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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| New World Advisors LLC | 20,148 | $831.0K | 0.56% | +20,148 | New |
| 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 |
| Barber Financial Group, Inc. | 20,051 | $827.0K | 0.11% | +62+0.3% | 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 |
| 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 |
| 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 |
| TLWM | 20,005 | $821.0K | 0.29% | +154+0.8% | Added |
| Truadvice, LLC | 21,565 | $819.0K | 0.18% | +2,316+12.0% | 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 |
| BTR Capital Management Inc | 19,791 | $816.0K | 0.10% | +200+1.0% | 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 |
| Redwood Investment Management, LLC | 19,719 | $813.0K | 0.13% | +3,225+19.6% | Added |
| Cary Street Partner Investment Advisory LLC | 19,700 | $812.0K | 0.26% | +1,520+8.4% | Added |
| 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 |
| Knights of Columbus Asset Advisors LLC | 19,451 | $802.0K | 0.07% | −137,527−87.6% | Reduced |
| Telemus Capital, LLC | 19,393 | $800.0K | 0.06% | −3,072−13.7% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 19,324 | $797.0K | 0.87% | −1,730−8.2% | 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 |
| Whitener Capital Management, Inc. | 19,282 | $794.0K | 0.32% | −1,476−7.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 19,227 | $792.7K | 0.19% | +4,364+29.4% | 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 |
| WNY Asset Management, LLC | 19,164 | $791.0K | 0.28% | +1,959+11.4% | Added |
| Great Diamond Partners, LLC | 19,185 | $790.0K | 0.22% | −5,203−21.3% | Reduced |
| Stanley-Laman Group, Ltd. | 19,095 | $787.0K | 0.11% | 00.0% | Unchanged |
| Hudock, Inc. | 19,044 | $785.0K | 0.23% | +29+0.2% | Added |
| Enterprise Trust & Investment Co | 19,022 | $784.0K | 0.32% | +1,400+7.9% | Added |
| First PREMIER Bank | 18,990 | $783.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Main Street Financial Solutions, LLC | 18,830 | $776.0K | 0.13% | +951+5.3% | 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 |
| GSB Wealth Management, LLC | 18,772 | $774.0K | 0.24% | +10.0% | 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 |
| Twin Focus Capital Partners, LLC | 18,620 | $768.0K | 0.18% | +4,166+28.8% | Added |
| Bickling Financial Services, Inc. | 18,599 | $767.0K | 0.35% | +4,238+29.5% | Added |
| Augustine Asset Management Inc | 18,583 | $766.0K | 0.40% | −11,988−39.2% | Reduced |
| 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 |
| 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 |
| 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 |
| Tiemann Investment Advisors, LLC | 18,413 | $759.0K | 0.35% | −149−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,341 | $756.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 18,341 | $756.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18,318 | $755.0K | 0.19% | +60.0% | Added |
| 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 |
| Capital Planning Advisors, LLC | 18,228 | $752.0K | 0.15% | −26−0.1% | Reduced |
| Rock Creek Group, LP | 18,191 | $750.0K | 0.11% | +5,040+38.3% | Added |
| 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 |
| Acorn Financial Advisory Services Inc | 18,031 | $744.0K | 0.22% | −15,085−45.6% | Reduced |
| Clear Investment Research, LLC | 17,996 | $742.0K | 1.24% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 17,967 | $740.0K | 0.24% | −600−3.2% | Reduced |
| RFG Advisory, LLC | 17,782 | $733.0K | 0.07% | −1,415−7.4% | Reduced |
| Westhampton Capital, LLC | 17,754 | $732.0K | 0.48% | 00.0% | Unchanged |
| IMS Capital Management | 17,725 | $731.0K | 0.43% | +451+2.6% | Added |
| 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 |
| Wealthstar Advisors, LLC | 17,636 | $727.0K | 0.28% | +17,636 | New |
| 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 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 17,572 | $724.0K | 0.18% | −29−0.2% | Reduced |
| Riversedge Advisors, LLC | 17,534 | $723.0K | 0.26% | +7,929+82.6% | Added |
| Brasada Capital Management, LP | 17,500 | $722.0K | 0.14% | −2,500−12.5% | Reduced |
| Day & Ennis, LLC | 17,499 | $721.0K | 0.25% | 00.0% | Unchanged |
| 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 |
| XML Financial, LLC | 17,354 | $716.0K | 0.16% | −759−4.2% | Reduced |
| 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 |
| DRW Securities, LLC | 17,329 | $714.0K | 0.10% | +11,346+189.6% | Added |
| Charter Oak Capital Management, LLC | 17,302 | $713.0K | 0.09% | +666+4.0% | Added |
| Benedict Financial Advisors Inc | 17,245 | $711.0K | 0.20% | −6,908−28.6% | Reduced |
| First Citizens Financial Corp | 17,187 | $709.0K | 0.54% | −35−0.2% | Reduced |
| Harbor Financial Services, LLC | 17,196 | $709.0K | 0.30% | +566+3.4% | Added |
| Johanson Financial Advisors, Inc. | 18,229 | $708.0K | 0.24% | −120−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 17,176 | $708.0K | 0.13% | −193−1.1% | Reduced |
| Northstar Investment Advisors LLC | 18,400 | $706.0K | 0.09% | +400+2.2% | Added |
| Telemetry Investments, L.L.C. | 17,000 | $701.0K | 0.98% | −3,000−15.0% | Reduced |
| O'Neil Global Advisors, Inc. | 17,012 | $701.0K | 0.22% | +5,012+41.8% | Added |