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 |
|---|---|---|---|---|---|
| Trail Ridge Investment Advisors, LLC | 5,602 | $319.2K | 0.13% | +11+0.2% | Added |
| Plan Group Financial, LLC | 5,603 | $319.2K | 0.07% | −728−11.5% | Reduced |
| Wealth Analytics Partners, LLC | 5,267 | $319.3K | 0.12% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 5,606 | $319.4K | 0.10% | +110+2.0% | Added |
| Passive Capital Management, LLC. | 5,810 | $319.6K | 0.10% | −573−9.0% | Reduced |
| Trifecta Capital Advisors, LLC | 5,614 | $319.9K | 0.04% | +114+2.1% | Added |
| J. Derek Lewis & Associates Inc. | 5,618 | $320.1K | 0.06% | −18,392−76.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,620 | $320.2K | 0.05% | −486−8.0% | Reduced |
| Banyan Capital Management, Inc. | 5,625 | $320.5K | 0.14% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,627 | $320.6K | 0.02% | +14+0.2% | Added |
| BNB Wealth Management, LLC | 5,641 | $321.4K | 0.18% | −87−1.5% | Reduced |
| Flynn Zito Capital Management, LLC | 5,666 | $322.9K | 0.09% | +5+0.1% | Added |
| Hamilton Capital, LLC | 5,668 | $323.0K | 0.02% | +5,668 | New |
| Ironwood Investment Management LLC | 5,685 | $323.9K | 0.11% | −22−0.4% | Reduced |
| All Terrain Financial Advisors, LLC | 5,700 | $324.8K | 0.07% | +400+7.5% | Added |
| Clarus Group, Inc. | 5,714 | $325.6K | 0.11% | +21+0.4% | Added |
| Centric Wealth Management | 6,245 | $325.9K | 0.05% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 5,722 | $326.0K | 0.06% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 5,736 | $326.8K | 0.21% | −56,408−90.8% | Reduced |
| Paulson Wealth Management Inc. | 5,743 | $327.2K | 0.07% | +557+10.7% | Added |
| Byrne Asset Management LLC | 5,757 | $328.0K | 0.18% | 00.0% | Unchanged |
| Capital Investment Management, Inc. | 5,757 | $328.0K | 0.10% | −7−0.1% | Reduced |
| North Capital, Inc. | 5,759 | $328.2K | 0.25% | −57−1.0% | Reduced |
| Mission Financial Group, LLC | 5,765 | $328.5K | 0.27% | +5,765 | New |
| LifeGoal Wealth Advisors | 5,789 | $329.9K | 0.15% | +5,789 | New |
| Kagan Cocozza Asset Management | 5,790 | $329.9K | 0.21% | −143−2.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 23,701 | $330.1K | 0.06% | −44−0.2% | Reduced |
| Sage Rhino Capital LLC | 5,803 | $330.7K | 0.05% | +166+2.9% | Added |
| Toews Corp | 5,805 | $330.8K | 0.05% | +5,805 | New |
| Arthur M. Cohen & Associates, LLC | 5,808 | $331.0K | 0.05% | +28+0.5% | Added |
| Cannon Advisors, Inc. | 5,464 | $331.3K | 0.20% | +638+13.2% | Added |
| Flywheel Private Wealth LLC | 5,825 | $331.9K | 0.16% | 00.0% | Unchanged |
| Exchange Bank | 5,830 | $332.2K | 0.21% | +5,830 | New |
| MEMBERS Trust Co | 5,835 | $332.5K | 0.01% | −353−5.7% | Reduced |
| CWC Advisors, LLC. | 5,855 | $333.6K | 0.15% | −59−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 5,860 | $333.9K | 0.04% | +59+1.0% | Added |
| Centennial Wealth Advisory LLC | 5,867 | $334.3K | 0.07% | −50−0.8% | Reduced |
| Monument Capital Management | 5,868 | $334.3K | 0.07% | +453+8.4% | Added |
| D'Orazio & Associates, Inc. | 5,869 | $334.4K | 0.04% | +832+16.5% | Added |
| GatePass Capital, LLC | 5,871 | $334.5K | 0.13% | +420+7.7% | Added |
| Carter Financial Group, INC. | 5,874 | $334.7K | 0.17% | −239−3.9% | Reduced |
| Keystone Financial Planning, Inc. | 5,881 | $335.1K | 0.09% | 00.0% | Unchanged |
| Motco | 5,883 | $335.2K | 0.03% | +654+12.5% | Added |
| First United Bank Trust | 5,890 | $335.6K | 0.10% | +246+4.4% | Added |
| Alliance Wealth Advisors, LLC | 5,899 | $336.1K | 0.06% | 00.0% | Unchanged |
| Miramar Capital, LLC | 5,904 | $336.4K | 0.07% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 5,906 | $336.5K | 0.06% | +1,536+35.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 5,909 | $336.7K | 0.04% | −75,300−92.7% | Reduced |
| January Capital Advisors LLC | 5,915 | $337.1K | 0.28% | −71−1.2% | Reduced |
| Counterpoint Mutual Funds LLC | 5,920 | $337.3K | 0.03% | −197−3.2% | Reduced |
| J.E. Simmons & Co., P.C. | 5,921 | $337.4K | 0.19% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 5,922 | $337.4K | 0.08% | +5,922 | New |
| One Wealth Capital Management, LLC | 5,934 | $338.1K | 0.10% | +5,934 | New |
| Insight Wealth Strategies, LLC | 5,799 | $338.4K | 0.03% | −461−7.4% | Reduced |
| Osborne Partners Capital Management, LLC | 5,961 | $339.7K | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 5,976 | $340.5K | 0.05% | +355+6.3% | Added |
| Hamilton Point Investment Advisors, LLC | 5,980 | $340.7K | 0.05% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 5,985 | $341.0K | 0.09% | −37−0.6% | Reduced |
| 17 Capital Partners, LLC | 5,993 | $341.5K | 0.15% | +38+0.6% | Added |
| Lecap Asset Management Ltd | 6,005 | $342.2K | 0.15% | −6,249−51.0% | Reduced |
| Huntleigh Advisors, Inc. | 6,008 | $342.4K | 0.05% | +238+4.1% | Added |
| JCIC Asset Management Inc. | 7,025 | $342.5K | 0.10% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 6,011 | $342.5K | 0.12% | −99−1.6% | Reduced |
| Wincap Financial LLC | 6,011 | $342.5K | 0.18% | +832+16.1% | Added |
| McLaughlin Asset Management, Inc. | 6,015 | $342.8K | 0.24% | +71+1.2% | Added |
| Sterling Investment Advisors, Ltd. | 6,017 | $342.8K | 0.06% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 6,025 | $343.3K | 0.10% | −47−0.8% | Reduced |
| Forefront Wealth Partners, LLC | 6,030 | $343.6K | 0.11% | −309−4.9% | Reduced |
| LeClair Wealth Partners LLC | 6,030 | $343.6K | 0.18% | +6,030 | New |
| Resurgent Financial Advisors LLC | 6,032 | $343.7K | 0.10% | +1,018+20.3% | Added |
| Dover Advisors, LLC | 6,259 | $344.2K | 0.14% | 00.0% | Unchanged |
| Convergence Financial, LLC | 6,042 | $344.3K | 0.03% | +1,595+35.9% | Added |
| Willner & Heller, LLC | 6,045 | $344.5K | 0.22% | +29+0.5% | Added |
| Luts & Greenleigh Group, Inc | 6,074 | $346.1K | 0.26% | −131−2.1% | Reduced |
| Acorn Creek Capital LLC | 6,092 | $347.1K | 0.12% | +36+0.6% | Added |
| NorthStar Asset Management LLC | 6,094 | $347.2K | 0.14% | +18+0.3% | Added |
| Reston Wealth Management LLC | 6,097 | $347.4K | 0.09% | +1,857+43.8% | Added |
| Bulltick Wealth Management, LLC | 6,097 | $347.4K | 0.07% | −10,470−63.2% | Reduced |
| Northern Oak Wealth Management Inc | 6,098 | $347.5K | 0.04% | +79+1.3% | Added |
| Custom Index Systems, LLC | 6,106 | $347.9K | 0.13% | −20.0% | Reduced |
| Good Harbor Advisors, Inc. | 6,120 | $348.8K | 0.34% | +298+5.1% | Added |
| Southern Capital Advisors, LLC | 6,124 | $348.9K | 0.15% | +5+0.1% | Added |
| Granite Investment Partners, LLC | 6,125 | $349.0K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,129 | $349.3K | 0.03% | +6,129 | New |
| First National Bank | 6,137 | $349.7K | 0.14% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 6,138 | $349.7K | 0.11% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,141 | $349.9K | 0.09% | +71+1.2% | Added |
| Avid Wealth Partners LLC | 6,145 | $350.1K | 0.17% | −205−3.2% | Reduced |
| Vaughan David Investments LLC | 6,163 | $351.0K | 0.01% | 00.0% | Unchanged |
| Gerald Baker Financial Group LLC | 6,167 | $351.4K | 0.10% | +63+1.0% | Added |
| Royal Capital Wealth Management, LLC | 6,169 | $351.5K | 0.20% | +6+0.1% | Added |
| Meramec Financial Planners, LLC | 5,661 | $351.7K | 0.13% | −42−0.7% | Reduced |
| Connecticut Capital Management Group, LLC | 6,173 | $351.7K | 0.28% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6,179 | $352.1K | 0.08% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 6,181 | $352.3K | 0.08% | −72−1.2% | Reduced |
| Motive Wealth Advisors | 6,184 | $352.4K | 0.14% | +265+4.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 5,578 | $352.8K | 0.21% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 6,192 | $352.8K | 0.04% | −107−1.7% | Reduced |
| Commonwealth Financial Services, LLC | 6,198 | $353.1K | 0.05% | +1,124+22.2% | Added |
| Miller Capital Partners, Inc. | 6,208 | $353.7K | 0.14% | −1,012−14.0% | Reduced |