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, Q3 2021
Institutional positions in Bank of America Corp as of Sep 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
- 2,500
- +43 vs. Q2 2021
- Shares held
- 5.85B
- −199.3M (−3.3%) vs. Q2 2021
- Total value
- $248.4B
- −$923.5M (−0.4%) vs. Q2 2021
- New holders
- 144
- 1,016 more added
- Sold out
- 101
- 1,001 more reduced
38 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $0 | 0.00% | −497−99.4% | Reduced |
| John W. Brooker & Co., CPAs | 9 | $0 | 0.00% | −5−35.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 17 | $1.00K | 0.03% | −7−29.2% | Reduced |
| Atticus Wealth Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 12 | $1.00K | 0.00% | +12 | New |
| Filbrandt Wealth Management, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Ogorek Anthony Joseph | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $2.00K | 0.00% | – | – |
| Cordant, Inc. | 55 | $2.00K | 0.00% | +55 | New |
| Ten Capital Wealth Advisors, LLC | 73 | $3.00K | 0.00% | −100−57.8% | Reduced |
| Leelyn Smith, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 137 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Strategic Asset Management, LLC | 188 | $8.00K | 0.01% | +188 | New |
| Corbenic Partners LLC | 209 | $9.00K | 0.00% | +1+0.5% | Added |
| AlphaMark Advisors, LLC | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 230 | $10.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 260 | $11.0K | 0.01% | +260 | New |
| CNB Bank | 289 | $12.0K | 0.01% | −21−6.8% | Reduced |
| Crewe Advisors LLC | 300 | $13.0K | 0.00% | −136−31.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 300 | $13.0K | 0.00% | +300 | New |
| Advocacy Wealth Management Services, LLC | 362 | $15.0K | 0.00% | −192−34.7% | Reduced |
| Mizuho Securities Co. Ltd. | 349 | $15.0K | 0.00% | −82−19.0% | Reduced |
| ClariVest Asset Management LLC | 378 | $16.0K | 0.00% | −38−9.1% | Reduced |
| Professional Financial Advisors, LLC | 387 | $16.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 392 | $17.0K | 0.01% | −86−18.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 397 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 445 | $18.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 415 | $18.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 457 | $19.4K | 0.01% | +30+7.0% | Added |
| Delos Wealth Advisors, LLC | 476 | $20.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 521 | $22.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 558 | $24.0K | 0.02% | +371+198.4% | Added |
| Red Tortoise LLC | 803 | $24.0K | 0.02% | +803 | New |
| Country Trust Bank | 624 | $26.0K | 0.00% | +111+21.6% | Added |
| Sage Private Wealth Group, LLC | 627 | $27.0K | 0.04% | 00.0% | Unchanged |
| Savior LLC | 650 | $28.0K | 0.03% | −1,527−70.1% | Reduced |
| Larson Financial Group LLC | 651 | $28.0K | 0.01% | −705−52.0% | Reduced |
| Horrell Capital Management, Inc. | 690 | $29.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 700 | $29.7K | 0.02% | −55−7.3% | Reduced |
| Newton One Investments LLC | 712 | $30.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 722 | $31.0K | 0.02% | +53+7.9% | Added |
| PrairieView Partners, LLC | 727 | $31.0K | 0.00% | +450+162.5% | Added |
| Perkins Coie Trust Co | 747 | $32.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 760 | $32.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 800 | $34.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 803 | $34.0K | 0.01% | +803 | New |
| Ironwood Financial, llc | 823 | $35.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 820 | $35.0K | 0.01% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 855 | $36.0K | 0.01% | +855 | New |
| McCarthy Grittinger Financial Group, LLC | 859 | $36.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $37.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 867 | $37.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 879 | $37.0K | 0.00% | +353+67.1% | Added |
| Cordasco Financial Network | 891 | $38.0K | 0.03% | −25−2.7% | Reduced |
| Wolverine Asset Management LLC | 932 | $39.0K | 0.00% | −3,314−78.0% | Reduced |
| NewSquare Capital LLC | 910 | $39.0K | 0.00% | +910 | New |
| Hillsdale Investment Management Inc. | 945 | $40.0K | 0.00% | −1,895−66.7% | Reduced |
| Kempen Capital Management N.V. | 942 | $40.0K | 0.00% | −105−10.0% | Reduced |
| Central Bank & Trust Co | 940 | $40.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 938 | $40.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 956 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 980 | $42.0K | 0.02% | −173−15.0% | Reduced |
| Park Circle Co | 1,000 | $42.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,000 | $42.0K | 0.03% | 00.0% | Unchanged |
| Sphinx Trading, LP | 1,000 | $42.0K | 0.06% | +1,000 | New |
| Lee Financial Co | 1,027 | $44.0K | 0.01% | −22−2.1% | Reduced |
| Phoenix Wealth Advisors | 1,070 | $45.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 1,090 | $46.0K | 0.03% | −603−35.6% | Reduced |
| Benjamin Edwards Inc | 1,076 | $46.0K | 0.03% | +1,076 | New |
| Sage Financial Group Inc | 1,096 | $47.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 1,120 | $48.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,162 | $49.0K | 0.01% | +1,162 | New |
| Bell Investment Advisors, Inc | 1,202 | $51.0K | 0.02% | +1,202 | New |
| Tortoise Investment Management, LLC | 1,233 | $52.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,275 | $54.0K | 0.04% | −3,948−75.6% | Reduced |
| Ade, LLC | 1,289 | $55.0K | 0.05% | −352−21.5% | Reduced |
| USA Financial Portformulas Corp | 1,325 | $56.0K | 0.05% | −8−0.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,325 | $56.0K | 0.01% | +828+166.6% | Added |
| Roble, Belko & Company, Inc | 1,364 | $58.0K | 0.01% | −60−4.2% | Reduced |
| Raffa Wealth Management, LLC | 1,377 | $58.5K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1,419 | $60.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,418 | $60.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,434 | $61.0K | 0.04% | +6+0.4% | Added |
| Wealth Quarterback LLC | 1,483 | $63.0K | 0.04% | +8+0.5% | Added |
| First Personal Financial Services | 1,500 | $64.0K | 0.02% | −210−12.3% | Reduced |
| Rocky Mountain Advisers, LLC | 1,531 | $65.0K | 0.08% | −334−17.9% | Reduced |
| Winch Advisory Services, LLC | 1,523 | $65.0K | 0.02% | +7+0.5% | Added |
| Stonebridge Financial Planning Group, LLC | 1,397 | $68.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 1,593 | $68.0K | 0.01% | +1,554+3,984.6% | Added |
| First Financial Corp | 1,654 | $70.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,640 | $70.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,661 | $71.0K | 0.02% | −863−34.2% | Reduced |
| Lake Point Wealth Management | 1,730 | $73.0K | 0.03% | +1+0.1% | Added |