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 |
|---|---|---|---|---|---|
| US Asset Management LLC | 37,104 | $1.57M | 1.53% | +37,104 | New |
| Selective Wealth Management, Inc. | 36,918 | $1.57M | 0.83% | −24,058−39.5% | Reduced |
| CMG Global Holdings, LLC | 36,680 | $1.56M | 1.16% | −9,271−20.2% | Reduced |
| Tempus Wealth Planning, LLC | 36,540 | $1.55M | 0.88% | +938+2.6% | Added |
| X-Square Capital, LLC | 36,139 | $1.54M | 0.80% | +3,236+9.8% | Added |
| Bryn Mawr Trust Co | 36,314 | $1.54M | 0.06% | −9,242−20.3% | Reduced |
| Aspiriant, LLC | 36,275 | $1.54M | 0.09% | −85−0.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.54M | 0.47% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 36,143 | $1.53M | 0.19% | +1,886+5.5% | Added |
| Community Bank & Trust, Waco, Texas | 36,107 | $1.53M | 0.50% | −570−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,034 | $1.53M | 0.09% | −2,154−5.6% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.53M | 0.32% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 35,981 | $1.53M | 1.00% | +525+1.5% | Added |
| SignalPoint Asset Management, LLC | 35,906 | $1.52M | 0.49% | +61+0.2% | Added |
| Wittenberg Investment Management, Inc. | 35,863 | $1.52M | 0.58% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 35,807 | $1.52M | 0.51% | +421+1.2% | Added |
| Kingfisher Capital LLC | 35,814 | $1.52M | 0.39% | +849+2.4% | Added |
| Pinnacle Holdings, LLC | 35,748 | $1.52M | 0.67% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 35,613 | $1.51M | 1.15% | −3,499−8.9% | Reduced |
| Abacus Planning Group, Inc. | 35,596 | $1.51M | 0.48% | −436−1.2% | Reduced |
| Parisi Gray Wealth Management | 34,887 | $1.50M | 0.62% | −230−0.7% | Reduced |
| Lake Street Financial LLC | 35,218 | $1.50M | 0.37% | +713+2.1% | Added |
| Pegasus Partners Ltd. | 35,186 | $1.49M | 0.27% | −1,400−3.8% | Reduced |
| Biltmore Family Office, LLC | 35,156 | $1.49M | 0.36% | +6,342+22.0% | Added |
| Apriem Advisors | 35,041 | $1.49M | 0.21% | −148−0.4% | Reduced |
| Mathes Company, Inc. | 35,000 | $1.49M | 0.55% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 34,929 | $1.48M | 0.47% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 34,858 | $1.48M | 0.23% | +4,404+14.5% | Added |
| Americana Partners, LLC | 34,866 | $1.48M | 0.36% | +26,263+305.3% | Added |
| City Holding Co | 34,806 | $1.48M | 0.25% | −2,628−7.0% | Reduced |
| Samalin Investment Counsel, LLC | 34,708 | $1.47M | 0.96% | −494−1.4% | Reduced |
| Financial Architects, Inc | 34,041 | $1.45M | 0.21% | −3,534−9.4% | Reduced |
| Rational Advisors LLC | 33,994 | $1.44M | 0.11% | −21,394−38.6% | Reduced |
| M&R Capital Management Inc | 33,987 | $1.44M | 0.33% | +122+0.4% | Added |
| Citadel Investment Advisory, Inc. | 33,921 | $1.44M | 0.89% | 00.0% | Unchanged |
| Stonnington Group, LLC | 32,418 | $1.44M | 0.32% | −1,935−5.6% | Reduced |
| Inscription Capital, LLC | 33,734 | $1.43M | 0.45% | −83,227−71.2% | Reduced |
| Childress Capital Advisors, LLC | 33,454 | $1.43M | 0.58% | +12,170+57.2% | Added |
| Csenge Advisory Group | 33,186 | $1.43M | 0.12% | −11,600−25.9% | Reduced |
| Roosevelt Investment Group LLC | 33,670 | $1.43M | 0.09% | −90.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 33,656 | $1.43M | 0.17% | −987−2.8% | Reduced |
| Buckhead Capital Management LLC | 33,481 | $1.42M | 0.32% | 00.0% | Unchanged |
| Community Bank, N.A. | 33,455 | $1.42M | 0.17% | −1,695−4.8% | Reduced |
| IFG Advisory, LLC | 33,453 | $1.42M | 0.15% | −499−1.5% | Reduced |
| JB Capital LLC | 33,153 | $1.41M | 0.18% | +33,153 | New |
| Banyan Capital Management, Inc. | 32,913 | $1.40M | 0.89% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 36,809 | $1.40M | 0.25% | 00.0% | Unchanged |
| Eos Management, L.P. | 32,884 | $1.40M | 0.87% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 32,879 | $1.40M | 0.31% | +4,322+15.1% | Added |
| Washington Capital Management Inc | 32,790 | $1.39M | 1.23% | −3,375−9.3% | Reduced |
| Bank Hapoalim BM | 32,778 | $1.39M | 0.15% | −5,105−13.5% | Reduced |
| S.A. Mason LLC | 32,700 | $1.39M | 0.91% | +60.0% | Added |
| Accurate Wealth Management, LLC | 23,641 | $1.39M | 1.22% | +15,079+176.1% | Added |
| Curated Wealth Partners LLC | 32,562 | $1.38M | 0.77% | +297+0.9% | Added |
| Summit Financial, LLC | 32,498 | $1.38M | 0.12% | +32,498 | New |
| AIA Group Ltd | 32,414 | $1.38M | 0.08% | +10,151+45.6% | Added |
| Coldstream Capital Management Inc | 57,009 | $1.37M | 0.07% | −99,418−63.6% | Reduced |
| San Luis Wealth Advisors LLC | 32,277 | $1.37M | 0.76% | +32,277 | New |
| Coastal Bridge Advisors, LLC | 32,261 | $1.37M | 0.32% | +18+0.1% | Added |
| Cottage Street Advisors LLC | 32,190 | $1.37M | 0.92% | +92+0.3% | Added |
| CWA Asset Management Group, LLC | 32,086 | $1.36M | 0.11% | +955+3.1% | Added |
| Summit Trail Advisors, LLC | 31,958 | $1.36M | 0.10% | +3,420+12.0% | Added |
| Clearview Wealth Advisors LLC | 31,899 | $1.35M | 0.86% | +1,153+3.8% | Added |
| Physicians Financial Services, Inc. | 31,876 | $1.35M | 0.55% | −300−0.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 31,839 | $1.35M | 0.61% | +31,839 | New |
| Sovereign Financial Group, Inc. | 31,660 | $1.34M | 0.77% | −3,318−9.5% | Reduced |
| Dakota Wealth Management | 31,643 | $1.34M | 0.16% | +3,465+12.3% | Added |
| Cowa, LLC | 31,539 | $1.34M | 0.77% | +430+1.4% | Added |
| Stonebridge Capital Advisors LLC | 31,453 | $1.33M | 0.16% | +142+0.5% | Added |
| Granite Investment Partners, LLC | 31,448 | $1.33M | 0.04% | +300+1.0% | Added |
| Herold Advisors, Inc. | 31,241 | $1.33M | 0.52% | +31,241 | New |
| Financial Advocates Investment Management | 31,129 | $1.32M | 0.09% | −6,372−17.0% | Reduced |
| RSM US Wealth Management LLC | 31,141 | $1.32M | 0.07% | −1,530−4.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,126 | $1.32M | 0.03% | −2,100−6.3% | Reduced |
| Atlas Brown,Inc. | 31,052 | $1.32M | 0.57% | −1,433−4.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,029 | $1.32M | 0.05% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 30,960 | $1.31M | 0.52% | +1,206+4.1% | Added |
| MSD Partners, L.P. | 30,916 | $1.31M | 0.05% | −30,914−50.0% | Reduced |
| Optimal Asset Management, Inc. | 30,896 | $1.31M | 0.16% | +50+0.2% | Added |
| Vigilare Wealth Management | 30,909 | $1.31M | 0.81% | +3,370+12.2% | Added |
| Orion Capital Management LLC | 30,864 | $1.31M | 0.79% | 00.0% | Unchanged |
| Family Legacy, Inc. | 29,453 | $1.31M | 0.59% | +5,564+23.3% | Added |
| Krilogy Financial LLC | 30,746 | $1.30M | 0.13% | +77+0.3% | Added |
| Occudo Quantitative Strategies LP | 30,749 | $1.30M | 0.16% | +30,749 | New |
| Roman Butler Fullerton & Co | 28,141 | $1.30M | 0.61% | +93+0.3% | Added |
| Eastern Bank | 30,562 | $1.30M | 0.06% | −771−2.5% | Reduced |
| Zions Bancorporation, N.A. | 30,521 | $1.30M | 0.13% | +1,627+5.6% | Added |
| Strategic Investment Advisors | 30,447 | $1.29M | 0.28% | +1,066+3.6% | Added |
| FinTrust Capital Advisors, LLC | 30,420 | $1.29M | 0.34% | −5,609−15.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 30,361 | $1.29M | 0.19% | +226+0.7% | Added |
| Highlander Capital Management, LLC | 30,344 | $1.29M | 0.65% | 00.0% | Unchanged |
| Mark Stevens | 30,250 | $1.28M | 0.14% | +1,279+4.4% | Added |
| Sawgrass Asset Management LLC | 30,191 | $1.28M | 0.13% | −520−1.7% | Reduced |
| Peoples Bank | 30,167 | $1.28M | 0.68% | −618−2.0% | Reduced |
| Sargent Bickham Lagudis LLC | 30,103 | $1.28M | 0.10% | +1,760+6.2% | Added |
| United Services Automobile Association | 30,087 | $1.28M | 0.02% | −4,894−14.0% | Reduced |
| Kidder Stephen W | 30,065 | $1.28M | 0.40% | 00.0% | Unchanged |
| Anson Funds Management LP | 30,000 | $1.27M | 0.16% | −30,000−50.0% | Reduced |
| Viking Fund Management LLC | 30,000 | $1.27M | 0.37% | 00.0% | Unchanged |
| Wealth Architects, LLC | 30,019 | $1.27M | 0.25% | +1,260+4.4% | Added |