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, 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
- 2,605
- 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
- 1,185 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 | 3,620 | $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 |
|---|---|---|---|---|---|
| Parisi Gray Wealth Management | 35,015 | $1.06M | 0.80% | +456+1.3% | Added |
| Wedmont Private Capital | 35,040 | $1.06M | 0.21% | +7,296+26.3% | Added |
| Rehmann Capital Advisory Group | 35,107 | $1.06M | 0.12% | +2,650+8.2% | Added |
| Middleton & Co Inc | 35,177 | $1.06M | 0.16% | −59,180−62.7% | Reduced |
| Pearl River Capital, LLC | 35,279 | $1.06M | 0.20% | −79,468−69.3% | Reduced |
| SignalPoint Asset Management, LLC | 35,278 | $1.06M | 0.41% | −108−0.3% | Reduced |
| Jmac Enterprises LLC | 35,272 | $1.06M | 0.30% | +841+2.4% | Added |
| Woodward Diversified Capital, LLC | 35,344 | $1.07M | 0.88% | −381−1.1% | Reduced |
| Cypress Capital Group | 35,397 | $1.07M | 0.18% | +7,716+27.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 35,395 | $1.07M | 0.14% | +35,395 | New |
| Orion Capital Management LLC | 35,514 | $1.07M | 0.87% | −800−2.2% | Reduced |
| Millennium Capital Advisors, LLC | 35,555 | $1.07M | 1.13% | −676−1.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 35,653 | $1.08M | 0.05% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 35,671 | $1.08M | 0.19% | +3,563+11.1% | Added |
| Pinnacle Holdings, LLC | 35,748 | $1.08M | 0.51% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 36,000 | $1.09M | 0.27% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 36,032 | $1.09M | 0.32% | −3,340−8.5% | Reduced |
| BLB&B Advisors, LLC | 36,023 | $1.09M | 0.09% | −1,340−3.6% | Reduced |
| Princeton Capital Management LLC | 36,110 | $1.09M | 0.48% | +320+0.9% | Added |
| Abundance Wealth Counselors | 36,254 | $1.09M | 0.31% | −50−0.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.09M | 0.39% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 36,328 | $1.10M | 0.09% | +10,387+40.0% | Added |
| Transatlantique Private Wealth LLC | 36,280 | $1.10M | 0.73% | +1,442+4.1% | Added |
| Aspen Investment Management Inc | 36,386 | $1.10M | 0.73% | −800−2.2% | Reduced |
| Summit Financial, LLC | 36,530 | $1.10M | 0.10% | +5,317+17.0% | Added |
| Community Bank, N.A. | 36,550 | $1.10M | 0.17% | +1,857+5.4% | Added |
| Chicago Partners Investment Group LLC | 29,940 | $1.11M | 0.08% | +12,095+67.8% | Added |
| Avantax Planning Partners, Inc. | 36,731 | $1.11M | 0.05% | −1,779−4.6% | Reduced |
| CRA Financial Services, LLC | 36,793 | $1.11M | 0.40% | +150.0% | Added |
| Exencial Wealth Advisors, LLC | 36,859 | $1.11M | 0.07% | +2,765+8.1% | Added |
| Paradigm Capital Management, LLC | 36,887 | $1.11M | 1.48% | −2,720−6.9% | Reduced |
| CWA Asset Management Group, LLC | 37,099 | $1.12M | 0.11% | +3,632+10.9% | Added |
| Insight Advisors, LLC | 37,205 | $1.12M | 0.44% | −1,411−3.7% | Reduced |
| Intrinsic Value Partners, LLC | 37,253 | $1.13M | 1.56% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 37,371 | $1.13M | 0.59% | −511−1.3% | Reduced |
| Legacy Advisors, LLC | 37,585 | $1.14M | 0.25% | −3,217−7.9% | Reduced |
| Biltmore Family Office, LLC | 37,621 | $1.14M | 0.26% | +176+0.5% | Added |
| Buttonwood Financial Advisors Inc. | 35,894 | $1.14M | 1.03% | +60.0% | Added |
| Wealth Management Associates, Inc. | 37,705 | $1.14M | 0.80% | +267+0.7% | Added |
| Pegasus Partners Ltd. | 38,056 | $1.15M | 0.24% | −740−1.9% | Reduced |
| Miramar Capital, LLC | 31,495 | $1.15M | 0.32% | −20,009−38.8% | Reduced |
| Financial Architects, Inc | 38,190 | $1.15M | 0.20% | +2,985+8.5% | Added |
| Bridgewater Advisors Inc. | 38,280 | $1.16M | 0.32% | +13,169+52.4% | Added |
| Krilogy Financial LLC | 38,322 | $1.16M | 0.14% | +1,653+4.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 38,434 | $1.16M | 0.86% | −2,782−6.7% | Reduced |
| Freedom Day Solutions, LLC | 38,452 | $1.16M | 0.63% | −1,925−4.8% | Reduced |
| Mirabella Financial Services LLP | 37,923 | $1.16M | 0.12% | −200,996−84.1% | Reduced |
| Deseret Mutual Benefit Administrators | 38,532 | $1.16M | 0.33% | −6,661−14.7% | Reduced |
| Annandale Capital, LLC | 38,556 | $1.16M | 0.43% | −4,800−11.1% | Reduced |
| M&R Capital Management Inc | 38,567 | $1.16M | 0.33% | +578+1.5% | Added |
| Buckley Wealth Management, LLC | 38,661 | $1.17M | 0.43% | −4,174−9.7% | Reduced |
| Clearview Wealth Advisors LLC | 38,674 | $1.17M | 0.93% | +1,026+2.7% | Added |
| Investment Partners, Ltd. | 38,745 | $1.17M | 0.35% | +28,503+278.3% | Added |
| Eudaimonia Partners, LLC | 38,863 | $1.17M | 0.31% | −108,746−73.7% | Reduced |
| Garner Asset Management Corp | 38,976 | $1.18M | 0.63% | −4,460−10.3% | Reduced |
| Level Four Advisory Services, LLC | 39,011 | $1.18M | 0.11% | +5,851+17.6% | Added |
| Cowa, LLC | 39,034 | $1.18M | 0.78% | +8,999+30.0% | Added |
| Thomas White International Ltd | 39,181 | $1.18M | 0.28% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 39,166 | $1.18M | 0.27% | +129+0.3% | Added |
| Marcum Wealth, LLC | 39,251 | $1.19M | 0.18% | +628+1.6% | Added |
| Aspiriant, LLC | 39,191 | $1.19M | 0.06% | +2,445+6.7% | Added |
| Capital Asset Advisory Services LLC | 39,225 | $1.19M | 0.15% | +4,293+12.3% | Added |
| Fort Sheridan Advisors LLC | 39,223 | $1.19M | 0.40% | +10,908+38.5% | Added |
| Ropes Wealth Advisors LLC | 39,396 | $1.19M | 0.25% | +4,039+11.4% | Added |
| Abacus Planning Group, Inc. | 39,496 | $1.19M | 0.36% | +170+0.4% | Added |
| Naviter Wealth, LLC | 39,614 | $1.20M | 0.49% | +3,752+10.5% | Added |
| Laidlaw Wealth Management LLC | 39,655 | $1.20M | 0.28% | −23,105−36.8% | Reduced |
| Coastal Bridge Advisors, LLC | 39,694 | $1.20M | 0.32% | −325−0.8% | Reduced |
| Global Financial Private Client, LLC | 38,631 | $1.20M | 0.69% | −118−0.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 39,817 | $1.20M | 0.08% | +1,084+2.8% | Added |
| West Branch Capital LLC | 39,825 | $1.20M | 0.75% | −845−2.1% | Reduced |
| Grand Jean Capital Management Inc | 40,000 | $1.21M | 0.54% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 40,000 | $1.21M | 0.02% | 00.0% | Unchanged |
| Anson Funds Management LP | 40,000 | $1.21M | 0.23% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.21M | 0.66% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 40,000 | $1.21M | 1.02% | +40,000 | New |
| Americana Partners, LLC | 40,062 | $1.21M | 0.22% | +375+0.9% | Added |
| Octavia Wealth Advisors, LLC | 40,046 | $1.21M | 0.33% | +815+2.1% | Added |
| Sovereign Financial Group, Inc. | 40,071 | $1.21M | 0.49% | +585+1.5% | Added |
| Pendal Group Limited | 40,125 | $1.21M | 0.01% | −14,753−26.9% | Reduced |
| Falcon Wealth Planning | 40,258 | $1.22M | 0.40% | +1,260+3.2% | Added |
| Paloma Partners Management Co | 40,320 | $1.22M | 0.24% | −162,354−80.1% | Reduced |
| RB Capital Management, LLC | 40,520 | $1.22M | 0.47% | −1,180−2.8% | Reduced |
| Paragon Capital Management LLC | 40,523 | $1.22M | 0.79% | +70+0.2% | Added |
| Prudent Man Advisors, LLC | 40,522 | $1.22M | 0.58% | +2,105+5.5% | Added |
| Summit Trail Advisors, LLC | 40,588 | $1.23M | 0.07% | +140+0.3% | Added |
| Atlas Brown,Inc. | 40,740 | $1.23M | 0.63% | +3,428+9.2% | Added |
| FLC Capital Advisors | 40,770 | $1.23M | 0.43% | −3,900−8.7% | Reduced |
| Circle Wealth Management, LLC | 40,858 | $1.23M | 0.20% | −133−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 40,902 | $1.24M | 0.10% | −4,187−9.3% | Reduced |
| Titleist Asset Management, Ltd. | 41,073 | $1.24M | 0.30% | +11,259+37.8% | Added |
| Guardian Wealth Advisors, LLC | 41,172 | $1.24M | 0.23% | +4,258+11.5% | Added |
| Anchor Capital Advisors LLC | 41,417 | $1.25M | 0.03% | 00.0% | Unchanged |
| Premier Asset Management LLC | 41,520 | $1.25M | 1.30% | −19,845−32.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 41,560 | $1.25M | 0.45% | −2,410−5.5% | Reduced |
| K.J. Harrison & Partners Inc | 38,574 | $1.26M | 0.44% | +34+0.1% | Added |
| Strategic Investment Advisors | 41,623 | $1.26M | 0.28% | +404+1.0% | Added |
| Bouchey Financial Group Ltd | 41,853 | $1.26M | 0.18% | −40.0% | Reduced |
| Mechanics Bank Trust Department | 41,891 | $1.26M | 0.24% | +925+2.3% | Added |
| Bragg Financial Advisors, Inc | 41,923 | $1.27M | 0.09% | +6,781+19.3% | Added |