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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 16,970 | $532.7K | 0.35% | +16,970 | New |
| Analyst IMS Investment Management Services Ltd. | 16,947 | $532.0K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 16,938 | $531.7K | 0.05% | −1,000−5.6% | Reduced |
| Pacific Global Investment Management CO | 16,853 | $529.0K | 0.10% | −3,598−17.6% | Reduced |
| Chicago Trust Co NA | 16,844 | $528.7K | 0.09% | 00.0% | Unchanged |
| Elgethun Capital Management | 16,827 | $528.2K | 0.12% | +125+0.7% | Added |
| AE Wealth Management LLC | 16,812 | $527.7K | 0.00% | −4,819−22.3% | Reduced |
| Malaga Cove Capital, LLC | 16,735 | $525.3K | 0.21% | +3,732+28.7% | Added |
| Oxinas Partners Wealth Management LLC | 16,576 | $520.3K | 0.32% | −1,333−7.4% | Reduced |
| Mill Capital Management, LLC | 16,512 | $518.3K | 0.04% | 00.0% | Unchanged |
| David Loasby | 15,815 | $513.4K | 0.05% | +24+0.2% | Added |
| Simmons Bank | 16,320 | $512.3K | 0.04% | −533−3.2% | Reduced |
| Legacy Financial Advisors, Inc. | 16,205 | $508.7K | 0.09% | −2,745−14.5% | Reduced |
| Childress Capital Advisors, LLC | 16,148 | $506.9K | 0.14% | +16,148 | New |
| HM Payson & Co | 16,114 | $505.8K | 0.01% | −727−4.3% | Reduced |
| AdvisorNet Financial, Inc | 16,076 | $504.6K | 0.04% | +60.0% | Added |
| Investment Partners, Ltd. | 15,981 | $501.6K | 0.21% | +118+0.7% | Added |
| Allegheny Financial Group LTD | 15,972 | $501.4K | 0.12% | +13+0.1% | Added |
| Archer Investment Corp | 15,965 | $501.1K | 0.13% | +9+0.1% | Added |
| Cowa, LLC | 15,910 | $499.4K | 0.24% | −1,050−6.2% | Reduced |
| MONECO Advisors, LLC | 15,818 | $496.5K | 0.06% | +2,249+16.6% | Added |
| Fidelis Capital Partners, LLC | 15,644 | $489.8K | 0.06% | −19,961−56.1% | Reduced |
| Atomi Financial Group, Inc. | 15,595 | $489.5K | 0.03% | −1,224−7.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 15,522 | $487.2K | 0.14% | +15,322+7,661.0% | Added |
| Syon Capital LLC | 15,457 | $485.2K | 0.04% | −3,594−18.9% | Reduced |
| Personal Cfo Solutions, LLC | 15,452 | $485.0K | 0.07% | +596+4.0% | Added |
| Ieq Capital, LLC | 15,449 | $485.0K | 0.01% | +5,870+61.3% | Added |
| Gallacher Capital Management LLC | 15,440 | $484.7K | 0.22% | +2,679+21.0% | Added |
| Leonteq Securities AG | 15,439 | $484.6K | 0.06% | +2,086+15.6% | Added |
| Burrus Financial Services, Inc. | 15,421 | $484.1K | 0.24% | −254−1.6% | Reduced |
| Profund Advisors LLC | 15,384 | $482.9K | 0.02% | −2,320−13.1% | Reduced |
| Daymark Wealth Partners, LLC | 15,330 | $481.2K | 0.02% | −1,091−6.6% | Reduced |
| RNC Capital Management LLC | 13,213 | $477.0K | 0.03% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 15,175 | $476.3K | 0.22% | −859−5.4% | Reduced |
| Morningstar Investment Services LLC | 15,162 | $476.0K | 0.00% | +447+3.0% | Added |
| Change Path, LLC | 15,144 | $475.4K | 0.02% | +15,144 | New |
| Straight Path Wealth Management | 15,142 | $475.3K | 0.20% | +3,000+24.7% | Added |
| Signature Estate & Investment Advisors LLC | 15,140 | $475.2K | 0.01% | −683−4.3% | Reduced |
| Hantz Financial Services, Inc. | 15,106 | $474.0K | 0.01% | +20+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,072 | $473.1K | 0.02% | −1,218−7.5% | Reduced |
| Equitable Holdings, Inc. | 15,017 | $471.4K | 0.00% | −25,287−62.7% | Reduced |
| Iat Reinsurance Co Ltd. | 15,000 | $470.9K | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 14,905 | $467.9K | 0.16% | −1,022−6.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 14,881 | $467.1K | 0.07% | −3,036−16.9% | Reduced |
| Poehling Capital Management, LLC | 14,724 | $462.2K | 0.12% | −1,249−7.8% | Reduced |
| Holderness Investments Co | 14,637 | $459.5K | 0.10% | −200−1.3% | Reduced |
| Baxter Bros Inc | 14,572 | $457.4K | 0.06% | −100−0.7% | Reduced |
| Bessemer Group Inc | 14,375 | $452.0K | 0.00% | −8,702−37.7% | Reduced |
| FRG Family Wealth Advisors LLC | 14,227 | $446.6K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,123 | $443.6K | 0.01% | +652+4.8% | Added |
| Allen Capital Group, LLC | 14,111 | $442.9K | 0.06% | −10−0.1% | Reduced |
| Second Line Capital, LLC | 14,109 | $442.9K | 0.12% | +1,758+14.2% | Added |
| Pensionmark Financial Group, LLC | 14,103 | $442.7K | 0.01% | +2,911+26.0% | Added |
| Legacy Wealth Asset Management, LLC | 13,865 | $435.2K | 0.12% | +425+3.2% | Added |
| Weinberger Asset Management, Inc | 13,858 | $435.0K | 0.19% | +1,701+14.0% | Added |
| Investors Research Corp | 13,820 | $433.8K | 0.09% | +210+1.5% | Added |
| Foster Victor Wealth Advisors, LLC | 13,527 | $432.6K | 0.03% | −6,442−32.3% | Reduced |
| Recurrent Investment Advisors LLC | 109,604 | $431.8K | 0.04% | −6,418−5.5% | Reduced |
| Hilltop National Bank | 13,624 | $427.7K | 0.13% | −60−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,568 | $425.9K | 0.01% | −846−5.9% | Reduced |
| Burford Brothers, Inc. | 13,507 | $424.0K | 0.22% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,452 | $422.3K | 0.29% | +13,452 | New |
| EverSource Wealth Advisors, LLC | 13,427 | $421.5K | 0.03% | −1,660−11.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,408 | $420.9K | 0.04% | +642+5.0% | Added |
| White Wing Wealth Management | 13,382 | $420.1K | 0.32% | −99−0.7% | Reduced |
| Garde Capital, Inc. | 13,372 | $420.0K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 13,368 | $419.6K | 0.03% | +67+0.5% | Added |
| Strategic Blueprint, LLC | 13,253 | $416.0K | 0.03% | +53+0.4% | Added |
| Busey Wealth Management | 13,235 | $415.4K | 0.01% | −679−4.9% | Reduced |
| Geneos Wealth Management Inc. | 13,230 | $415.3K | 0.02% | +3,920+42.1% | Added |
| Aaron Wealth Advisors | 13,018 | $408.6K | 0.05% | +2,426+22.9% | Added |
| Independent Financial Group, LLC | 13,005 | $408.2K | 0.02% | +1,940+17.5% | Added |
| Bay Rivers Group | 13,000 | $408.1K | 0.20% | 00.0% | Unchanged |
| Sentry LLC | 12,920 | $405.6K | 0.08% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 12,905 | $405.1K | 0.03% | −284−2.2% | Reduced |
| NBC Securities, Inc. | 12,876 | $404.0K | 0.03% | −431−3.2% | Reduced |
| SCP Investment, LP | 12,800 | $401.8K | 0.29% | −6,000−31.9% | Reduced |
| Capital Investment Advisors, LLC | 12,757 | $400.4K | 0.01% | −910−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,752 | $400.3K | 0.00% | +902+7.6% | Added |
| TrueWealth Advisors, LLC | 12,750 | $400.2K | 0.13% | +1,147+9.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,717 | $399.2K | 0.00% | −371−2.8% | Reduced |
| Warren Averett Asset Management, LLC | 12,624 | $396.3K | 0.01% | −1,507−10.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 12,613 | $395.9K | 0.07% | +90+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 12,470 | $391.4K | 0.00% | −662−5.0% | Reduced |
| Cullinan Associates Inc | 12,400 | $390.9K | 0.02% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 12,348 | $387.6K | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,316 | $385.6K | 0.01% | −5,094−29.3% | Reduced |
| Coldstream Capital Management Inc | 12,122 | $380.5K | 0.01% | −1,732−12.5% | Reduced |
| Level Four Advisory Services, LLC | 12,885 | $378.3K | 0.02% | −24,906−65.9% | Reduced |
| MAI Capital Management | 12,019 | $377.3K | 0.00% | −10,207−45.9% | Reduced |
| EP Wealth Advisors, LLC | 12,012 | $377.1K | 0.00% | −22−0.2% | Reduced |
| Asset Allocation & Management Company, LLC | 12,000 | $377.0K | 0.24% | 00.0% | Unchanged |
| Country Club Bank | 11,993 | $376.8K | 0.03% | 00.0% | Unchanged |
| Northeast Investment Management | 11,997 | $376.6K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 11,959 | $375.4K | 0.04% | +580+5.1% | Added |
| Whittier Trust Co | 11,898 | $373.4K | 0.00% | −339−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 11,851 | $372.0K | 0.01% | −800−6.3% | Reduced |
| Goodman Financial Corp | 11,822 | $371.1K | 0.08% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 10,358 | $370.3K | 0.37% | 00.0% | Unchanged |
| Brookstone Capital Management | 11,664 | $366.1K | 0.01% | +109+0.9% | Added |