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 |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 5,102 | $210.0K | 0.16% | +14+0.3% | Added |
| Taylor Hoffman Wealth Management | 5,097 | $210.0K | 0.09% | −62−1.2% | Reduced |
| Harbor Advisory Corp | 5,099 | $210.0K | 0.09% | +5,099 | New |
| Ceera Investments, LLC | 5,080 | $209.0K | 0.16% | −385−7.0% | Reduced |
| NFP Retirement, Inc. | 5,037 | $207.6K | 0.08% | +5,037 | New |
| Stockman Wealth Management, Inc. | 5,025 | $207.0K | 0.05% | −280−5.3% | Reduced |
| Wills Financial Group, Inc. | 4,998 | $206.0K | 0.09% | +4,998 | New |
| Harfst & Associates, Inc. | 5,002 | $206.0K | 0.06% | +5,002 | New |
| Bristlecone Advisors, LLC | 5,000 | $206.0K | 0.03% | +5,000 | New |
| Ironwood Investment Counsel, LLC | 4,988 | $205.0K | 0.05% | −225−4.3% | Reduced |
| Ford Financial Group, LLC | 4,995 | $205.0K | 0.08% | −189−3.6% | Reduced |
| 360 Financial, Inc. | 4,964 | $205.0K | 0.11% | −213−4.1% | Reduced |
| Hotaling Investment Management, LLC | 4,967 | $205.0K | 0.08% | +4,967 | New |
| Eagle Bay Advisors LLC | 4,890 | $205.0K | 0.16% | +4,890 | New |
| Stuart Chaussee & Associates, Inc. | 4,937 | $204.0K | 0.09% | +4,878+8,267.8% | Added |
| Advisors Management Group Inc | 4,957 | $204.0K | 0.06% | +4,957 | New |
| DeDora Capital, Inc. | 4,931 | $203.0K | 0.09% | −285−5.5% | Reduced |
| CAMG Solamere Management, LLC | 4,914 | $203.0K | 0.18% | +4,914 | New |
| Crescent Grove Advisors, LLC | 4,919 | $203.0K | 0.02% | +4,919 | New |
| All Terrain Financial Advisors, LLC | 4,900 | $202.0K | 0.10% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 4,908 | $202.0K | 0.11% | +240+5.1% | Added |
| Beta Wealth Group, Inc. | 4,900 | $202.0K | 0.14% | +4,900 | New |
| JSF Financial, LLC | 4,871 | $201.0K | 0.12% | +4,871 | New |
| Teza Capital Management LLC | 4,856 | $200.0K | 0.03% | −72,782−93.7% | Reduced |
| HC Financial Advisors Inc | 4,860 | $200.0K | 0.12% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,859 | $200.0K | 0.03% | +4,859 | New |
| Strategic Blueprint, LLC | 4,845 | $200.0K | 0.03% | +4,845 | New |
| Security National Trust Co | 4,839 | $199.0K | 0.04% | −155−3.1% | Reduced |
| TFC Financial Management | 4,666 | $192.0K | 0.07% | +20.0% | Added |
| Joseph P. Lucia & Associates, LLC | 4,439 | $183.0K | 0.11% | +250+6.0% | Added |
| Vigilant Capital Management, LLC | 4,376 | $180.0K | 0.01% | +275+6.7% | Added |
| Cranbrook Wealth Management, LLC | 4,340 | $179.0K | 0.04% | −84−1.9% | Reduced |
| Wolverine Asset Management LLC | 4,246 | $175.0K | 0.00% | −4,259−50.1% | Reduced |
| Modus Advisors, LLC | 4,236 | $175.0K | 0.07% | +4,236 | New |
| Bogart Wealth, LLC | 4,060 | $167.0K | 0.02% | +478+13.3% | Added |
| HBC Financial Services, PLLC | 4,498 | $166.0K | 0.11% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,029 | $166.0K | 0.09% | −185−4.4% | Reduced |
| Avion Wealth | 4,006 | $165.0K | 0.05% | +3,844+2,372.8% | Added |
| SRS Capital Advisors, Inc. | 4,012 | $165.0K | 0.02% | +4,012 | New |
| Castleview Partners, LLC | 3,933 | $162.0K | 0.07% | +3,933 | New |
| Logan Capital Management Inc | 3,914 | $161.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,781 | $157.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,752 | $155.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,711 | $153.0K | 0.10% | +12+0.3% | Added |
| Better Money Decisions, LLC | 3,722 | $153.0K | 0.14% | +1,006+37.0% | Added |
| Trust Co | 3,670 | $151.0K | 0.11% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 3,662 | $151.0K | 0.08% | +250+7.3% | Added |
| Riverview Trust Co | 3,630 | $150.0K | 0.16% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 3,555 | $147.0K | 0.22% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,519 | $145.0K | 0.00% | −38,964−91.7% | Reduced |
| West Oak Capital, LLC | 3,465 | $143.0K | 0.06% | +1,000+40.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,434 | $141.6K | 0.17% | +500+17.0% | Added |
| Baldrige Asset Management LLC | 3,408 | $141.0K | 0.06% | +3,408 | New |
| Paragon Wealth Strategies, LLC | 3,300 | $136.0K | 0.04% | +3,300 | New |
| Financial Perspectives, Inc | 3,246 | $133.8K | 0.07% | −130,779−97.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,196 | $132.0K | 0.03% | +1,158+56.8% | Added |
| Knuff & Co LLC | 3,150 | $130.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,152 | $130.0K | 0.10% | +500+18.9% | Added |
| Canton Hathaway, LLC | 3,109 | $128.0K | 0.04% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,987 | $123.0K | 0.09% | +2,987 | New |
| MBM Wealth Consultants, LLC | 2,966 | $122.0K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,840 | $117.0K | 0.01% | −460−13.9% | Reduced |
| Tobam | 2,816 | $116.0K | 0.00% | +1,378+95.8% | Added |
| Ritter Daniher Financial Advisory, LLC | 2,819 | $116.0K | 0.09% | +2,000+244.2% | Added |
| Investment Research & Advisory Group, Inc. | 2,773 | $114.0K | 0.08% | +293+11.8% | Added |
| Motco | 2,750 | $113.0K | 0.01% | −178−6.1% | Reduced |
| Brendel Financial Advisors LLC | 2,500 | $103.0K | 0.06% | +2,500 | New |
| Sirios Capital Management L P | 2,459 | $101.0K | 0.01% | −196−7.4% | Reduced |
| JJJ Advisors Inc. | 2,412 | $99.0K | 0.04% | +218+9.9% | Added |
| Estate Counselors, LLC | 2,384 | $98.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 2,340 | $96.0K | 0.03% | +2+0.1% | Added |
| Barrett Asset Management, LLC | 2,300 | $95.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 2,236 | $92.0K | 0.06% | +2,236 | New |
| Addison Advisors LLC | 2,201 | $91.0K | 0.07% | +2,201 | New |
| Brewin Dolphin Wealth Management Ltd | 2,187 | $90.2K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 2,177 | $90.0K | 0.08% | −819−27.3% | Reduced |
| Perennial Advisors, LLC | 2,173 | $90.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2,087 | $86.0K | 0.04% | +7+0.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,054 | $84.7K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,026 | $84.0K | 0.02% | −50−2.4% | Reduced |
| Semmax Financial Advisors Inc. | 2,015 | $83.0K | 0.03% | +8+0.4% | Added |
| Exchange Traded Concepts, LLC | 1,993 | $82.0K | 0.00% | −122,134−98.4% | Reduced |
| Ninety One SA (PTY) Ltd | 1,983 | $82.0K | 0.03% | −37,831−95.0% | Reduced |
| Creative Financial Designs Inc | 1,924 | $79.0K | 0.01% | +62+3.3% | Added |
| Baron Financial Group, LLC | 1,915 | $79.0K | 0.05% | +1+0.1% | Added |
| Resolute Partners Group | 1,881 | $78.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,865 | $77.0K | 0.10% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 1,854 | $76.0K | 0.00% | −468−20.2% | Reduced |
| Lenox Wealth Advisors, LLC | 1,846 | $76.0K | 0.01% | −211−10.3% | Reduced |
| Sterling Financial Planning, Inc. | 1,825 | $75.0K | 0.05% | −119−6.1% | Reduced |
| First Personal Financial Services | 1,710 | $71.0K | 0.02% | +210+14.0% | Added |
| Lake Point Wealth Management | 1,729 | $71.0K | 0.03% | +1,729 | New |
| Founders Capital Management | 1,693 | $70.0K | 0.05% | +603+55.3% | Added |
| Credential Qtrade Securities Inc. | 1,687 | $69.6K | 0.01% | −67−3.8% | Reduced |
| First Financial Corp | 1,654 | $68.0K | 0.05% | 00.0% | Unchanged |
| Ade, LLC | 1,641 | $68.0K | 0.06% | +352+27.3% | Added |
| Center for Financial Planning, Inc. | 1,640 | $68.0K | 0.02% | +500+43.9% | Added |
| American National Bank | 1,660 | $68.0K | 0.01% | +1,660 | New |
| Tower View Investment Management & Research LLC | 1,600 | $66.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,516 | $63.0K | 0.02% | +5+0.3% | Added |