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, Q3 2022
Institutional positions in Bank of America Corp as of Sep 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
- 2,606
- 0 vs. Q2 2022
- Shares held
- 5.61B
- +34.9M (+0.6%) vs. Q2 2022
- Total value
- $169.7B
- −$4.00B (−2.3%) vs. Q2 2022
- New holders
- 122
- 1,186 more added
- Sold out
- 122
- 935 more reduced
42 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Personal Financial Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 6 | $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 |
| First Command Advisory Services, Inc. | 1,500 | $0 | 0.00% | +1,500 | New |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 9 | $272 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 11 | $333 | 0.00% | +11 | New |
| Carolina Wealth Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 54 | $1.63K | 0.00% | +54 | New |
| Karlinski Andrew C | 55 | $2.00K | 0.00% | −284−83.8% | Reduced |
| USA Financial Portformulas Corp | 55 | $2.00K | 0.00% | −200−78.4% | Reduced |
| Cribstone Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $3.02K | 0.00% | +100 | New |
| Leelyn Smith, LLC | 133 | $4.00K | 0.00% | −542−80.3% | Reduced |
| Insight Financial Services | 146 | $4.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 155 | $5.00K | 0.00% | −25−13.9% | Reduced |
| Stephenson National Bank & Trust | 169 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 155 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 181 | $5.47K | 0.00% | +181 | New |
| McMillion Capital Management Inc | 190 | $6.00K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 195 | $6.00K | 0.00% | +195 | New |
| Fairfield Financial Advisors, LTD | 228 | $6.88K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 230 | $7.00K | 0.00% | −36−13.5% | Reduced |
| Cetera Advisors LLC | 267,858 | $8.00K | 0.00% | +133,165+98.9% | Added |
| Coston, McIsaac & Partners | 280 | $8.00K | 0.00% | −1−0.4% | Reduced |
| CNB Bank | 304 | $9.00K | 0.01% | −414−57.7% | Reduced |
| FNY Investment Advisers, LLC | 320 | $9.00K | 0.01% | +20+6.7% | Added |
| Dark Forest Capital Management LP | 283 | $9.00K | 0.00% | +283 | New |
| FSC Wealth Advisors, LLC | 331 | $10.0K | 0.10% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 325 | $10.0K | 0.00% | +100+44.4% | Added |
| Clean Yield Group | 379 | $11.0K | 0.01% | −175−31.6% | Reduced |
| Mizuho Securities Co. Ltd. | 349 | $11.0K | 0.00% | −1−0.3% | Reduced |
| ClariVest Asset Management LLC | 365 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 | 366 | $11.0K | 0.02% | +1+0.3% | Added |
| Gould Capital, LLC | 350 | $11.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 358 | $11.0K | 0.01% | +260+265.3% | Added |
| Axim Planning & Wealth | 400 | $12.0K | 0.01% | −498−55.5% | Reduced |
| Professional Financial Advisors, LLC | 387 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 398 | $12.0K | 0.01% | +1+0.3% | Added |
| Disciplined Investments, LLC | 418 | $13.0K | 0.01% | +225+116.6% | Added |
| Antonetti Capital Management LLC | 479 | $14.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 465 | $14.0K | 0.01% | +450+3,000.0% | Added |
| Tfo-TDC, LLC | 500 | $15.0K | 0.00% | −485−49.2% | Reduced |
| Siena Capital LLC | 500 | $15.0K | 0.01% | −400−44.4% | Reduced |
| Cetera Investment Advisers | 513,308 | $16.0K | 0.00% | +20,053+4.1% | Added |
| Gibson Wealth Advisors LLC | 541 | $16.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 573 | $17.0K | 0.00% | −3,182−84.7% | Reduced |
| BCR Wealth Strategies, LLC | 610 | $18.0K | 0.02% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 600 | $18.0K | 0.01% | +600 | New |
| Sage Private Wealth Group, LLC | 627 | $19.0K | 0.03% | 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 |
| Beaird Harris Wealth Management, LLC | 654 | $20.0K | 0.00% | −62−8.7% | Reduced |
| Horrell Capital Management, Inc. | 690 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 720 | $21.0K | 0.01% | +275+61.8% | Added |
| PrairieView Partners, LLC | 727 | $22.0K | 0.00% | −500−40.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 731 | $22.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 761 | $23.0K | 0.00% | −310−28.9% | Reduced |
| Cowen Prime Advisors LLC | 760 | $23.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 800 | $24.0K | 0.01% | +800 | New |
| McClarren Financial Advisors, Inc. | 800 | $24.0K | 0.02% | +800 | New |
| Disciplina Capital Management LLC | 813 | $24.6K | 0.01% | +813 | New |
| Heritage Wealth Management, LLC | 822 | $25.0K | 0.01% | −59,199−98.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 859 | $25.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $26.0K | 0.02% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 880 | $27.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 930 | $28.0K | 0.38% | 00.0% | Unchanged |
| Truvestments Capital LLC | 927 | $28.0K | 0.02% | +5+0.5% | Added |
| Sageworth Trust Co | 956 | $29.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $30.0K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,004 | $30.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 990 | $30.0K | 0.02% | +50+5.3% | Added |
| Castleview Partners, LLC | 984 | $30.0K | 0.03% | +884+884.0% | Added |
| Avondale Wealth Management | 1,000 | $30.0K | 0.03% | +1,000 | New |
| Country Trust Bank | 1,010 | $31.0K | 0.00% | −29−2.8% | Reduced |
| Horan Securities, Inc. | 1,091 | $33.0K | 0.02% | +134+14.0% | Added |
| WD Rutherford LLC | 1,090 | $33.0K | 0.03% | +1,090 | New |
| RE Dickinson Investment Advisors, LLC | 1,120 | $34.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,162 | $35.0K | 0.02% | +1,089+1,491.8% | Added |
| Raffa Wealth Management, LLC | 1,185 | $35.8K | 0.02% | −103−8.0% | Reduced |
| Kempen Capital Management N.V. | 1,202 | $36.0K | 0.00% | −61−4.8% | Reduced |
| Byrne Asset Management LLC | 1,232 | $37.0K | 0.03% | −198−13.8% | Reduced |
| Rocky Mountain Advisers, LLC | 1,231 | $37.0K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,233 | $37.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,236 | $37.4K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,252 | $38.0K | 0.03% | +8+0.6% | Added |
| Mascoma Wealth Management LLC | 1,302 | $39.0K | 0.01% | −648−33.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,300 | $39.0K | 0.02% | −165−11.3% | Reduced |
| Roble, Belko & Company, Inc | 1,291 | $39.0K | 0.01% | −60−4.4% | Reduced |