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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 7,206 | $272.0K | 0.01% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,227 | $272.3K | 0.09% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,240 | $272.8K | 0.02% | +1,200+19.9% | Added |
| City Holding Co | 7,264 | $273.7K | 0.04% | −306−4.0% | Reduced |
| Summit Financial, LLC | 7,271 | $274.0K | 0.02% | +7,271 | New |
| Dorsey & Whitney Trust CO LLC | 7,301 | $275.1K | 0.02% | −145−1.9% | Reduced |
| Charter Trust Co | 7,303 | $275.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 7,314 | $275.6K | 0.03% | +274+3.9% | Added |
| WealthPlan Investment Management, LLC | 7,321 | $275.9K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 7,355 | $277.1K | 0.02% | −806−9.9% | Reduced |
| Optimum Investment Advisors | 7,379 | $278.0K | 0.13% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,393 | $278.6K | 0.13% | +3,144+74.0% | Added |
| Graypoint LLC | 7,396 | $278.7K | 0.02% | +7,396 | New |
| Fayez Sarofim & Co | 7,399 | $278.8K | 0.00% | −2,564−25.7% | Reduced |
| Visionary Wealth Advisors | 7,429 | $279.9K | 0.02% | +7+0.1% | Added |
| Berkshire Asset Management LLC | 7,443 | $280.0K | 0.01% | −76−1.0% | Reduced |
| Redwood Wealth Management Group, LLC | 7,456 | $280.9K | 0.30% | −32−0.4% | Reduced |
| Powers Advisory Group, LLC | 7,492 | $282.3K | 0.16% | −1,426−16.0% | Reduced |
| LongView Wealth Management | 7,503 | $282.7K | 0.11% | −1,799−19.3% | Reduced |
| Clear Street Markets LLC | 7,552 | $285.0K | 0.13% | −305,311−97.6% | Reduced |
| Peoples Bank | 7,567 | $285.1K | 0.16% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,592 | $286.1K | 0.01% | +741+10.8% | Added |
| Kingswood Wealth Advisors, LLC | 7,593 | $286.1K | 0.03% | −594−7.3% | Reduced |
| First Citizens Bank & Trust Co | 7,670 | $289.0K | 0.01% | +7,670 | New |
| Wealth Dimensions Group, Ltd. | 7,701 | $290.2K | 0.09% | −1,683−17.9% | Reduced |
| Shelton Capital Management | 7,705 | $290.3K | 0.01% | +754+10.8% | Added |
| Second Line Capital, LLC | 7,757 | $292.3K | 0.09% | +1,382+21.7% | Added |
| Robertson Stephens Wealth Management, LLC | 7,761 | $292.4K | 0.02% | −39−0.5% | Reduced |
| Palogic Value Management, L.P. | 7,779 | $293.1K | 0.13% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,805 | $294.1K | 0.08% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,853 | $295.9K | 0.18% | −1,429−15.4% | Reduced |
| OneAscent Financial Services LLC | 7,828 | $297.0K | 0.03% | +1,235+18.7% | Added |
| D'Orazio & Associates, Inc. | 7,898 | $297.6K | 0.05% | +116+1.5% | Added |
| Univest Financial Corp | 7,938 | $299.1K | 0.08% | −500−5.9% | Reduced |
| Moneta Group Investment Advisors LLC | 8,007 | $301.7K | 0.00% | +1,632+25.6% | Added |
| CRA Financial Services, LLC | 8,009 | $301.8K | 0.07% | +75+0.9% | Added |
| Empire Financial Management Company, LLC | 8,037 | $302.9K | 0.10% | +100+1.3% | Added |
| Alpha Cubed Investments, LLC | 8,043 | $303.1K | 0.02% | −1,169−12.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,086 | $304.7K | 0.08% | −500−5.8% | Reduced |
| Delta Financial Group, Inc. | 8,119 | $306.0K | 0.09% | −36−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 8,166 | $307.7K | 0.01% | +8,166 | New |
| Modera Wealth Management, LLC | 8,169 | $307.8K | 0.00% | +169+2.1% | Added |
| Principal Street Partners, LLC | 8,142 | $308.1K | 0.06% | +26+0.3% | Added |
| Dupree Financial Group, LLC | 8,182 | $308.4K | 0.14% | +8,182 | New |
| Eagle Asset Management Inc | 8,156 | $309.4K | 0.00% | −228−2.7% | Reduced |
| Rehmann Capital Advisory Group | 8,223 | $309.8K | 0.02% | −77−0.9% | Reduced |
| PDS Planning, Inc | 8,242 | $310.6K | 0.03% | +958+13.2% | Added |
| LCNB Corp | 8,257 | $311.1K | 0.11% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 8,271 | $311.7K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 8,274 | $311.8K | 0.03% | −566−6.4% | Reduced |
| AdvisorNet Financial, Inc | 8,309 | $313.1K | 0.03% | −2,156−20.6% | Reduced |
| Bridge Creek Capital Management LLC | 8,325 | $313.7K | 0.10% | +1,825+28.1% | Added |
| Sigma Investment Counselors Inc | 8,334 | $314.0K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,337 | $314.2K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,341 | $314.3K | 0.00% | +1,558+23.0% | Added |
| Oxford Financial Group Ltd | 8,349 | $314.6K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,375 | $315.6K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 8,388 | $316.1K | 0.00% | +725+9.5% | Added |
| Atlantic Union Bankshares Corp | 8,391 | $316.2K | 0.03% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 8,400 | $316.5K | 0.15% | 00.0% | Unchanged |
| Vima LLC | 8,443 | $318.1K | 0.37% | −1,082−11.4% | Reduced |
| Successful Portfolios LLC | 8,447 | $318.3K | 0.22% | +301+3.7% | Added |
| Summit X, LLC | 8,455 | $318.6K | 0.08% | +411+5.1% | Added |
| Dorchester Wealth Management Co | 8,500 | $320.3K | 0.06% | −100−1.2% | Reduced |
| Nwam LLC | 8,536 | $320.8K | 0.03% | −621−6.8% | Reduced |
| WealthTrust Axiom LLC | 8,528 | $321.3K | 0.10% | −750−8.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,609 | $324.4K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,621 | $324.8K | 0.22% | +17+0.2% | Added |
| Eagle Rock Investment Company, LLC | 8,623 | $324.9K | 0.06% | −50−0.6% | Reduced |
| Cambridge Trust Co | 8,630 | $325.2K | 0.01% | +583+7.2% | Added |
| Geneos Wealth Management Inc. | 8,655 | $326.1K | 0.01% | −6,132−41.5% | Reduced |
| Nations Financial Group Inc, | 8,662 | $326.4K | 0.03% | −698−7.5% | Reduced |
| Ieq Capital, LLC | 8,681 | $327.1K | 0.00% | +102+1.2% | Added |
| Axxcess Wealth Management, LLC | 8,731 | $329.0K | 0.01% | +218+2.6% | Added |
| Eight 31 Financial LLC | 8,762 | $330.1K | 0.20% | −785−8.2% | Reduced |
| Perigon Wealth Management, LLC | 8,774 | $330.6K | 0.01% | +873+11.0% | Added |
| Hendershot Investments Inc. | 8,788 | $331.1K | 0.05% | −400−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,793 | $331.3K | 0.00% | +6,504+284.1% | Added |
| Redhawk Wealth Advisors, Inc. | 8,862 | $333.9K | 0.05% | −3,070−25.7% | Reduced |
| Toronto Dominion Bank | 8,895 | $335.2K | 0.00% | +1,312+17.3% | Added |
| Goelzer Investment Management, Inc. | 8,909 | $335.7K | 0.02% | −12−0.1% | Reduced |
| Essex Savings Bank | 9,536 | $337.5K | 0.10% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,000 | $339.1K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9,005 | $339.3K | 0.13% | −400−4.3% | Reduced |
| Clarus Group, Inc. | 9,038 | $340.5K | 0.24% | −200−2.2% | Reduced |
| Chapin Davis, Inc. | 9,072 | $341.8K | 0.12% | −481−5.0% | Reduced |
| Morningstar Investment Services LLC | 9,144 | $343.0K | 0.00% | −8,871−49.2% | Reduced |
| Green Square Capital Advisors LLC | 9,105 | $343.1K | 0.05% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 8,850 | $343.1K | 0.09% | +5,550+168.2% | Added |
| Foundations Investment Advisors, LLC | 9,115 | $343.4K | 0.01% | +134+1.5% | Added |
| Phillips Wealth Planners LLC | 8,936 | $345.2K | 0.40% | +1,911+27.2% | Added |
| NBT Bank N A | 9,244 | $348.3K | 0.03% | +38+0.4% | Added |
| Keb Asset Management, LLC | 9,286 | $349.9K | 0.12% | +103+1.1% | Added |
| Sentinus, LLC | 9,287 | $349.9K | 0.12% | +9,287 | New |
| Lake Street Advisors Group, LLC | 9,311 | $350.8K | 0.02% | −828−8.2% | Reduced |
| CWA Asset Management Group, LLC | 9,322 | $351.3K | 0.02% | −23−0.2% | Reduced |
| Advisors Management Group Inc | 9,340 | $352.0K | 0.09% | −568−5.7% | Reduced |
| 180 Wealth Advisors, LLC | 9,345 | $352.1K | 0.06% | +230+2.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,381 | $353.5K | 0.01% | −285−2.9% | Reduced |
| Financial Strategies Group, Inc. | 9,000 | $353.6K | 0.10% | 00.0% | Unchanged |