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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Westerkirk Capital Inc. | 69,860 | $3.41M | 0.37% | +53,000+314.4% | Added |
| SBI Securities Co., Ltd. | 69,779 | $3.40M | 0.09% | −1,335−1.9% | Reduced |
| E Fund Management Co., Ltd. | 69,773 | $3.40M | 0.10% | +69,773 | New |
| Cornerstone Planning, LLC | 69,570 | $3.39M | 0.77% | −7,878−10.2% | Reduced |
| Myriad Asset Management Advisors LLC | 69,600 | $3.39M | 1.00% | +406+0.6% | Added |
| Sirios Capital Management L P | 68,448 | $3.34M | 0.40% | +5,056+8.0% | Added |
| Foundations Investment Advisors, LLC | 68,284 | $3.33M | 0.04% | +13,283+24.2% | Added |
| Ronald Blue Trust, Inc. | 68,279 | $3.33M | 0.04% | −3,598−5.0% | Reduced |
| Koshinski Asset Management, Inc. | 68,072 | $3.32M | 0.21% | +3,456+5.3% | Added |
| SageView Advisory Group, LLC | 68,061 | $3.32M | 0.12% | −8,364−10.9% | Reduced |
| HighPoint Advisor Group LLC | 68,013 | $3.32M | 0.14% | −164,105−70.7% | Reduced |
| West Branch Capital LLC | 67,986 | $3.31M | 0.89% | +1,376+2.1% | Added |
| ZWJ Investment Counsel Inc | 67,649 | $3.30M | 0.12% | +738+1.1% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $3.29M | 0.12% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 67,120 | $3.27M | 1.70% | +1,411+2.1% | Added |
| Nwam LLC | 66,408 | $3.24M | 0.19% | −404−0.6% | Reduced |
| LRT Capital Management, LLC | 66,274 | $3.23M | 3.01% | +66,274 | New |
| Ostrum Asset Management | 66,219 | $3.23M | 0.18% | +677+1.0% | Added |
| Parsonex Advisory Services, Inc. | 66,114 | $3.22M | 3.15% | +2,678+4.2% | Added |
| Adell Harriman & Carpenter Inc | 65,789 | $3.21M | 0.20% | +2,175+3.4% | Added |
| Joel Isaacson & Co., LLC | 65,704 | $3.20M | 0.11% | +45+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 65,633 | $3.20M | 0.95% | +366+0.6% | Added |
| Alphadyne Asset Management LP | 65,377 | $3.19M | 0.42% | +65,377 | New |
| Modern Wealth Management, LLC | 64,621 | $3.18M | 0.05% | −357−0.5% | Reduced |
| Holderness Investments Co | 65,275 | $3.18M | 0.64% | −455−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 59,683 | $3.17M | 0.50% | −4,231−6.6% | Reduced |
| Summit Global Investments | 65,032 | $3.17M | 0.19% | +16,784+34.8% | Added |
| Abacus Planning Group, Inc. | 65,018 | $3.17M | 0.43% | +2,461+3.9% | Added |
| BOCHK Asset Management Ltd | 65,000 | $3.17M | 0.66% | +39,000+150.0% | Added |
| Exeter Financial, LLC | 64,837 | $3.16M | 1.29% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 64,703 | $3.15M | 0.22% | −747−1.1% | Reduced |
| Tritonpoint Wealth, LLC | 64,492 | $3.14M | 0.34% | −6,827−9.6% | Reduced |
| Berkshire Bank | 64,449 | $3.14M | 0.64% | −2,179−3.3% | Reduced |
| Cetera Trust Company, N.A | 64,143 | $3.13M | 1.77% | −2,800−4.2% | Reduced |
| L2 Asset Management, LLC | 64,083 | $3.12M | 0.30% | +3,686+6.1% | Added |
| Cornerstone Wealth Management, LLC | 64,029 | $3.12M | 0.16% | −196−0.3% | Reduced |
| Triangle Securities Wealth Management | 63,956 | $3.12M | 0.71% | −688−1.1% | Reduced |
| Brookmont Capital Management | 63,818 | $3.11M | 1.74% | +2,867+4.7% | Added |
| Cornerstone Select Advisors, LLC | 63,785 | $3.11M | 1.95% | +1,444+2.3% | Added |
| Chicago Partners Investment Group LLC | 58,494 | $3.11M | 0.07% | +5,895+11.2% | Added |
| GLP Holdings LLLP | 63,728 | $3.11M | 3.18% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 63,415 | $3.09M | 0.08% | +11,975+23.3% | Added |
| Cigna Investments Inc | 62,904 | $3.07M | 0.48% | −1,678−2.6% | Reduced |
| Arrow Financial Corp | 62,841 | $3.06M | 0.31% | −2,260−3.5% | Reduced |
| American State Bank (Iowa) | 62,684 | $3.06M | 1.47% | +1,316+2.1% | Added |
| Evoke Wealth, LLC | 62,654 | $3.05M | 0.06% | −16,627−21.0% | Reduced |
| Bull Harbor Capital LLC | 62,505 | $3.05M | 0.82% | +62,505 | New |
| NBT Bank N A | 62,499 | $3.05M | 0.20% | +2,702+4.5% | Added |
| KKM Financial LLC | 55,342 | $3.04M | 0.54% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 62,399 | $3.04M | 0.12% | +833+1.4% | Added |
| Spahn Wealth & Retirement LLC | 62,144 | $3.03M | 3.86% | 00.0% | Unchanged |
| MCF Advisors LLC | 61,944 | $3.02M | 0.13% | +6,180+11.1% | Added |
| Waterloo Capital, L.P. | 61,682 | $3.01M | 0.21% | −16,280−20.9% | Reduced |
| Capital Planning Advisors, LLC | 61,066 | $2.98M | 0.43% | −1,273−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 60,895 | $2.97M | 0.09% | +1,606+2.7% | Added |
| Exchange Traded Concepts, LLC | 60,486 | $2.95M | 0.02% | −25,311−29.5% | Reduced |
| Shepherd Financial Partners LLC | 60,403 | $2.94M | 0.28% | −70.0% | Reduced |
| HBK Sorce Advisory LLC | 57,287 | $2.94M | 0.06% | +480+0.8% | Added |
| Family Legacy, Inc. | 60,211 | $2.94M | 0.88% | −319−0.5% | Reduced |
| Legacy Wealth Management, LLC | 60,159 | $2.93M | 0.84% | −16,659−21.7% | Reduced |
| World Equity Group, Inc. | 59,864 | $2.92M | 0.76% | −13,784−18.7% | Reduced |
| Avestar Capital, LLC | 59,457 | $2.90M | 0.20% | −620−1.0% | Reduced |
| Verition Fund Management LLC | 59,377 | $2.89M | 0.03% | −638,189−91.5% | Reduced |
| Profund Advisors LLC | 59,191 | $2.89M | 0.11% | −12,934−17.9% | Reduced |
| Premier Path Wealth Partners, LLC | 59,153 | $2.88M | 0.38% | +3,199+5.7% | Added |
| Lineweaver Wealth Advisors, LLC | 59,141 | $2.88M | 0.39% | +1,100+1.9% | Added |
| AMG National Trust Bank | 59,026 | $2.88M | 0.06% | +13,297+29.1% | Added |
| ISAM Funds (UK) Ltd | 58,926 | $2.87M | 1.42% | +58,926 | New |
| Lakewood Asset Management LLC | 58,850 | $2.87M | 1.83% | −26,589−31.1% | Reduced |
| St. Johns Investment Management Company, LLC | 58,786 | $2.87M | 1.21% | +2,412+4.3% | Added |
| Calamos Wealth Management LLC | 58,675 | $2.86M | 0.10% | −5,305−8.3% | Reduced |
| Affinity Investment Advisors, LLC | 58,644 | $2.86M | 1.79% | +365+0.6% | Added |
| Daymark Wealth Partners, LLC | 58,418 | $2.85M | 0.09% | +5,095+9.6% | Added |
| Skylands Capital, LLC | 58,400 | $2.85M | 0.37% | −225−0.4% | Reduced |
| Parkside Financial Bank & Trust | 58,338 | $2.84M | 0.22% | −1,448−2.4% | Reduced |
| Evolve Private Wealth, LLC | 58,144 | $2.83M | 0.15% | +6,810+13.3% | Added |
| Mattson Financial Services, LLC | 57,980 | $2.83M | 0.67% | +1,334+2.4% | Added |
| Hartford Financial Management Inc. | 57,847 | $2.82M | 0.72% | +2,317+4.2% | Added |
| Close Asset Management Ltd | 57,839 | $2.82M | 0.08% | −300−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 57,533 | $2.80M | 0.41% | +626+1.1% | Added |
| Portside Wealth Group, LLC | 57,458 | $2.80M | 0.38% | +1,912+3.4% | Added |
| Secure Asset Management, LLC | 57,404 | $2.80M | 0.44% | +3,642+6.8% | Added |
| Agp Franklin, LLC | 57,200 | $2.79M | 1.39% | −3,330−5.5% | Reduced |
| Carson Advisory Inc. | 56,592 | $2.76M | 1.43% | −534−0.9% | Reduced |
| Headlands Technologies LLC | 56,484 | $2.75M | 0.31% | −219,860−79.6% | Reduced |
| Poehling Capital Management, LLC | 56,407 | $2.75M | 0.58% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 56,372 | $2.75M | 0.08% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 56,277 | $2.74M | 0.08% | +56,277 | New |
| Limestone Investment Advisors LP | 56,267 | $2.74M | 1.35% | +56,267 | New |
| Aprio Wealth Management, LLC | 56,061 | $2.73M | 0.15% | −1,130−2.0% | Reduced |
| AlTi Global, Inc. | 55,758 | $2.72M | 0.06% | +1,316+2.4% | Added |
| Cumberland Partners Ltd | 55,525 | $2.71M | 0.21% | −35−0.1% | Reduced |
| Advisors Preferred, LLC | 55,500 | $2.71M | 0.40% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 54,883 | $2.70M | 0.60% | −1,996−3.5% | Reduced |
| Birch Financial Group, LLC | 55,424 | $2.70M | 1.58% | +117+0.2% | Added |
| WealthPlan Investment Management, LLC | 55,346 | $2.70M | 0.15% | +15,855+40.1% | Added |
| Landmark Wealth Management, LLC | 55,189 | $2.69M | 0.72% | +55,189 | New |
| Granite Harbor Advisors, Inc. | 55,145 | $2.69M | 1.17% | −2,687−4.6% | Reduced |
| Aull & Monroe Investment Management Corp | 55,106 | $2.69M | 1.25% | −198−0.4% | Reduced |
| Matrix Asset Advisors Inc | 55,081 | $2.69M | 0.25% | −2,340−4.1% | Reduced |