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 |
|---|---|---|---|---|---|
| Kiley Juergens Wealth Management, LLC | 28,688 | $1.28M | 0.48% | −750−2.5% | Reduced |
| Aaron Wealth Advisors | 28,731 | $1.28M | 0.36% | +153+0.5% | Added |
| Fortem Financial Group, LLC | 28,756 | $1.28M | 0.58% | +4,250+17.3% | Added |
| Gsa Capital Partners LLP | 28,835 | $1.28M | 0.16% | +28,835 | New |
| American Research & Management Co. | 28,949 | $1.29M | 0.28% | −85−0.3% | Reduced |
| Founders Financial Securities LLC | 28,954 | $1.29M | 0.23% | +498+1.8% | Added |
| Journey Strategic Wealth LLC | 29,001 | $1.29M | 0.13% | +29,001 | New |
| Clear Harbor Asset Management, LLC | 29,131 | $1.30M | 0.14% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 29,191 | $1.30M | 0.47% | −20−0.1% | Reduced |
| Wealth Architects, LLC | 29,429 | $1.31M | 0.23% | −590−2.0% | Reduced |
| Cowa, LLC | 29,452 | $1.31M | 0.66% | −2,087−6.6% | Reduced |
| Spirit of America Management Corp | 29,600 | $1.32M | 0.26% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 29,769 | $1.32M | 0.53% | −93−0.3% | Reduced |
| Oder Investment Management, LLC | 29,825 | $1.33M | 1.87% | +441+1.5% | Added |
| Wrapmanager Inc | 29,859 | $1.33M | 0.33% | +866+3.0% | Added |
| Monterey Private Wealth, Inc. | 29,868 | $1.33M | 0.66% | +1,700+6.0% | Added |
| Kore Private Wealth LLC | 29,906 | $1.33M | 0.16% | −14,550−32.7% | Reduced |
| Wellington Shields Capital Management, LLC | 29,970 | $1.33M | 0.17% | +5,999+25.0% | Added |
| Waycross Partners, LLC | 30,000 | $1.33M | 0.76% | −53,128−63.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $1.33M | 0.57% | −8,000−21.1% | Reduced |
| Viking Fund Management LLC | 30,000 | $1.33M | 0.35% | 00.0% | Unchanged |
| Kidder Stephen W | 30,065 | $1.34M | 0.41% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 27,121 | $1.34M | 0.22% | −9,688−26.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 30,232 | $1.34M | 0.22% | +576+1.9% | Added |
| Old Port Advisors | 27,992 | $1.35M | 0.46% | +3,937+16.4% | Added |
| Vigilare Wealth Management | 30,304 | $1.35M | 0.80% | −605−2.0% | Reduced |
| Mission Wealth Management, LP | 30,289 | $1.35M | 0.06% | +1,088+3.7% | Added |
| Financial Advocates Investment Management | 30,338 | $1.35M | 0.10% | −791−2.5% | Reduced |
| Peoples Bank | 30,319 | $1.35M | 0.67% | +152+0.5% | Added |
| Highlander Capital Management, LLC | 30,344 | $1.35M | 0.63% | 00.0% | Unchanged |
| LifePro Asset Management | 30,363 | $1.35M | 0.40% | −318,898−91.3% | Reduced |
| Parsec Financial Management, Inc. | 30,422 | $1.35M | 0.06% | +6,486+27.1% | Added |
| Biltmore Family Office, LLC | 30,566 | $1.36M | 0.26% | −4,590−13.1% | Reduced |
| Mark Stevens | 30,619 | $1.36M | 0.14% | +369+1.2% | Added |
| Smith, Salley & Associates | 30,704 | $1.37M | 0.10% | +1,190+4.0% | Added |
| Apriem Advisors | 30,718 | $1.37M | 0.19% | −4,323−12.3% | Reduced |
| NCM Capital Management, LLC | 30,796 | $1.37M | 1.22% | +30,796 | New |
| Wealthcare Advisory Partners LLC | 30,866 | $1.37M | 0.08% | −14,326−31.7% | Reduced |
| Childress Capital Advisors, LLC | 30,869 | $1.37M | 0.57% | −2,585−7.7% | Reduced |
| Physicians Financial Services, Inc. | 30,926 | $1.38M | 0.51% | −950−3.0% | Reduced |
| Mathes Company, Inc. | 30,950 | $1.38M | 0.47% | −4,050−11.6% | Reduced |
| Ullmann Financial Group, Inc. | 30,960 | $1.38M | 0.37% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 30,966 | $1.38M | 0.24% | +7,400+31.4% | Added |
| RSM US Wealth Management LLC | 31,082 | $1.38M | 0.07% | −59−0.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,126 | $1.39M | 0.03% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 31,126 | $1.39M | 1.14% | +31,126 | New |
| Aire Advisors, LLC | 31,154 | $1.39M | 0.60% | +31,154 | New |
| Orion Capital Management LLC | 31,264 | $1.39M | 0.79% | +400+1.3% | Added |
| TD Ameritrade Investment Management, LLC | 31,275 | $1.39M | 0.01% | −3,289−9.5% | Reduced |
| Aigen Investment Management, LP | 31,687 | $1.39M | 0.09% | +31,687 | New |
| Rehmann Capital Advisory Group | 31,292 | $1.40M | 0.13% | −8,046−20.5% | Reduced |
| Granite Investment Partners, LLC | 31,448 | $1.40M | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 31,525 | $1.40M | 0.15% | +72+0.2% | Added |
| Zions Bancorporation, N.A. | 31,541 | $1.40M | 0.12% | +1,020+3.3% | Added |
| Avantax Planning Partners, Inc. | 31,624 | $1.41M | 0.06% | +1,764+5.9% | Added |
| Sovereign Financial Group, Inc. | 31,676 | $1.41M | 0.58% | +16+0.1% | Added |
| Atlas Brown,Inc. | 31,724 | $1.41M | 0.55% | +672+2.2% | Added |
| Dakota Wealth Management | 31,797 | $1.42M | 0.15% | +154+0.5% | Added |
| Accurate Wealth Management, LLC | 24,101 | $1.42M | 1.17% | +460+1.9% | Added |
| Washington Capital Management Inc | 32,065 | $1.43M | 1.16% | −725−2.2% | Reduced |
| Cottage Street Advisors LLC | 32,190 | $1.43M | 0.81% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 32,370 | $1.44M | 2.12% | +4,265+15.2% | Added |
| Herold Advisors, Inc. | 32,414 | $1.44M | 0.56% | +1,173+3.8% | Added |
| Strategic Investment Advisors | 32,476 | $1.45M | 0.28% | +2,029+6.7% | Added |
| Sepio Capital, LP | 32,556 | $1.45M | 0.11% | −38,538−54.2% | Reduced |
| Community Bank, N.A. | 32,576 | $1.45M | 0.17% | −879−2.6% | Reduced |
| Altavista Wealth Management, Inc. | 32,649 | $1.45M | 0.29% | −230−0.7% | Reduced |
| Fractal Investments LLC | 32,649 | $1.45M | 0.50% | +32,649 | New |
| S.A. Mason LLC | 32,700 | $1.46M | 0.88% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 32,704 | $1.46M | 0.10% | +10,937+50.2% | Added |
| Centiva Capital, LP | 32,704 | $1.46M | 0.09% | +32,704 | New |
| Brandywine Oak Private Wealth LLC | 32,732 | $1.46M | 0.16% | −924−2.7% | Reduced |
| CWA Asset Management Group, LLC | 32,717 | $1.46M | 0.11% | +631+2.0% | Added |
| Level Four Advisory Services, LLC | 32,765 | $1.46M | 0.11% | +15,977+95.2% | Added |
| Krilogy Financial LLC | 32,856 | $1.46M | 0.15% | +2,110+6.9% | Added |
| Eos Management, L.P. | 32,884 | $1.46M | 0.86% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 30,554 | $1.46M | 0.12% | +4,076+15.4% | Added |
| Clearview Wealth Advisors LLC | 32,993 | $1.47M | 0.89% | +1,094+3.4% | Added |
| Samalin Investment Counsel, LLC | 33,400 | $1.49M | 0.89% | −1,308−3.8% | Reduced |
| Buckhead Capital Management LLC | 33,481 | $1.49M | 0.32% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 33,604 | $1.50M | 0.21% | −1,254−3.6% | Reduced |
| IFG Advisory, LLC | 33,787 | $1.50M | 0.15% | +334+1.0% | Added |
| Exencial Wealth Advisors, LLC | 33,804 | $1.50M | 0.07% | −17,389−34.0% | Reduced |
| Summit Trail Advisors, LLC | 33,874 | $1.51M | 0.10% | +1,916+6.0% | Added |
| Citadel Investment Advisory, Inc. | 33,921 | $1.51M | 0.88% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 30,945 | $1.51M | 0.23% | +1,502+5.1% | Added |
| Financial Architects, Inc | 34,014 | $1.51M | 0.20% | −27−0.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 34,077 | $1.52M | 0.06% | +3,048+9.8% | Added |
| Eastern Bank | 34,562 | $1.54M | 0.07% | +4,000+13.1% | Added |
| Bar Harbor Trust Services | 34,596 | $1.54M | 0.41% | −2,552−6.9% | Reduced |
| Resurgent Financial Advisors LLC | 34,717 | $1.54M | 1.27% | +34,717 | New |
| Summit Financial, LLC | 34,740 | $1.55M | 0.12% | +2,242+6.9% | Added |
| Princeton Capital Management LLC | 34,929 | $1.55M | 0.45% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 32,428 | $1.55M | 0.85% | +32,428 | New |
| 55I, LLC | 34,962 | $1.56M | 0.04% | −12,377−26.1% | Reduced |
| BTC Capital Management, Inc. | 35,131 | $1.56M | 0.15% | −5,260−13.0% | Reduced |
| Vanguard Capital Wealth Advisors | 35,112 | $1.56M | 1.12% | −501−1.4% | Reduced |
| Parkside Investments, LLC | 35,143 | $1.56M | 0.30% | −5,000−12.5% | Reduced |
| Pegasus Partners Ltd. | 35,186 | $1.56M | 0.27% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 35,270 | $1.57M | 0.59% | +383+1.1% | Added |