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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.

Institutional holdersQ4 2021: 2,791 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,795 institutionsQ2 2022: 2,647 institutionsQ3 2022: 2,605 institutionsQ4 2022: 2,722 institutionsQ1 2023: 2,664 institutionsQ2 2023: 2,651 institutionsQ3 2023: 2,624 institutionsQ4 2023: 2,859 institutionsQ1 2024: 2,924 institutionsQ2 2024: 2,955 institutionsQ3 2024: 2,988 institutionsQ4 2024: 3,276 institutionsQ1 2025: 3,214 institutionsQ2 2025: 3,321 institutionsQ3 2025: 3,366 institutionsQ4 2025: 3,615 institutionsQ1 2026: 3,492 institutionsQ2 2026: 3,620 institutions
Value heldQ4 2021: $254.9B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,492$259.2B
Q4 20253,615$303.6B
Q3 20253,366$281.7B
Q2 20253,321$260.1B
Q1 20253,214$231.2B
Q4 20243,276$247.3B
Q3 20242,988$220.6B
Q2 20242,955$224.3B
Q1 20242,924$213.8B
Q4 20232,859$188.1B
Q3 20232,624$150.9B
Q2 20232,651$158.0B
Q1 20232,664$157.5B
Q4 20222,722$186.9B
Q3 20222,605$169.7B
Q2 20222,647$173.8B
Q1 20222,795$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WMS Partners, LLC10,788$480.0K0.10%+337+3.2%Added
Summit Financial Group Inc10,794$481.0K0.16%00.0%Unchanged
Smith Chas P & Associates Pa Cpas10,801$481.0K0.03%+598+5.9%Added
United Asset Strategies, Inc.10,841$482.0K0.06%+1,672+18.2%Added
Maxele Advisors, LLC10,852$482.8K0.56%+10,852New
Northwest Quadrant Wealth Management, LLC10,876$484.0K0.13%+29+0.3%Added
MKT Advisors LLC10,551$484.0K0.38%+10,551New
Intercontinental Wealth Advisors, LLC10,907$485.0K0.10%+319+3.0%Added
Moseley Investment Management Inc10,892$485.0K0.22%+1,169+12.0%Added
Regatta Capital Group, LLC10,892$485.0K0.17%+10,892New
Community Trust & Investment Co10,906$486.0K0.04%−1,577−12.6%Reduced
Ellevest, Inc.10,956$487.0K0.04%−10,801−49.6%Reduced
Blossom Wealth Management10,938$487.0K2.40%+805+7.9%Added
Plante Moran Financial Advisors, LLC10,966$488.0K0.08%−16,285−59.8%Reduced
Benedetti & Gucer, Inc.10,977$488.0K0.33%+262+2.4%Added
Budros, Ruhlin & Roe, Inc.10,978$488.0K0.05%+363+3.4%Added
Franklin Street Advisors Inc11,035$491.0K0.04%−620−5.3%Reduced
Smithbridge Asset Management Inc11,064$492.0K0.15%00.0%Unchanged
First United Bank Trust11,063$492.0K0.18%+800+7.8%Added
Corundum Group, Inc.11,074$493.0K0.32%+1,896+20.7%Added
Clay Northam Wealth Management, LLC11,074$493.0K0.46%+11,074New
Silicon Valley Capital Partners11,096$494.0K0.08%+2,129+23.7%Added
Signature Estate & Investment Advisors LLC11,161$497.0K0.02%+848+8.2%Added
Vienna Asset Management LLC11,170$497.0K0.45%+11,170New
JT Stratford LLC11,212$499.0K0.14%+118+1.1%Added
Valley National Advisers Inc11,211$499.0K0.09%+918+8.9%Added
Sonora Investment Management Group, LLC11,208$499.0K0.06%+11,208New
Cedrus LLC11,221$499.2K0.48%+11,221New
Castle Rock Wealth Management, LLC11,134$500.0K0.20%+795+7.7%Added
Mirador Capital Partners LP11,228$500.0K0.11%+185+1.7%Added
Sigma Investment Counselors Inc11,266$501.0K0.04%+472+4.4%Added
Mechanics Financial Corp11,273$502.0K0.24%+11,273New
RiverGlades Family Offices LLC11,300$503.0K0.36%00.0%Unchanged
TCG Advisory Services, LLC11,322$504.0K0.12%+1,177+11.6%Added
Cooper/Haims Advisors, LLC11,340$505.0K0.31%+500+4.6%Added
Integrated Investment Consultants, LLC11,349$505.0K0.13%+769+7.3%Added
Johnson Financial Group, Inc.11,377$505.0K0.03%+1,908+20.1%Added
Masso Torrence Wealth Management Inc.11,350$505.0K0.35%+11,350New
Evernest Financial Advisors, LLC15,324$506.8K0.26%+15,324New
Amica Retiree Medical Trust11,410$508.0K0.43%+11,410New
First Heartland Consultants, Inc.11,481$510.0K0.07%−1,518−11.7%Reduced
BT Wealth Management LLC11,474$510.0K0.14%+3,808+49.7%Added
Pure Financial Advisors, Inc.11,606$516.0K0.03%+98+0.9%Added
Annapolis Financial Services, LLC11,621$517.0K0.16%+389+3.5%Added
LVM Capital Management Ltd11,674$519.0K0.07%−698−5.6%Reduced
Wedge Capital Management L L P11,687$520.0K0.01%−158−1.3%Reduced
RTD Financial Advisors, Inc.11,688$520.0K0.07%+11,688New
Greenline Partners, LLC11,708$521.0K0.10%00.0%Unchanged
Patten Group, Inc.11,719$521.0K0.14%+3,793+47.9%Added
Hoese & Co LLP11,743$522.0K0.52%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management11,735$522.0K0.04%+2,729+30.3%Added
Heritage Financial Services, LLC11,746$522.0K0.41%+11,746New
Consilium Wealth Advisory, LLC11,733$522.0K0.34%+11,733New
Sittner & Nelson, LLC11,762$523.0K0.30%00.0%Unchanged
BHK Investment Advisors, LLC11,780$524.0K0.21%−200−1.7%Reduced
VeraBank, N.A.11,781$524.0K0.26%00.0%Unchanged
Centric Wealth Management11,777$524.0K0.17%+212+1.8%Added
WFA Asset Management Corp11,781$524.1K0.34%+11,781New
Townsend Asset Management Corp11,809$525.0K0.25%−1,625−12.1%Reduced
Stokes Family Office, LLC11,798$525.0K0.07%+1,483+14.4%Added
LWM Advisory Services, LLC11,797$525.0K0.65%+11,797New
TRUE Private Wealth Advisors11,853$527.0K0.07%−400−3.3%Reduced
Thrive Capital Management, LLC11,845$527.0K0.34%+56+0.5%Added
Teza Capital Management LLC11,852$527.0K0.14%+11,852New
Marino, Stram & Associates LLC11,964$532.0K0.16%−865−6.7%Reduced
Campion Asset Management LLC11,993$534.0K0.44%00.0%Unchanged
Beech Hill Advisors, Inc.12,050$536.0K0.20%00.0%Unchanged
Ignite Planners, LLC11,601$537.0K0.35%+11,601New
Clarus Group, Inc.12,144$540.0K0.36%00.0%Unchanged
Gratus Capital LLC12,154$541.0K0.05%+1,027+9.2%Added
First National Bank of Mount Dora, Trust Investment Services12,212$543.0K0.16%00.0%Unchanged
Chilton Investment Co LLC12,223$544.0K0.01%−995−7.5%Reduced
Ridgecrest Wealth Partners, LLC12,230$544.0K0.26%00.0%Unchanged
Investors Financial Group, LLC12,227$544.0K0.25%+426+3.6%Added
Brio Consultants, LLC12,222$544.0K0.13%+2,141+21.2%Added
DT Investment Partners, LLC12,251$545.0K0.07%−8,523−41.0%Reduced
LCNB Corp12,257$545.0K0.25%−196−1.6%Reduced
Aberdeen Wealth Management LLC12,258$545.0K0.36%00.0%Unchanged
Cahill Financial Advisors Inc12,273$546.0K0.11%−201−1.6%Reduced
Flaharty Asset Management, LLC12,272$546.0K0.10%+3,809+45.0%Added
Benin Management CORP12,292$547.0K0.17%00.0%Unchanged
CX Institutional12,325$548.0K0.04%+744+6.4%Added
Cedar Brook Financial Partners, LLC12,320$548.0K0.14%+1,921+18.5%Added
Royal Capital Wealth Management, LLC12,313$548.0K0.53%+12,313New
Condor Capital Management12,364$550.0K0.06%+12,364New
Vicus Capital11,424$551.0K0.06%+11,424New
Avestar Capital, LLC12,415$552.0K0.10%−6,045−32.7%Reduced
Triton Wealth Management, PLLC11,815$552.0K0.29%−50−0.4%Reduced
KWB Wealth12,407$552.0K0.09%+29+0.2%Added
AllSquare Wealth Management LLC12,410$552.0K0.32%+500+4.2%Added
Traphagen Investment Advisors LLC12,472$554.9K0.09%+1,117+9.8%Added
Bond & Devick Financial Network, Inc.12,479$555.0K0.42%00.0%Unchanged
Penserra Capital Management LLC11,958$555.0K0.01%+632+5.6%Added
Cohen & Steers, Inc.12,507$556.0K0.00%−623−4.7%Reduced
Veritas Investment Management (UK) Ltd12,500$556.0K0.09%00.0%Unchanged
Brasada Capital Management, LP12,500$556.0K0.11%00.0%Unchanged
Gemmer Asset Management LLC12,495$556.0K0.07%+7+0.1%Added
Lantz Financial LLC12,495$556.0K0.26%00.0%Unchanged
Seelaus Asset Management LLC12,518$557.0K0.30%00.0%Unchanged
Independence Bank of Kentucky12,551$558.0K0.23%−2,250−15.2%Reduced