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 |
|---|---|---|---|---|---|
| Cape Ann Savings Bank | 28,042 | $1.25M | 0.75% | +2,393+9.3% | Added |
| Geneva Partners, LLC | 28,025 | $1.25M | 0.62% | −500−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,953 | $1.24M | 0.34% | +7,858+39.1% | Added |
| Annandale Capital, LLC | 27,853 | $1.24M | 0.55% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 27,826 | $1.24M | 0.67% | +27,826 | New |
| Allen Capital Group, LLC | 27,755 | $1.24M | 0.17% | +1,313+5.0% | Added |
| Roman Butler Fullerton & Co | 27,725 | $1.23M | 0.54% | −416−1.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 27,594 | $1.23M | 0.34% | +1,053+4.0% | Added |
| Altfest L J & Co Inc | 27,545 | $1.23M | 0.23% | −984−3.4% | Reduced |
| Cypress Capital Group | 27,429 | $1.22M | 0.15% | −9,788−26.3% | Reduced |
| High Net Worth Advisory Group LLC | 27,294 | $1.21M | 0.42% | +27,294 | New |
| Vista Wealth Management Group, LLC | 27,182 | $1.21M | 0.20% | −70.0% | Reduced |
| Private Capital Group, LLC | 27,080 | $1.21M | 0.26% | −1,043−3.7% | Reduced |
| Potomac Capital Management, Inc. | 27,080 | $1.21M | 1.16% | +27,080 | New |
| Red Cedar Capital, LLC | 26,947 | $1.20M | 0.68% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 26,939 | $1.20M | 0.18% | +562+2.1% | Added |
| Windsor Group LTD | 24,951 | $1.20M | 0.22% | +1,267+5.3% | Added |
| IMC-Chicago, LLC | 26,852 | $1.20M | 0.05% | −68,050−71.7% | Reduced |
| Cubic Asset Management, LLC | 26,843 | $1.19M | 0.27% | +72+0.3% | Added |
| Keystone Financial Group | 26,781 | $1.19M | 0.20% | +36+0.1% | Added |
| Curated Wealth Partners LLC | 26,679 | $1.19M | 0.38% | −5,883−18.1% | Reduced |
| Bank of Hawaii | 26,681 | $1.19M | 0.06% | +415+1.6% | Added |
| BCS Wealth Management | 26,648 | $1.19M | 0.43% | +18,982+247.6% | Added |
| X-Square Capital, LLC | 26,610 | $1.18M | 0.59% | −9,529−26.4% | Reduced |
| RMB Capital Management, LLC | 26,578 | $1.18M | 0.04% | +512+2.0% | Added |
| Dorchester Wealth Management Co | 26,538 | $1.18M | 0.23% | +3,950+17.5% | Added |
| KLCM Advisors, Inc. | 26,534 | $1.18M | 0.26% | −830−3.0% | Reduced |
| First National Bank of Omaha | 26,509 | $1.18M | 0.06% | −2,108−7.4% | Reduced |
| SlateStone Wealth, LLC | 26,507 | $1.18M | 0.25% | +2,754+11.6% | Added |
| BerganKDV Wealth Management, LLC | 26,379 | $1.17M | 0.12% | +1,209+4.8% | Added |
| Rossmore Private Capital | 26,328 | $1.17M | 0.18% | +817+3.2% | Added |
| Insight Advisors, LLC | 26,228 | $1.17M | 0.34% | +6,035+29.9% | Added |
| TCW Group Inc | 26,203 | $1.17M | 0.01% | −1,183−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,191 | $1.17M | 0.25% | +2,284+9.6% | Added |
| PBMares Wealth Management LLC | 26,055 | $1.16M | 0.49% | −800−3.0% | Reduced |
| Boyd Watterson Asset Management LLC | 26,017 | $1.16M | 0.38% | −22−0.1% | Reduced |
| Helios Capital Management Pte. Ltd | 26,000 | $1.16M | 1.05% | +26,000 | New |
| Beacon Investment Advisory Services, Inc. | 25,971 | $1.16M | 0.04% | +1,730+7.1% | Added |
| Monument Capital Management | 25,960 | $1.16M | 0.36% | +3,206+14.1% | Added |
| Worth Venture Partners, LLC | 25,842 | $1.15M | 0.57% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 25,862 | $1.15M | 1.01% | +25,862 | New |
| Keudell/Morrison Wealth Management | 25,818 | $1.15M | 0.45% | +7,041+37.5% | Added |
| BBR Partners, LLC | 25,810 | $1.15M | 0.13% | −2,759−9.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,763 | $1.15M | 0.08% | +200+0.8% | Added |
| Aspire Private Capital, LLC | 25,746 | $1.15M | 0.36% | +183+0.7% | Added |
| Cornerstone Wealth Management, LLC | 25,748 | $1.14M | 0.11% | +393+1.5% | Added |
| Capital Asset Advisory Services LLC | 25,609 | $1.14M | 0.12% | −613−2.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,542 | $1.14M | 0.61% | +740+3.0% | Added |
| LBMC Investment Advisors, LLC | 25,484 | $1.13M | 0.10% | −1,241−4.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 25,459 | $1.13M | 0.24% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25,455 | $1.13M | 0.24% | −273−1.1% | Reduced |
| HNP Capital LLC | 25,455 | $1.13M | 0.26% | −273−1.1% | Reduced |
| Evoke Wealth, LLC | 25,447 | $1.13M | 0.04% | +34+0.1% | Added |
| Foundations Investment Advisors, LLC | 23,142 | $1.13M | 0.04% | +1,045+4.7% | Added |
| Gradient Capital Advisors, LLC | 25,372 | $1.13M | 0.47% | −1,700−6.3% | Reduced |
| Boston Common Asset Management, LLC | 25,291 | $1.13M | 0.05% | +674+2.7% | Added |
| Bridgewater Advisors Inc. | 25,225 | $1.12M | 0.25% | −136−0.5% | Reduced |
| Jackson Square Capital, LLC | 25,211 | $1.12M | 0.32% | +2,832+12.7% | Added |
| First Command Bank | 26,377 | $1.12M | 0.19% | 00.0% | Unchanged |
| Sippican Capital Advisors | 25,133 | $1.12M | 0.95% | −75−0.3% | Reduced |
| Minot Wealth Management LLC | 25,095 | $1.12M | 0.21% | +451+1.8% | Added |
| Highland Private Wealth Management | 25,081 | $1.12M | 0.14% | +1,007+4.2% | Added |
| First Foundation Advisors | 25,056 | $1.11M | 0.04% | −101−0.4% | Reduced |
| Oakworth Capital, Inc. | 25,032 | $1.11M | 0.09% | −2,751−9.9% | Reduced |
| Raffles Associates LP | 25,000 | $1.11M | 1.07% | +25,000 | New |
| Good Life Advisors, LLC | 24,968 | $1.11M | 0.13% | −1,303−5.0% | Reduced |
| LVW Advisors, LLC | 24,866 | $1.11M | 0.19% | +2,528+11.3% | Added |
| TCI Wealth Advisors, Inc. | 24,807 | $1.10M | 0.16% | −2,431−8.9% | Reduced |
| Winthrop Advisory Group LLC | 24,806 | $1.10M | 0.22% | −906−3.5% | Reduced |
| Hamel Associates, Inc. | 24,780 | $1.10M | 0.40% | +24,780 | New |
| Chemistry Wealth Management LLC | 24,730 | $1.10M | 0.92% | +24,730 | New |
| Next Level Private LLC | 24,730 | $1.10M | 0.92% | +24,730 | New |
| Patron Partners Advisors, LLC | 24,690 | $1.10M | 0.72% | −906−3.5% | Reduced |
| Independent Investors Inc | 24,640 | $1.10M | 0.23% | −1,500−5.7% | Reduced |
| Advisory Alpha, LLC | 24,579 | $1.09M | 0.06% | +317+1.3% | Added |
| Guardian Wealth Advisors, LLC | 24,583 | $1.09M | 0.47% | +24,583 | New |
| Finivi Inc. | 24,560 | $1.09M | 1.15% | +24,560 | New |
| Proffitt & Goodson Inc | 24,539 | $1.09M | 0.19% | −286−1.2% | Reduced |
| Cim Investment Mangement Inc | 24,448 | $1.09M | 0.33% | −453−1.8% | Reduced |
| Mather Group, LLC. | 24,330 | $1.08M | 0.02% | +15,365+171.4% | Added |
| LexAurum Advisors, LLC | 24,290 | $1.08M | 0.35% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 24,261 | $1.08M | 0.20% | +159+0.7% | Added |
| Gamble Jones Investment Counsel | 24,238 | $1.08M | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 24,233 | $1.08M | 0.15% | +200+0.8% | Added |
| Stony Point Wealth Management Inc. | 24,171 | $1.07M | 0.57% | −1,364−5.3% | Reduced |
| Ballast, Inc. | 24,169 | $1.07M | 0.42% | +497+2.1% | Added |
| Concord Wealth Partners | 24,153 | $1.07M | 0.26% | +14,948+162.4% | Added |
| Wealth Advisors, Inc. | 24,087 | $1.07M | 0.37% | +627+2.7% | Added |
| Wealth Alliance | 24,070 | $1.07M | 0.22% | −927−3.7% | Reduced |
| GFG Capital, LLC | 23,979 | $1.07M | 0.32% | −1,510−5.9% | Reduced |
| Main Street Financial Solutions, LLC | 23,967 | $1.07M | 0.15% | +5,000+26.4% | Added |
| United Services Automobile Association | 23,936 | $1.06M | 0.02% | −6,151−20.4% | Reduced |
| Unionview, LLC | 23,893 | $1.06M | 0.99% | +23,893 | New |
| S&T Bank | 23,756 | $1.06M | 0.15% | −194−0.8% | Reduced |
| FourThought Financial, LLC | 23,731 | $1.06M | 0.13% | −1,116−4.5% | Reduced |
| Cordatus Wealth Management LLC | 23,691 | $1.05M | 0.31% | +23,691 | New |
| Pictet Bank & Trust Ltd | 23,659 | $1.05M | 0.54% | 00.0% | Unchanged |
| Telemus Capital, LLC | 23,662 | $1.05M | 0.09% | +60+0.3% | Added |
| Eudaimonia Advisors LLC | 23,619 | $1.05M | 0.62% | +23,619 | New |
| Ssi Investment Management LLC | 23,534 | $1.05M | 0.06% | −90−0.4% | Reduced |