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; 3,620 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 | 3,620 | $304.8B |
| Q1 2026 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Lederer & Associates Investment Counsel | 20,383 | $840.0K | 0.56% | 00.0% | Unchanged |
| Navellier & Associates Inc | 20,400 | $841.0K | 0.13% | +400+2.0% | Added |
| Jump Financial, LLC | 20,415 | $842.0K | 0.08% | +3,167+18.4% | Added |
| Ellevest, Inc. | 20,455 | $843.0K | 0.08% | −947−4.4% | Reduced |
| 180 Wealth Advisors, LLC | 20,515 | $850.0K | 0.19% | −337−1.6% | Reduced |
| StoneX Group Inc. | 20,664 | $852.0K | 0.13% | −598−2.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,789 | $857.0K | 0.29% | −43−0.2% | Reduced |
| Allegheny Financial Group LTD | 20,802 | $858.0K | 0.39% | +311+1.5% | Added |
| Relative Value Partners Group, LLC | 20,827 | $859.0K | 0.07% | 00.0% | Unchanged |
| Foster & Motley Inc | 20,867 | $860.0K | 0.07% | +730+3.6% | Added |
| Forte Capital LLC | 20,955 | $864.0K | 0.12% | +885+4.4% | Added |
| Essex Savings Bank | 20,377 | $864.0K | 0.33% | +687+3.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 20,981 | $865.0K | 0.14% | −712−3.3% | Reduced |
| Lindbrook Capital, LLC | 21,009 | $866.0K | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,039 | $867.0K | 0.08% | −165−0.8% | Reduced |
| Tarbox Family Office, Inc. | 21,134 | $871.0K | 0.16% | +1,939+10.1% | Added |
| Trust Co of Virginia | 21,424 | $876.0K | 0.10% | −486−2.2% | Reduced |
| Childress Capital Advisors, LLC | 21,284 | $877.0K | 0.40% | −3,987−15.8% | Reduced |
| AIMZ Investment Advisors, LLC | 21,264 | $877.0K | 0.39% | 00.0% | Unchanged |
| First Mercantile Trust Co | 21,340 | $880.0K | 0.10% | −2,710−11.3% | Reduced |
| Ballast, Inc. | 21,360 | $880.0K | 0.37% | +3,516+19.7% | Added |
| ACG Wealth | 21,439 | $884.0K | 0.11% | −583−2.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,440 | $884.0K | 0.33% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 21,528 | $888.0K | 0.17% | −450−2.0% | Reduced |
| Addison Capital Co | 21,570 | $889.0K | 0.43% | −398−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 21,590 | $890.0K | 0.02% | −5,670−20.8% | Reduced |
| Bank of Hawaii | 21,597 | $890.0K | 0.05% | −144−0.7% | Reduced |
| Citizens National Bank Trust Department | 21,595 | $891.0K | 0.25% | +3,800+21.4% | Added |
| Wealth Advisors, Inc. | 23,460 | $895.0K | 0.33% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 21,697 | $895.0K | 0.48% | −750−3.3% | Reduced |
| Mirabella Financial Services LLP | 21,765 | $897.0K | 0.17% | −66,109−75.2% | Reduced |
| Covenant Asset Management, LLC | 21,775 | $898.0K | 0.27% | −100−0.5% | Reduced |
| CKW Financial Group | 21,641 | $899.0K | 0.14% | −300−1.4% | Reduced |
| McIlrath & Eck, LLC | 21,823 | $900.0K | 0.27% | +44+0.2% | Added |
| Avestar Capital, LLC | 21,835 | $900.0K | 0.17% | +13,774+170.9% | Added |
| Paloma Partners Management Co | 21,866 | $901.0K | 0.02% | −48,909−69.1% | Reduced |
| West Family Investments, Inc. | 21,864 | $901.0K | 0.25% | +21,864 | New |
| YHB Investment Advisors, Inc. | 21,922 | $904.0K | 0.08% | −11,453−34.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 21,934 | $904.0K | 0.11% | −5,447−19.9% | Reduced |
| Family Legacy, Inc. | 23,889 | $907.0K | 0.40% | +1,322+5.9% | Added |
| Freedman Financial Associates, Inc. | 22,148 | $913.0K | 0.69% | −2,450−10.0% | Reduced |
| Wendell David Associates Inc | 22,318 | $920.0K | 0.10% | −30−0.1% | Reduced |
| Cypress Asset Management Inc | 22,318 | $920.0K | 0.24% | +930+4.3% | Added |
| David Loasby | 22,327 | $921.0K | 0.12% | −500−2.2% | Reduced |
| Accredited Investors Inc. | 22,343 | $921.0K | 0.09% | +50+0.2% | Added |
| Garrison Point Advisors, LLC | 22,355 | $922.0K | 0.66% | −804−3.5% | Reduced |
| Royal Fund Management, LLC | 22,604 | $931.0K | 0.15% | −3,532−13.5% | Reduced |
| Old Port Advisors | 23,973 | $932.0K | 0.34% | −1,854−7.2% | Reduced |
| Financial Advisory Service, Inc. | 22,696 | $936.0K | 0.09% | −228−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 22,788 | $940.0K | 0.23% | −5,227−18.7% | Reduced |
| Parsec Financial Management, Inc. | 22,863 | $943.0K | 0.04% | +945+4.3% | Added |
| Navalign, LLC | 22,970 | $947.0K | 0.40% | +551+2.5% | Added |
| Good Life Advisors, LLC | 23,032 | $950.0K | 0.18% | −660−2.8% | Reduced |
| Manchester Financial Inc | 23,045 | $950.0K | 0.38% | 00.0% | Unchanged |
| Highland Private Wealth Management | 23,092 | $952.0K | 0.14% | +688+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 23,148 | $954.0K | 0.26% | +1,193+5.4% | Added |
| Capital Wealth Planning, LLC | 23,208 | $956.0K | 0.03% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 23,179 | $956.0K | 0.06% | +23,179 | New |
| Advisory Alpha, LLC | 23,295 | $960.0K | 0.08% | +4,209+22.1% | Added |
| Norris Financial Group, LLC | 23,344 | $962.5K | 0.65% | +184+0.8% | Added |
| PFG Advisors | 23,348 | $963.0K | 0.11% | +1,754+8.1% | Added |
| MCF Advisors LLC | 23,371 | $964.0K | 0.10% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 23,398 | $965.0K | 0.46% | +56+0.2% | Added |
| Jackson Square Capital, LLC | 23,447 | $967.0K | 0.31% | +11,049+89.1% | Added |
| Ssi Investment Management LLC | 23,489 | $968.0K | 0.06% | −66−0.3% | Reduced |
| First National Bank Sioux Falls | 23,482 | $968.0K | 1.47% | +2,615+12.5% | Added |
| Windsor Group LTD | 23,599 | $973.0K | 0.21% | +107+0.5% | Added |
| SlateStone Wealth, LLC | 23,700 | $977.0K | 0.22% | −384−1.6% | Reduced |
| Financial Partners Capital Management LLC | 23,766 | $979.9K | 0.18% | −1,000−4.0% | Reduced |
| Dorchester Wealth Management Co | 23,788 | $981.0K | 0.22% | −628−2.6% | Reduced |
| S&T Bank | 23,950 | $987.0K | 0.15% | −400−1.6% | Reduced |
| Knowledge Leaders Capital, LLC | 23,940 | $987.0K | 0.66% | +23,940 | New |
| Minot Wealth Management LLC | 24,796 | $988.0K | 0.22% | +10,891+78.3% | Added |
| ARS Wealth Advisors, LLC | 24,027 | $991.0K | 0.18% | +13+0.1% | Added |
| Engine No. 1 LLC | 24,102 | $994.0K | 0.27% | +24,102 | New |
| Gamble Jones Investment Counsel | 24,238 | $999.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 24,284 | $1.00M | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 24,428 | $1.01M | 0.21% | +3,228+15.2% | Added |
| Green Harvest Asset Management LLC | 24,534 | $1.01M | 0.19% | +377+1.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 24,586 | $1.01M | 0.57% | −2,574−9.5% | Reduced |
| RB Capital Management, LLC | 24,643 | $1.02M | 0.39% | −224−0.9% | Reduced |
| LexAurum Advisors, LLC | 24,734 | $1.02M | 0.30% | −2,245−8.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 24,801 | $1.02M | 0.04% | −4,659−15.8% | Reduced |
| Aspire Private Capital, LLC | 24,838 | $1.02M | 0.33% | +4,821+24.1% | Added |
| Boston Common Asset Management, LLC | 24,903 | $1.03M | 0.04% | +1,530+6.5% | Added |
| Fort Sheridan Advisors LLC | 24,929 | $1.03M | 0.34% | +19,700+376.7% | Added |
| Proffitt & Goodson Inc | 24,955 | $1.03M | 0.19% | −6,028−19.5% | Reduced |
| Bridgewater Advisors Inc. | 24,956 | $1.03M | 0.33% | +17,457+232.8% | Added |
| Granite Point Capital Management, L.P. | 25,000 | $1.03M | 0.31% | −15,000−37.5% | Reduced |
| Cape Ann Savings Bank | 25,009 | $1.03M | 0.65% | +499+2.0% | Added |
| FourThought Financial, LLC | 25,047 | $1.03M | 0.14% | −52−0.2% | Reduced |
| Independent Investors Inc | 25,140 | $1.04M | 0.25% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 25,283 | $1.04M | 0.23% | +725+3.0% | Added |
| Perpetual Investment Management Ltd | 25,300 | $1.04M | 0.15% | −7,800−23.6% | Reduced |
| Level Four Advisory Services, LLC | 25,360 | $1.05M | 0.07% | −15,415−37.8% | Reduced |
| Arkadios Wealth Advisors | 25,390 | $1.05M | 0.13% | +2,251+9.7% | Added |
| Sippican Capital Advisors | 25,395 | $1.05M | 0.91% | −350−1.4% | Reduced |
| Pictet Bank & Trust Ltd | 25,409 | $1.05M | 0.59% | −12,100−32.3% | Reduced |
| Lathrop Investment Management Corp | 25,415 | $1.05M | 0.22% | −769−2.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 25,459 | $1.05M | 0.26% | −117−0.5% | Reduced |