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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 8,853 | $277.9K | 0.01% | −667−7.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,786 | $275.8K | 0.06% | +700+8.7% | Added |
| Essex Savings Bank | 8,702 | $273.1K | 0.07% | −29−0.3% | Reduced |
| Rathbone Brothers plc | 8,637 | $271.8K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,510 | $271.2K | 0.02% | −506−5.6% | Reduced |
| AlTi Global, Inc. | 8,621 | $270.6K | 0.01% | +195+2.3% | Added |
| Goldstone Financial Group, LLC | 8,600 | $270.0K | 0.05% | −11−0.1% | Reduced |
| CWA Asset Management Group, LLC | 8,583 | $269.4K | 0.01% | +8,583 | New |
| Phillips Wealth Planners LLC | 8,705 | $269.2K | 0.26% | −267−3.0% | Reduced |
| Modera Wealth Management, LLC | 8,554 | $268.5K | 0.00% | +610+7.7% | Added |
| Berkshire Asset Management LLC | 7,405 | $267.3K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,462 | $265.6K | 0.01% | +1,296+18.1% | Added |
| Bridges Investment Management Inc | 8,448 | $265.2K | 0.00% | −190−2.2% | Reduced |
| Eagle Asset Management Inc | 9,134 | $264.2K | 0.00% | +891+10.8% | Added |
| Glass Jacobson Investment Advisors llc | 8,378 | $263.0K | 0.09% | −427−4.8% | Reduced |
| Successful Portfolios LLC | 8,356 | $262.3K | 0.18% | −113−1.3% | Reduced |
| Belpointe Asset Management LLC | 8,336 | $261.7K | 0.02% | +8,336 | New |
| Sigma Investment Counselors Inc | 8,334 | $261.6K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 8,334 | $261.6K | 0.08% | +8,334 | New |
| United Community Bank | 8,282 | $260.0K | 0.10% | 00.0% | Unchanged |
| Woodstock Corp | 8,274 | $259.7K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8,272 | $259.7K | 0.02% | −88−1.1% | Reduced |
| Lodestar Private Asset Management LLC | 8,271 | $259.6K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 8,261 | $259.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,252 | $259.0K | 0.03% | +10.0% | Added |
| Perigon Wealth Management, LLC | 8,197 | $257.3K | 0.01% | −447−5.2% | Reduced |
| NBT Bank N A | 8,194 | $257.2K | 0.02% | −1,050−11.4% | Reduced |
| Keebeck Wealth Management, LLC | 8,179 | $256.7K | 0.04% | +22+0.3% | Added |
| Chiron Capital Management, LLC | 8,089 | $253.9K | 0.22% | +8,089 | New |
| WealthPlan Investment Management, LLC | 8,065 | $253.2K | 0.03% | +693+9.4% | Added |
| Eight 31 Financial LLC | 8,044 | $252.5K | 0.19% | −16−0.2% | Reduced |
| Empire Financial Management Company, LLC | 8,037 | $252.3K | 0.08% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 8,030 | $252.1K | 0.03% | −144−1.8% | Reduced |
| Brown Brothers Harriman & Co | 7,970 | $250.2K | 0.00% | −1,639−17.1% | Reduced |
| Nwam LLC | 7,965 | $250.0K | 0.02% | +7,965 | New |
| Clarius Group, LLC | 7,969 | $249.9K | 0.02% | −5,720−41.8% | Reduced |
| Golden State Equity Partners | 7,873 | $247.2K | 0.04% | −1,058−11.8% | Reduced |
| Prelude Capital Management, LLC | 7,872 | $247.1K | 0.02% | −8,454−51.8% | Reduced |
| Delta Financial Group, Inc. | 7,865 | $247.0K | 0.09% | −159−2.0% | Reduced |
| Chapin Davis, Inc. | 7,863 | $246.8K | 0.08% | −327−4.0% | Reduced |
| Spire Wealth Management | 7,851 | $246.5K | 0.01% | −576−6.8% | Reduced |
| Wealthcare Advisory Partners LLC | 7,847 | $246.3K | 0.01% | −796−9.2% | Reduced |
| WP Advisors, LLC | 7,799 | $244.8K | 0.09% | −22,868−74.6% | Reduced |
| Palogic Value Management, L.P. | 7,779 | $244.2K | 0.10% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,757 | $243.5K | 0.10% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 7,755 | $243.4K | 0.06% | +51+0.7% | Added |
| Arete Wealth Advisors, LLC | 7,759 | $243.0K | 0.02% | −21,890−73.8% | Reduced |
| Soltis Investment Advisors LLC | 7,665 | $240.6K | 0.02% | +1,319+20.8% | Added |
| Powers Advisory Group, LLC | 7,661 | $240.5K | 0.12% | +118+1.6% | Added |
| Hilltop Holdings Inc. | 7,630 | $239.5K | 0.02% | −3,089−28.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,609 | $238.8K | 0.03% | −1,000−11.6% | Reduced |
| CRA Financial Services, LLC | 7,584 | $238.1K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 7,567 | $237.5K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,117 | $235.9K | 0.01% | +121+1.7% | Added |
| Summit Financial Wealth Advisors, LLC | 7,461 | $234.2K | 0.04% | +7,461 | New |
| Westover Capital Advisors, LLC | 7,400 | $232.3K | 0.04% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,324 | $229.9K | 0.11% | −152−2.0% | Reduced |
| D'Orazio & Associates, Inc. | 7,314 | $229.6K | 0.03% | −594−7.5% | Reduced |
| Charter Trust Co | 7,303 | $229.2K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,268 | $228.1K | 0.02% | +218+3.1% | Added |
| PCG Wealth Advisors, LLC | 7,266 | $228.1K | 0.09% | +7,266 | New |
| Hendershot Investments Inc. | 7,263 | $228.0K | 0.03% | −725−9.1% | Reduced |
| Formidable Asset Management, LLC | 7,256 | $227.8K | 0.04% | −2,464−25.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,234 | $227.1K | 0.01% | −782−9.8% | Reduced |
| ProVise Management Group, LLC | 7,233 | $227.0K | 0.02% | −1,707−19.1% | Reduced |
| Encompass Wealth Advisors, LLC | 7,204 | $226.1K | 0.06% | +19+0.3% | Added |
| Estabrook Capital Management | 7,202 | $226.1K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7,199 | $226.0K | 0.04% | +30.0% | Added |
| Atlantic Union Bankshares Corp | 7,191 | $225.7K | 0.01% | −1,139−13.7% | Reduced |
| Alpha Cubed Investments, LLC | 7,154 | $224.6K | 0.01% | −1,062−12.9% | Reduced |
| Tradition Wealth Management, LLC | 7,146 | $224.3K | 0.02% | +54+0.8% | Added |
| First Citizens Bank & Trust Co | 7,085 | $222.4K | 0.00% | −273−3.7% | Reduced |
| Naples Money Management LLC | 7,061 | $221.6K | 0.19% | +182+2.6% | Added |
| Keystone Wealth Services, LLC | 7,053 | $221.4K | 0.06% | −174−2.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $221.3K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance | 7,048 | $221.3K | 0.03% | −27−0.4% | Reduced |
| Visionary Wealth Advisors | 7,027 | $220.6K | 0.01% | +14+0.2% | Added |
| Avantax Planning Partners, Inc. | 7,027 | $220.6K | 0.01% | −280−3.8% | Reduced |
| PDS Planning, Inc | 7,016 | $220.2K | 0.02% | −1,183−14.4% | Reduced |
| Waters Parkerson & Co., LLC | 7,009 | $220.0K | 0.01% | −300−4.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,000 | $219.7K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 6,998 | $219.7K | 0.06% | −816−10.4% | Reduced |
| Marex Group plc | 6,972 | $218.9K | 0.00% | +6,972 | New |
| North Point Portfolio Managers Corp | 6,957 | $218.4K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 6,953 | $218.3K | 0.01% | −5,510−44.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,951 | $218.2K | 0.05% | −268−3.7% | Reduced |
| TruWealth Advisors, LLC | 6,936 | $217.7K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 6,897 | $216.5K | 0.02% | +998+16.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,884 | $216.1K | 0.05% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 6,861 | $215.4K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 6,800 | $213.5K | 0.04% | +6,800 | New |
| Retirement Planning Co of New England, Inc. | 6,664 | $209.2K | 0.10% | +543+8.9% | Added |
| IFG Advisors, LLC | 6,648 | $208.7K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 6,633 | $208.2K | 0.03% | +235+3.7% | Added |
| AQR Capital Management LLC | 6,627 | $208.0K | 0.00% | −2,724−29.1% | Reduced |
| Traveka Wealth, LLC | 6,616 | $207.7K | 0.11% | −109−1.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,602 | $207.2K | 0.00% | +60+0.9% | Added |
| Optimum Investment Advisors | 6,583 | $206.6K | 0.09% | −800−10.8% | Reduced |
| LongView Wealth Management | 6,567 | $206.1K | 0.07% | −600−8.4% | Reduced |
| Cohen Capital Management, Inc. | 6,562 | $206.0K | 0.03% | 00.0% | Unchanged |