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 |
|---|---|---|---|---|---|
| Cary Street Partners Asset Management LLC | 5,170 | $213.0K | 0.05% | −940−15.4% | Reduced |
| Mondrian Investment Partners LTD | 5,174 | $213.0K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 5,181 | $213.0K | 0.01% | +3+0.1% | Added |
| Acima Private Wealth, LLC | 5,197 | $214.0K | 0.10% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,182 | $214.0K | 0.04% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,191 | $214.0K | 0.04% | +5,191 | New |
| Carolina Wealth Advisors, LLC | 5,223 | $215.0K | 0.14% | −123−2.3% | Reduced |
| LGL Partners, LLC | 5,213 | $215.0K | 0.13% | −9−0.2% | Reduced |
| Zhang Financial LLC | 5,219 | $215.0K | 0.05% | +5,219 | New |
| Atlas Capital Advisors LLC | 5,228 | $215.6K | 0.04% | +175+3.5% | Added |
| Marotta Asset Management | 5,198 | $215.9K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5,711 | $217.0K | 0.06% | 00.0% | Unchanged |
| United Bank | 5,266 | $217.0K | 0.15% | 00.0% | Unchanged |
| Bay Rivers Group | 5,266 | $217.0K | 0.15% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 5,259 | $217.0K | 0.04% | +390+8.0% | Added |
| D'Orazio & Associates, Inc. | 5,261 | $217.0K | 0.06% | +4,001+317.5% | Added |
| Intrua Financial, LLC | 5,196 | $218.0K | 0.05% | −1,011−16.3% | Reduced |
| Old Second National Bank of Aurora | 5,277 | $218.0K | 0.06% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 5,307 | $219.0K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 5,319 | $219.0K | 0.10% | +5,319 | New |
| State of Wyoming | 5,335 | $220.0K | 0.14% | −1,510−22.1% | Reduced |
| Johnson Midwest Financial, LLC | 5,325 | $220.0K | 0.22% | +6+0.1% | Added |
| Chiron Capital Management, LLC | 5,352 | $221.0K | 0.18% | −1,370−20.4% | Reduced |
| Sound Income Strategies, LLC | 5,357 | $221.0K | 0.03% | +1,075+25.1% | Added |
| Poplar Forest Capital LLC | 5,380 | $222.0K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,386 | $222.0K | 0.12% | +18+0.3% | Added |
| First Commonwealth Financial Corp | 5,373 | $222.0K | 0.08% | +75+1.4% | Added |
| Winfield Associates, Inc. | 5,400 | $223.0K | 0.08% | +5,400 | New |
| Horizon Financial Services, LLC | 5,430 | $224.0K | 0.16% | −470−8.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,436 | $224.0K | 0.06% | +479+9.7% | Added |
| 20/20 Capital Management, Inc. | 5,425 | $224.0K | 0.06% | +5,425 | New |
| Mraz, Amerine & Associates, Inc. | 5,451 | $225.0K | 0.06% | −142−2.5% | Reduced |
| Jag Capital Management, LLC | 5,469 | $225.0K | 0.02% | −96−1.7% | Reduced |
| Manning & Napier Group, LLC | 5,500 | $226.0K | 0.00% | −1,871,350−99.7% | Reduced |
| Garrett Investment Advisors LLC | 5,472 | $226.0K | 0.07% | −3,033−35.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,480 | $226.0K | 0.06% | +154+2.9% | Added |
| MEMBERS Trust Co | 5,470 | $226.0K | 0.01% | +266+5.1% | Added |
| PSI Advisors, LLC | 5,537 | $228.0K | 0.12% | +4+0.1% | Added |
| Williams Financial, LLC | 5,524 | $228.0K | 0.19% | 00.0% | Unchanged |
| James Hambro & Partners | 5,567 | $229.0K | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 5,560 | $229.0K | 0.13% | +16+0.3% | Added |
| EPG Wealth Management LLC | 5,557 | $229.0K | 0.10% | +14+0.3% | Added |
| Clear Perspective Advisors, LLC | 5,573 | $230.0K | 0.08% | +82+1.5% | Added |
| Garde Capital, Inc. | 5,604 | $231.0K | 0.02% | −797−12.5% | Reduced |
| Rainey & Randall Investment Management Inc. | 5,638 | $232.0K | 0.11% | +14+0.2% | Added |
| Cassia Capital Partners, LLC | 5,622 | $232.0K | 0.17% | +5,622 | New |
| Trust Co of Toledo NA | 5,658 | $233.0K | 0.04% | −4−0.1% | Reduced |
| Callan Capital, LLC | 5,645 | $233.0K | 0.04% | +50+0.9% | Added |
| Avenue 1 Advisors, LLC | 5,677 | $234.0K | 0.14% | −878−13.4% | Reduced |
| West Chester Capital Advisors, Inc | 5,678 | $234.0K | 0.18% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 5,705 | $235.0K | 0.06% | −406−6.6% | Reduced |
| Fortress Wealth Group, LLC | 5,715 | $236.0K | 0.21% | +5,715 | New |
| Professional Planning | 5,766 | $237.0K | 0.11% | +5,766 | New |
| TL Private Wealth | 5,776 | $238.0K | 0.14% | 00.0% | Unchanged |
| American Money Management, LLC | 5,779 | $238.0K | 0.08% | −10.0% | Reduced |
| Farr Miller & Washington LLC | 5,779 | $238.0K | 0.02% | +5,779 | New |
| Principal Street Partners, LLC | 5,784 | $238.0K | 0.06% | +5,784 | New |
| Tradition Wealth Management, LLC | 5,793 | $239.0K | 0.04% | −254−4.2% | Reduced |
| Hengehold Capital Management LLC | 5,807 | $239.0K | 0.03% | +10.0% | Added |
| Sage Rhino Capital LLC | 5,808 | $239.0K | 0.07% | +56+1.0% | Added |
| GW Henssler & Associates Ltd | 5,844 | $241.0K | 0.02% | +366+6.7% | Added |
| Lebenthal Global Advisors, LLC | 5,846 | $241.0K | 0.13% | +5,846 | New |
| DDD Partners, LLC | 5,865 | $242.0K | 0.04% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 5,885 | $243.0K | 0.39% | +5+0.1% | Added |
| Bath Savings Trust Co | 5,884 | $243.0K | 0.03% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $243.0K | 0.15% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 5,891 | $243.0K | 0.19% | +5,891 | New |
| Holistic Financial Partners | 5,915 | $244.0K | 0.15% | −66−1.1% | Reduced |
| Cohen Capital Management, Inc. | 5,910 | $244.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 5,917 | $244.0K | 0.07% | +10.0% | Added |
| Summit Asset Management, LLC | 5,930 | $244.0K | 0.08% | +300+5.3% | Added |
| Range Financial Group LLC | 5,909 | $244.0K | 0.18% | +5,909 | New |
| Ballast Advisors LLC | 5,959 | $246.0K | 0.10% | +163+2.8% | Added |
| Capital Financial Planning, LLC | 5,969 | $246.0K | 0.10% | +5,969 | New |
| Corrigan Financial, Inc. | 5,968 | $246.1K | 0.08% | −51−0.8% | Reduced |
| Bradley Mark J. | 6,000 | $247.0K | 0.16% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,015 | $248.0K | 0.01% | +75+1.3% | Added |
| Wela Strategies, Inc. | 6,043 | $249.0K | 0.13% | +15+0.2% | Added |
| Sand Hill Global Advisors, LLC | 6,049 | $249.0K | 0.02% | +6,049 | New |
| Arbor Wealth Management, LLC | 6,052 | $250.0K | 0.06% | +6,052 | New |
| CCG Wealth Management, LLC | 6,093 | $251.0K | 0.20% | +153+2.6% | Added |
| Powell Investment Advisors, LLC | 6,111 | $252.0K | 0.15% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,140 | $253.0K | 0.32% | −700−10.2% | Reduced |
| 44 Wealth Management LLC | 6,216 | $256.0K | 0.10% | +24+0.4% | Added |
| Chatham Capital Group, Inc. | 6,200 | $256.0K | 0.05% | +385+6.6% | Added |
| Ackerman Capital Advisors, LLC | 6,236 | $257.0K | 0.06% | −1,864−23.0% | Reduced |
| Professional Advisory Services Inc | 6,242 | $257.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,244 | $257.0K | 0.07% | +13+0.2% | Added |
| First Horizon Corp | 6,261 | $258.0K | 0.02% | +38+0.6% | Added |
| Austin Private Wealth, LLC | 6,260 | $258.0K | 0.06% | +119+1.9% | Added |
| MBA Advisors LLC | 6,284 | $259.0K | 0.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,282 | $259.0K | 0.11% | +6,282 | New |
| Asset Advisors Investment Management, LLC | 6,300 | $260.0K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,315 | $261.0K | 0.08% | −387−5.8% | Reduced |
| Gould Asset Management LLC | 6,364 | $262.0K | 0.07% | −1,200−15.9% | Reduced |
| Pensionmark Financial Group, LLC | 6,354 | $262.0K | 0.06% | −44−0.7% | Reduced |
| Clarity Wealth Advisors, LLC | 6,357 | $262.0K | 0.14% | +308+5.1% | Added |
| MV Capital Management, Inc. | 6,361 | $262.0K | 0.04% | +1,267+24.9% | Added |
| Elm Advisors, LLC | 6,375 | $263.0K | 0.15% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 6,430 | $265.0K | 0.07% | 00.0% | Unchanged |