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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 46,017 | $1.95M | 1.02% | +1,550+3.5% | Added |
| Quadrant Capital Group LLC | 46,013 | $1.95M | 0.27% | +2,079+4.7% | Added |
| Boston Trust Walden Corp | 45,916 | $1.95M | 0.02% | −12,947−22.0% | Reduced |
| O'Neil Global Advisors, Inc. | 45,435 | $1.93M | 1.48% | +28,423+167.1% | Added |
| Brown Advisory Securities, LLC | 45,362 | $1.93M | 0.57% | −101,103−69.0% | Reduced |
| Parkside Financial Bank & Trust | 45,382 | $1.93M | 0.57% | +6,892+17.9% | Added |
| InTrack Investment Management Inc | 40,248 | $1.93M | 1.40% | +1,133+2.9% | Added |
| Fulcrum Asset Management LLP | – | $1.92M | 0.95% | – | – |
| White Pine Capital LLC | 45,271 | $1.92M | 0.59% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 45,246 | $1.92M | 0.06% | −131−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 45,250 | $1.92M | 1.38% | −52−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 45,192 | $1.92M | 0.13% | +2,720+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,986 | $1.92M | 0.03% | +39,986 | New |
| XXEC, Inc. | 45,000 | $1.91M | 1.45% | −25,000−35.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 44,890 | $1.91M | 0.48% | +4,337+10.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 44,636 | $1.90M | 0.34% | +17,850+66.6% | Added |
| Graypoint LLC | 44,571 | $1.89M | 0.23% | +4,852+12.2% | Added |
| Oarsman Capital, Inc. | 44,495 | $1.89M | 0.76% | −2,660−5.6% | Reduced |
| Legacy Bridge, LLC | 44,505 | $1.89M | 1.09% | +160+0.4% | Added |
| Kore Private Wealth LLC | 44,456 | $1.89M | 0.20% | +2,962+7.1% | Added |
| Excalibur Management Corp | 44,428 | $1.89M | 0.83% | +1,949+4.6% | Added |
| NorthRock Partners, LLC | 43,734 | $1.88M | 0.15% | +5,703+15.0% | Added |
| Mayflower Financial Advisors, LLC | 40,501 | $1.88M | 0.25% | −2,478−5.8% | Reduced |
| Wealthsource Partners, LLC | 44,244 | $1.88M | 0.16% | +1,976+4.7% | Added |
| IPG Investment Advisors LLC | 44,157 | $1.87M | 0.59% | +12,515+39.6% | Added |
| Argent Advisors, Inc. | 44,021 | $1.87M | 1.07% | +1,001+2.3% | Added |
| Freedom Day Solutions, LLC | 43,870 | $1.86M | 0.87% | −1,867−4.1% | Reduced |
| Michael B. Yongue | 43,782 | $1.86M | 1.36% | 00.0% | Unchanged |
| Advisor Resource Council | 43,673 | $1.85M | 0.57% | −21,336−32.8% | Reduced |
| Diligent Investors, LLC | 44,912 | $1.85M | 0.63% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 43,390 | $1.84M | 1.16% | +323+0.7% | Added |
| Thoroughbred Financial Services, LLC | 43,269 | $1.84M | 0.45% | +1,686+4.1% | Added |
| Bouchey Financial Group Ltd | 43,109 | $1.83M | 0.25% | −150.0% | Reduced |
| Waldron Private Wealth LLC | 42,737 | $1.81M | 0.11% | −19,836−31.7% | Reduced |
| Carolinas Wealth Consulting LLC | 42,610 | $1.81M | 0.42% | +886+2.1% | Added |
| Miramar Capital, LLC | 42,612 | $1.81M | 0.72% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 42,590 | $1.81M | 0.14% | −14,589−25.5% | Reduced |
| Sawtooth Solutions, LLC | 42,538 | $1.81M | 0.28% | +1,489+3.6% | Added |
| FLC Capital Advisors | 42,496 | $1.80M | 0.53% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 42,193 | $1.79M | 0.13% | +622+1.5% | Added |
| Laidlaw Wealth Management LLC | 42,005 | $1.78M | 0.46% | −1,132−2.6% | Reduced |
| West Branch Capital LLC | 41,994 | $1.78M | 0.86% | +1,476+3.6% | Added |
| Buckley Wealth Management, LLC | 41,860 | $1.78M | 0.57% | +718+1.7% | Added |
| Sunesis Advisors, LLC | 41,528 | $1.76M | 1.36% | +250+0.6% | Added |
| McLean Asset Management Corp | 36,693 | $1.76M | 0.68% | +1,842+5.3% | Added |
| Anchor Capital Advisors LLC | 41,417 | $1.76M | 0.04% | 00.0% | Unchanged |
| Old Dominion Capital Management Inc | 41,360 | $1.76M | 0.38% | +180.0% | Added |
| Winton Group Ltd | 41,347 | $1.75M | 0.10% | +2,594+6.7% | Added |
| Loveless Wealth Management LLC | 41,320 | $1.75M | 1.07% | +315+0.8% | Added |
| First National Bank & Trust Co of Newtown | 41,258 | $1.75M | 0.36% | −656−1.6% | Reduced |
| Proequities, Inc. | 41,097 | $1.75M | 0.11% | +2,267+5.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,002 | $1.74M | 0.21% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41,001 | $1.74M | 0.02% | −2,500−5.7% | Reduced |
| NVWM, LLC | 40,996 | $1.74M | 0.63% | +1,485+3.8% | Added |
| Circle Wealth Management, LLC | 40,948 | $1.74M | 0.25% | +60+0.1% | Added |
| DFPG Investments, LLC | 38,334 | $1.73M | 0.65% | +536+1.4% | Added |
| Mechanics Bank Trust Department | 40,666 | $1.73M | 0.28% | −850−2.0% | Reduced |
| E&G Advisors, LP | 40,635 | $1.73M | 0.47% | +40,635 | Added |
| HC Advisors, LLC | 40,634 | $1.73M | 1.13% | +203+0.5% | Added |
| First Midwest Bank Trust Division | 40,602 | $1.72M | 0.25% | −1,371−3.3% | Reduced |
| Connolly Sarah T. | 40,504 | $1.72M | 1.41% | +295+0.7% | Added |
| Claro Advisors LLC | 40,372 | $1.71M | 0.72% | −623−1.5% | Reduced |
| BTC Capital Management, Inc. | 40,391 | $1.71M | 0.19% | −71,020−63.7% | Reduced |
| Earnest Partners LLC | 40,207 | $1.71M | 0.01% | −4,180−9.4% | Reduced |
| Parkside Investments, LLC | 40,143 | $1.70M | 0.36% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 40,057 | $1.70M | 0.07% | −5,269−11.6% | Reduced |
| Pentwater Capital Management LP | 40,000 | $1.70M | 0.02% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.70M | 0.80% | 00.0% | Unchanged |
| Engine No. 1 LLC | 39,918 | $1.70M | 0.44% | +15,816+65.6% | Added |
| Mosaic Family Wealth, LLC | 39,515 | $1.68M | 0.46% | +31,622+400.6% | Added |
| Rehmann Capital Advisory Group | 39,338 | $1.67M | 0.16% | +6,159+18.6% | Added |
| Flagship Harbor Advisors, LLC | 40,447 | $1.67M | 0.18% | 00.0% | Unchanged |
| Thomas White International Ltd | 39,181 | $1.66M | 0.24% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 39,100 | $1.66M | 0.32% | +1,314+3.5% | Added |
| Kapitalo Investimentos Ltda | 39,100 | $1.66M | 0.90% | +39,100 | New |
| Cornerstone Advisory, LLC | 39,039 | $1.66M | 0.27% | −230−0.6% | Reduced |
| RB Capital Management, LLC | 39,039 | $1.66M | 0.62% | +14,396+58.4% | Added |
| Aspen Investment Management Inc | 38,732 | $1.64M | 0.87% | +1,459+3.9% | Added |
| Wealth Management Associates, Inc. | 38,717 | $1.64M | 0.96% | +48+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 38,709 | $1.64M | 0.29% | +404+1.1% | Added |
| Warther Private Wealth, LLC | 38,119 | $1.64M | 1.46% | +111+0.3% | Added |
| Two Sigma Investments, LP | 38,616 | $1.64M | 0.00% | −719,805−94.9% | Reduced |
| Falcon Wealth Planning | 38,601 | $1.64M | 0.62% | +167+0.4% | Added |
| Royal Harbor Partners, LLC | 38,570 | $1.64M | 1.16% | +359+0.9% | Added |
| Wambolt & Associates, LLC | 37,941 | $1.63M | 0.66% | −175−0.5% | Reduced |
| Octavia Wealth Advisors, LLC | 38,453 | $1.63M | 0.42% | +869+2.3% | Added |
| Marshall Financial Group LLC | 38,282 | $1.63M | 0.84% | −2,312−5.7% | Reduced |
| Schulhoff & Co Inc | 38,189 | $1.62M | 0.73% | +502+1.3% | Added |
| Garner Asset Management Corp | 38,032 | $1.61M | 0.76% | +551+1.5% | Added |
| Prana Capital Management, LP | 38,021 | $1.61M | 0.14% | +38,021 | New |
| Kdi Capital Partners LLC | 38,000 | $1.61M | 0.56% | +5,000+15.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 38,000 | $1.61M | 0.68% | +8,000+26.7% | Added |
| Kovack Advisors, Inc. | 37,836 | $1.61M | 0.17% | −3,930−9.4% | Reduced |
| Proficio Capital Partners LLC | 37,688 | $1.60M | 0.21% | +2,426+6.9% | Added |
| Sound View Wealth Advisors Group, LLC | 37,665 | $1.60M | 0.33% | +700+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 37,638 | $1.60M | 0.35% | +1,361+3.8% | Added |
| Aurora Private Wealth, Inc. | 37,562 | $1.59M | 0.65% | −28,160−42.8% | Reduced |
| Cypress Capital Group | 37,217 | $1.58M | 0.21% | −5,434−12.7% | Reduced |
| Burleson & Company, LLC | 37,207 | $1.58M | 0.24% | +62+0.2% | Added |
| Bar Harbor Trust Services | 37,148 | $1.58M | 0.49% | +2,421+7.0% | Added |