DOSSIER · 13F Holders · Q1 2026Financial Services · Banks - DiversifiedCheap mega-capRe-rated
BAC

BANK AMERICA CORP

3,653 institutions still hold BANK AMERICA CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 060505104·Banks - Diversified·3,653 13F holders·last filed Mar 31, 2026
Market cap
$350.0B
5.4%
vs prior quarter
13F value held
$157.4B
60.0% inst. owned
of float
Holders
3,653
-54 QoQ
filers reporting
Activity
+39 / −105
+1,086 added · −844 reduced
this quarter
Concentration
16.71%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

BAC registers 3,343 institutional filers with roughly $254B in aggregate 13F value, making it the most institutionally pervasive U.S. bank stock. The register is interest-rate-sensitive by construction: when net-interest margins expand, BAC top-tier holder values rise mechanically alongside deposit-beta and loan-yield adjustments. BlackRock and Vanguard anchor the passive core, while active allocators like Capital Research Global Investors enter and exit based on rate-cycle positioning rather than idiosyncratic bank Conviction.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$26.3B539.5M0.46%Q1 2026
02
BERKSHIRE HATHAWAY INC
CIK 0001067983
$25.0B513.6M9.52%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$20.0B409.7M0.49%Q1 2026
04
STATE STREET CORP
CIK 0000093751
$14.4B294.9M0.50%Q1 2026
05
FMR LLC
CIK 0000315066
$9.7B198.5M0.51%Q1 2026
06
Vanguard Portfolio Management
CIK 0002100121· Index
$8.0B163.4M0.42%Q1 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$7.7B157.9M0.48%Q1 2026
08
Capital World Investors
CIK 0001422849
$7.0B144.3M0.96%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$6.2B132.3M0.40%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$5.3B108.7M0.32%Q1 2026
11
FRANKLIN RESOURCES INC
CIK 0000038777
$3.6B73.1M0.87%Q1 2026
12
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3.3B67.7M0.38%Q1 2026
13
NORTHERN TRUST CORP
CIK 0000073124· Index
$3.1B63.1M0.41%Q1 2026
14
Invesco Ltd.
CIK 0000914208
$3.0B60.9M0.45%Q1 2026
15
Fisher Asset Management, LLC
CIK 0000850529
$2.8B57.3M0.95%Q1 2026
16
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2.8B56.8M0.64%Q1 2026
17
CITIGROUP INC
CIK 0000831001
$2.5B50.6M1.05%Q1 2026
18
Capital International Investors
CIK 0001562230
$2.3B46.9M0.54%Q1 2026
19
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$2.3B46.7M0.47%Q1 2026
20
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$2.3B46.6M0.42%Q1 2026
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