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