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; 3,620 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 | 3,620 | $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 |
|---|---|---|---|---|---|
| Topsail Wealth Management, LLC | 8,079 | $393.9K | 0.06% | +1,133+16.3% | Added |
| Arbor Investment Advisors, LLC | 8,085 | $394.2K | 0.05% | −136−1.7% | Reduced |
| Norris Perne & French LLP | 8,086 | $394.2K | 0.02% | +2,571+46.6% | Added |
| BOK Financial Private Wealth, Inc. | 8,092 | $394.5K | 0.02% | +6,605+444.2% | Added |
| Alpha Financial Partners, LLC | 8,095 | $394.6K | 0.23% | −437−5.1% | Reduced |
| CCG Wealth Management, LLC | 8,099 | $394.8K | 0.11% | +3,422+73.2% | Added |
| Fiduciary Planning LLC | 8,136 | $396.6K | 0.12% | +10.0% | Added |
| SJS Investment Consulting Inc. | 8,140 | $396.8K | 0.05% | +487+6.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 8,144 | $397.0K | 0.10% | −8,830−52.0% | Reduced |
| RKL Wealth Management LLC | 8,152 | $397.4K | 0.04% | −189−2.3% | Reduced |
| JM2 Capital Inc. | 8,154 | $397.5K | 0.33% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8,164 | $398.0K | 0.06% | −91−1.1% | Reduced |
| Cypress Wealth Services, LLC | 8,168 | $398.2K | 0.06% | −3,337−29.0% | Reduced |
| Keudell/Morrison Wealth Management | 8,172 | $398.4K | 0.08% | −445−5.2% | Reduced |
| Quarry LP | 8,174 | $398.5K | 0.08% | +6,062+287.0% | Added |
| Flaharty Asset Management, LLC | 8,185 | $399.0K | 0.05% | +16+0.2% | Added |
| Money Concepts Capital Corp | 8,199 | $399.7K | 0.02% | +3,235+65.2% | Added |
| Cherrydale Wealth Management, LLC | 8,228 | $401.1K | 0.12% | −1,268−13.4% | Reduced |
| London Co of Virginia | 8,233 | $401.4K | 0.00% | 00.0% | Unchanged |
| Concentrum Wealth Management | 8,240 | $401.7K | 0.12% | +8,240 | New |
| Ariadne Wealth Management, LP | 8,254 | $402.4K | 0.18% | −1,371−14.2% | Reduced |
| Crown Wealth Group, LLC | 8,256 | $402.5K | 0.12% | +475+6.1% | Added |
| Francis Financial, Inc. | 8,279 | $403.6K | 0.07% | −5−0.1% | Reduced |
| Amplius Wealth Advisors, LLC | 8,299 | $404.6K | 0.03% | +140+1.7% | Added |
| Wealthcare Capital Partners, LLC | 8,302 | $404.7K | 0.19% | +110+1.3% | Added |
| Lavelle Capital LP | 8,307 | $405.0K | 0.25% | +46+0.6% | Added |
| SOA Wealth Advisors, LLC. | 8,313 | $405.3K | 0.08% | −312−3.6% | Reduced |
| HC Advisors, LLC | 8,317 | $405.5K | 0.27% | +345+4.3% | Added |
| Sequent Planning LLC | 8,333 | $406.2K | 0.10% | +101+1.2% | Added |
| Prostatis Group LLC | 8,335 | $406.3K | 0.10% | +700+9.2% | Added |
| Nadler Financial Group, Inc. | 8,345 | $406.8K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 8,344 | $406.9K | 0.10% | −133−1.6% | Reduced |
| NFC Investments, LLC | 8,347 | $407.0K | 0.11% | +8,347 | New |
| Breakthru Advisory Services, LLC | 8,361 | $407.6K | 0.65% | −505−5.7% | Reduced |
| Weaver Consulting Group | 8,361 | $407.6K | 0.10% | +21+0.3% | Added |
| SGL Investment Advisors, Inc. | 8,109 | $409.9K | 0.15% | −729−8.2% | Reduced |
| Allen Wealth Management, LLC | 8,420 | $410.5K | 0.21% | −303−3.5% | Reduced |
| Atlas Legacy Advisors, LLC | 8,421 | $411.1K | 0.08% | −1,805−17.7% | Reduced |
| Regatta Capital Group, LLC | 8,434 | $411.1K | 0.06% | −4,381−34.2% | Reduced |
| Cache Advisors, LLC | 8,436 | $411.3K | 0.05% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 8,447 | $411.8K | 0.19% | +23+0.3% | Added |
| Hobart Private Capital, LLC | 8,449 | $411.9K | 0.08% | +261+3.2% | Added |
| Picton Mahoney Asset Management | 8,458 | $412.3K | 0.00% | −731,681−98.9% | Reduced |
| City National Bank of Florida | 8,495 | $414.1K | 0.25% | +8,495 | New |
| Asset Advisory Group, Inc. | 8,496 | $414.2K | 0.21% | +10.0% | Added |
| MQS Management LLC | 8,496 | $414.2K | 0.28% | +777+10.1% | Added |
| BlackDiamond Wealth Management Inc. | 8,497 | $414.2K | 0.20% | −663−7.2% | Reduced |
| Charles Schwab Trust Co | 8,518 | $415.3K | 0.03% | −130−1.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 7,904 | $415.3K | 0.04% | −1,631−17.1% | Reduced |
| Summit Wealth Group LLC | 8,559 | $417.3K | 0.04% | +2,594+43.5% | Added |
| Sar Wealth Management Group, LLC | 8,562 | $417.4K | 0.23% | −163−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 8,566 | $417.6K | 0.13% | −2,033−19.2% | Reduced |
| DDFG, Inc | 8,571 | $417.8K | 0.09% | +11+0.1% | Added |
| First Heartland Consultants, Inc. | 8,573 | $417.9K | 0.03% | −5,890−40.7% | Reduced |
| Franklin Street Advisors Inc | 8,573 | $417.9K | 0.03% | −452−5.0% | Reduced |
| Oxbow Advisors, LLC | 8,578 | $418.2K | 0.04% | −1,793−17.3% | Reduced |
| HBW Advisory Services LLC | 8,582 | $418.4K | 0.04% | −293−3.3% | Reduced |
| Raleigh Capital Management Inc. | 8,586 | $418.6K | 0.14% | +172+2.0% | Added |
| Alhambra Investment Partners LLC | 8,594 | $419.0K | 0.19% | +45+0.5% | Added |
| Twin Focus Capital Partners, LLC | 8,600 | $419.3K | 0.05% | −2,783−24.4% | Reduced |
| Financial Security Advisor, Inc. | 8,604 | $419.5K | 0.08% | −511−5.6% | Reduced |
| Rydar Equities, Inc. | 8,625 | $420.5K | 0.33% | +46+0.5% | Added |
| Sawyer & Company, Inc | 8,626 | $420.5K | 0.16% | −379−4.2% | Reduced |
| Nvest Financial, LLC | 8,634 | $420.9K | 0.16% | +50+0.6% | Added |
| Ak Global Asset Management, LLC | 8,633 | $421.0K | 0.40% | −6,250−42.0% | Reduced |
| Successful Portfolios LLC | 8,762 | $421.3K | 0.23% | −86−1.0% | Reduced |
| Crumly & Associates Inc. | 8,645 | $421.4K | 0.09% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,646 | $421.5K | 0.25% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 8,651 | $421.8K | 0.15% | −874−9.2% | Reduced |
| Cornerstone Wealth, LLC | 8,012 | $421.9K | 0.24% | +8,012 | New |
| First Affirmative Financial Network | 8,657 | $422.0K | 0.16% | +8,657 | New |
| Ritter Daniher Financial Advisory LLC | 8,661 | $422.2K | 0.07% | −136−1.5% | Reduced |
| Oak Harvest Investment Services | 8,677 | $423.0K | 0.04% | +250+3.0% | Added |
| Traveka Wealth, LLC | 8,683 | $423.3K | 0.16% | +14+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 8,686 | $423.4K | 0.06% | −181−2.0% | Reduced |
| Vicus Capital | 8,688 | $423.6K | 0.03% | −134−1.5% | Reduced |
| Hengehold Capital Management LLC | 8,690 | $423.6K | 0.04% | −23−0.3% | Reduced |
| Fogel Capital Management, Inc. | 8,706 | $424.4K | 0.19% | +42+0.5% | Added |
| Sendero Wealth Management, LLC | 8,720 | $425.1K | 0.05% | −297−3.3% | Reduced |
| Legacy Wealth Advisors, LLC | 8,732 | $425.7K | 0.22% | +4,411+102.1% | Added |
| Walkner Condon Financial Advisors LLC | 8,735 | $425.8K | 0.06% | +96+1.1% | Added |
| Sanders Morris Harris LLC | 8,756 | $426.9K | 0.07% | +8,756 | New |
| GSB Wealth Management, LLC | 8,761 | $427.1K | 0.10% | −288−3.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,780 | $428.0K | 0.02% | −651−6.9% | Reduced |
| New England Professional Planning Group Inc. | 8,801 | $429.1K | 0.18% | −338−3.7% | Reduced |
| Bruce G. Allen Investments, LLC | 8,805 | $429.3K | 0.28% | −1,040−10.6% | Reduced |
| Burns J W & Co Inc | 8,817 | $429.8K | 0.05% | −357−3.9% | Reduced |
| Alpha Family Trust | 8,860 | $431.9K | 0.21% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 8,875 | $432.7K | 0.22% | 00.0% | Unchanged |
| CLG LLC | 8,884 | $433.1K | 0.11% | +9+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 8,914 | $434.5K | 0.07% | +20.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 8,924 | $435.1K | 0.18% | −100−1.1% | Reduced |
| Consilio Wealth Advisors, LLC | 8,935 | $435.6K | 0.13% | −457−4.9% | Reduced |
| LeConte Wealth Management, LLC | 8,945 | $436.1K | 0.28% | −207−2.3% | Reduced |
| Private Capital Management, LLC | 8,954 | $436.5K | 0.04% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,956 | $436.6K | 0.19% | −190−2.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 8,965 | $437.1K | 0.05% | +17+0.2% | Added |
| Ballast, Inc. | 8,981 | $437.8K | 0.10% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 9,288 | $438.7K | 0.08% | +9,288 | New |
| Elevation Wealth Management LLC | 9,013 | $439.4K | 0.40% | −1,115−11.0% | Reduced |