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 |
|---|---|---|---|---|---|
| Pinnacle Private Wealth, LLC | 40,866 | $1.82M | 0.57% | +40,866 | New |
| Proequities, Inc. | 40,746 | $1.81M | 0.10% | −351−0.9% | Reduced |
| New Century Advisors, LLC | 40,750 | $1.81M | 1.72% | +40,750 | New |
| Udine Wealth Management, Inc. | 40,694 | $1.81M | 1.87% | +40,694 | New |
| Rational Advisors LLC | 40,668 | $1.81M | 0.11% | +6,674+19.6% | Added |
| InTrack Investment Management Inc | 40,623 | $1.81M | 1.25% | +375+0.9% | Added |
| Warther Private Wealth, LLC | 39,020 | $1.80M | 1.34% | +901+2.4% | Added |
| HC Advisors, LLC | 40,431 | $1.80M | 1.10% | −203−0.5% | Reduced |
| New Millennium Group LLC | 40,361 | $1.80M | 1.36% | +40,361 | New |
| Paradigm Capital Management, LLC | 40,183 | $1.79M | 1.78% | +40,183 | New |
| Lombard Odier Asset Management (Europe) Ltd | 40,170 | $1.79M | 0.08% | +40,170 | New |
| Flagship Harbor Advisors, LLC | 40,029 | $1.78M | 0.17% | −418−1.0% | Reduced |
| Gendell Jeffrey L | 40,000 | $1.78M | 0.14% | −100,000−71.4% | Reduced |
| Pentwater Capital Management LP | 40,000 | $1.78M | 0.03% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.78M | 0.77% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 39,978 | $1.78M | 0.31% | +878+2.2% | Added |
| Laidlaw Wealth Management LLC | 39,908 | $1.77M | 0.28% | −2,097−5.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 39,846 | $1.77M | 0.06% | −211−0.5% | Reduced |
| Mosaic Family Wealth, LLC | 39,825 | $1.77M | 0.46% | +310+0.8% | Added |
| Royal Harbor Partners, LLC | 39,791 | $1.77M | 1.12% | +1,221+3.2% | Added |
| Falcon Wealth Planning | 39,767 | $1.77M | 0.58% | +1,166+3.0% | Added |
| Verition Fund Management LLC | 39,727 | $1.77M | 0.02% | +26,738+205.9% | Added |
| Aspen Investment Management Inc | 39,707 | $1.77M | 0.87% | +975+2.5% | Added |
| Castleview Partners, LLC | 78,544 | $1.76M | 0.02% | +78,544 | New |
| Mechanics Bank Trust Department | 39,566 | $1.76M | 0.26% | −1,100−2.7% | Reduced |
| Prudent Man Advisors, LLC | 39,463 | $1.76M | 0.67% | −6,576−14.3% | Reduced |
| First Midwest Bank Trust Division | 39,446 | $1.75M | 0.23% | −1,156−2.8% | Reduced |
| Buckley Wealth Management, LLC | 39,410 | $1.75M | 0.51% | −2,450−5.9% | Reduced |
| Kovack Advisors, Inc. | 39,361 | $1.75M | 0.17% | +1,525+4.0% | Added |
| Quantinno Capital Management LP | 39,352 | $1.75M | 0.32% | +39,352 | New |
| Pinnacle Wealth Planning Services, Inc. | 39,254 | $1.75M | 0.35% | +1,616+4.3% | Added |
| Octavia Wealth Advisors, LLC | 39,253 | $1.75M | 0.38% | +800+2.1% | Added |
| Thomas White International Ltd | 39,181 | $1.74M | 0.28% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 39,155 | $1.74M | 0.25% | +116+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 39,019 | $1.74M | 0.06% | +310+0.8% | Added |
| Abacus Planning Group, Inc. | 38,927 | $1.73M | 0.46% | +3,331+9.4% | Added |
| Ropes Wealth Advisors LLC | 38,823 | $1.73M | 0.30% | −25,294−39.4% | Reduced |
| Kingfisher Capital LLC | 38,822 | $1.73M | 0.40% | +3,008+8.4% | Added |
| Intrinsic Value Partners, LLC | 38,753 | $1.72M | 1.84% | +38,753 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,735 | $1.72M | 0.09% | +2,701+7.5% | Added |
| BLB&B Advisors, LLC | 38,641 | $1.72M | 0.11% | −15,965−29.2% | Reduced |
| Garner Asset Management Corp | 38,432 | $1.71M | 0.72% | +400+1.1% | Added |
| Aspiriant, LLC | 38,454 | $1.71M | 0.09% | +2,179+6.0% | Added |
| Sound View Wealth Advisors Group, LLC | 38,420 | $1.71M | 0.32% | +755+2.0% | Added |
| Earnest Partners LLC | 38,306 | $1.70M | 0.01% | −1,901−4.7% | Reduced |
| Schulhoff & Co Inc | 38,046 | $1.69M | 0.70% | −143−0.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.68M | 0.50% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 37,816 | $1.68M | 0.13% | −10,144−21.2% | Reduced |
| Aurora Private Wealth, Inc. | 37,767 | $1.68M | 0.73% | +205+0.5% | Added |
| Jmac Enterprises LLC | 34,046 | $1.67M | 0.39% | +34,046 | New |
| Knowledge Leaders Capital, LLC | 37,565 | $1.67M | 1.23% | +13,625+56.9% | Added |
| Continental Advisors LLC | 37,438 | $1.67M | 1.31% | −19,000−33.7% | Reduced |
| Millennium Capital Advisors, LLC | 37,372 | $1.66M | 1.29% | +37,372 | New |
| Oarsman Capital, Inc. | 37,308 | $1.66M | 0.65% | −7,187−16.2% | Reduced |
| AIA Group Ltd | 37,322 | $1.66M | 0.08% | +4,908+15.1% | Added |
| Americana Partners, LLC | 37,308 | $1.66M | 0.30% | +2,442+7.0% | Added |
| Burleson & Company, LLC | 37,207 | $1.66M | 0.24% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 37,169 | $1.65M | 0.23% | −519−1.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 37,177 | $1.65M | 0.61% | +10,551+39.6% | Added |
| US Asset Management LLC | 37,072 | $1.65M | 1.58% | −32−0.1% | Reduced |
| Wealth Management Associates, Inc. | 37,050 | $1.65M | 0.89% | −1,667−4.3% | Reduced |
| McLean Asset Management Corp | 33,605 | $1.64M | 0.64% | −3,088−8.4% | Reduced |
| City Holding Co | 37,154 | $1.64M | 0.27% | +2,348+6.7% | Added |
| Family Legacy, Inc. | 33,254 | $1.64M | 0.67% | +3,801+12.9% | Added |
| CRA Financial Services, LLC | 36,707 | $1.63M | 0.49% | +900+2.5% | Added |
| Coastal Bridge Advisors, LLC | 36,628 | $1.63M | 0.34% | +4,367+13.5% | Added |
| Buttonwood Financial Advisors Inc. | 36,628 | $1.63M | 1.59% | +36,628 | New |
| Tempus Wealth Planning, LLC | 36,540 | $1.63M | 0.88% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 36,491 | $1.62M | 0.59% | −1,450−3.8% | Reduced |
| Meridian Wealth Management, LLC | 36,441 | $1.62M | 0.17% | +298+0.8% | Added |
| First National Bank Sioux Falls | 36,157 | $1.61M | 1.72% | +12,675+54.0% | Added |
| Bryn Mawr Trust Co | 36,047 | $1.60M | 0.06% | −267−0.7% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.60M | 0.31% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 35,981 | $1.60M | 0.94% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 35,863 | $1.60M | 0.58% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 35,847 | $1.59M | 0.47% | −260−0.7% | Reduced |
| Stonnington Group, LLC | 32,418 | $1.59M | 0.34% | 00.0% | Unchanged |
| Inscription Capital, LLC | 35,802 | $1.59M | 0.44% | +2,068+6.1% | Added |
| Pinnacle Holdings, LLC | 35,748 | $1.59M | 0.67% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 35,738 | $1.59M | 0.65% | −1,180−3.2% | Reduced |
| Golden State Wealth Management, LLC | 35,702 | $1.59M | 0.27% | +9,940+38.6% | Added |
| M&R Capital Management Inc | 35,584 | $1.58M | 0.33% | +1,597+4.7% | Added |
| Key Client Fiduciary Advisors, LLC | 35,576 | $1.58M | 1.32% | +35,576 | New |
| JB Capital LLC | 35,576 | $1.58M | 0.16% | +2,423+7.3% | Added |
| Accredited Investors Inc. | 35,549 | $1.58M | 0.14% | +13,447+60.8% | Added |
| Mill Capital Management, LLC | 35,524 | $1.58M | 0.16% | +35,524 | New |
| SignalPoint Asset Management, LLC | 35,337 | $1.57M | 0.48% | −569−1.6% | Reduced |
| Pasadena Private Wealth, LLC | 35,333 | $1.57M | 0.51% | +25,870+273.4% | Added |
| Parisi Gray Wealth Management | 35,270 | $1.57M | 0.59% | +383+1.1% | Added |
| Pegasus Partners Ltd. | 35,186 | $1.56M | 0.27% | 00.0% | Unchanged |
| Parkside Investments, LLC | 35,143 | $1.56M | 0.30% | −5,000−12.5% | Reduced |
| BTC Capital Management, Inc. | 35,131 | $1.56M | 0.15% | −5,260−13.0% | Reduced |
| Vanguard Capital Wealth Advisors | 35,112 | $1.56M | 1.12% | −501−1.4% | Reduced |
| 55I, LLC | 34,962 | $1.56M | 0.04% | −12,377−26.1% | Reduced |
| Princeton Capital Management LLC | 34,929 | $1.55M | 0.45% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 32,428 | $1.55M | 0.85% | +32,428 | New |
| Summit Financial, LLC | 34,740 | $1.55M | 0.12% | +2,242+6.9% | Added |
| Resurgent Financial Advisors LLC | 34,717 | $1.54M | 1.27% | +34,717 | New |
| Bar Harbor Trust Services | 34,596 | $1.54M | 0.41% | −2,552−6.9% | Reduced |
| Eastern Bank | 34,562 | $1.54M | 0.07% | +4,000+13.1% | Added |