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 |
|---|---|---|---|---|---|
| Capital International Sarl | 29,942 | $1.27M | 0.11% | −2,035−6.4% | Reduced |
| Van Cleef Asset Management,Inc | 29,884 | $1.27M | 0.19% | −1,120−3.6% | Reduced |
| Balentine LLC | 29,884 | $1.27M | 0.05% | +15,759+111.6% | Added |
| Founders Financial Alliance, LLC | 29,862 | $1.27M | 0.59% | −130−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 29,860 | $1.27M | 0.06% | +380+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,656 | $1.26M | 0.22% | +1,178+4.1% | Added |
| Spirit of America Management Corp | 29,600 | $1.26M | 0.27% | 00.0% | Unchanged |
| CPWM, LLC | 29,574 | $1.25M | 0.12% | −954−3.1% | Reduced |
| Smith, Salley & Associates | 29,514 | $1.25M | 0.10% | −2,057−6.5% | Reduced |
| Bragg Financial Advisors, Inc | 29,443 | $1.25M | 0.08% | −1,132−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 29,443 | $1.25M | 0.20% | −418−1.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 29,438 | $1.25M | 0.55% | −3,477−10.6% | Reduced |
| Oder Investment Management, LLC | 29,384 | $1.25M | 1.83% | −503−1.7% | Reduced |
| Monterey Private Wealth, Inc. | 28,168 | $1.25M | 0.70% | +21+0.1% | Added |
| OPSEU Pension Plan Trust Fund | 28,902 | $1.24M | 0.31% | +39+0.1% | Added |
| Mission Wealth Management, LP | 29,201 | $1.24M | 0.06% | −1,436−4.7% | Reduced |
| Canvas Wealth Advisors, LLC | 29,211 | $1.24M | 0.51% | −790−2.6% | Reduced |
| AlphaStar Capital Management, LLC | 26,478 | $1.24M | 0.08% | +26,478 | New |
| Clear Harbor Asset Management, LLC | 29,131 | $1.24M | 0.15% | −2,625−8.3% | Reduced |
| American Research & Management Co. | 29,034 | $1.23M | 0.28% | −250−0.9% | Reduced |
| Wrapmanager Inc | 28,993 | $1.23M | 0.32% | +413+1.4% | Added |
| First National Bank of Omaha | 28,617 | $1.22M | 0.06% | −2,235−7.2% | Reduced |
| BBR Partners, LLC | 28,569 | $1.21M | 0.10% | −1,922−6.3% | Reduced |
| Aaron Wealth Advisors | 28,578 | $1.21M | 0.34% | +1,029+3.7% | Added |
| Geneva Partners, LLC | 28,525 | $1.21M | 0.60% | −54,240−65.5% | Reduced |
| Altfest L J & Co Inc | 28,529 | $1.21M | 0.25% | −725−2.5% | Reduced |
| Founders Financial Securities LLC | 28,456 | $1.21M | 0.24% | +988+3.6% | Added |
| Greenwich Wealth Management LLC | 28,402 | $1.21M | 0.10% | +138+0.5% | Added |
| NBT Bank N A | 28,411 | $1.21M | 0.17% | +498+1.8% | Added |
| Weik Capital Management | 28,320 | $1.20M | 0.50% | +820+3.0% | Added |
| Mattern Wealth Management LLC | 28,194 | $1.20M | 0.40% | +100+0.4% | Added |
| Private Capital Group, LLC | 28,123 | $1.20M | 0.27% | −880−3.0% | Reduced |
| Rosenbaum Jay D. | 28,105 | $1.19M | 1.98% | +465+1.7% | Added |
| LBMC Investment Advisors, LLC | 26,725 | $1.18M | 0.11% | 00.0% | Unchanged |
| Annandale Capital, LLC | 27,853 | $1.18M | 0.71% | +10.0% | Added |
| Oakworth Capital, Inc. | 27,783 | $1.18M | 0.11% | +150+0.5% | Added |
| Sequoia Financial Advisors, LLC | 27,397 | $1.16M | 0.12% | −23,326−46.0% | Reduced |
| TCW Group Inc | 27,386 | $1.16M | 0.01% | −970−3.4% | Reduced |
| KLCM Advisors, Inc. | 27,364 | $1.16M | 0.25% | −7,679−21.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,251 | $1.16M | 0.26% | +4,463+19.6% | Added |
| TCI Wealth Advisors, Inc. | 27,238 | $1.16M | 0.18% | +1,247+4.8% | Added |
| Vista Wealth Management Group, LLC | 27,189 | $1.15M | 0.21% | −476−1.7% | Reduced |
| Gradient Capital Advisors, LLC | 27,072 | $1.15M | 0.53% | +845+3.2% | Added |
| Fort Sheridan Advisors LLC | 27,070 | $1.15M | 0.38% | +2,141+8.6% | Added |
| Enterprise Financial Services Corp | 27,017 | $1.15M | 0.15% | +10,885+67.5% | Added |
| Red Cedar Capital, LLC | 26,947 | $1.14M | 0.70% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 26,855 | $1.14M | 0.54% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 26,771 | $1.14M | 0.28% | +508+1.9% | Added |
| Keystone Financial Group | 26,745 | $1.14M | 0.21% | +69+0.3% | Added |
| Quadrant Private Wealth Management, LLC | 26,626 | $1.13M | 0.47% | +596+2.3% | Added |
| Cutter & CO Brokerage, Inc. | 26,541 | $1.13M | 0.27% | +577+2.2% | Added |
| Allen Capital Group, LLC | 26,442 | $1.12M | 0.23% | +115+0.4% | Added |
| Parsec Financial Management, Inc. | 23,936 | $1.12M | 0.05% | +1,073+4.7% | Added |
| First Command Bank | 26,377 | $1.12M | 0.19% | +147+0.6% | Added |
| First Command Financial Services, Inc. | 26,377 | $1.12M | 0.19% | +147+0.6% | Added |
| Good Life Advisors, LLC | 26,271 | $1.11M | 0.15% | +3,239+14.1% | Added |
| Bank of Hawaii | 26,266 | $1.11M | 0.06% | +4,669+21.6% | Added |
| Capital Asset Advisory Services LLC | 26,222 | $1.11M | 0.12% | +331+1.3% | Added |
| Independent Investors Inc | 26,140 | $1.11M | 0.28% | +1,000+4.0% | Added |
| RMB Capital Management, LLC | 26,066 | $1.11M | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 26,039 | $1.10M | 0.41% | +31+0.1% | Added |
| Golden Green, Inc. | 25,953 | $1.10M | 0.86% | +13,642+110.8% | Added |
| Worth Venture Partners, LLC | 25,842 | $1.10M | 0.50% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 25,762 | $1.09M | 0.24% | +22+0.1% | Added |
| Vectors Research Management, LLC | 25,728 | $1.09M | 0.26% | −750−2.8% | Reduced |
| HNP Capital LLC | 25,728 | $1.09M | 0.27% | −750−2.8% | Reduced |
| Winthrop Advisory Group LLC | 25,712 | $1.09M | 0.24% | +429+1.7% | Added |
| Cape Ann Savings Bank | 25,649 | $1.09M | 0.70% | +640+2.6% | Added |
| Green Harvest Asset Management LLC | 25,596 | $1.09M | 0.17% | +1,062+4.3% | Added |
| Patron Partners Advisors, LLC | 25,596 | $1.09M | 0.80% | −1,225−4.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,563 | $1.08M | 0.08% | −300−1.2% | Reduced |
| Aspire Private Capital, LLC | 25,563 | $1.08M | 0.36% | +725+2.9% | Added |
| Stony Point Wealth Management Inc. | 25,535 | $1.08M | 0.65% | −810−3.1% | Reduced |
| Rossmore Private Capital | 25,511 | $1.08M | 0.19% | −25−0.1% | Reduced |
| GFG Capital, LLC | 25,489 | $1.08M | 0.34% | −368−1.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 25,459 | $1.08M | 0.25% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25,413 | $1.08M | 0.04% | −272−1.1% | Reduced |
| Bridgewater Advisors Inc. | 25,361 | $1.08M | 0.30% | +405+1.6% | Added |
| Hobart Private Capital, LLC | 25,365 | $1.08M | 0.42% | −453−1.8% | Reduced |
| Covenant Multifamily Offices, LLC | 24,340 | $1.08M | 0.19% | −2,759−10.2% | Reduced |
| Cornerstone Wealth Management, LLC | 25,355 | $1.08M | 0.11% | −884−3.4% | Reduced |
| Perpetual Investment Management Ltd | 25,300 | $1.07M | 0.14% | 00.0% | Unchanged |
| Sippican Capital Advisors | 25,208 | $1.07M | 0.93% | −187−0.7% | Reduced |
| First Foundation Advisors | 25,157 | $1.07M | 0.04% | −11,896−32.1% | Reduced |
| BerganKDV Wealth Management, LLC | 25,170 | $1.07M | 0.12% | −1,037−4.0% | Reduced |
| Old Port Advisors | 24,055 | $1.06M | 0.39% | +82+0.3% | Added |
| Wealth Alliance | 24,997 | $1.06M | 0.24% | −3,369−11.9% | Reduced |
| PCJ Investment Counsel Ltd. | 25,000 | $1.06M | 0.38% | +25,000 | New |
| Cim Investment Mangement Inc | 24,901 | $1.06M | 0.33% | −846−3.3% | Reduced |
| FourThought Financial, LLC | 24,847 | $1.05M | 0.14% | −200−0.8% | Reduced |
| Proffitt & Goodson Inc | 24,825 | $1.05M | 0.19% | −130−0.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 24,802 | $1.05M | 0.61% | +216+0.9% | Added |
| Minot Wealth Management LLC | 24,644 | $1.05M | 0.23% | −152−0.6% | Reduced |
| Boston Common Asset Management, LLC | 24,617 | $1.04M | 0.05% | −286−1.1% | Reduced |
| Fortem Financial Group, LLC | 24,506 | $1.04M | 0.53% | +9,906+67.8% | Added |
| MCF Advisors LLC | 24,458 | $1.04M | 0.11% | +1,087+4.7% | Added |
| LexAurum Advisors, LLC | 24,290 | $1.03M | 0.30% | −444−1.8% | Reduced |
| Advisory Alpha, LLC | 24,262 | $1.03M | 0.07% | +967+4.2% | Added |
| Beacon Investment Advisory Services, Inc. | 24,241 | $1.03M | 0.04% | −560−2.3% | Reduced |
| Gamble Jones Investment Counsel | 24,238 | $1.03M | 0.07% | 00.0% | Unchanged |