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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 7,211 | $271.7K | 0.01% | −3,265−31.2% | Reduced |
| Diversified Trust Co | 7,207 | $271.6K | 0.01% | −76,835−91.4% | Reduced |
| Estabrook Capital Management | 7,202 | $271.4K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7,194 | $271.0K | 0.05% | −541−7.0% | Reduced |
| Bridges Investment Management Inc | 7,188 | $270.8K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,177 | $270.4K | 0.06% | −534−6.9% | Reduced |
| Encompass Wealth Advisors, LLC | 7,169 | $270.1K | 0.07% | −117−1.6% | Reduced |
| United Asset Strategies, Inc. | 7,150 | $269.4K | 0.03% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,120 | $268.3K | 0.19% | +7,120 | New |
| Wealth Alliance | 7,117 | $268.2K | 0.04% | +7,117 | New |
| Virtue Capital Management, LLC | 6,658 | $268.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,086 | $267.0K | 0.03% | +7,086 | New |
| BancorpSouth Bank | 7,076 | $266.6K | 0.02% | −1,230−14.8% | Reduced |
| Ridgewood Investments LLC | 7,075 | $266.6K | 0.14% | −2,178−23.5% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $265.6K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,040 | $265.3K | 0.03% | −638−8.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,007 | $264.0K | 0.00% | +2,858+68.9% | Added |
| Sterling Investment Advisors, Ltd. | 7,000 | $263.8K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,996 | $263.6K | 0.01% | +697+11.1% | Added |
| Brown Brothers Harriman & Co | 6,969 | $262.6K | 0.00% | +567+8.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,961 | $262.3K | 0.06% | +6,961 | New |
| North Point Portfolio Managers Corp | 6,957 | $262.1K | 0.04% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 6,936 | $261.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,884 | $259.4K | 0.06% | −120−1.7% | Reduced |
| Wedmont Private Capital | 6,601 | $259.3K | 0.02% | +162+2.5% | Added |
| Financial Advocates Investment Management | 6,825 | $257.2K | 0.02% | +6,825 | New |
| Naples Money Management LLC | 6,801 | $256.3K | 0.26% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6,807 | $256.0K | 0.25% | −250−3.5% | Reduced |
| PSI Advisors, LLC | 6,784 | $255.6K | 0.09% | −2,124−23.8% | Reduced |
| First Financial Bankshares Inc | 6,716 | $253.1K | 0.01% | −683−9.2% | Reduced |
| Aspen Grove Capital, LLC | 6,685 | $251.9K | 0.07% | +446+7.1% | Added |
| IFG Advisors, LLC | 6,648 | $250.5K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6,638 | $250.1K | 0.05% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 6,632 | $249.9K | 0.12% | −763−10.3% | Reduced |
| Stratos Wealth Advisors, LLC | 6,616 | $249.3K | 0.01% | +6,616 | New |
| Belpointe Asset Management LLC | 6,606 | $248.9K | 0.02% | +556+9.2% | Added |
| Advisors Preferred, LLC | 6,555 | $248.7K | 0.04% | +6,555 | New |
| Bryn Mawr Trust Co | 6,596 | $248.5K | 0.01% | +6,596 | New |
| Traphagen Investment Advisors LLC | 6,591 | $248.4K | 0.03% | +8+0.1% | Added |
| Cohen Capital Management, Inc. | 6,562 | $247.3K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 6,542 | $246.5K | 0.04% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,492 | $244.6K | 0.00% | −60−0.9% | Reduced |
| Duncker Streett & Co Inc | 6,480 | $244.2K | 0.05% | +700+12.1% | Added |
| Greenfield Savings Bank | 6,427 | $242.2K | 0.13% | −29−0.4% | Reduced |
| Means Investment Co., Inc. | 6,421 | $241.9K | 0.03% | −2,220−25.7% | Reduced |
| Green Harvest Asset Management LLC | 6,410 | $241.5K | 0.01% | +6,410 | New |
| Soltis Investment Advisors LLC | 6,408 | $241.5K | 0.03% | −430−6.3% | Reduced |
| Grove Bank & Trust | 6,407 | $241.4K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6,405 | $241.3K | 0.03% | +6,405 | New |
| Madison Park Capital Advisors, LLC | 6,385 | $240.6K | 0.21% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 6,349 | $239.2K | 0.02% | +292+4.8% | Added |
| Evolution Wealth Advisors, LLC | 6,348 | $239.2K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,341 | $238.9K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 6,280 | $237.0K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,288 | $236.9K | 0.01% | −995−13.7% | Reduced |
| Berger Financial Group, Inc | 6,279 | $236.6K | 0.02% | +231+3.8% | Added |
| LaSalle St. Investment Advisors, LLC | 6,360 | $236.0K | 0.13% | +6,360 | New |
| Philip James Wealth Mangement, LLC | 6,262 | $236.0K | 0.17% | +6,262 | New |
| Vista Investment Partners LLC | 6,261 | $235.9K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 6,175 | $232.7K | 0.01% | +6,175 | New |
| Marks Group Wealth Management, Inc | 6,170 | $232.5K | 0.02% | −173−2.7% | Reduced |
| Compass Ion Advisors, LLC | 6,165 | $232.3K | 0.03% | −168−2.7% | Reduced |
| Insight Wealth Partners, LLC | 6,158 | $232.0K | 0.15% | +45+0.7% | Added |
| Retirement Planning Co of New England, Inc. | 6,121 | $230.6K | 0.13% | +39+0.6% | Added |
| Noesis Capital Mangement Corp | 6,103 | $230.0K | 0.05% | +76+1.3% | Added |
| Coulter & Justus Financial Services, LLC | 6,103 | $230.0K | 0.05% | +6,103 | New |
| Altfest L J & Co Inc | 6,081 | $229.0K | 0.03% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,795 | $228.4K | 0.13% | −748−11.4% | Reduced |
| Hancock Whitney Corp | 6,061 | $228.4K | 0.01% | +6,061 | New |
| Emprise Bank | 6,052 | $228.0K | 0.15% | +6,052 | New |
| Seed Wealth Management, Inc. | 6,010 | $228.0K | 0.22% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,049 | $228.0K | 2.07% | −14,800−71.0% | Reduced |
| Avaii Wealth Management, LLC | 6,017 | $226.7K | 0.13% | +349+6.2% | Added |
| Slagle Financial, LLC | 6,004 | $226.3K | 0.12% | −7,278−54.8% | Reduced |
| Union Investments & Development Ltd. | 6,000 | $226.1K | 1.03% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,981 | $225.4K | 0.03% | −13−0.2% | Reduced |
| Marathon Capital Management | 5,981 | $225.4K | 0.05% | +5,981 | New |
| Gratus Wealth Advisors, LLC | 5,941 | $225.3K | 0.04% | +5,941 | New |
| Valtinson Bruner Financial Planning LLC | 5,965 | $224.8K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,957 | $224.5K | 0.03% | −125−2.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,957 | $224.5K | 0.01% | +5,957 | New |
| Bruce G. Allen Investments, LLC | 5,953 | $224.3K | 0.18% | −232−3.8% | Reduced |
| Sound Income Strategies, LLC | 5,953 | $224.3K | 0.02% | −654−9.9% | Reduced |
| Insight 2811, Inc. | 5,900 | $222.3K | 0.11% | −74−1.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,878 | $221.5K | 0.04% | +5,878 | New |
| Lindbrook Capital, LLC | 5,874 | $221.3K | 0.02% | −16,814−74.1% | Reduced |
| Resurgent Financial Advisors LLC | 5,874 | $221.3K | 0.12% | −20.0% | Reduced |
| Foster Group, Inc. | 5,869 | $221.1K | 0.01% | +5,869 | New |
| Cullen Investment Group, Ltd. | 5,721 | $221.1K | 0.03% | +56+1.0% | Added |
| Eads & Heald Wealth Management | 5,854 | $221.0K | 0.10% | −1,023−14.9% | Reduced |
| Wellington Shields Capital Management, LLC | 5,850 | $220.4K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,842 | $220.1K | 0.01% | −25−0.4% | Reduced |
| First Manhattan Co | 5,832 | $219.7K | 0.00% | −1,161−16.6% | Reduced |
| Cornerstone Wealth Group, LLC | 5,802 | $218.6K | 0.02% | +5,802 | New |
| Woodley Farra Manion Portfolio Management Inc | 5,752 | $216.7K | 0.01% | −100−1.7% | Reduced |
| Epoch Investment Partners, Inc. | 5,712 | $215.2K | 0.00% | +5,712 | New |
| Drive Wealth Management, LLC | 5,708 | $215.1K | 0.06% | +5,708 | New |
| Acorn Creek Capital LLC | 5,708 | $215.1K | 0.14% | −90−1.6% | Reduced |
| CoreCap Advisors, LLC | 5,702 | $214.9K | 0.01% | −22−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,692 | $214.5K | 0.02% | −935−14.1% | Reduced |