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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 6,300 | $260.0K | 0.03% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,284 | $259.0K | 0.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,282 | $259.0K | 0.11% | +6,282 | New |
| First Horizon Corp | 6,261 | $258.0K | 0.02% | +38+0.6% | Added |
| Austin Private Wealth, LLC | 6,260 | $258.0K | 0.06% | +119+1.9% | Added |
| Ackerman Capital Advisors, LLC | 6,236 | $257.0K | 0.06% | −1,864−23.0% | Reduced |
| Professional Advisory Services Inc | 6,242 | $257.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,244 | $257.0K | 0.07% | +13+0.2% | Added |
| 44 Wealth Management LLC | 6,216 | $256.0K | 0.10% | +24+0.4% | Added |
| Chatham Capital Group, Inc. | 6,200 | $256.0K | 0.05% | +385+6.6% | Added |
| Penn Mutual Asset Management, LLC | 6,140 | $253.0K | 0.32% | −700−10.2% | Reduced |
| Powell Investment Advisors, LLC | 6,111 | $252.0K | 0.15% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 6,093 | $251.0K | 0.20% | +153+2.6% | Added |
| Arbor Wealth Management, LLC | 6,052 | $250.0K | 0.06% | +6,052 | New |
| Wela Strategies, Inc. | 6,043 | $249.0K | 0.13% | +15+0.2% | Added |
| Sand Hill Global Advisors, LLC | 6,049 | $249.0K | 0.02% | +6,049 | New |
| North Star Asset Management Inc | 6,015 | $248.0K | 0.01% | +75+1.3% | Added |
| Bradley Mark J. | 6,000 | $247.0K | 0.16% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 5,968 | $246.1K | 0.08% | −51−0.8% | Reduced |
| Ballast Advisors LLC | 5,959 | $246.0K | 0.10% | +163+2.8% | Added |
| Capital Financial Planning, LLC | 5,969 | $246.0K | 0.10% | +5,969 | New |
| Holistic Financial Partners | 5,915 | $244.0K | 0.15% | −66−1.1% | Reduced |
| Cohen Capital Management, Inc. | 5,910 | $244.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 5,917 | $244.0K | 0.07% | +10.0% | Added |
| Summit Asset Management, LLC | 5,930 | $244.0K | 0.08% | +300+5.3% | Added |
| Range Financial Group LLC | 5,909 | $244.0K | 0.18% | +5,909 | New |
| Mayfair Advisory Group, LLC | 5,885 | $243.0K | 0.39% | +5+0.1% | Added |
| Bath Savings Trust Co | 5,884 | $243.0K | 0.03% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $243.0K | 0.15% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 5,891 | $243.0K | 0.19% | +5,891 | New |
| DDD Partners, LLC | 5,865 | $242.0K | 0.04% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 5,844 | $241.0K | 0.02% | +366+6.7% | Added |
| Lebenthal Global Advisors, LLC | 5,846 | $241.0K | 0.13% | +5,846 | New |
| Tradition Wealth Management, LLC | 5,793 | $239.0K | 0.04% | −254−4.2% | Reduced |
| Hengehold Capital Management LLC | 5,807 | $239.0K | 0.03% | +10.0% | Added |
| Sage Rhino Capital LLC | 5,808 | $239.0K | 0.07% | +56+1.0% | Added |
| TL Private Wealth | 5,776 | $238.0K | 0.14% | 00.0% | Unchanged |
| American Money Management, LLC | 5,779 | $238.0K | 0.08% | −10.0% | Reduced |
| Farr Miller & Washington LLC | 5,779 | $238.0K | 0.02% | +5,779 | New |
| Principal Street Partners, LLC | 5,784 | $238.0K | 0.06% | +5,784 | New |
| Professional Planning | 5,766 | $237.0K | 0.11% | +5,766 | New |
| Fortress Wealth Group, LLC | 5,715 | $236.0K | 0.21% | +5,715 | New |
| Northside Capital Management, LLC | 5,705 | $235.0K | 0.06% | −406−6.6% | Reduced |
| Avenue 1 Advisors, LLC | 5,677 | $234.0K | 0.14% | −878−13.4% | Reduced |
| West Chester Capital Advisors, Inc | 5,678 | $234.0K | 0.18% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,658 | $233.0K | 0.04% | −4−0.1% | Reduced |
| Callan Capital, LLC | 5,645 | $233.0K | 0.04% | +50+0.9% | Added |
| Rainey & Randall Investment Management Inc. | 5,638 | $232.0K | 0.11% | +14+0.2% | Added |
| Cassia Capital Partners, LLC | 5,622 | $232.0K | 0.17% | +5,622 | New |
| Garde Capital, Inc. | 5,604 | $231.0K | 0.02% | −797−12.5% | Reduced |
| Clear Perspective Advisors, LLC | 5,573 | $230.0K | 0.08% | +82+1.5% | Added |
| James Hambro & Partners | 5,567 | $229.0K | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 5,560 | $229.0K | 0.13% | +16+0.3% | Added |
| EPG Wealth Management LLC | 5,557 | $229.0K | 0.10% | +14+0.3% | Added |
| PSI Advisors, LLC | 5,537 | $228.0K | 0.12% | +4+0.1% | Added |
| Williams Financial, LLC | 5,524 | $228.0K | 0.19% | 00.0% | Unchanged |
| Manning & Napier Group, LLC | 5,500 | $226.0K | 0.00% | −1,871,350−99.7% | Reduced |
| Garrett Investment Advisors LLC | 5,472 | $226.0K | 0.07% | −3,033−35.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,480 | $226.0K | 0.06% | +154+2.9% | Added |
| MEMBERS Trust Co | 5,470 | $226.0K | 0.01% | +266+5.1% | Added |
| Mraz, Amerine & Associates, Inc. | 5,451 | $225.0K | 0.06% | −142−2.5% | Reduced |
| Jag Capital Management, LLC | 5,469 | $225.0K | 0.02% | −96−1.7% | Reduced |
| Horizon Financial Services, LLC | 5,430 | $224.0K | 0.16% | −470−8.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,436 | $224.0K | 0.06% | +479+9.7% | Added |
| 20/20 Capital Management, Inc. | 5,425 | $224.0K | 0.06% | +5,425 | New |
| Winfield Associates, Inc. | 5,400 | $223.0K | 0.08% | +5,400 | New |
| Poplar Forest Capital LLC | 5,380 | $222.0K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,386 | $222.0K | 0.12% | +18+0.3% | Added |
| First Commonwealth Financial Corp | 5,373 | $222.0K | 0.08% | +75+1.4% | Added |
| Chiron Capital Management, LLC | 5,352 | $221.0K | 0.18% | −1,370−20.4% | Reduced |
| Sound Income Strategies, LLC | 5,357 | $221.0K | 0.03% | +1,075+25.1% | Added |
| State of Wyoming | 5,335 | $220.0K | 0.14% | −1,510−22.1% | Reduced |
| Johnson Midwest Financial, LLC | 5,325 | $220.0K | 0.22% | +6+0.1% | Added |
| Merriman Wealth Management, LLC | 5,307 | $219.0K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 5,319 | $219.0K | 0.10% | +5,319 | New |
| Intrua Financial, LLC | 5,196 | $218.0K | 0.05% | −1,011−16.3% | Reduced |
| Old Second National Bank of Aurora | 5,277 | $218.0K | 0.06% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5,711 | $217.0K | 0.06% | 00.0% | Unchanged |
| United Bank | 5,266 | $217.0K | 0.15% | 00.0% | Unchanged |
| Bay Rivers Group | 5,266 | $217.0K | 0.15% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 5,259 | $217.0K | 0.04% | +390+8.0% | Added |
| D'Orazio & Associates, Inc. | 5,261 | $217.0K | 0.06% | +4,001+317.5% | Added |
| Marotta Asset Management | 5,198 | $215.9K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,228 | $215.6K | 0.04% | +175+3.5% | Added |
| Carolina Wealth Advisors, LLC | 5,223 | $215.0K | 0.14% | −123−2.3% | Reduced |
| LGL Partners, LLC | 5,213 | $215.0K | 0.13% | −9−0.2% | Reduced |
| Zhang Financial LLC | 5,219 | $215.0K | 0.05% | +5,219 | New |
| Acima Private Wealth, LLC | 5,197 | $214.0K | 0.10% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,182 | $214.0K | 0.04% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,191 | $214.0K | 0.04% | +5,191 | New |
| Cary Street Partners Asset Management LLC | 5,170 | $213.0K | 0.05% | −940−15.4% | Reduced |
| Mondrian Investment Partners LTD | 5,174 | $213.0K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 5,181 | $213.0K | 0.01% | +3+0.1% | Added |
| Ridgewood Investments LLC | 5,142 | $212.0K | 0.14% | −17,000−76.8% | Reduced |
| Merrion Investment Management Co, LLC | 5,150 | $212.0K | 0.16% | +5,150 | New |
| Consolidated Planning Corp | 5,165 | $212.0K | 0.16% | +5,165 | New |
| Bridge Advisory, LLC | 5,139 | $212.0K | 0.11% | +5,139 | New |
| MPS Loria Financial Planners, LLC | 5,107 | $211.0K | 0.10% | +10+0.2% | Added |
| Paradigm Financial Partners, LLC | 5,122 | $211.0K | 0.05% | +5,122 | New |
| Youngs Advisory Group, Inc. | 5,098 | $210.0K | 0.22% | −148−2.8% | Reduced |