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; 3,619 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
- 3,619
- +174 vs. Q1 2026
- Shares held
- 5.37B
- +38.0M (+0.7%) vs. Q1 2026
- Total value
- $304.8B
- +$45.9B (+17.7%) vs. Q1 2026
- New holders
- 299
- 1,530 more added
- Sold out
- 125
- 1,355 more reduced
48 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 | 3,619 | $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 |
|---|---|---|---|---|---|
| Cornerstone Financial Management LLC | 3,901 | $222.3K | 0.18% | +304+8.5% | Added |
| Isthmus Partners, LLC | 3,902 | $222.3K | 0.02% | +3,902 | New |
| Chris Bulman Inc | 3,905 | $222.5K | 0.08% | +3,905 | New |
| McRae Capital Management Inc | 3,925 | $223.6K | 0.04% | +3,925 | New |
| Winslow Asset Management Inc | 3,930 | $224.0K | 0.04% | +3,930 | New |
| FMA Wealth Management, LLC | 3,932 | $224.0K | 0.14% | +3,932 | New |
| Quattro Advisors LLC | 3,940 | $224.5K | 0.15% | +3,940 | New |
| City Center Advisors, LLC | 3,943 | $224.7K | 0.18% | +3,943 | New |
| Am Investment Strategies LLC | 3,941 | $225.0K | 0.04% | +3,941 | New |
| Legacy Trust | 3,962 | $225.8K | 0.04% | +3,962 | New |
| McDaniel Terry & Co | 3,965 | $225.9K | 0.02% | +3,965 | New |
| Foguth Wealth Management, LLC. | 3,744 | $226.2K | 0.03% | −625−14.3% | Reduced |
| Kaizen Financial Strategies | 3,881 | $226.5K | 0.09% | +47+1.2% | Added |
| XY Planning Network, Inc. | 3,978 | $226.7K | 0.03% | +3,978 | New |
| Tenzing Financial LLC | 3,785 | $226.7K | 0.16% | +23+0.6% | Added |
| Harbour Trust & Investment Management Co | 3,982 | $226.9K | 0.02% | +3,982 | New |
| Schneider Downs Wealth Management Advisors, LP | 3,982 | $226.9K | 0.02% | +3,982 | New |
| A. D. Beadell Investment Counsel, Inc. | 4,000 | $227.0K | 0.15% | +4,000 | New |
| Granite Bay Wealth Management, LLC | 3,990 | $227.0K | 0.02% | +3,990 | New |
| Value Investment Professionals, LLC | 3,985 | $227.1K | 0.19% | +3,985 | New |
| Continental Investors Services, Inc. | 3,589 | $227.2K | 0.18% | +3,589 | New |
| Roberts Glore & Co Inc | 3,990 | $227.3K | 0.06% | +3,990 | New |
| Grey Fox Wealth Advisors, LLC | 3,992 | $227.4K | 0.04% | +3,992 | New |
| Kaydan Wealth Management, Inc. | 4,005 | $228.2K | 0.07% | +4,005 | New |
| Financial Symmetry Inc | 4,011 | $228.5K | 0.08% | +4,011 | New |
| FSA Advisors, Inc. | 4,007 | $228.6K | 0.10% | −406−9.2% | Reduced |
| Salomon & Ludwin, LLC | 3,923 | $228.9K | 0.02% | −794−16.8% | Reduced |
| Runnymede Capital Advisors, Inc. | 4,019 | $229.0K | 0.14% | +4,019 | New |
| Elite Life Management LLC | 3,635 | $229.9K | 0.27% | +3,635 | New |
| Golden Road Advisors LLC | 4,046 | $230.5K | 0.11% | +4,046 | New |
| Ridgewood Investments LLC | 4,051 | $230.8K | 0.09% | −100−2.4% | Reduced |
| Fiduciary Wealth Partners, LLC | 4,052 | $230.9K | 0.13% | +4,052 | New |
| Innova Wealth Partners | 4,052 | $230.9K | 0.10% | +4,052 | New |
| A4 Wealth Advisors LLC | 4,052 | $230.9K | 0.16% | −2,095−34.1% | Reduced |
| Cadinha & Co LLC | 4,062 | $231.5K | 0.03% | +4,062 | New |
| Advisory Advocates, LLC | 4,084 | $232.7K | 0.20% | +4,084 | New |
| Joseph P. Lucia & Associates, LLC | 4,084 | $232.7K | 0.07% | +4,084 | New |
| Navigate Wealth Management, LLC | 3,802 | $232.9K | 0.14% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 4,090 | $233.0K | 0.05% | −37−0.9% | Reduced |
| VVR Holdings LLC | 4,105 | $233.9K | 0.10% | +4,105 | New |
| Absher Wealth Management, LLC | 4,110 | $234.2K | 0.03% | +4,110 | New |
| Clearwater Capital Advisors, LLC | 4,122 | $234.9K | 0.02% | +4,122 | New |
| ZRC Wealth Management, LLC | 4,129 | $235.3K | 0.07% | +449+12.2% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,213 | $235.4K | 0.02% | −14−0.3% | Reduced |
| Tortoise Investment Management, LLC | 4,134 | $235.6K | 0.02% | +4,134 | New |
| Barry Investment Advisors, LLC | 4,135 | $235.6K | 0.05% | −138−3.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,136 | $235.7K | 0.04% | −131−3.1% | Reduced |
| Tripletail Wealth Management, LLC | 4,013 | $235.7K | 0.27% | 00.0% | Unchanged |
| Apollon Financial, LLC | 4,137 | $235.7K | 0.03% | +4,137 | New |
| Hidden Cove Wealth Management, LLC | 4,137 | $235.7K | 0.13% | +4,137 | New |
| TSA Wealth Managment LLC | 4,153 | $236.6K | 0.07% | 00.0% | Unchanged |
| waypoint wealth counsel | 4,157 | $236.9K | 0.15% | −3,323−44.4% | Reduced |
| Tidemark, LLC | 4,164 | $237.2K | 0.05% | +32+0.8% | Added |
| Eastover Investment Advisors LLC | 4,170 | $237.6K | 0.09% | −300−6.7% | Reduced |
| Cardinal Capital Management, Inc. | 4,175 | $237.9K | 0.01% | −1,160−21.7% | Reduced |
| Intelligence Driven Advisers, LLC | 4,180 | $238.2K | 0.04% | +4,180 | New |
| Synergy Financial Group, LTD | 4,190 | $238.7K | 0.17% | +49+1.2% | Added |
| Rock Point Advisors, LLC | 4,193 | $238.9K | 0.06% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 4,200 | $239.3K | 0.06% | +4,200 | New |
| Northstar Group, Inc. | 4,215 | $240.1K | 0.03% | −339−7.4% | Reduced |
| Center for Financial Planning, Inc. | 4,217 | $240.3K | 0.02% | −420−9.1% | Reduced |
| Gray Private Wealth, LLC | 4,230 | $241.0K | 0.10% | −59−1.4% | Reduced |
| ODonnell Financial Services, LLC | 4,238 | $241.5K | 0.07% | +4,238 | New |
| De Burlo Group Inc | 4,248 | $242.1K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 4,265 | $243.0K | 0.04% | +4,265 | New |
| Shum Financial Group, Inc. | 4,267 | $243.1K | 0.15% | +4,267 | New |
| Prossimo Advisors, LLC | 4,287 | $244.3K | 1.41% | −348−7.5% | Reduced |
| Brendel Financial Advisors LLC | 4,291 | $244.5K | 0.11% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 4,309 | $245.5K | 0.12% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 4,319 | $246.1K | 0.12% | −59−1.3% | Reduced |
| Twelve Points Wealth Management LLC | 4,326 | $246.5K | 0.05% | −87−2.0% | Reduced |
| Ducere Wealth Management LLC | 4,329 | $246.7K | 0.07% | +4,329 | New |
| Allegiance Financial Group Advisory Services LLC | 4,331 | $246.8K | 0.04% | −192−4.2% | Reduced |
| SageGuard Financial Group, LLC | 4,332 | $246.8K | 0.03% | +125+3.0% | Added |
| Satovsky Asset Management LLC | 4,336 | $247.1K | 0.04% | +4,336 | New |
| Patriot Investment Management Inc. | 4,337 | $247.1K | 0.01% | +10.0% | Added |
| Mullaney, Keating & Wright, Inc. | 4,340 | $247.3K | 0.12% | +10.0% | Added |
| Thayer Partners, LLC | 4,343 | $247.4K | 0.10% | +4,343 | New |
| Requisite Capital Management, LLC | 4,349 | $247.8K | 0.04% | −10−0.2% | Reduced |
| Summit Wealth Group, LLC | 4,359 | $248.4K | 0.05% | −116−2.6% | Reduced |
| JSF Financial, LLC | 4,362 | $248.6K | 0.04% | −144−3.2% | Reduced |
| Baring Financial LLC | 4,362 | $248.6K | 0.14% | +117+2.8% | Added |
| Taylor Financial Group, Inc. | 4,363 | $248.6K | 0.14% | 00.0% | Unchanged |
| Tamar Securities, LLC | 4,363 | $248.6K | 0.02% | +4,363 | New |
| Burk Holdings LLC | 4,365 | $248.7K | 0.09% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 4,366 | $248.8K | 0.11% | +4,366 | New |
| Smith & Howard Wealth Management, LLC | 4,369 | $248.9K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,376 | $249.0K | 0.03% | −187−4.1% | Reduced |
| Collaborative Fund Advisors, LLC | 4,382 | $249.7K | 0.15% | +4,382 | New |
| Wagner Wealth Management, LLC | 4,384 | $249.8K | 0.05% | +112+2.6% | Added |
| ELCO Management Co., LLC | 4,387 | $250.0K | 0.11% | −2,061−32.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 4,389 | $250.1K | 0.07% | +40+0.9% | Added |
| Norway Savings Bank | 4,393 | $250.3K | 0.10% | 00.0% | Unchanged |
| Congress Park Capital LLC | 4,395 | $250.4K | 0.07% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 4,410 | $251.3K | 0.10% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 4,411 | $251.3K | 0.28% | +4+0.1% | Added |
| Wealth Advisory Solutions, LLC | 4,412 | $251.4K | 0.05% | −272−5.8% | Reduced |
| Monte Financial Group, LLC | 4,064 | $251.8K | 0.08% | +4,064 | New |
| Dumont & Blake Investment Advisors LLC | 4,421 | $251.9K | 0.06% | −335−7.0% | Reduced |
| Northland Securities, Inc. | 4,425 | $252.1K | 0.15% | 00.0% | Unchanged |