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 |
|---|---|---|---|---|---|
| Wulff, Hansen & Co. | 62,166 | $2.77M | 2.39% | +62,166 | New |
| V Wealth Advisors LLC | 62,059 | $2.76M | 0.40% | +525+0.9% | Added |
| Cumberland Advisors Inc | 62,000 | $2.76M | 0.58% | −1,450−2.3% | Reduced |
| Carson Advisory Inc. | 61,976 | $2.76M | 2.79% | +61,976 | New |
| Dixon Hubard Feinour & Brown Inc | 61,933 | $2.75M | 0.27% | +41,731+206.6% | Added |
| SkyOak Wealth, LLC | 61,794 | $2.75M | 0.70% | −201−0.3% | Reduced |
| Little House Capital LLC | 61,739 | $2.75M | 1.45% | +3,587+6.2% | Added |
| Gladstone Institutional Advisory LLC | 60,700 | $2.70M | 0.21% | −847−1.4% | Reduced |
| Ballentine Partners, LLC | 60,539 | $2.69M | 0.08% | +4,875+8.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 60,488 | $2.69M | 0.02% | −8,800−12.7% | Reduced |
| Connolly Sarah T. | 60,350 | $2.69M | 1.50% | +19,846+49.0% | Added |
| Poehling Capital Management, LLC | 60,171 | $2.68M | 0.86% | −950−1.6% | Reduced |
| Sandy Spring Bank | 60,080 | $2.67M | 0.13% | −1,001−1.6% | Reduced |
| Peterson Financial Group, Inc. | 59,812 | $2.66M | 2.17% | +59,812 | New |
| First City Capital Management, Inc. | 54,614 | $2.64M | 1.48% | +36+0.1% | Added |
| Convergence Investment Partners, LLC | 58,179 | $2.59M | 1.32% | +3,986+7.4% | Added |
| Lake Street Financial LLC | 57,966 | $2.58M | 0.45% | +22,748+64.6% | Added |
| NTV Asset Management LLC | 57,939 | $2.58M | 0.43% | −1,000−1.7% | Reduced |
| Thomasville National Bank | 57,890 | $2.58M | 0.25% | +899+1.6% | Added |
| Vision Capital Management, Inc. | 57,833 | $2.57M | 0.38% | +41+0.1% | Added |
| Blume Capital Management, Inc. | 57,491 | $2.56M | 0.84% | −900−1.5% | Reduced |
| Jacobi Capital Management LLC | 57,328 | $2.55M | 0.30% | +1,448+2.6% | Added |
| International Assets Investment Management, LLC | 57,310 | $2.55M | 0.44% | −57,400−50.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 51,794 | $2.54M | 0.89% | −4,452−7.9% | Reduced |
| Van Eck Associates Corp | 57,089 | $2.54M | 0.01% | −30,743−35.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 57,047 | $2.54M | 0.09% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 56,915 | $2.53M | 0.77% | +2,273+4.2% | Added |
| Columbia Asset Management | 56,844 | $2.53M | 0.52% | +50.0% | Added |
| Global Retirement Partners, LLC | 56,764 | $2.52M | 1.95% | −1,057−1.8% | Reduced |
| Columbia Trust Co 01012016 | 59,455 | $2.52M | 1.33% | 00.0% | Unchanged |
| Barings LLC | 56,647 | $2.52M | 0.06% | +3,611+6.8% | Added |
| Unigestion Holding SA | 56,635 | $2.52M | 0.10% | +56,635 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 56,626 | $2.52M | 0.41% | +6,151+12.2% | Added |
| Western Wealth Management, LLC | 56,374 | $2.51M | 0.25% | +56,374 | New |
| Prosperity Consulting Group, LLC | 53,579 | $2.51M | 1.88% | +53,579 | New |
| Hudson Canyon Capital Management | 56,461 | $2.51M | 1.82% | −2,720−4.6% | Reduced |
| MRJ Capital Inc | 56,436 | $2.51M | 1.45% | −5,050−8.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 56,419 | $2.51M | 0.16% | −7,736−12.1% | Reduced |
| Smith Shellnut Wilson LLC | 56,220 | $2.50M | 1.24% | −118−0.2% | Reduced |
| Corrado Advisors, LLC | 56,080 | $2.50M | 1.49% | −1,191−2.1% | Reduced |
| ARGI Investment Services, LLC | 56,047 | $2.49M | 0.07% | +3,321+6.3% | Added |
| Vident Investment Advisory, LLC | 55,913 | $2.49M | 0.06% | +10,667+23.6% | Added |
| Souders Financial Advisors | 55,675 | $2.48M | 0.71% | −8,570−13.3% | Reduced |
| KG&L Capital Management,LLC | 55,522 | $2.47M | 1.00% | +7,323+15.2% | Added |
| Scott & Selber, Inc. | 55,429 | $2.47M | 0.87% | −158−0.3% | Reduced |
| Regal Investment Advisors LLC | 55,437 | $2.47M | 0.22% | +1,345+2.5% | Added |
| Stratos Wealth Advisors, LLC | 55,432 | $2.47M | 0.18% | +2,646+5.0% | Added |
| Hancock Whitney Investment Services Inc. | 55,520 | $2.46M | 0.43% | +55,520 | New |
| American State Bank (Iowa) | 55,324 | $2.46M | 1.70% | −438−0.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 55,085 | $2.45M | 1.43% | −1,963−3.4% | Reduced |
| Clearstead Advisors, LLC | 54,819 | $2.44M | 0.17% | −60,110−52.3% | Reduced |
| Essex Investment Management Co LLC | 54,807 | $2.44M | 0.28% | −7,500−12.0% | Reduced |
| Investors Asset Management of Georgia Inc | 54,757 | $2.44M | 1.16% | −650−1.2% | Reduced |
| HCR Wealth Advisors | 54,712 | $2.43M | 0.38% | −625−1.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 54,629 | $2.43M | 1.04% | +104+0.2% | Added |
| TKG Advisors, LLC | 54,484 | $2.42M | 1.91% | +54,484 | New |
| Crescent Capital Consulting, LLC | 50,170 | $2.40M | 0.40% | +41+0.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 53,898 | $2.40M | 0.40% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 53,873 | $2.40M | 0.15% | +174+0.3% | Added |
| Agf Investments Inc. | 53,838 | $2.40M | 0.02% | −7,314−12.0% | Reduced |
| Lake Street Advisors Group, LLC | 53,789 | $2.39M | 0.15% | +887+1.7% | Added |
| Hexagon Capital Partners LLC | 53,720 | $2.39M | 0.63% | +990+1.9% | Added |
| K.J. Harrison & Partners Inc | 53,540 | $2.39M | 0.34% | +45,700+582.9% | Added |
| Exane Derivatives | 53,547 | $2.38M | 0.58% | −6,942−11.5% | Reduced |
| Arete Wealth Advisors, LLC | 51,589 | $2.38M | 0.20% | +1,681+3.4% | Added |
| Mendel Money Management | 53,420 | $2.38M | 1.37% | −330−0.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 52,989 | $2.36M | 0.78% | −90.0% | Reduced |
| Exeter Financial, LLC | 48,167 | $2.36M | 1.29% | −4,650−8.8% | Reduced |
| Am Investment Strategies LLC | 52,859 | $2.35M | 0.56% | +4,799+10.0% | Added |
| Prairiewood Capital, LLC | 52,802 | $2.35M | 1.86% | −1,192−2.2% | Reduced |
| Coastal Investment Advisors, Inc. | 52,714 | $2.35M | 0.52% | +449+0.9% | Added |
| Lee Johnson Capital Management, LLC | 52,609 | $2.34M | 1.92% | +52,609 | New |
| IHT Wealth Management, LLC | 52,606 | $2.34M | 0.17% | −1,762−3.2% | Reduced |
| Martin & Co Inc | 52,601 | $2.34M | 0.53% | −356−0.7% | Reduced |
| Gs Investments, Inc. | 52,556 | $2.34M | 1.13% | −40−0.1% | Reduced |
| Heartland Bank & Trust Co | 52,523 | $2.34M | 1.73% | +830+1.6% | Added |
| High Pointe Capital Management LLC | 52,449 | $2.33M | 1.56% | +4,733+9.9% | Added |
| Compton Capital Management Inc | 52,410 | $2.33M | 0.61% | −500−0.9% | Reduced |
| Silicon Valley Community Foundation | 52,333 | $2.33M | 0.15% | +52,333 | New |
| Boston Trust Walden Corp | 52,332 | $2.33M | 0.02% | +6,416+14.0% | Added |
| MTM Investment Management, LLC | 52,295 | $2.33M | 1.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 52,215 | $2.32M | 0.06% | +24,818+90.6% | Added |
| Koshinski Asset Management, Inc. | 51,944 | $2.31M | 0.19% | −1,671−3.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 51,861 | $2.31M | 0.08% | −2,712−5.0% | Reduced |
| Dimension Capital Management LLC | 51,735 | $2.30M | 0.43% | +443+0.9% | Added |
| Strategic Advisors LLC | 51,473 | $2.29M | 0.33% | −180.0% | Reduced |
| Graypoint LLC | 51,435 | $2.29M | 0.24% | +6,864+15.4% | Added |
| Qtron Investments LLC | 51,406 | $2.29M | 0.52% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 51,329 | $2.28M | 1.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 51,318 | $2.28M | 0.12% | −495−1.0% | Reduced |
| Lakeview Capital Partners, LLC | 51,236 | $2.28M | 1.33% | −4,584−8.2% | Reduced |
| Sierra Capital LLC | 51,251 | $2.28M | 0.34% | +694+1.4% | Added |
| Deseret Mutual Benefit Administrators | 51,156 | $2.28M | 0.38% | −1,952−3.7% | Reduced |
| Wealth Effects LLC | 51,168 | $2.28M | 0.94% | +51,168 | New |
| Hartford Financial Management Inc. | 51,134 | $2.27M | 0.53% | −795−1.5% | Reduced |
| Smithfield Trust Co | 51,127 | $2.27M | 0.14% | +558+1.1% | Added |
| Colonial Trust Advisors | 50,801 | $2.26M | 0.25% | +30.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 50,750 | $2.26M | 1.29% | −1,125−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 50,680 | $2.25M | 0.08% | +56+0.1% | Added |
| NorthRock Partners, LLC | 50,673 | $2.25M | 0.17% | +6,939+15.9% | Added |