Skip to main content

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.

Institutional holdersQ4 2021: 2,791 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,795 institutionsQ2 2022: 2,647 institutionsQ3 2022: 2,605 institutionsQ4 2022: 2,722 institutionsQ1 2023: 2,664 institutionsQ2 2023: 2,651 institutionsQ3 2023: 2,624 institutionsQ4 2023: 2,859 institutionsQ1 2024: 2,924 institutionsQ2 2024: 2,955 institutionsQ3 2024: 2,988 institutionsQ4 2024: 3,276 institutionsQ1 2025: 3,214 institutionsQ2 2025: 3,321 institutionsQ3 2025: 3,366 institutionsQ4 2025: 3,615 institutionsQ1 2026: 3,492 institutionsQ2 2026: 3,620 institutions
Value heldQ4 2021: $254.9B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,492$259.2B
Q4 20253,615$303.6B
Q3 20253,366$281.7B
Q2 20253,321$260.1B
Q1 20253,214$231.2B
Q4 20243,276$247.3B
Q3 20242,988$220.6B
Q2 20242,955$224.3B
Q1 20242,924$213.8B
Q4 20232,859$188.1B
Q3 20232,624$150.9B
Q2 20232,651$158.0B
Q1 20232,664$157.5B
Q4 20222,722$186.9B
Q3 20222,605$169.7B
Q2 20222,647$173.8B
Q1 20222,795$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Shepherd Financial Partners LLC20,161$896.0K0.16%−1,113−5.2%Reduced
Stock Yards Bank & Trust Co20,149$897.0K0.05%−758−3.6%Reduced
Bartlett & Co. Wealth Management LLC20,202$898.8K0.02%+1,940+10.6%Added
WealthPLAN Partners, LLC19,491$899.0K0.06%+146+0.8%Added
Bartlett & Co. LLC20,202$899.0K0.02%+1,940+10.6%Added
Manhattan West Asset Management, LLC20,285$902.0K0.54%+20,285New
Howard Capital Management Group, LLC20,330$904.0K0.07%+1,312+6.9%Added
Riversedge Advisors, LLC20,382$907.0K0.29%−32−0.2%Reduced
Intellectus Partners, LLC20,393$907.0K0.23%+158+0.8%Added
Autumn Glory Partners, LLC20,400$908.0K0.38%+20,400New
Barber Financial Group, Inc.20,430$909.0K0.11%+612+3.1%Added
Accel Wealth Management20,428$909.0K0.45%+621+3.1%Added
JNBA Financial Advisors20,431$909.0K0.11%+675+3.4%Added
Wayfinding Financial, LLC20,032$910.0K0.73%+20,032New
Bickling Financial Services, Inc.20,560$915.0K0.44%+1,865+10.0%Added
Palumbo Wealth Management LLC20,620$917.0K0.57%+655+3.3%Added
Sargent Investment Group, LLC20,645$919.0K0.21%+377+1.9%Added
Titleist Asset Management, Ltd.20,650$919.0K0.18%+20,650New
Briggs Advisory Group, Inc.20,723$922.0K0.63%+20,723New
Allegheny Financial Group LTD20,746$923.0K0.37%+32+0.2%Added
Relative Value Partners Group, LLC20,830$927.0K0.07%+10.0%Added
Cypress Asset Management Inc20,857$928.0K0.22%−2,461−10.6%Reduced
Wealth Advisors of Tampa Bay, LLC20,940$932.0K0.23%+15,240+267.4%Added
AIMZ Investment Advisors, LLC20,964$933.0K0.36%−200−0.9%Reduced
NTB Financial Corp21,030$936.0K0.65%+21,030New
PFG Advisors21,051$937.0K0.09%−926−4.2%Reduced
Pineno Levin & Ford Asset Management, Inc.21,077$938.0K0.28%+1,598+8.2%Added
Tarbox Family Office, Inc.21,176$942.0K0.16%+42+0.2%Added
Curbstone Financial Management Corp21,196$943.0K0.17%−32−0.2%Reduced
ASB Consultores, LLC21,210$944.0K0.47%+21,210New
Merit Financial Group, LLC21,286$947.0K0.09%+627+3.0%Added
Keebeck Alpha, LP21,329$949.0K0.34%+7,978+59.8%Added
CKW Financial Group21,241$950.0K0.14%−400−1.8%Reduced
Deuterium Capital Management, LLC21,342$950.0K1.41%+21,342New
Donaldson Capital Management, LLC21,389$952.0K0.04%+3,719+21.0%Added
Lathrop Investment Management Corp21,422$953.0K0.19%+308+1.5%Added
Benedict Financial Advisors Inc21,443$954.0K0.25%+60.0%Added
Aft, Forsyth & Sober, LLC21,440$954.0K0.34%00.0%Unchanged
Fortitude Advisory Group L.L.C.21,467$955.0K0.49%+21,467New
Resource Management, LLC21,519$957.0K0.10%+2,434+12.8%Added
Warren Averett Asset Management, LLC20,024$960.0K0.08%+658+3.4%Added
TLWM21,582$960.0K0.32%+814+3.9%Added
Triad Financial Advisors, Inc.21,629$962.0K0.57%+21,629New
Mount Yale Investment Advisors, LLC21,640$963.0K0.10%−1,631−7.0%Reduced
Blodgett Wealth Advisors, LLC21,720$966.0K0.76%+21,720New
L2 Asset Management, LLC21,742$967.0K0.68%+21,742New
Graves-Light Private Wealth Management, Inc.21,750$968.0K0.14%+763+3.6%Added
Covenant Asset Management, LLC21,775$969.0K0.26%00.0%Unchanged
Beacon Financial Advisory LLC21,817$971.0K0.45%+120+0.6%Added
Dixon Hughes Goodman Wealth Advisors LLC21,869$973.0K0.32%+21,869New
Perpetual Investment Management Ltd21,900$974.0K0.11%−3,400−13.4%Reduced
Hedges Asset Management LLC21,900$974.0K0.76%+21,900New
Prestige Wealth Management Group LLC21,904$975.0K0.23%−1,083−4.7%Reduced
Wedmont Private Capital20,080$979.0K0.30%+20,080New
Cookson Peirce & Co Inc22,036$980.0K0.05%−1,776−7.5%Reduced
West Family Investments, Inc.22,099$983.0K0.28%−1,930−8.0%Reduced
Cahaba Wealth Management, Inc.22,084$983.0K0.13%+171+0.8%Added
SPC Financial, Inc.22,111$984.0K0.11%+498+2.3%Added
Freedman Financial Associates, Inc.22,148$985.0K0.67%00.0%Unchanged
Leavell Investment Management, Inc.22,151$985.0K0.07%+200+0.9%Added
Horizon Investments, LLC22,172$986.0K0.03%−104,249−82.5%Reduced
Quent Capital, LLC22,224$989.0K0.21%+22,224New
Glassman Wealth Services22,304$992.0K0.18%+2,582+13.1%Added
Wendell David Associates Inc22,318$993.0K0.10%00.0%Unchanged
RFG Advisory, LLC22,317$993.0K0.07%+6,397+40.2%Added
Navalign, LLC22,344$994.0K0.40%−468−2.1%Reduced
Garrison Point Advisors, LLC22,355$995.0K0.66%00.0%Unchanged
Laird Norton Trust Company, LLC22,390$996.0K0.09%+5,489+32.5%Added
Vahanian & Associates Financial Planning Inc.22,401$997.0K0.80%+22,401New
Blueprint Investment Partners LLC22,422$997.6K0.25%+9,748+76.9%Added
ACG Wealth22,461$999.0K0.14%+1,345+6.4%Added
Full Sail Capital, LLC21,999$999.0K0.09%+21,999New
Axxcess Wealth Management, LLC22,470$1.00M0.08%+22,470New
Trust Co of Virginia22,520$1.00M0.10%+562+2.6%Added
Douglass Winthrop Advisors, LLC22,557$1.00M0.02%+58+0.3%Added
Norris Financial Group, LLC22,569$1.00M0.61%−915−3.9%Reduced
Peachtree Investment Partners, LLC22,581$1.00M0.42%+13,455+147.4%Added
Waterfront Wealth Inc.22,714$1.01M0.40%+325+1.5%Added
Asset Allocation & Management Company, LLC22,872$1.02M0.34%+22,872New
Grandview Asset Management LLC22,894$1.02M0.41%+22,894New
StoneX Group Inc.22,941$1.02M0.12%+1,474+6.9%Added
Arkadios Wealth Advisors22,992$1.02M0.14%+649+2.9%Added
David Loasby23,142$1.03M0.13%+965+4.4%Added
Financial Advisory Service, Inc.23,168$1.03M0.09%+138+0.6%Added
Old North State Trust, LLC23,164$1.03M0.74%+20,012+634.9%Added
Legacy Financial Advisors, Inc.23,197$1.03M0.24%+337+1.5%Added
Sargent Bickham Lagudis LLC23,478$1.04M0.08%−6,625−22.0%Reduced
McIlrath & Eck, LLC23,549$1.05M0.28%+1,811+8.3%Added
Ssi Investment Management LLC23,534$1.05M0.06%−90−0.4%Reduced
Eudaimonia Advisors LLC23,619$1.05M0.62%+23,619New
Pictet Bank & Trust Ltd23,659$1.05M0.54%00.0%Unchanged
Telemus Capital, LLC23,662$1.05M0.09%+60+0.3%Added
Cordatus Wealth Management LLC23,691$1.05M0.31%+23,691New
FourThought Financial, LLC23,731$1.06M0.13%−1,116−4.5%Reduced
S&T Bank23,756$1.06M0.15%−194−0.8%Reduced
Unionview, LLC23,893$1.06M0.99%+23,893New
United Services Automobile Association23,936$1.06M0.02%−6,151−20.4%Reduced
Main Street Financial Solutions, LLC23,967$1.07M0.15%+5,000+26.4%Added
GFG Capital, LLC23,979$1.07M0.32%−1,510−5.9%Reduced
Wealth Alliance24,070$1.07M0.22%−927−3.7%Reduced