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 |
|---|---|---|---|---|---|
| Hilton Head Capital Partners, LLC | 3,526 | $171.9K | 0.10% | −133−3.6% | Reduced |
| GGM Financials LLC | 3,571 | $174.1K | 0.08% | +120+3.5% | Added |
| Cornerstone Financial Management LLC | 3,597 | $175.4K | 0.16% | +2,047+132.1% | Added |
| WFA of San Diego, LLC | 3,623 | $176.6K | 0.14% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,680 | $179.4K | 0.06% | +122+3.4% | Added |
| Hara Capital LLC | 3,694 | $180.1K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,803 | $185.4K | 0.00% | −2,260−37.3% | Reduced |
| N.E.W. Advisory Services LLC | 3,857 | $188.0K | 0.01% | +64+1.7% | Added |
| Old Second National Bank of Aurora | 3,859 | $188.1K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,887 | $189.5K | 0.47% | −2,239−36.5% | Reduced |
| Hoese & Co LLP | 3,985 | $194.3K | 0.14% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3,991 | $194.6K | 0.01% | −2,096−34.4% | Reduced |
| Strive Financial Group ,LLC | 4,027 | $196.0K | 0.10% | +378+10.4% | Added |
| Tripletail Wealth Management, LLC | 4,013 | $198.2K | 0.27% | −500−11.1% | Reduced |
| Tenzing Financial LLC | 3,762 | $200.7K | 0.15% | −287−7.1% | Reduced |
| Highland Financial Advisors, LLC | 4,127 | $201.2K | 0.05% | +182+4.6% | Added |
| Tidemark, LLC | 4,132 | $201.4K | 0.05% | +182+4.6% | Added |
| Synergy Financial Group, LTD | 4,141 | $201.9K | 0.15% | +4,141 | New |
| Nordwand Advisors, LLC | 4,148 | $202.2K | 0.04% | +405+10.8% | Added |
| Permanens Capital L.P. | 4,149 | $202.3K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,151 | $202.4K | 0.08% | +4,151 | New |
| TSA Wealth Managment LLC | 4,153 | $202.5K | 0.07% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 4,162 | $202.9K | 0.11% | +4+0.1% | Added |
| Sterling Group Wealth Management, LLC | 4,170 | $203.3K | 0.10% | +4,170 | New |
| Navigate Wealth Management, LLC | 3,802 | $203.3K | 0.14% | +3,802 | New |
| Pinnacle Wealth Management Group, Inc. | 4,184 | $204.0K | 0.10% | −1,351−24.4% | Reduced |
| Rock Point Advisors, LLC | 4,193 | $204.4K | 0.06% | +4,193 | New |
| Planning Alternatives Ltd | 4,197 | $204.6K | 0.03% | +117+2.9% | Added |
| Pacific Excel Wealth Advisors, Inc. | 4,196 | $204.6K | 0.22% | +4,196 | New |
| Cfo Capital Management LLC | 4,200 | $204.8K | 0.17% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 4,207 | $205.1K | 0.03% | −8−0.2% | Reduced |
| Kaizen Financial Strategies | 3,834 | $205.2K | 0.09% | −320−7.7% | Reduced |
| West Michigan Advisors, LLC | 4,215 | $205.5K | 0.05% | −5,351−55.9% | Reduced |
| StoryOne LLC | 0 | $205.6K | 0.12% | 0 | Unchanged |
| True Vision MN LLC | 4,218 | $205.6K | 0.11% | +250+6.3% | Added |
| Lifeworks Advisors, LLC | 4,226 | $206.0K | 0.03% | −418−9.0% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,227 | $206.2K | 0.02% | −146−3.3% | Reduced |
| PFG Private Wealth Management, LLC | 4,239 | $206.6K | 0.09% | +4,239 | New |
| Reston Wealth Management LLC | 4,240 | $206.7K | 0.06% | −4−0.1% | Reduced |
| Baring Financial LLC | 4,245 | $207.0K | 0.13% | +4,245 | New |
| De Burlo Group Inc | 4,248 | $207.1K | 0.05% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,252 | $207.3K | 0.10% | +472+12.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,267 | $208.0K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,272 | $208.3K | 0.04% | +8+0.2% | Added |
| Barry Investment Advisors, LLC | 4,273 | $208.3K | 0.05% | −1,274−23.0% | Reduced |
| Blue Rock Wealth Management LLC | 4,275 | $208.4K | 0.13% | +160+3.9% | Added |
| Treasure Coast Financial Planning | 4,284 | $208.8K | 0.11% | +10.0% | Added |
| King Wealth | 4,286 | $209.0K | 0.03% | +3+0.1% | Added |
| Gray Private Wealth, LLC | 4,289 | $209.1K | 0.11% | +4,289 | New |
| Brendel Financial Advisors LLC | 4,291 | $209.2K | 0.10% | −217−4.8% | Reduced |
| Financial Alternatives, Inc | 4,309 | $210.1K | 0.11% | −106−2.4% | Reduced |
| MN Wealth Advisors, LLC | 4,311 | $210.2K | 0.10% | +4,311 | New |
| Readystate Asset Management LP | 4,315 | $210.4K | 0.01% | +4,315 | New |
| Pitcairn Wealth Advisors LLC | 3,832 | $210.8K | 0.02% | +109+2.9% | Added |
| Sightline Wealth Advisors, LLC | 4,332 | $211.2K | 0.09% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,336 | $211.4K | 0.01% | +20.0% | Added |
| Mullaney, Keating & Wright, Inc. | 4,339 | $211.5K | 0.11% | +10.0% | Added |
| Claris Financial LLC | 4,342 | $211.7K | 0.12% | −179−4.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 4,349 | $212.0K | 0.06% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,351 | $212.1K | 0.03% | +581+15.4% | Added |
| Requisite Capital Management, LLC | 4,359 | $212.5K | 0.04% | −1,386−24.1% | Reduced |
| Taylor Financial Group, Inc. | 4,363 | $212.7K | 0.13% | 00.0% | Unchanged |
| Burk Holdings LLC | 4,365 | $212.8K | 0.09% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 4,369 | $213.0K | 0.05% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 4,370 | $213.0K | 0.04% | +364+9.1% | Added |
| Pursuit Wealth Strategies, LLC | 4,376 | $213.3K | 0.30% | +25+0.6% | Added |
| Meriwether Wealth & Planning, LLC | 4,378 | $213.4K | 0.12% | −15,093−77.5% | Reduced |
| Norway Savings Bank | 4,393 | $214.2K | 0.10% | −50−1.1% | Reduced |
| Congress Park Capital LLC | 4,395 | $214.3K | 0.07% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 4,398 | $214.4K | 0.02% | −362−7.6% | Reduced |
| Provenance Wealth Advisors, LLC | 4,398 | $214.4K | 0.02% | −20−0.5% | Reduced |
| Fonville Wealth Management LLC | 4,402 | $214.6K | 0.04% | +4,402 | New |
| Holland Advisory Services, Inc. | 4,407 | $214.9K | 0.29% | +4+0.1% | Added |
| Plotkin Financial Advisors, LLC | 4,410 | $215.0K | 0.11% | +160+3.8% | Added |
| FSA Advisors, Inc. | 4,413 | $215.1K | 0.14% | +4,413 | New |
| Twelve Points Wealth Management LLC | 4,413 | $215.1K | 0.05% | −90−2.0% | Reduced |
| Arrowroot Family Office, LLC | 4,415 | $215.2K | 0.07% | −110−2.4% | Reduced |
| Riverview Capital Advisers, LLC | 4,424 | $215.7K | 0.07% | −162−3.5% | Reduced |
| MontVue Capital Management, Inc. | 4,424 | $215.7K | 0.15% | +4,424 | New |
| Northland Securities, Inc. | 4,425 | $215.7K | 0.21% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 4,431 | $216.0K | 0.03% | +43+1.0% | Added |
| Canal Capital Management, LLC | 4,439 | $216.4K | 0.03% | −284−6.0% | Reduced |
| Convergence Financial, LLC | 4,447 | $217.0K | 0.02% | −474−9.6% | Reduced |
| Eastover Investment Advisors LLC | 4,470 | $217.9K | 0.09% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 4,475 | $218.2K | 0.05% | −74−1.6% | Reduced |
| AMG Asset Management Group, Inc. | 4,490 | $218.9K | 0.17% | +4,490 | New |
| Parkway Wealth Management Group, LLC | 4,158 | $219.2K | 0.03% | +4,158 | New |
| Palladiem, LLC | 4,160 | $219.3K | 0.21% | +6+0.1% | Added |
| JSF Financial, LLC | 4,506 | $219.7K | 0.04% | +834+22.7% | Added |
| Essential Partners LLC | 4,517 | $220.2K | 0.07% | −613−11.9% | Reduced |
| Truepoint, Inc. | 4,517 | $220.2K | 0.00% | +298+7.1% | Added |
| Catalyst Investment Management LLC | 4,090 | $220.5K | 0.24% | −869−17.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 4,523 | $220.5K | 0.04% | −239−5.0% | Reduced |
| Disciplined Investments, LLC | 4,523 | $220.5K | 0.08% | −73−1.6% | Reduced |
| Collar Capital Management, LLC | 4,530 | $220.8K | 0.14% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 4,686 | $221.3K | 0.19% | +8+0.2% | Added |
| Northstar Group, Inc. | 4,554 | $222.0K | 0.03% | −169−3.6% | Reduced |
| Hanson & Doremus Investment Management | 4,563 | $222.0K | 0.03% | −250−5.2% | Reduced |
| Financial Consulate, Inc | 4,560 | $222.3K | 0.03% | +434+10.5% | Added |
| LFA - Lugano Financial Advisors SA | 4,571 | $222.8K | 0.11% | 00.0% | Unchanged |