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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 5,304 | $165.0K | 0.02% | −3,754−41.4% | Reduced |
| Tradition Wealth Management, LLC | 5,308 | $165.0K | 0.02% | −82−1.5% | Reduced |
| Okabena Investment Services Inc | 5,319 | $166.0K | 0.09% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 5,468 | $170.2K | 0.09% | +1,468+36.7% | Added |
| Seldon Capital LP | 5,502 | $171.0K | 0.10% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,634 | $175.0K | 0.12% | +5,629+112,580.0% | Added |
| PSI Advisors, LLC | 5,691 | $177.0K | 0.09% | +141+2.5% | Added |
| Financial Perspectives, Inc | 5,774 | $179.7K | 0.10% | +7+0.1% | Added |
| Pacific Center for Financial Services | 5,909 | $184.0K | 0.08% | −1,088−15.5% | Reduced |
| Fortis Advisors, LLC | 6,000 | $187.0K | 0.12% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 6,070 | $189.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,129 | $191.0K | 0.03% | +680+12.5% | Added |
| Ellis Investment Partners, LLC | 6,287 | $195.0K | 0.05% | −377−5.7% | Reduced |
| Powell Investment Advisors, LLC | 6,326 | $197.0K | 0.12% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,357 | $197.9K | 0.12% | +6,357 | New |
| Johnson Midwest Financial, LLC | 6,364 | $198.0K | 0.27% | +34+0.5% | Added |
| Saxon Interests, Inc. | 6,424 | $200.0K | 0.12% | −2,847−30.7% | Reduced |
| Peak Asset Management, LLC | 6,430 | $200.0K | 0.05% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 6,430 | $200.0K | 0.47% | +752+13.2% | Added |
| Ambassador Advisors, LLC | 6,448 | $201.0K | 0.05% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 6,446 | $201.0K | 0.02% | +6,446 | New |
| Corrigan Financial, Inc. | 6,475 | $201.6K | 0.07% | +502+8.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,517 | $203.0K | 0.06% | +870+15.4% | Added |
| Zhang Financial LLC | 6,566 | $204.0K | 0.03% | −6,429−49.5% | Reduced |
| Jackson Square Capital, LLC | 6,538 | $204.0K | 0.09% | −3,809−36.8% | Reduced |
| Unio Capital LLC | 6,600 | $205.0K | 0.12% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,630 | $206.0K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 6,614 | $206.0K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 6,679 | $207.9K | 0.09% | 00.0% | Unchanged |
| Main Street Research LLC | 6,682 | $208.0K | 0.05% | −9,494−58.7% | Reduced |
| Empirical Asset Management, LLC | 6,691 | $208.0K | 0.22% | −144−2.1% | Reduced |
| Opal Wealth Advisors, LLC | 6,680 | $208.0K | 0.14% | +127+1.9% | Added |
| De Burlo Group Inc | 6,682 | $208.0K | 0.06% | +3,850+135.9% | Added |
| Foster Group, Inc. | 6,673 | $208.0K | 0.01% | +6,673 | New |
| Alera Investment Advisors, LLC | 6,718 | $209.0K | 0.06% | +430+6.8% | Added |
| Raub Brock Capital Management LP | 6,700 | $209.0K | 0.04% | +6,700 | New |
| Ontario Teachers Pension Plan Board | 6,733 | $210.0K | 0.00% | −1,732−20.5% | Reduced |
| Northwest Bancshares, Inc. | 6,730 | $210.0K | 0.05% | −150−2.2% | Reduced |
| Austin Private Wealth, LLC | 6,756 | $210.0K | 0.05% | +44+0.7% | Added |
| Abacus Wealth Partners, LLC | 6,761 | $210.5K | 0.11% | −7,796−53.6% | Reduced |
| Arcus Capital Partners, LLC | 6,777 | $211.0K | 0.09% | −17,294−71.8% | Reduced |
| Retirement Group, LLC | 6,769 | $211.0K | 0.09% | −15−0.2% | Reduced |
| KerberRose Wealth Management, LLC | 6,771 | $211.0K | 0.17% | +6,771 | New |
| TCWP LLC | 6,841 | $212.0K | 0.05% | +83+1.2% | Added |
| Measured Wealth Private Client Group, LLC | 6,827 | $213.0K | 0.09% | −914−11.8% | Reduced |
| Integral Investment Advisors, Inc. | 6,832 | $213.0K | 0.18% | −683−9.1% | Reduced |
| Winslow Asset Management Inc | 6,832 | $213.0K | 0.05% | 00.0% | Unchanged |
| F3Logic, LLC | 6,827 | $213.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 6,845 | $213.0K | 0.09% | +83+1.2% | Added |
| Riverview Trust Co | 6,880 | $214.0K | 0.19% | −1,552−18.4% | Reduced |
| Clarity Wealth Advisors, LLC | 6,896 | $214.0K | 0.12% | −338−4.7% | Reduced |
| Hills Bank & Trust Co | 6,902 | $214.0K | 0.03% | −61−0.9% | Reduced |
| Benjamin Edwards Inc | 6,881 | $214.0K | 0.06% | +1,133+19.7% | Added |
| Investment Advisory Group, LLC | 6,823 | $215.0K | 0.15% | −371−5.2% | Reduced |
| WealthBridge Capital Management, LLC | 6,900 | $215.0K | 0.09% | −100−1.4% | Reduced |
| GenTrust, LLC | 6,895 | $215.0K | 0.02% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 6,910 | $215.0K | 0.15% | +210+3.1% | Added |
| Scissortail Wealth Management, LLC | 4,829 | $215.0K | 0.08% | +4,829 | New |
| Community Trust & Investment Co | 6,934 | $216.0K | 0.02% | −1,806−20.7% | Reduced |
| Willow Creek Wealth Management Inc. | 6,947 | $216.0K | 0.04% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 6,984 | $217.0K | 0.27% | −5,040−41.9% | Reduced |
| Sandbox Financial Partners, LLC | 6,972 | $217.0K | 0.15% | −832−10.7% | Reduced |
| Affinity Wealth Management LLC | 6,922 | $217.0K | 0.05% | +11+0.2% | Added |
| Ballast Advisors LLC | 7,006 | $218.0K | 0.10% | +200+2.9% | Added |
| Beta Wealth Group, Inc. | 7,000 | $218.0K | 0.15% | +200+2.9% | Added |
| Harvest Volatility Management LLC | 7,009 | $218.0K | 0.04% | +961+15.9% | Added |
| Second Half Financial Partners, LLC | 5,640 | $218.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 7,005 | $218.1K | 0.10% | 00.0% | Unchanged |
| Brio Consultants, LLC | 7,099 | $219.0K | 0.05% | −4,901−40.8% | Reduced |
| Kelman-Lazarov, Inc. | 7,042 | $219.0K | 0.07% | −250−3.4% | Reduced |
| Compass Financial Advisors LLC | 7,029 | $219.0K | 0.30% | +30.0% | Added |
| Aspire Wealth Management Corp | 7,040 | $219.0K | 0.20% | +10.0% | Added |
| Cassia Capital Partners, LLC | 7,022 | $219.0K | 0.22% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,061 | $219.0K | 0.23% | +1,002+16.5% | Added |
| Versant Capital Management, Inc | 7,070 | $220.0K | 0.08% | +24+0.3% | Added |
| Staley Capital Advisers Inc | 7,105 | $221.0K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 7,092 | $221.0K | 0.25% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 7,110 | $221.0K | 0.08% | +40+0.6% | Added |
| Private Management Group Inc | 7,122 | $222.0K | 0.01% | +116+1.7% | Added |
| Bank Hapoalim BM | 7,166 | $223.0K | 0.03% | −28,658−80.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 7,162 | $223.0K | 0.10% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 7,107 | $223.0K | 0.11% | +53+0.8% | Added |
| Kowal Investment Group, LLC | 7,168 | $223.0K | 0.07% | +7,168 | New |
| EdgeRock Capital LLC | 7,181 | $224.0K | 0.15% | +7,181 | New |
| Heck Capital Advisors, LLC | 7,225 | $224.9K | 0.05% | −5,008−40.9% | Reduced |
| Family Management Corp | 7,230 | $225.0K | 0.06% | −1,896−20.8% | Reduced |
| Financial Engines Advisors L.L.C. | 7,231 | $225.0K | 0.00% | −752−9.4% | Reduced |
| WFA of San Diego, LLC | 7,212 | $225.0K | 0.19% | −443−5.8% | Reduced |
| Independent Family Office, LLC | 7,219 | $225.0K | 0.21% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 7,237 | $225.0K | 0.22% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,271 | $226.0K | 0.07% | −197−2.6% | Reduced |
| Klingman & Associates, LLC | 7,284 | $227.0K | 0.02% | +248+3.5% | Added |
| CFO4Life Group, LLC | 7,078 | $228.0K | 0.06% | −3,813−35.0% | Reduced |
| Bridgeworth, LLC | 7,357 | $229.0K | 0.05% | +8+0.1% | Added |
| Ackerman Capital Advisors, LLC | 7,358 | $229.0K | 0.06% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 7,378 | $229.0K | 0.33% | +103+1.4% | Added |
| Trellis Advisors, LLC | 7,351 | $229.0K | 0.13% | +525+7.7% | Added |
| SFMG, LLC | 7,364 | $229.0K | 0.03% | +784+11.9% | Added |
| Penobscot Investment Management Company, Inc. | 7,373 | $230.0K | 0.04% | −700−8.7% | Reduced |
| Regatta Capital Group, LLC | 7,409 | $231.0K | 0.11% | −3,710−33.4% | Reduced |