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 |
|---|---|---|---|---|---|
| Madson Wealth Advisors Inc | 4,429 | $252.4K | 0.17% | +4,429 | New |
| Spectrum Investment Advisors, Inc. | 4,430 | $252.4K | 0.10% | +4,430 | New |
| Eclectic Associates Inc | 4,434 | $252.7K | 0.03% | −403−8.3% | Reduced |
| Riverview Capital Advisers, LLC | 4,445 | $253.3K | 0.07% | +21+0.5% | Added |
| MontVue Capital Management, Inc. | 4,449 | $253.5K | 0.15% | +25+0.6% | Added |
| Hudson Bay Capital Management LP | 4,451 | $253.6K | 0.00% | −6,290−58.6% | Reduced |
| Bensler, LLC | 4,472 | $254.8K | 0.02% | −244−5.2% | Reduced |
| Sightline Wealth Advisors, LLC | 4,472 | $254.8K | 0.09% | +140+3.2% | Added |
| Innovative Wealth Building LLC | 4,488 | $255.7K | 0.15% | −289−6.0% | Reduced |
| Monetary Management Group Inc | 4,500 | $256.4K | 0.05% | −700−13.5% | Reduced |
| Barnes Wealth Management Group, Inc | 4,504 | $256.6K | 0.12% | +4,504 | New |
| Peak Retirement Planning, Inc. | 4,508 | $256.9K | 0.04% | +4,508 | New |
| Compass Ion Advisors, LLC | 4,519 | $257.5K | 0.02% | −172−3.7% | Reduced |
| Fortis Capital Management LLC | 4,523 | $257.7K | 0.03% | +4,523 | New |
| Kondo Wealth Advisors, Inc. | 4,523 | $257.8K | 0.09% | −2,605−36.5% | Reduced |
| Round Hill Asset Management | 4,524 | $257.8K | 0.16% | −450−9.0% | Reduced |
| Disciplined Investments, LLC | 4,525 | $257.9K | 0.08% | +20.0% | Added |
| Acorns Advisers, LLC | 4,529 | $258.0K | 0.00% | −197−4.2% | Reduced |
| Collar Capital Management, LLC | 4,530 | $258.1K | 0.15% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 4,531 | $258.2K | 0.07% | −436−8.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,534 | $258.3K | 0.04% | +4,534 | New |
| Global Strategic Investment Solutions, LLC | 4,547 | $259.1K | 0.02% | +149+3.4% | Added |
| PFG Private Wealth Management, LLC | 4,556 | $259.6K | 0.11% | +317+7.5% | Added |
| Fidelity D & D Bancorp Inc | 4,566 | $260.2K | 0.09% | +4,566 | New |
| Panoramic Capital Partners, LLC | 4,574 | $260.6K | 0.12% | −118−2.5% | Reduced |
| Matrix Private Capital Group LLC | 4,589 | $261.5K | 0.11% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 4,591 | $261.6K | 0.05% | −735−13.8% | Reduced |
| Blue Capital, Inc. | 4,593 | $261.7K | 0.17% | −30,144−86.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,436 | $262.8K | 0.08% | −10,815−81.6% | Reduced |
| Millstone Evans Group, LLC | 4,614 | $262.9K | 0.14% | −8,538−64.9% | Reduced |
| Phocas Financial Corp. | 4,640 | $264.4K | 0.04% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 4,645 | $264.7K | 0.05% | −137−2.9% | Reduced |
| ATLas Financial Planning LLC | 4,645 | $264.7K | 0.21% | 00.0% | Unchanged |
| Farmers National Bank | 4,654 | $265.2K | 0.06% | −399−7.9% | Reduced |
| Heritage Investment Group, Inc. | 4,655 | $265.2K | 0.04% | +5+0.1% | Added |
| ERn Financial, LLC | 4,656 | $265.3K | 0.04% | 00.0% | Unchanged |
| 5T Wealth, LLC | 4,661 | $265.6K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 4,660 | $266.0K | 0.03% | −14−0.3% | Reduced |
| 1492 Capital Management LLC | 4,669 | $266.0K | 0.08% | −183−3.8% | Reduced |
| Scarborough Advisors, LLC | 4,770 | $267.2K | 0.03% | −9−0.2% | Reduced |
| Accelerate Investment Advisors LLC | 4,691 | $267.3K | 0.15% | −20−0.4% | Reduced |
| Braun-Bostich & Associates Inc. | 4,704 | $268.0K | 0.15% | +4,704 | New |
| V. M. Manning & Co., Inc. | 4,712 | $268.5K | 0.23% | +4,712 | New |
| AMG Asset Management Group, Inc. | 4,716 | $268.7K | 0.17% | +226+5.0% | Added |
| Security Financial Services, INC. | 4,720 | $268.9K | 0.04% | +369+8.5% | Added |
| Pettee Investors, Inc. | 4,721 | $269.0K | 0.13% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,737 | $269.9K | 0.11% | +485+11.4% | Added |
| Kelly Financial Services LLC | 4,737 | $269.9K | 0.06% | −16−0.3% | Reduced |
| Financial Consulate, Inc | 4,741 | $270.2K | 0.03% | +181+4.0% | Added |
| Cottonwood Capital Advisors, LLC | 4,751 | $270.7K | 0.16% | +13+0.3% | Added |
| CWS Financial Advisors, LLC | 4,755 | $270.9K | 0.06% | +27+0.6% | Added |
| Canal Capital Management, LLC | 4,758 | $271.1K | 0.03% | +319+7.2% | Added |
| Sage Private Wealth Group, LLC | 4,760 | $271.2K | 0.12% | +40+0.8% | Added |
| Annandale Capital, LLC | 4,780 | $272.0K | 0.04% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 4,768 | $272.0K | 0.12% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 4,776 | $272.1K | 0.18% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 4,784 | $272.6K | 0.25% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,796 | $273.3K | 0.07% | +23+0.5% | Added |
| RAM Investment Partners, LLC | 4,810 | $274.1K | 0.04% | +116+2.5% | Added |
| Lionshead Wealth Management, LLC | 4,821 | $274.7K | 0.18% | −148−3.0% | Reduced |
| King Wealth | 4,832 | $275.0K | 0.03% | +546+12.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,831 | $275.3K | 0.07% | +7+0.1% | Added |
| Parkwoods Wealth Partners, LLC | 4,831 | $275.3K | 0.04% | +4,831 | New |
| Nicholson Wealth Management Group, LLC | 4,832 | $275.3K | 0.16% | 00.0% | Unchanged |
| Flagstone Financial Management | 4,836 | $275.5K | 0.06% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 4,837 | $275.6K | 0.04% | −151−3.0% | Reduced |
| AXS Investments LLC | 4,837 | $275.6K | 0.08% | −923−16.0% | Reduced |
| Cascade Investment Group, Inc. | 4,839 | $275.7K | 0.15% | +10.0% | Added |
| CogentBlue Wealth Advisors, LLC | 4,839 | $275.7K | 0.16% | +125+2.7% | Added |
| Corrado Advisors, LLC | 4,846 | $276.1K | 0.13% | +684+16.4% | Added |
| Campion Asset Management LLC | 4,847 | $276.2K | 0.17% | +71+1.5% | Added |
| Goldenstone Wealth Management LLC | 4,848 | $276.2K | 0.18% | −646−11.8% | Reduced |
| 4WEALTH Advisors, Inc. | 4,773 | $276.3K | 0.21% | +87+1.9% | Added |
| Sachetta, LLC | 4,851 | $276.4K | 0.13% | −2,738−36.1% | Reduced |
| Lakeridge Wealth Management LLC | 4,852 | $276.5K | 0.10% | +178+3.8% | Added |
| MN Wealth Advisors, LLC | 4,860 | $276.9K | 0.12% | +549+12.7% | Added |
| Roble, Belko & Company, Inc | 4,877 | $278.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,889 | $278.6K | 0.05% | +168+3.6% | Added |
| BSW Wealth Partners | 4,899 | $279.1K | 0.03% | −193−3.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 4,907 | $279.6K | 0.12% | −1,037−17.4% | Reduced |
| Detalus Advisors, LLC | 4,912 | $279.9K | 0.05% | +3+0.1% | Added |
| Hill Island Financial LLC | 4,915 | $280.0K | 0.06% | −6−0.1% | Reduced |
| Steinberganna Wealth Management | 4,922 | $280.4K | 0.11% | +37+0.8% | Added |
| First Western Trust Bank | 4,924 | $280.6K | 0.01% | +67+1.4% | Added |
| Washington Trust Advisors, Inc. | 4,931 | $281.0K | 0.02% | −356−6.7% | Reduced |
| Everest Management Corp. | 4,935 | $281.2K | 0.10% | +124+2.6% | Added |
| KFA Private Wealth Group, LLC | 4,941 | $281.6K | 0.07% | −694−12.3% | Reduced |
| Catalyst Investment Management LLC | 4,947 | $281.9K | 0.26% | +857+21.0% | Added |
| Provenance Wealth Advisors, LLC | 4,953 | $282.2K | 0.03% | +555+12.6% | Added |
| Prosperity Planning, Inc. | 4,956 | $282.4K | 0.06% | +4,956 | New |
| LaSalle St. Investment Advisors, LLC | 4,962 | $282.7K | 0.03% | +223+4.7% | Added |
| LFA - Lugano Financial Advisors SA | 4,971 | $283.2K | 0.17% | +400+8.8% | Added |
| DecisionMap Wealth Management, LLC | 4,974 | $283.4K | 0.16% | +4,974 | New |
| Texas Bank & Trust Co | 4,982 | $283.9K | 0.09% | −75−1.5% | Reduced |
| Plan A Wealth LLC | 4,987 | $284.1K | 0.12% | −330−6.2% | Reduced |
| Private Wealth Group, LLC | 4,993 | $284.5K | 0.11% | +4,993 | New |
| Harfst & Associates, Inc. | 5,002 | $285.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 5,003 | $285.1K | 0.08% | +10.0% | Added |
| CoreFirst Bank & Trust | 5,012 | $285.6K | 0.14% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,020 | $286.0K | 0.04% | 00.0% | Unchanged |