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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 7,036 | $290.0K | 0.02% | −216−3.0% | Reduced |
| Versant Capital Management, Inc | 7,046 | $290.0K | 0.09% | −112−1.6% | Reduced |
| Aspire Wealth Management Corp | 7,039 | $290.0K | 0.23% | +10.0% | Added |
| Compass Financial Advisors LLC | 7,026 | $290.0K | 0.32% | +6+0.1% | Added |
| Affinity Capital Advisors, LLC | 7,070 | $291.0K | 0.09% | −988−12.3% | Reduced |
| Bridge Advisory, LLC | 7,054 | $291.0K | 0.13% | −461−6.1% | Reduced |
| StrategIQ Financial Group, LLC | 7,049 | $291.0K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,088 | $292.0K | 0.07% | −776−9.9% | Reduced |
| Hummer Financial Advisory Services Inc | 7,092 | $292.0K | 0.26% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 7,105 | $293.0K | 0.01% | −1,237−14.8% | Reduced |
| Amplius Wealth Advisors, LLC | 7,132 | $293.0K | 0.05% | +84+1.2% | Added |
| Marotta Asset Management | 7,155 | $294.9K | 0.07% | +1,957+37.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 7,162 | $295.0K | 0.14% | −1,385−16.2% | Reduced |
| Investment Advisory Group, LLC | 7,194 | $295.0K | 0.18% | +274+4.0% | Added |
| Auxano Advisors, LLC | 7,158 | $295.0K | 0.13% | +478+7.2% | Added |
| Planned Solutions, Inc. | 7,237 | $298.0K | 0.21% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 7,234 | $298.0K | 0.14% | +914+14.5% | Added |
| Independent Family Office, LLC | 7,219 | $298.0K | 0.10% | +7,219 | New |
| KRS Capital Management, LLC | 7,275 | $299.0K | 0.32% | +455+6.7% | Added |
| WoodTrust Financial Corp | 7,285 | $300.0K | 0.06% | 00.0% | Unchanged |
| American Money Management, LLC | 7,279 | $300.0K | 0.08% | +356+5.1% | Added |
| Kelman-Lazarov, Inc. | 7,292 | $301.0K | 0.10% | 00.0% | Unchanged |
| Bridgeworth, LLC | 7,349 | $303.0K | 0.07% | +4+0.1% | Added |
| Wells Trecaso Financial Group, LLC | 7,350 | $303.0K | 0.13% | +4+0.1% | Added |
| Ackerman Capital Advisors, LLC | 7,358 | $303.0K | 0.07% | +1,234+20.2% | Added |
| MEMBERS Trust Co | 7,370 | $304.0K | 0.01% | −1,406−16.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,433 | $306.0K | 0.12% | −892−9.6% | Reduced |
| J. W. Coons Advisors, LLC | 7,461 | $307.0K | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,437 | $307.0K | 0.16% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 7,445 | $307.0K | 0.26% | +1,418+23.5% | Added |
| Hudson Value Partners, LLC | 7,468 | $308.0K | 0.16% | −69−0.9% | Reduced |
| Vishria Bird Financial Group, LLC | 7,473 | $308.0K | 0.17% | +51+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 7,468 | $308.0K | 0.08% | +638+9.3% | Added |
| EJF Capital LLC | 7,500 | $309.0K | 0.03% | −12,500−62.5% | Reduced |
| Brasada Capital Management, LP | 7,500 | $309.0K | 0.06% | −5,000−40.0% | Reduced |
| Bull Street Advisors, LLC | 7,487 | $309.0K | 0.15% | −250−3.2% | Reduced |
| Allen Investment Management LLC | 7,498 | $309.0K | 0.00% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,526 | $310.0K | 0.05% | −16,707−68.9% | Reduced |
| Texas Capital Bancshares Inc | 7,529 | $310.0K | 0.19% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,515 | $310.0K | 0.19% | +683+10.0% | Added |
| Latitude Advisors, LLC | 7,516 | $310.0K | 0.07% | +2,506+50.0% | Added |
| Weaver Consulting Group | 7,554 | $311.0K | 0.15% | −216−2.8% | Reduced |
| Norway Savings Bank | 7,564 | $311.0K | 0.14% | −120−1.6% | Reduced |
| Ifrah Financial Services, Inc. | 7,567 | $312.0K | 0.09% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $312.0K | 0.14% | 00.0% | Unchanged |
| Security National Bank of So Dak | 7,584 | $313.0K | 0.22% | +7,584 | New |
| Garrett Investment Advisors LLC | 7,622 | $314.0K | 0.08% | −1,261−14.2% | Reduced |
| ForthRight Wealth Management, LLC | 7,624 | $314.0K | 0.16% | −444−5.5% | Reduced |
| Centerpoint Advisors, LLC | 7,654 | $315.0K | 0.14% | −869−10.2% | Reduced |
| First International Bank & Trust | 7,638 | $315.0K | 0.11% | +7,638 | New |
| BCS Wealth Management | 7,655 | $316.0K | 0.13% | −18,993−71.3% | Reduced |
| TCG Advisory Services, LLC | 7,677 | $316.0K | 0.09% | −3,645−32.2% | Reduced |
| WFA of San Diego, LLC | 7,655 | $316.0K | 0.24% | −2,351−23.5% | Reduced |
| Morling Financial Advisors, LLC | 7,665 | $316.0K | 0.40% | 00.0% | Unchanged |
| Curi Capital | 7,710 | $317.0K | 0.05% | −36,713−82.6% | Reduced |
| Indie Asset Partners, LLC | 7,686 | $317.0K | 0.24% | +97+1.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,685 | $317.0K | 0.19% | +100+1.3% | Added |
| EPG Wealth Management LLC | 7,679 | $317.0K | 0.11% | +564+7.9% | Added |
| Column Capital Advisors, LLC | 7,713 | $318.0K | 0.06% | −138−1.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 7,741 | $319.0K | 0.12% | −1,177−13.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,745 | $319.0K | 0.31% | −218−2.7% | Reduced |
| JCIC Asset Management Inc. | 7,762 | $320.0K | 0.10% | 00.0% | Unchanged |
| Hardy Reed LLC | 7,780 | $321.0K | 0.06% | 00.0% | Unchanged |
| Well Done, LLC | 7,816 | $322.0K | 0.06% | +67+0.9% | Added |
| Sandbox Financial Partners, LLC | 7,804 | $322.0K | 0.18% | +698+9.8% | Added |
| King Wealth | 7,881 | $325.0K | 0.06% | −30−0.4% | Reduced |
| Marshall Financial Group Inc | 7,918 | $326.0K | 0.13% | +71+0.9% | Added |
| Oak Asset Management, LLC | 7,945 | $327.0K | 0.13% | −370−4.4% | Reduced |
| Lion Street Advisors, LLC | 7,949 | $327.0K | 0.17% | −100−1.2% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $327.0K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,938 | $327.0K | 0.05% | +2,383+42.9% | Added |
| First Nebraska Trust Co | 7,954 | $327.9K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,974 | $328.0K | 0.05% | +6,812+586.2% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,988 | $329.0K | 0.12% | −7,150−47.2% | Reduced |
| Nelson Capital Management, LLC | 7,970 | $329.0K | 0.06% | +98+1.2% | Added |
| Financial Engines Advisors L.L.C. | 7,983 | $329.0K | 0.00% | +741+10.2% | Added |
| Stiles Financial Services Inc | 7,982 | $329.0K | 0.16% | +891+12.6% | Added |
| Pflug Koory, LLC | 8,010 | $330.0K | 0.17% | −190−2.3% | Reduced |
| Violich Capital Management, Inc. | 8,039 | $331.0K | 0.05% | 00.0% | Unchanged |
| United Bank | 8,026 | $331.0K | 0.04% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 8,059 | $332.0K | 0.40% | −191−2.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,064 | $332.0K | 0.10% | +2,129+35.9% | Added |
| Sterneck Capital Management, LLC | 8,072 | $333.0K | 0.20% | −418−4.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,073 | $333.0K | 0.05% | +1,600+24.7% | Added |
| Sabal Trust CO | 8,106 | $334.0K | 0.02% | +2,531+45.4% | Added |
| Guerra Pan Advisors, LLC | 9,246 | $335.0K | 0.40% | 00.0% | Unchanged |
| Narwhal Capital Management | 8,120 | $335.0K | 0.04% | +623+8.3% | Added |
| Ocean Capital Management, LLC | 8,070 | $336.0K | 0.14% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,456 | $337.0K | 0.27% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 8,209 | $338.0K | 0.10% | −117−1.4% | Reduced |
| Gray Wealth Management Inc. | 8,213 | $339.0K | 0.17% | −487−5.6% | Reduced |
| Select Asset Management & Trust | 8,220 | $339.0K | 0.29% | +21+0.3% | Added |
| Calton & Associates, Inc. | 8,260 | $340.0K | 0.10% | −732−8.1% | Reduced |
| Camden National Bank | 8,262 | $341.0K | 0.06% | −5,786−41.2% | Reduced |
| Prentice Wealth Management LLC | 8,332 | $341.0K | 0.16% | +352+4.4% | Added |
| Pennsylvania Capital Management Inc | 8,285 | $342.0K | 0.15% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 8,287 | $342.0K | 0.17% | +250+3.1% | Added |
| Sustainable Insight Capital Management, LLC | 8,300 | $342.0K | 0.24% | +794+10.6% | Added |
| J. L. Bainbridge & Co., Inc. | 8,324 | $343.0K | 0.04% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 8,347 | $344.0K | 0.23% | −1,128−11.9% | Reduced |