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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 30,019 | $1.27M | 0.25% | +1,260+4.4% | Added |
| Kidder Stephen W | 30,065 | $1.28M | 0.40% | 00.0% | Unchanged |
| United Services Automobile Association | 30,087 | $1.28M | 0.02% | −4,894−14.0% | Reduced |
| Sargent Bickham Lagudis LLC | 30,103 | $1.28M | 0.10% | +1,760+6.2% | Added |
| Peoples Bank | 30,167 | $1.28M | 0.68% | −618−2.0% | Reduced |
| Sawgrass Asset Management LLC | 30,191 | $1.28M | 0.13% | −520−1.7% | Reduced |
| Mark Stevens | 30,250 | $1.28M | 0.14% | +1,279+4.4% | Added |
| Highlander Capital Management, LLC | 30,344 | $1.29M | 0.65% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 30,361 | $1.29M | 0.19% | +226+0.7% | Added |
| FinTrust Capital Advisors, LLC | 30,420 | $1.29M | 0.34% | −5,609−15.6% | Reduced |
| Strategic Investment Advisors | 30,447 | $1.29M | 0.28% | +1,066+3.6% | Added |
| Zions Bancorporation, N.A. | 30,521 | $1.30M | 0.13% | +1,627+5.6% | Added |
| Eastern Bank | 30,562 | $1.30M | 0.06% | −771−2.5% | Reduced |
| Roman Butler Fullerton & Co | 28,141 | $1.30M | 0.61% | +93+0.3% | Added |
| Krilogy Financial LLC | 30,746 | $1.30M | 0.13% | +77+0.3% | Added |
| Occudo Quantitative Strategies LP | 30,749 | $1.30M | 0.16% | +30,749 | New |
| Family Legacy, Inc. | 29,453 | $1.31M | 0.59% | +5,564+23.3% | Added |
| Orion Capital Management LLC | 30,864 | $1.31M | 0.79% | 00.0% | Unchanged |
| MSD Partners, L.P. | 30,916 | $1.31M | 0.05% | −30,914−50.0% | Reduced |
| Optimal Asset Management, Inc. | 30,896 | $1.31M | 0.16% | +50+0.2% | Added |
| Vigilare Wealth Management | 30,909 | $1.31M | 0.81% | +3,370+12.2% | Added |
| Ullmann Financial Group, Inc. | 30,960 | $1.31M | 0.52% | +1,206+4.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,029 | $1.32M | 0.05% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 31,052 | $1.32M | 0.57% | −1,433−4.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,126 | $1.32M | 0.03% | −2,100−6.3% | Reduced |
| Financial Advocates Investment Management | 31,129 | $1.32M | 0.09% | −6,372−17.0% | Reduced |
| RSM US Wealth Management LLC | 31,141 | $1.32M | 0.07% | −1,530−4.7% | Reduced |
| Herold Advisors, Inc. | 31,241 | $1.33M | 0.52% | +31,241 | New |
| Stonebridge Capital Advisors LLC | 31,453 | $1.33M | 0.16% | +142+0.5% | Added |
| Granite Investment Partners, LLC | 31,448 | $1.33M | 0.04% | +300+1.0% | Added |
| Cowa, LLC | 31,539 | $1.34M | 0.77% | +430+1.4% | Added |
| Dakota Wealth Management | 31,643 | $1.34M | 0.16% | +3,465+12.3% | Added |
| Sovereign Financial Group, Inc. | 31,660 | $1.34M | 0.77% | −3,318−9.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 31,839 | $1.35M | 0.61% | +31,839 | New |
| Physicians Financial Services, Inc. | 31,876 | $1.35M | 0.55% | −300−0.9% | Reduced |
| Clearview Wealth Advisors LLC | 31,899 | $1.35M | 0.86% | +1,153+3.8% | Added |
| Summit Trail Advisors, LLC | 31,958 | $1.36M | 0.10% | +3,420+12.0% | Added |
| CWA Asset Management Group, LLC | 32,086 | $1.36M | 0.11% | +955+3.1% | Added |
| Cottage Street Advisors LLC | 32,190 | $1.37M | 0.92% | +92+0.3% | Added |
| Coastal Bridge Advisors, LLC | 32,261 | $1.37M | 0.32% | +18+0.1% | Added |
| San Luis Wealth Advisors LLC | 32,277 | $1.37M | 0.76% | +32,277 | New |
| Coldstream Capital Management Inc | 57,009 | $1.37M | 0.07% | −99,418−63.6% | Reduced |
| AIA Group Ltd | 32,414 | $1.38M | 0.08% | +10,151+45.6% | Added |
| Summit Financial, LLC | 32,498 | $1.38M | 0.12% | +32,498 | New |
| Curated Wealth Partners LLC | 32,562 | $1.38M | 0.77% | +297+0.9% | Added |
| Accurate Wealth Management, LLC | 23,641 | $1.39M | 1.22% | +15,079+176.1% | Added |
| S.A. Mason LLC | 32,700 | $1.39M | 0.91% | +60.0% | Added |
| Bank Hapoalim BM | 32,778 | $1.39M | 0.15% | −5,105−13.5% | Reduced |
| Washington Capital Management Inc | 32,790 | $1.39M | 1.23% | −3,375−9.3% | Reduced |
| Sunbelt Securities, Inc. | 36,809 | $1.40M | 0.25% | 00.0% | Unchanged |
| Eos Management, L.P. | 32,884 | $1.40M | 0.87% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 32,879 | $1.40M | 0.31% | +4,322+15.1% | Added |
| Banyan Capital Management, Inc. | 32,913 | $1.40M | 0.89% | 00.0% | Unchanged |
| JB Capital LLC | 33,153 | $1.41M | 0.18% | +33,153 | New |
| Community Bank, N.A. | 33,455 | $1.42M | 0.17% | −1,695−4.8% | Reduced |
| IFG Advisory, LLC | 33,453 | $1.42M | 0.15% | −499−1.5% | Reduced |
| Buckhead Capital Management LLC | 33,481 | $1.42M | 0.32% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 33,656 | $1.43M | 0.17% | −987−2.8% | Reduced |
| Roosevelt Investment Group LLC | 33,670 | $1.43M | 0.09% | −90.0% | Reduced |
| Csenge Advisory Group | 33,186 | $1.43M | 0.12% | −11,600−25.9% | Reduced |
| Childress Capital Advisors, LLC | 33,454 | $1.43M | 0.58% | +12,170+57.2% | Added |
| Inscription Capital, LLC | 33,734 | $1.43M | 0.45% | −83,227−71.2% | Reduced |
| Stonnington Group, LLC | 32,418 | $1.44M | 0.32% | −1,935−5.6% | Reduced |
| Citadel Investment Advisory, Inc. | 33,921 | $1.44M | 0.89% | 00.0% | Unchanged |
| M&R Capital Management Inc | 33,987 | $1.44M | 0.33% | +122+0.4% | Added |
| Rational Advisors LLC | 33,994 | $1.44M | 0.11% | −21,394−38.6% | Reduced |
| Financial Architects, Inc | 34,041 | $1.45M | 0.21% | −3,534−9.4% | Reduced |
| Samalin Investment Counsel, LLC | 34,708 | $1.47M | 0.96% | −494−1.4% | Reduced |
| City Holding Co | 34,806 | $1.48M | 0.25% | −2,628−7.0% | Reduced |
| Marcum Wealth, LLC | 34,858 | $1.48M | 0.23% | +4,404+14.5% | Added |
| Americana Partners, LLC | 34,866 | $1.48M | 0.36% | +26,263+305.3% | Added |
| Princeton Capital Management LLC | 34,929 | $1.48M | 0.47% | 00.0% | Unchanged |
| Mathes Company, Inc. | 35,000 | $1.49M | 0.55% | 00.0% | Unchanged |
| Apriem Advisors | 35,041 | $1.49M | 0.21% | −148−0.4% | Reduced |
| Biltmore Family Office, LLC | 35,156 | $1.49M | 0.36% | +6,342+22.0% | Added |
| Pegasus Partners Ltd. | 35,186 | $1.49M | 0.27% | −1,400−3.8% | Reduced |
| Lake Street Financial LLC | 35,218 | $1.50M | 0.37% | +713+2.1% | Added |
| Parisi Gray Wealth Management | 34,887 | $1.50M | 0.62% | −230−0.7% | Reduced |
| Abacus Planning Group, Inc. | 35,596 | $1.51M | 0.48% | −436−1.2% | Reduced |
| Vanguard Capital Wealth Advisors | 35,613 | $1.51M | 1.15% | −3,499−8.9% | Reduced |
| Pinnacle Holdings, LLC | 35,748 | $1.52M | 0.67% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 35,807 | $1.52M | 0.51% | +421+1.2% | Added |
| Kingfisher Capital LLC | 35,814 | $1.52M | 0.39% | +849+2.4% | Added |
| Wittenberg Investment Management, Inc. | 35,863 | $1.52M | 0.58% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 35,906 | $1.52M | 0.49% | +61+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 35,981 | $1.53M | 1.00% | +525+1.5% | Added |
| Blue Edge Capital, LLC | 36,000 | $1.53M | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,034 | $1.53M | 0.09% | −2,154−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 36,107 | $1.53M | 0.50% | −570−1.6% | Reduced |
| Meridian Wealth Management, LLC | 36,143 | $1.53M | 0.19% | +1,886+5.5% | Added |
| Aspiriant, LLC | 36,275 | $1.54M | 0.09% | −85−0.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.54M | 0.47% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 36,314 | $1.54M | 0.06% | −9,242−20.3% | Reduced |
| X-Square Capital, LLC | 36,139 | $1.54M | 0.80% | +3,236+9.8% | Added |
| Tempus Wealth Planning, LLC | 36,540 | $1.55M | 0.88% | +938+2.6% | Added |
| CMG Global Holdings, LLC | 36,680 | $1.56M | 1.16% | −9,271−20.2% | Reduced |
| Selective Wealth Management, Inc. | 36,918 | $1.57M | 0.83% | −24,058−39.5% | Reduced |
| US Asset Management LLC | 37,104 | $1.57M | 1.53% | +37,104 | New |
| Bar Harbor Trust Services | 37,148 | $1.58M | 0.49% | +2,421+7.0% | Added |
| Burleson & Company, LLC | 37,207 | $1.58M | 0.24% | +62+0.2% | Added |