Who holds BACticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BANK AMERICA CORP · CMN · quarter ended 2026-03-31 · 61 members disclosed BAC ↗

2,863

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$240B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,257

addsholders whose share count rose or who opened the position (new + add), by shares

326

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BAC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$26.3B	539,258,516	−3,217,508	trim
2	BERKSHIRE HATHAWAY INC	$25.0B	513,624,165	−3,671,769	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$20.0B	409,704,665	—	no prior
4	STATE STREET CORP	$14.4B	294,909,309	−3,590,520	trim
5	FMR LLC	$9.7B	198,484,617	−16,296,846	trim
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$8.0B	163,431,813	—	no prior
7	GEODE CAPITAL MANAGEMENT, LLC	$7.7B	157,925,189	+3,441,704	add
8	Capital World Investors	$7.0B	144,289,396	+2,987,985	add
9	JPMORGAN CHASE & CO	$6.2B	132,271,796	−29,300,484	trim
10	MORGAN STANLEY	$5.3B	108,670,801	−4,120,512	trim
11	FRANKLIN RESOURCES INC	$3.6B	73,067,991	+15,989,027	add
12	NORTHERN TRUST CORP	$3.1B	63,136,722	−1,398,438	trim
13	Invesco Ltd.	$3.0B	60,893,019	+450,392	add
14	GOLDMAN SACHS GROUP INC	$2.9B	59,610,246	+2,942,541	add
15	AMERIPRISE FINANCIAL INC	$2.8B	56,760,414	−7,003,235	trim
16	Capital International Investors	$2.3B	46,871,738	+4,009,118	add
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.3B	46,699,224	+3,075,364	add
18	WELLINGTON MANAGEMENT GROUP LLP	$2.3B	46,629,889	−7,837,250	trim
19	DEUTSCHE BANK AG\	$2.2B	46,138,066	−1,034,437	trim
20	Sanders Capital, LLC	$2.2B	45,167,159	−103,869	trim
21	Legal & General Group Plc	$2.2B	44,875,806	−536,107	trim
22	ROYAL BANK OF CANADA	$2.2B	44,329,326	+1,424,436	add
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.2B	44,138,442	+505,958	add
24	Amundi	$2.1B	42,385,115	+4,721,969	add
25	Bank of New York Mellon Corp	$2.0B	40,965,635	−16,653,682	trim
26	CITIGROUP INC	$1.9B	39,987,658	+15,881,464	add
27	VANGUARD FIDUCIARY TRUST CO	$1.7B	34,074,632	—	no prior
28	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.6B	33,072,837	−6,035,670	trim
29	WELLS FARGO & COMPANY/MN	$1.6B	32,588,899	−1,113,953	trim
30	DIMENSIONAL FUND ADVISORS LP	$1.5B	31,135,112	+561,413	add
31	BARCLAYS PLC	$1.4B	28,705,101	+7,495,573	add
32	ALLIANCEBERNSTEIN L.P.	$1.4B	25,105,080	+2,879,633	add
33	UBS Group AG	$1.3B	27,456,463	−2,910,391	trim
34	VICTORY CAPITAL MANAGEMENT INC	$1.2B	25,400,756	−6,523,171	trim
35	Nuveen, LLC	$1.2B	24,746,308	−327,466	trim
36	BANK OF MONTREAL /CAN/	$1.0B	20,608,338	−1,931,881	trim
37	HARRIS ASSOCIATES L P	$922M	18,907,859	−945,541	trim
38	CANADA PENSION PLAN INVESTMENT BOARD	$901M	18,484,065	+3,901,493	add
39	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$888M	18,221,359	−1,393,195	trim
40	National Pension Service	$755M	15,490,057	+15,490,057	new
41	Mitsubishi UFJ Asset Management Co., Ltd.	$755M	15,477,022	+800,125	add
42	Sumitomo Mitsui Trust Group, Inc.	$744M	15,252,703	−1,081,912	trim
43	HSBC HOLDINGS PLC	$738M	15,164,144	−16,079,266	trim
44	PARNASSUS INVESTMENTS, LLC	$722M	14,808,834	−1,668,940	trim
45	PRINCIPAL FINANCIAL GROUP INC	$703M	14,412,163	+483,564	add
46	MILLENNIUM MANAGEMENT LLC	$696M	14,269,820	+11,836,712	add
47	Vanguard Global Advisers, LLC	$673M	13,813,318	—	no prior
48	Clearbridge Investments, LLC	$629M	12,911,597	−3,374,334	trim
49	Swedbank AB	$609M	12,484,428	+644,103	add
50	RAYMOND JAMES FINANCIAL INC	$591M	12,129,999	−2,397,954	trim
51	VANGUARD ASSET MANAGEMENT, Ltd	$576M	11,822,490	—	no prior
52	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$575M	11,797,936	+4,570,349	add
53	RHUMBLINE ADVISERS	$570M	11,685,823	−240,241	trim
54	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$547M	11,229,035	−273,016	trim
55	LAZARD ASSET MANAGEMENT LLC	$541M	11,090,814	+590,968	add
56	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$530M	10,881,052	−318,791	trim
57	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$496M	10,168,215	−2,238,640	trim
58	NATIONAL BANK OF CANADA /FI/	$490M	10,049,780	+4,328,783	add
59	BANK OF AMERICA CORP /DE/	$488M	10,006,198	+361,180	add
60	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$487M	9,833,307	−415,810	trim
61	FIRST TRUST ADVISORS LP	$485M	9,952,583	+4,498,439	add
62	AQR CAPITAL MANAGEMENT LLC	$471M	9,780,378	+3,624,260	add
63	AMF Tjanstepension AB	$466M	9,562,619	+266,030	add
64	ENVESTNET ASSET MANAGEMENT INC	$438M	8,978,547	+604,215	add
65	Boston Partners	$431M	8,838,991	+965,751	add
66	LPL Financial LLC	$422M	8,659,709	−137,105	trim
67	NEW YORK STATE COMMON RETIREMENT FUND	$417M	8,557,761	−124,200	trim
68	Qube Research & Technologies Ltd	$400M	8,203,562	+1,675,348	add
69	BNP Paribas Asset Management Holding S.A.	$398M	8,177,279	+3,291,583	add
70	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$366M	7,502,558	+1,254,651	add
71	KING LUTHER CAPITAL MANAGEMENT CORP	$358M	7,339,685	−201,807	trim
72	Eurizon Capital SGR S.p.A.	$348M	7,201,606	+455,818	add
73	AVIVA PLC	$346M	7,095,518	+370,596	add
74	Ensign Peak Advisors, Inc	$345M	7,079,664	+266,358	add
75	US BANCORP \DE\	$343M	7,032,228	−63,061	trim
76	Baird Financial Group, Inc.	$333M	6,833,405	+6,833,405	new
77	FIFTH THIRD BANCORP	$329M	6,741,750	+1,802,915	add
78	HighTower Advisors, LLC	$320M	6,574,113	−314,674	trim
79	PZENA INVESTMENT MANAGEMENT LLC	$313M	6,422,754	−57,341	trim
80	ADAGE CAPITAL PARTNERS GP, L.L.C.	$312M	6,399,373	−105,900	trim
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$306M	6,286,661	−1,419,019	trim
82	TWO SIGMA INVESTMENTS, LP	$306M	6,274,394	+5,866,045	add
83	Aberdeen Group plc	$293M	6,019,621	+144,269	add
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$286M	5,857,843	−141,200	trim
85	Employees Provident Fund Board	$283M	5,800,000	+1,238,000	add
86	Robeco Institutional Asset Management B.V.	$280M	5,746,454	−1,661,772	trim
87	ING GROEP NV	$280M	5,743,069	−23,545	trim
88	Cullen Capital Management, LLC	$252M	5,164,917	−5,348	trim
89	DIAMOND HILL CAPITAL MANAGEMENT INC	$251M	5,151,567	−2,073,771	trim
90	STIFEL FINANCIAL CORP	$251M	5,143,451	−10,285	trim
91	D. E. Shaw & Co., Inc.	$250M	5,134,912	−7,685,982	trim
92	SCHRODER INVESTMENT MANAGEMENT GROUP	$248M	5,081,740	+661,029	add
93	SEI INVESTMENTS CO	$248M	5,081,517	+795,204	add
94	OMERS ADMINISTRATION Corp	$242M	4,974,157	+117,037	add
95	Universal- Beteiligungs- und Servicegesellschaft mbH	$242M	4,979,383	−333,431	trim
96	DnB Asset Management AS	$238M	4,876,644	+43,669	add
97	Unisphere Establishment	$233M	4,774,000	−863,300	trim
98	AMERICAN CENTURY COMPANIES INC	$230M	4,720,368	+108,977	add
99	ABN AMRO Bank N.V.	$229M	4,660,755	−1,783,654	trim
100	Capital Research Global Investors	$229M	4,692,650	+837,827	add
101	STOREBRAND ASSET MANAGEMENT AS	$225M	4,616,966	—	no prior
102	BRANDES INVESTMENT PARTNERS, LP	$223M	4,566,877	+180,675	add
103	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$221M	4,541,316	−5,940	trim
104	CIBC WORLD MARKET INC.	$219M	4,485,581	+1,391,530	add
105	Bank Julius Baer & Co. Ltd, Zurich	$212M	4,388,492	+3,039,632	add
106	PANAGORA ASSET MANAGEMENT INC	$210M	4,302,305	+81,346	add
107	CI INVESTMENTS INC.	$208M	4,272,260	−123,666	trim
108	Korea Investment CORP	$208M	4,258,298	−433,119	trim
109	PRUDENTIAL FINANCIAL INC	$204M	4,184,811	−1,157,014	trim
110	UniSuper Management Pty Ltd	$203M	4,173,354	−229,332	trim
111	Cerity Partners LLC	$201M	4,130,968	−138,298	trim
112	Lansforsakringar Fondforvaltning AB (publ)	$201M	4,119,363	−177,585	trim
113	Alecta Tjanstepension Omsesidigt	$195M	4,003,200	−1,807,100	trim
114	MACKENZIE FINANCIAL CORP	$195M	3,994,319	+1,587,040	add
115	DANSKE BANK A/S	$191M	3,927,382	−281,201	trim
116	PFA Pension, Forsikringsaktieselskab	$189M	3,872,414	+3,872,414	new
117	KEYBANK NATIONAL ASSOCIATION/OH	$187M	3,825,651	−80,178	trim
118	Prana Capital Management, LP	$186M	3,824,154	+873,694	add
119	Man Group plc	$184M	3,782,655	+678,680	add
120	APG Asset Management N.V.	$184M	4,343,196	+214,856	add
121	BROWN ADVISORY INC	$183M	3,758,318	−236,231	trim
122	Point72 Asset Management, L.P.	$180M	3,687,629	−43,440	trim
123	STATE OF WISCONSIN INVESTMENT BOARD	$180M	3,685,260	−13,956	trim
124	Creative Planning	$179M	3,662,719	−36,354	trim
125	FEDERATED HERMES, INC.	$178M	3,653,993	−640,626	trim
126	GREAT LAKES ADVISORS, LLC	$172M	3,524,703	−143,342	trim
127	Quantinno Capital Management LP	$171M	3,505,085	+1,035,850	add
128	Focus Partners Wealth	$170M	3,483,781	−61,498	trim
129	Pictet Asset Management Holding SA	$167M	3,429,358	+69,382	add
130	Mitsubishi UFJ Trust & Banking Corp	$167M	3,420,923	+143,869	add
131	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$165M	4,047,031	+975,397	add
132	Retirement Systems of Alabama	$165M	3,384,831	−20,121	trim
133	Chevy Chase Trust Holdings, LLC	$162M	3,330,535	−144,481	trim
134	Asset Management One Co., Ltd.	$161M	3,297,664	−233,674	trim
135	Connor, Clark & Lunn Investment Management Ltd.	$161M	3,295,934	+1,719,016	add
136	ROYAL LONDON ASSET MANAGEMENT LTD	$157M	3,229,664	−6,884	trim
137	MILFORD FUNDS LTD	$156M	3,191,472	−967,425	trim
138	M&T BANK CORP	$155M	3,177,900	−191,167	trim
139	Zurcher Kantonalbank (Zurich Cantonalbank)	$153M	3,129,083	−1,460,880	trim
140	BANK OF NOVA SCOTIA	$151M	3,090,455	−8,821	trim
141	EDMOND DE ROTHSCHILD HOLDING S.A.	$150M	3,075,278	−79,538	trim
142	Compagnie Lombard Odier SCmA	$147M	3,022,965	+279,974	add
143	AGF MANAGEMENT LTD	$147M	3,019,732	−5,038,261	trim
144	Himalaya Capital Management LLC	$146M	2,997,987	−7,433,400	trim
145	TD ASSET MANAGEMENT INC	$145M	2,979,398	+29,307	add
146	BALYASNY ASSET MANAGEMENT L.P.	$144M	2,944,656	−861,089	trim
147	Vanguard Investments Australia, Ltd.	$143M	2,936,118	—	no prior
148	TRUIST FINANCIAL CORP	$142M	2,908,477	+21,981	add
149	PUBLIC SECTOR PENSION INVESTMENT BOARD	$141M	2,887,429	−1,907,499	trim
150	Capital International, Inc./CA/	$141M	2,884,403	+369,518	add
151	JENNISON ASSOCIATES LLC	$140M	2,872,458	−2,948,816	trim
152	Artisan Partners Limited Partnership	$139M	2,857,837	−287,190	trim
153	MFF Capital Investments Ltd	$139M	2,841,547	+26,000	add
154	KLP KAPITALFORVALTNING AS	$138M	2,839,341	+24,500	add
155	CREDIT AGRICOLE S A	$138M	2,831,893	−1,394,934	trim
156	PRIMECAP MANAGEMENT CO/CA/	$135M	2,762,232	+221,500	add
157	TORONTO DOMINION BANK	$135M	2,761,750	−3,078,140	trim
158	Smead Capital Management, Inc.	$135M	2,759,684	−410,119	trim
159	EVERETT HARRIS & CO /CA/	$135M	2,759,483	−40,695	trim
160	Mariner, LLC	$134M	2,741,434	+141,582	add
161	Corient Private Wealth LLC	$131M	2,694,314	−3,206,710	trim
162	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$131M	2,677,676	−22,236	trim
163	Life Cycle Investment Partners Ltd	$130M	2,669,315	+1,014,287	add
164	Regal Partners Ltd	$128M	2,630,869	+343,088	add
165	COMMONWEALTH EQUITY SERVICES, LLC	$128M	2,624,172	−155,026	trim
166	OSAIC HOLDINGS, INC.	$126M	2,577,947	+671,916	add
167	NOMURA ASSET MANAGEMENT CO LTD	$125M	2,566,914	+18,769	add
168	VOYA INVESTMENT MANAGEMENT LLC	$122M	2,498,425	−4,407,302	trim
169	Federation des caisses Desjardins du Quebec	$120M	2,462,327	+165,994	add
170	JUPITER ASSET MANAGEMENT LTD	$120M	2,564,511	+48,946	add
171	Allspring Global Investments Holdings, LLC	$119M	2,419,819	−844,426	trim
172	Janus Henderson Group Ltd.	$117M	2,397,763	+590,951	add
173	State of New Jersey Common Pension Fund D	$115M	2,357,682	−55,261	trim
174	TEACHER RETIREMENT SYSTEM OF TEXAS	$114M	2,341,477	−263,371	trim
175	Tredje AP-fonden	$113M	2,321,652	+260,364	add
176	Calamos Advisors LLC	$112M	2,291,150	−26,428	trim
177	NORDEA INVESTMENT MANAGEMENT AB	$110M	2,304,467	+188,417	add
178	Danica Pension, Livsforsikringsaktieselskab	$110M	2,247,040	−2,269,343	trim
179	ZACKS INVESTMENT MANAGEMENT	$109M	2,243,352	−13,578	trim
180	CIBC Asset Management Inc	$105M	2,155,950	+112,549	add
181	Mondrian Investment Partners LTD	$104M	2,140,103	−35,298	trim
182	Resona Asset Management Co.,Ltd.	$104M	2,149,467	−15,532	trim
183	WORLDQUANT MILLENNIUM ADVISORS LLC	$103M	2,118,660	−486,910	trim
184	NISA INVESTMENT ADVISORS, LLC	$102M	2,091,427	−813,921	trim
185	Cetera Investment Advisers	$101M	2,066,180	+54,378	add
186	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$99.1M	2,032,905	+55,025	add
187	Empower Advisory Group, LLC	$97.7M	2,003,620	+37,010	add
188	CHOREO, LLC	$95.8M	1,964,393	−6,972	trim
189	SEB Asset Management AB	$95.7M	1,963,661	—	no prior
190	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$95.0M	1,948,645	+1,948,645	new
191	Clark Capital Management Group, Inc.	$94.2M	1,931,707	+35,445	add
192	CITADEL ADVISORS LLC	$91.9M	1,884,892	−224,870	trim
193	Arizona State Retirement System	$91.5M	1,877,644	−99,891	trim
194	COOKE & BIELER LP	$91.0M	1,866,494	−151,730	trim
195	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$90.9M	1,864,689	+1,864,689	new
196	Rockefeller Capital Management L.P.	$90.4M	1,854,660	−15,425	trim
197	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$90.3M	1,852,707	+238,790	add
198	STATE OF MICHIGAN RETIREMENT SYSTEM	$90.1M	1,848,012	−25,500	trim
199	Allianz Asset Management GmbH	$89.8M	1,842,581	−751,770	trim
200	DODGE & COX	$88.7M	1,819,565	−189,457	trim
201	Czech National Bank	$88.1M	1,807,141	+35,628	add
202	Epoch Investment Partners, Inc.	$87.2M	1,787,953	−52,653	trim
203	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$85.9M	1,761,130	+647,950	add
204	HOMESTEAD ADVISERS CORP	$85.2M	1,756,142	+210,400	add
205	FIRST FINANCIAL BANKSHARES INC	$85.1M	1,745,626	+29,413	add
206	EFG International AG	$84.9M	1,741,866	+550,658	add
207	ALGEBRIS (UK) LTD	$82.7M	1,699,886	+1,699,886	new
208	GATEWAY INVESTMENT ADVISERS LLC	$81.5M	1,671,945	+24,906	add
209	MOORE CAPITAL MANAGEMENT, LP	$80.3M	1,646,720	−423,360	trim
210	Quilter Plc	$79.2M	1,625,240	+108,684	add
211	ABN AMRO INVESTMENT SOLUTIONS	$78.7M	1,615,189	−66,810	trim
212	Rafferty Asset Management, LLC	$78.6M	1,613,204	−436,159	trim
213	Freestone Grove Partners LP	$77.9M	1,598,716	+326,056	add
214	Walleye Capital LLC	$77.1M	1,580,568	−533,918	trim
215	MetLife Investment Management, LLC	$76.7M	1,572,900	−61,999	trim
216	Longaeva Partners L.P.	$75.8M	1,555,661	+1,555,661	new
217	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$75.4M	1,545,684	−17,029	trim
218	Skandinaviska Enskilda Banken AB (publ)	$74.3M	1,524,000	−401,845	trim
219	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$73.2M	1,512,405	+670,099	add
220	Crake Asset Management LLP	$72.0M	1,477,061	+223,000	add
221	ATALANTA SOSNOFF CAPITAL, LLC	$71.7M	1,470,886	−175,349	trim
222	Sumitomo Mitsui DS Asset Management Company, Ltd	$71.6M	1,469,106	−5,535	trim
223	EASTERN BANK	$71.4M	1,464,802	+84,646	add
224	American Assets Investment Management, LLC	$71.1M	15,224,325	0	no change
225	CIBC Bancorp USA Inc.	$70.0M	1,436,867	—	no prior
226	MUFG Securities EMEA plc	$69.1M	1,418,069	+1,128,648	add
227	CWM, LLC	$68.8M	1,411,541	+24,563	add
228	IFM Investors Pty Ltd	$68.3M	1,400,285	+18,222	add
229	RENAISSANCE TECHNOLOGIES LLC	$67.5M	1,384,787	+1,384,787	new
230	Capital International Sarl	$66.1M	1,356,337	+227,808	add
231	ProShare Advisors LLC	$65.7M	1,347,630	−78,606	trim
232	Mirae Asset Global Investments Co., Ltd.	$64.7M	1,326,751	+165,897	add
233	Ruffer LLP	$64.3M	1,315,860	−352,170	trim
234	Woodline Partners LP	$63.8M	1,308,143	+156,017	add
235	MERCER GLOBAL ADVISORS INC /ADV	$63.7M	1,307,577	−98,070	trim
236	SUVRETTA CAPITAL MANAGEMENT, LLC	$63.1M	1,295,245	−222,385	trim
237	Candriam S.C.A.	$62.8M	1,289,220	−84,140	trim
238	Tidal Investments LLC	$62.5M	1,288,184	+473,639	add
239	XPONANCE LLC	$61.2M	1,255,705	+148,539	add
240	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$60.8M	1,246,854	−707,187	trim
241	SAPIENT CAPITAL LLC	$60.5M	1,240,989	−326,572	trim
242	Zurich Insurance Group Ltd/FI	$59.8M	1,226,150	−250,357	trim
243	AE Wealth Management LLC	$59.1M	1,212,887	−295,942	trim
244	Spectrum Financial Alliance Ltd LLC	$58.8M	1,206,752	+70,983	add
245	Cresset Asset Management, LLC	$58.7M	1,204,970	−60,492	trim
246	Varma Mutual Pension Insurance Co	$58.3M	1,196,424	0	no change
247	Daiwa Securities Group Inc.	$58.2M	1,194,156	+67,502	add
248	BAHL & GAYNOR INC	$58.1M	1,191,161	−46,909	trim
249	Squarepoint Ops LLC	$57.7M	1,183,086	−921,341	trim
250	BERKSHIRE ASSET MANAGEMENT LLC/PA	$57.2M	1,173,442	+2,317	add
251	Grantham, Mayo, Van Otterloo & Co. LLC	$57.1M	1,171,858	+61,159	add
252	COMMERCE BANK	$56.9M	1,167,561	+96,239	add
253	SALZHAUER MICHAEL	$56.9M	2,110,909	+699,590	add
254	SCOTIA CAPITAL INC.	$56.3M	1,155,752	−39,022	trim
255	SALEM INVESTMENT COUNSELORS INC	$55.2M	1,132,378	+5,454	add
256	WATERS PARKERSON & CO., LLC	$55.1M	1,129,485	−17,878	trim
257	NATIXIS	$54.7M	1,122,144	+677,295	add
258	BSN Capital Partners Ltd	$54.6M	1,006,820	—	no prior
259	Empowered Funds, LLC	$54.5M	1,118,586	+1,118,586	new
260	TD Waterhouse Canada Inc.	$54.4M	1,105,554	+225,844	add
261	Banco Santander, S.A.	$53.7M	1,101,475	+58,233	add
262	SHAPIRO CAPITAL MANAGEMENT LLC	$52.9M	1,085,121	−63,883	trim
263	USS Investment Management Ltd	$52.9M	1,084,283	+16,100	add
264	MAI Capital Management	$52.8M	1,083,470	+1,011	add
265	TCTC Holdings, LLC	$52.5M	1,077,332	−2,734	trim
266	OFI INVEST ASSET MANAGEMENT	$52.3M	1,230,278	+149,415	add
267	Utah Retirement Systems	$52.1M	1,067,791	−41,536	trim
268	WESTFIELD CAPITAL MANAGEMENT CO LP	$52.0M	1,066,885	−2,756,724	trim
269	LGT Group Foundation	$51.0M	1,046,537	−703,251	trim
270	Bridgewater Associates, LP	$50.8M	1,042,897	+32,504	add
271	BLAIR WILLIAM & CO/IL	$50.8M	1,042,103	−8,606	trim
272	Crossmark Global Holdings, Inc.	$50.3M	1,032,440	—	no prior
273	FIL Ltd	$49.8M	1,022,493	+116,416	add
274	Pathstone Holdings, LLC	$48.4M	992,753	−15,030	trim
275	REGIONS FINANCIAL CORP	$48.3M	990,060	+93,040	add
276	Sequoia Financial Advisors, LLC	$48.1M	986,686	−2,196	trim
277	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$48.0M	985,302	+11,815	add
278	Vident Advisory, LLC	$47.9M	982,302	+57,268	add
279	WELCH & FORBES LLC	$47.6M	976,595	−13,383	trim
280	LETKO, BROSSEAU & ASSOCIATES INC	$47.6M	975,440	−4,375	trim
281	Covea Finance	$47.5M	975,085	+249,785	add
282	Vinva Investment Management Ltd	$47.4M	1,004,227	+127,918	add
283	NEOS Investment Management LLC	$47.2M	969,136	+33,791	add
284	Vest Financial, LLC	$46.9M	962,290	+347,620	add
285	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$46.9M	966,251	+47,171	add
286	Vanguard Personalized Indexing Management, LLC	$45.8M	939,695	+6,391	add
287	Trexquant Investment LP	$45.7M	938,177	+938,177	new
288	Teewinot Capital Advisers, L.L.C.	$45.5M	934,114	−22,420	trim
289	ADAMS DIVERSIFIED EQUITY FUND, INC.	$45.5M	932,768	+36,800	add
290	Wealthfront Advisers LLC	$45.2M	927,086	−8,715	trim
291	Swiss Life Asset Management Ltd	$44.7M	916,969	+94,106	add
292	TODD ASSET MANAGEMENT LLC	$44.1M	904,122	−7,922	trim
293	NewEdge Advisors, LLC	$43.8M	916,918	+916,918	new
294	QRG CAPITAL MANAGEMENT, INC.	$43.2M	886,958	+70,109	add
295	PINNACLE ASSOCIATES LTD	$43.1M	885,036	−14,211	trim
296	NISSAY ASSET MANAGEMENT CORP /JAPAN	$42.8M	877,259	−10,851	trim
297	BCV Asset Management Inc.	$42.5M	871,905	+75,879	add
298	Investment Management Corp of Ontario	$42.4M	869,797	+235,709	add
299	Groupe la Francaise	$42.1M	866,166	−115,249	trim
300	TRILLIUM ASSET MANAGEMENT, LLC	$40.9M	803,447	−34,170	trim
301	Concurrent Investment Advisors, LLC	$40.8M	835,971	+16,877	add
302	DAVIS R M INC	$40.3M	826,326	+38,165	add
303	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$40.3M	825,662	−1,136,800	trim
304	Mesirow Financial Investment Management, Inc.	$40.1M	822,060	+58,870	add
305	Andra AP-fonden	$39.7M	815,018	+490,801	add
306	AIA Group Ltd	$38.9M	798,364	+147,268	add
307	Kimelman & Baird, LLC	$38.6M	791,701	−2,293	trim
308	YOUSIF CAPITAL MANAGEMENT, LLC	$38.6M	791,565	−36,265	trim
309	MACQUARIE GROUP LTD	$38.5M	789,767	−2,072,313	trim
310	BANQUE PICTET & CIE SA	$38.5M	789,707	−28,241	trim
311	WESTWOOD HOLDINGS GROUP INC	$38.2M	783,103	−34,157	trim
312	Ancora Advisors LLC	$37.8M	775,619	−53,830	trim
313	OPPENHEIMER ASSET MANAGEMENT INC.	$37.2M	762,631	+762,631	new
314	RBF Capital, LLC	$37.1M	760,000	−760,000	trim
315	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$37.0M	759,936	−9,489	trim
316	ASR Vermogensbeheer N.V.	$36.3M	744,937	+13,099	add
317	Annex Advisory Services, LLC	$36.0M	738,938	+672,056	add
318	ASSETMARK, INC	$36.0M	738,069	−278,601	trim
319	Migdal Insurance & Financial Holdings Ltd.	$35.6M	730,000	+730,000	new
320	MIZUHO MARKETS AMERICAS LLC	$35.5M	728,500	0	no change
321	UMB Bank, n.a.	$35.3M	723,806	−10,113	trim
322	FLPUTNAM INVESTMENT MANAGEMENT CO	$34.9M	716,882	−22,854	trim
323	OP Asset Management Ltd	$34.8M	714,681	—	no prior
324	NorthCrest Asset Manangement, LLC	$34.8M	705,325	−297,341	trim
325	&PARTNERS	$34.7M	710,275	+53,906	add
326	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$34.4M	705,814	−15,608	trim
327	Gradient Investments LLC	$33.9M	695,981	+9,839	add
328	Holocene Advisors, LP	$33.7M	692,191	+131,716	add
329	Evelyn Partners Investment Management LLP	$33.7M	691,958	+49,336	add
330	B. Metzler seel. Sohn & Co. AG	$33.5M	687,771	−16,721	trim
331	Badgley Phelps Wealth Managers, LLC	$33.4M	684,384	−22,115	trim
332	Northwest & Ethical Investments L.P.	$33.3M	683,596	−4,323	trim
333	CAPITAL INTERNATIONAL LTD /CA/	$33.3M	682,465	+82,929	add
334	Mediolanum International Funds Ltd	$33.2M	703,227	−773,754	trim
335	PRUDENTIAL PLC	$32.9M	675,722	−244,472	trim
336	GLENMEDE TRUST CO NA	$32.9M	674,566	−67,692	trim
337	U.S. Capital Wealth Advisors, LLC	$32.6M	668,423	−5,013	trim
338	Nippon Life Global Investors Americas, Inc.	$32.3M	661,590	−217,740	trim
339	MML INVESTORS SERVICES, LLC	$32.1M	659,336	−235,523	trim
340	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$31.9M	654,766	+13,789	add
341	HANCOCK WHITNEY CORP	$31.4M	635,706	−8,576	trim
342	BlueCrest Capital Management Ltd	$30.7M	630,179	−418,914	trim
343	TUDOR INVESTMENT CORP ET AL	$30.6M	628,080	−269,818	trim
344	Beacon Pointe Advisors, LLC	$30.3M	621,837	+132,240	add
345	IEQ CAPITAL, LLC	$30.2M	619,936	−94,479	trim
346	Elo Mutual Pension Insurance Co	$29.6M	606,598	−23,937	trim
347	Pinnacle Financial Partners, Inc.	$29.3M	601,671	+9,025	add
348	Azimuth Capital Investment Management LLC	$29.2M	598,471	−203,646	trim
349	Carnegie Investment Counsel	$29.1M	625,930	+75,947	add
350	Kestra Advisory Services, LLC	$28.7M	589,010	+42,794	add
351	JANE STREET GROUP, LLC	$28.7M	588,025	−739,881	trim
352	71 West Capital Partners	$28.6M	587,084	+23,129	add
353	NS Partners Ltd	$28.5M	585,300	+116,503	add
354	Waverly Advisors, LLC	$28.4M	582,978	+17,046	add
355	Nan Shan Life Insurance Co., Ltd.	$27.6M	565,955	+565,955	new
356	Fullerton Fund Management Co Ltd.	$26.9M	551,883	−145,644	trim
357	Steward Partners Investment Advisory, LLC	$26.7M	547,716	−217,341	trim
358	Jain Global LLC	$26.4M	541,172	+541,172	new
359	Capricorn Fund Managers Ltd	$26.2M	537,000	+511,535	add
360	FACTORY MUTUAL INSURANCE CO	$26.1M	535,080	+7,950	add
361	OPPENHEIMER & CO INC	$25.9M	531,889	+531,889	new
362	Avanza Fonder AB	$25.6M	524,687	+9,898	add
363	BRAUN STACEY ASSOCIATES INC	$25.0M	512,456	+984	add
364	ARIEL INVESTMENTS, LLC	$25.0M	512,111	−5,331	trim
365	Private Advisor Group, LLC	$24.8M	507,885	−20,058	trim
366	Lido Advisors, LLC	$24.6M	504,467	+40,499	add
367	Voleon Capital Management LP	$24.6M	504,280	+105,678	add
368	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.5M	502,396	+58,329	add
369	Bank Pictet & Cie (Europe) AG	$24.2M	497,211	−42,796	trim
370	Allworth Financial LP	$24.0M	492,197	+24,924	add
371	SHELTON CAPITAL MANAGEMENT	$23.9M	490,613	+33,077	add
372	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$23.7M	486,205	−114,418	trim
373	Capital Investment Advisors, LLC	$23.7M	485,278	−12,894	trim
374	STEPHENS INC /AR/	$23.3M	475,941	−1,642	trim
375	Aware Super Pty Ltd as trustee of Aware Super	$23.3M	476,994	—	no prior
376	SAMLYN CAPITAL, LLC	$23.1M	473,238	−8,950,215	trim
377	Matthew Goff Investment Advisor, LLC	$22.9M	470,629	−6,273	trim
378	Ethic Inc.	$22.8M	468,172	+10,667	add
379	D.A. DAVIDSON & CO.	$22.8M	467,885	+9,416	add
380	FORBES J M & CO LLP	$22.8M	466,961	+2,767	add
381	Jefferies Financial Group Inc.	$22.7M	465,020	+300,890	add
382	EP Wealth Advisors, LLC	$22.5M	462,260	+77,020	add
383	TOCQUEVILLE ASSET MANAGEMENT L.P.	$22.5M	460,933	−17,736	trim
384	Dai-ichi Life Insurance Company, Ltd	$22.4M	459,655	−105,804	trim
385	Generali Asset Management SPA SGR	$22.0M	450,544	+6,669	add
386	Osmosis Investment Management UK Ltd	$21.8M	446,596	−49,389	trim
387	Aristotle Atlantic Partners, LLC	$21.5M	440,698	−11,567	trim
388	General Pension Society PZU Joint Stock Co	$21.2M	435,112	0	no change
389	M&G Plc	$21.0M	427,833	+270,420	add
390	SIMON QUICK ADVISORS, LLC	$20.9M	428,627	−180,560	trim
391	HUTCHINSON CAPITAL MANAGEMENT/CA	$20.8M	427,690	−124,124	trim
392	HB Wealth Management, LLC	$20.8M	427,643	+17,772	add
393	GoodHaven Capital Management, LLC	$20.6M	423,479	−50	trim
394	Empire Life Investments Inc.	$20.6M	418,005	−126,495	trim
395	Illinois Municipal Retirement Fund	$20.1M	411,719	+9,673	add
396	Huber Capital Management LLC	$19.9M	408,724	−9,877	trim
397	DDD Partners, LLC	$19.9M	407,840	+1,310	add
398	FARMERS & MERCHANTS INVESTMENTS INC	$19.9M	407,334	+16,955	add
399	Norinchukin Bank, The	$19.7M	404,757	−4,434	trim
400	DAVENPORT & Co LLC	$19.7M	403,524	−5,808	trim
401	MIZUHO SECURITIES USA LLC	$19.6M	401,143	−88,039	trim
402	Applied Finance Capital Management, LLC	$19.2M	394,097	−43,163	trim
403	SP Asset Management LLC	$18.7M	383,698	−3,314	trim
404	Prospera Financial Services Inc	$18.6M	382,296	−2,847	trim
405	HM PAYSON & CO	$18.5M	379,367	−17,903	trim
406	KESTRA PRIVATE WEALTH SERVICES, LLC	$18.4M	378,388	+5,237	add
407	Wharton Business Group, LLC	$18.4M	378,244	−3,059	trim
408	HARTFORD INVESTMENT MANAGEMENT CO	$18.4M	378,181	−10,204	trim
409	MANNING & NAPIER ADVISORS LLC	$18.3M	375,943	−10,709	trim
410	IMC-Chicago, LLC	$18.3M	375,859	+375,859	new
411	Polar Capital Holdings Plc	$18.3M	374,814	−16,796	trim
412	Atria Investments, Inc	$18.2M	373,799	−25,901	trim
413	Delta Global Management LP	$18.1M	372,147	+9,287	add
414	Live Oak Private Wealth LLC	$18.0M	369,637	−1,885	trim
415	NFJ INVESTMENT GROUP, LLC	$17.8M	365,198	−31,392	trim
416	Z3 Capital Partners, LLC	$17.5M	359,960	—	no prior
417	EVERGREEN CAPITAL MANAGEMENT LLC	$17.4M	357,243	−55,703	trim
418	GRIFFIN ASSET MANAGEMENT, INC.	$16.7M	342,036	−2,490	trim
419	DIVERSIFY WEALTH MANAGEMENT, LLC	$16.6M	313,075	+131,003	add
420	Caldwell Investment Management Ltd.	$16.6M	350,000	+350,000	new
421	JACOBS LEVY EQUITY MANAGEMENT, INC	$16.5M	338,537	−36,359	trim
422	Callan Family Office, LLC	$16.4M	337,011	−21,154	trim
423	United Asset Strategies, Inc.	$16.4M	336,239	+2,627	add
424	Maryland State Retirement & Pension System	$16.1M	330,698	−2,462	trim
425	OpenArc Corporate Advisory, LLC	$15.9M	326,449	+58,173	add
426	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$15.8M	323,165	−942	trim
427	1832 Asset Management L.P.	$15.7M	322,403	−2,593,356	trim
428	Livforsakringsbolaget Skandia, Omsesidigt	$15.7M	321,751	+24,600	add
429	Stanley Capital Management, LLC	$15.7M	321,642	0	no change
430	KCM INVESTMENT ADVISORS LLC	$15.6M	319,992	−15,270	trim
431	Orion Porfolio Solutions, LLC	$15.6M	319,930	−23,409	trim
432	Canada Post Corp Registered Pension Plan	$15.6M	319,299	−19,335	trim
433	Texas Yale Capital Corp.	$15.5M	317,381	−1,550	trim
434	Lombard Odier Asset Management (Switzerland) SA	$15.2M	312,658	+22,485	add
435	Laird Norton Wetherby Trust Company, LLC	$15.1M	310,683	−1,067	trim
436	AUXIER ASSET MANAGEMENT LLC	$15.1M	310,053	−1,705	trim
437	Cornerstone Wealth Group, LLC	$14.9M	279,178	−3,294	trim
438	KLCM Advisors, Inc.	$14.9M	306,138	−9,986	trim
439	Xcel Wealth Management, LLC	$14.9M	304,820	−31,893	trim
440	Equitable Holdings, Inc.	$14.7M	273,516	+84,932	add
441	ALLEN HOLDING INC /NY	$14.6M	300,000	0	no change
442	Great Lakes Retirement, Inc.	$14.6M	299,780	+60,284	add
443	LEVIN CAPITAL STRATEGIES, L.P.	$14.5M	298,014	+298,014	new
444	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$14.4M	296,260	+3,100	add
445	DAVIS-REA LTD.	$14.4M	295,796	+24,680	add
446	BOURGEON CAPITAL MANAGEMENT LLC	$14.4M	295,682	+10,177	add
447	BECKER CAPITAL MANAGEMENT INC	$14.3M	293,082	+65,801	add
448	BRADLEY FOSTER & SARGENT INC/CT	$14.3M	292,347	−1,836	trim
449	BENJAMIN EDWARDS INC	$14.2M	290,988	+26,376	add
450	Dana Investment Advisors, Inc.	$14.1M	289,684	−8,364	trim
451	FIRST MANHATTAN CO. LLC.	$14.1M	288,251	−16,203	trim
452	EASTERLY INVESTMENT PARTNERS LLC	$14.0M	288,227	−321,801	trim
453	TRED AVON FAMILY WEALTH, LLC	$14.0M	286,761	−35,507	trim
454	Summit Financial, LLC	$13.9M	285,813	+133,350	add
455	Metis Global Partners, LLC	$13.9M	284,677	−15,152	trim
456	Union Bancaire Privee, UBP SA	$13.8M	313,211	−8,939	trim
457	Merit Financial Group, LLC	$13.7M	282,044	+31,376	add
458	Intesa Sanpaolo S.p.A.	$13.7M	281,485	+31,493	add
459	Optiver Holding B.V.	$13.7M	280,029	+102,734	add
460	Freestone Capital Holdings, LLC	$13.6M	279,302	+1,066	add
461	GRIMES & Co WEALTH MANAGEMENT, LLC	$13.6M	279,038	+803	add
462	JONES FINANCIAL COMPANIES LLLP	$13.6M	278,705	−5,990	trim
463	Assenagon Asset Management S.A.	$13.6M	278,380	+2,878	add
464	J.P. Marvel Investment Advisors, LLC	$13.5M	276,613	−714	trim
465	EQUITABLE TRUST CO	$13.5M	276,430	−3,555	trim
466	AG2R LA MONDIALE GESTION D'ACTIFS	$13.4M	274,435	−4,513	trim
467	Stockman Wealth Management, Inc.	$13.3M	273,628	+11,015	add
468	Gotham Asset Management, LLC	$13.1M	269,381	+2,893	add
469	Stratos Wealth Partners, LTD.	$13.1M	269,331	+2,940	add
470	Savant Capital, LLC	$13.1M	269,331	+25,350	add
471	Arnhold LLC	$13.1M	268,942	0	no change
472	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$13.1M	268,064	+1,273	add
473	INTACT INVESTMENT MANAGEMENT INC.	$13.0M	266,700	+1,300	add
474	FIDELIS CAPITAL PARTNERS, LLC	$13.0M	266,478	−13,081	trim
475	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$12.9M	265,325	+265,325	new
476	True North Advisors, LLC	$12.9M	265,118	−465	trim
477	Diversified Trust Co	$12.9M	265,009	−45,870	trim
478	HIGHLAND CAPITAL MANAGEMENT, LLC	$12.9M	264,342	−32,644	trim
479	River Wealth Advisors LLC	$12.9M	263,873	+4,323	add
480	INTECH INVESTMENT MANAGEMENT LLC	$12.9M	263,805	−13,403	trim
481	Composition Wealth, LLC	$12.7M	261,230	−13,616	trim
482	HUB Investment Partners, LLC	$12.7M	260,172	−11,056	trim
483	J. Safra Sarasin Holding AG	$12.5M	257,772	+230,354	add
484	GERMAN AMERICAN BANCORP, INC.	$12.4M	254,309	−134	trim
485	Summit Trail Advisors, LLC	$12.4M	253,965	+43,328	add
486	CHILTON CAPITAL MANAGEMENT LLC	$12.4M	253,637	−674	trim
487	SouthState Bank Corp	$12.4M	253,378	−1,761	trim
488	NIXON PEABODY TRUST CO	$12.3M	253,200	−27,978	trim
489	Saudi Central Bank	$12.3M	252,909	+252,909	new
490	Northside Capital Management, LLC	$12.3M	251,422	−18,537	trim
491	Westbourne Investment Advisors, Inc.	$12.2M	250,304	−932	trim
492	MALTESE CAPITAL MANAGEMENT LLC	$12.2M	249,713	+98,557	add
493	Redwood Grove Capital, LLC	$12.1M	248,607	−13,000	trim
494	Channing Capital Management, LLC	$12.1M	248,491	+2,831	add
495	LS Investment Advisors, LLC	$12.1M	247,882	−12,997	trim
496	Global Wealth Management Investment Advisory, Inc.	$12.1M	247,786	+12,586	add
497	Clearstead Advisors, LLC	$12.1M	247,763	+86,915	add
498	ALLIANZ SE	$12.1M	247,304	−84,631	trim
499	HOWE & RUSLING INC	$12.1M	247,229	+993	add
500	Adams Asset Advisors, LLC	$11.9M	243,543	−4,499	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BAC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 2 James A. Himes D–CT-4, Laurel M. Lee R–FL-15 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Bridgewater Associates, Gotham Asset Management, Caxton Associates $65.2M held
Trimming: 6 Berkshire Hathaway, Himalaya Capital, Moore Capital Management, Tudor Investment Corp, Viking Global Investors, D1 Capital Partners $25.3B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BANK AMERICA CORP

Merged timeline of congressional filings and notable-manager moves on BAC
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-07-20	James A. Himes Congress	Sale	$1K–$15K
2026-07-19	Laurel M. Lee Congress	Sale	$1K–$15K
2026-05-15	Bridgewater Associates 13F	add	+32,504 sh
2026-05-15	Gotham Asset Management 13F	add	+2,893 sh
2026-05-15	Berkshire Hathaway 13F	trim	−3,671,769 sh
2026-05-15	Himalaya Capital 13F	trim	−7,433,400 sh
2026-05-15	Moore Capital Management 13F	trim	−423,360 sh
2026-05-15	Tudor Investment Corp 13F	trim	−269,818 sh
2026-05-15	Viking Global Investors 13F	exit	−4,494,629 sh
2026-05-15	D1 Capital Partners 13F	exit	−1,245,247 sh
2026-05-14	Caxton Associates 13F	new	+25,712 sh

12 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

61 members of Congress disclosed BAC — the congressional view ↗