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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 5,780 | $281.8K | 0.05% | −967−14.3% | Reduced |
| Almanack Investment Partners, LLC. | 5,801 | $282.8K | 0.05% | −363−5.9% | Reduced |
| North Capital, Inc. | 5,816 | $283.5K | 0.24% | −36−0.6% | Reduced |
| Good Harbor Advisors, Inc. | 5,822 | $283.9K | 0.31% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 5,825 | $284.0K | 0.16% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,831 | $284.3K | 0.01% | −1,050−15.3% | Reduced |
| PVG Asset Management Corp | 5,093 | $284.5K | 0.17% | −5,972−54.0% | Reduced |
| Wise Wealth Partners | 5,845 | $284.9K | 0.39% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,859 | $285.6K | 0.04% | +146+2.6% | Added |
| Condor Capital Management | 5,861 | $285.7K | 0.02% | +34+0.6% | Added |
| Core Wealth Partners LLC | 5,871 | $286.2K | 0.13% | −5−0.1% | Reduced |
| Keystone Financial Planning, Inc. | 5,881 | $286.7K | 0.08% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 23,745 | $287.2K | 0.06% | +3,433+16.9% | Added |
| Goldstein Advisors, LLC | 5,895 | $287.4K | 0.03% | +7+0.1% | Added |
| Alliance Wealth Advisors, LLC | 5,899 | $287.6K | 0.06% | −842−12.5% | Reduced |
| Miramar Capital, LLC | 5,904 | $287.8K | 0.06% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 5,914 | $288.3K | 0.14% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 5,917 | $288.5K | 0.07% | −1,797−23.3% | Reduced |
| Motive Wealth Advisors | 5,919 | $288.6K | 0.14% | −17−0.3% | Reduced |
| J.E. Simmons & Co., P.C. | 5,921 | $288.6K | 0.19% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 5,933 | $289.2K | 0.20% | −341−5.4% | Reduced |
| McLaughlin Asset Management, Inc. | 5,944 | $289.8K | 0.28% | −3−0.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 5,944 | $289.8K | 0.17% | +5,944 | New |
| 17 Capital Partners, LLC | 5,955 | $290.3K | 0.15% | −825−12.2% | Reduced |
| Osborne Partners Capital Management, LLC | 5,961 | $290.6K | 0.02% | +272+4.8% | Added |
| Heritage Family Offices, LLP | 5,973 | $291.2K | 0.13% | +5,973 | New |
| Hamilton Point Investment Advisors, LLC | 5,980 | $291.5K | 0.04% | 00.0% | Unchanged |
| January Capital Advisors LLC | 5,986 | $291.8K | 0.39% | +5,986 | New |
| Willner & Heller, LLC | 6,016 | $293.3K | 0.22% | +35+0.6% | Added |
| Sterling Investment Advisors, Ltd. | 6,017 | $293.3K | 0.05% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,019 | $293.4K | 0.04% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 6,022 | $293.6K | 0.08% | +37+0.6% | Added |
| Snowwater Investment Partners, LLC | 6,029 | $293.9K | 0.28% | −609−9.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 5,578 | $294.2K | 0.19% | +200+3.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 6,036 | $294.3K | 0.07% | +272+4.7% | Added |
| Acorn Creek Capital LLC | 6,056 | $295.2K | 0.11% | +86+1.4% | Added |
| Ellsworth Advisors, LLC | 6,058 | $295.3K | 0.06% | +218+3.7% | Added |
| GenTrust, LLC | 6,061 | $295.5K | 0.01% | −6,171−50.4% | Reduced |
| Central Bank & Trust Co | 6,061 | $295.5K | 0.05% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 6,065 | $295.7K | 0.35% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,070 | $295.9K | 0.09% | +852+16.3% | Added |
| Pines Wealth Management, LLC | 6,072 | $296.0K | 0.10% | −1,483−19.6% | Reduced |
| NorthStar Asset Management LLC | 6,076 | $296.2K | 0.14% | −1,220−16.7% | Reduced |
| Lynx Investment Advisory | 6,087 | $296.7K | 0.14% | −151−2.4% | Reduced |
| NFP Retirement, Inc. | 6,098 | $297.3K | 0.02% | −25−0.4% | Reduced |
| Gerald Baker Financial Group LLC | 6,104 | $297.6K | 0.09% | +6,104 | New |
| Custom Index Systems, LLC | 6,108 | $297.8K | 0.13% | +1,517+33.0% | Added |
| Midwest Financial Group LLC | 6,110 | $297.9K | 0.13% | +500+8.9% | Added |
| Carter Financial Group, INC. | 6,113 | $298.0K | 0.18% | −179−2.8% | Reduced |
| Counterpoint Mutual Funds LLC | 6,117 | $298.2K | 0.04% | +6,117 | New |
| Southern Capital Advisors, LLC | 6,119 | $298.3K | 0.14% | +7+0.1% | Added |
| Genesis Private Wealth, LLC | 6,125 | $298.6K | 0.09% | −128−2.0% | Reduced |
| Granite Investment Partners, LLC | 6,125 | $298.6K | 0.02% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 6,136 | $299.1K | 0.26% | −953−13.4% | Reduced |
| First National Bank | 6,137 | $299.2K | 0.15% | −900−12.8% | Reduced |
| Powell Investment Advisors, LLC | 6,138 | $299.2K | 0.10% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 6,147 | $299.7K | 0.25% | −2,475−28.7% | Reduced |
| Vaughan David Investments LLC | 6,163 | $300.0K | 0.01% | −20−0.3% | Reduced |
| Royal Capital Wealth Management, LLC | 6,163 | $300.5K | 0.19% | +7+0.1% | Added |
| Intergy Private Wealth, LLC | 6,170 | $300.8K | 0.09% | +534+9.5% | Added |
| Connecticut Capital Management Group, LLC | 6,173 | $300.9K | 0.28% | −58−0.9% | Reduced |
| Cove Private Wealth, LLC | 6,174 | $301.0K | 0.07% | +45+0.7% | Added |
| Private Wealth Management Group, LLC | 6,179 | $301.2K | 0.08% | +195+3.3% | Added |
| MEMBERS Trust Co | 6,188 | $301.7K | 0.01% | +107+1.8% | Added |
| Luts & Greenleigh Group, Inc | 6,205 | $302.5K | 0.24% | −28−0.4% | Reduced |
| National Philanthropic Trust | 6,213 | $302.9K | 0.00% | −3,474−35.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,226 | $303.5K | 0.05% | +6,226 | New |
| BNC Wealth Management, LLC | 6,231 | $303.8K | 0.08% | −70−1.1% | Reduced |
| Professional Advisory Services Inc | 6,242 | $304.0K | 0.04% | 00.0% | Unchanged |
| Putney Financial Group LLC | 6,240 | $304.2K | 0.31% | −565−8.3% | Reduced |
| Kelly Financial Group LLC | 6,253 | $304.7K | 0.08% | −409−6.1% | Reduced |
| Richmond Investment Services, LLC | 6,253 | $304.9K | 0.05% | +1,833+41.5% | Added |
| Missouri Trust & Investment Co | 6,257 | $305.0K | 0.09% | +132+2.2% | Added |
| Dover Advisors, LLC | 6,259 | $305.1K | 0.13% | −150−2.3% | Reduced |
| Insight Wealth Strategies, LLC | 6,260 | $305.2K | 0.03% | −5−0.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 6,277 | $306.0K | 0.19% | −10−0.2% | Reduced |
| Eurizon SLJ Capital Ltd | 6,278 | $306.1K | 0.15% | −7,236−53.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,280 | $306.1K | 0.10% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 6,280 | $306.1K | 0.18% | +891+16.5% | Added |
| Fortitude Family Office, LLC | 6,280 | $306.1K | 0.07% | −14,704−70.1% | Reduced |
| Moseley Investment Management Inc | 6,284 | $306.3K | 0.10% | +156+2.5% | Added |
| GW Henssler & Associates Ltd | 6,289 | $306.6K | 0.01% | +18+0.3% | Added |
| Madrona Financial Services, LLC | 6,289 | $306.6K | 0.07% | −80−1.3% | Reduced |
| Meridian Wealth Partners, LLC | 6,299 | $307.1K | 0.04% | −346−5.2% | Reduced |
| Bangor Savings Bank | 6,300 | $307.1K | 0.02% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 6,308 | $307.5K | 0.09% | 00.0% | Unchanged |
| Steadtrust LLC | 6,310 | $307.6K | 0.17% | +106+1.7% | Added |
| Meramec Financial Planners, LLC | 5,703 | $307.7K | 0.12% | 00.0% | Unchanged |
| Ariston Services Group | 0 | $307.8K | 0.18% | −7,167−100.0% | Reduced |
| Plan Group Financial, LLC | 6,331 | $308.6K | 0.07% | +324+5.4% | Added |
| Stevens Capital Management LP | 6,340 | $309.0K | 0.05% | +6,340 | New |
| Forefront Wealth Partners, LLC | 6,339 | $309.0K | 0.13% | −3,177−33.4% | Reduced |
| Avid Wealth Partners LLC | 6,350 | $309.6K | 0.15% | +1,054+19.9% | Added |
| Northwest Wealth Management, LLC | 6,353 | $309.7K | 0.05% | −168−2.6% | Reduced |
| Shelton Wealth Management, LLC | 6,379 | $311.0K | 0.14% | +30.0% | Added |
| Abound Wealth Management | 6,382 | $311.1K | 0.07% | +461+7.8% | Added |
| Passive Capital Management, LLC. | 6,383 | $311.2K | 0.09% | +573+9.9% | Added |
| Hyperion Capital Advisors LP | 6,400 | $312.0K | 0.15% | −2,500−28.1% | Reduced |
| Morton Capital Management LLC | 6,408 | $312.4K | 0.05% | −5,018−43.9% | Reduced |
| Lifestyle Asset Management, Inc. | 6,408 | $312.4K | 0.10% | +114+1.8% | Added |