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 |
|---|---|---|---|---|---|
| Capital Advantage, Inc. | 6,422 | $313.1K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,433 | $313.6K | 0.05% | −42−0.6% | Reduced |
| ELCO Management Co., LLC | 6,448 | $314.3K | 0.15% | −279−4.1% | Reduced |
| NCP Inc. | 6,451 | $314.5K | 0.52% | −29,616−82.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,465 | $315.0K | 0.21% | +840+14.9% | Added |
| Citrine Capital LLC | 6,466 | $315.2K | 0.14% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 6,474 | $315.6K | 0.06% | +92+1.4% | Added |
| Hamilton Wealth, LLC | 6,475 | $315.7K | 0.06% | +6,475 | New |
| Integrity Wealth Solutions LLC | 6,483 | $316.0K | 0.12% | +26+0.4% | Added |
| Widmann Financial Services, Inc. | 6,506 | $317.2K | 0.19% | +28+0.4% | Added |
| Oxinas Partners Wealth Management LLC | 6,509 | $317.3K | 0.14% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 6,511 | $317.4K | 0.16% | +2,748+73.0% | Added |
| Integrity Advisory Solutions, LLC | 6,520 | $317.9K | 0.04% | +6,520 | New |
| TriaGen Wealth Management LLC | 6,523 | $318.0K | 0.09% | −61−0.9% | Reduced |
| Clay Northam Wealth Management, LLC | 6,532 | $318.4K | 0.18% | +15+0.2% | Added |
| Mill Creek Capital Advisors, LLC | 6,549 | $319.3K | 0.01% | −517−7.3% | Reduced |
| GW&K Investment Management, LLC | 6,567 | $320.0K | 0.00% | −379−5.5% | Reduced |
| Fourth Dimension Wealth, LLC | 6,572 | $320.4K | 0.12% | +2,295+53.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,573 | $320.4K | 0.07% | +21+0.3% | Added |
| Legacy Edge Advisors, LLC | 6,583 | $320.9K | 0.03% | −248−3.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 6,106 | $321.3K | 0.05% | +8+0.1% | Added |
| Blodgett Wealth Advisors, LLC | 6,614 | $322.4K | 0.26% | +5+0.1% | Added |
| REAP Financial Group, LLC | 6,621 | $322.8K | 0.06% | +629+10.5% | Added |
| Northcape Wealth Management, LLC | 6,625 | $323.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 6,637 | $323.6K | 0.32% | +125+1.9% | Added |
| WealthPoint Financial, LLC | 6,645 | $323.9K | 0.27% | −465−6.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,667 | $325.0K | 0.13% | +717+12.1% | Added |
| Cpwa, LLC | 6,430 | $325.0K | 0.39% | +6,430 | New |
| St Germain D J Co Inc | 6,685 | $325.9K | 0.01% | −746−10.0% | Reduced |
| Centric Wealth Management | 6,245 | $325.9K | 0.07% | −557−8.2% | Reduced |
| My Personal CFO, LLC | 6,686 | $325.9K | 0.14% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 6,688 | $326.0K | 0.03% | +240+3.7% | Added |
| Ring Mountain Capital, LLC | 6,700 | $327.0K | 0.18% | −475−6.6% | Reduced |
| Hunter Associates Investment Management LLC | 6,695 | $327.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 6,710 | $327.1K | 0.04% | −273−3.9% | Reduced |
| Ameliora Wealth Management Ltd. | 6,717 | $327.5K | 0.10% | −1,300−16.2% | Reduced |
| Correct Capital Wealth Management | 6,736 | $328.4K | 0.06% | −40−0.6% | Reduced |
| Lexington Hill Partners, LLC | 6,751 | $329.1K | 0.19% | +2,127+46.0% | Added |
| Wingate Wealth Advisors, Inc. | 6,753 | $329.2K | 0.18% | −190−2.7% | Reduced |
| Alpha Financial Advisors, LLC | 6,776 | $330.3K | 0.10% | +11+0.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,779 | $330.5K | 0.21% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,783 | $330.7K | 0.12% | +26+0.4% | Added |
| Tulsa Wealth Advisors, INC | 6,801 | $331.6K | 0.06% | −2,776−29.0% | Reduced |
| POM Investment Strategies, LLC | 6,821 | $332.5K | 0.41% | +5,693+504.7% | Added |
| Coquina Private Wealth LLC | 6,830 | $333.0K | 0.27% | −394−5.5% | Reduced |
| Bull Street Advisors, LLC | 6,837 | $333.0K | 0.16% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 6,834 | $333.2K | 0.03% | −108−1.6% | Reduced |
| Sivia Capital Partners, LLC | 6,850 | $333.9K | 0.06% | −22,916−77.0% | Reduced |
| Veracity Capital LLC | 6,851 | $334.0K | 0.12% | −1,076−13.6% | Reduced |
| Invested Advisors | 6,856 | $334.2K | 0.34% | −65−0.9% | Reduced |
| Heartwood Wealth Advisors LLC | 6,894 | $336.1K | 0.03% | +150+2.2% | Added |
| SC&H Financial Advisors, Inc. | 6,895 | $336.2K | 0.05% | −454−6.2% | Reduced |
| Sentry LLC | 6,900 | $336.4K | 0.11% | −331−4.6% | Reduced |
| Byrne Financial Freedom, LLC | 6,903 | $336.5K | 0.16% | −108−1.5% | Reduced |
| Mendel Money Management | 6,915 | $337.1K | 0.14% | −12,220−63.9% | Reduced |
| Fairfield, Bush & Co. | 6,920 | $337.4K | 0.19% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,926 | $337.6K | 0.36% | −222−3.1% | Reduced |
| Scientech Research LLC | 6,927 | $337.7K | 0.28% | −306−4.2% | Reduced |
| Charter Oak Capital Management, LLC | 6,937 | $338.2K | 0.03% | −265−3.7% | Reduced |
| Polaris Investment Advisors, LLC | 6,946 | $338.6K | 0.25% | −833−10.7% | Reduced |
| Lincoln Capital LLC | 6,961 | $338.9K | 0.06% | 00.0% | Unchanged |
| Atala Financial Inc | 6,903 | $339.0K | 0.23% | +125+1.8% | Added |
| Tobam | 6,959 | $339.0K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6,961 | $339.3K | 0.19% | +81+1.2% | Added |
| BridgePort Financial Solutions, LLC | 6,962 | $339.4K | 0.10% | −79−1.1% | Reduced |
| Peak Wealth Management LLC | 6,963 | $339.5K | 0.28% | +40+0.6% | Added |
| FMB Wealth Management | 6,971 | $339.8K | 0.14% | −1,723−19.8% | Reduced |
| Sunbeam Capital Management, LLC | 6,972 | $339.9K | 0.19% | −164−2.3% | Reduced |
| Intesa Sanpaolo Wealth Management | 6,977 | $340.1K | 0.08% | +3,236+86.5% | Added |
| AdviceOne Advisory Services, LLC | 6,984 | $340.5K | 0.21% | −50−0.7% | Reduced |
| Investment Partners, Ltd. | 6,993 | $340.9K | 0.12% | −493−6.6% | Reduced |
| Pennsylvania Capital Management Inc | 7,022 | $342.3K | 0.10% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 7,025 | $342.5K | 0.10% | +672+10.6% | Added |
| Alta Wealth Advisors LLC | 7,040 | $343.2K | 0.11% | +857+13.9% | Added |
| Novak & Powell Financial Services, Inc. | 7,041 | $343.3K | 0.18% | +30.0% | Added |
| Signet Private Wealth LLC | 7,041 | $343.3K | 0.33% | +1,466+26.3% | Added |
| Stronghold Wealth Management L.L.C. | 7,059 | $344.1K | 0.52% | +70+1.0% | Added |
| Community Trust & Investment Co | 7,059 | $344.1K | 0.02% | −850−10.7% | Reduced |
| Optivise Advisory Services LLC | 7,073 | $344.8K | 0.21% | −751−9.6% | Reduced |
| Financial Advisors Network, Inc. | 7,088 | $345.6K | 0.05% | −550−7.2% | Reduced |
| First American Trust, FSB | 7,090 | $345.6K | 0.02% | +835+13.3% | Added |
| Sonata Capital Group Inc | 7,100 | $346.1K | 0.13% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 7,107 | $346.5K | 0.12% | +100+1.4% | Added |
| Kondo Wealth Advisors, Inc. | 7,128 | $347.5K | 0.13% | +1,519+27.1% | Added |
| Fairview Capital Investment Management, LLC | 7,132 | $347.7K | 0.02% | +295+4.3% | Added |
| Payne Capital Management, LLC | 7,135 | $347.8K | 0.11% | −290−3.9% | Reduced |
| Scott Capital Advisors, LLC | 6,624 | $348.0K | 0.07% | +30.0% | Added |
| Sage Mountain Advisors LLC | 7,141 | $348.1K | 0.02% | −148,334−95.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 7,152 | $348.7K | 0.06% | +16+0.2% | Added |
| W Advisors, LLC | 7,153 | $348.7K | 0.18% | +159+2.3% | Added |
| BHK Investment Advisors, LLC | 7,156 | $348.9K | 0.12% | −1,500−17.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 7,159 | $349.0K | 0.13% | −5,146−41.8% | Reduced |
| BBR Partners, LLC | 7,164 | $349.3K | 0.02% | +10.0% | Added |
| Paladin Advisory Group, LLC | 7,171 | $349.6K | 0.27% | −591−7.6% | Reduced |
| Rossby Financial, LCC | 7,121 | $350.9K | 0.07% | +1,071+17.7% | Added |
| Arlington Trust Co LLC | 7,213 | $351.6K | 0.03% | +1,482+25.9% | Added |
| Financial Perspectives, Inc | 7,216 | $351.8K | 0.10% | −21−0.3% | Reduced |
| Tempo Wealth, LLC | 7,216 | $351.8K | 0.06% | +2,088+40.7% | Added |
| Mirabella Financial Services LLP | 7,219 | $351.9K | 0.03% | +7,219 | New |
| Miller Capital Partners, Inc. | 7,220 | $352.0K | 0.17% | 00.0% | Unchanged |