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
- 2,606
- 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 | 3,620 | $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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 7,816 | $277.0K | 0.33% | −602−7.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 8,170 | $277.0K | 0.37% | −10.0% | Reduced |
| Johnson Financial Group, Inc. | 8,055 | $278.0K | 0.03% | −4,648−36.6% | Reduced |
| Skba Capital Management LLC | 9,200 | $278.0K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,204 | $278.0K | 0.11% | +955+11.6% | Added |
| Allen Investment Management LLC | 9,203 | $278.0K | 0.00% | +1,705+22.7% | Added |
| Mason Investment Advisory Services, Inc. | 9,222 | $278.5K | 0.03% | −1,308−12.4% | Reduced |
| TCG Advisory Services, LLC | 9,250 | $279.0K | 0.08% | −18,539−66.7% | Reduced |
| CCG Wealth Management, LLC | 9,237 | $279.0K | 0.17% | −731−7.3% | Reduced |
| New England Professional Planning Group Inc. | 9,239 | $279.0K | 0.20% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,298 | $280.0K | 0.12% | −288−3.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,332 | $281.0K | 0.17% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 9,328 | $282.0K | 0.46% | −304−3.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 9,200 | $282.0K | 0.03% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 9,354 | $282.0K | 0.17% | +1,275+15.8% | Added |
| Angeles Wealth Management, LLC | 9,326 | $282.0K | 0.06% | +9,326 | New |
| Five Oceans Advisors | 9,359 | $283.0K | 0.22% | +1,734+22.7% | Added |
| QCM Cayman, Ltd. | 9,383 | $283.0K | 4.13% | +9,383 | New |
| Trust Co of Oklahoma | 9,390 | $283.6K | 0.14% | +2,385+34.0% | Added |
| Guerra Pan Advisors, LLC | 9,246 | $284.0K | 0.41% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 9,419 | $284.0K | 0.09% | 00.0% | Unchanged |
| JB Capital LLC | 9,450 | $285.0K | 0.03% | −29,933−76.0% | Reduced |
| Camden Capital, LLC | 9,438 | $285.0K | 0.07% | +9,438 | New |
| Wealth Advisors of Tampa Bay, LLC | 9,470 | $286.0K | 0.20% | −9,470−50.0% | Reduced |
| Lokken Investment Group LLC | 9,456 | $286.0K | 0.25% | −503−5.1% | Reduced |
| WCG Wealth Advisors LLC | 7,082 | $286.0K | 0.04% | −2,518−26.2% | Reduced |
| Mayfair Advisory Group, LLC | 9,244 | $287.0K | 0.41% | +109+1.2% | Added |
| Bluesphere Advisors, LLC | 9,540 | $288.0K | 0.29% | −4,745−33.2% | Reduced |
| Trinity Legacy Partners, LLC | 9,529 | $288.0K | 0.12% | +210+2.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,564 | $289.0K | 0.02% | −8,686−47.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,563 | $289.0K | 0.07% | −28−0.3% | Reduced |
| One Wealth Advisors, LLC | 9,568 | $289.0K | 0.09% | +409+4.5% | Added |
| WFA of San Diego, LLC | 9,572 | $289.0K | 0.26% | +2,360+32.7% | Added |
| GeoWealth Management, LLC | 9,612 | $290.0K | 0.03% | +812+9.2% | Added |
| NFP Retirement, Inc. | 9,621 | $290.5K | 0.07% | −110−1.1% | Reduced |
| Consilium Wealth Advisory, LLC | 9,633 | $291.0K | 0.32% | −1,600−14.2% | Reduced |
| Sonata Capital Group Inc | 9,644 | $291.0K | 0.16% | −500−4.9% | Reduced |
| Almanack Investment Partners, LLC. | 9,684 | $292.0K | 0.06% | −8,968−48.1% | Reduced |
| Westshore Wealth, LLC | 9,674 | $292.0K | 0.20% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 9,692 | $293.0K | 0.10% | +2,650+37.6% | Added |
| Meixler Investment Management, Ltd. | 9,750 | $294.0K | 0.35% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9,747 | $294.0K | 0.09% | +301+3.2% | Added |
| Empowered Funds, LLC | 9,728 | $294.0K | 0.03% | +9,728 | New |
| Sanders Morris Harris LLC | 9,761 | $295.0K | 0.07% | −158−1.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 9,755 | $295.0K | 0.03% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,807 | $296.0K | 0.04% | −227−2.3% | Reduced |
| Van Strum & Towne Inc. | 9,824 | $296.0K | 0.14% | −60−0.6% | Reduced |
| Texas Capital Bancshares Inc | 9,850 | $297.0K | 0.24% | −25−0.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,845 | $297.0K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 9,824 | $297.0K | 0.05% | +1,500+18.0% | Added |
| Kraematon Investment Advisors, Inc | 9,853 | $298.0K | 0.38% | −335−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 9,859 | $298.0K | 0.02% | −6−0.1% | Reduced |
| Moseley Investment Management Inc | 9,869 | $298.0K | 0.22% | +500+5.3% | Added |
| FSM Wealth Advisors, LLC | 9,860 | $298.0K | 0.25% | +2,337+31.1% | Added |
| Heritage Financial Services, LLC | 9,904 | $299.0K | 0.18% | −655−6.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,229 | $299.0K | 0.03% | +5,229 | New |
| Monetary Management Group Inc | 9,950 | $300.0K | 0.10% | −750−7.0% | Reduced |
| Alliance Wealth Management Group | 9,930 | $300.0K | 0.12% | 00.0% | Unchanged |
| Bangor Savings Bank | 9,977 | $301.0K | 0.03% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 9,993 | $302.0K | 0.10% | −249−2.4% | Reduced |
| Brave Asset Management Inc | 9,995 | $302.0K | 0.16% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 10,001 | $302.0K | 0.13% | +10.0% | Added |
| Fairhaven Wealth Management, LLC | 9,998 | $302.0K | 0.13% | +119+1.2% | Added |
| Ferguson Wellman Capital Management, Inc | 9,992 | $302.0K | 0.01% | +167+1.7% | Added |
| Maxele Advisors, LLC | 10,027 | $302.8K | 0.51% | −95−0.9% | Reduced |
| Chatham Capital Group, Inc. | 10,059 | $304.0K | 0.07% | −275−2.7% | Reduced |
| EdgeRock Capital LLC | 10,050 | $304.0K | 0.17% | +2,869+40.0% | Added |
| Nicolet Bankshares Inc | 10,109 | $305.0K | 0.09% | −510−4.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 10,097 | $305.0K | 0.33% | +56+0.6% | Added |
| Aveo Capital Partners, LLC | 10,101 | $305.0K | 0.05% | +904+9.8% | Added |
| Colonial Trust Co | 10,098 | $305.0K | 0.10% | +10,098 | New |
| Kowal Investment Group, LLC | 10,139 | $306.0K | 0.10% | +2,971+41.4% | Added |
| MKT Advisors LLC | 10,175 | $307.0K | 0.27% | −703−6.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 10,152 | $307.0K | 0.29% | +1,672+19.7% | Added |
| Evergreen Wealth Solutions, LLC | 10,172 | $307.0K | 0.44% | +1,887+22.8% | Added |
| Washington Trust Advisors, Inc. | 10,258 | $310.0K | 0.03% | −75−0.7% | Reduced |
| Morton Capital Management LLC | 10,287 | $310.7K | 0.14% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,295 | $311.0K | 0.23% | −1,432−12.2% | Reduced |
| Vigilant Capital Management, LLC | 10,291 | $311.0K | 0.03% | −161−1.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 10,285 | $311.0K | 0.19% | +50.0% | Added |
| MBA Advisors LLC | 10,295 | $311.0K | 0.23% | 00.0% | Unchanged |
| Red Wave Investments LLC | 10,306 | $311.0K | 0.13% | +330+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 10,340 | $312.0K | 0.01% | −11,311−52.2% | Reduced |
| My Personal CFO, LLC | 9 | $313.0K | 0.48% | −9,208−99.9% | Reduced |
| KB Financial Partners, LLC | 10,353 | $313.0K | 0.11% | +1,311+14.5% | Added |
| Crabel Capital Management, LLC | 10,378 | $313.0K | 0.18% | +10,378 | New |
| Madison Wealth Partners, Inc | 10,397 | $314.0K | 0.21% | +923+9.7% | Added |
| Thrive Wealth Management, LLC | 10,398 | $314.0K | 0.11% | +1,518+17.1% | Added |
| Schrum Private Wealth Management LLC | 10,431 | $315.0K | 0.40% | −9−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 10,461 | $316.0K | 0.05% | +2,324+28.6% | Added |
| Pathway Financial Advisors LLC | 10,482 | $317.0K | 0.11% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 10,490 | $317.0K | 0.50% | +45+0.4% | Added |
| Harbor Advisory Corp | 10,493 | $317.0K | 0.15% | +10,493 | New |
| Certified Advisory Corp | 10,536 | $318.0K | 0.07% | +889+9.2% | Added |
| Glen Eagle Advisors, LLC | 10,532 | $318.1K | 0.09% | −1,461−12.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,561 | $319.0K | 0.03% | −122−1.1% | Reduced |
| 44 Wealth Management LLC | 10,560 | $319.0K | 0.13% | +36+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 10,566 | $319.0K | 0.13% | +461+4.6% | Added |
| Destination Wealth Management | 10,588 | $320.0K | 0.01% | −8,180−43.6% | Reduced |
| Vicus Capital | 10,644 | $321.0K | 0.04% | −170−1.6% | Reduced |