Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,619 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q2 2021
Institutional positions in Bank of America Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,495
- +43 vs. Q1 2021
- Shares held
- 6.06B
- −49.6M (−0.8%) vs. Q1 2021
- Total value
- $249.6B
- +$13.5B (+5.7%) vs. Q1 2021
- New holders
- 160
- 1,031 more added
- Sold out
- 117
- 1,012 more reduced
27 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,619 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 24 | $1.00K | 0.02% | −9−27.3% | Reduced |
| John W. Brooker & Co., CPAs | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $2.00K | 0.00% | – | – |
| Ogorek Anthony Joseph | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 50 | $2.00K | 0.00% | +50 | New |
| Spectrum Management Group, LLC | 39 | $2.00K | 0.00% | +39 | New |
| HWG Holdings LP | 83 | $3.00K | 0.00% | +83 | New |
| Cloverfields Capital Group, LP | 65 | $3.00K | 0.00% | +65 | New |
| Pittenger & Anderson Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 186,080 | $4.51K | 0.17% | +181,780+4,227.4% | Added |
| Cedar Mountain Advisors, LLC | 137 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 163 | $7.00K | 0.00% | −50−23.5% | Reduced |
| Stephenson National Bank & Trust | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 173 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 187 | $8.00K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 225 | $9.00K | 0.00% | −219−49.3% | Reduced |
| DB Wealth Management Group, LLC | 230 | $9.00K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 208 | $9.00K | 0.00% | +1+0.5% | Added |
| PrairieView Partners, LLC | 277 | $11.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 310 | $13.0K | 0.01% | +310 | New |
| Activest Wealth Management | 353 | $15.0K | 0.01% | −510−59.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 397 | $16.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 387 | $16.0K | 0.01% | +87+29.0% | Added |
| Personal Wealth Partners | 400 | $16.0K | 0.01% | +400 | New |
| ClariVest Asset Management LLC | 416 | $17.0K | 0.00% | +42+11.2% | Added |
| Turim 21 Investimentos Ltda. | 415 | $17.0K | 0.01% | +415 | New |
| Halpern Financial, Inc. | 427 | $17.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 436 | $18.0K | 0.00% | −442−50.3% | Reduced |
| Mizuho Securities Co. Ltd. | 431 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 445 | $18.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 478 | $20.0K | 0.01% | +67+16.3% | Added |
| Tfo-TDC, LLC | 500 | $20.0K | 0.00% | +500 | New |
| Delos Wealth Advisors, LLC | 476 | $20.0K | 0.03% | +476 | New |
| IronBridge Private Wealth, LLC | 521 | $21.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 513 | $21.0K | 0.00% | +87+20.4% | Added |
| Institutional & Family Asset Management, LLC | 497 | $21.0K | 0.00% | +90+22.1% | Added |
| Clean Yield Group | 500 | $21.0K | 0.01% | +500 | New |
| Private Ocean, LLC | 526 | $22.0K | 0.00% | −711−57.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 554 | $23.0K | 0.00% | +554 | New |
| Flagship Private Wealth, LLC | 587 | $23.3K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 600 | $25.0K | 0.03% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 627 | $26.0K | 0.04% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 690 | $28.0K | 0.01% | −31,770−97.9% | Reduced |
| Truvestments Capital LLC | 669 | $28.0K | 0.02% | +39+6.2% | Added |
| Newton One Investments LLC | 712 | $29.0K | 0.02% | +712 | New |
| Horan Securities, Inc. | 732 | $30.0K | 0.02% | +62+9.3% | Added |
| Cowen Prime Services LLC | 760 | $31.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 747 | $31.0K | 0.01% | +123+19.7% | Added |
| Cowen Prime Advisors LLC | 760 | $31.0K | 0.01% | +760 | New |
| Arcadia Investment Advisors LLC | 755 | $31.1K | 0.02% | +55+7.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $33.0K | 0.02% | −21,484−96.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 819 | $34.0K | 0.01% | −199−19.5% | Reduced |
| Ironwood Financial, llc | 823 | $34.0K | 0.01% | +23+2.9% | Added |
| Front Row Advisors LLC | 867 | $35.0K | 0.01% | −341−28.2% | Reduced |
| Elmwood Wealth Management, Inc. | 860 | $35.0K | 0.02% | +500+138.9% | Added |
| McCarthy Grittinger Financial Group, LLC | 859 | $35.4K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $36.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 885 | $36.0K | 0.04% | +885 | New |
| Financial Insights, Inc. | 919 | $37.9K | 0.03% | +919 | New |
| Cordasco Financial Network | 916 | $38.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 956 | $39.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 938 | $39.0K | 0.03% | +1+0.1% | Added |
| Central Bank & Trust Co | 940 | $39.0K | 0.01% | +360+62.1% | Added |
| Altshuler Shaham Ltd | 966 | $40.0K | 0.00% | +966 | New |
| Shay Capital LLC | 1,000 | $41.0K | 0.01% | −29,575−96.7% | Reduced |
| Park Circle Co | 1,000 | $41.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,000 | $41.0K | 0.03% | +1,000 | New |
| Evolution Wealth Advisors, LLC | 1,008 | $42.0K | 0.01% | −2,692−72.8% | Reduced |
| Phoenix Wealth Advisors | 1,070 | $43.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 1,049 | $43.0K | 0.01% | +141+15.5% | Added |
| Kempen Capital Management N.V. | 1,047 | $43.0K | 0.00% | +299+40.0% | Added |
| Sage Financial Group Inc | 1,096 | $45.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 1,120 | $46.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,109 | $46.0K | 0.00% | +1,109 | New |
| Lloyd Advisory Services, LLC. | 1,153 | $48.0K | 0.02% | +17+1.5% | Added |
| Tortoise Investment Management, LLC | 1,233 | $51.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,333 | $55.0K | 0.05% | −900−40.3% | Reduced |
| Larson Financial Group LLC | 1,356 | $56.0K | 0.01% | +91+7.2% | Added |
| Raffa Wealth Management, LLC | 1,377 | $56.8K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,397 | $57.0K | 0.03% | +1+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,418 | $58.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,428 | $59.0K | 0.03% | +6+0.4% | Added |
| Roble, Belko & Company, Inc | 1,424 | $59.0K | 0.01% | +300+26.7% | Added |
| McCarthy Asset Management, Inc. | 1,419 | $59.0K | 0.04% | +627+79.2% | Added |
| Cypress Capital Management LLC (WY) | 1,450 | $60.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,456 | $60.0K | 0.03% | +161+12.4% | Added |
| Hanson & Doremus Investment Management | 2,524 | $61.0K | 0.02% | +863+52.0% | Added |
| Wealth Quarterback LLC | 1,475 | $61.0K | 0.04% | +1,475 | New |
| Winch Advisory Services, LLC | 1,516 | $63.0K | 0.02% | +5+0.3% | Added |
| Tower View Investment Management & Research LLC | 1,600 | $66.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,654 | $68.0K | 0.05% | 00.0% | Unchanged |
| Ade, LLC | 1,641 | $68.0K | 0.06% | +352+27.3% | Added |
| Center for Financial Planning, Inc. | 1,640 | $68.0K | 0.02% | +500+43.9% | Added |
| American National Bank | 1,660 | $68.0K | 0.01% | +1,660 | New |
| Credential Qtrade Securities Inc. | 1,687 | $69.6K | 0.01% | −67−3.8% | Reduced |