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Price: $50.58-0.98% close / closeMarket cap: 354.97B USDOct 23, 2026 · Daily data

Bank of America Corporation

NYSE:BAC

1.OWNERSHIP & INSIDER TRADING

Data as of Oct 23, 2026

Major holders · 13D/13G

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesOwnershipTransactionAs ofFiled
Vanguard Capital ManagementCommon Stock471,311,7736.6%—Mar 31, 2026Apr 29, 2026
The Vanguard GroupCommon Stock00%—Mar 13, 2026Mar 26, 2026
The Vanguard GroupCommon Stock651,058,8228.9%—Dec 31, 2025Jan 30, 2026
Central States of Omaha Companies, Inc.Common Stock, par value $0.01 per share3,920,0000.1%—Sep 30, 2025Nov 14, 2025
General Star National Insurance CompanyCommon Stock, par value $0.01 per share1,960,0000%—Sep 30, 2025Nov 14, 2025
General Reinsurance CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Sep 30, 2025Nov 14, 2025
General Re CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Sep 30, 2025Nov 14, 2025
GEICO Indemnity CompanyCommon Stock, par value $0.01 per share81,200,0001.1%—Sep 30, 2025Nov 14, 2025
Government Employees Insurance CompanyCommon Stock, par value $0.01 per share229,600,0003.1%—Sep 30, 2025Nov 14, 2025
GEICO CorporationCommon Stock, par value $0.01 per share310,800,0004.2%—Sep 30, 2025Nov 14, 2025
Mount Vernon Fire Insurance CompanyCommon Stock, par value $0.01 per share7,000,0000.1%—Sep 30, 2025Nov 14, 2025
General Star Indemnity CompanyCommon Stock, par value $0.01 per share5,040,0000.1%—Sep 30, 2025Nov 14, 2025
First Berkshire Life Insurance CompanyCommon Stock, par value $0.01 per share145,5000%—Sep 30, 2025Nov 14, 2025
United States Liability Insurance CompanyCommon Stock, par value $0.01 per share9,800,0000.1%—Sep 30, 2025Nov 14, 2025
National Indemnity CompanyCommon Stock, par value $0.01 per share450,665,5006.1%—Sep 30, 2025Nov 14, 2025
U.S. Investment CorporationCommon Stock, par value $0.01 per share9,800,0000.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Specialty Insurance CompanyCommon Stock, par value $0.01 per share1,400,0000%—Sep 30, 2025Nov 14, 2025
National Indemnity Company of Mid-AmericaCommon Stock, par value $0.01 per share2,380,0000%—Sep 30, 2025Nov 14, 2025
National Indemnity Company of the SouthCommon Stock, par value $0.01 per share2,800,0000%—Sep 30, 2025Nov 14, 2025
Columbia Insurance CompanyCommon Stock, par value $0.01 per share82,684,5121.1%—Sep 30, 2025Nov 14, 2025
Cypress Insurance CompanyCommon Stock, par value $0.01 per share2,100,0000%—Sep 30, 2025Nov 14, 2025
Oak River Insurance CompanyCommon Stock, par value $0.01 per share4,200,0000.1%—Sep 30, 2025Nov 14, 2025
BH Finance LLCCommon Stock, par value $0.01 per share82,684,5121.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Homestate Insurance CompanyCommon Stock, par value $0.01 per share11,900,0000.2%—Sep 30, 2025Nov 14, 2025
Central States Indemnity Company of OmahaCommon Stock, par value $0.01 per share3,920,0000.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Inc.Common Stock, par value $0.01 per share568,070,0127.8%—Sep 30, 2025Nov 14, 2025
Warren E. BuffettCommon Stock, par value $0.01 per share568,070,0127.8%—Sep 30, 2025Nov 14, 2025
Central States of Omaha Companies, Inc.Common Stock, par value $0.01 per share3,920,0000.1%—Dec 31, 2024Feb 14, 2025
General Star National Insurance CompanyCommon Stock, par value $0.01 per share1,960,0000%—Dec 31, 2024Feb 14, 2025
General Reinsurance CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Dec 31, 2024Feb 14, 2025
General Re CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Dec 31, 2024Feb 14, 2025
GEICO Indemnity CompanyCommon Stock, par value $0.01 per share81,200,0001.1%—Dec 31, 2024Feb 14, 2025
Government Employees Insurance CompanyCommon Stock, par value $0.01 per share229,600,0003%—Dec 31, 2024Feb 14, 2025
GEICO CorporationCommon Stock, par value $0.01 per share310,800,0004.1%—Dec 31, 2024Feb 14, 2025
General Star Indemnity CompanyCommon Stock, par value $0.01 per share5,040,0000.1%—Dec 31, 2024Feb 14, 2025
Mount Vernon Fire Insurance CompanyCommon Stock, par value $0.01 per share7,000,0000.1%—Dec 31, 2024Feb 14, 2025
National Fire & Marine Insurance CompanyCommon Stock, par value $0.01 per share11,062,6070.1%—Dec 31, 2024Feb 14, 2025
First Berkshire Life Insurance CompanyCommon Stock, par value $0.01 per share145,5000%—Dec 31, 2024Feb 14, 2025
United States Liability Insurance CompanyCommon Stock, par value $0.01 per share9,800,0000.1%—Dec 31, 2024Feb 14, 2025
U.S. Investment CorporationCommon Stock, par value $0.01 per share9,800,0000.1%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Specialty Insurance CompanyCommon Stock, par value $0.01 per share1,400,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity Company of Mid-AmericaCommon Stock, par value $0.01 per share2,380,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity Company of the SouthCommon Stock, par value $0.01 per share2,800,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity CompanyCommon Stock, par value $0.01 per share460,850,9806.1%—Dec 31, 2024Feb 14, 2025
NRG America Holding CompanyCommon Stock, par value $0.01 per share5,600,0000.1%—Dec 31, 2024Feb 14, 2025
Columbia Insurance CompanyCommon Stock, par value $0.01 per share145,600,0001.9%—Dec 31, 2024Feb 14, 2025
Finial Reinsurance CompanyCommon Stock, par value $0.01 per share10,185,4800.1%—Dec 31, 2024Feb 14, 2025
Finial Holdings Inc.Common Stock, par value $0.01 per share10,185,4800.1%—Dec 31, 2024Feb 14, 2025
National Liability & Fire Insurance CompanyCommon Stock, par value $0.01 per share28,000,0000.4%—Dec 31, 2024Feb 14, 2025
Cypress Insurance CompanyCommon Stock, par value $0.01 per share2,100,0000%—Dec 31, 2024Feb 14, 2025
Oak River Insurance CompanyCommon Stock, par value $0.01 per share4,200,0000.1%—Dec 31, 2024Feb 14, 2025
BH Finance LLCCommon Stock, par value $0.01 per share140,000,0001.8%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Homestate Insurance CompanyCommon Stock, par value $0.01 per share11,900,0000.2%—Dec 31, 2024Feb 14, 2025
Central States Indemnity Company of OmahaCommon Stock, par value $0.01 per share3,920,0000.1%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Inc.Common Stock, par value $0.01 per share680,233,5878.9%—Dec 31, 2024Feb 14, 2025
Warren E. BuffettCommon Stock, par value $0.01 per share680,233,5878.9%—Dec 31, 2024Feb 14, 2025
Central States of Omaha Companies, Inc—3,920,000——Sep 30, 2024Nov 14, 2024
General Star National Insurance Company—1,960,000——Sep 30, 2024Nov 14, 2024
General Reinsurance Corporation—21,000,0000.3%—Sep 30, 2024Nov 14, 2024
General Re Corporation—21,000,0000.3%—Sep 30, 2024Nov 14, 2024
GEICO Indemnity Company—81,200,0001.1%—Sep 30, 2024Nov 14, 2024
Government Employees Insurance Company—230,580,0003%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Direct Insurance Company—850,000——Sep 30, 2024Nov 14, 2024
General Star Indemnity Company—5,040,0000.1%—Sep 30, 2024Nov 14, 2024
Mount Vernon Fire Insurance Company—7,000,0000.1%—Sep 30, 2024Nov 14, 2024
NorGUARD Insurance Company—615,550——Sep 30, 2024Nov 14, 2024
Am GUARD Insurance Company—311,642——Sep 30, 2024Nov 14, 2024
West GUARD Insurance Company—927,192——Sep 30, 2024Nov 14, 2024
The Medical Protective Company—560,000——Sep 30, 2024Nov 14, 2024
GEICO Corporation—311,780,0004.1%—Sep 30, 2024Nov 14, 2024
MedPro Group Inc—560,000——Sep 30, 2024Nov 14, 2024
National Fire & Marine Insurance Company—28,668,3660.4%—Sep 30, 2024Nov 14, 2024
First Berkshire Life Insurance Company—145,500——Sep 30, 2024Nov 14, 2024
BHG Life Insurance Company—946,000——Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Life Insurance Company of Nebraska—8,147,0000.1%—Sep 30, 2024Nov 14, 2024
United States Liability Insurance Company—9,800,0000.1%—Sep 30, 2024Nov 14, 2024
U.S. Investment Corporation—9,800,0000.1%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Specialty Insurance Company—1,400,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company of Mid-America—2,380,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company of the South—2,800,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company—564,884,9417.3%—Sep 30, 2024Nov 14, 2024
NRG America Holding Company—5,600,0000.1%—Sep 30, 2024Nov 14, 2024
Columbia Insurance Company—141,410,0001.8%—Sep 30, 2024Nov 14, 2024
Finial Reinsurance Company—10,185,4800.1%—Sep 30, 2024Nov 14, 2024
Finial Holdings Inc—10,185,4800.1%—Sep 30, 2024Nov 14, 2024
National Liability & Fire Insurance Company—28,000,0000.4%—Sep 30, 2024Nov 14, 2024
Cypress Insurance Company—2,100,000——Sep 30, 2024Nov 14, 2024
Oak River Insurance Company—4,200,000——Sep 30, 2024Nov 14, 2024
BH Finance LLC—140,000,0001.8%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Homestate Insurance Company—11,900,0000.2%—Sep 30, 2024Nov 14, 2024
Central States Indemnity Company of Omaha—3,920,000——Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Inc—797,683,30710.4%—Sep 30, 2024Nov 14, 2024
Warren E. Buffett—797,683,30710.4%—Sep 30, 2024Nov 14, 2024
The Vanguard Group - 23-1945930—608,297,7117.7%——Feb 13, 2024
BlackRock, Inc.Common Stock494,523,4266.2%—Dec 31, 2023Jan 29, 2024
The Vanguard Group - 23-1945930—607,703,4677.6%——Feb 9, 2023
BlackRock, Inc.Common Stock474,777,1225.9%—Dec 31, 2022Feb 7, 2023
BlackRock, Inc.Common Stock496,922,0716.1%—Dec 31, 2021Mar 11, 2022
The Vanguard Group - 23-1945930—586,192,0467.2%——Feb 9, 2022
BlackRock, Inc.Common Stock496,922,0716.1%—Dec 31, 2021Feb 8, 2022
Central States of Omaha Companies, IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE3,920,000——Dec 31, 2020Feb 16, 2021
General Star National Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,960,000——Dec 31, 2020Feb 16, 2021
General Reinsurance CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,751,4000.3%—Dec 31, 2020Feb 16, 2021
General Re CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,751,4000.3%—Dec 31, 2020Feb 16, 2021
GEICO Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE81,200,0000.9%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Direct Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE850,000——Dec 31, 2020Feb 16, 2021
General Star Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE5,040,0000.1%—Dec 31, 2020Feb 16, 2021
Mount Vernon Fire Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE7,000,0000.1%—Dec 31, 2020Feb 16, 2021
Old United Casualty CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE443,000——Dec 31, 2020Feb 16, 2021
NorGUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE868,000——Dec 31, 2020Feb 16, 2021
Government Employees Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE229,600,0002.7%—Dec 31, 2020Feb 16, 2021
Am GUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE521,000——Dec 31, 2020Feb 16, 2021
West GUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,389,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway International Insurance LtdCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,827,000——Dec 31, 2020Feb 16, 2021
Princeton Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,043,000——Dec 31, 2020Feb 16, 2021
The Medical Protective CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE10,396,0000.1%—Dec 31, 2020Feb 16, 2021
MedPro Group IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE11,999,0000.1%—Dec 31, 2020Feb 16, 2021
National Fire & Marine Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE17,275,0000.2%—Dec 31, 2020Feb 16, 2021
Genesis Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE176,400——Dec 31, 2020Feb 16, 2021
First Berkshire Life Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE145,500——Dec 31, 2020Feb 16, 2021
BHG Life Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,560,000——Dec 31, 2020Feb 16, 2021
GEICO CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE311,780,0003.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Life Insurance Company of NebraskaCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,777,0000.2%—Dec 31, 2020Feb 16, 2021
United States Liability Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE9,800,0000.1%—Dec 31, 2020Feb 16, 2021
U.S. Investment CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE9,800,0000.1%—Dec 31, 2020Feb 16, 2021
Wellfleet New York Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE560,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Specialty Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE6,489,0000.1%—Dec 31, 2020Feb 16, 2021
GEICO Marine Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE980,000——Dec 31, 2020Feb 16, 2021
Boat America CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE980,000——Dec 31, 2020Feb 16, 2021
National Indemnity Company of Mid-AmericaCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,380,000——Dec 31, 2020Feb 16, 2021
National Indemnity Company of the SouthCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,800,000——Dec 31, 2020Feb 16, 2021
NRG America Holding CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE5,600,0000.1%—Dec 31, 2020Feb 16, 2021
National Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE745,228,6068.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Assurance CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,400,0000.3%—Dec 31, 2020Feb 16, 2021
Columbia Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE205,877,0002.4%—Dec 31, 2020Feb 16, 2021
Finial Reinsurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,980,0000.2%—Dec 31, 2020Feb 16, 2021
Finial Holdings IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,980,0000.2%—Dec 31, 2020Feb 16, 2021
National Liability & Fire Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE28,000,0000.3%—Dec 31, 2020Feb 16, 2021
Cypress Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,100,000——Dec 31, 2020Feb 16, 2021
Oak River Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE4,200,000——Dec 31, 2020Feb 16, 2021
BH Finance LLCCOMMON STOCK, PAR VALUE $0.01 PER SHARE140,000,0001.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Homestate Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE11,900,0000.1%—Dec 31, 2020Feb 16, 2021
Central States Indemnity Company of OmahaCOMMON STOCK, PAR VALUE $0.01 PER SHARE3,920,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,032,852,00611.9%—Dec 31, 2020Feb 16, 2021
Warren E. BuffettCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,032,852,00611.9%—Dec 31, 2020Feb 16, 2021
The Vanguard Group - 23-1945930—614,743,1317.1%——Feb 10, 2021

Institutional filings · 13F

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
Henson-Edgewater Management, LLCCOM182,474—Jun 30, 2026Aug 18, 2026
Copia Wealth ManagementStock53—Jun 30, 2026Aug 18, 2026
Advisors Asset Management, Inc.COM393,163—Mar 31, 2019Aug 18, 2026
Advisors Asset Management, Inc.COM405,754—Sep 30, 2019Aug 18, 2026
Advisors Asset Management, Inc.COM387,782—Jun 30, 2019Aug 18, 2026
JDM Financial Group LLCStock239—Jun 30, 2026Aug 18, 2026
Leo H. Evart, Inc.Equity737—Jun 30, 2026Aug 18, 2026
Orion Capital Management LLCCOM18,136—Jun 30, 2026Aug 18, 2026
RB Capital Management, LLCCOM45,119—Jun 30, 2026Aug 18, 2026
Ensign Peak Advisors, IncCOM7,079,664—Mar 31, 2026Aug 18, 2026
Ensign Peak Advisors, IncCOM6,813,306—Dec 31, 2025Aug 18, 2026
Ensign Peak Advisors, IncCOM7,713,613—Sep 30, 2025Aug 18, 2026
Fulcrum Asset Management LLPEQUITY87,717—Jun 30, 2026Aug 18, 2026
Glenview Trust CoCOM23,737—Jun 30, 2026Aug 18, 2026
Glenview Trust CoCOM375,754—Jun 30, 2026Aug 18, 2026
Livforsakringsbolaget Skandia, OmsesidigtCOM274,600—Jun 30, 2026Aug 18, 2026
Livforsakringsbolaget Skandia, OmsesidigtCOM42,951—Jun 30, 2026Aug 18, 2026
49 WEALTH MANAGEMENT, LLCCOM6,843—Jun 30, 2026Aug 18, 2026
PIN OAK INVESTMENT ADVISORS INCCOM24,779—Jun 30, 2026Aug 18, 2026
NORTH STAR ASSET MANAGEMENT INCCOM10,966—Jun 30, 2026Aug 18, 2026
Kimelman & Baird, LLCCOM785,757—Jun 30, 2026Aug 18, 2026
Legacy Edge Advisors, LLCCOM6,304—Jun 30, 2025Aug 17, 2026
Legacy Edge Advisors, LLCCOM6,304—Mar 31, 2025Aug 17, 2026
Legacy Edge Advisors, LLCCOM6,023—Sep 30, 2024Aug 17, 2026
Legacy Edge Advisors, LLCCOM6,213—Jun 30, 2024Aug 17, 2026
Legacy Edge Advisors, LLCCOM5,980—Dec 31, 2024Aug 17, 2026
Maxele Advisors, LLCCOM7,892—Jun 30, 2026Aug 17, 2026
Strive Financial Group ,LLCCOMMON STOCK10,473—Jun 30, 2026Aug 17, 2026
WNY Asset Management, LLCCOM18,213—Jun 30, 2026Aug 17, 2026
Coastal Bridge Advisors, LLCCOM77,971—Jun 30, 2026Aug 17, 2026
MASTERINVEST Kapitalanlage GmbHCOM92,213—Jun 30, 2026Aug 17, 2026
Yukon Wealth Management, Inc.COM5,326—Jun 30, 2026Aug 17, 2026
Caitlin John, LLCCOM3,240—Jun 30, 2026Aug 17, 2026
Caitlin John, LLCCOM3,516—Jun 30, 2026Aug 17, 2026
Payne Capital Management, LLCCOM7,135—Jun 30, 2026Aug 17, 2026
TORNO CAPITAL, LLCCOM · Call55,700—Mar 31, 2026Aug 17, 2026
Corient Private Wealth LPCOM2,697,956—Jun 30, 2026Aug 17, 2026
Corient Private Wealth LPCOM5,330—Jun 30, 2026Aug 17, 2026
FSA Advisors, Inc.COM4,007—Jun 30, 2026Aug 17, 2026
Winning Points Advisors, LLCCOM166,152—Jun 30, 2026Aug 17, 2026
Winning Points Advisors, LLCCOM160,668—Mar 31, 2026Aug 17, 2026
BROOKS, MOORE & ASSOCIATES, INC.COM39,897—Jun 30, 2026Aug 17, 2026
Old North State Trust, LLCCOM18,721—Jun 30, 2026Aug 17, 2026
Integrated Investment Consultants, LLCStock49,100—Jun 30, 2026Aug 17, 2026
Integrated Investment Consultants, LLCStock478—Jun 30, 2026Aug 17, 2026
Integrated Investment Consultants, LLCStock416—Jun 30, 2026Aug 17, 2026
Integrated Investment Consultants, LLCStock141—Jun 30, 2026Aug 17, 2026
Integrated Investment Consultants, LLCStock39—Jun 30, 2026Aug 17, 2026
Hamilton Capital, LLCCOM5,668—Jun 30, 2026Aug 17, 2026
Blue Edge Capital, LLCCOM5,380—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM452,309—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM189,392—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM160,961—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM144,600—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM55,990—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM29,090—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM28,781—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM25,810—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM24,775—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM23,904—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM8,209—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM5,902—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM4,284—Jun 30, 2026Aug 17, 2026
Empowered Funds, LLCCOM1,186—Jun 30, 2026Aug 17, 2026
Pure Financial Advisors, LLCCOM40,195—Jun 30, 2026Aug 17, 2026
Transamerica Financial Advisors, LLCCOM9,513—Jun 30, 2026Aug 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLCCOM275,832—Jun 30, 2026Aug 17, 2026
Nalls Sherbakoff Group, LLCStock25—Jun 30, 2026Aug 17, 2026
Nalls Sherbakoff Group, LLCStock2,399—Mar 31, 2026Aug 17, 2026
Hayek Kallen Investment ManagementCOM25,290—Jun 30, 2026Aug 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLCCOM · Put1,342,800—Jun 30, 2026Aug 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLCCOM · Call534,200—Jun 30, 2026Aug 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLCCOM30,943—Jun 30, 2026Aug 17, 2026
BRASADA CAPITAL MANAGEMENT, LPCOM19,000—Jun 30, 2026Aug 17, 2026
Wiser Advisor Group LLCCommon Stock519—Jun 30, 2026Aug 17, 2026
Equitable Holdings, Inc.COM232,720—Jun 30, 2026Aug 17, 2026
GRAYBILL WEALTH MANAGEMENT, LTD.Stock94,166—Jun 30, 2026Aug 17, 2026
Stonehage Fleming Financial Services Holdings LtdCOM9,355—Jun 30, 2026Aug 17, 2026
Stonehage Fleming Financial Services Holdings LtdCOM18,883—Jun 30, 2026Aug 17, 2026
Proficio Capital Partners LLCCOM27,157—Jun 30, 2026Aug 17, 2026
BANK OZK COM14,156—Jun 30, 2026Aug 17, 2026
BANK OZK COM106,312—Jun 30, 2026Aug 17, 2026
Fayez Sarofim & CoCommon Stock30,865—Jun 30, 2026Aug 17, 2026
Fayez Sarofim & CoCommon Stock2,985—Jun 30, 2026Aug 17, 2026
HARVEY CAPITAL MANAGEMENT INCCOM106,075—Jun 30, 2026Aug 17, 2026
Jefferies Financial Group Inc.COM · Put91,300—Jun 30, 2026Aug 17, 2026
Jefferies Financial Group Inc.COM · Call26,300—Jun 30, 2026Aug 17, 2026
Jefferies Financial Group Inc.COM162,381—Jun 30, 2026Aug 17, 2026
KAHN BROTHERS GROUP INCCOM9,459—Jun 30, 2026Aug 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCOM2,572,527—Jun 30, 2026Aug 17, 2026
CENTAURUS FINANCIAL, INC.COM54,487—Jun 30, 2026Aug 17, 2026
Thompson David BlairCOM12,232—Dec 31, 2024Aug 14, 2026
Thompson David BlairCOM16,414—Jun 30, 2026Aug 14, 2026
Thompson David BlairCOM18,360—Dec 31, 2025Aug 14, 2026
Thompson David BlairCOM16,650—Mar 31, 2026Aug 14, 2026
Oakmont Investment Advisors, Inc.COM65,715—Dec 31, 2025Aug 14, 2026
Wellington Grp LLCCOM11,918—Jun 30, 2026Aug 14, 2026
Forum Finance Group S.A.COM13,170—Jun 30, 2026Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INCCOM1,122—Jun 30, 2026Aug 14, 2026
Legacy Wealth Advisors, LLCCOM12,536—Jun 30, 2026Aug 14, 2026
Quattro Advisors LLCCOM3,940—Jun 30, 2026Aug 14, 2026
Vines Capital Management, LLCCOM10,472—Jun 30, 2026Aug 14, 2026
EFG International AGCOM667,981—Jun 30, 2026Aug 14, 2026
EFG International AGCOM132,988—Jun 30, 2026Aug 14, 2026
EFG International AGCOM450,242—Jun 30, 2026Aug 14, 2026
EFG International AGCOM186,890—Jun 30, 2026Aug 14, 2026
EFG International AGCOM43,265—Jun 30, 2026Aug 14, 2026
EFG International AGCOM9,310—Jun 30, 2026Aug 14, 2026
EFG International AGCOM339,374—Jun 30, 2026Aug 14, 2026
Blue Sparrow, LLC /DECOM2,191,776—Jun 30, 2026Aug 14, 2026
Severin Investments, LLCCOM17,307—Jun 30, 2026Aug 14, 2026
Sequent Planning LLCCOM9,746—Jun 30, 2026Aug 14, 2026
Center for Wealth Management AdvisoryCOM41,890—Jun 30, 2026Aug 14, 2026
Tripletail Wealth Management, LLCCOM4,013—Jun 30, 2026Aug 14, 2026
MARS JEWETT FINANCIAL GROUP, INC.COM5,574—Jun 30, 2026Aug 14, 2026
Limestone Investment Advisors LPCOM · Put263,200—Jun 30, 2026Aug 14, 2026
Limestone Investment Advisors LPCOM · Call296,300—Jun 30, 2026Aug 14, 2026
Investors Portfolio Services LLCCOM10,796—Jun 30, 2026Aug 14, 2026
SELDON CAPITAL LPCOM5,502—Jun 30, 2026Aug 14, 2026
AMERIFLEX GROUP, INC.COM5,160—Jun 30, 2026Aug 14, 2026
10Elms LLPCOMMON STOCK222—Jun 30, 2026Aug 14, 2026
ROSS\JOHNSON & Associates LLCCommon / Ordinary Stock118—Jun 30, 2026Aug 14, 2026
STANCE CAPITAL LLCCOM1,093—Jun 30, 2026Aug 14, 2026
Teucrium Investment Advisors, LLCCOM13,636—Jun 30, 2026Aug 14, 2026
Frederick Financial Consultants, LLCCOM7,387—Jun 30, 2026Aug 14, 2026
Blueprint Financial Advisors LLCCOM11,435—Jun 30, 2026Aug 14, 2026
Synergy Investment Management, LLCCOM193—Jun 30, 2026Aug 14, 2026
Synergy Investment Management, LLCCOM445—Jun 30, 2026Aug 14, 2026
Synergy Investment Management, LLCCOM820—Jun 30, 2026Aug 14, 2026
Synergy Investment Management, LLCCommon Stock730—Jun 30, 2026Aug 14, 2026
TORONTO DOMINION BANKCOM15,843—Jun 30, 2026Aug 14, 2026
TORONTO DOMINION BANKCOM · Call500,000—Jun 30, 2026Aug 14, 2026
TORONTO DOMINION BANKCOM2,381,417—Jun 30, 2026Aug 14, 2026
SummitTX Capital, L.P.COM262,636—Jun 30, 2026Aug 14, 2026
CAXTON ASSOCIATES LLPCOM2,020,979—Jun 30, 2026Aug 14, 2026
Graham Capital Management, L.P.COM18,375—Jun 30, 2026Aug 14, 2026
SEI INVESTMENTS COCOM3,015,876—Jun 30, 2026Aug 14, 2026
SEI INVESTMENTS COCOM1,199,155—Jun 30, 2026Aug 14, 2026
XXI WEALTH, LLCCOM14,830—Jun 30, 2026Aug 14, 2026
Murphy & Mullick Capital Management CorpCOM2,576—Jun 30, 2026Aug 14, 2026
Aster Capital Management (DIFC) LtdCOM17,924—Jun 30, 2026Aug 14, 2026
Seneschal Advisors, LLCCOM51—Jun 30, 2026Aug 14, 2026
Safe Harbor Fiduciary, LLCCOM33,102—Jun 30, 2026Aug 14, 2026
Axxion S.A.COM30,136—Jun 30, 2026Aug 14, 2026
Glen Eagle Advisors, LLCCOM5,397—Jun 30, 2026Aug 14, 2026
Federation des caisses Desjardins du QuebecCOM95,840—Jun 30, 2026Aug 14, 2026
Federation des caisses Desjardins du QuebecCOM80,370—Jun 30, 2026Aug 14, 2026
Federation des caisses Desjardins du QuebecCOM1,720,548—Jun 30, 2026Aug 14, 2026
Federation des caisses Desjardins du QuebecCOM31,938—Jun 30, 2026Aug 14, 2026
Federation des caisses Desjardins du QuebecCOM655,663—Jun 30, 2026Aug 14, 2026
JPL Wealth Management, LLCCOM852—Jun 30, 2026Aug 14, 2026
JPL Wealth Management, LLCCOM928—Jun 30, 2026Aug 14, 2026
KKM Financial LLCCOM44,482—Jun 30, 2026Aug 14, 2026
Modern Wealth Management, LLCCOM89,774—Jun 30, 2026Aug 14, 2026
Modern Wealth Management, LLCCOM157—Jun 30, 2026Aug 14, 2026
Modern Wealth Management, LLCCOM231—Jun 30, 2026Aug 14, 2026
Modern Wealth Management, LLCCOM6,193—Jun 30, 2026Aug 14, 2026
Modern Wealth Management, LLCCOM658—Jun 30, 2026Aug 14, 2026
Advisors Asset Management, Inc.COM100,939—Jun 30, 2026Aug 14, 2026
Investment Management Corp of OntarioCOM803,768—Jun 30, 2026Aug 14, 2026
SHELTON CAPITAL MANAGEMENTCOM549,932—Jun 30, 2026Aug 14, 2026
CLOUGH CAPITAL PARTNERS L PCOM24,000—Jun 30, 2026Aug 14, 2026
FWL INVESTMENT MANAGEMENT, LLCStock281—Jun 30, 2026Aug 14, 2026
Rafferty Asset Management, LLCCOM1,901,845—Jun 30, 2026Aug 14, 2026
MANNING & NAPIER ADVISORS LLCCOM336,433—Jun 30, 2026Aug 14, 2026
Marex Group LtdCOM15,624—Jun 30, 2026Aug 14, 2026
Marex Group LtdCOM12—Jun 30, 2026Aug 14, 2026
Basecamp Wealth Advisors LLCCOM18,754—Jun 30, 2026Aug 14, 2026
Mutual Advisors, LLCCOM100,425—Jun 30, 2026Aug 14, 2026
Advyzon Investment Management, LLCCOM21,783—Jun 30, 2026Aug 14, 2026
Advyzon Investment Management, LLCCOM25,975—Jun 30, 2026Aug 14, 2026
Mission Hills Financial Advisory, LLCCOM4,366—Jun 30, 2026Aug 14, 2026
Kera Capital Partners, Inc.COM13,954—Jun 30, 2026Aug 14, 2026
Nemes Rush Group LLCCOM5,507—Jun 30, 2026Aug 14, 2026
Strategies Wealth Advisors, LLCCOM5,039—Jun 30, 2026Aug 14, 2026
Quarry LPCOM210—Jun 30, 2026Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLCCOM171,301—Jun 30, 2026Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLCCOM305,742—Jun 30, 2026Aug 14, 2026
RFP Financial Group LLCCOM4,438—Jun 30, 2026Aug 14, 2026
RFP Financial Group LLCBAC4,438—Jun 30, 2026Aug 14, 2026
SNOWWATER INVESTMENT PARTNERS, LLCCOM6,252—Jun 30, 2026Aug 14, 2026
COFG Advisors, LLCCOM10,533—Jun 30, 2026Aug 14, 2026
Navis Wealth Advisors, LLCCOM13,027—Jun 30, 2026Aug 14, 2026
Meridian Wealth Advisors, LLCCOM10,128—Jun 30, 2026Aug 14, 2026
VANCE WEALTH, LLCCOM16,915—Jun 30, 2026Aug 14, 2026
Flatrock Wealth Partners LLCCOM11,433—Jun 30, 2026Aug 14, 2026
WILLIAM JOHN SEMPOLINSKICOM16,030—Jun 30, 2026Aug 14, 2026
Perennial Investment Advisors, LLCCOM26,071—Jun 30, 2026Aug 14, 2026
Riverwater Partners LLCCOM3,568—Jun 30, 2026Aug 14, 2026
Capital Asset Advisory Services LLCCOM125,712—Jun 30, 2026Aug 14, 2026
Sentry LLCCOM6,900—Jun 30, 2026Aug 14, 2026
Integrated Quantitative Investments LLCCOM34,362—Jun 30, 2026Aug 14, 2026
Roehl & Yi Investment Advisors, LLCCOM6,792—Jun 30, 2026Aug 14, 2026
KCM INVESTMENT ADVISORS LLCCOM314,395—Jun 30, 2026Aug 14, 2026
Resurgent Financial Advisors LLCCOM6,032—Jun 30, 2026Aug 14, 2026
Granite Bay Wealth Management, LLCCOM3,990—Jun 30, 2026Aug 14, 2026
O'ROURKE & COMPANY, IncStock9,339—Jun 30, 2026Aug 14, 2026
Paradigm Capital Management, LLC/NVCOM32,819—Jun 30, 2026Aug 14, 2026
AIRE ADVISORS, LLCCOM20,424—Jun 30, 2026Aug 14, 2026
BLODGETT WEALTH ADVISORS, LLCCOM6,618—Jun 30, 2026Aug 14, 2026

Insider transactions · 3/4/5

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
MOYNIHAN BRIAN TCommon Stock100,000—Oct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock3,648—Oct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherOct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherOct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Sep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Sep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock18,082D · otherSep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock18,082M · otherSep 15, 2026Sep 17, 2026
Okpara JohnbullCommon Stock27,749—Mar 10, 2026Sep 4, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Aug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Aug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherAug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherAug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Jul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Jul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherJul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherJul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Jun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock3,614—Jun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherJun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherJun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock100,000—May 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock3,614—May 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherMay 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherMay 15, 2026May 19, 2026
Greener Geoffrey SCommon Stock126,756S · saleMay 5, 2026May 7, 2026
Zuber Maria TCommon Stock5,365A · otherMay 4, 2026May 6, 2026
Woods Thomas DCommon Stock50,003—May 4, 2026May 6, 2026
Woods Thomas DCommon Stock2,473F · otherMay 4, 2026May 6, 2026
Woods Thomas DCommon Stock5,365A · otherMay 4, 2026May 6, 2026
WHITE MICHAEL DCommon Stock6,500—May 4, 2026May 6, 2026
WHITE MICHAEL DCommon Stock79,150—May 4, 2026May 6, 2026
ROSE CLAYTON STUARTCommon Stock25,515—May 4, 2026May 6, 2026
NOWELL LIONEL L IIICommon Stock3,930—May 4, 2026May 6, 2026
Martinez MariaCommon Stock465—May 4, 2026May 6, 2026
Martinez MariaCommon Stock5,365A · otherMay 4, 2026May 6, 2026
LOZANO MONICA CCommon Stock3,387—May 4, 2026May 6, 2026
DONALD ARNOLD WCommon Stock5,365A · otherMay 4, 2026May 6, 2026
ALMEIDA JOSE ECommon Stock5,365A · otherMay 4, 2026May 6, 2026
Allen Sharon L.Common Stock99,927—May 4, 2026May 6, 2026

How to read these figures

What do these ownership filings represent?

SEC disclosures describe positions or transactions under different reporting rules and dates. An institutional holding is not necessarily a current position, and an insider transaction is not automatically an open-market purchase. Read the filing type, share class and transaction code.

Why is this not a complete ownership pie?

The records do not all refer to the same date or reporting threshold. Adding them can double-count positions. Missing prices or values are left missing, and transaction totals describe only the records covered by the stated period and calculation.

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Valuations are estimates, not investment advice. Figures may use different source dates.