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 |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 56,338 | $2.39M | 1.38% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 56,369 | $2.39M | 0.18% | +1,947+3.6% | Added |
| Continental Advisors LLC | 56,438 | $2.40M | 1.73% | −7,000−11.0% | Reduced |
| Columbia Asset Management | 56,839 | $2.41M | 0.53% | −359−0.6% | Reduced |
| Investment Management of Virginia LLC | 56,863 | $2.41M | 0.46% | +1,325+2.4% | Added |
| Thomasville National Bank | 56,991 | $2.42M | 0.25% | −3,160−5.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 57,048 | $2.42M | 1.57% | −1,944−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 57,047 | $2.42M | 0.10% | −3,373−5.6% | Reduced |
| Corrado Advisors, LLC | 57,271 | $2.43M | 1.51% | +899+1.6% | Added |
| Vision Capital Management, Inc. | 57,792 | $2.45M | 0.40% | +624+1.1% | Added |
| Global Retirement Partners, LLC | 57,821 | $2.45M | 0.24% | +9,247+19.0% | Added |
| Pinnacle Bancorp, Inc. | 58,020 | $2.46M | 0.98% | +43,093+288.7% | Added |
| Horiko Capital Management LLC | 58,161 | $2.47M | 1.07% | −16,058−21.6% | Reduced |
| Little House Capital LLC | 58,152 | $2.47M | 1.45% | +1,859+3.3% | Added |
| FineMark National Bank & Trust | 58,214 | $2.47M | 0.10% | −530−0.9% | Reduced |
| Pacific Asset Management LLC | 58,223 | $2.47M | 2.17% | 00.0% | Unchanged |
| Intersect Capital LLC | 58,300 | $2.48M | 0.42% | +4,417+8.2% | Added |
| Blume Capital Management, Inc. | 58,391 | $2.48M | 0.91% | +150.0% | Added |
| Dorsey & Whitney Trust CO LLC | 58,663 | $2.49M | 0.23% | +291+0.5% | Added |
| NTV Asset Management LLC | 58,939 | $2.50M | 0.43% | −3,100−5.0% | Reduced |
| Trustcore Financial Services, LLC | 59,013 | $2.50M | 0.25% | +162+0.3% | Added |
| Hudson Canyon Capital Management | 59,181 | $2.51M | 1.93% | −2,163−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 64,155 | $2.52M | 0.16% | −764−1.2% | Reduced |
| Strategic Global Advisors, LLC | 59,417 | $2.52M | 0.37% | +13,144+28.4% | Added |
| Ameritas Investment Company, LLC | 59,436 | $2.52M | 0.12% | +22,116+59.3% | Added |
| Columbia Trust Co 01012016 | 59,455 | $2.52M | 1.33% | +1,847+3.2% | Added |
| Cullinan Associates Inc | 59,490 | $2.52M | 0.14% | +143+0.2% | Added |
| 9258 Wealth Management, LLC | 59,656 | $2.53M | 0.68% | −1,926−3.1% | Reduced |
| Berman Capital Advisors, LLC | 59,862 | $2.54M | 0.40% | +6,196+11.5% | Added |
| Lee Capital Holdings LLC | 60,000 | $2.55M | 1.34% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 114,710 | $2.55M | 0.46% | +43,722+61.6% | Added |
| Exane Derivatives | 60,489 | $2.57M | 0.64% | −2,337−3.7% | Reduced |
| Phoenix Holdings Ltd. | 60,725 | $2.59M | 0.05% | −14,375−19.1% | Reduced |
| Sandy Spring Bank | 61,081 | $2.59M | 0.14% | −485−0.8% | Reduced |
| Poehling Capital Management, LLC | 61,121 | $2.60M | 0.88% | −3,130−4.9% | Reduced |
| Agf Investments Inc. | 61,152 | $2.60M | 0.02% | −1,334−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 61,225 | $2.60M | 0.12% | +3,718+6.5% | Added |
| Beacon Financial Group | 60,368 | $2.60M | 0.36% | −714−1.2% | Reduced |
| MRJ Capital Inc | 61,486 | $2.61M | 1.53% | +1,177+2.0% | Added |
| Clifford Swan Investment Counsel LLC | 54,573 | $2.61M | 0.10% | +301+0.6% | Added |
| V Wealth Advisors LLC | 61,534 | $2.61M | 0.41% | −538−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 61,547 | $2.61M | 0.26% | −18,022−22.6% | Reduced |
| Studio Investment Management LLC | 61,867 | $2.63M | 1.13% | +61,867 | New |
| SkyOak Wealth, LLC | 61,995 | $2.63M | 0.71% | −85−0.1% | Reduced |
| Lafayette Investments, Inc. | 62,207 | $2.64M | 0.72% | −214−0.3% | Reduced |
| Essex Investment Management Co LLC | 62,307 | $2.65M | 0.32% | −2,321−3.6% | Reduced |
| Peddock Capital Advisors, LLC | 62,538 | $2.65M | 0.95% | +124+0.2% | Added |
| Change Path, LLC | 62,967 | $2.67M | 0.16% | −5,330−7.8% | Reduced |
| Heritage Trust Co | 63,020 | $2.68M | 0.38% | +7,185+12.9% | Added |
| Cumberland Advisors Inc | 63,450 | $2.69M | 0.62% | −1,650−2.5% | Reduced |
| Ropes Wealth Advisors LLC | 64,117 | $2.72M | 0.44% | −2,579−3.9% | Reduced |
| Greytown Advisors Inc. | 64,138 | $2.72M | 1.21% | +64,138 | New |
| Souders Financial Advisors | 64,245 | $2.73M | 0.88% | +929+1.5% | Added |
| Brookstone Capital Management | 63,225 | $2.73M | 0.05% | −1,156−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 64,252 | $2.73M | 0.20% | +18,121+39.3% | Added |
| Mason Investment Advisory Services, Inc. | 64,528 | $2.74M | 0.28% | 00.0% | Unchanged |
| Markston International LLC | 65,221 | $2.77M | 2.59% | −71,487−52.3% | Reduced |
| Duncker Streett & Co Inc | 65,438 | $2.78M | 0.53% | −2,572−3.8% | Reduced |
| Resources Investment Advisors, LLC. | 65,505 | $2.78M | 0.11% | +3,448+5.6% | Added |
| Brewin Dolphin Ltd | 65,661 | $2.79M | 0.11% | −6,590−9.1% | Reduced |
| Gotham Asset Management, LLC | 66,003 | $2.80M | 0.11% | −36,104−35.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 66,022 | $2.80M | 0.38% | +21,543+48.4% | Added |
| Chesley Taft & Associates LLC | 66,570 | $2.83M | 0.16% | +1,950+3.0% | Added |
| First Dallas Securities Inc. | 66,779 | $2.83M | 1.96% | +1,006+1.5% | Added |
| First Quadrant L P | 66,847 | $2.84M | 0.33% | +365+0.5% | Added |
| Charter Research & Investment Group, Inc. | 67,315 | $2.86M | 2.37% | +520+0.8% | Added |
| Park Avenue Securities LLC | 67,458 | $2.86M | 0.06% | −396−0.6% | Reduced |
| Asset Dedication, LLC | 67,302 | $2.87M | 0.38% | +685+1.0% | Added |
| Baldwin Investment Management, LLC | 68,275 | $2.90M | 0.50% | −730−1.1% | Reduced |
| Wunderlich Capital Managemnt | 68,265 | $2.90M | 1.40% | +1,070+1.6% | Added |
| Perigon Wealth Management, LLC | 68,659 | $2.92M | 0.25% | −3,609−5.0% | Reduced |
| Sentry Investment Management LLC | 68,896 | $2.92M | 0.85% | −12,004−14.8% | Reduced |
| Holderness Investments Co | 69,067 | $2.93M | 0.97% | −226−0.3% | Reduced |
| Toroso Investments, LLC | 69,181 | $2.94M | 0.11% | +7,475+12.1% | Added |
| Tokio Marine Asset Management Co Ltd | 69,198 | $2.94M | 0.26% | +8,153+13.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 69,288 | $2.94M | 0.02% | −4,700−6.4% | Reduced |
| WBH Advisory Inc | 69,291 | $2.94M | 0.40% | −669−1.0% | Reduced |
| Parsons Capital Management Inc | 69,373 | $2.94M | 0.23% | +1,326+1.9% | Added |
| Anchor Investment Management, LLC | 69,509 | $2.95M | 0.41% | +707+1.0% | Added |
| Legacy Capital Partners, Inc. | 69,575 | $2.95M | 1.07% | −5,700−7.6% | Reduced |
| BDO Wealth Advisors, LLC | 69,680 | $2.96M | 0.33% | −402−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 69,738 | $2.96M | 0.15% | +707+1.0% | Added |
| Claraphi Advisory Network, LLC | 69,771 | $2.96M | 1.05% | +1,110+1.6% | Added |
| Hudson Capital Management LLC | 69,856 | $2.96M | 1.19% | −750−1.1% | Reduced |
| Fiera Capital Corp | 69,865 | $2.97M | 0.01% | +69,865 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 70,000 | $2.97M | 0.81% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 70,220 | $2.98M | 1.90% | −773−1.1% | Reduced |
| Compagnie Lombard Odier SCmA | 70,270 | $2.98M | 0.06% | +17,562+33.3% | Added |
| Cubist Systematic Strategies, LLC | 70,332 | $2.99M | 0.04% | −22,945−24.6% | Reduced |
| Checchi Capital Advisers, LLC | 70,556 | $3.00M | 0.37% | +740+1.1% | Added |
| Pathstone Family Office, LLC | 70,836 | $3.00M | 0.09% | +9,758+16.0% | Added |
| Snowden Capital Advisors LLC | 70,902 | $3.01M | 0.15% | +7,789+12.3% | Added |
| Tower Research Capital LLC (TRC) | 70,992 | $3.01M | 0.08% | −86,434−54.9% | Reduced |
| Brighton Jones LLC | 71,043 | $3.02M | 0.16% | +643+0.9% | Added |
| Sepio Capital, LP | 71,094 | $3.02M | 0.25% | +25,152+54.7% | Added |
| Old West Investment Management, LLC | 71,334 | $3.03M | 1.33% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 71,545 | $3.04M | 0.24% | +5,626+8.5% | Added |
| Cohen Investment Advisors LLC | 71,786 | $3.05M | 2.34% | −2,448−3.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 71,893 | $3.05M | 1.10% | −79−0.1% | Reduced |
| Ritholtz Wealth Management | 71,993 | $3.06M | 0.21% | +5,542+8.3% | Added |