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 |
|---|---|---|---|---|---|
| Kraematon Investment Advisors, Inc | 7,222 | $352.1K | 0.29% | +35+0.5% | Added |
| Sentinel Pension Advisors Inc | 7,227 | $352.3K | 0.05% | −21−0.3% | Reduced |
| Blalock Williams, LLC | 7,230 | $352.5K | 0.27% | −1,238−14.6% | Reduced |
| Lodestar Private Asset Management LLC | 7,242 | $353.0K | 0.03% | +16+0.2% | Added |
| Hoxton Planning & Management, LLC | 7,252 | $353.6K | 0.11% | −67−0.9% | Reduced |
| Security National Bank | 7,254 | $353.6K | 0.05% | +1,276+21.3% | Added |
| Strategy Asset Managers LLC | 7,267 | $354.3K | 0.06% | −31−0.4% | Reduced |
| Elgethun Capital Management | 7,268 | $354.3K | 0.06% | +606+9.1% | Added |
| Everstar Asset Management, LLC | 7,268 | $354.3K | 0.19% | −417−5.4% | Reduced |
| Sandy Cove Advisors, LLC | 7,272 | $354.5K | 0.11% | +411+6.0% | Added |
| TSFG, LLC | 7,280 | $355.0K | 0.05% | +4+0.1% | Added |
| Koss-Olinger Consulting, LLC | 7,294 | $355.6K | 0.03% | −3,156−30.2% | Reduced |
| Hirtle Callaghan & Co LLC | 7,299 | $355.8K | 0.01% | −1,190−14.0% | Reduced |
| Van Diest Capital, LLC | 7,300 | $355.9K | 0.28% | +2,910+66.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,301 | $355.9K | 0.16% | 00.0% | Unchanged |
| Novem Group | 7,318 | $356.8K | 0.04% | −2,458−25.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,324 | $357.0K | 0.03% | +1,569+27.3% | Added |
| Evolution Wealth Management Inc. | 7,342 | $357.9K | 0.26% | +812+12.4% | Added |
| Cora Capital Advisors LLC | 7,346 | $358.1K | 0.12% | −296−3.9% | Reduced |
| Hummer Financial Advisory Services Inc | 7,347 | $358.2K | 0.25% | +75+1.0% | Added |
| Middleton & Co Inc | 7,349 | $358.3K | 0.04% | +575+8.5% | Added |
| Asset One Wealth Management LLC | 6,699 | $358.3K | 0.04% | +694+11.6% | Added |
| Frederick Financial Consultants, LLC | 7,353 | $358.5K | 0.18% | −523−6.6% | Reduced |
| Fairscale Capital, LLC | 7,369 | $359.2K | 0.25% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,372 | $359.4K | 0.02% | +49+0.7% | Added |
| BCS Wealth Management | 7,374 | $359.5K | 0.07% | −9,078−55.2% | Reduced |
| Consolidated Planning Corp | 7,381 | $359.8K | 0.06% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 7,381 | $359.8K | 0.13% | 00.0% | Unchanged |
| Addison Capital Co | 7,421 | $361.8K | 0.06% | +2,352+46.4% | Added |
| Pathfinder Wealth Consulting, Inc. | 7,423 | $361.8K | 0.23% | −884−10.6% | Reduced |
| Strategic Planning Group, LLC | 7,434 | $362.4K | 0.05% | −106,998−93.5% | Reduced |
| Avenue 1 Advisors, LLC | 7,434 | $362.4K | 0.11% | +5+0.1% | Added |
| Index Fund Advisors, Inc. | 7,452 | $363.3K | 0.02% | +577+8.4% | Added |
| Nolet Wealth Management, LLC | 7,467 | $364.0K | 0.21% | −95−1.3% | Reduced |
| waypoint wealth counsel | 7,480 | $364.7K | 0.19% | −2,122−22.1% | Reduced |
| Invenio Wealth Partners LLC | 7,482 | $364.7K | 0.14% | +903+13.7% | Added |
| Royal Fund Management, LLC | 7,500 | $365.7K | 0.04% | −1,901−20.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 7,507 | $366.0K | 0.15% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 7,500 | $366.0K | 0.01% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 7,511 | $366.2K | 0.05% | −8−0.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 7,516 | $366.4K | 0.04% | +298+4.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 7,522 | $366.7K | 0.03% | −41,034−84.5% | Reduced |
| Campbell Deegan Wealth Management, LLC | 7,534 | $367.3K | 0.30% | +218+3.0% | Added |
| Beacon Capital Management, LLC | 7,542 | $367.7K | 0.06% | +407+5.7% | Added |
| Capital Advisors, Ltd. LLC | 7,558 | $368.0K | 0.04% | −22−0.3% | Reduced |
| Pennington Partners & Co., LLC | 7,576 | $369.3K | 0.13% | +308+4.2% | Added |
| Pflug Koory, LLC | 7,580 | $369.5K | 0.17% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7,586 | $369.8K | 0.19% | +4+0.1% | Added |
| Sachetta, LLC | 7,589 | $370.0K | 0.20% | +1,231+19.4% | Added |
| Argos Wealth Advisors, LLC | 7,594 | $370.2K | 0.11% | +192+2.6% | Added |
| Pinnacle Family Advisors, LLC | 7,605 | $370.8K | 0.17% | +234+3.2% | Added |
| Arcus Capital Partners, LLC | 7,607 | $370.8K | 0.13% | −1,214−13.8% | Reduced |
| DF Dent & Co Inc | 7,613 | $371.1K | 0.01% | −9,132−54.5% | Reduced |
| CFM Wealth Partners LLC | 7,628 | $371.9K | 0.06% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 7,631 | $372.0K | 0.06% | +453+6.3% | Added |
| Stonebridge Financial Group, LLC | 7,638 | $372.3K | 0.03% | +1,761+30.0% | Added |
| Koenig Investment Advisory, LLC | 7,650 | $372.9K | 0.32% | −34−0.4% | Reduced |
| SNS Financial Group, LLC | 7,659 | $373.4K | 0.03% | +61+0.8% | Added |
| Websterrogers Financial Advisors, LLC | 7,666 | $373.7K | 0.11% | −108−1.4% | Reduced |
| Marks Group Wealth Management, Inc | 7,675 | $374.2K | 0.04% | +650+9.3% | Added |
| Grant Private Wealth Management Inc | 7,676 | $374.2K | 0.20% | +30.0% | Added |
| Financial & Tax Architects, LLC | 7,687 | $374.7K | 0.08% | −926−10.8% | Reduced |
| Altfest L J & Co Inc | 7,697 | $375.2K | 0.04% | −2,501−24.5% | Reduced |
| United Bank | 7,715 | $376.1K | 0.05% | −311−3.9% | Reduced |
| Vilga Financial Planning LLC | 7,716 | $376.2K | 0.34% | +255+3.4% | Added |
| Archford Capital Strategies, LLC | 7,718 | $376.3K | 0.04% | −381−4.7% | Reduced |
| Atlantic Trust, LLC | 7,762 | $378.4K | 0.06% | −477−5.8% | Reduced |
| Brio Consultants, LLC | 7,129 | $378.7K | 0.05% | −147−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 7,774 | $379.0K | 0.05% | −239−3.0% | Reduced |
| Kera Capital Partners, Inc. | 7,777 | $379.1K | 0.05% | +1,742+28.9% | Added |
| Sterling Investment Counsel, LLC | 7,780 | $379.3K | 0.11% | −135−1.7% | Reduced |
| Integrity Wealth Advisors, Inc. | 7,795 | $380.0K | 0.23% | +2,576+49.4% | Added |
| Richardson Financial Services Inc. | 7,801 | $380.3K | 0.24% | −14−0.2% | Reduced |
| Miramontes Capital, LLC | 7,822 | $381.3K | 0.13% | −289−3.6% | Reduced |
| EdgeRock Capital LLC | 7,825 | $381.5K | 0.10% | +568+7.8% | Added |
| Life Planning Partners, Inc | 7,837 | $382.1K | 0.29% | +30.0% | Added |
| BlueChip Wealth Advisors LLC | 7,838 | $382.1K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,847 | $382.5K | 0.05% | +245+3.2% | Added |
| Prelude Capital Management, LLC | 7,851 | $382.7K | 0.03% | −6,867−46.7% | Reduced |
| Greenwood Gearhart Inc | 7,851 | $382.7K | 0.02% | −228−2.8% | Reduced |
| Radnor Capital Management, LLC | 7,865 | $383.4K | 0.06% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 7,869 | $383.6K | 0.23% | +1,204+18.1% | Added |
| Westshore Wealth, LLC | 7,869 | $383.6K | 0.13% | −1,300−14.2% | Reduced |
| Lavaca Capital LLC | 7,874 | $383.9K | 0.07% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,890 | $384.6K | 0.11% | +23+0.3% | Added |
| Rooted Wealth Advisors, Inc. | 7,136 | $385.0K | 0.10% | +661+10.2% | Added |
| WealthBridge Capital Management, LLC | 7,899 | $385.1K | 0.09% | +12+0.2% | Added |
| Chung Wu Investment Group, LLC | 7,950 | $387.6K | 0.33% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 7,952 | $387.7K | 0.04% | −185−2.3% | Reduced |
| Belleair Asset Management, LLC | 7,970 | $388.5K | 0.35% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 7,990 | $389.5K | 0.04% | +1,560+24.3% | Added |
| Romano Brothers and Company | 7,994 | $389.7K | 0.04% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 8,010 | $390.5K | 0.16% | −146−1.8% | Reduced |
| Bank of Nova Scotia Trust Co | 8,027 | $391.3K | 0.03% | −1,232−13.3% | Reduced |
| Wellington Shields Capital Management, LLC | 8,029 | $391.4K | 0.06% | −14,958−65.1% | Reduced |
| Hardy Reed LLC | 8,031 | $391.5K | 0.03% | −1,037−11.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 8,031 | $391.5K | 0.03% | −2,900−26.5% | Reduced |
| Global Assets Advisory, LLC | 8,037 | $391.8K | 0.12% | +1,200+17.6% | Added |
| Encompass More Asset Management | 8,056 | $392.7K | 0.07% | +681+9.2% | Added |
| Seizert Capital Partners, LLC | 8,074 | $393.6K | 0.02% | −100−1.2% | Reduced |