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
- 2,795
- +40 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
- 183
- 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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 13,546 | $558.0K | 0.04% | +2,169+19.1% | Added |
| Gilbert & Cook, Inc. | 13,569 | $559.0K | 0.09% | +2,920+27.4% | Added |
| Evermay Wealth Management LLC | 13,585 | $560.0K | 0.09% | −680−4.8% | Reduced |
| Fairfield, Bush & Co. | 13,604 | $561.0K | 0.28% | −2,500−15.5% | Reduced |
| Deuterium Capital Management, LLC | 13,638 | $562.0K | 0.72% | −7,704−36.1% | Reduced |
| Pallas Capital Advisors LLC | 14,947 | $562.0K | 0.07% | −639−4.1% | Reduced |
| Beacon Capital Management, LLC | 13,625 | $562.0K | 0.13% | +13,625 | New |
| Cohen & Steers, Inc. | 13,649 | $563.0K | 0.00% | +1,142+9.1% | Added |
| New Jersey Better Educational Savings Trust | 13,753 | $567.0K | 1.38% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 13,815 | $569.0K | 0.38% | +54+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 13,828 | $570.0K | 0.03% | +350+2.6% | Added |
| Hemington Wealth Management | 13,825 | $570.0K | 0.19% | +5,057+57.7% | Added |
| L & S Advisors Inc | 13,844 | $571.0K | 0.07% | −119,707−89.6% | Reduced |
| Tradewinds Capital Management, LLC | 13,874 | $572.0K | 0.09% | +20.0% | Added |
| New World Advisors LLC | 14,822 | $576.0K | 0.30% | +5,720+62.8% | Added |
| Bedel Financial Consulting, Inc. | 14,005 | $577.0K | 0.18% | −1,541−9.9% | Reduced |
| Northstar Group, Inc. | 14,007 | $577.0K | 0.14% | +10.0% | Added |
| Cavalier Investments, LLC | 13,996 | $577.0K | 0.15% | +1,027+7.9% | Added |
| Avestar Capital, LLC | 13,986 | $577.0K | 0.11% | +1,571+12.7% | Added |
| XR Securities LLC | 13,992 | $577.0K | 0.13% | +13,992 | New |
| Eagle Harbor Asset Management Inc | 14,039 | $578.7K | 0.75% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 14,048 | $579.0K | 0.02% | −1,870−11.7% | Reduced |
| West Bancorporation Inc | 14,105 | $581.0K | 0.36% | +272+2.0% | Added |
| Aviance Capital Partners, LLC | 14,123 | $582.0K | 0.11% | −446−3.1% | Reduced |
| Barry Investment Advisors, LLC | 14,153 | $583.0K | 0.15% | +82+0.6% | Added |
| Towercrest Capital Management | 14,179 | $584.0K | 0.11% | +750+5.6% | Added |
| First Western Trust Bank | 13,629 | $586.0K | 0.03% | +13,629 | New |
| CVA Family Office, LLC | 14,244 | $587.0K | 0.14% | +370+2.7% | Added |
| Independent Solutions Wealth Management, LLC | 14,249 | $587.3K | 0.15% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 14,264 | $588.0K | 0.36% | −1,991−12.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 14,264 | $588.0K | 0.12% | +99+0.7% | Added |
| VELA Investment Management, LLC | 14,319 | $590.0K | 0.37% | −948−6.2% | Reduced |
| Kercheville Advisors, LLC | 14,331 | $591.0K | 0.28% | +1,180+9.0% | Added |
| Twelve Points Wealth Management LLC | 14,361 | $592.0K | 0.44% | −165−1.1% | Reduced |
| Defined Wealth Management, LLC | 14,353 | $592.0K | 0.52% | +400+2.9% | Added |
| IAM Advisory, LLC | 14,356 | $592.0K | 0.24% | +14,356 | New |
| Meristem Family Wealth, LLC | 14,414 | $594.0K | 0.06% | −2,346−14.0% | Reduced |
| Terra Nova Asset Management LLC | 14,403 | $594.0K | 0.55% | +20.0% | Added |
| AllSquare Wealth Management LLC | 14,410 | $594.0K | 0.36% | +2,000+16.1% | Added |
| Crawford Investment Counsel Inc | 14,438 | $595.0K | 0.01% | −53−0.4% | Reduced |
| L2 Asset Management, LLC | 14,452 | $596.0K | 0.37% | −7,290−33.5% | Reduced |
| Enterprise Bank & Trust Co | 14,463 | $596.0K | 0.23% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 15,348 | $596.0K | 0.20% | +1,660+12.1% | Added |
| Archer Investment Corp | 14,491 | $596.5K | 0.21% | +20.0% | Added |
| First Wilshire Securities Management Inc | 14,515 | $598.0K | 0.21% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 14,532 | $599.0K | 0.02% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 14,557 | $600.1K | 0.27% | −555−3.7% | Reduced |
| Aprio Wealth Management, LLC | 14,575 | $601.0K | 0.23% | +1,322+10.0% | Added |
| Cutter & CO Brokerage, Inc. | 14,596 | $602.0K | 0.18% | −12,998−47.1% | Reduced |
| MONECO Advisors, LLC | 14,602 | $602.0K | 0.22% | +206+1.4% | Added |
| Oak Thistle LLC | 14,596 | $602.0K | 0.32% | +14,596 | New |
| GYL Financial Synergies, LLC | 14,623 | $603.0K | 0.14% | −1,665−10.2% | Reduced |
| Chicago Partners Investment Group LLC | 17,349 | $605.0K | 0.05% | −133−0.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,678 | $605.0K | 0.53% | +5,200+54.9% | Added |
| Uncommon Cents Investing LLC | 14,673 | $605.0K | 0.22% | +14,673 | New |
| Mountain Pacific Investment Advisers Inc | 14,717 | $607.0K | 0.04% | +246+1.7% | Added |
| Toth Financial Advisory Corp | 14,759 | $608.0K | 0.09% | −2,312−13.5% | Reduced |
| Orleans Capital Management Corp | 14,780 | $609.0K | 0.38% | +1,183+8.7% | Added |
| EverSource Wealth Advisors, LLC | 14,779 | $610.0K | 0.15% | +362+2.5% | Added |
| Pacitti Group Inc. | 14,805 | $610.0K | 0.40% | +474+3.3% | Added |
| LWM Advisory Services, LLC | 14,867 | $611.0K | 0.76% | +3,070+26.0% | Added |
| Lee Johnson Capital Management, LLC | 14,844 | $612.0K | 0.55% | −37,765−71.8% | Reduced |
| Axiom Investment Management LLC | 14,872 | $612.0K | 1.33% | −4,080−21.5% | Reduced |
| Financial Management Network Inc | 14,995 | $612.0K | 0.31% | −65−0.4% | Reduced |
| Fairhaven Wealth Management, LLC | 14,839 | $612.0K | 0.25% | +202+1.4% | Added |
| Westshore Wealth, LLC | 14,858 | $612.0K | 0.41% | +318+2.2% | Added |
| TrueWealth Advisors, LLC | 13,761 | $612.0K | 0.27% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 14,843 | $612.0K | 0.19% | +2,879+24.1% | Added |
| Round Hill Asset Management | 14,872 | $613.0K | 0.32% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 14,989 | $617.0K | 0.18% | −3,049−16.9% | Reduced |
| Charles Schwab Trust Co | 14,991 | $618.0K | 0.11% | −3,423−18.6% | Reduced |
| Acorn Financial Advisory Services Inc | 14,983 | $618.0K | 0.12% | −437−2.8% | Reduced |
| Interchange Capital Partners, LLC | 15,002 | $618.0K | 0.63% | −372−2.4% | Reduced |
| Chelsea Counsel Co | 15,015 | $619.0K | 0.27% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 15,007 | $619.0K | 0.58% | +1,670+12.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,051 | $620.0K | 0.38% | −102−0.7% | Reduced |
| Benson Investment Management Company, Inc. | 15,076 | $621.0K | 0.31% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 15,065 | $621.0K | 0.08% | +1,028+7.3% | Added |
| Culbertson A N & Co Inc | 15,081 | $621.0K | 0.12% | +15,081 | New |
| Ascent Wealth Partners, LLC | 15,088 | $622.0K | 0.12% | −679−4.3% | Reduced |
| Winfield Associates, Inc. | 15,131 | $624.0K | 0.23% | +9,731+180.2% | Added |
| Wealthsimple Inc. | 15,160 | $625.0K | 0.02% | −129−0.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 15,167 | $625.0K | 0.41% | +362+2.4% | Added |
| O'Rourke & Company, Inc | 15,170 | $625.0K | 0.43% | +925+6.5% | Added |
| Field & Main Bank | 15,155 | $625.0K | 0.38% | +1,325+9.6% | Added |
| Legacy Wealth Planning, LLC | 15,218 | $627.0K | 0.74% | −2,605−14.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,209 | $627.0K | 0.10% | −225−1.5% | Reduced |
| Cidel Asset Management Inc | 15,212 | $627.0K | 0.02% | +56+0.4% | Added |
| Wescott Financial Advisory Group, LLC | 15,207 | $627.0K | 0.16% | +248+1.7% | Added |
| Sawyer & Company, Inc | 15,242 | $628.0K | 0.28% | −380−2.4% | Reduced |
| Sky Investment Group LLC | 15,344 | $632.0K | 0.13% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 15,403 | $635.0K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15,427 | $636.0K | 0.05% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 15,430 | $636.0K | 0.05% | +15,430 | New |
| Aquatic Capital Management LLC | 15,500 | $639.0K | 0.95% | +15,500 | New |
| Pekin Hardy Strauss, Inc. | 15,520 | $640.0K | 0.09% | +300+2.0% | Added |
| HHM Wealth Advisors, LLC | 15,557 | $641.0K | 0.15% | −440−2.8% | Reduced |
| Sheets Smith Wealth Management | 15,574 | $642.0K | 0.09% | +700+4.7% | Added |
| Optimum Investment Advisors | 15,633 | $644.0K | 0.27% | −1,500−8.8% | Reduced |
| Verus Capital Partners, LLC | 16,145 | $645.0K | 0.10% | +16,145 | New |