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 |
|---|---|---|---|---|---|
| American National Bank | 17,792 | $670.4K | 0.09% | +2,408+15.7% | Added |
| Edgestream Partners, L.P. | 18,160 | $684.3K | 0.03% | +1,857+11.4% | Added |
| Mill Capital Management, LLC | 18,276 | $688.6K | 0.06% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 17,531 | $691.1K | 0.59% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 18,346 | $691.3K | 0.02% | +7,001+61.7% | Added |
| Cornerstone Wealth Management, LLC | 18,353 | $691.6K | 0.06% | −169−0.9% | Reduced |
| Westwood Holdings Group Inc. | 18,370 | $692.0K | 0.01% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 18,395 | $693.1K | 0.07% | −2,635−12.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,438 | $694.7K | 0.07% | −1,000−5.1% | Reduced |
| Argyle Capital Management Inc. | 18,441 | $694.9K | 0.27% | +3,400+22.6% | Added |
| Vista Investment Management | 18,611 | $701.3K | 0.29% | +18,611 | New |
| Virtu Financial LLC | 18,739 | $706.0K | 0.05% | −31,609−62.8% | Reduced |
| Edge Wealth Management LLC | 18,765 | $707.1K | 0.15% | −60−0.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 17,917 | $707.2K | 0.13% | −233−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 18,793 | $708.3K | 0.04% | −1,572−7.7% | Reduced |
| Equitable Trust Co | 18,857 | $710.5K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 18,863 | $710.7K | 0.04% | +6,759+55.8% | Added |
| Oxinas Partners Wealth Management LLC | 18,878 | $711.3K | 0.46% | −71−0.4% | Reduced |
| Grandfield & Dodd, LLC | 18,968 | $714.7K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 19,026 | $716.9K | 0.13% | +643+3.5% | Added |
| McDonald Partners LLC | 19,086 | $719.2K | 0.20% | +9,450+98.1% | Added |
| Nilsine Partners, LLC | 19,087 | $719.2K | 0.10% | −1,270−6.2% | Reduced |
| Syon Capital LLC | 19,237 | $724.9K | 0.07% | +2,353+13.9% | Added |
| Birmingham Capital Management Co Inc | 19,445 | $732.7K | 0.27% | −3,850−16.5% | Reduced |
| Horizon Investments, LLC | 19,458 | $733.2K | 0.02% | +19,435+84,500.0% | Added |
| First Hawaiian Bank | 19,469 | $733.6K | 0.02% | +751+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,565 | $737.2K | 0.11% | −1,150−5.6% | Reduced |
| Maxwell Wealth Strategies Inc. | 20,059 | $740.8K | 0.38% | −6,606−24.8% | Reduced |
| Louisbourg Investments Inc. | 19,680 | $741.5K | 0.21% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 19,703 | $742.4K | 0.01% | −1,175−5.6% | Reduced |
| InTrack Investment Management Inc | 19,823 | $746.9K | 0.55% | +1,726+9.5% | Added |
| Merit Financial Group, LLC | 19,340 | $748.4K | 0.02% | +4,224+27.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,885 | $749.3K | 0.03% | −14,192−41.6% | Reduced |
| FNY Investment Advisers, LLC | 20,000 | $753.0K | 0.49% | −10,000−33.3% | Reduced |
| Courier Capital LLC | 20,110 | $757.7K | 0.05% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 20,206 | $761.4K | 0.15% | +3,333+19.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,229 | $762.2K | 0.40% | +1,258+6.6% | Added |
| Covenant Partners, LLC | 20,234 | $762.4K | 0.22% | +9,154+82.6% | Added |
| Checchi Capital Advisers, LLC | 20,249 | $763.0K | 0.06% | −461−2.2% | Reduced |
| Pacific Global Investment Management CO | 20,451 | $770.6K | 0.15% | −254−1.2% | Reduced |
| Winning Points Advisors, LLC | 21,871 | $774.2K | 1.19% | 00.0% | Unchanged |
| Awm Capital, LLC | 20,579 | $775.4K | 0.13% | −13,734−40.0% | Reduced |
| Umb Bank N A | 20,595 | $776.0K | 0.01% | −4,006−16.3% | Reduced |
| Dynasty Wealth Management, LLC | 20,629 | $777.3K | 0.02% | +20,629 | New |
| Greenleaf Trust | 20,793 | $783.5K | 0.01% | +1,779+9.4% | Added |
| Prudential Financial Inc | 20,852 | $785.7K | 0.00% | −1,425−6.4% | Reduced |
| Founders Financial Securities LLC | 21,013 | $791.8K | 0.08% | +21,013 | New |
| Range Financial Group LLC | 21,179 | $798.0K | 0.41% | +1,071+5.3% | Added |
| Balboa Wealth Partners | 21,235 | $800.1K | 0.25% | −238−1.1% | Reduced |
| Oak Harvest Investment Services | 21,248 | $800.6K | 0.13% | +83+0.4% | Added |
| Moody National Bank Trust Division | 21,293 | $802.3K | 0.06% | −510−2.3% | Reduced |
| Dynamic Advisor Solutions LLC | 21,408 | $806.7K | 0.03% | −50−0.2% | Reduced |
| Glenview Trust Co | 21,445 | $808.0K | 0.02% | +177+0.8% | Added |
| Founders Financial Alliance, LLC | 21,465 | $808.8K | 0.24% | −773−3.5% | Reduced |
| Osborne Partners Capital Management, LLC | 21,477 | $809.3K | 0.05% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 21,600 | $813.9K | 0.28% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,619 | $814.6K | 0.40% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 21,753 | $819.7K | 0.40% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 22,200 | $836.5K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22,207 | $836.8K | 0.07% | −517−2.3% | Reduced |
| BFSG, LLC | 22,385 | $843.5K | 0.11% | −2,290−9.3% | Reduced |
| Qtron Investments LLC | 22,437 | $845.4K | 0.12% | −14,296−38.9% | Reduced |
| Caas Capital Management LP | 22,612 | $852.0K | 0.36% | +22,612 | New |
| Modern Wealth Management, LLC | 22,775 | $858.2K | 0.08% | +102+0.4% | Added |
| Principal Securities, Inc. | 22,862 | $861.5K | 0.03% | +301+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 22,943 | $864.5K | 0.01% | +4,577+24.9% | Added |
| Rossmore Private Capital | 22,968 | $865.4K | 0.11% | +1,312+6.1% | Added |
| AE Wealth Management LLC | 22,984 | $866.0K | 0.01% | −324,564−93.4% | Reduced |
| AQR Capital Management LLC | 23,055 | $868.7K | 0.00% | +23,055 | New |
| GYL Financial Synergies, LLC | 23,119 | $871.1K | 0.07% | −1,772−7.1% | Reduced |
| Forum Financial Management, LP | 23,144 | $872.1K | 0.01% | +139+0.6% | Added |
| Csenge Advisory Group | 23,163 | $872.8K | 0.05% | −756−3.2% | Reduced |
| Monarch Capital Management Inc | 23,167 | $872.9K | 0.25% | −10.0% | Reduced |
| Great Valley Advisor Group, Inc. | 23,240 | $876.0K | 0.03% | +1,021+4.6% | Added |
| Whittier Trust Co of Nevada Inc | 23,254 | $876.2K | 0.03% | +5,528+31.2% | Added |
| Donoghue Forlines LLC | 23,384 | $881.1K | 0.25% | +182+0.8% | Added |
| Synovus Financial Corp | 23,446 | $883.8K | 0.01% | +1,580+7.2% | Added |
| Sapient Capital LLC | 23,455 | $883.8K | 0.02% | −6,250−21.0% | Reduced |
| Vertex Planning Partners, LLC | 23,456 | $883.8K | 0.24% | −3,000−11.3% | Reduced |
| Corsair Capital Management, L.P. | 23,678 | $892.2K | 0.25% | +23,678 | New |
| Martin Investment Management, LLC | 23,960 | $902.8K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 23,989 | $903.9K | 0.10% | −1,468−5.8% | Reduced |
| Guggenheim Capital LLC | 24,050 | $906.2K | 0.01% | −8,340−25.7% | Reduced |
| MAI Capital Management | 24,180 | $911.1K | 0.01% | −2,771−10.3% | Reduced |
| Wesbanco Bank Inc | 24,221 | $912.6K | 0.03% | +3,285+15.7% | Added |
| Fidelis Capital Partners, LLC | 24,252 | $913.8K | 0.14% | +8,792+56.9% | Added |
| Headlands Technologies LLC | 24,326 | $916.6K | 0.22% | +12,768+110.5% | Added |
| Fairview Capital Investment Management, LLC | 24,360 | $917.9K | 0.05% | +24,360 | New |
| Tiaa Trust, National Association | 24,514 | $923.7K | 0.00% | −2,919−10.6% | Reduced |
| Mission Wealth Management, LP | 24,640 | $928.4K | 0.02% | +6,659+37.0% | Added |
| Cookson Peirce & Co Inc | 24,812 | $935.0K | 0.05% | +24,812 | New |
| Legacy Capital Group California, Inc. | 24,856 | $936.6K | 0.35% | −866−3.4% | Reduced |
| Cozad Asset Management Inc | 25,243 | $951.2K | 0.10% | −293−1.1% | Reduced |
| Foster & Motley Inc | 25,266 | $952.0K | 0.07% | −183−0.7% | Reduced |
| Boston Private Wealth LLC | 25,309 | $953.6K | 0.02% | −604−2.3% | Reduced |
| Vident Advisory, LLC | 25,387 | $956.6K | 0.02% | +1,207+5.0% | Added |
| Heritage Trust Co | 25,449 | $958.9K | 0.13% | −724−2.8% | Reduced |
| Fox Run Management, L.L.C. | 25,555 | $962.9K | 0.21% | +25,555 | New |
| Garde Capital, Inc. | 25,667 | $967.0K | 0.07% | −129−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 25,757 | $970.5K | 0.23% | 00.0% | Unchanged |