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
- 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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 39,897 | $2.27M | 1.02% | +5,324+15.4% | Added |
| Smithfield Trust Co | 39,808 | $2.27M | 0.09% | −195−0.5% | Reduced |
| Woodward Diversified Capital, LLC | 39,668 | $2.26M | 1.00% | −647−1.6% | Reduced |
| CFS Investment Advisory Services, LLC | 38,443 | $2.26M | 0.15% | +788+2.1% | Added |
| American Trust | 39,612 | $2.26M | 0.17% | −4,877−11.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 39,579 | $2.26M | 0.56% | 00.0% | Unchanged |
| Fragasso Group Inc. | 39,523 | $2.25M | 0.12% | −635−1.6% | Reduced |
| Evolve Private Wealth, LLC | 39,404 | $2.25M | 0.14% | −18,740−32.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 39,243 | $2.24M | 0.50% | +64+0.2% | Added |
| North Dallas Bank & Trust Co | 39,202 | $2.23M | 1.32% | +196+0.5% | Added |
| Colonial Trust Advisors | 39,095 | $2.23M | 0.16% | +244+0.6% | Added |
| JT Stratford LLC | 39,095 | $2.23M | 0.24% | +3,095+8.6% | Added |
| Laurel Oak Wealth Management, LLC | 38,890 | $2.22M | 0.32% | +407+1.1% | Added |
| Guardian Wealth Advisors, LLC | 38,743 | $2.21M | 0.13% | −1,338−3.3% | Reduced |
| Hilltop Holdings Inc. | 38,630 | $2.20M | 0.18% | +393+1.0% | Added |
| Breakwater Capital Group | 38,628 | $2.20M | 0.26% | −1,251−3.1% | Reduced |
| FSM Wealth Advisors, LLC | 38,558 | $2.20M | 0.24% | +4,682+13.8% | Added |
| Pinnacle Holdings, LLC | 38,548 | $2.20M | 0.68% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 38,535 | $2.20M | 0.59% | −468−1.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 35,619 | $2.19M | 0.71% | −969−2.6% | Reduced |
| BCV Asset Management Inc. | 37,830 | $2.19M | 0.07% | −834,075−95.7% | Reduced |
| Clear Harbor Asset Management, LLC | 38,468 | $2.19M | 0.14% | −305−0.8% | Reduced |
| Quent Capital, LLC | 38,440 | $2.19M | 0.13% | −81−0.2% | Reduced |
| TLWM | 38,377 | $2.19M | 0.36% | −42−0.1% | Reduced |
| Boomfish Wealth Group, LLC | 38,180 | $2.18M | 0.99% | −73−0.2% | Reduced |
| Venturi Wealth Management, LLC | 38,138 | $2.17M | 0.08% | +692+1.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 38,061 | $2.17M | 0.34% | +302+0.8% | Added |
| Kessler Investment Group, LLC | 37,993 | $2.16M | 0.92% | −161−0.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 37,953 | $2.16M | 0.50% | −1,293−3.3% | Reduced |
| Lodestone Wealth Management LLC | 37,896 | $2.16M | 0.76% | −2,281−5.7% | Reduced |
| Sovereign Financial Group, Inc. | 37,867 | $2.16M | 0.33% | −1,340−3.4% | Reduced |
| Impax Asset Management Group plc | 37,840 | $2.16M | 0.01% | +1,647+4.6% | Added |
| Lazard Freres Gestion S.A.S. | 37,836 | $2.15M | 0.04% | −503−1.3% | Reduced |
| L2 Asset Management, LLC | 37,808 | $2.15M | 0.22% | −26,275−41.0% | Reduced |
| Argentarii, LLC | 33,651 | $2.15M | 0.65% | −6,018−15.2% | Reduced |
| Clear Wave Wealth Management LLC | 37,737 | $2.15M | 0.48% | +463+1.2% | Added |
| Capital Advisors Inc | 37,491 | $2.14M | 0.03% | −384−1.0% | Reduced |
| Advisory Alpha, LLC | 37,478 | $2.14M | 0.05% | +576+1.6% | Added |
| Bernicke Wealth Management, Ltd. | 37,416 | $2.13M | 0.25% | −1,313−3.4% | Reduced |
| Aspen Grove Capital, LLC | 37,359 | $2.13M | 0.31% | +180.0% | Added |
| VCI Wealth Management LLC | 37,355 | $2.13M | 0.53% | +3,183+9.3% | Added |
| Busey Wealth Management | 37,240 | $2.12M | 0.05% | +140.0% | Added |
| Central Pacific Bank - Trust Division | 37,135 | $2.12M | 0.22% | +102+0.3% | Added |
| Kovack Advisors, Inc. | 36,542 | $2.11M | 0.10% | +6,574+21.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,987 | $2.11M | 0.09% | −1,478−3.8% | Reduced |
| American Capital Advisory, LLC | 36,934 | $2.10M | 0.77% | −4,050−9.9% | Reduced |
| Howland Capital Management LLC | 36,836 | $2.10M | 0.08% | −1,312−3.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 36,832 | $2.10M | 0.58% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 36,831 | $2.10M | 0.26% | +29,981+437.7% | Added |
| Appleton Partners Inc | 36,745 | $2.09M | 0.13% | −711−1.9% | Reduced |
| Diligent Investors, LLC | 36,701 | $2.09M | 0.47% | +250+0.7% | Added |
| Jupiter Wealth Management LLC | 36,600 | $2.09M | 0.83% | +2,000+5.8% | Added |
| Lake Street Financial LLC | 36,593 | $2.09M | 0.24% | +250+0.7% | Added |
| BIP Wealth, LLC | 36,416 | $2.07M | 0.06% | +4,441+13.9% | Added |
| Aspiriant, LLC | 36,398 | $2.07M | 0.05% | +740+2.1% | Added |
| Meiji Yasuda Life Insurance Co | 36,380 | $2.07M | 0.07% | −2,014−5.2% | Reduced |
| Longfellow Investment Management Co LLC | 36,347 | $2.07M | 0.42% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 36,346 | $2.07M | 0.39% | +546+1.5% | Added |
| Fairtree Asset Management (Pty) Ltd | 36,333 | $2.07M | 0.79% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 36,404 | $2.07M | 0.41% | +2,577+7.6% | Added |
| Excelsior Advisor Network LLC | 36,142 | $2.06M | 0.27% | +6,735+22.9% | Added |
| Key Client Fiduciary Advisors, LLC | 36,096 | $2.06M | 0.60% | −228−0.6% | Reduced |
| EagleClaw Capital Managment, LLC | 35,900 | $2.05M | 0.27% | −15,239−29.8% | Reduced |
| Ausdal Financial Partners, Inc. | 35,857 | $2.04M | 0.08% | −896−2.4% | Reduced |
| Zhang Financial LLC | 35,794 | $2.04M | 0.06% | −436−1.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 35,741 | $2.04M | 0.07% | −2,102−5.6% | Reduced |
| Nwam LLC | 35,676 | $2.03M | 0.10% | −30,732−46.3% | Reduced |
| EPG Wealth Management LLC | 35,658 | $2.03M | 0.49% | +698+2.0% | Added |
| Mill Capital Management, LLC | 35,645 | $2.03M | 0.14% | +693+2.0% | Added |
| Armis Advisers, LLC | 33,901 | $2.03M | 0.19% | +3,855+12.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 35,491 | $2.02M | 0.24% | −17,725−33.3% | Reduced |
| RFG Advisory, LLC | 35,373 | $2.02M | 0.03% | +2,484+7.6% | Added |
| Chancellor Financial Group WB LP | 35,318 | $2.01M | 1.25% | +281+0.8% | Added |
| Orca Wealth Management, LLC | 35,087 | $2.00M | 1.20% | +179+0.5% | Added |
| Generation Capital Management LLC | 34,888 | $1.99M | 1.22% | +185+0.5% | Added |
| Purkiss Capital Advisors LLC | 34,866 | $1.99M | 0.76% | +1,355+4.0% | Added |
| Aviance Capital Partners, LLC | 34,769 | $1.98M | 0.21% | −250−0.7% | Reduced |
| Formidable Asset Management, LLC | 40,572 | $1.98M | 0.32% | −1,319−3.1% | Reduced |
| PW Nova Financial Services LLC | 34,649 | $1.97M | 0.42% | −97−0.3% | Reduced |
| Davis Investment Partners, LLC | 34,606 | $1.97M | 0.60% | +90.0% | Added |
| IMA Wealth, Inc. | 34,489 | $1.97M | 0.12% | +3,126+10.0% | Added |
| Teza Capital Management LLC | 34,480 | $1.96M | 3.79% | −237−0.7% | Reduced |
| Integrated Quantitative Investments LLC | 34,362 | $1.96M | 0.32% | −20,165−37.0% | Reduced |
| Schulhoff & Co Inc | 34,333 | $1.96M | 0.79% | −2,985−8.0% | Reduced |
| OneAscent Financial Services LLC | 34,325 | $1.96M | 0.09% | −4,018−10.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 34,317 | $1.96M | 1.05% | 00.0% | Unchanged |
| CX Institutional | 34,279 | $1.95M | 0.06% | +1,760+5.4% | Added |
| Aspen Investment Management Inc | 34,239 | $1.95M | 0.52% | −414−1.2% | Reduced |
| Bristlecone Value Partners, LLC | 34,234 | $1.95M | 1.57% | −10.0% | Reduced |
| Raelipskie Partnership | 34,219 | $1.95M | 0.74% | −100−0.3% | Reduced |
| StoneX Group Inc. | 34,108 | $1.94M | 0.08% | +4,144+13.8% | Added |
| BTG Pactual Asset Management US LLC | 34,104 | $1.94M | 0.15% | +23,726+228.6% | Added |
| Cyndeo Wealth Partners, LLC | 34,103 | $1.94M | 0.09% | +365+1.1% | Added |
| Patten Group, Inc. | 34,100 | $1.94M | 0.30% | −16,697−32.9% | Reduced |
| Concord Wealth Partners | 34,072 | $1.94M | 0.22% | +83+0.2% | Added |
| Winthrop Advisory Group LLC | 34,063 | $1.94M | 0.13% | +1,959+6.1% | Added |
| SkyOak Wealth, LLC | 33,987 | $1.94M | 0.32% | −1,098−3.1% | Reduced |
| Paragon Financial Partners, Inc. | 31,246 | $1.94M | 1.04% | +935+3.1% | Added |
| Johnson & White Wealth Management, LLC | 33,894 | $1.93M | 0.72% | −297−0.9% | Reduced |
| Princeton Capital Management LLC | 33,868 | $1.93M | 0.44% | −28−0.1% | Reduced |