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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 79,752 | $3.55M | 1.18% | +1,451+1.9% | Added |
| Coastline Trust Co | 79,666 | $3.54M | 0.40% | +3,205+4.2% | Added |
| Prudential PLC | 79,481 | $3.54M | 0.05% | +67,828+582.1% | Added |
| Alps Advisors Inc | 79,460 | $3.54M | 0.04% | +3,913+5.2% | Added |
| Wintrust Investments LLC | 79,311 | $3.53M | 0.34% | +79,311 | New |
| First Horizon Advisors, Inc. | 79,213 | $3.52M | 0.11% | −9,418−10.6% | Reduced |
| Assenagon Asset Management S.A. | 78,945 | $3.51M | 0.01% | −2,096−2.6% | Reduced |
| Abbrea Capital, LLC | 78,831 | $3.51M | 0.47% | +3,120+4.1% | Added |
| Perigon Wealth Management, LLC | 78,667 | $3.50M | 0.25% | +10,008+14.6% | Added |
| Geneos Wealth Management Inc. | 78,639 | $3.50M | 0.13% | −3,730−4.5% | Reduced |
| Beaumont Financial Partners, LLC | 78,415 | $3.49M | 0.25% | −3,820−4.6% | Reduced |
| Andra AP-fonden | 78,300 | $3.48M | 0.07% | −24,100−23.5% | Reduced |
| Brookmont Capital Management | 78,170 | $3.48M | 1.84% | −3,062−3.8% | Reduced |
| Cadence Bank NA | 77,770 | $3.46M | 0.94% | +179+0.2% | Added |
| Asset Dedication, LLC | 77,889 | $3.46M | 0.42% | +10,587+15.7% | Added |
| Eagle Capital Management LLC | 77,700 | $3.46M | 0.01% | −30,462−28.2% | Reduced |
| Busey Wealth Management | 77,429 | $3.44M | 0.13% | −2,063−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 77,022 | $3.43M | 0.41% | +854+1.1% | Added |
| Triasima Portfolio Management inc. | 77,000 | $3.43M | 0.17% | +2,250+3.0% | Added |
| ZWJ Investment Counsel Inc | 76,978 | $3.42M | 0.18% | +76,978 | New |
| Plimoth Trust Co LLC | 76,905 | $3.42M | 0.87% | +3,402+4.6% | Added |
| Ethic Inc. | 76,436 | $3.40M | 0.26% | −60,093−44.0% | Reduced |
| Welch Group, LLC | 76,361 | $3.40M | 0.20% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 76,303 | $3.40M | 0.06% | +8,845+13.1% | Added |
| Edge Wealth Management LLC | 75,918 | $3.38M | 0.62% | +2,910+4.0% | Added |
| Anchor Investment Management, LLC | 75,533 | $3.36M | 0.42% | +6,024+8.7% | Added |
| Windsor Creek Advisors, LLC | 72,715 | $3.35M | 1.48% | −10,000−12.1% | Reduced |
| Independent Financial Group, LLC | 75,186 | $3.35M | 0.28% | +3,117+4.3% | Added |
| Clark Estates Inc | 75,000 | $3.34M | 0.49% | −250,000−76.9% | Reduced |
| Check Capital Management Inc | 74,827 | $3.33M | 0.26% | +1,250+1.7% | Added |
| Capital Analysts, LLC | 74,776 | $3.33M | 0.20% | +381+0.5% | Added |
| Meridian Wealth Advisors, LLC | 74,270 | $3.30M | 0.80% | −75−0.1% | Reduced |
| Exchange Capital Management, Inc. | 74,211 | $3.30M | 0.60% | −1,400−1.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.29M | 1.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 317,998 | $3.29M | 0.23% | +261,629+464.1% | Added |
| Richard P Slaughter Associates Inc | 73,899 | $3.29M | 1.16% | +615+0.8% | Added |
| ProVise Management Group, LLC | 73,857 | $3.29M | 0.30% | −1,148−1.5% | Reduced |
| Capital Investment Counsel, Inc | 73,819 | $3.28M | 0.61% | +500+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 73,393 | $3.27M | 0.26% | +4,195+6.1% | Added |
| Ameritas Advisory Services, LLC | 73,118 | $3.25M | 0.12% | +73,118 | New |
| Sugarloaf Wealth Management, LLC | 72,730 | $3.24M | 0.77% | −206−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 72,666 | $3.23M | 0.14% | +2,928+4.2% | Added |
| Tower Bridge Advisors | 72,639 | $3.23M | 0.20% | −300−0.4% | Reduced |
| Brighton Jones LLC | 72,568 | $3.23M | 0.15% | +1,525+2.1% | Added |
| Claraphi Advisory Network, LLC | 72,320 | $3.22M | 1.12% | +2,549+3.7% | Added |
| Trust Asset Management LLC | 72,143 | $3.21M | 0.40% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 72,013 | $3.20M | 1.66% | +72,013 | New |
| Piscataqua Savings Bank | 72,001 | $3.20M | 2.52% | −355−0.5% | Reduced |
| Pacific Asset Management LLC | 71,884 | $3.20M | 2.28% | +13,661+23.5% | Added |
| Cohen Investment Advisors LLC | 71,607 | $3.19M | 2.27% | −179−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 71,596 | $3.19M | 0.35% | +1,040+1.5% | Added |
| Investment Management of Virginia LLC | 71,461 | $3.18M | 0.51% | +14,598+25.7% | Added |
| Old West Investment Management, LLC | 71,334 | $3.17M | 1.89% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 71,058 | $3.16M | 0.26% | +71,058 | New |
| NEXT Financial Group, Inc | 71,017 | $3.16M | 0.21% | −528−0.7% | Reduced |
| SeaBridge Investment Advisors LLC | 70,802 | $3.15M | 1.01% | −5,867−7.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 70,000 | $3.11M | 0.80% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 69,990 | $3.11M | 1.01% | +415+0.6% | Added |
| Lee Capital Holdings LLC | 70,000 | $3.11M | 1.64% | +10,000+16.7% | Added |
| LGT Fund Management Co Ltd. | 70,000 | $3.11M | 0.90% | +70,000 | New |
| Parsons Capital Management Inc | 69,943 | $3.11M | 0.22% | +570+0.8% | Added |
| Phoenix Holdings Ltd. | 69,725 | $3.11M | 0.05% | +9,000+14.8% | Added |
| Glassy Mountain Advisors, Inc. | 69,734 | $3.10M | 1.60% | +69,734 | New |
| Mystic Asset Management, Inc. | 69,567 | $3.10M | 1.46% | +69,567 | New |
| Change Path, LLC | 69,546 | $3.09M | 0.15% | +6,579+10.4% | Added |
| Studio Investment Management LLC | 69,474 | $3.09M | 1.11% | +7,607+12.3% | Added |
| Raab & Moskowitz Asset Management LLC | 69,421 | $3.09M | 1.01% | −2,472−3.4% | Reduced |
| Holderness Investments Co | 69,262 | $3.08M | 0.91% | +195+0.3% | Added |
| Sterling Investment Management, Inc. | 69,028 | $3.07M | 1.91% | −1,192−1.7% | Reduced |
| Fiera Capital Corp | 68,295 | $3.04M | 0.01% | −1,570−2.2% | Reduced |
| Hudson Capital Management LLC | 67,984 | $3.02M | 1.10% | −1,872−2.7% | Reduced |
| Truehand, Inc | 67,981 | $3.02M | 1.77% | −5,110−7.0% | Reduced |
| Baldwin Investment Management, LLC | 67,895 | $3.02M | 0.79% | −380−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $3.00M | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 67,325 | $3.00M | 0.23% | +20,466+43.7% | Added |
| WBH Advisory Inc | 67,109 | $2.99M | 0.34% | −2,182−3.1% | Reduced |
| Charter Research & Investment Group, Inc. | 66,915 | $2.98M | 2.34% | −400−0.6% | Reduced |
| Heritage Trust Co | 66,849 | $2.97M | 0.38% | +3,829+6.1% | Added |
| First Quadrant L P | 66,783 | $2.97M | 0.32% | −64−0.1% | Reduced |
| Chesley Taft & Associates LLC | 66,550 | $2.96M | 0.15% | −200.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 66,319 | $2.95M | 0.25% | +7,656+13.1% | Added |
| Wunderlich Capital Managemnt | 65,587 | $2.92M | 1.30% | −2,678−3.9% | Reduced |
| IPG Investment Advisors LLC | 65,030 | $2.89M | 0.52% | +20,873+47.3% | Added |
| Strategic Global Advisors, LLC | 64,671 | $2.88M | 0.37% | +5,254+8.8% | Added |
| First Dallas Securities Inc. | 64,588 | $2.87M | 1.88% | −2,191−3.3% | Reduced |
| Greytown Advisors Inc. | 64,438 | $2.87M | 1.22% | +300+0.5% | Added |
| Beacon Financial Group | 61,998 | $2.86M | 0.37% | +1,630+2.7% | Added |
| 9258 Wealth Management, LLC | 64,319 | $2.86M | 0.66% | +4,663+7.8% | Added |
| J.W. Cole Advisors, Inc. | 63,983 | $2.85M | 0.19% | −269−0.4% | Reduced |
| Two Sigma Securities, LLC | 63,800 | $2.84M | 0.55% | +51,876+435.1% | Added |
| Retirement Planning Co of New England, Inc. | 63,757 | $2.84M | 1.38% | +63,757 | New |
| Metis Global Partners, LLC | 63,333 | $2.82M | 0.78% | +63,333 | New |
| Peddock Capital Advisors, LLC | 63,182 | $2.81M | 0.93% | +644+1.0% | Added |
| Magnetar Financial LLC | 62,867 | $2.80M | 0.03% | +62,867 | New |
| Duncker Streett & Co Inc | 62,828 | $2.79M | 0.48% | −2,610−4.0% | Reduced |
| Snowden Capital Advisors LLC | 62,740 | $2.79M | 0.14% | −8,162−11.5% | Reduced |
| Nwam LLC | 62,641 | $2.79M | 0.22% | +8,151+15.0% | Added |
| Resources Investment Advisors, LLC. | 62,628 | $2.79M | 0.10% | −2,877−4.4% | Reduced |
| BDO Wealth Advisors, LLC | 62,607 | $2.79M | 0.29% | −7,073−10.2% | Reduced |
| Lafayette Investments, Inc. | 62,407 | $2.78M | 0.69% | +200+0.3% | Added |