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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 6,448 | $266.0K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,463 | $266.0K | 0.04% | +6,463 | New |
| Guidance Point Advisors, LLC | 6,481 | $267.0K | 0.10% | +28+0.4% | Added |
| AF Advisors, Inc. | 6,500 | $268.0K | 0.13% | −500−7.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,500 | $268.0K | 0.04% | −470−6.7% | Reduced |
| Fermata Advisors, LLC | 6,509 | $268.0K | 0.16% | +6,509 | New |
| WP Advisors, LLC | 6,527 | $269.0K | 0.11% | −196−2.9% | Reduced |
| Hills Bank & Trust Co | 6,527 | $270.0K | 0.04% | −40−0.6% | Reduced |
| Greenwood Gearhart Inc | 6,549 | $270.0K | 0.04% | +948+16.9% | Added |
| Absher Wealth Management, LLC | 6,549 | $270.0K | 0.05% | +958+17.1% | Added |
| Southland Equity Partners LLC | 6,577 | $271.2K | 0.13% | +114+1.8% | Added |
| Unio Capital LLC | 6,600 | $272.0K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,618 | $273.0K | 0.04% | −25,310−79.3% | Reduced |
| Skba Capital Management LLC | 6,630 | $273.0K | 0.05% | −100−1.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,629 | $273.0K | 0.12% | +152+2.3% | Added |
| TSFG, LLC | 6,628 | $273.0K | 0.11% | +536+8.8% | Added |
| Signet Investment Advisory Group, Inc. | 6,650 | $274.0K | 0.18% | −1,400−17.4% | Reduced |
| Future Financial Wealth Managment LLC | 6,640 | $274.0K | 0.28% | +4+0.1% | Added |
| Weaver Consulting Group | 6,662 | $275.0K | 0.15% | +552+9.0% | Added |
| QVR LLC | 6,672 | $275.0K | 0.70% | +6,672 | New |
| Port Capital LLC | 6,728 | $277.0K | 0.01% | 00.0% | Unchanged |
| Karp Capital Management Corp | 6,787 | $280.0K | 0.04% | +6,787 | New |
| Arcus Capital Partners, LLC | 6,804 | $281.0K | 0.13% | −10,368−60.4% | Reduced |
| Phocas Financial Corp. | 6,830 | $281.0K | 0.04% | +1,000+17.2% | Added |
| Running Point Capital Advisors, LLC | 6,832 | $282.0K | 0.13% | +581+9.3% | Added |
| Nicolet Bankshares Inc | 6,875 | $283.0K | 0.07% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 6,870 | $283.0K | 0.14% | −10−0.1% | Reduced |
| Wolff Wiese Magana LLC | 6,884 | $284.0K | 0.20% | −1,228−15.1% | Reduced |
| Nottingham Advisors, Inc. | 6,891 | $284.0K | 0.03% | +6,891 | New |
| TriaGen Wealth Management LLC | 7,437 | $285.0K | 0.15% | −251−3.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,937 | $286.0K | 0.14% | +30.0% | Added |
| Willow Creek Wealth Management Inc. | 6,947 | $286.0K | 0.07% | +391+6.0% | Added |
| Pacific Center for Financial Services | 6,986 | $288.0K | 0.13% | +30.0% | Added |
| Private Wealth Advisors | 7,002 | $289.0K | 0.09% | −1,436−17.0% | Reduced |
| Matrix Private Capital Group LLC | 7,037 | $290.0K | 0.16% | −19−0.3% | Reduced |
| Trellis Advisors, LLC | 7,039 | $290.0K | 0.15% | −4−0.1% | Reduced |
| Prelude Capital Management, LLC | 7,066 | $291.0K | 0.02% | −13,035−64.8% | Reduced |
| Rosenberg Matthew Hamilton | 759 | $291.0K | 0.15% | −6,299−89.2% | Reduced |
| Versant Capital Management, Inc | 7,164 | $295.0K | 0.11% | +431+6.4% | Added |
| Derby & Company, Inc | 7,178 | $296.0K | 0.06% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 7,214 | $297.0K | 0.32% | −197−2.7% | Reduced |
| Winslow Asset Management Inc | 7,232 | $298.0K | 0.06% | −60−0.8% | Reduced |
| Planned Solutions, Inc. | 7,237 | $298.0K | 0.21% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 7,245 | $299.0K | 0.13% | +7,245 | New |
| Soltis Investment Advisors LLC | 7,283 | $300.0K | 0.05% | −3,604−33.1% | Reduced |
| Opal Wealth Advisors, LLC | 7,274 | $300.0K | 0.28% | −1,012−12.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,265 | $300.0K | 0.10% | −140−1.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 7,273 | $300.0K | 0.15% | +1,028+16.5% | Added |
| KC Investment Advisors, LLC | 7,270 | $300.0K | 0.24% | +1,309+22.0% | Added |
| Northwest Bancshares, Inc. | 7,302 | $301.0K | 0.07% | −200−2.7% | Reduced |
| Kelman-Lazarov, Inc. | 7,292 | $301.0K | 0.11% | 00.0% | Unchanged |
| Bridgeworth, LLC | 7,315 | $302.0K | 0.09% | −644−8.1% | Reduced |
| Nexus Investment Management ULC | 7,350 | $303.0K | 0.03% | 00.0% | Unchanged |
| F3Logic, LLC | 7,394 | $305.0K | 0.04% | +20.0% | Added |
| Hummer Financial Advisory Services Inc | 7,408 | $305.0K | 0.28% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,983 | $306.0K | 0.09% | +1,170+17.2% | Added |
| Investment Partners, Ltd. | 7,452 | $307.0K | 0.14% | +10+0.1% | Added |
| BT Wealth Management LLC | 7,441 | $307.0K | 0.09% | +1,502+25.3% | Added |
| Inverness Counsel LLC | 7,476 | $308.0K | 0.01% | −357−4.6% | Reduced |
| Collective Family Office LLC | 7,459 | $308.0K | 0.13% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 7,464 | $308.0K | 0.05% | +2,200+41.8% | Added |
| Butensky & Cohen Financial Security, Inc | 7,500 | $309.0K | 0.12% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 8,136 | $309.0K | 0.13% | +8,136 | New |
| Vishria Bird Financial Group, LLC | 7,518 | $310.0K | 0.15% | −206,781−96.5% | Reduced |
| LifeSteps Financial, Inc. | 7,520 | $310.0K | 0.24% | −380−4.8% | Reduced |
| Sabal Trust CO | 7,541 | $311.0K | 0.02% | +156+2.1% | Added |
| Texas Capital Bancshares Inc | 7,564 | $312.0K | 0.23% | −361−4.6% | Reduced |
| Ifrah Financial Services, Inc. | 7,567 | $312.0K | 0.09% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $312.0K | 0.15% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 7,589 | $313.0K | 0.25% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7,594 | $313.0K | 0.12% | −16−0.2% | Reduced |
| Retirement Group, LLC | 7,618 | $314.0K | 0.15% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 7,634 | $315.0K | 0.30% | −1,311−14.7% | Reduced |
| Valmark Advisers, Inc. | 7,637 | $315.0K | 0.01% | +37+0.5% | Added |
| Fortis Advisors, LLC | 7,643 | $315.0K | 0.18% | +5,143+205.7% | Added |
| Staley Capital Advisers Inc | 7,653 | $316.0K | 0.02% | +90+1.2% | Added |
| Aveo Capital Partners, LLC | 7,656 | $316.0K | 0.07% | +188+2.5% | Added |
| BCS Wealth Management | 7,666 | $316.0K | 0.17% | +403+5.5% | Added |
| Column Capital Advisors, LLC | 7,685 | $317.0K | 0.07% | −720−8.6% | Reduced |
| Round Table Services, LLC | 7,691 | $317.0K | 0.07% | −19−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 7,722 | $318.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 7,720 | $318.3K | 0.11% | −210−2.6% | Reduced |
| Bull Street Advisors, LLC | 7,737 | $319.0K | 0.17% | 00.0% | Unchanged |
| Quest Capital Management Inc | 7,757 | $320.0K | 0.06% | +1,007+14.9% | Added |
| Atlas Private Wealth Advisors | 7,816 | $322.0K | 0.17% | −641−7.6% | Reduced |
| Marshall Financial Group Inc | 7,811 | $322.0K | 0.14% | +32+0.4% | Added |
| GenTrust, LLC | 7,812 | $322.0K | 0.03% | +283+3.8% | Added |
| Renasant Bank | 7,869 | $324.0K | 0.25% | −705−8.2% | Reduced |
| K.J. Harrison & Partners Inc | 7,840 | $324.0K | 0.05% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 7,893 | $325.0K | 0.09% | −396−4.8% | Reduced |
| Cozad Asset Management Inc | 7,915 | $326.0K | 0.05% | 00.0% | Unchanged |
| KCS Wealth Advisory | 7,925 | $327.0K | 0.15% | −7,106−47.3% | Reduced |
| Norway Savings Bank | 7,934 | $327.0K | 0.16% | −150−1.9% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $327.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7,924 | $327.0K | 0.07% | +2,459+45.0% | Added |
| Wagner Wealth Management, LLC | 7,919 | $327.0K | 0.23% | +2,842+56.0% | Added |
| Beese Fulmer Investment Management, Inc. | 7,967 | $328.0K | 0.04% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 7,944 | $328.0K | 0.17% | +50+0.6% | Added |
| WMS Partners, LLC | 8,002 | $330.0K | 0.05% | −681−7.8% | Reduced |
| Trinity Legacy Partners, LLC | 8,285 | $330.0K | 0.12% | 00.0% | Unchanged |