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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 7,762 | $234.0K | 0.04% | −161−2.0% | Reduced |
| Column Capital Advisors, LLC | 7,755 | $234.0K | 0.05% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 7,741 | $234.0K | 0.11% | +634+8.9% | Added |
| BCS Wealth Management | 7,767 | $235.0K | 0.11% | −15,927−67.2% | Reduced |
| Cowen and Company, LLC | 11,425 | $235.0K | 0.02% | +3,025+36.0% | Added |
| Matrix Private Capital Group LLC | 7,769 | $235.0K | 0.16% | −596−7.1% | Reduced |
| Hardy Reed LLC | 7,780 | $235.0K | 0.05% | −300−3.7% | Reduced |
| Nelson Capital Management, LLC | 7,802 | $236.0K | 0.07% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 7,821 | $236.0K | 0.08% | +711+10.0% | Added |
| Trellis Advisors, LLC | 7,853 | $237.0K | 0.13% | +502+6.8% | Added |
| Main Street Research LLC | 7,863 | $237.0K | 0.05% | +1,181+17.7% | Added |
| Petix & Botte Co | 7,856 | $237.0K | 0.18% | +7,856 | New |
| Collective Family Office LLC | 7,881 | $238.0K | 0.12% | −1,302−14.2% | Reduced |
| Well Done, LLC | 7,896 | $238.0K | 0.06% | +80+1.0% | Added |
| Bridgeworth, LLC | 7,865 | $238.0K | 0.06% | +508+6.9% | Added |
| JCIC Asset Management Inc. | 6,600 | $238.0K | 0.11% | +6,600 | New |
| Bay Rivers Group | 7,886 | $238.0K | 0.24% | +7,886 | New |
| Sustainable Insight Capital Management, LLC | 7,900 | $239.0K | 0.28% | −1,000−11.2% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $239.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,900 | $239.0K | 0.63% | +7,900 | New |
| Sterling Investment Advisors, Ltd. | 7,959 | $240.0K | 0.09% | +7,959 | New |
| First Nebraska Trust Co | 7,954 | $240.2K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 7,967 | $241.0K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,974 | $241.0K | 0.04% | 00.0% | Unchanged |
| United Bank | 8,026 | $242.0K | 0.04% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 8,025 | $242.0K | 0.17% | +20.0% | Added |
| Pflug Koory, LLC | 8,010 | $242.0K | 0.15% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 8,018 | $242.0K | 0.11% | +397+5.2% | Added |
| Royal Fund Management, LLC | 8,057 | $243.0K | 0.04% | +426+5.6% | Added |
| Larson Financial Group LLC | 8,036 | $243.0K | 0.03% | +3,518+77.9% | Added |
| Oak Harvest Investment Services | 8,090 | $244.0K | 0.07% | +8,090 | New |
| West Michigan Advisors, LLC | 8,112 | $245.0K | 0.21% | −1,824−18.4% | Reduced |
| Narwhal Capital Management | 8,128 | $245.0K | 0.04% | +20.0% | Added |
| Ocean Capital Management, LLC | 8,070 | $245.0K | 0.13% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 8,109 | $245.0K | 0.09% | +5,000+160.8% | Added |
| CoreFirst Bank & Trust | 8,143 | $246.0K | 0.21% | −654−7.4% | Reduced |
| Marotta Asset Management | 8,155 | $246.3K | 0.06% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 248 | $248.0K | 0.04% | −7,689−96.9% | Reduced |
| Lowell Blake & Associates Inc. | 8,235 | $249.0K | 0.10% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 8,234 | $249.0K | 0.16% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 8,257 | $250.0K | 0.12% | −300−3.5% | Reduced |
| Grandfield & Dodd, LLC | 8,375 | $250.0K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 8,285 | $250.0K | 0.14% | 00.0% | Unchanged |
| Brio Consultants, LLC | 7,117 | $250.0K | 0.05% | +18+0.3% | Added |
| RKL Wealth Management LLC | 8,286 | $250.0K | 0.04% | +8,286 | New |
| DT Investment Partners, LLC | 8,300 | $251.0K | 0.04% | −14,633−63.8% | Reduced |
| OneAscent Wealth Management LLC | 8,347 | $252.0K | 0.13% | −454−5.2% | Reduced |
| Segment Wealth Management, LLC | 8,358 | $252.0K | 0.03% | −226−2.6% | Reduced |
| Hamilton Capital, LLC | 8,397 | $254.0K | 0.02% | −3,282−28.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 8,400 | $254.0K | 0.13% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 8,482 | $256.0K | 0.21% | −500−5.6% | Reduced |
| Independent Family Office, LLC | 8,469 | $256.0K | 0.13% | +1,250+17.3% | Added |
| BCJ Capital Management, LLC | 8,520 | $257.0K | 0.03% | −82−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 8,503 | $257.0K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8,573 | $258.9K | 0.15% | +2,799+48.5% | Added |
| Beese Fulmer Investment Management, Inc. | 8,567 | $259.0K | 0.03% | −100−1.2% | Reduced |
| Stiles Financial Services Inc | 8,601 | $260.0K | 0.16% | −447−4.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,612 | $260.0K | 0.08% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 8,647 | $261.0K | 0.07% | +1,024+13.4% | Added |
| Select Asset Management & Trust | 8,685 | $262.0K | 0.31% | +450+5.5% | Added |
| Echo Street Capital Management LLC | 8,714 | $263.0K | 0.00% | −10,642−55.0% | Reduced |
| Old Point Trust & Financial Services N A | 8,708 | $263.0K | 0.13% | −1,203−12.1% | Reduced |
| Ironwood Investment Management LLC | 8,711 | $263.0K | 0.18% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8,489 | $263.0K | 0.20% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 8,750 | $264.0K | 0.12% | −120−1.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,741 | $264.0K | 0.03% | +344+4.1% | Added |
| Cypress Capital Management LLC | 8,840 | $267.0K | 0.05% | −451−4.9% | Reduced |
| Nvest Financial, LLC | 8,842 | $267.0K | 0.38% | +5+0.1% | Added |
| Cassia Capital Partners, LLC | 8,843 | $267.0K | 0.24% | +1,821+25.9% | Added |
| HFG Advisors, Inc. | 8,880 | $268.0K | 0.37% | −262−2.9% | Reduced |
| Hunter Associates Investment Management LLC | 8,873 | $268.0K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,865 | $268.0K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,882 | $268.0K | 0.03% | +30.0% | Added |
| Smith Anglin Financial, LLC | 8,869 | $268.0K | 0.06% | +632+7.7% | Added |
| Oak Asset Management, LLC | 8,860 | $268.0K | 0.13% | +8,860 | New |
| Delta Investment Management, LLC | 8,905 | $269.0K | 0.12% | +30.0% | Added |
| Patriot Investment Management Inc. | 8,909 | $269.0K | 0.03% | +35+0.4% | Added |
| Sage Mountain Advisors LLC | 8,895 | $269.0K | 0.07% | +281+3.3% | Added |
| Revolve Wealth Partners, LLC | 8,904 | $269.0K | 0.09% | +710+8.7% | Added |
| Ellevest, Inc. | 8,929 | $270.0K | 0.03% | −317−3.4% | Reduced |
| Security Asset Management | 8,933 | $270.0K | 0.16% | −10.0% | Reduced |
| Vivaldi Capital Management, LLC | 8,772 | $270.0K | 0.07% | +218+2.5% | Added |
| Strategy Asset Managers LLC | 8,927 | $270.0K | 0.07% | +554+6.6% | Added |
| Hartford Funds Management Co LLC | 8,939 | $270.0K | 0.03% | +2,493+38.7% | Added |
| JT Stratford LLC | 8,963 | $271.0K | 0.10% | −1,022−10.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 8,986 | $271.0K | 0.24% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,020 | $272.0K | 0.02% | −104,592−92.1% | Reduced |
| Wagner Wealth Management, LLC | 9,019 | $272.0K | 0.20% | −365−3.9% | Reduced |
| Benedetti & Gucer, Inc. | 9,022 | $272.0K | 0.21% | −125−1.4% | Reduced |
| Kozak & Associates, Inc. | 9,125 | $272.0K | 0.17% | +77+0.9% | Added |
| Tacita Capital Inc | 9,001 | $272.0K | 0.21% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 9,014 | $272.0K | 0.20% | +1,083+13.7% | Added |
| WoodTrust Financial Corp | 9,085 | $274.0K | 0.06% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 9,134 | $275.0K | 0.17% | −2,263−19.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 9,098 | $275.0K | 0.01% | −831−8.4% | Reduced |
| BerganKDV Wealth Management, LLC | 9,094 | $275.0K | 0.03% | −112−1.2% | Reduced |
| Violich Capital Management, Inc. | 9,114 | $275.0K | 0.05% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 9,144 | $276.0K | 0.07% | −10,189−52.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 9,159 | $276.0K | 0.10% | +450+5.2% | Added |
| Resonant Capital Advisors, LLC | 9,153 | $276.0K | 0.04% | +1,507+19.7% | Added |