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BP p.l.c. (NYSE: BP) is a global energy company that explores for and produces oil and natural gas while also refining fuels, operating retail stations, and investing in renewable power. Shares recently traded around $5.74 per share, giving the company a market value of about $88.7 billion.
Once defined by its traditional oil and gas operations, BP is now positioning itself at the center of the global energy transition. The company continues to generate large cash flows from fossil fuels but is also investing heavily in renewables, hydrogen, and low-carbon projects in an effort to reshape its future.
Looking at who owns BP and recent insider trades helps show how the biggest investors are approaching it today.
Who Are BP’s Top Shareholders?
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BP explores for and produces oil and natural gas, refines fuels, operates retail stations, and is expanding into renewables and low-carbon energy. Its shareholder base is led by global index funds, with a few active managers making noticeable moves:
- The Vanguard Group: 792.6M shares (5.0%), ~$4.55B. Added 15.3M (+2.0%).
- Norges Bank: 543.7M shares (3.4%), ~$3.12B. Cut 22.1M (-3.9%).
- BlackRock Institutional Trust: 487.3M shares (3.1%), ~$2.80B. Added 881K (+0.2%).
- BlackRock Advisors (UK) Ltd.: 185.6M shares (1.2%), ~$1.07B. Boosted 7.0M (+3.9%).
- Legal & General Investment Management: 156.5M shares (1.0%), ~$899M. Cut 5.8M (-3.6%).
- Causeway Capital: 135.2M shares (0.9%), ~$776M. Increased 13.9M (+11.4%).
Hedge fund highlights:
- Squarepoint Ops lifted its BP stake by 383%, now holding about 359K shares worth $10.7M.
- Paul Tudor Jones’ Tudor Investment boosted its position by 278% to roughly 367K shares worth $11M.
- Anand Parekh’s Alyeska Investment Group raised its holdings by 261% to about 1.05M shares valued at $31.3M.
- Israel Englander’s Millennium Management expanded its stake by 202%, now owning nearly 2M shares worth $58.2M.
Vanguard and BlackRock provide a steady base of index-linked ownership. Causeway and several hedge funds are building conviction with aggressive increases, while Norges Bank trimmed back, showing not all institutions share the same outlook.
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BP’s Recent Insider Trades
Insider trades can offer a window into how confident executives and directors feel about the company’s prospects. For BP, recent filings show mostly small transactions.
These may not shift the overall ownership picture much, but they still provide context on how leadership is handling personal exposure while the company navigates both fossil fuel cash flows and renewable investments.
Here are some recent insider trades:
- Murray Auchincloss (CFO): Received shares through stock compensation.
- Kate Thomson (CFO): Received shares through stock compensation
- Hina Nagarajan (Director): Likely purchased 5,000 shares at $4.63 on May 1 in the open market.
Insider trades appear supportive but limited, with purchases too small to send a strong signal. Auchincloss’ large May transactions may have been more about adjustments than clear conviction.
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What the Ownership & Insider Trade Data Tell Us
BP’s shareholder base is led by the big passive funds like Vanguard and BlackRock, keeping the stock closely tied to global index flows. Among active managers, Causeway Capital’s sizable increase points to rising confidence in BP’s value and yield appeal, while Norges Bank’s cut shows a more cautious stance. Hedge funds such as Millennium and Alyeska also boosted their positions, adding a layer of speculative interest.
Insider activity looks limited, with only modest purchases and one larger offsetting transaction from the CFO. That may suggest leadership is supportive at current prices but not signaling strong conviction.
For investors, the picture is mixed. BP remains well-supported as an income stock, offering a 5.8% yield, but weak profitability metrics and a stretched payout ratio make growth less certain. With institutions divided and insiders only lightly buying, many may view BP as a stable dividend play rather than a high-conviction growth story.
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