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 |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 4,933 | $203.0K | 0.14% | −232−4.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 4,937 | $203.0K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,945 | $204.0K | 0.05% | +160+3.3% | Added |
| Verity Asset Management, Inc. | 4,932 | $204.0K | 0.13% | +415+9.2% | Added |
| Terry L. Blaker | 4,958 | $204.0K | 0.02% | +4,958 | New |
| Texas Yale Capital Corp. | 4,972 | $205.0K | 0.01% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 5,002 | $206.0K | 0.05% | −53−1.0% | Reduced |
| Bristlecone Advisors, LLC | 5,000 | $206.0K | 0.03% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 5,005 | $206.0K | 0.08% | +1,793+55.8% | Added |
| Reston Wealth Management LLC | 5,009 | $206.0K | 0.11% | +5,009 | New |
| Meyer Handelman Co | 5,019 | $207.0K | 0.01% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 5,361 | $207.0K | 0.02% | +5,361 | New |
| Davidson Trust Co | 5,008 | $207.0K | 0.15% | +5,008 | New |
| Lincoln Capital LLC | 5,012 | $207.0K | 0.05% | +5,012 | New |
| Benchmark Investment Advisors LLC | 5,036 | $208.0K | 0.16% | −393−7.2% | Reduced |
| Heron Financial Group, LLC | 5,041 | $208.0K | 0.11% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 5,035 | $208.0K | 0.08% | −62−1.2% | Reduced |
| Steward Financial Group LLC | 5,060 | $208.0K | 0.19% | +2,000+65.4% | Added |
| TFC Financial Management | 5,073 | $209.0K | 0.06% | −95−1.8% | Reduced |
| Ceera Investments, LLC | 5,080 | $209.0K | 0.10% | 00.0% | Unchanged |
| First National Bank | 5,077 | $209.0K | 0.19% | +20+0.4% | Added |
| Harbor Advisory Corp | 5,099 | $210.0K | 0.08% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,451 | $210.0K | 0.02% | +5,451 | New |
| Crescent Grove Advisors, LLC | 5,119 | $211.0K | 0.02% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 5,138 | $211.0K | 0.09% | +11+0.2% | Added |
| Walker Asset Management, LLC | 5,129 | $211.0K | 0.17% | +3+0.1% | Added |
| LifeSteps Financial, Inc. | 5,150 | $212.0K | 0.16% | −540−9.5% | Reduced |
| Chiron Capital Management, LLC | 5,132 | $212.0K | 0.13% | −60−1.2% | Reduced |
| Merrion Investment Management Co, LLC | 5,150 | $212.0K | 0.15% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 5,144 | $212.0K | 0.25% | +20.0% | Added |
| Old Second National Bank of Aurora | 5,142 | $212.0K | 0.05% | −235−4.4% | Reduced |
| Financial & Tax Architects, LLC | 5,147 | $212.2K | 0.08% | −155−2.9% | Reduced |
| Noesis Capital Mangement Corp | 5,172 | $213.0K | 0.05% | −1,815−26.0% | Reduced |
| DeDora Capital, Inc. | 5,170 | $213.0K | 0.09% | −40,180−88.6% | Reduced |
| Financial Advisors Network, Inc. | 5,181 | $214.0K | 0.05% | 00.0% | Unchanged |
| Investment House LLC | 5,181 | $214.0K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 5,219 | $215.0K | 0.23% | −136−2.5% | Reduced |
| Delta Accumulation, LLC | 5,224 | $215.0K | 5.38% | +48+0.9% | Added |
| WMG Financial Advisors, LLC | 5,212 | $215.0K | 0.16% | +226+4.5% | Added |
| RBA Wealth Management, LLC | 5,261 | $217.0K | 0.10% | −343−6.1% | Reduced |
| Wealthstream Advisors, Inc. | 5,258 | $217.0K | 0.19% | +98+1.9% | Added |
| LGL Partners, LLC | 5,290 | $218.0K | 0.03% | −849−13.8% | Reduced |
| Sloy Dahl & Holst, LLC | 5,296 | $218.0K | 0.04% | −10−0.2% | Reduced |
| JSF Financial, LLC | 5,280 | $218.0K | 0.09% | +246+4.9% | Added |
| Second Half Financial Partners, LLC | 5,640 | $218.0K | 0.17% | +5,640 | New |
| Okabena Investment Services Inc | 5,319 | $219.0K | 0.09% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5,321 | $219.0K | 0.14% | +63+1.2% | Added |
| USAdvisors Wealth Management, LLC | 5,324 | $219.0K | 0.09% | +5,324 | New |
| BSW Wealth Partners | 5,348 | $220.0K | 0.06% | −2,703−33.6% | Reduced |
| Petix & Botte Co | 5,328 | $220.0K | 0.07% | +5,328 | New |
| UMA Financial Services, Inc. | 5,711 | $221.0K | 0.06% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 5,350 | $221.0K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,387 | $222.0K | 0.06% | −157−2.8% | Reduced |
| Poplar Forest Capital LLC | 5,380 | $222.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,390 | $222.0K | 0.03% | +1,593+42.0% | Added |
| Chatham Capital Group, Inc. | 5,405 | $223.0K | 0.04% | −410−7.1% | Reduced |
| RS Crum Inc. | 5,400 | $223.0K | 0.13% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 5,421 | $223.0K | 0.22% | +48+0.9% | Added |
| SJS Investment Consulting Inc. | 5,417 | $223.0K | 0.07% | +551+11.3% | Added |
| Family Firm, Inc. | 5,425 | $224.0K | 0.06% | +41+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 5,449 | $225.0K | 0.04% | −5,517−50.3% | Reduced |
| North Star Asset Management Inc | 5,461 | $225.0K | 0.01% | −200−3.5% | Reduced |
| Monticello Wealth Management, LLC | 5,461 | $225.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,470 | $225.0K | 0.05% | +39+0.7% | Added |
| TL Private Wealth | 6,026 | $226.0K | 0.12% | −150−2.4% | Reduced |
| Kraft Asset Management, LLC | 5,480 | $226.0K | 0.24% | −525−8.7% | Reduced |
| Ridgewood Investments LLC | 5,492 | $226.0K | 0.15% | +350+6.8% | Added |
| Youngs Advisory Group, Inc. | 5,493 | $226.0K | 0.13% | +395+7.7% | Added |
| Seldon Capital LP | 5,502 | $227.0K | 0.13% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,550 | $229.0K | 0.09% | +4+0.1% | Added |
| James Hambro & Partners | 5,567 | $230.0K | 0.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,609 | $231.0K | 0.03% | −2,567−31.4% | Reduced |
| Willner & Heller, LLC | 5,195 | $231.0K | 0.28% | −207−3.8% | Reduced |
| Lloyd Advisory Services, LLC. | 5,594 | $231.0K | 0.11% | +2,755+97.0% | Added |
| Cherrydale Wealth Management, LLC | 5,652 | $232.0K | 0.17% | −753−11.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,647 | $233.0K | 0.06% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,685 | $234.0K | 0.02% | −2,762−32.7% | Reduced |
| Gould Asset Management LLC | 5,682 | $234.0K | 0.07% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 5,678 | $234.0K | 0.17% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,681 | $234.0K | 0.11% | +266+4.9% | Added |
| Perennial Advisors, LLC | 5,673 | $234.0K | 0.06% | +5,673 | New |
| January Capital Advisors LLC | 7,589 | $236.0K | 0.21% | −59−0.8% | Reduced |
| Wolff Wiese Magana LLC | 5,731 | $237.0K | 0.16% | −1,354−19.1% | Reduced |
| Range Financial Group LLC | 5,747 | $237.0K | 0.15% | −403−6.6% | Reduced |
| Benjamin Edwards Inc | 5,748 | $237.0K | 0.07% | +2,837+97.5% | Added |
| Financial Perspectives, Inc | 5,767 | $237.7K | 0.11% | +1,819+46.1% | Added |
| Von Berge Wealth Management Group, LLC | 6,337 | $238.0K | 0.22% | +99+1.6% | Added |
| Hayek Kallen Investment Management | 5,789 | $239.0K | 0.09% | +575+11.0% | Added |
| Walkner Condon Financial Advisors LLC | 5,753 | $239.0K | 0.07% | +5,753 | New |
| Jump Financial, LLC | 5,800 | $239.0K | 0.01% | +5,800 | New |
| Passive Capital Management, LLC. | 5,810 | $239.5K | 0.13% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 5,832 | $240.0K | 0.08% | +686+13.3% | Added |
| Cooper Financial Group | 5,842 | $241.0K | 0.09% | +965+19.8% | Added |
| Tarbox Family Office, Inc. | 5,874 | $242.0K | 0.05% | −15,302−72.3% | Reduced |
| Brown Miller Wealth Management, LLC | 5,862 | $242.0K | 0.14% | +10.0% | Added |
| Delphia (USA) Inc. | 5,882 | $242.0K | 0.18% | +216+3.8% | Added |
| BFT Financial Group, LLC | 5,872 | $242.0K | 0.04% | +5,872 | New |
| Hobart Private Capital, LLC | 5,877 | $242.3K | 0.09% | −1,875−24.2% | Reduced |
| Sage Rhino Capital LLC | 5,900 | $243.0K | 0.07% | −26−0.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $243.0K | 0.16% | 00.0% | Unchanged |