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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 93,861 | $3.87M | 0.68% | −850−0.9% | Reduced |
| Gleason Group, Inc. | 93,562 | $3.86M | 1.40% | +262+0.3% | Added |
| Arden Trust Co | 93,322 | $3.85M | 0.63% | +10,343+12.5% | Added |
| Cubist Systematic Strategies, LLC | 93,277 | $3.85M | 0.04% | −16,734−15.2% | Reduced |
| Van Eck Associates Corp | 92,925 | $3.83M | 0.01% | −2,217,424−96.0% | Reduced |
| Legacy Private Trust Co. | 92,907 | $3.83M | 0.32% | +249+0.3% | Added |
| Meridian Investment Counsel Inc. | 92,424 | $3.81M | 1.34% | +13,500+17.1% | Added |
| EagleClaw Capital Managment, LLC | 91,952 | $3.79M | 0.98% | +7,200+8.5% | Added |
| HighPoint Advisor Group LLC | 91,906 | $3.79M | 0.38% | +18,240+24.8% | Added |
| Stillwater Investment Management, LLC | 91,807 | $3.79M | 1.01% | −844−0.9% | Reduced |
| Plancorp, LLC | 91,803 | $3.79M | 0.30% | −292−0.3% | Reduced |
| Elgethun Capital Management | 91,146 | $3.76M | 1.29% | −27,418−23.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 91,137 | $3.76M | 1.83% | −19,686−17.8% | Reduced |
| Advisors Capital Management, LLC | 91,039 | $3.75M | 0.12% | −13,807−13.2% | Reduced |
| IFP Advisors, Inc | 91,069 | $3.75M | 0.08% | +15,442+20.4% | Added |
| Campbell Newman Asset Management Inc | 90,850 | $3.75M | 0.37% | 00.0% | Unchanged |
| Golden State Equity Partners | 90,842 | $3.75M | 1.45% | +10,374+12.9% | Added |
| Pegasus Asset Management, Inc. | 90,588 | $3.73M | 1.74% | +1,494+1.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 90,348 | $3.73M | 0.84% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 90,261 | $3.72M | 1.13% | +4,896+5.7% | Added |
| Credit Agricole S A | 90,008 | $3.71M | 0.12% | +8,178+10.0% | Added |
| Opus Investment Management Inc | 89,650 | $3.70M | 0.56% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 89,202 | $3.68M | 0.99% | −7,721−8.0% | Reduced |
| Hennessy Advisors Inc | 89,000 | $3.67M | 0.20% | −1,000−1.1% | Reduced |
| Fulcrum Asset Management LLP | – | $3.65M | 1.53% | – | – |
| BKD Wealth Advisors, LLC | 88,390 | $3.64M | 0.17% | −5,931−6.3% | Reduced |
| Meritage Portfolio Management | 88,384 | $3.64M | 0.22% | +489+0.6% | Added |
| Bowling Portfolio Management LLC | 88,223 | $3.64M | 0.81% | +3,733+4.4% | Added |
| Carnegie Capital Asset Management, LLC | 87,961 | $3.63M | 0.14% | +1,769+2.1% | Added |
| Windsor Creek Advisors, LLC | 87,527 | $3.61M | 1.36% | −29,836−25.4% | Reduced |
| American Assets Inc | 87,500 | $3.61M | 1.06% | 00.0% | Unchanged |
| Pecaut & Co. | 87,351 | $3.60M | 2.35% | −5,500−5.9% | Reduced |
| St. Johns Investment Management Company, LLC | 87,136 | $3.59M | 1.95% | −789−0.9% | Reduced |
| 1st Source Bank | 87,169 | $3.59M | 0.23% | +539+0.6% | Added |
| HBK Sorce Advisory LLC | 87,128 | $3.59M | 0.20% | +4,481+5.4% | Added |
| Triangle Securities Wealth Management | 87,036 | $3.59M | 1.21% | −522−0.6% | Reduced |
| London Co of Virginia | 86,947 | $3.58M | 0.02% | +1,473+1.7% | Added |
| Steel Peak Wealth Management LLC | 86,674 | $3.57M | 0.26% | −26,027−23.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.57M | 0.47% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 86,479 | $3.57M | 0.22% | −11,252−11.5% | Reduced |
| Colony Group LLC | 86,283 | $3.56M | 0.07% | +26,005+43.1% | Added |
| Jupiter Wealth Management LLC | 88,372 | $3.55M | 1.70% | −5,766−6.1% | Reduced |
| Patton Albertson Miller Group, LLC | 85,824 | $3.54M | 0.81% | +3,095+3.7% | Added |
| True North Advisors, LLC | 85,754 | $3.54M | 0.74% | 00.0% | Unchanged |
| Community Bank of Raymore | 84,943 | $3.50M | 1.12% | −1,082−1.3% | Reduced |
| Clarius Group, LLC | 84,919 | $3.50M | 0.31% | +680+0.8% | Added |
| Oliver Luxxe Assets LLC | 84,727 | $3.49M | 0.96% | −3,643−4.1% | Reduced |
| Cohen Lawrence B | 84,408 | $3.48M | 1.77% | −3,839−4.4% | Reduced |
| Heron Bay Capital Management | 84,321 | $3.48M | 1.92% | −2,301−2.7% | Reduced |
| AdvisorNet Financial, Inc | 84,158 | $3.47M | 0.23% | +2,024+2.5% | Added |
| Beaton Management Co. Inc. | 84,102 | $3.47M | 2.21% | −175−0.2% | Reduced |
| Mount Vernon Associates Inc | 83,994 | $3.46M | 3.17% | +400.0% | Added |
| Convergence Investment Partners, LLC | 83,834 | $3.46M | 1.49% | −10,985−11.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 83,122 | $3.43M | 0.16% | +16,992+25.7% | Added |
| Altium Wealth Management LLC | 82,899 | $3.42M | 0.25% | −400−0.5% | Reduced |
| Birmingham Capital Management Co Inc | 82,802 | $3.41M | 1.25% | 00.0% | Unchanged |
| Caldwell Trust Co | 82,773 | $3.41M | 0.45% | −2,834−3.3% | Reduced |
| Geneva Partners, LLC | 82,765 | $3.41M | 1.56% | +4,065+5.2% | Added |
| Beaumont Financial Partners, LLC | 82,621 | $3.41M | 0.26% | +1,177+1.4% | Added |
| Duff & Phelps Investment Management Co | 82,040 | $3.38M | 0.04% | −6,960−7.8% | Reduced |
| Geneos Wealth Management Inc. | 82,156 | $3.38M | 0.13% | −25,463−23.7% | Reduced |
| Simplex Trading, LLC | 81,877 | $3.38M | 0.12% | −65,130−44.3% | Reduced |
| First Horizon Advisors, Inc. | 81,880 | $3.37M | 0.18% | −1,854−2.2% | Reduced |
| Brookmont Capital Management | 81,701 | $3.37M | 2.04% | −479−0.6% | Reduced |
| Busey Wealth Management | 81,645 | $3.37M | 0.16% | −30,289−27.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 81,482 | $3.36M | 1.66% | −33,475−29.1% | Reduced |
| Harbour Investments, Inc. | 81,467 | $3.36M | 0.11% | +210+0.3% | Added |
| Neville Rodie & Shaw Inc | 81,442 | $3.36M | 0.26% | +758+0.9% | Added |
| Sentry Investment Management LLC | 80,900 | $3.34M | 0.85% | +8,575+11.9% | Added |
| TrinityPoint Wealth, LLC | 80,755 | $3.33M | 0.68% | −7,894−8.9% | Reduced |
| Aull & Monroe Investment Management Corp | 80,700 | $3.33M | 1.58% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 80,254 | $3.31M | 0.96% | 00.0% | Unchanged |
| Cutler Group LP | 80,071 | $3.30M | 0.24% | +1,352+1.7% | Added |
| Bouvel Investment Partners, LLC | 79,822 | $3.29M | 1.86% | +2,821+3.7% | Added |
| Q Capital Solutions | 79,700 | $3.29M | 2.47% | −17,650−18.1% | Reduced |
| Gladstone Institutional Advisory LLC | 79,569 | $3.28M | 0.39% | +15,579+24.3% | Added |
| 6 Meridian | 79,288 | $3.27M | 0.26% | −2,850−3.5% | Reduced |
| Wintrust Investments LLC | 79,263 | $3.27M | 0.34% | +79,263 | New |
| Parcion Private Wealth LLC | 78,611 | $3.24M | 0.32% | −600−0.8% | Reduced |
| Corient Capital Partners, LLC | 78,570 | $3.24M | 0.24% | +8,158+11.6% | Added |
| Rollins Financial | 78,179 | $3.22M | 1.17% | +57,051+270.0% | Added |
| Sutton Wealth Advisors Inc. | 77,863 | $3.21M | 1.17% | +10.0% | Added |
| Redwood Grove Capital, LLC | 77,400 | $3.19M | 1.72% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 77,251 | $3.19M | 1.24% | +9,081+13.3% | Added |
| ProVise Management Group, LLC | 77,116 | $3.18M | 0.32% | −2,090−2.6% | Reduced |
| Savant Capital, LLC | 77,020 | $3.18M | 0.13% | +1,756+2.3% | Added |
| Edge Wealth Management LLC | 76,966 | $3.17M | 0.64% | +16,701+27.7% | Added |
| Coastline Trust Co | 76,461 | $3.15M | 0.39% | −1,095−1.4% | Reduced |
| Richard P Slaughter Associates Inc | 76,150 | $3.14M | 1.21% | −611−0.8% | Reduced |
| Cadence Bank NA | 76,021 | $3.13M | 0.94% | +420+0.6% | Added |
| SeaBridge Investment Advisors LLC | 75,837 | $3.13M | 1.01% | −1,234−1.6% | Reduced |
| Welch Group, LLC | 75,707 | $3.12M | 0.21% | +548+0.7% | Added |
| AlphaCrest Capital Management LLC | 75,569 | $3.12M | 0.13% | +11,404+17.8% | Added |
| Alps Advisors Inc | 75,547 | $3.12M | 0.03% | −3,922−4.9% | Reduced |
| Check Capital Management Inc | 75,332 | $3.11M | 0.26% | −513−0.7% | Reduced |
| Legacy Capital Partners, Inc. | 75,275 | $3.10M | 1.11% | −528−0.7% | Reduced |
| Phoenix Holdings Ltd. | 75,100 | $3.09M | 0.06% | −10,196−12.0% | Reduced |
| Triasima Portfolio Management inc. | 74,750 | $3.08M | 0.15% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 74,511 | $3.07M | 0.84% | −752−1.0% | Reduced |
| Horiko Capital Management LLC | 74,219 | $3.06M | 1.28% | −52,878−41.6% | Reduced |