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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 72,069 | $3.06M | 0.31% | +5,182+7.7% | Added |
| Trust Asset Management LLC | 72,143 | $3.06M | 0.42% | +2,271+3.3% | Added |
| Eisler Capital (UK) Ltd. | 72,220 | $3.07M | 0.36% | +7,375+11.4% | Added |
| Piscataqua Savings Bank | 72,356 | $3.07M | 2.65% | −100−0.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 72,936 | $3.10M | 0.82% | −1,575−2.1% | Reduced |
| Tower Bridge Advisors | 72,939 | $3.10M | 0.21% | +1,311+1.8% | Added |
| Edge Wealth Management LLC | 73,008 | $3.10M | 0.60% | −3,958−5.1% | Reduced |
| Truehand, Inc | 73,091 | $3.10M | 1.83% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 73,284 | $3.11M | 1.23% | −2,866−3.8% | Reduced |
| Capital Investment Counsel, Inc | 73,319 | $3.11M | 0.68% | +14,028+23.7% | Added |
| Plimoth Trust Co LLC | 73,503 | $3.12M | 0.88% | +2,184+3.1% | Added |
| Check Capital Management Inc | 73,577 | $3.12M | 0.27% | −1,755−2.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.14M | 1.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 74,042 | $3.14M | 0.10% | −7,425−9.1% | Reduced |
| Banco de Sabadell, S.A | 74,237 | $3.15M | 2.12% | −42−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 74,345 | $3.16M | 0.88% | +668+0.9% | Added |
| Capital Analysts, LLC | 74,395 | $3.16M | 0.21% | +3,937+5.6% | Added |
| Triasima Portfolio Management inc. | 74,750 | $3.17M | 0.17% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 75,005 | $3.18M | 0.31% | −2,111−2.7% | Reduced |
| Odey Asset Management Group Ltd | 75,500 | $3.21M | 0.85% | +65,000+619.0% | Added |
| Alps Advisors Inc | 75,547 | $3.21M | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 75,594 | $3.21M | 0.86% | +75,594 | New |
| Exchange Capital Management, Inc. | 75,611 | $3.21M | 0.62% | −60,924−44.6% | Reduced |
| Abbrea Capital, LLC | 75,711 | $3.21M | 0.48% | +2,130+2.9% | Added |
| Integrated Advisors Network LLC | 75,975 | $3.23M | 0.21% | +9,307+14.0% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $3.23M | 0.14% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 76,168 | $3.23M | 0.41% | +3,695+5.1% | Added |
| Boston Financial Mangement LLC | 76,300 | $3.24M | 0.13% | +4,000+5.5% | Added |
| Welch Group, LLC | 76,361 | $3.24M | 0.22% | +654+0.9% | Added |
| Coastline Trust Co | 76,461 | $3.25M | 0.40% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 76,669 | $3.25M | 1.07% | +832+1.1% | Added |
| Venture Visionary Partners LLC | 77,127 | $3.27M | 0.23% | +15,427+25.0% | Added |
| Symmetry Partners, LLC | 74,204 | $3.28M | 0.22% | +16,673+29.0% | Added |
| Redwood Grove Capital, LLC | 77,400 | $3.29M | 1.87% | 00.0% | Unchanged |
| Savant Capital, LLC | 77,525 | $3.29M | 0.12% | +505+0.7% | Added |
| Cadence Bank NA | 77,591 | $3.29M | 0.98% | +1,570+2.1% | Added |
| Sutton Wealth Advisors Inc. | 78,301 | $3.32M | 1.23% | +438+0.6% | Added |
| Busey Wealth Management | 79,492 | $3.38M | 0.14% | −2,153−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 80,137 | $3.40M | 0.04% | −1,903−2.3% | Reduced |
| Colony Group LLC | 80,259 | $3.41M | 0.07% | −6,024−7.0% | Reduced |
| Court Place Advisors, LLC | 80,254 | $3.41M | 1.01% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 80,491 | $3.42M | 1.68% | −209−0.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 77,395 | $3.43M | 2.06% | −30,436−28.2% | Reduced |
| Assenagon Asset Management S.A. | 81,041 | $3.44M | 0.01% | +66,499+457.3% | Added |
| Brookmont Capital Management | 81,232 | $3.45M | 2.03% | −469−0.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 81,420 | $3.46M | 1.70% | −62−0.1% | Reduced |
| Bouvel Investment Partners, LLC | 81,960 | $3.48M | 1.97% | +2,138+2.7% | Added |
| Wall Street Access Asset Management, LLC | 82,084 | $3.48M | 1.54% | +39,502+92.8% | Added |
| Beaumont Financial Partners, LLC | 82,235 | $3.49M | 0.27% | −386−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 82,334 | $3.50M | 0.27% | +892+1.1% | Added |
| Windsor Creek Advisors, LLC | 82,715 | $3.51M | 1.58% | −4,812−5.5% | Reduced |
| Birmingham Capital Management Co Inc | 82,802 | $3.52M | 1.35% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 82,930 | $3.52M | 0.26% | +4,360+5.5% | Added |
| Hennessy Advisors Inc | 83,000 | $3.52M | 0.21% | −6,000−6.7% | Reduced |
| Waycross Partners, LLC | 83,128 | $3.53M | 2.22% | −49,043−37.1% | Reduced |
| TrinityPoint Wealth, LLC | 83,509 | $3.54M | 0.68% | +2,754+3.4% | Added |
| AdvisorNet Financial, Inc | 83,539 | $3.55M | 0.25% | −619−0.7% | Reduced |
| Geneos Wealth Management Inc. | 82,369 | $3.55M | 0.14% | +213+0.3% | Added |
| HighPoint Advisor Group LLC | 84,040 | $3.57M | 0.35% | −7,866−8.6% | Reduced |
| Community Bank of Raymore | 84,943 | $3.60M | 1.08% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 85,023 | $3.61M | 1.38% | +7,772+10.1% | Added |
| Beaton Management Co. Inc. | 85,102 | $3.61M | 2.39% | +1,000+1.2% | Added |
| Pecaut & Co. | 85,253 | $3.62M | 2.16% | −2,098−2.4% | Reduced |
| Mount Vernon Associates Inc | 85,244 | $3.62M | 3.32% | +1,250+1.5% | Added |
| Simplex Trading, LLC | 87,205 | $3.62M | 0.13% | +5,328+6.5% | Added |
| Heron Bay Capital Management | 85,469 | $3.63M | 1.87% | +1,148+1.4% | Added |
| Q Capital Solutions | 85,650 | $3.64M | 2.67% | +5,950+7.5% | Added |
| Steel Peak Wealth Management LLC | 85,711 | $3.64M | 0.25% | −963−1.1% | Reduced |
| Parcion Private Wealth LLC | 78,669 | $3.65M | 0.32% | +58+0.1% | Added |
| Granite Investment Advisors, LLC | 86,088 | $3.65M | 0.59% | −34,853−28.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 85,617 | $3.66M | 0.11% | +40,000+87.7% | Added |
| Heritage Wealth Advisors | 86,429 | $3.67M | 0.22% | −50−0.1% | Reduced |
| Clarius Group, LLC | 86,426 | $3.67M | 0.33% | +1,507+1.8% | Added |
| Altium Wealth Management LLC | 86,420 | $3.67M | 0.26% | +3,521+4.2% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.67M | 0.50% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 86,658 | $3.68M | 0.20% | −470−0.5% | Reduced |
| 1st Source Bank | 87,071 | $3.70M | 0.23% | −98−0.1% | Reduced |
| Triangle Securities Wealth Management | 87,091 | $3.70M | 1.25% | +55+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 87,164 | $3.70M | 0.14% | −797−0.9% | Reduced |
| True North Advisors, LLC | 87,242 | $3.70M | 0.73% | +1,488+1.7% | Added |
| American Portfolios Advisors | 87,301 | $3.71M | 0.14% | −15,291−14.9% | Reduced |
| Cohen Lawrence B | 87,430 | $3.71M | 1.96% | +3,022+3.6% | Added |
| American Assets Inc | 87,500 | $3.71M | 1.07% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 87,710 | $3.72M | 0.84% | −513−0.6% | Reduced |
| Van Eck Associates Corp | 87,832 | $3.73M | 0.01% | −5,093−5.5% | Reduced |
| Shilanski & Associates, Inc. | 88,011 | $3.74M | 1.74% | −7,102−7.5% | Reduced |
| Meritage Portfolio Management | 88,085 | $3.74M | 0.22% | −299−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 88,346 | $3.75M | 0.17% | −440.0% | Reduced |
| St. Johns Investment Management Company, LLC | 88,332 | $3.75M | 2.06% | +1,196+1.4% | Added |
| Patton Albertson Miller Group, LLC | 88,356 | $3.75M | 0.72% | +2,532+3.0% | Added |
| First Horizon Advisors, Inc. | 88,631 | $3.76M | 0.12% | +6,751+8.2% | Added |
| Oliver Luxxe Assets LLC | 88,626 | $3.76M | 1.04% | +3,899+4.6% | Added |
| Caldwell Trust Co | 88,802 | $3.77M | 0.48% | +6,029+7.3% | Added |
| Duality Advisers, LP | 89,214 | $3.79M | 0.29% | +89,214 | New |
| SeaCrest Wealth Management, LLC | 89,591 | $3.80M | 0.46% | −16,307−15.4% | Reduced |
| Grove Bank & Trust | 89,709 | $3.81M | 0.80% | +24,072+36.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 90,348 | $3.83M | 0.88% | 00.0% | Unchanged |
| Guardian Investment Management | 90,379 | $3.84M | 2.83% | +75,900+524.2% | Added |
| Princeton Global Asset Management LLC | 90,356 | $3.84M | 1.17% | +95+0.1% | Added |
| London Co of Virginia | 90,357 | $3.84M | 0.02% | +3,410+3.9% | Added |