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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 64,319 | $2.86M | 0.66% | +4,663+7.8% | Added |
| Beacon Financial Group | 61,998 | $2.86M | 0.37% | +1,630+2.7% | Added |
| Greytown Advisors Inc. | 64,438 | $2.87M | 1.22% | +300+0.5% | Added |
| First Dallas Securities Inc. | 64,588 | $2.87M | 1.88% | −2,191−3.3% | Reduced |
| Strategic Global Advisors, LLC | 64,671 | $2.88M | 0.37% | +5,254+8.8% | Added |
| IPG Investment Advisors LLC | 65,030 | $2.89M | 0.52% | +20,873+47.3% | Added |
| Wunderlich Capital Managemnt | 65,587 | $2.92M | 1.30% | −2,678−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 66,319 | $2.95M | 0.25% | +7,656+13.1% | Added |
| Chesley Taft & Associates LLC | 66,550 | $2.96M | 0.15% | −200.0% | Reduced |
| First Quadrant L P | 66,783 | $2.97M | 0.32% | −64−0.1% | Reduced |
| Heritage Trust Co | 66,849 | $2.97M | 0.38% | +3,829+6.1% | Added |
| Charter Research & Investment Group, Inc. | 66,915 | $2.98M | 2.34% | −400−0.6% | Reduced |
| WBH Advisory Inc | 67,109 | $2.99M | 0.34% | −2,182−3.1% | Reduced |
| Centaurus Financial, Inc. | 67,325 | $3.00M | 0.23% | +20,466+43.7% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $3.00M | 0.14% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 67,895 | $3.02M | 0.79% | −380−0.6% | Reduced |
| Truehand, Inc | 67,981 | $3.02M | 1.77% | −5,110−7.0% | Reduced |
| Hudson Capital Management LLC | 67,984 | $3.02M | 1.10% | −1,872−2.7% | Reduced |
| Fiera Capital Corp | 68,295 | $3.04M | 0.01% | −1,570−2.2% | Reduced |
| Sterling Investment Management, Inc. | 69,028 | $3.07M | 1.91% | −1,192−1.7% | Reduced |
| Holderness Investments Co | 69,262 | $3.08M | 0.91% | +195+0.3% | Added |
| Raab & Moskowitz Asset Management LLC | 69,421 | $3.09M | 1.01% | −2,472−3.4% | Reduced |
| Studio Investment Management LLC | 69,474 | $3.09M | 1.11% | +7,607+12.3% | Added |
| Change Path, LLC | 69,546 | $3.09M | 0.15% | +6,579+10.4% | Added |
| Mystic Asset Management, Inc. | 69,567 | $3.10M | 1.46% | +69,567 | New |
| Glassy Mountain Advisors, Inc. | 69,734 | $3.10M | 1.60% | +69,734 | New |
| Phoenix Holdings Ltd. | 69,725 | $3.11M | 0.05% | +9,000+14.8% | Added |
| Parsons Capital Management Inc | 69,943 | $3.11M | 0.22% | +570+0.8% | Added |
| Legacy Capital Partners, Inc. | 69,990 | $3.11M | 1.01% | +415+0.6% | Added |
| Lee Capital Holdings LLC | 70,000 | $3.11M | 1.64% | +10,000+16.7% | Added |
| LGT Fund Management Co Ltd. | 70,000 | $3.11M | 0.90% | +70,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 70,000 | $3.11M | 0.80% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 70,802 | $3.15M | 1.01% | −5,867−7.7% | Reduced |
| NEXT Financial Group, Inc | 71,017 | $3.16M | 0.21% | −528−0.7% | Reduced |
| CAPROCK Group, Inc. | 71,058 | $3.16M | 0.26% | +71,058 | New |
| Old West Investment Management, LLC | 71,334 | $3.17M | 1.89% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 71,461 | $3.18M | 0.51% | +14,598+25.7% | Added |
| Cohen Investment Advisors LLC | 71,607 | $3.19M | 2.27% | −179−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 71,596 | $3.19M | 0.35% | +1,040+1.5% | Added |
| Pacific Asset Management LLC | 71,884 | $3.20M | 2.28% | +13,661+23.5% | Added |
| Piscataqua Savings Bank | 72,001 | $3.20M | 2.52% | −355−0.5% | Reduced |
| Brendel Financial Advisors LLC | 72,013 | $3.20M | 1.66% | +72,013 | New |
| Trust Asset Management LLC | 72,143 | $3.21M | 0.40% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 72,320 | $3.22M | 1.12% | +2,549+3.7% | Added |
| Brighton Jones LLC | 72,568 | $3.23M | 0.15% | +1,525+2.1% | Added |
| Tower Bridge Advisors | 72,639 | $3.23M | 0.20% | −300−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 72,666 | $3.23M | 0.14% | +2,928+4.2% | Added |
| Sugarloaf Wealth Management, LLC | 72,730 | $3.24M | 0.77% | −206−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 73,118 | $3.25M | 0.12% | +73,118 | New |
| Tokio Marine Asset Management Co Ltd | 73,393 | $3.27M | 0.26% | +4,195+6.1% | Added |
| Capital Investment Counsel, Inc | 73,819 | $3.28M | 0.61% | +500+0.7% | Added |
| ProVise Management Group, LLC | 73,857 | $3.29M | 0.30% | −1,148−1.5% | Reduced |
| Richard P Slaughter Associates Inc | 73,899 | $3.29M | 1.16% | +615+0.8% | Added |
| B. Riley Wealth Management, Inc. | 317,998 | $3.29M | 0.23% | +261,629+464.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.29M | 1.01% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 74,211 | $3.30M | 0.60% | −1,400−1.9% | Reduced |
| Meridian Wealth Advisors, LLC | 74,270 | $3.30M | 0.80% | −75−0.1% | Reduced |
| Capital Analysts, LLC | 74,776 | $3.33M | 0.20% | +381+0.5% | Added |
| Check Capital Management Inc | 74,827 | $3.33M | 0.26% | +1,250+1.7% | Added |
| Clark Estates Inc | 75,000 | $3.34M | 0.49% | −250,000−76.9% | Reduced |
| Independent Financial Group, LLC | 75,186 | $3.35M | 0.28% | +3,117+4.3% | Added |
| Windsor Creek Advisors, LLC | 72,715 | $3.35M | 1.48% | −10,000−12.1% | Reduced |
| Anchor Investment Management, LLC | 75,533 | $3.36M | 0.42% | +6,024+8.7% | Added |
| Edge Wealth Management LLC | 75,918 | $3.38M | 0.62% | +2,910+4.0% | Added |
| Park Avenue Securities LLC | 76,303 | $3.40M | 0.06% | +8,845+13.1% | Added |
| Welch Group, LLC | 76,361 | $3.40M | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 76,436 | $3.40M | 0.26% | −60,093−44.0% | Reduced |
| Plimoth Trust Co LLC | 76,905 | $3.42M | 0.87% | +3,402+4.6% | Added |
| ZWJ Investment Counsel Inc | 76,978 | $3.42M | 0.18% | +76,978 | New |
| Triasima Portfolio Management inc. | 77,000 | $3.43M | 0.17% | +2,250+3.0% | Added |
| Capital Investment Advisory Services, LLC | 77,022 | $3.43M | 0.41% | +854+1.1% | Added |
| Busey Wealth Management | 77,429 | $3.44M | 0.13% | −2,063−2.6% | Reduced |
| Eagle Capital Management LLC | 77,700 | $3.46M | 0.01% | −30,462−28.2% | Reduced |
| Asset Dedication, LLC | 77,889 | $3.46M | 0.42% | +10,587+15.7% | Added |
| Cadence Bank NA | 77,770 | $3.46M | 0.94% | +179+0.2% | Added |
| Brookmont Capital Management | 78,170 | $3.48M | 1.84% | −3,062−3.8% | Reduced |
| Andra AP-fonden | 78,300 | $3.48M | 0.07% | −24,100−23.5% | Reduced |
| Beaumont Financial Partners, LLC | 78,415 | $3.49M | 0.25% | −3,820−4.6% | Reduced |
| Geneos Wealth Management Inc. | 78,639 | $3.50M | 0.13% | −3,730−4.5% | Reduced |
| Perigon Wealth Management, LLC | 78,667 | $3.50M | 0.25% | +10,008+14.6% | Added |
| Abbrea Capital, LLC | 78,831 | $3.51M | 0.47% | +3,120+4.1% | Added |
| Assenagon Asset Management S.A. | 78,945 | $3.51M | 0.01% | −2,096−2.6% | Reduced |
| First Horizon Advisors, Inc. | 79,213 | $3.52M | 0.11% | −9,418−10.6% | Reduced |
| Wintrust Investments LLC | 79,311 | $3.53M | 0.34% | +79,311 | New |
| Alps Advisors Inc | 79,460 | $3.54M | 0.04% | +3,913+5.2% | Added |
| Prudential PLC | 79,481 | $3.54M | 0.05% | +67,828+582.1% | Added |
| Coastline Trust Co | 79,666 | $3.54M | 0.40% | +3,205+4.2% | Added |
| Sutton Wealth Advisors Inc. | 79,752 | $3.55M | 1.18% | +1,451+1.9% | Added |
| Court Place Advisors, LLC | 79,820 | $3.55M | 0.98% | −434−0.5% | Reduced |
| Quinn Opportunity Partners LLC | 80,000 | $3.56M | 0.22% | −132,808−62.4% | Reduced |
| Aull & Monroe Investment Management Corp | 80,191 | $3.57M | 1.59% | −300−0.4% | Reduced |
| Ritholtz Wealth Management | 80,228 | $3.57M | 0.22% | +8,235+11.4% | Added |
| Gotham Asset Management, LLC | 80,357 | $3.58M | 0.12% | +14,354+21.7% | Added |
| Duff & Phelps Investment Management Co | 80,463 | $3.58M | 0.04% | +326+0.4% | Added |
| Modera Wealth Management, LLC | 80,632 | $3.59M | 0.14% | +34,189+73.6% | Added |
| Neville Rodie & Shaw Inc | 80,734 | $3.59M | 0.25% | −1,600−1.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 80,984 | $3.60M | 1.63% | −436−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 81,518 | $3.63M | 0.35% | +51,157+168.5% | Added |
| Integrated Advisors Network LLC | 81,520 | $3.63M | 0.21% | +5,545+7.3% | Added |
| AdvisorNet Financial, Inc | 81,574 | $3.63M | 0.22% | −1,965−2.4% | Reduced |