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 |
|---|---|---|---|---|---|
| Essex LLC | 5,899 | $243.0K | 0.07% | +661+12.6% | Added |
| Cohen Capital Management, Inc. | 5,910 | $244.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 5,920 | $244.0K | 0.10% | +10.0% | Added |
| W Advisors, LLC | 5,923 | $244.0K | 0.18% | +1,407+31.2% | Added |
| West Oak Capital, LLC | 5,930 | $244.0K | 0.11% | +2,650+80.8% | Added |
| Cardiff Park Advisors, LLC | 5,933 | $245.0K | 0.03% | −404−6.4% | Reduced |
| Magnolia Capital Advisors LLC | 5,939 | $245.0K | 0.10% | +5+0.1% | Added |
| Evanson Asset Management, LLC | 5,968 | $246.0K | 0.02% | −139−2.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 5,961 | $246.0K | 0.09% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 5,973 | $246.2K | 0.08% | +20.0% | Added |
| Fortis Advisors, LLC | 6,000 | $247.0K | 0.14% | −1,643−21.5% | Reduced |
| Madrona Financial Services, LLC | 6,262 | $247.0K | 0.12% | +20.0% | Added |
| Palisade Capital Management LLC | 6,000 | $247.0K | 0.01% | 00.0% | Unchanged |
| Bradley Mark J. | 6,000 | $247.0K | 0.18% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 6,000 | $247.0K | 0.14% | +321+5.7% | Added |
| Landaas & Co | 5,560 | $247.0K | 0.13% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,018 | $248.0K | 0.06% | +6,018 | New |
| Widmann Financial Services, Inc. | 6,059 | $249.0K | 0.22% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 6,076 | $249.0K | 0.04% | +949+18.5% | Added |
| Harvest Volatility Management LLC | 6,048 | $249.0K | 0.03% | +6,048 | New |
| Capital Performance Advisors LLP | 6,058 | $250.0K | 0.14% | −230−3.7% | Reduced |
| Wela Strategies, Inc. | 6,073 | $250.0K | 0.13% | +33+0.5% | Added |
| Spectrum Management Group, LLC | 6,070 | $250.0K | 0.04% | +5,870+2,935.0% | Added |
| Beta Wealth Group, Inc. | 6,800 | $251.0K | 0.17% | +6,800 | New |
| PRW Wealth Management LLC | 6,073 | $251.0K | 0.11% | +6,073 | New |
| Ahl Investment Management, Inc. | 6,121 | $252.0K | 0.23% | −350−5.4% | Reduced |
| Inverness Counsel LLC | 6,104 | $252.0K | 0.01% | +153+2.6% | Added |
| Carter Financial Group, INC. | 6,113 | $252.0K | 0.34% | +6,113 | New |
| HFG Advisors, Inc. | 6,142 | $253.0K | 0.29% | +1,200+24.3% | Added |
| Monte Financial Group, LLC | 6,138 | $253.0K | 0.13% | +6,138 | New |
| Hengehold Capital Management LLC | 6,174 | $254.0K | 0.03% | +237+4.0% | Added |
| Salomon & Ludwin, LLC | 6,166 | $254.0K | 0.04% | +1,497+32.1% | Added |
| DDD Partners, LLC | 6,183 | $255.0K | 0.03% | +318+5.4% | Added |
| Global Trust Asset Management, LLC | 6,233 | $257.0K | 0.11% | −1,578−20.2% | Reduced |
| Professional Advisory Services Inc | 6,242 | $257.0K | 0.04% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 6,226 | $257.0K | 0.06% | +6,226 | New |
| Stelac Advisory Services LLC | 6,259 | $258.0K | 0.09% | −11,308−64.4% | Reduced |
| Bell Rock Capital LLC | 6,588 | $258.0K | 0.24% | −6,681−50.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 6,250 | $258.0K | 0.07% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,255 | $258.0K | 0.03% | +6,255 | New |
| Rainey & Randall Investment Management Inc. | 6,288 | $259.0K | 0.09% | −509−7.5% | Reduced |
| Alera Investment Advisors, LLC | 6,288 | $259.0K | 0.06% | +6,288 | New |
| Silicon Hills Wealth Management, LLC | 6,308 | $260.0K | 0.17% | −333−5.0% | Reduced |
| Southern Capital Advisors, LLC | 6,301 | $260.0K | 0.18% | +5+0.1% | Added |
| Johnson Midwest Financial, LLC | 6,330 | $261.0K | 0.37% | +7+0.1% | Added |
| Powell Investment Advisors, LLC | 6,326 | $261.0K | 0.15% | +215+3.5% | Added |
| Kaizen Financial Strategies | 6,356 | $262.0K | 0.21% | +222+3.6% | Added |
| Keebeck Wealth Management, LLC | 6,373 | $263.0K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,378 | $263.0K | 0.06% | +505+8.6% | Added |
| Iowa State Bank | 6,394 | $264.0K | 0.06% | −10,067−61.2% | Reduced |
| Scott Capital Advisors, LLC | 6,407 | $264.0K | 0.16% | +444+7.4% | Added |
| Peak Asset Management, LLC | 6,430 | $265.0K | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 6,448 | $266.0K | 0.05% | 00.0% | Unchanged |
| WP Advisors, LLC | 6,478 | $267.0K | 0.11% | +160+2.5% | Added |
| Affinity Wealth Management LLC | 6,911 | $268.0K | 0.05% | +1,740+33.6% | Added |
| Opal Wealth Advisors, LLC | 6,553 | $270.0K | 0.24% | −734−10.1% | Reduced |
| Planning Center, Inc. | 6,557 | $270.0K | 0.78% | −85−1.3% | Reduced |
| DFPG Investments, LLC | 6,966 | $271.0K | 0.11% | −786−10.1% | Reduced |
| Phocas Financial Corp. | 6,580 | $271.0K | 0.03% | −250−3.7% | Reduced |
| SFMG, LLC | 6,580 | $271.0K | 0.03% | +1,111+20.3% | Added |
| Unio Capital LLC | 6,600 | $272.0K | 0.12% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,605 | $272.0K | 0.03% | +405+6.5% | Added |
| Norris Perne & French LLP | 6,610 | $272.0K | 0.02% | +6,610 | New |
| Mattern Wealth Management LLC | 6,614 | $273.0K | 0.09% | −21,641−76.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,630 | $273.0K | 0.11% | +10.0% | Added |
| Ellis Investment Partners, LLC | 6,664 | $274.0K | 0.06% | −513−7.1% | Reduced |
| Future Financial Wealth Managment LLC | 6,655 | $274.0K | 0.23% | +5+0.1% | Added |
| Southland Equity Partners LLC | 6,679 | $275.3K | 0.11% | −4−0.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,700 | $276.0K | 0.15% | +1,562+30.4% | Added |
| Austin Private Wealth, LLC | 6,712 | $277.0K | 0.06% | −1,685−20.1% | Reduced |
| TCWP LLC | 6,758 | $278.0K | 0.05% | +779+13.0% | Added |
| TSFG, LLC | 6,762 | $279.0K | 0.10% | +11+0.2% | Added |
| Retirement Group, LLC | 6,784 | $280.0K | 0.11% | +604+9.8% | Added |
| F3Logic, LLC | 6,827 | $281.0K | 0.04% | −576−7.8% | Reduced |
| Ballast Advisors LLC | 6,806 | $281.0K | 0.11% | +455+7.2% | Added |
| Winslow Asset Management Inc | 6,832 | $282.0K | 0.06% | −400−5.5% | Reduced |
| Trellis Advisors, LLC | 6,826 | $282.0K | 0.14% | +46+0.7% | Added |
| Empirical Asset Management, LLC | 6,835 | $282.0K | 0.27% | +6,835 | New |
| Cottonwood Capital Advisors, LLC | 6,862 | $283.0K | 0.22% | −39−0.6% | Reduced |
| Cypress Capital, LLC | 6,855 | $283.0K | 0.03% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 6,878 | $284.0K | 0.02% | −852−11.0% | Reduced |
| GenTrust, LLC | 6,895 | $284.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,880 | $284.0K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,888 | $284.0K | 0.08% | +791+13.0% | Added |
| Contravisory Investment Management, Inc. | 6,880 | $284.0K | 0.08% | +6,880 | New |
| Five Oceans Advisors | 6,917 | $285.0K | 0.25% | +219+3.3% | Added |
| Madden Securities Corp | 6,912 | $285.0K | 0.13% | +6,912 | New |
| Vivaldi Capital Management, LLC | 8,121 | $286.0K | 0.07% | −10.0% | Reduced |
| Willow Creek Wealth Management Inc. | 6,947 | $286.0K | 0.06% | 00.0% | Unchanged |
| Private Wealth Advisors | 6,945 | $286.0K | 0.09% | +17+0.2% | Added |
| Hills Bank & Trust Co | 6,963 | $287.0K | 0.04% | +436+6.7% | Added |
| Wipfli Financial Advisors LLC, | 6,983 | $287.8K | 0.03% | +6,983 | New |
| Pacific Center for Financial Services | 6,997 | $288.0K | 0.10% | +7+0.1% | Added |
| Smallwood Wealth Investment Management, LLC | 6,986 | $288.0K | 0.27% | +219+3.2% | Added |
| Financial Sense Advisors, Inc. | 6,997 | $288.0K | 0.11% | +6,997 | New |
| Trust Co of Oklahoma | 7,005 | $288.7K | 0.11% | −150−2.1% | Reduced |
| First Farmers & Merchants Bank / Trust | 7,017 | $289.0K | 0.31% | −500−6.7% | Reduced |
| Private Management Group Inc | 7,006 | $289.0K | 0.01% | −488−6.5% | Reduced |
| Cassia Capital Partners, LLC | 7,022 | $289.0K | 0.23% | +142+2.1% | Added |
| WealthBridge Capital Management, LLC | 7,000 | $289.0K | 0.11% | +7,000 | New |