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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 25,536 | $1.05M | 0.18% | −511−2.0% | Reduced |
| Evoke Wealth, LLC | 25,685 | $1.06M | 0.04% | −955−3.6% | Reduced |
| Golden State Wealth Management, LLC | 25,740 | $1.06M | 0.23% | +2,094+8.9% | Added |
| Cim Investment Mangement Inc | 25,747 | $1.06M | 0.33% | −13,312−34.1% | Reduced |
| Hobart Private Capital, LLC | 25,818 | $1.06M | 0.44% | −480−1.8% | Reduced |
| Mattern Wealth Management LLC | 28,094 | $1.06M | 0.34% | +1,893+7.2% | Added |
| Worth Venture Partners, LLC | 25,842 | $1.06M | 0.40% | +6,613+34.4% | Added |
| Lowe Brockenbrough & Co Inc | 25,863 | $1.07M | 0.10% | 00.0% | Unchanged |
| GFG Capital, LLC | 25,857 | $1.07M | 0.32% | +43+0.2% | Added |
| Capital Asset Advisory Services LLC | 25,891 | $1.07M | 0.12% | −1,874−6.7% | Reduced |
| Wellington Shields Capital Management, LLC | 25,970 | $1.07M | 0.13% | −2,000−7.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 25,964 | $1.07M | 0.25% | +66+0.3% | Added |
| Boyd Watterson Asset Management LLC | 26,008 | $1.07M | 0.43% | +139+0.5% | Added |
| TCI Wealth Advisors, Inc. | 25,991 | $1.07M | 0.19% | +2,407+10.2% | Added |
| Quadrant Private Wealth Management, LLC | 26,030 | $1.07M | 0.44% | −259−1.0% | Reduced |
| RMB Capital Management, LLC | 26,066 | $1.07M | 0.04% | +239+0.9% | Added |
| BerganKDV Wealth Management, LLC | 26,207 | $1.08M | 0.13% | −1,135−4.2% | Reduced |
| Gradient Capital Advisors, LLC | 26,227 | $1.08M | 0.51% | +41+0.2% | Added |
| Cornerstone Wealth Management, LLC | 26,239 | $1.08M | 0.11% | −6,195−19.1% | Reduced |
| First Command Bank | 26,230 | $1.08M | 0.12% | −2,950−10.1% | Reduced |
| First Command Financial Services, Inc. | 26,230 | $1.08M | 0.12% | −2,950−10.1% | Reduced |
| Cubic Asset Management, LLC | 26,263 | $1.08M | 0.27% | +690+2.7% | Added |
| Allen Capital Group, LLC | 26,327 | $1.08M | 0.22% | +902+3.5% | Added |
| Stony Point Wealth Management Inc. | 26,345 | $1.09M | 0.70% | −65−0.2% | Reduced |
| HNP Capital LLC | 26,478 | $1.09M | 0.29% | +300+1.1% | Added |
| Vectors Research Management, LLC | 26,478 | $1.09M | 0.28% | +600+2.3% | Added |
| Strategic Wealth Management Group, LLC | 26,587 | $1.10M | 0.40% | −27−0.1% | Reduced |
| Keystone Financial Group | 26,676 | $1.10M | 0.20% | −100.0% | Reduced |
| LBMC Investment Advisors, LLC | 26,725 | $1.10M | 0.10% | +52+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,786 | $1.10M | 0.28% | +26,786 | New |
| Patron Partners Advisors, LLC | 26,821 | $1.10M | 0.83% | −1,211−4.3% | Reduced |
| PBMares Wealth Management LLC | 26,855 | $1.11M | 0.60% | −1,500−5.3% | Reduced |
| Red Cedar Capital, LLC | 26,947 | $1.11M | 0.70% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 27,099 | $1.12M | 0.20% | +8,972+49.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 27,388 | $1.13M | 0.06% | −538−1.9% | Reduced |
| Founders Financial Securities LLC | 27,468 | $1.13M | 0.22% | +3,324+13.8% | Added |
| Weik Capital Management | 27,500 | $1.13M | 0.44% | −450−1.6% | Reduced |
| Gsa Capital Partners LLP | 27,493 | $1.13M | 0.13% | +27,493 | New |
| Aaron Wealth Advisors | 27,549 | $1.14M | 0.37% | −173−0.6% | Reduced |
| Vigilare Wealth Management | 27,539 | $1.14M | 0.69% | +3,716+15.6% | Added |
| Oakworth Capital, Inc. | 27,633 | $1.14M | 0.11% | −4,347−13.6% | Reduced |
| Rosenbaum Jay D. | 27,640 | $1.14M | 1.89% | −150−0.5% | Reduced |
| Vista Wealth Management Group, LLC | 27,665 | $1.14M | 0.26% | +1,682+6.5% | Added |
| Annandale Capital, LLC | 27,852 | $1.15M | 0.69% | +612+2.2% | Added |
| NBT Bank N A | 27,913 | $1.15M | 0.16% | −1,825−6.1% | Reduced |
| Roman Butler Fullerton & Co | 28,048 | $1.16M | 0.56% | +287+1.0% | Added |
| Monterey Private Wealth, Inc. | 28,147 | $1.16M | 0.67% | +746+2.7% | Added |
| Dakota Wealth Management | 28,178 | $1.16M | 0.14% | +28,178 | New |
| KG&L Capital Management,LLC | 28,231 | $1.16M | 0.53% | −79,027−73.7% | Reduced |
| Greenwich Wealth Management LLC | 28,264 | $1.17M | 0.10% | −468−1.6% | Reduced |
| TCW Group Inc | 28,356 | $1.17M | 0.01% | −12,750−31.0% | Reduced |
| Sargent Bickham Lagudis LLC | 28,343 | $1.17M | 0.10% | +1,311+4.8% | Added |
| Wealth Alliance | 28,366 | $1.17M | 0.28% | −259−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,478 | $1.17M | 0.21% | +3,985+16.3% | Added |
| Altavista Wealth Management, Inc. | 28,557 | $1.18M | 0.26% | −514−1.8% | Reduced |
| Summit Trail Advisors, LLC | 28,538 | $1.18M | 0.10% | +28,538 | New |
| Wrapmanager Inc | 28,580 | $1.18M | 0.30% | −6,039−17.4% | Reduced |
| Wealth Architects, LLC | 28,759 | $1.19M | 0.23% | −474−1.6% | Reduced |
| GoalVest Advisory LLC | 28,779 | $1.19M | 0.74% | +6,794+30.9% | Added |
| Biltmore Family Office, LLC | 28,814 | $1.19M | 0.34% | +30.0% | Added |
| Founders Capital Management, LLC | 28,850 | $1.19M | 0.29% | +635+2.3% | Added |
| OPSEU Pension Plan Trust Fund | 28,863 | $1.19M | 0.31% | +28,863 | New |
| Zions Bancorporation, N.A. | 28,894 | $1.19M | 0.12% | +1,909+7.1% | Added |
| First National Bank of Omaha | 30,852 | $1.19M | 0.06% | 00.0% | Unchanged |
| Mark Stevens | 28,971 | $1.20M | 0.13% | +2,716+10.3% | Added |
| Optimum Investment Advisors | 28,997 | $1.20M | 0.37% | −700−2.4% | Reduced |
| Private Capital Group, LLC | 29,003 | $1.20M | 0.27% | +1,120+4.0% | Added |
| Altfest L J & Co Inc | 29,254 | $1.21M | 0.26% | −502−1.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 29,253 | $1.21M | 0.01% | +767+2.7% | Added |
| American Research & Management Co. | 29,284 | $1.21M | 0.28% | 00.0% | Unchanged |
| Strategic Investment Advisors | 29,381 | $1.21M | 0.28% | +9,691+49.2% | Added |
| Avantax Planning Partners, Inc. | 29,480 | $1.22M | 0.06% | +5,520+23.0% | Added |
| 55I, LLC | 29,487 | $1.22M | 0.04% | +12,624+74.9% | Added |
| Heartland Bank & Trust Co | 29,526 | $1.22M | 1.12% | −3,262−9.9% | Reduced |
| Voloridge Investment Management, LLC | 29,549 | $1.22M | 0.01% | +29,549 | New |
| Spirit of America Management Corp | 29,600 | $1.22M | 0.26% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 29,754 | $1.23M | 0.51% | −1,345−4.3% | Reduced |
| Alpha Omega Wealth Management LLC | 29,861 | $1.23M | 0.20% | +39+0.1% | Added |
| Oder Investment Management, LLC | 29,887 | $1.23M | 1.61% | −1,577−5.0% | Reduced |
| Founders Financial Alliance, LLC | 29,992 | $1.24M | 0.56% | +525+1.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $1.24M | 0.53% | −77,000−72.0% | Reduced |
| Canvas Wealth Advisors, LLC | 30,001 | $1.24M | 0.55% | +355+1.2% | Added |
| Viking Fund Management LLC | 30,000 | $1.24M | 0.35% | 00.0% | Unchanged |
| Kidder Stephen W | 30,065 | $1.24M | 0.38% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 30,135 | $1.24M | 0.19% | −18,509−38.0% | Reduced |
| Highlander Capital Management, LLC | 30,344 | $1.25M | 0.62% | −11,342−27.2% | Reduced |
| Marcum Wealth, LLC | 30,454 | $1.26M | 0.20% | +1,063+3.6% | Added |
| BBR Partners, LLC | 30,491 | $1.26M | 0.10% | −1,596−5.0% | Reduced |
| CPWM, LLC | 30,528 | $1.26M | 0.09% | −44−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 30,575 | $1.26M | 0.08% | +4,646+17.9% | Added |
| Mission Wealth Management, LP | 30,637 | $1.26M | 0.07% | +1,957+6.8% | Added |
| Krilogy Financial LLC | 30,669 | $1.26M | 0.13% | +1,386+4.7% | Added |
| Sawgrass Asset Management LLC | 30,711 | $1.27M | 0.11% | +300+1.0% | Added |
| Clearview Wealth Advisors LLC | 30,746 | $1.27M | 0.78% | −56−0.2% | Reduced |
| Peoples Bank | 30,785 | $1.27M | 0.67% | +1,114+3.8% | Added |
| Optimal Asset Management, Inc. | 30,846 | $1.27M | 0.15% | −90.0% | Reduced |
| Orion Capital Management LLC | 30,864 | $1.27M | 0.79% | +400+1.3% | Added |
| Cowa, LLC | 31,109 | $1.27M | 0.79% | +105+0.3% | Added |
| Van Cleef Asset Management,Inc | 31,004 | $1.28M | 0.19% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,029 | $1.28M | 0.05% | 00.0% | Unchanged |