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 |
|---|---|---|---|---|---|
| Ceera Investments, LLC | 5,080 | $216.0K | 0.12% | 00.0% | Unchanged |
| Essex LLC | 5,078 | $216.0K | 0.06% | +5,078 | New |
| MPS Loria Financial Planners, LLC | 5,117 | $217.0K | 0.10% | +10+0.2% | Added |
| Crescent Grove Advisors, LLC | 5,119 | $217.0K | 0.02% | +200+4.1% | Added |
| Cable Hill Partners, LLC | 5,099 | $217.0K | 0.05% | +5,099 | New |
| Merrion Investment Management Co, LLC | 5,150 | $218.0K | 0.17% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,142 | $218.0K | 0.15% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5,170 | $219.0K | 0.08% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5,165 | $219.0K | 0.14% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,182 | $220.0K | 0.04% | 00.0% | Unchanged |
| Investment House LLC | 5,181 | $220.0K | 0.02% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 5,097 | $220.0K | 0.09% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,681 | $220.0K | 0.05% | +4,681 | New |
| Marotta Asset Management | 5,198 | $220.7K | 0.05% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,215 | $221.0K | 0.04% | −430−7.6% | Reduced |
| Acima Private Wealth, LLC | 5,197 | $221.0K | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 4,579 | $221.0K | 0.03% | +4,579 | New |
| Strategic Family Wealth Counselors, L.L.C. | 5,218 | $221.0K | 0.08% | +5,218 | New |
| Tennessee Valley Asset Management Partners | 5,196 | $221.0K | 0.08% | +5,196 | New |
| Atlas Capital Advisors LLC | 5,228 | $221.9K | 0.04% | 00.0% | Unchanged |
| LGL Partners, LLC | 5,240 | $222.0K | 0.13% | +27+0.5% | Added |
| Vigilant Capital Management, LLC | 5,230 | $222.0K | 0.02% | +854+19.5% | Added |
| Tobam | 5,224 | $222.0K | 0.01% | +2,408+85.5% | Added |
| Opal Wealth Advisors, LLC | 5,258 | $223.0K | 0.21% | −2,016−27.7% | Reduced |
| Horizon Financial Services, LLC | 5,258 | $223.0K | 0.15% | −172−3.2% | Reduced |
| Chiron Capital Management, LLC | 5,252 | $223.0K | 0.16% | −100−1.9% | Reduced |
| Affinity Wealth Management LLC | 5,171 | $223.0K | 0.05% | +5,171 | New |
| Keebeck Wealth Management, LLC | 5,278 | $224.0K | 0.04% | −1,340−20.2% | Reduced |
| Old Second National Bank of Aurora | 5,277 | $224.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 5,268 | $224.0K | 0.04% | +9+0.2% | Added |
| Credential Qtrade Securities Inc. | 5,287 | $224.4K | 0.02% | +3,600+213.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 5,306 | $225.0K | 0.03% | +5,306 | New |
| Sloy Dahl & Holst, LLC | 5,306 | $225.0K | 0.05% | +5,306 | New |
| Financial & Tax Architects, LLC | 5,302 | $225.1K | 0.10% | +5,302 | New |
| Johnson Midwest Financial, LLC | 5,332 | $226.0K | 0.18% | +7+0.1% | Added |
| Okabena Investment Services Inc | 5,319 | $226.0K | 0.12% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,357 | $227.0K | 0.03% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 5,118 | $227.0K | 0.12% | +5,118 | New |
| Poplar Forest Capital LLC | 5,380 | $228.0K | 0.02% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 5,361 | $228.0K | 0.02% | +54+1.0% | Added |
| Principal Street Partners, LLC | 5,394 | $229.0K | 0.06% | −390−6.7% | Reduced |
| Winfield Associates, Inc. | 5,400 | $229.0K | 0.08% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,406 | $229.0K | 0.12% | +20+0.4% | Added |
| First Affirmative Financial Network | 5,387 | $229.0K | 0.24% | +5,387 | New |
| Texas Yale Capital Corp. | 5,422 | $230.0K | 0.01% | +5,422 | New |
| Mraz, Amerine & Associates, Inc. | 5,451 | $231.0K | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5,436 | $231.0K | 0.07% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 5,441 | $231.0K | 0.05% | +5,441 | New |
| Bell & Brown Wealth Advisors, LLC | 5,441 | $231.0K | 0.12% | +5,441 | New |
| Paradigm Financial Partners, LLC | 5,279 | $233.0K | 0.06% | +157+3.1% | Added |
| Evanson Asset Management, LLC | 5,712 | $234.0K | 0.02% | +5,712 | New |
| PSI Advisors, LLC | 5,542 | $235.0K | 0.11% | +5+0.1% | Added |
| Roberts Glore & Co Inc | 5,544 | $235.0K | 0.07% | +5,544 | New |
| Landaas & Co | 5,560 | $236.0K | 0.14% | 00.0% | Unchanged |
| James Hambro & Partners | 5,567 | $236.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,584 | $237.0K | 0.03% | −209−3.6% | Reduced |
| Clear Perspective Advisors, LLC | 5,573 | $237.0K | 0.08% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,594 | $237.0K | 0.17% | +492+9.6% | Added |
| Garde Capital, Inc. | 5,605 | $238.0K | 0.02% | +10.0% | Added |
| RBA Wealth Management, LLC | 5,604 | $238.0K | 0.57% | +5,604 | New |
| Apella Capital, LLC | 5,646 | $240.0K | 0.03% | −817−12.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,667 | $240.0K | 0.02% | +5,667 | New |
| Gould Asset Management LLC | 5,682 | $241.0K | 0.07% | −682−10.7% | Reduced |
| West Chester Capital Advisors, Inc | 5,678 | $241.0K | 0.19% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 5,681 | $241.0K | 0.10% | +750+15.2% | Added |
| Independent Wealth Network Inc. | 4,990 | $241.0K | 0.16% | +4,990 | New |
| Wealth Advisors of Tampa Bay, LLC | 5,700 | $242.0K | 0.13% | −4,500−44.1% | Reduced |
| Professional Planning | 5,717 | $242.0K | 0.12% | −49−0.8% | Reduced |
| Northside Capital Management, LLC | 5,705 | $242.0K | 0.07% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 5,700 | $242.0K | 0.08% | +228+4.2% | Added |
| Swaine & Leidel Wealth Services, LLC | 5,705 | $242.0K | 0.21% | +5,705 | New |
| Avenue 1 Advisors, LLC | 5,727 | $243.0K | 0.14% | +50+0.9% | Added |
| Pensionmark Financial Group, LLC | 5,756 | $244.0K | 0.06% | −598−9.4% | Reduced |
| Teamwork Financial Advisors, LLC | 5,746 | $244.0K | 0.05% | +5,746 | New |
| North Star Asset Management Inc | 5,766 | $245.0K | 0.01% | −249−4.1% | Reduced |
| Asset Advisors Investment Management, LLC | 5,800 | $246.0K | 0.03% | −500−7.9% | Reduced |
| Strategic Blueprint, LLC | 5,787 | $246.0K | 0.04% | +942+19.4% | Added |
| Chatham Capital Group, Inc. | 5,815 | $247.0K | 0.05% | −385−6.2% | Reduced |
| Brown Miller Wealth Management, LLC | 5,826 | $247.0K | 0.16% | +5,826 | New |
| Lebenthal Global Advisors, LLC | 5,846 | $248.0K | 0.16% | 00.0% | Unchanged |
| DDD Partners, LLC | 5,865 | $249.0K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,877 | $249.0K | 0.08% | +69+1.2% | Added |
| Arbor Wealth Management, LLC | 5,895 | $250.0K | 0.06% | −157−2.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $250.0K | 0.16% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 5,911 | $251.0K | 0.09% | −58−1.0% | Reduced |
| Cohen Capital Management, Inc. | 5,910 | $251.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 5,918 | $251.0K | 0.08% | +10.0% | Added |
| Trust Co of Toledo NA | 5,933 | $252.0K | 0.04% | +275+4.9% | Added |
| Five Oceans Advisors | 5,957 | $253.0K | 0.29% | +5,957 | New |
| Corrigan Financial, Inc. | 5,970 | $253.4K | 0.08% | +20.0% | Added |
| Family Firm, Inc. | 5,384 | $254.0K | 0.07% | −7,421−58.0% | Reduced |
| Hengehold Capital Management LLC | 5,986 | $254.0K | 0.03% | +179+3.1% | Added |
| American Money Management, LLC | 5,979 | $254.0K | 0.07% | +200+3.5% | Added |
| Bradley Mark J. | 6,000 | $255.0K | 0.17% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 6,000 | $255.0K | 0.31% | +6,000 | New |
| SWS Partners | 6,000 | $255.0K | 0.16% | +6,000 | New |
| Chesapeake Wealth Management | 6,065 | $257.0K | 0.09% | −250−4.0% | Reduced |
| Wela Strategies, Inc. | 6,061 | $257.0K | 0.13% | +18+0.3% | Added |
| EPG Wealth Management LLC | 6,062 | $257.0K | 0.10% | +505+9.1% | Added |
| Doheny Asset Management | 6,100 | $259.0K | 0.19% | −7,500−55.1% | Reduced |