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 |
|---|---|---|---|---|---|
| Financial & Tax Architects, LLC | 5,302 | $235.9K | 0.10% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 5,310 | $236.0K | 0.13% | +5,310 | New |
| Botty Investors LLC | 5,321 | $237.0K | 0.07% | −1,567−22.7% | Reduced |
| Okabena Investment Services Inc | 5,319 | $237.0K | 0.09% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 5,323 | $237.0K | 0.00% | +5,323 | New |
| Heron Financial Group, LLC | 5,041 | $237.0K | 0.13% | +5,041 | New |
| Nexus Investment Management ULC | 5,350 | $238.0K | 0.02% | −2,000−27.2% | Reduced |
| Clear Perspective Advisors, LLC | 5,355 | $238.0K | 0.07% | −218−3.9% | Reduced |
| Commons Capital, LLC | 5,355 | $238.0K | 0.24% | +5,355 | New |
| Poplar Forest Capital LLC | 5,380 | $239.0K | 0.03% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 5,373 | $239.0K | 0.24% | +5,373 | New |
| Family Firm, Inc. | 5,384 | $240.0K | 0.06% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 5,400 | $240.0K | 0.08% | 00.0% | Unchanged |
| RS Crum Inc. | 5,400 | $240.0K | 0.13% | +5,400 | New |
| Hotaling Investment Management, LLC | 5,391 | $240.0K | 0.08% | +5,391 | New |
| Northwest Wealth Management, LLC | 5,415 | $241.0K | 0.11% | +9+0.2% | Added |
| MAS Advisors LLC | 5,414 | $241.0K | 0.18% | +5,414 | New |
| Independent Wealth Network Inc. | 5,450 | $242.0K | 0.15% | +460+9.2% | Added |
| Riggs Asset Managment Co. Inc. | 5,436 | $242.0K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,431 | $242.0K | 0.06% | +37+0.7% | Added |
| Benchmark Investment Advisors LLC | 5,429 | $242.0K | 0.20% | +5,429 | New |
| SFMG, LLC | 5,469 | $243.0K | 0.02% | +440+8.7% | Added |
| Monticello Wealth Management, LLC | 5,461 | $243.0K | 0.02% | +5,461 | New |
| Eagle Bay Advisors LLC | 5,477 | $244.0K | 0.16% | −1,178−17.7% | Reduced |
| Affinity Wealth Management LLC | 5,171 | $245.0K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 5,171 | $245.0K | 0.06% | +5,171 | New |
| Seldon Capital LP | 5,502 | $245.0K | 0.16% | +5,502 | New |
| Apella Capital, LLC | 5,555 | $247.0K | 0.03% | −91−1.6% | Reduced |
| Landaas & Co | 5,560 | $247.0K | 0.13% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,544 | $247.0K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,546 | $247.0K | 0.10% | +4+0.1% | Added |
| Sabal Trust CO | 5,575 | $248.0K | 0.02% | −2,354−29.7% | Reduced |
| James Hambro & Partners | 5,567 | $248.0K | 0.02% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 5,604 | $249.0K | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,602 | $249.0K | 0.24% | +5,602 | New |
| Schneider Downs Wealth Management Advisors, LP | 5,647 | $251.0K | 0.06% | −2,422−30.0% | Reduced |
| North Star Asset Management Inc | 5,661 | $252.0K | 0.01% | −105−1.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,119 | $252.0K | 0.11% | +10.0% | Added |
| Delphia (USA) Inc. | 5,666 | $252.0K | 0.27% | +5,666 | New |
| LifeSteps Financial, Inc. | 5,690 | $253.0K | 0.18% | −1,391−19.6% | Reduced |
| Avenue 1 Advisors, LLC | 5,679 | $253.0K | 0.13% | −48−0.8% | Reduced |
| Gould Asset Management LLC | 5,682 | $253.0K | 0.07% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 5,678 | $253.0K | 0.17% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 5,810 | $258.5K | 0.15% | +5,810 | New |
| Chatham Capital Group, Inc. | 5,815 | $259.0K | 0.05% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,832 | $259.0K | 0.05% | +86+1.5% | Added |
| Brown Miller Wealth Management, LLC | 5,861 | $260.0K | 0.15% | +35+0.6% | Added |
| Camden Capital, LLC | 5,873 | $261.0K | 0.06% | −7,579−56.3% | Reduced |
| DDD Partners, LLC | 5,865 | $261.0K | 0.04% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $262.0K | 0.16% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,910 | $263.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 5,919 | $263.0K | 0.07% | +10.0% | Added |
| Jackson Hole Capital Partners, LLC | 5,935 | $264.0K | 0.08% | −1,330−18.3% | Reduced |
| Hengehold Capital Management LLC | 5,937 | $264.0K | 0.03% | −49−0.8% | Reduced |
| Sage Rhino Capital LLC | 5,926 | $264.0K | 0.07% | +49+0.8% | Added |
| Magnolia Capital Advisors LLC | 5,934 | $264.0K | 0.08% | +870+17.2% | Added |
| Inverness Counsel LLC | 5,951 | $265.0K | 0.01% | −1,635−21.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 5,961 | $265.0K | 0.09% | −1,539−20.5% | Reduced |
| Scott Capital Advisors, LLC | 5,963 | $265.0K | 0.16% | +5,963 | New |
| Corrigan Financial, Inc. | 5,971 | $265.7K | 0.08% | +10.0% | Added |
| Hemington Wealth Management | 8,768 | $266.0K | 0.12% | −1,183−11.9% | Reduced |
| Trust Co of Toledo NA | 5,964 | $266.0K | 0.04% | +31+0.5% | Added |
| TCWP LLC | 5,979 | $266.0K | 0.05% | +5,979 | New |
| Siena Capital LLC | 5,974 | $266.0K | 0.15% | +5,974 | New |
| Palisade Capital Management LLC | 6,000 | $267.0K | 0.01% | −2,000−25.0% | Reduced |
| Bradley Mark J. | 6,000 | $267.0K | 0.17% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 6,005 | $267.0K | 0.29% | +6,005 | New |
| Bluesphere Advisors, LLC | 6,027 | $268.0K | 0.22% | +6,027 | New |
| Signet Investment Advisory Group, Inc. | 6,050 | $269.0K | 0.15% | −550−8.3% | Reduced |
| Wela Strategies, Inc. | 6,040 | $269.0K | 0.13% | −21−0.3% | Reduced |
| Arbor Wealth Management, LLC | 6,047 | $269.0K | 0.06% | +152+2.6% | Added |
| Widmann Financial Services, Inc. | 6,058 | $269.0K | 0.22% | +6,058 | New |
| Chesapeake Wealth Management | 6,065 | $270.0K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 6,100 | $271.0K | 0.19% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 6,093 | $271.0K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,097 | $271.0K | 0.09% | +6,097 | New |
| Ackerman Capital Advisors, LLC | 6,124 | $272.0K | 0.06% | −259−4.1% | Reduced |
| Powell Investment Advisors, LLC | 6,111 | $272.0K | 0.15% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 6,107 | $272.0K | 0.02% | +395+6.9% | Added |
| Tobam | 6,119 | $272.0K | 0.01% | +895+17.1% | Added |
| Kaizen Financial Strategies | 6,134 | $273.0K | 0.20% | −550−8.2% | Reduced |
| LGL Partners, LLC | 6,139 | $273.0K | 0.03% | +899+17.2% | Added |
| Range Financial Group LLC | 6,150 | $274.0K | 0.18% | −487−7.3% | Reduced |
| Mission Financial Group, LLC | 4,994 | $274.7K | 0.26% | +4,994 | New |
| Retirement Group, LLC | 6,180 | $275.0K | 0.12% | −1,650−21.1% | Reduced |
| Asset Advisors Investment Management, LLC | 6,200 | $276.0K | 0.03% | +400+6.9% | Added |
| Meritage Portfolio Management | 6,244 | $278.0K | 0.02% | −81,841−92.9% | Reduced |
| Professional Advisory Services Inc | 6,242 | $278.0K | 0.04% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 6,260 | $278.0K | 0.12% | +6,260 | New |
| Jacobson & Schmitt Advisors, LLC | 6,250 | $278.0K | 0.07% | +6,250 | New |
| Atlas Private Wealth Advisors | 6,297 | $280.0K | 0.13% | −1,134−15.3% | Reduced |
| Southern Capital Advisors, LLC | 6,296 | $280.0K | 0.17% | +6,296 | New |
| TL Private Wealth | 6,176 | $281.0K | 0.16% | 00.0% | Unchanged |
| WP Advisors, LLC | 6,318 | $281.0K | 0.12% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 6,320 | $281.0K | 0.13% | +8+0.1% | Added |
| UMA Financial Services, Inc. | 5,711 | $281.0K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 6,323 | $281.0K | 0.21% | +991+18.6% | Added |
| Cardiff Park Advisors, LLC | 6,337 | $282.0K | 0.04% | +6,337 | New |
| Ballast Advisors LLC | 6,351 | $283.0K | 0.11% | +117+1.9% | Added |
| Elm Advisors, LLC | 6,375 | $284.0K | 0.16% | 00.0% | Unchanged |