Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BP PLC · SPONSORED ADR · quarter ended 2026-03-31 · 19 members disclosed BP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 891 holders are listed, largest first: 891
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $13.4B
holders whose share count rose or who opened the position (new + add), by shares: 438
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 91

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Fisher Asset Management, LLC	$3.1B	66,622,798	+190,874	ADD
2	DIMENSIONAL FUND ADVISORS LP	$842M	17,905,444	+1,421,359	ADD
3	STATE STREET CORP	$762M	16,223,388	−2,234,907	TRIM
4	Capital World Investors	$748M	15,908,895	+15,908,895	NEW
5	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$602M	12,813,984	+7,039,022	ADD
6	MORGAN STANLEY	$472M	10,049,509	+862,398	ADD
7	BlackRock, Inc.	$460M	9,793,006	−989,738	TRIM
8	MILLENNIUM MANAGEMENT LLC	$367M	7,799,720	+3,894,616	ADD
9	GQG Partners LLC	$257M	5,462,538	+5,462,538	NEW
10	Point72 Asset Management, L.P.	$252M	5,354,731	+3,825,536	ADD
11	ROYAL BANK OF CANADA	$233M	4,967,197	−2,076,474	TRIM
12	CITADEL ADVISORS LLC	$220M	4,670,938	+2,108,056	ADD
13	BANK OF MONTREAL /CAN/	$217M	4,621,966	+3,994,173	ADD
14	RAYMOND JAMES FINANCIAL INC	$200M	4,257,907	+1,404,928	ADD
15	ALTRINSIC GLOBAL ADVISORS LLC	$175M	3,719,944	−384,907	TRIM
16	LMR Partners LLP	$170M	3,608,505	−133,067	TRIM
17	Merewether Investment Management, LP	$166M	3,541,397	+533,297	ADD
18	BANK OF AMERICA CORP /DE/	$166M	3,534,571	−556,230	TRIM
19	NORTHERN TRUST CORP	$127M	2,697,285	−357,777	TRIM
20	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$127M	2,696,678	+299,979	ADD
21	DEUTSCHE BANK AG\	$126M	2,689,247	+1,062,079	ADD
22	Freestone Grove Partners LP	$124M	2,642,602	+166,184	ADD
23	SEI INVESTMENTS CO	$121M	2,582,844	+845,988	ADD
24	UBS Group AG	$109M	2,309,892	−78,629	TRIM
25	AMERICAN CENTURY COMPANIES INC	$104M	2,219,203	+504,922	ADD
26	FMR LLC	$102M	2,178,159	+256,130	ADD
27	WELLS FARGO & COMPANY/MN	$101M	2,159,366	+292,753	ADD
28	Ruffer LLP	$98.9M	2,098,006	−137,744	TRIM
29	FRANKLIN RESOURCES INC	$94.7M	2,015,913	−308,938	TRIM
30	Qube Research & Technologies Ltd	$91.7M	1,950,584	−434,187	TRIM
31	Alyeska Investment Group, L.P.	$89.4M	1,902,306	+674,285	ADD
32	NATIONAL BANK OF CANADA /FI/	$73.7M	1,568,509	−3,760,479	TRIM
33	RENAISSANCE TECHNOLOGIES LLC	$72.1M	1,532,985	−1,130,182	TRIM
34	LPL Financial LLC	$68.2M	1,451,969	+43,436	ADD
35	CITIGROUP INC	$63.5M	1,351,890	+1,225,153	ADD
36	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$56.9M	1,210,125	+8,725	ADD
37	Castle Hook Partners LP	$52.8M	1,123,129	+1,123,129	NEW
38	Engineers Gate Manager LP	$50.0M	1,064,631	+973,404	ADD
39	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$49.4M	1,050,054	+1,050,054	NEW
40	Verition Fund Management LLC	$48.0M	1,022,048	+346,892	ADD
41	ENVESTNET ASSET MANAGEMENT INC	$48.0M	1,021,603	+54,567	ADD
42	CAUSEWAY CAPITAL MANAGEMENT LLC	$46.9M	997,934	−642,746	TRIM
43	Yaupon Capital Management LP	$44.6M	948,265	−1,283,030	TRIM
44	STIFEL FINANCIAL CORP	$36.5M	776,217	−140,751	TRIM
45	Walleye Trading LLC	$33.3M	709,098	+537,150	ADD
46	Assenagon Asset Management S.A.	$30.4M	647,120	−493,149	TRIM
47	Rockefeller Capital Management L.P.	$29.4M	624,836	−12,357	TRIM
48	Cetera Investment Advisers	$28.2M	600,701	+91,250	ADD
49	Goodlander Investment Management, LLC	$27.3M	579,945	+579,945	NEW
50	Jain Global LLC	$27.2M	579,681	+566,759	ADD
51	Huber Capital Management LLC	$26.7M	568,233	+5,000	ADD
52	Generate Investment Management Ltd	$26.5M	563,151	+563,151	NEW
53	Invesco Ltd.	$25.3M	538,548	−21,454	TRIM
54	Cerity Partners LLC	$25.1M	533,526	−142,309	TRIM
55	TWO SIGMA INVESTMENTS, LP	$24.4M	518,925	+518,925	NEW
56	Quadrature Capital Ltd	$23.9M	508,766	+392,450	ADD
57	Connor, Clark & Lunn Investment Management Ltd.	$23.3M	494,909	−1,959,497	TRIM
58	Calamos Advisors LLC	$22.3M	475,000	0	NO CHANGE
59	DRW Securities, LLC	$22.3M	473,921	+245,097	ADD
60	COMMONWEALTH EQUITY SERVICES, LLC	$21.8M	463,497	−163,444	TRIM
61	US BANCORP \DE\	$21.7M	461,282	−7,497	TRIM
62	Aquatic Capital Management LLC	$20.6M	438,288	+134,095	ADD
63	Nan Shan Life Insurance Co., Ltd.	$19.6M	416,772	−188,425	TRIM
64	Tower Research Capital LLC (TRC)	$19.5M	414,562	+100,320	ADD
65	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$19.3M	410,210	+65,669	ADD
66	Mariner, LLC	$18.6M	395,473	+15,051	ADD
67	ADAGE CAPITAL PARTNERS GP, L.L.C.	$18.3M	390,000	−150,000	TRIM
68	BALYASNY ASSET MANAGEMENT L.P.	$17.4M	370,338	−893,820	TRIM
69	OSAIC HOLDINGS, INC.	$17.1M	364,615	+12,756	ADD
70	SPX Gestao de Recursos Ltda	$16.7M	354,344	−168,886	TRIM
71	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$16.5M	350,000	0	NO CHANGE
72	Sagefield Capital LP	$16.3M	346,278	+346,278	NEW
73	OLD MISSION CAPITAL LLC	$16.0M	339,572	−566,752	TRIM
74	Walleye Capital LLC	$15.9M	338,168	+60,198	ADD
75	Focus Partners Wealth	$15.8M	321,062	+23,992	ADD
76	Waverly Advisors, LLC	$15.7M	333,788	+33,171	ADD
77	Creative Planning	$15.7M	333,060	+13,439	ADD
78	Trexquant Investment LP	$15.1M	320,663	+234,425	ADD
79	FIRST TRUST ADVISORS LP	$15.0M	319,570	+171,043	ADD
80	COMMERCE BANK	$15.0M	319,432	+259,099	ADD
81	TUDOR INVESTMENT CORP ET AL	$14.6M	309,797	+120,971	ADD
82	M&T BANK CORP	$14.3M	303,966	+2,498	ADD
83	Dupree Financial Group, LLC	$14.0M	298,462	−92,890	TRIM
84	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$13.7M	291,977	+33,626	ADD
85	Willis Johnson & Associates, Inc.	$13.7M	290,545	−30,701	TRIM
86	HighTower Advisors, LLC	$13.1M	279,366	−10,157	TRIM
87	Quantinno Capital Management LP	$12.8M	271,825	+44,824	ADD
88	Americana Partners, LLC	$12.3M	262,644	0	NO CHANGE
89	Curi Capital, LLC	$12.1M	258,176	−2,659	TRIM
90	OPPENHEIMER & CO INC	$11.7M	249,233	+249,233	NEW
91	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.3M	239,574	−38,294	TRIM
92	Baird Financial Group, Inc.	$11.2M	237,726	+237,726	NEW
93	Pathstone Holdings, LLC	$10.7M	227,805	−94,362	TRIM
94	ASSETMARK, INC	$10.7M	226,848	+6,740	ADD
95	Empyrean Capital Partners, LP	$10.3M	220,000	+220,000	NEW
96	NewEdge Advisors, LLC	$9.8M	207,615	+207,615	NEW
97	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.2M	196,553	+196,553	NEW
98	BROWN ADVISORY INC	$8.9M	189,887	−6,209	TRIM
99	LAZARI CAPITAL MANAGEMENT, INC.	$8.8M	186,626	−12,104	TRIM
100	Kestra Advisory Services, LLC	$8.4M	178,384	+47,687	ADD
101	Steward Partners Investment Advisory, LLC	$8.4M	178,243	+126,891	ADD
102	CI INVESTMENTS INC.	$8.2M	174,653	−31,713	TRIM
103	HENNESSY ADVISORS INC	$7.8M	166,700	+5,600	ADD
104	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$7.6M	161,400	−6,150	TRIM
105	Financial Sense Advisors, Inc.	$7.5M	159,707	−418,105	TRIM
106	Lighthouse Investment Partners, LLC	$7.3M	154,423	+154,423	NEW
107	TRUIST FINANCIAL CORP	$7.3M	154,302	+16,498	ADD
108	Bleakley Financial Group, LLC	$7.2M	152,810	+53,634	ADD
109	Hudson Bay Capital Management LP	$7.1M	151,938	−4,348,062	TRIM
110	DAVENPORT & Co LLC	$7.1M	151,812	−2,116	TRIM
111	Brooklyn Investment Group	$7.0M	149,616	+56,421	ADD
112	READYSTATE ASSET MANAGEMENT LP	$6.9M	146,696	+146,696	NEW
113	TODD ASSET MANAGEMENT LLC	$6.8M	143,935	+3,102	ADD
114	IMC-Chicago, LLC	$6.8M	143,928	+120,280	ADD
115	Yarbrough Capital, LLC	$6.6M	139,850	0	NO CHANGE
116	Larson Financial Group LLC	$6.5M	137,404	+14,790	ADD
117	AQR CAPITAL MANAGEMENT LLC	$6.4M	136,217	+38,031	ADD
118	Vestmark Advisory Solutions, Inc.	$6.3M	133,832	+6,238	ADD
119	QRG CAPITAL MANAGEMENT, INC.	$6.2M	132,513	+15,121	ADD
120	MERCER GLOBAL ADVISORS INC /ADV	$6.2M	131,490	−1,231	TRIM
121	ADVOCATE GROUP LLC	$6.2M	131,103	−1,056	TRIM
122	Columbia Asset Management	$6.1M	129,274	+3,370	ADD
123	Crossmark Global Holdings, Inc.	$6.1M	128,961	—	NO PRIOR
124	Corient Private Wealth LLC	$6.0M	135,165	−202,220	TRIM
125	Covalis Capital LLP	$5.9M	126,525	+126,525	NEW
126	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.8M	123,338	−5,947	TRIM
127	Transmarket Holdings LP	$5.7M	120,982	—	NO PRIOR
128	BLAIR WILLIAM & CO/IL	$5.6M	120,032	−108,616	TRIM
129	Parallax Volatility Advisers, L.P.	$5.6M	122,825	+73,883	ADD
130	Private Advisor Group, LLC	$5.6M	118,774	−18,761	TRIM
131	Clearbridge Investments, LLC	$5.6M	118,247	−2,194,884	TRIM
132	Y-Intercept (Hong Kong) Ltd	$5.5M	116,294	−255,908	TRIM
133	Blackstone Inc.	$5.3M	113,595	−8,301	TRIM
134	Jackson Hole Capital Partners, LLC	$5.3M	112,838	+3,281	ADD
135	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.3M	112,741	+1,567	ADD
136	Corigliano Investment Advisers, LLC	$5.3M	112,000	+112,000	NEW
137	MML INVESTORS SERVICES, LLC	$5.2M	111,699	−50,604	TRIM
138	Aventail Capital Group, LP	$5.2M	111,632	+63,348	ADD
139	Optiver Holding B.V.	$5.2M	110,993	−253,650	TRIM
140	Ashton Thomas Private Wealth, LLC	$5.2M	110,867	+46	ADD
141	Stamos Capital Partners, L.P.	$5.2M	110,421	−145,009	TRIM
142	RITHOLTZ WEALTH MANAGEMENT	$5.1M	109,418	+17,764	ADD
143	D. E. Shaw & Co., Inc.	$5.1M	109,152	+109,152	NEW
144	ExodusPoint Capital Management, LP	$5.0M	106,183	+106,183	NEW
145	J.W. COLE ADVISORS, INC.	$5.0M	106,117	−3,369	TRIM
146	Baker Ellis Asset Management LLC	$4.9M	104,800	−3,999	TRIM
147	Diversified Trust Co	$4.8M	102,973	+81,876	ADD
148	BBR PARTNERS, LLC	$4.8M	102,594	0	NO CHANGE
149	Prospera Financial Services Inc	$4.8M	101,581	−62,522	TRIM
150	D.A. DAVIDSON & CO.	$4.6M	98,918	−605	TRIM
151	BFSG, LLC	$4.6M	97,041	+83	ADD
152	CWM, LLC	$4.5M	94,743	+7,458	ADD
153	OPPENHEIMER ASSET MANAGEMENT INC.	$4.4M	93,777	+93,777	NEW
154	Encore Global Management, LP	$4.4M	93,750	—	NO PRIOR
155	MEYER HANDELMAN CO	$4.4M	93,256	−382	TRIM
156	Tidal Investments LLC	$4.4M	93,052	+4,504	ADD
157	Vanguard Personalized Indexing Management, LLC	$4.3M	91,447	−779	TRIM
158	SCOTIA CAPITAL INC.	$4.2M	90,148	−111,433	TRIM
159	BNP Paribas Asset Management Holding S.A.	$4.0M	84,372	+84,372	NEW
160	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.9M	83,657	−5,666,343	TRIM
161	TrueMark Investments, LLC	$3.9M	83,187	+83,187	NEW
162	OPAL CAPITAL LLC	$3.9M	83,187	+83,187	NEW
163	Capital International Sarl	$3.8M	80,054	+80,054	NEW
164	EVERGREEN CAPITAL MANAGEMENT LLC	$3.7M	77,989	−337	TRIM
165	Murphy, Middleton, Hinkle & Parker, Inc.	$3.6M	76,412	+50,900	ADD
166	&PARTNERS	$3.5M	73,788	+3,036	ADD
167	Immersion Capital LLP	$3.3M	70,776	0	NO CHANGE
168	Quotient Wealth Partners, LLC	$3.2M	67,754	+640	ADD
169	Choate Investment Advisors	$3.2M	67,697	+1,473	ADD
170	NewEdge Wealth, LLC	$3.0M	64,821	−11,014	TRIM
171	44 WEALTH MANAGEMENT LLC	$2.9M	62,123	−15,401	TRIM
172	B. Riley Wealth Advisors, Inc.	$2.9M	60,825	−28,685	TRIM
173	CIBC Bancorp USA Inc.	$2.9M	60,973	—	NO PRIOR
174	SHARPEPOINT LLC	$2.8M	59,318	−2,639	TRIM
175	Callan Family Office, LLC	$2.8M	59,183	−18,224	TRIM
176	Caprock Group, LLC	$2.7M	58,346	−1,477	TRIM
177	Smith Group Asset Management, LLC	$2.7M	57,860	+7,980	ADD
178	IEQ CAPITAL, LLC	$2.7M	56,685	−12,022	TRIM
179	WELLINGTON MANAGEMENT GROUP LLP	$2.6M	55,549	+4,556	ADD
180	Harvest Portfolios Group Inc.	$2.6M	55,027	+3,097	ADD
181	Beacon Pointe Advisors, LLC	$2.5M	54,112	+18,079	ADD
182	Vident Advisory, LLC	$2.5M	53,699	+9,852	ADD
183	Capital Investment Advisory Services, LLC	$2.5M	53,635	−2,824	TRIM
184	Insight Inv LLC	$2.5M	52,921	+1,275	ADD
185	Naviter Wealth, LLC	$2.5M	52,707	+2,667	ADD
186	Mutual Advisors, LLC	$2.4M	51,848	−957	TRIM
187	Graham Capital Management, L.P.	$2.4M	51,802	+38,542	ADD
188	RFG - Bristol Wealth Advisors, LLC	$2.4M	51,466	0	NO CHANGE
189	Sequoia Financial Advisors, LLC	$2.4M	50,572	−596	TRIM
190	RWA WEALTH PARTNERS, LLC	$2.4M	50,529	+2,432	ADD
191	MERIDIAN INVESTMENT COUNSEL INC.	$2.4M	50,202	−1,000	TRIM
192	Phoenix Financial Ltd.	$2.4M	50,000	0	NO CHANGE
193	SANDERS MORRIS HARRIS LLC	$2.3M	49,707	+49,707	NEW
194	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$2.3M	49,039	+1,452	ADD
195	Cyndeo Wealth Partners, LLC	$2.3M	48,953	+368	ADD
196	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.3M	48,731	+39,881	ADD
197	NOMURA HOLDINGS INC	$2.2M	47,492	−2,013,082	TRIM
198	Orion Porfolio Solutions, LLC	$2.2M	46,369	−14,569	TRIM
199	Autumn Glory Partners, LLC	$2.2M	46,121	0	NO CHANGE
200	Aviso Financial Inc.	$2.2M	46,120	+8,690	ADD
201	ELEVATION POINT WEALTH PARTNERS, LLC	$2.2M	45,806	+45,806	NEW
202	CHOREO, LLC	$2.2M	45,800	−467	TRIM
203	Merit Financial Group, LLC	$2.1M	45,719	−7,095	TRIM
204	KAVAR CAPITAL PARTNERS GROUP, LLC	$2.1M	45,626	−1,320	TRIM
205	Allworth Financial LP	$2.1M	45,584	+5,160	ADD
206	PFG Investments, LLC	$2.1M	45,532	+4,731	ADD
207	Focus Partners Advisor Solutions, LLC	$2.1M	45,470	+84	ADD
208	Moors & Cabot, Inc.	$2.1M	45,183	−5,080	TRIM
209	Avior Wealth Management, LLC	$2.1M	44,580	+661	ADD
210	PINNACLE ASSOCIATES LTD	$2.1M	44,018	−11,554	TRIM
211	ALLIANCEBERNSTEIN L.P.	$2.1M	59,338	+59,338	NEW
212	MGO ONE SEVEN LLC	$2.0M	43,125	+3,499	ADD
213	Hardin Capital Partners, LLC	$2.0M	42,934	−998	TRIM
214	KENNEDY INVESTMENT GROUP, INC.	$2.0M	42,903	−8,608	TRIM
215	Laird Norton Wetherby Trust Company, LLC	$2.0M	42,059	+731	ADD
216	Vise Technologies, Inc.	$1.9M	54,846	0	NO CHANGE
217	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.9M	40,229	−370,582	TRIM
218	Savant Capital, LLC	$1.8M	38,884	+5,135	ADD
219	Wealthstar Advisors, LLC	$1.8M	38,702	+38,702	NEW
220	Concurrent Investment Advisors, LLC	$1.8M	38,668	−6,244	TRIM
221	GC Wealth Management RIA, LLC	$1.8M	38,457	+4,954	ADD
222	HB Wealth Management, LLC	$1.8M	38,280	+1,100	ADD
223	Cresset Asset Management, LLC	$1.8M	37,750	−14,131	TRIM
224	Kingsview Wealth Management, LLC	$1.8M	37,719	−1,181	TRIM
225	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.8M	37,566	+37,566	NEW
226	COMPASS CAPITAL MANAGEMENT, INC	$1.8M	37,525	0	NO CHANGE
227	Prosperity Consulting Group, LLC	$1.7M	37,132	−1,133	TRIM
228	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.7M	37,047	−18	TRIM
229	CSS LLC/IL	$1.7M	36,641	+17,418	ADD
230	GeoWealth Management, LLC	$1.7M	36,632	+6,056	ADD
231	Ausdal Financial Partners, Inc.	$1.7M	36,091	−883	TRIM
232	Apollon Wealth Management, LLC	$1.7M	35,551	+141	ADD
233	REGIONS FINANCIAL CORP	$1.6M	34,382	−2,022	TRIM
234	FIRST NATIONAL TRUST CO	$1.6M	34,133	+163	ADD
235	Lido Advisors, LLC	$1.6M	34,017	+10,028	ADD
236	BURNEY CO/	$1.6M	33,546	−8,912	TRIM
237	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$1.6M	33,500	−2,400	TRIM
238	BENJAMIN EDWARDS INC	$1.5M	32,343	+19,612	ADD
239	SIGNATUREFD, LLC	$1.5M	31,836	−204	TRIM
240	CAPITAL INTERNATIONAL LTD /CA/	$1.5M	31,800	+31,800	NEW
241	Abundance Wealth Counselors	$1.5M	31,240	−1,104	TRIM
242	Independent Advisor Alliance	$1.5M	31,218	−5,512	TRIM
243	Clearstead Advisors, LLC	$1.4M	30,523	+18,806	ADD
244	Rossmore Private Capital	$1.4M	30,300	0	NO CHANGE
245	Templeton & Phillips Capital Management, LLC	$1.4M	30,280	+30,280	NEW
246	GREAT VALLEY ADVISOR GROUP, INC.	$1.4M	30,103	+2,349	ADD
247	Avidian Wealth Enterprises, LLC	$1.4M	29,998	+2,449	ADD
248	Lantz Financial LLC	$1.4M	29,898	+159	ADD
249	VERUS CAPITAL PARTNERS, LLC	$1.4M	29,806	−1,791	TRIM
250	Malaga Cove Capital, LLC	$1.4M	29,554	−3,063	TRIM
251	Modern Wealth Management, LLC	$1.4M	29,982	−3,229	TRIM
252	STEPHENS INC /AR/	$1.4M	28,720	−5,363	TRIM
253	Parrish Capital LLC	$1.4M	29,091	—	NO PRIOR
254	Stratos Wealth Partners, LTD.	$1.4M	29,037	−5,279	TRIM
255	UMB Bank, n.a.	$1.3M	28,668	−11,153	TRIM
256	Allspring Global Investments Holdings, LLC	$1.3M	28,596	+8,449	ADD
257	Pinnacle Financial Partners, Inc.	$1.3M	28,493	−184	TRIM
258	Compound Planning, Inc.	$1.3M	28,489	+4,044	ADD
259	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$1.3M	28,974	−1,332	TRIM
260	QUADRANT CAPITAL GROUP LLC	$1.3M	28,431	+8,031	ADD
261	Snowden Capital Advisors LLC	$1.3M	28,240	−1,491	TRIM
262	HANCOCK WHITNEY CORP	$1.3M	28,070	+281	ADD
263	Manske Wealth Management	$1.3M	27,961	−1,070	TRIM
264	LEVIN CAPITAL STRATEGIES, L.P.	$1.3M	27,773	−14,561	TRIM
265	CURA WEALTH ADVISORS, LLC	$1.3M	27,613	0	NO CHANGE
266	Solstein Capital, LLC	$1.3M	27,538	+5,498	ADD
267	AE Wealth Management LLC	$1.3M	27,511	−1,139	TRIM
268	Sigma Planning Corp	$1.3M	27,336	−1,213	TRIM
269	World Investment Advisors	$1.3M	27,302	+1,111	ADD
270	Aptus Capital Advisors, LLC	$1.3M	27,234	+852	ADD
271	MOODY NATIONAL BANK TRUST DIVISION	$1.3M	26,688	+151	ADD
272	Venture Visionary Partners LLC	$1.3M	26,613	−4,332	TRIM
273	Aaron Wealth Advisors LLC	$1.3M	26,596	+5,521	ADD
274	Chicago Capital, LLC	$1.2M	26,276	0	NO CHANGE
275	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.2M	26,275	+1,396	ADD
276	1ST SOURCE BANK	$1.2M	26,200	−781	TRIM
277	Smartleaf Asset Management LLC	$1.2M	25,919	+355	ADD
278	GREENWOOD CAPITAL ASSOCIATES LLC	$1.2M	25,909	−2,513	TRIM
279	AWM CAPITAL, LLC	$1.2M	25,685	+5	ADD
280	Wealth Alliance Advisory Group, LLC	$1.2M	25,657	0	NO CHANGE
281	HSBC HOLDINGS PLC	$1.2M	29,065	−32,775	TRIM
282	Argyle Capital Management, LLC	$1.2M	25,407	0	NO CHANGE
283	MISSION WEALTH MANAGEMENT, LP	$1.2M	25,304	−84	TRIM
284	Cornerstone Wealth Management, LLC	$1.2M	25,128	+1,083	ADD
285	VestGen Advisors, LLC	$1.2M	26,598	+1,983	ADD
286	Bridgewater Associates, LP	$1.2M	24,939	−472,160	TRIM
287	Dynasty Wealth Management, LLC	$1.2M	24,859	−1,300	TRIM
288	CENTRAL TRUST Co	$1.2M	24,665	+1,889	ADD
289	Intrua Financial, LLC	$1.2M	24,601	−2,601	TRIM
290	Oak Harvest Investment Services	$1.2M	24,600	+1,109	ADD
291	SAXON INTERESTS, INC.	$1.2M	24,525	+10,045	ADD
292	MAI Capital Management	$1.1M	24,207	−7,733	TRIM
293	Herold Advisors, Inc.	$1.1M	23,672	−62	TRIM
294	Purkiss Capital Advisors LLC	$1.1M	23,633	+13,777	ADD
295	Summit Trail Advisors, LLC	$1.1M	23,540	+23,540	NEW
296	SIH Partners, LLLP	$1.1M	23,500	−39,900	TRIM
297	Caitong International Asset Management Co., Ltd	$1.1M	23,235	+23,226	ADD
298	Future Fund LLC	$1.1M	22,923	+148	ADD
299	Kovack Advisors, Inc.	$1.1M	23,154	−4,969	TRIM
300	WESTWOOD HOLDINGS GROUP INC	$1.1M	22,667	0	NO CHANGE
301	GUGGENHEIM CAPITAL LLC	$1.0M	22,100	+9,537	ADD
302	WCG Wealth Advisors LLC	$1.0M	21,964	+1,884	ADD
303	Wilmington Savings Fund Society, FSB	$1.0M	21,860	+441	ADD
304	ASSOCIATED BANC-CORP	$1.0M	21,759	−270	TRIM
305	Horizon Investment Services, LLC	$1.0M	21,705	−150	TRIM
306	MATHER GROUP, LLC.	$1.0M	21,431	−23	TRIM
307	CHESAPEAKE CAPITAL CORP /IL/	$1.0M	21,366	0	NO CHANGE
308	Empowered Funds, LLC	$998K	21,239	+21,239	NEW
309	Gallacher Capital Management LLC	$987K	21,003	+1,800	ADD
310	SCS Capital Management LLC	$973K	20,705	−4,698	TRIM
311	Harbour Capital Advisors, LLC	$971K	20,930	+715	ADD
312	Avantra Family Wealth, Inc.	$969K	20,627	−16,893	TRIM
313	Cherokee Insurance Co	$933K	19,854	0	NO CHANGE
314	EP Wealth Advisors, LLC	$919K	19,563	−1,944	TRIM
315	Western Wealth Management, LLC	$909K	19,349	+19,349	NEW
316	TOWNSQUARE CAPITAL LLC	$908K	19,328	−735	TRIM
317	DENALI ADVISORS LLC	$908K	19,325	−65	TRIM
318	Atria Investments, Inc	$908K	19,309	−5,448	TRIM
319	NICOLET BANKSHARES INC	$899K	19,391	+19,391	NEW
320	Capital International, Inc./CA/	$898K	19,100	+19,100	NEW
321	Bank Julius Baer & Co. Ltd, Zurich	$891K	18,957	+1,191	ADD
322	EASTERN BANK	$888K	18,893	−529	TRIM
323	INSIGNEO ADVISORY SERVICES, LLC	$881K	18,750	−1,763	TRIM
324	Ameritas Advisory Services, LLC	$875K	18,625	−376	TRIM
325	Permanent Capital Management, LP	$873K	18,426	−9,567	TRIM
326	Texas Yale Capital Corp.	$867K	18,441	0	NO CHANGE
327	PROFUND ADVISORS LLC	$864K	18,379	−2,861	TRIM
328	Regal Investment Advisors LLC	$859K	18,275	+5,606	ADD
329	Northstar Financial Companies, Inc.	$857K	18,225	—	NO PRIOR
330	Checchi Capital Advisers, LLC	$856K	18,223	+203	ADD
331	U.S. Capital Wealth Advisors, LLC	$856K	18,222	−3,680	TRIM
332	SAPIENT CAPITAL LLC	$856K	18,213	−5,829	TRIM
333	Csenge Advisory Group	$853K	18,144	−236	TRIM
334	R Squared Ltd	$851K	18,114	+18,114	NEW
335	PARSONS CAPITAL MANAGEMENT INC/RI	$840K	17,869	+4	ADD
336	ACADIAN ASSET MANAGEMENT LLC	$838K	17,831,964	+7,454,079	ADD
337	Red Door Wealth Management, LLC	$806K	17,151	+880	ADD
338	PARTNERS WEALTH MANAGEMENT, LLC	$794K	16,901	−2,875	TRIM
339	COURIER CAPITAL LLC	$794K	16,890	+516	ADD
340	CAPITAL ADVISORS INC/OK	$789K	16,778	−4,100	TRIM
341	Lebenthal Global Advisors, LLC	$788K	16,759	−9,468	TRIM
342	Left Brain Wealth Management, LLC	$787K	16,753	0	NO CHANGE
343	Abel Hall, LLC	$786K	16,719	−4,854	TRIM
344	Vertex Planning Partners, LLC	$786K	16,714	−4,365	TRIM
345	Pure Financial Advisors, LLC	$785K	16,697	+598	ADD
346	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$783K	16,670	0	NO CHANGE
347	Gibbs Wealth Management	$781K	16,621	+16,621	NEW
348	ARS Investment Partners, LLC	$780K	16,600	0	NO CHANGE
349	Mesirow Financial Investment Management, Inc.	$778K	16,561	−717	TRIM
350	JOHNSON INVESTMENT COUNSEL INC	$770K	16,387	−1,579	TRIM
351	MONARCH CAPITAL MANAGEMENT INC	$769K	16,355	−950	TRIM
352	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$748K	15,912	+15,912	NEW
353	Arax Advisory Partners	$741K	15,847	−38,740	TRIM
354	FIFTH THIRD BANCORP	$741K	15,758	+674	ADD
355	Bellevue Group AG	$735K	15,644	+15,644	NEW
356	SAGESPRING WEALTH PARTNERS, LLC	$735K	15,638	+2,609	ADD
357	Dynamic Advisor Solutions LLC	$734K	15,612	−933	TRIM
358	Summit Financial, LLC	$727K	15,469	−2,398	TRIM
359	GRANDFIELD & DODD, LLC	$725K	15,431	+2,826	ADD
360	BURRUS FINANCIAL SERVICES, INC.	$725K	15,416	−3,347	TRIM
361	Mill Capital Management, LLC	$725K	15,416	−588	TRIM
362	Winning Points Advisors, LLC	$723K	18,945	+18,945	NEW
363	MONECO ADVISORS, LLC	$719K	15,302	−742	TRIM
364	Legacy Wealth Asset Management, LLC	$717K	15,254	+196	ADD
365	Geneos Wealth Management Inc.	$716K	15,225	+3,399	ADD
366	Advisors Asset Management, Inc.	$712K	15,156	−8,141	TRIM
367	Alessandra Capital Management, LLC	$711K	15,134	—	NO PRIOR
368	ClearAlpha Technologies LP	$707K	15,032	+15,032	NEW
369	Straight Path Wealth Management	$705K	15,000	0	NO CHANGE
370	BCS Private Wealth Management, Inc.	$703K	14,961	+550	ADD
371	Ascentis Independent Advisors	$701K	14,922	+2,030	ADD
372	Fort Point Capital Partners LLC	$698K	14,857	+4,223	ADD
373	Landmark Wealth Management, LLC	$696K	14,800	+14,800	NEW
374	DV Trading LLC	$694K	14,769	+14,769	NEW
375	INDEPENDENT FINANCIAL GROUP, LLC	$692K	14,729	—	NO PRIOR
376	West Family Investments, Inc.	$690K	14,691	−424	TRIM
377	Glenview Trust Co	$685K	14,574	−859	TRIM
378	BAXTER BROS INC	$680K	14,472	0	NO CHANGE
379	FOUNDATIONS INVESTMENT ADVISORS, LLC	$680K	14,462	+1,705	ADD
380	WRIGHT INVESTORS SERVICE INC	$675K	14,363	+66	ADD
381	Equitable Holdings, Inc.	$674K	19,316	−1,318	TRIM
382	ARK & TLK INVESTMENTS, LLC	$669K	14,236	+122	ADD
383	Pinnacle Wealth Planning Services, Inc.	$665K	14,151	−4,050	TRIM
384	MidFirst Bank	$663K	14,099	−149	TRIM
385	PCM Encore, LLC	$662K	14,087	+823	ADD
386	HM PAYSON & CO	$658K	14,000	0	NO CHANGE
387	Blue Trust, Inc.	$655K	13,934	−4,733	TRIM
388	SeaCrest Wealth Management, LLC	$650K	13,823	−14,651	TRIM
389	PRINCIPAL SECURITIES, INC.	$646K	13,755	+138	ADD
390	Van Diest Capital, LLC	$632K	13,458	+13,458	NEW
391	Balboa Wealth Partners	$631K	13,431	0	NO CHANGE
392	Sowell Financial Services LLC	$630K	13,410	−1,281	TRIM
393	Burford Brothers, Inc.	$628K	13,352	0	NO CHANGE
394	Cooper Financial Group	$625K	13,305	−1,984	TRIM
395	CANTOR FITZGERALD, L. P.	$617K	13,126	+13,126	NEW
396	AlphaCore Capital LLC	$613K	13,052	−1,049	TRIM
397	Jacobi Capital Management LLC	$613K	13,047	+4,721	ADD
398	Bay Rivers Group	$611K	13,000	0	NO CHANGE
399	COWA, LLC	$611K	13,000	−300	TRIM
400	Edge Wealth Management LLC	$610K	12,974	−1,491	TRIM
401	Sovran Advisors, LLC	$605K	12,761	+973	ADD
402	Aegis Wealth Management LLC	$603K	12,840	+1,258	ADD
403	Capital Investment Advisors, LLC	$603K	12,824	+819	ADD
404	Composition Wealth, LLC	$596K	12,684	+1,291	ADD
405	OLD NATIONAL BANCORP /IN/	$596K	12,681	−4,621	TRIM
406	Capital Investment Counsel, Inc	$594K	12,640	−200	TRIM
407	Frank, Rimerman Advisors LLC	$593K	12,607	+216	ADD
408	Prospect Financial Services LLC	$588K	12,508	+6	ADD
409	FIDUCIARY TRUST CO	$587K	12,499	+12,499	NEW
410	Aull & Monroe Investment Management Corp	$586K	12,475	0	NO CHANGE
411	WELCH & FORBES LLC	$583K	12,411	+558	ADD
412	Baker Avenue Asset Management, LP	$583K	12,397	0	NO CHANGE
413	PEDDOCK CAPITAL ADVISORS, LLC	$580K	12,348	0	NO CHANGE
414	WealthTrust Axiom LLC	$579K	12,322	−96	TRIM
415	Permanens Capital L.P.	$577K	12,266	0	NO CHANGE
416	Zurcher Kantonalbank (Zurich Cantonalbank)	$576K	12,256	+12,256	NEW
417	COLDSTREAM CAPITAL MANAGEMENT INC	$573K	12,188	+969	ADD
418	Tannin Capital LLC	$565K	12,030	+185	ADD
419	Hilltop National Bank	$564K	11,995	0	NO CHANGE
420	Oxinas Partners, LLC	$563K	11,978	−250	TRIM
421	Kathmere Capital Management, LLC	$563K	11,975	+747	ADD
422	GRIMES & Co WEALTH MANAGEMENT, LLC	$560K	11,922	+171	ADD
423	Chicago Partners Investment Group LLC	$560K	12,076	+126	ADD
424	JANE STREET GROUP, LLC	$557K	11,845	−144,164	TRIM
425	Elgethun Capital Management	$554K	11,784	−910	TRIM
426	DAYMARK WEALTH PARTNERS, LLC	$549K	11,676	−3,008	TRIM
427	Carnegie Investment Counsel	$544K	11,565	−2,733	TRIM
428	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$543K	11,560	+2,334	ADD
429	Pettinga Financial Advisors LLC	$542K	11,530	+4,329	ADD
430	FIRST MANHATTAN CO. LLC.	$540K	11,481	−628	TRIM
431	KLCM Advisors, Inc.	$533K	11,351	0	NO CHANGE
432	ASHTON THOMAS SECURITIES, LLC	$532K	11,324	+11,324	NEW
433	Advocate Investing Services LLC	$532K	11,310	0	NO CHANGE
434	Southeast Asset Advisors, LLC	$527K	11,218	−12	TRIM
435	Investors Research Corp	$526K	11,190	−700	TRIM
436	Accurate Wealth Management, LLC	$524K	11,282	+95	ADD
437	Capital International Investors	$522K	11,020	−21,666	TRIM
438	Founders Financial Alliance, LLC	$517K	11,007	−3,603	TRIM
439	Brookstone Capital Management	$515K	10,963	+1,541	ADD
440	Sentry LLC	$510K	10,844	−2,076	TRIM
441	SCP Investment, LP	$508K	10,800	+10,800	NEW
442	Pekin Hardy Strauss, Inc.	$503K	10,696	0	NO CHANGE
443	AlTi Global, Inc.	$498K	10,593	−2,194	TRIM
444	Atlas Legacy Advisors, LLC	$497K	10,570	−51	TRIM
445	Keating Financial Advisory Services, Inc.	$495K	10,523	−253	TRIM
446	Asset Advisory Group, Inc.	$493K	10,494	0	NO CHANGE
447	Uniting Wealth Partners, LLC	$493K	10,484	−344	TRIM
448	SHAYNE & JACOBS, LLC	$491K	10,446	0	NO CHANGE
449	SAGE RHINO CAPITAL LLC	$490K	10,434	+232	ADD
450	LEVEL FOUR ADVISORY SERVICES, LLC	$487K	10,356	+1,969	ADD
451	HBK Sorce Advisory LLC	$481K	11,107	+1,510	ADD
452	BancFirst Trust & Investment Management	$480K	10,132	0	NO CHANGE
453	FIDELIS CAPITAL PARTNERS, LLC	$475K	10,108	+1	ADD
454	Wealthspire Advisors, LLC	$474K	10,084	−2,561	TRIM
455	LAZARD ASSET MANAGEMENT LLC	$473K	10,071	−546	TRIM
456	American Trust Investment Advisors, LLC	$472K	10,045	−1,515	TRIM
457	Savvy Advisors, Inc.	$470K	10,011	−229	TRIM
458	KANAWHA CAPITAL MANAGEMENT LLC	$468K	9,962	−469	TRIM
459	Titan Wealth (CI) Ltd	$463K	9,850	−2,150	TRIM
460	Aprio Wealth Management, LLC	$459K	9,764	+295	ADD
461	KEB ASSET MANAGEMENT, LLC	$456K	9,701	+89	ADD
462	FSA Advisors, Inc.	$456K	9,699	+9,699	NEW
463	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$450K	9,568	0	NO CHANGE
464	Qtron Investments LLC	$449K	9,558	+15	ADD
465	LOWE BROCKENBROUGH & CO INC	$447K	9,501	0	NO CHANGE
466	CHICAGO TRUST Co NA	$446K	9,482	−400	TRIM
467	HORIZON KINETICS ASSET MANAGEMENT LLC	$445K	9,466	0	NO CHANGE
468	Sivia Capital Partners, LLC	$439K	9,334	−264	TRIM
469	Soltis Investment Advisors LLC	$435K	9,253	+490	ADD
470	May Hill Capital, LLC	$434K	9,238	−5,818	TRIM
471	PERKINS CAPITAL MANAGEMENT INC	$432K	9,200	0	NO CHANGE
472	Caption Management, LLC	$432K	9,200	−76,291	TRIM
473	EXENCIAL WEALTH ADVISORS, LLC	$432K	9,190	+67	ADD
474	KING LUTHER CAPITAL MANAGEMENT CORP	$431K	9,173	+1,231	ADD
475	OneAscent Financial Services LLC	$429K	9,125	+9,125	NEW
476	Weinberger Asset Management, Inc	$428K	9,102	0	NO CHANGE
477	CHIRON CAPITAL MANAGEMENT, LLC	$427K	9,095	—	NO PRIOR
478	EAGLE ROCK INVESTMENT COMPANY, LLC	$427K	9,080	+374	ADD
479	Game Creek Capital, LP	$423K	9,000	−500	TRIM
480	OneDigital Investment Advisors LLC	$422K	8,988	+332	ADD
481	Iron Gate Global Advisors LLC	$419K	8,909	+8,909	NEW
482	Dorsey & Whitney Trust CO LLC	$416K	8,859	+25	ADD
483	Forvis Mazars Wealth Advisors, LLC	$415K	8,832	+35	ADD
484	Greenline Partners, LLC	$415K	8,823	+8,823	NEW
485	DONALDSON CAPITAL MANAGEMENT, LLC	$413K	8,781	−100	TRIM
486	HOLDERNESS INVESTMENTS CO	$411K	8,738	−147	TRIM
487	TD Waterhouse Canada Inc.	$410K	8,906	+7,322	ADD
488	INTEGRITY ALLIANCE, LLC.	$407K	8,668	−784	TRIM
489	AVALON CAPITAL MANAGEMENT	$407K	8,658	+8,658	NEW
490	Retirement Planning Co of New England, Inc.	$404K	8,600	−9	TRIM
491	Palogic Value Management, L.P.	$402K	8,558	0	NO CHANGE
492	WEALTHSPAN PARTNERS, LLC	$401K	8,539	+43	ADD
493	MANCHESTER FINANCIAL INC	$400K	8,516	+5	ADD
494	PERSONAL CFO SOLUTIONS, LLC	$400K	8,512	−7,981	TRIM
495	Crewe Advisors LLC	$400K	8,507	+18	ADD
496	Net Worth Advisory Group	$398K	8,474	+4	ADD
497	Wedmont Private Capital	$398K	8,665	−146	TRIM
498	WP Advisors, LLC	$396K	8,432	+82	ADD
499	ROBERTS GLORE & CO INC /IL/	$393K	8,352	−2,000	TRIM
500	NLB Skladi, upravljanje premozenja, d.o.o.	$392K	8,350	+1,450	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $14.6M held
Trimming: 3 Bridgewater Associates, Moore Capital Management, Caxton Associates $1.2M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BP PLC

Merged timeline of congressional filings and notable-manager moves on BP
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	ADD	+120,971 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−472,160 sh
2026-05-15	Moore Capital Management 13F	EXIT	−200,000 sh
2026-05-14	Caxton Associates 13F	EXIT	−10,409,750 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed BP — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).