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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 16,974 | $700.0K | 0.04% | −209−1.2% | Reduced |
| Headinvest, LLC | 16,961 | $699.0K | 0.13% | −600−3.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 16,971 | $699.0K | 0.42% | +20.0% | Added |
| HYA Advisors, Inc | 16,911 | $697.0K | 0.29% | +31+0.2% | Added |
| Oxbow Advisors, LLC | 16,893 | $696.0K | 0.07% | +1,000+6.3% | Added |
| Ausdal Financial Partners, Inc. | 16,845 | $695.0K | 0.11% | −992−5.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,836 | $694.0K | 0.11% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 16,750 | $691.0K | 0.31% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 16,737 | $690.0K | 0.28% | −1,444−7.9% | Reduced |
| AXS Investments LLC | 16,667 | $687.0K | 0.21% | +835+5.3% | Added |
| Adirondack Trust Co | 16,649 | $686.0K | 0.35% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 16,601 | $683.0K | 0.10% | +30.0% | Added |
| Iowa State Bank | 16,561 | $683.0K | 0.19% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 16,513 | $681.0K | 0.43% | −4,501−21.4% | Reduced |
| Omnia Family Wealth, LLC | 16,518 | $681.0K | 0.44% | +10+0.1% | Added |
| Everhart Financial Group, Inc. | 16,467 | $679.0K | 0.47% | +1,924+13.2% | Added |
| Rappaport Reiches Capital Management, LLC | 16,465 | $678.9K | 0.71% | +16,465 | New |
| Pallas Capital Advisors LLC | 17,626 | $675.0K | 0.09% | +17,626 | New |
| Encompass Wealth Advisors, LLC | 16,332 | $673.0K | 0.17% | −1,524−8.5% | Reduced |
| Emerald Advisors, LLC | 16,292 | $672.0K | 0.21% | +105+0.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 16,294 | $672.0K | 0.50% | +16,294 | New |
| Abacus Wealth Partners, LLC | 16,298 | $671.9K | 0.26% | +60.0% | Added |
| Calton & Associates, Inc. | 16,217 | $670.0K | 0.13% | −675−4.0% | Reduced |
| Sky Investment Group LLC | 16,252 | $670.0K | 0.15% | +154+1.0% | Added |
| Mountain Pacific Investment Advisers Inc | 16,220 | $669.0K | 0.04% | −1,400−7.9% | Reduced |
| Adell Harriman & Carpenter Inc | 16,194 | $667.7K | 0.07% | −300−1.8% | Reduced |
| Firethorn Wealth Partners, LLC | 16,138 | $665.0K | 0.56% | −467−2.8% | Reduced |
| Enterprise Financial Services Corp | 16,132 | $665.0K | 0.11% | +74+0.5% | Added |
| Resource Management, LLC | 16,128 | $665.0K | 0.08% | +155+1.0% | Added |
| Hall Capital Management Co Inc | 16,123 | $665.0K | 0.43% | +16,123 | New |
| HighTower Trust Services, LTA | 16,069 | $663.0K | 0.08% | −6,668−29.3% | Reduced |
| Navis Wealth Advisors, LLC | 16,075 | $663.0K | 0.56% | +38+0.2% | Added |
| HHM Wealth Advisors, LLC | 16,051 | $662.0K | 0.18% | −237−1.5% | Reduced |
| Pointe Capital Management LLC | 16,029 | $661.0K | 0.46% | +413+2.6% | Added |
| Fairfield, Bush & Co. | 16,004 | $660.0K | 0.18% | −1,100−6.4% | Reduced |
| WealthShield Partners, LLC | 16,005 | $660.0K | 0.10% | −251−1.5% | Reduced |
| Geller Advisors LLC | 15,956 | $658.0K | 0.14% | −838−5.0% | Reduced |
| Shoker Investment Counsel, Inc. | 15,965 | $658.0K | 0.33% | +26+0.2% | Added |
| Trinity Financial Advisors LLC | 15,950 | $658.0K | 0.46% | +15,950 | New |
| Cypress Wealth Services, LLC | 15,871 | $654.0K | 0.18% | −1,460−8.4% | Reduced |
| Virtue Capital Management, LLC | 15,853 | $654.0K | 0.13% | +1,427+9.9% | Added |
| Albert D Mason Inc | 15,840 | $653.0K | 0.40% | +695+4.6% | Added |
| Legacy Financial Advisors, Inc. | 15,832 | $653.0K | 0.17% | +1,445+10.0% | Added |
| Axiom Investment Management LLC | 15,734 | $651.0K | 0.50% | −4,017−20.3% | Reduced |
| Sheets Smith Wealth Management | 15,789 | $651.0K | 0.09% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 15,783 | $651.0K | 1.30% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 15,769 | $650.0K | 0.05% | +1,542+10.8% | Added |
| Barry Investment Advisors, LLC | 15,722 | $648.0K | 0.17% | −466−2.9% | Reduced |
| Harvey Investment Co LLC | 15,686 | $647.0K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 15,696 | $647.0K | 0.12% | +288+1.9% | Added |
| Keel Point, LLC | 15,696 | $647.0K | 0.08% | +368+2.4% | Added |
| Kings Point Capital Management | 15,675 | $646.0K | 0.06% | +2,231+16.6% | Added |
| Charles Schwab Trust Co | 15,636 | $645.0K | 0.13% | −132−0.8% | Reduced |
| Sunflower Bank, N.A. | 15,656 | $645.0K | 0.10% | +191+1.2% | Added |
| Delta Asset Management LLC | 15,577 | $642.0K | 0.06% | −81−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,520 | $640.0K | 0.09% | +1,300+9.1% | Added |
| West Paces Advisors Inc. | 15,491 | $638.7K | 0.23% | +311+2.0% | Added |
| Landmark Financial Advisors, LLC | 15,478 | $638.0K | 0.31% | +183+1.2% | Added |
| Peoples Financial Services Corp. | 15,400 | $635.0K | 0.27% | +1,450+10.4% | Added |
| Spinnaker Trust | 15,374 | $634.0K | 0.04% | −2,882−15.8% | Reduced |
| Aviance Capital Partners, LLC | 15,379 | $634.0K | 0.11% | −801−5.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,344 | $633.0K | 0.39% | +182+1.2% | Added |
| Crawford Investment Counsel Inc | 15,323 | $632.0K | 0.01% | +734+5.0% | Added |
| Cardan Capital Partners, LLC | 15,271 | $630.0K | 0.07% | −641−4.0% | Reduced |
| Perennial Investment Advisors, LLC | 15,274 | $630.0K | 0.23% | −125−0.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 15,279 | $630.0K | 0.20% | +2,284+17.6% | Added |
| Bennett Selby Investments LP | 15,252 | $629.0K | 0.43% | +250+1.7% | Added |
| Independence Bank of Kentucky | 15,176 | $626.0K | 0.28% | −775−4.9% | Reduced |
| Round Hill Asset Management | 15,165 | $625.0K | 0.31% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 15,100 | $623.0K | 0.29% | −2,474−14.1% | Reduced |
| Copperwynd Financial, LLC | 15,101 | $623.0K | 0.26% | −133−0.9% | Reduced |
| Almanack Investment Partners, LLC. | 15,075 | $622.0K | 0.06% | −196−1.3% | Reduced |
| Benson Investment Management Company, Inc. | 15,076 | $622.0K | 0.32% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,106 | $622.0K | 0.06% | −2,301−13.2% | Reduced |
| Cidel Asset Management Inc | 15,034 | $620.0K | 0.03% | +58+0.4% | Added |
| Chelsea Counsel Co | 15,015 | $619.0K | 0.29% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,987 | $618.0K | 0.07% | −3,000−16.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 14,937 | $616.0K | 0.40% | +14,937 | New |
| Capital Square, LLC | 16,006 | $615.0K | 0.45% | +885+5.9% | Added |
| Evermay Wealth Management LLC | 14,915 | $615.0K | 0.11% | +150+1.0% | Added |
| Pinnacle Bancorp, Inc. | 14,927 | $615.0K | 0.28% | +850+6.0% | Added |
| Enterprise Bank & Trust Co | 14,893 | $614.0K | 0.24% | −660−4.2% | Reduced |
| Kavar Capital Partners Group, LLC | 14,891 | $614.0K | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14,881 | $614.0K | 0.05% | +21+0.1% | Added |
| WESPAC Advisors SoCal, LLC | 14,850 | $612.0K | 0.20% | −14,308−49.1% | Reduced |
| Chicago Partners Investment Group LLC | 16,059 | $612.0K | 0.05% | +980+6.5% | Added |
| Kanawha Capital Management LLC | 14,804 | $610.0K | 0.06% | −2,100−12.4% | Reduced |
| GeoWealth Management, LLC | 14,811 | $610.0K | 0.08% | +1,694+12.9% | Added |
| Intercontinental Wealth Advisors, LLC | 14,779 | $609.0K | 0.12% | −2,212−13.0% | Reduced |
| Wakefield Asset Management LLLP | 14,762 | $609.0K | 0.23% | +124+0.8% | Added |
| Archer Investment Corp | 14,749 | $608.1K | 0.24% | −12−0.1% | Reduced |
| Financial Management Network Inc | 14,756 | $607.0K | 0.31% | −1,420−8.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 16,444 | $607.0K | 0.15% | +10.0% | Added |
| Strategy Asset Managers LLC | 14,702 | $606.0K | 0.13% | +20.0% | Added |
| AlphaCore Capital LLC | 14,674 | $605.0K | 0.32% | +421+3.0% | Added |
| NewEdge Wealth, LLC | 14,649 | $604.0K | 0.05% | +7,047+92.7% | Added |
| First Wilshire Securities Management Inc | 14,617 | $603.0K | 0.21% | −2,296−13.6% | Reduced |
| Fairhaven Wealth Management, LLC | 14,634 | $603.0K | 0.24% | +521+3.7% | Added |
| Fortem Financial Group, LLC | 14,600 | $602.0K | 0.31% | +2,819+23.9% | Added |
| Assenagon Asset Management S.A. | 14,542 | $600.0K | 0.00% | +2,739+23.2% | Added |