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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 8,777 | $344.0K | 0.05% | +287+3.4% | Added |
| Boltwood Capital Management | 8,342 | $344.0K | 0.13% | −100−1.2% | Reduced |
| Bellevue Asset Management, LLC | 8,286 | $345.0K | 0.21% | −441−5.1% | Reduced |
| Horizon Wealth Management, LLC | 8,378 | $345.0K | 0.11% | +16+0.2% | Added |
| Sage Mountain Advisors LLC | 8,391 | $346.0K | 0.05% | −2,064−19.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 8,400 | $346.0K | 0.13% | −1,885−18.3% | Reduced |
| Skba Capital Management LLC | 8,400 | $346.0K | 0.06% | +1,950+30.2% | Added |
| Riverview Trust Co | 8,432 | $348.0K | 0.26% | +4,802+132.3% | Added |
| Ontario Teachers Pension Plan Board | 8,465 | $349.0K | 0.00% | −1,241−12.8% | Reduced |
| Grandfield & Dodd, LLC | 8,375 | $350.0K | 0.02% | +30.0% | Added |
| Sanders Morris Harris LLC | 8,519 | $351.0K | 0.07% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,540 | $352.0K | 0.06% | −45,000−84.0% | Reduced |
| Smith Anglin Financial, LLC | 8,543 | $352.0K | 0.08% | +70+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 8,567 | $353.0K | 0.04% | −1,000−10.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,558 | $353.0K | 0.04% | −295−3.3% | Reduced |
| Hall Laurie J Trustee | 8,557 | $353.0K | 0.14% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,628 | $355.7K | 0.06% | +3,400+65.0% | Added |
| Summit Asset Management, LLC | 8,657 | $357.0K | 0.10% | +901+11.6% | Added |
| CoreFirst Bank & Trust | 8,692 | $358.0K | 0.24% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 8,701 | $359.0K | 0.13% | −991−10.2% | Reduced |
| New England Professional Planning Group Inc. | 8,795 | $359.0K | 0.21% | 00.0% | Unchanged |
| Resource Planning Group | 8,741 | $360.0K | 0.26% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8,754 | $360.0K | 0.08% | +1,882+27.4% | Added |
| Community Trust & Investment Co | 8,740 | $361.0K | 0.03% | −2,166−19.9% | Reduced |
| Ironwood Investment Management LLC | 8,751 | $361.0K | 0.20% | −582−6.2% | Reduced |
| Fortress Wealth Group, LLC | 8,797 | $363.0K | 0.28% | −51−0.6% | Reduced |
| Univest Financial Corp | 8,796 | $363.0K | 0.10% | −850−8.8% | Reduced |
| My Personal CFO, LLC | 8,795 | $363.0K | 0.38% | −453−4.9% | Reduced |
| Kozak & Associates, Inc. | 8,921 | $363.0K | 0.23% | 00.0% | Unchanged |
| Nvest Financial, LLC | 8,833 | $364.0K | 0.30% | +8,833 | New |
| Collective Family Office LLC | 8,843 | $365.0K | 0.14% | +363+4.3% | Added |
| Cozad Asset Management Inc | 8,865 | $365.0K | 0.05% | +950+12.0% | Added |
| Goff John C | 8,846 | $365.0K | 0.34% | +8,846 | New |
| Strategic Wealth Partners, Ltd. | 8,850 | $365.0K | 0.07% | +8,850 | New |
| Delta Investment Management, LLC | 8,900 | $367.0K | 0.11% | +20.0% | Added |
| Reynders McVeigh Capital Management, LLC | 8,913 | $367.0K | 0.02% | +4,355+95.5% | Added |
| Security Asset Management | 8,917 | $368.0K | 0.16% | +24+0.3% | Added |
| OneAscent Wealth Management LLC | 8,941 | $369.0K | 0.18% | −44−0.5% | Reduced |
| Round Table Services, LLC | 8,973 | $370.0K | 0.06% | +302+3.5% | Added |
| Regent Peak Wealth Advisors LLC | 8,971 | $370.0K | 0.11% | +405+4.7% | Added |
| Tacita Capital Inc | 9,001 | $371.0K | 0.21% | +1,000+12.5% | Added |
| Moseley Investment Management Inc | 9,027 | $372.0K | 0.20% | −1,865−17.1% | Reduced |
| One Wealth Advisors, LLC | 9,040 | $373.0K | 0.09% | −6,140−40.4% | Reduced |
| Sound Income Strategies, LLC | 9,058 | $373.0K | 0.04% | −660−6.8% | Reduced |
| Mayfair Advisory Group, LLC | 9,128 | $373.0K | 0.48% | +26+0.3% | Added |
| Trinity Legacy Partners, LLC | 9,091 | $375.0K | 0.13% | −88−1.0% | Reduced |
| Family Management Corp | 9,126 | $376.0K | 0.10% | +163+1.8% | Added |
| Beck Bode, LLC | 9,128 | $376.0K | 0.08% | +1,119+14.0% | Added |
| Berger Financial Group, Inc | 9,145 | $377.0K | 0.05% | +4,603+101.3% | Added |
| BCJ Capital Management, LLC | 9,206 | $379.0K | 0.03% | +9,206 | New |
| BerganKDV Wealth Management, LLC | 9,219 | $380.0K | 0.04% | −17,160−65.1% | Reduced |
| Schrum Private Wealth Management LLC | 10,427 | $380.0K | 0.38% | +19+0.2% | Added |
| Saxon Interests, Inc. | 9,271 | $382.0K | 0.20% | +308+3.4% | Added |
| Cypress Capital Management LLC | 9,291 | $383.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,291 | $383.0K | 0.05% | +235+2.6% | Added |
| Valtinson Bruner Financial Planning LLC | 10,218 | $384.0K | 0.22% | +30.0% | Added |
| Voya Financial Advisors, Inc. | 8,924 | $384.0K | 0.04% | −1,155−11.5% | Reduced |
| Madison Wealth Partners, Inc | 9,316 | $384.0K | 0.21% | +307+3.4% | Added |
| Penserra Capital Management LLC | 9,357 | $385.0K | 0.01% | −2,601−21.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,331 | $385.0K | 0.07% | −149−1.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,332 | $385.0K | 0.18% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 9,353 | $386.0K | 0.03% | −1,080−10.4% | Reduced |
| Executive Wealth Management, LLC | 9,398 | $387.0K | 0.04% | +68+0.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,400 | $387.0K | 0.03% | +9,400 | New |
| Baker Ellis Asset Management LLC | 9,405 | $388.0K | 0.07% | −75−0.8% | Reduced |
| Coastal Capital Group, Inc. | 9,422 | $388.0K | 0.09% | +34+0.4% | Added |
| CCG Wealth Management, LLC | 9,413 | $388.0K | 0.19% | +3,320+54.5% | Added |
| Cary Street Partners Asset Management LLC | 9,405 | $388.0K | 0.08% | +4,406+88.1% | Added |
| MKT Advisors LLC | 10,742 | $391.0K | 0.30% | +191+1.8% | Added |
| DRW Securities, LLC | 9,534 | $393.0K | 0.10% | −4,692−33.0% | Reduced |
| JGP Wealth Management, LLC | 9,919 | $393.0K | 0.07% | +410+4.3% | Added |
| Ellevest, Inc. | 9,594 | $395.0K | 0.03% | −1,362−12.4% | Reduced |
| Patriot Investment Management Inc. | 9,597 | $395.0K | 0.03% | −329−3.3% | Reduced |
| Certified Advisory Corp | 9,619 | $396.0K | 0.08% | +38+0.4% | Added |
| KB Financial Partners, LLC | 9,617 | $396.0K | 0.11% | +1,273+15.3% | Added |
| Nicolet Bankshares Inc | 9,601 | $396.0K | 0.09% | +1,824+23.5% | Added |
| Edgestream Partners, L.P. | 9,624 | $397.0K | 0.03% | −73,388−88.4% | Reduced |
| GeoWealth Management, LLC | 9,662 | $398.0K | 0.03% | −3,722−27.8% | Reduced |
| Aveo Capital Partners, LLC | 9,645 | $398.0K | 0.07% | +1,192+14.1% | Added |
| Soltis Investment Advisors LLC | 9,650 | $398.0K | 0.06% | +2,257+30.5% | Added |
| AGF Investments LLC | 9,685 | $399.0K | 0.03% | +2,228+29.9% | Added |
| Boothbay Fund Management, LLC | 9,706 | $400.0K | 0.01% | +9,706 | New |
| MQS Management LLC | 9,728 | $401.0K | 0.33% | +2,732+39.1% | Added |
| NFP Retirement, Inc. | 9,773 | $402.9K | 0.10% | +2,170+28.5% | Added |
| Single Point Partners, LLC | 9,783 | $403.0K | 0.10% | +30.0% | Added |
| CFM Wealth Partners LLC | 9,830 | $405.0K | 0.10% | −20.0% | Reduced |
| First Bank & Trust | 9,824 | $405.0K | 0.12% | +153+1.6% | Added |
| Meixler Investment Management, Ltd. | 9,850 | $406.0K | 0.40% | −750−7.1% | Reduced |
| Strategy Asset Managers LLC | 9,856 | $406.0K | 0.09% | −30.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,845 | $406.0K | 0.02% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 9,865 | $407.0K | 1.62% | −4,010−28.9% | Reduced |
| Van Strum & Towne Inc. | 9,884 | $407.0K | 0.15% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 9,870 | $407.0K | 0.24% | +11+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 9,893 | $408.0K | 0.01% | −332−3.2% | Reduced |
| Garde Capital, Inc. | 9,903 | $408.0K | 0.04% | −312−3.1% | Reduced |
| Capital City Trust Co | 9,900 | $408.0K | 0.12% | +415+4.4% | Added |
| West Michigan Advisors, LLC | 9,906 | $408.0K | 0.29% | +937+10.4% | Added |
| Alliance Wealth Management Group | 9,930 | $409.0K | 0.13% | +750+8.2% | Added |
| Strategic Blueprint, LLC | 9,926 | $409.0K | 0.05% | +1,154+13.2% | Added |
| Sterling Investment Counsel, LLC | 9,915 | $409.0K | 0.28% | +1,571+18.8% | Added |