Skip to main content

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, 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
2,647
−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
1,270 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.

Institutional holdersQ2 2022: 2,647 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,795 institutionsQ2 2022: 2,647 institutionsQ3 2022: 2,605 institutionsQ4 2022: 2,722 institutionsQ1 2023: 2,664 institutionsQ2 2023: 2,651 institutionsQ3 2023: 2,624 institutionsQ4 2023: 2,859 institutionsQ1 2024: 2,924 institutionsQ2 2024: 2,955 institutionsQ3 2024: 2,988 institutionsQ4 2024: 3,276 institutionsQ1 2025: 3,214 institutionsQ2 2025: 3,321 institutionsQ3 2025: 3,366 institutionsQ4 2025: 3,615 institutionsQ1 2026: 3,492 institutionsQ2 2026: 3,620 institutions
Value heldQ2 2022: $173.8B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,492$259.2B
Q4 20253,615$303.6B
Q3 20253,366$281.7B
Q2 20253,321$260.1B
Q1 20253,214$231.2B
Q4 20243,276$247.3B
Q3 20242,988$220.6B
Q2 20242,955$224.3B
Q1 20242,924$213.8B
Q4 20232,859$188.1B
Q3 20232,624$150.9B
Q2 20232,651$158.0B
Q1 20232,664$157.5B
Q4 20222,722$186.9B
Q3 20222,605$169.7B
Q2 20222,647$173.8B
Q1 20222,795$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wambolt & Associates, LLC34,224$1.06M0.43%−459−1.3%Reduced
IFG Advisory, LLC34,285$1.07M0.12%+926+2.8%Added
Dorchester Wealth Management Co34,338$1.07M0.21%+5,573+19.4%Added
Connecticut Wealth Management, LLC34,410$1.07M0.09%+37+0.1%Added
Continental Advisors LLC34,438$1.07M0.98%00.0%Unchanged
Jmac Enterprises LLC34,431$1.07M0.28%+262+0.8%Added
Reynolds Investment Management, Inc.34,535$1.07M0.38%+75+0.2%Added
Parisi Gray Wealth Management34,559$1.08M0.56%+83+0.2%Added
Pasadena Private Wealth, LLC34,583$1.08M0.37%−750−2.1%Reduced
Community Bank, N.A.34,693$1.08M0.15%+2,638+8.2%Added
Mill Capital Management, LLC34,731$1.08M0.12%+1,484+4.5%Added
Pecaut & Co.34,841$1.08M0.61%−41,784−54.5%Reduced
Transatlantique Private Wealth LLC34,838$1.08M0.76%+34,838New
Capital Asset Advisory Services LLC34,932$1.09M0.12%+148+0.4%Added
Rosenbaum Jay D.35,012$1.09M2.11%+1,951+5.9%Added
Acropolis Investment Management, LLC35,081$1.09M0.11%+272+0.8%Added
Bragg Financial Advisors, Inc35,142$1.09M0.07%+5,861+20.0%Added
Financial Architects, Inc35,205$1.10M1.39%+1,222+3.6%Added
RMB Capital Management, LLC35,317$1.10M0.04%+4,089+13.1%Added
SignalPoint Asset Management, LLC35,386$1.10M0.40%−95−0.3%Reduced
Ropes Wealth Advisors LLC35,357$1.10M0.23%+1,500+4.4%Added
Cliftonlarsonallen Wealth Advisors, LLC35,526$1.11M0.05%−1,583−4.3%Reduced
Nicholas Hoffman & Company, LLC.35,653$1.11M0.05%+602+1.7%Added
Woodward Diversified Capital, LLC35,725$1.11M0.85%−9,802−21.5%Reduced
Pinnacle Holdings, LLC35,748$1.11M0.51%00.0%Unchanged
Princeton Capital Management LLC35,790$1.11M0.43%+1,350+3.9%Added
Naviter Wealth, LLC35,862$1.12M0.46%+35,862New
Buttonwood Financial Advisors Inc.35,888$1.12M1.01%−128−0.4%Reduced
Blue Edge Capital, LLC36,000$1.12M0.26%00.0%Unchanged
Stony Point Wealth Management Inc.36,010$1.12M0.73%+2,033+6.0%Added
Caxton Associates LP36,175$1.13M0.14%+20,024+124.0%Added
Millennium Capital Advisors, LLC36,231$1.13M1.10%−1,189−3.2%Reduced
Lombard Odier Asset Management (Europe) Ltd36,259$1.13M0.06%−10,355−22.2%Reduced
Edmonds Duncan Registered Investment Advisors, LLC36,257$1.13M0.39%00.0%Unchanged
Abundance Wealth Counselors36,304$1.13M0.31%−787−2.1%Reduced
Orion Capital Management LLC36,314$1.13M0.88%+1,500+4.3%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management36,505$1.14M0.06%+7,662+26.6%Added
Krilogy Financial LLC36,669$1.14M0.13%+6,645+22.1%Added
Aspiriant, LLC36,746$1.14M0.06%−1,117−3.0%Reduced
Balentine LLC36,759$1.14M0.04%−48,692−57.0%Reduced
CRA Financial Services, LLC36,778$1.15M0.39%−453−1.2%Reduced
Guardian Wealth Advisors, LLC36,914$1.15M0.21%+16,532+81.1%Added
Aspen Investment Management Inc37,186$1.16M0.72%−5,375−12.6%Reduced
Intrinsic Value Partners, LLC37,253$1.16M1.48%−700−1.8%Reduced
Atlas Brown,Inc.37,312$1.16M0.55%+3,321+9.8%Added
BLB&B Advisors, LLC37,363$1.16M0.09%−28−0.1%Reduced
Wealth Management Associates, Inc.37,438$1.17M0.80%−1,655−4.2%Reduced
Biltmore Family Office, LLC37,445$1.17M0.29%+629+1.7%Added
US Asset Management LLC37,475$1.17M1.28%+160+0.4%Added
Clearview Wealth Advisors LLC37,648$1.17M0.88%+1,806+5.0%Added
Tempus Wealth Planning, LLC37,824$1.18M0.97%+1,830+5.1%Added
Schulhoff & Co Inc37,882$1.18M0.55%+212+0.6%Added
M&R Capital Management Inc37,989$1.18M0.31%+359+1.0%Added
Mission Wealth Management, LP38,000$1.18M0.06%+6,672+21.3%Added
InTrack Investment Management Inc38,342$1.19M1.22%+116+0.3%Added
Seven Eight Capital, LP38,390$1.20M0.48%+6,932+22.0%Added
Prudent Man Advisors, LLC38,417$1.20M0.56%−388−1.0%Reduced
Parkside Investments, LLC38,500$1.20M0.25%+5,000+14.9%Added
Avantax Planning Partners, Inc.38,510$1.20M0.05%+1,734+4.7%Added
K.J. Harrison & Partners Inc38,540$1.20M0.32%+30,000+351.3%Added
Marcum Wealth, LLC38,623$1.20M0.18%+3,196+9.0%Added
Sabadell Asset Management, S.A S.G.I.I.C40,018$1.21M0.25%00.0%Unchanged
Balasa Dinverno & Foltz LLC38,733$1.21M0.08%−5,055−11.5%Reduced
Pegasus Partners Ltd.38,796$1.21M0.25%+1,151+3.1%Added
Falcon Wealth Planning38,998$1.21M0.41%00.0%Unchanged
Sound View Wealth Advisors Group, LLC39,037$1.22M0.25%+122+0.3%Added
Quadrant Private Wealth Management, LLC39,057$1.22M0.50%+148+0.4%Added
Thomas White International Ltd39,181$1.22M0.24%00.0%Unchanged
Octavia Wealth Advisors, LLC39,231$1.22M0.32%+944+2.5%Added
Global Financial Private Client, LLC38,749$1.22M0.69%−7,725−16.6%Reduced
Advisor Resource Council39,293$1.22M0.11%−1,785−4.3%Reduced
Abacus Planning Group, Inc.39,326$1.22M0.36%+387+1.0%Added
JB Capital LLC39,383$1.23M0.13%+1,728+4.6%Added
Curated Wealth Partners LLC39,372$1.23M0.36%+12,693+47.6%Added
Sovereign Financial Group, Inc.39,486$1.23M0.48%+3,969+11.2%Added
Paradigm Capital Management, LLC39,607$1.23M1.55%−2,405−5.7%Reduced
Americana Partners, LLC39,687$1.24M0.22%+15,592+64.7%Added
Agf Investments Inc.39,753$1.24M0.01%−18,413−31.7%Reduced
Grand Jean Capital Management Inc40,000$1.25M0.50%−314,682−88.7%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.40,000$1.25M0.72%−30,000−42.9%Reduced
Pentwater Capital Management LP40,000$1.25M0.02%00.0%Unchanged
Anson Funds Management LP40,000$1.25M0.18%00.0%Unchanged
Barbara Oil Co.40,000$1.25M0.65%00.0%Unchanged
Coastal Bridge Advisors, LLC40,019$1.25M0.38%+3,374+9.2%Added
RFG Advisory, LLC36,832$1.25M0.07%+14,207+62.8%Added
Freedom Day Solutions, LLC40,377$1.26M0.63%−1,343−3.2%Reduced
Insight Advisors, LLC38,616$1.26M0.43%−3,392−8.1%Reduced
Summit Trail Advisors, LLC40,448$1.26M0.08%+8,035+24.8%Added
Paragon Capital Management LLC40,453$1.26M0.74%+40,453New
Axxcess Wealth Management, LLC40,465$1.26M0.12%+6,777+20.1%Added
West Branch Capital LLC40,670$1.27M0.73%+2,447+6.4%Added
Gladius Capital Management LP40,669$1.27M0.28%−16,651−29.0%Reduced
Lindbrook Capital, LLC40,793$1.27M0.21%−2,557−5.9%Reduced
Legacy Advisors, LLC40,802$1.27M0.27%+2,287+5.9%Added
Barings LLC40,939$1.27M0.05%−14,504−26.2%Reduced
Circle Wealth Management, LLC40,991$1.28M0.20%−39−0.1%Reduced
Mechanics Bank Trust Department40,966$1.28M0.23%+190+0.5%Added
Mitchell & Pahl Private Wealth, LLC41,216$1.28M0.89%−2,795−6.4%Reduced
Strategic Investment Advisors41,219$1.28M0.26%+5,790+16.3%Added
Alps Advisors Inc41,332$1.29M0.01%−27,994−40.4%Reduced