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 |
|---|---|---|---|---|---|
| Powell Investment Advisors, LLC | 6,111 | $259.0K | 0.16% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 6,093 | $259.0K | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 6,120 | $260.0K | 0.08% | −13,754−69.2% | Reduced |
| 44 Wealth Management LLC | 6,192 | $263.0K | 0.10% | −24−0.4% | Reduced |
| Petix & Botte Co | 6,206 | $264.0K | 0.09% | +6,206 | New |
| Professional Advisory Services Inc | 6,242 | $265.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,261 | $265.0K | 0.07% | +17+0.3% | Added |
| Ballast Advisors LLC | 6,234 | $265.0K | 0.11% | +275+4.6% | Added |
| UMA Financial Services, Inc. | 5,711 | $265.0K | 0.07% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 6,259 | $266.0K | 0.13% | +621+11.0% | Added |
| JSF Financial, LLC | 6,270 | $266.0K | 0.13% | +1,399+28.7% | Added |
| Penobscot Investment Management Company, Inc. | 6,300 | $267.0K | 0.04% | −200−3.1% | Reduced |
| Clarity Wealth Advisors, LLC | 6,312 | $267.0K | 0.13% | −45−0.7% | Reduced |
| MBA Advisors LLC | 6,284 | $267.0K | 0.20% | 00.0% | Unchanged |
| WP Advisors, LLC | 6,318 | $268.0K | 0.11% | −209−3.2% | Reduced |
| Klingman & Associates, LLC | 6,330 | $269.0K | 0.03% | −2,696−29.9% | Reduced |
| Claret Asset Management Corp | 6,390 | $271.0K | 0.05% | −2,109−24.8% | Reduced |
| Elm Advisors, LLC | 6,375 | $271.0K | 0.16% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 6,383 | $271.0K | 0.06% | +147+2.4% | Added |
| Peak Asset Management, LLC | 6,430 | $273.0K | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 6,640 | $274.0K | 0.28% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 6,448 | $274.0K | 0.05% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 6,488 | $275.0K | 0.06% | +6,488 | New |
| Guidance Point Advisors, LLC | 6,514 | $276.0K | 0.10% | +33+0.5% | Added |
| Skba Capital Management LLC | 6,530 | $277.0K | 0.06% | −100−1.5% | Reduced |
| Hills Bank & Trust Co | 6,527 | $277.0K | 0.04% | 00.0% | Unchanged |
| Zhang Financial LLC | 6,548 | $278.0K | 0.06% | +1,329+25.5% | Added |
| Port Capital LLC | 6,590 | $280.0K | 0.01% | −138−2.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,600 | $280.0K | 0.18% | −50−0.8% | Reduced |
| Unio Capital LLC | 6,600 | $280.0K | 0.12% | 00.0% | Unchanged |
| AXS Investments LLC | 6,610 | $281.0K | 0.11% | −10,057−60.3% | Reduced |
| Arcus Capital Partners, LLC | 6,610 | $281.0K | 0.11% | −194−2.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,629 | $281.0K | 0.13% | 00.0% | Unchanged |
| TSFG, LLC | 6,640 | $282.0K | 0.11% | +12+0.2% | Added |
| Range Financial Group LLC | 6,637 | $282.0K | 0.20% | +728+12.3% | Added |
| Silicon Hills Wealth Management, LLC | 6,641 | $282.0K | 0.19% | +750+12.7% | Added |
| Eagle Bay Advisors LLC | 6,655 | $282.0K | 0.16% | +1,765+36.1% | Added |
| Weaver Consulting Group | 6,662 | $283.0K | 0.15% | 00.0% | Unchanged |
| Cypress Capital, LLC | 6,655 | $283.0K | 0.04% | +6,655 | New |
| Southland Equity Partners LLC | 6,683 | $283.7K | 0.13% | +106+1.6% | Added |
| Kaizen Financial Strategies | 6,684 | $284.0K | 0.23% | +6,684 | New |
| Summit Asset Management, LLC | 6,710 | $285.0K | 0.09% | +780+13.2% | Added |
| Wagner Wealth Management, LLC | 6,031 | $288.0K | 0.23% | −1,888−23.8% | Reduced |
| Karp Capital Management Corp | 6,797 | $289.0K | 0.04% | +10+0.1% | Added |
| CAMG Solamere Management, LLC | 6,820 | $289.0K | 0.24% | +1,906+38.8% | Added |
| JCIC Asset Management Inc. | 6,827 | $290.0K | 0.10% | −246−3.5% | Reduced |
| Phocas Financial Corp. | 6,830 | $290.0K | 0.04% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 6,873 | $292.0K | 0.14% | −400−5.5% | Reduced |
| Wolff Wiese Magana LLC | 6,873 | $292.0K | 0.21% | −11−0.2% | Reduced |
| Botty Investors LLC | 6,888 | $292.0K | 0.09% | +6,888 | New |
| Haverford Trust Co | 6,906 | $293.0K | 0.00% | +6,906 | New |
| Willow Creek Wealth Management Inc. | 6,947 | $295.0K | 0.07% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 6,942 | $295.0K | 0.14% | +5+0.1% | Added |
| TL Private Wealth | 6,176 | $296.0K | 0.16% | +400+6.9% | Added |
| Soltis Investment Advisors LLC | 6,990 | $297.0K | 0.05% | −293−4.0% | Reduced |
| Pacific Center for Financial Services | 6,990 | $297.0K | 0.13% | +4+0.1% | Added |
| D'Orazio & Associates, Inc. | 6,985 | $297.0K | 0.07% | +1,724+32.8% | Added |
| Trellis Advisors, LLC | 7,039 | $299.0K | 0.15% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7,071 | $300.0K | 0.11% | −93−1.3% | Reduced |
| LifeSteps Financial, Inc. | 7,081 | $301.0K | 0.23% | −439−5.8% | Reduced |
| Northwest Bancshares, Inc. | 7,080 | $301.0K | 0.07% | −222−3.0% | Reduced |
| Hamilton Capital, LLC | 7,081 | $301.0K | 0.03% | +7,081 | New |
| GenTrust, LLC | 7,112 | $302.0K | 0.03% | −700−9.0% | Reduced |
| King Wealth | 7,111 | $302.0K | 0.06% | +7,111 | New |
| Derby & Company, Inc | 7,178 | $305.0K | 0.06% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,230 | $307.0K | 0.09% | −4,528−38.5% | Reduced |
| Winslow Asset Management Inc | 7,232 | $307.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,232 | $307.0K | 0.12% | +6,473+852.8% | Added |
| Johnson Financial Group, LLC | 7,257 | $308.0K | 0.06% | −838−10.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,265 | $308.0K | 0.10% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 7,267 | $308.0K | 0.08% | +392+5.7% | Added |
| WoodTrust Financial Corp | 7,285 | $309.0K | 0.07% | −2,175−23.0% | Reduced |
| Kelman-Lazarov, Inc. | 7,292 | $310.0K | 0.11% | 00.0% | Unchanged |
| Quest Capital Management Inc | 7,333 | $311.0K | 0.06% | −424−5.5% | Reduced |
| Bridgeworth, LLC | 7,327 | $311.0K | 0.09% | +12+0.2% | Added |
| Nexus Investment Management ULC | 7,350 | $312.0K | 0.03% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 7,339 | $312.0K | 0.16% | +302+4.3% | Added |
| Hummer Financial Advisory Services Inc | 7,408 | $314.0K | 0.29% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 7,241 | $314.0K | 0.48% | +1,356+23.0% | Added |
| Atlas Private Wealth Advisors | 7,431 | $315.0K | 0.16% | −385−4.9% | Reduced |
| Vishria Bird Financial Group, LLC | 7,422 | $315.0K | 0.17% | −96−1.3% | Reduced |
| Fiduciary Planning LLC | 7,426 | $315.0K | 0.17% | +7,426 | New |
| Staley Capital Advisers Inc | 7,453 | $316.0K | 0.02% | −200−2.6% | Reduced |
| TriaGen Wealth Management LLC | 7,437 | $316.0K | 0.17% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 7,463 | $317.0K | 0.14% | +11+0.1% | Added |
| Trust Co of Oklahoma | 7,470 | $317.1K | 0.11% | −250−3.2% | Reduced |
| Narwhal Capital Management | 7,497 | $318.0K | 0.04% | −650−8.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 7,500 | $318.0K | 0.13% | 00.0% | Unchanged |
| Allen Investment Management LLC | 7,498 | $318.0K | 0.00% | +7,498 | New |
| Hudson Value Partners, LLC | 7,537 | $320.0K | 0.18% | −911−10.8% | Reduced |
| Texas Capital Bancshares Inc | 7,551 | $321.0K | 0.22% | −13−0.2% | Reduced |
| Ifrah Financial Services, Inc. | 7,567 | $321.0K | 0.09% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $321.0K | 0.15% | 00.0% | Unchanged |
| Private Wealth Advisors | 7,019 | $321.0K | 0.10% | +17+0.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,585 | $322.0K | 0.20% | −775−9.3% | Reduced |
| Indie Asset Partners, LLC | 7,589 | $322.0K | 0.26% | 00.0% | Unchanged |
| Inverness Counsel LLC | 7,586 | $322.0K | 0.01% | +110+1.5% | Added |
| NFP Retirement, Inc. | 7,588 | $322.1K | 0.13% | +2,551+50.6% | Added |
| Fortis Advisors, LLC | 7,643 | $324.0K | 0.20% | 00.0% | Unchanged |
| BCS Wealth Management | 7,666 | $325.0K | 0.14% | 00.0% | Unchanged |