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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 8,102 | $239.5K | 0.05% | −40−0.5% | Reduced |
| St Germain D J Co Inc | 8,073 | $238.6K | 0.01% | +3,524+77.5% | Added |
| Trustmark National Bank Trust Department | 8,062 | $238.3K | 0.02% | +8,062 | New |
| Walleye Capital LLC | 8,058 | $238.2K | 0.00% | −104,620−92.8% | Reduced |
| Empire Financial Management Company, LLC | 8,037 | $237.6K | 0.07% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,037 | $237.5K | 0.00% | −600−6.9% | Reduced |
| Patton Albertson Miller Group, LLC | 8,030 | $237.4K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7,970 | $235.6K | 0.04% | +7,565+1,867.9% | Added |
| Wealth Dimensions Group, Ltd. | 7,952 | $235.1K | 0.06% | +197+2.5% | Added |
| Aprio Wealth Management, LLC | 7,949 | $235.0K | 0.03% | +7,949 | New |
| WP Advisors, LLC | 7,917 | $234.0K | 0.08% | +118+1.5% | Added |
| Keystone Wealth Services, LLC | 7,901 | $233.6K | 0.06% | +848+12.0% | Added |
| Sovran Advisors, LLC | 7,498 | $233.1K | 0.03% | +7,498 | New |
| Essex Savings Bank | 7,865 | $232.4K | 0.06% | −837−9.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 7,861 | $232.4K | 0.07% | −7,661−49.4% | Reduced |
| Berkshire Asset Management LLC | 7,380 | $232.1K | 0.01% | −25−0.3% | Reduced |
| SPC Financial, Inc. | 7,832 | $231.5K | 0.02% | +935+13.6% | Added |
| LVW Advisors, LLC | 7,817 | $231.1K | 0.03% | −3,187−29.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 7,795 | $230.4K | 0.01% | −3,494−31.0% | Reduced |
| Diametric Capital, LP | 7,789 | $230.2K | 0.16% | +7,789 | New |
| CRA Financial Services, LLC | 7,786 | $230.2K | 0.04% | +202+2.7% | Added |
| Palogic Value Management, L.P. | 7,779 | $229.9K | 0.09% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 7,739 | $228.8K | 0.11% | +78+1.0% | Added |
| Bridges Investment Management Inc | 7,738 | $228.7K | 0.00% | −710−8.4% | Reduced |
| Resources Investment Advisors, LLC. | 7,659 | $226.4K | 0.00% | −14,084−64.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,612 | $225.0K | 0.06% | +728+10.6% | Added |
| Hudson Valley Investment Advisors Inc | 7,609 | $224.9K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 7,600 | $224.7K | 0.01% | −4,800−38.7% | Reduced |
| Great Lakes Advisors, LLC | 7,571 | $223.8K | 0.00% | −1,724−18.5% | Reduced |
| Axxcess Wealth Management, LLC | 7,571 | $223.8K | 0.01% | −1,684−18.2% | Reduced |
| Peoples Bank | 7,567 | $223.7K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,134 | $223.2K | 0.01% | +17+0.2% | Added |
| Wellington Shields Capital Management, LLC | 7,550 | $223.2K | 0.04% | +1,600+26.9% | Added |
| Nwam LLC | 7,542 | $222.9K | 0.01% | −423−5.3% | Reduced |
| Green Harvest Asset Management LLC | 7,525 | $222.4K | 0.00% | +1,108+17.3% | Added |
| Wealthcare Advisory Partners LLC | 7,519 | $222.3K | 0.01% | −328−4.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 7,466 | $220.7K | 0.07% | −912−10.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,444 | $220.1K | 0.01% | +7,444 | New |
| Natixis | 7,439 | $219.9K | 0.00% | +2,970+66.5% | Added |
| Verdence Capital Advisors LLC | 7,401 | $218.8K | 0.02% | −21,229−74.1% | Reduced |
| Haven Private, LLC | 7,385 | $218.3K | 0.12% | +7,385 | New |
| Holistic Planning, LLC | 7,378 | $218.1K | 0.08% | +7,378 | New |
| United Asset Strategies, Inc. | 7,295 | $215.6K | 0.02% | +27+0.4% | Added |
| Liberty Wealth Management LLC | 7,284 | $215.3K | 0.04% | +85+1.2% | Added |
| Hendershot Investments Inc. | 7,263 | $214.7K | 0.03% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 7,237 | $213.9K | 0.01% | −1,672−18.8% | Reduced |
| Lodestar Private Asset Management LLC | 7,217 | $213.3K | 0.03% | −1,054−12.7% | Reduced |
| Estabrook Capital Management | 7,202 | $212.9K | 0.03% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 7,195 | $212.7K | 0.09% | −9−0.1% | Reduced |
| Avestar Capital, LLC | 7,136 | $210.9K | 0.02% | +7,136 | New |
| FSM Wealth Advisors, LLC | 6,634 | $210.8K | 0.05% | +6,634 | New |
| ProVise Management Group, LLC | 7,130 | $210.8K | 0.02% | −103−1.4% | 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 |
| Change Path, LLC | 7,037 | $208.0K | 0.01% | −8,107−53.5% | Reduced |
| First Citizens Bank & Trust Co | 7,025 | $207.7K | 0.00% | −60−0.8% | Reduced |
| Marcum Wealth, LLC | 7,002 | $207.0K | 0.02% | −4,359−38.4% | Reduced |
| GSB Wealth Management, LLC | 6,998 | $206.9K | 0.05% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 6,957 | $205.6K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 6,910 | $204.3K | 0.03% | +277+4.2% | Added |
| McDonald Partners LLC | 6,886 | $203.6K | 0.05% | −3,025−30.5% | Reduced |
| Medallion Wealth Advisors, LLC | 6,289 | $203.5K | 0.10% | +6,289 | New |
| PCG Wealth Advisors, LLC | 6,878 | $203.3K | 0.08% | −388−5.3% | Reduced |
| Hilltop Holdings Inc. | 6,861 | $202.8K | 0.01% | −769−10.1% | Reduced |
| Formidable Asset Management, LLC | 6,849 | $202.5K | 0.03% | −407−5.6% | Reduced |
| Traveka Wealth, LLC | 6,846 | $202.4K | 0.11% | +230+3.5% | Added |
| Spire Wealth Management | 6,783 | $200.5K | 0.01% | −1,068−13.6% | Reduced |
| Optimum Investment Advisors | 6,583 | $194.6K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,480 | $191.5K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6,405 | $189.3K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 6,280 | $186.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,052 | $178.9K | 0.01% | +1,117+22.6% | Added |
| Pin Oak Investment Advisors Inc | 5,607 | $176.0K | 0.16% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,486 | $162.2K | 0.01% | −515−8.6% | 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 |
| Brown Brothers Harriman & Co | 5,363 | $158.5K | 0.00% | −2,607−32.7% | Reduced |
| Peoples Financial Services Corp. | 5,349 | $158.1K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,200 | $153.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,018 | $148.3K | 0.04% | +734+17.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,000 | $147.8K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,059 | $147.2K | 0.01% | +290+6.1% | Added |
| Sound Income Strategies, LLC | 4,976 | $147.1K | 0.01% | −179−3.5% | Reduced |
| Financial Gravity Companies, Inc. | 4,937 | $145.9K | 0.03% | +4,937 | New |
| PSI Advisors, LLC | 4,921 | $145.4K | 0.04% | −1,062−17.8% | Reduced |
| Cromwell Holdings LLC | 4,853 | $143.5K | 0.08% | −735−13.2% | Reduced |
| Anchor Investment Management, LLC | 4,841 | $143.1K | 0.01% | +1,721+55.2% | Added |
| Grove Bank & Trust | 4,764 | $140.8K | 0.02% | −180−3.6% | Reduced |
| First Horizon Advisors, Inc. | 4,694 | $138.8K | 0.00% | −1,312−21.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,600 | $136.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 4,576 | $135.2K | 0.02% | −130−2.8% | Reduced |
| Bruce G. Allen Investments, LLC | 4,530 | $133.9K | 0.11% | −364−7.4% | Reduced |
| Transce3nd, LLC | 4,500 | $133.0K | 0.05% | +4,500 | New |
| Evelyn Partners Asset Management Ltd | 4,211 | $124.5K | 0.03% | +4,211 | New |
| Ancora Advisors, LLC | 4,150 | $122.7K | 0.00% | −250−5.7% | Reduced |
| Resources Management Corp | 4,140 | $122.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,068 | $120.3K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,020 | $118.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,006 | $118.4K | 0.01% | +30+0.8% | Added |
| Dakota Community Bank & Trust NA | 4,000 | $118.2K | 0.56% | −20−0.5% | Reduced |