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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC | 151,732 | $6.44M | 0.02% | −3,590−2.3% | Reduced |
| Eudaimonia Partners, LLC | 150,632 | $6.39M | 1.15% | +27,758+22.6% | Added |
| DCF Advisers, LLC | 150,000 | $6.37M | 3.46% | 00.0% | Unchanged |
| Financial Counselors Inc | 149,437 | $6.34M | 0.14% | +10,269+7.4% | Added |
| Arrow Financial Corp | 149,303 | $6.34M | 0.82% | −190−0.1% | Reduced |
| Ategra Capital Management, LLC | 148,399 | $6.30M | 3.17% | −73,382−33.1% | Reduced |
| Providence Capital Advisors, LLC | 148,160 | $6.29M | 1.96% | +6,832+4.8% | Added |
| First Hawaiian Bank | 147,612 | $6.27M | 0.26% | −938−0.6% | Reduced |
| SevenBridge Financial Group, LLC | 146,952 | $6.24M | 2.08% | +1,396+1.0% | Added |
| Shelton Capital Management | 146,853 | $6.23M | 0.24% | −1,212−0.8% | Reduced |
| Brinker Capital Investments, LLC | 149,980 | $6.22M | 0.10% | +105+0.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 146,014 | $6.20M | 0.46% | −5,422−3.6% | Reduced |
| Equitable Trust Co | 145,953 | $6.20M | 0.40% | −22,299−13.3% | Reduced |
| Baugh & Associates, LLC | 145,960 | $6.20M | 3.79% | −107−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 145,825 | $6.19M | 1.03% | −855−0.6% | Reduced |
| Lincluden Management Ltd | 145,548 | $6.18M | 0.62% | −7,658−5.0% | Reduced |
| EP Wealth Advisors, LLC | 144,937 | $6.15M | 0.17% | −29,102−16.7% | Reduced |
| Patten & Patten Inc | 144,869 | $6.15M | 0.47% | +2,969+2.1% | Added |
| Hedeker Wealth, LLC | 144,396 | $6.13M | 1.89% | +4,871+3.5% | Added |
| Wealthspire Advisors, LLC | 144,350 | $6.13M | 0.13% | +71,437+98.0% | Added |
| Citizens Business Bank | 143,942 | $6.11M | 0.81% | −2,999−2.0% | Reduced |
| Allstate Corp | 143,292 | $6.08M | 0.25% | −14,620−9.3% | Reduced |
| Fiduciary Group LLC | 126,585 | $6.07M | 0.69% | +1,406+1.1% | Added |
| Greenleaf Trust | 142,934 | $6.07M | 0.07% | +5,067+3.7% | Added |
| tru Independence LLC | 142,501 | $6.05M | 1.69% | −881−0.6% | Reduced |
| Private Trust Co NA | 141,967 | $6.03M | 0.88% | −8,397−5.6% | Reduced |
| Nixon Peabody Trust Co | 141,738 | $6.02M | 2.17% | +17,029+13.7% | Added |
| River Wealth Advisors LLC | 141,509 | $6.01M | 1.03% | +3,691+2.7% | Added |
| MainStreet Investment Advisors LLC | 140,893 | $5.98M | 0.58% | −14,420−9.3% | Reduced |
| Unison Asset Management LLC | 140,590 | $5.97M | 5.31% | −316−0.2% | Reduced |
| Gendell Jeffrey L | 140,000 | $5.94M | 0.51% | −142,500−50.4% | Reduced |
| United Fire Group Inc | 140,000 | $5.94M | 2.97% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 139,812 | $5.94M | 0.06% | +6,372+4.8% | Added |
| Courier Capital LLC | 138,576 | $5.88M | 0.56% | −1,350−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 138,493 | $5.88M | 0.86% | +5,983+4.5% | Added |
| Prospera Financial Services Inc | 138,456 | $5.88M | 0.29% | −12,781−8.5% | Reduced |
| Focus Financial Network, Inc. | 138,000 | $5.86M | 0.78% | −575−0.4% | Reduced |
| GM Advisory Group, Inc. | 137,861 | $5.85M | 0.59% | +5,500+4.2% | Added |
| Fma Advisory Inc | 136,770 | $5.81M | 2.16% | −338−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 136,765 | $5.81M | 0.34% | +9,056+7.1% | Added |
| Focused Wealth Management, Inc | 136,737 | $5.80M | 0.95% | −2,145−1.5% | Reduced |
| Ethic Inc. | 136,529 | $5.80M | 0.59% | +14,090+11.5% | Added |
| Kessler Investment Group, LLC | 135,962 | $5.77M | 4.10% | +23,025+20.4% | Added |
| Wright Investors Service Inc | 135,709 | $5.76M | 1.64% | +15,472+12.9% | Added |
| Manatuck Hill Partners, LLC | 135,637 | $5.76M | 2.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 134,390 | $5.71M | 1.27% | +7,140+5.6% | Added |
| Whittier Trust Co | 134,199 | $5.70M | 0.10% | −22,756−14.5% | Reduced |
| L & S Advisors Inc | 133,973 | $5.69M | 0.61% | +39,489+41.8% | Added |
| Davis-Rea Ltd. | 133,263 | $5.66M | 2.77% | −101−0.1% | Reduced |
| Edge Capital Group, LLC | 132,435 | $5.62M | 0.45% | −32,343−19.6% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 132,125 | $5.61M | 0.05% | 00.0% | Unchanged |
| Stolper Co | 132,063 | $5.61M | 2.68% | −2,113−1.6% | Reduced |
| McGinn Investment Management, Inc. | 131,950 | $5.60M | 4.03% | −70−0.1% | Reduced |
| FDx Advisors, Inc. | 131,517 | $5.58M | 0.18% | +9,505+7.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 131,172 | $5.57M | 0.54% | +285+0.2% | Added |
| Argyle Capital Management Inc. | 130,951 | $5.56M | 1.84% | −700−0.5% | Reduced |
| IndexIQ Advisors LLC | 130,764 | $5.55M | 0.19% | +5,454+4.4% | Added |
| Roundview Capital LLC | 130,010 | $5.52M | 0.61% | +1,321+1.0% | Added |
| Lincoln National Corp | 129,836 | $5.51M | 0.12% | +200.0% | Added |
| Knightsbridge Asset Management, LLC | 129,703 | $5.51M | 1.94% | +799+0.6% | Added |
| Murphy Capital Management Inc | 128,929 | $5.47M | 0.64% | −1,371−1.1% | Reduced |
| Hoey Investments, Inc | 128,822 | $5.47M | 1.69% | −10,235−7.4% | Reduced |
| Ieq Capital, LLC | 128,577 | $5.46M | 0.14% | +20,130+18.6% | Added |
| Harbor Island Capital LLC | 128,484 | $5.45M | 2.87% | +100+0.1% | Added |
| Asio Capital, LLC | 127,956 | $5.43M | 1.87% | +3,728+3.0% | Added |
| Signet Financial Management, LLC | 127,798 | $5.42M | 0.94% | +127,798 | New |
| DCM Advisors, LLC | 127,456 | $5.41M | 2.08% | +92,425+263.8% | Added |
| Silvant Capital Management LLC | 127,278 | $5.40M | 0.96% | −11,209−8.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 127,215 | $5.40M | 0.38% | −6,278−4.7% | Reduced |
| Lynch & Associates | 127,003 | $5.39M | 1.40% | +456+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 126,985 | $5.39M | 0.71% | +10,731+9.2% | Added |
| Transcend Wealth Collective, LLC | 112,035 | $5.37M | 0.48% | −1,215−1.1% | Reduced |
| Horizon Investments, LLC | 126,421 | $5.37M | 0.17% | +84,935+204.7% | Added |
| Atlantic Union Bankshares Corp | 126,252 | $5.36M | 0.50% | −1,419−1.1% | Reduced |
| Credit Capital Investments LLC | 126,000 | $5.35M | 5.80% | −10,000−7.4% | Reduced |
| Reliant Investment Management, LLC | 126,004 | $5.35M | 2.66% | −1,675−1.3% | Reduced |
| London & Capital Asset Management Ltd | 125,858 | $5.34M | 0.39% | −113−0.1% | Reduced |
| Ami Investment Management Inc | 125,522 | $5.33M | 2.28% | −11,923−8.7% | Reduced |
| Essex Financial Services, Inc. | 125,407 | $5.32M | 0.61% | +7,267+6.2% | Added |
| IFP Advisors, Inc | 125,716 | $5.32M | 0.11% | +34,647+38.0% | Added |
| Bessemer Securities LLC | 125,090 | $5.31M | 1.81% | +27,620+28.3% | Added |
| GoodHaven Capital Management, LLC | 124,598 | $5.29M | 3.44% | +130+0.1% | Added |
| S&CO Inc | 124,491 | $5.28M | 0.41% | 00.0% | Unchanged |
| Diversified Trust Co | 123,753 | $5.25M | 0.19% | −11,350−8.4% | Reduced |
| Formidable Asset Management, LLC | 123,264 | $5.23M | 0.98% | +111,530+950.5% | Added |
| Mengis Capital Management, Inc. | 122,357 | $5.19M | 1.09% | +210+0.2% | Added |
| Asset Management Advisors, LLC | 122,185 | $5.19M | 3.92% | −2,795−2.2% | Reduced |
| JustInvest LLC | 121,979 | $5.18M | 0.47% | +15,467+14.5% | Added |
| Bank Ozk | 121,756 | $5.17M | 2.34% | +235+0.2% | Added |
| Abbot Financial Management, Inc. | 121,682 | $5.17M | 2.35% | −1,021−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120,784 | $5.13M | 0.42% | +2,372+2.0% | Added |
| Tectonic Advisors LLC | 120,524 | $5.12M | 1.00% | +669+0.6% | Added |
| Cutler Group LP | 120,363 | $5.11M | 0.39% | +40,292+50.3% | Added |
| Mandatum Life Insurance Co Ltd | 120,285 | $5.11M | 0.95% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 120,000 | $5.09M | 0.65% | +120,000 | New |
| Global Wealth Management Investment Advisory, Inc. | 119,921 | $5.09M | 1.61% | +4,562+4.0% | Added |
| Cunning Capital Partners, LP | 119,760 | $5.08M | 2.68% | 00.0% | Unchanged |
| Marco Investment Management LLC | 119,195 | $5.06M | 0.56% | −2,031−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 118,982 | $5.05M | 0.19% | −75,184−38.7% | Reduced |
| Lyell Wealth Management, LP | 118,919 | $5.05M | 0.61% | −1,000−0.8% | Reduced |