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, Q2 2024
Institutional positions in BP PLC as of Jun 30, 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
- 1,176
- −4 vs. Q1 2024
- Shares held
- 308.2M
- −14.6M (−4.5%) vs. Q1 2024
- Total value
- $11.1B
- −$1.08B (−8.9%) vs. Q1 2024
- New holders
- 99
- 437 more added
- Sold out
- 103
- 395 more reduced
20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holistic Planning, LLC | 5,561 | $209.5K | 0.16% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 5,807 | $210.0K | 0.20% | −1,000−14.7% | Reduced |
| Gratus Wealth Advisors, LLC | 5,941 | $210.2K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,839 | $210.8K | 0.03% | +335+6.1% | Added |
| First Horizon Advisors, Inc. | 5,844 | $211.0K | 0.01% | +20.0% | Added |
| Wellington Shields Capital Management, LLC | 5,850 | $211.2K | 0.04% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,878 | $212.2K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,884 | $212.4K | 0.06% | +176+3.1% | Added |
| SPC Financial, Inc. | 5,899 | $213.0K | 0.02% | +5,899 | New |
| Insight 2811, Inc. | 5,900 | $213.0K | 0.11% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,900 | $213.0K | 0.00% | +5,900 | New |
| First National Bank | 5,923 | $213.8K | 0.16% | +260+4.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,864 | $214.3K | 0.11% | +69+1.2% | Added |
| Bruce G. Allen Investments, LLC | 5,945 | $214.6K | 0.18% | −8−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,952 | $214.9K | 0.01% | −5−0.1% | Reduced |
| Eads & Heald Wealth Management | 5,958 | $215.0K | 0.10% | +104+1.8% | Added |
| Valtinson Bruner Financial Planning LLC | 5,965 | $215.3K | 0.09% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,981 | $215.9K | 0.02% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 6,186 | $216.8K | 0.17% | +6,186 | New |
| Emprise Bank | 6,052 | $218.5K | 0.13% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,061 | $218.8K | 0.00% | −2,280−27.3% | Reduced |
| Altfest L J & Co Inc | 6,053 | $219.0K | 0.03% | −28−0.5% | Reduced |
| Noesis Capital Mangement Corp | 6,103 | $220.3K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,104 | $220.4K | 0.00% | +574+10.4% | Added |
| Optivise Advisory Services LLC | 6,108 | $220.5K | 0.12% | +6,108 | New |
| Marks Group Wealth Management, Inc | 6,115 | $220.8K | 0.02% | −55−0.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,121 | $221.0K | 0.12% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,122 | $221.0K | 0.01% | −166−2.6% | Reduced |
| FSM Wealth Advisors, LLC | 6,134 | $221.4K | 0.07% | +6,134 | New |
| Americana Partners, LLC | 6,151 | $222.1K | 0.02% | −1,089−15.0% | Reduced |
| PFG Advisors | 6,152 | $222.1K | 0.02% | +539+9.6% | Added |
| Addison Capital Co | 6,160 | $222.4K | 0.10% | +6,160 | New |
| Vista Investment Partners LLC | 6,261 | $226.0K | 0.08% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 6,264 | $226.1K | 0.08% | +608+10.7% | Added |
| Aspen Grove Capital, LLC | 6,277 | $226.7K | 0.05% | −408−6.1% | Reduced |
| Cito Capital Group, LLC | 6,280 | $227.0K | 0.09% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 6,322 | $228.2K | 0.00% | +610+10.7% | Added |
| Evolution Wealth Advisors, LLC | 6,348 | $228.3K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,558 | $228.8K | 0.04% | −100−1.5% | Reduced |
| Eagle Global Advisors LLC | 6,341 | $228.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,342 | $228.9K | 0.07% | +6,342 | New |
| Soltis Investment Advisors LLC | 6,346 | $229.1K | 0.02% | −62−1.0% | Reduced |
| Regal Investment Advisors LLC | 6,351 | $229.3K | 0.02% | +20.0% | Added |
| Greenfield Savings Bank | 6,353 | $229.3K | 0.12% | −74−1.2% | Reduced |
| Fayez Sarofim & Co | 6,384 | $230.5K | 0.00% | −1,015−13.7% | Reduced |
| Madison Park Capital Advisors, LLC | 6,385 | $230.5K | 0.19% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 6,398 | $231.0K | 0.15% | +136+2.2% | Added |
| DiNuzzo Private Wealth, Inc. | 6,405 | $231.2K | 0.03% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,410 | $231.4K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,433 | $232.2K | 0.01% | +940+17.1% | Added |
| Compass Ion Advisors, LLC | 6,165 | $232.3K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 6,457 | $233.1K | 0.08% | −2,830−30.5% | Reduced |
| Means Investment Co., Inc. | 6,475 | $233.7K | 0.03% | +54+0.8% | Added |
| Dorchester Wealth Management Co | 6,475 | $233.7K | 0.05% | −2,025−23.8% | Reduced |
| Duncker Streett & Co Inc | 6,480 | $233.9K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,527 | $235.6K | 0.03% | −64−1.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,542 | $236.2K | 0.00% | +50+0.8% | Added |
| WealthShield Partners, LLC | 6,542 | $236.2K | 0.04% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 6,562 | $236.9K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 6,566 | $237.0K | 0.04% | −698−9.6% | Reduced |
| JJJ Advisors Inc. | 6,638 | $239.6K | 0.05% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,648 | $240.0K | 0.06% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 6,656 | $240.3K | 0.16% | +498+8.1% | Added |
| NTV Asset Management LLC | 6,681 | $241.2K | 0.03% | +724+12.2% | Added |
| Traveka Wealth, LLC | 6,725 | $242.8K | 0.12% | +93+1.4% | Added |
| StoneX Group Inc. | 6,747 | $243.6K | 0.02% | +1,435+27.0% | Added |
| Ingalls & Snyder LLC | 6,776 | $245.0K | 0.01% | −430−6.0% | Reduced |
| Wagner Wealth Management, LLC | 6,809 | $245.8K | 0.07% | −4,391−39.2% | Reduced |
| Teamwork Financial Advisors, LLC | 6,815 | $246.0K | 0.04% | +6,815 | New |
| Wedmont Private Capital | 6,996 | $246.2K | 0.02% | +395+6.0% | Added |
| Capital Group Private Client Services, Inc. | 6,861 | $247.7K | 0.00% | +6,861 | New |
| Coastal Investment Advisors, Inc. | 6,865 | $247.8K | 0.05% | −312−4.3% | Reduced |
| Main Street Financial Solutions, LLC | 6,873 | $248.1K | 0.02% | −213−3.0% | Reduced |
| PSI Advisors, LLC | 6,883 | $248.5K | 0.08% | +99+1.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,884 | $248.5K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,918 | $250.0K | 0.00% | −20,923−75.2% | Reduced |
| TruWealth Advisors, LLC | 6,936 | $250.4K | 0.02% | 00.0% | Unchanged |
| Naples Money Management LLC | 6,879 | $250.6K | 0.21% | +78+1.1% | Added |
| LCNB Corp | 6,957 | $251.1K | 0.09% | −1,300−15.7% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $251.1K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,000 | $252.7K | 0.07% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,013 | $253.2K | 0.02% | −416−5.6% | Reduced |
| United Asset Strategies, Inc. | 7,050 | $254.5K | 0.03% | −100−1.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $254.5K | 0.16% | 00.0% | Unchanged |
| Wealth Alliance | 7,075 | $255.4K | 0.03% | −42−0.6% | Reduced |
| BancorpSouth Bank | 7,076 | $255.4K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,077 | $255.5K | 0.00% | −1,818−20.4% | Reduced |
| Tradition Wealth Management, LLC | 7,092 | $256.0K | 0.02% | +52+0.7% | Added |
| RFG Advisory, LLC | 7,166 | $258.7K | 0.01% | −45−0.6% | Reduced |
| LongView Wealth Management | 7,167 | $258.7K | 0.10% | −336−4.5% | Reduced |
| Encompass Wealth Advisors, LLC | 7,185 | $259.4K | 0.07% | +16+0.2% | Added |
| Estabrook Capital Management | 7,202 | $260.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7,196 | $260.0K | 0.05% | +20.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,219 | $260.6K | 0.06% | +258+3.7% | Added |
| Financial Advocates Investment Management | 7,225 | $260.8K | 0.02% | +400+5.9% | Added |
| Keystone Wealth Services, LLC | 7,227 | $260.9K | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,240 | $261.4K | 0.01% | −10,920−60.1% | Reduced |
| Bryn Mawr Trust Co | 7,262 | $262.2K | 0.01% | +666+10.1% | Added |
| Diversify Advisory Services, LLC | 7,546 | $262.6K | 0.01% | +7,546 | New |
| Charter Trust Co | 7,303 | $263.6K | 0.02% | 00.0% | Unchanged |