Who holds BPticker 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 ↗

891

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$13.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

438

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed BP — the congressional view ↗