Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,863 holders are listed, largest first: 2,863
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $240B
holders whose share count rose or who opened the position (new + add), by shares: 1,257
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 326

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

Newest 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 2026-07-03 → 2026-10-01 · 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	BUY	$15K–$50K
2026-07-20	James A. Himes Congress	SELL	$1K–$15K
2026-07-19	Laurel M. Lee Congress	SELL	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

61 members of Congress disclosed BAC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).