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
- +337 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
- 78
- 968 more reduced
46 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Schubert & Co | 1,209 | $54.0K | 0.05% | +1,209 | New |
| Twin Lakes Capital Management, LLC | 1,233 | $55.0K | 0.03% | −201−14.0% | Reduced |
| Tortoise Investment Management, LLC | 1,233 | $55.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,227 | $55.0K | 0.05% | +751+157.8% | Added |
| Raffa Wealth Management, LLC | 1,288 | $57.3K | 0.02% | −89−6.5% | Reduced |
| Private Ocean, LLC | 1,309 | $58.0K | 0.01% | +430+48.9% | Added |
| Roble, Belko & Company, Inc | 1,344 | $60.0K | 0.01% | −20−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 1,345 | $60.0K | 0.01% | +20+1.5% | Added |
| Ahrens Investment Partners LLC | 1,339 | $60.0K | 0.03% | +1,339 | New |
| Hillsdale Investment Management Inc. | 1,395 | $62.0K | 0.00% | +450+47.6% | Added |
| McCarthy Asset Management, Inc. | 1,419 | $63.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,398 | $64.0K | 0.03% | +1+0.1% | Added |
| Carolina Wealth Advisors, LLC | 1,463 | $65.0K | 0.04% | +188+14.7% | Added |
| Investmark Advisory Group LLC | 1,500 | $66.0K | 0.06% | +1,500 | New |
| First Personal Financial Services | 1,503 | $67.0K | 0.01% | +3+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,518 | $67.0K | 0.04% | +1,518 | New |
| Rocky Mountain Advisers, LLC | 1,531 | $68.0K | 0.08% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,526 | $68.0K | 0.02% | +3+0.2% | Added |
| Bell Investment Advisors, Inc | 1,518 | $68.0K | 0.02% | +316+26.3% | Added |
| Barnett & Company, Inc. | 1,520 | $68.0K | 0.05% | +400+35.7% | Added |
| First Financial Corp | 1,654 | $73.0K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,670 | $74.0K | 0.02% | +30+1.8% | Added |
| Mascoma Wealth Management LLC | 1,681 | $75.0K | 0.03% | +826+96.6% | Added |
| Stephens Consulting, LLC | 1,697 | $75.5K | 0.06% | +1,697 | New |
| Avondale Wealth Management | 1,750 | $78.0K | 0.08% | −6,250−78.1% | Reduced |
| Lake Point Wealth Management | 1,781 | $79.0K | 0.03% | +51+2.9% | Added |
| United Community Bank | 1,802 | $80.2K | 0.08% | +1,802 | New |
| Baron Financial Group, LLC | 1,816 | $80.8K | 0.05% | 00.0% | Unchanged |
| Sirios Capital Management L P | 1,818 | $81.0K | 0.01% | −879−32.6% | Reduced |
| Covestor Ltd | 1,867 | $83.0K | 0.12% | +1,867 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,878 | $84.0K | 0.05% | +460+32.4% | Added |
| USA Financial Portformulas Corp | 1,895 | $84.0K | 0.07% | +570+43.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,897 | $84.5K | 0.02% | −157−7.6% | Reduced |
| Dividend Assets Capital, LLC | 2,026 | $90.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2,032 | $90.0K | 0.03% | +8+0.4% | Added |
| Smith Group Asset Management, LLC | 2,017 | $90.0K | 0.00% | +45+2.3% | Added |
| First Community Trust NA | 2,179 | $96.9K | 0.08% | +2,179 | New |
| Brewin Dolphin Wealth Management Ltd | 2,187 | $97.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 2,188 | $97.0K | 0.02% | +76+3.6% | Added |
| Hanson & Doremus Investment Management | 2,186 | $97.0K | 0.02% | +525+31.6% | Added |
| Avion Wealth | 2,211 | $98.0K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 2,236 | $99.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,299 | $102.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2,106 | $102.0K | 0.04% | +16+0.8% | Added |
| Surevest, LLC | 2,284 | $102.0K | 0.02% | +2,284 | New |
| Beaird Harris Wealth Management, LLC | 2,291 | $102.0K | 0.04% | +2,291 | New |
| Tucker Asset Management LLC | 2,298 | $102.3K | 0.03% | +368+19.1% | Added |
| Estate Counselors, LLC | 2,384 | $106.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2,420 | $108.0K | 0.01% | −93−3.7% | Reduced |
| Byrne Asset Management LLC | 2,442 | $109.0K | 0.07% | +2,442 | New |
| Ninety One SA (PTY) Ltd | 2,462 | $110.0K | 0.03% | +699+39.6% | Added |
| Barrett Asset Management, LLC | 2,528 | $112.0K | 0.00% | +228+9.9% | Added |
| Point72 Hong Kong Ltd | 2,545 | $113.0K | 0.01% | −266,200−99.1% | Reduced |
| Tower View Investment Management & Research LLC | 2,600 | $116.0K | 0.06% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,622 | $117.0K | 0.16% | +2,622 | New |
| TAP Consulting, LLC | 2,633 | $117.0K | 0.03% | +2,633 | New |
| Acima Private Wealth, LLC | 2,697 | $120.0K | 0.05% | −2,500−48.1% | Reduced |
| Carroll Investors, Inc | 2,800 | $124.0K | 0.07% | +2,800 | New |
| Penn Mutual Asset Management, LLC | 2,820 | $125.0K | 0.13% | −520−15.6% | Reduced |
| Pittenger & Anderson Inc | 2,810 | $125.0K | 0.01% | −100−3.4% | Reduced |
| Lloyd Advisory Services, LLC. | 2,839 | $126.0K | 0.06% | +1,859+189.7% | Added |
| Hayden Royal, LLC | 2,850 | $127.0K | 0.30% | +2,850 | New |
| Benjamin Edwards Inc | 2,911 | $130.0K | 0.04% | +1,835+170.5% | Added |
| Gladius Capital Management LP | 2,904 | $130.0K | 0.04% | +2,904 | New |
| Motco | 2,950 | $131.0K | 0.01% | −103−3.4% | Reduced |
| JJJ Advisors Inc. | 2,942 | $131.0K | 0.04% | −14−0.5% | Reduced |
| Aquire Wealth Advisors, LLC | 2,946 | $131.0K | 0.07% | +2,946 | New |
| MBM Wealth Consultants, LLC | 2,966 | $132.0K | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,987 | $133.0K | 0.08% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 3,000 | $134.0K | 0.11% | +3,000 | New |
| Dougherty Wealth Advisers LLC | 3,055 | $136.0K | 0.19% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3,060 | $136.0K | 0.13% | +3,060 | New |
| Canton Hathaway, LLC | 3,109 | $138.0K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3,113 | $138.0K | 0.14% | +3,113 | New |
| HC Financial Advisors Inc | 3,145 | $140.0K | 0.08% | −715−18.5% | Reduced |
| Knuff & Co LLC | 3,150 | $140.0K | 0.04% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 3,212 | $142.0K | 0.05% | −1,783−35.7% | Reduced |
| Missouri Trust & Investment Co | 3,240 | $144.0K | 0.08% | +3,240 | New |
| Operose Advisors LLC | 3,247 | $144.0K | 0.12% | +3,247 | New |
| West Oak Capital, LLC | 3,280 | $146.0K | 0.05% | −185−5.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 3,319 | $148.0K | 0.10% | +500+17.7% | Added |
| Baldrige Asset Management LLC | 3,408 | $152.0K | 0.06% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 3,454 | $154.0K | 0.07% | +3,039+732.3% | Added |
| Trust Co | 3,535 | $157.0K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,377 | $159.0K | 0.05% | +100+1.9% | Added |
| Creative Financial Designs Inc | 3,566 | $159.0K | 0.02% | +448+14.4% | Added |
| Riverview Trust Co | 3,630 | $161.0K | 0.09% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 3,662 | $163.0K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3,734 | $166.0K | 0.05% | +149+4.2% | Added |
| Northwest Investment Counselors, LLC | 3,725 | $166.0K | 0.04% | +3,725 | New |
| Tradition Wealth Management, LLC | 3,797 | $169.0K | 0.02% | −1,787−32.0% | Reduced |
| Costello Asset Management, INC | 3,824 | $170.0K | 0.10% | +100+2.7% | Added |
| Logan Capital Management Inc | 3,914 | $174.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,948 | $175.6K | 0.08% | +3+0.1% | Added |
| Kelly Financial Services LLC | 3,993 | $177.6K | 0.08% | +504+14.4% | Added |
| Bray Capital Advisors | 4,000 | $178.0K | 0.04% | +4,000 | New |
| Monolith Advisors | 4,054 | $180.0K | 0.14% | +4,054 | New |
| Blue Bell Private Wealth Management, LLC | 4,079 | $181.0K | 0.05% | +4,079 | New |
| Carmichael Hill & Associates, Inc. | 4,173 | $186.0K | 0.09% | +61+1.5% | Added |
| Bogart Wealth, LLC | 4,173 | $186.0K | 0.02% | +110+2.7% | Added |