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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 54,025 | $3.08M | 1.29% | −1,081−2.0% | Reduced |
| Carson Advisory Inc. | 54,427 | $3.10M | 1.42% | −2,165−3.8% | Reduced |
| Centaurus Financial, Inc. | 54,487 | $3.10M | 0.12% | −502−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 54,612 | $3.11M | 0.60% | −47−0.1% | Reduced |
| Old National Bancorp | 54,797 | $3.12M | 0.06% | +1,807+3.4% | Added |
| Financial Advisory Service, Inc. | 55,001 | $3.13M | 0.16% | +250.0% | Added |
| Ameritas Advisory Services, LLC | 55,174 | $3.14M | 0.06% | +10,239+22.8% | Added |
| Landmark Wealth Management, LLC | 55,189 | $3.14M | 0.75% | 00.0% | Unchanged |
| Skylands Capital, LLC | 55,280 | $3.15M | 0.39% | −3,120−5.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 55,312 | $3.15M | 0.03% | +7,610+16.0% | Added |
| LM Advisors LLC | 55,337 | $3.16M | 0.36% | +52,856+2,130.4% | Added |
| Vectors Research Management, LLC | 55,581 | $3.17M | 0.83% | +1,999+3.7% | Added |
| Quadcap Wealth Management, LLC | 55,691 | $3.17M | 0.31% | +1,059+1.9% | Added |
| Hexagon Capital Partners LLC | 55,937 | $3.19M | 0.45% | +1,734+3.2% | Added |
| Birch Financial Group, LLC | 56,008 | $3.19M | 1.64% | +584+1.1% | Added |
| Ullmann Financial Group, Inc. | 56,110 | $3.20M | 0.29% | +2,228+4.1% | Added |
| Compton Wealth Advisory Group, LLC | 54,860 | $3.20M | 0.65% | −230.0% | Reduced |
| Prestige Wealth Management Group LLC | 56,219 | $3.20M | 0.58% | +7,518+15.4% | Added |
| Poehling Capital Management, LLC | 56,354 | $3.21M | 0.69% | −53−0.1% | Reduced |
| Twin Capital Management Inc | 56,488 | $3.22M | 0.35% | +2,347+4.3% | Added |
| Legacy Financial Advisors, Inc. | 56,504 | $3.22M | 0.39% | +1,705+3.1% | Added |
| Profund Advisors LLC | 56,560 | $3.22M | 0.09% | −2,631−4.4% | Reduced |
| Aviso Wealth Management | 56,612 | $3.23M | 1.27% | +9,276+19.6% | Added |
| Accurate Wealth Management, LLC | 54,107 | $3.23M | 0.31% | +6,645+14.0% | Added |
| Belpointe Asset Management LLC | 57,541 | $3.28M | 0.11% | +3,242+6.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 57,576 | $3.28M | 0.04% | +5,574+10.7% | Added |
| Bridges Investment Management Inc | 57,609 | $3.28M | 0.04% | +8,580+17.5% | Added |
| AlTi Global, Inc. | 57,610 | $3.28M | 0.07% | +1,852+3.3% | Added |
| Calamos Wealth Management LLC | 57,668 | $3.29M | 0.10% | −1,007−1.7% | Reduced |
| Close Asset Management Ltd | 57,839 | $3.29M | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 58,418 | $3.33M | 0.16% | +2,357+4.2% | Added |
| Constant Guidance Financial LLC | 58,435 | $3.33M | 2.09% | +58,435 | New |
| Parkside Financial Bank & Trust | 58,640 | $3.34M | 0.23% | +302+0.5% | Added |
| Storgate, LLC | 58,776 | $3.35M | 0.69% | +42,493+261.0% | Added |
| Affinity Investment Advisors, LLC | 58,830 | $3.35M | 1.70% | +186+0.3% | Added |
| Legacy Wealth Management, LLC | 59,162 | $3.37M | 0.87% | −997−1.7% | Reduced |
| Tritonpoint Wealth, LLC | 59,168 | $3.37M | 0.33% | −5,324−8.3% | Reduced |
| Hartford Financial Management Inc. | 59,307 | $3.38M | 0.75% | +1,460+2.5% | Added |
| World Equity Group, Inc. | 59,384 | $3.38M | 0.76% | −480−0.8% | Reduced |
| Lakewood Asset Management LLC | 59,440 | $3.39M | 1.86% | +590+1.0% | Added |
| Avestar Capital, LLC | 59,521 | $3.39M | 0.20% | +64+0.1% | Added |
| Kathmere Capital Management, LLC | 59,698 | $3.40M | 0.18% | +11,324+23.4% | Added |
| St. Johns Investment Management Company, LLC | 59,718 | $3.40M | 1.29% | +932+1.6% | Added |
| Shepherd Financial Partners LLC | 59,738 | $3.40M | 0.28% | −665−1.1% | Reduced |
| Secure Asset Management, LLC | 59,880 | $3.41M | 0.48% | +2,476+4.3% | Added |
| Bayview Asset Management, LLC | 60,000 | $3.42M | 2.56% | +15,000+33.3% | Added |
| TritonPoint Partners, LLC | 60,412 | $3.44M | 0.29% | +60,412 | New |
| Arrow Financial Corp | 60,482 | $3.45M | 0.31% | −2,359−3.8% | Reduced |
| Walleye Trading LLC | 60,492 | $3.45M | 0.05% | −90,708−60.0% | Reduced |
| Alps Advisors Inc | 60,700 | $3.46M | 0.02% | +60,700 | New |
| Turtle Creek Wealth Advisors, LLC | 60,690 | $3.46M | 0.18% | +20,160+49.7% | Added |
| Family Legacy, Inc. | 60,758 | $3.46M | 0.92% | +547+0.9% | Added |
| LJI Wealth Management, LLC | 60,785 | $3.46M | 0.49% | +10,312+20.4% | Added |
| Berkshire Bank | 60,870 | $3.47M | 0.66% | −3,579−5.6% | Reduced |
| Agp Franklin, LLC | 60,903 | $3.47M | 1.50% | +3,703+6.5% | Added |
| Ossiam | 61,034 | $3.48M | 0.05% | +21,563+54.6% | Added |
| NBT Bank N A | 61,046 | $3.48M | 0.23% | −1,453−2.3% | Reduced |
| Nicolet Bankshares Inc | 59,725 | $3.49M | 0.11% | +9,579+19.1% | Added |
| Lineweaver Wealth Advisors, LLC | 61,243 | $3.49M | 0.41% | +2,102+3.6% | Added |
| Anchor Bay Capital, Inc. | 54,865 | $3.50M | 1.89% | +54,865 | New |
| Portside Wealth Group, LLC | 61,540 | $3.51M | 0.41% | +4,082+7.1% | Added |
| Bragg Financial Advisors, Inc | 61,659 | $3.51M | 0.09% | +764+1.3% | Added |
| Thomasville National Bank | 61,865 | $3.53M | 0.19% | +61,865 | New |
| Mitchell McLeod Pugh & Williams Inc | 62,172 | $3.54M | 0.43% | +4,639+8.1% | Added |
| Foundations Investment Advisors, LLC | 62,489 | $3.56M | 0.04% | −5,795−8.5% | Reduced |
| Mattson Financial Services, LLC | 57,910 | $3.56M | 0.75% | −70−0.1% | Reduced |
| Cigna Investments Inc | 62,517 | $3.56M | 0.47% | −387−0.6% | Reduced |
| Chemung Canal Trust Co | 63,033 | $3.59M | 0.66% | −6,868−9.8% | Reduced |
| HBK Sorce Advisory LLC | 57,045 | $3.61M | 0.07% | −242−0.4% | Reduced |
| Brookmont Capital Management | 63,407 | $3.61M | 1.94% | −411−0.6% | Reduced |
| Exeter Financial, LLC | 63,437 | $3.61M | 1.38% | −1,400−2.2% | Reduced |
| WCG Wealth Advisors LLC | 63,553 | $3.62M | 0.09% | −12,100−16.0% | Reduced |
| Ronald Blue Trust, Inc. | 63,587 | $3.62M | 0.04% | −4,692−6.9% | Reduced |
| GLP Holdings LLLP | 63,728 | $3.63M | 3.26% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 63,811 | $3.64M | 0.20% | +2,129+3.5% | Added |
| SevenBridge Financial Group, LLC | 57,568 | $3.64M | 0.53% | −2,115−3.5% | Reduced |
| Fiduciary Alliance LLC | 63,958 | $3.64M | 0.25% | −2,372−3.6% | Reduced |
| American State Bank (Iowa) | 63,987 | $3.65M | 1.48% | +1,303+2.1% | Added |
| Triangle Securities Wealth Management | 64,206 | $3.66M | 0.73% | +250+0.4% | Added |
| Stonebridge Capital Advisors LLC | 64,237 | $3.66M | 0.23% | −466−0.7% | Reduced |
| SageView Advisory Group, LLC | 64,309 | $3.66M | 0.12% | −3,752−5.5% | Reduced |
| Cetera Trust Company, N.A | 64,468 | $3.67M | 1.84% | +325+0.5% | Added |
| Abacus Planning Group, Inc. | 64,583 | $3.68M | 0.45% | −435−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 64,609 | $3.68M | 0.16% | +580+0.9% | Added |
| MCF Advisors LLC | 64,618 | $3.68M | 0.13% | +2,674+4.3% | Added |
| Holderness Investments Co | 64,986 | $3.70M | 0.62% | −289−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 65,495 | $3.73M | 0.20% | +24,860+61.2% | Added |
| Change Path, LLC | 65,573 | $3.74M | 0.08% | −4,977−7.1% | Reduced |
| Park National Corp | 65,576 | $3.74M | 0.10% | −12,072−15.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 65,634 | $3.74M | 0.98% | +10.0% | Added |
| Emerald Investment Advisers, LLC | 65,774 | $3.75M | 0.25% | +31,105+89.7% | Added |
| GAM Holding AG | 66,056 | $3.76M | 0.29% | −5,638−7.9% | Reduced |
| Lighthouse Financial Services Inc | 64,614 | $3.77M | 0.79% | +248+0.4% | Added |
| Premier Path Wealth Partners, LLC | 66,237 | $3.77M | 0.43% | +7,084+12.0% | Added |
| Joel Isaacson & Co., LLC | 66,313 | $3.78M | 0.11% | +609+0.9% | Added |
| Harbour Capital Advisors, LLC | 63,333 | $3.78M | 0.69% | −13,935−18.0% | Reduced |
| HighPoint Advisor Group LLC | 66,561 | $3.79M | 0.13% | −1,452−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 67,059 | $3.82M | 0.02% | +6,573+10.9% | Added |
| Summit Global Investments | 67,455 | $3.84M | 0.21% | +2,423+3.7% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $3.85M | 0.10% | 00.0% | Unchanged |