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, Q3 2024
Institutional positions in BP PLC as of Sep 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
- 1,094
- −68 vs. Q2 2024
- Shares held
- 299.3M
- +2.28M (+0.8%) vs. Q2 2024
- Total value
- $9.36B
- −$1.32B (−12.3%) vs. Q2 2024
- New holders
- 84
- 347 more added
- Sold out
- 152
- 443 more reduced
14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | 6,633 | $208.2K | 0.03% | +235+3.7% | Added |
| IFG Advisors, LLC | 6,648 | $208.7K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,664 | $209.2K | 0.10% | +543+8.9% | Added |
| Schnieders Capital Management LLC | 6,800 | $213.5K | 0.04% | +6,800 | New |
| Capital Group Private Client Services, Inc. | 6,861 | $215.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,884 | $216.1K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 6,897 | $216.5K | 0.02% | +998+16.9% | Added |
| TruWealth Advisors, LLC | 6,936 | $217.7K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,951 | $218.2K | 0.05% | −268−3.7% | Reduced |
| Pitcairn Co | 6,953 | $218.3K | 0.01% | −5,510−44.2% | Reduced |
| North Point Portfolio Managers Corp | 6,957 | $218.4K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 6,972 | $218.9K | 0.00% | +6,972 | New |
| GSB Wealth Management, LLC | 6,998 | $219.7K | 0.06% | −816−10.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,000 | $219.7K | 0.06% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 7,009 | $220.0K | 0.01% | −300−4.1% | Reduced |
| PDS Planning, Inc | 7,016 | $220.2K | 0.02% | −1,183−14.4% | Reduced |
| Avantax Planning Partners, Inc. | 7,027 | $220.6K | 0.01% | −280−3.8% | Reduced |
| Visionary Wealth Advisors | 7,027 | $220.6K | 0.01% | +14+0.2% | Added |
| Wealth Alliance | 7,048 | $221.3K | 0.03% | −27−0.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $221.3K | 0.14% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,053 | $221.4K | 0.06% | −174−2.4% | Reduced |
| Naples Money Management LLC | 7,061 | $221.6K | 0.19% | +182+2.6% | Added |
| First Citizens Bank & Trust Co | 7,085 | $222.4K | 0.00% | −273−3.7% | Reduced |
| Tradition Wealth Management, LLC | 7,146 | $224.3K | 0.02% | +54+0.8% | Added |
| Alpha Cubed Investments, LLC | 7,154 | $224.6K | 0.01% | −1,062−12.9% | Reduced |
| Atlantic Union Bankshares Corp | 7,191 | $225.7K | 0.01% | −1,139−13.7% | Reduced |
| Liberty Wealth Management LLC | 7,199 | $226.0K | 0.04% | +30.0% | Added |
| Estabrook Capital Management | 7,202 | $226.1K | 0.03% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 7,204 | $226.1K | 0.06% | +19+0.3% | Added |
| ProVise Management Group, LLC | 7,233 | $227.0K | 0.02% | −1,707−19.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,234 | $227.1K | 0.01% | −782−9.8% | Reduced |
| Formidable Asset Management, LLC | 7,256 | $227.8K | 0.04% | −2,464−25.3% | Reduced |
| Hendershot Investments Inc. | 7,263 | $228.0K | 0.03% | −725−9.1% | Reduced |
| PCG Wealth Advisors, LLC | 7,266 | $228.1K | 0.09% | +7,266 | New |
| United Asset Strategies, Inc. | 7,268 | $228.1K | 0.02% | +218+3.1% | Added |
| Charter Trust Co | 7,303 | $229.2K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,314 | $229.6K | 0.03% | −594−7.5% | Reduced |
| Redwood Wealth Management Group, LLC | 7,324 | $229.9K | 0.11% | −152−2.0% | Reduced |
| Westover Capital Advisors, LLC | 7,400 | $232.3K | 0.04% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 7,461 | $234.2K | 0.04% | +7,461 | New |
| Wedmont Private Capital | 7,117 | $235.9K | 0.01% | +121+1.7% | Added |
| Peoples Bank | 7,567 | $237.5K | 0.12% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,584 | $238.1K | 0.04% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,609 | $238.8K | 0.03% | −1,000−11.6% | Reduced |
| Hilltop Holdings Inc. | 7,630 | $239.5K | 0.02% | −3,089−28.8% | Reduced |
| Powers Advisory Group, LLC | 7,661 | $240.5K | 0.12% | +118+1.6% | Added |
| Soltis Investment Advisors LLC | 7,665 | $240.6K | 0.02% | +1,319+20.8% | Added |
| Arete Wealth Advisors, LLC | 7,759 | $243.0K | 0.02% | −21,890−73.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,755 | $243.4K | 0.06% | +51+0.7% | Added |
| Cape Investment Advisory, Inc. | 7,757 | $243.5K | 0.10% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 7,779 | $244.2K | 0.10% | 00.0% | Unchanged |
| WP Advisors, LLC | 7,799 | $244.8K | 0.09% | −22,868−74.6% | Reduced |
| Wealthcare Advisory Partners LLC | 7,847 | $246.3K | 0.01% | −796−9.2% | Reduced |
| Spire Wealth Management | 7,851 | $246.5K | 0.01% | −576−6.8% | Reduced |
| Chapin Davis, Inc. | 7,863 | $246.8K | 0.08% | −327−4.0% | Reduced |
| Delta Financial Group, Inc. | 7,865 | $247.0K | 0.09% | −159−2.0% | Reduced |
| Prelude Capital Management, LLC | 7,872 | $247.1K | 0.02% | −8,454−51.8% | Reduced |
| Golden State Equity Partners | 7,873 | $247.2K | 0.04% | −1,058−11.8% | Reduced |
| Clarius Group, LLC | 7,969 | $249.9K | 0.02% | −5,720−41.8% | Reduced |
| Nwam LLC | 7,965 | $250.0K | 0.02% | +7,965 | New |
| Brown Brothers Harriman & Co | 7,970 | $250.2K | 0.00% | −1,639−17.1% | Reduced |
| Patton Albertson Miller Group, LLC | 8,030 | $252.1K | 0.03% | −144−1.8% | Reduced |
| Empire Financial Management Company, LLC | 8,037 | $252.3K | 0.08% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 8,044 | $252.5K | 0.19% | −16−0.2% | Reduced |
| WealthPlan Investment Management, LLC | 8,065 | $253.2K | 0.03% | +693+9.4% | Added |
| Chiron Capital Management, LLC | 8,089 | $253.9K | 0.22% | +8,089 | New |
| Keebeck Wealth Management, LLC | 8,179 | $256.7K | 0.04% | +22+0.3% | Added |
| NBT Bank N A | 8,194 | $257.2K | 0.02% | −1,050−11.4% | Reduced |
| Perigon Wealth Management, LLC | 8,197 | $257.3K | 0.01% | −447−5.2% | Reduced |
| Caldwell Trust Co | 8,252 | $259.0K | 0.03% | +10.0% | Added |
| Graypoint LLC | 8,261 | $259.3K | 0.02% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 8,271 | $259.6K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8,272 | $259.7K | 0.02% | −88−1.1% | Reduced |
| Woodstock Corp | 8,274 | $259.7K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 8,282 | $260.0K | 0.10% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 8,334 | $261.6K | 0.08% | +8,334 | New |
| Sigma Investment Counselors Inc | 8,334 | $261.6K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,336 | $261.7K | 0.02% | +8,336 | New |
| Successful Portfolios LLC | 8,356 | $262.3K | 0.18% | −113−1.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 8,378 | $263.0K | 0.09% | −427−4.8% | Reduced |
| Eagle Asset Management Inc | 9,134 | $264.2K | 0.00% | +891+10.8% | Added |
| Bridges Investment Management Inc | 8,448 | $265.2K | 0.00% | −190−2.2% | Reduced |
| RFG Advisory, LLC | 8,462 | $265.6K | 0.01% | +1,296+18.1% | Added |
| Berkshire Asset Management LLC | 7,405 | $267.3K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 8,554 | $268.5K | 0.00% | +610+7.7% | Added |
| Phillips Wealth Planners LLC | 8,705 | $269.2K | 0.26% | −267−3.0% | Reduced |
| CWA Asset Management Group, LLC | 8,583 | $269.4K | 0.01% | +8,583 | New |
| Goldstone Financial Group, LLC | 8,600 | $270.0K | 0.05% | −11−0.1% | Reduced |
| AlTi Global, Inc. | 8,621 | $270.6K | 0.01% | +195+2.3% | Added |
| Rehmann Capital Advisory Group | 8,510 | $271.2K | 0.02% | −506−5.6% | Reduced |
| Rathbone Brothers plc | 8,637 | $271.8K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 8,702 | $273.1K | 0.07% | −29−0.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,786 | $275.8K | 0.06% | +700+8.7% | Added |
| Lake Street Advisors Group, LLC | 8,853 | $277.9K | 0.01% | −667−7.0% | Reduced |
| Capital Markets Trading UK LLP | 8,860 | $278.0K | 0.26% | −2,238−20.2% | Reduced |
| Clarus Group, Inc. | 8,884 | $278.9K | 0.12% | +18+0.2% | Added |
| Goelzer Investment Management, Inc. | 8,909 | $279.7K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,919 | $280.0K | 0.17% | +535+6.4% | Added |
| Private Trust Co NA | 8,972 | $281.6K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,000 | $282.5K | 0.01% | 00.0% | Unchanged |