% | 00.0% | Unchanged |
| Greenfield Savings Bank | 6,456 | $228.5K | 0.13% | +73+1.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,543 | $228.3K | 0.15% | +69+1.1% | Added |
| Wedmont Private Capital | 6,439 | $228.1K | 0.02% | +6,439 | New |
| Citizens Financial Group Inc | 6,415 | $227.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,407 | $226.8K | 0.04% | −279−4.2% | Reduced |
| Brown Brothers Harriman & Co | 6,402 | $226.6K | 0.00% | −1,742−21.4% | Reduced |
| Madison Park Capital Advisors, LLC | 6,385 | $226.0K | 0.22% | +6,385 | New |
| Second Line Capital, LLC | 6,375 | $225.7K | 0.09% | +6,375 | New |
| Moneta Group Investment Advisors LLC | 6,375 | $225.7K | 0.00% | +580+10.0% | Added |
| Evolution Wealth Advisors, LLC | 6,348 | $224.7K | 0.05% | +6,348 | New |
| Marks Group Wealth Management, Inc | 6,343 | $224.5K | 0.03% | −348−5.2% | Reduced |
| Eagle Global Advisors LLC | 6,341 | $224.5K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 6,333 | $224.2K | 0.03% | −1,690−21.1% | Reduced |
| Dakota Wealth Management | 6,299 | $223.0K | 0.01% | +6,299 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,253 | $222.6K | 0.05% | +6,253 | New |
| Cito Capital Group, LLC | 6,280 | $222.0K | 0.10% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 6,261 | $221.6K | 0.08% | +6,261 | New |
| Bruce G. Allen Investments, LLC | 6,185 | $218.9K | 0.20% | +6,185 | New |
| Park National Corp | 6,135 | $217.2K | 0.01% | +98+1.6% | Added |
| Insight Wealth Partners, LLC | 6,113 | $216.4K | 0.16% | −154−2.5% | Reduced |
| Crescent Grove Advisors, LLC | 6,085 | $215.4K | 0.02% | −62−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,082 | $215.3K | 0.10% | +213+3.6% | Added |
| NTV Asset Management LLC | 6,082 | $215.3K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,081 | $215.0K | 0.03% | +12+0.2% | Added |
| Regal Investment Advisors LLC | 6,057 | $214.4K | 0.02% | +292+5.1% | Added |
| Belpointe Asset Management LLC | 6,050 | $214.2K | 0.02% | −7,192−54.3% | Reduced |
| Berger Financial Group, Inc | 6,048 | $214.1K | 0.02% | −267−4.2% | Reduced |
| Americana Partners, LLC | 6,040 | $213.8K | 0.02% | −1,536−20.3% | Reduced |
| Noesis Capital Mangement Corp | 6,027 | $213.4K | 0.05% | −1,950−24.4% | Reduced |
| Seed Wealth Management, Inc. | 6,010 | $213.4K | 0.22% | +810+15.6% | Added |
| Union Investments & Development Ltd. | 6,000 | $212.4K | 0.20% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,994 | $212.2K | 0.03% | +13+0.2% | Added |
| Insight 2811, Inc. | 5,974 | $211.5K | 0.12% | −346−5.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,965 | $211.2K | 0.11% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,942 | $210.3K | 0.02% | −27−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 5,930 | $209.9K | 0.00% | +5,930 | New |
| Strategic Wealth Designers | 5,926 | $209.8K | 0.03% | +153+2.7% | Added |
| Nalls Sherbakoff Group, LLC | 5,910 | $209.2K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,876 | $208.0K | 0.13% | −6−0.1% | Reduced |
| Litman Gregory Asset Management LLC | 5,875 | $208.0K | 0.02% | −1,000−14.5% | Reduced |
| First Horizon Advisors, Inc. | 5,867 | $207.7K | 0.01% | −392−6.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 5,852 | $207.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,850 | $207.1K | 0.03% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,849 | $207.0K | 0.05% | +85+1.5% | Added |
| Holistic Planning, LLC | 5,834 | $206.5K | 0.17% | +5,834 | New |
| First National Bank | 5,813 | $205.8K | 0.16% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 5,812 | $205.7K | 0.08% | −799−12.1% | Reduced |
| Acorn Creek Capital LLC | 5,798 | $205.2K | 0.09% | +5,798 | New |
| Duncker Streett & Co Inc | 5,780 | $204.6K | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,764 | $204.0K | 0.04% | +5,764 | New |
| CMG Global Holdings, LLC | 5,695 | $202.8K | 0.15% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,724 | $202.6K | 0.01% | −1,379−19.4% | Reduced |
| MKT Advisors LLC | 5,622 | $202.6K | 0.13% | −250−4.3% | Reduced |
| Avaii Wealth Management, LLC | 5,668 | $200.6K | 0.13% | −264−4.5% | Reduced |
| Cullen Investment Group, Ltd. | 5,665 | $200.6K | 0.04% | +5,665 | New |
| Hurlow Wealth Management Group, Inc. | 5,656 | $200.2K | 0.08% | 00.0% | Unchanged |
| Human Investing LLC | 5,655 | $200.2K | 0.04% | −2,719−32.5% | Reduced |