DaveManuel.com · Institutional Ownership · Who Owns It
BANK OF AMER CORP (BACPRL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
274
Reporting holders
$2.4B
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | $283.7M | 226,135 | 0.25% | 17q | -7.4%-$22.8M |
| BlackRock, Inc. | $199.2M | 158,772 | 0.00% | 8q | -1.4%-$2.8M |
| ADVENT CAPITAL MANAGEMENT /DE/ | $183.9M | 146,276 | 4.12% | 19q | -1.9%-$3.6M |
| CAMDEN ASSET MANAGEMENT L P /CA | $99.7M | 79,488 | 2.90% | 19q | +10.6%+$9.6M |
| VICTORY CAPITAL MANAGEMENT INC | $91.4M | 72,897 | 0.05% | 19q | +4.1%+$3.6M |
| TWO SIGMA INVESTMENTS, LP | $87.5M | 69,772 | 0.06% | 2q | -26.1%-$30.9M |
| Hudson Bay Capital Management LP | $80.7M | 64,368 | 0.22% | 2q | +77.9%+$35.3M |
| First Eagle Investment Management, LLC | $74.4M | 59,282 | 0.06% | 19q | +100.0%+$37.2M |
| AMERIPRISE FINANCIAL INC | $71.9M | 57,333 | 0.01% | 19q | HELD |
| CSS LLC/IL | $63.3M | 50,372 | 2.46% | 6q | +388.4%+$50.3M |
| STATE STREET CORP | $58.1M | 46,356 | 0.00% | 19q | +14.6%+$7.4M |
| AMERICAN CENTURY COMPANIES INC | $53.9M | 42,898 | 0.02% | 19q | HELD |
| MORGAN STANLEY | $48.8M | 38,878 | 0.00% | 19q | -2.3%-$1.1M |
| ZAZOVE ASSOCIATES LLC | $45.1M | 35,925 | 3.68% | 4q | -17.4%-$9.5M |
| Walleye Capital LLC | $40.6M | 32,281 | 0.15% | new | NEW |
| FMR LLC | $40.4M | 32,206 | 0.00% | 19q | -4.6%-$2.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $37.8M | 30,108 | 0.03% | 18q | -30.5%-$16.6M |
| WELLS FARGO & COMPANY/MN | $36.1M | 28,746 | 0.01% | 19q | +50.0%+$12.0M |
| Calamos Advisors LLC | $34.8M | 27,725 | 0.12% | 19q | -1.7%-$588.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $34.2M | 27,245 | 0.04% | 9q | HELD |
| Advisors Capital Management, LLC | $33.9M | 27,022 | 0.36% | 9q | +8.9%+$2.8M |
| Nuveen, LLC | $33.0M | 26,344 | 0.01% | 6q | -2.2%-$757.7K |
| Thrivent Financial for Lutherans | $30.1M | 23,993 | 0.05% | 19q | +1.1%+$326.2K |
| UBS Group AG | $28.5M | 22,715 | 0.00% | 19q | +29.2%+$6.4M |
| MacKay Shields LLC | $26.1M | 20,806 | 0.88% | 19q | HELD |
| LORD, ABBETT & CO. LLC | $22.2M | 17,654 | 0.06% | 19q | HELD |
| SSI INVESTMENT MANAGEMENT LLC | $20.9M | 16,643 | 1.21% | 19q | +2.0%+$419.0K |
| VILLERE ST DENIS J & CO LLC | $20.7M | 16,522 | 2.47% | 19q | -11.2%-$2.6M |
| PIER 88 INVESTMENT PARTNERS LLC | $20.4M | 16,253 | 4.85% | 17q | +19.0%+$3.3M |
| EVERETT HARRIS & CO /CA/ | $17.7M | 14,115 | 0.22% | 19q | -0.8%-$138.0K |
| Focus Partners Wealth | $16.5M | 13,149 | 0.02% | 9q | -0.8%-$134.2K |
| JPMORGAN CHASE & CO | $15.6M | 13,062 | 0.00% | 19q | +8.6%+$1.2M |
| Phraction Management LLC | $15.3M | 12,158 | 2.56% | 18q | -0.5%-$84.1K |
| Lombard Odier Asset Management (Europe) Ltd | $14.2M | 11,317 | 0.60% | new | NEW |
| FRANKLIN RESOURCES INC | $13.7M | 10,899 | 0.00% | 14q | -3.5%-$501.8K |
| Invesco Ltd. | $12.1M | 9,606 | 0.00% | 19q | -47.8%-$11.1M |
| NEW ENGLAND ASSET MANAGEMENT INC | $11.8M | 9,435 | 1.37% | 19q | HELD |
| LPL Financial LLC | $10.7M | 8,530 | 0.00% | 17q | +2.6%+$268.5K |
| RATIONAL ADVISORS, INC. | $10.1M | 8,048 | 0.93% | 10q | HELD |
| Skaana Management L.P. | $9.4M | 7,592 | 2.02% | 2q | -13.9%-$1.5M |
| CONNING INC. | $9.1M | 7,235 | 0.27% | 19q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.8M | 7,044 | 0.00% | 7q | -0.8%-$67.7K |
| RB Capital Management, LLC | $8.6M | 6,870 | 1.68% | 19q | -2.7%-$235.8K |
| BANK OF AMERICA CORP /DE/ | $8.4M | 6,712 | 0.00% | 19q | +5.1%+$410.2K |
| Xcel Wealth Management, LLC | $8.2M | 6,620 | 1.95% | 19q | +13.0%+$939.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7.9M | 6,334 | 0.01% | 5q | +22.0%+$1.4M |
| Stratos Wealth Partners, LTD. | $7.9M | 6,284 | 0.08% | 18q | +0.8%+$61.5K |
| NOMURA HOLDINGS INC | $7.8M | 6,250 | 0.01% | 2q | -12.9%-$1.2M |
| Russell Investments Group, Ltd. | $6.8M | 5,419,000? | 0.01% | 17q | |
| WHALEROCK POINT PARTNERS, LLC | $6.5M | 5,152 | 1.10% | 3q | -2.9%-$194.4K |
| Ameritas Advisory Services, LLC | $6.3M | 5,044 | 0.13% | 15q | +31.4%+$1.5M |
| EPIQ PARTNERS, LLC | $6.2M | 4,978 | 2.65% | 8q | HELD |
| Hudson Capital Management LLC | $6.2M | 4,954 | 1.50% | 19q | +1.7%+$104.1K |
| Cutler Capital Management, LLC | $6.2M | 4,905 | 1.60% | 2q | +46.2%+$1.9M |
| Cannell & Spears LLC | $5.9M | 4,720 | 0.11% | 2q | -0.7%-$41.4K |
| ALLIANCEBERNSTEIN L.P. | $5.9M | 4,959 | 0.00% | 19q | -36.1%-$3.3M |
| Verition Fund Management LLC | $5.9M | 4,688,000? | 0.03% | 2q | |
| Aequim Alternative Investments LP | $5.4M | 4,279 | 0.08% | 2q | HELD |
| LAFFER TENGLER INVESTMENTS, INC. | $5.4M | 4,294 | 0.69% | 20q | +1.9%+$101.2K |
| STIFEL FINANCIAL CORP | $4.8M | 3,864 | 0.00% | 19q | -24.6%-$1.6M |
| Peloton Wealth Strategists | $4.6M | 3,650 | 1.69% | 15q | HELD |
| Seven Springs Wealth Group, LLC | $4.6M | 3,644 | 1.00% | 19q | +7.9%+$333.7K |
| ROYAL BANK OF CANADA | $4.5M | 3,602 | 0.00% | 19q | +3.2%+$141.8K |
| WELLINGTON MANAGEMENT GROUP LLP | $4.4M | 3,477 | 0.00% | 15q | -30.5%-$1.9M |
| Kestra Advisory Services, LLC | $4.0M | 3,178 | 0.01% | 19q | -3.7%-$154.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 3,040 | 0.00% | 11q | +47.9%+$1.2M |
| PALISADE CAPITAL MANAGEMENT, LP | $3.8M | 3,024 | 0.17% | 19q | -20.1%-$955.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $3.5M | 2,792 | 0.03% | 19q | HELD |
| LAKE STREET PRIVATE WEALTH, LLC | $3.5M | 2,780 | 0.40% | 14q | -3.3%-$120.4K |
| AGF MANAGEMENT LTD | $3.1M | 2,500 | 0.01% | 12q | HELD |
| Mariner, LLC | $3.1M | 2,466 | 0.00% | 16q | +0.9%+$27.6K |
| Marathon Trading Investment Management LLC | $3.1M | 2,464 | 0.10% | 19q | HELD |
| KCM INVESTMENT ADVISORS LLC | $2.9M | 2,326 | 0.09% | 15q | HELD |
| NEUBERGER BERMAN GROUP LLC | $2.9M | 2,286 | 0.00% | 19q | -6.3%-$191.9K |
| AEGON USA Investment Management, LLC | $2.8M | 2,248 | 2.02% | 19q | HELD |
| FOUNDERS CAPITAL MANAGEMENT, LLC | $2.8M | 2,217 | 0.42% | 19q | HELD |
| MONTAG A & ASSOCIATES INC | $2.7M | 2,157 | 0.11% | 19q | HELD |
| LexAurum Advisors, LLC | $2.7M | 2,130 | 0.31% | 30q | HELD |
| ALEXANDER LABRUNERIE & CO., INC. | $2.5M | 2,021 | 0.89% | 10q | -2.0%-$51.4K |
| Private Wealth Partners, LLC | $2.5M | 2,000 | 0.18% | 6q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.5M | 1,964 | 0.00% | 3q | -1.8%-$43.9K |
| Snowden Capital Advisors LLC | $2.5M | 1,962 | 0.06% | 11q | HELD |
| Uniplan Investment Counsel, Inc. | $2.3M | 1,816 | 0.21% | 21q | -5.2%-$124.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 1,750 | 0.00% | 19q | +2.6%+$55.2K |
| SHRIER WEALTH MANAGEMENT, LLC | $2.1M | 1,713 | 0.72% | 3q | -1.2%-$25.1K |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 1,705 | 0.00% | 15q | -20.6%-$555.9K |
| HRT FINANCIAL LP | $2.1M | 1,649 | 0.00% | 2q | +268.9%+$1.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2.0M | 1,575 | 0.00% | 10q | HELD |
| SUMMITRY LLC | $1.9M | 1,551 | 0.06% | 19q | HELD |
| Edgemoor Investment Advisors, Inc. | $1.9M | 1,519 | 0.13% | 14q | -3.2%-$62.7K |
| Curi Capital, LLC | $1.9M | 1,494 | 0.03% | 19q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 1,409 | 0.00% | 19q | +22.6%+$326.2K |
| Diversify Advisory Services, LLC | $1.7M | 1,329 | 0.03% | 5q | +9.7%+$150.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 1,329 | 0.03% | 2q | +6.7%+$108.2K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 1,299 | 0.00% | 19q | -1.4%-$23.8K |
| Union Bancaire Privee, UBP SA | $1.5M | 1,415 | 0.02% | 6q | HELD |
| Apella Capital, LLC | $1.5M | 1,190 | 0.02% | 2q | -1.2%-$18.9K |
| Warberg Asset Management LLC | $1.5M | 1,180 | 0.27% | 3q | -21.3%-$401.4K |
| HUNTINGTON NATIONAL BANK | $1.4M | 1,136 | 0.01% | 31q | HELD |
| Cove Private Wealth, LLC | $1.4M | 1,118 | 0.27% | 11q | HELD |
Showing the largest 100 of 277 reported holders. The count of 274 above leaves out 3 positions whose reported value failed our price check; they are listed here as filed.
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 | 74 | $122.4M | 100,448 | 3 | 8 | 15 | 0.0% |
| Q2 2026 | 274 | $2.4B | 1,875,180 | 18 | 55 | 77 | 0.0% |
| Q1 2026 | 272 | $2.1B | 1,797,022 | 27 | 55 | 67 | 0.0% |
| Q4 2025 | 263 | $2.3B | 1,970,096 | 12 | 71 | 63 | 0.0% |
| Q3 2025 | 262 | $2.4B | 1,839,552 | 15 | 57 | 58 | 0.0% |
| Q2 2025 | 270 | $2.3B | 1,859,711 | 20 | 52 | 82 | 0.0% |
| Q1 2025 | 263 | $2.7B | 2,152,131 | 19 | 65 | 71 | 0.0% |
| Q4 2024 | 258 | $2.3B | 1,866,139 | 12 | 61 | 65 | 0.0% |
| Q3 2024 | 263 | $2.4B | 1,857,895 | 23 | 59 | 60 | 0.0% |
| Q2 2024 | 255 | $2.2B | 1,870,709 | 24 | 65 | 68 | 0.0% |
| Q1 2024 | 243 | $2.3B | 1,900,900 | 25 | 59 | 63 | 0.0% |
| Q4 2023 | 234 | $2.3B | 1,900,832 | 23 | 57 | 71 | 0.0% |
| Q3 2023 | 218 | $2.0B | 1,796,507 | 12 | 50 | 67 | 0.0% |
| Q2 2023 | 222 | $2.1B | 1,779,999 | 14 | 51 | 63 | 0.0% |
| Q1 2023 | 219 | $2.1B | 1,767,554 | 27 | 56 | 55 | 0.0% |
| Q4 2022 | 217 | $2.0B | 1,749,195 | 34 | 55 | 59 | 0.0% |
| Q3 2022 | 198 | $6.6B | 5,625,445 | 11 | 57 | 40 | 0.0% |
| Q2 2022 | 207 | $7.1B | 5,854,712 | 32 | 41 | 52 | 0.0% |
| Q1 2022 | 193 | $7.9B | 5,972,733 | 24 | 41 | 49 | 0.0% |
| Q4 2021 | 199 | $88.3B | 60,900,221 | 179 | 4 | 2 | 0.0% |
| Q3 2021 | 16 | $3.6B | 2,529,712 | 2 | 3 | 3 | 0.0% |
| Q2 2021 | 17 | $2.1B | 1,502,834 | 4 | 6 | 1 | 0.0% |
| Q1 2021 | 17 | $114.5M | 81,867 | 0 | 4 | 4 | 0.0% |
| Q4 2020 | 54 | $373.2M | 245,755 | 4 | 7 | 12 | 0.0% |
| Q3 2020 | 211 | $5.2B | 3,476,831 | 19 | 45 | 50 | 0.0% |
| Q2 2020 | 202 | $4.7B | 3,476,925 | 18 | 51 | 49 | 0.0% |
| Q1 2020 | 198 | $4.8B | 3,780,479 | 16 | 61 | 40 | 0.0% |
| Q4 2019 | 205 | $5.6B | 3,884,321 | 26 | 38 | 42 | 0.0% |
| Q3 2019 | 188 | $10.0B | 6,692,993 | 18 | 43 | 41 | 0.0% |
| Q2 2019 | 184 | $9.0B | 6,539,735 | 18 | 47 | 34 | 0.0% |
| Q1 2019 | 176 | $7.4B | 5,647,850 | 13 | 44 | 36 | 0.0% |
| Q4 2018 | 180 | $3.2B | 2,537,759 | 1 | 5 | 1 | 0.0% |