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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 11,758 | $485.0K | 0.14% | −299−2.5% | Reduced |
| VeraBank, N.A. | 11,781 | $485.0K | 0.29% | −255−2.1% | Reduced |
| Sittner & Nelson, LLC | 11,762 | $485.0K | 0.34% | +1,250+11.9% | Added |
| Formidable Asset Management, LLC | 11,734 | $484.0K | 0.10% | −115,022−90.7% | Reduced |
| Thrive Capital Management, LLC | 11,731 | $484.0K | 0.38% | +50+0.4% | Added |
| Investors Financial Group, LLC | 11,749 | $484.0K | 0.26% | +204+1.8% | Added |
| Greenline Partners, LLC | 11,708 | $483.0K | 0.10% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 11,649 | $480.0K | 0.33% | +129+1.1% | Added |
| LCNB Corp | 11,598 | $478.0K | 0.24% | +750+6.9% | Added |
| Centric Wealth Management | 11,562 | $477.0K | 0.17% | −119,758−91.2% | Reduced |
| Rinet Co LLC | 11,558 | $477.0K | 0.09% | −956−7.6% | Reduced |
| KWB Wealth | 12,328 | $477.0K | 0.09% | 00.0% | Unchanged |
| Jacobs & Co | 11,593 | $477.0K | 0.06% | −100−0.9% | Reduced |
| Titus Wealth Management | 11,485 | $474.0K | 0.26% | +36+0.3% | Added |
| Penserra Capital Management LLC | 11,481 | $473.0K | 0.01% | −537−4.5% | Reduced |
| Segment Wealth Management, LLC | 11,477 | $473.0K | 0.06% | 00.0% | Unchanged |
| Capital City Trust Co | 11,455 | $472.0K | 0.14% | −782−6.4% | Reduced |
| HBW Advisory Services LLC | 11,418 | $471.0K | 0.12% | −205−1.8% | Reduced |
| Nations Financial Group Inc, | 11,390 | $470.0K | 0.08% | +5,093+80.9% | Added |
| Traphagen Investment Advisors LLC | 11,373 | $468.9K | 0.08% | −1,927−14.5% | Reduced |
| PDS Planning, Inc | 11,342 | $468.0K | 0.11% | +598+5.6% | Added |
| RiverGlades Family Offices LLC | 11,300 | $466.0K | 0.36% | −1,000−8.1% | Reduced |
| Bangor Savings Bank | 11,290 | $466.0K | 0.05% | +63+0.6% | Added |
| Gratus Capital LLC | 11,307 | $466.0K | 0.05% | +217+2.0% | Added |
| Baker Ellis Asset Management LLC | 11,280 | $465.0K | 0.09% | −400−3.4% | Reduced |
| Resource Planning Group | 11,263 | $464.0K | 0.27% | +699+6.6% | Added |
| Sigma Investment Counselors Inc | 11,229 | $463.0K | 0.03% | +91+0.8% | Added |
| Castle Rock Wealth Management, LLC | 11,140 | $462.0K | 0.17% | −485−4.2% | Reduced |
| Waddell & Associates, LLC | 11,212 | $462.0K | 0.08% | +11,212 | New |
| LVW Advisors, LLC | 11,138 | $459.0K | 0.08% | −1,678−13.1% | Reduced |
| Pure Financial Advisors, Inc. | 11,120 | $458.0K | 0.04% | −194−1.7% | Reduced |
| Monument Capital Management | 11,093 | $457.0K | 0.16% | +11,093 | New |
| Smithbridge Asset Management Inc | 11,064 | $456.0K | 0.15% | +500+4.7% | Added |
| Sonora Investment Management, LLC | 11,064 | $456.0K | 0.06% | +3,527+46.8% | Added |
| Requisite Capital Management, LLC | 11,037 | $455.0K | 0.08% | −2,000−15.3% | Reduced |
| Heritage Wealth Management, LLC | 11,041 | $455.0K | 0.17% | −1,157−9.5% | Reduced |
| Mirador Capital Partners LP | 11,041 | $455.0K | 0.10% | +484+4.6% | Added |
| First National Bank of South Miami | 10,948 | $451.0K | 0.31% | +546+5.2% | Added |
| Sustainable Insight Capital Management, LLC | 10,900 | $449.0K | 0.27% | +600+5.8% | Added |
| Valley National Advisers Inc | 10,901 | $449.0K | 0.08% | +1,552+16.6% | Added |
| FFT Wealth Management LLC | 10,898 | $449.0K | 0.10% | +10,898 | New |
| Humankind Investments LLC | 10,856 | $448.0K | 0.21% | +2,229+25.8% | Added |
| Beech Hill Advisors, Inc. | 10,850 | $447.0K | 0.18% | −9,700−47.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 10,927 | $447.0K | 0.13% | +27+0.2% | Added |
| Cooper/Haims Advisors, LLC | 10,840 | $447.0K | 0.29% | +968+9.8% | Added |
| Colonial River Wealth Management, LLC | 10,796 | $445.0K | 0.32% | +393+3.8% | Added |
| Summit Financial Group Inc | 10,794 | $445.0K | 0.17% | +2,500+30.1% | Added |
| Single Point Partners, LLC | 10,772 | $444.0K | 0.15% | +10,772 | New |
| Annapolis Financial Services, LLC | 10,754 | $443.0K | 0.15% | −864−7.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 10,748 | $443.0K | 0.13% | +1,466+15.8% | Added |
| Shayne & Co., LLC | 10,700 | $441.0K | 0.25% | 00.0% | Unchanged |
| JT Stratford LLC | 10,685 | $441.0K | 0.14% | +99+0.9% | Added |
| Sonata Capital Group Inc | 10,644 | $439.0K | 0.20% | 00.0% | Unchanged |
| Sara-Bay Financial | 106,535 | $438.0K | 0.17% | +95,900+901.7% | Added |
| Cornerstone Management, Inc. | 10,600 | $437.0K | 0.12% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 10,617 | $437.0K | 0.39% | −1,340−11.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 10,608 | $437.0K | 0.05% | +50.0% | Added |
| MONECO Advisors, LLC | 10,530 | $434.0K | 0.20% | +116+1.1% | Added |
| Odey Asset Management Group Ltd | 10,500 | $433.0K | 0.10% | −73,000−87.4% | Reduced |
| HGI Capital Management, LLC | 10,506 | $433.0K | 0.17% | −4,202−28.6% | Reduced |
| Newport Wealth Strategies, Inc. | 10,504 | $433.0K | 0.25% | +10.0% | Added |
| Allegiant Private Advisors, LLC | 10,458 | $431.0K | 0.07% | +4,355+71.4% | Added |
| Kalos Management, Inc. | 10,565 | $430.0K | 0.17% | −1,633−13.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 10,401 | $429.0K | 0.09% | +45+0.4% | Added |
| Patriot Investment Management Inc. | 10,348 | $426.0K | 0.04% | +211+2.1% | Added |
| IFG Advisors, LLC | 10,302 | $425.0K | 0.20% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 10,265 | $423.0K | 0.03% | +214+2.1% | Added |
| Signature Estate & Investment Advisors LLC | 10,257 | $423.0K | 0.02% | +325+3.3% | Added |
| First United Bank Trust | 10,255 | $423.0K | 0.18% | +715+7.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 10,200 | $421.0K | 0.23% | −300−2.9% | Reduced |
| Brio Consultants, LLC | 10,217 | $421.0K | 0.11% | +712+7.5% | Added |
| Stokes Family Office, LLC | 10,107 | $417.0K | 0.06% | +1,487+17.3% | Added |
| Susquehanna International Group Ltd. | 10,102 | $417.0K | 0.14% | +10,102 | New |
| Chilton Investment Co LLC | 10,018 | $413.0K | 0.01% | −4,490−30.9% | Reduced |
| TCG Advisory Services, LLC | 10,001 | $412.0K | 0.11% | −9,855−49.6% | Reduced |
| Bell Bank | 9,957 | $411.0K | 0.05% | −650−6.1% | Reduced |
| Red Wave Investments LLC | 9,957 | $411.0K | 0.15% | +27+0.3% | Added |
| Journey Advisory Group, LLC | 9,965 | $411.0K | 0.13% | +1,027+11.5% | Added |
| Monetary Management Group Inc | 9,950 | $410.0K | 0.12% | −300−2.9% | Reduced |
| Aprio Wealth Management, LLC | 9,953 | $410.0K | 0.19% | +9,953 | New |
| Cohen & Steers, Inc. | 9,927 | $409.0K | 0.00% | −5,550−35.9% | Reduced |
| Fort Point Capital Partners LLC | 9,910 | $409.0K | 0.08% | +418+4.4% | Added |
| Kistler-Tiffany Companies, LLC | 9,891 | $408.0K | 0.09% | −960−8.8% | Reduced |
| Hemington Wealth Management | 9,897 | $408.0K | 0.17% | +1,034+11.7% | Added |
| Nelson Capital Management, LLC | 9,872 | $407.0K | 0.08% | +102+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 9,869 | $407.0K | 0.17% | +500+5.3% | Added |
| Berkeley Capital Partners, LLC | 9,854 | $406.0K | 0.18% | −1,346−12.0% | Reduced |
| Continuum Advisory, LLC | 9,854 | $406.0K | 0.13% | −585−5.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,845 | $406.0K | 0.02% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,856 | $406.0K | 0.33% | +1,544+18.6% | Added |
| Van Strum & Towne Inc. | 9,824 | $405.0K | 0.19% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 9,833 | $405.0K | 0.20% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 9,830 | $405.0K | 0.11% | 00.0% | Unchanged |
| Brave Asset Management Inc | 9,747 | $402.0K | 0.12% | +221+2.3% | Added |
| Gilbert & Cook, Inc. | 9,724 | $401.0K | 0.07% | +453+4.9% | Added |
| Moseley Investment Management Inc | 9,723 | $401.0K | 0.20% | +2,500+34.6% | Added |
| Madison Wealth Partners, Inc | 9,724 | $401.0K | 0.23% | +677+7.5% | Added |
| Coastal Capital Group, Inc. | 9,710 | $400.0K | 0.10% | +16+0.2% | Added |
| AGF Investments LLC | 9,693 | $400.0K | 0.04% | +259+2.7% | Added |
| Bridgecreek Investment Management, LLC | 9,646 | $398.0K | 0.06% | +396+4.3% | Added |