BAC — BANK OF AMER CORP
Reported value held$188.48B
Funds holding (latest)62
SectorFinancials
Index member: S&P 500
Funds holding (Q2 2026)53
Institutional value$151.77B · 2.75B sh
New / Add / Cut / Exit3 / 16 / 29 / 3
Top-5 / Top-10 concentration56.7% / 73.5%
Institutional holdings change
Accumulating +3.5%
(+94.07M sh)
Institutional value change
Up +21.9%
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 651.08M | $35.81B | 0.52% | Add |
| BlackRock Inc history | Q2 2026 | 545.68M | $31.09B | 0.49% | Add |
| Berkshire Hathaway history | Q2 2026 | 483.39M | $27.54B | 9.20% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 189.18M | $10.78B | 0.52% | Reduce |
| Geode Capital Management history | Q2 2026 | 157.61M | $8.94B | 0.48% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 131.58M | $7.62B | 0.88% | New |
| Capital World Investors history | Q2 2026 | 115.85M | $6.60B | 0.82% | Reduce |
| Morgan Stanley history | Q2 2026 | 114.60M | $6.53B | 0.36% | Add |
| Norges Bank Investment Management history | Q2 2026 | 83.79M | $4.77B | 0.48% | Reduce |
| Franklin Resources history | Q2 2026 | 72.25M | $4.12B | 0.94% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 63.18M | $3.60B | 0.33% | Reduce |
| Northern Trust Corp history | Q2 2026 | 62.47M | $3.56B | 0.41% | Reduce |
| Invesco Ltd history | Q2 2026 | 58.33M | $3.32B | 0.28% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 45.12M | $2.57B | 0.54% | Add |
| Wellington Management Group history | Q2 2026 | 44.08M | $2.51B | 0.46% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 43.97M | $2.51B | 0.33% | Hold |
| Deutsche Bank AG history | Q2 2026 | 41.40M | $2.36B | 0.72% | Reduce |
| BNY Mellon history | Q2 2026 | 40.61M | $2.31B | 0.39% | Reduce |
| Amundi US history | Q2 2026 | 36.62M | $2.09B | 0.52% | Reduce |
| UBS Group AG history | Q2 2026 | 35.42M | $2.02B | 0.27% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 131.58M sh · $7.62B
- Temasek Holdings 173.97K sh · $9.91M
- Ruane Cunniff & Goldfarb (Sequoia) 3.62K sh · $206.55K
Fully Exited (vs previous quarter)
- Himalaya Capital sold 3.00M sh · $146.15M
- Janus Henderson Group sold 2.40M sh · $116.88M
- Renaissance Technologies sold 1.38M sh · $67.51M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 504.43M | 523.35M | 534.46M | 517.23M | 535.33M | 543.88M | 539.50M | 545.68M |
| Berkshire Hathaway | 1.01B | 1.01B | 1.01B | 1.01B | 1.01B | 1.01B | 1.03B | 1.03B | 1.03B | 1.03B | 1.03B | 1.03B | 797.68M | 680.23M | 631.57M | 605.27M | 568.07M | 517.30M | 513.62M | 483.39M |
| Fidelity Management & Research (FMR) | 215.26M | 220.41M | 216.74M | 225.25M | 231.20M | 243.92M | 235.67M | 206.49M | 189.16M | 187.47M | 191.85M | 200.22M | 190.59M | 193.35M | 203.34M | 209.34M | 209.48M | 214.78M | 198.48M | 189.18M |
| Geode Capital Management | 117.79M | 117.44M | 117.72M | 119.40M | 122.31M | 123.64M | 125.47M | 127.24M | 129.89M | 132.48M | 137.03M | 138.56M | 140.26M | 142.29M | 147.77M | 148.18M | 154.74M | 154.48M | 157.93M | 157.61M |
| JPMorgan Chase & Co | 107.12M | 109.16M | 126.86M | 133.49M | 128.72M | 141.76M | 135.11M | 149.38M | 139.04M | 149.05M | 146.88M | 147.82M | 149.40M | 169.88M | 165.29M | 175.22M | 181.67M | 161.57M | — | 131.58M |
| Capital World Investors | 116.86M | 106.36M | 97.82M | 91.11M | 88.82M | 88.95M | 71.26M | 35.59M | 35.85M | 40.19M | 40.35M | 68.90M | 71.18M | 88.21M | 110.80M | 130.10M | 144.37M | 141.30M | 144.29M | 115.85M |
| Morgan Stanley | 57.96M | 80.16M | 61.83M | 89.11M | 92.17M | 101.43M | 103.26M | 112.30M | 113.15M | 110.89M | 109.09M | 109.16M | 119.05M | 125.21M | 107.23M | 103.66M | 102.60M | 112.79M | 108.67M | 114.60M |
| Norges Bank Investment Management | — | — | — | — | — | 103.76M | — | — | — | 110.91M | — | 122.92M | — | 118.93M | — | 107.60M | — | 86.80M | — | 83.79M |
| Franklin Resources | 23.16M | 30.41M | 27.35M | 30.13M | 38.29M | 36.73M | 36.59M | 50.15M | 53.67M | 41.63M | 75.04M | 71.17M | 83.74M | 84.32M | 69.01M | 56.43M | 47.32M | 57.09M | 73.07M | 72.25M |
| Goldman Sachs Group | 39.42M | 41.11M | 46.57M | 52.28M | 61.10M | 55.37M | 59.42M | 56.60M | 54.34M | 56.71M | 49.85M | 42.62M | 42.75M | 46.83M | 43.40M | 55.78M | 66.62M | 68.27M | 67.68M | 63.18M |
| Northern Trust Corp | 78.15M | 76.00M | 73.58M | 71.94M | 70.63M | 70.63M | 70.08M | 66.25M | 67.65M | 64.22M | 61.08M | 60.76M | 57.96M | 67.94M | 67.28M | 66.77M | 66.31M | 64.54M | 63.14M | 62.47M |
| Invesco Ltd | 60.86M | 56.63M | 56.74M | 53.39M | 55.93M | 57.42M | 57.79M | 48.88M | 49.56M | 47.53M | 47.58M | 45.70M | 47.68M | 48.97M | 60.48M | 65.20M | 61.93M | 60.44M | 60.89M | 58.33M |
| Legal & General Investment Management America | 50.68M | 48.68M | 50.98M | 52.48M | 49.37M | 45.89M | 46.08M | 47.70M | 46.00M | 57.18M | 56.25M | 57.54M | 55.51M | 42.63M | 43.38M | 42.47M | 43.92M | 45.41M | 44.88M | 45.12M |
| Wellington Management Group | 139.72M | 121.28M | 89.13M | 23.47M | 17.68M | 17.65M | 16.12M | 19.76M | 20.10M | 19.94M | 19.98M | 40.61M | 47.20M | 65.90M | 89.94M | 87.31M | 76.55M | 54.47M | 46.63M | 44.08M |
| Charles Schwab Investment Management | 36.28M | 36.34M | 36.94M | 37.25M | 38.73M | 38.72M | 39.42M | 39.77M | 40.52M | 41.83M | 42.72M | 42.83M | 42.63M | 42.93M | 42.35M | 42.42M | 43.83M | 43.63M | 44.14M | 43.97M |
| Deutsche Bank AG | 23.54M | 21.38M | 30.46M | 37.51M | 35.38M | 25.11M | 32.28M | 24.67M | 17.73M | 18.55M | 20.79M | 30.73M | 23.74M | 33.15M | 48.11M | 41.60M | 44.56M | 47.17M | 46.14M | 41.40M |
| BNY Mellon | 61.92M | 63.01M | 61.99M | 64.27M | 62.98M | 66.03M | 56.90M | 54.60M | 52.38M | 55.29M | 52.87M | 50.46M | 56.81M | 59.61M | 60.42M | 55.98M | 54.69M | 57.62M | 40.97M | 40.61M |
| Amundi US | 18.80M | 21.94M | 18.47M | 11.66M | 15.76M | 17.24M | 19.33M | 22.78M | 27.07M | 25.54M | 21.18M | 30.75M | 27.59M | 37.82M | 39.23M | 34.06M | 33.44M | 37.66M | 42.39M | 36.62M |
| UBS Group AG | 36.26M | 52.94M | 40.60M | 42.18M | 45.21M | 44.55M | 36.96M | 36.79M | 37.17M | 39.21M | 43.29M | 41.22M | 43.40M | 51.32M | 62.82M | 53.65M | 51.89M | 53.73M | 40.71M | 35.42M |
| Wells Fargo & Co | 22.40M | 21.31M | 26.78M | 27.11M | 28.93M | 28.41M | 26.94M | 28.11M | 26.36M | 26.17M | 29.64M | 28.94M | 32.16M | 33.42M | 32.30M | 32.07M | 34.14M | 37.26M | 34.69M | 34.71M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details