Stock
Reported value
$410.8M
Holders
16
+2 new · −2 exited
Holders’ est. mark
$2.38M
Price effect on 5 books still in the name
Largest holder
$184.2M
BANK OF AMERICA CORP /DE/
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 17M | $184.2M | — | Held |
| MORGAN STANLEY | 14.3M | $155.2M | — | Held |
| Davis Selected Advisers | 2.93M | $31.8M | — | Held |
| BARCLAYS PLC | 2.56M | $27.8M | $2.11M | Added$10M |
| Leonteq Securities AG | 417.1K | $4.53M | $181.8K | Added$2.99M |
| Moneda S.A. Administradora General de Fondos | 321.7K | $3.89M | — | Held |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 195.6K | $2.12M | — | New |
| Savant Capital, LLC | 48.6K | $527.4K | $52.5K | Added$84K |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.9K | $183.8K | $19.5K | Cut−$34.4K |
| Roehl & Yi Investment Advisors, LLC | 13.5K | $146.8K | $15.4K | Added$16.9K |
| National Philanthropic Trust | 13.3K | $144.4K | — | New |
| Allworth Financial LP | 11.1K | $120.3K | — | Held |
| IFP Advisors, Inc | 4.95K | $53.8K | — | Held |
| Boreal Capital Management LLC | 560 | $6.08K | — | Held |
| Cape Investment Advisory, Inc. | 353 | $3.83K | — | Held |
| FNY Investment Advisers, LLC | 6.8K | $73 | — | Held |
Who left
Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.