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
Q3 2026 data is still coming in: 9 institutions have reported holding BAC so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Paradigm Capital Management, LLC | 32,819 | $1.87M | 1.61% | −740−2.2% | Reduced |
| Central Valley Advisors, LLC | 32,864 | $1.87M | 0.48% | −2,263−6.4% | Reduced |
| Compass Financial Management LLC | 30,227 | $1.88M | 0.23% | +30,227 | New |
| Morningstar Investment Management LLC | 38,527 | $1.88M | 0.12% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 33,072 | $1.88M | 0.15% | −451−1.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 33,102 | $1.89M | 1.47% | +1,115+3.5% | Added |
| Little House Capital LLC | 33,179 | $1.89M | 0.42% | +938+2.9% | Added |
| WBH Advisory Inc | 33,275 | $1.90M | 0.13% | −147−0.4% | Reduced |
| Canopy Partners, LLC | 33,466 | $1.91M | 0.57% | −1,090−3.2% | Reduced |
| Versant Capital Management, Inc | 33,507 | $1.91M | 0.17% | −859−2.5% | Reduced |
| CoreCap Advisors, LLC | 33,522 | $1.91M | 0.06% | −219−0.6% | Reduced |
| Haverford Trust Co | 33,609 | $1.92M | 0.02% | −3,148−8.6% | Reduced |
| Baxter Bros Inc | 33,732 | $1.92M | 0.22% | −530−1.5% | Reduced |
| Wealth Management Associates, Inc. | 33,744 | $1.92M | 0.53% | +2,184+6.9% | Added |
| Capital Squared Financial LLC | 33,760 | $1.92M | 1.26% | +120.0% | Added |
| Verition Fund Management LLC | 33,781 | $1.92M | 0.01% | −25,596−43.1% | Reduced |
| Sarasin & Partners LLP | 33,800 | $1.93M | 0.02% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 33,850 | $1.93M | 0.00% | −900−2.6% | Reduced |
| Princeton Capital Management LLC | 33,868 | $1.93M | 0.44% | −28−0.1% | Reduced |
| Johnson & White Wealth Management, LLC | 33,894 | $1.93M | 0.72% | −297−0.9% | Reduced |
| Paragon Financial Partners, Inc. | 31,246 | $1.94M | 1.04% | +935+3.1% | Added |
| SkyOak Wealth, LLC | 33,987 | $1.94M | 0.32% | −1,098−3.1% | Reduced |
| Winthrop Advisory Group LLC | 34,063 | $1.94M | 0.13% | +1,959+6.1% | Added |
| Concord Wealth Partners | 34,072 | $1.94M | 0.22% | +83+0.2% | Added |
| Patten Group, Inc. | 34,100 | $1.94M | 0.30% | −16,697−32.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 34,103 | $1.94M | 0.09% | +365+1.1% | Added |
| BTG Pactual Asset Management US LLC | 34,104 | $1.94M | 0.15% | +23,726+228.6% | Added |
| StoneX Group Inc. | 34,108 | $1.94M | 0.08% | +4,144+13.8% | Added |
| Raelipskie Partnership | 34,219 | $1.95M | 0.74% | −100−0.3% | Reduced |
| Bristlecone Value Partners, LLC | 34,234 | $1.95M | 1.57% | −10.0% | Reduced |
| Aspen Investment Management Inc | 34,239 | $1.95M | 0.52% | −414−1.2% | Reduced |
| CX Institutional | 34,279 | $1.95M | 0.06% | +1,760+5.4% | Added |
| Fee-Only Financial Planning, L.C. | 34,317 | $1.96M | 1.05% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 34,325 | $1.96M | 0.09% | −4,018−10.5% | Reduced |
| Schulhoff & Co Inc | 34,333 | $1.96M | 0.79% | −2,985−8.0% | Reduced |
| Integrated Quantitative Investments LLC | 34,362 | $1.96M | 0.32% | −20,165−37.0% | Reduced |
| Teza Capital Management LLC | 34,480 | $1.96M | 3.79% | −237−0.7% | Reduced |
| IMA Wealth, Inc. | 34,489 | $1.97M | 0.12% | +3,126+10.0% | Added |
| Davis Investment Partners, LLC | 34,606 | $1.97M | 0.60% | +90.0% | Added |
| PW Nova Financial Services LLC | 34,649 | $1.97M | 0.42% | −97−0.3% | Reduced |
| Formidable Asset Management, LLC | 40,572 | $1.98M | 0.32% | −1,319−3.1% | Reduced |
| Aviance Capital Partners, LLC | 34,769 | $1.98M | 0.21% | −250−0.7% | Reduced |
| Purkiss Capital Advisors LLC | 34,866 | $1.99M | 0.76% | +1,355+4.0% | Added |
| Generation Capital Management LLC | 34,888 | $1.99M | 1.22% | +185+0.5% | Added |
| Orca Wealth Management, LLC | 35,087 | $2.00M | 1.20% | +179+0.5% | Added |
| Chancellor Financial Group WB LP | 35,318 | $2.01M | 1.25% | +281+0.8% | Added |
| RFG Advisory, LLC | 35,373 | $2.02M | 0.03% | +2,484+7.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 35,491 | $2.02M | 0.24% | −17,725−33.3% | Reduced |
| Armis Advisers, LLC | 33,901 | $2.03M | 0.19% | +3,855+12.8% | Added |
| Mill Capital Management, LLC | 35,645 | $2.03M | 0.14% | +693+2.0% | Added |
| EPG Wealth Management LLC | 35,658 | $2.03M | 0.49% | +698+2.0% | Added |
| Nwam LLC | 35,676 | $2.03M | 0.10% | −30,732−46.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 35,741 | $2.04M | 0.07% | −2,102−5.6% | Reduced |
| Zhang Financial LLC | 35,794 | $2.04M | 0.06% | −436−1.2% | Reduced |
| Ausdal Financial Partners, Inc. | 35,857 | $2.04M | 0.08% | −896−2.4% | Reduced |
| EagleClaw Capital Managment, LLC | 35,900 | $2.05M | 0.27% | −15,239−29.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 36,096 | $2.06M | 0.60% | −228−0.6% | Reduced |
| Excelsior Advisor Network LLC | 36,142 | $2.06M | 0.27% | +6,735+22.9% | Added |
| Herold Advisors, Inc. | 36,404 | $2.07M | 0.41% | +2,577+7.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 36,333 | $2.07M | 0.79% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 36,346 | $2.07M | 0.39% | +546+1.5% | Added |
| Longfellow Investment Management Co LLC | 36,347 | $2.07M | 0.42% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 36,380 | $2.07M | 0.07% | −2,014−5.2% | Reduced |
| Aspiriant, LLC | 36,398 | $2.07M | 0.05% | +740+2.1% | Added |
| BIP Wealth, LLC | 36,416 | $2.07M | 0.06% | +4,441+13.9% | Added |
| Lake Street Financial LLC | 36,593 | $2.09M | 0.24% | +250+0.7% | Added |
| Jupiter Wealth Management LLC | 36,600 | $2.09M | 0.83% | +2,000+5.8% | Added |
| Diligent Investors, LLC | 36,701 | $2.09M | 0.47% | +250+0.7% | Added |
| Appleton Partners Inc | 36,745 | $2.09M | 0.13% | −711−1.9% | Reduced |
| Sivia Capital Partners, LLC | 36,831 | $2.10M | 0.26% | +29,981+437.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 36,832 | $2.10M | 0.58% | 00.0% | Unchanged |
| Howland Capital Management LLC | 36,836 | $2.10M | 0.08% | −1,312−3.4% | Reduced |
| American Capital Advisory, LLC | 36,934 | $2.10M | 0.77% | −4,050−9.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 36,987 | $2.11M | 0.09% | −1,478−3.8% | Reduced |
| Kovack Advisors, Inc. | 36,542 | $2.11M | 0.10% | +6,574+21.9% | Added |
| Central Pacific Bank - Trust Division | 37,135 | $2.12M | 0.22% | +102+0.3% | Added |
| Busey Wealth Management | 37,240 | $2.12M | 0.05% | +140.0% | Added |
| VCI Wealth Management LLC | 37,355 | $2.13M | 0.53% | +3,183+9.3% | Added |
| Aspen Grove Capital, LLC | 37,359 | $2.13M | 0.31% | +180.0% | Added |
| Bernicke Wealth Management, Ltd. | 37,416 | $2.13M | 0.25% | −1,313−3.4% | Reduced |
| Advisory Alpha, LLC | 37,478 | $2.14M | 0.05% | +576+1.6% | Added |
| Capital Advisors Inc | 37,491 | $2.14M | 0.03% | −384−1.0% | Reduced |
| Clear Wave Wealth Management LLC | 37,737 | $2.15M | 0.48% | +463+1.2% | Added |
| Argentarii, LLC | 33,651 | $2.15M | 0.65% | −6,018−15.2% | Reduced |
| L2 Asset Management, LLC | 37,808 | $2.15M | 0.22% | −26,275−41.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 37,836 | $2.15M | 0.04% | −503−1.3% | Reduced |
| Impax Asset Management Group plc | 37,840 | $2.16M | 0.01% | +1,647+4.6% | Added |
| Sovereign Financial Group, Inc. | 37,867 | $2.16M | 0.33% | −1,340−3.4% | Reduced |
| Lodestone Wealth Management LLC | 37,896 | $2.16M | 0.76% | −2,281−5.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 37,953 | $2.16M | 0.50% | −1,293−3.3% | Reduced |
| Kessler Investment Group, LLC | 37,993 | $2.16M | 0.92% | −161−0.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 38,061 | $2.17M | 0.34% | +302+0.8% | Added |
| Venturi Wealth Management, LLC | 38,138 | $2.17M | 0.08% | +692+1.8% | Added |
| Boomfish Wealth Group, LLC | 38,180 | $2.18M | 0.99% | −73−0.2% | Reduced |
| TLWM | 38,377 | $2.19M | 0.36% | −42−0.1% | Reduced |
| Quent Capital, LLC | 38,440 | $2.19M | 0.13% | −81−0.2% | Reduced |
| Clear Harbor Asset Management, LLC | 38,468 | $2.19M | 0.14% | −305−0.8% | Reduced |
| BCV Asset Management Inc. | 37,830 | $2.19M | 0.07% | −834,075−95.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 35,619 | $2.19M | 0.71% | −969−2.6% | Reduced |
| Atlas Brown,Inc. | 38,535 | $2.20M | 0.59% | −468−1.2% | Reduced |