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
- 2,796
- +41 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
- 184
- 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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 1,370 | $56.0K | 0.01% | +26+1.9% | Added |
| Central Bank & Trust Co | 1,357 | $56.0K | 0.01% | +417+44.4% | Added |
| McCarthy Asset Management, Inc. | 1,419 | $58.0K | 0.04% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1,457 | $60.0K | 0.03% | −324−18.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,465 | $60.0K | 0.03% | +500+51.8% | Added |
| Oakmont Corp | 1,455 | $60.0K | 0.01% | +1,455 | New |
| Tevis Investment Management | 1,441 | $61.0K | 0.06% | +628+77.2% | Added |
| Western Pacific Wealth Management, LP | 1,518 | $62.0K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,511 | $62.0K | 0.01% | +166+12.3% | Added |
| Rocky Mountain Advisers, LLC | 1,531 | $63.0K | 0.07% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,529 | $63.0K | 0.02% | +3+0.2% | Added |
| Stephens Consulting, LLC | 1,553 | $64.0K | 0.05% | −144−8.5% | Reduced |
| Tfo-TDC, LLC | 1,594 | $66.0K | 0.01% | +1,594 | New |
| First Financial Corp | 1,654 | $68.0K | 0.04% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,750 | $72.0K | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,758 | $72.0K | 0.06% | +1,648+1,498.2% | Added |
| United Community Bank | 1,802 | $74.3K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,878 | $77.0K | 0.05% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,919 | $79.0K | 0.00% | −98−4.9% | Reduced |
| Wolverine Asset Management LLC | 1,932 | $79.0K | 0.00% | +1,000+107.3% | Added |
| Center for Financial Planning, Inc. | 1,970 | $81.0K | 0.02% | +300+18.0% | Added |
| USA Financial Portformulas Corp | 1,995 | $82.0K | 0.09% | +100+5.3% | Added |
| Loomis Sayles & Co L P | 1,985 | $82.0K | 0.00% | +1,192+150.3% | Added |
| Laurel Wealth Planning LLC | 2,021 | $83.0K | 0.06% | +2,000+9,523.8% | Added |
| Dividend Assets Capital, LLC | 2,026 | $84.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2,040 | $84.0K | 0.03% | +8+0.4% | Added |
| Spartan Planning & Wealth Management | 2,041 | $84.0K | 0.11% | +2,041 | New |
| Baron Financial Group, LLC | 2,067 | $85.2K | 0.05% | +251+13.8% | Added |
| Bay Harbor Wealth Management, LLC | 2,106 | $87.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2,230 | $88.0K | 0.01% | −190−7.9% | Reduced |
| Hanson & Doremus Investment Management | 2,155 | $89.0K | 0.02% | −31−1.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 2,187 | $90.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 2,179 | $90.0K | 0.09% | 00.0% | Unchanged |
| Avion Wealth | 2,211 | $91.0K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 2,230 | $92.0K | 0.06% | −212−8.7% | Reduced |
| Corsicana & Co. | 2,236 | $92.0K | 0.06% | 00.0% | Unchanged |
| Surevest, LLC | 2,284 | $94.0K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,295 | $95.0K | 0.01% | −52,512−95.8% | Reduced |
| Tucker Asset Management LLC | 2,337 | $96.3K | 0.03% | +39+1.7% | Added |
| Estate Counselors, LLC | 2,384 | $98.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,389 | $98.0K | 0.09% | +2,002+517.3% | Added |
| RWM Asset Management, LLC | 2,400 | $99.0K | 0.02% | +101+4.4% | Added |
| Tower View Investment Management & Research LLC | 2,500 | $103.0K | 0.06% | −100−3.8% | Reduced |
| Baldrige Asset Management LLC | 2,538 | $105.0K | 0.04% | −870−25.5% | Reduced |
| Mascoma Wealth Management LLC | 2,591 | $107.0K | 0.03% | +910+54.1% | Added |
| Capula Management Ltd | 2,600 | $107.0K | 0.03% | +2,600 | New |
| Norwood Financial Corp | 2,672 | $110.0K | 0.16% | +50+1.9% | Added |
| JJJ Advisors Inc. | 2,696 | $111.0K | 0.03% | −246−8.4% | Reduced |
| Acima Private Wealth, LLC | 2,697 | $111.0K | 0.05% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 2,727 | $112.4K | 0.05% | −192,267−98.6% | Reduced |
| Carroll Investors, Inc | 2,800 | $115.0K | 0.07% | 00.0% | Unchanged |
| De Burlo Group Inc | 2,832 | $116.7K | 0.02% | +2,832 | New |
| HC Financial Advisors Inc | 2,895 | $119.0K | 0.07% | −250−7.9% | Reduced |
| Costello Asset Management, INC | 2,901 | $120.0K | 0.08% | −923−24.1% | Reduced |
| MBM Wealth Consultants, LLC | 2,966 | $122.0K | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,987 | $123.0K | 0.08% | 00.0% | Unchanged |
| American National Bank | 3,019 | $124.0K | 0.02% | +831+38.0% | Added |
| Dougherty Wealth Advisers LLC | 3,055 | $126.0K | 0.19% | 00.0% | Unchanged |
| Core Alternative Capital | 3,045 | $126.0K | 0.03% | +1,874+160.0% | Added |
| Covestor Ltd | 3,082 | $127.0K | 0.09% | +1,215+65.1% | Added |
| Canton Hathaway, LLC | 3,109 | $128.0K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3,113 | $128.0K | 0.13% | 00.0% | Unchanged |
| Knuff & Co LLC | 3,150 | $130.0K | 0.05% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,241 | $134.0K | 0.04% | +3,241 | New |
| Ritter Daniher Financial Advisory, LLC | 3,319 | $137.0K | 0.09% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,448 | $142.0K | 0.09% | −75,096−95.6% | Reduced |
| Motco | 3,450 | $142.0K | 0.01% | +500+16.9% | Added |
| Adalta Capital Management LLC | 3,512 | $145.0K | 0.07% | −150−4.1% | Reduced |
| Trust Co | 3,535 | $146.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3,605 | $147.4K | 0.02% | −1,546−30.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 3,688 | $152.0K | 0.09% | +3,688 | New |
| O'Dell Group, LLC | 3,754 | $155.0K | 0.05% | +20+0.5% | Added |
| Missouri Trust & Investment Co | 3,844 | $158.0K | 0.09% | +604+18.6% | Added |
| Northwest Investment Counselors, LLC | 3,856 | $159.0K | 0.04% | +131+3.5% | Added |
| Clear Street Markets LLC | 3,912 | $161.0K | 0.05% | −94,245−96.0% | Reduced |
| HBC Financial Services, PLLC | 4,498 | $163.0K | 0.12% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3,982 | $164.0K | 0.05% | −1,454−26.7% | Reduced |
| Kelly Financial Services LLC | 4,000 | $164.9K | 0.07% | +7+0.2% | Added |
| Bray Capital Advisors | 4,000 | $165.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,014 | $165.0K | 0.01% | +100+2.6% | Added |
| Turim 21 Investimentos Ltda. | 3,991 | $165.0K | 0.07% | +537+15.5% | Added |
| Blue Bell Private Wealth Management, LLC | 4,079 | $168.0K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,064 | $168.0K | 0.12% | +817+25.2% | Added |
| Bogart Wealth, LLC | 4,121 | $170.0K | 0.01% | −52−1.2% | Reduced |
| Cranbrook Wealth Management, LLC | 4,257 | $176.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,315 | $178.0K | 0.03% | −212−4.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,318 | $178.0K | 0.09% | +145+3.5% | Added |
| Hillsdale Investment Management Inc. | 4,312 | $178.0K | 0.01% | +2,917+209.1% | Added |
| Monolith Advisors | 4,054 | $180.0K | 0.15% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 4,424 | $182.0K | 0.01% | +1,614+57.4% | Added |
| SRS Capital Advisors, Inc. | 4,495 | $185.0K | 0.02% | +10.0% | Added |
| Investment Research & Advisory Group, Inc. | 4,661 | $192.0K | 0.12% | 00.0% | Unchanged |
| Brickley Wealth Management | 4,860 | $200.0K | 0.05% | +61+1.3% | Added |
| Kalos Management, Inc. | 4,921 | $202.0K | 0.14% | −9,398−65.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,900 | $202.0K | 0.12% | −1,150−19.0% | Reduced |
| TRH Financial, LLC | 4,905 | $202.0K | 0.06% | +20+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 4,897 | $202.0K | 0.12% | +253+5.4% | Added |
| Aevitas Wealth Management, Inc. | 4,903 | $202.0K | 0.12% | +409+9.1% | Added |
| Mountain Capital Investment Advisors, Inc | 5,120 | $203.0K | 0.10% | +10.0% | Added |
| Hollow Brook Wealth Management LLC | 4,928 | $203.0K | 0.09% | −350−6.6% | Reduced |