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