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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 55,880 | $2.37M | 0.30% | +2,679+5.0% | Added |
| Lakeview Capital Partners, LLC | 55,820 | $2.37M | 1.09% | −859−1.5% | Reduced |
| American State Bank (Iowa) | 55,762 | $2.37M | 1.84% | +1,380+2.5% | Added |
| Ballentine Partners, LLC | 55,664 | $2.36M | 0.08% | +397+0.7% | Added |
| Scott & Selber, Inc. | 55,587 | $2.36M | 0.96% | −1,644−2.9% | Reduced |
| Investors Asset Management of Georgia Inc | 55,407 | $2.35M | 1.22% | +124+0.2% | Added |
| HCR Wealth Advisors | 55,337 | $2.35M | 0.39% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 54,642 | $2.32M | 0.78% | −719−1.3% | Reduced |
| BLB&B Advisors, LLC | 54,606 | $2.32M | 0.15% | +10,231+23.1% | Added |
| First City Capital Management, Inc. | 54,578 | $2.32M | 1.30% | −217−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 54,525 | $2.31M | 1.09% | −935−1.7% | Reduced |
| Nwam LLC | 54,490 | $2.31M | 0.21% | +2,257+4.3% | Added |
| IHT Wealth Management, LLC | 54,368 | $2.31M | 0.19% | −8,558−13.6% | Reduced |
| Convergence Investment Partners, LLC | 54,193 | $2.30M | 1.24% | −29,641−35.4% | Reduced |
| Regal Investment Advisors LLC | 54,092 | $2.30M | 0.22% | +271+0.5% | Added |
| Prairiewood Capital, LLC | 53,994 | $2.29M | 1.88% | +133+0.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 53,898 | $2.29M | 0.42% | 00.0% | Unchanged |
| Mendel Money Management | 53,750 | $2.28M | 1.43% | +9,340+21.0% | Added |
| Belpointe Asset Management LLC | 53,699 | $2.28M | 0.16% | −847−1.6% | Reduced |
| Koshinski Asset Management, Inc. | 53,615 | $2.28M | 0.20% | +13,809+34.7% | Added |
| Endeavour Capital Advisors Inc | 53,481 | $2.27M | 0.33% | +53,481 | New |
| Deseret Mutual Benefit Administrators | 53,108 | $2.25M | 0.41% | −17,437−24.7% | Reduced |
| Barings LLC | 53,036 | $2.25M | 0.05% | +15,602+41.7% | Added |
| American National Registered Investment Advisor, Inc. | 52,998 | $2.25M | 0.81% | −297−0.6% | Reduced |
| Martin & Co Inc | 52,957 | $2.25M | 0.53% | +4,930+10.3% | Added |
| Compton Capital Management Inc | 52,910 | $2.25M | 0.66% | +2,050+4.0% | Added |
| Lake Street Advisors Group, LLC | 52,902 | $2.25M | 0.24% | +12,075+29.6% | Added |
| Exeter Financial, LLC | 52,817 | $2.24M | 1.34% | −550−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 52,786 | $2.24M | 0.19% | −1,173−2.2% | Reduced |
| Hexagon Capital Partners LLC | 52,730 | $2.24M | 0.65% | +381+0.7% | Added |
| ARGI Investment Services, LLC | 52,726 | $2.24M | 0.07% | +3,455+7.0% | Added |
| Gs Investments, Inc. | 52,596 | $2.23M | 1.17% | +52,596 | New |
| MTM Investment Management, LLC | 52,295 | $2.22M | 1.21% | −1,198−2.2% | Reduced |
| Coastal Investment Advisors, Inc. | 52,265 | $2.22M | 0.52% | −1,161−2.2% | Reduced |
| Hartford Financial Management Inc. | 51,929 | $2.20M | 0.56% | −438−0.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 51,875 | $2.20M | 1.37% | −100−0.2% | Reduced |
| Mutual Advisors, LLC | 51,813 | $2.20M | 0.13% | −300−0.6% | Reduced |
| Heartland Bank & Trust Co | 51,693 | $2.19M | 1.89% | +22,167+75.1% | Added |
| Strategic Advisors LLC | 51,491 | $2.19M | 0.47% | −3,973−7.2% | Reduced |
| Country Club Trust Company, n.a. | 50,692 | $2.18M | 0.19% | +619+1.2% | Added |
| Qtron Investments LLC | 51,406 | $2.18M | 0.59% | −4,622−8.2% | Reduced |
| 6 Meridian | 51,372 | $2.18M | 0.17% | −27,916−35.2% | Reduced |
| Breiter Capital Management Inc | 51,329 | $2.18M | 1.24% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 51,292 | $2.18M | 0.45% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 51,193 | $2.17M | 0.09% | +15,205+42.3% | Added |
| Washington Trust Bank | 51,183 | $2.17M | 0.25% | −1,853−3.5% | Reduced |
| Brick & Kyle, Associates | 50,739 | $2.17M | 1.10% | +100.0% | Added |
| Legacy Advisors, LLC | 50,885 | $2.16M | 0.86% | +1,230+2.5% | Added |
| Colonial Trust Advisors | 50,798 | $2.16M | 0.27% | +20.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 50,680 | $2.15M | 0.80% | +100.0% | Added |
| Jeppson Wealth Management, LLC | 50,668 | $2.15M | 1.12% | −140−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 50,624 | $2.15M | 0.08% | +3,852+8.2% | Added |
| Sierra Capital LLC | 50,557 | $2.15M | 0.36% | 00.0% | Unchanged |
| Smithfield Trust Co | 50,569 | $2.15M | 0.14% | +3,300+7.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 50,475 | $2.14M | 0.50% | +1,510+3.1% | Added |
| Crescent Capital Consulting, LLC | 50,129 | $2.13M | 0.39% | −4,921−8.9% | Reduced |
| Wesbanco Bank Inc | 50,086 | $2.13M | 0.08% | −529−1.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 50,100 | $2.13M | 1.14% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 44,921 | $2.13M | 0.85% | −300−0.7% | Reduced |
| Sovarnum Capital L.P. | 50,000 | $2.12M | 2.01% | −15,000−23.1% | Reduced |
| Arete Wealth Advisors, LLC | 49,908 | $2.12M | 0.23% | +1,683+3.5% | Added |
| Laurel Wealth Advisors, Inc. | 49,917 | $2.12M | 0.39% | −9,055−15.4% | Reduced |
| Cito Capital Group, LLC | 49,870 | $2.12M | 0.99% | 00.0% | Unchanged |
| Burney Co | 49,673 | $2.11M | 0.10% | −545−1.1% | Reduced |
| Redwood Investment Management, LLC | 49,601 | $2.11M | 0.30% | +29,882+151.5% | Added |
| Shufro Rose & Co LLC | 49,446 | $2.10M | 0.16% | −100−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 49,430 | $2.10M | 0.01% | +187+0.4% | Added |
| Ayalon Holdings Ltd. | 48,361 | $2.08M | 0.75% | −3,507−6.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 49,038 | $2.08M | 0.14% | +1,735+3.7% | Added |
| Seeyond | 49,012 | $2.08M | 0.20% | −2,135−4.2% | Reduced |
| Spears Abacus Advisors LLC | 48,924 | $2.08M | 0.15% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 48,794 | $2.07M | 0.63% | −1,657−3.3% | Reduced |
| Choate Investment Advisors | 48,606 | $2.06M | 0.13% | +2,272+4.9% | Added |
| Fukoku Mutual Life Insurance Co | 48,520 | $2.06M | 0.16% | +1,820+3.9% | Added |
| BNC Wealth Management, LLC | 48,432 | $2.06M | 1.22% | −432−0.9% | Reduced |
| KG&L Capital Management,LLC | 48,199 | $2.05M | 0.90% | +19,968+70.7% | Added |
| Shorepoint Capital Partners LLC | 48,094 | $2.04M | 0.92% | +48,094 | New |
| Am Investment Strategies LLC | 48,060 | $2.04M | 0.53% | −38−0.1% | Reduced |
| Hilltop Holdings Inc. | 48,027 | $2.04M | 0.22% | +1,184+2.5% | Added |
| Connecticut Wealth Management, LLC | 47,960 | $2.04M | 0.18% | −395−0.8% | Reduced |
| Front Street Capital Management, Inc. | 47,919 | $2.03M | 0.39% | −578−1.2% | Reduced |
| AlphaCrest Capital Management LLC | 47,898 | $2.03M | 0.11% | −27,671−36.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 47,869 | $2.03M | 1.31% | −160−0.3% | Reduced |
| High Pointe Capital Management LLC | 47,716 | $2.03M | 1.60% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 47,725 | $2.03M | 1.17% | +73+0.2% | Added |
| Capital Advisors Inc | 47,613 | $2.02M | 0.06% | +2,083+4.6% | Added |
| Clear Street Markets LLC | 47,502 | $2.02M | 0.44% | −11,876−20.0% | Reduced |
| Buffington Mohr McNeal | 47,429 | $2.01M | 0.39% | +4,373+10.2% | Added |
| 55I, LLC | 47,339 | $2.01M | 0.06% | +17,852+60.5% | Added |
| Zeke Capital Advisors, LLC | 47,110 | $2.00M | 0.12% | +284+0.6% | Added |
| Centaurus Financial, Inc. | 46,859 | $1.99M | 0.17% | +81+0.2% | Added |
| Manchester Capital Management LLC | 46,846 | $1.99M | 0.27% | +5,205+12.5% | Added |
| Probity Advisors, Inc. | 46,843 | $1.99M | 0.41% | +227+0.5% | Added |
| Hikari Power Ltd | 46,740 | $1.98M | 0.20% | 00.0% | Unchanged |
| AMG National Trust Bank | 46,707 | $1.98M | 0.06% | −49,411−51.4% | Reduced |
| Comerica Securities,inc. | 46,512 | $1.97M | 0.14% | +1,696+3.8% | Added |
| Modera Wealth Management, LLC | 46,443 | $1.97M | 0.10% | +172+0.4% | Added |
| Woodard & Co Asset Management Group Inc | 46,284 | $1.97M | 1.21% | −5,211−10.1% | Reduced |
| Global Financial Private Client, LLC | 45,603 | $1.96M | 1.01% | −546−1.2% | Reduced |
| Prudent Man Advisors, LLC | 46,039 | $1.95M | 0.74% | +20.0% | Added |