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 |
|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | 8,834 | $275.0K | 0.11% | −7,000−44.2% | Reduced |
| Goff John C | 8,846 | $275.0K | 0.33% | 00.0% | Unchanged |
| Nvest Financial, LLC | 8,837 | $275.0K | 0.29% | +40.0% | Added |
| Patriot Investment Management Inc. | 8,874 | $276.0K | 0.03% | −723−7.5% | Reduced |
| Cozad Asset Management Inc | 8,865 | $276.0K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,879 | $276.0K | 0.03% | +941+11.9% | Added |
| Thrive Wealth Management, LLC | 8,880 | $276.0K | 0.10% | +1,992+28.9% | Added |
| Delta Investment Management, LLC | 8,902 | $277.0K | 0.13% | +20.0% | Added |
| Security Asset Management | 8,934 | $278.0K | 0.15% | +17+0.2% | Added |
| Round Table Services, LLC | 8,974 | $279.0K | 0.05% | +10.0% | Added |
| Hunter Associates Investment Management LLC | 8,873 | $279.0K | 0.07% | +8,873 | New |
| Fairfield, Bush & Co. | 9,000 | $280.0K | 0.16% | −4,604−33.8% | Reduced |
| Cooper/Haims Advisors, LLC | 8,982 | $280.0K | 0.18% | −2,760−23.5% | Reduced |
| Tacita Capital Inc | 9,001 | $280.0K | 0.19% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 8,989 | $280.0K | 0.02% | +76+0.9% | Added |
| Smallwood Wealth Investment Management, LLC | 8,986 | $280.0K | 0.28% | +2,000+28.6% | Added |
| KB Financial Partners, LLC | 9,042 | $281.0K | 0.10% | −575−6.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 8,418 | $281.0K | 0.35% | +359+4.5% | Added |
| Kozak & Associates, Inc. | 9,048 | $282.0K | 0.19% | +127+1.4% | Added |
| Stiles Financial Services Inc | 9,048 | $282.0K | 0.17% | +1,066+13.4% | Added |
| WoodTrust Financial Corp | 9,085 | $283.0K | 0.06% | +1,800+24.7% | Added |
| Violich Capital Management, Inc. | 9,114 | $284.0K | 0.05% | +1,075+13.4% | Added |
| Benedetti & Gucer, Inc. | 9,147 | $285.0K | 0.19% | −1,830−16.7% | Reduced |
| One Wealth Advisors, LLC | 9,159 | $285.0K | 0.08% | +119+1.3% | Added |
| HFG Advisors, Inc. | 9,142 | $285.0K | 0.38% | +3,000+48.8% | Added |
| Aveo Capital Partners, LLC | 9,197 | $286.0K | 0.05% | −448−4.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 9,200 | $286.0K | 0.03% | −200−2.1% | Reduced |
| Collective Family Office LLC | 9,183 | $286.0K | 0.12% | +340+3.8% | Added |
| Skba Capital Management LLC | 9,200 | $286.0K | 0.06% | +800+9.5% | Added |
| BerganKDV Wealth Management, LLC | 9,206 | $287.0K | 0.03% | −13−0.1% | Reduced |
| My Personal CFO, LLC | 9,217 | $287.0K | 0.37% | +422+4.8% | Added |
| Ellevest, Inc. | 9,246 | $288.0K | 0.03% | −348−3.6% | Reduced |
| New England Professional Planning Group Inc. | 9,239 | $288.0K | 0.20% | +444+5.0% | Added |
| Cypress Capital Management LLC | 9,291 | $289.0K | 0.04% | 00.0% | Unchanged |
| Curi Capital | 9,310 | $290.0K | 0.06% | +1,600+20.8% | Added |
| Palisades Hudson Asset Management, L.P. | 9,332 | $291.0K | 0.16% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 9,384 | $292.0K | 0.23% | −1,612−14.7% | Reduced |
| Moseley Investment Management Inc | 9,369 | $292.0K | 0.20% | +342+3.8% | Added |
| MV Capital Management, Inc. | 9,421 | $293.0K | 0.05% | −1,198−11.3% | Reduced |
| CFM Wealth Partners LLC | 9,419 | $293.0K | 0.09% | −411−4.2% | Reduced |
| Baker Ellis Asset Management LLC | 9,405 | $293.0K | 0.06% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 9,319 | $293.0K | 0.11% | +228+2.5% | Added |
| Coastal Capital Group, Inc. | 9,446 | $294.0K | 0.08% | +24+0.3% | Added |
| Madison Wealth Partners, Inc | 9,474 | $295.0K | 0.19% | +158+1.7% | Added |
| Kistler-Tiffany Companies, LLC | 9,591 | $299.0K | 0.07% | +260+2.8% | Added |
| WCG Wealth Advisors LLC | 9,600 | $299.0K | 0.04% | +9,600 | New |
| Certified Advisory Corp | 9,647 | $300.0K | 0.07% | +28+0.3% | Added |
| Sustainable Insight Capital Management, LLC | 8,900 | $300.0K | 0.30% | +600+7.2% | Added |
| Alterity Financial Group, LLC | 9,632 | $300.0K | 0.45% | +9,632 | New |
| Westshore Wealth, LLC | 9,674 | $301.0K | 0.20% | −5,184−34.9% | Reduced |
| Meridian Financial, LLC | 11,756 | $302.1K | 0.34% | −3,501−22.9% | Reduced |
| NFP Retirement, Inc. | 9,731 | $302.9K | 0.08% | −42−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 9,755 | $304.0K | 0.03% | −26,447−73.1% | Reduced |
| Meixler Investment Management, Ltd. | 9,750 | $304.0K | 0.35% | −100−1.0% | Reduced |
| NuWave Investment Management, LLC | 9,775 | $304.0K | 0.41% | +9,775 | New |
| Ascent Wealth Partners, LLC | 9,787 | $305.0K | 0.07% | −5,301−35.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,825 | $306.0K | 0.01% | −68−0.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,845 | $306.0K | 0.02% | 00.0% | Unchanged |
| Single Point Partners, LLC | 9,817 | $306.0K | 0.08% | +34+0.3% | Added |
| JGP Wealth Management, LLC | 9,925 | $307.0K | 0.06% | +6+0.1% | Added |
| Osborne Partners Capital Management, LLC | 9,865 | $307.0K | 0.02% | +512+5.5% | Added |
| Texas Capital Bancshares Inc | 9,875 | $307.0K | 0.23% | +2,346+31.2% | Added |
| Fairhaven Wealth Management, LLC | 9,879 | $308.0K | 0.14% | −4,960−33.4% | Reduced |
| Garde Capital, Inc. | 9,883 | $308.0K | 0.04% | −20−0.2% | Reduced |
| Van Strum & Towne Inc. | 9,884 | $308.0K | 0.13% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 9,911 | $308.0K | 0.14% | +9,911 | New |
| Northcape Wealth Management, LLC | 9,918 | $309.0K | 0.12% | −2,899−22.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 9,929 | $309.0K | 0.02% | −477−4.6% | Reduced |
| Alliance Wealth Management Group | 9,930 | $309.0K | 0.11% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 9,936 | $309.0K | 0.27% | +30+0.3% | Added |
| Mayfair Advisory Group, LLC | 9,135 | $309.0K | 0.41% | +7+0.1% | Added |
| Sanders Morris Harris LLC | 9,919 | $309.0K | 0.07% | +1,400+16.4% | Added |
| Provident Trust Co | 9,957 | $310.0K | 0.01% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 9,968 | $310.0K | 0.17% | +555+5.9% | Added |
| Lokken Investment Group LLC | 9,959 | $310.0K | 0.25% | +503+5.3% | Added |
| Bangor Savings Bank | 9,977 | $310.0K | 0.03% | +9,977 | New |
| JT Stratford LLC | 9,985 | $311.0K | 0.10% | −1,356−12.0% | Reduced |
| Brave Asset Management Inc | 9,995 | $311.0K | 0.14% | 00.0% | Unchanged |
| Red Wave Investments LLC | 9,976 | $311.0K | 0.13% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 10,000 | $311.0K | 0.14% | +10,000 | New |
| Quantum Financial Advisors, LLC | 8,870 | $311.0K | 0.12% | +8,870 | New |
| Gryphon Financial Partners LLC | 9,999 | $312.0K | 0.08% | −806−7.5% | Reduced |
| Berger Financial Group, Inc | 10,034 | $312.0K | 0.05% | +889+9.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 10,041 | $313.0K | 0.31% | +48+0.5% | Added |
| Guerra Pan Advisors, LLC | 9,246 | $313.0K | 0.39% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 10,075 | $314.0K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 10,105 | $315.0K | 0.13% | −6,000−37.3% | Reduced |
| Verus Financial Partners, Inc. | 9,348 | $315.0K | 0.05% | +571+6.5% | Added |
| Maxele Advisors, LLC | 10,122 | $315.1K | 0.49% | −485−4.6% | Reduced |
| Sonata Capital Group Inc | 10,144 | $316.0K | 0.16% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 10,188 | $317.0K | 0.37% | +58+0.6% | Added |
| Triumph Capital Management | 10,223 | $318.0K | 0.17% | +60+0.6% | Added |
| Investment Partners, Ltd. | 10,242 | $319.0K | 0.16% | +258+2.6% | Added |
| MBA Advisors LLC | 10,295 | $320.0K | 0.22% | −110−1.1% | Reduced |
| Geller Advisors LLC | 10,283 | $320.0K | 0.07% | −62−0.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 10,242 | $320.0K | 0.10% | +36+0.4% | Added |
| Valtinson Bruner Financial Planning LLC | 10,280 | $320.0K | 0.19% | +62+0.6% | Added |
| Morton Capital Management LLC | 10,287 | $320.2K | 0.14% | −158−1.5% | Reduced |
| First Bank & Trust | 10,321 | $321.0K | 0.10% | +497+5.1% | Added |
| Washington Trust Advisors, Inc. | 10,333 | $322.0K | 0.03% | −350−3.3% | Reduced |