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: 19 institutions have reported holding BAC so far. See Q3 2026
- Institutional holders
- 3,620
- +175 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
- 300
- 1,530 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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 105,423 | $6.01M | 0.15% | −1,814−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 105,695 | $6.02M | 0.40% | +51,572+95.3% | Added |
| Patton Albertson Miller Group, LLC | 105,857 | $6.03M | 0.60% | −664−0.6% | Reduced |
| Charter Trust Co | 105,936 | $6.04M | 0.32% | −243−0.2% | Reduced |
| Plancorp, LLC | 101,568 | $6.04M | 0.15% | +6,010+6.3% | Added |
| Harvey Capital Management Inc | 106,075 | $6.04M | 1.24% | −1,400−1.3% | Reduced |
| Sykon Capital LLC | 106,877 | $6.09M | 1.87% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 106,869 | $6.10M | 2.83% | −4,069−3.7% | Reduced |
| Phoenix Holdings Ltd. | 105,328 | $6.10M | 0.04% | −8,556−7.5% | Reduced |
| Boit C F David | 107,198 | $6.11M | 2.57% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 107,392 | $6.12M | 0.53% | +126+0.1% | Added |
| Weinberger Asset Management, Inc | 98,910 | $6.13M | 1.96% | +80+0.1% | Added |
| Syon Capital LLC | 107,743 | $6.14M | 0.27% | +11,662+12.1% | Added |
| Qsemble Capital Management, LP | 107,776 | $6.14M | 0.79% | −132,474−55.1% | Reduced |
| Morangie Management LLC | 107,797 | $6.14M | 5.10% | −779−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 107,831 | $6.14M | 0.42% | +922+0.9% | Added |
| Letson Investment Management, Inc. | 107,967 | $6.15M | 2.26% | −590−0.5% | Reduced |
| Vision Capital Management, Inc. | 108,417 | $6.18M | 0.71% | −16,213−13.0% | Reduced |
| Smartleaf Asset Management LLC | 106,782 | $6.18M | 0.20% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 108,548 | $6.19M | 0.48% | +108,548 | New |
| Fiduciary Group LLC | 108,615 | $6.19M | 0.49% | −360−0.3% | Reduced |
| Verdence Capital Advisors LLC | 108,615 | $6.19M | 0.33% | −4,197−3.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 108,963 | $6.21M | 0.25% | +1,770+1.7% | Added |
| LGT Fund Management Co Ltd. | 109,098 | $6.22M | 0.26% | −74,592−40.6% | Reduced |
| Embree Financial Group | 109,755 | $6.25M | 0.63% | +1,891+1.8% | Added |
| Oliver Luxxe Assets LLC | 109,812 | $6.26M | 0.92% | −2,072−1.9% | Reduced |
| Fulton Bank, N.A. | 110,171 | $6.28M | 0.19% | +795+0.7% | Added |
| BOCHK Asset Management Ltd | 110,500 | $6.30M | 0.99% | +45,500+70.0% | Added |
| TCW Group Inc | 110,598 | $6.30M | 0.04% | +1,472+1.3% | Added |
| Inlet Private Wealth, LLC | 110,919 | $6.32M | 1.54% | −8,000−6.7% | Reduced |
| Parallel Advisors, LLC | 110,965 | $6.32M | 0.10% | −4,225−3.7% | Reduced |
| Altrius Capital Management Inc | 111,404 | $6.35M | 1.21% | +1,688+1.5% | Added |
| Harvest Portfolios Group Inc. | 111,439 | $6.35M | 0.09% | −20,709−15.7% | Reduced |
| Catherine Avery Investment Management LLC | 111,573 | $6.36M | 2.78% | −2,925−2.6% | Reduced |
| Chicago Trust Co NA | 111,611 | $6.36M | 0.92% | +1,590+1.4% | Added |
| Hoey Investments, Inc | 111,641 | $6.36M | 0.84% | −16,024−12.6% | Reduced |
| Hoertkorn Richard Charles | 111,887 | $6.38M | 4.27% | −1,400−1.2% | Reduced |
| Alerus Financial NA | 112,533 | $6.41M | 0.28% | +18,329+19.5% | Added |
| PB Investment Partners, L.P. | 112,745 | $6.42M | 4.28% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 113,044 | $6.44M | 0.63% | +215+0.2% | Added |
| Meridian Investment Counsel Inc. | 113,224 | $6.45M | 1.38% | +30,975+37.7% | Added |
| Snowden Capital Advisors LLC | 113,442 | $6.46M | 0.15% | −2,522−2.2% | Reduced |
| Integrated Advisors Network LLC | 114,070 | $6.50M | 0.30% | +43,476+61.6% | Added |
| AustralianSuper Pty Ltd | 114,250 | $6.51M | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,822 | $6.54M | 0.10% | +3,598+3.2% | Added |
| Savvy Advisors, Inc. | 115,321 | $6.57M | 0.14% | +20,479+21.6% | Added |
| Sagespring Wealth Partners, LLC | 115,526 | $6.58M | 0.10% | +3,973+3.6% | Added |
| Catalytic Wealth RIA, LLC | 115,603 | $6.59M | 0.38% | −22,041−16.0% | Reduced |
| Resources Management Corp | 115,643 | $6.59M | 0.83% | −499−0.4% | Reduced |
| Means Investment Co., Inc. | 115,647 | $6.59M | 0.50% | −1,091−0.9% | Reduced |
| Sargent Investment Group, LLC | 115,727 | $6.59M | 0.79% | +3,470+3.1% | Added |
| We Are One Seven, LLC | 115,983 | $6.61M | 0.11% | +1,838+1.6% | Added |
| Strategic Blueprint, LLC | 116,690 | $6.65M | 0.33% | +23,768+25.6% | Added |
| Essex Financial Services, Inc. | 117,344 | $6.69M | 0.33% | −267−0.2% | Reduced |
| California First Leasing Corp | 117,500 | $6.70M | 1.42% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 118,490 | $6.75M | 1.15% | −3,497−2.9% | Reduced |
| Asset Planning Services Inc | 118,525 | $6.75M | 2.87% | −6,550−5.2% | Reduced |
| WoodTrust Financial Corp | 119,074 | $6.79M | 0.81% | +104,782+733.2% | Added |
| Baugh & Associates, LLC | 119,218 | $6.79M | 3.01% | −14,520−10.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 119,346 | $6.80M | 0.47% | −405−0.3% | Reduced |
| DCF Advisers, LLC | 119,500 | $6.81M | 1.78% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 119,595 | $6.82M | 1.72% | −150−0.1% | Reduced |
| Bank Ozk | 120,468 | $6.86M | 2.04% | +11,161+10.2% | Added |
| Patrick M Sweeney & Associates, Inc | 120,513 | $6.87M | 3.94% | −6,468−5.1% | Reduced |
| Steel Peak Wealth Management LLC | 120,627 | $6.87M | 0.18% | +13,387+12.5% | Added |
| Manatuck Hill Partners, LLC | 121,198 | $6.91M | 2.29% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 121,497 | $6.92M | 0.48% | +511+0.4% | Added |
| International Assets Investment Management, LLC | 335,120 | $6.93M | 0.41% | +8,492+2.6% | Added |
| Thompson Siegel & Walmsley LLC | 121,675 | $6.93M | 0.13% | −1,202−1.0% | Reduced |
| McGinn Investment Management, Inc. | 122,166 | $6.96M | 4.23% | −2,250−1.8% | Reduced |
| Montgomery Investment Management Inc | 122,983 | $7.01M | 2.13% | +30.0% | Added |
| Socorro Asset Management LP | 123,685 | $7.05M | 3.16% | −3,923−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 118,118 | $7.07M | 0.13% | −98−0.1% | Reduced |
| Lionhunter Capital Management, LLC | 124,502 | $7.09M | 3.20% | +124,502 | New |
| Gibraltar Capital Management, Inc. | 124,731 | $7.11M | 1.10% | +796+0.6% | Added |
| Principle Wealth Partners LLC | 124,832 | $7.11M | 0.35% | +3,588+3.0% | Added |
| Ascent Group, LLC | 125,408 | $7.15M | 0.21% | −1,893−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 125,712 | $7.16M | 0.26% | +11,281+9.9% | Added |
| Bretton Capital Management, LLC | 126,000 | $7.18M | 5.73% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 126,214 | $7.19M | 0.28% | +1,075+0.9% | Added |
| Polymer Capital Management (HK) LTD | 126,344 | $7.20M | 0.73% | +126,344 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 126,460 | $7.21M | 0.59% | −160−0.1% | Reduced |
| Viewpoint Capital Management LLC | 126,494 | $7.21M | 3.67% | −34,435−21.4% | Reduced |
| Hantz Financial Services, Inc. | 126,675 | $7.22M | 0.10% | +7,849+6.6% | Added |
| Pensionmark Financial Group, LLC | 146,345 | $7.23M | 0.12% | −50,487−25.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 126,924 | $7.23M | 0.14% | −32,137−20.2% | Reduced |
| Osterweis Capital Management Inc | 128,256 | $7.31M | 0.34% | +128,256 | New |
| Philip James Wealth Mangement, LLC | 128,412 | $7.32M | 0.82% | −4,759−3.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 128,910 | $7.35M | 1.36% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 129,349 | $7.37M | 0.09% | +1,024+0.8% | Added |
| Hudson Capital Management LLC | 129,585 | $7.38M | 1.79% | +695+0.5% | Added |
| Sigma Planning Corp | 130,572 | $7.44M | 0.19% | +16,561+14.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 130,924 | $7.46M | 1.11% | +130,924 | New |
| AlphaCore Capital LLC | 131,039 | $7.47M | 0.14% | −476−0.4% | Reduced |
| Rose Capital Advisors LLC | 131,295 | $7.48M | 4.01% | +131,295 | New |
| Princeton Global Asset Management LLC | 132,375 | $7.54M | 1.08% | +1,000+0.8% | Added |
| Mather Group, LLC. | 132,948 | $7.58M | 0.07% | +89,312+204.7% | Added |
| IHT Wealth Management, LLC | 133,236 | $7.59M | 0.16% | +1,717+1.3% | Added |
| Montag A & Associates Inc | 133,263 | $7.59M | 0.32% | −2,566−1.9% | Reduced |
| Lincluden Management Ltd | 133,646 | $7.62M | 0.75% | +816+0.6% | Added |