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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Cohen Investment Advisors LLC | 71,786 | $3.05M | 2.34% | −2,448−3.3% | Reduced |
| NEXT Financial Group, Inc | 71,545 | $3.04M | 0.24% | +5,626+8.5% | Added |
| Old West Investment Management, LLC | 71,334 | $3.03M | 1.33% | 00.0% | Unchanged |
| Sepio Capital, LP | 71,094 | $3.02M | 0.25% | +25,152+54.7% | Added |
| Brighton Jones LLC | 71,043 | $3.02M | 0.16% | +643+0.9% | Added |
| Tower Research Capital LLC (TRC) | 70,992 | $3.01M | 0.08% | −86,434−54.9% | Reduced |
| Snowden Capital Advisors LLC | 70,902 | $3.01M | 0.15% | +7,789+12.3% | Added |
| Pathstone Family Office, LLC | 70,836 | $3.00M | 0.09% | +9,758+16.0% | Added |
| Checchi Capital Advisers, LLC | 70,556 | $3.00M | 0.37% | +740+1.1% | Added |
| Cubist Systematic Strategies, LLC | 70,332 | $2.99M | 0.04% | −22,945−24.6% | Reduced |
| Compagnie Lombard Odier SCmA | 70,270 | $2.98M | 0.06% | +17,562+33.3% | Added |
| Sterling Investment Management, Inc. | 70,220 | $2.98M | 1.90% | −773−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 70,000 | $2.97M | 0.81% | 00.0% | Unchanged |
| Fiera Capital Corp | 69,865 | $2.97M | 0.01% | +69,865 | New |
| Hudson Capital Management LLC | 69,856 | $2.96M | 1.19% | −750−1.1% | Reduced |
| Claraphi Advisory Network, LLC | 69,771 | $2.96M | 1.05% | +1,110+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 69,738 | $2.96M | 0.15% | +707+1.0% | Added |
| BDO Wealth Advisors, LLC | 69,680 | $2.96M | 0.33% | −402−0.6% | Reduced |
| Legacy Capital Partners, Inc. | 69,575 | $2.95M | 1.07% | −5,700−7.6% | Reduced |
| Anchor Investment Management, LLC | 69,509 | $2.95M | 0.41% | +707+1.0% | Added |
| Parsons Capital Management Inc | 69,373 | $2.94M | 0.23% | +1,326+1.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 69,288 | $2.94M | 0.02% | −4,700−6.4% | Reduced |
| WBH Advisory Inc | 69,291 | $2.94M | 0.40% | −669−1.0% | Reduced |
| Toroso Investments, LLC | 69,181 | $2.94M | 0.11% | +7,475+12.1% | Added |
| Tokio Marine Asset Management Co Ltd | 69,198 | $2.94M | 0.26% | +8,153+13.4% | Added |
| Holderness Investments Co | 69,067 | $2.93M | 0.97% | −226−0.3% | Reduced |
| Sentry Investment Management LLC | 68,896 | $2.92M | 0.85% | −12,004−14.8% | Reduced |
| Perigon Wealth Management, LLC | 68,659 | $2.92M | 0.25% | −3,609−5.0% | Reduced |
| Baldwin Investment Management, LLC | 68,275 | $2.90M | 0.50% | −730−1.1% | Reduced |
| Wunderlich Capital Managemnt | 68,265 | $2.90M | 1.40% | +1,070+1.6% | Added |
| Asset Dedication, LLC | 67,302 | $2.87M | 0.38% | +685+1.0% | Added |
| Park Avenue Securities LLC | 67,458 | $2.86M | 0.06% | −396−0.6% | Reduced |
| Charter Research & Investment Group, Inc. | 67,315 | $2.86M | 2.37% | +520+0.8% | Added |
| First Quadrant L P | 66,847 | $2.84M | 0.33% | +365+0.5% | Added |
| First Dallas Securities Inc. | 66,779 | $2.83M | 1.96% | +1,006+1.5% | Added |
| Chesley Taft & Associates LLC | 66,570 | $2.83M | 0.16% | +1,950+3.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 66,022 | $2.80M | 0.38% | +21,543+48.4% | Added |
| Gotham Asset Management, LLC | 66,003 | $2.80M | 0.11% | −36,104−35.4% | Reduced |
| Brewin Dolphin Ltd | 65,661 | $2.79M | 0.11% | −6,590−9.1% | Reduced |
| Resources Investment Advisors, LLC. | 65,505 | $2.78M | 0.11% | +3,448+5.6% | Added |
| Duncker Streett & Co Inc | 65,438 | $2.78M | 0.53% | −2,572−3.8% | Reduced |
| Markston International LLC | 65,221 | $2.77M | 2.59% | −71,487−52.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 64,528 | $2.74M | 0.28% | 00.0% | Unchanged |
| Brookstone Capital Management | 63,225 | $2.73M | 0.05% | −1,156−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 64,252 | $2.73M | 0.20% | +18,121+39.3% | Added |
| Souders Financial Advisors | 64,245 | $2.73M | 0.88% | +929+1.5% | Added |
| Greytown Advisors Inc. | 64,138 | $2.72M | 1.21% | +64,138 | New |
| Ropes Wealth Advisors LLC | 64,117 | $2.72M | 0.44% | −2,579−3.9% | Reduced |
| Cumberland Advisors Inc | 63,450 | $2.69M | 0.62% | −1,650−2.5% | Reduced |
| Heritage Trust Co | 63,020 | $2.68M | 0.38% | +7,185+12.9% | Added |
| Change Path, LLC | 62,967 | $2.67M | 0.16% | −5,330−7.8% | Reduced |
| Peddock Capital Advisors, LLC | 62,538 | $2.65M | 0.95% | +124+0.2% | Added |
| Essex Investment Management Co LLC | 62,307 | $2.65M | 0.32% | −2,321−3.6% | Reduced |
| Lafayette Investments, Inc. | 62,207 | $2.64M | 0.72% | −214−0.3% | Reduced |
| SkyOak Wealth, LLC | 61,995 | $2.63M | 0.71% | −85−0.1% | Reduced |
| Studio Investment Management LLC | 61,867 | $2.63M | 1.13% | +61,867 | New |
| Gladstone Institutional Advisory LLC | 61,547 | $2.61M | 0.26% | −18,022−22.6% | Reduced |
| V Wealth Advisors LLC | 61,534 | $2.61M | 0.41% | −538−0.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 54,573 | $2.61M | 0.10% | +301+0.6% | Added |
| MRJ Capital Inc | 61,486 | $2.61M | 1.53% | +1,177+2.0% | Added |
| Beacon Financial Group | 60,368 | $2.60M | 0.36% | −714−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 61,225 | $2.60M | 0.12% | +3,718+6.5% | Added |
| Agf Investments Inc. | 61,152 | $2.60M | 0.02% | −1,334−2.1% | Reduced |
| Poehling Capital Management, LLC | 61,121 | $2.60M | 0.88% | −3,130−4.9% | Reduced |
| Sandy Spring Bank | 61,081 | $2.59M | 0.14% | −485−0.8% | Reduced |
| Phoenix Holdings Ltd. | 60,725 | $2.59M | 0.05% | −14,375−19.1% | Reduced |
| Exane Derivatives | 60,489 | $2.57M | 0.64% | −2,337−3.7% | Reduced |
| International Assets Investment Management, LLC | 114,710 | $2.55M | 0.46% | +43,722+61.6% | Added |
| Lee Capital Holdings LLC | 60,000 | $2.55M | 1.34% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 59,862 | $2.54M | 0.40% | +6,196+11.5% | Added |
| 9258 Wealth Management, LLC | 59,656 | $2.53M | 0.68% | −1,926−3.1% | Reduced |
| Cullinan Associates Inc | 59,490 | $2.52M | 0.14% | +143+0.2% | Added |
| Columbia Trust Co 01012016 | 59,455 | $2.52M | 1.33% | +1,847+3.2% | Added |
| Ameritas Investment Company, LLC | 59,436 | $2.52M | 0.12% | +22,116+59.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 64,155 | $2.52M | 0.16% | −764−1.2% | Reduced |
| Strategic Global Advisors, LLC | 59,417 | $2.52M | 0.37% | +13,144+28.4% | Added |
| Hudson Canyon Capital Management | 59,181 | $2.51M | 1.93% | −2,163−3.5% | Reduced |
| Trustcore Financial Services, LLC | 59,013 | $2.50M | 0.25% | +162+0.3% | Added |
| NTV Asset Management LLC | 58,939 | $2.50M | 0.43% | −3,100−5.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 58,663 | $2.49M | 0.23% | +291+0.5% | Added |
| Blume Capital Management, Inc. | 58,391 | $2.48M | 0.91% | +150.0% | Added |
| Intersect Capital LLC | 58,300 | $2.48M | 0.42% | +4,417+8.2% | Added |
| FineMark National Bank & Trust | 58,214 | $2.47M | 0.10% | −530−0.9% | Reduced |
| Pacific Asset Management LLC | 58,223 | $2.47M | 2.17% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 58,161 | $2.47M | 1.07% | −16,058−21.6% | Reduced |
| Little House Capital LLC | 58,152 | $2.47M | 1.45% | +1,859+3.3% | Added |
| Pinnacle Bancorp, Inc. | 58,020 | $2.46M | 0.98% | +43,093+288.7% | Added |
| Global Retirement Partners, LLC | 57,821 | $2.45M | 0.24% | +9,247+19.0% | Added |
| Vision Capital Management, Inc. | 57,792 | $2.45M | 0.40% | +624+1.1% | Added |
| Corrado Advisors, LLC | 57,271 | $2.43M | 1.51% | +899+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 57,047 | $2.42M | 0.10% | −3,373−5.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 57,048 | $2.42M | 1.57% | −1,944−3.3% | Reduced |
| Thomasville National Bank | 56,991 | $2.42M | 0.25% | −3,160−5.3% | Reduced |
| Columbia Asset Management | 56,839 | $2.41M | 0.53% | −359−0.6% | Reduced |
| Investment Management of Virginia LLC | 56,863 | $2.41M | 0.46% | +1,325+2.4% | Added |
| Continental Advisors LLC | 56,438 | $2.40M | 1.73% | −7,000−11.0% | Reduced |
| B. Riley Wealth Management, Inc. | 56,369 | $2.39M | 0.18% | +1,947+3.6% | Added |
| Smith Shellnut Wilson LLC | 56,338 | $2.39M | 1.38% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 56,246 | $2.39M | 0.90% | +200+0.4% | Added |
| Investment Advisory Services Inc | 55,929 | $2.37M | 1.45% | +40.0% | Added |