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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 9,824 | $405.0K | 0.19% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 9,833 | $405.0K | 0.20% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 9,830 | $405.0K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 9,854 | $406.0K | 0.18% | −1,346−12.0% | Reduced |
| Continuum Advisory, LLC | 9,854 | $406.0K | 0.13% | −585−5.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,845 | $406.0K | 0.02% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,856 | $406.0K | 0.33% | +1,544+18.6% | Added |
| Nelson Capital Management, LLC | 9,872 | $407.0K | 0.08% | +102+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 9,869 | $407.0K | 0.17% | +500+5.3% | Added |
| Kistler-Tiffany Companies, LLC | 9,891 | $408.0K | 0.09% | −960−8.8% | Reduced |
| Hemington Wealth Management | 9,897 | $408.0K | 0.17% | +1,034+11.7% | Added |
| Cohen & Steers, Inc. | 9,927 | $409.0K | 0.00% | −5,550−35.9% | Reduced |
| Fort Point Capital Partners LLC | 9,910 | $409.0K | 0.08% | +418+4.4% | Added |
| Monetary Management Group Inc | 9,950 | $410.0K | 0.12% | −300−2.9% | Reduced |
| Aprio Wealth Management, LLC | 9,953 | $410.0K | 0.19% | +9,953 | New |
| Bell Bank | 9,957 | $411.0K | 0.05% | −650−6.1% | Reduced |
| Red Wave Investments LLC | 9,957 | $411.0K | 0.15% | +27+0.3% | Added |
| Journey Advisory Group, LLC | 9,965 | $411.0K | 0.13% | +1,027+11.5% | Added |
| TCG Advisory Services, LLC | 10,001 | $412.0K | 0.11% | −9,855−49.6% | Reduced |
| Chilton Investment Co LLC | 10,018 | $413.0K | 0.01% | −4,490−30.9% | Reduced |
| Stokes Family Office, LLC | 10,107 | $417.0K | 0.06% | +1,487+17.3% | Added |
| Susquehanna International Group Ltd. | 10,102 | $417.0K | 0.14% | +10,102 | New |
| Wealth Advisors of Tampa Bay, LLC | 10,200 | $421.0K | 0.23% | −300−2.9% | Reduced |
| Brio Consultants, LLC | 10,217 | $421.0K | 0.11% | +712+7.5% | Added |
| Smith Chas P & Associates Pa Cpas | 10,265 | $423.0K | 0.03% | +214+2.1% | Added |
| Signature Estate & Investment Advisors LLC | 10,257 | $423.0K | 0.02% | +325+3.3% | Added |
| First United Bank Trust | 10,255 | $423.0K | 0.18% | +715+7.5% | Added |
| IFG Advisors, LLC | 10,302 | $425.0K | 0.20% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 10,348 | $426.0K | 0.04% | +211+2.1% | Added |
| Arthur M. Cohen & Associates, LLC | 10,401 | $429.0K | 0.09% | +45+0.4% | Added |
| Kalos Management, Inc. | 10,565 | $430.0K | 0.17% | −1,633−13.4% | Reduced |
| Allegiant Private Advisors, LLC | 10,458 | $431.0K | 0.07% | +4,355+71.4% | Added |
| Odey Asset Management Group Ltd | 10,500 | $433.0K | 0.10% | −73,000−87.4% | Reduced |
| HGI Capital Management, LLC | 10,506 | $433.0K | 0.17% | −4,202−28.6% | Reduced |
| Newport Wealth Strategies, Inc. | 10,504 | $433.0K | 0.25% | +10.0% | Added |
| MONECO Advisors, LLC | 10,530 | $434.0K | 0.20% | +116+1.1% | Added |
| Benedetti & Gucer, Inc. | 10,617 | $437.0K | 0.39% | −1,340−11.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 10,608 | $437.0K | 0.05% | +50.0% | Added |
| Cornerstone Management, Inc. | 10,600 | $437.0K | 0.12% | 00.0% | Unchanged |
| Sara-Bay Financial | 106,535 | $438.0K | 0.17% | +95,900+901.7% | Added |
| Sonata Capital Group Inc | 10,644 | $439.0K | 0.20% | 00.0% | Unchanged |
| Shayne & Co., LLC | 10,700 | $441.0K | 0.25% | 00.0% | Unchanged |
| JT Stratford LLC | 10,685 | $441.0K | 0.14% | +99+0.9% | Added |
| Annapolis Financial Services, LLC | 10,754 | $443.0K | 0.15% | −864−7.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 10,748 | $443.0K | 0.13% | +1,466+15.8% | Added |
| Single Point Partners, LLC | 10,772 | $444.0K | 0.15% | +10,772 | New |
| Colonial River Wealth Management, LLC | 10,796 | $445.0K | 0.32% | +393+3.8% | Added |
| Summit Financial Group Inc | 10,794 | $445.0K | 0.17% | +2,500+30.1% | Added |
| Beech Hill Advisors, Inc. | 10,850 | $447.0K | 0.18% | −9,700−47.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 10,927 | $447.0K | 0.13% | +27+0.2% | Added |
| Cooper/Haims Advisors, LLC | 10,840 | $447.0K | 0.29% | +968+9.8% | Added |
| Humankind Investments LLC | 10,856 | $448.0K | 0.21% | +2,229+25.8% | Added |
| Sustainable Insight Capital Management, LLC | 10,900 | $449.0K | 0.27% | +600+5.8% | Added |
| Valley National Advisers Inc | 10,901 | $449.0K | 0.08% | +1,552+16.6% | Added |
| FFT Wealth Management LLC | 10,898 | $449.0K | 0.10% | +10,898 | New |
| First National Bank of South Miami | 10,948 | $451.0K | 0.31% | +546+5.2% | Added |
| Requisite Capital Management, LLC | 11,037 | $455.0K | 0.08% | −2,000−15.3% | Reduced |
| Heritage Wealth Management, LLC | 11,041 | $455.0K | 0.17% | −1,157−9.5% | Reduced |
| Mirador Capital Partners LP | 11,041 | $455.0K | 0.10% | +484+4.6% | Added |
| Smithbridge Asset Management Inc | 11,064 | $456.0K | 0.15% | +500+4.7% | Added |
| Sonora Investment Management, LLC | 11,064 | $456.0K | 0.06% | +3,527+46.8% | Added |
| Monument Capital Management | 11,093 | $457.0K | 0.16% | +11,093 | New |
| Pure Financial Advisors, Inc. | 11,120 | $458.0K | 0.04% | −194−1.7% | Reduced |
| LVW Advisors, LLC | 11,138 | $459.0K | 0.08% | −1,678−13.1% | Reduced |
| Castle Rock Wealth Management, LLC | 11,140 | $462.0K | 0.17% | −485−4.2% | Reduced |
| Waddell & Associates, LLC | 11,212 | $462.0K | 0.08% | +11,212 | New |
| Sigma Investment Counselors Inc | 11,229 | $463.0K | 0.03% | +91+0.8% | Added |
| Resource Planning Group | 11,263 | $464.0K | 0.27% | +699+6.6% | Added |
| Baker Ellis Asset Management LLC | 11,280 | $465.0K | 0.09% | −400−3.4% | Reduced |
| RiverGlades Family Offices LLC | 11,300 | $466.0K | 0.36% | −1,000−8.1% | Reduced |
| Bangor Savings Bank | 11,290 | $466.0K | 0.05% | +63+0.6% | Added |
| Gratus Capital LLC | 11,307 | $466.0K | 0.05% | +217+2.0% | Added |
| PDS Planning, Inc | 11,342 | $468.0K | 0.11% | +598+5.6% | Added |
| Traphagen Investment Advisors LLC | 11,373 | $468.9K | 0.08% | −1,927−14.5% | Reduced |
| Nations Financial Group Inc, | 11,390 | $470.0K | 0.08% | +5,093+80.9% | Added |
| HBW Advisory Services LLC | 11,418 | $471.0K | 0.12% | −205−1.8% | Reduced |
| Capital City Trust Co | 11,455 | $472.0K | 0.14% | −782−6.4% | Reduced |
| Penserra Capital Management LLC | 11,481 | $473.0K | 0.01% | −537−4.5% | Reduced |
| Segment Wealth Management, LLC | 11,477 | $473.0K | 0.06% | 00.0% | Unchanged |
| Titus Wealth Management | 11,485 | $474.0K | 0.26% | +36+0.3% | Added |
| Centric Wealth Management | 11,562 | $477.0K | 0.17% | −119,758−91.2% | Reduced |
| Rinet Co LLC | 11,558 | $477.0K | 0.09% | −956−7.6% | Reduced |
| KWB Wealth | 12,328 | $477.0K | 0.09% | 00.0% | Unchanged |
| Jacobs & Co | 11,593 | $477.0K | 0.06% | −100−0.9% | Reduced |
| LCNB Corp | 11,598 | $478.0K | 0.24% | +750+6.9% | Added |
| Carl P. Sherr & Co., LLC | 11,649 | $480.0K | 0.33% | +129+1.1% | Added |
| Greenline Partners, LLC | 11,708 | $483.0K | 0.10% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,734 | $484.0K | 0.10% | −115,022−90.7% | Reduced |
| Thrive Capital Management, LLC | 11,731 | $484.0K | 0.38% | +50+0.4% | Added |
| Investors Financial Group, LLC | 11,749 | $484.0K | 0.26% | +204+1.8% | Added |
| Dumont & Blake Investment Advisors LLC | 11,758 | $485.0K | 0.14% | −299−2.5% | Reduced |
| VeraBank, N.A. | 11,781 | $485.0K | 0.29% | −255−2.1% | Reduced |
| Sittner & Nelson, LLC | 11,762 | $485.0K | 0.34% | +1,250+11.9% | Added |
| RMR Wealth Builders | 11,828 | $488.0K | 0.16% | −5,589−32.1% | Reduced |
| Glassman Wealth Services | 11,866 | $489.0K | 0.10% | −183−1.5% | Reduced |
| Triton Wealth Management, PLLC | 11,821 | $491.0K | 0.28% | +100+0.9% | Added |
| Brightworth | 11,904 | $491.0K | 0.04% | +641+5.7% | Added |
| Silver Lake Advisory, LLC | 12,796 | $493.0K | 0.24% | −554−4.1% | Reduced |
| Fieldpoint Private Securities, LLC | 11,892 | $493.0K | 0.11% | +3,320+38.7% | Added |
| BHK Investment Advisors, LLC | 11,980 | $494.0K | 0.20% | −2,020−14.4% | Reduced |