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 |
|---|---|---|---|---|---|
| Granite Investment Partners, LLC | 31,148 | $1.28M | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 31,311 | $1.29M | 0.16% | +242+0.8% | Added |
| Eastern Bank | 31,333 | $1.29M | 0.06% | +2,185+7.5% | Added |
| CWA Asset Management Group, LLC | 31,131 | $1.29M | 0.10% | +6,027+24.0% | Added |
| Sciencast Management LP | 32,363 | $1.29M | 0.27% | +32,363 | New |
| Smith, Salley & Associates | 31,571 | $1.30M | 0.11% | +12,329+64.1% | Added |
| IPG Investment Advisors LLC | 31,642 | $1.30M | 0.38% | −1,000−3.1% | Reduced |
| Clear Harbor Asset Management, LLC | 31,756 | $1.31M | 0.16% | −12,341−28.0% | Reduced |
| Nachman Norwood & Parrott, Inc | 31,931 | $1.32M | 0.13% | −172−0.5% | Reduced |
| Capital International Sarl | 31,977 | $1.32M | 0.11% | −3,472−9.8% | Reduced |
| McLean Asset Management Corp | 34,851 | $1.32M | 0.59% | −126−0.4% | Reduced |
| Cottage Street Advisors LLC | 32,098 | $1.32M | 0.79% | +221+0.7% | Added |
| Physicians Financial Services, Inc. | 32,176 | $1.33M | 0.54% | −1,765−5.2% | Reduced |
| Coastal Bridge Advisors, LLC | 32,243 | $1.33M | 0.27% | +182+0.6% | Added |
| Curated Wealth Partners LLC | 32,265 | $1.33M | 0.72% | +1,853+6.1% | Added |
| Stonnington Group, LLC | 34,353 | $1.33M | 0.30% | −100−0.3% | Reduced |
| Atlas Brown,Inc. | 32,485 | $1.34M | 0.58% | +3,699+12.8% | Added |
| RSM US Wealth Management LLC | 32,671 | $1.35M | 0.07% | −36−0.1% | Reduced |
| S.A. Mason LLC | 32,694 | $1.35M | 0.93% | +50.0% | Added |
| X-Square Capital, LLC | 32,903 | $1.35M | 0.64% | +2,301+7.5% | Added |
| Sovereign Financial Group, Inc. | 34,978 | $1.35M | 0.82% | 00.0% | Unchanged |
| Eos Management, L.P. | 32,884 | $1.36M | 0.72% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 32,915 | $1.36M | 0.62% | −420−1.3% | Reduced |
| Banyan Capital Management, Inc. | 32,913 | $1.36M | 0.84% | 00.0% | Unchanged |
| Kdi Capital Partners LLC | 33,000 | $1.36M | 0.45% | +33,000 | New |
| Horizon Kinetics Asset Management LLC | 33,226 | $1.37M | 0.03% | −850−2.5% | Reduced |
| Pendal Group Limited | 33,353 | $1.38M | 0.01% | −511−1.5% | Reduced |
| Rehmann Capital Advisory Group | 33,179 | $1.38M | 0.13% | +1,243+3.9% | Added |
| Buckhead Capital Management LLC | 33,481 | $1.38M | 0.31% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 33,646 | $1.39M | 0.21% | +5,047+17.6% | Added |
| Roosevelt Investment Group LLC | 33,679 | $1.39M | 0.08% | +500+1.5% | Added |
| Sunbelt Securities, Inc. | 36,809 | $1.40M | 0.25% | −180.0% | Reduced |
| M&R Capital Management Inc | 33,865 | $1.40M | 0.32% | +1,372+4.2% | Added |
| IFG Advisory, LLC | 33,952 | $1.40M | 0.16% | −3,200−8.6% | Reduced |
| Citadel Investment Advisory, Inc. | 33,921 | $1.40M | 0.87% | −380−1.1% | Reduced |
| Meridian Wealth Management, LLC | 34,257 | $1.41M | 0.18% | −4,948−12.6% | Reduced |
| Jones Road Capital Management, L.P. | 34,600 | $1.43M | 0.92% | −27,400−44.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 34,643 | $1.43M | 0.17% | +9,025+35.2% | Added |
| Bar Harbor Trust Services | 34,727 | $1.43M | 0.46% | +1,772+5.4% | Added |
| Lake Street Financial LLC | 34,505 | $1.43M | 0.36% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 34,929 | $1.44M | 0.45% | +1,400+4.2% | Added |
| United Services Automobile Association | 34,981 | $1.44M | 0.03% | −19,727−36.1% | Reduced |
| Kingfisher Capital LLC | 34,965 | $1.44M | 0.37% | −434−1.2% | Reduced |
| Mathes Company, Inc. | 35,000 | $1.44M | 0.52% | −143−0.4% | Reduced |
| DCM Advisors, LLC | 35,031 | $1.44M | 0.82% | +1,931+5.8% | Added |
| KLCM Advisors, Inc. | 35,043 | $1.45M | 0.32% | −303,011−89.6% | Reduced |
| Prestige Wealth Management Group LLC | 35,109 | $1.45M | 0.38% | −626−1.8% | Reduced |
| Parisi Gray Wealth Management | 35,117 | $1.45M | 0.53% | −229−0.6% | Reduced |
| Community Bank, N.A. | 35,150 | $1.45M | 0.17% | −940−2.6% | Reduced |
| Samalin Investment Counsel, LLC | 35,202 | $1.45M | 0.94% | −1,857−5.0% | Reduced |
| Apriem Advisors | 35,189 | $1.45M | 0.22% | −980−2.7% | Reduced |
| Proficio Capital Partners LLC | 35,262 | $1.45M | 0.18% | +1,841+5.5% | Added |
| CRA Financial Services, LLC | 35,386 | $1.46M | 0.51% | +350+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 35,456 | $1.46M | 0.93% | +600+1.7% | Added |
| Tempus Wealth Planning, LLC | 35,602 | $1.47M | 0.97% | +9,545+36.6% | Added |
| Pinnacle Holdings, LLC | 35,748 | $1.47M | 0.68% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 35,845 | $1.48M | 0.48% | −210−0.6% | Reduced |
| Wittenberg Investment Management, Inc. | 35,863 | $1.48M | 0.60% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 35,906 | $1.48M | 0.09% | −92,220−72.0% | Reduced |
| Exencial Wealth Advisors, LLC | 35,988 | $1.48M | 0.08% | −1,370−3.7% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.48M | 0.31% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 36,029 | $1.49M | 0.39% | +9,327+34.9% | Added |
| Abacus Planning Group, Inc. | 36,032 | $1.49M | 0.45% | +50.0% | Added |
| Washington Capital Management Inc | 36,165 | $1.49M | 1.81% | −1,365−3.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.50M | 0.47% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 36,277 | $1.50M | 0.37% | −155−0.4% | Reduced |
| Novak Financial Planning, LLC | 36,388 | $1.50M | 0.73% | −170−0.5% | Reduced |
| Aspiriant, LLC | 36,360 | $1.50M | 0.08% | +1,232+3.5% | Added |
| DFPG Investments, LLC | 37,798 | $1.51M | 0.57% | +3,133+9.0% | Added |
| Pegasus Partners Ltd. | 36,586 | $1.51M | 0.29% | −2,478−6.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 36,677 | $1.51M | 0.49% | −550−1.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 36,965 | $1.52M | 0.32% | −377−1.0% | Reduced |
| First Foundation Advisors | 37,053 | $1.53M | 0.06% | −6,155−14.2% | Reduced |
| Burleson & Company, LLC | 37,145 | $1.53M | 0.23% | −1,677−4.3% | Reduced |
| Aspen Investment Management Inc | 37,273 | $1.54M | 0.80% | −26−0.1% | Reduced |
| Barings LLC | 37,434 | $1.54M | 0.04% | −82,603−68.8% | Reduced |
| City Holding Co | 37,434 | $1.54M | 0.27% | −6,746−15.3% | Reduced |
| Garner Asset Management Corp | 37,481 | $1.54M | 0.75% | +251+0.7% | Added |
| Financial Advocates Investment Management | 37,501 | $1.55M | 0.11% | −142−0.4% | Reduced |
| Financial Architects, Inc | 37,575 | $1.55M | 0.22% | +1,120+3.1% | Added |
| Octavia Wealth Advisors, LLC | 37,584 | $1.55M | 0.41% | −1,075−2.8% | Reduced |
| Schulhoff & Co Inc | 37,687 | $1.55M | 0.69% | +119+0.3% | Added |
| Ibex Wealth Advisors | 37,786 | $1.56M | 0.31% | +1,569+4.3% | Added |
| Bank Hapoalim BM | 37,883 | $1.56M | 0.18% | −3,565−8.6% | Reduced |
| Visionary Wealth Advisors | 37,947 | $1.56M | 0.16% | +483+1.3% | Added |
| InTrack Investment Management Inc | 39,115 | $1.57M | 1.23% | +5,275+15.6% | Added |
| NorthRock Partners, LLC | 38,031 | $1.57M | 0.13% | +3,549+10.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,188 | $1.57M | 0.10% | +12,753+50.1% | Added |
| Royal Harbor Partners, LLC | 38,211 | $1.57M | 1.05% | −723−1.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 38,305 | $1.58M | 0.28% | +4,932+14.8% | Added |
| Warther Private Wealth, LLC | 38,008 | $1.58M | 1.53% | +38,008 | New |
| Wambolt & Associates, LLC | 38,116 | $1.58M | 0.67% | +1,770+4.9% | Added |
| Princeton Portfolio Strategies Group LLC | 38,410 | $1.58M | 0.31% | −11,320−22.8% | Reduced |
| Falcon Wealth Planning | 38,434 | $1.58M | 0.68% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 38,490 | $1.59M | 0.46% | −5,711−12.9% | Reduced |
| Wealth Management Associates, Inc. | 38,669 | $1.59M | 0.90% | +6,861+21.6% | Added |
| Winton Group Ltd | 38,753 | $1.60M | 0.09% | −14,512−27.2% | Reduced |
| Proequities, Inc. | 38,830 | $1.60M | 0.10% | +118+0.3% | Added |
| HBK Investments L P | 38,999 | $1.61M | 0.02% | −69,155−63.9% | Reduced |
| Vanguard Capital Wealth Advisors | 39,112 | $1.61M | 1.22% | +1,294+3.4% | Added |