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 |
|---|---|---|---|---|---|
| Benedict Financial Advisors Inc | 17,245 | $711.0K | 0.20% | −6,908−28.6% | Reduced |
| Charter Oak Capital Management, LLC | 17,302 | $713.0K | 0.09% | +666+4.0% | Added |
| DRW Securities, LLC | 17,329 | $714.0K | 0.10% | +11,346+189.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 17,348 | $715.0K | 0.26% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 17,341 | $715.0K | 0.46% | +1,915+12.4% | Added |
| XML Financial, LLC | 17,354 | $716.0K | 0.16% | −759−4.2% | Reduced |
| Madden Securities Corp | 17,410 | $718.0K | 0.38% | +10.0% | Added |
| Menard Financial Group LLC | 17,419 | $718.0K | 0.68% | +3,220+22.7% | Added |
| Day & Ennis, LLC | 17,499 | $721.0K | 0.25% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 17,500 | $722.0K | 0.14% | −2,500−12.5% | Reduced |
| Riversedge Advisors, LLC | 17,534 | $723.0K | 0.26% | +7,929+82.6% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 17,572 | $724.0K | 0.18% | −29−0.2% | Reduced |
| Stableford Capital II LLC | 17,614 | $726.0K | 0.35% | +107+0.6% | Added |
| Magnus Financial Group LLC | 17,614 | $726.0K | 0.16% | +224+1.3% | Added |
| Wealthstar Advisors, LLC | 17,636 | $727.0K | 0.28% | +17,636 | New |
| Beirne Wealth Consulting Services, LLC | 17,755 | $728.0K | 0.40% | +9+0.1% | Added |
| KMG Fiduciary Partners, LLC | 17,666 | $728.0K | 0.13% | +1,603+10.0% | Added |
| BOK Financial Private Wealth, Inc. | 17,648 | $728.0K | 0.06% | +4,645+35.7% | Added |
| IMS Capital Management | 17,725 | $731.0K | 0.43% | +451+2.6% | Added |
| Westhampton Capital, LLC | 17,754 | $732.0K | 0.48% | 00.0% | Unchanged |
| RFG Advisory, LLC | 17,782 | $733.0K | 0.07% | −1,415−7.4% | Reduced |
| WealthTrust Axiom LLC | 17,967 | $740.0K | 0.24% | −600−3.2% | Reduced |
| Clear Investment Research, LLC | 17,996 | $742.0K | 1.24% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 18,031 | $744.0K | 0.22% | −15,085−45.6% | Reduced |
| Congress Park Capital LLC | 18,095 | $746.0K | 0.37% | 00.0% | Unchanged |
| Destination Wealth Management | 18,104 | $746.0K | 0.03% | +3,482+23.8% | Added |
| Rock Creek Group, LP | 18,191 | $750.0K | 0.11% | +5,040+38.3% | Added |
| Capital Planning Advisors, LLC | 18,228 | $752.0K | 0.15% | −26−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 18,267 | $753.0K | 0.68% | −827−4.3% | Reduced |
| Donaldson Capital Management, LLC | 18,266 | $753.0K | 0.04% | +1,245+7.3% | Added |
| SOA Wealth Advisors, LLC. | 18,318 | $755.0K | 0.19% | +60.0% | Added |
| Bartlett & Co. LLC | 18,341 | $756.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18,341 | $756.2K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 18,413 | $759.0K | 0.35% | −149−0.8% | Reduced |
| Gries Financial LLC | 19,874 | $761.0K | 0.24% | −568−2.8% | Reduced |
| Cheviot Value Management, LLC | 18,447 | $761.0K | 0.19% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 18,490 | $762.0K | 0.07% | −700−3.6% | Reduced |
| WealthPLAN Partners, LLC | 18,164 | $762.0K | 0.05% | +596+3.4% | Added |
| Naples Global Advisors, LLC | 18,483 | $762.0K | 0.11% | +1,000+5.7% | Added |
| Lineweaver Wealth Advisors, LLC | 18,482 | $762.0K | 0.25% | +1,071+6.2% | Added |
| Leavell Investment Management, Inc. | 19,749 | $764.0K | 0.06% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 18,535 | $764.0K | 0.05% | +1,126+6.5% | Added |
| Augustine Asset Management Inc | 18,583 | $766.0K | 0.40% | −11,988−39.2% | Reduced |
| Bickling Financial Services, Inc. | 18,599 | $767.0K | 0.35% | +4,238+29.5% | Added |
| Twin Focus Capital Partners, LLC | 18,620 | $768.0K | 0.18% | +4,166+28.8% | Added |
| Insight Advisors, LLC | 20,349 | $772.0K | 0.24% | −12,369−37.8% | Reduced |
| McDonald Partners LLC | 18,716 | $772.0K | 0.18% | −108−0.6% | Reduced |
| GSB Wealth Management, LLC | 18,772 | $774.0K | 0.24% | +10.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $775.0K | 0.06% | −1,500−7.4% | Reduced |
| Cowen and Company, LLC | 18,802 | $775.0K | 0.04% | +8,601+84.3% | Added |
| Main Street Financial Solutions, LLC | 18,830 | $776.0K | 0.13% | +951+5.3% | Added |
| Vaughan David Investments LLC | 18,910 | $780.0K | 0.02% | −2,000−9.6% | Reduced |
| Fca Corp | 18,912 | $780.0K | 0.22% | 00.0% | Unchanged |
| First PREMIER Bank | 18,990 | $783.0K | 0.23% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 19,022 | $784.0K | 0.32% | +1,400+7.9% | Added |
| Hudock, Inc. | 19,044 | $785.0K | 0.23% | +29+0.2% | Added |
| Stanley-Laman Group, Ltd. | 19,095 | $787.0K | 0.11% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 19,185 | $790.0K | 0.22% | −5,203−21.3% | Reduced |
| WNY Asset Management, LLC | 19,164 | $791.0K | 0.28% | +1,959+11.4% | Added |
| Foundations Investment Advisors, LLC | 19,788 | $792.0K | 0.04% | −1,378−6.5% | Reduced |
| Trust Co of Kansas | 19,211 | $792.0K | 0.45% | +19,211 | New |
| Independent Solutions Wealth Management, LLC | 19,227 | $792.7K | 0.19% | +4,364+29.4% | Added |
| Whitener Capital Management, Inc. | 19,282 | $794.0K | 0.32% | −1,476−7.1% | Reduced |
| Legacy Wealth Planning, LLC | 19,318 | $796.0K | 0.91% | −995−4.9% | Reduced |
| Arbor Investment Advisors, LLC | 19,305 | $796.0K | 0.17% | +40.0% | Added |
| St Germain D J Co Inc | 19,300 | $796.0K | 0.05% | +640+3.4% | Added |
| Warren Averett Asset Management, LLC | 19,111 | $796.0K | 0.07% | +3,059+19.1% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 19,324 | $797.0K | 0.87% | −1,730−8.2% | Reduced |
| Telemus Capital, LLC | 19,393 | $800.0K | 0.06% | −3,072−13.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 19,451 | $802.0K | 0.07% | −137,527−87.6% | Reduced |
| Accel Wealth Management | 19,483 | $803.0K | 0.53% | +69+0.4% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 19,473 | $803.0K | 0.26% | +255+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 19,700 | $812.0K | 0.26% | +1,520+8.4% | Added |
| Redwood Investment Management, LLC | 19,719 | $813.0K | 0.13% | +3,225+19.6% | Added |
| Leisure Capital Management | 19,763 | $815.0K | 0.45% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19,756 | $815.0K | 0.11% | +542+2.8% | Added |
| One Wealth Advisors, LLC | 19,768 | $815.0K | 0.26% | +1,770+9.8% | Added |
| BTR Capital Management Inc | 19,791 | $816.0K | 0.10% | +200+1.0% | Added |
| Optas, LLC | 19,846 | $818.0K | 0.23% | −1,954−9.0% | Reduced |
| Hayden Royal, LLC | 19,840 | $818.0K | 0.45% | −270−1.3% | Reduced |
| Truadvice, LLC | 21,565 | $819.0K | 0.18% | +2,316+12.0% | Added |
| TLWM | 20,005 | $821.0K | 0.29% | +154+0.8% | Added |
| Investors Research Corp | 19,939 | $822.0K | 0.28% | −240−1.2% | Reduced |
| AIA Group Ltd | 22,263 | $822.0K | 0.06% | +22,263 | New |
| Sarasin & Partners LLP | 20,000 | $825.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 20,011 | $825.0K | 0.24% | +3,803+23.5% | Added |
| Sargent Investment Group, LLC | 20,023 | $826.0K | 0.20% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 20,040 | $826.0K | 0.16% | +3,025+17.8% | Added |
| Barber Financial Group, Inc. | 20,051 | $827.0K | 0.11% | +62+0.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 20,142 | $830.0K | 0.17% | −6,516−24.4% | Reduced |
| Intellectus Partners, LLC | 20,133 | $830.0K | 0.19% | −1,205−5.6% | Reduced |
| Liberty Wealth Management LLC | 21,032 | $830.0K | 0.32% | +639+3.1% | Added |
| Pin Oak Investment Advisors Inc | 20,147 | $831.0K | 0.85% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 20,148 | $831.0K | 0.56% | +832+4.3% | Added |
| Foresight Wealth Management, LLC | 20,158 | $831.0K | 0.35% | +2,579+14.7% | Added |
| New World Advisors LLC | 20,148 | $831.0K | 0.56% | +20,148 | New |
| Close Asset Management Ltd | 20,200 | $833.0K | 0.04% | −2,250−10.0% | Reduced |
| SPC Financial, Inc. | 20,193 | $833.0K | 0.10% | −360−1.8% | Reduced |
| Keudell/Morrison Wealth Management | 20,306 | $837.0K | 0.46% | +482+2.4% | Added |
| Stock Yards Bank & Trust Co | 20,329 | $839.0K | 0.05% | −814−3.8% | Reduced |