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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 14,353 | $433.0K | 0.47% | +400+2.9% | Added |
| Abner Herrman & Brock LLC | 14,327 | $433.0K | 0.08% | +14,327 | New |
| TrueWealth Advisors, LLC | 14,370 | $434.0K | 0.21% | +12+0.1% | Added |
| Twelve Points Wealth Management LLC | 14,361 | $434.0K | 0.34% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 14,360 | $434.0K | 0.15% | +21+0.1% | Added |
| Ascent Wealth Partners, LLC | 14,370 | $434.0K | 0.10% | +4,583+46.8% | Added |
| Terra Nova Asset Management LLC | 14,409 | $435.0K | 0.48% | +30.0% | Added |
| Gratus Capital LLC | 14,417 | $435.0K | 0.05% | +2,276+18.7% | Added |
| Old Mission Investment Co LLC | 14,407 | $435.1K | 0.20% | +891+6.6% | Added |
| Relyea Zuckerberg Hanson LLC | 14,434 | $436.0K | 0.16% | −299−2.0% | Reduced |
| Archer Investment Corp | 14,497 | $437.8K | 0.18% | +30.0% | Added |
| Brave Warrior Advisors, LLC | 14,532 | $439.0K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 14,574 | $440.0K | 0.08% | +14,574 | New |
| Sawyer & Company, Inc | 14,587 | $441.0K | 0.24% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14,586 | $441.0K | 0.04% | +695+5.0% | Added |
| First Interstate Bank | 14,656 | $442.0K | 0.04% | +6,155+72.4% | Added |
| Alan B. Lancz & Associates, Inc. | 14,678 | $443.0K | 0.53% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 14,743 | $445.2K | 0.77% | −397−2.6% | Reduced |
| Romano Brothers and Company | 14,842 | $448.0K | 0.07% | +14,842 | New |
| Augustine Asset Management Inc | 14,913 | $450.0K | 0.30% | −2,027−12.0% | Reduced |
| AllSquare Wealth Management LLC | 14,910 | $450.0K | 0.33% | 00.0% | Unchanged |
| Round Hill Asset Management | 14,907 | $450.0K | 0.31% | +35+0.2% | Added |
| Alerus Financial NA | 14,934 | $451.0K | 0.04% | −134,650−90.0% | Reduced |
| Sterling Investment Counsel, LLC | 14,932 | $451.0K | 0.33% | −230−1.5% | Reduced |
| Venturi Wealth Management, LLC | 14,970 | $452.0K | 0.04% | −457−3.0% | Reduced |
| Encompass Wealth Advisors, LLC | 14,978 | $452.0K | 0.17% | +20.0% | Added |
| Beirne Wealth Consulting Services, LLC | 14,987 | $453.0K | 0.17% | −174−1.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 14,989 | $453.0K | 0.13% | −72−0.5% | Reduced |
| Skylands Capital, LLC | 15,000 | $453.0K | 0.07% | +15,000 | New |
| Shay Capital LLC | 15,000 | $453.0K | 0.23% | +15,000 | New |
| Legacy Wealth Planning, LLC | 15,026 | $454.0K | 0.75% | +70.0% | Added |
| Kanawha Capital Management LLC | 15,055 | $455.0K | 0.05% | −1,151−7.1% | Reduced |
| Tradewinds, LLC. | 15,056 | $455.0K | 0.33% | −181−1.2% | Reduced |
| Jump Financial, LLC | 15,111 | $456.0K | 0.02% | −51,229−77.2% | Reduced |
| Foundations Investment Advisors, LLC | 15,111 | $456.0K | 0.02% | +2,783+22.6% | Added |
| Gsa Capital Partners LLP | 15,170 | $458.0K | 0.06% | −18,527−55.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,170 | $458.0K | 0.08% | −350−2.3% | Reduced |
| Wealthsimple Inc. | 15,162 | $458.0K | 0.02% | +20.0% | Added |
| IAM Advisory, LLC | 15,155 | $458.0K | 0.19% | +219+1.5% | Added |
| Accurate Wealth Management, LLC | 12,952 | $461.0K | 0.19% | −680−5.0% | Reduced |
| Single Point Partners, LLC | 15,261 | $461.0K | 0.13% | +5,444+55.5% | Added |
| Forte Capital LLC | 15,294 | $462.0K | 0.08% | −890−5.5% | Reduced |
| RMR Wealth Builders | 15,330 | $463.0K | 0.11% | +235+1.6% | Added |
| Cidel Asset Management Inc | 15,369 | $464.0K | 0.02% | +85+0.6% | Added |
| PDT Partners, LLC | 15,400 | $465.0K | 0.07% | −43,794−74.0% | Reduced |
| Copperwynd Financial, LLC | 15,421 | $466.0K | 0.27% | −68,375−81.6% | Reduced |
| Ausdal Financial Partners, Inc. | 15,437 | $466.0K | 0.07% | −182−1.2% | Reduced |
| Trust Co of Kansas | 15,476 | $467.0K | 0.33% | −4,988−24.4% | Reduced |
| King Wealth | 15,466 | $467.0K | 0.12% | −1,500−8.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 15,534 | $469.0K | 0.15% | +343+2.3% | Added |
| Two Sigma Securities, LLC | 15,520 | $469.0K | 0.07% | +1,366+9.7% | Added |
| Avestar Capital, LLC | 15,584 | $471.0K | 0.13% | +3,561+29.6% | Added |
| Kelly Lawrence W & Associates Inc | 15,700 | $474.0K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 15,686 | $474.0K | 0.07% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15,756 | $476.0K | 0.05% | −2,323−12.8% | Reduced |
| City State Bank | 15,766 | $476.0K | 0.33% | −555−3.4% | Reduced |
| Drive Wealth Management, LLC | 15,765 | $476.0K | 0.45% | +2,473+18.6% | Added |
| Bedel Financial Consulting, Inc. | 12,898 | $477.0K | 0.13% | −789−5.8% | Reduced |
| Navellier & Associates Inc | 15,900 | $480.0K | 0.11% | −900−5.4% | Reduced |
| Financial Management Network Inc | 14,824 | $480.0K | 0.24% | +34+0.2% | Added |
| Seelaus Asset Management LLC | 15,919 | $481.0K | 0.38% | −617−3.7% | Reduced |
| Delta Asset Management LLC | 15,937 | $481.0K | 0.06% | −105−0.7% | Reduced |
| Stokes Family Office, LLC | 15,919 | $481.0K | 0.07% | +4,107+34.8% | Added |
| First Wilshire Securities Management Inc | 15,954 | $482.0K | 0.19% | +811+5.4% | Added |
| Sky Investment Group LLC | 16,000 | $483.0K | 0.13% | +105+0.7% | Added |
| GYL Financial Synergies, LLC | 15,987 | $483.0K | 0.13% | +607+3.9% | Added |
| Verus Capital Partners, LLC | 16,034 | $484.0K | 0.09% | +1,251+8.5% | Added |
| Hall Capital Management Co Inc | 16,052 | $485.0K | 0.32% | −274−1.7% | Reduced |
| Aristotle Capital Management, LLC | 16,088 | $486.0K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 16,121 | $487.0K | 0.36% | +1,997+14.1% | Added |
| First Citizens Financial Corp | 16,171 | $488.0K | 0.48% | −300−1.8% | Reduced |
| Optimum Investment Advisors | 16,164 | $488.0K | 0.26% | +531+3.4% | Added |
| Foster & Motley Inc | 16,193 | $489.0K | 0.05% | −1,277−7.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,209 | $490.0K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,254 | $491.0K | 0.13% | −50−0.3% | Reduced |
| Colonial River Wealth Management, LLC | 16,244 | $491.0K | 0.34% | +1,217+8.1% | Added |
| Sendero Wealth Management, LLC | 16,277 | $492.0K | 0.20% | +16,277 | New |
| CVA Family Office, LLC | 16,369 | $494.0K | 0.13% | −200−1.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 16,424 | $496.0K | 0.37% | +40.0% | Added |
| Shoker Investment Counsel, Inc. | 16,424 | $496.0K | 0.26% | 00.0% | Unchanged |
| Veracity Capital LLC | 16,423 | $496.0K | 0.27% | +232+1.4% | Added |
| Albert D Mason Inc | 16,455 | $497.0K | 0.40% | −250−1.5% | Reduced |
| Traphagen Investment Advisors LLC | 16,460 | $497.1K | 0.09% | −47−0.3% | Reduced |
| Manhattan West Asset Management, LLC | 16,565 | $500.0K | 0.31% | −2,170−11.6% | Reduced |
| Intrua Financial, LLC | 16,552 | $500.0K | 0.13% | −863−5.0% | Reduced |
| Harbour Investments, Inc. | 16,059 | $500.0K | 0.03% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 16,557 | $500.0K | 0.54% | −99−0.6% | Reduced |
| Stelac Advisory Services LLC | 16,606 | $502.0K | 0.23% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 16,611 | $502.0K | 0.13% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 16,638 | $502.0K | 0.30% | +3,797+29.6% | Added |
| Websterrogers Financial Advisors, LLC | 16,657 | $503.0K | 0.26% | −139−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 16,709 | $505.0K | 0.06% | +46+0.3% | Added |
| Alliance Wealth Advisors, LLC | 16,728 | $505.0K | 0.47% | +67+0.4% | Added |
| BigSur Wealth Management LLC | 16,750 | $506.0K | 0.26% | −85−0.5% | Reduced |
| Lansing Street Advisors | 16,775 | $507.0K | 0.39% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 16,792 | $507.0K | 0.08% | +1,596+10.5% | Added |
| Interchange Capital Partners, LLC | 16,804 | $507.0K | 0.56% | +1,846+12.3% | Added |
| Gilbert & Cook, Inc. | 14,040 | $507.0K | 0.11% | −39−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 16,846 | $508.0K | 0.05% | −1,951−10.4% | Reduced |
| Omnia Family Wealth, LLC | 16,816 | $508.0K | 0.42% | −209−1.2% | Reduced |