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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 6,245 | $325.9K | 0.05% | 00.0% | Unchanged |
| Clarus Group, Inc. | 5,714 | $325.6K | 0.11% | +21+0.4% | Added |
| All Terrain Financial Advisors, LLC | 5,700 | $324.8K | 0.07% | +400+7.5% | Added |
| Ironwood Investment Management LLC | 5,685 | $323.9K | 0.11% | −22−0.4% | Reduced |
| Hamilton Capital, LLC | 5,668 | $323.0K | 0.02% | +5,668 | New |
| Flynn Zito Capital Management, LLC | 5,666 | $322.9K | 0.09% | +5+0.1% | Added |
| BNB Wealth Management, LLC | 5,641 | $321.4K | 0.18% | −87−1.5% | Reduced |
| Cardiff Park Advisors, LLC | 5,627 | $320.6K | 0.02% | +14+0.2% | Added |
| Banyan Capital Management, Inc. | 5,625 | $320.5K | 0.14% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 5,620 | $320.2K | 0.05% | −486−8.0% | Reduced |
| J. Derek Lewis & Associates Inc. | 5,618 | $320.1K | 0.06% | −18,392−76.6% | Reduced |
| Trifecta Capital Advisors, LLC | 5,614 | $319.9K | 0.04% | +114+2.1% | Added |
| Passive Capital Management, LLC. | 5,810 | $319.6K | 0.10% | −573−9.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,606 | $319.4K | 0.10% | +110+2.0% | Added |
| Wealth Analytics Partners, LLC | 5,267 | $319.3K | 0.12% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 5,603 | $319.2K | 0.07% | −728−11.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,602 | $319.2K | 0.13% | +11+0.2% | Added |
| MFA Wealth Services | 5,593 | $318.7K | 0.19% | −84−1.5% | Reduced |
| Sage Investment Advisers LLC | 5,587 | $318.4K | 0.21% | +6+0.1% | Added |
| Saxon Interests, Inc. | 5,578 | $317.8K | 0.09% | +95+1.7% | Added |
| RTD Financial Advisors, Inc. | 5,578 | $317.8K | 0.03% | +1,147+25.9% | Added |
| Atlantic Trust, LLC | 5,577 | $317.8K | 0.04% | −2,185−28.1% | Reduced |
| Mars Jewett Financial Group, Inc. | 5,574 | $317.6K | 0.06% | +5,574 | New |
| Yoffe Investment Management, LLC | 5,573 | $317.6K | 0.36% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 5,564 | $317.1K | 0.10% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 5,561 | $316.9K | 0.05% | +878+18.7% | Added |
| St. Clair Advisors, LLC | 5,560 | $316.8K | 0.08% | 00.0% | Unchanged |
| Skba Capital Management LLC | 5,550 | $316.2K | 0.05% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 5,548 | $316.1K | 0.05% | +1,400+33.8% | Added |
| Lynx Investment Advisory | 5,544 | $315.9K | 0.10% | −543−8.9% | Reduced |
| Seven Mile Advisory | 5,536 | $315.5K | 0.21% | −92−1.6% | Reduced |
| Mainsail Asset Management, LLC | 5,144 | $315.2K | 0.12% | +5,144 | New |
| Richardson Financial Services Inc. | 5,528 | $315.0K | 0.18% | −2,273−29.1% | Reduced |
| Nemes Rush Group LLC | 5,507 | $313.8K | 0.03% | +6+0.1% | Added |
| Hall Laurie J Trustee | 5,507 | $313.8K | 0.10% | 00.0% | Unchanged |
| TL Private Wealth | 5,240 | $313.7K | 0.12% | +10.0% | Added |
| Seldon Capital LP | 5,502 | $313.5K | 0.10% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,501 | $313.4K | 0.05% | −164,447−96.8% | Reduced |
| One Day In July LLC | 5,498 | $313.3K | 0.02% | +5,498 | New |
| Ballast Advisors LLC | 5,489 | $312.8K | 0.07% | −226−4.0% | Reduced |
| Massachusetts Institute of Technology | 5,486 | $312.6K | 0.04% | +5,486 | New |
| Financial Guidance Group, Inc. | 5,485 | $312.5K | 0.12% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,450 | $310.5K | 0.23% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5,450 | $310.5K | 0.17% | +18+0.3% | Added |
| Syntax Research, Inc. | 5,436 | $309.7K | 0.23% | +7+0.1% | Added |
| Principal Street Partners, LLC | 5,433 | $309.6K | 0.05% | +853+18.6% | Added |
| Asset Planning,Inc | 5,432 | $309.5K | 0.20% | +20+0.4% | Added |
| Bangor Savings Bank | 5,426 | $309.2K | 0.02% | −874−13.9% | Reduced |
| Aletheian Wealth Advisors LLC | 5,422 | $308.9K | 0.13% | +542+11.1% | Added |
| Quad-Cities Investment Group, LLC | 5,415 | $308.5K | 0.11% | +5+0.1% | Added |
| Glen Eagle Advisors, LLC | 5,397 | $307.5K | 0.04% | +352+7.0% | Added |
| Pacific Center for Financial Services | 5,394 | $307.4K | 0.07% | −75−1.4% | Reduced |
| Latash Investments, LLC | 5,394 | $307.4K | 0.23% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 5,380 | $306.6K | 0.04% | −16,300−75.2% | Reduced |
| Allen Investment Management LLC | 5,364 | $305.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5,360 | $305.4K | 0.06% | −1,022−16.0% | Reduced |
| Nexus Investment Management ULC | 5,350 | $304.8K | 0.04% | 00.0% | Unchanged |
| My Personal CFO, LLC | 5,346 | $304.6K | 0.12% | −1,340−20.0% | Reduced |
| Elmwood Wealth Management, Inc. | 5,338 | $304.2K | 0.08% | +267+5.3% | Added |
| MinichMacGregor Wealth Management, LLC | 5,335 | $304.0K | 0.05% | +21+0.4% | Added |
| GSG Advisors LLC | 5,331 | $303.8K | 0.07% | +81+1.5% | Added |
| Guerra Pan Advisors, LLC | 5,329 | $303.6K | 0.17% | −142−2.6% | Reduced |
| Wagner Wealth Management, Corp | 5,328 | $303.6K | 0.25% | +4+0.1% | Added |
| Yukon Wealth Management, Inc. | 5,326 | $303.5K | 0.09% | +5,326 | New |
| Sand Hill Global Advisors, LLC | 5,313 | $302.7K | 0.01% | −108−2.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,311 | $302.6K | 0.08% | −188−3.4% | Reduced |
| Eagle Wealth Advisors LLC | 5,309 | $302.5K | 0.23% | +513+10.7% | Added |
| Arrowroot Family Office, LLC | 5,308 | $302.5K | 0.09% | +893+20.2% | Added |
| Mosley Wealth Management | 5,304 | $302.2K | 0.10% | +4,593+646.0% | Added |
| GenTrust, LLC | 5,296 | $301.7K | 0.01% | −765−12.6% | Reduced |
| National Philanthropic Trust | 5,295 | $301.7K | 0.00% | −918−14.8% | Reduced |
| Voisard Asset Management Group, Inc. | 5,281 | $300.9K | 0.06% | +518+10.9% | Added |
| Investment Research & Advisory Group, Inc. | 4,846 | $300.7K | 0.09% | +13+0.3% | Added |
| Main Street Group, LTD | 5,269 | $300.2K | 0.07% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,260 | $299.7K | 0.05% | +197+3.9% | Added |
| Traub Capital Management LLC | 5,259 | $299.7K | 0.27% | 00.0% | Unchanged |
| Gainplan LLC | 5,254 | $299.4K | 0.12% | +96+1.9% | Added |
| Pursuit Wealth Strategies, LLC | 5,251 | $299.2K | 0.39% | +875+20.0% | Added |
| Hanlon Investment Management, Inc. | 5,251 | $299.2K | 0.16% | +80+1.5% | Added |
| Solutions 4 Wealth, Ltd | 5,244 | $298.8K | 0.39% | +5+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 5,238 | $298.5K | 0.02% | +140+2.7% | Added |
| Meridian Financial Partners LLC | 4,822 | $297.0K | 0.10% | +121+2.6% | Added |
| Godfrey Financial Associates, Inc. | 5,163 | $296.9K | 0.23% | 00.0% | Unchanged |
| Mendel Money Management | 5,205 | $296.6K | 0.11% | −1,710−24.7% | Reduced |
| Goepper Burkhardt LLC | 5,201 | $296.4K | 0.09% | +4+0.1% | Added |
| Acorn Wealth Advisors, LLC | 5,200 | $296.3K | 0.07% | +13+0.3% | Added |
| Mraz, Amerine & Associates, Inc. | 5,161 | $294.1K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5,160 | $294.0K | 0.12% | +1,654+47.2% | Added |
| Meridian Financial, LLC | 5,151 | $293.5K | 0.14% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,149 | $293.4K | 0.04% | −110−2.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,143 | $293.0K | 0.05% | 00.0% | Unchanged |
| StoryOne LLC | 5,143 | $293.0K | 0.14% | +5,143 | Added |
| First National Advisers, LLC | 5,139 | $292.8K | 0.04% | +5,139 | New |
| LifeWealth Investments, LLC | 5,138 | $292.8K | 0.08% | +336+7.0% | Added |
| Juncture Wealth Strategies, LLC | 5,129 | $292.3K | 0.08% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 5,121 | $291.8K | 0.03% | +924+22.0% | Added |
| Advus Financial Partners, LLC | 5,118 | $291.6K | 0.08% | +5,118 | New |
| Gerber, LLC | 5,114 | $291.4K | 0.14% | +82+1.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 5,112 | $291.3K | 0.15% | −20−0.4% | Reduced |
| Hofer & Associates. Inc | 5,109 | $291.1K | 0.14% | −92−1.8% | Reduced |