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Who Owns Bank of America Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Bank of America Corp.

Who crossed 5% of BAC →
Managers holding
168
as of 2026-09-30
Reported value
$726.1M
summed across filings
Shares held
13.3M
Added vs trimmed
72 / 65
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM2M shadded$109.1M
EASTERN BANKCOM1.6M shadded$84.4M
Border to Coast Pensions Partnership LtdCommon Stock1.2M shadded$65.9M
SAPIENT CAPITAL LLCCOM1.1M shtrimmed$60.3M
Douglas Lane & Associates, LLCCOMMON870.1K shtrimmed$47.4M
Gradient Investments LLCCOM671K shtrimmed$36.5M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock588.4K shtrimmed$32M
CapWealth Advisors, LLCStock505.8K shtrimmed$27.5M
ROCKLAND TRUST COCOM434.5K shadded$23.6M
Farther Finance Advisors, LLCStock344.1K shadded$18.7M
Adams Asset Advisors, LLCCOM238.9K shtrimmed$13M
Venture Visionary Partners LLCCOM233.3K shtrimmed$12.7M
GAMMA Investing LLCCommon Stock184K shadded$10M
NEVILLE RODIE & SHAW INCCOM179.9K shadded$9.8M
Valeo Financial Advisors, LLCStock154.5K shtrimmed$8.4M
WoodTrust Financial CorpCOMMON118.1K shtrimmed$6.4M
CANANDAIGUA NATIONAL BANK & TRUST COCom109.4K shadded$6M
Legacy Private Trust Co.COM100.2K shtrimmed$5.5M
Hardin Capital Partners, LLCCOM99.4K shtrimmed$5.4M
Avidian Wealth Enterprises, LLCCOM98.3K shadded$5.4M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM92.9K shtrimmed$5.1M
Iowa State BankCom87.4K shtrimmed$4.8M
Wedmont Private CapitalCOM83.8K shadded$4.5M
David J Yvars GroupCOM79.4K shtrimmed$4.3M
PARK NATIONAL CORP /OH/Com79K shadded$4.3M
Grove Bank & TrustCOM76.9K shtrimmed$4.2M
Pacifica Partners Inc.COM69.7K shtrimmed$3.7M
MOODY NATIONAL BANK TRUST DIVISIONCOM68.4K shtrimmed$3.7M
ALKEME WEALTH, LLCCOM57.9K shtrimmed$3.2M
Bank of New HampshireCOM52K shtrimmed$2.8M
Apella Capital, LLCCOM48.7K shadded$2.6M
Central Pacific Bank - Trust DivisionCOM47.7K shadded$2.6M
Everhart Financial Group, Inc.COM44.8K shadded$2.4M
Greenfield Savings BankCOM42.3K shadded$2.3M
TOTH FINANCIAL ADVISORY CORPCOM39K shadded$2.1M
Castle Rock Wealth Management, LLCCOM38.9K shadded$2.1M
TLWMCOM38.3K shtrimmed$2.1M
Atlas Brown,Inc.Stock38.3K shtrimmed$2.1M
Kessler Investment Group, LLCCOM37.9K shtrimmed$2.1M
Cooper Financial GroupCOM37.7K shadded$2.1M
Breakwater Capital GroupCOM37.6K shtrimmed$2M
Decker Wealth Management LLCCOM34.4K shadded$1.9M
CoreCap Advisors, LLCStock33.7K shadded$1.8M
CHAPIN DAVIS, INC.COM30.1K shtrimmed$1.6M
ANB BANKCom30K shtrimmed$1.6M
Ayalon Insurance Comp Ltd.Common Stock30K shheld$1.6M
Athena Wealth Management, LLCCOM29.4K shadded$1.6M
MFG WEALTH MANAGEMENT, INC.COM29.1K shtrimmed$1.6M
Whalen Wealth Management Inc.COM28.8K shtrimmed$1.6M
ARMSTRONG ADVISORY GROUP, INCCOM28.4K shadded$1.5M
TITLEIST ASSET MANAGEMENT, LLCCOM28.2K shtrimmed$1.5M
AVITY INVESTMENT MANAGEMENT INC.COM27.9K shtrimmed$1.5M
Sound Income Strategies, LLCCOM27.1K shtrimmed$1.5M
Graves Light Lenhart Wealth, Inc.COM24.8K shtrimmed$1.4M
Dorato Capital ManagementCOM22K shadded$1.2M
AMERICAN NATIONAL BANK & TRUSTCOM20.6K shtrimmed$1.1M
BAKER TILLY WEALTH MANAGEMENT, LLCCOM19.8K shtrimmed$1.1M
Emprise BankEquities19.6K shheld$1.1M
Kearns & Associates LLCCOM19.5K shheld$1.1M
RFG - Bristol Wealth Advisors, LLCCOM18.9K shtrimmed$1M
PFW Advisors LLCCOM18.6K shadded$1M
STABLEFORD CAPITAL II LLCCOM18.2K shadded$992.3K
CYPRESS ASSET MANAGEMENT INC/TXCOM18.2K shtrimmed$988.2K
SPRING CAPITAL MANAGEMENT, LLCCOM17.6K shheld$956.4K
Ledgewood Wealth Advisors, LLCCOM17.4K shheld$947.9K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM17.2K shadded$934.1K
TrueWealth Advisors, LLCCOM17K shadded$924.2K
Acropolis Investment Management, LLCCOM17K shadded$922.9K
Stokes Capital Advisors, LLCCOM16.5K shadded$896K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM16.3K shheld$888.1K
General Partner, Inc.CL15.6K shheld$850K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM15.5K shadded$842.1K
Balefire, LLCCOM15.4K shtrimmed$840.4K
Wealth Enhancement Trust Services, Inc.COM15.1K shtrimmed$822.1K
TOMPKINS FINANCIAL CORPCOM14.3K shtrimmed$778.7K
RIVERSEDGE ADVISORS, LLCCOM14.3K shadded$777.3K
Allen Mooney & Barnes Investment Advisors LLCStock14.1K shadded$764.8K
YHB Investment Advisors, Inc.COM13.6K shtrimmed$741.6K
LAWOOD & COCommon Stock13.5K shtrimmed$736.3K
FINANCIAL MANAGEMENT NETWORK INCCOM13.7K shtrimmed$733.9K
New Covenant Trust Company, N.A.COM13.5K shadded$732.2K
BENEDICT FINANCIAL ADVISORS INCCommon Stock12.6K shtrimmed$687.4K
M.E. ALLISON & CO., INC.COM12.2K shadded$663.6K
Bank & Trust CoCOM11.9K shheld$645.2K
Vann Equity Management LLCCOM11.8K shadded$642.6K
Investors Research CorpCOM11.7K shtrimmed$638.4K
Canandaigua National Trust Co of FloridaCom11.5K shtrimmed$628.2K
Rosenberg Matthew HamiltonStock11.3K shadded$617.7K
Gallagher Capital Advisors, LLCCOM10.8K shtrimmed$586.4K
Crumly & Associates Inc.COM10.7K shadded$583K
First Heartland Consultants, Inc.COM10.4K shadded$567.7K
BOS Asset Management, LLCCOM9.9K shadded$538.7K
Dickmeyer Boyce Financial Management, Inc.COM9.9K shadded$537.1K
DAVIDSON TRUST COEquities9.8K shtrimmed$531.8K
Mirador Capital Partners LPCOM9.5K shadded$517.1K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM9.3K shadded$504.4K
Bullock Wealth Management GroupStock9.3K shtrimmed$499.4K
INSPIRION WEALTH ADVISORS, LLCCOM9K shtrimmed$489.7K
ATWOOD & PALMER INCCOM8.6K shadded$468.2K
Successful Portfolios LLCCOM8.4K shheld$451K
GK Wealth Management LLCCOM8.2K shadded$447.4K
Montz Harcus Wealth Management LLCCOM8.2K shadded$446K
PROFESSIONAL ADVISORY SERVICES INCCOM8K shheld$435K
Vilga Financial Planning LLCCOM7.8K shtrimmed$424K
Weaver Consulting GroupCOM7.8K shtrimmed$423.4K
Koenig Investment Advisory, LLCStock7.8K shadded$422.3K
LifeGoal Investments, LLCCOM7.4K shadded$400.2K
Hummer Financial Advisory Services IncCOM7.3K shheld$399.9K
Veracity Capital LLCCOM7.2K shadded$393K
Galvin, Gaustad & Stein, LLCCOM7.1K shadded$388.4K
Lincoln Capital LLCCOM7K shheld$382.9K
CHICKASAW CAPITAL MANAGEMENT LLCCOM7K shtrimmed$378.6K
Heartwood Wealth Advisors LLCStock6.9K shheld$375.2K
Veery Capital, LLCCOM6.6K shtrimmed$360.3K
Dominguez Wealth Management Solutions, Inc.COM6.2K shtrimmed$339.6K
CENTRAL BANK & TRUST COEquities6.1K shtrimmed$334.5K
Monument Capital ManagementCOM6.1K shadded$331.9K
Exchange BankCOMMON STOCK6.1K shadded$330.5K
Gerald Baker Financial Group LLCCOM6K shtrimmed$324.5K
Keystone Financial Planning, Inc.COM5.9K shheld$320.1K
Cambridge Financial Group, LLCCOM5.6K shheld$317.1K
Bangor Savings BankCOM5.7K shadded$312.2K
Hamilton Capital, LLCCOM5.7K shadded$309.6K
Byrne Asset Management LLCCOM5.8K shheld$309.3K
Retireful, LLCCOM5.7K sh—$308.4K
Emergent Wealth Advisors, LLCCOM5.6K shtrimmed$307.3K
Echo45 Advisors LLCCOM5.6K shadded$305.1K
Aletheian Wealth Advisors LLCCOM5.6K shadded$302.5K
HALL LAURIE J TRUSTEEEquities5.5K shheld$299.7K
COLTON GROOME FINANCIAL ADVISORS, LLCCOM5.5K shtrimmed$298.7K
Worth Asset Management, LLCStock5.4K shadded$296.6K
Gainplan LLCCOM5.3K shadded$286.5K
RTD Financial Advisors, Inc.COM5.1K shtrimmed$279.3K
JUNCTURE WEALTH STRATEGIES, LLCCOM5.1K shadded$279.2K
KFA Private Wealth Group, LLCCOM5K shadded$272.2K
Applied Capital LLC/FLCOM5K shtrimmed$270K
Plan A Wealth LLCCOM4.9K shtrimmed$269.3K
COLLECTIVE FAMILY OFFICE LLCCOM4.9K shtrimmed$264.5K
Insight Wealth Strategies, LLCCOM4.7K shtrimmed$253.9K
ELEVATION WEALTH PARTNERS, LLCCOM4.5K shadded$245.2K
Baring Financial LLCCOM4.4K shadded$241.4K
Intelligence Driven Advisers, LLCCOM4.4K shadded$240.3K
Eastover Investment Advisors LLCCOM4.2K shheld$227K
Kaydan Wealth Management, Inc.COM4.1K shadded$224.1K
Ridgewood Investments LLCCOM4.1K shheld$220.5K
City Center Advisors, LLCCOM4K shadded$218.1K
Kaizen Financial StrategiesCOM3.9K shadded$212.5K
Sunburst Financial Group, LLCCOM3.9K shheld$210.9K
ECLECTIC ASSOCIATES INC /ADVCOM3.9K shtrimmed$210.7K
Tactive Advisors, LLCCOM3.7K shadded$202.5K
Horizons Wealth ManagementStock2.5K shheld$135.9K
Trust CoStock2.3K shadded$123K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM2.1K sh—$113.7K
Marquette Asset Management, LLCCOM1.6K shadded$87.7K
GILPIN WEALTH MANAGEMENT, LLCCOM1.6K shadded$85.3K
VALLEY WEALTH MANAGERS, INC.Stock1.5K shheld$82.1K
Olistico Wealth, LLCStock1.4K shheld$75.8K
Davis Capital ManagementStock1.3K shadded$71K
FIRST COMMUNITY TRUST NACOM1.3K shadded$70.8K
Valeo Financial Advisors, LLCStock1K shtrimmed$54.4K
Retirement Wealth Solutions LLCCOM948 shheld$51.6K
ACIMA PRIVATE WEALTH, LLCStock706 shheld$38.4K
Horrell Capital Management, Inc.COM690 shheld$37.6K
Aventus Investment Advisors, Inc.Stock611 shtrimmed$33.3K
MJT & Associates Financial Advisory Group, Inc.Stock460 shheld$25K
Matrix Trust CoCOM379 shadded$21K
STEPH & COCOM169 shheld$9.2K
Paladin Partners, LLCStock163 shheld$8.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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