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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 19,800 | $840.0K | 0.25% | +756+4.0% | Added |
| Pallas Capital Advisors LLC | 17,363 | $840.0K | 0.09% | −263−1.5% | Reduced |
| Platform Technology Partners | 19,811 | $841.0K | 0.38% | −35,893−64.4% | Reduced |
| Barber Financial Group, Inc. | 19,818 | $841.0K | 0.11% | −233−1.2% | Reduced |
| Accel Wealth Management | 19,807 | $841.0K | 0.54% | +324+1.7% | Added |
| Palumbo Wealth Management LLC | 19,965 | $847.0K | 0.56% | −183−0.9% | Reduced |
| Leisure Capital Management | 19,964 | $847.0K | 0.46% | +201+1.0% | Added |
| ARS Wealth Advisors Group, LLC | 19,970 | $848.0K | 0.15% | +19,970 | New |
| Sarasin & Partners LLP | 20,000 | $849.0K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 20,037 | $851.0K | 0.25% | +191+1.0% | Added |
| Traynor Capital Management, Inc. | 20,080 | $852.0K | 0.12% | +3,479+21.0% | Added |
| Cary Street Partner Investment Advisory LLC | 20,095 | $853.0K | 0.28% | +395+2.0% | Added |
| Pin Oak Investment Advisors Inc | 20,107 | $854.0K | 0.94% | −40−0.2% | Reduced |
| Close Asset Management Ltd | 20,200 | $857.0K | 0.04% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 20,202 | $858.0K | 0.18% | +60+0.3% | Added |
| Intellectus Partners, LLC | 20,235 | $859.0K | 0.21% | +102+0.5% | Added |
| Sargent Investment Group, LLC | 20,268 | $860.0K | 0.21% | +245+1.2% | Added |
| Lederer & Associates Investment Counsel | 20,383 | $865.0K | 0.56% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 19,345 | $865.0K | 0.06% | +1,181+6.5% | Added |
| Riversedge Advisors, LLC | 20,414 | $867.0K | 0.30% | +2,880+16.4% | Added |
| Merit Financial Group, LLC | 20,659 | $877.0K | 0.09% | −380−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,689 | $878.0K | 0.29% | −100−0.5% | Reduced |
| Allegheny Financial Group LTD | 20,714 | $879.0K | 0.40% | −88−0.4% | Reduced |
| Axiom Investment Management LLC | 20,728 | $880.0K | 0.88% | +4,994+31.7% | Added |
| TLWM | 20,768 | $881.0K | 0.33% | +763+3.8% | Added |
| DT Investment Partners, LLC | 20,774 | $882.0K | 0.12% | +20,774 | New |
| Denali Advisors LLC | 20,800 | $883.0K | 0.37% | +7,800+60.0% | Added |
| Relative Value Partners Group, LLC | 20,829 | $884.0K | 0.07% | +20.0% | Added |
| Stock Yards Bank & Trust Co | 20,907 | $887.0K | 0.06% | +578+2.8% | Added |
| Capital Wealth Planning, LLC | 20,935 | $889.0K | 0.02% | −2,273−9.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,987 | $891.0K | 0.14% | +60.0% | Added |
| Lathrop Investment Management Corp | 21,114 | $896.0K | 0.19% | −4,301−16.9% | Reduced |
| ACG Wealth | 21,116 | $896.0K | 0.12% | −323−1.5% | Reduced |
| Tarbox Family Office, Inc. | 21,134 | $897.0K | 0.16% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 21,164 | $898.0K | 0.41% | −100−0.5% | Reduced |
| Curbstone Financial Management Corp | 21,228 | $901.0K | 0.17% | −300−1.4% | Reduced |
| Shepherd Financial Partners LLC | 21,274 | $903.0K | 0.17% | +1,234+6.2% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $910.0K | 0.34% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 21,437 | $910.0K | 0.25% | +4,192+24.3% | Added |
| Addison Capital Co | 21,470 | $911.0K | 0.42% | −100−0.5% | Reduced |
| StoneX Group Inc. | 21,467 | $911.0K | 0.13% | +803+3.9% | Added |
| Citizens National Bank Trust Department | 21,495 | $912.0K | 0.26% | −100−0.5% | Reduced |
| SPC Financial, Inc. | 21,613 | $917.0K | 0.11% | +1,420+7.0% | Added |
| Warren Averett Asset Management, LLC | 19,366 | $920.0K | 0.08% | +255+1.3% | Added |
| Beacon Financial Advisory LLC | 21,697 | $921.0K | 0.48% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21,738 | $923.0K | 0.27% | −85−0.4% | Reduced |
| Covenant Asset Management, LLC | 21,775 | $924.0K | 0.28% | 00.0% | Unchanged |
| Ellevest, Inc. | 21,757 | $924.0K | 0.09% | +1,302+6.4% | Added |
| BOK Financial Private Wealth, Inc. | 21,767 | $924.0K | 0.07% | +4,119+23.3% | Added |
| Cahaba Wealth Management, Inc. | 21,913 | $930.0K | 0.14% | +21,913 | New |
| CKW Financial Group | 21,641 | $932.0K | 0.14% | 00.0% | Unchanged |
| Trust Co of Virginia | 21,958 | $932.0K | 0.10% | +534+2.5% | Added |
| Leavell Investment Management, Inc. | 21,951 | $932.0K | 0.07% | +2,202+11.1% | Added |
| PFG Advisors | 21,977 | $933.0K | 0.11% | −1,371−5.9% | Reduced |
| Accredited Investors Inc. | 22,102 | $938.0K | 0.10% | −241−1.1% | Reduced |
| Freedman Financial Associates, Inc. | 22,148 | $940.0K | 0.69% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 22,171 | $941.0K | 0.25% | −221,242−90.9% | Reduced |
| David Loasby | 22,177 | $941.0K | 0.12% | −150−0.7% | Reduced |
| Wendell David Associates Inc | 22,318 | $947.0K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 22,343 | $948.0K | 0.14% | −3,047−12.0% | Reduced |
| LVW Advisors, LLC | 22,338 | $948.0K | 0.17% | +11,200+100.6% | Added |
| Garrison Point Advisors, LLC | 22,355 | $949.0K | 0.69% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 22,379 | $950.0K | 0.31% | −1,068−4.6% | Reduced |
| Waterfront Wealth Inc. | 22,389 | $950.0K | 0.46% | −1,009−4.3% | Reduced |
| 180 Wealth Advisors, LLC | 20,565 | $954.0K | 0.21% | +50+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 22,499 | $955.0K | 0.02% | +909+4.2% | Added |
| Insight Advisors, LLC | 20,193 | $956.0K | 0.29% | −156−0.8% | Reduced |
| Dorchester Wealth Management Co | 22,588 | $959.0K | 0.24% | −1,200−5.0% | Reduced |
| Monument Capital Management | 22,754 | $966.0K | 0.33% | +11,661+105.1% | Added |
| Navalign, LLC | 22,812 | $968.0K | 0.41% | −158−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 22,860 | $970.0K | 0.24% | +7,028+44.4% | Added |
| Prestige Wealth Management Group LLC | 22,987 | $976.0K | 0.25% | −12,122−34.5% | Reduced |
| Foundations Investment Advisors, LLC | 22,097 | $977.0K | 0.04% | +2,309+11.7% | Added |
| Financial Advisory Service, Inc. | 23,030 | $978.0K | 0.09% | +334+1.5% | Added |
| Liberty Wealth Management LLC | 22,705 | $979.0K | 0.35% | +1,673+8.0% | Added |
| Mount Yale Investment Advisors, LLC | 23,271 | $988.0K | 0.11% | +1,337+6.1% | Added |
| Cypress Asset Management Inc | 23,318 | $990.0K | 0.26% | +1,000+4.5% | Added |
| Norris Financial Group, LLC | 23,484 | $996.9K | 0.66% | +140+0.6% | Added |
| First National Bank Sioux Falls | 23,482 | $997.0K | 1.67% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 23,566 | $1.00M | 0.18% | −200−0.8% | Reduced |
| Telemus Capital, LLC | 23,602 | $1.00M | 0.08% | +4,209+21.7% | Added |
| Pictet Bank & Trust Ltd | 23,659 | $1.00M | 0.62% | −1,750−6.9% | Reduced |
| Ssi Investment Management LLC | 23,624 | $1.00M | 0.06% | +135+0.6% | Added |
| Ballast, Inc. | 23,672 | $1.00M | 0.42% | +2,312+10.8% | Added |
| SlateStone Wealth, LLC | 23,753 | $1.01M | 0.23% | +53+0.2% | Added |
| MBL Wealth, LLC | 23,747 | $1.01M | 0.35% | +23,747 | New |
| Cookson Peirce & Co Inc | 23,812 | $1.01M | 0.06% | +633+2.7% | Added |
| Founders Capital Management, LLC | 23,850 | $1.01M | 0.26% | −5,000−17.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,907 | $1.01M | 0.26% | +759+3.3% | Added |
| S&T Bank | 23,950 | $1.02M | 0.16% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 23,940 | $1.02M | 0.82% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 23,460 | $1.02M | 0.40% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 23,971 | $1.02M | 0.14% | −1,999−7.7% | Reduced |
| Windsor Group LTD | 23,684 | $1.02M | 0.21% | +85+0.4% | Added |
| Royal Fund Management, LLC | 24,033 | $1.02M | 0.16% | +1,429+6.3% | Added |
| West Family Investments, Inc. | 24,029 | $1.02M | 0.27% | +2,165+9.9% | Added |
| Highland Private Wealth Management | 24,074 | $1.02M | 0.14% | +982+4.3% | Added |
| Personal Cfo Solutions, LLC | 24,102 | $1.02M | 0.21% | −326−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 24,241 | $1.03M | 0.04% | −560−2.3% | Reduced |
| Gamble Jones Investment Counsel | 24,238 | $1.03M | 0.07% | 00.0% | Unchanged |