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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 217,366 | $8.96M | 0.79% | +7,040+3.3% | Added |
| Independent Advisor Alliance | 215,604 | $8.89M | 0.49% | +3,910+1.8% | Added |
| Winning Points Advisors, LLC | 215,015 | $8.87M | 6.64% | −10,099−4.5% | Reduced |
| Pictet & Cie (Europe) SA | 213,071 | $8.79M | 0.31% | +8,557+4.2% | Added |
| IBM Retirement Fund | 212,682 | $8.77M | 0.69% | −50,516−19.2% | Reduced |
| NorthCoast Asset Management LLC | 210,850 | $8.70M | 0.31% | +4,391+2.1% | Added |
| Evercore Wealth Management, LLC | 210,238 | $8.67M | 0.16% | −51,674−19.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 209,776 | $8.65M | 1.94% | +3,657+1.8% | Added |
| Hudson Valley Investment Advisors Inc | 209,056 | $8.62M | 1.50% | +5,179+2.5% | Added |
| Bradley Foster & Sargent Inc | 208,351 | $8.59M | 0.20% | +2,336+1.1% | Added |
| Cambridge Financial Group, Inc. | 206,759 | $8.52M | 3.65% | −21,480−9.4% | Reduced |
| Boothe Investment Group, Inc. | 205,206 | $8.52M | 4.47% | +8,569+4.4% | Added |
| Cumberland Partners Ltd | 206,160 | $8.50M | 0.67% | −67,860−24.8% | Reduced |
| Quinn Opportunity Partners LLC | 206,000 | $8.49M | 0.53% | −81,000−28.2% | Reduced |
| Pavion Blue Capital, LLC | 205,851 | $8.49M | 5.20% | −2,993−1.4% | Reduced |
| Central Trust Co | 205,608 | $8.48M | 0.31% | −6,442−3.0% | Reduced |
| Rench Wealth Management, Inc. | 205,220 | $8.46M | 4.22% | −12,801−5.9% | Reduced |
| Northeast Investment Management | 204,891 | $8.45M | 0.45% | +5,925+3.0% | Added |
| Fort Pitt Capital Group, LLC | 201,954 | $8.33M | 0.34% | −13,435−6.2% | Reduced |
| Searle & Co. | 201,060 | $8.29M | 3.39% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 200,019 | $8.25M | 3.11% | −7,162−3.5% | Reduced |
| 7G Capital Management, LLC | 200,000 | $8.25M | 6.58% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 198,720 | $8.19M | 0.13% | +68,238+52.3% | Added |
| Redpoint Investment Management Pty Ltd | 197,881 | $8.16M | 0.67% | −5,583−2.7% | Reduced |
| Sumitomo Life Insurance Co | 197,801 | $8.15M | 0.26% | −34,375−14.8% | Reduced |
| Montgomery Investment Management Inc | 197,763 | $8.15M | 3.02% | +3,000+1.5% | Added |
| First National Trust Co | 197,132 | $8.13M | 0.49% | +7,713+4.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 196,271 | $8.09M | 0.86% | −12,084−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 194,166 | $8.01M | 0.33% | +100,411+107.1% | Added |
| Financial Avengers, Inc. | 194,022 | $8.00M | 5.42% | +354+0.2% | Added |
| Laurel Wealth Advisors LLC | 193,627 | $7.98M | 1.77% | −1,295−0.7% | Reduced |
| GWM Advisors LLC | 193,528 | $7.98M | 0.21% | +15,694+8.8% | Added |
| Sigma Planning Corp | 193,429 | $7.97M | 0.24% | +13,791+7.7% | Added |
| Aristotle Atlantic Partners, LLC | 192,342 | $7.93M | 0.52% | +12,279+6.8% | Added |
| Grimes & Company, Inc. | 192,267 | $7.93M | 0.34% | +2,340+1.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 190,616 | $7.86M | 1.99% | +158+0.1% | Added |
| Adams Asset Advisors, LLC | 190,453 | $7.85M | 1.54% | −37,927−16.6% | Reduced |
| One Capital Management, LLC | 190,016 | $7.83M | 0.70% | +7,166+3.9% | Added |
| Ally Financial Inc. | 190,000 | $7.83M | 0.78% | +110,000+137.5% | Added |
| Moreno Evelyn V | 189,972 | $7.83M | 1.84% | −14,458−7.1% | Reduced |
| Everence Capital Management Inc | 189,500 | $7.81M | 0.64% | +20,430+12.1% | Added |
| South Dakota Investment Council | 189,367 | $7.81M | 0.14% | −46,470−19.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 186,961 | $7.71M | 4.87% | 00.0% | Unchanged |
| Socorro Asset Management LP | 185,535 | $7.65M | 2.49% | +44,664+31.7% | Added |
| Resources Management Corp | 185,363 | $7.64M | 1.07% | −2,560−1.4% | Reduced |
| Roanoke Asset Management Corp | 184,343 | $7.60M | 2.64% | +25,010+15.7% | Added |
| Boston Private Wealth LLC | 184,180 | $7.59M | 0.10% | −1,314−0.7% | Reduced |
| Campbell Capital Management Inc | 183,983 | $7.59M | 3.43% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 183,865 | $7.58M | 1.31% | +695+0.4% | Added |
| Carret Asset Management, LLC | 183,622 | $7.57M | 0.89% | −530−0.3% | Reduced |
| National Asset Management, Inc. | 183,593 | $7.57M | 0.25% | +24,407+15.3% | Added |
| Siemens Fonds Invest GmbH | 183,037 | $7.55M | 0.90% | −5,540−2.9% | Reduced |
| Adviser Investments LLC | 181,147 | $7.47M | 0.56% | −112,349−38.3% | Reduced |
| RPG Investment Advisory, LLC | 181,112 | $7.47M | 1.22% | +7,356+4.2% | Added |
| Webster Bank, N. A. | 180,887 | $7.46M | 0.82% | −4,893−2.6% | Reduced |
| Holloway Wealth Management, LLC | – | $7.44M | 2.27% | – | – |
| Huber Capital Management LLC | 180,210 | $7.43M | 1.90% | +4,000+2.3% | Added |
| Means Investment Co., Inc. | 179,681 | $7.41M | 1.48% | −180−0.1% | Reduced |
| Harvey Capital Management Inc | 178,295 | $7.35M | 2.42% | −13,970−7.3% | Reduced |
| Walleye Capital LLC | 177,254 | $7.31M | 0.27% | +177,254 | New |
| Avantax Advisory Services, Inc. | 177,281 | $7.30M | 0.13% | +21,514+13.8% | Added |
| EP Wealth Advisors, LLC | 174,039 | $7.18M | 0.20% | +13,193+8.2% | Added |
| Wetherby Asset Management Inc | 174,032 | $7.17M | 0.44% | +11,745+7.2% | Added |
| Schnieders Capital Management LLC | 173,968 | $7.17M | 1.95% | +3,832+2.3% | Added |
| Carroll Financial Associates, Inc. | 173,852 | $7.17M | 0.41% | −2,641−1.5% | Reduced |
| Rockland Trust Co | 173,327 | $7.14M | 0.49% | −21,095−10.9% | Reduced |
| River & Mercantile Asset Management LLP | 173,151 | $7.14M | 0.46% | −4,000−2.3% | Reduced |
| Moors & Cabot, Inc. | 172,260 | $7.10M | 0.50% | +2,880+1.7% | Added |
| North Star Investment Management Corp. | 170,469 | $7.03M | 0.56% | +1,512+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 168,984 | $6.97M | 0.50% | +9,451+5.9% | Added |
| TD Private Client Wealth LLC | 168,763 | $6.96M | 0.30% | −14,049−7.7% | Reduced |
| PEAK6 Investments LLC | 168,634 | $6.95M | 0.19% | −7,769−4.4% | Reduced |
| Equitable Trust Co | 168,252 | $6.94M | 0.44% | −12,423−6.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 168,175 | $6.93M | 0.66% | +3,275+2.0% | Added |
| Huntington National Bank | 166,742 | $6.88M | 0.07% | +36,046+27.6% | Added |
| Rothschild Investment Corp | 166,731 | $6.87M | 0.55% | +3,606+2.2% | Added |
| Stamos Capital Partners, L.P. | 166,660 | $6.87M | 3.62% | −28,840−14.8% | Reduced |
| Fiduciary Trust Co | 166,033 | $6.85M | 0.13% | −35,044−17.4% | Reduced |
| EJF Capital LLC | 165,818 | $6.84M | 0.61% | −54,270−24.7% | Reduced |
| Boyar Asset Management Inc. | 165,749 | $6.83M | 4.40% | +802+0.5% | Added |
| RPg Family Wealth Advisory, LLC | 165,526 | $6.82M | 2.76% | +165,526 | New |
| SOL Capital Management CO | 165,442 | $6.82M | 1.35% | −8,571−4.9% | Reduced |
| Xcel Wealth Management, LLC | 165,143 | $6.81M | 2.06% | +464+0.3% | Added |
| Edge Capital Group, LLC | 164,778 | $6.79M | 0.54% | −721−0.4% | Reduced |
| Parkwood LLC | 163,571 | $6.74M | 1.18% | +163,571 | New |
| Woodstock Corp | 162,394 | $6.70M | 0.79% | +3,259+2.0% | Added |
| Squarepoint Ops LLC | 161,750 | $6.67M | 0.05% | −477,983−74.7% | Reduced |
| Aptus Capital Advisors, LLC | 160,908 | $6.63M | 0.30% | +24,932+18.3% | Added |
| Bridge Creek Capital Management LLC | 160,836 | $6.63M | 2.50% | −5,667−3.4% | Reduced |
| Erste Asset Management GmbH | 161,962 | $6.62M | 0.13% | +28,325+21.2% | Added |
| Inlet Private Wealth, LLC | 159,790 | $6.59M | 1.73% | −400−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 159,438 | $6.57M | 0.79% | −2,183−1.4% | Reduced |
| Hyman Charles D | 159,459 | $6.57M | 0.46% | −124−0.1% | Reduced |
| Chilton Capital Management LLC | 159,251 | $6.57M | 0.38% | −102,726−39.2% | Reduced |
| Allstate Corp | 157,912 | $6.51M | 0.22% | −12,992−7.6% | Reduced |
| Gibraltar Capital Management, Inc. | 167,436 | $6.49M | 3.24% | +5,702+3.5% | Added |
| Tower Research Capital LLC (TRC) | 157,426 | $6.49M | 0.17% | −625,285−79.9% | Reduced |
| Whittier Trust Co | 156,955 | $6.47M | 0.12% | +14,190+9.9% | Added |
| Baldwin Brothers Inc | 156,878 | $6.47M | 0.71% | −2,610−1.6% | Reduced |
| Coldstream Capital Management Inc | 156,427 | $6.45M | 0.26% | +4,747+3.1% | Added |