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: 9 institutions have reported holding BAC so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 12,766 | $727.4K | 0.01% | +393+3.2% | Added |
| Cottage Street Advisors LLC | 12,692 | $726.0K | 0.28% | +30.0% | Added |
| Benedict Financial Advisors Inc | 12,655 | $721.1K | 0.14% | −593−4.5% | Reduced |
| CM Wealth Advisors LLC | 12,648 | $720.7K | 0.13% | +100+0.8% | Added |
| Johnson Financial Group, Inc. | 12,621 | $719.1K | 0.02% | −1,592−11.2% | Reduced |
| Harvest Fund Management Co., Ltd | 12,620 | $719.0K | 0.02% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 12,616 | $718.8K | 0.25% | +15+0.1% | Added |
| Kazazian Asset Management, LLC | 12,595 | $717.7K | 0.64% | +12,595 | New |
| Hudock, Inc. | 12,589 | $717.4K | 0.09% | −221−1.7% | Reduced |
| Baron Wealth Management LLC | 12,586 | $717.1K | 0.19% | −57−0.5% | Reduced |
| Investors Research Corp | 12,577 | $716.6K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 12,536 | $714.3K | 0.31% | +3,804+43.6% | Added |
| Cascade Financial Partners, LLC | 12,531 | $714.0K | 0.06% | +1,391+12.5% | Added |
| Riversedge Advisors, LLC | 12,527 | $713.8K | 0.09% | +2,301+22.5% | Added |
| BlueStem Wealth Partners, LLC | 12,524 | $713.6K | 0.07% | +123+1.0% | Added |
| Rise Advisors, LLC | 12,509 | $712.8K | 0.20% | +198+1.6% | Added |
| Eagle Harbor Asset Management Inc | 12,498 | $712.1K | 0.56% | −2,177−14.8% | Reduced |
| Canvas Wealth Advisors, LLC | 12,464 | $710.2K | 0.10% | +102+0.8% | Added |
| Montis Financial, LLC | 12,432 | $708.4K | 0.14% | +197+1.6% | Added |
| Calton & Associates, Inc. | 12,423 | $707.8K | 0.10% | −4,268−25.6% | Reduced |
| Sheets Smith Wealth Management | 12,415 | $707.4K | 0.07% | +14+0.1% | Added |
| Sunflower Bank, N.A. | 12,404 | $706.8K | 0.17% | +769+6.6% | Added |
| Warwick Investment Management, Inc. | 12,403 | $706.7K | 0.08% | +716+6.1% | Added |
| Donaldson Capital Management, LLC | 12,374 | $705.1K | 0.02% | +12,374 | New |
| Red Door Wealth Management, LLC | 12,356 | $704.0K | 0.06% | +109+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12,352 | $703.8K | 0.15% | +46+0.4% | Added |
| Adamsbrown Wealth Consultants LLC | 12,331 | $702.6K | 0.13% | +37+0.3% | Added |
| Tradition Wealth Management, LLC | 12,323 | $702.2K | 0.04% | +613+5.2% | Added |
| Langley Wealth Management, LLC | 12,307 | $701.2K | 0.68% | +12,307 | New |
| Key Financial Inc | 12,264 | $698.8K | 0.11% | −6,606−35.0% | Reduced |
| Aberdeen Wealth Management LLC | 12,258 | $698.5K | 0.34% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 12,242 | $697.6K | 0.08% | +6,383+108.9% | Added |
| Bond & Devick Financial Network, Inc. | 12,234 | $697.1K | 0.17% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 12,232 | $697.0K | 0.03% | +533+4.6% | Added |
| Arista Wealth Management, LLC | 12,220 | $696.3K | 0.08% | +33+0.3% | Added |
| Altus Wealth Group LLC | 12,207 | $695.6K | 0.25% | −75−0.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 12,194 | $694.8K | 0.25% | +20+0.2% | Added |
| M.E. Allison & Co., Inc. | 12,189 | $694.5K | 0.40% | −18−0.1% | Reduced |
| Kingstone Capital Partners Texas, LLC | 12,189 | $694.5K | 0.37% | −23−0.2% | Reduced |
| Intrinsic Value Partners, LLC | 12,167 | $693.3K | 0.47% | −120−1.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,158 | $692.8K | 0.06% | +524+4.5% | Added |
| Ridgecrest Wealth Partners, LLC | 12,120 | $690.6K | 0.33% | +381+3.2% | Added |
| Financial Life Planners | 12,115 | $690.3K | 0.44% | +53+0.4% | Added |
| Pacific Sun Financial Corp | 12,101 | $689.5K | 0.28% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 12,073 | $687.9K | 0.03% | +624+5.5% | Added |
| New Covenant Trust Company, N.A. | 12,068 | $687.6K | 0.52% | +295+2.5% | Added |
| Curated Wealth Partners LLC | 12,051 | $686.7K | 0.08% | +2,646+28.1% | Added |
| Check Capital Management Inc | 12,038 | $685.9K | 0.04% | +60.0% | Added |
| Beta Wealth Group, Inc. | 12,033 | $685.7K | 0.26% | +105+0.9% | Added |
| Paragon Private Wealth Management, LLC | 12,028 | $685.4K | 0.18% | +1,020+9.3% | Added |
| Lantern Wealth Advisors, LLC | 12,020 | $684.9K | 0.31% | −2,633−18.0% | Reduced |
| Lederer & Associates Investment Counsel | 12,000 | $684.0K | 0.45% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 11,993 | $683.3K | 0.24% | −980−7.6% | Reduced |
| Harvey Investment Co LLC | 11,980 | $683.0K | 0.07% | 00.0% | Unchanged |
| Guardian Partners Inc. | 11,959 | $681.4K | 0.06% | −3,206−21.1% | Reduced |
| McHugh Group, LLC | 11,949 | $680.9K | 0.35% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 10,867 | $680.5K | 0.05% | −20−0.2% | Reduced |
| Permanent Capital Management, LP | 11,929 | $679.7K | 0.09% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,921 | $679.1K | 0.20% | −283−2.3% | Reduced |
| Essex Savings Bank | 11,906 | $678.3K | 0.15% | −97−0.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,900 | $678.1K | 0.07% | 00.0% | Unchanged |
| First Bank & Trust | 11,900 | $678.1K | 0.10% | −36−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,899 | $678.0K | 0.03% | +1,670+16.3% | Added |
| Paradigm Financial Partners, LLC | 11,875 | $676.6K | 0.06% | −10,217−46.2% | Reduced |
| Main Street Research LLC | 11,869 | $676.3K | 0.03% | −74−0.6% | Reduced |
| Maltin Wealth Management, Inc. | 11,857 | $675.6K | 0.23% | +176+1.5% | Added |
| Bank & Trust Co | 11,853 | $675.4K | 0.43% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 11,846 | $675.0K | 0.14% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 11,837 | $674.5K | 0.15% | +19+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 11,757 | $669.9K | 0.13% | +84+0.7% | Added |
| Thrive Wealth Management, LLC | 11,737 | $668.8K | 0.09% | −423−3.5% | Reduced |
| Valley National Advisers Inc | 11,735 | $668.7K | 0.07% | +560+5.0% | Added |
| Atlas Legacy Advisors, LLC | 11,981 | $668.6K | 0.10% | +3,560+42.3% | Added |
| IFG Advisors, LLC | 11,713 | $667.4K | 0.09% | +40.0% | Added |
| Five Oceans Advisors | 11,701 | $666.7K | 0.21% | +77+0.7% | Added |
| OneAscent Family Office, LLC | 11,685 | $665.8K | 0.34% | +1,465+14.3% | Added |
| Core Alternative Capital | 11,672 | $665.1K | 0.20% | +1,653+16.5% | Added |
| Tilson Financial Group, Inc. | 11,658 | $664.3K | 0.18% | +50+0.4% | Added |
| CLG LLC | 11,644 | $663.5K | 0.15% | +2,760+31.1% | Added |
| Curat Global, LLC | 11,615 | $661.8K | 0.56% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 11,610 | $661.5K | 0.06% | −514−4.2% | Reduced |
| Spartan Planning & Wealth Management | 11,599 | $660.9K | 0.44% | +11,599 | New |
| ABLE Financial Group, LLC | 11,594 | $660.6K | 0.11% | −374−3.1% | Reduced |
| Private Wealth Partners, LLC | 11,565 | $659.0K | 0.05% | +1,582+15.8% | Added |
| Fort Point Capital Partners LLC | 11,562 | $658.8K | 0.07% | −638−5.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,556 | $658.0K | 0.17% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 11,495 | $655.0K | 0.09% | −371−3.1% | Reduced |
| Planned Solutions, Inc. | 11,489 | $654.6K | 0.19% | +328+2.9% | Added |
| Vann Equity Management LLC | 11,466 | $653.4K | 0.40% | −69−0.6% | Reduced |
| SFMG, LLC | 11,455 | $652.7K | 0.04% | +218+1.9% | Added |
| Beacon Financial Advisory LLC | 11,445 | $652.1K | 0.13% | +731+6.8% | Added |
| Blueprint Financial Advisors LLC | 11,435 | $651.6K | 0.07% | +11,435 | New |
| Flatrock Wealth Partners LLC | 11,433 | $651.5K | 0.26% | +1,321+13.1% | Added |
| Berman McAleer LLC | 11,432 | $651.4K | 0.08% | +75+0.7% | Added |
| Sienna Gestion | 11,123 | $651.0K | 0.04% | +11,123 | New |
| Piedmont Capital Management, LLC | 11,421 | $650.8K | 0.40% | −5,798−33.7% | Reduced |
| OFS Enterprise LLC | 11,416 | $650.5K | 0.17% | +123+1.1% | Added |
| Wedge Capital Management L L P | 11,395 | $649.3K | 0.01% | −1,286−10.1% | Reduced |
| KG&L Capital Management,LLC | 11,385 | $648.7K | 0.39% | +461+4.2% | Added |
| Integris Wealth Management, LLC | 11,364 | $647.5K | 0.13% | +627+5.8% | Added |