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, Q1 2022
Institutional positions in Bank of America Corp as of Mar 31, 2022. 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
- 2,795
- +40 vs. Q4 2021
- Shares held
- 5.63B
- −100.5M (−1.8%) vs. Q4 2021
- Total value
- $231.9B
- −$22.9B (−9.0%) vs. Q4 2021
- New holders
- 183
- 1,270 more added
- Sold out
- 143
- 1,018 more reduced
36 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 16,365 | $646.0K | 0.15% | +3,800+30.2% | Added |
| Harvey Investment Co LLC | 15,686 | $647.0K | 0.08% | 00.0% | Unchanged |
| Capital Square, LLC | 15,761 | $649.0K | 0.46% | −320−2.0% | Reduced |
| Menard Financial Group LLC | 15,796 | $651.0K | 0.64% | −777−4.7% | Reduced |
| Copperwynd Financial, LLC | 15,789 | $651.0K | 0.27% | +316+2.0% | Added |
| WESPAC Advisors SoCal, LLC | 15,834 | $653.0K | 0.20% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 15,857 | $653.0K | 0.24% | +9,792+161.5% | Added |
| Charter Oak Capital Management, LLC | 15,869 | $654.0K | 0.08% | −194−1.2% | Reduced |
| Zullo Investment Group, Inc. | 15,901 | $655.0K | 0.34% | +110+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 15,925 | $656.0K | 0.32% | −1,309−7.6% | Reduced |
| Fort Point Capital Partners LLC | 15,918 | $656.0K | 0.10% | +336+2.2% | Added |
| Bennett Selby Investments LP | 15,910 | $656.0K | 0.40% | +396+2.6% | Added |
| Vise Technologies, Inc. | 15,944 | $657.0K | 0.25% | +15,944 | New |
| YHB Investment Advisors, Inc. | 15,964 | $658.0K | 0.06% | −842−5.0% | Reduced |
| Segment Wealth Management, LLC | 15,968 | $658.0K | 0.07% | +806+5.3% | Added |
| DF Dent & Co Inc | 16,012 | $660.0K | 0.01% | +652+4.2% | Added |
| Sunflower Bank, N.A. | 16,038 | $661.0K | 0.09% | +238+1.5% | Added |
| Lansing Street Advisors | 16,668 | $661.0K | 0.42% | +16,668 | New |
| Oak Harbor Wealth Partners, LLC | 16,105 | $664.0K | 0.22% | +145+0.9% | Added |
| Options Solutions, LLC | 16,120 | $664.0K | 0.70% | +3,274+25.5% | Added |
| Aristotle Capital Management, LLC | 16,169 | $666.0K | 0.00% | −558,247−97.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 16,768 | $666.0K | 0.09% | −1,154−6.4% | Reduced |
| Caxton Associates LP | 16,151 | $666.0K | 0.06% | +16,151 | New |
| Main Street Research LLC | 16,176 | $667.0K | 0.06% | −736,787−97.9% | Reduced |
| Fusion Capital, LLC | 16,169 | $667.0K | 0.35% | +169+1.1% | Added |
| Delta Asset Management LLC | 16,182 | $667.0K | 0.06% | +625+4.0% | Added |
| City State Bank | 16,264 | $670.0K | 0.40% | −2,150−11.7% | Reduced |
| Raleigh Capital Management Inc. | 16,289 | $671.0K | 0.36% | +16,213+21,332.9% | Added |
| Brown Advisory Securities, LLC | 16,329 | $673.0K | 0.39% | −3,150−16.2% | Reduced |
| Landmark Financial Advisors, LLC | 18,050 | $673.0K | 0.32% | +1,361+8.2% | Added |
| Kavar Capital Partners Group, LLC | 16,335 | $673.0K | 0.15% | +431+2.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 16,338 | $674.0K | 0.39% | +12+0.1% | Added |
| Pitti Group Wealth Management, LLC | 16,351 | $674.0K | 0.79% | +179+1.1% | Added |
| Perennial Investment Advisors, LLC | 16,455 | $675.0K | 0.21% | −18−0.1% | Reduced |
| Periscope Capital Inc. | 16,410 | $676.0K | 0.02% | −2,494−13.2% | Reduced |
| Close Asset Management Ltd | 15,200 | $676.0K | 0.02% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 16,456 | $678.0K | 0.06% | −221−1.3% | Reduced |
| Hall Capital Management Co Inc | 16,448 | $678.0K | 0.40% | −27−0.2% | Reduced |
| First Citizens Financial Corp | 16,471 | $679.0K | 0.51% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 16,497 | $680.0K | 0.03% | +1,318+8.7% | Added |
| Citizens National Bank Trust Department | 19,095 | $681.0K | 0.27% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16,514 | $681.0K | 0.05% | +884+5.7% | Added |
| Shoker Investment Counsel, Inc. | 16,555 | $682.0K | 0.34% | +560+3.5% | Added |
| Laird Norton Trust Company, LLC | 16,572 | $683.0K | 0.06% | −5,818−26.0% | Reduced |
| Cedrus LLC | 16,588 | $683.8K | 0.62% | +5,367+47.8% | Added |
| Encompass Wealth Advisors, LLC | 16,638 | $686.0K | 0.17% | +20.0% | Added |
| Cladis Investment Advisory, LLC | 16,655 | $686.5K | 0.56% | +10.0% | Added |
| Private Portfolio Partners LLC | 16,704 | $688.5K | 0.17% | +3,458+26.1% | Added |
| Albert D Mason Inc | 16,735 | $690.0K | 0.44% | +130+0.8% | Added |
| Abound Wealth Management | 16,747 | $690.3K | 0.50% | +40.0% | Added |
| Baystate Wealth Management LLC | 16,765 | $691.0K | 0.06% | +126+0.8% | Added |
| Veracity Capital LLC | 16,760 | $691.0K | 0.29% | +5,988+55.6% | Added |
| RMR Wealth Builders | 16,762 | $691.0K | 0.15% | +6,738+67.2% | Added |
| Navellier & Associates Inc | 16,800 | $692.0K | 0.12% | −300−1.8% | Reduced |
| Pointe Capital Management LLC | 16,819 | $693.0K | 0.44% | +710+4.4% | Added |
| BigSur Wealth Management LLC | 16,835 | $694.0K | 0.27% | +85+0.5% | Added |
| KC Investment Advisors, LLC | 16,836 | $694.0K | 0.48% | +7,463+79.6% | Added |
| Adell Harriman & Carpenter Inc | 16,901 | $696.7K | 0.07% | +2,750+19.4% | Added |
| Rational Advisors LLC | 16,928 | $697.0K | 0.04% | −23,740−58.4% | Reduced |
| First National Bank of South Miami | 16,938 | $698.0K | 0.42% | +2,322+15.9% | Added |
| Bartlett & Co. Wealth Management LLC | 16,950 | $698.7K | 0.01% | −3,252−16.1% | Reduced |
| Bartlett & Co. LLC | 16,950 | $699.0K | 0.01% | −3,252−16.1% | Reduced |
| Autumn Glory Partners, LLC | 17,030 | $702.0K | 0.41% | −3,370−16.5% | Reduced |
| First National Bank of Hutchinson | 17,093 | $704.0K | 0.41% | −2,993−14.9% | Reduced |
| Omnia Family Wealth, LLC | 17,146 | $707.0K | 0.47% | +40.0% | Added |
| Beirne Wealth Consulting Services, LLC | 17,225 | $708.0K | 0.39% | −2,239−11.5% | Reduced |
| Capitolis Advisors LLC | 17,190 | $709.0K | 0.04% | −3,575,561−99.5% | Reduced |
| Capital Planning Advisors, LLC | 17,190 | $709.0K | 0.15% | −1,137−6.2% | Reduced |
| Tranquility Partners, LLC | 17,191 | $709.0K | 0.33% | −1,031−5.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 17,389 | $711.0K | 0.36% | +1,464+9.2% | Added |
| Essex Savings Bank | 17,312 | $714.0K | 0.24% | −479−2.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,368 | $716.0K | 0.19% | +86+0.5% | Added |
| Tiemann Investment Advisors, LLC | 17,400 | $717.0K | 0.33% | −1,149−6.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 17,425 | $718.0K | 0.06% | +5,690+48.5% | Added |
| WealthPLAN Partners, LLC | 20,180 | $720.0K | 0.05% | +689+3.5% | Added |
| WealthPlan Investment Management, LLC | 20,180 | $720.0K | 0.05% | +20,180 | New |
| Day & Ennis, LLC | 17,499 | $721.0K | 0.24% | −315−1.8% | Reduced |
| WealthShield Partners, LLC | 17,562 | $724.0K | 0.12% | +180+1.0% | Added |
| Advisor OS, LLC | 17,589 | $725.0K | 0.21% | +2,854+19.4% | Added |
| 180 Wealth Advisors, LLC | 18,348 | $726.0K | 0.16% | +260+1.4% | Added |
| BTR Capital Management Inc | 17,666 | $728.0K | 0.09% | −620−3.4% | Reduced |
| WealthTrust Axiom LLC | 17,691 | $729.0K | 0.23% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 17,754 | $732.0K | 0.47% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 17,777 | $733.0K | 1.44% | 00.0% | Unchanged |
| Humankind Investments LLC | 17,780 | $733.0K | 0.30% | +370+2.1% | Added |
| RDA Financial Network | 17,789 | $733.0K | 0.31% | +3,269+22.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 17,848 | $735.0K | 0.26% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 17,879 | $737.0K | 0.09% | +1,934+12.1% | Added |
| Clear Creek Financial Management, LLC | 17,868 | $737.0K | 0.12% | +8,479+90.3% | Added |
| Key Financial Inc | 17,923 | $739.0K | 0.37% | +3,480+24.1% | Added |
| Firethorn Wealth Partners, LLC | 17,961 | $740.0K | 0.56% | −209−1.2% | Reduced |
| Mason & Associates Inc | 17,948 | $740.0K | 0.23% | +8,042+81.2% | Added |
| Cheviot Value Management, LLC | 17,972 | $741.0K | 0.16% | −200−1.1% | Reduced |
| IMS Capital Management | 17,980 | $741.0K | 0.39% | +20.0% | Added |
| Tilia Fiduciary Partners, Inc. | 17,968 | $741.0K | 0.63% | +2,183+13.8% | Added |
| Foster & Motley Inc | 18,014 | $743.0K | 0.06% | −53−0.3% | Reduced |
| Wealthstar Advisors, LLC | 18,021 | $743.0K | 0.28% | +352+2.0% | Added |
| Triad Financial Advisors, Inc. | 18,056 | $744.0K | 0.40% | −3,573−16.5% | Reduced |
| Keel Point, LLC | 18,042 | $744.0K | 0.11% | +605+3.5% | Added |
| American Trust | 18,059 | $745.0K | 0.05% | −1,720−8.7% | Reduced |