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: 37 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 |
|---|---|---|---|---|---|
| Acorns Advisers, LLC | 4,529 | $258.0K | 0.00% | −197−4.2% | Reduced |
| Disciplined Investments, LLC | 4,525 | $257.9K | 0.08% | +20.0% | Added |
| Round Hill Asset Management | 4,524 | $257.8K | 0.16% | −450−9.0% | Reduced |
| Kondo Wealth Advisors, Inc. | 4,523 | $257.8K | 0.09% | −2,605−36.5% | Reduced |
| Fortis Capital Management LLC | 4,523 | $257.7K | 0.03% | +4,523 | New |
| Compass Ion Advisors, LLC | 4,519 | $257.5K | 0.02% | −172−3.7% | Reduced |
| Peak Retirement Planning, Inc. | 4,508 | $256.9K | 0.04% | +4,508 | New |
| Barnes Wealth Management Group, Inc | 4,504 | $256.6K | 0.12% | +4,504 | New |
| Monetary Management Group Inc | 4,500 | $256.4K | 0.05% | −700−13.5% | Reduced |
| Innovative Wealth Building LLC | 4,488 | $255.7K | 0.15% | −289−6.0% | Reduced |
| Sightline Wealth Advisors, LLC | 4,472 | $254.8K | 0.09% | +140+3.2% | Added |
| Bensler, LLC | 4,472 | $254.8K | 0.02% | −244−5.2% | Reduced |
| Hudson Bay Capital Management LP | 4,451 | $253.6K | 0.00% | −6,290−58.6% | Reduced |
| MontVue Capital Management, Inc. | 4,449 | $253.5K | 0.15% | +25+0.6% | Added |
| Riverview Capital Advisers, LLC | 4,445 | $253.3K | 0.07% | +21+0.5% | Added |
| Eclectic Associates Inc | 4,434 | $252.7K | 0.03% | −403−8.3% | Reduced |
| Spectrum Investment Advisors, Inc. | 4,430 | $252.4K | 0.10% | +4,430 | New |
| Madson Wealth Advisors Inc | 4,429 | $252.4K | 0.17% | +4,429 | New |
| Northland Securities, Inc. | 4,425 | $252.1K | 0.15% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,421 | $251.9K | 0.06% | −335−7.0% | Reduced |
| Monte Financial Group, LLC | 4,064 | $251.8K | 0.08% | +4,064 | New |
| Wealth Advisory Solutions, LLC | 4,412 | $251.4K | 0.05% | −272−5.8% | Reduced |
| Holland Advisory Services, Inc. | 4,411 | $251.3K | 0.28% | +4+0.1% | Added |
| Plotkin Financial Advisors, LLC | 4,410 | $251.3K | 0.10% | 00.0% | Unchanged |
| Congress Park Capital LLC | 4,395 | $250.4K | 0.07% | 00.0% | Unchanged |
| Norway Savings Bank | 4,393 | $250.3K | 0.10% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 4,389 | $250.1K | 0.07% | +40+0.9% | Added |
| ELCO Management Co., LLC | 4,387 | $250.0K | 0.11% | −2,061−32.0% | Reduced |
| Wagner Wealth Management, LLC | 4,384 | $249.8K | 0.05% | +112+2.6% | Added |
| Collaborative Fund Advisors, LLC | 4,382 | $249.7K | 0.15% | +4,382 | New |
| Hanson & Doremus Investment Management | 4,376 | $249.0K | 0.03% | −187−4.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,369 | $248.9K | 0.05% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 4,366 | $248.8K | 0.11% | +4,366 | New |
| Burk Holdings LLC | 4,365 | $248.7K | 0.09% | 00.0% | Unchanged |
| Tamar Securities, LLC | 4,363 | $248.6K | 0.02% | +4,363 | New |
| Taylor Financial Group, Inc. | 4,363 | $248.6K | 0.14% | 00.0% | Unchanged |
| Baring Financial LLC | 4,362 | $248.6K | 0.14% | +117+2.8% | Added |
| JSF Financial, LLC | 4,362 | $248.6K | 0.04% | −144−3.2% | Reduced |
| Summit Wealth Group, LLC | 4,359 | $248.4K | 0.05% | −116−2.6% | Reduced |
| Requisite Capital Management, LLC | 4,349 | $247.8K | 0.04% | −10−0.2% | Reduced |
| Thayer Partners, LLC | 4,343 | $247.4K | 0.10% | +4,343 | New |
| Mullaney, Keating & Wright, Inc. | 4,340 | $247.3K | 0.12% | +10.0% | Added |
| Patriot Investment Management Inc. | 4,337 | $247.1K | 0.01% | +10.0% | Added |
| Satovsky Asset Management LLC | 4,336 | $247.1K | 0.04% | +4,336 | New |
| SageGuard Financial Group, LLC | 4,332 | $246.8K | 0.03% | +125+3.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 4,331 | $246.8K | 0.04% | −192−4.2% | Reduced |
| Ducere Wealth Management LLC | 4,329 | $246.7K | 0.07% | +4,329 | New |
| Twelve Points Wealth Management LLC | 4,326 | $246.5K | 0.05% | −87−2.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,319 | $246.1K | 0.12% | −59−1.3% | Reduced |
| Financial Alternatives, Inc | 4,309 | $245.5K | 0.12% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 4,291 | $244.5K | 0.11% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 4,287 | $244.3K | 1.41% | −348−7.5% | Reduced |
| Shum Financial Group, Inc. | 4,267 | $243.1K | 0.15% | +4,267 | New |
| Bernardo Wealth Planning LLC | 4,265 | $243.0K | 0.04% | +4,265 | New |
| De Burlo Group Inc | 4,248 | $242.1K | 0.04% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 4,238 | $241.5K | 0.07% | +4,238 | New |
| Gray Private Wealth, LLC | 4,230 | $241.0K | 0.10% | −59−1.4% | Reduced |
| Center for Financial Planning, Inc. | 4,217 | $240.3K | 0.02% | −420−9.1% | Reduced |
| Northstar Group, Inc. | 4,215 | $240.1K | 0.03% | −339−7.4% | Reduced |
| Basso Capital Management, L.P. | 4,200 | $239.3K | 0.06% | +4,200 | New |
| Rock Point Advisors, LLC | 4,193 | $238.9K | 0.06% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 4,190 | $238.7K | 0.17% | +49+1.2% | Added |
| Intelligence Driven Advisers, LLC | 4,180 | $238.2K | 0.04% | +4,180 | New |
| Cardinal Capital Management, Inc. | 4,175 | $237.9K | 0.01% | −1,160−21.7% | Reduced |
| Eastover Investment Advisors LLC | 4,170 | $237.6K | 0.09% | −300−6.7% | Reduced |
| Tidemark, LLC | 4,164 | $237.2K | 0.05% | +32+0.8% | Added |
| waypoint wealth counsel | 4,157 | $236.9K | 0.15% | −3,323−44.4% | Reduced |
| TSA Wealth Managment LLC | 4,153 | $236.6K | 0.07% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 4,137 | $235.7K | 0.13% | +4,137 | New |
| Apollon Financial, LLC | 4,137 | $235.7K | 0.03% | +4,137 | New |
| Tripletail Wealth Management, LLC | 4,013 | $235.7K | 0.27% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,136 | $235.7K | 0.04% | −131−3.1% | Reduced |
| Barry Investment Advisors, LLC | 4,135 | $235.6K | 0.05% | −138−3.2% | Reduced |
| Tortoise Investment Management, LLC | 4,134 | $235.6K | 0.02% | +4,134 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,213 | $235.4K | 0.02% | −14−0.3% | Reduced |
| ZRC Wealth Management, LLC | 4,129 | $235.3K | 0.07% | +449+12.2% | Added |
| Clearwater Capital Advisors, LLC | 4,122 | $234.9K | 0.02% | +4,122 | New |
| Absher Wealth Management, LLC | 4,110 | $234.2K | 0.03% | +4,110 | New |
| VVR Holdings LLC | 4,105 | $233.9K | 0.10% | +4,105 | New |
| Highland Financial Advisors, LLC | 4,090 | $233.0K | 0.05% | −37−0.9% | Reduced |
| Navigate Wealth Management, LLC | 3,802 | $232.9K | 0.14% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 4,084 | $232.7K | 0.07% | +4,084 | New |
| Advisory Advocates, LLC | 4,084 | $232.7K | 0.20% | +4,084 | New |
| Cadinha & Co LLC | 4,062 | $231.5K | 0.03% | +4,062 | New |
| A4 Wealth Advisors LLC | 4,052 | $230.9K | 0.16% | −2,095−34.1% | Reduced |
| Innova Wealth Partners | 4,052 | $230.9K | 0.10% | +4,052 | New |
| Fiduciary Wealth Partners, LLC | 4,052 | $230.9K | 0.13% | +4,052 | New |
| Ridgewood Investments LLC | 4,051 | $230.8K | 0.09% | −100−2.4% | Reduced |
| Golden Road Advisors LLC | 4,046 | $230.5K | 0.11% | +4,046 | New |
| Elite Life Management LLC | 3,635 | $229.9K | 0.27% | +3,635 | New |
| Runnymede Capital Advisors, Inc. | 4,019 | $229.0K | 0.14% | +4,019 | New |
| Salomon & Ludwin, LLC | 3,923 | $228.9K | 0.02% | −794−16.8% | Reduced |
| FSA Advisors, Inc. | 4,007 | $228.6K | 0.10% | −406−9.2% | Reduced |
| Financial Symmetry Inc | 4,011 | $228.5K | 0.08% | +4,011 | New |
| Kaydan Wealth Management, Inc. | 4,005 | $228.2K | 0.07% | +4,005 | New |
| Grey Fox Wealth Advisors, LLC | 3,992 | $227.4K | 0.04% | +3,992 | New |
| Roberts Glore & Co Inc | 3,990 | $227.3K | 0.06% | +3,990 | New |
| Continental Investors Services, Inc. | 3,589 | $227.2K | 0.18% | +3,589 | New |
| Value Investment Professionals, LLC | 3,985 | $227.1K | 0.19% | +3,985 | New |
| A. D. Beadell Investment Counsel, Inc. | 4,000 | $227.0K | 0.15% | +4,000 | New |