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 |
|---|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | 34,077 | $1.52M | 0.06% | +3,048+9.8% | Added |
| Financial Architects, Inc | 34,014 | $1.51M | 0.20% | −27−0.1% | Reduced |
| Citadel Investment Advisory, Inc. | 33,921 | $1.51M | 0.88% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 30,945 | $1.51M | 0.23% | +1,502+5.1% | Added |
| Summit Trail Advisors, LLC | 33,874 | $1.51M | 0.10% | +1,916+6.0% | Added |
| Exencial Wealth Advisors, LLC | 33,804 | $1.50M | 0.07% | −17,389−34.0% | Reduced |
| IFG Advisory, LLC | 33,787 | $1.50M | 0.15% | +334+1.0% | Added |
| Marcum Wealth, LLC | 33,604 | $1.50M | 0.21% | −1,254−3.6% | Reduced |
| Buckhead Capital Management LLC | 33,481 | $1.49M | 0.32% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 33,400 | $1.49M | 0.89% | −1,308−3.8% | Reduced |
| Clearview Wealth Advisors LLC | 32,993 | $1.47M | 0.89% | +1,094+3.4% | Added |
| AlphaStar Capital Management, LLC | 30,554 | $1.46M | 0.12% | +4,076+15.4% | Added |
| Eos Management, L.P. | 32,884 | $1.46M | 0.86% | 00.0% | Unchanged |
| Krilogy Financial LLC | 32,856 | $1.46M | 0.15% | +2,110+6.9% | Added |
| Level Four Advisory Services, LLC | 32,765 | $1.46M | 0.11% | +15,977+95.2% | Added |
| Brandywine Oak Private Wealth LLC | 32,732 | $1.46M | 0.16% | −924−2.7% | Reduced |
| CWA Asset Management Group, LLC | 32,717 | $1.46M | 0.11% | +631+2.0% | Added |
| S.A. Mason LLC | 32,700 | $1.46M | 0.88% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 32,704 | $1.46M | 0.10% | +10,937+50.2% | Added |
| Centiva Capital, LP | 32,704 | $1.46M | 0.09% | +32,704 | New |
| Altavista Wealth Management, Inc. | 32,649 | $1.45M | 0.29% | −230−0.7% | Reduced |
| Fractal Investments LLC | 32,649 | $1.45M | 0.50% | +32,649 | New |
| Community Bank, N.A. | 32,576 | $1.45M | 0.17% | −879−2.6% | Reduced |
| Sepio Capital, LP | 32,556 | $1.45M | 0.11% | −38,538−54.2% | Reduced |
| Strategic Investment Advisors | 32,476 | $1.45M | 0.28% | +2,029+6.7% | Added |
| Herold Advisors, Inc. | 32,414 | $1.44M | 0.56% | +1,173+3.8% | Added |
| Rosenbaum Jay D. | 32,370 | $1.44M | 2.12% | +4,265+15.2% | Added |
| Cottage Street Advisors LLC | 32,190 | $1.43M | 0.81% | 00.0% | Unchanged |
| Washington Capital Management Inc | 32,065 | $1.43M | 1.16% | −725−2.2% | Reduced |
| Accurate Wealth Management, LLC | 24,101 | $1.42M | 1.17% | +460+1.9% | Added |
| Dakota Wealth Management | 31,797 | $1.42M | 0.15% | +154+0.5% | Added |
| Atlas Brown,Inc. | 31,724 | $1.41M | 0.55% | +672+2.2% | Added |
| Sovereign Financial Group, Inc. | 31,676 | $1.41M | 0.58% | +16+0.1% | Added |
| Avantax Planning Partners, Inc. | 31,624 | $1.41M | 0.06% | +1,764+5.9% | Added |
| Stonebridge Capital Advisors LLC | 31,525 | $1.40M | 0.15% | +72+0.2% | Added |
| Zions Bancorporation, N.A. | 31,541 | $1.40M | 0.12% | +1,020+3.3% | Added |
| Granite Investment Partners, LLC | 31,448 | $1.40M | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 31,292 | $1.40M | 0.13% | −8,046−20.5% | Reduced |
| Aigen Investment Management, LP | 31,687 | $1.39M | 0.09% | +31,687 | New |
| Orion Capital Management LLC | 31,264 | $1.39M | 0.79% | +400+1.3% | Added |
| TD Ameritrade Investment Management, LLC | 31,275 | $1.39M | 0.01% | −3,289−9.5% | Reduced |
| Aire Advisors, LLC | 31,154 | $1.39M | 0.60% | +31,154 | New |
| Horizon Kinetics Asset Management LLC | 31,126 | $1.39M | 0.03% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 31,126 | $1.39M | 1.14% | +31,126 | New |
| RSM US Wealth Management LLC | 31,082 | $1.38M | 0.07% | −59−0.2% | Reduced |
| Financial Partners Capital Management LLC | 30,966 | $1.38M | 0.24% | +7,400+31.4% | Added |
| Mathes Company, Inc. | 30,950 | $1.38M | 0.47% | −4,050−11.6% | Reduced |
| Ullmann Financial Group, Inc. | 30,960 | $1.38M | 0.37% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 30,926 | $1.38M | 0.51% | −950−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 30,866 | $1.37M | 0.08% | −14,326−31.7% | Reduced |
| Childress Capital Advisors, LLC | 30,869 | $1.37M | 0.57% | −2,585−7.7% | Reduced |
| NCM Capital Management, LLC | 30,796 | $1.37M | 1.22% | +30,796 | New |
| Apriem Advisors | 30,718 | $1.37M | 0.19% | −4,323−12.3% | Reduced |
| Smith, Salley & Associates | 30,704 | $1.37M | 0.10% | +1,190+4.0% | Added |
| Mark Stevens | 30,619 | $1.36M | 0.14% | +369+1.2% | Added |
| Biltmore Family Office, LLC | 30,566 | $1.36M | 0.26% | −4,590−13.1% | Reduced |
| Parsec Financial Management, Inc. | 30,422 | $1.35M | 0.06% | +6,486+27.1% | Added |
| LifePro Asset Management | 30,363 | $1.35M | 0.40% | −318,898−91.3% | Reduced |
| Highlander Capital Management, LLC | 30,344 | $1.35M | 0.63% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 30,338 | $1.35M | 0.10% | −791−2.5% | Reduced |
| Peoples Bank | 30,319 | $1.35M | 0.67% | +152+0.5% | Added |
| Vigilare Wealth Management | 30,304 | $1.35M | 0.80% | −605−2.0% | Reduced |
| Mission Wealth Management, LP | 30,289 | $1.35M | 0.06% | +1,088+3.7% | Added |
| Old Port Advisors | 27,992 | $1.35M | 0.46% | +3,937+16.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 30,232 | $1.34M | 0.22% | +576+1.9% | Added |
| Sunbelt Securities, Inc. | 27,121 | $1.34M | 0.22% | −9,688−26.3% | Reduced |
| Kidder Stephen W | 30,065 | $1.34M | 0.41% | 00.0% | Unchanged |
| Waycross Partners, LLC | 30,000 | $1.33M | 0.76% | −53,128−63.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $1.33M | 0.57% | −8,000−21.1% | Reduced |
| Viking Fund Management LLC | 30,000 | $1.33M | 0.35% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 29,970 | $1.33M | 0.17% | +5,999+25.0% | Added |
| Kore Private Wealth LLC | 29,906 | $1.33M | 0.16% | −14,550−32.7% | Reduced |
| Monterey Private Wealth, Inc. | 29,868 | $1.33M | 0.66% | +1,700+6.0% | Added |
| Wrapmanager Inc | 29,859 | $1.33M | 0.33% | +866+3.0% | Added |
| Oder Investment Management, LLC | 29,825 | $1.33M | 1.87% | +441+1.5% | Added |
| Founders Financial Alliance, LLC | 29,769 | $1.32M | 0.53% | −93−0.3% | Reduced |
| Spirit of America Management Corp | 29,600 | $1.32M | 0.26% | 00.0% | Unchanged |
| Cowa, LLC | 29,452 | $1.31M | 0.66% | −2,087−6.6% | Reduced |
| Wealth Architects, LLC | 29,429 | $1.31M | 0.23% | −590−2.0% | Reduced |
| Canvas Wealth Advisors, LLC | 29,191 | $1.30M | 0.47% | −20−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 29,131 | $1.30M | 0.14% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 29,001 | $1.29M | 0.13% | +29,001 | New |
| American Research & Management Co. | 28,949 | $1.29M | 0.28% | −85−0.3% | Reduced |
| Founders Financial Securities LLC | 28,954 | $1.29M | 0.23% | +498+1.8% | Added |
| Gsa Capital Partners LLP | 28,835 | $1.28M | 0.16% | +28,835 | New |
| Fortem Financial Group, LLC | 28,756 | $1.28M | 0.58% | +4,250+17.3% | Added |
| Aaron Wealth Advisors | 28,731 | $1.28M | 0.36% | +153+0.5% | Added |
| Van Cleef Asset Management,Inc | 28,688 | $1.28M | 0.18% | −1,196−4.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 28,688 | $1.28M | 0.48% | −750−2.5% | Reduced |
| Marshall Financial Group LLC | 28,617 | $1.27M | 0.47% | −9,665−25.2% | Reduced |
| NBT Bank N A | 28,586 | $1.27M | 0.16% | +175+0.6% | Added |
| Weik Capital Management | 28,595 | $1.27M | 0.48% | +275+1.0% | Added |
| LMR Partners LLP | 28,592 | $1.27M | 0.02% | +28,592 | New |
| Visionary Wealth Advisors | 28,535 | $1.27M | 0.10% | +28,535 | New |
| Fort Sheridan Advisors LLC | 28,529 | $1.27M | 0.37% | +1,459+5.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 25,893 | $1.26M | 0.76% | −51,502−66.5% | Reduced |
| Mattern Wealth Management LLC | 28,255 | $1.26M | 0.37% | +61+0.2% | Added |
| CPWM, LLC | 29,574 | $1.25M | 0.10% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 28,112 | $1.25M | 0.10% | −290−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 29,443 | $1.25M | 0.08% | 00.0% | Unchanged |