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 | 3,493 | $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 |
|---|---|---|---|---|---|
| Founders Capital Management | 1,693 | $70.0K | 0.05% | +603+55.3% | Added |
| First Personal Financial Services | 1,710 | $71.0K | 0.02% | +210+14.0% | Added |
| Lake Point Wealth Management | 1,729 | $71.0K | 0.03% | +1,729 | New |
| Sterling Financial Planning, Inc. | 1,825 | $75.0K | 0.05% | −119−6.1% | Reduced |
| Smith Asset Management Group LP | 1,854 | $76.0K | 0.00% | −468−20.2% | Reduced |
| Lenox Wealth Advisors, LLC | 1,846 | $76.0K | 0.01% | −211−10.3% | Reduced |
| Rocky Mountain Advisers, LLC | 1,865 | $77.0K | 0.10% | 00.0% | Unchanged |
| Resolute Partners Group | 1,881 | $78.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,915 | $79.0K | 0.05% | +1+0.1% | Added |
| Creative Financial Designs Inc | 1,924 | $79.0K | 0.01% | +62+3.3% | Added |
| Exchange Traded Concepts, LLC | 1,993 | $82.0K | 0.00% | −122,134−98.4% | Reduced |
| Ninety One SA (PTY) Ltd | 1,983 | $82.0K | 0.03% | −37,831−95.0% | Reduced |
| Semmax Financial Advisors Inc. | 2,015 | $83.0K | 0.03% | +8+0.4% | Added |
| Dividend Assets Capital, LLC | 2,026 | $84.0K | 0.02% | −50−2.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,054 | $84.7K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2,087 | $86.0K | 0.04% | +7+0.3% | Added |
| Savior LLC | 2,177 | $90.0K | 0.08% | −819−27.3% | Reduced |
| Perennial Advisors, LLC | 2,173 | $90.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 2,187 | $90.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,201 | $91.0K | 0.07% | +2,201 | New |
| Corsicana & Co. | 2,236 | $92.0K | 0.06% | +2,236 | New |
| Barrett Asset Management, LLC | 2,300 | $95.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 2,340 | $96.0K | 0.03% | +2+0.1% | Added |
| Estate Counselors, LLC | 2,384 | $98.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,412 | $99.0K | 0.04% | +218+9.9% | Added |
| Sirios Capital Management L P | 2,459 | $101.0K | 0.01% | −196−7.4% | Reduced |
| Brendel Financial Advisors LLC | 2,500 | $103.0K | 0.06% | +2,500 | New |
| Motco | 2,750 | $113.0K | 0.01% | −178−6.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,773 | $114.0K | 0.08% | +293+11.8% | Added |
| Tobam | 2,816 | $116.0K | 0.00% | +1,378+95.8% | Added |
| Ritter Daniher Financial Advisory, LLC | 2,819 | $116.0K | 0.09% | +2,000+244.2% | Added |
| Hillsdale Investment Management Inc. | 2,840 | $117.0K | 0.01% | −460−13.9% | Reduced |
| MBM Wealth Consultants, LLC | 2,966 | $122.0K | 0.06% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,987 | $123.0K | 0.09% | +2,987 | New |
| Canton Hathaway, LLC | 3,109 | $128.0K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 3,150 | $130.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,152 | $130.0K | 0.10% | +500+18.9% | Added |
| GPS Wealth Strategies Group, LLC | 3,196 | $132.0K | 0.03% | +1,158+56.8% | Added |
| Financial Perspectives, Inc | 3,246 | $133.8K | 0.07% | −130,779−97.6% | Reduced |
| Paragon Wealth Strategies, LLC | 3,300 | $136.0K | 0.04% | +3,300 | New |
| Baldrige Asset Management LLC | 3,408 | $141.0K | 0.06% | +3,408 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,434 | $141.6K | 0.17% | +500+17.0% | Added |
| West Oak Capital, LLC | 3,465 | $143.0K | 0.06% | +1,000+40.6% | Added |
| Loomis Sayles & Co L P | 3,519 | $145.0K | 0.00% | −38,964−91.7% | Reduced |
| Dougherty Wealth Advisers LLC | 3,555 | $147.0K | 0.22% | 00.0% | Unchanged |
| Riverview Trust Co | 3,630 | $150.0K | 0.16% | 00.0% | Unchanged |
| Trust Co | 3,670 | $151.0K | 0.11% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 3,662 | $151.0K | 0.08% | +250+7.3% | Added |
| Costello Asset Management, INC | 3,711 | $153.0K | 0.10% | +12+0.3% | Added |
| Better Money Decisions, LLC | 3,722 | $153.0K | 0.14% | +1,006+37.0% | Added |
| Acropolis Investment Management, LLC | 3,752 | $155.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,781 | $157.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,914 | $161.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,933 | $162.0K | 0.07% | +3,933 | New |
| Avion Wealth | 4,006 | $165.0K | 0.05% | +3,844+2,372.8% | Added |
| SRS Capital Advisors, Inc. | 4,012 | $165.0K | 0.02% | +4,012 | New |
| HBC Financial Services, PLLC | 4,498 | $166.0K | 0.11% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,029 | $166.0K | 0.09% | −185−4.4% | Reduced |
| Bogart Wealth, LLC | 4,060 | $167.0K | 0.02% | +478+13.3% | Added |
| Wolverine Asset Management LLC | 4,246 | $175.0K | 0.00% | −4,259−50.1% | Reduced |
| Modus Advisors, LLC | 4,236 | $175.0K | 0.07% | +4,236 | New |
| Cranbrook Wealth Management, LLC | 4,340 | $179.0K | 0.04% | −84−1.9% | Reduced |
| Vigilant Capital Management, LLC | 4,376 | $180.0K | 0.01% | +275+6.7% | Added |
| Joseph P. Lucia & Associates, LLC | 4,439 | $183.0K | 0.11% | +250+6.0% | Added |
| TFC Financial Management | 4,666 | $192.0K | 0.07% | +20.0% | Added |
| Security National Trust Co | 4,839 | $199.0K | 0.04% | −155−3.1% | Reduced |
| Teza Capital Management LLC | 4,856 | $200.0K | 0.03% | −72,782−93.7% | Reduced |
| HC Financial Advisors Inc | 4,860 | $200.0K | 0.12% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,859 | $200.0K | 0.03% | +4,859 | New |
| Strategic Blueprint, LLC | 4,845 | $200.0K | 0.03% | +4,845 | New |
| JSF Financial, LLC | 4,871 | $201.0K | 0.12% | +4,871 | New |
| All Terrain Financial Advisors, LLC | 4,900 | $202.0K | 0.10% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 4,908 | $202.0K | 0.11% | +240+5.1% | Added |
| Beta Wealth Group, Inc. | 4,900 | $202.0K | 0.14% | +4,900 | New |
| DeDora Capital, Inc. | 4,931 | $203.0K | 0.09% | −285−5.5% | Reduced |
| CAMG Solamere Management, LLC | 4,914 | $203.0K | 0.18% | +4,914 | New |
| Crescent Grove Advisors, LLC | 4,919 | $203.0K | 0.02% | +4,919 | New |
| Stuart Chaussee & Associates, Inc. | 4,937 | $204.0K | 0.09% | +4,878+8,267.8% | Added |
| Advisors Management Group Inc | 4,957 | $204.0K | 0.06% | +4,957 | New |
| Ironwood Investment Counsel, LLC | 4,988 | $205.0K | 0.05% | −225−4.3% | Reduced |
| Ford Financial Group, LLC | 4,995 | $205.0K | 0.08% | −189−3.6% | Reduced |
| 360 Financial, Inc. | 4,964 | $205.0K | 0.11% | −213−4.1% | Reduced |
| Hotaling Investment Management, LLC | 4,967 | $205.0K | 0.08% | +4,967 | New |
| Eagle Bay Advisors LLC | 4,890 | $205.0K | 0.16% | +4,890 | New |
| Wills Financial Group, Inc. | 4,998 | $206.0K | 0.09% | +4,998 | New |
| Harfst & Associates, Inc. | 5,002 | $206.0K | 0.06% | +5,002 | New |
| Bristlecone Advisors, LLC | 5,000 | $206.0K | 0.03% | +5,000 | New |
| Stockman Wealth Management, Inc. | 5,025 | $207.0K | 0.05% | −280−5.3% | Reduced |
| NFP Retirement, Inc. | 5,037 | $207.6K | 0.08% | +5,037 | New |
| Ceera Investments, LLC | 5,080 | $209.0K | 0.16% | −385−7.0% | Reduced |
| Youngs Advisory Group, Inc. | 5,098 | $210.0K | 0.22% | −148−2.8% | Reduced |
| Sandbox Financial Partners, LLC | 5,102 | $210.0K | 0.16% | +14+0.3% | Added |
| Taylor Hoffman Wealth Management | 5,097 | $210.0K | 0.09% | −62−1.2% | Reduced |
| Harbor Advisory Corp | 5,099 | $210.0K | 0.09% | +5,099 | New |
| MPS Loria Financial Planners, LLC | 5,107 | $211.0K | 0.10% | +10+0.2% | Added |
| Paradigm Financial Partners, LLC | 5,122 | $211.0K | 0.05% | +5,122 | New |
| Ridgewood Investments LLC | 5,142 | $212.0K | 0.14% | −17,000−76.8% | Reduced |
| Merrion Investment Management Co, LLC | 5,150 | $212.0K | 0.16% | +5,150 | New |
| Consolidated Planning Corp | 5,165 | $212.0K | 0.16% | +5,165 | New |
| Bridge Advisory, LLC | 5,139 | $212.0K | 0.11% | +5,139 | New |