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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 13,734 | $583.0K | 0.03% | −13,654−49.9% | Reduced |
| Doyle Wealth Management | 13,789 | $585.0K | 0.05% | +508+3.8% | Added |
| Aprio Wealth Management, LLC | 13,803 | $586.0K | 0.27% | +3,850+38.7% | Added |
| AlphaCore Capital LLC | 13,859 | $588.0K | 0.30% | −815−5.6% | Reduced |
| Northstar Group, Inc. | 13,854 | $588.0K | 0.15% | −648−4.5% | Reduced |
| MONECO Advisors, LLC | 13,859 | $588.0K | 0.23% | +3,329+31.6% | Added |
| Successful Portfolios LLC | 13,885 | $589.0K | 0.35% | −327−2.3% | Reduced |
| Calton & Associates, Inc. | 13,901 | $590.0K | 0.13% | −2,316−14.3% | Reduced |
| Landmark Financial Advisors, LLC | 15,295 | $592.0K | 0.32% | −183−1.2% | Reduced |
| Defined Wealth Management, LLC | 13,953 | $592.0K | 0.52% | 00.0% | Unchanged |
| Advisor OS, LLC | 13,936 | $592.0K | 0.13% | +438+3.2% | Added |
| TrueWealth Advisors, LLC | 13,989 | $594.0K | 0.33% | +258+1.9% | Added |
| Adell Harriman & Carpenter Inc | 14,108 | $598.9K | 0.06% | −2,086−12.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 14,101 | $599.0K | 0.08% | 00.0% | Unchanged |
| Pacitti Group Inc. | 14,121 | $599.0K | 0.37% | +1,381+10.8% | Added |
| Camden National Bank | 14,203 | $603.0K | 0.12% | +1,400+10.9% | Added |
| Evermay Wealth Management LLC | 14,265 | $606.0K | 0.12% | −650−4.4% | Reduced |
| Terra Nova Asset Management LLC | 14,300 | $607.0K | 0.49% | +300+2.1% | Added |
| RDA Financial Network | 14,400 | $611.0K | 0.27% | −29−0.2% | Reduced |
| Key Financial Inc | 14,443 | $613.0K | 0.35% | 00.0% | Unchanged |
| Archer Investment Corp | 14,487 | $615.0K | 0.23% | −262−1.8% | Reduced |
| Albion Financial Group | 14,490 | $615.0K | 0.05% | +10.0% | Added |
| Kalos Management, Inc. | 13,137 | $616.0K | 0.17% | +2,572+24.3% | Added |
| Brave Warrior Advisors, LLC | 14,532 | $617.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 14,548 | $618.0K | 0.21% | +15+0.1% | Added |
| Whitener Capital Management, Inc. | 20,455 | $619.0K | 0.28% | +1,173+6.1% | Added |
| Titus Wealth Management | 14,607 | $619.0K | 0.33% | +3,122+27.2% | Added |
| Mountain Pacific Investment Advisers Inc | 14,620 | $621.0K | 0.04% | −1,600−9.9% | Reduced |
| Fairhaven Wealth Management, LLC | 14,636 | $621.0K | 0.26% | +20.0% | Added |
| Independent Solutions Wealth Management, LLC | 14,639 | $621.4K | 0.15% | −4,588−23.9% | Reduced |
| Ausdal Financial Partners, Inc. | 14,654 | $622.0K | 0.09% | −2,191−13.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 14,665 | $623.0K | 0.14% | +1,500+11.4% | Added |
| Strategy Asset Managers LLC | 14,705 | $624.0K | 0.14% | +30.0% | Added |
| Aviance Capital Partners, LLC | 14,779 | $627.0K | 0.11% | −600−3.9% | Reduced |
| Independence Bank of Kentucky | 14,801 | $628.0K | 0.27% | −375−2.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 14,805 | $628.0K | 0.42% | −132−0.9% | Reduced |
| Wakefield Asset Management LLLP | 14,798 | $628.0K | 0.24% | +36+0.2% | Added |
| Websterrogers Financial Advisors, LLC | 14,788 | $628.0K | 0.15% | −1,656−10.1% | Reduced |
| Financial Management Network Inc | 14,496 | $628.0K | 0.32% | −260−1.8% | Reduced |
| Apollon Wealth Management, LLC | 14,793 | $628.0K | 0.09% | +451+3.1% | Added |
| Sheets Smith Wealth Management | 14,882 | $632.0K | 0.09% | −907−5.7% | Reduced |
| Enterprise Bank & Trust Co | 14,893 | $632.0K | 0.25% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 14,926 | $633.6K | 0.12% | −204,832−93.2% | Reduced |
| Round Hill Asset Management | 14,947 | $634.0K | 0.32% | −218−1.4% | Reduced |
| Twinbeech Capital LP | 14,935 | $634.0K | 0.04% | +14,935 | New |
| WESPAC Advisors SoCal, LLC | 14,350 | $635.0K | 0.21% | −500−3.4% | Reduced |
| Virtue Capital Management, LLC | 14,994 | $636.0K | 0.11% | −859−5.4% | Reduced |
| Chelsea Counsel Co | 15,015 | $637.0K | 0.29% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,987 | $637.0K | 0.07% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 15,076 | $640.0K | 0.33% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 15,100 | $641.0K | 0.30% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 15,094 | $641.0K | 0.03% | +60+0.4% | Added |
| First Wilshire Securities Management Inc | 15,115 | $642.0K | 0.21% | +498+3.4% | Added |
| Perennial Investment Advisors, LLC | 15,212 | $643.0K | 0.23% | −62−0.4% | Reduced |
| Cardan Capital Partners, LLC | 15,168 | $644.0K | 0.07% | −103−0.7% | Reduced |
| NewEdge Wealth, LLC | 15,187 | $645.0K | 0.04% | +538+3.7% | Added |
| Spinnaker Trust | 15,214 | $646.0K | 0.04% | −160−1.0% | Reduced |
| Copperwynd Financial, LLC | 15,212 | $646.0K | 0.27% | +111+0.7% | Added |
| Grant/GrossMendelsohn, LLC | 13,638 | $647.0K | 0.51% | +30.0% | Added |
| Abacus Wealth Partners, LLC | 15,242 | $647.0K | 0.24% | −1,056−6.5% | Reduced |
| Old Mission Investment Co LLC | 15,248 | $647.3K | 0.26% | −1,489−8.9% | Reduced |
| Pennsylvania Capital Management Inc | 13,625 | $648.0K | 0.29% | +3,957+40.9% | Added |
| Waddell & Associates, LLC | 15,285 | $649.0K | 0.11% | +4,073+36.3% | Added |
| Bennett Selby Investments LP | 15,302 | $650.0K | 0.42% | +50+0.3% | Added |
| GSB Wealth Management, LLC | 15,372 | $653.0K | 0.34% | −3,400−18.1% | Reduced |
| First Business Financial Services, Inc. | 15,403 | $654.0K | 0.07% | +1,478+10.6% | Added |
| Venturi Wealth Management, LLC | 15,439 | $655.0K | 0.05% | +558+3.7% | Added |
| Antonetti Capital Management LLC | 15,479 | $657.0K | 0.54% | +15,479 | New |
| Pekin Hardy Strauss, Inc. | 15,520 | $659.0K | 0.09% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 15,572 | $661.0K | 0.37% | +355+2.3% | Added |
| Delta Asset Management LLC | 15,657 | $665.0K | 0.06% | +80+0.5% | Added |
| Harvey Investment Co LLC | 15,686 | $666.0K | 0.09% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 15,701 | $667.0K | 0.00% | +15,701 | New |
| Ledyard National Bank | 15,763 | $669.0K | 0.07% | +2,137+15.7% | Added |
| New Jersey Better Educational Savings Trust | 15,783 | $670.0K | 1.33% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 15,800 | $670.0K | 0.28% | +400+2.6% | Added |
| Barry Investment Advisors, LLC | 15,808 | $671.0K | 0.19% | +86+0.5% | Added |
| Albert D Mason Inc | 15,885 | $674.0K | 0.43% | +45+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 15,889 | $674.0K | 0.42% | +545+3.6% | Added |
| Toth Financial Advisory Corp | 15,906 | $675.0K | 0.10% | −17,740−52.7% | Reduced |
| Kavar Capital Partners Group, LLC | 15,904 | $675.0K | 0.15% | +1,013+6.8% | Added |
| RFG Advisory, LLC | 15,920 | $676.0K | 0.06% | −1,862−10.5% | Reduced |
| Keel Point, LLC | 15,922 | $676.0K | 0.09% | +226+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,938 | $677.0K | 0.49% | −356−2.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,984 | $679.0K | 0.11% | −852−5.1% | Reduced |
| Shoker Investment Counsel, Inc. | 15,995 | $679.0K | 0.34% | +30+0.2% | Added |
| Alethea Capital Management, LLC | 16,012 | $680.0K | 0.60% | −501−3.0% | Reduced |
| HHM Wealth Advisors, LLC | 16,051 | $681.0K | 0.19% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 16,109 | $684.0K | 0.47% | +80+0.5% | Added |
| Fairfield, Bush & Co. | 16,104 | $684.0K | 0.22% | +100+0.6% | Added |
| Ascent Wealth Partners, LLC | 16,135 | $685.0K | 0.13% | +439+2.8% | Added |
| Capital Square, LLC | 16,011 | $689.0K | 0.49% | +50.0% | Added |
| Sky Investment Group LLC | 16,252 | $690.0K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 16,274 | $691.0K | 0.14% | +638+4.1% | Added |
| E Fund Management Co., Ltd. | 16,277 | $691.0K | 0.03% | +16,277 | New |
| Nations Financial Group Inc, | 16,353 | $694.0K | 0.11% | +4,963+43.6% | Added |
| HighTower Trust Services, LTA | 16,413 | $697.0K | 0.09% | +344+2.1% | Added |
| YHB Investment Advisors, Inc. | 16,457 | $699.0K | 0.06% | −5,465−24.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 16,474 | $699.0K | 0.42% | −497−2.9% | Reduced |
| Iowa State Bank | 16,461 | $699.0K | 0.20% | −100−0.6% | Reduced |