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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 119,195 | $5.06M | 0.56% | −2,031−1.7% | Reduced |
| Cunning Capital Partners, LP | 119,760 | $5.08M | 2.68% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 119,921 | $5.09M | 1.61% | +4,562+4.0% | Added |
| Pensionfund DSM Netherlands | 120,000 | $5.09M | 0.65% | +120,000 | New |
| Mandatum Life Insurance Co Ltd | 120,285 | $5.11M | 0.95% | 00.0% | Unchanged |
| Cutler Group LP | 120,363 | $5.11M | 0.39% | +40,292+50.3% | Added |
| Tectonic Advisors LLC | 120,524 | $5.12M | 1.00% | +669+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120,784 | $5.13M | 0.42% | +2,372+2.0% | Added |
| Abbot Financial Management, Inc. | 121,682 | $5.17M | 2.35% | −1,021−0.8% | Reduced |
| Bank Ozk | 121,756 | $5.17M | 2.34% | +235+0.2% | Added |
| JustInvest LLC | 121,979 | $5.18M | 0.47% | +15,467+14.5% | Added |
| Asset Management Advisors, LLC | 122,185 | $5.19M | 3.92% | −2,795−2.2% | Reduced |
| Mengis Capital Management, Inc. | 122,357 | $5.19M | 1.09% | +210+0.2% | Added |
| Formidable Asset Management, LLC | 123,264 | $5.23M | 0.98% | +111,530+950.5% | Added |
| Diversified Trust Co | 123,753 | $5.25M | 0.19% | −11,350−8.4% | Reduced |
| S&CO Inc | 124,491 | $5.28M | 0.41% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 124,598 | $5.29M | 3.44% | +130+0.1% | Added |
| Bessemer Securities LLC | 125,090 | $5.31M | 1.81% | +27,620+28.3% | Added |
| IFP Advisors, Inc | 125,716 | $5.32M | 0.11% | +34,647+38.0% | Added |
| Essex Financial Services, Inc. | 125,407 | $5.32M | 0.61% | +7,267+6.2% | Added |
| Ami Investment Management Inc | 125,522 | $5.33M | 2.28% | −11,923−8.7% | Reduced |
| London & Capital Asset Management Ltd | 125,858 | $5.34M | 0.39% | −113−0.1% | Reduced |
| Credit Capital Investments LLC | 126,000 | $5.35M | 5.80% | −10,000−7.4% | Reduced |
| Reliant Investment Management, LLC | 126,004 | $5.35M | 2.66% | −1,675−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 126,252 | $5.36M | 0.50% | −1,419−1.1% | Reduced |
| Horizon Investments, LLC | 126,421 | $5.37M | 0.17% | +84,935+204.7% | Added |
| Transcend Wealth Collective, LLC | 112,035 | $5.37M | 0.48% | −1,215−1.1% | Reduced |
| Lynch & Associates | 127,003 | $5.39M | 1.40% | +456+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 126,985 | $5.39M | 0.71% | +10,731+9.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 127,215 | $5.40M | 0.38% | −6,278−4.7% | Reduced |
| Silvant Capital Management LLC | 127,278 | $5.40M | 0.96% | −11,209−8.1% | Reduced |
| DCM Advisors, LLC | 127,456 | $5.41M | 2.08% | +92,425+263.8% | Added |
| Signet Financial Management, LLC | 127,798 | $5.42M | 0.94% | +127,798 | New |
| Asio Capital, LLC | 127,956 | $5.43M | 1.87% | +3,728+3.0% | Added |
| Harbor Island Capital LLC | 128,484 | $5.45M | 2.87% | +100+0.1% | Added |
| Ieq Capital, LLC | 128,577 | $5.46M | 0.14% | +20,130+18.6% | Added |
| Hoey Investments, Inc | 128,822 | $5.47M | 1.69% | −10,235−7.4% | Reduced |
| Murphy Capital Management Inc | 128,929 | $5.47M | 0.64% | −1,371−1.1% | Reduced |
| Knightsbridge Asset Management, LLC | 129,703 | $5.51M | 1.94% | +799+0.6% | Added |
| Lincoln National Corp | 129,836 | $5.51M | 0.12% | +200.0% | Added |
| Roundview Capital LLC | 130,010 | $5.52M | 0.61% | +1,321+1.0% | Added |
| IndexIQ Advisors LLC | 130,764 | $5.55M | 0.19% | +5,454+4.4% | Added |
| Argyle Capital Management Inc. | 130,951 | $5.56M | 1.84% | −700−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 131,172 | $5.57M | 0.54% | +285+0.2% | Added |
| FDx Advisors, Inc. | 131,517 | $5.58M | 0.18% | +9,505+7.8% | Added |
| McGinn Investment Management, Inc. | 131,950 | $5.60M | 4.03% | −70−0.1% | Reduced |
| Stolper Co | 132,063 | $5.61M | 2.68% | −2,113−1.6% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 132,125 | $5.61M | 0.05% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 132,435 | $5.62M | 0.45% | −32,343−19.6% | Reduced |
| Davis-Rea Ltd. | 133,263 | $5.66M | 2.77% | −101−0.1% | Reduced |
| L & S Advisors Inc | 133,973 | $5.69M | 0.61% | +39,489+41.8% | Added |
| Whittier Trust Co | 134,199 | $5.70M | 0.10% | −22,756−14.5% | Reduced |
| Wealth Advisory Solutions, LLC | 134,390 | $5.71M | 1.27% | +7,140+5.6% | Added |
| Manatuck Hill Partners, LLC | 135,637 | $5.76M | 2.01% | 00.0% | Unchanged |
| Wright Investors Service Inc | 135,709 | $5.76M | 1.64% | +15,472+12.9% | Added |
| Kessler Investment Group, LLC | 135,962 | $5.77M | 4.10% | +23,025+20.4% | Added |
| Ethic Inc. | 136,529 | $5.80M | 0.59% | +14,090+11.5% | Added |
| Focused Wealth Management, Inc | 136,737 | $5.80M | 0.95% | −2,145−1.5% | Reduced |
| Fma Advisory Inc | 136,770 | $5.81M | 2.16% | −338−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 136,765 | $5.81M | 0.34% | +9,056+7.1% | Added |
| GM Advisory Group, Inc. | 137,861 | $5.85M | 0.59% | +5,500+4.2% | Added |
| Focus Financial Network, Inc. | 138,000 | $5.86M | 0.78% | −575−0.4% | Reduced |
| Prospera Financial Services Inc | 138,456 | $5.88M | 0.29% | −12,781−8.5% | Reduced |
| Woodmont Investment Counsel LLC | 138,493 | $5.88M | 0.86% | +5,983+4.5% | Added |
| Courier Capital LLC | 138,576 | $5.88M | 0.56% | −1,350−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 139,812 | $5.94M | 0.06% | +6,372+4.8% | Added |
| Gendell Jeffrey L | 140,000 | $5.94M | 0.51% | −142,500−50.4% | Reduced |
| United Fire Group Inc | 140,000 | $5.94M | 2.97% | 00.0% | Unchanged |
| Unison Asset Management LLC | 140,590 | $5.97M | 5.31% | −316−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 140,893 | $5.98M | 0.58% | −14,420−9.3% | Reduced |
| River Wealth Advisors LLC | 141,509 | $6.01M | 1.03% | +3,691+2.7% | Added |
| Nixon Peabody Trust Co | 141,738 | $6.02M | 2.17% | +17,029+13.7% | Added |
| Private Trust Co NA | 141,967 | $6.03M | 0.88% | −8,397−5.6% | Reduced |
| tru Independence LLC | 142,501 | $6.05M | 1.69% | −881−0.6% | Reduced |
| Greenleaf Trust | 142,934 | $6.07M | 0.07% | +5,067+3.7% | Added |
| Fiduciary Group LLC | 126,585 | $6.07M | 0.69% | +1,406+1.1% | Added |
| Allstate Corp | 143,292 | $6.08M | 0.25% | −14,620−9.3% | Reduced |
| Citizens Business Bank | 143,942 | $6.11M | 0.81% | −2,999−2.0% | Reduced |
| Wealthspire Advisors, LLC | 144,350 | $6.13M | 0.13% | +71,437+98.0% | Added |
| Hedeker Wealth, LLC | 144,396 | $6.13M | 1.89% | +4,871+3.5% | Added |
| Patten & Patten Inc | 144,869 | $6.15M | 0.47% | +2,969+2.1% | Added |
| EP Wealth Advisors, LLC | 144,937 | $6.15M | 0.17% | −29,102−16.7% | Reduced |
| Lincluden Management Ltd | 145,548 | $6.18M | 0.62% | −7,658−5.0% | Reduced |
| Zuckerman Investment Group, LLC | 145,825 | $6.19M | 1.03% | −855−0.6% | Reduced |
| Equitable Trust Co | 145,953 | $6.20M | 0.40% | −22,299−13.3% | Reduced |
| Baugh & Associates, LLC | 145,960 | $6.20M | 3.79% | −107−0.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 146,014 | $6.20M | 0.46% | −5,422−3.6% | Reduced |
| Brinker Capital Investments, LLC | 149,980 | $6.22M | 0.10% | +105+0.1% | Added |
| Shelton Capital Management | 146,853 | $6.23M | 0.24% | −1,212−0.8% | Reduced |
| SevenBridge Financial Group, LLC | 146,952 | $6.24M | 2.08% | +1,396+1.0% | Added |
| First Hawaiian Bank | 147,612 | $6.27M | 0.26% | −938−0.6% | Reduced |
| Providence Capital Advisors, LLC | 148,160 | $6.29M | 1.96% | +6,832+4.8% | Added |
| Ategra Capital Management, LLC | 148,399 | $6.30M | 3.17% | −73,382−33.1% | Reduced |
| Arrow Financial Corp | 149,303 | $6.34M | 0.82% | −190−0.1% | Reduced |
| Financial Counselors Inc | 149,437 | $6.34M | 0.14% | +10,269+7.4% | Added |
| DCF Advisers, LLC | 150,000 | $6.37M | 3.46% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 150,632 | $6.39M | 1.15% | +27,758+22.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 151,732 | $6.44M | 0.02% | −3,590−2.3% | Reduced |
| Whalerock Point Partners, LLC | 151,913 | $6.45M | 2.50% | +1,872+1.2% | Added |
| Hollencrest Capital Management | 152,182 | $6.46M | 0.58% | −315−0.2% | Reduced |