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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 7,730 | $344.0K | 0.02% | +7,730 | New |
| Hobart Private Capital, LLC | 7,752 | $344.9K | 0.13% | −17,613−69.4% | Reduced |
| Well Done, LLC | 7,749 | $345.0K | 0.07% | −4,225−35.3% | Reduced |
| DSC Advisors, L.P. | 7,746 | $345.0K | 0.40% | −870−10.1% | Reduced |
| JCIC Asset Management Inc. | 7,762 | $345.0K | 0.10% | +935+13.7% | Added |
| Summit Asset Management, LLC | 7,756 | $345.0K | 0.10% | +1,046+15.6% | Added |
| Hardy Reed LLC | 7,780 | $346.0K | 0.06% | −902−10.4% | Reduced |
| Nicolet Bankshares Inc | 7,777 | $346.0K | 0.08% | +510+7.0% | Added |
| Weaver Consulting Group | 7,770 | $346.0K | 0.17% | +1,108+16.6% | Added |
| Zhang Financial LLC | 7,798 | $347.0K | 0.06% | +1,250+19.1% | Added |
| Seven Eight Capital, LP | 7,802 | $347.0K | 0.06% | +7,802 | New |
| Global Trust Asset Management, LLC | 7,811 | $348.0K | 0.14% | +5,211+200.4% | Added |
| Alterity Financial Group, LLC | 7,812 | $348.0K | 0.38% | +7,812 | New |
| Marshall Financial Group Inc | 7,847 | $349.0K | 0.14% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7,851 | $349.0K | 0.07% | +157+2.0% | Added |
| Nelson Capital Management, LLC | 7,872 | $350.0K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,864 | $350.0K | 0.08% | +879+12.6% | Added |
| Cozad Asset Management Inc | 7,915 | $352.0K | 0.05% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 7,922 | $352.0K | 0.02% | 00.0% | Unchanged |
| King Wealth | 7,911 | $352.0K | 0.07% | +800+11.3% | Added |
| All Season Financial Advisors, Inc. | 7,935 | $353.0K | 0.25% | +7,935 | New |
| First Nebraska Trust Co | 7,954 | $353.9K | 0.04% | −226−2.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,963 | $354.0K | 0.32% | +7,963 | New |
| DFPG Investments, LLC | 7,752 | $355.0K | 0.15% | −30,582−79.8% | Reduced |
| Corbett Road Capital Management, LLC | 7,983 | $355.0K | 0.61% | −791−9.0% | Reduced |
| Beck Bode, LLC | 8,009 | $356.0K | 0.09% | −223−2.7% | Reduced |
| Tacita Capital Inc | 8,001 | $356.0K | 0.20% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 7,980 | $356.0K | 0.17% | +8+0.1% | Added |
| Highview Capital Management LLC | 7,992 | $356.0K | 0.23% | +7,992 | New |
| United Bank | 8,026 | $357.0K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,049 | $357.0K | 0.17% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 8,031 | $357.0K | 0.27% | +2,000+33.2% | Added |
| BSW Wealth Partners | 8,051 | $358.0K | 0.09% | −111−1.4% | Reduced |
| Affinity Capital Advisors, LLC | 8,058 | $358.0K | 0.11% | −100−1.2% | Reduced |
| Violich Capital Management, Inc. | 8,039 | $358.0K | 0.05% | +375+4.9% | Added |
| Matrix Private Capital Group LLC | 8,037 | $358.0K | 0.17% | +698+9.5% | Added |
| ForthRight Wealth Management, LLC | 8,068 | $359.0K | 0.20% | +400+5.2% | Added |
| Ocean Capital Management, LLC | 8,070 | $360.0K | 0.14% | −170−2.1% | Reduced |
| Vivaldi Capital Management, LLC | 8,122 | $361.0K | 0.08% | +36+0.4% | Added |
| Kozak & Associates, Inc. | 8,921 | $363.0K | 0.23% | +25+0.3% | Added |
| Callan Capital, LLC | 8,176 | $364.0K | 0.05% | +2,961+56.8% | Added |
| Select Asset Management & Trust | 8,199 | $365.0K | 0.24% | −10.0% | Reduced |
| Pflug Koory, LLC | 8,200 | $365.0K | 0.18% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,209 | $366.0K | 0.01% | −12,726−60.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 8,250 | $367.0K | 0.42% | +8,250 | New |
| Pennsylvania Capital Management Inc | 8,285 | $369.0K | 0.13% | −5,340−39.2% | Reduced |
| Wellington Shields & Co., LLC | 8,298 | $369.0K | 0.07% | +8,298 | New |
| Ycg, LLC | 8,317 | $370.0K | 0.03% | −208,730−96.2% | Reduced |
| Grandfield & Dodd, LLC | 8,372 | $370.0K | 0.02% | −298−3.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 8,324 | $370.0K | 0.04% | −165−1.9% | Reduced |
| Oak Asset Management, LLC | 8,315 | $370.0K | 0.14% | +1,120+15.6% | Added |
| Revolve Wealth Partners, LLC | 8,326 | $370.0K | 0.11% | +8,326 | New |
| KB Financial Partners, LLC | 8,344 | $371.0K | 0.11% | +102+1.2% | Added |
| Staley Capital Advisers Inc | 8,342 | $371.0K | 0.02% | +889+11.9% | Added |
| Sterling Investment Counsel, LLC | 8,344 | $371.0K | 0.25% | +8,344 | New |
| Horizon Wealth Management, LLC | 8,362 | $372.0K | 0.11% | +8,362 | New |
| Austin Private Wealth, LLC | 8,397 | $374.0K | 0.08% | 00.0% | Unchanged |
| HGI Capital Management, LLC | 8,445 | $376.0K | 0.15% | −196−2.3% | Reduced |
| Boltwood Capital Management | 8,442 | $376.0K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 8,447 | $376.0K | 0.03% | +226+2.7% | Added |
| Aveo Capital Partners, LLC | 8,453 | $376.0K | 0.07% | +507+6.4% | Added |
| Collective Family Office LLC | 8,480 | $377.0K | 0.15% | +100+1.2% | Added |
| Smith Anglin Financial, LLC | 8,473 | $377.0K | 0.06% | +163+2.0% | Added |
| Verus Financial Partners, Inc. | 8,490 | $378.0K | 0.05% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 8,490 | $378.0K | 0.22% | −349−3.9% | Reduced |
| Sanders Morris Harris LLC | 8,519 | $379.0K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8,523 | $379.0K | 0.17% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 8,547 | $380.0K | 0.16% | +1,674+24.4% | Added |
| Sage Investment Advisers LLC | 8,541 | $380.0K | 0.49% | +8,541 | New |
| Hall Laurie J Trustee | 8,557 | $381.0K | 0.13% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,566 | $381.0K | 0.10% | +440+5.4% | Added |
| Round Table Services, LLC | 8,671 | $386.0K | 0.07% | −428−4.7% | Reduced |
| CoreFirst Bank & Trust | 8,692 | $387.0K | 0.25% | −150−1.7% | Reduced |
| Gray Wealth Management Inc. | 8,700 | $387.0K | 0.19% | +507+6.2% | Added |
| Bellevue Asset Management, LLC | 8,727 | $388.0K | 0.23% | −283−3.1% | Reduced |
| Resource Planning Group | 8,741 | $389.0K | 0.26% | −2,522−22.4% | Reduced |
| MEMBERS Trust Co | 8,776 | $390.0K | 0.01% | +447+5.4% | Added |
| Strategic Blueprint, LLC | 8,772 | $390.0K | 0.05% | +2,985+51.6% | Added |
| Atticus Wealth Management, LLC | 8,811 | $392.0K | 0.15% | +8,776+25,074.3% | Added |
| Cape Cod Five Cents Savings Bank | 8,853 | $394.0K | 0.04% | +93+1.1% | Added |
| Garrett Investment Advisors LLC | 8,883 | $395.0K | 0.10% | +3,183+55.8% | Added |
| Security Asset Management | 8,893 | $396.0K | 0.15% | −10.0% | Reduced |
| Delta Investment Management, LLC | 8,898 | $396.0K | 0.11% | +20.0% | Added |
| Measured Wealth Private Client Group, LLC | 8,918 | $397.0K | 0.14% | −160−1.8% | Reduced |
| Hamilton Capital, LLC | 8,954 | $398.0K | 0.03% | +1,873+26.5% | Added |
| Family Management Corp | 8,963 | $399.0K | 0.10% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,969 | $399.0K | 0.30% | +8,969 | New |
| Calton & Associates, Inc. | 8,992 | $400.0K | 0.11% | −4,909−35.3% | Reduced |
| Allred Capital Management, LLC | 9,001 | $400.0K | 0.19% | −29−0.3% | Reduced |
| OneAscent Wealth Management LLC | 8,985 | $400.0K | 1.00% | +8,985 | New |
| Madison Wealth Partners, Inc | 9,009 | $401.0K | 0.20% | −759−7.8% | Reduced |
| Smith, Moore & Co. | 9,056 | $403.0K | 0.06% | +20.0% | Added |
| MJP Associates Inc | 8,720 | $403.0K | 0.12% | +58+0.7% | Added |
| SG3 Management, LLC | 9,089 | $404.0K | 0.04% | +4,589+102.0% | Added |
| New World Advisors LLC | 9,102 | $405.0K | 0.19% | −800−8.1% | Reduced |
| Saiph Capital, LLC | 9,144 | $406.8K | 0.27% | +9,144 | New |
| Rock Creek Group, LP | 9,158 | $407.0K | 0.06% | −261−2.8% | Reduced |
| Alliance Wealth Management Group | 9,180 | $408.0K | 0.13% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 9,179 | $408.0K | 0.14% | +658+7.7% | Added |
| NuWave Investment Management, LLC | 9,232 | $411.0K | 0.47% | +9,232 | New |