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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 17,142 | $763.0K | 0.46% | +11+0.1% | Added |
| Adirondack Trust Co | 17,206 | $765.0K | 0.36% | +90+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 17,234 | $767.0K | 0.36% | +1,345+8.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,282 | $769.0K | 0.19% | −500−2.8% | Reduced |
| Magnus Financial Group LLC | 17,297 | $770.0K | 0.15% | +225+1.3% | Added |
| Howland Capital Management LLC | 17,297 | $770.0K | 0.04% | +372+2.2% | Added |
| Geller Advisors LLC | 17,323 | $771.0K | 0.15% | −242−1.4% | Reduced |
| MSH Capital Advisors LLC | 17,350 | $771.9K | 0.35% | +17,350 | New |
| WealthShield Partners, LLC | 17,382 | $773.0K | 0.13% | +3,900+28.9% | Added |
| Marshall Wace, LLP | 17,411 | $775.0K | 0.00% | −603,685−97.2% | Reduced |
| Humankind Investments LLC | 17,410 | $775.0K | 0.31% | −122−0.7% | Reduced |
| Keel Point, LLC | 17,437 | $776.0K | 0.11% | +1,515+9.5% | Added |
| Forte Capital LLC | 17,474 | $777.0K | 0.10% | −355−2.0% | Reduced |
| Banyan Capital Management, Inc. | 17,554 | $781.0K | 0.45% | −15,359−46.7% | Reduced |
| Stelac Advisory Services LLC | 17,567 | $782.0K | 0.21% | −4,604−20.8% | Reduced |
| Prelude Capital Management, LLC | 17,586 | $782.0K | 0.04% | +17,586 | New |
| Triumph Capital Management | 17,593 | $783.0K | 0.34% | +7,600+76.1% | Added |
| Wealthstar Advisors, LLC | 17,669 | $785.0K | 0.27% | +33+0.2% | Added |
| WealthTrust Axiom LLC | 17,691 | $787.0K | 0.25% | −450−2.5% | Reduced |
| Westhampton Capital, LLC | 17,754 | $790.0K | 0.48% | 00.0% | Unchanged |
| Essex Savings Bank | 17,791 | $791.0K | 0.27% | −1,927−9.8% | Reduced |
| Clear Investment Research, LLC | 17,777 | $791.0K | 1.21% | −219−1.2% | Reduced |
| Day & Ennis, LLC | 17,814 | $793.0K | 0.26% | +315+1.8% | Added |
| Legacy Wealth Planning, LLC | 17,823 | $793.0K | 0.90% | +624+3.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 17,848 | $794.0K | 0.27% | +500+2.9% | Added |
| AXS Investments LLC | 17,874 | $795.0K | 0.19% | +11,264+170.4% | Added |
| Congress Park Capital LLC | 17,895 | $796.0K | 0.39% | 00.0% | Unchanged |
| IMS Capital Management | 17,978 | $800.0K | 0.41% | +10.0% | Added |
| Lineweaver Wealth Advisors, LLC | 18,038 | $802.0K | 0.23% | −1,483−7.6% | Reduced |
| Foster & Motley Inc | 18,067 | $804.0K | 0.06% | −554−3.0% | Reduced |
| Cheviot Value Management, LLC | 18,172 | $808.0K | 0.19% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 18,170 | $808.0K | 0.61% | +18,170 | New |
| Tranquility Partners, LLC | 18,222 | $810.0K | 0.37% | +1,290+7.6% | Added |
| 180 Wealth Advisors, LLC | 18,088 | $813.0K | 0.18% | −2,477−12.0% | Reduced |
| BTR Capital Management Inc | 18,286 | $814.0K | 0.09% | +1,120+6.5% | Added |
| Capital Planning Advisors, LLC | 18,327 | $815.0K | 0.16% | −872−4.5% | Reduced |
| SOA Wealth Advisors, LLC. | 18,324 | $815.0K | 0.20% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 18,383 | $818.0K | 0.67% | +62+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 18,376 | $818.0K | 0.10% | +4,275+30.3% | Added |
| Charles Schwab Trust Co | 18,414 | $819.0K | 0.13% | +2,140+13.1% | Added |
| City State Bank | 18,414 | $819.0K | 0.50% | +18,414 | New |
| Enterprise Financial Services Corp | 18,521 | $824.0K | 0.13% | −8,496−31.4% | Reduced |
| Naples Global Advisors, LLC | 18,513 | $824.0K | 0.10% | +10+0.1% | Added |
| Moloney Securities Asset Management, LLC | 18,543 | $825.0K | 0.14% | −892−4.6% | Reduced |
| Tiemann Investment Advisors, LLC | 18,549 | $825.0K | 0.35% | +50+0.3% | Added |
| Everhart Financial Group, Inc. | 18,530 | $825.0K | 0.50% | +1,692+10.0% | Added |
| Avidian Wealth Solutions, LLC | 18,575 | $826.0K | 0.05% | +2,083+12.6% | Added |
| Almanack Investment Partners, LLC. | 18,630 | $829.0K | 0.07% | −867−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 17,482 | $829.0K | 0.06% | +511+3.0% | Added |
| Investors Research Corp | 18,623 | $829.0K | 0.25% | −366−1.9% | Reduced |
| St Germain D J Co Inc | 18,647 | $830.0K | 0.05% | −165−0.9% | Reduced |
| Fca Corp | 18,684 | $831.0K | 0.28% | −228−1.2% | Reduced |
| Denali Advisors LLC | 18,700 | $832.0K | 0.31% | −2,100−10.1% | Reduced |
| Founders Capital Management, LLC | 18,770 | $835.0K | 0.18% | −5,080−21.3% | Reduced |
| Twin Focus Capital Partners, LLC | 18,782 | $836.0K | 0.17% | +92+0.5% | Added |
| TAGStone Capital, Inc. | 18,789 | $836.0K | 0.70% | +18,789 | New |
| Arlington Partners LLC | 18,833 | $838.0K | 0.23% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 18,952 | $839.0K | 0.81% | −1,776−8.6% | Reduced |
| Vaughan David Investments LLC | 18,905 | $841.0K | 0.02% | −40.0% | Reduced |
| Periscope Capital Inc. | 18,904 | $841.0K | 0.02% | +18,904 | New |
| Halbert Hargrove Global Advisors, LLC | 18,933 | $843.0K | 0.05% | +54+0.3% | Added |
| Augustine Asset Management Inc | 18,976 | $844.0K | 0.41% | −52−0.3% | Reduced |
| First PREMIER Bank | 18,990 | $845.0K | 0.22% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 19,022 | $846.0K | 0.30% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 19,040 | $847.0K | 0.06% | +235+1.2% | Added |
| Whitener Capital Management, Inc. | 19,065 | $848.0K | 0.30% | −1,390−6.8% | Reduced |
| Citizens National Bank Trust Department | 19,095 | $850.0K | 0.32% | −2,400−11.2% | Reduced |
| Stanley-Laman Group, Ltd. | 19,120 | $851.0K | 0.10% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 19,208 | $854.0K | 0.12% | +19,208 | New |
| Johanson Financial Advisors, Inc. | 19,216 | $855.0K | 0.26% | +749+4.1% | Added |
| Foresight Wealth Management, LLC | 19,251 | $856.0K | 0.33% | +209+1.1% | Added |
| Stableford Capital II LLC | 19,207 | $856.0K | 0.36% | +2,472+14.8% | Added |
| Arbor Investment Advisors, LLC | 19,320 | $860.0K | 0.16% | +70.0% | Added |
| Great Diamond Partners, LLC | 19,335 | $860.0K | 0.22% | +368+1.9% | Added |
| Life Planning Partners, Inc | 19,350 | $861.0K | 0.87% | +19,350 | New |
| Traynor Capital Management, Inc. | 19,380 | $862.0K | 0.10% | −700−3.5% | Reduced |
| Trust Co of Kansas | 19,374 | $862.0K | 0.46% | −16−0.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 19,464 | $863.0K | 0.47% | +1,688+9.5% | Added |
| Brown Advisory Securities, LLC | 19,479 | $865.0K | 0.37% | −25,883−57.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,532 | $869.0K | 0.15% | −438−2.2% | Reduced |
| AlphaCrest Capital Management LLC | 19,682 | $876.0K | 0.03% | −28,216−58.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 17,922 | $876.0K | 0.12% | +4,777+36.3% | Added |
| West Paces Advisors Inc. | 19,755 | $878.9K | 0.27% | +2,437+14.1% | Added |
| Leisure Capital Management | 19,763 | $879.0K | 0.40% | −201−1.0% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $880.0K | 0.51% | −600−2.9% | Reduced |
| American Trust | 19,779 | $880.0K | 0.07% | +19,779 | New |
| Engineers Gate Manager LP | 19,794 | $881.0K | 0.04% | +11,216+130.8% | Added |
| Platform Technology Partners | 19,817 | $882.0K | 0.39% | +60.0% | Added |
| Hudock, Inc. | 19,826 | $882.0K | 0.25% | +26+0.1% | Added |
| Pin Oak Investment Advisors Inc | 19,867 | $884.0K | 0.89% | −240−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,852 | $884.0K | 0.01% | +19,852 | New |
| WNY Asset Management, LLC | 19,959 | $887.0K | 0.26% | +484+2.5% | Added |
| Addison Capital Co | 19,970 | $888.0K | 0.40% | −1,500−7.0% | Reduced |
| Jarislowsky, Fraser Ltd | 19,987 | $889.0K | 0.00% | −29,443−59.6% | Reduced |
| Metatron Capital SICAV plc | 20,000 | $889.8K | 0.85% | +20,000 | New |
| Liberty Wealth Management LLC | 20,020 | $890.0K | 0.34% | −2,685−11.8% | Reduced |
| EJF Capital LLC | 20,000 | $890.0K | 0.08% | +20,000 | New |
| Optas, LLC | 20,037 | $891.0K | 0.25% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 20,063 | $893.0K | 0.30% | +20,063 | New |
| First National Bank of Hutchinson | 20,086 | $894.0K | 0.51% | +1,014+5.3% | Added |