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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Genesis Private Wealth, LLC | 6,332 | $360.8K | 0.10% | +207+3.4% | Added |
| Logan Capital Management Inc | 6,331 | $360.7K | 0.01% | +6,331 | New |
| Cove Private Wealth, LLC | 6,326 | $360.5K | 0.07% | +152+2.5% | Added |
| Koss-Olinger Consulting, LLC | 6,324 | $360.3K | 0.03% | −970−13.3% | Reduced |
| Morling Financial Advisors, LLC | 6,317 | $359.9K | 0.10% | +9+0.1% | Added |
| Ariston Services Group | 6,313 | $359.7K | 0.20% | +6,313 | Added |
| Ellsworth Advisors, LLC | 5,828 | $358.9K | 0.06% | −230−3.8% | Reduced |
| Emergent Wealth Advisors, LLC | 6,888 | $358.3K | 0.19% | +608+9.7% | Added |
| Eurizon SLJ Capital Ltd | 6,278 | $357.7K | 0.13% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 6,277 | $357.7K | 0.20% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 6,270 | $356.9K | 0.04% | +6,270 | New |
| Central Bank & Trust Co | 6,256 | $356.5K | 0.05% | +195+3.2% | Added |
| Snowwater Investment Partners, LLC | 6,252 | $356.2K | 0.25% | +223+3.7% | Added |
| NCP Inc. | 6,250 | $356.1K | 0.50% | −201−3.1% | Reduced |
| Putney Financial Group LLC | 6,240 | $355.6K | 0.32% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 6,234 | $355.2K | 0.07% | −339−5.2% | Reduced |
| BNC Wealth Management, LLC | 6,212 | $354.0K | 0.09% | −19−0.3% | Reduced |
| Miller Capital Partners, Inc. | 6,208 | $353.7K | 0.14% | −1,012−14.0% | Reduced |
| Commonwealth Financial Services, LLC | 6,198 | $353.1K | 0.05% | +1,124+22.2% | Added |
| Meridian Wealth Partners, LLC | 6,192 | $352.8K | 0.04% | −107−1.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 5,578 | $352.8K | 0.21% | 00.0% | Unchanged |
| Motive Wealth Advisors | 6,184 | $352.4K | 0.14% | +265+4.5% | Added |
| Kelly Financial Group LLC | 6,181 | $352.3K | 0.08% | −72−1.2% | Reduced |
| Private Wealth Management Group, LLC | 6,179 | $352.1K | 0.08% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 6,173 | $351.7K | 0.28% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 5,661 | $351.7K | 0.13% | −42−0.7% | Reduced |
| Royal Capital Wealth Management, LLC | 6,169 | $351.5K | 0.20% | +6+0.1% | Added |
| Gerald Baker Financial Group LLC | 6,167 | $351.4K | 0.10% | +63+1.0% | Added |
| Vaughan David Investments LLC | 6,163 | $351.0K | 0.01% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 6,145 | $350.1K | 0.17% | −205−3.2% | Reduced |
| Tucker Asset Management LLC | 6,141 | $349.9K | 0.09% | +71+1.2% | Added |
| Powell Investment Advisors, LLC | 6,138 | $349.7K | 0.11% | 00.0% | Unchanged |
| First National Bank | 6,137 | $349.7K | 0.14% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,129 | $349.3K | 0.03% | +6,129 | New |
| Granite Investment Partners, LLC | 6,125 | $349.0K | 0.02% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 6,124 | $348.9K | 0.15% | +5+0.1% | Added |
| Good Harbor Advisors, Inc. | 6,120 | $348.8K | 0.34% | +298+5.1% | Added |
| Custom Index Systems, LLC | 6,106 | $347.9K | 0.13% | −20.0% | Reduced |
| Northern Oak Wealth Management Inc | 6,098 | $347.5K | 0.04% | +79+1.3% | Added |
| Bulltick Wealth Management, LLC | 6,097 | $347.4K | 0.07% | −10,470−63.2% | Reduced |
| Reston Wealth Management LLC | 6,097 | $347.4K | 0.09% | +1,857+43.8% | Added |
| NorthStar Asset Management LLC | 6,094 | $347.2K | 0.14% | +18+0.3% | Added |
| Acorn Creek Capital LLC | 6,092 | $347.1K | 0.12% | +36+0.6% | Added |
| Luts & Greenleigh Group, Inc | 6,074 | $346.1K | 0.26% | −131−2.1% | Reduced |
| Willner & Heller, LLC | 6,045 | $344.5K | 0.22% | +29+0.5% | Added |
| Convergence Financial, LLC | 6,042 | $344.3K | 0.03% | +1,595+35.9% | Added |
| Dover Advisors, LLC | 6,259 | $344.2K | 0.14% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,032 | $343.7K | 0.10% | +1,018+20.3% | Added |
| LeClair Wealth Partners LLC | 6,030 | $343.6K | 0.18% | +6,030 | New |
| Forefront Wealth Partners, LLC | 6,030 | $343.6K | 0.11% | −309−4.9% | Reduced |
| Pines Wealth Management, LLC | 6,025 | $343.3K | 0.10% | −47−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,017 | $342.8K | 0.06% | 00.0% | Unchanged |
| McLaughlin Asset Management, Inc. | 6,015 | $342.8K | 0.24% | +71+1.2% | Added |
| Wincap Financial LLC | 6,011 | $342.5K | 0.18% | +832+16.1% | Added |
| Midwest Financial Group LLC | 6,011 | $342.5K | 0.12% | −99−1.6% | Reduced |
| JCIC Asset Management Inc. | 7,025 | $342.5K | 0.10% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 6,008 | $342.4K | 0.05% | +238+4.1% | Added |
| Lecap Asset Management Ltd | 6,005 | $342.2K | 0.15% | −6,249−51.0% | Reduced |
| 17 Capital Partners, LLC | 5,993 | $341.5K | 0.15% | +38+0.6% | Added |
| Valtinson Bruner Financial Planning LLC | 5,985 | $341.0K | 0.09% | −37−0.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,980 | $340.7K | 0.05% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 5,976 | $340.5K | 0.05% | +355+6.3% | Added |
| Osborne Partners Capital Management, LLC | 5,961 | $339.7K | 0.02% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 5,799 | $338.4K | 0.03% | −461−7.4% | Reduced |
| One Wealth Capital Management, LLC | 5,934 | $338.1K | 0.10% | +5,934 | New |
| Colton Groome Financial Advisors, LLC | 5,922 | $337.4K | 0.08% | +5,922 | New |
| J.E. Simmons & Co., P.C. | 5,921 | $337.4K | 0.19% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 5,920 | $337.3K | 0.03% | −197−3.2% | Reduced |
| January Capital Advisors LLC | 5,915 | $337.1K | 0.28% | −71−1.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 5,909 | $336.7K | 0.04% | −75,300−92.7% | Reduced |
| Grant Street Asset Management, Inc. | 5,906 | $336.5K | 0.06% | +1,536+35.1% | Added |
| Miramar Capital, LLC | 5,904 | $336.4K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,899 | $336.1K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 5,890 | $335.6K | 0.10% | +246+4.4% | Added |
| Motco | 5,883 | $335.2K | 0.03% | +654+12.5% | Added |
| Keystone Financial Planning, Inc. | 5,881 | $335.1K | 0.09% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 5,874 | $334.7K | 0.17% | −239−3.9% | Reduced |
| GatePass Capital, LLC | 5,871 | $334.5K | 0.13% | +420+7.7% | Added |
| D'Orazio & Associates, Inc. | 5,869 | $334.4K | 0.04% | +832+16.5% | Added |
| Monument Capital Management | 5,868 | $334.3K | 0.07% | +453+8.4% | Added |
| Centennial Wealth Advisory LLC | 5,867 | $334.3K | 0.07% | −50−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 5,860 | $333.9K | 0.04% | +59+1.0% | Added |
| CWC Advisors, LLC. | 5,855 | $333.6K | 0.15% | −59−1.0% | Reduced |
| MEMBERS Trust Co | 5,835 | $332.5K | 0.01% | −353−5.7% | Reduced |
| Exchange Bank | 5,830 | $332.2K | 0.21% | +5,830 | New |
| Flywheel Private Wealth LLC | 5,825 | $331.9K | 0.16% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 5,464 | $331.3K | 0.20% | +638+13.2% | Added |
| Arthur M. Cohen & Associates, LLC | 5,808 | $331.0K | 0.05% | +28+0.5% | Added |
| Toews Corp | 5,805 | $330.8K | 0.05% | +5,805 | New |
| Sage Rhino Capital LLC | 5,803 | $330.7K | 0.05% | +166+2.9% | Added |
| Mission Creek Capital Partners, Inc. | 23,701 | $330.1K | 0.06% | −44−0.2% | Reduced |
| Kagan Cocozza Asset Management | 5,790 | $329.9K | 0.21% | −143−2.4% | Reduced |
| LifeGoal Wealth Advisors | 5,789 | $329.9K | 0.15% | +5,789 | New |
| Mission Financial Group, LLC | 5,765 | $328.5K | 0.27% | +5,765 | New |
| North Capital, Inc. | 5,759 | $328.2K | 0.25% | −57−1.0% | Reduced |
| Capital Investment Management, Inc. | 5,757 | $328.0K | 0.10% | −7−0.1% | Reduced |
| Byrne Asset Management LLC | 5,757 | $328.0K | 0.18% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 5,743 | $327.2K | 0.07% | +557+10.7% | Added |
| Spahn Wealth & Retirement LLC | 5,736 | $326.8K | 0.21% | −56,408−90.8% | Reduced |
| McNamara Financial Services, Inc. | 5,722 | $326.0K | 0.06% | 00.0% | Unchanged |