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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 7,924 | $327.0K | 0.07% | +2,459+45.0% | Added |
| Wagner Wealth Management, LLC | 7,919 | $327.0K | 0.23% | +2,842+56.0% | Added |
| Cozad Asset Management Inc | 7,915 | $326.0K | 0.05% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 7,893 | $325.0K | 0.09% | −396−4.8% | Reduced |
| Renasant Bank | 7,869 | $324.0K | 0.25% | −705−8.2% | Reduced |
| K.J. Harrison & Partners Inc | 7,840 | $324.0K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 7,816 | $322.0K | 0.17% | −641−7.6% | Reduced |
| Marshall Financial Group Inc | 7,811 | $322.0K | 0.14% | +32+0.4% | Added |
| GenTrust, LLC | 7,812 | $322.0K | 0.03% | +283+3.8% | Added |
| Quest Capital Management Inc | 7,757 | $320.0K | 0.06% | +1,007+14.9% | Added |
| Bull Street Advisors, LLC | 7,737 | $319.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 7,720 | $318.3K | 0.11% | −210−2.6% | Reduced |
| Bigelow Investment Advisors, LLC | 7,722 | $318.0K | 0.15% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7,685 | $317.0K | 0.07% | −720−8.6% | Reduced |
| Round Table Services, LLC | 7,691 | $317.0K | 0.07% | −19−0.2% | Reduced |
| Staley Capital Advisers Inc | 7,653 | $316.0K | 0.02% | +90+1.2% | Added |
| Aveo Capital Partners, LLC | 7,656 | $316.0K | 0.07% | +188+2.5% | Added |
| BCS Wealth Management | 7,666 | $316.0K | 0.17% | +403+5.5% | Added |
| DSC Advisors, L.P. | 7,634 | $315.0K | 0.30% | −1,311−14.7% | Reduced |
| Valmark Advisers, Inc. | 7,637 | $315.0K | 0.01% | +37+0.5% | Added |
| Fortis Advisors, LLC | 7,643 | $315.0K | 0.18% | +5,143+205.7% | Added |
| Retirement Group, LLC | 7,618 | $314.0K | 0.15% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 7,589 | $313.0K | 0.25% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7,594 | $313.0K | 0.12% | −16−0.2% | Reduced |
| Texas Capital Bancshares Inc | 7,564 | $312.0K | 0.23% | −361−4.6% | Reduced |
| Ifrah Financial Services, Inc. | 7,567 | $312.0K | 0.09% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $312.0K | 0.15% | 00.0% | Unchanged |
| Sabal Trust CO | 7,541 | $311.0K | 0.02% | +156+2.1% | Added |
| Vishria Bird Financial Group, LLC | 7,518 | $310.0K | 0.15% | −206,781−96.5% | Reduced |
| LifeSteps Financial, Inc. | 7,520 | $310.0K | 0.24% | −380−4.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 7,500 | $309.0K | 0.12% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 8,136 | $309.0K | 0.13% | +8,136 | New |
| Inverness Counsel LLC | 7,476 | $308.0K | 0.01% | −357−4.6% | Reduced |
| Collective Family Office LLC | 7,459 | $308.0K | 0.13% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 7,464 | $308.0K | 0.05% | +2,200+41.8% | Added |
| Investment Partners, Ltd. | 7,452 | $307.0K | 0.14% | +10+0.1% | Added |
| BT Wealth Management LLC | 7,441 | $307.0K | 0.09% | +1,502+25.3% | Added |
| Regent Peak Wealth Advisors LLC | 7,983 | $306.0K | 0.09% | +1,170+17.2% | Added |
| F3Logic, LLC | 7,394 | $305.0K | 0.04% | +20.0% | Added |
| Hummer Financial Advisory Services Inc | 7,408 | $305.0K | 0.28% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 7,350 | $303.0K | 0.03% | 00.0% | Unchanged |
| Bridgeworth, LLC | 7,315 | $302.0K | 0.09% | −644−8.1% | Reduced |
| Northwest Bancshares, Inc. | 7,302 | $301.0K | 0.07% | −200−2.7% | Reduced |
| Kelman-Lazarov, Inc. | 7,292 | $301.0K | 0.11% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,283 | $300.0K | 0.05% | −3,604−33.1% | Reduced |
| Opal Wealth Advisors, LLC | 7,274 | $300.0K | 0.28% | −1,012−12.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,265 | $300.0K | 0.10% | −140−1.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 7,273 | $300.0K | 0.15% | +1,028+16.5% | Added |
| KC Investment Advisors, LLC | 7,270 | $300.0K | 0.24% | +1,309+22.0% | Added |
| Oak Asset Management, LLC | 7,245 | $299.0K | 0.13% | +7,245 | New |
| Winslow Asset Management Inc | 7,232 | $298.0K | 0.06% | −60−0.8% | Reduced |
| Planned Solutions, Inc. | 7,237 | $298.0K | 0.21% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 7,214 | $297.0K | 0.32% | −197−2.7% | Reduced |
| Derby & Company, Inc | 7,178 | $296.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7,164 | $295.0K | 0.11% | +431+6.4% | Added |
| Prelude Capital Management, LLC | 7,066 | $291.0K | 0.02% | −13,035−64.8% | Reduced |
| Rosenberg Matthew Hamilton | 759 | $291.0K | 0.15% | −6,299−89.2% | Reduced |
| Matrix Private Capital Group LLC | 7,037 | $290.0K | 0.16% | −19−0.3% | Reduced |
| Trellis Advisors, LLC | 7,039 | $290.0K | 0.15% | −4−0.1% | Reduced |
| Private Wealth Advisors | 7,002 | $289.0K | 0.09% | −1,436−17.0% | Reduced |
| Pacific Center for Financial Services | 6,986 | $288.0K | 0.13% | +30.0% | Added |
| Wells Trecaso Financial Group, LLC | 6,937 | $286.0K | 0.14% | +30.0% | Added |
| Willow Creek Wealth Management Inc. | 6,947 | $286.0K | 0.07% | +391+6.0% | Added |
| TriaGen Wealth Management LLC | 7,437 | $285.0K | 0.15% | −251−3.3% | Reduced |
| Wolff Wiese Magana LLC | 6,884 | $284.0K | 0.20% | −1,228−15.1% | Reduced |
| Nottingham Advisors, Inc. | 6,891 | $284.0K | 0.03% | +6,891 | New |
| Nicolet Bankshares Inc | 6,875 | $283.0K | 0.07% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 6,870 | $283.0K | 0.14% | −10−0.1% | Reduced |
| Running Point Capital Advisors, LLC | 6,832 | $282.0K | 0.13% | +581+9.3% | Added |
| Arcus Capital Partners, LLC | 6,804 | $281.0K | 0.13% | −10,368−60.4% | Reduced |
| Phocas Financial Corp. | 6,830 | $281.0K | 0.04% | +1,000+17.2% | Added |
| Karp Capital Management Corp | 6,787 | $280.0K | 0.04% | +6,787 | New |
| Port Capital LLC | 6,728 | $277.0K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 6,662 | $275.0K | 0.15% | +552+9.0% | Added |
| QVR LLC | 6,672 | $275.0K | 0.70% | +6,672 | New |
| Signet Investment Advisory Group, Inc. | 6,650 | $274.0K | 0.18% | −1,400−17.4% | Reduced |
| Future Financial Wealth Managment LLC | 6,640 | $274.0K | 0.28% | +4+0.1% | Added |
| Keebeck Wealth Management, LLC | 6,618 | $273.0K | 0.04% | −25,310−79.3% | Reduced |
| Skba Capital Management LLC | 6,630 | $273.0K | 0.05% | −100−1.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,629 | $273.0K | 0.12% | +152+2.3% | Added |
| TSFG, LLC | 6,628 | $273.0K | 0.11% | +536+8.8% | Added |
| Unio Capital LLC | 6,600 | $272.0K | 0.12% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 6,577 | $271.2K | 0.13% | +114+1.8% | Added |
| Hills Bank & Trust Co | 6,527 | $270.0K | 0.04% | −40−0.6% | Reduced |
| Greenwood Gearhart Inc | 6,549 | $270.0K | 0.04% | +948+16.9% | Added |
| Absher Wealth Management, LLC | 6,549 | $270.0K | 0.05% | +958+17.1% | Added |
| WP Advisors, LLC | 6,527 | $269.0K | 0.11% | −196−2.9% | Reduced |
| AF Advisors, Inc. | 6,500 | $268.0K | 0.13% | −500−7.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,500 | $268.0K | 0.04% | −470−6.7% | Reduced |
| Fermata Advisors, LLC | 6,509 | $268.0K | 0.16% | +6,509 | New |
| Guidance Point Advisors, LLC | 6,481 | $267.0K | 0.10% | +28+0.4% | Added |
| Ambassador Advisors, LLC | 6,448 | $266.0K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,463 | $266.0K | 0.04% | +6,463 | New |
| Peak Asset Management, LLC | 6,430 | $265.0K | 0.07% | 00.0% | Unchanged |
| Elm Advisors, LLC | 6,375 | $263.0K | 0.15% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,364 | $262.0K | 0.07% | −1,200−15.9% | Reduced |
| Pensionmark Financial Group, LLC | 6,354 | $262.0K | 0.06% | −44−0.7% | Reduced |
| Clarity Wealth Advisors, LLC | 6,357 | $262.0K | 0.14% | +308+5.1% | Added |
| MV Capital Management, Inc. | 6,361 | $262.0K | 0.04% | +1,267+24.9% | Added |
| Chesapeake Wealth Management | 6,315 | $261.0K | 0.08% | −387−5.8% | Reduced |