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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 7,664 | $325.0K | 0.05% | +200+2.7% | Added |
| BT Wealth Management LLC | 7,666 | $325.0K | 0.10% | +225+3.0% | Added |
| Norway Savings Bank | 7,684 | $326.0K | 0.15% | −250−3.2% | Reduced |
| ForthRight Wealth Management, LLC | 7,668 | $326.0K | 0.20% | +7,668 | New |
| Column Capital Advisors, LLC | 7,694 | $327.0K | 0.07% | +9+0.1% | Added |
| QCM Cayman, Ltd. | 7,706 | $327.0K | 0.89% | +7,706 | New |
| Bull Street Advisors, LLC | 7,737 | $328.0K | 0.17% | 00.0% | Unchanged |
| Renasant Bank | 7,743 | $329.0K | 0.26% | −126−1.6% | Reduced |
| BFSG, LLC | 7,794 | $331.0K | 0.05% | +7,794 | New |
| Retirement Group, LLC | 7,830 | $332.0K | 0.15% | +212+2.8% | Added |
| Marshall Financial Group Inc | 7,847 | $333.0K | 0.14% | +36+0.5% | Added |
| Oak Asset Management, LLC | 7,195 | $333.0K | 0.14% | −50−0.7% | Reduced |
| Nelson Capital Management, LLC | 7,872 | $334.0K | 0.07% | −2,000−20.3% | Reduced |
| K.J. Harrison & Partners Inc | 7,840 | $335.0K | 0.05% | 00.0% | Unchanged |
| F3Logic, LLC | 7,903 | $335.0K | 0.04% | +509+6.9% | Added |
| Patten Group, Inc. | 7,926 | $336.0K | 0.10% | −1,485−15.8% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $336.0K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,915 | $336.0K | 0.05% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 7,946 | $337.0K | 0.07% | +290+3.8% | Added |
| Sabal Trust CO | 7,929 | $337.0K | 0.02% | +388+5.1% | Added |
| Prentice Wealth Management LLC | 7,972 | $338.0K | 0.16% | −86−1.1% | Reduced |
| KC Investment Advisors, LLC | 7,975 | $339.0K | 0.27% | +705+9.7% | Added |
| Palisade Capital Management LLC | 8,000 | $340.0K | 0.01% | −4,600−36.5% | Reduced |
| WFA of San Diego, LLC | 8,021 | $340.0K | 0.24% | −75−0.9% | Reduced |
| Tacita Capital Inc | 8,001 | $340.0K | 0.21% | 00.0% | Unchanged |
| Avondale Wealth Management | 8,000 | $340.0K | 0.33% | +8,000 | New |
| Vivid Financial Management, Inc. | 8,031 | $341.0K | 0.14% | −5,014−38.4% | Reduced |
| United Bank | 8,026 | $341.0K | 0.05% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,049 | $341.0K | 0.18% | +8,049 | New |
| Spotlight Asset Group, Inc. | 8,084 | $343.0K | 0.17% | −289−3.5% | Reduced |
| Vivaldi Capital Management, LLC | 8,086 | $343.0K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 8,069 | $343.0K | 0.09% | +2,589+47.2% | Added |
| Regent Peak Wealth Advisors LLC | 8,126 | $345.0K | 0.10% | +143+1.8% | Added |
| Affinity Capital Advisors, LLC | 8,158 | $346.0K | 0.12% | −1,140−12.3% | Reduced |
| BSW Wealth Partners | 8,162 | $346.0K | 0.10% | −589−6.7% | Reduced |
| Westshore Wealth, LLC | 8,145 | $346.0K | 0.28% | +201+2.5% | Added |
| First Nebraska Trust Co | 8,180 | $347.2K | 0.05% | −35−0.4% | Reduced |
| Pflug Koory, LLC | 8,200 | $348.0K | 0.19% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,200 | $348.0K | 0.25% | +12+0.1% | Added |
| Gray Wealth Management Inc. | 8,193 | $348.0K | 0.19% | +101+1.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,221 | $349.0K | 0.04% | −467−5.4% | Reduced |
| Beck Bode, LLC | 8,232 | $349.0K | 0.10% | −329−3.8% | Reduced |
| KB Financial Partners, LLC | 8,242 | $350.0K | 0.13% | +648+8.5% | Added |
| Ocean Capital Management, LLC | 8,240 | $352.0K | 0.15% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 8,310 | $353.0K | 0.07% | −5,477−39.7% | Reduced |
| Fortress Wealth Group, LLC | 8,333 | $354.0K | 0.31% | +2,618+45.8% | Added |
| Private Management Group Inc | 8,372 | $355.0K | 0.01% | 00.0% | Unchanged |
| Collective Family Office LLC | 8,380 | $356.0K | 0.15% | +921+12.3% | Added |
| Austin Private Wealth, LLC | 8,397 | $356.0K | 0.08% | +2,137+34.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 8,400 | $357.0K | 0.13% | −1,000−10.6% | Reduced |
| Boltwood Capital Management | 8,442 | $358.0K | 0.14% | −212−2.4% | Reduced |
| Intrua Financial, LLC | 7,604 | $358.0K | 0.07% | +2,408+46.3% | Added |
| Flaharty Asset Management, LLC | 8,463 | $359.0K | 0.07% | +9+0.1% | Added |
| MEMBERS Trust Co | 8,329 | $359.0K | 0.01% | +2,859+52.3% | Added |
| J. L. Bainbridge & Co., Inc. | 8,489 | $360.0K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,488 | $360.0K | 0.01% | +851+11.1% | Added |
| Sanders Morris Harris LLC | 8,519 | $362.0K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8,523 | $362.0K | 0.17% | +221+2.7% | Added |
| Trinity Legacy Partners, LLC | 8,521 | $362.0K | 0.13% | +236+2.8% | Added |
| Hall Laurie J Trustee | 8,557 | $364.0K | 0.14% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,578 | $364.0K | 0.02% | +8,578 | New |
| DSC Advisors, L.P. | 8,616 | $366.0K | 0.48% | +982+12.9% | Added |
| HGI Capital Management, LLC | 8,641 | $367.0K | 0.15% | −1,865−17.8% | Reduced |
| MJP Associates Inc | 8,662 | $368.0K | 0.12% | +87+1.0% | Added |
| Hardy Reed LLC | 8,682 | $369.0K | 0.07% | −315−3.5% | Reduced |
| Cypress Capital Management LLC | 8,960 | $369.0K | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 8,670 | $370.0K | 0.03% | +115+1.3% | Added |
| Maltin Wealth Management, Inc. | 8,745 | $371.0K | 0.23% | +49+0.6% | Added |
| Greenwood Gearhart Inc | 8,737 | $371.0K | 0.06% | +2,188+33.4% | Added |
| Cape Cod Five Cents Savings Bank | 8,760 | $372.0K | 0.04% | −75−0.8% | Reduced |
| Corbett Road Capital Management, LLC | 8,774 | $372.0K | 0.64% | +637+7.8% | Added |
| Farr Miller & Washington LLC | 8,779 | $373.0K | 0.02% | +3,000+51.9% | Added |
| CoreFirst Bank & Trust | 8,842 | $375.0K | 0.26% | −333−3.6% | Reduced |
| Carlson Capital Management | 8,842 | $375.0K | 0.04% | +366+4.3% | Added |
| Sterneck Capital Management, LLC | 8,839 | $375.0K | 0.24% | +30.0% | Added |
| Fermata Advisors, LLC | 8,865 | $376.0K | 0.17% | +2,356+36.2% | Added |
| Delta Investment Management, LLC | 8,896 | $378.0K | 0.12% | +10.0% | Added |
| Security Asset Management | 8,894 | $378.0K | 0.15% | +13+0.1% | Added |
| Marathon Capital Management | 8,883 | $378.0K | 0.09% | +8,883 | New |
| SkyView Investment Advisors, LLC | 8,907 | $378.0K | 0.11% | +8,907 | New |
| First Bank & Trust | 8,928 | $379.0K | 0.17% | +289+3.3% | Added |
| AGF Investments LLC | 8,951 | $380.0K | 0.04% | −742−7.7% | Reduced |
| Family Management Corp | 8,963 | $380.0K | 0.10% | −498−5.3% | Reduced |
| Mather Group, LLC. | 8,965 | $381.0K | 0.01% | −30.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,967 | $381.0K | 0.04% | +1,000+12.6% | Added |
| Silicon Valley Capital Partners | 8,967 | $381.0K | 0.07% | +1,043+13.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 9,006 | $382.0K | 0.05% | +144+1.6% | Added |
| Allred Capital Management, LLC | 9,030 | $383.0K | 0.20% | −21−0.2% | Reduced |
| Smith, Moore & Co. | 9,054 | $384.0K | 0.06% | +341+3.9% | Added |
| Financial Engines Advisors L.L.C. | 9,063 | $384.0K | 0.00% | +9,063 | New |
| Measured Wealth Private Client Group, LLC | 9,078 | $385.0K | 0.15% | −6,201−40.6% | Reduced |
| Bellevue Asset Management, LLC | 9,010 | $385.0K | 0.24% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9,080 | $385.0K | 0.06% | +2,719+42.7% | Added |
| Round Table Services, LLC | 9,099 | $386.0K | 0.08% | +1,408+18.3% | Added |
| Ferguson Wellman Capital Management, Inc | 9,125 | $387.0K | 0.01% | −377−4.0% | Reduced |
| Peachtree Investment Partners, LLC | 9,126 | $387.0K | 0.19% | +43+0.5% | Added |
| United Asset Strategies, Inc. | 9,169 | $389.0K | 0.05% | +387+4.4% | Added |
| Sage Mountain Advisors LLC | 9,192 | $390.0K | 0.06% | −76−0.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,183 | $390.0K | 0.18% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 9,180 | $390.0K | 0.13% | +100+1.1% | Added |