BP PLC (BP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
65
Reporting holders
$37.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,117
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dupree Financial Group, LLC | $7.1M | 161,280 | 2.56% | 7q | +2.9%+$200.5K |
| Farther Finance Advisors, LLC | $2.4M | 54,035 | 0.02% | 16q | +4.9%+$110.5K |
| RFG - Bristol Wealth Advisors, LLC | $2.3M | 51,466 | 0.54% | 8q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.1M | 48,532 | 0.04% | 2q | +37.6%+$583.7K |
| Atlas Brown,Inc. | $1.6M | 37,136 | 0.43% | 32q | +0.6%+$9.3K |
| Hardin Capital Partners, LLC | $1.6M | 36,576 | 0.79% | 10q | -10.0%-$178.3K |
| Avidian Wealth Enterprises, LLC | $1.4M | 32,110 | 0.04% | 32q | +1.3%+$18.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.3M | 29,720 | 0.11% | 32q | +12.7%+$147.1K |
| Venture Visionary Partners LLC | $1.2M | 26,991 | 0.03% | 24q | +1.3%+$15.4K |
| Parrish Capital LLC | $1.2M | 26,863 | 1.15% | 4q | +2.7%+$30.6K |
| Valeo Financial Advisors, LLC | $1.1M | 25,898 | 0.02% | 32q | +5.9%+$64.0K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $888.2K | 20,192 | 0.06% | 32q | HELD |
| SAPIENT CAPITAL LLC | $801.2K | 18,213 | 0.01% | 12q | -50.0%-$801.2K |
| Cooper Financial Group | $740.0K | 16,821 | 0.06% | 23q | +10.2%+$68.8K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $733.3K | 16,670 | 0.44% | 16q | HELD |
| Legacy Wealth Asset Management, LLC | $671.2K | 15,258 | 0.15% | 17q | +0.8%+$5.3K |
| Miller Global Investments, LLC | $635.9K | 14,455 | 0.51% | 4q | -2.1%-$13.8K |
| GAMMA Investing LLC | $516.7K | 11,745 | 0.02% | 12q | +16.8%+$74.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $494.4K | 11,239 | 0.07% | 19q | -4.4%-$22.6K |
| Investors Research Corp | $481.3K | 10,940 | 0.08% | 32q | -2.2%-$11.0K |
| Rosenberg Matthew Hamilton | $463.3K | 10,531 | 0.08% | 27q | -6.2%-$30.6K |
| DAVIDSON TRUST CO | $432.0K | 9,820 | 0.17% | 7q | HELD |
| CapWealth Advisors, LLC | $404.3K | 9,191 | 0.03% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $391.8K | 8,907 | 0.03% | 10q | +0.5%+$2.0K |
| EASTERN BANK | $390.2K | 8,870 | 0.01% | 26q | -53.1%-$441.0K |
| Versant Capital Management, Inc | $365.6K | 8,310 | 0.03% | 12q | +4.5%+$15.7K |
| Wedmont Private Capital | $346.7K | 7,478 | 0.01% | 6q | +4.5%+$14.8K |
| VISTA INVESTMENT PARTNERS LLC | $325.4K | 7,397 | 0.08% | 12q | +5.4%+$16.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $314.0K | 7,138 | 0.05% | 22q | +2.6%+$8.0K |
| CHAPIN DAVIS, INC. | $296.6K | 6,742 | 0.06% | 16q | +2.0%+$5.7K |
| ECLECTIC ASSOCIATES INC /ADV | $273.5K | 6,218 | 0.03% | 4q | -3.5%-$10.0K |
| Emprise Bank | $266.2K | 6,052 | 0.10% | 5q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $260.0K | 5,911 | 0.00% | 3q | +0.7%+$1.8K |
| RIVERSEDGE ADVISORS, LLC | $256.4K | 5,829 | 0.03% | new | NEW |
| Apella Capital, LLC | $252.2K | 5,466 | 0.00% | 3q | +4.7%+$11.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $247.0K | 5,614 | 0.02% | new | NEW |
| CoreCap Advisors, LLC | $231.1K | 5,252 | 0.01% | 9q | +0.5%+$1.2K |
| Kure Advisory, LLC | $228.2K | 5,188 | 0.11% | new | NEW |
| Successful Portfolios LLC | $219.1K | 4,910 | 0.10% | 24q | -24.1%-$69.7K |
| Sound Income Strategies, LLC | $215.0K | 4,637 | 0.01% | new | NEW |
| Stonebridge Financial Group, LLC | $214.1K | 4,868 | 0.02% | new | NEW |
| Bath Savings Trust Co | $210.3K | 4,781 | 0.02% | new | NEW |
| Hummer Financial Advisory Services Inc | $205.3K | 4,668 | 0.13% | new | NEW |
| Acropolis Investment Management, LLC | $163.8K | 3,724 | 0.01% | 3q | -50.0%-$163.8K |
| TOTH FINANCIAL ADVISORY CORP | $145.5K | 3,307 | 0.01% | 32q | HELD |
| Bank & Trust Co | $140.9K | 3,204 | 0.09% | 10q | +21.0%+$24.5K |
| STEPH & CO | $122.8K | 2,792 | 0.03% | 28q | HELD |
| TOMPKINS FINANCIAL CORP | $108.0K | 2,456 | 0.01% | 31q | HELD |
| Grove Bank & Trust | $80.0K | 1,819 | 0.01% | 23q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $75.5K | 1,717 | 0.00% | 16q | +0.5% |
| Coastline Trust Co | $67.3K | 1,530 | 0.01% | 9q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $46.5K | 1,058 | 0.01% | 6q | HELD |
| Bank of New Hampshire | $34.5K | 785 | 0.01% | 19q | HELD |
| Trust Co | $30.9K | 702 | 0.00% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $10.0K | 227 | 0.00% | new | NEW |
| GK Wealth Management LLC | $8.5K | 193 | 0.00% | new | NEW |
| Bangor Savings Bank | $8.1K | 184 | 0.00% | 18q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $7.1K | 162 | 0.00% | new | NEW |
| NEVILLE RODIE & SHAW INC | $5.3K | 120,336 | 0.36% | 32q | HELD |
| Retirement Wealth Solutions LLC | $5.1K | 115 | 0.00% | 5q | -7.3% |
| Planning Strategies Inc. | $4.8K | 109 | 0.00% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $3.7K | 85 | 0.00% | 15q | HELD |
| Roxbury Financial LLC | $3.3K | 76 | 0.00% | 8q | HELD |
| Bullock Wealth Management Group | $2.6K | 59 | 0.00% | 11q | +1.7% |
| Pacifica Partners Inc. | $2.2K | 50 | 0.00% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $1.4K | 32 | 0.00% | 3q | HELD |
| CX Institutional | $41 | 928 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 65 | $37.2M | 844,304 | 12 | 24 | 11 | 0.0% |
| Q2 2026 | 1,182 | $16.0B | 385,338,250 | 93 | 353 | 393 | 10.8% |
| Q1 2026 | 1,272 | $18.8B | 355,510,965 | 217 | 335 | 389 | 11.0% |
| Q4 2025 | 1,157 | $13.0B | 329,508,147 | 100 | 357 | 341 | 12.0% |
| Q3 2025 | 1,120 | $12.3B | 307,854,672 | 125 | 293 | 373 | 13.8% |
| Q2 2025 | 1,069 | $10.9B | 320,800,703 | 76 | 327 | 383 | 11.5% |
| Q1 2025 | 1,138 | $12.9B | 331,919,724 | 134 | 341 | 368 | 13.4% |
| Q4 2024 | 1,088 | $11.0B | 310,010,911 | 64 | 273 | 450 | 16.7% |
| Q3 2024 | 1,097 | $10.7B | 301,753,557 | 72 | 317 | 416 | 11.5% |
| Q2 2024 | 1,184 | $12.5B | 310,447,709 | 79 | 388 | 373 | 10.9% |
| Q1 2024 | 1,210 | $15.9B | 377,798,232 | 114 | 374 | 393 | 10.5% |
| Q4 2023 | 1,187 | $14.0B | 339,843,190 | 84 | 330 | 404 | 14.0% |
| Q3 2023 | 1,147 | $15.0B | 330,404,547 | 87 | 331 | 381 | 15.0% |
| Q2 2023 | 1,129 | $13.1B | 320,231,191 | 72 | 344 | 379 | 13.9% |
| Q1 2023 | 1,150 | $14.9B | 318,165,704 | 124 | 306 | 384 | 18.9% |
| Q4 2022 | 1,113 | $13.8B | 329,561,836 | 146 | 277 | 358 | 16.5% |
| Q3 2022 | 1,001 | $10.4B | 292,439,146 | 77 | 282 | 341 | 19.8% |
| Q2 2022 | 1,013 | $10.2B | 295,312,499 | 89 | 330 | 310 | 17.6% |
| Q1 2022 | 1,028 | $10.5B | 290,147,390 | 125 | 314 | 338 | 18.5% |
| Q4 2021 | 1,001 | $10.0B | 299,176,914 | 73 | 286 | 329 | 20.1% |
| Q3 2021 | 967 | $9.5B | 296,070,662 | 73 | 328 | 306 | 14.8% |
| Q2 2021 | 978 | $8.9B | 291,339,346 | 113 | 320 | 294 | 14.0% |
| Q1 2021 | 928 | $7.8B | 276,713,063 | 127 | 299 | 283 | 13.5% |
| Q4 2020 | 871 | $6.4B | 272,584,550 | 75 | 210 | 369 | 12.9% |
| Q3 2020 | 868 | $5.3B | 268,968,286 | 56 | 185 | 413 | 10.7% |
| Q2 2020 | 949 | $7.5B | 288,684,370 | 73 | 270 | 403 | 10.0% |
| Q1 2020 | 1,003 | $9.2B | 344,927,819 | 78 | 357 | 385 | 8.2% |
| Q4 2019 | 1,156 | $14.2B | 349,179,218 | 83 | 311 | 435 | 7.2% |
| Q3 2019 | 1,083 | $14.9B | 360,753,208 | 79 | 351 | 369 | 7.9% |
| Q2 2019 | 1,106 | $17.3B | 373,211,997 | 59 | 380 | 353 | 10.2% |
| Q1 2019 | 1,134 | $17.3B | 371,380,509 | 106 | 391 | 344 | 6.0% |
| Q4 2018 | 1,089 | $14.5B | 364,369,733 | 7 | 15 | 19 | 5.1% |