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 |
|---|---|---|---|---|---|
| Princeton Portfolio Strategies Group LLC | 38,410 | $1.58M | 0.31% | −11,320−22.8% | Reduced |
| Wambolt & Associates, LLC | 38,116 | $1.58M | 0.67% | +1,770+4.9% | Added |
| Nicholas Hoffman & Company, LLC. | 38,305 | $1.58M | 0.28% | +4,932+14.8% | Added |
| Warther Private Wealth, LLC | 38,008 | $1.58M | 1.53% | +38,008 | New |
| Royal Harbor Partners, LLC | 38,211 | $1.57M | 1.05% | −723−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,188 | $1.57M | 0.10% | +12,753+50.1% | Added |
| NorthRock Partners, LLC | 38,031 | $1.57M | 0.13% | +3,549+10.3% | Added |
| InTrack Investment Management Inc | 39,115 | $1.57M | 1.23% | +5,275+15.6% | Added |
| Visionary Wealth Advisors | 37,947 | $1.56M | 0.16% | +483+1.3% | Added |
| Bank Hapoalim BM | 37,883 | $1.56M | 0.18% | −3,565−8.6% | Reduced |
| Ibex Wealth Advisors | 37,786 | $1.56M | 0.31% | +1,569+4.3% | Added |
| Schulhoff & Co Inc | 37,687 | $1.55M | 0.69% | +119+0.3% | Added |
| Octavia Wealth Advisors, LLC | 37,584 | $1.55M | 0.41% | −1,075−2.8% | Reduced |
| Financial Architects, Inc | 37,575 | $1.55M | 0.22% | +1,120+3.1% | Added |
| Financial Advocates Investment Management | 37,501 | $1.55M | 0.11% | −142−0.4% | Reduced |
| Garner Asset Management Corp | 37,481 | $1.54M | 0.75% | +251+0.7% | Added |
| Barings LLC | 37,434 | $1.54M | 0.04% | −82,603−68.8% | Reduced |
| City Holding Co | 37,434 | $1.54M | 0.27% | −6,746−15.3% | Reduced |
| Aspen Investment Management Inc | 37,273 | $1.54M | 0.80% | −26−0.1% | Reduced |
| Burleson & Company, LLC | 37,145 | $1.53M | 0.23% | −1,677−4.3% | Reduced |
| First Foundation Advisors | 37,053 | $1.53M | 0.06% | −6,155−14.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 36,965 | $1.52M | 0.32% | −377−1.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 36,677 | $1.51M | 0.49% | −550−1.5% | Reduced |
| Pegasus Partners Ltd. | 36,586 | $1.51M | 0.29% | −2,478−6.3% | Reduced |
| DFPG Investments, LLC | 37,798 | $1.51M | 0.57% | +3,133+9.0% | Added |
| Novak Financial Planning, LLC | 36,388 | $1.50M | 0.73% | −170−0.5% | Reduced |
| Aspiriant, LLC | 36,360 | $1.50M | 0.08% | +1,232+3.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 36,277 | $1.50M | 0.37% | −155−0.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.50M | 0.47% | 00.0% | Unchanged |
| Washington Capital Management Inc | 36,165 | $1.49M | 1.81% | −1,365−3.6% | Reduced |
| Abacus Planning Group, Inc. | 36,032 | $1.49M | 0.45% | +50.0% | Added |
| FinTrust Capital Advisors, LLC | 36,029 | $1.49M | 0.39% | +9,327+34.9% | Added |
| Blue Edge Capital, LLC | 36,000 | $1.48M | 0.31% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 35,988 | $1.48M | 0.08% | −1,370−3.7% | Reduced |
| ZWJ Investment Counsel Inc | 35,906 | $1.48M | 0.09% | −92,220−72.0% | Reduced |
| Wittenberg Investment Management, Inc. | 35,863 | $1.48M | 0.60% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 35,845 | $1.48M | 0.48% | −210−0.6% | Reduced |
| Pinnacle Holdings, LLC | 35,748 | $1.47M | 0.68% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 35,602 | $1.47M | 0.97% | +9,545+36.6% | Added |
| Brooks, Moore & Associates, Inc. | 35,456 | $1.46M | 0.93% | +600+1.7% | Added |
| CRA Financial Services, LLC | 35,386 | $1.46M | 0.51% | +350+1.0% | Added |
| Proficio Capital Partners LLC | 35,262 | $1.45M | 0.18% | +1,841+5.5% | Added |
| Samalin Investment Counsel, LLC | 35,202 | $1.45M | 0.94% | −1,857−5.0% | Reduced |
| Apriem Advisors | 35,189 | $1.45M | 0.22% | −980−2.7% | Reduced |
| Community Bank, N.A. | 35,150 | $1.45M | 0.17% | −940−2.6% | Reduced |
| Parisi Gray Wealth Management | 35,117 | $1.45M | 0.53% | −229−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 35,109 | $1.45M | 0.38% | −626−1.8% | Reduced |
| KLCM Advisors, Inc. | 35,043 | $1.45M | 0.32% | −303,011−89.6% | Reduced |
| DCM Advisors, LLC | 35,031 | $1.44M | 0.82% | +1,931+5.8% | Added |
| Mathes Company, Inc. | 35,000 | $1.44M | 0.52% | −143−0.4% | Reduced |
| United Services Automobile Association | 34,981 | $1.44M | 0.03% | −19,727−36.1% | Reduced |
| Kingfisher Capital LLC | 34,965 | $1.44M | 0.37% | −434−1.2% | Reduced |
| Princeton Capital Management LLC | 34,929 | $1.44M | 0.45% | +1,400+4.2% | Added |
| Lake Street Financial LLC | 34,505 | $1.43M | 0.36% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 34,727 | $1.43M | 0.46% | +1,772+5.4% | Added |
| Brandywine Oak Private Wealth LLC | 34,643 | $1.43M | 0.17% | +9,025+35.2% | Added |
| Jones Road Capital Management, L.P. | 34,600 | $1.43M | 0.92% | −27,400−44.2% | Reduced |
| Meridian Wealth Management, LLC | 34,257 | $1.41M | 0.18% | −4,948−12.6% | Reduced |
| IFG Advisory, LLC | 33,952 | $1.40M | 0.16% | −3,200−8.6% | Reduced |
| Citadel Investment Advisory, Inc. | 33,921 | $1.40M | 0.87% | −380−1.1% | Reduced |
| Sunbelt Securities, Inc. | 36,809 | $1.40M | 0.25% | −180.0% | Reduced |
| M&R Capital Management Inc | 33,865 | $1.40M | 0.32% | +1,372+4.2% | Added |
| Roosevelt Investment Group LLC | 33,679 | $1.39M | 0.08% | +500+1.5% | Added |
| Toth Financial Advisory Corp | 33,646 | $1.39M | 0.21% | +5,047+17.6% | Added |
| Buckhead Capital Management LLC | 33,481 | $1.38M | 0.31% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 33,179 | $1.38M | 0.13% | +1,243+3.9% | Added |
| Pendal Group Limited | 33,353 | $1.38M | 0.01% | −511−1.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 33,226 | $1.37M | 0.03% | −850−2.5% | Reduced |
| Kdi Capital Partners LLC | 33,000 | $1.36M | 0.45% | +33,000 | New |
| Kiley Juergens Wealth Management, LLC | 32,915 | $1.36M | 0.62% | −420−1.3% | Reduced |
| Banyan Capital Management, Inc. | 32,913 | $1.36M | 0.84% | 00.0% | Unchanged |
| Eos Management, L.P. | 32,884 | $1.36M | 0.72% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 34,978 | $1.35M | 0.82% | 00.0% | Unchanged |
| X-Square Capital, LLC | 32,903 | $1.35M | 0.64% | +2,301+7.5% | Added |
| S.A. Mason LLC | 32,694 | $1.35M | 0.93% | +50.0% | Added |
| RSM US Wealth Management LLC | 32,671 | $1.35M | 0.07% | −36−0.1% | Reduced |
| Atlas Brown,Inc. | 32,485 | $1.34M | 0.58% | +3,699+12.8% | Added |
| Stonnington Group, LLC | 34,353 | $1.33M | 0.30% | −100−0.3% | Reduced |
| Curated Wealth Partners LLC | 32,265 | $1.33M | 0.72% | +1,853+6.1% | Added |
| Coastal Bridge Advisors, LLC | 32,243 | $1.33M | 0.27% | +182+0.6% | Added |
| Physicians Financial Services, Inc. | 32,176 | $1.33M | 0.54% | −1,765−5.2% | Reduced |
| Cottage Street Advisors LLC | 32,098 | $1.32M | 0.79% | +221+0.7% | Added |
| McLean Asset Management Corp | 34,851 | $1.32M | 0.59% | −126−0.4% | Reduced |
| Capital International Sarl | 31,977 | $1.32M | 0.11% | −3,472−9.8% | Reduced |
| Nachman Norwood & Parrott, Inc | 31,931 | $1.32M | 0.13% | −172−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 31,756 | $1.31M | 0.16% | −12,341−28.0% | Reduced |
| IPG Investment Advisors LLC | 31,642 | $1.30M | 0.38% | −1,000−3.1% | Reduced |
| Smith, Salley & Associates | 31,571 | $1.30M | 0.11% | +12,329+64.1% | Added |
| Sciencast Management LP | 32,363 | $1.29M | 0.27% | +32,363 | New |
| CWA Asset Management Group, LLC | 31,131 | $1.29M | 0.10% | +6,027+24.0% | Added |
| Eastern Bank | 31,333 | $1.29M | 0.06% | +2,185+7.5% | Added |
| Stonebridge Capital Advisors LLC | 31,311 | $1.29M | 0.16% | +242+0.8% | Added |
| Granite Investment Partners, LLC | 31,148 | $1.28M | 0.04% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,029 | $1.28M | 0.05% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 31,004 | $1.28M | 0.19% | 00.0% | Unchanged |
| Cowa, LLC | 31,109 | $1.27M | 0.79% | +105+0.3% | Added |
| Orion Capital Management LLC | 30,864 | $1.27M | 0.79% | +400+1.3% | Added |
| Optimal Asset Management, Inc. | 30,846 | $1.27M | 0.15% | −90.0% | Reduced |
| Peoples Bank | 30,785 | $1.27M | 0.67% | +1,114+3.8% | Added |
| Clearview Wealth Advisors LLC | 30,746 | $1.27M | 0.78% | −56−0.2% | Reduced |