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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 35,337 | $1.57M | 0.48% | −569−1.6% | Reduced |
| Pasadena Private Wealth, LLC | 35,333 | $1.57M | 0.51% | +25,870+273.4% | Added |
| Mill Capital Management, LLC | 35,524 | $1.58M | 0.16% | +35,524 | New |
| Accredited Investors Inc. | 35,549 | $1.58M | 0.14% | +13,447+60.8% | Added |
| JB Capital LLC | 35,576 | $1.58M | 0.16% | +2,423+7.3% | Added |
| M&R Capital Management Inc | 35,584 | $1.58M | 0.33% | +1,597+4.7% | Added |
| Key Client Fiduciary Advisors, LLC | 35,576 | $1.58M | 1.32% | +35,576 | New |
| Golden State Wealth Management, LLC | 35,702 | $1.59M | 0.27% | +9,940+38.6% | Added |
| Selective Wealth Management, Inc. | 35,738 | $1.59M | 0.65% | −1,180−3.2% | Reduced |
| Pinnacle Holdings, LLC | 35,748 | $1.59M | 0.67% | 00.0% | Unchanged |
| Inscription Capital, LLC | 35,802 | $1.59M | 0.44% | +2,068+6.1% | Added |
| Community Bank & Trust, Waco, Texas | 35,847 | $1.59M | 0.47% | −260−0.7% | Reduced |
| Stonnington Group, LLC | 32,418 | $1.59M | 0.34% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 35,863 | $1.60M | 0.58% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 35,981 | $1.60M | 0.94% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 36,000 | $1.60M | 0.31% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 36,047 | $1.60M | 0.06% | −267−0.7% | Reduced |
| First National Bank Sioux Falls | 36,157 | $1.61M | 1.72% | +12,675+54.0% | Added |
| Meridian Wealth Management, LLC | 36,441 | $1.62M | 0.17% | +298+0.8% | Added |
| Wambolt & Associates, LLC | 36,491 | $1.62M | 0.59% | −1,450−3.8% | Reduced |
| Tempus Wealth Planning, LLC | 36,540 | $1.63M | 0.88% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 36,628 | $1.63M | 0.34% | +4,367+13.5% | Added |
| Buttonwood Financial Advisors Inc. | 36,628 | $1.63M | 1.59% | +36,628 | New |
| CRA Financial Services, LLC | 36,707 | $1.63M | 0.49% | +900+2.5% | Added |
| Family Legacy, Inc. | 33,254 | $1.64M | 0.67% | +3,801+12.9% | Added |
| McLean Asset Management Corp | 33,605 | $1.64M | 0.64% | −3,088−8.4% | Reduced |
| City Holding Co | 37,154 | $1.64M | 0.27% | +2,348+6.7% | Added |
| Wealth Management Associates, Inc. | 37,050 | $1.65M | 0.89% | −1,667−4.3% | Reduced |
| US Asset Management LLC | 37,072 | $1.65M | 1.58% | −32−0.1% | Reduced |
| Proficio Capital Partners LLC | 37,169 | $1.65M | 0.23% | −519−1.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 37,177 | $1.65M | 0.61% | +10,551+39.6% | Added |
| Burleson & Company, LLC | 37,207 | $1.66M | 0.24% | 00.0% | Unchanged |
| Americana Partners, LLC | 37,308 | $1.66M | 0.30% | +2,442+7.0% | Added |
| Oarsman Capital, Inc. | 37,308 | $1.66M | 0.65% | −7,187−16.2% | Reduced |
| AIA Group Ltd | 37,322 | $1.66M | 0.08% | +4,908+15.1% | Added |
| Millennium Capital Advisors, LLC | 37,372 | $1.66M | 1.29% | +37,372 | New |
| Continental Advisors LLC | 37,438 | $1.67M | 1.31% | −19,000−33.7% | Reduced |
| Knowledge Leaders Capital, LLC | 37,565 | $1.67M | 1.23% | +13,625+56.9% | Added |
| Jmac Enterprises LLC | 34,046 | $1.67M | 0.39% | +34,046 | New |
| Aurora Private Wealth, Inc. | 37,767 | $1.68M | 0.73% | +205+0.5% | Added |
| Connecticut Wealth Management, LLC | 37,816 | $1.68M | 0.13% | −10,144−21.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.68M | 0.50% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 38,046 | $1.69M | 0.70% | −143−0.4% | Reduced |
| Earnest Partners LLC | 38,306 | $1.70M | 0.01% | −1,901−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,420 | $1.71M | 0.32% | +755+2.0% | Added |
| Garner Asset Management Corp | 38,432 | $1.71M | 0.72% | +400+1.1% | Added |
| Aspiriant, LLC | 38,454 | $1.71M | 0.09% | +2,179+6.0% | Added |
| BLB&B Advisors, LLC | 38,641 | $1.72M | 0.11% | −15,965−29.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,735 | $1.72M | 0.09% | +2,701+7.5% | Added |
| Intrinsic Value Partners, LLC | 38,753 | $1.72M | 1.84% | +38,753 | New |
| Ropes Wealth Advisors LLC | 38,823 | $1.73M | 0.30% | −25,294−39.4% | Reduced |
| Kingfisher Capital LLC | 38,822 | $1.73M | 0.40% | +3,008+8.4% | Added |
| Abacus Planning Group, Inc. | 38,927 | $1.73M | 0.46% | +3,331+9.4% | Added |
| Nicholas Hoffman & Company, LLC. | 39,019 | $1.74M | 0.06% | +310+0.8% | Added |
| Cornerstone Advisory, LLC | 39,155 | $1.74M | 0.25% | +116+0.3% | Added |
| Thomas White International Ltd | 39,181 | $1.74M | 0.28% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 39,253 | $1.75M | 0.38% | +800+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39,254 | $1.75M | 0.35% | +1,616+4.3% | Added |
| Kovack Advisors, Inc. | 39,361 | $1.75M | 0.17% | +1,525+4.0% | Added |
| Quantinno Capital Management LP | 39,352 | $1.75M | 0.32% | +39,352 | New |
| Buckley Wealth Management, LLC | 39,410 | $1.75M | 0.51% | −2,450−5.9% | Reduced |
| First Midwest Bank Trust Division | 39,446 | $1.75M | 0.23% | −1,156−2.8% | Reduced |
| Prudent Man Advisors, LLC | 39,463 | $1.76M | 0.67% | −6,576−14.3% | Reduced |
| Mechanics Bank Trust Department | 39,566 | $1.76M | 0.26% | −1,100−2.7% | Reduced |
| Castleview Partners, LLC | 78,544 | $1.76M | 0.02% | +78,544 | New |
| Aspen Investment Management Inc | 39,707 | $1.77M | 0.87% | +975+2.5% | Added |
| Verition Fund Management LLC | 39,727 | $1.77M | 0.02% | +26,738+205.9% | Added |
| Falcon Wealth Planning | 39,767 | $1.77M | 0.58% | +1,166+3.0% | Added |
| Royal Harbor Partners, LLC | 39,791 | $1.77M | 1.12% | +1,221+3.2% | Added |
| Mosaic Family Wealth, LLC | 39,825 | $1.77M | 0.46% | +310+0.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 39,846 | $1.77M | 0.06% | −211−0.5% | Reduced |
| Laidlaw Wealth Management LLC | 39,908 | $1.77M | 0.28% | −2,097−5.0% | Reduced |
| Ibex Wealth Advisors | 39,978 | $1.78M | 0.31% | +878+2.2% | Added |
| Gendell Jeffrey L | 40,000 | $1.78M | 0.14% | −100,000−71.4% | Reduced |
| Pentwater Capital Management LP | 40,000 | $1.78M | 0.03% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.78M | 0.77% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 40,029 | $1.78M | 0.17% | −418−1.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 40,170 | $1.79M | 0.08% | +40,170 | New |
| Paradigm Capital Management, LLC | 40,183 | $1.79M | 1.78% | +40,183 | New |
| New Millennium Group LLC | 40,361 | $1.80M | 1.36% | +40,361 | New |
| HC Advisors, LLC | 40,431 | $1.80M | 1.10% | −203−0.5% | Reduced |
| Warther Private Wealth, LLC | 39,020 | $1.80M | 1.34% | +901+2.4% | Added |
| InTrack Investment Management Inc | 40,623 | $1.81M | 1.25% | +375+0.9% | Added |
| Rational Advisors LLC | 40,668 | $1.81M | 0.11% | +6,674+19.6% | Added |
| Udine Wealth Management, Inc. | 40,694 | $1.81M | 1.87% | +40,694 | New |
| Proequities, Inc. | 40,746 | $1.81M | 0.10% | −351−0.9% | Reduced |
| New Century Advisors, LLC | 40,750 | $1.81M | 1.72% | +40,750 | New |
| Pinnacle Private Wealth, LLC | 40,866 | $1.82M | 0.57% | +40,866 | New |
| Circle Wealth Management, LLC | 40,950 | $1.82M | 0.24% | +20.0% | Added |
| NVWM, LLC | 41,035 | $1.83M | 0.57% | +39+0.1% | Added |
| OPSEU Pension Plan Trust Fund | 38,385 | $1.83M | 0.41% | +9,483+32.8% | Added |
| RB Capital Management, LLC | 41,118 | $1.83M | 0.57% | +2,079+5.3% | Added |
| E&G Advisors, LP | 41,135 | $1.83M | 0.46% | +500+1.2% | Added |
| Balentine LLC | 41,290 | $1.84M | 0.06% | +11,406+38.2% | Added |
| Anchor Capital Advisors LLC | 41,417 | $1.84M | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 41,600 | $1.85M | 1.19% | +4,920+13.4% | Added |
| First National Bank & Trust Co of Newtown | 41,638 | $1.85M | 0.36% | +380+0.9% | Added |
| Csenge Advisory Group | 44,786 | $1.86M | 0.17% | +11,600+35.0% | Added |
| Maven Securities LTD | 41,867 | $1.86M | 0.23% | +24,235+137.4% | Added |
| Argent Advisors, Inc. | 41,898 | $1.86M | 1.00% | −2,123−4.8% | Reduced |