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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 5,696 | $172.0K | 0.09% | +5+0.1% | Added |
| Mach-1 Financial Group, Inc. | 5,718 | $172.0K | 0.18% | +84+1.5% | Added |
| West Oak Capital, LLC | 5,685 | $172.0K | 0.09% | +1,300+29.6% | Added |
| Cary Street Partners Asset Management LLC | 5,765 | $174.0K | 0.04% | −1,730−23.1% | Reduced |
| Pacific Center for Financial Services | 5,902 | $178.0K | 0.07% | −7−0.1% | Reduced |
| Fortis Advisors, LLC | 6,000 | $181.0K | 0.13% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 6,660 | $182.4K | 0.04% | +6,660 | New |
| Spectrum Management Group, LLC | 6,070 | $183.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 6,262 | $189.0K | 0.05% | +3,143+100.8% | Added |
| Ellis Investment Partners, LLC | 6,312 | $190.0K | 0.05% | +25+0.4% | Added |
| Powell Investment Advisors, LLC | 6,326 | $191.0K | 0.13% | 00.0% | Unchanged |
| Standard Family Office LLC | 6,337 | $191.0K | 0.08% | +6,337 | New |
| Crewe Advisors LLC | 6,398 | $193.0K | 0.03% | +1,440+29.0% | Added |
| Hills Bank & Trust Co | 6,510 | $196.0K | 0.03% | −392−5.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,630 | $200.0K | 0.10% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 6,700 | $202.0K | 0.04% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,695 | $202.0K | 0.22% | +4+0.1% | Added |
| Abacus Wealth Partners, LLC | 6,710 | $202.7K | 0.11% | −51−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 6,733 | $203.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,730 | $203.0K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 6,767 | $204.0K | 0.02% | −2,222−24.7% | Reduced |
| Index Fund Advisors, Inc. | 6,757 | $204.0K | 0.02% | −1,235−15.5% | Reduced |
| Opal Wealth Advisors, LLC | 6,759 | $204.0K | 0.15% | +79+1.2% | Added |
| Saxon Interests, Inc. | 6,389 | $204.0K | 0.12% | −35−0.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 6,005 | $204.0K | 0.11% | +6,005 | New |
| Family Management Corp | 6,797 | $205.0K | 0.05% | −433−6.0% | Reduced |
| Versant Capital Management, Inc | 6,815 | $206.0K | 0.08% | −255−3.6% | Reduced |
| Investment Advisory Group, LLC | 6,832 | $206.0K | 0.14% | +9+0.1% | Added |
| Winslow Asset Management Inc | 6,832 | $206.0K | 0.05% | 00.0% | Unchanged |
| F3Logic, LLC | 6,827 | $206.0K | 0.04% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 6,832 | $206.0K | 0.17% | 00.0% | Unchanged |
| Zhang Financial LLC | 6,811 | $206.0K | 0.03% | +245+3.7% | Added |
| Future Financial Wealth Managment LLC | 6,661 | $207.0K | 0.24% | +6+0.1% | Added |
| LGL Partners, LLC | 6,862 | $207.0K | 0.04% | +6,862 | New |
| Clarity Wealth Advisors, LLC | 6,896 | $208.0K | 0.13% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,875 | $208.0K | 0.04% | +746+12.2% | Added |
| Smith & Howard Wealth Management, LLC | 6,895 | $208.0K | 0.09% | +6,895 | New |
| Morse Asset Management, Inc | 6,900 | $208.0K | 0.08% | +6,900 | New |
| Affinity Wealth Management LLC | 6,922 | $209.0K | 0.05% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 6,925 | $209.0K | 0.04% | +169+2.5% | Added |
| Willow Creek Wealth Management Inc. | 6,947 | $210.0K | 0.04% | 00.0% | Unchanged |
| Private Wealth Advisors | 6,974 | $211.0K | 0.10% | +6+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 6,977 | $211.0K | 0.10% | −185−2.6% | Reduced |
| Beta Wealth Group, Inc. | 7,000 | $211.0K | 0.15% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 6,984 | $211.0K | 0.26% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 7,024 | $212.0K | 0.01% | −1,113−13.7% | Reduced |
| Hummer Financial Advisory Services Inc | 7,017 | $212.0K | 0.25% | −75−1.1% | Reduced |
| Compass Financial Advisors LLC | 7,032 | $212.0K | 0.31% | +30.0% | Added |
| Johnson Midwest Financial, LLC | 7,025 | $212.0K | 0.81% | +661+10.4% | Added |
| Bank Hapoalim BM | 7,066 | $213.0K | 0.03% | −100−1.4% | Reduced |
| TSFG, LLC | 7,046 | $213.0K | 0.10% | +201+2.9% | Added |
| Requisite Capital Management, LLC | 7,039 | $213.0K | 0.07% | +7,039 | New |
| CFO4Life Group, LLC | 7,087 | $214.0K | 0.06% | +9+0.1% | Added |
| Private Management Group Inc | 7,097 | $214.3K | 0.01% | −25−0.4% | Reduced |
| Widmann Financial Services, Inc. | 7,097 | $214.3K | 0.24% | +36+0.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,083 | $215.0K | 0.16% | −625−8.1% | Reduced |
| WealthBridge Capital Management, LLC | 6,900 | $215.0K | 0.09% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,156 | $216.0K | 0.19% | −7,601−51.5% | Reduced |
| Chiron Capital Management, LLC | 7,137 | $216.0K | 0.15% | −3,345−31.9% | Reduced |
| Northwest Wealth Management, LLC | 7,160 | $216.0K | 0.10% | −281−3.8% | Reduced |
| Barings LLC | 7,191 | $217.0K | 0.01% | −33,748−82.4% | Reduced |
| S&T Bank | 7,153 | $217.0K | 0.04% | −15,362−68.2% | Reduced |
| RTD Financial Advisors, Inc. | 7,175 | $217.0K | 0.04% | −1,338−15.7% | Reduced |
| Alera Investment Advisors, LLC | 7,213 | $218.0K | 0.06% | +495+7.4% | Added |
| Planned Solutions, Inc. | 7,237 | $219.0K | 0.19% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,271 | $220.0K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 7,291 | $220.0K | 0.21% | +411+6.0% | Added |
| Navis Wealth Advisors, LLC | 7,317 | $221.0K | 0.34% | −3,252−30.8% | Reduced |
| SFMG, LLC | 7,385 | $221.0K | 0.03% | +21+0.3% | Added |
| Ackerman Capital Advisors, LLC | 7,333 | $221.0K | 0.06% | −25−0.3% | Reduced |
| Aspire Wealth Management Corp | 7,318 | $221.0K | 0.21% | +278+3.9% | Added |
| First Farmers & Merchants Bank / Trust | 7,367 | $222.0K | 0.29% | −150−2.0% | Reduced |
| Heck Capital Advisors, LLC | 7,358 | $222.2K | 0.05% | +133+1.8% | Added |
| Norway Savings Bank | 7,464 | $225.0K | 0.12% | −100−1.3% | Reduced |
| J. W. Coons Advisors, LLC | 7,461 | $225.0K | 0.09% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 7,436 | $225.0K | 0.12% | +6+0.1% | Added |
| MGO Private Wealth, LLC | 7,449 | $225.0K | 0.11% | +7,449 | New |
| Vista Capital Partners, Inc. | 7,491 | $226.0K | 0.04% | −175−2.3% | Reduced |
| Hourglass Capital, LLC | 7,500 | $226.0K | 0.09% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 7,473 | $226.0K | 0.15% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,487 | $226.0K | 0.13% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 7,504 | $227.0K | 0.19% | −1,068−12.5% | Reduced |
| Benjamin Edwards Inc | 7,503 | $227.0K | 0.07% | +622+9.0% | Added |
| Staley Capital Advisers Inc | 7,542 | $228.0K | 0.01% | +437+6.2% | Added |
| Petrus Trust Company, LTA | 7,593 | $229.0K | 0.03% | −3,025−28.5% | Reduced |
| Fermata Advisors, LLC | 7,584 | $229.0K | 0.07% | −919−10.8% | Reduced |
| TriaGen Wealth Management LLC | 7,567 | $229.0K | 0.13% | −130−1.7% | Reduced |
| Ifrah Financial Services, Inc. | 7,567 | $229.0K | 0.08% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $229.0K | 0.12% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7,546 | $229.0K | 0.14% | +1,189+18.7% | Added |
| Indie Asset Partners, LLC | 7,606 | $230.0K | 0.24% | −80−1.0% | Reduced |
| Weaver Consulting Group | 7,630 | $230.0K | 0.13% | +76+1.0% | Added |
| KRS Capital Management, LLC | 7,628 | $230.0K | 0.35% | +250+3.4% | Added |
| Klingman & Associates, LLC | 7,618 | $230.0K | 0.02% | +334+4.6% | Added |
| JFS Wealth Advisors, LLC | 7,652 | $231.0K | 0.03% | −78−1.0% | Reduced |
| Morling Financial Advisors, LLC | 7,665 | $231.0K | 0.31% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7,656 | $231.0K | 0.12% | +20.0% | Added |
| ForthRight Wealth Management, LLC | 7,654 | $231.0K | 0.14% | 00.0% | Unchanged |
| Ballast Advisors LLC | 7,652 | $231.0K | 0.11% | +646+9.2% | Added |
| Lion Street Advisors, LLC | 7,741 | $233.0K | 0.12% | −308−3.8% | Reduced |