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, Q1 2024
Institutional positions in BP PLC as of Mar 31, 2024. 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
- 1,200
- +32 vs. Q4 2023
- Shares held
- 324.1M
- +232.9K (+0.1%) vs. Q4 2023
- Total value
- $12.2B
- +$747.3M (+6.5%) vs. Q4 2023
- New holders
- 124
- 406 more added
- Sold out
- 92
- 420 more reduced
15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First United Bank Trust | 600 | $22.6K | 0.01% | −330−35.5% | Reduced |
| Fernwood Investment Management, LLC | 600 | $22.6K | 0.01% | +600 | New |
| Kozak & Associates, Inc. | 616 | $22.9K | 0.01% | +283+85.0% | Added |
| Financial Perspectives, Inc | 680 | $25.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 682 | $25.7K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 685 | $25.8K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 700 | $26.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 716 | $27.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 720 | $27.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 724 | $27.3K | 0.01% | +110+17.9% | Added |
| Colonial Trust Co | 735 | $27.7K | 0.01% | −11−1.5% | Reduced |
| Community Bank, N.A. | 738 | $27.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 730 | $27.9K | 0.01% | −330−31.1% | Reduced |
| Financial Management Professionals, Inc. | 731 | $28.0K | 0.00% | +235+47.4% | Added |
| Miller Wealth Advisors, LLC | 746 | $28.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 759 | $28.6K | 0.00% | −309−28.9% | Reduced |
| SOA Wealth Advisors, LLC. | 765 | $28.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 788 | $30.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $30.1K | 0.00% | −235,900−99.7% | Reduced |
| HHM Wealth Advisors, LLC | 800 | $30.1K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 822 | $31.0K | 0.02% | +47+6.1% | Added |
| Ruedi Wealth Management, Inc. | 824 | $31.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 832 | $31.4K | 0.01% | +487+141.2% | Added |
| LRI Investments, LLC | 834 | $31.4K | 0.01% | +834 | New |
| CoreFirst Bank & Trust | 839 | $31.6K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 854 | $32.0K | 0.01% | −345−28.8% | Reduced |
| PFS Partners, LLC | 857 | $32.3K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 852 | $32.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 865 | $32.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 873 | $32.9K | 0.02% | −2,190−71.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 882 | $33.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 889 | $33.5K | 0.00% | +234+35.7% | Added |
| West Branch Capital LLC | 901 | $34.0K | 0.01% | +750+496.7% | Added |
| GPS Wealth Strategies Group, LLC | 930 | $35.0K | 0.01% | −169−15.4% | Reduced |
| GHP Investment Advisors, Inc. | 937 | $35.3K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $37.7K | 0.03% | −1,250−55.6% | Reduced |
| Chelsea Counsel Co | 1,000 | $37.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,000 | $37.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,007 | $37.9K | 0.00% | +30+3.1% | Added |
| Salem Investment Counselors Inc | 1,020 | $38.4K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,040 | $40.0K | 0.02% | +1,040 | New |
| Carolinas Wealth Consulting LLC | 1,072 | $40.7K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1,095 | $41.3K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,108 | $41.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,120 | $42.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,129 | $42.5K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,130 | $42.6K | 0.01% | +7+0.6% | Added |
| Bangor Savings Bank | 1,151 | $43.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,165 | $43.9K | 0.01% | −1,150−49.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,226 | $46.2K | 0.00% | −84−6.4% | Reduced |
| Sandy Spring Bank | 1,227 | $46.2K | 0.00% | +32+2.7% | Added |
| Kelly Lawrence W & Associates Inc | 1,231 | $46.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,277 | $48.1K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,298 | $48.9K | 0.05% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,300 | $49.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,314 | $49.5K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,318 | $49.7K | 0.00% | −99−7.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,350 | $50.9K | 0.02% | −1,100−44.9% | Reduced |
| Institutional & Family Asset Management, LLC | 1,355 | $51.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,361 | $51.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,358 | $52.0K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,391 | $52.4K | 0.04% | −321−18.8% | Reduced |
| JCIC Asset Management Inc. | 1,400 | $52.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,422 | $53.6K | 0.01% | +177+14.2% | Added |
| Frazier Financial Advisors, LLC | 1,436 | $54.1K | 0.04% | +166+13.1% | Added |
| Gen-Wealth Partners Inc | 1,440 | $54.3K | 0.03% | +1,440 | New |
| First Command Advisory Services, Inc. | 1,477 | $55.7K | 0.00% | −34−2.3% | Reduced |
| Tompkins Financial Corp | 1,488 | $56.1K | 0.01% | −300−16.8% | Reduced |
| Basso Capital Management, L.P. | 1,500 | $56.5K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,534 | $57.8K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,534 | $57.8K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,541 | $58.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,543 | $58.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,547 | $58.3K | 0.02% | −101−6.1% | Reduced |
| Valley National Advisers Inc | 1,573 | $59.0K | 0.01% | −150−8.7% | Reduced |
| Nemes Rush Group LLC | 1,568 | $59.1K | 0.01% | −83−5.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,575 | $59.3K | 0.02% | +665+73.1% | Added |
| Barrett & Company, Inc. | 1,597 | $60.2K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,623 | $61.2K | 0.03% | +1,623 | New |
| CNB Bank | 1,626 | $61.3K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,662 | $62.6K | 0.02% | +1,662 | New |
| Norwood Financial Corp | 1,670 | $62.9K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,701 | $64.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,718 | $64.7K | 0.01% | +130+8.2% | Added |
| Christopher J. Hasenberg, Inc | 1,726 | $65.0K | 0.03% | +1,726 | New |
| Monetary Management Group Inc | 1,750 | $65.9K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,776 | $66.9K | 0.01% | −505−22.1% | Reduced |
| Westside Investment Management, Inc. | 1,811 | $68.2K | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,818 | $68.5K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,829 | $68.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,861 | $70.1K | 0.01% | +67+3.7% | Added |
| Twin Lakes Capital Management, LLC | 1,908 | $71.9K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,912 | $72.0K | 0.01% | −551−22.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,974 | $73.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,965 | $74.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,048 | $77.2K | 0.02% | −1,650−44.6% | Reduced |
| Palisade Asset Management, LLC | 2,069 | $78.0K | 0.01% | +2,069 | New |
| Smithfield Trust Co | 2,103 | $78.0K | 0.00% | −125−5.6% | Reduced |
| Covestor Ltd | 2,089 | $79.0K | 0.05% | +1,409+207.2% | Added |
| Trust Co of Vermont | 2,110 | $79.5K | 0.00% | +128+6.5% | Added |