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, Q2 2026
Institutional positions in Bank of America Corp as of Jun 30, 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
- 3,620
- +174 vs. Q1 2026
- Shares held
- 5.37B
- +38.1M (+0.7%) vs. Q1 2026
- Total value
- $304.8B
- +$45.9B (+17.7%) vs. Q1 2026
- New holders
- 299
- 1,531 more added
- Sold out
- 125
- 1,355 more reduced
47 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 8,359 | $497.4K | 0.23% | −403−4.6% | Reduced |
| RWM Asset Management, LLC | 8,034 | $497.7K | 0.07% | −2,200−21.5% | Reduced |
| Capstone Wealth Management, LLC | 8,735 | $497.7K | 0.23% | +8,735 | New |
| EdgeRock Capital LLC | 8,746 | $498.3K | 0.12% | +921+11.8% | Added |
| Monticello Wealth Management, LLC | 8,777 | $500.1K | 0.03% | +8,777 | New |
| Delta Accumulation, LLC | 8,800 | $501.4K | 1.41% | −5,796−39.7% | Reduced |
| Crumly & Associates Inc. | 8,801 | $501.5K | 0.10% | +156+1.8% | Added |
| Van Hulzen Asset Management, LLC | 8,807 | $501.8K | 0.04% | −530−5.7% | Reduced |
| GSB Wealth Management, LLC | 8,812 | $502.1K | 0.10% | +51+0.6% | Added |
| Lincoln Capital Corp | 8,833 | $503.3K | 0.16% | −1,256−12.4% | Reduced |
| Laffer Tengler Investments | 8,841 | $503.8K | 0.06% | −259−2.8% | Reduced |
| MW Advisory, LLC | 8,843 | $503.9K | 0.20% | +8,843 | New |
| Alpha Family Trust | 8,860 | $504.8K | 0.20% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 8,875 | $505.7K | 0.22% | 00.0% | Unchanged |
| RFP Financial Group LLC | 8,876 | $505.7K | 0.23% | +8,876 | New |
| Oak Harbor Wealth Partners, LLC | 8,909 | $507.6K | 0.19% | −1,446−14.0% | Reduced |
| Fountainhead AM, LLC | 8,913 | $507.9K | 0.38% | −492−5.2% | Reduced |
| Private Capital Management, LLC | 8,932 | $508.9K | 0.05% | −22−0.2% | Reduced |
| Vicus Capital | 8,943 | $509.6K | 0.03% | +255+2.9% | Added |
| Francis Financial, Inc. | 8,956 | $510.3K | 0.08% | +677+8.2% | Added |
| Eagle Wealth Strategies LLC | 8,977 | $511.5K | 0.20% | +21+0.2% | Added |
| Sendero Wealth Management, LLC | 8,984 | $511.9K | 0.05% | +264+3.0% | Added |
| Richard P Slaughter Associates Inc | 8,998 | $512.7K | 0.10% | −6,263−41.0% | Reduced |
| Consilio Wealth Advisors, LLC | 9,000 | $512.8K | 0.12% | +65+0.7% | Added |
| Walkner Condon Financial Advisors LLC | 9,010 | $513.4K | 0.06% | +275+3.1% | Added |
| Freedom Day Solutions, LLC | 9,022 | $514.1K | 0.11% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8,058 | $515.0K | 0.29% | +8,058 | New |
| Ssi Investment Management LLC | 9,049 | $515.6K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 9,070 | $516.8K | 0.33% | −138−1.5% | Reduced |
| Poinciana Advisors Group, LLC | 9,088 | $517.8K | 0.38% | 00.0% | Unchanged |
| Vertrix Wealth Management, LLC | 9,099 | $518.5K | 0.17% | 00.0% | Unchanged |
| Range Financial Group LLC | 9,125 | $519.9K | 0.14% | −79−0.9% | Reduced |
| Neo Ivy Capital Management | 9,129 | $520.2K | 0.12% | +9,129 | New |
| Centurion Wealth Management LLC | 9,149 | $521.3K | 0.12% | −2,714−22.9% | Reduced |
| Perennial Advisors, LLC | 9,162 | $522.1K | 0.08% | −600−6.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,169 | $522.5K | 0.03% | −120−1.3% | Reduced |
| RKL Wealth Management LLC | 9,188 | $523.6K | 0.04% | +1,036+12.7% | Added |
| Global Assets Advisory, LLC | 9,005 | $525.3K | 0.11% | +968+12.0% | Added |
| Sollinda Capital Management LLC | 9,219 | $525.3K | 0.11% | −52−0.6% | Reduced |
| Cascades Capital Asset Management, LLC | 9,237 | $526.3K | 0.19% | −3,599−28.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 9,027 | $526.8K | 0.06% | +62+0.7% | Added |
| Black Swift Group, LLC | 9,250 | $527.1K | 0.08% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 9,290 | $529.4K | 0.09% | +686+8.0% | Added |
| Sutton Place Investors LLC | 9,291 | $529.4K | 0.26% | −10−0.1% | Reduced |
| Mirador Capital Partners LP | 9,296 | $529.7K | 0.06% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 8,778 | $530.4K | 0.05% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 9,325 | $531.3K | 0.05% | −9−0.1% | Reduced |
| DAGCO, Inc. | 9,330 | $531.6K | 0.10% | +7,196+337.2% | Added |
| O'Rourke & Company, Inc | 9,339 | $532.2K | 0.19% | −195−2.0% | Reduced |
| RiverGlades Family Offices LLC | 9,350 | $532.8K | 0.24% | +50+0.5% | Added |
| WMG Financial Advisors, LLC | 9,361 | $533.4K | 0.20% | −285−3.0% | Reduced |
| Argyle Capital Partners, LLC | 9,375 | $534.2K | 0.34% | −200−2.1% | Reduced |
| LCNB Corp | 9,400 | $535.6K | 0.16% | +95+1.0% | Added |
| Ti-Trust, Inc | 9,410 | $536.2K | 0.29% | +764+8.8% | Added |
| HBW Advisory Services LLC | 9,423 | $536.9K | 0.05% | +841+9.8% | Added |
| Selective Wealth Management, Inc. | 8,769 | $537.3K | 0.14% | −172−1.9% | Reduced |
| Channel Wealth LLC | 9,432 | $537.4K | 0.12% | +8+0.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 9,450 | $538.5K | 0.16% | −500−5.0% | Reduced |
| Stablepoint Partners, LLC | 9,454 | $538.7K | 0.07% | +106+1.1% | Added |
| Kahn Brothers Group Inc | 9,459 | $539.0K | 0.09% | 00.0% | Unchanged |
| Napier Financial, LLC | 9,472 | $539.7K | 0.11% | −11−0.1% | Reduced |
| InTrack Investment Management Inc | 9,472 | $539.7K | 0.27% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 9,477 | $540.0K | 0.03% | +959+11.3% | Added |
| Bullock Wealth Management Group | 9,268 | $540.9K | 0.23% | −156−1.7% | Reduced |
| BOS Asset Management, LLC | 9,494 | $541.0K | 0.13% | +20.0% | Added |
| Swiss Re Ltd | 9,496 | $541.1K | 0.05% | +8,673+1,053.8% | Added |
| Transamerica Financial Advisors, Inc. | 9,513 | $542.1K | 0.05% | −2,694−22.1% | Reduced |
| Walker Asset Management, LLC | 9,538 | $543.5K | 0.27% | −175−1.8% | Reduced |
| Founders Capital Management, LLC | 9,542 | $543.7K | 0.08% | −176−1.8% | Reduced |
| Evolution Wealth Management Inc. | 9,544 | $543.8K | 0.32% | +2,202+30.0% | Added |
| Hobart Private Capital, LLC | 9,575 | $545.6K | 0.09% | +1,126+13.3% | Added |
| Oak Barrel Wealth Advisory LLC | 9,582 | $546.0K | 0.24% | +9,582 | New |
| TBH Global Asset Management, LLC | 9,629 | $548.7K | 0.10% | −360−3.6% | Reduced |
| Townsend Asset Management Corp | 9,634 | $548.9K | 0.18% | +15+0.2% | Added |
| First National Bank of Hutchinson | 9,648 | $549.7K | 0.30% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9,650 | $549.9K | 0.14% | +484+5.3% | Added |
| Integrity Advisory Solutions, LLC | 9,650 | $549.9K | 0.06% | +3,130+48.0% | Added |
| First Nebraska Trust Co | 9,653 | $550.0K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,654 | $550.1K | 0.13% | +9,654 | New |
| Medallion Wealth Advisors, LLC | 9,656 | $550.3K | 0.18% | +98+1.0% | Added |
| Pathway Financial Advisers, LLC | 9,664 | $550.6K | 0.14% | +26+0.3% | Added |
| Coyle Financial Counsel LLC | 9,667 | $550.8K | 0.10% | +330+3.5% | Added |
| Postrock Partners LLC | 9,721 | $553.9K | 0.23% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,581 | $554.6K | 0.05% | −12,035−55.7% | Reduced |
| Greenwood Gearhart Inc | 9,739 | $554.9K | 0.03% | +1,888+24.0% | Added |
| AlphaGrep UK Ltd | 9,743 | $555.2K | 0.17% | −9,233−48.7% | Reduced |
| Sequent Planning LLC | 9,746 | $555.3K | 0.12% | +1,413+17.0% | Added |
| Investment Advisory Group, LLC | 9,773 | $556.9K | 0.12% | +215+2.2% | Added |
| Front Street Capital Management, Inc. | 9,783 | $557.4K | 0.06% | −2,656−21.4% | Reduced |
| Consolidated Planning Corp | 9,785 | $557.5K | 0.08% | +2,404+32.6% | Added |
| New World Advisors LLC | 9,789 | $557.8K | 0.09% | −61−0.6% | Reduced |
| Red Wave Investments LLC | 9,797 | $558.2K | 0.14% | +59+0.6% | Added |
| Park Capital Management, LLC | 9,804 | $558.6K | 0.33% | +75+0.8% | Added |
| Signet Investment Advisory Group, Inc. | 9,813 | $559.1K | 0.25% | −350−3.4% | Reduced |
| Spartan Wealth Advisory Services LLC | 9,814 | $559.2K | 0.05% | −4,798−32.8% | Reduced |
| Union Savings Bank | 9,832 | $560.1K | 0.23% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 9,851 | $561.3K | 0.09% | −1,648−14.3% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 9,855 | $561.5K | 0.29% | +14+0.1% | Added |
| Oxbow Advisors, LLC | 9,861 | $561.9K | 0.05% | +1,283+15.0% | Added |
| Davidson Trust Co | 9,871 | $562.5K | 0.22% | −55−0.6% | Reduced |