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, Q4 2021
Institutional positions in Bank of America Corp as of Dec 31, 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
- 2,791
- +336 vs. Q3 2021
- Shares held
- 5.73B
- −112.9M (−1.9%) vs. Q3 2021
- Total value
- $254.9B
- +$6.88B (+2.8%) vs. Q3 2021
- New holders
- 415
- 1,074 more added
- Sold out
- 79
- 968 more reduced
45 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barometer Capital Management Inc. | 14,926 | $664.1K | 0.11% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 14,959 | $666.0K | 0.34% | −613−3.9% | Reduced |
| Cornercap Investment Counsel Inc | 14,987 | $667.0K | 0.10% | 00.0% | Unchanged |
| Chelsea Counsel Co | 15,015 | $668.0K | 0.29% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 14,396 | $668.0K | 0.25% | +537+3.9% | Added |
| Grant/GrossMendelsohn, LLC | 13,641 | $671.0K | 0.53% | +30.0% | Added |
| Benson Investment Management Company, Inc. | 15,076 | $671.0K | 0.33% | 00.0% | Unchanged |
| Kalos Management, Inc. | 14,319 | $671.0K | 0.18% | +1,182+9.0% | Added |
| Abacus Wealth Partners, LLC | 15,112 | $672.3K | 0.24% | −130−0.9% | Reduced |
| Oxbow Advisors, LLC | 15,118 | $673.0K | 0.06% | −1,775−10.5% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 15,138 | $673.0K | 0.12% | +1,430+10.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,153 | $674.0K | 0.43% | −785−4.9% | Reduced |
| Cidel Asset Management Inc | 15,156 | $674.0K | 0.03% | +62+0.4% | Added |
| One Wealth Advisors, LLC | 15,180 | $675.0K | 0.17% | −1,956−11.4% | Reduced |
| NewEdge Wealth, LLC | 15,179 | $675.0K | 0.03% | −8−0.1% | Reduced |
| Segment Wealth Management, LLC | 15,162 | $675.0K | 0.07% | +5,103+50.7% | Added |
| Close Asset Management Ltd | 15,200 | $676.0K | 0.02% | −5,000−24.8% | Reduced |
| Old Mission Investment Co LLC | 15,199 | $676.2K | 0.25% | −49−0.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,220 | $677.0K | 0.09% | −300−1.9% | Reduced |
| Spinnaker Trust | 15,214 | $677.0K | 0.04% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 15,267 | $679.0K | 0.46% | +15,267 | New |
| Summit Financial Wealth Advisors, LLC | 14,165 | $680.0K | 0.13% | −500−3.4% | Reduced |
| Wealthsimple Inc. | 15,289 | $680.0K | 0.02% | +15,289 | New |
| Sky Investment Group LLC | 15,344 | $683.0K | 0.14% | −908−5.6% | Reduced |
| DF Dent & Co Inc | 15,360 | $683.0K | 0.01% | +1,656+12.1% | Added |
| Brewin Dolphin Ltd | 15,365 | $684.0K | 0.03% | −50,296−76.6% | Reduced |
| Wakefield Asset Management LLLP | 15,381 | $684.0K | 0.24% | +583+3.9% | Added |
| Interchange Capital Partners, LLC | 15,374 | $684.0K | 0.69% | +3,247+26.8% | Added |
| First Business Financial Services, Inc. | 15,403 | $685.0K | 0.07% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 15,420 | $686.0K | 0.14% | −2,841−15.6% | Reduced |
| Venturi Wealth Management, LLC | 15,427 | $686.0K | 0.05% | −12−0.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,434 | $687.0K | 0.10% | −550−3.4% | Reduced |
| Vance Wealth, Inc. | 15,442 | $687.0K | 0.67% | +15,442 | New |
| Meridian Financial, LLC | 8,182 | $687.8K | 0.64% | +8,182 | New |
| Copperwynd Financial, LLC | 15,473 | $688.0K | 0.26% | +261+1.7% | Added |
| Alethea Capital Management, LLC | 15,500 | $690.0K | 0.60% | −512−3.2% | Reduced |
| Bennett Selby Investments LP | 15,514 | $690.0K | 0.40% | +212+1.4% | Added |
| Delta Asset Management LLC | 15,557 | $692.0K | 0.06% | −100−0.6% | Reduced |
| Bedel Financial Consulting, Inc. | 15,546 | $692.0K | 0.22% | +998+6.9% | Added |
| Fort Point Capital Partners LLC | 15,582 | $693.0K | 0.10% | +5,442+53.7% | Added |
| Sawyer & Company, Inc | 15,622 | $695.0K | 0.30% | +522+3.5% | Added |
| Black Swift Group, LLC | 15,613 | $695.0K | 0.28% | +15,613 | New |
| CoreCap Advisors, LLC | 15,630 | $695.0K | 0.05% | +15,630 | New |
| Asset Management Corp | 15,635 | $696.0K | 0.40% | −2,280−12.7% | Reduced |
| Harvey Investment Co LLC | 15,686 | $698.0K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 15,586 | $700.0K | 0.09% | −1,777−10.2% | Reduced |
| Ascent Wealth Partners, LLC | 15,767 | $701.0K | 0.12% | −368−2.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 15,785 | $702.0K | 0.56% | +15,785 | New |
| Peoples Financial Services Corp. | 15,800 | $703.0K | 0.27% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 15,800 | $703.0K | 0.09% | +2,581+19.5% | Added |
| Zullo Investment Group, Inc. | 15,791 | $703.0K | 0.36% | +15,791 | New |
| E Fund Management Co., Ltd. | 15,918 | $708.0K | 0.03% | −359−2.2% | Reduced |
| Kavar Capital Partners Group, LLC | 15,904 | $708.0K | 0.15% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 15,939 | $709.0K | 1.17% | −29,496−64.9% | Reduced |
| Nations Financial Group Inc, | 15,945 | $709.0K | 0.09% | −408−2.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 15,925 | $709.0K | 0.16% | +1,137+7.7% | Added |
| Oak Harbor Wealth Partners, LLC | 15,960 | $710.0K | 0.24% | +15,960 | New |
| Shoker Investment Counsel, Inc. | 15,995 | $711.0K | 0.33% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15,997 | $712.0K | 0.17% | −54−0.3% | Reduced |
| Waddell & Associates, LLC | 15,998 | $712.0K | 0.11% | +713+4.7% | Added |
| Fusion Capital, LLC | 16,000 | $712.0K | 0.36% | +3,259+25.6% | Added |
| Charter Oak Capital Management, LLC | 16,063 | $715.0K | 0.08% | −674−4.0% | Reduced |
| Ledyard National Bank | 16,058 | $715.0K | 0.07% | +295+1.9% | Added |
| Fairfield, Bush & Co. | 16,104 | $716.0K | 0.34% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 16,109 | $717.0K | 0.45% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 16,172 | $719.0K | 0.80% | +16,172 | New |
| Miracle Mile Advisors, LLC | 16,223 | $722.0K | 0.03% | +2,719+20.1% | Added |
| Brightworth | 16,231 | $722.0K | 0.07% | +4,325+36.3% | Added |
| Spreng Capital Management, Inc. | 16,255 | $723.0K | 0.42% | −1,086−6.3% | Reduced |
| Financial Management Network Inc | 15,060 | $723.0K | 0.33% | +564+3.9% | Added |
| GYL Financial Synergies, LLC | 16,288 | $725.0K | 0.20% | +3,327+25.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 16,326 | $726.0K | 0.40% | −148−0.9% | Reduced |
| HighTower Trust Services, LTA | 16,438 | $731.0K | 0.07% | +25+0.2% | Added |
| Perennial Investment Advisors, LLC | 16,473 | $731.0K | 0.23% | +1,261+8.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,444 | $732.0K | 0.21% | −4,245−20.5% | Reduced |
| Iowa State Bank | 16,461 | $732.0K | 0.17% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 16,458 | $732.0K | 0.00% | +757+4.8% | Added |
| Ascent Group, LLC | 16,294 | $732.0K | 0.09% | +16,294 | New |
| Hall Capital Management Co Inc | 16,475 | $733.0K | 0.41% | −1,822−10.0% | Reduced |
| First Citizens Financial Corp | 16,471 | $733.0K | 0.54% | −616−3.6% | Reduced |
| Menard Financial Group LLC | 16,573 | $737.0K | 0.60% | −1,921−10.4% | Reduced |
| Albert D Mason Inc | 16,605 | $739.0K | 0.44% | +720+4.5% | Added |
| Encompass Wealth Advisors, LLC | 16,636 | $740.0K | 0.18% | −48−0.3% | Reduced |
| Baystate Wealth Management LLC | 16,639 | $740.0K | 0.07% | +144+0.9% | Added |
| Cladis Investment Advisory, LLC | 16,654 | $740.9K | 0.59% | +16,654 | New |
| Kanawha Capital Management LLC | 16,677 | $742.0K | 0.06% | −109−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 12,565 | $742.0K | 0.17% | +3,658+41.1% | Added |
| WESPAC Advisors SoCal, LLC | 15,834 | $743.0K | 0.23% | +1,484+10.3% | Added |
| Landmark Financial Advisors, LLC | 16,689 | $743.0K | 0.33% | +1,394+9.1% | Added |
| Abound Wealth Management | 16,743 | $744.9K | 0.59% | +16,743 | New |
| BigSur Wealth Management LLC | 16,750 | $745.0K | 0.29% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 16,760 | $746.0K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 16,806 | $748.0K | 0.06% | +349+2.1% | Added |
| CenterStar Asset Management, LLC | – | $750.0K | 0.57% | – | New |
| Headinvest, LLC | 16,961 | $755.0K | 0.13% | 00.0% | Unchanged |
| Capital Square, LLC | 16,081 | $758.0K | 0.52% | +70+0.4% | Added |
| Toth Financial Advisory Corp | 17,071 | $759.0K | 0.10% | +1,165+7.3% | Added |
| Navellier & Associates Inc | 17,100 | $761.0K | 0.11% | −800−4.5% | Reduced |
| Telemetry Investments, L.L.C. | 17,100 | $761.0K | 1.00% | +100+0.6% | Added |
| Optimum Investment Advisors | 17,133 | $762.0K | 0.30% | 00.0% | Unchanged |