BANK OF AMER CORP (BAC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
177
Reporting holders
$559.3M
Reported value
0.0%
Calls
0.0%
Puts
-3,447
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $84.4M | 1,551,300 | 1.28% | 32q | +1.8%+$1.5M |
| SAPIENT CAPITAL LLC | $60.3M | 1,108,094 | 0.81% | 12q | -50.3%-$61.0M |
| Douglas Lane & Associates, LLC | $47.4M | 870,110 | 0.63% | 32q | -27.6%-$18.1M |
| Gradient Investments LLC | $36.5M | 670,978 | 0.52% | 32q | -5.2%-$2.0M |
| MassMutual Private Wealth & Trust, FSB | $32.0M | 588,403 | 0.84% | 32q | -5.1%-$1.7M |
| CapWealth Advisors, LLC | $27.5M | 505,830 | 2.08% | 32q | -3.2%-$918.0K |
| ROCKLAND TRUST CO | $23.6M | 434,499 | 0.90% | 32q | +425.4%+$19.1M |
| Farther Finance Advisors, LLC | $18.7M | 344,140 | 0.13% | 16q | +10.4%+$1.8M |
| Adams Asset Advisors, LLC | $13.0M | 238,906 | 1.32% | 15q | -1.9%-$252.4K |
| Venture Visionary Partners LLC | $12.7M | 233,300 | 0.33% | 28q | -1.3%-$170.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $10.5M | 192,988 | 0.76% | 27q | -4.2%-$458.8K |
| GAMMA Investing LLC | $10.0M | 184,012 | 0.34% | 12q | +4.9%+$465.5K |
| Valeo Financial Advisors, LLC | $8.5M | 154,483 | 0.18% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 109,366 | 0.52% | 20q | +11.1%+$592.4K |
| Legacy Private Trust Co. | $5.5M | 100,235 | 0.30% | 32q | -2.8%-$157.0K |
| Hardin Capital Partners, LLC | $5.4M | 99,362 | 2.64% | 10q | -7.0%-$408.6K |
| Avidian Wealth Enterprises, LLC | $5.4M | 98,349 | 0.15% | 25q | +2.1%+$110.4K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $5.1M | 92,924 | 2.62% | 12q | -2.7%-$139.9K |
| Iowa State Bank | $4.8M | 87,389 | 0.80% | 16q | -6.8%-$345.6K |
| Wedmont Private Capital | $4.5M | 83,818 | 0.11% | 20q | +9.7%+$398.4K |
| David J Yvars Group | $4.3M | 79,413 | 1.99% | 24q | -5.5%-$252.9K |
| PARK NATIONAL CORP /OH/ | $4.3M | 79,044 | 0.12% | 32q | +20.5%+$733.1K |
| Grove Bank & Trust | $4.2M | 76,931 | 0.42% | 32q | HELD |
| Pacifica Partners Inc. | $3.7M | 69,724 | 1.13% | 3q | -24.8%-$1.2M |
| MOODY NATIONAL BANK TRUST DIVISION | $3.7M | 68,446 | 0.31% | 32q | -2.6%-$100.2K |
| GLP Holdings LLLP | $3.5M | 63,728 | 2.73% | 4q | HELD |
| ALKEME WEALTH, LLC | $3.2M | 57,947 | 1.19% | 32q | -8.7%-$298.8K |
| Coastline Trust Co | $2.9M | 53,616 | 0.27% | 32q | HELD |
| Bank of New Hampshire | $2.8M | 51,999 | 0.61% | 22q | -3.0%-$88.5K |
| GoalVest Advisory LLC | $2.7M | 49,402 | 0.47% | 22q | +7.0%+$176.2K |
| Apella Capital, LLC | $2.6M | 48,718 | 0.03% | 21q | +1.5%+$39.6K |
| Central Pacific Bank - Trust Division | $2.6M | 47,733 | 0.27% | 11q | +28.5%+$576.8K |
| Everhart Financial Group, Inc. | $2.4M | 44,763 | 0.15% | 24q | +1.7%+$40.9K |
| Greenfield Savings Bank | $2.3M | 42,279 | 0.87% | 18q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $2.1M | 39,042 | 0.21% | 32q | +25.4%+$429.9K |
| Castle Rock Wealth Management, LLC | $2.1M | 38,867 | 0.40% | 24q | +141.2%+$1.2M |
| TLWM | $2.1M | 38,324 | 0.33% | 28q | HELD |
| Atlas Brown,Inc. | $2.1M | 38,297 | 0.55% | 32q | -0.6%-$13.0K |
| Kessler Investment Group, LLC | $2.1M | 37,927 | 1.00% | 10q | HELD |
| Cooper Financial Group | $2.1M | 37,669 | 0.16% | 12q | +43.1%+$617.1K |
| Breakwater Capital Group | $2.0M | 37,608 | 0.24% | 16q | -2.6%-$55.5K |
| Versant Capital Management, Inc | $1.9M | 34,628 | 0.16% | 32q | +3.3%+$61.0K |
| Decker Wealth Management LLC | $1.9M | 34,433 | 0.38% | 4q | +7.1%+$124.7K |
| CoreCap Advisors, LLC | $1.8M | 33,671 | 0.05% | 9q | HELD |
| CHAPIN DAVIS, INC. | $1.6M | 30,127 | 0.32% | 16q | -2.2%-$36.5K |
| ANB BANK | $1.6M | 30,018 | 0.58% | 8q | -6.4%-$111.0K |
| Athena Wealth Management, LLC | $1.6M | 29,385 | 1.15% | 4q | +5.8%+$88.2K |
| MFG WEALTH MANAGEMENT, INC. | $1.6M | 29,052 | 1.15% | 8q | -0.6%-$9.7K |
| Whalen Wealth Management Inc. | $1.6M | 28,828 | 0.67% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.5M | 28,367 | 0.09% | 16q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $1.5M | 28,161 | 0.10% | 15q | -2.5%-$40.1K |
| AVITY INVESTMENT MANAGEMENT INC. | $1.5M | 27,900 | 0.10% | 32q | -3.5%-$54.4K |
| Sound Income Strategies, LLC | $1.5M | 27,084 | 0.06% | 32q | HELD |
| Graves Light Lenhart Wealth, Inc. | $1.4M | 24,837 | 0.13% | 32q | HELD |
| Hickory Point Bank & Trust | $1.3M | 23,107 | 0.76% | 8q | -1.6%-$20.7K |
| Dorato Capital Management | $1.2M | 21,963 | 0.78% | 4q | +10.1%+$107.4K |
| AMERICAN NATIONAL BANK & TRUST | $1.1M | 20,587 | 0.10% | 22q | -2.2%-$25.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.1M | 19,763 | 0.21% | 24q | -4.5%-$50.7K |
| Emprise Bank | $1.1M | 19,635 | 0.41% | 11q | HELD |
| Kearns & Associates LLC | $1.1M | 19,500 | 0.49% | 16q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $1.0M | 18,893 | 0.24% | 8q | -2.3%-$23.8K |
| PFW Advisors LLC | $1.0M | 18,622 | 0.30% | 14q | HELD |
| STABLEFORD CAPITAL II LLC | $992.3K | 18,231 | 0.34% | 14q | +5.6%+$52.6K |
| CYPRESS ASSET MANAGEMENT INC/TX | $988.2K | 18,155 | 0.20% | 26q | -1.0%-$10.2K |
| SPRING CAPITAL MANAGEMENT, LLC | $956.4K | 17,571 | 0.46% | 15q | HELD |
| Ledgewood Wealth Advisors, LLC | $947.9K | 17,414 | 0.52% | 12q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $934.1K | 17,160 | 0.67% | 4q | +9.9%+$84.4K |
| TrueWealth Advisors, LLC | $924.2K | 16,979 | 0.21% | 24q | +1.2%+$11.1K |
| Acropolis Investment Management, LLC | $922.9K | 16,956 | 0.04% | 25q | -47.1%-$820.8K |
| Stokes Capital Advisors, LLC | $896.0K | 16,462 | 0.20% | 4q | +5.8%+$49.3K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $888.1K | 16,317 | 0.53% | 16q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $886.7K | 16,290 | 0.27% | 12q | -1.9%-$16.8K |
| General Partner, Inc. | $850.0K | 15,616 | 0.46% | 16q | HELD |
| DOLIVER ADVISORS, LP | $845.5K | 15,533 | 0.18% | 6q | -0.6%-$5.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $842.1K | 15,472 | 0.01% | 32q | +21.2%+$147.3K |
| Balefire, LLC | $840.4K | 15,441 | 0.13% | 6q | -0.9%-$7.3K |
| Wealth Enhancement Trust Services, Inc. | $822.1K | 15,104 | 0.09% | 4q | -61.5%-$1.3M |
| TOMPKINS FINANCIAL CORP | $778.7K | 14,307 | 0.05% | 27q | -5.4%-$44.5K |
| RIVERSEDGE ADVISORS, LLC | $777.3K | 14,282 | 0.10% | 30q | +14.0%+$95.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $764.8K | 14,051 | 0.11% | 19q | +0.6%+$4.5K |
| First Citizens Financial Corp | $754.0K | 13,852 | 0.32% | 27q | HELD |
| YHB Investment Advisors, Inc. | $741.6K | 13,624 | 0.05% | 32q | -3.7%-$28.5K |
| LAWOOD & CO | $736.3K | 13,527 | 0.51% | 4q | -1.8%-$13.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $733.9K | 13,654 | 0.11% | 24q | -7.8%-$62.5K |
| New Covenant Trust Company, N.A. | $732.2K | 13,453 | 0.51% | 11q | +11.5%+$75.4K |
| BENEDICT FINANCIAL ADVISORS INC | $687.4K | 12,630 | 0.14% | 23q | HELD |
| M.E. ALLISON & CO., INC. | $663.6K | 12,192 | 0.37% | 8q | HELD |
| Bank & Trust Co | $645.2K | 11,853 | 0.41% | 10q | HELD |
| Vann Equity Management LLC | $642.6K | 11,806 | 0.38% | 3q | +3.0%+$18.5K |
| Investors Research Corp | $638.4K | 11,728 | 0.11% | 32q | -6.8%-$46.2K |
| Canandaigua National Trust Co of Florida | $628.2K | 11,542 | 0.35% | 8q | -38.2%-$388.7K |
| Rosenberg Matthew Hamilton | $617.7K | 11,349 | 0.11% | 27q | +4.7%+$27.9K |
| Gallagher Capital Advisors, LLC | $586.4K | 10,773 | 0.31% | 4q | -0.6%-$3.3K |
| Crumly & Associates Inc. | $583.0K | 10,711 | 0.10% | 15q | +21.7%+$104.0K |
| First Heartland Consultants, Inc. | $567.7K | 10,429 | 0.04% | 32q | +4.7%+$25.3K |
| BOS Asset Management, LLC | $538.7K | 9,897 | 0.13% | 16q | +4.2%+$21.9K |
| Dickmeyer Boyce Financial Management, Inc. | $537.1K | 9,868 | 0.27% | 3q | HELD |
| DAVIDSON TRUST CO | $531.8K | 9,771 | 0.21% | 9q | -1.0%-$5.4K |
| Mirador Capital Partners LP | $517.1K | 9,501 | 0.06% | 32q | +2.2%+$11.2K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $504.4K | 9,268 | 0.07% | 8q | +13.5%+$60.0K |
Showing the largest 100 of 186 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-05 | Greener Geoffrey S | Chief Risk Officer | Sold | 126,756 | $6.7M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 177 | $559.3M | 10,279,515 | 3 | 63 | 58 | 0.0% |
| Q2 2026 | 3,624 | $335.6B | 5,727,293,497 | 262 | 1,315 | 1,182 | 2.8% |
| Q1 2026 | 3,479 | $272.7B | 5,421,716,576 | 125 | 1,159 | 1,372 | 3.2% |
| Q4 2025 | 3,623 | $315.9B | 5,548,592,372 | 186 | 1,225 | 1,172 | 3.5% |
| Q3 2025 | 3,378 | $301.9B | 5,654,823,743 | 184 | 1,170 | 1,175 | 3.4% |
| Q2 2025 | 3,336 | $271.7B | 5,537,236,360 | 236 | 1,143 | 1,207 | 3.6% |
| Q1 2025 | 3,222 | $239.5B | 5,559,302,141 | 124 | 1,115 | 1,241 | 3.3% |
| Q4 2024 | 3,285 | $257.4B | 5,637,094,037 | 174 | 1,024 | 1,178 | 3.7% |
| Q3 2024 | 2,998 | $235.0B | 5,711,679,991 | 143 | 983 | 1,168 | 3.3% |
| Q2 2024 | 2,964 | $238.0B | 5,798,307,564 | 150 | 1,002 | 1,118 | 3.1% |
| Q1 2024 | 2,946 | $237.4B | 6,009,650,806 | 178 | 944 | 1,176 | 4.1% |
| Q4 2023 | 2,873 | $206.9B | 5,851,808,751 | 225 | 819 | 1,191 | 4.8% |
| Q3 2023 | 2,629 | $159.1B | 5,557,362,442 | 110 | 869 | 1,082 | 4.4% |
| Q2 2023 | 2,661 | $165.4B | 5,516,704,300 | 111 | 941 | 1,030 | 4.2% |
| Q1 2023 | 2,673 | $172.3B | 5,756,682,390 | 153 | 1,077 | 909 | 4.5% |
| Q4 2022 | 2,723 | $198.4B | 5,735,573,094 | 153 | 938 | 930 | 4.3% |
| Q3 2022 | 2,597 | $177.4B | 5,624,429,131 | 103 | 1,031 | 834 | 4.1% |
| Q2 2022 | 2,639 | $180.4B | 5,580,366,475 | 94 | 1,113 | 843 | 3.7% |
| Q1 2022 | 2,792 | $282.2B | 6,648,308,528 | 144 | 1,106 | 947 | 2.9% |
| Q4 2021 | 2,790 | $270.1B | 5,762,545,483 | 125 | 950 | 858 | 5.1% |
| Q3 2021 | 2,506 | $303.7B | 6,896,199,414 | 115 | 832 | 900 | 3.6% |
| Q2 2021 | 2,502 | $300.8B | 7,096,751,069 | 120 | 886 | 915 | 2.8% |
| Q1 2021 | 2,488 | $245.6B | 6,133,931,294 | 220 | 907 | 808 | 3.4% |
| Q4 2020 | 2,383 | $197.8B | 6,110,042,562 | 214 | 766 | 833 | 5.9% |
| Q3 2020 | 2,098 | $151.7B | 6,003,710,591 | 88 | 744 | 831 | 4.8% |
| Q2 2020 | 2,148 | $150.1B | 6,048,704,984 | 176 | 769 | 839 | 4.4% |
| Q1 2020 | 2,102 | $135.8B | 6,138,778,241 | 131 | 780 | 892 | 4.0% |
| Q4 2019 | 2,321 | $234.5B | 6,374,602,754 | 150 | 667 | 861 | 4.2% |
| Q3 2019 | 2,097 | $192.9B | 6,355,148,691 | 102 | 685 | 831 | 3.9% |
| Q2 2019 | 2,091 | $199.3B | 6,563,410,025 | 99 | 740 | 799 | 4.6% |
| Q1 2019 | 2,117 | $188.2B | 6,612,354,814 | 137 | 738 | 801 | 3.1% |
| Q4 2018 | 2,075 | $174.4B | 6,846,830,153 | 18 | 31 | 37 | 3.4% |