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: 19 institutions have reported holding BAC so far. See Q3 2026
- Institutional holders
- 3,620
- +175 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
- 300
- 1,530 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 |
|---|---|---|---|---|---|
| Edgemoor Investment Advisors, Inc. | 8,031 | $457.6K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 8,029 | $457.5K | 0.06% | 00.0% | Unchanged |
| JM2 Capital Inc. | 8,024 | $457.2K | 0.31% | −130−1.6% | Reduced |
| WealthShield Partners, LLC | 8,017 | $456.8K | 0.07% | −12,195−60.3% | Reduced |
| Sanders Morris Harris LLC | 8,006 | $456.2K | 0.26% | −750−8.6% | Reduced |
| Argos Wealth Advisors, LLC | 8,000 | $455.8K | 0.12% | +406+5.3% | Added |
| Asset Advisors Investment Management, LLC | 7,990 | $455.3K | 0.04% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 7,992 | $455.0K | 0.05% | +1,750+28.0% | Added |
| Summit Wealth Group LLC | 7,976 | $454.5K | 0.04% | −583−6.8% | Reduced |
| Belleair Asset Management, LLC | 7,970 | $454.1K | 0.38% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,966 | $453.9K | 0.02% | −1,828−18.7% | Reduced |
| Keudell/Morrison Wealth Management | 7,966 | $453.9K | 0.09% | −206−2.5% | Reduced |
| Balboa Wealth Partners | 7,952 | $453.1K | 0.06% | +2,512+46.2% | Added |
| Chung Wu Investment Group, LLC | 7,950 | $453.0K | 0.30% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 7,948 | $452.9K | 0.23% | +875+12.4% | Added |
| AXA S.A. | 9,076 | $452.1K | 0.53% | −26,126−74.2% | Reduced |
| Sentinel Pension Advisors Inc | 7,379 | $452.1K | 0.06% | +152+2.1% | Added |
| Evermay Wealth Management LLC | 7,925 | $451.6K | 0.05% | −27−0.3% | Reduced |
| Marks Group Wealth Management, Inc | 7,922 | $451.4K | 0.04% | +247+3.2% | Added |
| PKS Advisory Services, LLC | 7,918 | $451.1K | 0.07% | +7,918 | New |
| WealthBridge Capital Management, LLC | 7,909 | $450.6K | 0.09% | +10+0.1% | Added |
| Maxele Advisors, LLC | 7,892 | $449.7K | 0.31% | +7,892 | New |
| Sunbeam Capital Management, LLC | 7,885 | $449.3K | 0.21% | +913+13.1% | Added |
| Vilga Financial Planning LLC | 7,882 | $449.1K | 0.34% | +166+2.2% | Added |
| Moran Wealth Management, LLC | 7,873 | $448.6K | 0.01% | −17,438−68.9% | Reduced |
| Radnor Capital Management, LLC | 7,865 | $448.1K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 7,837 | $446.6K | 0.05% | +583+8.0% | Added |
| Sonoma Allocations LLC | 7,641 | $446.4K | 0.19% | −1,182−13.4% | Reduced |
| New England Professional Planning Group Inc. | 7,816 | $445.4K | 0.17% | −985−11.2% | Reduced |
| Duncan Williams Asset Management, LLC | 7,799 | $444.4K | 0.10% | −91−1.2% | Reduced |
| Elgethun Capital Management | 7,770 | $442.8K | 0.06% | +502+6.9% | Added |
| Blalock Williams, LLC | 7,767 | $442.6K | 0.29% | +537+7.4% | Added |
| Romano Brothers and Company | 7,753 | $441.8K | 0.04% | −241−3.0% | Reduced |
| United Bank | 7,715 | $439.6K | 0.05% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,693 | $438.3K | 0.02% | +321+4.4% | Added |
| Altfest L J & Co Inc | 7,678 | $437.5K | 0.04% | −19−0.2% | Reduced |
| Encompass More Asset Management | 7,676 | $437.4K | 0.06% | −380−4.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 7,666 | $436.8K | 0.11% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7,660 | $436.5K | 0.06% | +118+1.6% | Added |
| Koenig Investment Advisory, LLC | 7,656 | $436.3K | 0.34% | +6+0.1% | Added |
| GK Wealth Management LLC | 7,655 | $436.2K | 0.26% | +7,655 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,653 | $436.1K | 0.10% | −491−6.0% | Reduced |
| Sterling Investment Counsel, LLC | 7,610 | $433.6K | 0.10% | −170−2.2% | Reduced |
| Elevated Capital Advisors, LLC | 7,601 | $433.1K | 0.12% | −3,315−30.4% | Reduced |
| Invera Wealth Advisors, LLC | 7,599 | $433.0K | 0.23% | +1,917+33.7% | Added |
| Pflug Koory, LLC | 7,580 | $431.9K | 0.17% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7,533 | $429.3K | 0.02% | −666−8.1% | Reduced |
| Capital Advisors, Ltd. LLC | 7,533 | $429.0K | 0.04% | −25−0.3% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 7,522 | $428.6K | 0.02% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 7,520 | $428.5K | 0.32% | −317−4.0% | Reduced |
| Hoxton Planning & Management, LLC | 7,515 | $428.2K | 0.11% | +263+3.6% | Added |
| Brio Consultants, LLC | 7,513 | $428.1K | 0.05% | +384+5.4% | Added |
| Greykasell Wealth Strategies, Inc. | 7,507 | $427.7K | 0.16% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 7,498 | $427.2K | 0.30% | −36−0.5% | Reduced |
| DDFG, Inc | 7,496 | $427.1K | 0.08% | −1,075−12.5% | Reduced |
| BlueChip Wealth Advisors LLC | 7,488 | $426.7K | 0.16% | −350−4.5% | Reduced |
| Investment Partners, Ltd. | 7,476 | $426.0K | 0.13% | +483+6.9% | Added |
| Concentrum Wealth Management | 7,452 | $424.6K | 0.10% | −788−9.6% | Reduced |
| Invenio Wealth Partners LLC | 7,449 | $424.4K | 0.15% | −33−0.4% | Reduced |
| Jag Capital Management, LLC | 7,442 | $424.0K | 0.04% | −2,604−25.9% | Reduced |
| Axis Wealth Partners, LLC | 7,438 | $423.8K | 0.20% | −2,343−24.0% | Reduced |
| Fortitude Family Office, LLC | 7,431 | $423.4K | 0.08% | +1,151+18.3% | Added |
| Addison Capital Co | 7,421 | $422.8K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,410 | $422.3K | 0.04% | −90−1.2% | Reduced |
| Stonebridge Financial Group, LLC | 7,405 | $421.9K | 0.03% | −233−3.1% | Reduced |
| Frederick Financial Consultants, LLC | 7,387 | $420.9K | 0.18% | +34+0.5% | Added |
| Index Fund Advisors, Inc. | 7,386 | $420.9K | 0.02% | −66−0.9% | Reduced |
| Wealthspan Partners, LLC | 7,381 | $420.6K | 0.13% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 7,378 | $420.4K | 0.06% | +111+1.5% | Added |
| BCS Wealth Management | 7,374 | $420.2K | 0.08% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 7,371 | $420.0K | 0.17% | −236−3.1% | Reduced |
| Fairscale Capital, LLC | 7,369 | $419.9K | 0.25% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 7,361 | $419.4K | 0.12% | +1,609+28.0% | Added |
| Chiron Capital Management, LLC | 7,352 | $418.9K | 0.38% | +7,352 | New |
| Mayfair Advisory Group, LLC | 6,749 | $418.8K | 0.13% | −2,685−28.5% | Reduced |
| Hummer Financial Advisory Services Inc | 7,347 | $418.6K | 0.28% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 6,794 | $418.4K | 0.04% | +95+1.4% | Added |
| Cora Capital Advisors LLC | 7,305 | $416.2K | 0.12% | −41−0.6% | Reduced |
| Bellevue Asset Management, LLC | 7,286 | $415.2K | 0.19% | −300−4.0% | Reduced |
| W Advisors, LLC | 7,285 | $415.1K | 0.19% | +132+1.8% | Added |
| TSFG, LLC | 7,283 | $415.0K | 0.05% | +30.0% | Added |
| Grant Private Wealth Management Inc | 7,281 | $414.8K | 0.17% | −395−5.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 7,272 | $414.4K | 0.10% | +136+1.9% | Added |
| Strategic Planning Group, LLC | 7,269 | $414.2K | 0.05% | −165−2.2% | Reduced |
| Chickasaw Capital Management LLC | 7,270 | $414.0K | 0.01% | −230−3.1% | Reduced |
| Lodestar Private Asset Management LLC | 7,254 | $413.3K | 0.04% | +12+0.2% | Added |
| Kraematon Investment Advisors, Inc | 7,252 | $413.2K | 0.31% | +30+0.4% | Added |
| Middleton & Co Inc | 7,249 | $413.0K | 0.04% | −100−1.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,231 | $412.0K | 0.02% | +1,400+24.0% | Added |
| Financial Perspectives, Inc | 7,192 | $409.8K | 0.10% | −24−0.3% | Reduced |
| Financial & Tax Architects, LLC | 7,181 | $409.2K | 0.09% | −506−6.6% | Reduced |
| NFP Retirement, Inc. | 7,179 | $409.0K | 0.02% | +1,081+17.7% | Added |
| Revisor Wealth Management LLC | 7,178 | $409.0K | 0.10% | +7,178 | New |
| Paladin Advisory Group, LLC | 7,171 | $408.6K | 0.27% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 7,166 | $408.3K | 0.09% | +1,130+18.7% | Added |
| Lakeshore Financial Planning, Inc. | 7,159 | $408.0K | 0.13% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 7,156 | $407.7K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,141 | $406.9K | 0.03% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 7,135 | $406.6K | 0.11% | 00.0% | Unchanged |
| First American Trust, FSB | 7,132 | $406.4K | 0.02% | +42+0.6% | Added |