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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 9,000 | $324.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 8,972 | $323.9K | 0.03% | −1,212−11.9% | Reduced |
| ProVise Management Group, LLC | 8,940 | $322.7K | 0.03% | −923−9.4% | Reduced |
| Golden State Equity Partners | 8,931 | $322.4K | 0.07% | +8,931 | New |
| Goelzer Investment Management, Inc. | 8,909 | $321.6K | 0.02% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 8,903 | $321.4K | 0.02% | +8,903 | New |
| Clarus Group, Inc. | 8,866 | $320.1K | 0.14% | −172−1.9% | Reduced |
| Lido Advisors, LLC | 8,812 | $318.1K | 0.00% | +8,812 | New |
| Glass Jacobson Investment Advisors llc | 8,805 | $317.9K | 0.12% | −200−2.2% | Reduced |
| Essex Savings Bank | 8,731 | $315.1K | 0.08% | −805−8.4% | Reduced |
| Financial Strategies Group, Inc. | 9,000 | $313.2K | 0.08% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 8,972 | $313.1K | 0.33% | +36+0.4% | Added |
| DF Dent & Co Inc | 8,650 | $312.3K | 0.00% | +262+3.1% | Added |
| Perigon Wealth Management, LLC | 8,644 | $312.1K | 0.01% | −130−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 8,643 | $312.0K | 0.01% | +477+5.8% | Added |
| Bridges Investment Management Inc | 8,638 | $311.8K | 0.00% | +1,450+20.2% | Added |
| Rathbone Brothers plc | 8,637 | $311.5K | 0.00% | +300+3.6% | Added |
| Eagle Rock Investment Company, LLC | 8,623 | $311.3K | 0.06% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 8,611 | $310.9K | 0.06% | +8,611 | New |
| Nations Financial Group Inc, | 8,551 | $308.7K | 0.03% | −111−1.3% | Reduced |
| WealthTrust Axiom LLC | 8,536 | $308.2K | 0.10% | +8+0.1% | Added |
| Successful Portfolios LLC | 8,469 | $305.7K | 0.21% | +22+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 8,609 | $305.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 8,427 | $304.2K | 0.01% | −2,786−24.8% | Reduced |
| AlTi Global, Inc. | 8,426 | $304.2K | 0.01% | +51+0.6% | Added |
| American Trust Investment Advisors, LLC | 8,400 | $303.2K | 0.15% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,384 | $302.7K | 0.20% | −237−2.7% | Reduced |
| Oxford Financial Group Ltd | 8,360 | $301.8K | 0.02% | +11+0.1% | Added |
| Sigma Investment Counselors Inc | 8,334 | $300.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,330 | $300.7K | 0.02% | −61−0.7% | Reduced |
| Eagle Asset Management Inc | 8,243 | $300.3K | 0.00% | +87+1.1% | Added |
| United Community Bank | 8,282 | $299.0K | 0.12% | +8,282 | New |
| Woodstock Corp | 8,274 | $298.7K | 0.03% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 8,271 | $298.6K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 8,261 | $298.2K | 0.02% | +865+11.7% | Added |
| Caldwell Trust Co | 8,251 | $297.9K | 0.03% | +937+12.8% | Added |
| Alpha Cubed Investments, LLC | 8,216 | $296.6K | 0.01% | +173+2.2% | Added |
| PDS Planning, Inc | 8,199 | $296.0K | 0.03% | −43−0.5% | Reduced |
| Chapin Davis, Inc. | 8,190 | $295.7K | 0.10% | −882−9.7% | Reduced |
| Patton Albertson Miller Group, LLC | 8,174 | $295.1K | 0.04% | +8,174 | New |
| Keebeck Wealth Management, LLC | 8,157 | $294.5K | 0.04% | −2,650−24.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,156 | $294.4K | 0.11% | −1,997−19.7% | Reduced |
| Principal Street Partners, LLC | 8,142 | $293.9K | 0.05% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 8,086 | $291.9K | 0.07% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 8,060 | $291.0K | 0.22% | −702−8.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,042 | $290.3K | 0.00% | +35+0.4% | Added |
| Empire Financial Management Company, LLC | 8,037 | $290.2K | 0.10% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 8,024 | $290.0K | 0.12% | −95−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,016 | $289.4K | 0.02% | +255+3.3% | Added |
| Kingswood Wealth Advisors, LLC | 8,001 | $288.8K | 0.03% | +408+5.4% | Added |
| Hendershot Investments Inc. | 7,988 | $288.4K | 0.04% | −800−9.1% | Reduced |
| Qube Research & Technologies Ltd | 7,961 | $287.4K | 0.00% | −1,934,535−99.6% | Reduced |
| Modera Wealth Management, LLC | 7,944 | $286.8K | 0.00% | −225−2.8% | Reduced |
| Univest Financial Corp | 7,938 | $286.6K | 0.08% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,908 | $285.5K | 0.04% | +10+0.1% | Added |
| GSB Wealth Management, LLC | 7,814 | $282.1K | 0.08% | +9+0.1% | Added |
| Palogic Value Management, L.P. | 7,779 | $280.8K | 0.12% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,757 | $280.0K | 0.13% | +364+4.9% | Added |
| Wealth Dimensions Group, Ltd. | 7,704 | $278.1K | 0.08% | +30.0% | Added |
| Stratos Wealth Advisors, LLC | 7,641 | $275.8K | 0.01% | +1,025+15.5% | Added |
| CRA Financial Services, LLC | 7,584 | $273.8K | 0.06% | −425−5.3% | Reduced |
| Peoples Bank | 7,567 | $273.2K | 0.14% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 7,566 | $273.0K | 0.04% | −262−3.3% | Reduced |
| Powers Advisory Group, LLC | 7,543 | $272.3K | 0.15% | +51+0.7% | Added |
| Redwood Wealth Management Group, LLC | 7,476 | $269.9K | 0.20% | +20+0.3% | Added |
| Financial Advisory Service, Inc. | 7,429 | $268.2K | 0.02% | +74+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 7,420 | $267.9K | 0.02% | +119+1.6% | Added |
| Berkshire Asset Management LLC | 7,405 | $267.3K | 0.01% | −38−0.5% | Reduced |
| Westover Capital Advisors, LLC | 7,400 | $267.1K | 0.07% | +7,400 | New |
| Shelton Capital Management | 7,393 | $266.9K | 0.01% | −312−4.0% | Reduced |
| Optimum Investment Advisors | 7,383 | $266.5K | 0.12% | +4+0.1% | Added |
| WealthPlan Investment Management, LLC | 7,372 | $266.1K | 0.04% | +51+0.7% | Added |
| First Citizens Bank & Trust Co | 7,358 | $265.6K | 0.01% | −312−4.1% | Reduced |
| Waters Parkerson & Co., LLC | 7,309 | $264.0K | 0.01% | +7,309 | New |
| Avantax Planning Partners, Inc. | 7,307 | $263.8K | 0.01% | −285−3.8% | Reduced |
| Charter Trust Co | 7,303 | $263.6K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 7,546 | $262.6K | 0.01% | +7,546 | New |
| Bryn Mawr Trust Co | 7,262 | $262.2K | 0.01% | +666+10.1% | Added |
| Edgestream Partners, L.P. | 7,240 | $261.4K | 0.01% | −10,920−60.1% | Reduced |
| Keystone Wealth Services, LLC | 7,227 | $260.9K | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,225 | $260.8K | 0.02% | +400+5.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,219 | $260.6K | 0.06% | +258+3.7% | Added |
| Liberty Wealth Management LLC | 7,196 | $260.0K | 0.05% | +20.0% | Added |
| Estabrook Capital Management | 7,202 | $260.0K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 7,185 | $259.4K | 0.07% | +16+0.2% | Added |
| LongView Wealth Management | 7,167 | $258.7K | 0.10% | −336−4.5% | Reduced |
| RFG Advisory, LLC | 7,166 | $258.7K | 0.01% | −45−0.6% | Reduced |
| Tradition Wealth Management, LLC | 7,092 | $256.0K | 0.02% | +52+0.7% | Added |
| Toronto Dominion Bank | 7,077 | $255.5K | 0.00% | −1,818−20.4% | Reduced |
| BancorpSouth Bank | 7,076 | $255.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 7,075 | $255.4K | 0.03% | −42−0.6% | 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 |
| Visionary Wealth Advisors | 7,013 | $253.2K | 0.02% | −416−5.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,000 | $252.7K | 0.07% | 00.0% | Unchanged |
| 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 |
| Naples Money Management LLC | 6,879 | $250.6K | 0.21% | +78+1.1% | Added |
| TruWealth Advisors, LLC | 6,936 | $250.4K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,918 | $250.0K | 0.00% | −20,923−75.2% | Reduced |