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; 3,619 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, Q2 2022
Institutional positions in Bank of America Corp as of Jun 30, 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
- 2,648
- −109 vs. Q1 2022
- Shares held
- 5.58B
- −6.57M (−0.1%) vs. Q1 2022
- Total value
- $173.8B
- −$56.5B (−24.5%) vs. Q1 2022
- New holders
- 127
- 1,271 more added
- Sold out
- 236
- 932 more reduced
39 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 3,619 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 6 | $0 | 0.00% | −2,035−99.7% | Reduced |
| First Personal Financial Services | 3 | $0 | 0.00% | −500−99.4% | Reduced |
| Financial Enhancement Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $0 | 0.00% | +12 | New |
| WR Wealth Planners, LLC | 9 | $280 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 23 | $721 | 0.66% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 45 | $1.00K | 0.00% | −1,063−95.9% | Reduced |
| Elequin Capital LP | 32 | $1.00K | 0.00% | +6+23.1% | Added |
| Ulland Investment Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Global Trust Asset Management, LLC | 100 | $3.00K | 0.00% | −6,133−98.4% | Reduced |
| PFG Private Wealth Management, LLC | 98 | $3.00K | 0.00% | −260−72.6% | Reduced |
| Guardian Wealth Management, Inc. | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 146 | $4.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 169 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 155 | $5.00K | 0.00% | +1+0.6% | Added |
| Syverson Strege & Co | 187 | $6.00K | 0.00% | −250−57.2% | Reduced |
| Disciplined Investments, LLC | 193 | $6.00K | 0.00% | −150−43.7% | Reduced |
| PYA Waltman Capital, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 190 | $6.00K | 0.00% | +190 | New |
| Clear Perspectives Financial Planning, LLC | 179 | $6.00K | 0.00% | +179 | New |
| Morton Brown Family Wealth, LLC | 181 | $6.00K | 0.00% | +181 | New |
| Corbenic Partners LLC | 212 | $7.00K | 0.00% | −419−66.4% | Reduced |
| AlphaMark Advisors, LLC | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 228 | $7.09K | 0.00% | +2+0.9% | Added |
| USA Financial Portformulas Corp | 255 | $8.00K | 0.01% | −1,740−87.2% | Reduced |
| IAG Wealth Partners, LLC | 266 | $8.00K | 0.00% | −56−17.4% | Reduced |
| Kenfarb & Co. | 194 | $8.00K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $9.00K | 0.01% | +300 | New |
| Coston, McIsaac & Partners | 281 | $9.00K | 0.01% | +281 | New |
| Castleview Partners, LLC | 100 | $9.62K | 0.01% | −3,348−97.1% | Reduced |
| Advanced Research Investment Solutions, LLC | 323 | $10.0K | 0.01% | −260−44.6% | Reduced |
| FSC Wealth Advisors, LLC | 331 | $10.0K | 0.09% | +131+65.5% | Added |
| Bivin & Associates, Inc. | 361 | $11.0K | 0.01% | −59−14.0% | Reduced |
| Savior LLC | 350 | $11.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 356 | $11.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 365 | $11.0K | 0.02% | +7+2.0% | Added |
| Gould Capital, LLC | 350 | $11.0K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 339 | $11.0K | 0.02% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 365 | $11.0K | 0.00% | +365 | New |
| Professional Financial Advisors, LLC | 387 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 397 | $12.0K | 0.01% | +1+0.3% | Added |
| Bellwether Advisors, LLC | 445 | $13.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 427 | $13.3K | 0.01% | −30−6.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 462 | $14.0K | 0.01% | +3+0.7% | Added |
| Antonetti Capital Management LLC | 479 | $15.0K | 0.02% | −500−51.1% | Reduced |
| Rockbridge Investment Management, LCC | 496 | $15.4K | 0.00% | −3,109−86.2% | Reduced |
| Mizuho Securities Co. Ltd. | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 554 | $17.0K | 0.01% | −40−6.7% | Reduced |
| Gibson Wealth Advisors LLC | 541 | $17.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 624 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 626 | $19.0K | 0.02% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 610 | $19.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 627 | $20.0K | 0.03% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 690 | $21.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 675 | $21.0K | 0.01% | +675 | New |
| Arcadia Investment Advisors LLC | 700 | $21.8K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 718 | $22.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 716 | $22.0K | 0.01% | +212+42.1% | Added |
| Capital Management Associates | 750 | $23.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 751 | $23.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 731 | $23.0K | 0.01% | +86+13.3% | Added |
| Cowen Prime Advisors LLC | 760 | $24.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 764 | $24.0K | 0.02% | +56+7.9% | Added |
| GW&K Investment Management, LLC | 818 | $25.0K | 0.00% | +373+83.8% | Added |
| McCarthy Grittinger Financial Group, LLC | 859 | $26.7K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $27.0K | 0.01% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 880 | $27.0K | 0.03% | +880 | New |
| Founders Capital Management | 902 | $28.0K | 0.02% | −188−17.2% | Reduced |
| Siena Capital LLC | 900 | $28.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 898 | $28.0K | 0.02% | +898 | New |
| Core Wealth Advisors, Inc. | 940 | $29.0K | 0.02% | +1+0.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 930 | $29.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 922 | $29.0K | 0.02% | +922 | New |
| Sageworth Trust Co | 956 | $30.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 955 | $30.0K | 0.02% | +24+2.6% | Added |
| Bell Investment Advisors, Inc | 962 | $30.0K | 0.01% | +962 | New |
| Tfo-TDC, LLC | 985 | $31.0K | 0.01% | −609−38.2% | Reduced |
| Park Circle Co | 1,000 | $31.0K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,004 | $31.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 957 | $31.0K | 0.02% | +4+0.4% | Added |
| Lee Financial Co | 989 | $31.0K | 0.01% | +294+42.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,008 | $31.0K | 0.01% | +648+180.0% | Added |
| Foster Dykema Cabot & Co Inc | 1,000 | $31.0K | 0.00% | +1,000 | New |
| Country Trust Bank | 1,039 | $32.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,071 | $33.0K | 0.00% | −72,507−98.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,100 | $34.0K | 0.02% | +1,100 | New |
| RE Dickinson Investment Advisors, LLC | 1,120 | $35.0K | 0.03% | −112−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,110 | $35.0K | 0.01% | −112−9.2% | Reduced |
| Marshall & Sullivan Inc | 1,133 | $35.0K | 0.02% | +1,133 | New |
| Castle Wealth Management LLC | 1,140 | $35.0K | 0.02% | +1,140 | New |
| Rocky Mountain Advisers, LLC | 1,231 | $38.0K | 0.05% | −300−19.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,222 | $38.0K | 0.01% | −289−19.1% | Reduced |
| Tortoise Investment Management, LLC | 1,233 | $38.0K | 0.01% | 00.0% | Unchanged |