# Bank of America (BAC): value investors who own it

15 value investors held Bank of America in their Q3 2026 13F, led by Daily Journal Corp, Berkshire Hathaway, Smead Capital Management, Harris Associates…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Daily Journal Corp | 44.4% | $114m | Unchanged | 39 |
| Berkshire Hathaway | 9.2% | $28bn | Trimmed -5.9% | 36 |
| Smead Capital Management | 2.5% | $118m | Trimmed -17% | 41 |
| Harris Associates (Oakmark) | 1.7% | $1.3bn | Added +22% | 53 |
| Tweedy, Browne | 1.6% | $20.8m | Trimmed -0.1% | 24 |
| Chou Associates | 1.3% | $2.8m | Unchanged | 9 |
| Davis Selected Advisers | 0.2% | $56.6m | Trimmed -14% | 30 |
| Matrix Asset Advisors | 0.2% | $2.9m | Trimmed -0.9% | 15 |
| Kahn Brothers | 0.1% | $539k | Unchanged | 39 |
| First Eagle Investment Management | 0.1% | $37.2m | Unchanged | 19 |
| Dodge & Cox | 0.1% | $99.3m | Trimmed -4.3% | 53 |
| Brave Warrior Advisors | 0.0% | $828k | Unchanged | 51 |
| Horizon Kinetics | 0.0% | $897k | Trimmed -4.4% | 30 |
| Mairs & Power | 0.0% | $1.1m | Trimmed -14% | 53 |
| Himalaya Capital | 0.0% | $0k | Sold out | 25 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0% | $207k | New | 1 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Smead Value Fund | Smead Capital Management | 2.9% | $112m | 2026-05-29 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 1.5% | $16.6m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/bac). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.