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, Q4 2024
Institutional positions in BP PLC as of Dec 31, 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
- 1,086
- +14 vs. Q3 2024
- Shares held
- 306.3M
- +10.7M (+3.6%) vs. Q3 2024
- Total value
- $9.06B
- −$179.6M (−1.9%) vs. Q3 2024
- New holders
- 145
- 291 more added
- Sold out
- 131
- 470 more reduced
22 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BP PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 4,853 | $143.5K | 0.08% | −735−13.2% | Reduced |
| PSI Advisors, LLC | 4,921 | $145.4K | 0.04% | −1,062−17.8% | Reduced |
| Financial Gravity Companies, Inc. | 4,937 | $145.9K | 0.03% | +4,937 | New |
| Sound Income Strategies, LLC | 4,976 | $147.1K | 0.01% | −179−3.5% | Reduced |
| Silver Oak Securities, Inc | 5,059 | $147.2K | 0.01% | +290+6.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,000 | $147.8K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,018 | $148.3K | 0.04% | +734+17.1% | Added |
| TCTC Holdings, LLC | 5,200 | $153.7K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,349 | $158.1K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,363 | $158.5K | 0.00% | −2,607−32.7% | Reduced |
| Legacy Investment Solutions, LLC | 4,972 | $160.4K | 0.11% | +4,962+49,620.0% | Added |
| Legacy Wealth Managment, LLC | 4,972 | $160.4K | 0.11% | +4,962+49,620.0% | Added |
| CoreCap Advisors, LLC | 5,486 | $162.2K | 0.01% | −515−8.6% | Reduced |
| Pin Oak Investment Advisors Inc | 5,607 | $176.0K | 0.16% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,052 | $178.9K | 0.01% | +1,117+22.6% | Added |
| Cito Capital Group, LLC | 6,280 | $186.0K | 0.07% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6,405 | $189.3K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,480 | $191.5K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,583 | $194.6K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 6,783 | $200.5K | 0.01% | −1,068−13.6% | Reduced |
| Traveka Wealth, LLC | 6,846 | $202.4K | 0.11% | +230+3.5% | Added |
| Formidable Asset Management, LLC | 6,849 | $202.5K | 0.03% | −407−5.6% | Reduced |
| Hilltop Holdings Inc. | 6,861 | $202.8K | 0.01% | −769−10.1% | Reduced |
| PCG Wealth Advisors, LLC | 6,878 | $203.3K | 0.08% | −388−5.3% | Reduced |
| Medallion Wealth Advisors, LLC | 6,289 | $203.5K | 0.10% | +6,289 | New |
| McDonald Partners LLC | 6,886 | $203.6K | 0.05% | −3,025−30.5% | Reduced |
| Philip James Wealth Mangement, LLC | 6,910 | $204.3K | 0.03% | +277+4.2% | Added |
| North Point Portfolio Managers Corp | 6,957 | $205.6K | 0.04% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 6,998 | $206.9K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,002 | $207.0K | 0.02% | −4,359−38.4% | Reduced |
| First Citizens Bank & Trust Co | 7,025 | $207.7K | 0.00% | −60−0.8% | Reduced |
| Change Path, LLC | 7,037 | $208.0K | 0.01% | −8,107−53.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,050 | $208.4K | 0.07% | −1,284−15.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 7,050 | $208.4K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,130 | $210.8K | 0.02% | −103−1.4% | Reduced |
| FSM Wealth Advisors, LLC | 6,634 | $210.8K | 0.05% | +6,634 | New |
| Avestar Capital, LLC | 7,136 | $210.9K | 0.02% | +7,136 | New |
| Encompass Wealth Advisors, LLC | 7,195 | $212.7K | 0.09% | −9−0.1% | Reduced |
| Estabrook Capital Management | 7,202 | $212.9K | 0.03% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 7,217 | $213.3K | 0.03% | −1,054−12.7% | Reduced |
| Goelzer Investment Management, Inc. | 7,237 | $213.9K | 0.01% | −1,672−18.8% | Reduced |
| Hendershot Investments Inc. | 7,263 | $214.7K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7,284 | $215.3K | 0.04% | +85+1.2% | Added |
| United Asset Strategies, Inc. | 7,295 | $215.6K | 0.02% | +27+0.4% | Added |
| Holistic Planning, LLC | 7,378 | $218.1K | 0.08% | +7,378 | New |
| Haven Private, LLC | 7,385 | $218.3K | 0.12% | +7,385 | New |
| Verdence Capital Advisors LLC | 7,401 | $218.8K | 0.02% | −21,229−74.1% | Reduced |
| Natixis | 7,439 | $219.9K | 0.00% | +2,970+66.5% | Added |
| Carnegie Capital Asset Management, LLC | 7,444 | $220.1K | 0.01% | +7,444 | New |
| Glass Jacobson Investment Advisors llc | 7,466 | $220.7K | 0.07% | −912−10.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,519 | $222.3K | 0.01% | −328−4.2% | Reduced |
| Green Harvest Asset Management LLC | 7,525 | $222.4K | 0.00% | +1,108+17.3% | Added |
| Nwam LLC | 7,542 | $222.9K | 0.01% | −423−5.3% | Reduced |
| Wellington Shields Capital Management, LLC | 7,550 | $223.2K | 0.04% | +1,600+26.9% | Added |
| Wedmont Private Capital | 7,134 | $223.2K | 0.01% | +17+0.2% | Added |
| Peoples Bank | 7,567 | $223.7K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 7,571 | $223.8K | 0.01% | −1,684−18.2% | Reduced |
| Great Lakes Advisors, LLC | 7,571 | $223.8K | 0.00% | −1,724−18.5% | Reduced |
| Cullinan Associates Inc | 7,600 | $224.7K | 0.01% | −4,800−38.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,609 | $224.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 7,612 | $225.0K | 0.06% | +728+10.6% | Added |
| Resources Investment Advisors, LLC. | 7,659 | $226.4K | 0.00% | −14,084−64.8% | Reduced |
| Bridges Investment Management Inc | 7,738 | $228.7K | 0.00% | −710−8.4% | Reduced |
| Powers Advisory Group, LLC | 7,739 | $228.8K | 0.11% | +78+1.0% | Added |
| Palogic Value Management, L.P. | 7,779 | $229.9K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,786 | $230.2K | 0.04% | +202+2.7% | Added |
| Diametric Capital, LP | 7,789 | $230.2K | 0.16% | +7,789 | New |
| Nicholas Hoffman & Company, LLC. | 7,795 | $230.4K | 0.01% | −3,494−31.0% | Reduced |
| LVW Advisors, LLC | 7,817 | $231.1K | 0.03% | −3,187−29.0% | Reduced |
| SPC Financial, Inc. | 7,832 | $231.5K | 0.02% | +935+13.6% | Added |
| Berkshire Asset Management LLC | 7,380 | $232.1K | 0.01% | −25−0.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 7,861 | $232.4K | 0.07% | −7,661−49.4% | Reduced |
| Essex Savings Bank | 7,865 | $232.4K | 0.06% | −837−9.6% | Reduced |
| Sovran Advisors, LLC | 7,498 | $233.1K | 0.03% | +7,498 | New |
| Keystone Wealth Services, LLC | 7,901 | $233.6K | 0.06% | +848+12.0% | Added |
| WP Advisors, LLC | 7,917 | $234.0K | 0.08% | +118+1.5% | Added |
| Aprio Wealth Management, LLC | 7,949 | $235.0K | 0.03% | +7,949 | New |
| Wealth Dimensions Group, Ltd. | 7,952 | $235.1K | 0.06% | +197+2.5% | Added |
| Independence Bank of Kentucky | 7,970 | $235.6K | 0.04% | +7,565+1,867.9% | Added |
| Patton Albertson Miller Group, LLC | 8,030 | $237.4K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,037 | $237.5K | 0.00% | −600−6.9% | Reduced |
| Empire Financial Management Company, LLC | 8,037 | $237.6K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,058 | $238.2K | 0.00% | −104,620−92.8% | Reduced |
| Trustmark National Bank Trust Department | 8,062 | $238.3K | 0.02% | +8,062 | New |
| St Germain D J Co Inc | 8,073 | $238.6K | 0.01% | +3,524+77.5% | Added |
| Principal Street Partners, LLC | 8,102 | $239.5K | 0.05% | −40−0.5% | Reduced |
| Eight 31 Financial LLC | 8,118 | $240.0K | 0.18% | +74+0.9% | Added |
| AQR Capital Management LLC | 8,144 | $240.7K | 0.00% | +1,517+22.9% | Added |
| WealthPlan Investment Management, LLC | 8,150 | $240.9K | 0.02% | +85+1.1% | Added |
| NBT Bank N A | 8,159 | $241.2K | 0.02% | −35−0.4% | Reduced |
| HBK Sorce Advisory LLC | 8,199 | $242.4K | 0.01% | +8,199 | New |
| RFG Advisory, LLC | 8,199 | $242.4K | 0.01% | −263−3.1% | Reduced |
| Caldwell Trust Co | 8,252 | $243.9K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8,272 | $244.5K | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 8,274 | $244.6K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,300 | $245.3K | 0.05% | +1,500+22.1% | Added |
| Modera Wealth Management, LLC | 8,324 | $246.1K | 0.00% | −230−2.7% | Reduced |
| Sigma Investment Counselors Inc | 8,334 | $246.4K | 0.01% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 7,863 | $246.8K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,360 | $247.1K | 0.12% | −559−6.3% | Reduced |