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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
Berkshire Money Management, Inc.COM4,637—Sep 30, 2026Oct 21, 2026
Hartford Financial Management Inc.COM59,382—Sep 30, 2026Oct 21, 2026
Obermeyer Wealth PartnersCOM9,451—Sep 30, 2026Oct 21, 2026
ASSETMARK, INCCOM716,357—Sep 30, 2026Oct 21, 2026
Scott & Selber, Inc.COM101,669—Sep 30, 2026Oct 21, 2026
Ledyard National BankCom6,500—Sep 30, 2026Oct 21, 2026
Ledyard National BankCom9,336—Sep 30, 2026Oct 21, 2026
FIFTH THIRD SECURITIES, INC.Common Stock4,564—Sep 30, 2026Oct 21, 2026
Livforsakringsbolaget Skandia, OmsesidigtCOM24,451—Sep 30, 2026Oct 21, 2026
Livforsakringsbolaget Skandia, OmsesidigtCOM274,600—Sep 30, 2026Oct 21, 2026
CULBERTSON A N & CO INCCOM82,474—Sep 30, 2026Oct 21, 2026
RPG Investment Advisory, LLCCOM122,691—Sep 30, 2026Oct 21, 2026
Inlet Private Wealth, LLCCOM110,919—Sep 30, 2026Oct 21, 2026
Ellis Investment Partners, LLCCOM6,652—Sep 30, 2026Oct 21, 2026
AmeriServ Wealth AdvisorsCOM4,414—Sep 30, 2026Oct 21, 2026
Lionshead Wealth Management, LLCCOM4,892—Sep 30, 2026Oct 21, 2026
NBT BANK, N.A.COM1,623—Sep 30, 2026Oct 21, 2026
NBT BANK, N.A.Com6,261—Sep 30, 2026Oct 21, 2026
NBT BANK, N.A.Com49,810—Sep 30, 2026Oct 21, 2026
TRUST CO OF VERMONTCom10,965—Sep 30, 2026Oct 21, 2026
TRUST CO OF VERMONTCom76,266—Sep 30, 2026Oct 21, 2026
Seros Financial, LLCCOM6,629—Sep 30, 2026Oct 21, 2026
ISTHMUS PARTNERS, LLCCOM3,881—Sep 30, 2026Oct 21, 2026
Carter Financial Group, INC.COM6,069—Sep 30, 2026Oct 21, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC.COM845,868—Sep 30, 2026Oct 21, 2026
Guardian Partners Inc.COM10,709—Sep 30, 2026Oct 21, 2026
Bell BankCOM20,770—Sep 30, 2026Oct 21, 2026
ALBION FINANCIAL GROUP /UTCOM14,057—Sep 30, 2026Oct 21, 2026
BAR HARBOR WEALTH MANAGEMENTCOM106,034—Sep 30, 2026Oct 21, 2026
ARVEST INVESTMENTS, INC.COM21,647—Sep 30, 2026Oct 21, 2026
Crescent Grove Advisors, LLCCOMM3,943—Sep 30, 2026Oct 21, 2026
COOKE & BIELER LPCOM1,148,262—Sep 30, 2026Oct 21, 2026
Advus Financial Partners, LLCCOM4,793—Sep 30, 2026Oct 20, 2026
Owl Creek Wealth Partners LLCCOM6,672—Sep 30, 2026Oct 20, 2026
Good Harbor Advisors, Inc.COM5,576—Sep 30, 2026Oct 20, 2026
Eagle Wealth Advisors LLCCOM5,736—Sep 30, 2026Oct 20, 2026
Clear Trail Advisors, LLCCOM8,111—Sep 30, 2026Oct 20, 2026
Kepler Cheuvreux (Suisse) SACOM49,363—Sep 30, 2026Oct 20, 2026
Kepler Cheuvreux (Suisse) SACOM98,504—Sep 30, 2026Oct 20, 2026
TRED AVON FAMILY WEALTH, LLCCOM286,960—Sep 30, 2026Oct 20, 2026
Tranquility Partners, LLCCOM15,412—Sep 30, 2026Oct 20, 2026
Portside Wealth Group, LLCCOM34,266—Sep 30, 2026Oct 20, 2026
Portside Wealth Group, LLCCOM21,722—Sep 30, 2026Oct 20, 2026
Wilkerson Advisory Group LLCStock3,357—Sep 30, 2026Oct 20, 2026
Asset Advisory Group, Inc.COM8,498—Sep 30, 2026Oct 20, 2026
Westbourne Investment Advisors, Inc.COM229,792—Sep 30, 2026Oct 20, 2026
55 North Private Wealth, LLCCOM42,616—Sep 30, 2026Oct 20, 2026
Lakeshore Capital Group, Inc.COM33,642—Sep 30, 2026Oct 20, 2026
A4 Wealth Advisors LLCCOM3,877—Sep 30, 2026Oct 20, 2026
VESTIA PERSONAL WEALTH ADVISORSStock3,871—Sep 30, 2026Oct 20, 2026
Chris Bulman IncCOM3,903—Sep 30, 2026Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLCCOM304,459—Sep 30, 2026Oct 20, 2026
Breakwater Investment ManagementCOM2,430—Sep 30, 2026Oct 20, 2026
Councilmark Asset Management, LLCCOM20,014—Sep 30, 2026Oct 20, 2026
Diversify Advisory Services, LLCCOM304,459—Sep 30, 2026Oct 20, 2026
Atlantic Edge Private Wealth Management, LLCCOM49,432—Sep 30, 2026Oct 20, 2026
Arlington Trust Co LLCCOM10,433—Sep 30, 2026Oct 20, 2026
NORDEN GROUP LLCCOM89,124—Sep 30, 2026Oct 20, 2026
INVENIO WEALTH PARTNERS LLCStock7,853—Sep 30, 2026Oct 20, 2026
LAZARI CAPITAL MANAGEMENT, INC.COM85,600—Sep 30, 2026Oct 20, 2026
Aspect Partners, LLCStock327—Sep 30, 2026Oct 20, 2026
Aspect Partners, LLCStock67—Sep 30, 2026Oct 20, 2026
Forza Wealth Management, LLCCOM16,675—Sep 30, 2026Oct 20, 2026
New Hampshire TrustEquities14,397—Sep 30, 2026Oct 20, 2026
C2C Wealth Management, LLCCOM15,680—Sep 30, 2026Oct 20, 2026
BLUE JEAN FINANCIAL LLCCOM30,754—Sep 30, 2026Oct 20, 2026
EAGLE WEALTH STRATEGIES LLCCOM9,054—Sep 30, 2026Oct 20, 2026
Braun-Bostich & Associates Inc.COM5,612—Sep 30, 2026Oct 20, 2026
Balboa Wealth PartnersCOM5,119—Sep 30, 2026Oct 20, 2026
Alliance Private Wealth, LLCCOM26,501—Sep 30, 2026Oct 20, 2026
ADAMSBROWN WEALTH CONSULTANTS LLCCOM12,454—Sep 30, 2026Oct 20, 2026
TMB Capital Partners, LLCCOM27,710—Sep 30, 2026Oct 20, 2026
SHRIER WEALTH MANAGEMENT, LLCCOM70,330—Sep 30, 2026Oct 20, 2026
SUTTON PLACE INVESTORS LLCCOM9,342—Sep 30, 2026Oct 20, 2026
Polaris Investment Advisors, LLCCOM6,946—Sep 30, 2026Oct 20, 2026
Next Level Private LLCCOM35,859—Sep 30, 2026Oct 20, 2026
MKT Advisors LLCCOM9,532—Sep 30, 2026Oct 20, 2026
HILL ISLAND FINANCIAL LLCCOM5,038—Sep 30, 2026Oct 20, 2026
Genesee Capital Advisors, LLCCOM18,844—Sep 30, 2026Oct 20, 2026
WILLIAM JOHN SEMPOLINSKICOM16,034—Sep 30, 2026Oct 20, 2026
Prentice Wealth Management LLCCOM17,511—Sep 30, 2026Oct 20, 2026
Paragon Private Wealth Management, LLCCOM5,155—Sep 30, 2026Oct 20, 2026
City State BankCOM13,656—Sep 30, 2026Oct 20, 2026
Zullo Investment Group, Inc.COM13,045—Sep 30, 2026Oct 20, 2026
CHERRYDALE WEALTH MANAGEMENT, LLCCOM8,269—Sep 30, 2026Oct 20, 2026
POM Investment Strategies, LLCCOM2,379—Sep 30, 2026Oct 20, 2026
COTTONWOOD CAPITAL ADVISORS, LLCCOM4,767—Sep 30, 2026Oct 20, 2026
Amplius Wealth Advisors, LLCCOM9,708—Sep 30, 2026Oct 20, 2026
Lifestyle Asset Management, Inc.COM7,640—Sep 30, 2026Oct 20, 2026
Cohen Investment Advisors LLCCOM1,361—Sep 30, 2026Oct 20, 2026
Cohen Investment Advisors LLCCOM89,919—Sep 30, 2026Oct 20, 2026
Altus Wealth Group LLCCOM11,928—Sep 30, 2026Oct 20, 2026
Oak Harvest Investment ServicesCOM6,822—Sep 30, 2026Oct 20, 2026
Wealth Advisory Solutions, LLCCOM4,254—Sep 30, 2026Oct 20, 2026
JEPPSON WEALTH MANAGEMENT, LLCStock46,580—Sep 30, 2026Oct 20, 2026
Aurora Private Wealth, Inc.COM21,373—Sep 30, 2026Oct 20, 2026
Mayfair Advisory Group, LLCCOM6,649—Sep 30, 2026Oct 20, 2026
Physician Wealth Advisors, Inc.COM8,245—Sep 30, 2026Oct 20, 2026
Kathmere Capital Management, LLCCOM63,329—Sep 30, 2026Oct 20, 2026
Relyea Zuckerberg Hanson LLCCOM19,779—Sep 30, 2026Oct 20, 2026
Bull Street Advisors, LLCCOM6,837—Sep 30, 2026Oct 20, 2026
tru Independence LLCCOM22,528—Sep 30, 2026Oct 20, 2026
DAGCO, INC.COM10,013—Sep 30, 2026Oct 20, 2026
Benchmark Financial Wealth Advisors, LLCCOM23,071—Sep 30, 2026Oct 20, 2026
Revisor Wealth Management LLCCOM11,159—Sep 30, 2026Oct 20, 2026
Kelly Financial Services LLCCOM4,117—Sep 30, 2026Oct 20, 2026
TCFG Investment Advisors, LLCCOM10,675—Sep 30, 2026Oct 20, 2026
Accurate Wealth Management, LLCCOM64,123—Sep 30, 2026Oct 20, 2026
Net Worth Advisory GroupCOM19,011—Sep 30, 2026Oct 20, 2026
J. L. Bainbridge & Co., Inc.Stock9,275—Sep 30, 2026Oct 20, 2026
West Branch Capital LLCCOM70,644—Sep 30, 2026Oct 20, 2026
Uncommon Cents Investing IncCOM23,143—Sep 30, 2026Oct 20, 2026
Hudson Capital Management LLCCOM125,944—Sep 30, 2026Oct 20, 2026
Trilogy Capital Inc.COM21,092—Sep 30, 2026Oct 20, 2026
Parkside Investments, LLCCOM9,000—Sep 30, 2026Oct 20, 2026
Norway Savings BankCom4,393—Sep 30, 2026Oct 20, 2026
HMS Capital Management, LLCCOM43,421—Jun 30, 2026Oct 20, 2026
HMS Capital Management, LLCCOM45,744—Sep 30, 2026Oct 20, 2026
Integrated Advisors Network LLCCOM112,142—Sep 30, 2026Oct 20, 2026
QUADRANT CAPITAL GROUP LLCCommon Stock240,260—Sep 30, 2026Oct 20, 2026
Sowell Financial Services LLCCOM443,438—Sep 30, 2026Oct 20, 2026
Cardano Risk Management B.V.Common stock3,322,116—Sep 30, 2026Oct 20, 2026
Ironsides Asset Advisors, LLCCOM76,705—Sep 30, 2026Oct 20, 2026
Gulf International Bank (UK) LtdCommon/Ordinary499,982—Sep 30, 2026Oct 20, 2026
QV Investors Inc.COM17,920—Sep 30, 2026Oct 20, 2026
Louisiana State Employees Retirement SystemCOM319,800—Sep 30, 2026Oct 20, 2026
Commonwealth Financial Services, LLCCOM5,703—Sep 30, 2026Oct 20, 2026
Carnegie Investment CounselCOM610,442—Sep 30, 2026Oct 20, 2026
Van Cleef Asset Management,IncCOM17,290—Sep 30, 2026Oct 20, 2026
Freedom Day Solutions, LLCCOM10,380—Sep 30, 2026Oct 20, 2026
Robeco Institutional Asset Management B.V.COM8,443,813—Sep 30, 2026Oct 20, 2026
Vision Capital Management, Inc.COM103,498—Sep 30, 2026Oct 20, 2026
Vision Capital Management, Inc.COM6,655—Sep 30, 2026Oct 20, 2026
Jaffetilchin Investment Partners, LLCStock69,237—Jun 30, 2026Oct 20, 2026
Capital Investment Counsel, IncCOM82,323—Sep 30, 2026Oct 20, 2026
BANK OF STOCKTONEquities12,233—Sep 30, 2026Oct 20, 2026
PRIVATE TRUST CO NACom87,510—Sep 30, 2026Oct 20, 2026
Prime Capital Investment Advisors, LLCStock192,806—Sep 30, 2026Oct 20, 2026
OLD NATIONAL BANCORP /IN/COM6,570—Sep 30, 2026Oct 20, 2026
OLD NATIONAL BANCORP /IN/COM47,184—Sep 30, 2026Oct 20, 2026
Sumitomo Mitsui DS Asset Management Company, LtdCOM1,385,321—Sep 30, 2026Oct 20, 2026
Harfst & Associates, Inc.COM5,002—Sep 30, 2026Oct 20, 2026
Wagner Wealth Management, CorpCOM5,251—Sep 30, 2026Oct 20, 2026
Ballast, Inc.COM14,780—Sep 30, 2026Oct 20, 2026
LeConte Wealth Management, LLCCOM10,676—Sep 30, 2026Oct 20, 2026
Klingman & Associates, LLCCOM24,162—Sep 30, 2026Oct 20, 2026
Parkway Wealth Management Group, LLCCOM4,433—Sep 30, 2026Oct 20, 2026
HARVEY INVESTMENT CO LLCCOM11,980—Sep 30, 2026Oct 20, 2026
DAVIDSON INVESTMENT ADVISORSCOMMON379,507—Sep 30, 2026Oct 20, 2026
TrustBankCommon Stock2,368—Sep 30, 2026Oct 20, 2026
Bank Pictet & Cie (Europe) AGCOM428,350—Sep 30, 2026Oct 20, 2026
Poehling Capital Management, INC.COM55,946—Sep 30, 2026Oct 20, 2026
HARMONY ASSET MANAGEMENT LLCCOM49,025—Sep 30, 2026Oct 20, 2026
FORTEM FINANCIAL GROUP, LLCCOM18,552—Sep 30, 2026Oct 20, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCCOM7,800—Sep 30, 2026Oct 20, 2026
FOCUSED ALPHA, LLCCOM13,638—Sep 30, 2026Oct 20, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVCOM47,213—Sep 30, 2026Oct 20, 2026
SHIKIAR ASSET MANAGEMENT INCCOM118,720—Sep 30, 2026Oct 20, 2026
PEOPLES FINANCIAL SERVICES CORP.COMMON STOCK526—Sep 30, 2026Oct 20, 2026
Tufton Capital ManagementCOM220,882—Sep 30, 2026Oct 20, 2026
LVM CAPITAL MANAGEMENT LTD/MICOM19,100—Sep 30, 2026Oct 20, 2026
BURNS J W & CO INC/NYStock7,793—Sep 30, 2026Oct 20, 2026
NISA INVESTMENT ADVISORS, LLCCOM544—Sep 30, 2026Oct 20, 2026
NISA INVESTMENT ADVISORS, LLCCOM2,085,257—Sep 30, 2026Oct 20, 2026
KHAZANAH NASIONAL BERHADCOM15,207—Jun 30, 2026Oct 20, 2026
KHAZANAH NASIONAL BERHADCOM14,507—Mar 31, 2026Oct 20, 2026
KHAZANAH NASIONAL BERHADCOM17,414—Dec 31, 2025Oct 20, 2026
PINNACLE ASSOCIATES LTDCOM862,311—Sep 30, 2026Oct 20, 2026
UMB Private Wealth Management, LLCCOM7,954—Sep 30, 2026Oct 19, 2026
MW ADVISORY, LLCCOM10,443—Sep 30, 2026Oct 19, 2026
Kroeger Financial PartnersCOM1,145—Sep 30, 2026Oct 19, 2026
PRAIRIE ADVISORY, LLCCOM7,074—Sep 30, 2026Oct 19, 2026
PRAIRIE ADVISORY, LLCCOM7,074—Sep 30, 2026Oct 19, 2026
MIRAMONTES CAPITAL, LLCCOM7,746—Sep 30, 2026Oct 19, 2026
LAUREL OAK WEALTH MANAGEMENT, LLCCOM39,532—Sep 30, 2026Oct 19, 2026
Clark Wealth PartnersCOM20,386—Sep 30, 2026Oct 19, 2026
Ares Financial Consulting, LLCStock2,494—Sep 30, 2026Oct 19, 2026
Hidden Cove Wealth Management, LLCCOM6,648—Sep 30, 2026Oct 19, 2026
McHugh Group, LLCCOM11,449—Sep 30, 2026Oct 19, 2026
AA Financial Advisors, LLCCOM18,799—Sep 30, 2026Oct 19, 2026
Crown Wealth Group, LLCCOM8,247—Sep 30, 2026Oct 19, 2026
MontVue Capital Management, Inc.COM4,449—Sep 30, 2026Oct 19, 2026
Key Client Fiduciary Advisors, LLCCOM36,018—Sep 30, 2026Oct 19, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DECOM12,862—Sep 30, 2026Oct 19, 2026
Secure Asset Management, LLCCOM57,942—Sep 30, 2026Oct 19, 2026
Columbia Asset ManagementCOM14,071—Sep 30, 2026Oct 19, 2026
Tanager Wealth Management LLPCOM4,396—Sep 30, 2026Oct 19, 2026
NOVEM GROUPCOM6,241—Sep 30, 2026Oct 19, 2026
NOVEM GROUPCOM53—Sep 30, 2026Oct 19, 2026
NOVEM GROUPCOM503—Sep 30, 2026Oct 19, 2026
Sterling Investment Counsel, LLCCOM6,872—Sep 30, 2026Oct 19, 2026
NWF Advisory Services Inc.COM169,984—Sep 30, 2026Oct 19, 2026
Targeted Financial Services LLCCOM3,773—Sep 30, 2026Oct 19, 2026
Mullaney, Keating & Wright, Inc.COM4,340—Sep 30, 2026Oct 19, 2026
Prospera Capital Management, LLCCOM3,888—Sep 30, 2026Oct 19, 2026
Investment Research Partners LLCCOM14,303—Sep 30, 2026Oct 19, 2026
Kagan Cocozza Asset ManagementCOM5,529—Sep 30, 2026Oct 19, 2026
Warwick Investment Management, Inc.COM11,120—Sep 30, 2026Oct 19, 2026
Highland Financial Advisors, LLCCOM4,268—Sep 30, 2026Oct 19, 2026
Clark Asset Management, LLCCOM10,594—Sep 30, 2026Oct 19, 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.