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Bank of America Corporation (BAC)

USD59.67 +0.42 (+0.71%)
US NYSE DJIA S&P 500 Financial Services Banks - Diversified
Address Bank of America Corporate Center 28255
Charlotte, NC, US
CEO Brian Thomas Moynihan
IPO 1973-02-21
CIK 70858 ISIN US0605051046

Explore sections of this company profile

Also trades on CBOE CA · BOFA.NE (CAD) Deutsche Börse · NCB.DE (EUR) London Stock Exchange · 0Q16.L (USD) New York Stock Exchange · BAC (USD) New York Stock Exchange · BAC-PK (USD) New York Stock Exchange · BAC-PL (USD) New York Stock Exchange · BAC-PM (USD) New York Stock Exchange · BAC-PN (USD) New York Stock Exchange · BAC-PO (USD) New York Stock Exchange · BAC-PP (USD) New York Stock Exchange · BAC-PQ (USD) New York Stock Exchange · BAC-PS (USD) New York Stock Exchange · BAC-PB (USD) New York Stock Exchange · BAC-PE (USD) New York Stock Exchange · BML-PG (USD) New York Stock Exchange · BML-PH (USD) New York Stock Exchange · BML-PJ (USD) New York Stock Exchange · BML-PL (USD) Other OTC · BACRP (USD) Swiss Exchange · BAC.SW (CHF)
Description

Operating globally through its various subsidiaries, Bank of America Corporation offers a comprehensive range of banking and financial products and services. Its extensive clientele includes individual consumers, small and mid-market businesses, institutional investors, large corporations, and government bodies worldwide. The Consumer Banking division provides diverse options such as traditional and money market savings accounts, certificates of deposit, individual retirement accounts (IRAs), and both interest-bearing and non-interest-bearing checking accounts, in addition to investment products. This segment also issues credit and debit cards, originates residential mortgages and home equity loans, and offers direct and indirect financing for needs like automotive purchases, recreational vehicles, and personal loans. Within its Global Wealth & Investment Management segment, the company delivers investment management, brokerage, banking, and trust and retirement solutions. It also crafts tailored wealth management strategies, including specialized asset management services. The Global Banking segment furnishes a broad spectrum of lending products, including commercial loans, leases, commitment facilities, trade finance, and both commercial real estate and asset-based lending. Furthermore, it provides treasury solutions such as cash management, foreign exchange, short-term investment options, and merchant services, alongside working capital management guidance. This segment also engages in debt and equity underwriting, distribution, and advisory services related to mergers and acquisitions. Through its Global Markets segment, Bank of America performs market-making activities, offers financing, and provides securities clearing, settlement, and custody services. It also devises risk management products employing interest rate, equity, credit, currency, and commodity derivatives, as well as foreign exchange, fixed-income, and mortgage-related instruments. As of December 31, 2021, the corporation served approximately 67 million consumer and small business clients. Its widespread infrastructure comprised around 4,200 retail financial centers and approximately 16,000 ATMs, supplemented by digital banking platforms utilized by roughly 41 million active users. Founded in 1784, Bank of America is headquartered in Charlotte, North Carolina.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
FleetBoston FBF 2003-12-04 View
Maryland KRB 2005-08-02 View
4451613 MER 2008-10-01 View

Index membership

IndexAddedRemovedStatus
DJIA 2008-02-19 Active
S&P 500 1976-07-01 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD59.67 +0.42 (+0.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
36M
Beta
1.20
Float Shares
7.08B
Free Float %
99.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.63% -1.19% -3.48% +3.55% -3.82% -6.18% +16.93% +82.59% +20.22% +248.88% +1,559.16%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (54 analysts) Buy
Price Targets & DCF
Current price
59.67
Low 50.00 -16.2%
Consensus 61.13 +2.4%
Median 61.00 +2.2%
High 71.00 +19.0%
DCF (Unlevered) 32.18 -46.1%
Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 6 -1
Buy 16 -1
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 4
59.50
-0.3%
Last Year 21
59.71
+0.1%
All Time 87
50.35
-15.6%
Quality scores
Altman Z-Score
-0.19
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Banks - Diversified: +4.3%
    -0.5% Q1'26: -35.6% (vs Q1'25)
  • EPS growth Banks - Diversified: +17.7%
    +18.6% Q1'26: +23.3% (vs Q1'25)
  • FCF margin Banks - Diversified: +154.0%
    -23.8% Q1'26: +138.0% (vs Q1'25)
  • EBIT margin Banks - Diversified: +20.4%
    +19.7% Q1'26: +34.4% (vs Q1'25)
  • ROIC Banks - Diversified: +2.3%
    -10.4% Q1'26: +7.9% (vs Q1'25)
  • Share dilution Banks - Diversified: +3.0%
    -3.8% Q1'26: -4.5% (vs Q1'25)
  • Debt / EBITDA Banks - Diversified: 3.66×
    9.15× Q1'26: 9.22× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.22) × ERP
WACC = 52% × Ke + 48% × Kd (21.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 32.18 Current price: 59.67
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
15 EPS Ana.
Dec 2027
10 Rev. Ana.
14 EPS Ana.
Dec 2028
3 Rev. Ana.
7 EPS Ana.
Dec 2029
2 Rev. Ana.
2 EPS Ana.
Revenue
128.93B
est: 127.45B (+1.2%)
107.71B
est: 98.25B (+9.6%)
98.01B
est: 86.74B (+13.0%)
98.80B
est: 81.91B (+20.6%)
96.83B
est: 256.09B (-62.2%)
93.51B
est: 84.25B (+11.0%)
93.66B
est: 84.64B (+10.7%)
99.47B
est: 88.69B (+12.2%)
109.63B
est: 91.16B (+20.3%)
113.59B
est: 91.35B (+24.3%)
93.75B
est: 86.06B (+8.9%)
93.85B
est: 89.40B (+5.0%)
115.05B
est: 94.75B (+21.4%)
171.91B
est: 93.36B (+84.1%)
192.43B
est: 102.05B (+88.6%)
191.57B
est: 110.58B (+73.2%)
120.94B
120.35B – 121.50B
+9.4% YoY
126.90B
125.28B – 128.29B
+4.9% YoY
132.97B
132.49B – 133.44B
+4.8% YoY
133.40B
132.34B – 135.21B
+0.3% YoY
EBITDA
2.59B
est: 26.85B (-90.4%)
3.26B
est: 20.23B (-83.9%)
6.11B
est: 27.67B (-77.9%)
18.86B
est: 27.70B (-31.9%)
10.49B
est: 26.16B (-59.9%)
24.58B
est: 31.89B (-22.9%)
27.26B
est: 31.78B (-14.2%)
31.32B
est: 39.97B (-21.6%)
36.65B
est: 51.30B (-28.6%)
34.48B
est: 52.81B (-34.7%)
20.84B
est: 27.20B (-23.4%)
35.87B
est: 31.22B (+14.9%)
32.95B
est: 45.00B (-26.8%)
30.40B
est: 22.74B (+33.7%)
31.44B
est: 24.85B (+26.5%)
40.01B
est: 26.93B (+48.6%)
29.45B
29.31B – 29.59B
+9.4% YoY
30.91B
30.51B – 31.24B
+4.9% YoY
32.38B
32.27B – 32.50B
+4.8% YoY
32.49B
32.23B – 32.93B
+0.3% YoY
EBIT
-1.32B
est: 29.33B (-104.5%)
-230.00M
est: 22.61B (-101.0%)
3.07B
est: 19.96B (-84.6%)
16.17B
est: 18.85B (-14.2%)
7.96B
est: 58.94B (-86.5%)
22.19B
est: 19.39B (+14.4%)
25.02B
est: 19.48B (+28.5%)
29.21B
est: 20.41B (+43.1%)
34.58B
est: 20.98B (+64.9%)
32.75B
est: 21.02B (+55.8%)
19.00B
est: 19.80B (-4.1%)
33.98B
est: 20.57B (+65.1%)
30.97B
est: 8.18B (+278.8%)
28.34B
est: 21.38B (+32.6%)
29.25B
est: 23.37B (+25.2%)
37.70B
est: 25.32B (+48.9%)
27.69B
27.56B – 27.82B
+9.4% YoY
29.06B
28.69B – 29.38B
+4.9% YoY
30.45B
30.34B – 30.55B
+4.8% YoY
30.54B
30.30B – 30.96B
+0.3% YoY
Net Income
-2.24B
est: -1.13B (-97.8%)
1.45B
est: -1.50B (+196.3%)
4.19B
est: 3.81B (+10.0%)
11.43B
est: 9.77B (+17.0%)
5.52B
est: 5.79B (-4.6%)
15.91B
est: 14.49B (+9.8%)
17.82B
est: 14.91B (+19.5%)
18.23B
est: 16.43B (+11.0%)
28.15B
est: 25.81B (+9.1%)
27.43B
est: 25.49B (+7.6%)
17.89B
est: 16.51B (+8.4%)
31.98B
est: 24.35B (+31.3%)
27.53B
est: 33.58B (-18.0%)
26.52B
est: 21.81B (+21.6%)
27.13B
est: 24.08B (+12.7%)
30.51B
est: 28.75B (+6.1%)
33.57B
33.12B – 34.02B
+16.8% YoY
37.79B
35.96B – 39.63B
+12.6% YoY
43.77B
41.46B – 46.07B
+15.8% YoY
51.47B
50.94B – 52.38B
+17.6% YoY
SGA
53.33B
est: 60.13B (-11.3%)
60.27B
est: 56.75B (+6.2%)
51.60B
est: 69.60B (-25.9%)
53.86B
est: 47.79B (+12.7%)
61.46B
est: 85.86B (-28.4%)
45.28B
est: 43.02B (+5.3%)
43.52B
est: 42.47B (+2.5%)
41.84B
est: 42.35B (-1.2%)
40.52B
est: 42.12B (-3.8%)
42.07B
est: 38.98B (+7.9%)
41.16B
est: 37.61B (+9.4%)
45.05B
est: 34.60B (+30.2%)
45.95B
est: 41.42B (+10.9%)
47.72B
est: 31.51B (+51.4%)
49.62B
est: 34.44B (+44.1%)
52.25B
est: 37.32B (+40.0%)
40.82B
40.62B – 41.01B
+9.4% YoY
42.83B
42.28B – 43.30B
+4.9% YoY
44.88B
44.72B – 45.04B
+4.8% YoY
45.02B
44.66B – 45.63B
+0.3% YoY
EPS
-0.37
est: 0.60 (-161.7%)
0.01
est: -0.31 (+103.3%)
0.26
est: 0.10 (+160.0%)
0.94
est: 0.81 (+16.0%)
0.36
est: 0.64 (-43.3%)
1.38
est: 1.37 (+0.8%)
1.58
est: 1.46 (+8.0%)
1.63
est: 1.81 (-9.9%)
2.64
est: 2.54 (+3.9%)
2.77
est: 2.71 (+2.1%)
1.88
est: 1.81 (+3.7%)
3.60
est: 3.50 (+2.9%)
3.21
est: 3.12 (+2.9%)
3.10
est: 2.92 (+6.3%)
3.25
est: 3.20 (+1.5%)
3.88
est: 3.81 (+1.7%)
4.46
4.39 – 4.51
+16.9% YoY
5.05
4.76 – 5.25
+13.3% YoY
5.79
5.49 – 6.10
+14.5% YoY
6.82
6.75 – 6.94
+17.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 Truist Securities Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-27 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-26 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-22 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-21 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-20 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-19 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-18 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-15 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-14 C+ 2/5 1/5 3/5 3/5 1/5 2/5 2/5
2026-05-13 C+ 2/5 1/5 3/5 3/5 2/5 2/5 2/5
2026-05-12 C+ 2/5 1/5 3/5 3/5 2/5 2/5 2/5
2026-05-11 C+ 2/5 1/5 3/5 3/5 1/5 3/5 2/5
2026-05-08 B- 2/5 1/5 3/5 3/5 2/5 3/5 2/5
2026-05-07 B- 2/5 1/5 3/5 3/5 2/5 3/5 2/5
2026-05-06 B- 2/5 1/5 3/5 3/5 2/5 3/5 2/5
2026-05-05 B- 2/5 1/5 3/5 3/5 2/5 3/5 2/5
2026-05-04 B- 2/5 1/5 3/5 3/5 2/5 3/5 2/5
2026-05-01 B- 2/5 1/5 3/5 4/5 1/5 3/5 2/5
2026-04-30 B- 2/5 1/5 3/5 4/5 1/5 3/5 2/5
2026-04-29 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-04-28 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-04-27 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-04-24 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-04-23 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-22 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-21 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-20 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-17 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-16 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-15 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-14 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5
2026-04-13 B 3/5 1/5 4/5 4/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
55.20B
OE per share TTM
7.36
Owner's Yield
14.74%
Maintenance CapEx ratio
16.11%
Maint CapEx / Avg PPE
8.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
3,564
Total invested
260.14B
Insider transactions (90d)
15
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 BANK OF AMERICA CORP /DE/56-0906609 18.79M 5.20% 18.79M 18.63M HC Delaware 2024-11-14
2 BANK OF AMERICA CORPORATION56-0906609 2.10M 5.80% 2.08M 2.10M HC 2024-02-13
3 Banc of America Preferred Funding Corporation 1.2K 66.30% 1.2K 10.00 CO 2024-04-24
4 Bank of America Corporation 56-0906609 1.2K 66.30% 1.2K 10.00 HC 2024-04-24
5 Bank of America Corporation     56-0906609 1.2K 100.00% 1.2K 1.2K HC 2023-07-24
6 Banc of America Preferred Funding Corporation 75-2939570 410.00 95.60% 410.00 10.00 CO 2024-04-24
7 BANK OF AMERICA, NA94-1687665 400.00 100.00% 400.00 400.00 BK Delaware 2023-10-06
8 BofA Securities, Inc.47-4921463 385.00 22.00% 385.00 385.00 BD Delaware 2024-10-07
9 Banc of America Preferred Funding Corporation  75-2939570 260.00 98.90% 260.00 10.00 CO 2024-04-24
10 Bank of America Corporation  56-0906609 260.00 98.90% 260.00 10.00 HC 2024-04-24

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
3,564
-156 vs prev Q
New positions
191
Closed positions
347
Increased
1,542
Reduced
1,520
Put/Call ratio
1.41
Calls held
67.94M
Puts held
96.10M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 651.08M +23.4M (+3.7%) 35.81B +3.4B (+10.6%) 8.84% +0.553 pp 0.52% +0.034 pp USD22.57 +143.7% 84 qtrs
2 BLACKROCK, INC. 542.48M +7.1M (+1.3%) 29.84B +2.2B (+8.0%) 7.37% +0.298 pp 0.50% +0.021 pp USD40.50 +35.8% 6 qtrs
3 BERKSHIRE HATHAWAY INC 517.30M -50.8M (-8.9%) 28.45B -855.5M (-2.9%) 7.02% -0.476 pp 10.38% -0.585 pp USD26.24 +109.6% 34 qtrs
4 STATE STREET CORP 298.50M -2.8M (-0.9%) 16.42B +872.8M (+5.6%) 4.05% +0.075 pp 0.55% +0.012 pp USD18.77 +193.0% 51 qtrs
5 FMR LLC 214.78M +5.3M (+2.5%) 11.81B +1.0B (+9.3%) 2.92% +0.151 pp 0.60% +0.040 pp USD26.77 +105.5% 70 qtrs
6 JPMORGAN CHASE & CO 161.57M -20.1M (-11.1%) 8.89B -485.9M (-5.2%) 2.19% -0.205 pp 0.56% -0.004 pp USD28.67 +91.8% 51 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 154.48M -252.4K (-0.2%) 8.47B +515.4M (+6.5%) 2.10% +0.055 pp 0.52% +0.015 pp USD27.34 +101.2% 78 qtrs
8 CAPITAL WORLD INVESTORS 141.30M -3.1M (-2.1%) 7.77B +323.1M (+4.3%) 1.92% +0.013 pp 1.06% +0.039 pp USD38.93 +41.3% 50 qtrs
9 MORGAN STANLEY 112.79M +10.2M (+9.9%) 6.20B +910.5M (+17.2%) 1.53% +0.177 pp 0.37% +0.050 pp USD32.89 +67.2% 51 qtrs
10 PRICE T ROWE ASSOCIATES INC /MD/ 106.57M -13.0M (-10.9%) 5.86B -309.4M (-5.0%) 1.45% -0.132 pp 0.63% -0.028 pp USD35.64 +54.3% 75 qtrs
11 NORGES BANK 86.80M +86.8M (+100.0%) 4.77B +4.8B (+100.0%) 1.18% +1.179 pp 0.51% +0.511 pp USD55.00 +0.0% 1 qtrs NEW
12 NORTHERN TRUST CORP 64.54M -1.8M (-2.7%) 3.55B +128.6M (+3.8%) 0.88% +0.001 pp 0.45% +0.015 pp USD18.40 +198.9% 51 qtrs
13 AMERIPRISE FINANCIAL INC 63.76M -1.7M (-2.5%) 3.51B +131.4M (+3.9%) 0.87% +0.002 pp 0.79% +0.017 pp USD29.25 +88.0% 55 qtrs
14 INVESCO LTD. 60.44M -1.5M (-2.4%) 3.32B +129.5M (+4.1%) 0.82% +0.003 pp 0.51% +0.006 pp USD28.91 +90.2% 57 qtrs
15 BANK OF NEW YORK MELLON CORP 57.62M +2.9M (+5.4%) 3.17B +347.6M (+12.3%) 0.78% +0.060 pp 0.56% +0.016 pp USD25.45 +116.1% 66 qtrs
16 FRANKLIN RESOURCES INC 57.08M +9.8M (+20.7%) 3.14B +699.0M (+28.6%) 0.78% +0.150 pp 0.77% +0.162 pp USD37.99 +44.8% 51 qtrs
17 GOLDMAN SACHS GROUP INC 56.67M +2.6M (+4.7%) 3.12B +325.5M (+11.7%) 0.77% +0.055 pp 0.38% +0.041 pp USD36.54 +50.5% 73 qtrs
18 WELLINGTON MANAGEMENT GROUP LLP 54.47M -22.1M (-28.8%) 3.00B -953.6M (-24.1%) 0.74% -0.271 pp 0.53% -0.166 pp USD37.33 +47.3% 81 qtrs
19 FISHER ASSET MANAGEMENT, LLC 53.78M +1.1M (+2.1%) 2.96B +240.5M (+8.8%) 0.73% +0.035 pp 1.01% +0.026 pp USD34.09 +61.3% 57 qtrs
20 DEUTSCHE BANK AG\ 47.17M +2.6M (+5.9%) 2.59B +295.6M (+12.9%) 0.64% +0.052 pp 0.84% +0.075 pp USD40.21 +36.8% 50 qtrs
21 LEGAL & GENERAL GROUP PLC 45.41M +1.5M (+3.4%) 2.50B +231.6M (+10.2%) 0.62% +0.037 pp 0.55% +0.046 pp USD27.51 +99.9% 75 qtrs
22 SANDERS CAPITAL, LLC 45.27M -101.1K (-0.2%) 2.49B +149.2M (+6.4%) 0.61% +0.016 pp 2.87% -0.012 pp USD40.47 +35.9% 53 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 43.63M -199.7K (-0.5%) 2.40B +138.5M (+6.1%) 0.59% +0.014 pp 0.37% +0.012 pp USD23.69 +132.2% 100 qtrs
24 UBS ASSET MANAGEMENT AMERICAS INC 43.62M -2.9M (-6.2%) 2.40B -485.7K (0.0%) 0.59% -0.022 pp 0.51% -0.014 pp USD48.79 +12.7% 90 qtrs
25 ROYAL BANK OF CANADA 42.90M +2.3M (+5.8%) 2.36B +266.7M (+12.7%) 0.58% +0.047 pp 0.38% +0.041 pp USD30.96 +77.6% 51 qtrs
26 CAPITAL INTERNATIONAL INVESTORS 42.86M +42.9M (+100.0%) 2.36B +2.4B (+100.0%) 0.58% +0.582 pp 0.37% +0.370 pp USD55.00 +0.0% 1 qtrs NEW
27 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 39.11M +13.5M (+52.5%) 2.15B +827.7M (+62.5%) 0.53% +0.192 pp 1.86% +0.699 pp USD43.21 +27.3% 37 qtrs
28 AMUNDI 37.66M +4.2M (+12.6%) 2.07B +386.6M (+22.9%) 0.51% +0.070 pp 0.56% +0.021 pp USD40.35 +36.3% 19 qtrs
29 WELLS FARGO & COMPANY/MN 33.70M +2.0M (+6.4%) 1.85B +219.0M (+13.4%) 0.46% +0.039 pp 0.34% +0.027 pp USD29.42 +86.9% 57 qtrs
30 VICTORY CAPITAL MANAGEMENT INC 31.92M +15.3M (+92.2%) 1.76B +899.5M (+105.1%) 0.43% +0.214 pp 0.99% +0.490 pp USD49.01 +12.2% 50 qtrs
31 DIMENSIONAL FUND ADVISORS LP 30.57M -75.2K (-0.2%) 1.68B +100.3M (+6.3%) 0.42% +0.011 pp 0.35% +0.013 pp USD21.50 +155.8% 51 qtrs
32 UBS GROUP AG 30.37M +1.1M (+3.7%) 1.67B +159.0M (+10.5%) 0.41% +0.026 pp 0.27% +0.034 pp USD35.26 +56.0% 45 qtrs
33 NUVEEN, LLC 25.07M -1.7M (-6.5%) 1.38B -4.4M (-0.3%) 0.34% -0.014 pp 0.36% -0.004 pp USD41.75 +31.7% 4 qtrs
34 CITIGROUP INC 24.11M -29.3M (-54.9%) 1.33B -1.4B (-51.9%) 0.33% -0.378 pp 0.59% -0.643 pp USD43.11 +27.6% 107 qtrs
35 BANK OF MONTREAL /CAN/ 22.54M -637.2K (-2.7%) 1.24B +44.0M (+3.7%) 0.31% +0.000 pp 0.43% -0.029 pp USD31.36 +75.4% 46 qtrs
36 ALLIANCEBERNSTEIN L.P. 22.23M -2.2M (-8.9%) 1.22B -36.4M (-2.9%) 0.30% -0.020 pp 0.39% -0.010 pp USD29.24 +88.1% 61 qtrs
37 BARCLAYS PLC 21.21M -4.3M (-16.9%) 1.17B +153.6M (+15.2%) 0.29% -0.049 pp 0.28% +0.020 pp USD36.38 +51.2% 51 qtrs
38 HARRIS ASSOCIATES L P 19.85M -7.3M (-26.9%) 1.09B -309.0M (-22.1%) 0.27% -0.089 pp 1.38% -0.866 pp USD20.35 +170.3% 55 qtrs
39 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 19.61M +334.2K (+1.7%) 1.08B +84.1M (+8.5%) 0.27% +0.012 pp 0.62% +0.021 pp USD28.34 +94.1% 53 qtrs
40 PARNASSUS INVESTMENTS, LLC 16.48M -2.8M (-14.4%) 906.28M -87.3M (-8.8%) 0.22% -0.031 pp 2.35% +0.054 pp USD32.07 +71.5% 26 qtrs
41 SUMITOMO MITSUI TRUST HOLDINGS, INC. 16.33M -1.1M (-6.3%) 898.40M -1.2M (-0.1%) 0.22% -0.008 pp 0.53% +0.010 pp USD19.61 +180.5% 59 qtrs
42 CLEARBRIDGE INVESTMENTS, LLC 16.29M -1.8M (-9.8%) 895.73M -35.5M (-3.8%) 0.22% -0.017 pp 0.72% +0.016 pp USD33.37 +64.8% 62 qtrs
43 HSBC HOLDINGS PLC 15.62M +988.8K (+6.8%) 859.31M +106.6M (+14.2%) 0.21% +0.019 pp 0.44% +0.023 pp USD30.71 +79.1% 56 qtrs
44 NATIONAL PENSION SERVICE 15.16M +1.3M (+9.3%) 834.01M +118.0M (+16.5%) 0.21% +0.023 pp 0.62% +0.062 pp USD29.59 +85.9% 46 qtrs
45 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 14.68M +558.9K (+4.0%) 821.17M +92.8M (+12.7%) 0.20% +0.013 pp 0.56% +0.032 pp USD36.39 +51.1% 58 qtrs
46 CANADA PENSION PLAN INVESTMENT BOARD 14.58M -936.3K (-6.0%) 802.04M +1.4M (+0.2%) 0.20% -0.007 pp 0.54% -0.026 pp USD33.29 +65.2% 52 qtrs
47 RAYMOND JAMES FINANCIAL INC 14.53M -9.0K (-0.1%) 799.61M +49.6M (+6.6%) 0.20% +0.005 pp 0.25% +0.008 pp USD44.78 +22.8% 5 qtrs
48 PRINCIPAL FINANCIAL GROUP INC 13.93M -601.8K (-4.1%) 766.07M +16.5M (+2.2%) 0.19% -0.003 pp 0.39% +0.013 pp USD24.29 +126.4% 81 qtrs
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13.55M -56.8K (-0.4%) 745.03M +43.3M (+6.2%) 0.18% +0.004 pp 0.09% +0.006 pp USD33.63 +63.5% 51 qtrs
50 D. E. SHAW & CO., INC. 12.82M -3.8M (-22.7%) 705.15M -151.0M (-17.6%) 0.17% -0.045 pp 0.39% -0.097 pp USD48.21 +14.1% 70 qtrs
51 BESSEMER GROUP INC 12.56M -2.5M (-16.8%) 690.84M -87.9M (-11.3%) 0.17% -0.029 pp 1.06% -0.130 pp USD28.64 +92.0% 51 qtrs
52 CAPITOLIS LIQUID GLOBAL MARKETS LLC 12.41M -89.4K (-0.7%) 682.38M +37.7M (+5.8%) 0.17% +0.004 pp 4.07% -1.078 pp USD47.78 +15.1% 8 qtrs
53 RHUMBLINE ADVISERS 11.93M -431.7K (-3.5%) 655.93M +18.4M (+2.9%) 0.16% -0.001 pp 0.53% +0.018 pp USD17.13 +221.1% 51 qtrs
54 SWEDBANK AB 11.84M +237.4K (+2.0%) 651.22M +52.6M (+8.8%) 0.16% +0.008 pp 0.63% +0.023 pp USD40.09 +37.2% 20 qtrs
55 BARROW HANLEY MEWHINNEY & STRAUSS LLC 11.50M -977.3K (-7.8%) 632.61M -11.2M (-1.7%) 0.16% -0.009 pp 2.11% +0.056 pp USD40.56 +35.6% 7 qtrs
56 JANE STREET GROUP, LLC 11.42M -1.5M (-11.7%) 628.02M -39.0M (-5.8%) 0.16% -0.016 pp 0.09% -0.007 pp USD42.81 +28.5% 6 qtrs
57 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 11.20M -1.4M (-10.9%) 615.99M -32.8M (-5.1%) 0.15% -0.014 pp 0.36% -0.048 pp USD42.10 +30.6% 19 qtrs
58 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10.89M -326.5K (-2.9%) 599.13M +20.3M (+3.5%) 0.15% 0.000 pp 0.60% +0.006 pp USD16.84 +226.6% 52 qtrs
59 LAZARD ASSET MANAGEMENT LLC 10.50M -9.2M (-46.7%) 577.49M -439.0M (-43.2%) 0.14% -0.118 pp 0.98% -0.390 pp USD28.47 +93.2% 51 qtrs
60 HIMALAYA CAPITAL MANAGEMENT LLC 10.43M +— (+0.0%) 573.73M +35.6M (+6.6%) 0.14% +0.004 pp 16.08% -0.584 pp USD25.52 +115.5% 24 qtrs
61 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 10.25M -1.2M (-10.5%) 563.70M -27.3M (-4.6%) 0.14% -0.012 pp 0.18% -0.001 pp USD21.63 +154.3% 51 qtrs
62 BANK OF AMERICA CORP /DE/ 9.65M +66.7K (+0.7%) 530.48M +36.3M (+7.4%) 0.13% +0.005 pp 0.04% +0.005 pp USD43.88 +25.3% 52 qtrs
63 BNP PARIBAS ARBITRAGE, SNC 9.52M -661.2K (-6.5%) 523.41M -1.7M (-0.3%) 0.13% -0.005 pp 0.24% -0.043 pp USD36.31 +51.5% 51 qtrs
64 SAMLYN CAPITAL, LLC 9.42M +3.0M (+46.7%) 518.29M +187.0M (+56.4%) 0.13% +0.043 pp 8.26% +3.699 pp USD45.87 +19.9% 7 qtrs
65 AMF TJANSTEPENSION AB 9.30M +86.5K (+0.9%) 511.31M +36.2M (+7.6%) 0.13% +0.005 pp 3.17% +0.157 pp USD42.60 +29.1% 12 qtrs
66 KBC GROUP NV 9.14M -81.8K (-0.9%) 502.81M +27.0M (+5.7%) 0.12% +0.002 pp 1.15% +0.005 pp USD40.38 +36.2% 68 qtrs
67 PNC FINANCIAL SERVICES GROUP, INC. 9.01M +3.2K (+0.0%) 495.42M +30.9M (+6.6%) 0.12% +0.003 pp 0.27% -0.011 pp USD27.04 +103.4% 51 qtrs
68 NEUBERGER BERMAN GROUP LLC 8.93M -748.2K (-7.7%) 490.94M -8.3M (-1.7%) 0.12% -0.007 pp 0.37% +0.001 pp USD34.64 +58.8% 67 qtrs
69 CITADEL ADVISORS LLC 8.81M -1.7M (-16.4%) 484.57M -58.9M (-10.8%) 0.12% -0.019 pp 0.07% -0.010 pp USD34.80 +58.0% 38 qtrs
70 LPL FINANCIAL LLC 8.80M +216.7K (+2.5%) 483.82M +41.2M (+9.3%) 0.12% +0.006 pp 0.13% +0.003 pp USD35.01 +57.1% 51 qtrs
71 NEW YORK STATE COMMON RETIREMENT FUND 8.68M -1.3M (-13.0%) 477.51M -37.6M (-7.3%) 0.12% -0.014 pp 0.64% -0.029 pp USD15.92 +245.5% 103 qtrs
72 ENVESTNET ASSET MANAGEMENT INC 8.37M -125.4K (-1.5%) 460.58M +22.1M (+5.0%) 0.11% +0.002 pp 0.14% +0.011 pp USD34.10 +61.3% 51 qtrs
73 AGF MANAGEMENT LTD 8.06M +1.3M (+18.5%) 443.19M +92.4M (+26.3%) 0.11% +0.020 pp 1.92% +0.379 pp USD49.69 +10.7% 13 qtrs
74 BOSTON PARTNERS 7.87M -207.2K (-2.6%) 433.00M +15.9M (+3.8%) 0.11% +0.000 pp 0.45% +0.020 pp USD29.39 +87.1% 76 qtrs
75 MANUFACTURERS LIFE INSURANCE COMPANY, THE 7.71M -2.0K (0.0%) 423.93M +26.3M (+6.6%) 0.10% +0.003 pp 0.35% +0.022 pp USD22.60 +143.4% 107 qtrs
76 RUSSELL INVESTMENTS GROUP, LTD. 7.66M +481.7K (+6.7%) 421.70M +50.9M (+13.7%) 0.10% +0.009 pp 0.46% +0.038 pp USD35.27 +55.9% 37 qtrs
77 KING LUTHER CAPITAL MANAGEMENT CORP 7.54M +182.0K (+2.5%) 414.78M +35.1M (+9.2%) 0.10% +0.005 pp 1.69% +0.123 pp USD23.03 +138.8% 71 qtrs
78 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 7.41M +762.9K (+11.5%) 407.45M +64.6M (+18.8%) 0.10% +0.013 pp 0.58% +0.084 pp USD37.46 +46.8% 74 qtrs
79 NATIXIS ADVISORS, L.P. 7.23M +272.6K (+3.9%) 397.74M +38.7M (+10.8%) 0.10% +0.006 pp 0.56% +0.040 pp USD36.26 +51.7% 57 qtrs
80 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 7.23M -10.9M (-60.1%) 397.52M -536.7M (-57.5%) 0.10% -0.141 pp 0.66% -1.026 pp USD43.08 +27.7% 25 qtrs
81 DIAMOND HILL CAPITAL MANAGEMENT INC 7.23M -755.6K (-9.5%) 397.39M -14.3M (-3.5%) 0.10% -0.007 pp 2.04% +0.082 pp USD30.70 +79.2% 21 qtrs
82 US BANCORP \DE\ 7.10M -158.2K (-2.2%) 390.24M +16.0M (+4.3%) 0.10% +0.001 pp 0.46% +0.014 pp USD19.36 +184.1% 51 qtrs
83 HIGHTOWER ADVISORS, LLC 6.89M +107.9K (+1.6%) 378.88M +29.1M (+8.3%) 0.09% +0.004 pp 0.41% +0.017 pp USD31.56 +74.3% 67 qtrs
84 VOYA INVESTMENT MANAGEMENT LLC 6.91M -848.9K (-10.9%) 378.66M -20.3M (-5.1%) 0.09% -0.009 pp 0.37% -0.025 pp USD33.79 +62.8% 51 qtrs
85 ENSIGN PEAK ADVISORS, INC 6.81M -900.3K (-11.7%) 374.73M -23.2M (-5.8%) 0.09% -0.009 pp 0.66% +0.009 pp USD37.42 +47.0% 25 qtrs
86 ACADIAN ASSET MANAGEMENT LLC 6.78M +3.6M (+115.0%) 372.90M +210.2M (+129.2%) 0.09% +0.050 pp 0.61% +0.328 pp USD48.26 +14.0% 23 qtrs
87 6.75M +6.7M (+100.0%) 371.47M +371.5M (+100.0%) 0.09% +0.092 pp 1.16% +1.156 pp USD55.00 +0.0% 1 qtrs NEW
88 AVIVA PLC 6.72M +1.0M (+18.3%) 369.87M +76.6M (+26.1%) 0.09% +0.016 pp 0.62% +0.091 pp USD36.64 +50.1% 51 qtrs
89 BAIRD FINANCIAL GROUP, INC. 6.67M +43.8K (+0.7%) 366.98M +25.0M (+7.3%) 0.09% +0.003 pp 0.57% +0.022 pp USD31.52 +74.5% 43 qtrs
90 QUBE RESEARCH & TECHNOLOGIES LTD 6.53M +4.3M (+189.4%) 359.05M +242.7M (+208.6%) 0.09% +0.059 pp 0.36% +0.245 pp USD50.32 +9.3% 18 qtrs
91 ADAGE CAPITAL PARTNERS GP, L.L.C. 6.51M -811.4K (-11.1%) 357.79M -19.7M (-5.2%) 0.09% -0.008 pp 0.54% -0.056 pp USD30.23 +81.9% 55 qtrs
92 ACTIAM N.V. 25.10M +22.6M (+914.5%) 138.02M +10.4M (+8.2%) 0.34% +0.308 pp 1.40% +0.040 pp USD54.26 +1.4% 3 qtrs
93 AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC 15.22M +14.1M (+1,248.5%) 78.30M +20.1M (+34.4%) 0.21% +0.192 pp 5.40% +1.127 pp USD53.14 +3.5% 61 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.40
Bullish
Ratio by volume
0.48
Bearish
Buys
12
Sells
5
Shares acquired
80.5K
Shares disposed
166.5K
Cash buys
Cash sales
1.00
Net activity
-86,040
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 18,083 0.00 2,717,695 D
2026-05-05 Greener Geoffrey S Officer S-Sale D Common Stock 126,756 53.01 6.72M 1,373,397 I
2026-05-04 Zuber Maria T Director A-Award A Common Stock 5,365 0.00 73,105 D
2026-05-04 Woods Thomas D Director F-InKind D Common Stock 2,473 52.19 129.1K 75,286 D
2026-05-04 WHITE MICHAEL D Director A-Award A Phantom Stock 5,365 0.00 103,942 D
2026-05-04 Ramos Denise L Director A-Award A Phantom Stock 5,365 0.00 84,673 D
2026-05-04 ROSE CLAYTON STUART Director A-Award A Phantom Stock 5,365 0.00 74,303 D
2026-05-04 NOWELL LIONEL L III Director A-Award A Phantom Stock 8,718 0.00 201,595 D
2026-05-04 Martinez Maria Director A-Award A Common Stock 5,365 0.00 13,984 D
2026-05-04 LOZANO MONICA C Director A-Award A Phantom Stock 5,365 0.00 246,348 D
2026-05-04 DONALD ARNOLD W Director A-Award A Common Stock 5,365 0.00 131,204 D
2026-05-04 Allen Sharon L. Director A-Award A Phantom Stock 5,365 0.00 45,355 D
2026-05-04 ALMEIDA JOSE E Director A-Award A Common Stock 5,365 0.00 33,606 D
2026-04-22 de Weck Pierre J.P. Director F-InKind D Common Stock 1,096 53.12 58.2K 100,322 D
2026-04-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 18,083 0.00 2,717,695 D
2026-03-15 MOYNIHAN BRIAN T Director / Officer D-Return D Common Stock 18,082 46.72 844.8K 2,699,612 D
2026-03-12 Mensah Bernard A Officer S-Sale D Common Stock 94,000 46.94 4.41M 170,184 D
2026-03-05 Scrivener Thomas M Officer S-Sale D Common Stock 50,000 49.82 2.49M 227,973 D
2026-03-05 Bronstein Sheri B. Officer S-Sale D Common Stock 60,000 49.91 2.99M 335,690 D
2026-03-04 DeMare James P Officer S-Sale D Common Stock 83,832 50.00 4.19M 307,240 I
2026-03-03 Athanasia Dean C Officer S-Sale D Common Stock 136,558 50.21 6.86M 558,541 D
2026-03-01 Thompson Bruce R. Officer M-Exempt A Common Stock 87,428 0.00 946,579 D
2026-03-01 Scrivener Thomas M Officer M-Exempt A Common Stock 37,469 0.00 294,466 D
2026-03-01 Nguyen Thong M Officer F-InKind D Common Stock 55,165 49.83 2.75M 363,827 I
2026-03-01 Mogensen Lauren A Officer M-Exempt A Common Stock 47,877 0.00 599,124 D
2026-03-01 Mensah Bernard A Officer M-Exempt D Vested Phantom Stock Units 1,432 0.00 0 D
2026-03-01 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 395,504 0.00 2,892,940 D
2026-03-01 Greener Geoffrey S Officer F-InKind D Common Stock 54,911 49.83 2.74M 1,500,153 I
2026-03-01 DeMare James P Officer M-Exempt A Common Stock 149,876 0.00 473,954 I
2026-03-01 Bronstein Sheri B. Officer M-Exempt A Common Stock 39,551 0.00 415,921 D
2026-03-01 Borthwick Alastair M Officer M-Exempt A Common Stock 79,101 0.00 406,944 D
2026-03-01 Athanasia Dean C Officer M-Exempt A Common Stock 107,411 0.00 747,236 D
2026-02-27 Borthwick Alastair M Officer G-Gift D Common Stock 32,000 0.00 395,843 D
2026-02-15 Thompson Bruce R. Officer M-Exempt A Common Stock 21,857 0.00 856,041 D
2026-02-15 Scrivener Thomas M Officer F-InKind D Common Stock 4,124 52.55 216.7K 249,549 D
2026-02-15 Okpara Johnbull Officer M-Exempt D 2025 Restricted Stock Units 29,908 0.00 89,725 D
2026-02-15 Nguyen Thong M Officer M-Exempt A Common Stock 75,000 0.00 333,271 I
2026-02-15 Mogensen Lauren A Officer F-InKind D Common Stock 3,799 52.55 199.6K 546,868 D
2026-02-15 Mensah Bernard A Officer M-Exempt D Vested Restricted Stock Units 10,000 0.00 10,000 D
2026-02-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 35,783 0.00 2,514,925 D
2026-02-15 Greener Geoffrey S Officer M-Exempt A Common Stock 13,552 0.00 1,454,572 I
2026-02-15 Gopalkrishnan Hari Officer M-Exempt D 2023 Restricted Stock Units 23,938 0.00 23,939 D
2026-02-15 DeMare James P Officer M-Exempt A Common Stock 26,324 0.00 328,192 I
2026-02-15 Bronstein Sheri B. Officer M-Exempt A Common Stock 6,308 0.00 379,609 D
2026-02-15 Borthwick Alastair M Officer M-Exempt D Restricted Stock Units 25,000 0.00 0 D
2026-02-15 Athanasia Dean C Officer F-InKind D Common Stock 36,353 52.55 1.91M 608,593 D
2026-02-13 Thompson Bruce R. Officer A-Award A 2026 Restricted Stock Units 54,477 0.00 54,477 D
2026-02-13 Scrivener Thomas M Officer A-Award A 2026 Restricted Stock Units 28,841 0.00 28,841 D
2026-02-13 Okpara Johnbull Officer A-Award A 2026 Restricted Stock Units 69,219 0.00 69,219 D
2026-02-13 Nguyen Thong M Officer A-Award A 2026 Restricted Stock Units 32,045 0.00 32,045 D
2026-02-13 Mogensen Lauren A Officer A-Award A 2026 Restricted Stock Units 38,454 0.00 38,454 D
2026-02-13 Mensah Bernard A Officer A-Award A 2026 Restricted Stock Units 49,213 0.00 49,213 D
2026-02-13 MOYNIHAN BRIAN T Director / Officer A-Award A 2026 Performance Restricted Stock Units 361,656 0.00 361,656 D
2026-02-13 Greener Geoffrey S Officer A-Award A 2026 Performance Restricted Stock Units 105,750 0.00 105,750 D
2026-02-13 Gopalkrishnan Hari Officer A-Award A 2026 Performance Restricted Stock Units 49,938 0.00 49,938 D
2026-02-13 DeMare James P Officer A-Award A 2026 Performance Restricted Stock Units 192,273 0.00 192,273 D
2026-02-13 Bronstein Sheri B. Officer A-Award A 2026 Restricted Stock Units 28,841 0.00 28,841 D
2026-02-13 Borthwick Alastair M Officer A-Award A 2026 Restricted Stock Units 60,886 0.00 60,886 D
2026-02-13 Athanasia Dean C Officer A-Award A 2026 Performance Restricted Stock Units 160,228 0.00 160,228 D
2026-02-04 MOYNIHAN BRIAN T Director / Officer G-Gift D Common Stock 100,000 0.00 2,421,313 D
2026-02-04 LOZANO MONICA C Director W-Will A Common Stock 387 0.00 3,387 I
2026-01-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,891 0.00 2,539,204 D
2025-12-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,892 0.00 2,539,205 D
2025-12-11 MOYNIHAN BRIAN T Director / Officer G-Gift D Common Stock 100,000 0.00 2,551,313 D
2025-12-09 Greener Geoffrey S Officer G-Gift D Common Stock 8,800 0.00 1,373,904 I
2025-12-03 Scrivener Thomas M Officer G-Gift D Common Stock 3,000 0.00 207,531 D
2025-11-30 Okpara Johnbull Officer M-Exempt A Common Stock 26,784 0.00 26,784 D
2025-11-15 Schimpf Eric A. Officer M-Exempt A Common Stock 1,234 0.00 62,374 D
2025-11-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,891 0.00 2,669,204 D
2025-11-15 Hans Lindsay D. Officer M-Exempt A Common Stock 975 0.00 40,092 D
2025-11-15 Gopalkrishnan Hari Officer M-Exempt A Common Stock 2,703 0.00 4,055 D
2025-11-13 Athanasia Dean C Officer G-Gift D Common Stock 475 0.00 559,619 D
2025-10-22 Bronstein Sheri B. Officer G-Gift D Common Stock 6,000 0.00 324,622 D
2025-10-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,892 0.00 2,669,205 D
2025-09-15 MOYNIHAN BRIAN T Director / Officer M-Exempt D 2025 Cash Settled Restricted Stock Units 17,891 0.00 89,458 D
2025-09-10 Gopalkrishnan Hari Officer A-Award A 2025 Performance Restricted Stock Units 75,000 0.00 75,000 D
2025-08-15 Schimpf Eric A. Officer M-Exempt A Common Stock 1,235 0.00 61,661 D
2025-08-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,892 0.00 2,669,205 D
2025-08-15 Hans Lindsay D. Officer M-Exempt D Restricted Stock Units 974 0.00 1,950 D
2025-08-15 Gopalkrishnan Hari Officer F-InKind D Common Stock 1,351 46.94 63.4K 1,352 D
2025-08-13 Gopalkrishnan Hari Officer 2023 Restricted Stock Units 47,877 0.00 0 D
2025-08-08 Thompson Bruce R. Officer G-Gift D Common Stock 15,000 0.00 749,780 D
2025-08-01 DeMare James P Officer S-Sale D Common Stock 148,391 45.57 6.76M 223,407 I
2025-07-23 Nguyen Thong M Officer G-Gift A Common Stock 248,016 0.00 248,016 I
2025-07-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,891 0.00 2,669,204 D
2025-06-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,892 0.00 2,669,205 D
2025-06-13 MOYNIHAN BRIAN T Director / Officer G-Gift D Common Stock 40,000 0.00 2,651,313 D
2025-06-05 Knox Kathleen A. Officer G-Gift D Common Stock 5,685 0.00 300,006 D
2025-05-23 Nguyen Thong M Officer G-Gift A Common Stock 215,000 0.00 215,000 I
2025-05-15 Schimpf Eric A. Officer M-Exempt A Common Stock 1,234 0.00 60,947 D
2025-05-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,891 0.00 2,709,204 D
2025-05-15 Hans Lindsay D. Officer M-Exempt A Common Stock 975 0.00 39,076 D
2025-04-22 de Weck Pierre J.P. Director A-Award A Common Stock 7,306 0.00 102,475 D
2025-04-22 Zuber Maria T Director A-Award A Common Stock 7,306 0.00 67,740 D
2025-04-22 Woods Thomas D Director F-InKind D Common Stock 3,369 38.32 129.1K 72,394 D
2025-04-22 WHITE MICHAEL D Director A-Award A Phantom Stock 7,307 0.00 96,455 D
2025-04-22 Ramos Denise L Director A-Award A Phantom Stock 7,307 0.00 77,600 D
2025-04-22 ROSE CLAYTON STUART Director A-Award A Phantom Stock 7,307 0.00 67,454 D
2025-04-22 NOWELL LIONEL L III Director A-Award A Phantom Stock 11,874 0.00 188,724 D
2025-04-22 Martinez Maria Director A-Award A Common Stock 7,306 0.00 8,619 D
2025-04-22 LOZANO MONICA C Director A-Award A Phantom Stock 7,307 0.00 235,794 D
2025-04-22 HUDSON LINDA P Director A-Award A Phantom Stock 7,307 0.00 126,474 D
2025-04-22 DONALD ARNOLD W Director A-Award A Common Stock 7,306 0.00 125,839 D
2025-04-22 Allen Sharon L. Director A-Award A Phantom Stock 7,307 0.00 39,129 D
2025-04-22 ALMEIDA JOSE E Director A-Award A Common 7,306 0.00 28,241 D
2025-04-15 MOYNIHAN BRIAN T Director / Officer D-Return D Common Stock 17,892 37.99 679.7K 2,691,313 D
2025-03-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 17,891 0.00 2,709,204 D
2025-03-01 Okpara Johnbull Officer 2025 Restricted Stock Units 119,633 0.00 0 D
2025-03-01 Nguyen Thong M Officer M-Exempt A Common Stock 81,082 0.00 507,728 D
2025-03-01 Mensah Bernard A Officer M-Exempt A Common Stock 1,432 0.00 171,021 D
2025-03-01 MOYNIHAN BRIAN T Director / Officer M-Exempt D 2022 Performance Restricted Stock Units 317,048 0.00 0 D
2025-03-01 Knox Kathleen A. Officer M-Exempt D 2022 Performance Restricted Stock Units 45,219 0.00 0 D
2025-03-01 Greener Geoffrey S Officer M-Exempt D 2022 Performance Restricted Stock Units 87,319 0.00 0 D
2025-03-01 Bronstein Sheri B. Officer M-Exempt A Common Stock 31,809 0.00 346,861 D
2025-03-01 Borthwick Alastair M Officer M-Exempt D 2022 Performance Restricted Stock Units 64,450 0.00 0 D
2025-03-01 Athanasia Dean C Officer M-Exempt A Common Stock 87,319 0.00 615,659 D
2025-02-28 Borthwick Alastair M Officer G-Gift D Common Stock 30,000 0.00 359,291 D
2025-02-15 Thompson Bruce R. Officer M-Exempt A Common Stock 20,266 0.00 709,422 D
2025-02-15 Scrivener Thomas M Officer M-Exempt D 2021 Restricted Stock Units 11,311 0.00 0 D
2025-02-15 Schimpf Eric A. Officer M-Exempt A Common Stock 7,130 0.00 56,579 D
2025-02-15 Nguyen Thong M Officer D-Return D Common Stock 11,845 46.96 556.2K 426,646 D
2025-02-15 Mogensen Lauren A Officer M-Exempt A Common Stock 50,000 0.00 515,821 D
2025-02-15 Mensah Bernard A Officer M-Exempt D 2020 Restricted Stock Units 24,966 0.00 49,932 D
2025-02-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 31,705 0.00 2,503,115 D
2025-02-15 Koder Matthew M Officer M-Exempt A Common Stock 22,433 0.00 693,310 D
2025-02-15 Knox Kathleen A. Officer M-Exempt D 2022 Restricted Stock Units 11,305 0.00 11,305 D
2025-02-15 Hans Lindsay D. Officer F-InKind D Common Stock 10,199 46.96 478.9K 28,237 D
2025-02-15 Greener Geoffrey S Officer M-Exempt A Common Stock 75,000 0.00 1,358,118 I
2025-02-15 DeMare James P Officer F-InKind D Common Stock 13,825 46.96 649.2K 291,554 I
2025-02-15 Bronstein Sheri B. Officer F-InKind D Common Stock 3,528 46.96 165.7K 315,052 D
2025-02-15 Borthwick Alastair M Officer M-Exempt A Common Stock 14,478 0.00 397,298 D
2025-02-15 Boland Darrin Steve Officer M-Exempt A Common Stock 9,213 0.00 174,243 I
2025-02-15 Bless Rudolf A. Officer M-Exempt A Common Stock 21,076 0.00 337,888 I
2025-02-15 Bhasin Aditya Officer M-Exempt D Restricted Stock Units 25,000 0.00 0 D
2025-02-15 Athanasia Dean C Officer M-Exempt D Restricted Stock Units 75,000 0.00 75,000 D
2025-02-14 Thompson Bruce R. Officer A-Award A 2025 Performance Restricted Stock Units 97,202 0.00 97,202 D
2025-02-14 Scrivener Thomas M Officer A-Award A 2025 Performance Restricted Stock Units 48,601 0.00 48,601 D
2025-02-14 Schimpf Eric A. Officer A-Award A 2025 Performance Restricted Stock Units 44,863 0.00 44,863 D
2025-02-14 Nguyen Thong M Officer A-Award A 2025 Restricted Stock Units 33,647 0.00 33,647 D
2025-02-14 Mogensen Lauren A Officer A-Award A 2025 Performance Restricted Stock Units 67,294 0.00 67,294 D
2025-02-14 Mensah Bernard A Officer A-Award A 2025 Performance Restricted Stock Units 105,779 0.00 105,779 D
2025-02-14 MOYNIHAN BRIAN T Director / Officer A-Award A 2025 Restricted Stock Units 143,132 0.00 143,132 D
2025-02-14 Koder Matthew M Officer A-Award A 2025 Performance Restricted Stock Units 142,064 0.00 142,064 D
2025-02-14 Knox Kathleen A. Officer A-Award A 2025 Restricted Stock Units 33,647 0.00 33,647 D
2025-02-14 Hans Lindsay D. Officer A-Award A 2025 Performance Restricted Stock Units 44,863 0.00 44,863 D
2025-02-14 Greener Geoffrey S Officer A-Award A 2025 Restricted Stock Units 54,209 0.00 54,209 D
2025-02-14 DeMare James P Officer A-Award A 2025 Performance Restricted Stock Units 186,926 0.00 186,926 D
2025-02-14 Bronstein Sheri B. Officer A-Award A 2025 Performance Restricted Stock Units 50,470 0.00 50,470 D
2025-02-14 Borthwick Alastair M Officer A-Award A 2025 Performance Restricted Stock Units 108,418 0.00 108,418 D
2025-02-14 Boland Darrin Steve Officer A-Award A 2025 Restricted Stock Units 33,647 0.00 33,647 D
2025-02-14 Bless Rudolf A. Officer A-Award A 2025 Restricted Stock Units 88,230 0.00 88,230 D
2025-02-14 Bhasin Aditya Officer A-Award A 2025 Restricted Stock Units 31,778 0.00 31,778 D
2025-02-14 Athanasia Dean C Officer A-Award A 2025 Performance Restricted Stock Units 127,110 0.00 127,110 D
2025-01-29 Martinez Maria Director Common Stock 0 0.00 465 I
2025-01-27 Greener Geoffrey S Officer G-Gift D Common Stock 755 0.00 1,260,460 I
2025-01-24 Nguyen Thong M Officer G-Gift D Common Stock 215,000 0.00 347,437 D
2025-01-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 20,683 0.00 2,473,610 D
2024-12-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 20,683 0.00 2,473,610 D
2024-11-15 Schimpf Eric A. Officer M-Exempt D Restricted Stock Units 1,234 0.00 6,173 D
2024-11-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 20,683 0.00 2,473,610 D
2024-11-15 Hans Lindsay D. Officer F-InKind D Common Stock 498 46.75 23.3K 11,896 D
2024-11-15 Bless Rudolf A. Officer M-Exempt D Restricted Stock Units 2,674 0.00 13,371 D
2024-11-01 Scrivener Thomas M Officer G-Gift D Common Stock 5,000 0.00 144,286 D
2024-10-30 Thompson Bruce R. Officer G-Gift D Common Stock 225,000 0.00 630,716 D
2024-10-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 20,683 0.00 2,473,610 D
2024-10-15 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 8,370,178 42.52 355.92M 766,629,822 I
2024-10-10 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 1,614,511 39.92 64.45M 775,000,000 I
2024-10-09 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 4,002,225 40.14 160.66M 776,614,511 I
2024-10-08 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 3,933,197 39.99 157.29M 780,616,736 I
2024-10-07 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 4,076,169 40.05 163.27M 784,549,933 I
2024-10-04 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 5,192,207 40.04 207.89M 788,626,102 I
2024-10-03 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 302,604 39.25 11.88M 793,818,309 I
2024-10-02 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 1,722,523 39.40 67.87M 794,120,913 I
2024-10-01 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 1,839,871 39.40 72.49M 795,843,436 I
2024-09-30 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 4,985,553 39.61 197.50M 797,683,307 I
2024-09-27 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 3,915,126 39.52 154.74M 802,668,860 I
2024-09-26 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 5,457,825 39.46 215.39M 806,583,986 I
2024-09-25 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 2,305,415 39.27 90.54M 812,041,811 I
2024-09-24 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 6,371,845 39.49 251.65M 814,347,226 I
2024-09-23 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 4,941,403 39.94 197.38M 820,719,071 I
2024-09-20 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 10,247,961 40.36 413.64M 825,660,474 I
2024-09-19 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 11,422,560 40.78 465.80M 835,908,435
2024-09-18 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 6,883,333 39.71 273.31M 847,330,995
2024-09-17 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 3,966,178 39.58 156.97M 854,214,328
2024-09-15 MOYNIHAN BRIAN T Director / Officer M-Exempt A Common Stock 20,683 0.00 2,473,610
2024-09-10 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 2,994,625 39.30 117.68M 858,180,506
2024-09-09 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 1,721,366 39.57 68.12M 861,175,131
2024-09-06 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 1,081,102 39.67 42.89M 862,896,497
2024-09-05 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 5,031,014 40.28 202.67M 863,977,599
2024-09-04 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 5,683,651 40.61 230.81M 869,008,613
2024-09-03 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 8,031,639 40.66 326.56M 874,692,264
2024-09-01 Mensah Bernard A Officer M-Exempt A Common Stock 1,800 0.00 97,882
2024-08-30 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 7,938,699 40.61 322.40M 882,723,903
2024-08-29 Nguyen Thong M Officer G-Gift D Common Stock 22,000 0.00 562,437
2024-08-29 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 6,056,699 40.10 242.88M 890,662,602
2024-08-28 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 7,081,075 39.95 282.88M 896,719,301
2024-08-27 Mensah Bernard A Officer S-Sale D Common Stock 92,000 39.81 3.66M 96,082
2024-08-27 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 6,931,283 39.75 275.52M 903,800,376
2024-08-26 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 10,975,008 39.87 437.56M 910,731,659
2024-08-23 BERKSHIRE HATHAWAY INC 10% Owner S-Sale D Common Stock 6,754,272 39.79 268.78M 921,706,667

Executive team

Top executives
EBIT / Employee
177.0K
Shares Outstanding
7.10B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 FWP
2026-05-29 FWP
2026-05-29 FWP
2026-05-29 FWP
2026-05-29 424B2
2026-05-29 424B2
2026-05-29 424B2
2026-05-29 424B2
2026-05-29 424B2
2026-05-29 424B2

Executive team

NameTitleCompensationGender
James DeMare Co-President 9M male
Dean C. Athanasia Co-President 9M male
Matthew Koder President of Global Corporate & Investment Banking 7M male
Alastair Borthwick Executive Vice President & Chief Financial Officer 7M male
Brian Thomas Moynihan Chairman & Chief Executive Officer 2M male
Hari Gopalkrishnan Chief Technology & Information Officer male
E. Lee McEntire Head of Investor Relations & Local Markets Organization male
Johnbull E. Okpara Chief Accounting Officer male
Lauren A. Mogensen Global General Counsel female
Thomas Scrivener Chief Operations Executive male
ESG Rating
B+
BANKS - DIVERSIFIED
Rank: 20 out of 48
2003
E (Environmental)
73.0 / 55.7
Company / Sector avg.
S (Social)
53.4 / 63.1
Company / Sector avg.
G (Governance)
59.7 / 56.9
Company / Sector avg.
ESG Total
62.0 / 58.6
Company / Sector avg.
ESG Score History BANKS - DIVERSIFIED
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2025-07-21 2025-08-18 Angus King ME Spouse Purchase $1,001 - $15,000
2025-04-15 2025-05-14 John Boozman AR Joint Sale (Partial) $1,001 - $15,000
2025-04-15 2025-05-14 John Boozman AR Joint Sale $1,001 - $15,000
2025-02-05 2025-03-06 John Boozman AR Joint Sale (Partial) $1,001 - $15,000
2023-12-14 2024-01-17 Jerry Moran KS Spouse Sale (Full) $1,001 - $15,000
2021-12-21 2022-01-21 Jerry Moran KS Spouse Sale (Partial) $1,001 - $15,000
2020-08-21 2020-09-08 Jerry Moran KS Self Purchase $1,001 - $15,000
2020-04-14 2020-05-08 David Perdue Joint Sale (Partial) $15,001 - $50,000
2020-04-14 2020-05-08 David Perdue Joint Sale (Full) $50,001 - $100,000
2020-04-07 2020-05-01 Kelly Loeffler GA Joint Sale (Full) $100,001 - $250,000
2020-03-23 2020-04-05 David Perdue Joint Purchase $1,001 - $15,000
2020-03-18 2020-04-05 David Perdue Joint Purchase $1,001 - $15,000
2020-03-06 2020-04-05 David Perdue Joint Sale (Partial) $1,001 - $15,000
2020-03-04 2020-04-05 David Perdue Joint Sale (Partial) $1,001 - $15,000
2020-03-02 2020-04-05 David Perdue Joint Sale (Partial) $15,001 - $50,000
2020-01-30 2020-02-03 David Perdue Joint Sale (Partial) $15,001 - $50,000
2020-01-30 2020-02-03 David Perdue Joint Sale (Partial) $1,001 - $15,000
2020-01-24 2020-02-03 David Perdue Joint Sale (Partial) $1,001 - $15,000
2019-09-25 2019-10-21 Jerry Moran KS Self Sale (Partial) $1,001 - $15,000
2018-12-19 2019-05-15 Jerry Moran KS Self Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-18 2026-01-16 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-11-13 2025-12-12 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-10-31 2025-11-24 Lisa McClain MI09 Spouse Sale $1,001 - $15,000
2025-10-30 2025-11-24 Lisa McClain MI09 Spouse Sale $1,001 - $15,000
2025-10-30 2025-11-24 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-10-27 2025-11-14 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-09-17 2025-10-03 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-09-10 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-09-05 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-09-02 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-08-22 2025-09-12 Ro Khanna CA17 Sale $1,001 - $15,000
2025-08-14 2025-09-12 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-07-21 2025-08-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-07-11 2025-08-20 Ritchie Torres NY15 Sale (Full) $1,001 - $15,000
2025-06-27 2025-07-10 Ro Khanna CA17 Sale $1,001 - $15,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-06-06 2025-09-12 Valerie Hoyle OR04 Spouse Purchase $1,001 - $15,000
2025-06-04 2025-07-10 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-06-02 2025-07-10 Ro Khanna CA17 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits