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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 7,307 | $263.8K | 0.01% | −285−3.8% | Reduced |
| Waters Parkerson & Co., LLC | 7,309 | $264.0K | 0.01% | +7,309 | New |
| First Citizens Bank & Trust Co | 7,358 | $265.6K | 0.01% | −312−4.1% | Reduced |
| WealthPlan Investment Management, LLC | 7,372 | $266.1K | 0.04% | +51+0.7% | Added |
| Optimum Investment Advisors | 7,383 | $266.5K | 0.12% | +4+0.1% | Added |
| Shelton Capital Management | 7,393 | $266.9K | 0.01% | −312−4.0% | Reduced |
| Westover Capital Advisors, LLC | 7,400 | $267.1K | 0.07% | +7,400 | New |
| Berkshire Asset Management LLC | 7,405 | $267.3K | 0.01% | −38−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,420 | $267.9K | 0.02% | +119+1.6% | Added |
| Financial Advisory Service, Inc. | 7,429 | $268.2K | 0.02% | +74+1.0% | Added |
| Redwood Wealth Management Group, LLC | 7,476 | $269.9K | 0.20% | +20+0.3% | Added |
| Powers Advisory Group, LLC | 7,543 | $272.3K | 0.15% | +51+0.7% | Added |
| OneAscent Financial Services LLC | 7,566 | $273.0K | 0.04% | −262−3.3% | Reduced |
| Peoples Bank | 7,567 | $273.2K | 0.14% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,584 | $273.8K | 0.06% | −425−5.3% | Reduced |
| Stratos Wealth Advisors, LLC | 7,641 | $275.8K | 0.01% | +1,025+15.5% | Added |
| Wealth Dimensions Group, Ltd. | 7,704 | $278.1K | 0.08% | +30.0% | Added |
| Cape Investment Advisory, Inc. | 7,757 | $280.0K | 0.13% | +364+4.9% | Added |
| Palogic Value Management, L.P. | 7,779 | $280.8K | 0.12% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,814 | $282.1K | 0.08% | +9+0.1% | Added |
| D'Orazio & Associates, Inc. | 7,908 | $285.5K | 0.04% | +10+0.1% | Added |
| Univest Financial Corp | 7,938 | $286.6K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,944 | $286.8K | 0.00% | −225−2.8% | Reduced |
| Qube Research & Technologies Ltd | 7,961 | $287.4K | 0.00% | −1,934,535−99.6% | Reduced |
| Hendershot Investments Inc. | 7,988 | $288.4K | 0.04% | −800−9.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,001 | $288.8K | 0.03% | +408+5.4% | Added |
| Robertson Stephens Wealth Management, LLC | 8,016 | $289.4K | 0.02% | +255+3.3% | Added |
| Delta Financial Group, Inc. | 8,024 | $290.0K | 0.12% | −95−1.2% | Reduced |
| Empire Financial Management Company, LLC | 8,037 | $290.2K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,042 | $290.3K | 0.00% | +35+0.4% | Added |
| Eight 31 Financial LLC | 8,060 | $291.0K | 0.22% | −702−8.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,086 | $291.9K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8,142 | $293.9K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8,156 | $294.4K | 0.11% | −1,997−19.7% | Reduced |
| Keebeck Wealth Management, LLC | 8,157 | $294.5K | 0.04% | −2,650−24.5% | Reduced |
| Patton Albertson Miller Group, LLC | 8,174 | $295.1K | 0.04% | +8,174 | New |
| Chapin Davis, Inc. | 8,190 | $295.7K | 0.10% | −882−9.7% | Reduced |
| PDS Planning, Inc | 8,199 | $296.0K | 0.03% | −43−0.5% | Reduced |
| Alpha Cubed Investments, LLC | 8,216 | $296.6K | 0.01% | +173+2.2% | Added |
| Caldwell Trust Co | 8,251 | $297.9K | 0.03% | +937+12.8% | Added |
| Graypoint LLC | 8,261 | $298.2K | 0.02% | +865+11.7% | Added |
| Lodestar Private Asset Management LLC | 8,271 | $298.6K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 8,274 | $298.7K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 8,282 | $299.0K | 0.12% | +8,282 | New |
| Eagle Asset Management Inc | 8,243 | $300.3K | 0.00% | +87+1.1% | Added |
| Atlantic Union Bankshares Corp | 8,330 | $300.7K | 0.02% | −61−0.7% | Reduced |
| Sigma Investment Counselors Inc | 8,334 | $300.9K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8,360 | $301.8K | 0.02% | +11+0.1% | Added |
| Sivia Capital Partners, LLC | 8,384 | $302.7K | 0.20% | −237−2.7% | Reduced |
| American Trust Investment Advisors, LLC | 8,400 | $303.2K | 0.15% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,426 | $304.2K | 0.01% | +51+0.6% | Added |
| Spire Wealth Management | 8,427 | $304.2K | 0.01% | −2,786−24.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,609 | $305.0K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 8,469 | $305.7K | 0.21% | +22+0.3% | Added |
| WealthTrust Axiom LLC | 8,536 | $308.2K | 0.10% | +8+0.1% | Added |
| Nations Financial Group Inc, | 8,551 | $308.7K | 0.03% | −111−1.3% | Reduced |
| Goldstone Financial Group, LLC | 8,611 | $310.9K | 0.06% | +8,611 | New |
| Eagle Rock Investment Company, LLC | 8,623 | $311.3K | 0.06% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,637 | $311.5K | 0.00% | +300+3.6% | Added |
| Bridges Investment Management Inc | 8,638 | $311.8K | 0.00% | +1,450+20.2% | Added |
| Wealthcare Advisory Partners LLC | 8,643 | $312.0K | 0.01% | +477+5.8% | Added |
| Perigon Wealth Management, LLC | 8,644 | $312.1K | 0.01% | −130−1.5% | Reduced |
| DF Dent & Co Inc | 8,650 | $312.3K | 0.00% | +262+3.1% | Added |
| Phillips Wealth Planners LLC | 8,972 | $313.1K | 0.33% | +36+0.4% | Added |
| Financial Strategies Group, Inc. | 9,000 | $313.2K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 8,731 | $315.1K | 0.08% | −805−8.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 8,805 | $317.9K | 0.12% | −200−2.2% | Reduced |
| Lido Advisors, LLC | 8,812 | $318.1K | 0.00% | +8,812 | New |
| Clarus Group, Inc. | 8,866 | $320.1K | 0.14% | −172−1.9% | Reduced |
| Midland Wealth Advisors LLC | 8,903 | $321.4K | 0.02% | +8,903 | New |
| Goelzer Investment Management, Inc. | 8,909 | $321.6K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 8,931 | $322.4K | 0.07% | +8,931 | New |
| ProVise Management Group, LLC | 8,940 | $322.7K | 0.03% | −923−9.4% | Reduced |
| Private Trust Co NA | 8,972 | $323.9K | 0.03% | −1,212−11.9% | Reduced |
| Hollencrest Capital Management | 9,000 | $324.9K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,016 | $325.5K | 0.02% | +793+9.6% | Added |
| Alps Advisors Inc | 9,093 | $328.3K | 0.00% | −1,766−16.3% | Reduced |
| Vima LLC | 9,106 | $328.7K | 0.73% | +663+7.9% | Added |
| NBT Bank N A | 9,244 | $333.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,310 | $336.1K | 0.01% | +655+7.6% | Added |
| 180 Wealth Advisors, LLC | 9,614 | $337.0K | 0.05% | +269+2.9% | Added |
| Wunderlich Capital Managemnt | 9,338 | $337.1K | 0.15% | −532−5.4% | Reduced |
| Great Lakes Advisors, LLC | 9,342 | $337.2K | 0.00% | +9,342 | New |
| Flputnam Investment Management Co | 9,344 | $337.3K | 0.01% | −502−5.1% | Reduced |
| AQR Capital Management LLC | 9,351 | $337.6K | 0.00% | −13,704−59.4% | Reduced |
| Advisors Management Group Inc | 9,359 | $338.0K | 0.08% | +19+0.2% | Added |
| Keb Asset Management, LLC | 9,378 | $338.5K | 0.11% | +92+1.0% | Added |
| Bridge Creek Capital Management LLC | 9,425 | $340.2K | 0.11% | +1,100+13.2% | Added |
| Titleist Asset Management, LLC | 9,445 | $340.9K | 0.05% | +9,445 | New |
| Moloney Securities Asset Management, LLC | 9,460 | $341.5K | 0.05% | −480−4.8% | Reduced |
| Almanack Investment Partners, LLC. | 9,499 | $342.9K | 0.06% | +104+1.1% | Added |
| Lake Street Advisors Group, LLC | 9,520 | $343.7K | 0.02% | +209+2.2% | Added |
| Ieq Capital, LLC | 9,579 | $345.8K | 0.00% | +898+10.3% | Added |
| Brown Brothers Harriman & Co | 9,609 | $346.9K | 0.00% | +2,640+37.9% | Added |
| Axxcess Wealth Management, LLC | 9,630 | $347.7K | 0.01% | +899+10.3% | Added |
| Horizon Kinetics Asset Management LLC | 9,666 | $348.9K | 0.01% | +147+1.5% | Added |
| Atlas Capital Advisors LLC | 9,676 | $349.3K | 0.05% | −609−5.9% | Reduced |
| Readystate Asset Management LP | 9,687 | $349.7K | 0.02% | +9,687 | New |
| Formidable Asset Management, LLC | 9,720 | $350.9K | 0.06% | +263+2.8% | Added |
| Winslow Asset Management Inc | 9,762 | $352.0K | 0.07% | 00.0% | Unchanged |