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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 9,178 | $390.0K | 0.29% | +529+6.1% | Added |
| Onyx Bridge Wealth Group LLC | 8,427 | $390.0K | 0.15% | +291+3.6% | Added |
| Concord Wealth Partners | 9,205 | $391.0K | 0.16% | −10,806−54.0% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 9,091 | $392.0K | 0.05% | +21+0.2% | Added |
| Verus Financial Partners, Inc. | 8,490 | $393.0K | 0.06% | −567−6.3% | Reduced |
| Coastal Capital Group, Inc. | 9,315 | $395.0K | 0.10% | −395−4.1% | Reduced |
| Rock Creek Group, LP | 9,419 | $400.0K | 0.07% | −8,772−48.2% | Reduced |
| JGP Wealth Management, LLC | 9,418 | $400.0K | 0.09% | +5+0.1% | Added |
| Johnson Financial Group, Inc. | 9,469 | $402.0K | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 9,463 | $402.0K | 0.14% | +77+0.8% | Added |
| Univest Financial Corp | 9,506 | $403.0K | 0.11% | −63−0.7% | Reduced |
| Ironwood Investment Management LLC | 9,533 | $405.0K | 0.21% | −300−3.1% | Reduced |
| McAdam, LLC | 9,543 | $405.0K | 0.04% | −179−1.8% | Reduced |
| Bath Savings Trust Co | 9,550 | $405.0K | 0.05% | +3,666+62.3% | Added |
| Glen Eagle Advisors, LLC | 9,545 | $405.2K | 0.12% | +20.0% | Added |
| Certified Advisory Corp | 9,561 | $406.0K | 0.10% | +40+0.4% | Added |
| New England Professional Planning Group Inc. | 8,495 | $406.0K | 0.24% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,577 | $407.0K | 0.04% | +1,403+17.2% | Added |
| Clear Creek Financial Management, LLC | 9,600 | $408.0K | 0.07% | +11+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 9,646 | $409.0K | 0.04% | −9,805−50.4% | Reduced |
| Bridgecreek Investment Management, LLC | 9,646 | $409.0K | 0.06% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 9,480 | $413.0K | 0.08% | −1,800−16.0% | Reduced |
| Continuum Advisory, LLC | 9,740 | $413.0K | 0.11% | −114−1.2% | Reduced |
| Bigelow Investment Advisors, LLC | 9,738 | $413.0K | 0.20% | +2,016+26.1% | Added |
| Brave Asset Management Inc | 9,747 | $414.0K | 0.12% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 9,768 | $415.0K | 0.23% | +44+0.5% | Added |
| Van Strum & Towne Inc. | 9,824 | $417.0K | 0.16% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9,813 | $417.0K | 0.10% | +878+9.8% | Added |
| Punch & Associates Investment Management, Inc. | 9,845 | $418.0K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 9,857 | $418.0K | 0.19% | +30.0% | Added |
| Lokken Investment Group LLC | 9,856 | $418.0K | 0.33% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 9,723 | $419.0K | 0.21% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 8,896 | $419.0K | 0.25% | +8,896 | New |
| Kistler-Tiffany Companies, LLC | 9,891 | $420.0K | 0.10% | 00.0% | Unchanged |
| Hemington Wealth Management | 9,951 | $422.0K | 0.16% | +54+0.5% | Added |
| Bell Bank | 9,957 | $423.0K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 9,976 | $423.0K | 0.15% | +19+0.2% | Added |
| Provident Trust Co | 9,957 | $423.0K | 0.01% | +9,957 | New |
| Triumph Capital Management | 9,993 | $424.0K | 0.20% | +751+8.1% | Added |
| CFM Wealth Partners LLC | 10,030 | $425.0K | 0.11% | +200+2.0% | Added |
| Segment Wealth Management, LLC | 10,059 | $427.0K | 0.05% | −1,418−12.4% | Reduced |
| Brio Consultants, LLC | 10,081 | $428.0K | 0.10% | −136−1.3% | Reduced |
| HBW Advisory Services LLC | 10,131 | $430.0K | 0.11% | −1,287−11.3% | Reduced |
| Fort Point Capital Partners LLC | 10,140 | $430.0K | 0.07% | +230+2.3% | Added |
| Blossom Wealth Management | 10,133 | $430.0K | 2.56% | +876+9.5% | Added |
| TCG Advisory Services, LLC | 10,145 | $431.0K | 0.11% | +144+1.4% | Added |
| Sustainable Insight Capital Management, LLC | 10,200 | $433.0K | 0.28% | −700−6.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,203 | $433.0K | 0.03% | −62−0.6% | Reduced |
| Gryphon Financial Partners LLC | 10,234 | $434.0K | 0.10% | −466−4.4% | Reduced |
| First United Bank Trust | 10,263 | $436.0K | 0.18% | +8+0.1% | Added |
| Valley National Advisers Inc | 10,293 | $437.0K | 0.08% | −608−5.6% | Reduced |
| IFG Advisors, LLC | 10,302 | $437.0K | 0.20% | 00.0% | Unchanged |
| Monetary Management Group Inc | 10,300 | $437.0K | 0.12% | +350+3.5% | Added |
| Signature Estate & Investment Advisors LLC | 10,313 | $438.0K | 0.02% | +56+0.5% | Added |
| Stokes Family Office, LLC | 10,315 | $438.0K | 0.06% | +208+2.1% | Added |
| Gilbert & Cook, Inc. | 10,311 | $438.0K | 0.08% | +587+6.0% | Added |
| Veracity Capital LLC | 10,348 | $439.0K | 0.19% | −3,423−24.9% | Reduced |
| Capital City Trust Co | 10,335 | $439.0K | 0.14% | −1,120−9.8% | Reduced |
| Patriot Investment Management Inc. | 10,353 | $439.0K | 0.04% | +50.0% | Added |
| Cedar Brook Financial Partners, LLC | 10,399 | $441.0K | 0.13% | −349−3.2% | Reduced |
| WMS Partners, LLC | 10,451 | $444.0K | 0.07% | +2,449+30.6% | Added |
| Navis Wealth Advisors, LLC | 10,518 | $446.0K | 0.38% | −5,557−34.6% | Reduced |
| Advus Financial Partners, LLC | 10,061 | $447.6K | 0.25% | +10,061 | New |
| Intercontinental Wealth Advisors, LLC | 10,588 | $449.0K | 0.10% | −4,191−28.4% | Reduced |
| Integrated Investment Consultants, LLC | 10,580 | $449.0K | 0.13% | +1,958+22.7% | Added |
| Cornerstone Management, Inc. | 10,600 | $450.0K | 0.12% | 00.0% | Unchanged |
| Sara-Bay Financial | 10,635 | $451.0K | 0.18% | −95,900−90.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 10,615 | $451.0K | 0.05% | +7+0.1% | Added |
| Sonata Capital Group Inc | 10,644 | $452.0K | 0.20% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 10,655 | $452.0K | 0.27% | +151+1.4% | Added |
| Shayne & Co., LLC | 10,700 | $454.0K | 0.26% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 10,715 | $454.0K | 0.35% | +98+0.9% | Added |
| Kahn Brothers Group Inc | 10,708 | $454.6K | 0.06% | −1,500−12.3% | Reduced |
| Journey Advisory Group, LLC | 10,709 | $455.0K | 0.15% | +744+7.5% | Added |
| Tuttle Tactical Management | 10,739 | $456.0K | 0.53% | +10,739 | New |
| Sigma Investment Counselors Inc | 10,794 | $458.0K | 0.03% | −435−3.9% | Reduced |
| Summit Financial Group Inc | 10,794 | $459.0K | 0.17% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 10,840 | $460.0K | 0.28% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 10,847 | $467.0K | 0.13% | −80−0.7% | Reduced |
| Mirador Capital Partners LP | 11,043 | $469.0K | 0.11% | +20.0% | Added |
| Heritage Wealth Management, LLC | 11,041 | $469.0K | 0.17% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 11,064 | $470.0K | 0.16% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 11,082 | $470.0K | 0.04% | +184+1.7% | Added |
| Quattro Financial Advisors LLC | 10,000 | $470.0K | 0.13% | 00.0% | Unchanged |
| New World Advisors LLC | 9,902 | $471.0K | 0.22% | −10,246−50.9% | Reduced |
| JT Stratford LLC | 11,094 | $471.0K | 0.14% | +409+3.8% | Added |
| Gratus Capital LLC | 11,127 | $472.0K | 0.05% | −180−1.6% | Reduced |
| DRW Securities, LLC | 11,239 | $477.0K | 0.14% | −6,090−35.1% | Reduced |
| Annapolis Financial Services, LLC | 11,232 | $477.0K | 0.16% | +478+4.4% | Added |
| Resource Planning Group | 11,263 | $478.0K | 0.30% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 10,179 | $479.0K | 0.26% | −233−2.2% | Reduced |
| Penserra Capital Management LLC | 11,326 | $480.0K | 0.01% | −155−1.4% | Reduced |
| RiverGlades Family Offices LLC | 11,300 | $480.0K | 0.38% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 11,355 | $482.0K | 0.36% | −2,475−17.9% | Reduced |
| Traphagen Investment Advisors LLC | 11,355 | $482.0K | 0.09% | −18−0.2% | Reduced |
| Bingham Osborn & Scarborough LLC | 11,415 | $485.0K | 0.03% | −1,355−10.6% | Reduced |
| Jacobs & Co | 11,508 | $488.0K | 0.06% | −85−0.7% | Reduced |
| Castle Rock Wealth Management, LLC | 10,339 | $489.0K | 0.17% | −801−7.2% | Reduced |
| Pure Financial Advisors, Inc. | 11,508 | $489.0K | 0.04% | +388+3.5% | Added |
| Centric Wealth Management | 11,565 | $491.0K | 0.18% | +30.0% | Added |