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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 24,102 | $1.02M | 0.21% | −326−1.3% | Reduced |
| Highland Private Wealth Management | 24,074 | $1.02M | 0.14% | +982+4.3% | Added |
| Windsor Group LTD | 23,684 | $1.02M | 0.21% | +85+0.4% | Added |
| Royal Fund Management, LLC | 24,033 | $1.02M | 0.16% | +1,429+6.3% | Added |
| West Family Investments, Inc. | 24,029 | $1.02M | 0.27% | +2,165+9.9% | Added |
| Wellington Shields Capital Management, LLC | 23,971 | $1.02M | 0.14% | −1,999−7.7% | Reduced |
| Wealth Advisors, Inc. | 23,460 | $1.02M | 0.40% | 00.0% | Unchanged |
| S&T Bank | 23,950 | $1.02M | 0.16% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 23,940 | $1.02M | 0.82% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 23,907 | $1.01M | 0.26% | +759+3.3% | Added |
| Founders Capital Management, LLC | 23,850 | $1.01M | 0.26% | −5,000−17.3% | Reduced |
| Cookson Peirce & Co Inc | 23,812 | $1.01M | 0.06% | +633+2.7% | Added |
| SlateStone Wealth, LLC | 23,753 | $1.01M | 0.23% | +53+0.2% | Added |
| MBL Wealth, LLC | 23,747 | $1.01M | 0.35% | +23,747 | New |
| Pictet Bank & Trust Ltd | 23,659 | $1.00M | 0.62% | −1,750−6.9% | Reduced |
| Ssi Investment Management LLC | 23,624 | $1.00M | 0.06% | +135+0.6% | Added |
| Ballast, Inc. | 23,672 | $1.00M | 0.42% | +2,312+10.8% | Added |
| Telemus Capital, LLC | 23,602 | $1.00M | 0.08% | +4,209+21.7% | Added |
| Financial Partners Capital Management LLC | 23,566 | $1.00M | 0.18% | −200−0.8% | Reduced |
| First National Bank Sioux Falls | 23,482 | $997.0K | 1.67% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 23,484 | $996.9K | 0.66% | +140+0.6% | Added |
| Cypress Asset Management Inc | 23,318 | $990.0K | 0.26% | +1,000+4.5% | Added |
| Mount Yale Investment Advisors, LLC | 23,271 | $988.0K | 0.11% | +1,337+6.1% | Added |
| Liberty Wealth Management LLC | 22,705 | $979.0K | 0.35% | +1,673+8.0% | Added |
| Financial Advisory Service, Inc. | 23,030 | $978.0K | 0.09% | +334+1.5% | Added |
| Foundations Investment Advisors, LLC | 22,097 | $977.0K | 0.04% | +2,309+11.7% | Added |
| Prestige Wealth Management Group LLC | 22,987 | $976.0K | 0.25% | −12,122−34.5% | Reduced |
| Legacy Financial Advisors, Inc. | 22,860 | $970.0K | 0.24% | +7,028+44.4% | Added |
| Navalign, LLC | 22,812 | $968.0K | 0.41% | −158−0.7% | Reduced |
| Monument Capital Management | 22,754 | $966.0K | 0.33% | +11,661+105.1% | Added |
| Dorchester Wealth Management Co | 22,588 | $959.0K | 0.24% | −1,200−5.0% | Reduced |
| Insight Advisors, LLC | 20,193 | $956.0K | 0.29% | −156−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 22,499 | $955.0K | 0.02% | +909+4.2% | Added |
| 180 Wealth Advisors, LLC | 20,565 | $954.0K | 0.21% | +50+0.2% | Added |
| Jackson Square Capital, LLC | 22,379 | $950.0K | 0.31% | −1,068−4.6% | Reduced |
| Waterfront Wealth Inc. | 22,389 | $950.0K | 0.46% | −1,009−4.3% | Reduced |
| Garrison Point Advisors, LLC | 22,355 | $949.0K | 0.69% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 22,343 | $948.0K | 0.14% | −3,047−12.0% | Reduced |
| LVW Advisors, LLC | 22,338 | $948.0K | 0.17% | +11,200+100.6% | Added |
| Wendell David Associates Inc | 22,318 | $947.0K | 0.11% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 22,171 | $941.0K | 0.25% | −221,242−90.9% | Reduced |
| David Loasby | 22,177 | $941.0K | 0.12% | −150−0.7% | Reduced |
| Freedman Financial Associates, Inc. | 22,148 | $940.0K | 0.69% | 00.0% | Unchanged |
| Accredited Investors Inc. | 22,102 | $938.0K | 0.10% | −241−1.1% | Reduced |
| PFG Advisors | 21,977 | $933.0K | 0.11% | −1,371−5.9% | Reduced |
| CKW Financial Group | 21,641 | $932.0K | 0.14% | 00.0% | Unchanged |
| Trust Co of Virginia | 21,958 | $932.0K | 0.10% | +534+2.5% | Added |
| Leavell Investment Management, Inc. | 21,951 | $932.0K | 0.07% | +2,202+11.1% | Added |
| Cahaba Wealth Management, Inc. | 21,913 | $930.0K | 0.14% | +21,913 | New |
| Covenant Asset Management, LLC | 21,775 | $924.0K | 0.28% | 00.0% | Unchanged |
| Ellevest, Inc. | 21,757 | $924.0K | 0.09% | +1,302+6.4% | Added |
| BOK Financial Private Wealth, Inc. | 21,767 | $924.0K | 0.07% | +4,119+23.3% | Added |
| McIlrath & Eck, LLC | 21,738 | $923.0K | 0.27% | −85−0.4% | Reduced |
| Beacon Financial Advisory LLC | 21,697 | $921.0K | 0.48% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 19,366 | $920.0K | 0.08% | +255+1.3% | Added |
| SPC Financial, Inc. | 21,613 | $917.0K | 0.11% | +1,420+7.0% | Added |
| Citizens National Bank Trust Department | 21,495 | $912.0K | 0.26% | −100−0.5% | Reduced |
| Addison Capital Co | 21,470 | $911.0K | 0.42% | −100−0.5% | Reduced |
| StoneX Group Inc. | 21,467 | $911.0K | 0.13% | +803+3.9% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $910.0K | 0.34% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 21,437 | $910.0K | 0.25% | +4,192+24.3% | Added |
| Shepherd Financial Partners LLC | 21,274 | $903.0K | 0.17% | +1,234+6.2% | Added |
| Curbstone Financial Management Corp | 21,228 | $901.0K | 0.17% | −300−1.4% | Reduced |
| AIMZ Investment Advisors, LLC | 21,164 | $898.0K | 0.41% | −100−0.5% | Reduced |
| Tarbox Family Office, Inc. | 21,134 | $897.0K | 0.16% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 21,114 | $896.0K | 0.19% | −4,301−16.9% | Reduced |
| ACG Wealth | 21,116 | $896.0K | 0.12% | −323−1.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,987 | $891.0K | 0.14% | +60.0% | Added |
| Capital Wealth Planning, LLC | 20,935 | $889.0K | 0.02% | −2,273−9.8% | Reduced |
| Stock Yards Bank & Trust Co | 20,907 | $887.0K | 0.06% | +578+2.8% | Added |
| Relative Value Partners Group, LLC | 20,829 | $884.0K | 0.07% | +20.0% | Added |
| Denali Advisors LLC | 20,800 | $883.0K | 0.37% | +7,800+60.0% | Added |
| DT Investment Partners, LLC | 20,774 | $882.0K | 0.12% | +20,774 | New |
| TLWM | 20,768 | $881.0K | 0.33% | +763+3.8% | Added |
| Axiom Investment Management LLC | 20,728 | $880.0K | 0.88% | +4,994+31.7% | Added |
| Allegheny Financial Group LTD | 20,714 | $879.0K | 0.40% | −88−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,689 | $878.0K | 0.29% | −100−0.5% | Reduced |
| Merit Financial Group, LLC | 20,659 | $877.0K | 0.09% | −380−1.8% | Reduced |
| Riversedge Advisors, LLC | 20,414 | $867.0K | 0.30% | +2,880+16.4% | Added |
| Lederer & Associates Investment Counsel | 20,383 | $865.0K | 0.56% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 19,345 | $865.0K | 0.06% | +1,181+6.5% | Added |
| Sargent Investment Group, LLC | 20,268 | $860.0K | 0.21% | +245+1.2% | Added |
| Intellectus Partners, LLC | 20,235 | $859.0K | 0.21% | +102+0.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 20,202 | $858.0K | 0.18% | +60+0.3% | Added |
| Close Asset Management Ltd | 20,200 | $857.0K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 20,107 | $854.0K | 0.94% | −40−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,095 | $853.0K | 0.28% | +395+2.0% | Added |
| Traynor Capital Management, Inc. | 20,080 | $852.0K | 0.12% | +3,479+21.0% | Added |
| Optas, LLC | 20,037 | $851.0K | 0.25% | +191+1.0% | Added |
| Sarasin & Partners LLP | 20,000 | $849.0K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,970 | $848.0K | 0.15% | +19,970 | New |
| Palumbo Wealth Management LLC | 19,965 | $847.0K | 0.56% | −183−0.9% | Reduced |
| Leisure Capital Management | 19,964 | $847.0K | 0.46% | +201+1.0% | Added |
| Platform Technology Partners | 19,811 | $841.0K | 0.38% | −35,893−64.4% | Reduced |
| Barber Financial Group, Inc. | 19,818 | $841.0K | 0.11% | −233−1.2% | Reduced |
| Accel Wealth Management | 19,807 | $841.0K | 0.54% | +324+1.7% | Added |
| Hudock, Inc. | 19,800 | $840.0K | 0.25% | +756+4.0% | Added |
| Pallas Capital Advisors LLC | 17,363 | $840.0K | 0.09% | −263−1.5% | Reduced |
| JNBA Financial Advisors | 19,756 | $839.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 19,722 | $837.0K | 0.18% | +7,856+66.2% | Added |