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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 16,492 | $700.0K | 0.05% | +723+4.6% | Added |
| Baystate Wealth Management LLC | 16,495 | $700.0K | 0.07% | +2,131+14.8% | Added |
| Emerald Advisors, LLC | 16,628 | $706.0K | 0.20% | +336+2.1% | Added |
| Neo Ivy Capital Management | 29,716 | $706.0K | 0.81% | +29,716 | New |
| Encompass Wealth Advisors, LLC | 16,684 | $708.0K | 0.18% | +352+2.2% | Added |
| Charter Oak Capital Management, LLC | 16,737 | $710.0K | 0.09% | −565−3.3% | Reduced |
| BigSur Wealth Management LLC | 16,750 | $711.0K | 0.32% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 16,760 | $711.0K | 0.07% | +16,760 | New |
| Level Four Advisory Services, LLC | 16,788 | $713.0K | 0.07% | −8,572−33.8% | Reduced |
| HYA Advisors, Inc | 16,297 | $713.0K | 0.29% | −614−3.6% | Reduced |
| Kanawha Capital Management LLC | 16,786 | $713.0K | 0.07% | +1,982+13.4% | Added |
| Everhart Financial Group, Inc. | 16,838 | $715.0K | 0.49% | +371+2.3% | Added |
| Oxbow Advisors, LLC | 16,893 | $717.0K | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 16,901 | $717.0K | 0.07% | +1,795+11.9% | Added |
| Harbor Financial Services, LLC | 16,913 | $718.0K | 0.31% | −283−1.6% | Reduced |
| Howland Capital Management LLC | 16,925 | $718.0K | 0.04% | −49−0.3% | Reduced |
| Tranquility Partners, LLC | 16,932 | $719.0K | 0.36% | +3,933+30.3% | Added |
| Headinvest, LLC | 16,961 | $720.0K | 0.14% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 17,000 | $722.0K | 0.99% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 17,072 | $725.0K | 0.15% | −542−3.1% | Reduced |
| First Citizens Financial Corp | 17,087 | $725.0K | 0.58% | −100−0.6% | Reduced |
| Optimum Investment Advisors | 17,133 | $727.0K | 0.31% | −11,864−40.9% | Reduced |
| One Wealth Advisors, LLC | 17,136 | $727.0K | 0.21% | −2,632−13.3% | Reduced |
| Omnia Family Wealth, LLC | 17,131 | $727.0K | 0.50% | +613+3.7% | Added |
| BTR Capital Management Inc | 17,166 | $729.0K | 0.09% | −2,625−13.3% | Reduced |
| Legacy Wealth Planning, LLC | 17,199 | $730.0K | 0.82% | −2,119−11.0% | Reduced |
| Crawford Investment Counsel Inc | 17,281 | $734.0K | 0.01% | +1,958+12.8% | Added |
| West Paces Advisors Inc. | 17,318 | $735.1K | 0.26% | +1,827+11.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 17,348 | $736.0K | 0.27% | 00.0% | Unchanged |
| Day & Ennis, LLC | 17,499 | $743.0K | 0.26% | 00.0% | Unchanged |
| Humankind Investments LLC | 17,532 | $744.0K | 0.34% | +6,676+61.5% | Added |
| Geller Advisors LLC | 17,565 | $746.0K | 0.16% | +1,609+10.1% | Added |
| Spreng Capital Management, Inc. | 17,341 | $747.0K | 0.48% | 00.0% | Unchanged |
| Maven Securities LTD | 17,632 | $748.0K | 0.09% | −40,613−69.7% | Reduced |
| Wealthstar Advisors, LLC | 17,636 | $749.0K | 0.27% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 17,670 | $750.0K | 0.04% | −596−3.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 17,776 | $753.0K | 0.43% | +21+0.1% | Added |
| Westhampton Capital, LLC | 17,754 | $754.0K | 0.52% | 00.0% | Unchanged |
| Stableford Capital II LLC | 16,735 | $754.0K | 0.38% | −879−5.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,782 | $755.0K | 0.20% | +5,509+44.9% | Added |
| Forte Capital LLC | 17,829 | $757.0K | 0.10% | −3,126−14.9% | Reduced |
| Tudor Investment Corp Et Al | 17,832 | $757.0K | 0.02% | +17,832 | New |
| Navellier & Associates Inc | 17,900 | $760.0K | 0.11% | −2,500−12.3% | Reduced |
| Congress Park Capital LLC | 17,895 | $760.0K | 0.39% | −200−1.1% | Reduced |
| Asset Management Corp | 17,915 | $760.0K | 0.48% | +17,915 | New |
| IMS Capital Management | 17,977 | $763.0K | 0.44% | +252+1.4% | Added |
| Clear Investment Research, LLC | 17,996 | $764.0K | 1.24% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 18,141 | $770.0K | 0.26% | +174+1.0% | Added |
| Cheviot Value Management, LLC | 18,172 | $771.0K | 0.20% | −275−1.5% | Reduced |
| Bartlett & Co. LLC | 18,262 | $775.0K | 0.01% | −79−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 18,261 | $775.0K | 0.24% | +230+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 18,262 | $775.2K | 0.01% | −79−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 18,324 | $777.0K | 0.20% | +60.0% | Added |
| Hall Capital Management Co Inc | 18,297 | $777.0K | 0.50% | +2,174+13.5% | Added |
| Alliance Wealth Advisors, LLC | 18,321 | $778.0K | 0.69% | +54+0.3% | Added |
| McDonald Partners LLC | 18,445 | $783.0K | 0.18% | −271−1.4% | Reduced |
| Avestar Capital, LLC | 18,460 | $784.0K | 0.15% | −3,375−15.5% | Reduced |
| Johanson Financial Advisors, Inc. | 18,467 | $784.0K | 0.27% | +238+1.3% | Added |
| Naples Global Advisors, LLC | 18,503 | $785.0K | 0.10% | +20+0.1% | Added |
| Tiemann Investment Advisors, LLC | 18,499 | $785.0K | 0.37% | +86+0.5% | Added |
| Menard Financial Group LLC | 18,494 | $785.0K | 0.69% | +1,075+6.2% | Added |
| Foster & Motley Inc | 18,621 | $790.0K | 0.07% | −2,246−10.8% | Reduced |
| Twin Focus Capital Partners, LLC | 18,690 | $793.0K | 0.19% | +70+0.4% | Added |
| Bickling Financial Services, Inc. | 18,695 | $794.0K | 0.40% | +96+0.5% | Added |
| Cowen and Company, LLC | 18,753 | $796.0K | 0.04% | −49−0.3% | Reduced |
| Keudell/Morrison Wealth Management | 18,777 | $797.0K | 0.34% | −1,529−7.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $798.0K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,812 | $799.0K | 0.05% | −488−2.5% | Reduced |
| Arlington Partners LLC | 18,833 | $799.0K | 0.23% | +10,781+133.9% | Added |
| First Mercantile Trust Co | 18,877 | $801.0K | 0.11% | −2,463−11.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 18,879 | $801.0K | 0.06% | +344+1.9% | Added |
| Vaughan David Investments LLC | 18,909 | $803.0K | 0.03% | −10.0% | Reduced |
| Fca Corp | 18,912 | $803.0K | 0.24% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 18,967 | $805.0K | 0.22% | −218−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 18,967 | $805.0K | 0.12% | +137+0.7% | Added |
| Investors Research Corp | 18,989 | $806.0K | 0.27% | −950−4.8% | Reduced |
| First PREMIER Bank | 18,990 | $806.0K | 0.23% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 16,971 | $806.0K | 0.06% | +912+5.7% | Added |
| Enterprise Trust & Investment Co | 19,022 | $807.0K | 0.33% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 19,018 | $807.0K | 0.07% | +528+2.9% | Added |
| KMG Fiduciary Partners, LLC | 19,020 | $807.0K | 0.14% | +1,354+7.7% | Added |
| Foresight Wealth Management, LLC | 19,042 | $808.0K | 0.36% | −1,116−5.5% | Reduced |
| Augustine Asset Management Inc | 19,028 | $808.0K | 0.43% | +445+2.4% | Added |
| First National Bank of Hutchinson | 19,072 | $809.0K | 0.45% | +5,349+39.0% | Added |
| Resource Management, LLC | 19,085 | $810.0K | 0.09% | +2,957+18.3% | Added |
| Stanley-Laman Group, Ltd. | 19,120 | $812.0K | 0.11% | +25+0.1% | Added |
| Lindbrook Capital, LLC | 19,208 | $815.0K | 0.21% | −1,801−8.6% | Reduced |
| Capital Planning Advisors, LLC | 19,199 | $815.0K | 0.17% | +971+5.3% | Added |
| Adirondack Trust Co | 17,116 | $818.0K | 0.39% | +467+2.8% | Added |
| Arbor Investment Advisors, LLC | 19,313 | $820.0K | 0.17% | +80.0% | Added |
| Trust Co of Kansas | 19,390 | $823.0K | 0.47% | +179+0.9% | Added |
| Essex Savings Bank | 19,718 | $824.0K | 0.30% | −659−3.2% | Reduced |
| WNY Asset Management, LLC | 19,475 | $824.0K | 0.28% | +311+1.6% | Added |
| Moloney Securities Asset Management, LLC | 19,435 | $825.0K | 0.15% | +2,259+13.2% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 19,479 | $827.0K | 0.27% | +60.0% | Added |
| Lineweaver Wealth Advisors, LLC | 19,521 | $828.0K | 0.25% | +1,039+5.6% | Added |
| Almanack Investment Partners, LLC. | 19,497 | $828.0K | 0.07% | +4,422+29.3% | Added |
| TD Ameritrade Investment Management, LLC | 34,564 | $833.0K | 0.01% | +5,311+18.2% | Added |
| Glassman Wealth Services | 19,722 | $837.0K | 0.18% | +7,856+66.2% | Added |
| JNBA Financial Advisors | 19,756 | $839.0K | 0.11% | 00.0% | Unchanged |