Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,619 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q1 2026
Institutional positions in Bank of America Corp as of Mar 31, 2026. 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
- 3,493
- −70 vs. Q4 2025
- Shares held
- 5.34B
- +565.9M (+11.9%) vs. Q4 2025
- Total value
- $259.2B
- −$2.24B (−0.9%) vs. Q4 2025
- New holders
- 191
- 1,371 more added
- Sold out
- 261
- 1,543 more reduced
53 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC 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 | 3,619 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Advisors, LLC | 5 | $261 | 0.00% | +5 | New |
| Arcadia Investment Management Corp | 9 | $439 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 15 | $731 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 16 | $780 | 0.00% | −399−96.1% | Reduced |
| Nvest Wealth Strategies, Inc. | 23 | $1.12K | 0.00% | +23 | New |
| NorthAvenue LLC | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 51 | $2.49K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 51 | $2.50K | 0.00% | −27−34.6% | Reduced |
| Ankerstar Wealth, LLC | 53 | $2.58K | 0.00% | −747−93.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 56 | $2.73K | 0.00% | −232,169−100.0% | Reduced |
| Navigoe, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 62 | $3.02K | 0.00% | +62 | New |
| TopTier Wealth Management, LLC | 63 | $3.07K | 0.00% | +63 | New |
| Benson Wealth Management INC | 69 | $3.36K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 81 | $3.94K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 86 | $4.19K | 0.00% | −200−69.9% | Reduced |
| Lam Group, Inc. | 86 | $4.19K | 0.00% | +86 | New |
| SWAN Capital LLC | 100 | $4.88K | 0.00% | −9−8.3% | Reduced |
| Tower Trust & Investment Co | 100 | $4.88K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 100 | $4.88K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $4.88K | 0.00% | +100 | New |
| Vanguard Advisers Inc | 101 | $4.90K | 0.00% | +101 | New |
| ROSS\JOHNSON & Associates LLC | 108 | $5.26K | 0.09% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 125 | $6.09K | 0.00% | −2,665−95.5% | Reduced |
| IAG Wealth Partners, LLC | 133 | $6.48K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 137 | $6.70K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 145 | $7.07K | 0.00% | −366−71.6% | Reduced |
| Bard Associates Inc | 145 | $7.07K | 0.00% | +145 | New |
| Reyes Financial Architecture, Inc. | 147 | $7.17K | 0.01% | −253−63.2% | Reduced |
| USA Financial Portformulas Corp | 148 | $7.21K | 0.00% | −5,878−97.5% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 150 | $7.31K | 0.03% | +150 | New |
| Midway Capital Research & Management | 150 | $7.31K | 0.01% | +150 | New |
| ESL Trust Services, LLC | 160 | $7.80K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 166 | $8.11K | 0.00% | −122−42.4% | Reduced |
| Luken Investment Analytics, LLC | 170 | $8.29K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 175 | $8.53K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 177 | $8.61K | 0.04% | +1+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 179 | $8.73K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 195 | $9.50K | 0.00% | +1+0.5% | Added |
| Comprehensive Financial Planning, Inc. | 199 | $9.70K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $9.75K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 200 | $9.75K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 215 | $10.5K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 215 | $10.5K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 218 | $10.6K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 220 | $10.7K | 0.01% | +1+0.5% | Added |
| Merkkuri Wealth Advisors LLC | 222 | $10.8K | 0.01% | +222 | New |
| WestEnd Advisors, LLC | 222 | $10.8K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 222 | $10.8K | 0.01% | +222 | New |
| JDM Financial Group LLC | 239 | $11.7K | 0.00% | −135−36.1% | Reduced |
| Merrithew & Thorsten Inc | 265 | $12.0K | 0.01% | +1+0.4% | Added |
| Robbins Farley LLC | 250 | $12.2K | 0.01% | −150−37.5% | Reduced |
| Marshall Investment Management, LLC | 270 | $13.2K | 0.01% | +270 | New |
| McCarthy Grittinger Financial Group, LLC | 270 | $13.2K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 272 | $13.3K | 0.01% | +23+9.2% | Added |
| Park Square Financial Group, LLC | 275 | $13.4K | 0.10% | −423−60.6% | Reduced |
| PayPay Securities Corp | 266 | $14.2K | 0.49% | +41+18.2% | Added |
| Westchester Capital Management, Inc. | 300 | $14.6K | 0.00% | +300 | New |
| Lloyd Advisory Services, LLC. | 302 | $14.7K | 0.00% | +90+42.5% | Added |
| Kingdom Financial Group LLC. | 302 | $14.7K | 0.00% | +208+221.3% | Added |
| Principia Wealth Advisory, LLC | 312 | $15.2K | 0.01% | −30−8.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 315 | $15.4K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 317 | $15.5K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 318 | $15.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 327 | $16.0K | 0.00% | +2+0.6% | Added |
| Coston, McIsaac & Partners | 348 | $16.0K | 0.00% | −314−47.4% | Reduced |
| Transce3nd, LLC | 330 | $16.1K | 0.14% | −18−5.2% | Reduced |
| Maseco LLP | 337 | $16.4K | 0.00% | +337 | New |
| Clayton Financial Group LLC | 344 | $16.8K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 350 | $17.1K | 0.01% | −238−40.5% | Reduced |
| Stephenson National Bank & Trust | 363 | $17.7K | 0.01% | −185−33.8% | Reduced |
| Horizon Financial Services, LLC | 404 | $19.7K | 0.01% | +185+84.5% | Added |
| New England Capital Financial Advisors LLC | 428 | $20.8K | 0.01% | +2+0.5% | Added |
| Strategic Wealth Advisors LLC | 449 | $21.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 437 | $21.3K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 438 | $21.4K | 0.01% | −35−7.4% | Reduced |
| Turim 21 Investimentos Ltda. | 447 | $21.8K | 0.01% | +447 | New |
| Global Wealth Strategies & Associates | 455 | $22.2K | 0.01% | +55+13.8% | Added |
| Walsh & Associates, LLC | 458 | $22.3K | 0.02% | +8+1.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 460 | $22.4K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 468 | $22.8K | 0.01% | +163+53.4% | Added |
| Clarity Asset Management, Inc. | 478 | $23.3K | 0.01% | +3+0.6% | Added |
| Beutel, Goodman & Co Ltd. | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 493 | $24.0K | 0.01% | +493 | New |
| West Financial Advisors, LLC | 497 | $24.2K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 502 | $24.5K | 0.12% | +3+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 518 | $25.2K | 0.01% | +151+41.1% | Added |
| Wiser Advisor Group LLC | 519 | $25.3K | 0.03% | −755−59.3% | Reduced |
| Torren Management, LLC | 521 | $25.4K | 0.01% | −5,001−90.6% | Reduced |
| Quaker Wealth Management, LLC | 526 | $25.6K | 0.01% | −113−17.7% | Reduced |
| Bernard Wealth Management Corp. | 538 | $26.2K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 547 | $26.7K | 0.03% | +547 | New |
| Atomic Invest LLC | 566 | $26.8K | 0.01% | −132−18.9% | Reduced |
| Kennebec Savings Bank | 550 | $26.8K | 0.02% | 00.0% | Unchanged |
| Gs Investments, Inc. | 552 | $26.9K | 0.02% | +42+8.2% | Added |
| CrossGen Wealth, LLC | 553 | $27.0K | 0.02% | +3+0.5% | Added |
| Graney & King, LLC | 567 | $27.6K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 585 | $28.5K | 0.02% | +1+0.2% | Added |