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 |
|---|---|---|---|---|---|
| Tacita Capital Inc | 8,001 | $330.0K | 0.20% | 00.0% | Unchanged |
| United Bank | 8,026 | $331.0K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 8,052 | $332.0K | 0.12% | −2,008−20.0% | Reduced |
| Prentice Wealth Management LLC | 8,058 | $332.0K | 0.17% | +2,369+41.6% | Added |
| WFA of San Diego, LLC | 8,096 | $334.0K | 0.26% | −410−4.8% | Reduced |
| Gray Wealth Management Inc. | 8,092 | $334.0K | 0.19% | +5+0.1% | Added |
| Johnson Financial Group, LLC | 8,095 | $334.0K | 0.06% | +8,095 | New |
| Corbett Road Capital Management, LLC | 8,137 | $335.0K | 0.59% | −1,160−12.5% | Reduced |
| Narwhal Capital Management | 8,147 | $336.0K | 0.04% | +567+7.5% | Added |
| JFS Wealth Advisors, LLC | 8,174 | $337.0K | 0.05% | −2,647−24.5% | Reduced |
| Vivaldi Capital Management, LLC | 8,086 | $337.0K | 0.07% | −1,483−15.5% | Reduced |
| Sterneck Capital Management, LLC | 8,836 | $337.0K | 0.21% | −122−1.4% | Reduced |
| Select Asset Management & Trust | 8,188 | $337.0K | 0.19% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 8,193 | $338.0K | 0.10% | −900−9.9% | Reduced |
| Pflug Koory, LLC | 8,200 | $338.0K | 0.18% | 00.0% | Unchanged |
| First Nebraska Trust Co | 8,215 | $338.7K | 0.04% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 8,240 | $340.0K | 0.15% | −400−4.6% | Reduced |
| Verus Financial Partners, Inc. | 9,057 | $341.0K | 0.05% | −117−1.3% | Reduced |
| Centerpoint Advisors, LLC | 8,302 | $342.0K | 0.16% | +894+12.1% | Added |
| Spotlight Asset Group, Inc. | 8,373 | $345.0K | 0.13% | −2,831−25.3% | Reduced |
| Private Management Group Inc | 8,372 | $345.0K | 0.02% | −14−0.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 8,360 | $345.0K | 0.22% | +1,300+18.4% | Added |
| SageGuard Financial Group, LLC | 8,397 | $346.0K | 0.16% | −3,909−31.8% | Reduced |
| Cabot Wealth Management Inc | 8,417 | $347.0K | 0.05% | +156+1.9% | Added |
| Hudson Value Partners, LLC | 8,448 | $348.0K | 0.19% | 00.0% | Unchanged |
| Carlson Capital Management | 8,476 | $349.0K | 0.05% | +290+3.5% | Added |
| Flaharty Asset Management, LLC | 8,454 | $349.0K | 0.07% | +1,269+17.7% | Added |
| Claret Asset Management Corp | 8,499 | $350.0K | 0.06% | −610−6.7% | Reduced |
| Grandfield & Dodd, LLC | 8,555 | $350.0K | 0.02% | −441−4.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 8,489 | $350.0K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 8,519 | $351.0K | 0.07% | 00.0% | Unchanged |
| Beck Bode, LLC | 8,561 | $353.0K | 0.10% | −1,047−10.9% | Reduced |
| Hall Laurie J Trustee | 8,557 | $353.0K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,562 | $353.0K | 0.31% | +8,562 | New |
| Americana Partners, LLC | 8,603 | $354.0K | 0.18% | 00.0% | Unchanged |
| MJP Associates Inc | 8,575 | $354.0K | 0.12% | +832+10.7% | Added |
| Ridgecrest Wealth Partners, LLC | 8,586 | $354.0K | 0.22% | +986+13.0% | Added |
| Integrated Investment Consultants, LLC | 8,622 | $355.0K | 0.10% | +1,896+28.2% | Added |
| New England Professional Planning Group Inc. | 8,495 | $356.0K | 0.21% | −978−10.3% | Reduced |
| First Bank & Trust | 8,639 | $356.0K | 0.17% | +464+5.7% | Added |
| Hendershot Investments Inc. | 8,659 | $357.0K | 0.08% | 00.0% | Unchanged |
| Corundum Group, Inc. | 8,649 | $357.0K | 0.23% | +184+2.2% | Added |
| Boltwood Capital Management | 8,654 | $357.0K | 0.15% | +412+5.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,688 | $358.0K | 0.04% | −4,898−36.1% | Reduced |
| Smith, Moore & Co. | 8,713 | $359.0K | 0.05% | +20.0% | Added |
| Maltin Wealth Management, Inc. | 8,696 | $359.0K | 0.22% | +45+0.5% | Added |
| Triumph Capital Management | 9,242 | $359.0K | 0.21% | +9,242 | New |
| BSW Wealth Partners | 8,751 | $361.0K | 0.10% | +652+8.1% | Added |
| United Asset Strategies, Inc. | 8,782 | $362.0K | 0.05% | −103,037−92.1% | Reduced |
| JCIC Asset Management Inc. | 7,073 | $362.0K | 0.09% | +40+0.6% | Added |
| Gryphon Financial Partners LLC | 10,700 | $364.0K | 0.09% | +1,598+17.6% | Added |
| Cape Cod Five Cents Savings Bank | 8,835 | $364.0K | 0.04% | −150−1.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 8,862 | $365.0K | 0.04% | +1,232+16.1% | Added |
| Security Asset Management | 8,881 | $366.0K | 0.14% | +10+0.1% | Added |
| Delta Investment Management, LLC | 8,895 | $367.0K | 0.11% | +20.0% | Added |
| Financial Management Professionals, Inc. | 8,935 | $368.0K | 0.09% | +672+8.1% | Added |
| Cypress Capital Management LLC | 8,960 | $369.0K | 0.05% | −510−5.4% | Reduced |
| Mather Group, LLC. | 8,968 | $370.0K | 0.01% | +283+3.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 9,070 | $371.0K | 0.05% | −492−5.1% | Reduced |
| Bellevue Asset Management, LLC | 9,010 | $371.0K | 0.23% | −150−1.6% | Reduced |
| Hardy Reed LLC | 8,997 | $371.0K | 0.07% | −25−0.3% | Reduced |
| Weather Gauge Advisory, LLC | 9,025 | $372.0K | 0.43% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,026 | $372.0K | 0.04% | +340+3.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 9,027 | $372.0K | 0.15% | +577+6.8% | Added |
| Allred Capital Management, LLC | 9,051 | $373.0K | 0.18% | +19+0.2% | Added |
| Alliance Wealth Management Group | 9,080 | $374.0K | 0.12% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 9,083 | $375.0K | 0.18% | +134+1.5% | Added |
| McAdam, LLC | 9,722 | $376.0K | 0.04% | +356+3.8% | Added |
| Foster Victor Wealth Advisors, LLC | 9,171 | $378.0K | 0.06% | +57+0.6% | Added |
| Well Done, LLC | 9,169 | $378.0K | 0.08% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9,175 | $378.0K | 0.26% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 9,183 | $379.0K | 0.17% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 10,000 | $380.0K | 0.10% | −31,690−76.0% | Reduced |
| Sage Mountain Advisors LLC | 9,268 | $382.0K | 0.06% | +3,049+49.0% | Added |
| Blossom Wealth Management | 9,257 | $382.0K | 2.87% | +4,080+78.8% | Added |
| Affinity Capital Advisors, LLC | 9,298 | $383.0K | 0.13% | +505+5.7% | Added |
| Pennsylvania Capital Management Inc | 9,668 | $387.0K | 0.19% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 9,386 | $387.0K | 0.13% | −97−1.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 9,400 | $388.0K | 0.14% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 9,413 | $388.0K | 0.08% | +40.0% | Added |
| Patten Group, Inc. | 9,411 | $388.0K | 0.11% | +1,063+12.7% | Added |
| PRW Wealth Management LLC | 9,411 | $388.0K | 0.11% | +9,411 | New |
| Johnson Financial Group, Inc. | 9,469 | $390.0K | 0.03% | −259−2.7% | Reduced |
| WoodTrust Financial Corp | 9,460 | $390.0K | 0.10% | +2,175+29.9% | Added |
| Family Management Corp | 9,461 | $390.0K | 0.10% | +9,461 | New |
| Ferguson Wellman Capital Management, Inc | 9,502 | $392.0K | 0.01% | +100+1.1% | Added |
| Certified Advisory Corp | 9,521 | $393.0K | 0.10% | +33+0.3% | Added |
| Glen Eagle Advisors, LLC | 9,543 | $393.5K | 0.12% | −622−6.1% | Reduced |
| Keebeck Alpha, LP | 9,562 | $394.0K | 0.14% | −1,536−13.8% | Reduced |
| Univest Financial Corp | 9,569 | $395.0K | 0.11% | −1,055−9.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 10,412 | $395.0K | 0.23% | +30.0% | Added |
| Clear Creek Financial Management, LLC | 9,589 | $395.0K | 0.06% | +9,589 | New |
| Schonfeld Strategic Advisors LLC | 9,624 | $397.0K | 0.00% | −19,061−66.4% | Reduced |
| Bridgecreek Investment Management, LLC | 9,646 | $398.0K | 0.06% | +396+4.3% | Added |
| Coastal Capital Group, Inc. | 9,710 | $400.0K | 0.10% | +16+0.2% | Added |
| AGF Investments LLC | 9,693 | $400.0K | 0.04% | +259+2.7% | Added |
| Gilbert & Cook, Inc. | 9,724 | $401.0K | 0.07% | +453+4.9% | Added |
| Moseley Investment Management Inc | 9,723 | $401.0K | 0.20% | +2,500+34.6% | Added |
| Madison Wealth Partners, Inc | 9,724 | $401.0K | 0.23% | +677+7.5% | Added |
| Brave Asset Management Inc | 9,747 | $402.0K | 0.12% | +221+2.3% | Added |