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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 17,791 | $670.4K | 0.03% | +2,800+18.7% | Added |
| Lebenthal Global Advisors, LLC | 17,683 | $666.3K | 0.15% | +3,031+20.7% | Added |
| Mather Group, LLC. | 18,807 | $665.8K | 0.01% | −3,615−16.1% | Reduced |
| Allworth Financial LP | 17,641 | $664.7K | 0.00% | +8,135+85.6% | Added |
| Wellington Shields & Co., LLC | 17,619 | $663.9K | 0.22% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 17,479 | $658.6K | 0.04% | −7,100−28.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 17,373 | $654.6K | 0.02% | +234+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 17,348 | $653.7K | 0.01% | −916−5.0% | Reduced |
| SpiderRock Advisors, LLC | 17,266 | $652.5K | 0.02% | +17,266 | New |
| HM Payson & Co | 17,235 | $649.4K | 0.01% | +3,174+22.6% | Added |
| Profund Advisors LLC | 17,190 | $647.7K | 0.03% | −2,409−12.3% | Reduced |
| Susquehanna International Securities, Ltd. | 17,181 | $647.4K | 0.26% | −95,782−84.8% | Reduced |
| Venturi Wealth Management, LLC | 17,144 | $646.0K | 0.04% | +2,080+13.8% | Added |
| Foster Victor Wealth Advisors, LLC | 16,275 | $645.3K | 0.06% | +25+0.2% | Added |
| Atomi Financial Group, Inc. | 17,110 | $644.7K | 0.06% | +2,346+15.9% | Added |
| Fort Point Capital Partners LLC | 17,057 | $642.7K | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 17,031 | $642.0K | 0.03% | +17,031 | New |
| North Star Investment Management Corp. | 16,966 | $639.3K | 0.05% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 16,947 | $638.0K | 0.03% | +7,967+88.7% | Added |
| Elgethun Capital Management | 16,936 | $636.9K | 0.16% | +1,250+8.0% | Added |
| Simmons Bank | 16,862 | $635.4K | 0.05% | −608−3.5% | Reduced |
| Cowa, LLC | 16,860 | $635.3K | 0.37% | −500−2.9% | Reduced |
| Raelipskie Partnership | 16,777 | $632.2K | 0.36% | +1,194+7.7% | Added |
| Campbell & CO Investment Adviser LLC | 16,757 | $631.4K | 0.05% | +3,119+22.9% | Added |
| Fiduciary Alliance LLC | 16,584 | $629.2K | 0.11% | +189+1.2% | Added |
| Baxter Bros Inc | 16,672 | $628.2K | 0.08% | −700−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 16,541 | $623.3K | 0.01% | +5,226+46.2% | Added |
| David Loasby | 15,775 | $619.8K | 0.06% | −91−0.6% | Reduced |
| Jackson Square Capital, LLC | 16,263 | $612.8K | 0.16% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 16,204 | $610.0K | 0.01% | +3,465+27.2% | Added |
| Aull & Monroe Investment Management Corp | 16,066 | $605.4K | 0.28% | −66−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,006 | $603.1K | 0.03% | +9,242+136.6% | Added |
| Poehling Capital Management, LLC | 15,973 | $601.9K | 0.16% | +6,941+76.8% | Added |
| Allegheny Financial Group LTD | 15,953 | $601.1K | 0.19% | +493+3.2% | Added |
| Burrus Financial Services, Inc. | 15,943 | $600.7K | 0.31% | −30−0.2% | Reduced |
| West Family Investments, Inc. | 15,927 | $600.1K | 0.19% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 15,880 | $598.4K | 0.16% | −233−1.4% | Reduced |
| Recurrent Investment Advisors LLC | 118,080 | $586.9K | 0.07% | +118,080 | New |
| Bessemer Group Inc | 15,504 | $585.0K | 0.00% | +70+0.5% | Added |
| LVW Advisors, LLC | 15,519 | $584.8K | 0.10% | −95−0.6% | Reduced |
| HB Wealth Management, LLC | 15,460 | $582.5K | 0.01% | +1,989+14.8% | Added |
| Warren Averett Asset Management, LLC | 15,449 | $582.1K | 0.01% | +15,449 | New |
| Clarius Group, LLC | 15,299 | $576.5K | 0.04% | −519−3.3% | Reduced |
| Coastwise Capital Group, LLC | 15,229 | $573.8K | 0.53% | +3,173+26.3% | Added |
| Herold Advisors, Inc. | 15,018 | $566.1K | 0.14% | +1,978+15.2% | Added |
| EverSource Wealth Advisors, LLC | 14,589 | $565.6K | 0.04% | +1,344+10.1% | Added |
| Prosperity Consulting Group, LLC | 15,009 | $565.5K | 0.07% | +15,009 | New |
| Iat Reinsurance Co Ltd. | 15,000 | $565.2K | 0.25% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 14,981 | $564.5K | 0.43% | +7,228+93.2% | Added |
| Chicago Trust Co NA | 14,902 | $561.5K | 0.12% | +1,000+7.2% | Added |
| Mairs & Power Inc | 14,850 | $559.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 14,849 | $559.5K | 0.17% | −2,035−12.1% | Reduced |
| Holderness Investments Co | 14,837 | $559.1K | 0.14% | −53−0.4% | Reduced |
| Saxon Interests, Inc. | 14,811 | $558.1K | 0.27% | −392−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,742 | $555.5K | 0.01% | −880−5.6% | Reduced |
| Investment Partners, Ltd. | 14,693 | $553.6K | 0.25% | +147+1.0% | Added |
| FRG Family Wealth Advisors LLC | 14,227 | $551.6K | 0.11% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14,636 | $551.0K | 0.01% | +81+0.6% | Added |
| Karpas Strategies, LLC | 14,584 | $549.5K | 0.17% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 14,480 | $545.6K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 14,421 | $543.4K | 0.08% | +4,106+39.8% | Added |
| Busey Wealth Management | 14,393 | $542.3K | 0.02% | −406−2.7% | Reduced |
| NBC Securities, Inc. | 14,318 | $539.0K | 0.05% | −999−6.5% | Reduced |
| Daymark Wealth Partners, LLC | 14,236 | $536.4K | 0.03% | −96−0.7% | Reduced |
| Ethic Inc. | 14,201 | $535.1K | 0.01% | +1,465+11.5% | Added |
| Wall Street Access Asset Management, LLC | 14,173 | $534.0K | 0.22% | +14,173 | New |
| Sheaff Brock Investment Advisors, LLC | 14,115 | $531.9K | 0.04% | −1,042−6.9% | Reduced |
| Allen Capital Group, LLC | 14,111 | $531.7K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,057 | $529.7K | 0.07% | +1,017+7.8% | Added |
| Good Life Advisors, LLC | 14,048 | $529.3K | 0.05% | −277−1.9% | Reduced |
| Coldstream Capital Management Inc | 14,046 | $529.3K | 0.01% | +4,182+42.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,344 | $529.0K | 0.10% | +8+0.1% | Added |
| Cullinan Associates Inc | 14,000 | $527.5K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 14,000 | $527.5K | 0.01% | +14,000 | New |
| Integrated Advisors Network LLC | 13,943 | $525.4K | 0.03% | +13,943 | New |
| Patten & Patten Inc | 13,851 | $521.9K | 0.04% | −1,563−10.1% | Reduced |
| Concurrent Investment Advisors, LLC | 13,822 | $520.8K | 0.02% | −3,757−21.4% | Reduced |
| Crescent Grove Advisors, LLC | 13,777 | $519.1K | 0.05% | +7,692+126.4% | Added |
| MidWestOne Financial Group, Inc. | 13,687 | $515.7K | 0.09% | +2,616+23.6% | Added |
| Choate Investment Advisors | 13,637 | $513.8K | 0.01% | −1,355−9.0% | Reduced |
| Hilltop National Bank | 13,620 | $513.2K | 0.17% | +13,620 | New |
| Investors Research Corp | 13,610 | $512.8K | 0.12% | −485−3.4% | Reduced |
| Financial Sense Advisors, Inc. | 13,588 | $512.0K | 0.18% | −76,710−85.0% | Reduced |
| White Wing Wealth Management | 13,481 | $511.5K | 0.42% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 13,552 | $510.6K | 0.08% | +419+3.2% | Added |
| Burford Brothers, Inc. | 13,507 | $508.9K | 0.33% | +8+0.1% | Added |
| Capital Investment Advisors, LLC | 13,486 | $508.2K | 0.01% | −219−1.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 13,399 | $504.9K | 0.00% | −733−5.2% | Reduced |
| Proequities, Inc. | 13,314 | $501.7K | 0.03% | +177+1.3% | Added |
| Kanawha Capital Management LLC | 13,261 | $499.7K | 0.04% | −627−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 12,714 | $499.5K | 0.02% | −400−3.1% | Reduced |
| Howland Capital Management LLC | 13,134 | $494.9K | 0.02% | −10,176−43.7% | Reduced |
| Malaga Cove Capital, LLC | 13,019 | $490.6K | 0.20% | 00.0% | Unchanged |
| Bay Rivers Group | 13,000 | $489.8K | 0.27% | 00.0% | Unchanged |
| Sentry LLC | 12,920 | $486.8K | 0.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 12,896 | $485.9K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 12,870 | $484.9K | 0.03% | −454−3.4% | Reduced |
| King Luther Capital Management Corp | 12,640 | $476.3K | 0.00% | −397−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,594 | $474.5K | 0.13% | +434+3.6% | Added |
| Imprint Wealth LLC | 12,447 | $472.2K | 0.11% | +734+6.3% | Added |