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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 9,395 | $354.0K | 0.06% | +9,395 | New |
| FinTrust Capital Advisors, LLC | 9,404 | $354.3K | 0.07% | −1,357−12.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,457 | $356.3K | 0.03% | −406−4.1% | Reduced |
| Formidable Asset Management, LLC | 9,457 | $356.4K | 0.06% | +2,781+41.7% | Added |
| Horizon Kinetics Asset Management LLC | 9,519 | $358.7K | 0.01% | 00.0% | Unchanged |
| SCP Investment, LP | 9,600 | $361.7K | 0.23% | +2,800+41.2% | Added |
| TrueWealth Advisors, LLC | 9,604 | $361.9K | 0.14% | +95+1.0% | Added |
| EP Wealth Advisors, LLC | 9,609 | $362.1K | 0.00% | −806−7.7% | Reduced |
| Independent Financial Group, LLC | 9,619 | $362.4K | 0.02% | −2,914−23.3% | Reduced |
| Ronald Blue Trust, Inc. | 9,632 | $362.9K | 0.01% | −3,220−25.1% | Reduced |
| Sofos Investments, Inc. | 10,012 | $365.9K | 0.05% | +5,025+100.8% | Added |
| Capital Analysts, LLC | 9,737 | $367.0K | 0.02% | +22+0.2% | Added |
| Arbor Capital Management Inc | 9,721 | $368.0K | 0.35% | −1,366−12.3% | Reduced |
| Winslow Asset Management Inc | 9,762 | $368.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 9,800 | $369.3K | 0.05% | +9,800 | New |
| Flputnam Investment Management Co | 9,846 | $371.0K | 0.01% | +952+10.7% | Added |
| CX Institutional | 9,859 | $371.5K | 0.02% | −103−1.0% | Reduced |
| ProVise Management Group, LLC | 9,863 | $371.6K | 0.03% | +2,469+33.4% | Added |
| Wunderlich Capital Managemnt | 9,870 | $371.9K | 0.17% | −1,231−11.1% | Reduced |
| Van Leeuwen & Company, LLC | 9,871 | $371.9K | 0.19% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 9,885 | $372.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9,929 | $374.1K | 0.04% | +301+3.1% | Added |
| Moloney Securities Asset Management, LLC | 9,940 | $374.5K | 0.06% | +104+1.1% | Added |
| Eastern Bank | 10,000 | $376.8K | 0.02% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 10,017 | $377.5K | 0.18% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 10,060 | $379.1K | 0.40% | −1,000−9.0% | Reduced |
| Sweet Financial Partners, LLC | 10,083 | $379.9K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,132 | $381.8K | 0.05% | +3,879+62.0% | Added |
| Straight Path Wealth Management | 10,142 | $382.2K | 0.21% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,153 | $382.6K | 0.17% | +10,153 | New |
| Private Trust Co NA | 10,184 | $383.7K | 0.04% | −160−1.5% | Reduced |
| Focus Financial Network, Inc. | 10,201 | $386.8K | 0.02% | +10,201 | New |
| Atlas Capital Advisors LLC | 10,285 | $387.5K | 0.06% | −474−4.4% | Reduced |
| Exencial Wealth Advisors, LLC | 10,294 | $387.9K | 0.01% | −391−3.7% | Reduced |
| Marcum Wealth, LLC | 10,302 | $388.2K | 0.04% | +3,153+44.1% | Added |
| Lowe Brockenbrough & Co Inc | 10,304 | $388.3K | 0.03% | −33−0.3% | Reduced |
| Capital Investment Counsel, Inc | 10,305 | $388.3K | 0.07% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10,343 | $389.7K | 0.12% | +213+2.1% | Added |
| Hexagon Capital Partners LLC | 10,345 | $389.8K | 0.09% | +13+0.1% | Added |
| Perkins Capital Management Inc | 10,350 | $390.0K | 0.33% | 00.0% | Unchanged |
| Hartline Investment Corp | 10,367 | $390.6K | 0.07% | +10,367 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,367 | $390.6K | 0.07% | +10,367 | New |
| Wealthspire Advisors, LLC | 10,390 | $391.5K | 0.01% | −216−2.0% | Reduced |
| Freestone Capital Holdings, LLC | 10,400 | $391.9K | 0.01% | +10,400 | New |
| Shayne & Co., LLC | 10,446 | $393.6K | 0.11% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 10,468 | $394.4K | 0.04% | +210+2.0% | Added |
| Brookstone Capital Management | 10,569 | $398.3K | 0.01% | −1,715−14.0% | Reduced |
| Xcel Wealth Management, LLC | 10,598 | $399.3K | 0.12% | −100−0.9% | Reduced |
| Inscription Capital, LLC | 10,675 | $402.2K | 0.07% | +10,675 | New |
| BSW Wealth Partners | 10,691 | $402.9K | 0.07% | +40.0% | Added |
| Cedar Brook Financial Partners, LLC | 10,716 | $403.8K | 0.08% | −71−0.7% | Reduced |
| WCG Wealth Advisors LLC | 10,718 | $404.0K | 0.03% | −3,175−22.9% | Reduced |
| Accel Wealth Management | 10,771 | $405.9K | 0.17% | +350+3.4% | Added |
| Keebeck Wealth Management, LLC | 10,807 | $407.2K | 0.06% | −4,000−27.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,817 | $407.6K | 0.12% | −250−2.3% | Reduced |
| Hilltop Holdings Inc. | 10,820 | $407.7K | 0.05% | −9,693−47.3% | Reduced |
| Alps Advisors Inc | 10,859 | $409.2K | 0.00% | +147+1.4% | Added |
| Fiduciary Trust Co | 10,872 | $409.7K | 0.01% | −42−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,586 | $411.9K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,936 | $412.1K | 0.04% | −2,472−18.4% | Reduced |
| RSM US Wealth Management LLC | 11,003 | $414.6K | 0.01% | +3,430+45.3% | Added |
| Sunbelt Securities, Inc. | 11,026 | $415.5K | 0.05% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 11,745 | $415.8K | 0.75% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,041 | $416.0K | 0.04% | +2,370+27.3% | Added |
| Stonegate Investment Group, LLC | 11,090 | $417.9K | 0.01% | +2,800+33.8% | Added |
| Nicholas Hoffman & Company, LLC. | 11,113 | $418.7K | 0.02% | +699+6.7% | Added |
| Rosenberg Matthew Hamilton | 11,060 | $419.6K | 0.12% | +141+1.3% | Added |
| Wagner Wealth Management, LLC | 11,200 | $422.0K | 0.13% | −2,379−17.5% | Reduced |
| Spire Wealth Management | 11,213 | $422.5K | 0.01% | −700−5.9% | Reduced |
| Peddock Capital Advisors, LLC | 11,219 | $422.7K | 0.11% | +175+1.6% | Added |
| Thrivent Financial for Lutherans | 11,234 | $423.0K | 0.00% | −7,910−41.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,265 | $424.5K | 0.00% | +494+4.6% | Added |
| Plancorp, LLC | 11,288 | $425.3K | 0.02% | +231+2.1% | Added |
| KLCM Advisors, Inc. | 11,379 | $428.7K | 0.06% | −100−0.9% | Reduced |
| LM Advisors LLC | 11,377 | $429.0K | 0.07% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 11,404 | $429.7K | 0.18% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 11,416 | $430.2K | 0.10% | +166+1.5% | Added |
| Keystone Financial Group | 11,456 | $431.7K | 0.06% | +72+0.6% | Added |
| Country Club Bank | 11,536 | $434.7K | 0.03% | +178+1.6% | Added |
| Ar Asset Management Inc | 11,642 | $439.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 11,696 | $440.7K | 0.01% | +315+2.8% | Added |
| Centaurus Financial, Inc. | 11,791 | $444.0K | 0.03% | −199−1.7% | Reduced |
| Goodman Financial Corp | 11,822 | $445.5K | 0.10% | −1,655−12.3% | Reduced |
| Accurate Wealth Management, LLC | 11,597 | $446.7K | 0.13% | −41−0.4% | Reduced |
| Pitcairn Co | 11,983 | $451.5K | 0.03% | −1,186−9.0% | Reduced |
| Asset Allocation & Management Company, LLC | 12,000 | $452.0K | 0.30% | 00.0% | Unchanged |
| Northeast Investment Management | 11,997 | $452.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 12,016 | $452.7K | 0.01% | +459+4.0% | Added |
| Wintrust Investments LLC | 12,073 | $455.0K | 0.04% | −2,009−14.3% | Reduced |
| Trust Point Inc. | 12,076 | $455.0K | 0.04% | +834+7.4% | Added |
| Pekin Hardy Strauss, Inc. | 12,087 | $455.4K | 0.06% | −150−1.2% | Reduced |
| Krilogy Financial LLC | 12,149 | $457.8K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 12,163 | $458.3K | 0.01% | −1,269−9.4% | Reduced |
| Fruth Investment Management | 12,192 | $459.0K | 0.12% | 00.0% | Unchanged |
| RNC Capital Management LLC | 12,198 | $459.6K | 0.03% | −1,119−8.4% | Reduced |
| IHT Wealth Management, LLC | 12,199 | $459.7K | 0.02% | −1,059−8.0% | Reduced |
| Weinberger Asset Management, Inc | 12,214 | $460.2K | 0.22% | −2,955−19.5% | Reduced |
| Gallacher Capital Management LLC | 12,292 | $463.2K | 0.24% | +585+5.0% | Added |
| Argent Trust Co | 12,321 | $464.3K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,328 | $464.5K | 0.02% | +2,081+20.3% | Added |