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 |
|---|---|---|---|---|---|
| Wealth Advisors, Inc. | 24,087 | $1.07M | 0.37% | +627+2.7% | Added |
| Stony Point Wealth Management Inc. | 24,171 | $1.07M | 0.57% | −1,364−5.3% | Reduced |
| Ballast, Inc. | 24,169 | $1.07M | 0.42% | +497+2.1% | Added |
| Concord Wealth Partners | 24,153 | $1.07M | 0.26% | +14,948+162.4% | Added |
| Gamble Jones Investment Counsel | 24,238 | $1.08M | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 24,233 | $1.08M | 0.15% | +200+0.8% | Added |
| Personal Cfo Solutions, LLC | 24,261 | $1.08M | 0.20% | +159+0.7% | Added |
| LexAurum Advisors, LLC | 24,290 | $1.08M | 0.35% | 00.0% | Unchanged |
| Mather Group, LLC. | 24,330 | $1.08M | 0.02% | +15,365+171.4% | Added |
| Cim Investment Mangement Inc | 24,448 | $1.09M | 0.33% | −453−1.8% | Reduced |
| Proffitt & Goodson Inc | 24,539 | $1.09M | 0.19% | −286−1.2% | Reduced |
| Finivi Inc. | 24,560 | $1.09M | 1.15% | +24,560 | New |
| Advisory Alpha, LLC | 24,579 | $1.09M | 0.06% | +317+1.3% | Added |
| Guardian Wealth Advisors, LLC | 24,583 | $1.09M | 0.47% | +24,583 | New |
| Independent Investors Inc | 24,640 | $1.10M | 0.23% | −1,500−5.7% | Reduced |
| Patron Partners Advisors, LLC | 24,690 | $1.10M | 0.72% | −906−3.5% | Reduced |
| Chemistry Wealth Management LLC | 24,730 | $1.10M | 0.92% | +24,730 | New |
| Next Level Private LLC | 24,730 | $1.10M | 0.92% | +24,730 | New |
| Hamel Associates, Inc. | 24,780 | $1.10M | 0.40% | +24,780 | New |
| TCI Wealth Advisors, Inc. | 24,807 | $1.10M | 0.16% | −2,431−8.9% | Reduced |
| Winthrop Advisory Group LLC | 24,806 | $1.10M | 0.22% | −906−3.5% | Reduced |
| LVW Advisors, LLC | 24,866 | $1.11M | 0.19% | +2,528+11.3% | Added |
| Good Life Advisors, LLC | 24,968 | $1.11M | 0.13% | −1,303−5.0% | Reduced |
| Raffles Associates LP | 25,000 | $1.11M | 1.07% | +25,000 | New |
| Oakworth Capital, Inc. | 25,032 | $1.11M | 0.09% | −2,751−9.9% | Reduced |
| First Foundation Advisors | 25,056 | $1.11M | 0.04% | −101−0.4% | Reduced |
| Minot Wealth Management LLC | 25,095 | $1.12M | 0.21% | +451+1.8% | Added |
| Highland Private Wealth Management | 25,081 | $1.12M | 0.14% | +1,007+4.2% | Added |
| Sippican Capital Advisors | 25,133 | $1.12M | 0.95% | −75−0.3% | Reduced |
| First Command Bank | 26,377 | $1.12M | 0.19% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 25,225 | $1.12M | 0.25% | −136−0.5% | Reduced |
| Jackson Square Capital, LLC | 25,211 | $1.12M | 0.32% | +2,832+12.7% | Added |
| Boston Common Asset Management, LLC | 25,291 | $1.13M | 0.05% | +674+2.7% | Added |
| Gradient Capital Advisors, LLC | 25,372 | $1.13M | 0.47% | −1,700−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 23,142 | $1.13M | 0.04% | +1,045+4.7% | Added |
| Vectors Research Management, LLC | 25,455 | $1.13M | 0.24% | −273−1.1% | Reduced |
| HNP Capital LLC | 25,455 | $1.13M | 0.26% | −273−1.1% | Reduced |
| Evoke Wealth, LLC | 25,447 | $1.13M | 0.04% | +34+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 25,459 | $1.13M | 0.24% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 25,484 | $1.13M | 0.10% | −1,241−4.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,542 | $1.14M | 0.61% | +740+3.0% | Added |
| Capital Asset Advisory Services LLC | 25,609 | $1.14M | 0.12% | −613−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 25,748 | $1.14M | 0.11% | +393+1.5% | Added |
| Aspire Private Capital, LLC | 25,746 | $1.15M | 0.36% | +183+0.7% | Added |
| Lowe Brockenbrough & Co Inc | 25,763 | $1.15M | 0.08% | +200+0.8% | Added |
| BBR Partners, LLC | 25,810 | $1.15M | 0.13% | −2,759−9.7% | Reduced |
| Keudell/Morrison Wealth Management | 25,818 | $1.15M | 0.45% | +7,041+37.5% | Added |
| Worth Venture Partners, LLC | 25,842 | $1.15M | 0.57% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 25,862 | $1.15M | 1.01% | +25,862 | New |
| Beacon Investment Advisory Services, Inc. | 25,971 | $1.16M | 0.04% | +1,730+7.1% | Added |
| Monument Capital Management | 25,960 | $1.16M | 0.36% | +3,206+14.1% | Added |
| Boyd Watterson Asset Management LLC | 26,017 | $1.16M | 0.38% | −22−0.1% | Reduced |
| Helios Capital Management Pte. Ltd | 26,000 | $1.16M | 1.05% | +26,000 | New |
| PBMares Wealth Management LLC | 26,055 | $1.16M | 0.49% | −800−3.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,191 | $1.17M | 0.25% | +2,284+9.6% | Added |
| TCW Group Inc | 26,203 | $1.17M | 0.01% | −1,183−4.3% | Reduced |
| Insight Advisors, LLC | 26,228 | $1.17M | 0.34% | +6,035+29.9% | Added |
| Rossmore Private Capital | 26,328 | $1.17M | 0.18% | +817+3.2% | Added |
| BerganKDV Wealth Management, LLC | 26,379 | $1.17M | 0.12% | +1,209+4.8% | Added |
| First National Bank of Omaha | 26,509 | $1.18M | 0.06% | −2,108−7.4% | Reduced |
| SlateStone Wealth, LLC | 26,507 | $1.18M | 0.25% | +2,754+11.6% | Added |
| KLCM Advisors, Inc. | 26,534 | $1.18M | 0.26% | −830−3.0% | Reduced |
| Dorchester Wealth Management Co | 26,538 | $1.18M | 0.23% | +3,950+17.5% | Added |
| RMB Capital Management, LLC | 26,578 | $1.18M | 0.04% | +512+2.0% | Added |
| X-Square Capital, LLC | 26,610 | $1.18M | 0.59% | −9,529−26.4% | Reduced |
| BCS Wealth Management | 26,648 | $1.19M | 0.43% | +18,982+247.6% | Added |
| Curated Wealth Partners LLC | 26,679 | $1.19M | 0.38% | −5,883−18.1% | Reduced |
| Bank of Hawaii | 26,681 | $1.19M | 0.06% | +415+1.6% | Added |
| Keystone Financial Group | 26,781 | $1.19M | 0.20% | +36+0.1% | Added |
| Cubic Asset Management, LLC | 26,843 | $1.19M | 0.27% | +72+0.3% | Added |
| IMC-Chicago, LLC | 26,852 | $1.20M | 0.05% | −68,050−71.7% | Reduced |
| Windsor Group LTD | 24,951 | $1.20M | 0.22% | +1,267+5.3% | Added |
| First Command Financial Services, Inc. | 26,939 | $1.20M | 0.18% | +562+2.1% | Added |
| Red Cedar Capital, LLC | 26,947 | $1.20M | 0.68% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27,080 | $1.21M | 0.26% | −1,043−3.7% | Reduced |
| Potomac Capital Management, Inc. | 27,080 | $1.21M | 1.16% | +27,080 | New |
| Vista Wealth Management Group, LLC | 27,182 | $1.21M | 0.20% | −70.0% | Reduced |
| High Net Worth Advisory Group LLC | 27,294 | $1.21M | 0.42% | +27,294 | New |
| Cypress Capital Group | 27,429 | $1.22M | 0.15% | −9,788−26.3% | Reduced |
| Altfest L J & Co Inc | 27,545 | $1.23M | 0.23% | −984−3.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 27,594 | $1.23M | 0.34% | +1,053+4.0% | Added |
| Roman Butler Fullerton & Co | 27,725 | $1.23M | 0.54% | −416−1.5% | Reduced |
| Allen Capital Group, LLC | 27,755 | $1.24M | 0.17% | +1,313+5.0% | Added |
| Silverlake Wealth Management LLC | 27,826 | $1.24M | 0.67% | +27,826 | New |
| Annandale Capital, LLC | 27,853 | $1.24M | 0.55% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27,953 | $1.24M | 0.34% | +7,858+39.1% | Added |
| Geneva Partners, LLC | 28,025 | $1.25M | 0.62% | −500−1.8% | Reduced |
| Cape Ann Savings Bank | 28,042 | $1.25M | 0.75% | +2,393+9.3% | Added |
| Bragg Financial Advisors, Inc | 29,443 | $1.25M | 0.08% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 28,112 | $1.25M | 0.10% | −290−1.0% | Reduced |
| CPWM, LLC | 29,574 | $1.25M | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 28,255 | $1.26M | 0.37% | +61+0.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 25,893 | $1.26M | 0.76% | −51,502−66.5% | Reduced |
| Fort Sheridan Advisors LLC | 28,529 | $1.27M | 0.37% | +1,459+5.4% | Added |
| Visionary Wealth Advisors | 28,535 | $1.27M | 0.10% | +28,535 | New |
| NBT Bank N A | 28,586 | $1.27M | 0.16% | +175+0.6% | Added |
| Weik Capital Management | 28,595 | $1.27M | 0.48% | +275+1.0% | Added |
| LMR Partners LLP | 28,592 | $1.27M | 0.02% | +28,592 | New |
| Marshall Financial Group LLC | 28,617 | $1.27M | 0.47% | −9,665−25.2% | Reduced |
| Van Cleef Asset Management,Inc | 28,688 | $1.28M | 0.18% | −1,196−4.0% | Reduced |