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 |
|---|---|---|---|---|---|
| Ninety One SA (PTY) Ltd | 1,763 | $75.0K | 0.03% | −220−11.1% | Reduced |
| Baron Financial Group, LLC | 1,816 | $77.1K | 0.05% | −99−5.2% | Reduced |
| Sterling Financial Planning, Inc. | 1,826 | $78.0K | 0.05% | +1+0.1% | Added |
| Kowal Investment Group, LLC | 1,829 | $78.0K | 0.02% | +1,829 | New |
| Resolute Partners Group | 1,883 | $80.0K | 0.01% | +2+0.1% | Added |
| Smith Group Asset Management, LLC | 1,972 | $84.0K | 0.00% | +1,972 | New |
| Dividend Assets Capital, LLC | 2,026 | $86.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2,024 | $86.0K | 0.03% | +9+0.4% | Added |
| Loomis Sayles & Co L P | 2,042 | $87.0K | 0.00% | −1,477−42.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,054 | $87.2K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 2,067 | $88.0K | 0.06% | +1,714+485.6% | Added |
| Bay Harbor Wealth Management, LLC | 2,090 | $89.0K | 0.04% | +3+0.1% | Added |
| American National Bank | 2,112 | $90.0K | 0.02% | +452+27.2% | Added |
| Tucker Asset Management LLC | 1,930 | $92.2K | 0.03% | +474+32.6% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,187 | $92.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 2,211 | $94.0K | 0.03% | −1,795−44.8% | Reduced |
| Corsicana & Co. | 2,236 | $95.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,239 | $95.0K | 0.08% | +38+1.7% | Added |
| Firestone Capital Management | 2,340 | $96.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 2,300 | $98.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,299 | $98.0K | 0.02% | +2,299 | New |
| Estate Counselors, LLC | 2,384 | $101.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2,459 | $104.0K | 0.02% | +1,451+143.9% | Added |
| Investment Research & Advisory Group, Inc. | 2,480 | $106.0K | 0.07% | −293−10.6% | Reduced |
| Lenox Wealth Advisors, LLC | 2,513 | $107.0K | 0.01% | +667+36.1% | Added |
| Tower View Investment Management & Research LLC | 2,600 | $110.0K | 0.06% | +1,000+62.5% | Added |
| Global Trust Asset Management, LLC | 2,600 | $110.0K | 0.05% | +2,600 | New |
| Sirios Capital Management L P | 2,697 | $114.0K | 0.01% | +238+9.7% | Added |
| Ritter Daniher Financial Advisory, LLC | 2,819 | $120.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,910 | $124.0K | 0.01% | +2,810+2,810.0% | Added |
| JJJ Advisors Inc. | 2,956 | $125.0K | 0.04% | +544+22.6% | Added |
| MBM Wealth Consultants, LLC | 2,966 | $126.0K | 0.06% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,987 | $127.0K | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,172 | $129.0K | 0.02% | −580−15.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 3,047 | $129.0K | 0.00% | +3,047 | New |
| Dougherty Wealth Advisers LLC | 3,055 | $130.0K | 0.19% | −500−14.1% | Reduced |
| Motco | 3,053 | $130.0K | 0.01% | +303+11.0% | Added |
| Canton Hathaway, LLC | 3,109 | $132.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,118 | $132.0K | 0.02% | +1,194+62.1% | Added |
| Meridian Wealth Partners, LLC | 3,126 | $132.0K | 0.03% | +3,126 | New |
| Old North State Trust, LLC | 3,152 | $134.0K | 0.12% | 00.0% | Unchanged |
| Knuff & Co LLC | 3,150 | $134.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,029 | $145.0K | 0.10% | −7,845−56.5% | Reduced |
| Baldrige Asset Management LLC | 3,408 | $145.0K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,434 | $145.8K | 0.17% | 00.0% | Unchanged |
| West Oak Capital, LLC | 3,465 | $147.0K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 3,489 | $148.1K | 0.08% | −182,591−98.1% | Reduced |
| Trust Co | 3,535 | $150.0K | 0.04% | −135−3.7% | Reduced |
| O'Dell Group, LLC | 3,585 | $152.0K | 0.05% | +3,585 | New |
| Riverview Trust Co | 3,630 | $154.0K | 0.16% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 3,340 | $155.0K | 0.25% | −2,800−45.6% | Reduced |
| Adalta Capital Management LLC | 3,662 | $155.0K | 0.09% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,724 | $158.0K | 0.10% | +13+0.4% | Added |
| Better Money Decisions, LLC | 3,722 | $158.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,781 | $160.0K | 0.04% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 3,860 | $164.0K | 0.10% | −1,000−20.6% | Reduced |
| Logan Capital Management Inc | 3,914 | $166.0K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 3,904 | $166.0K | 0.08% | +3,904 | New |
| Financial Perspectives, Inc | 3,945 | $167.5K | 0.08% | +699+21.5% | Added |
| Bogart Wealth, LLC | 4,063 | $172.0K | 0.02% | +3+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 4,112 | $175.0K | 0.10% | +83+2.1% | Added |
| Cranbrook Wealth Management, LLC | 4,340 | $184.0K | 0.04% | 00.0% | Unchanged |
| Grace Capital | 4,365 | $185.0K | 0.11% | +4,365 | New |
| Joseph P. Lucia & Associates, LLC | 4,388 | $186.0K | 0.11% | −51−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,449 | $189.0K | 0.03% | +437+10.9% | Added |
| SG3 Management, LLC | 4,500 | $191.0K | 0.07% | −120,500−96.4% | Reduced |
| TFC Financial Management | 4,668 | $198.0K | 0.07% | +20.0% | Added |
| HBC Financial Services, PLLC | 4,498 | $198.0K | 0.13% | 00.0% | Unchanged |
| Security National Trust Co | 4,839 | $199.0K | 0.05% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 4,720 | $200.0K | 0.05% | +4,720 | New |
| Human Investing LLC | 4,727 | $201.0K | 0.05% | +4,727 | New |
| Palmer Knight Co | 4,734 | $201.0K | 0.10% | +4,734 | New |
| 360 Financial, Inc. | 4,762 | $202.0K | 0.10% | −202−4.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,765 | $202.0K | 0.05% | +4,765 | New |
| Walter & Keenan Financial Consulting Co | 4,788 | $203.0K | 0.07% | +4,788 | New |
| Meyer Handelman Co | 4,800 | $204.0K | 0.01% | +4,800 | New |
| Alexandria Capital, LLC | 4,794 | $204.0K | 0.02% | +4,794 | New |
| C-J Advisory, Inc. | 4,819 | $204.0K | 0.11% | +4,819 | New |
| Bridge Advisory, LLC | 4,819 | $205.0K | 0.10% | −320−6.2% | Reduced |
| Advisors Management Group Inc | 4,821 | $205.0K | 0.06% | −136−2.7% | Reduced |
| CFS Investment Advisory Services, LLC | 4,835 | $205.0K | 0.03% | +4,835 | New |
| GPS Wealth Strategies Group, LLC | 4,859 | $206.0K | 0.05% | +1,663+52.0% | Added |
| First National Bank | 4,877 | $207.0K | 0.20% | +4,877 | New |
| Wills Financial Group, Inc. | 4,906 | $208.0K | 0.09% | −92−1.8% | Reduced |
| All Terrain Financial Advisors, LLC | 4,900 | $208.0K | 0.10% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,893 | $208.0K | 0.10% | +4,893 | New |
| Bay Rivers Group | 4,921 | $209.0K | 0.14% | −345−6.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,921 | $209.0K | 0.10% | +4,921 | New |
| Latitude Advisors, LLC | 4,924 | $209.0K | 0.07% | +4,924 | New |
| Stuart Chaussee & Associates, Inc. | 4,937 | $210.0K | 0.33% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 4,975 | $211.0K | 0.05% | −50−1.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,974 | $211.0K | 0.10% | +4,974 | New |
| Harfst & Associates, Inc. | 5,002 | $212.0K | 0.06% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 5,000 | $212.0K | 0.03% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 4,995 | $212.0K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 5,029 | $213.0K | 0.02% | +5,029 | New |
| Magnolia Capital Advisors LLC | 5,064 | $215.0K | 0.07% | +5,064 | New |
| AF Advisors, Inc. | 5,100 | $216.0K | 0.14% | −1,400−21.5% | Reduced |
| Harbor Advisory Corp | 5,099 | $216.0K | 0.09% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 5,098 | $216.0K | 0.16% | 00.0% | Unchanged |