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
- 3,492
- −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
- 1,542 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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 11,710 | $570.9K | 0.04% | −69−0.6% | Reduced |
| Burney Co | 11,723 | $571.5K | 0.02% | −22,092−65.3% | Reduced |
| Myriad Asset Management US LP | 11,739 | $572.0K | 0.86% | +1,344+12.9% | Added |
| Ridgecrest Wealth Partners, LLC | 11,739 | $572.3K | 0.32% | +100+0.9% | Added |
| Cim Investment Mangement Inc | 11,750 | $572.8K | 0.15% | −51−0.4% | Reduced |
| New Covenant Trust Company, N.A. | 11,773 | $573.9K | 0.51% | +1,025+9.5% | Added |
| Morton Brown Family Wealth, LLC | 11,818 | $576.1K | 0.15% | 00.0% | Unchanged |
| Foster Group, Inc. | 11,828 | $576.6K | 0.02% | +670+6.0% | Added |
| Smith, Moore & Co. | 11,830 | $576.7K | 0.04% | −1,243−9.5% | Reduced |
| William B. Walkup & Associates, Inc. | 13,828 | $577.0K | 0.34% | −487−3.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,846 | $577.5K | 0.16% | 00.0% | Unchanged |
| Bank & Trust Co | 11,853 | $577.8K | 0.39% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,863 | $578.3K | 0.13% | −33−0.3% | Reduced |
| Acorn Financial Advisory Services Inc | 11,866 | $578.5K | 0.08% | −274−2.3% | Reduced |
| Farmers Trust Co | 11,878 | $579.1K | 0.09% | −432−3.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,900 | $580.1K | 0.06% | −500−4.0% | Reduced |
| WealthPLAN Partners, LLC | 11,905 | $580.4K | 0.11% | +2,583+27.7% | Added |
| Wellington Grp LLC | 11,918 | $581.0K | 0.18% | +3,864+48.0% | Added |
| Beta Wealth Group, Inc. | 11,928 | $581.5K | 0.24% | +703+6.3% | Added |
| First Bank & Trust | 11,936 | $581.9K | 0.09% | +1,931+19.3% | Added |
| Sovran Advisors, LLC | 10,887 | $582.0K | 0.05% | +960+9.7% | Added |
| New Republic Capital, LLC | 11,939 | $582.0K | 0.20% | −11,352−48.7% | Reduced |
| Main Street Research LLC | 11,943 | $582.2K | 0.03% | +825+7.4% | Added |
| GWN Securities Inc. | 11,946 | $582.4K | 0.11% | +2,172+22.2% | Added |
| McHugh Group, LLC | 11,949 | $582.5K | 0.34% | +359+3.1% | Added |
| RW Investment Management LLC | 11,952 | $582.7K | 0.06% | +11,952 | New |
| Schrum Private Wealth Management LLC | 11,959 | $583.0K | 0.44% | +13+0.1% | Added |
| ABLE Financial Group, LLC | 11,968 | $583.4K | 0.11% | −577−4.6% | Reduced |
| Harvey Investment Co LLC | 11,980 | $584.0K | 0.06% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 12,000 | $585.0K | 0.41% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 12,000 | $585.0K | 0.51% | +250+2.1% | Added |
| Essex Savings Bank | 12,003 | $585.1K | 0.13% | −590−4.7% | Reduced |
| Check Capital Management Inc | 12,032 | $586.6K | 0.04% | −67,705−84.9% | Reduced |
| KWB Wealth | 10,683 | $587.6K | 0.06% | 00.0% | Unchanged |
| Financial Life Planners | 12,062 | $588.0K | 0.45% | +65+0.5% | Added |
| Financial Management Professionals, Inc. | 12,067 | $588.3K | 0.07% | +50.0% | Added |
| Verus Financial Partners, Inc. | 10,995 | $588.3K | 0.05% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 12,101 | $589.9K | 0.29% | −160−1.3% | Reduced |
| Vista Capital Partners, Inc. | 12,124 | $591.0K | 0.06% | +208+1.7% | Added |
| Sawgrass Asset Management LLC | 12,136 | $591.6K | 0.09% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 12,160 | $592.8K | 0.09% | +282+2.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 12,174 | $593.5K | 0.25% | +250+2.1% | Added |
| Arista Wealth Management, LLC | 12,187 | $594.1K | 0.07% | +12,187 | New |
| RD Lewis Holdings, Inc. | 11,272 | $594.1K | 0.51% | −17−0.2% | Reduced |
| Fort Point Capital Partners LLC | 12,200 | $594.7K | 0.08% | +795+7.0% | Added |
| Adirondack Trust Co | 12,204 | $594.9K | 0.20% | −761−5.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 12,212 | $595.0K | 0.37% | +178+1.5% | Added |
| M.E. Allison & Co., Inc. | 12,207 | $595.1K | 0.39% | +30.0% | Added |
| Transamerica Financial Advisors, Inc. | 12,207 | $595.1K | 0.05% | +3,440+39.2% | Added |
| Bond & Devick Financial Network, Inc. | 12,234 | $596.4K | 0.17% | +756+6.6% | Added |
| Montis Financial, LLC | 12,235 | $596.4K | 0.12% | −294−2.3% | Reduced |
| Red Door Wealth Management, LLC | 12,247 | $597.0K | 0.06% | +308+2.6% | Added |
| Gould Asset Management LLC | 12,247 | $597.0K | 0.10% | +398+3.4% | Added |
| Lecap Asset Management Ltd | 12,254 | $597.4K | 0.22% | +12,254 | New |
| Aberdeen Wealth Management LLC | 12,258 | $597.6K | 0.27% | −385−3.0% | Reduced |
| Altus Wealth Group LLC | 12,282 | $598.7K | 0.25% | −30−0.2% | Reduced |
| Intrinsic Value Partners, LLC | 12,287 | $599.0K | 0.46% | −1,140−8.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 12,294 | $599.3K | 0.16% | +841+7.3% | Added |
| Hills Bank & Trust Co | 12,296 | $599.4K | 0.03% | +2,633+27.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12,306 | $599.9K | 0.14% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 12,329 | $601.0K | 0.15% | +1,100+9.8% | Added |
| Stokes Capital Advisors, LLC | 12,337 | $601.4K | 0.13% | +7,179+139.2% | Added |
| Cypress Point Wealth Management, LLC | 12,350 | $602.1K | 0.13% | +7,094+135.0% | Added |
| Canvas Wealth Advisors, LLC | 12,362 | $602.6K | 0.10% | −953−7.2% | Reduced |
| Second Line Capital, LLC | 11,276 | $602.8K | 0.11% | −630−5.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 12,373 | $603.2K | 0.01% | −700−5.4% | Reduced |
| Sheets Smith Wealth Management | 12,401 | $604.5K | 0.07% | −17,265−58.2% | Reduced |
| BlueStem Wealth Partners, LLC | 12,401 | $604.5K | 0.07% | +6,649+115.6% | Added |
| Front Street Capital Management, Inc. | 12,439 | $606.0K | 0.08% | −440−3.4% | Reduced |
| Rise Advisors, LLC | 12,311 | $606.6K | 0.21% | −116−0.9% | Reduced |
| May Hill Capital, LLC | 12,456 | $607.2K | 0.15% | +455+3.8% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 12,469 | $607.9K | 0.45% | +12,469 | New |
| Brookwood Investment Group LLC | 12,481 | $608.4K | 0.08% | +276+2.3% | Added |
| Ellevest, Inc. | 12,484 | $608.6K | 0.08% | +6,337+103.1% | Added |
| Activest Wealth Management | 12,491 | $608.9K | 0.11% | +6,848+121.4% | Added |
| Signature Estate & Investment Advisors LLC | 12,497 | $609.2K | 0.01% | −758−5.7% | Reduced |
| Fire Capital Management LLC | 12,544 | $611.5K | 0.29% | +1,404+12.6% | Added |
| CM Wealth Advisors LLC | 12,548 | $611.7K | 0.13% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 12,573 | $613.0K | 0.15% | +2,542+25.3% | Added |
| Investors Research Corp | 12,577 | $613.1K | 0.12% | −511−3.9% | Reduced |
| Boothbay Fund Management, LLC | 12,591 | $613.8K | 0.01% | −164,808−92.9% | Reduced |
| Lewis Asset Management, LLC | 12,601 | $614.3K | 0.25% | +24+0.2% | Added |
| Harvest Fund Management Co., Ltd | 12,620 | $615.0K | 0.03% | −10,322−45.0% | Reduced |
| Tandem Wealth Advisors LLC | 12,639 | $616.2K | 0.27% | +1,268+11.2% | Added |
| Baron Wealth Management LLC | 12,643 | $616.3K | 0.18% | +250+2.0% | Added |
| Founders Grove Wealth Partners, LLC | 12,652 | $616.8K | 0.14% | −1,948−13.3% | Reduced |
| Wedge Capital Management L L P | 12,681 | $618.2K | 0.01% | +1,461+13.0% | Added |
| Cottage Street Advisors LLC | 12,689 | $618.6K | 0.27% | −5,998−32.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 12,717 | $619.0K | 0.19% | +465+3.8% | Added |
| TCI Wealth Advisors, Inc. | 12,732 | $620.7K | 0.03% | −824−6.1% | Reduced |
| S.A. Mason LLC | 12,741 | $621.1K | 0.23% | −10.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 12,750 | $621.6K | 0.12% | +369+3.0% | Added |
| Proactive Wealth Strategies LLC | 12,757 | $621.9K | 0.12% | +6,415+101.2% | Added |
| Hudock, Inc. | 12,810 | $624.5K | 0.09% | +392+3.2% | Added |
| Mach-1 Financial Group, Inc. | 12,816 | $624.8K | 0.22% | −29,729−69.9% | Reduced |
| Hanover Advisors Inc | 12,817 | $624.8K | 0.25% | −271−2.1% | Reduced |
| Cascades Capital Asset Management, LLC | 12,836 | $625.7K | 0.26% | −4,402−25.5% | Reduced |
| Ergawealth Advisors, Inc. | 12,855 | $626.7K | 0.28% | +55+0.4% | Added |
| Smithbridge Asset Management Inc | 12,862 | $627.0K | 0.09% | −9,162−41.6% | Reduced |
| Range Advisory, LLC | 12,865 | $627.2K | 0.12% | +1,520+13.4% | Added |