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
- +337 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
- 78
- 968 more reduced
46 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 210,854 | $9.38M | 0.06% | +21,996+11.6% | Added |
| Profund Advisors LLC | 210,634 | $9.37M | 0.31% | −2,574−1.2% | Reduced |
| Laurel Wealth Advisors LLC | 210,262 | $9.36M | 1.96% | +19,672+10.3% | Added |
| Bank of Nova Scotia Trust Co | 209,620 | $9.33M | 0.81% | −828−0.4% | Reduced |
| Northeast Investment Management | 208,845 | $9.29M | 0.45% | +3,122+1.5% | Added |
| Zweig-DiMenna Associates LLC | 207,372 | $9.23M | 0.74% | −211,318−50.5% | Reduced |
| Icon Advisers Inc | 205,615 | $9.15M | 1.47% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 205,353 | $9.14M | 1.88% | −4,349−2.1% | Reduced |
| Pictet & Cie (Europe) SA | 204,947 | $9.12M | 0.31% | +9,109+4.7% | Added |
| Park National Corp | 204,420 | $9.10M | 0.35% | −44,928−18.0% | Reduced |
| Campbell Capital Management Inc | 203,863 | $9.07M | 3.74% | −220−0.1% | Reduced |
| Pavion Blue Capital, LLC | 202,709 | $9.02M | 5.24% | −2,337−1.1% | Reduced |
| Ergoteles LLC | 202,106 | $8.99M | 0.35% | +202,106 | New |
| Searle & Co. | 201,060 | $8.95M | 3.25% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 200,000 | $8.90M | 5.25% | 00.0% | Unchanged |
| Capital Growth Management LP | 200,000 | $8.90M | 0.82% | +200,000 | New |
| Archon Partners LLC | 200,000 | $8.90M | 1.09% | +200,000 | New |
| Avantax Advisory Services, Inc. | 199,189 | $8.86M | 0.13% | +9,567+5.0% | Added |
| Grimes & Company, Inc. | 197,560 | $8.79M | 0.40% | −491−0.2% | Reduced |
| Montgomery Investment Management Inc | 197,552 | $8.79M | 2.96% | −211−0.1% | Reduced |
| Cambridge Financial Group, Inc. | 197,497 | $8.79M | 3.45% | −4,225−2.1% | Reduced |
| Balyasny Asset Management LLC | 197,161 | $8.77M | 0.04% | +197,161 | New |
| Girard Partners Ltd. | 196,911 | $8.76M | 0.95% | −18,243−8.5% | Reduced |
| Allied Investment Advisors, LLC | 196,779 | $8.76M | 3.00% | −2,666−1.3% | Reduced |
| Riverview Capital Advisers, LLC | 194,994 | $8.68M | 3.86% | +194,994 | New |
| Coldstream Capital Management Inc | 194,953 | $8.67M | 0.27% | +137,944+242.0% | Added |
| Financial Avengers, Inc. | 194,866 | $8.67M | 5.32% | −1,383−0.7% | Reduced |
| Intrust Bank NA | 194,292 | $8.64M | 1.04% | +92,246+90.4% | Added |
| Siemens Fonds Invest GmbH | 193,897 | $8.63M | 0.57% | +2,777+1.5% | Added |
| Evercore Wealth Management, LLC | 194,028 | $8.63M | 0.14% | −8,234−4.1% | Reduced |
| National Asset Management, Inc. | 193,886 | $8.63M | 0.25% | +8,001+4.3% | Added |
| Brinker Capital Investments, LLC | 192,627 | $8.57M | 0.12% | +42,647+28.4% | Added |
| Wharton Business Group, LLC | 191,723 | $8.53M | 0.53% | +191,723 | New |
| Cumberland Partners Ltd | 191,435 | $8.52M | 0.60% | −14,005−6.8% | Reduced |
| Premier Asset Management LLC | 190,945 | $8.49M | 1.48% | −45,555−19.3% | Reduced |
| Rench Wealth Management, Inc. | 190,334 | $8.47M | 3.82% | −10,321−5.1% | Reduced |
| Schnieders Capital Management LLC | 190,135 | $8.46M | 1.98% | +6,535+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 189,945 | $8.45M | 0.79% | −2,332−1.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 189,559 | $8.43M | 0.67% | −2,105−1.1% | Reduced |
| Everence Capital Management Inc | 189,450 | $8.43M | 0.63% | +20,380+12.1% | Added |
| Fort Pitt Capital Group, LLC | 189,388 | $8.43M | 0.30% | −17,097−8.3% | Reduced |
| Sowell Financial Services LLC | 188,615 | $8.39M | 0.48% | −65,241−25.7% | Reduced |
| Perfromance Wealth Partners, LLC | 188,296 | $8.38M | 0.34% | +188,296 | New |
| Adviser Investments LLC | 188,202 | $8.37M | 0.56% | +4,225+2.3% | Added |
| D L Carlson Investment Group Inc | 186,170 | $8.28M | 1.32% | +355+0.2% | Added |
| North Star Investment Management Corp. | 185,767 | $8.27M | 0.58% | +14,429+8.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 185,711 | $8.26M | 4.95% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 185,305 | $8.24M | 2.01% | −3,030−1.6% | Reduced |
| Roanoke Asset Management Corp | 184,153 | $8.19M | 2.71% | −190−0.1% | Reduced |
| Erste Asset Management GmbH | 183,052 | $8.17M | 0.15% | −2,057−1.1% | Reduced |
| Venture Visionary Partners LLC | 183,502 | $8.16M | 0.53% | +106,375+137.9% | Added |
| Boothe Investment Group, Inc. | 183,324 | $8.16M | 4.36% | −26,034−12.4% | Reduced |
| Moors & Cabot, Inc. | 183,123 | $8.15M | 0.50% | +8,614+4.9% | Added |
| Xcel Wealth Management, LLC | 182,764 | $8.13M | 2.09% | +17,939+10.9% | Added |
| Sumitomo Life Insurance Co | 181,442 | $8.07M | 0.19% | −5,276−2.8% | Reduced |
| Resources Management Corp | 181,235 | $8.06M | 1.05% | −4,405−2.4% | Reduced |
| Wetherby Asset Management Inc | 180,663 | $8.04M | 0.45% | +5,789+3.3% | Added |
| Rockland Trust Co | 180,389 | $8.03M | 0.51% | −2,255−1.2% | Reduced |
| Stamos Capital Partners, L.P. | 180,200 | $8.02M | 3.72% | +14,050+8.5% | Added |
| Means Investment Co., Inc. | 178,500 | $7.94M | 1.41% | +555+0.3% | Added |
| Holloway Wealth Management, LLC | – | $7.93M | 2.26% | – | – |
| Chilton Capital Management LLC | 177,583 | $7.90M | 0.40% | +13,113+8.0% | Added |
| Vestmark Advisory Solutions, Inc. | 177,495 | $7.90M | 0.45% | +12,568+7.6% | Added |
| Advisory Services Network, LLC | 177,403 | $7.89M | 0.23% | −2,337−1.3% | Reduced |
| Carret Asset Management, LLC | 176,757 | $7.86M | 0.87% | −169−0.1% | Reduced |
| Carroll Financial Associates, Inc. | 176,031 | $7.86M | 0.42% | −2,622−1.5% | Reduced |
| Webster Bank, N. A. | 176,579 | $7.86M | 0.81% | −7,924−4.3% | Reduced |
| Banco Santander, S.A. | 175,482 | $7.81M | 0.04% | +18,404+11.7% | Added |
| Hoey Investments, Inc | 174,544 | $7.76M | 2.04% | +45,722+35.5% | Added |
| TownSquare Capital, LLC | 173,996 | $7.74M | 0.19% | +18,084+11.6% | Added |
| Icon Wealth Partners, LLC | 173,353 | $7.71M | 0.77% | −16,168−8.5% | Reduced |
| DCM Advisors, LLC | 173,212 | $7.71M | 2.27% | +45,756+35.9% | Added |
| Fagan Associates, Inc. | 172,672 | $7.68M | 1.46% | −930−0.5% | Reduced |
| Boston Private Wealth LLC | 172,527 | $7.68M | 0.13% | +2,330+1.4% | Added |
| Moneta Group Investment Advisors LLC | 172,398 | $7.67M | 0.31% | +111,173+181.6% | Added |
| Hendershot Investments Inc. | 171,232 | $7.62M | 1.16% | −3,606−2.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 170,600 | $7.59M | 0.68% | 00.0% | Unchanged |
| JustInvest LLC | 170,321 | $7.58M | 0.45% | +48,342+39.6% | Added |
| Hancock Whitney Corp | 170,160 | $7.57M | 0.24% | +1,607+1.0% | Added |
| Taylor Wealth Management Partners | 169,093 | $7.52M | 2.65% | +5,998+3.7% | Added |
| RPg Family Wealth Advisory, LLC | 168,374 | $7.49M | 2.96% | +612+0.4% | Added |
| Shelton Capital Management | 168,037 | $7.48M | 0.27% | +21,184+14.4% | Added |
| Integrated Wealth Concepts LLC | 166,384 | $7.40M | 0.22% | +2,567+1.6% | Added |
| Galvin, Gaustad & Stein, LLC | 166,229 | $7.40M | 0.64% | +5,939+3.7% | Added |
| Baker Avenue Asset Management, LP | 165,670 | $7.37M | 0.38% | +6,007+3.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 165,606 | $7.37M | 1.75% | +120,970+271.0% | Added |
| Woodstock Corp | 165,529 | $7.36M | 0.77% | +3,380+2.1% | Added |
| Viewpoint Capital Management LLC | 165,434 | $7.36M | 5.34% | +165,434 | New |
| River & Mercantile Asset Management LLP | 165,041 | $7.34M | 0.57% | −3,110−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 164,873 | $7.33M | 0.63% | +164,873 | New |
| Cigna Investments Inc | 164,438 | $7.32M | 0.57% | −63,675−27.9% | Reduced |
| Fundamentun, LLC | 163,203 | $7.26M | 1.14% | +4,684+3.0% | Added |
| Winning Points Advisors, LLC | 250,093 | $7.25M | 5.29% | +31,877+14.6% | Added |
| Fiduciary Trust Co | 163,013 | $7.25M | 0.12% | −1,524−0.9% | Reduced |
| CMT Capital Markets Trading GmbH | 162,421 | $7.23M | 2.08% | +162,421 | New |
| CWM, LLC | 162,304 | $7.22M | 0.05% | +162,304 | New |
| Trust Co of Vermont | 161,511 | $7.19M | 0.45% | +6,512+4.2% | Added |
| Van Hulzen Asset Management, LLC | 161,651 | $7.19M | 0.79% | +149,200+1,198.3% | Added |
| Segall Bryant & Hamill, LLC | 161,497 | $7.18M | 0.07% | +21,685+15.5% | Added |
| Ieq Capital, LLC | 160,713 | $7.15M | 0.17% | +32,136+25.0% | Added |