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 | 3,493 | $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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 6,373 | $284.0K | 0.05% | +1,095+20.7% | Added |
| Cherrydale Wealth Management, LLC | 6,405 | $285.0K | 0.21% | +6,405 | New |
| Peak Asset Management, LLC | 6,430 | $286.0K | 0.07% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 6,432 | $286.0K | 0.03% | +6,432 | New |
| Capital Performance Advisors LLP | 6,288 | $286.0K | 0.17% | +6,288 | New |
| BFSG, LLC | 6,449 | $287.0K | 0.04% | −1,345−17.3% | Reduced |
| Skba Capital Management LLC | 6,450 | $287.0K | 0.05% | −80−1.2% | Reduced |
| Ambassador Advisors, LLC | 6,448 | $287.0K | 0.05% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,473 | $288.0K | 0.04% | +173+2.7% | Added |
| Von Berge Wealth Management Group, LLC | 6,238 | $288.0K | 0.27% | +6,238 | New |
| Ahl Investment Management, Inc. | 6,471 | $288.0K | 0.26% | +6,471 | New |
| Hills Bank & Trust Co | 6,527 | $290.0K | 0.04% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 6,543 | $291.0K | 0.11% | +29+0.4% | Added |
| Port Capital LLC | 6,590 | $293.0K | 0.02% | 00.0% | Unchanged |
| Unio Capital LLC | 6,600 | $294.0K | 1.05% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 6,641 | $295.0K | 0.18% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,629 | $295.0K | 0.15% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,626 | $295.0K | 0.12% | +1,652+33.2% | Added |
| Auxano Advisors, LLC | 6,680 | $297.0K | 0.13% | +6,680 | New |
| Southland Equity Partners LLC | 6,683 | $297.3K | 0.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 6,698 | $298.0K | 0.26% | +741+12.4% | Added |
| TSFG, LLC | 6,751 | $300.0K | 0.10% | +111+1.7% | Added |
| Arcus Capital Partners, LLC | 6,758 | $301.0K | 0.10% | +148+2.2% | Added |
| Smallwood Wealth Investment Management, LLC | 6,767 | $301.0K | 0.28% | +6,767 | New |
| Trellis Advisors, LLC | 6,780 | $302.0K | 0.14% | −259−3.7% | Reduced |
| Karp Capital Management Corp | 6,797 | $302.0K | 0.04% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 6,797 | $302.0K | 0.12% | +538+8.6% | Added |
| KRS Capital Management, LLC | 6,820 | $303.0K | 0.26% | +6,820 | New |
| Dumont & Blake Investment Advisors LLC | 6,830 | $304.0K | 0.08% | −400−5.5% | Reduced |
| Phocas Financial Corp. | 6,830 | $304.0K | 0.04% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 6,832 | $304.0K | 0.22% | +6,832 | New |
| Cypress Capital, LLC | 6,855 | $305.0K | 0.03% | +200+3.0% | Added |
| Harvest Fund Management Co., Ltd | 6,872 | $305.0K | 0.05% | +3,091+81.8% | Added |
| Northwest Bancshares, Inc. | 6,880 | $306.0K | 0.06% | −200−2.8% | Reduced |
| Cassia Capital Partners, LLC | 6,880 | $306.0K | 0.21% | +6,880 | New |
| Future Financial Wealth Managment LLC | 6,650 | $307.0K | 0.25% | +10+0.2% | Added |
| Cottonwood Capital Advisors, LLC | 6,901 | $307.0K | 0.24% | +6,901 | New |
| Private Wealth Advisors | 6,928 | $308.0K | 0.10% | −91−1.3% | Reduced |
| American Money Management, LLC | 6,923 | $308.0K | 0.08% | +944+15.8% | Added |
| Willow Creek Wealth Management Inc. | 6,947 | $309.0K | 0.06% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,200 | $309.0K | 0.44% | −4,800−80.0% | Reduced |
| Pacific Center for Financial Services | 6,990 | $311.0K | 0.13% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 6,987 | $311.0K | 0.06% | +1,546+28.4% | Added |
| MQS Management LLC | 6,996 | $311.0K | 0.50% | +6,996 | New |
| Planning Center, Inc. | 6,642 | $311.0K | 0.25% | +6,642 | New |
| Compass Financial Advisors LLC | 7,020 | $312.0K | 0.34% | +7,020 | New |
| Amplius Wealth Advisors, LLC | 7,048 | $313.0K | 0.04% | +7,048 | New |
| Aspire Wealth Management Corp | 7,038 | $313.0K | 0.25% | +7,038 | New |
| StrategIQ Financial Group, LLC | 7,049 | $314.0K | 0.03% | +1,867+36.0% | Added |
| Stiles Financial Services Inc | 7,091 | $315.0K | 0.15% | +7,091 | New |
| Hummer Financial Advisory Services Inc | 7,092 | $316.0K | 0.27% | −316−4.3% | Reduced |
| Wolff Wiese Magana LLC | 7,085 | $316.0K | 0.20% | +212+3.1% | Added |
| Sandbox Financial Partners, LLC | 7,106 | $316.0K | 0.20% | +1,512+27.0% | Added |
| EPG Wealth Management LLC | 7,115 | $317.0K | 0.11% | +1,053+17.4% | Added |
| Thompson Davis & Co., Inc. | 7,125 | $317.0K | 0.26% | +7,125 | New |
| Versant Capital Management, Inc | 7,158 | $318.0K | 0.10% | +87+1.2% | Added |
| Trust Co of Oklahoma | 7,155 | $318.3K | 0.11% | −315−4.2% | Reduced |
| Heck Capital Advisors, LLC | 7,155 | $318.3K | 0.06% | +7,155 | New |
| Ellis Investment Partners, LLC | 7,177 | $319.0K | 0.07% | +916+14.6% | Added |
| Financial Engines Advisors L.L.C. | 7,242 | $322.0K | 0.00% | −1,821−20.1% | Reduced |
| Winslow Asset Management Inc | 7,232 | $322.0K | 0.06% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 7,237 | $322.0K | 0.22% | +7,237 | New |
| Klingman & Associates, LLC | 7,252 | $323.0K | 0.03% | +922+14.6% | Added |
| Kelman-Lazarov, Inc. | 7,292 | $324.0K | 0.10% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 7,285 | $324.0K | 0.07% | 00.0% | Unchanged |
| GenTrust, LLC | 6,895 | $324.0K | 0.03% | −217−3.1% | Reduced |
| Opal Wealth Advisors, LLC | 7,287 | $324.0K | 0.20% | +2,029+38.6% | Added |
| Bridgeworth, LLC | 7,345 | $327.0K | 0.07% | +18+0.2% | Added |
| Wells Trecaso Financial Group, LLC | 7,346 | $327.0K | 0.14% | +404+5.8% | Added |
| F3Logic, LLC | 7,403 | $329.0K | 0.04% | −500−6.3% | Reduced |
| Soltis Investment Advisors LLC | 7,393 | $329.0K | 0.05% | +403+5.8% | Added |
| Vishria Bird Financial Group, LLC | 7,422 | $330.0K | 0.15% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,437 | $331.0K | 0.16% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,150 | $332.0K | 0.00% | −32,836−82.1% | Reduced |
| AGF Investments LLC | 7,457 | $332.0K | 0.03% | −1,494−16.7% | Reduced |
| J. W. Coons Advisors, LLC | 7,461 | $333.0K | 0.10% | −4,800−39.1% | Reduced |
| Private Management Group Inc | 7,494 | $333.0K | 0.01% | −878−10.5% | Reduced |
| Haverford Trust Co | 7,494 | $333.0K | 0.00% | +588+8.5% | Added |
| Apollon Wealth Management, LLC | 7,505 | $334.0K | 0.03% | −7,288−49.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,506 | $334.0K | 0.18% | −2,694−26.4% | Reduced |
| Allen Investment Management LLC | 7,498 | $334.0K | 0.00% | 00.0% | Unchanged |
| Narwhal Capital Management | 7,497 | $334.0K | 0.04% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 7,515 | $334.0K | 0.15% | +2,696+55.9% | Added |
| Texas Capital Bancshares Inc | 7,529 | $335.0K | 0.20% | −22−0.3% | Reduced |
| Hudson Value Partners, LLC | 7,537 | $335.0K | 0.16% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 7,517 | $335.0K | 0.33% | +7,517 | New |
| Intrua Financial, LLC | 7,569 | $337.0K | 0.06% | −35−0.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 7,585 | $337.0K | 0.19% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 7,567 | $337.0K | 0.09% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $337.0K | 0.14% | 00.0% | Unchanged |
| Addison Advisors LLC | 7,583 | $337.0K | 0.21% | +5,344+238.7% | Added |
| Indie Asset Partners, LLC | 7,589 | $338.0K | 0.25% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 7,603 | $338.2K | 0.12% | +15+0.2% | Added |
| Investment Advisory Group, LLC | 6,920 | $339.0K | 0.22% | +6,920 | New |
| Fortis Advisors, LLC | 7,643 | $340.0K | 0.20% | 00.0% | Unchanged |
| January Capital Advisors LLC | 7,648 | $340.0K | 0.27% | +7,648 | New |
| Vivid Financial Management, Inc. | 7,672 | $341.0K | 0.13% | −359−4.5% | Reduced |
| Morling Financial Advisors, LLC | 7,665 | $341.0K | 0.33% | +7,665 | New |
| Norway Savings Bank | 7,684 | $342.0K | 0.15% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,737 | $344.0K | 0.16% | 00.0% | Unchanged |