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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 24,262 | $1.03M | 0.07% | +967+4.2% | Added |
| LexAurum Advisors, LLC | 24,290 | $1.03M | 0.30% | −444−1.8% | Reduced |
| MCF Advisors LLC | 24,458 | $1.04M | 0.11% | +1,087+4.7% | Added |
| Fortem Financial Group, LLC | 24,506 | $1.04M | 0.53% | +9,906+67.8% | Added |
| Boston Common Asset Management, LLC | 24,617 | $1.04M | 0.05% | −286−1.1% | Reduced |
| Minot Wealth Management LLC | 24,644 | $1.05M | 0.23% | −152−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 24,802 | $1.05M | 0.61% | +216+0.9% | Added |
| FourThought Financial, LLC | 24,847 | $1.05M | 0.14% | −200−0.8% | Reduced |
| Proffitt & Goodson Inc | 24,825 | $1.05M | 0.19% | −130−0.5% | Reduced |
| Cim Investment Mangement Inc | 24,901 | $1.06M | 0.33% | −846−3.3% | Reduced |
| Wealth Alliance | 24,997 | $1.06M | 0.24% | −3,369−11.9% | Reduced |
| PCJ Investment Counsel Ltd. | 25,000 | $1.06M | 0.38% | +25,000 | New |
| Old Port Advisors | 24,055 | $1.06M | 0.39% | +82+0.3% | Added |
| First Foundation Advisors | 25,157 | $1.07M | 0.04% | −11,896−32.1% | Reduced |
| BerganKDV Wealth Management, LLC | 25,170 | $1.07M | 0.12% | −1,037−4.0% | Reduced |
| Sippican Capital Advisors | 25,208 | $1.07M | 0.93% | −187−0.7% | Reduced |
| Perpetual Investment Management Ltd | 25,300 | $1.07M | 0.14% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 24,340 | $1.08M | 0.19% | −2,759−10.2% | Reduced |
| Cornerstone Wealth Management, LLC | 25,355 | $1.08M | 0.11% | −884−3.4% | Reduced |
| Hobart Private Capital, LLC | 25,365 | $1.08M | 0.42% | −453−1.8% | Reduced |
| Bridgewater Advisors Inc. | 25,361 | $1.08M | 0.30% | +405+1.6% | Added |
| Evoke Wealth, LLC | 25,413 | $1.08M | 0.04% | −272−1.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 25,459 | $1.08M | 0.25% | 00.0% | Unchanged |
| GFG Capital, LLC | 25,489 | $1.08M | 0.34% | −368−1.4% | Reduced |
| Rossmore Private Capital | 25,511 | $1.08M | 0.19% | −25−0.1% | Reduced |
| Stony Point Wealth Management Inc. | 25,535 | $1.08M | 0.65% | −810−3.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,563 | $1.08M | 0.08% | −300−1.2% | Reduced |
| Aspire Private Capital, LLC | 25,563 | $1.08M | 0.36% | +725+2.9% | Added |
| Patron Partners Advisors, LLC | 25,596 | $1.09M | 0.80% | −1,225−4.6% | Reduced |
| Green Harvest Asset Management LLC | 25,596 | $1.09M | 0.17% | +1,062+4.3% | Added |
| Cape Ann Savings Bank | 25,649 | $1.09M | 0.70% | +640+2.6% | Added |
| Winthrop Advisory Group LLC | 25,712 | $1.09M | 0.24% | +429+1.7% | Added |
| Vectors Research Management, LLC | 25,728 | $1.09M | 0.26% | −750−2.8% | Reduced |
| HNP Capital LLC | 25,728 | $1.09M | 0.27% | −750−2.8% | Reduced |
| Golden State Wealth Management, LLC | 25,762 | $1.09M | 0.24% | +22+0.1% | Added |
| Worth Venture Partners, LLC | 25,842 | $1.10M | 0.50% | 00.0% | Unchanged |
| Golden Green, Inc. | 25,953 | $1.10M | 0.86% | +13,642+110.8% | Added |
| Boyd Watterson Asset Management LLC | 26,039 | $1.10M | 0.41% | +31+0.1% | Added |
| RMB Capital Management, LLC | 26,066 | $1.11M | 0.04% | 00.0% | Unchanged |
| Independent Investors Inc | 26,140 | $1.11M | 0.28% | +1,000+4.0% | Added |
| Capital Asset Advisory Services LLC | 26,222 | $1.11M | 0.12% | +331+1.3% | Added |
| Good Life Advisors, LLC | 26,271 | $1.11M | 0.15% | +3,239+14.1% | Added |
| Bank of Hawaii | 26,266 | $1.11M | 0.06% | +4,669+21.6% | Added |
| First Command Bank | 26,377 | $1.12M | 0.19% | +147+0.6% | Added |
| First Command Financial Services, Inc. | 26,377 | $1.12M | 0.19% | +147+0.6% | Added |
| Allen Capital Group, LLC | 26,442 | $1.12M | 0.23% | +115+0.4% | Added |
| Parsec Financial Management, Inc. | 23,936 | $1.12M | 0.05% | +1,073+4.7% | Added |
| Cutter & CO Brokerage, Inc. | 26,541 | $1.13M | 0.27% | +577+2.2% | Added |
| Quadrant Private Wealth Management, LLC | 26,626 | $1.13M | 0.47% | +596+2.3% | Added |
| Keystone Financial Group | 26,745 | $1.14M | 0.21% | +69+0.3% | Added |
| Cubic Asset Management, LLC | 26,771 | $1.14M | 0.28% | +508+1.9% | Added |
| PBMares Wealth Management LLC | 26,855 | $1.14M | 0.54% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 26,947 | $1.14M | 0.70% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 27,017 | $1.15M | 0.15% | +10,885+67.5% | Added |
| Gradient Capital Advisors, LLC | 27,072 | $1.15M | 0.53% | +845+3.2% | Added |
| Fort Sheridan Advisors LLC | 27,070 | $1.15M | 0.38% | +2,141+8.6% | Added |
| Vista Wealth Management Group, LLC | 27,189 | $1.15M | 0.21% | −476−1.7% | Reduced |
| TCI Wealth Advisors, Inc. | 27,238 | $1.16M | 0.18% | +1,247+4.8% | Added |
| Plante Moran Financial Advisors, LLC | 27,251 | $1.16M | 0.26% | +4,463+19.6% | Added |
| KLCM Advisors, Inc. | 27,364 | $1.16M | 0.25% | −7,679−21.9% | Reduced |
| Sequoia Financial Advisors, LLC | 27,397 | $1.16M | 0.12% | −23,326−46.0% | Reduced |
| TCW Group Inc | 27,386 | $1.16M | 0.01% | −970−3.4% | Reduced |
| Oakworth Capital, Inc. | 27,783 | $1.18M | 0.11% | +150+0.5% | Added |
| Annandale Capital, LLC | 27,853 | $1.18M | 0.71% | +10.0% | Added |
| LBMC Investment Advisors, LLC | 26,725 | $1.18M | 0.11% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 28,105 | $1.19M | 1.98% | +465+1.7% | Added |
| Private Capital Group, LLC | 28,123 | $1.20M | 0.27% | −880−3.0% | Reduced |
| Mattern Wealth Management LLC | 28,194 | $1.20M | 0.40% | +100+0.4% | Added |
| Weik Capital Management | 28,320 | $1.20M | 0.50% | +820+3.0% | Added |
| Greenwich Wealth Management LLC | 28,402 | $1.21M | 0.10% | +138+0.5% | Added |
| NBT Bank N A | 28,411 | $1.21M | 0.17% | +498+1.8% | Added |
| Founders Financial Securities LLC | 28,456 | $1.21M | 0.24% | +988+3.6% | Added |
| Geneva Partners, LLC | 28,525 | $1.21M | 0.60% | −54,240−65.5% | Reduced |
| Altfest L J & Co Inc | 28,529 | $1.21M | 0.25% | −725−2.5% | Reduced |
| BBR Partners, LLC | 28,569 | $1.21M | 0.10% | −1,922−6.3% | Reduced |
| Aaron Wealth Advisors | 28,578 | $1.21M | 0.34% | +1,029+3.7% | Added |
| First National Bank of Omaha | 28,617 | $1.22M | 0.06% | −2,235−7.2% | Reduced |
| Wrapmanager Inc | 28,993 | $1.23M | 0.32% | +413+1.4% | Added |
| American Research & Management Co. | 29,034 | $1.23M | 0.28% | −250−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 29,131 | $1.24M | 0.15% | −2,625−8.3% | Reduced |
| Mission Wealth Management, LP | 29,201 | $1.24M | 0.06% | −1,436−4.7% | Reduced |
| Canvas Wealth Advisors, LLC | 29,211 | $1.24M | 0.51% | −790−2.6% | Reduced |
| AlphaStar Capital Management, LLC | 26,478 | $1.24M | 0.08% | +26,478 | New |
| OPSEU Pension Plan Trust Fund | 28,902 | $1.24M | 0.31% | +39+0.1% | Added |
| Monterey Private Wealth, Inc. | 28,168 | $1.25M | 0.70% | +21+0.1% | Added |
| Oder Investment Management, LLC | 29,384 | $1.25M | 1.83% | −503−1.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 29,438 | $1.25M | 0.55% | −3,477−10.6% | Reduced |
| Bragg Financial Advisors, Inc | 29,443 | $1.25M | 0.08% | −1,132−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 29,443 | $1.25M | 0.20% | −418−1.4% | Reduced |
| Smith, Salley & Associates | 29,514 | $1.25M | 0.10% | −2,057−6.5% | Reduced |
| CPWM, LLC | 29,574 | $1.25M | 0.12% | −954−3.1% | Reduced |
| Spirit of America Management Corp | 29,600 | $1.26M | 0.27% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 29,656 | $1.26M | 0.22% | +1,178+4.1% | Added |
| Founders Financial Alliance, LLC | 29,862 | $1.27M | 0.59% | −130−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 29,860 | $1.27M | 0.06% | +380+1.3% | Added |
| Van Cleef Asset Management,Inc | 29,884 | $1.27M | 0.19% | −1,120−3.6% | Reduced |
| Balentine LLC | 29,884 | $1.27M | 0.05% | +15,759+111.6% | Added |
| Capital International Sarl | 29,942 | $1.27M | 0.11% | −2,035−6.4% | Reduced |
| Anson Funds Management LP | 30,000 | $1.27M | 0.16% | −30,000−50.0% | Reduced |
| Viking Fund Management LLC | 30,000 | $1.27M | 0.37% | 00.0% | Unchanged |