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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Titus Wealth Management | 12,652 | $563.0K | 0.25% | −1,955−13.4% | Reduced |
| Financial Advisors, LLC | 12,677 | $564.0K | 0.17% | +300+2.4% | Added |
| Greenwood Gearhart Inc | 12,685 | $564.0K | 0.08% | +3,948+45.2% | Added |
| Pathway Financial Advisors LLC | 12,273 | $566.0K | 0.20% | +12,273 | New |
| WealthCare Investment Partners, LLC | 12,714 | $566.0K | 0.55% | +12,714 | New |
| Farmers Trust Co | 12,756 | $568.0K | 0.12% | +410+3.3% | Added |
| KMG Fiduciary Partners, LLC | 12,794 | $569.0K | 0.09% | −6,226−32.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,839 | $571.0K | 0.07% | −53,183−80.6% | Reduced |
| Summit Financial Strategies, Inc. | 12,847 | $572.0K | 0.11% | −497−3.7% | Reduced |
| Pacific Sun Financial Corp | 12,851 | $572.0K | 0.31% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 12,859 | $572.0K | 0.26% | 00.0% | Unchanged |
| Options Solutions, LLC | 12,846 | $572.0K | 0.52% | +12,846 | New |
| Finer Wealth Management, Inc. | 12,852 | $572.0K | 0.47% | +12,852 | New |
| Tradewinds, LLC. | 16,995 | $572.2K | 0.68% | +16,995 | New |
| Destination Wealth Management | 12,922 | $575.0K | 0.02% | −797−5.8% | Reduced |
| Cavalier Investments, LLC | 12,969 | $577.0K | 0.15% | +12,969 | New |
| Albion Financial Group | 12,991 | $578.0K | 0.05% | −1,499−10.3% | Reduced |
| Deltec Asset Management LLC | 13,000 | $578.0K | 0.09% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 13,020 | $579.0K | 0.11% | +235+1.8% | Added |
| Chicago Capital, LLC | 13,016 | $579.0K | 0.02% | +400+3.2% | Added |
| Bangor Savings Bank | 13,052 | $581.0K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13,067 | $581.3K | 0.29% | +13,067 | New |
| Kercheville Advisors, LLC | 13,151 | $585.0K | 0.26% | −245−1.8% | Reduced |
| Frisch Financial Group, Inc. | 13,258 | $585.0K | 0.18% | +15+0.1% | Added |
| Emerald Advisors, LLC | 13,166 | $586.0K | 0.14% | −3,462−20.8% | Reduced |
| US Financial Advisors, LLC | 13,198 | $587.0K | 0.27% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 13,246 | $589.4K | 0.15% | +40+0.3% | Added |
| Aprio Wealth Management, LLC | 13,253 | $590.0K | 0.25% | −550−4.0% | Reduced |
| SNS Financial Group, LLC | 13,291 | $591.0K | 0.07% | −132−1.0% | Reduced |
| Integrity Financial Corp | 13,280 | $591.0K | 0.44% | +13,280 | New |
| Brandywine Trust Co | 13,326 | $593.0K | 0.20% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 13,337 | $593.0K | 0.53% | +13,337 | New |
| GeoWealth Management, LLC | 13,384 | $596.0K | 0.05% | +79+0.6% | Added |
| Towercrest Capital Management | 13,429 | $597.0K | 0.11% | +73+0.5% | Added |
| Atwood & Palmer Inc | 13,421 | $597.0K | 0.05% | +202+1.5% | Added |
| AlphaCore Capital LLC | 13,439 | $598.0K | 0.26% | −420−3.0% | Reduced |
| Cypress Wealth Services, LLC | 13,436 | $598.0K | 0.16% | −141−1.0% | Reduced |
| Nadler Financial Group, Inc. | 13,435 | $598.0K | 0.09% | +13+0.1% | Added |
| Rice Partnership, LLC | 13,437 | $598.0K | 0.17% | +800+6.3% | Added |
| Harbour Investments, Inc. | 13,462 | $599.0K | 0.04% | −60,580−81.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,478 | $600.0K | 0.03% | −256−1.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 13,487 | $600.0K | 0.69% | +13,487 | New |
| Mairs & Power Inc | 13,516 | $601.0K | 0.01% | +161+1.2% | Added |
| PDS Planning, Inc | 13,531 | $602.0K | 0.12% | +973+7.7% | Added |
| Kolinsky Wealth Management, LLC | 13,532 | $602.0K | 0.56% | +13,532 | New |
| Orleans Capital Management Corp | 13,597 | $605.0K | 0.34% | +637+4.9% | Added |
| Synergy Financial Management, LLC | 13,587 | $605.0K | 0.14% | +1,063+8.5% | Added |
| Guardian Capital Advisors LP | 12,386 | $605.0K | 0.06% | +350+2.9% | Added |
| Lattice Capital Management, LLC | 13,589 | $605.0K | 0.62% | +13,589 | New |
| CPR Investments Inc. | 13,624 | $606.0K | 0.43% | +13,624 | New |
| Rappaport Reiches Capital Management, LLC | 13,637 | $606.7K | 0.52% | −16−0.1% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $612.0K | 1.36% | −2,030−12.9% | Reduced |
| TrueWealth Advisors, LLC | 13,761 | $612.0K | 0.27% | −228−1.6% | Reduced |
| Carl P. Sherr & Co., LLC | 13,761 | $612.0K | 0.37% | +13,761 | New |
| Angeles Investment Advisors, LLC | 13,806 | $614.0K | 0.03% | +1,535+12.5% | Added |
| Successful Portfolios LLC | 13,815 | $615.0K | 0.33% | −70−0.5% | Reduced |
| Field & Main Bank | 13,830 | $615.0K | 0.35% | +780+6.0% | Added |
| Relyea Zuckerberg Hanson LLC | 13,688 | $615.0K | 0.22% | +1,565+12.9% | Added |
| West Bancorporation Inc | 13,833 | $615.0K | 0.48% | +13,833 | New |
| Tradewinds Capital Management, LLC | 13,872 | $617.0K | 0.09% | +1,389+11.1% | Added |
| CVA Family Office, LLC | 13,874 | $617.0K | 0.15% | +7,845+130.1% | Added |
| Pluribus Labs, LLC | 13,875 | $617.0K | 0.65% | +13,875 | New |
| Doyle Wealth Management | 13,905 | $619.0K | 0.04% | +116+0.8% | Added |
| Defined Wealth Management, LLC | 13,953 | $621.0K | 0.51% | 00.0% | Unchanged |
| Northstar Group, Inc. | 14,006 | $623.0K | 0.15% | +152+1.1% | Added |
| Eagle Harbor Asset Management Inc | 14,039 | $624.6K | 0.82% | +14,039 | New |
| Ausdal Financial Partners, Inc. | 14,037 | $625.0K | 0.08% | −617−4.2% | Reduced |
| Camden National Bank | 14,048 | $625.0K | 0.11% | −155−1.1% | Reduced |
| Barry Investment Advisors, LLC | 14,071 | $626.0K | 0.16% | −1,737−11.0% | Reduced |
| CenterBook Partners LP | 14,121 | $628.0K | 0.37% | +14,121 | New |
| Adell Harriman & Carpenter Inc | 14,151 | $629.6K | 0.06% | +43+0.3% | Added |
| DRW Securities, LLC | 14,226 | $633.0K | 0.05% | +2,987+26.6% | Added |
| Independent Solutions Wealth Management, LLC | 14,249 | $633.9K | 0.15% | −390−2.7% | Reduced |
| O'Rourke & Company, Inc | 14,245 | $634.0K | 0.42% | +14,245 | New |
| Evermay Wealth Management LLC | 14,265 | $635.0K | 0.11% | 00.0% | Unchanged |
| Bell Rock Capital LLC | 13,269 | $637.0K | 0.47% | +13,269 | New |
| Virtue Capital Management, LLC | 14,348 | $638.0K | 0.09% | −646−4.3% | Reduced |
| Pacitti Group Inc. | 14,331 | $638.0K | 0.41% | +210+1.5% | Added |
| Terra Nova Asset Management LLC | 14,401 | $641.0K | 0.48% | +101+0.7% | Added |
| EverSource Wealth Advisors, LLC | 14,417 | $641.0K | 0.18% | +14,417 | New |
| Enterprise Bank & Trust Co | 14,463 | $643.0K | 0.22% | −430−2.9% | Reduced |
| Key Financial Inc | 14,443 | $643.0K | 0.32% | 00.0% | Unchanged |
| State of Wyoming | 14,464 | $643.0K | 0.30% | +933+6.9% | Added |
| Mountain Pacific Investment Advisers Inc | 14,471 | $644.0K | 0.04% | −149−1.0% | Reduced |
| Archer Investment Corp | 14,489 | $644.6K | 0.22% | +20.0% | Added |
| Crawford Investment Counsel Inc | 14,491 | $645.0K | 0.01% | −2,790−16.1% | Reduced |
| First Wilshire Securities Management Inc | 14,515 | $646.0K | 0.20% | −600−4.0% | Reduced |
| RDA Financial Network | 14,520 | $646.0K | 0.26% | +120+0.8% | Added |
| Twelve Points Wealth Management LLC | 14,526 | $646.0K | 0.52% | +14,526 | New |
| HYA Advisors, Inc | 14,538 | $647.0K | 0.23% | −1,759−10.8% | Reduced |
| Brave Warrior Advisors, LLC | 14,532 | $647.0K | 0.02% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 14,540 | $647.0K | 0.44% | +6,395+78.5% | Added |
| Aviance Capital Partners, LLC | 14,569 | $648.0K | 0.11% | −210−1.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 14,587 | $649.0K | 0.05% | +4,941+51.2% | Added |
| First National Bank of South Miami | 14,616 | $650.0K | 0.39% | +2,912+24.9% | Added |
| Fairhaven Wealth Management, LLC | 14,637 | $651.0K | 0.25% | +10.0% | Added |
| Advisor OS, LLC | 14,735 | $656.0K | 0.13% | +799+5.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 14,805 | $659.0K | 0.41% | 00.0% | Unchanged |
| Round Hill Asset Management | 14,872 | $662.0K | 0.33% | −75−0.5% | Reduced |
| Sheets Smith Wealth Management | 14,874 | $662.0K | 0.08% | −8−0.1% | Reduced |