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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 38,548 | $2.20M | 0.68% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 38,558 | $2.20M | 0.24% | +4,682+13.8% | Added |
| Breakwater Capital Group | 38,628 | $2.20M | 0.26% | −1,251−3.1% | Reduced |
| Hilltop Holdings Inc. | 38,630 | $2.20M | 0.18% | +393+1.0% | Added |
| Guardian Wealth Advisors, LLC | 38,743 | $2.21M | 0.13% | −1,338−3.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 38,890 | $2.22M | 0.32% | +407+1.1% | Added |
| JT Stratford LLC | 39,095 | $2.23M | 0.24% | +3,095+8.6% | Added |
| Colonial Trust Advisors | 39,095 | $2.23M | 0.16% | +244+0.6% | Added |
| North Dallas Bank & Trust Co | 39,202 | $2.23M | 1.32% | +196+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 39,243 | $2.24M | 0.50% | +64+0.2% | Added |
| Evolve Private Wealth, LLC | 39,404 | $2.25M | 0.14% | −18,740−32.2% | Reduced |
| Fragasso Group Inc. | 39,523 | $2.25M | 0.12% | −635−1.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 39,579 | $2.26M | 0.56% | 00.0% | Unchanged |
| American Trust | 39,612 | $2.26M | 0.17% | −4,877−11.0% | Reduced |
| CFS Investment Advisory Services, LLC | 38,443 | $2.26M | 0.15% | +788+2.1% | Added |
| Woodward Diversified Capital, LLC | 39,668 | $2.26M | 1.00% | −647−1.6% | Reduced |
| Smithfield Trust Co | 39,808 | $2.27M | 0.09% | −195−0.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 39,897 | $2.27M | 1.02% | +5,324+15.4% | Added |
| Birmingham Capital Management Co Inc | 39,925 | $2.27M | 0.87% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 39,972 | $2.28M | 0.33% | +2,946+8.0% | Added |
| Barbara Oil Co. | 40,000 | $2.28M | 0.77% | 00.0% | Unchanged |
| Encore Global Management, LP | 40,000 | $2.28M | 2.24% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 40,177 | $2.29M | 0.21% | +2,044+5.4% | Added |
| Pure Financial Advisors, Inc. | 40,195 | $2.29M | 0.03% | +1,695+4.4% | Added |
| Global Financial Private Client, LLC | 40,256 | $2.29M | 0.62% | +389+1.0% | Added |
| Silver Oak Securities, Inc | 40,284 | $2.30M | 0.14% | −4,762−10.6% | Reduced |
| Buckley Wealth Management, LLC | 40,416 | $2.30M | 0.57% | −5,108−11.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 40,558 | $2.31M | 0.00% | +787+2.0% | Added |
| Investment Advisory Services Inc | 40,668 | $2.32M | 0.67% | −60.0% | Reduced |
| Carnegie Lake Advisors LLC | 40,672 | $2.32M | 0.86% | −3,495−7.9% | Reduced |
| IFC Advisors LLC | 40,680 | $2.32M | 0.29% | +6,242+18.1% | Added |
| Oarsman Capital, Inc. | 40,772 | $2.32M | 0.25% | −1,221−2.9% | Reduced |
| Quotient Wealth Partners, LLC | 40,786 | $2.32M | 0.05% | +695+1.7% | Added |
| WealthPlan Investment Management, LLC | 40,909 | $2.33M | 0.12% | −14,437−26.1% | Reduced |
| Torrey Growth & Income Advisors | 40,702 | $2.33M | 0.79% | +1,051+2.7% | Added |
| Bamco Inc | 40,994 | $2.34M | 0.00% | +12,794+45.4% | Added |
| E&G Advisors, LP | 41,023 | $2.34M | 0.45% | −200−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 41,036 | $2.34M | 0.09% | +2,932+7.7% | Added |
| Opal Capital LLC | 41,134 | $2.34M | 0.42% | +14,286+53.2% | Added |
| LRI Investments, LLC | 41,153 | $2.34M | 0.19% | +173+0.4% | Added |
| Westside Investment Management, Inc. | 41,432 | $2.36M | 0.31% | −1,134−2.7% | Reduced |
| Ocean Capital Management, LLC | 41,461 | $2.36M | 0.44% | −645−1.5% | Reduced |
| 55 North Private Wealth, LLC | 41,468 | $2.36M | 0.46% | +2,873+7.4% | Added |
| KTF Investments, LLC | 41,751 | $2.38M | 0.24% | +24,100+136.5% | Added |
| EverSource Wealth Advisors, LLC | 41,845 | $2.38M | 0.08% | −5,038−10.7% | Reduced |
| Cito Capital Group, LLC | 41,870 | $2.39M | 0.65% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 41,875 | $2.39M | 0.61% | −3,615−7.9% | Reduced |
| Center for Wealth Management Advisory | 41,890 | $2.39M | 1.50% | +41,890 | New |
| FLC Capital Advisors | 41,891 | $2.39M | 0.39% | −2,297−5.2% | Reduced |
| One Charles Private Wealth Services, LLC | 41,893 | $2.39M | 0.55% | −9,989−19.3% | Reduced |
| Weaver Capital Management LLC | 49,043 | $2.39M | 0.53% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 41,961 | $2.39M | 0.35% | −1,164−2.7% | Reduced |
| Kiker Wealth Management, LLC | 42,016 | $2.39M | 0.93% | +42,016 | New |
| Brady Family Wealth, LLC | 42,067 | $2.40M | 0.69% | −150.0% | Reduced |
| Blackstone Group Inc. | 42,068 | $2.40M | 0.01% | −52,950−55.7% | Reduced |
| Concentric Capital Strategies, LP | 42,113 | $2.40M | 0.15% | −9,062−17.7% | Reduced |
| Greenfield Savings Bank | 42,135 | $2.40M | 0.91% | −191−0.5% | Reduced |
| Keel Point, LLC | 42,208 | $2.41M | 0.14% | +795+1.9% | Added |
| First City Capital Management, Inc. | 42,316 | $2.41M | 1.17% | −69−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 42,486 | $2.42M | 0.07% | −3,404−7.4% | Reduced |
| Cim Investment Mangement Inc | 42,545 | $2.42M | 0.58% | +30,795+262.1% | Added |
| Altman Advisors, Inc. | 42,560 | $2.43M | 0.87% | −218−0.5% | Reduced |
| Financial Engines Advisors L.L.C. | 42,606 | $2.43M | 0.00% | +57+0.1% | Added |
| Saiph Capital, LLC | 134,048 | $2.43M | 0.73% | +2,450+1.9% | Added |
| Retirement Planning Co of New England, Inc. | 42,815 | $2.44M | 0.88% | −181−0.4% | Reduced |
| New Republic Capital, LLC | 42,824 | $2.44M | 0.56% | +30,885+258.7% | Added |
| Cardinal Point Capital Management, ULC | 42,876 | $2.44M | 0.14% | +4,807+12.6% | Added |
| MBL Wealth, LLC | 42,943 | $2.45M | 0.17% | +6,893+19.1% | Added |
| Regal Investment Advisors LLC | 42,963 | $2.45M | 0.13% | −115−0.3% | Reduced |
| London & Capital Asset Management Ltd | 42,989 | $2.45M | 0.02% | −6,023−12.3% | Reduced |
| Gleason Group, Inc. | 43,019 | $2.45M | 0.21% | +520+1.2% | Added |
| White Pine Capital LLC | 43,088 | $2.46M | 0.58% | +380+0.9% | Added |
| Aventura Private Wealth, LLC | 43,155 | $2.46M | 0.75% | −58−0.1% | Reduced |
| BlueCrest Capital Management Ltd | 43,260 | $2.46M | 0.11% | −586,919−93.1% | Reduced |
| Spire Wealth Management | 43,312 | $2.47M | 0.07% | +2,687+6.6% | Added |
| Lebenthal Global Advisors, LLC | 43,385 | $2.47M | 0.33% | +292+0.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 43,400 | $2.47M | 0.37% | +407+0.9% | Added |
| HMS Capital Management, LLC | 43,421 | $2.47M | 0.93% | −1,068−2.4% | Reduced |
| Rehmann Capital Advisory Group | 43,599 | $2.48M | 0.11% | +999+2.3% | Added |
| Berkeley Capital Partners, LLC | 43,739 | $2.49M | 0.51% | −3,822−8.0% | Reduced |
| Gratus Wealth Advisors, LLC | 43,746 | $2.49M | 0.32% | +9,347+27.2% | Added |
| KPP Advisory Services LLC | 43,806 | $2.50M | 0.32% | −1,379−3.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 43,870 | $2.50M | 1.35% | −200−0.5% | Reduced |
| Everhart Financial Group, Inc. | 44,011 | $2.51M | 0.16% | +93+0.2% | Added |
| AMG National Trust Bank | 44,072 | $2.51M | 0.05% | −14,954−25.3% | Reduced |
| Ramirez Asset Management, Inc. | 44,077 | $2.51M | 0.26% | −180.0% | Reduced |
| Intellectus Partners, LLC | 44,143 | $2.52M | 0.44% | −787−1.8% | Reduced |
| Abundance Wealth Counselors | 44,171 | $2.52M | 0.16% | +20,298+85.0% | Added |
| Falcon Wealth Planning | 44,208 | $2.52M | 0.16% | +221+0.5% | Added |
| Florida Financial Advisors, LLC | 44,213 | $2.52M | 0.43% | +9,462+27.2% | Added |
| Wulff, Hansen & Co. | 44,303 | $2.52M | 1.93% | +175+0.4% | Added |
| Cumberland Advisors Inc | 44,400 | $2.53M | 0.89% | −5,500−11.0% | Reduced |
| Shufro Rose & Co LLC | 44,493 | $2.54M | 0.15% | −900−2.0% | Reduced |
| Klingenstein Fields & Co LP | 44,554 | $2.54M | 0.09% | −7,469−14.4% | Reduced |
| IFG Advisory, LLC | 44,562 | $2.54M | 0.09% | +44,562 | New |
| CRA Financial Services, LLC | 44,870 | $2.56M | 0.29% | −190−0.4% | Reduced |
| Chapman Financial Group, LLC | 44,886 | $2.56M | 1.70% | −304−0.7% | Reduced |
| Gateway Wealth Partners, LLC | 44,920 | $2.56M | 0.15% | −29,237−39.4% | Reduced |
| Legacy Advisors, LLC | 45,115 | $2.57M | 0.24% | +10,385+29.9% | Added |
| RB Capital Management, LLC | 45,119 | $2.57M | 0.50% | −111−0.2% | Reduced |