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 |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 9,246 | $411.0K | 0.41% | +9,246 | New |
| My Personal CFO, LLC | 9,248 | $411.0K | 0.36% | +9,248 | New |
| Cypress Capital Management LLC | 9,291 | $413.0K | 0.05% | +331+3.7% | Added |
| Ironwood Investment Management LLC | 9,333 | $415.0K | 0.21% | −200−2.1% | Reduced |
| Executive Wealth Management, LLC | 9,330 | $415.0K | 0.04% | +9,330 | New |
| Palisades Hudson Asset Management, L.P. | 9,332 | $416.0K | 0.18% | +149+1.6% | Added |
| KC Investment Advisors, LLC | 9,373 | $417.0K | 0.28% | +1,398+17.5% | Added |
| Clear Creek Financial Management, LLC | 9,389 | $418.0K | 0.06% | −211−2.2% | Reduced |
| Coastal Capital Group, Inc. | 9,388 | $418.0K | 0.09% | +73+0.8% | Added |
| Lokken Investment Group LLC | 9,456 | $421.0K | 0.30% | −400−4.1% | Reduced |
| Capital City Trust Co | 9,485 | $422.0K | 0.12% | −850−8.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,480 | $422.0K | 0.08% | −411−4.2% | Reduced |
| Baker Ellis Asset Management LLC | 9,480 | $422.0K | 0.07% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 9,475 | $422.0K | 0.25% | +730+8.3% | Added |
| Alan B. Lancz & Associates, Inc. | 9,478 | $422.0K | 0.37% | +9,478 | New |
| Rosenberg Matthew Hamilton | 9,512 | $423.0K | 0.15% | +2,280+31.5% | Added |
| Bath Savings Trust Co | 9,550 | $425.0K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 9,581 | $426.0K | 0.09% | +20+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 9,567 | $426.0K | 0.04% | +600+6.7% | Added |
| Bridgecreek Investment Management, LLC | 9,646 | $429.0K | 0.06% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 8,795 | $429.0K | 0.26% | +300+3.5% | Added |
| Univest Financial Corp | 9,646 | $429.0K | 0.11% | +140+1.5% | Added |
| Mayfair Advisory Group, LLC | 9,102 | $429.0K | 0.57% | +1,861+25.7% | Added |
| Continuum Advisory, LLC | 9,659 | $430.0K | 0.10% | −81−0.8% | Reduced |
| First Bank & Trust | 9,671 | $430.0K | 0.18% | +743+8.3% | Added |
| Onyx Bridge Wealth Group LLC | 9,325 | $431.0K | 0.15% | +898+10.7% | Added |
| Fermata Advisors, LLC | 9,692 | $431.0K | 0.16% | +827+9.3% | Added |
| Rockwood Wealth Management, LLC | 9,710 | $432.0K | 0.19% | +9,710 | New |
| Sound Income Strategies, LLC | 9,718 | $432.0K | 0.05% | +4,361+81.4% | Added |
| Ontario Teachers Pension Plan Board | 9,706 | $432.0K | 0.01% | +9,706 | New |
| Financial Management Professionals, Inc. | 9,733 | $433.0K | 0.09% | −80−0.8% | Reduced |
| Carlson Capital Management | 9,758 | $434.0K | 0.04% | +916+10.4% | Added |
| Glen Eagle Advisors, LLC | 9,757 | $434.1K | 0.11% | +212+2.2% | Added |
| Single Point Partners, LLC | 9,780 | $435.0K | 0.12% | +9,780 | New |
| Berkeley Capital Partners, LLC | 9,789 | $436.0K | 0.18% | −68−0.7% | Reduced |
| Valmark Advisers, Inc. | 9,803 | $436.0K | 0.01% | +1,315+15.5% | Added |
| Fortress Wealth Group, LLC | 8,848 | $436.0K | 0.32% | +515+6.2% | Added |
| Punch & Associates Investment Management, Inc. | 9,845 | $438.0K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 9,840 | $438.0K | 0.04% | +297+3.1% | Added |
| Strategy Asset Managers LLC | 9,859 | $439.0K | 0.11% | −4,846−33.0% | Reduced |
| Colonial River Wealth Management, LLC | 9,859 | $439.0K | 0.24% | +9,859 | New |
| Jacobs & Co | 9,908 | $440.0K | 0.05% | −1,600−13.9% | Reduced |
| Van Strum & Towne Inc. | 9,884 | $440.0K | 0.16% | +60+0.6% | Added |
| Patriot Investment Management Inc. | 9,926 | $441.0K | 0.04% | −427−4.1% | Reduced |
| JFS Wealth Advisors, LLC | 9,918 | $441.0K | 0.04% | +341+3.6% | Added |
| MBA Advisors LLC | 9,913 | $441.0K | 0.27% | +3,629+57.7% | Added |
| Saxon Interests, Inc. | 8,963 | $441.0K | 0.25% | +8,963 | New |
| Mason & Associates Inc | 9,906 | $441.0K | 0.13% | +9,906 | New |
| Bell Bank | 9,957 | $443.0K | 0.05% | 00.0% | Unchanged |
| Provident Trust Co | 9,957 | $443.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 9,979 | $444.0K | 0.35% | −5,500−35.5% | Reduced |
| Red Wave Investments LLC | 9,976 | $444.0K | 0.15% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 9,974 | $444.0K | 0.18% | +2,511+33.6% | Added |
| Quattro Financial Advisors LLC | 10,000 | $445.0K | 0.16% | 00.0% | Unchanged |
| Brave Asset Management Inc | 9,995 | $445.0K | 0.12% | +248+2.5% | Added |
| WFA of San Diego, LLC | 10,006 | $445.0K | 0.26% | +1,985+24.7% | Added |
| Northcape Wealth Management, LLC | 10,000 | $445.0K | 0.15% | +10,000 | New |
| RMR Wealth Builders | 10,024 | $446.0K | 0.13% | −3,326−24.9% | Reduced |
| Voya Financial Advisors, Inc. | 10,079 | $449.0K | 0.05% | −2,963−22.7% | Reduced |
| JGP Wealth Management, LLC | 9,509 | $449.0K | 0.08% | +91+1.0% | Added |
| Lebenthal Global Advisors, LLC | 10,159 | $451.0K | 0.18% | +4,313+73.8% | Added |
| Valtinson Bruner Financial Planning LLC | 10,215 | $454.0K | 0.25% | +36+0.4% | Added |
| CFM Wealth Partners LLC | 9,832 | $454.0K | 0.10% | −198−2.0% | Reduced |
| Garde Capital, Inc. | 10,215 | $454.0K | 0.04% | +4,610+82.2% | Added |
| Ferguson Wellman Capital Management, Inc | 10,225 | $455.0K | 0.01% | +1,100+12.1% | Added |
| Straight Path Wealth Management | 10,260 | $456.0K | 0.40% | +10,260 | New |
| CFO4Life Group, LLC | 10,274 | $457.0K | 0.09% | +3,786+58.4% | Added |
| 44 Wealth Management LLC | 10,272 | $457.0K | 0.16% | +4,080+65.9% | Added |
| Shepherd Kaplan Krochuk, LLC | 10,285 | $458.0K | 0.17% | +1,885+22.4% | Added |
| Shelton Wealth Management, LLC | 10,332 | $460.0K | 0.36% | +10,332 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,358 | $461.0K | 0.28% | −2,770−21.1% | Reduced |
| Confluence Wealth Services, Inc. | 10,370 | $461.0K | 0.15% | +10,370 | New |
| Gryphon Financial Partners LLC | 10,386 | $462.0K | 0.09% | +152+1.5% | Added |
| Schrum Private Wealth Management LLC | 10,408 | $462.0K | 0.42% | +10,408 | New |
| Osborne Partners Capital Management, LLC | 10,433 | $464.0K | 0.03% | −1,234−10.6% | Reduced |
| Sage Mountain Advisors LLC | 10,455 | $465.0K | 0.06% | +1,263+13.7% | Added |
| GSB Wealth Management, LLC | 10,526 | $468.0K | 0.13% | −4,846−31.5% | Reduced |
| Navis Wealth Advisors, LLC | 10,518 | $468.0K | 0.39% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10,527 | $468.0K | 0.07% | +1,447+15.9% | Added |
| Vigilant Capital Management, LLC | 10,512 | $468.0K | 0.03% | +5,282+101.0% | Added |
| Kraematon Investment Advisors, Inc | 10,560 | $470.0K | 0.42% | +10,560 | New |
| Cornerstone Management, Inc. | 10,600 | $471.6K | 0.13% | 00.0% | Unchanged |
| Morton Capital Management LLC | 10,602 | $471.7K | 0.19% | +10,602 | New |
| Bigelow Investment Advisors, LLC | 10,620 | $472.0K | 0.21% | +882+9.1% | Added |
| Meixler Investment Management, Ltd. | 10,600 | $472.0K | 0.49% | +10,600 | New |
| Paces Ferry Wealth Advisors, LLC | 10,622 | $473.0K | 0.34% | −2,900−21.4% | Reduced |
| Sara-Bay Financial | 10,635 | $473.0K | 0.14% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,637 | $473.0K | 0.42% | +10,637 | New |
| Sonata Capital Group Inc | 10,644 | $474.0K | 0.20% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,649 | $474.0K | 0.08% | +338+3.3% | Added |
| IFG Advisors, LLC | 10,651 | $474.0K | 0.20% | +349+3.4% | Added |
| Washington Trust Advisors, Inc. | 10,654 | $474.0K | 0.03% | +10,654 | New |
| Journey Advisory Group, LLC | 10,709 | $476.0K | 0.13% | 00.0% | Unchanged |
| Shayne & Co., LLC | 10,700 | $476.0K | 0.26% | 00.0% | Unchanged |
| Monetary Management Group Inc | 10,700 | $476.0K | 0.12% | +400+3.9% | Added |
| HBW Advisory Services LLC | 10,694 | $476.0K | 0.11% | +563+5.6% | Added |
| Sweet Financial Partners, LLC | 10,706 | $476.0K | 0.20% | +10,706 | New |
| Kahn Brothers Group Inc | 10,708 | $476.4K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 10,772 | $479.0K | 0.19% | +424+4.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,785 | $480.0K | 0.36% | −570−5.0% | Reduced |