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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 17,204 | $540.0K | 0.44% | +1,629+10.5% | Added |
| Summit Financial, LLC | 17,308 | $543.3K | 0.02% | +2,654+18.1% | Added |
| Venturi Wealth Management, LLC | 17,309 | $543.3K | 0.03% | −17−0.1% | Reduced |
| Smith Group Asset Management, LLC | 17,463 | $548.2K | 0.05% | −46−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 17,495 | $549.2K | 0.02% | −185−1.0% | Reduced |
| Wellington Shields & Co., LLC | 17,619 | $553.1K | 0.17% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 17,651 | $554.1K | 0.11% | −51−0.3% | Reduced |
| Texas Yale Capital Corp. | 17,666 | $554.5K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,672 | $554.7K | 0.03% | +17,672 | New |
| Courier Capital LLC | 17,770 | $557.8K | 0.04% | −2,190−11.0% | Reduced |
| Nilsine Partners, LLC | 17,826 | $559.6K | 0.07% | −2,562−12.6% | Reduced |
| Clearstead Advisors, LLC | 17,929 | $562.8K | 0.01% | −489−2.7% | Reduced |
| Centiva Capital, LP | 17,994 | $564.8K | 0.03% | +17,994 | New |
| GYL Financial Synergies, LLC | 18,163 | $570.1K | 0.04% | −12,923−41.6% | Reduced |
| Guggenheim Capital LLC | 18,277 | $573.7K | 0.00% | −10,129−35.7% | Reduced |
| Checchi Capital Advisers, LLC | 18,332 | $575.4K | 0.04% | −1,955−9.6% | Reduced |
| HB Wealth Management, LLC | 18,450 | $579.2K | 0.01% | −4,797−20.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,535 | $581.8K | 0.00% | +6,728+57.0% | Added |
| Fiduciary Alliance LLC | 18,683 | $586.5K | 0.08% | +1,900+11.3% | Added |
| Horizon Investments, LLC | 19,113 | $590.4K | 0.02% | −113−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,810 | $590.4K | 0.06% | −8,698−31.6% | Reduced |
| Equitable Trust Co | 18,857 | $591.9K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 18,884 | $592.8K | 0.04% | −193−1.0% | Reduced |
| Greenleaf Trust | 18,916 | $593.8K | 0.01% | +123+0.7% | Added |
| Grandfield & Dodd, LLC | 18,968 | $595.4K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,032 | $597.4K | 0.00% | −2,100−9.9% | Reduced |
| Westwood Holdings Group Inc. | 19,118 | $600.1K | 0.00% | +748+4.1% | Added |
| InTrack Investment Management Inc | 19,137 | $600.7K | 0.43% | −136−0.7% | Reduced |
| Maxwell Wealth Strategies Inc. | 20,059 | $601.0K | 0.26% | 00.0% | Unchanged |
| Eastern Bank | 19,365 | $607.9K | 0.01% | +9,365+93.7% | Added |
| Mather Group, LLC. | 19,393 | $608.7K | 0.01% | −13,342−40.8% | Reduced |
| Dynamic Advisor Solutions LLC | 19,526 | $612.9K | 0.02% | −2,620−11.8% | Reduced |
| Louisbourg Investments Inc. | 19,680 | $617.8K | 0.16% | 00.0% | Unchanged |
| Raelipskie Partnership | 19,777 | $620.8K | 0.30% | +2,400+13.8% | Added |
| Ping Capital Management, Inc. | 20,000 | $627.8K | 0.35% | +7,000+53.8% | Added |
| Choate Investment Advisors | 20,105 | $631.1K | 0.02% | +6,947+52.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,144 | $632.3K | 0.09% | −562−2.7% | Reduced |
| Founders Financial Securities LLC | 20,374 | $639.5K | 0.06% | −105−0.5% | Reduced |
| Balboa Wealth Partners | 20,482 | $642.9K | 0.16% | −300−1.4% | Reduced |
| Benjamin Edwards Inc | 20,495 | $643.2K | 0.01% | +19,484+1,927.2% | Added |
| Saxon Interests, Inc. | 20,554 | $645.2K | 0.29% | +6,983+51.5% | Added |
| Founders Financial Alliance, LLC | 20,809 | $653.2K | 0.18% | −763−3.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,095 | $662.2K | 0.31% | +923+4.6% | Added |
| Monarch Capital Management Inc | 21,146 | $663.8K | 0.18% | −941−4.3% | Reduced |
| Horizon Investment Services, LLC | 21,419 | $672.3K | 0.29% | 00.0% | Unchanged |
| Sapient Capital LLC | 21,455 | $673.5K | 0.01% | −2,000−8.5% | Reduced |
| Merit Financial Group, LLC | 21,566 | $677.0K | 0.02% | +1,590+8.0% | Added |
| Stonegate Investment Group, LLC | 21,582 | $677.5K | 0.02% | +5,735+36.2% | Added |
| King Wealth | 21,600 | $678.0K | 0.11% | +21,600 | New |
| Wittenberg Investment Management, Inc. | 21,600 | $678.0K | 0.22% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 21,638 | $679.2K | 0.01% | +1,579+7.9% | Added |
| Herold Advisors, Inc. | 21,687 | $680.9K | 0.15% | +2,435+12.6% | Added |
| Mesirow Financial Investment Management, Inc. | 21,710 | $681.5K | 0.01% | −159,423−88.0% | Reduced |
| Tiaa Trust, National Association | 21,724 | $681.9K | 0.00% | −1,935−8.2% | Reduced |
| Resources Investment Advisors, LLC. | 21,743 | $682.5K | 0.01% | −4,009−15.6% | Reduced |
| Left Brain Wealth Management, LLC | 21,753 | $682.8K | 0.32% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 21,893 | $687.2K | 0.00% | +21,893 | New |
| John G Ullman & Associates Inc | 22,000 | $690.6K | 0.10% | −200−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 22,155 | $695.4K | 0.14% | +3,802+20.7% | Added |
| Birmingham Capital Management Co Inc | 22,163 | $695.7K | 0.25% | +4,558+25.9% | Added |
| Argyle Capital Management Inc. | 22,407 | $703.4K | 0.28% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 22,754 | $714.2K | 0.07% | −2,489−9.9% | Reduced |
| Osborne Partners Capital Management, LLC | 22,877 | $718.1K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 22,922 | $719.5K | 0.12% | −5,652−19.8% | Reduced |
| Rossmore Private Capital | 22,968 | $721.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23,008 | $722.2K | 0.05% | −47−0.2% | Reduced |
| Zions Bancorporation, N.A. | 23,361 | $733.3K | 0.05% | −92−0.4% | Reduced |
| Snowden Capital Advisors LLC | 23,399 | $734.5K | 0.02% | −1,213−4.9% | Reduced |
| Vertex Planning Partners, LLC | 23,488 | $737.3K | 0.18% | −20−0.1% | Reduced |
| Susquehanna International Securities, Ltd. | 23,500 | $737.7K | 0.25% | +23,500 | New |
| MidWestOne Financial Group, Inc. | 23,528 | $738.5K | 0.10% | +10,032+74.3% | Added |
| Forum Financial Management, LP | 23,607 | $741.0K | 0.01% | +120+0.5% | Added |
| Garda Capital Partners LP | 23,649 | $742.3K | 0.18% | +23,649 | New |
| Moody National Bank Trust Division | 23,801 | $747.1K | 0.08% | +2,337+10.9% | Added |
| Capital Investment Advisory Services, LLC | 23,810 | $747.4K | 0.07% | −164−0.7% | Reduced |
| Sabal Trust CO | 23,812 | $747.5K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 23,873 | $748.9K | 0.02% | +712+3.1% | Added |
| Sowell Financial Services LLC | 23,872 | $749.0K | 0.03% | −5,461−18.6% | Reduced |
| Legacy Capital Group California, Inc. | 23,931 | $751.2K | 0.25% | −89−0.4% | Reduced |
| Modern Wealth Management, LLC | 24,026 | $754.2K | 0.05% | −63−0.3% | Reduced |
| Oak Harvest Investment Services | 24,118 | $757.1K | 0.11% | +572+2.4% | Added |
| Bridgefront Capital, LLC | 24,137 | $757.7K | 0.29% | +24,137 | New |
| Whittier Trust Co of Nevada Inc | 24,179 | $758.7K | 0.02% | +60.0% | Added |
| Winning Points Advisors, LLC | 19,298 | $760.9K | 1.44% | +19,298 | New |
| Csenge Advisory Group | 23,898 | $767.4K | 0.04% | −92−0.4% | Reduced |
| Foster & Motley Inc | 24,494 | $769.0K | 0.05% | −565−2.3% | Reduced |
| Prospect Financial Services LLC | 24,550 | $770.6K | 0.48% | −8,523−25.8% | Reduced |
| Principal Securities, Inc. | 24,910 | $781.9K | 0.02% | +555+2.3% | Added |
| Johnson Investment Counsel Inc | 25,002 | $784.8K | 0.01% | +5,118+25.7% | Added |
| Schechter Investment Advisors, LLC | 25,115 | $788.4K | 0.06% | −16,611−39.8% | Reduced |
| Concurrent Investment Advisors, LLC | 25,256 | $792.8K | 0.02% | +1,666+7.1% | Added |
| Catalytic Wealth RIA, LLC | 25,381 | $796.7K | 0.14% | +1,837+7.8% | Added |
| Argent Financial Group, Inc. | 25,449 | $798.8K | 0.09% | +25,449 | New |
| Fifth Third Bancorp | 25,519 | $801.0K | 0.00% | −30,317−54.3% | Reduced |
| Ronald Blue Trust, Inc. | 22,301 | $805.1K | 0.01% | +8,922+66.7% | Added |
| Cookson Peirce & Co Inc | 25,658 | $805.4K | 0.04% | −1,759−6.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,732 | $807.7K | 0.04% | +18,312+246.8% | Added |
| Wealth Alliance Advisory Group, LLC | 25,757 | $808.5K | 0.17% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 25,758 | $808.6K | 0.01% | −12,248−32.2% | Reduced |
| Wesbanco Bank Inc | 25,790 | $809.6K | 0.03% | +1,734+7.2% | Added |