# BANK OF AMER CORP (BAC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BAC/

- Reporting holders: 177
- Reported value: $559.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $84.4M | 1,551,300 | 1.3% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $60.3M | 1,108,094 | 0.8% | 12 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $47.4M | 870,110 | 0.6% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $36.5M | 670,978 | 0.5% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $32.0M | 588,403 | 0.8% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $27.5M | 505,830 | 2.1% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $23.6M | 434,499 | 0.9% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $18.7M | 344,140 | 0.1% | 16 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $13.0M | 238,906 | 1.3% | 15 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $12.7M | 233,300 | 0.3% | 28 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $10.5M | 192,988 | 0.8% | 27 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $10.0M | 184,012 | 0.3% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $8.5M | 154,483 | 0.2% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $6.0M | 109,366 | 0.5% | 20 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $5.5M | 100,235 | 0.3% | 32 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $5.4M | 99,362 | 2.6% | 10 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.4M | 98,349 | 0.1% | 25 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $5.1M | 92,924 | 2.6% | 12 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $4.8M | 87,389 | 0.8% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.5M | 83,818 | 0.1% | 20 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $4.3M | 79,413 | 2.0% | 24 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $4.3M | 79,044 | 0.1% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $4.2M | 76,931 | 0.4% | 32 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $3.7M | 69,724 | 1.1% | 3 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $3.7M | 68,446 | 0.3% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 177 | $559.3M |
| Q2 2026 | 3,624 | $335.6B |
| Q1 2026 | 3,479 | $272.7B |
| Q4 2025 | 3,623 | $315.9B |
| Q3 2025 | 3,378 | $301.9B |
| Q2 2025 | 3,336 | $271.7B |
| Q1 2025 | 3,222 | $239.5B |
| Q4 2024 | 3,285 | $257.4B |
| Q3 2024 | 2,998 | $235.0B |
| Q2 2024 | 2,964 | $238.0B |
| Q1 2024 | 2,946 | $237.4B |
| Q4 2023 | 2,873 | $206.9B |

