Harris (Oakmark) decreased BAC position by 7,091,720 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $BAC based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Harris (Oakmark) Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| KDP | KEURIG DR PEPPER INC | Increased | +23,133,072 | $2363.3B |
| WBD | WARNER BROS DISCOVERY INC | Decreased | 15,863,984 | $2224.2B |
| APA | APA CORPORATION | Decreased | 12,920,320 | $278.1B |
| CTVA | CORTEVA INC | Increased | +10,484,052 | $1099.4B |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Increased | +7,300,436 | $1064.2B |
| NKE | NIKE INC | Increased | +6,177,991 | $918.9B |
| DAL | DELTA AIR LINES INC DEL | Increased | +6,162,045 | $1312.7B |
| TRGP | TARGA RES CORP | Increased | +5,420,811 | $1745.1B |
| CMCSA | COMCAST CORP NEW | Increased | +5,400,310 | $803.4B |
| ICE | INTERCONTINENTAL EXCHANGE IN | Increased | +5,343,112 | $2470.2B |
Other Whales Moving BAC This Period
| Manager | Change Type | Share Change |
|---|---|---|
| ClearBridge | Increased | +16,268,621 |
| Dodge & Cox | Decreased | 13,337,999 |
| Millennium | Decreased | 8,638,487 |
| State Street | Increased | +7,461,335 |
| Viking Global | Decreased | 7,005,661 |
| Arrowstreet | Exited | 6,214,147 |
| Capital World | Decreased | 5,354,904 |
| Capital Research | Decreased | 5,265,587 |
| Citadel | Increased | +4,775,323 |
| Two Sigma | Decreased | 4,550,896 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: April 16, 2026 at 06:01 UTC