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: 50 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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 1,829 | $104.2K | 0.02% | +97+5.6% | Added |
| Trust Co | 1,788 | $101.9K | 0.01% | −194−9.8% | Reduced |
| JPL Wealth Management, LLC | 1,780 | $101.4K | 0.02% | +41+2.4% | Added |
| Founders Capital Management | 1,731 | $98.6K | 0.04% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1,725 | $98.3K | 0.02% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 1,717 | $97.8K | 0.09% | +1,717 | New |
| Pittenger & Anderson Inc | 1,676 | $95.5K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,671 | $95.2K | 0.04% | +2+0.1% | Added |
| Prudent Man Investment Management, Inc. | 1,685 | $92.7K | 0.03% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,607 | $91.6K | 0.05% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,606 | $91.5K | 0.05% | +2+0.1% | Added |
| Smallwood Wealth Investment Management, LLC | 1,592 | $90.7K | 0.04% | −300−15.9% | Reduced |
| Morse Asset Management, Inc | 1,558 | $88.8K | 0.01% | −24,575−94.0% | Reduced |
| Joseph Group Capital Management | 1,554 | $88.5K | 0.02% | +873+128.2% | Added |
| Entrust Financial LLC | 1,549 | $88.3K | 0.06% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,543 | $87.9K | 0.04% | −28−1.8% | Reduced |
| High Point Wealth Management, LLC | 1,536 | $87.5K | 0.07% | +4+0.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,530 | $87.2K | 0.03% | +870+131.8% | Added |
| Beacon Financial Strategies CORP | 1,519 | $86.5K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,514 | $86.3K | 0.02% | +423+38.8% | Added |
| Hallmark Capital Management Inc | 1,508 | $85.9K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 1,495 | $85.2K | 0.07% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,483 | $84.5K | 0.01% | +56+3.9% | Added |
| Oakmont Corp | 1,455 | $82.9K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,454 | $82.8K | 0.02% | +514+54.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,431 | $81.6K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 1,421 | $81.0K | 0.05% | −314−18.1% | Reduced |
| Loomis Sayles & Co L P | 1,412 | $80.4K | 0.00% | +552+64.2% | Added |
| Quest 10 Wealth Builders, Inc. | 1,405 | $80.1K | 0.06% | +9+0.6% | Added |
| Peck Wealth Management, LLC | 1,400 | $79.8K | 0.07% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,393 | $79.3K | 0.03% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 1,385 | $78.9K | 0.05% | −3,393−71.0% | Reduced |
| Bare Financial Services, Inc | 1,380 | $78.6K | 0.02% | +353+34.4% | Added |
| Kilter Group LLC | 1,370 | $78.1K | 0.03% | +50+3.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,339 | $76.3K | 0.03% | +39+3.0% | Added |
| Miller Global Investments, LLC | 1,339 | $76.3K | 0.06% | +315+30.8% | Added |
| Broadwater Capital Management LLC | 1,332 | $75.9K | 0.06% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,298 | $74.0K | 0.00% | −44−3.3% | Reduced |
| 1015 Capital Partners, LLC | 1,265 | $72.1K | 0.06% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,254 | $71.5K | 0.01% | +339+37.0% | Added |
| LOM Asset Management Ltd | 1,250 | $71.2K | 0.02% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 1,231 | $70.1K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,231 | $70.1K | 0.00% | +204+19.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,204 | $68.6K | 0.21% | −2,683−69.0% | Reduced |
| Cranbrook Wealth Management, LLC | 1,196 | $68.2K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 1,181 | $67.3K | 0.04% | +108+10.1% | Added |
| Measured Wealth Private Client Group, LLC | 1,161 | $66.2K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,151 | $65.6K | 0.02% | 00.0% | Unchanged |
| Kroeger Financial Partners | 1,145 | $65.2K | 0.06% | +1,145 | New |
| McGuire Capital Advisors Inc | 1,122 | $63.9K | 0.03% | −166−12.9% | Reduced |
| Bayforest Capital Ltd | 1,121 | $63.9K | 0.06% | +574+104.9% | Added |
| Vega Investment Solutions | 1,121 | $63.9K | 0.01% | +1,121 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $63.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 1,100 | $62.7K | 0.00% | +1,100 | New |
| Stance Capital LLC | 1,093 | $62.3K | 0.02% | +145+15.3% | Added |
| Commonwealth Retirement Investments LLC | 1,090 | $62.1K | 0.02% | +1,090 | New |
| Atlantic Private Wealth, LLC | 1,061 | $60.5K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,052 | $60.0K | 0.02% | +526+100.0% | Added |
| Aspect Partners, LLC | 1,028 | $58.6K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,025 | $58.4K | 0.01% | −272−21.0% | Reduced |
| Perkins Coie Trust Co | 1,017 | $57.9K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1,013 | $57.7K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,008 | $57.4K | 0.03% | +38+3.9% | Added |
| Country Trust Bank | 1,007 | $57.4K | 0.00% | −41−3.9% | Reduced |
| 3 Factor Indexing, LLC | 1,006 | $57.3K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,003 | $57.2K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $57.0K | 0.03% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 1,000 | $57.0K | 0.05% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 1,000 | $57.0K | 0.09% | +1,000 | New |
| HighMark Wealth Management LLC | 995 | $56.7K | 0.02% | −43−4.1% | Reduced |
| VSM Wealth Advisory, LLC | 979 | $55.8K | 0.01% | +3+0.3% | Added |
| Raffa Wealth Management, LLC | 979 | $55.8K | 0.01% | +2+0.2% | Added |
| Bayban | 969 | $55.2K | 0.04% | +200+26.0% | Added |
| Retirement Wealth Solutions LLC | 948 | $54.0K | 0.03% | +2+0.2% | Added |
| Vision Retirement, LLC | 947 | $53.9K | 0.01% | +2+0.2% | Added |
| Sarver Vrooman Wealth Advisors | 914 | $53.3K | 0.03% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 918 | $52.3K | 0.04% | −571−38.3% | Reduced |
| Fortis Group Advisors, LLC | 914 | $52.1K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 879 | $50.1K | 0.00% | −106,186−99.2% | Reduced |
| Tounjian Advisory Partners, LLC | 878 | $50.1K | 0.02% | −44,482−98.1% | Reduced |
| Sunrise Financial Services, LLC | 865 | $49.3K | 0.03% | −19−2.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 862 | $49.1K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 732 | $47.5K | 0.00% | +128+21.2% | Added |
| Robinswood Financial LLC | 830 | $47.3K | 0.01% | +27+3.4% | Added |
| Planning Strategies Inc. | 809 | $46.1K | 0.03% | +809 | New |
| Spurstone Advisory Services, LLC | 780 | $45.5K | 0.62% | 00.0% | Unchanged |
| Downshift Financial, LLC | 786 | $44.8K | 0.02% | +786 | New |
| Tanglewood Legacy Advisors, LLC | 775 | $44.2K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 772 | $44.0K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 768 | $43.8K | 0.02% | +3+0.4% | Added |
| Key Capital Management, INC | 755 | $43.0K | 0.02% | −52−6.4% | Reduced |
| Leo H. Evart, Inc. | 737 | $42.0K | 0.03% | +1+0.1% | Added |
| MPWM Advisory Solutions, LLC | 733 | $41.8K | 0.02% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 731 | $41.7K | 0.01% | −14−1.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 724 | $41.3K | 0.02% | +2+0.3% | Added |
| Peoples Financial Services Corp. | 708 | $40.3K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 706 | $40.2K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 705 | $40.0K | 0.00% | −146−17.2% | Reduced |
| Financial Gravity Companies, Inc. | 698 | $39.8K | 0.01% | +698 | New |
| Horrell Capital Management, Inc. | 690 | $39.3K | 0.02% | 00.0% | Unchanged |