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 |
|---|---|---|---|---|---|
| Sawgrass Asset Management LLC | 30,711 | $1.27M | 0.11% | +300+1.0% | Added |
| Krilogy Financial LLC | 30,669 | $1.26M | 0.13% | +1,386+4.7% | Added |
| Mission Wealth Management, LP | 30,637 | $1.26M | 0.07% | +1,957+6.8% | Added |
| Bragg Financial Advisors, Inc | 30,575 | $1.26M | 0.08% | +4,646+17.9% | Added |
| CPWM, LLC | 30,528 | $1.26M | 0.09% | −44−0.1% | Reduced |
| BBR Partners, LLC | 30,491 | $1.26M | 0.10% | −1,596−5.0% | Reduced |
| Marcum Wealth, LLC | 30,454 | $1.26M | 0.20% | +1,063+3.6% | Added |
| Highlander Capital Management, LLC | 30,344 | $1.25M | 0.62% | −11,342−27.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 30,135 | $1.24M | 0.19% | −18,509−38.0% | Reduced |
| Kidder Stephen W | 30,065 | $1.24M | 0.38% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $1.24M | 0.53% | −77,000−72.0% | Reduced |
| Canvas Wealth Advisors, LLC | 30,001 | $1.24M | 0.55% | +355+1.2% | Added |
| Viking Fund Management LLC | 30,000 | $1.24M | 0.35% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 29,992 | $1.24M | 0.56% | +525+1.8% | Added |
| Oder Investment Management, LLC | 29,887 | $1.23M | 1.61% | −1,577−5.0% | Reduced |
| Alpha Omega Wealth Management LLC | 29,861 | $1.23M | 0.20% | +39+0.1% | Added |
| Ullmann Financial Group, Inc. | 29,754 | $1.23M | 0.51% | −1,345−4.3% | Reduced |
| Spirit of America Management Corp | 29,600 | $1.22M | 0.26% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 29,549 | $1.22M | 0.01% | +29,549 | New |
| Heartland Bank & Trust Co | 29,526 | $1.22M | 1.12% | −3,262−9.9% | Reduced |
| Avantax Planning Partners, Inc. | 29,480 | $1.22M | 0.06% | +5,520+23.0% | Added |
| 55I, LLC | 29,487 | $1.22M | 0.04% | +12,624+74.9% | Added |
| Strategic Investment Advisors | 29,381 | $1.21M | 0.28% | +9,691+49.2% | Added |
| American Research & Management Co. | 29,284 | $1.21M | 0.28% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 29,254 | $1.21M | 0.26% | −502−1.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 29,253 | $1.21M | 0.01% | +767+2.7% | Added |
| Optimum Investment Advisors | 28,997 | $1.20M | 0.37% | −700−2.4% | Reduced |
| Private Capital Group, LLC | 29,003 | $1.20M | 0.27% | +1,120+4.0% | Added |
| Mark Stevens | 28,971 | $1.20M | 0.13% | +2,716+10.3% | Added |
| First National Bank of Omaha | 30,852 | $1.19M | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28,894 | $1.19M | 0.12% | +1,909+7.1% | Added |
| OPSEU Pension Plan Trust Fund | 28,863 | $1.19M | 0.31% | +28,863 | New |
| Founders Capital Management, LLC | 28,850 | $1.19M | 0.29% | +635+2.3% | Added |
| Biltmore Family Office, LLC | 28,814 | $1.19M | 0.34% | +30.0% | Added |
| GoalVest Advisory LLC | 28,779 | $1.19M | 0.74% | +6,794+30.9% | Added |
| Wealth Architects, LLC | 28,759 | $1.19M | 0.23% | −474−1.6% | Reduced |
| Wrapmanager Inc | 28,580 | $1.18M | 0.30% | −6,039−17.4% | Reduced |
| Altavista Wealth Management, Inc. | 28,557 | $1.18M | 0.26% | −514−1.8% | Reduced |
| Summit Trail Advisors, LLC | 28,538 | $1.18M | 0.10% | +28,538 | New |
| Patriot Financial Group Insurance Agency, LLC | 28,478 | $1.17M | 0.21% | +3,985+16.3% | Added |
| Wealth Alliance | 28,366 | $1.17M | 0.28% | −259−0.9% | Reduced |
| TCW Group Inc | 28,356 | $1.17M | 0.01% | −12,750−31.0% | Reduced |
| Sargent Bickham Lagudis LLC | 28,343 | $1.17M | 0.10% | +1,311+4.8% | Added |
| Greenwich Wealth Management LLC | 28,264 | $1.17M | 0.10% | −468−1.6% | Reduced |
| KG&L Capital Management,LLC | 28,231 | $1.16M | 0.53% | −79,027−73.7% | Reduced |
| Dakota Wealth Management | 28,178 | $1.16M | 0.14% | +28,178 | New |
| Monterey Private Wealth, Inc. | 28,147 | $1.16M | 0.67% | +746+2.7% | Added |
| Roman Butler Fullerton & Co | 28,048 | $1.16M | 0.56% | +287+1.0% | Added |
| NBT Bank N A | 27,913 | $1.15M | 0.16% | −1,825−6.1% | Reduced |
| Annandale Capital, LLC | 27,852 | $1.15M | 0.69% | +612+2.2% | Added |
| Vista Wealth Management Group, LLC | 27,665 | $1.14M | 0.26% | +1,682+6.5% | Added |
| Rosenbaum Jay D. | 27,640 | $1.14M | 1.89% | −150−0.5% | Reduced |
| Oakworth Capital, Inc. | 27,633 | $1.14M | 0.11% | −4,347−13.6% | Reduced |
| Aaron Wealth Advisors | 27,549 | $1.14M | 0.37% | −173−0.6% | Reduced |
| Vigilare Wealth Management | 27,539 | $1.14M | 0.69% | +3,716+15.6% | Added |
| Weik Capital Management | 27,500 | $1.13M | 0.44% | −450−1.6% | Reduced |
| Gsa Capital Partners LLP | 27,493 | $1.13M | 0.13% | +27,493 | New |
| Founders Financial Securities LLC | 27,468 | $1.13M | 0.22% | +3,324+13.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 27,388 | $1.13M | 0.06% | −538−1.9% | Reduced |
| Covenant Multifamily Offices, LLC | 27,099 | $1.12M | 0.20% | +8,972+49.5% | Added |
| Red Cedar Capital, LLC | 26,947 | $1.11M | 0.70% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 26,855 | $1.11M | 0.60% | −1,500−5.3% | Reduced |
| Patron Partners Advisors, LLC | 26,821 | $1.10M | 0.83% | −1,211−4.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,786 | $1.10M | 0.28% | +26,786 | New |
| LBMC Investment Advisors, LLC | 26,725 | $1.10M | 0.10% | +52+0.2% | Added |
| Keystone Financial Group | 26,676 | $1.10M | 0.20% | −100.0% | Reduced |
| Strategic Wealth Management Group, LLC | 26,587 | $1.10M | 0.40% | −27−0.1% | Reduced |
| HNP Capital LLC | 26,478 | $1.09M | 0.29% | +300+1.1% | Added |
| Vectors Research Management, LLC | 26,478 | $1.09M | 0.28% | +600+2.3% | Added |
| Stony Point Wealth Management Inc. | 26,345 | $1.09M | 0.70% | −65−0.2% | Reduced |
| Allen Capital Group, LLC | 26,327 | $1.08M | 0.22% | +902+3.5% | Added |
| Cubic Asset Management, LLC | 26,263 | $1.08M | 0.27% | +690+2.7% | Added |
| Cornerstone Wealth Management, LLC | 26,239 | $1.08M | 0.11% | −6,195−19.1% | Reduced |
| First Command Bank | 26,230 | $1.08M | 0.12% | −2,950−10.1% | Reduced |
| First Command Financial Services, Inc. | 26,230 | $1.08M | 0.12% | −2,950−10.1% | Reduced |
| BerganKDV Wealth Management, LLC | 26,207 | $1.08M | 0.13% | −1,135−4.2% | Reduced |
| Gradient Capital Advisors, LLC | 26,227 | $1.08M | 0.51% | +41+0.2% | Added |
| RMB Capital Management, LLC | 26,066 | $1.07M | 0.04% | +239+0.9% | Added |
| Quadrant Private Wealth Management, LLC | 26,030 | $1.07M | 0.44% | −259−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 26,008 | $1.07M | 0.43% | +139+0.5% | Added |
| TCI Wealth Advisors, Inc. | 25,991 | $1.07M | 0.19% | +2,407+10.2% | Added |
| Wellington Shields Capital Management, LLC | 25,970 | $1.07M | 0.13% | −2,000−7.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 25,964 | $1.07M | 0.25% | +66+0.3% | Added |
| Capital Asset Advisory Services LLC | 25,891 | $1.07M | 0.12% | −1,874−6.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,863 | $1.07M | 0.10% | 00.0% | Unchanged |
| GFG Capital, LLC | 25,857 | $1.07M | 0.32% | +43+0.2% | Added |
| Mattern Wealth Management LLC | 28,094 | $1.06M | 0.34% | +1,893+7.2% | Added |
| Worth Venture Partners, LLC | 25,842 | $1.06M | 0.40% | +6,613+34.4% | Added |
| Hobart Private Capital, LLC | 25,818 | $1.06M | 0.44% | −480−1.8% | Reduced |
| Cim Investment Mangement Inc | 25,747 | $1.06M | 0.33% | −13,312−34.1% | Reduced |
| Golden State Wealth Management, LLC | 25,740 | $1.06M | 0.23% | +2,094+8.9% | Added |
| Evoke Wealth, LLC | 25,685 | $1.06M | 0.04% | −955−3.6% | Reduced |
| Rossmore Private Capital | 25,536 | $1.05M | 0.18% | −511−2.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 25,459 | $1.05M | 0.26% | −117−0.5% | Reduced |
| Pictet Bank & Trust Ltd | 25,409 | $1.05M | 0.59% | −12,100−32.3% | Reduced |
| Lathrop Investment Management Corp | 25,415 | $1.05M | 0.22% | −769−2.9% | Reduced |
| Sippican Capital Advisors | 25,395 | $1.05M | 0.91% | −350−1.4% | Reduced |
| Level Four Advisory Services, LLC | 25,360 | $1.05M | 0.07% | −15,415−37.8% | Reduced |
| Arkadios Wealth Advisors | 25,390 | $1.05M | 0.13% | +2,251+9.7% | Added |
| Perpetual Investment Management Ltd | 25,300 | $1.04M | 0.15% | −7,800−23.6% | Reduced |