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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Wall Street Access Asset Management, LLC | 42,154 | $1.27M | 0.91% | −1,437−3.3% | Reduced |
| Axxcess Wealth Management, LLC | 42,110 | $1.27M | 0.13% | +1,645+4.1% | Added |
| Burney Co | 42,008 | $1.27M | 0.07% | −1,677−3.8% | Reduced |
| Bragg Financial Advisors, Inc | 41,923 | $1.27M | 0.09% | +6,781+19.3% | Added |
| Mechanics Bank Trust Department | 41,891 | $1.26M | 0.24% | +925+2.3% | Added |
| Bouchey Financial Group Ltd | 41,853 | $1.26M | 0.18% | −40.0% | Reduced |
| Strategic Investment Advisors | 41,623 | $1.26M | 0.28% | +404+1.0% | Added |
| K.J. Harrison & Partners Inc | 38,574 | $1.26M | 0.44% | +34+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 41,560 | $1.25M | 0.45% | −2,410−5.5% | Reduced |
| Premier Asset Management LLC | 41,520 | $1.25M | 1.30% | −19,845−32.3% | Reduced |
| Anchor Capital Advisors LLC | 41,417 | $1.25M | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 41,172 | $1.24M | 0.23% | +4,258+11.5% | Added |
| Titleist Asset Management, Ltd. | 41,073 | $1.24M | 0.30% | +11,259+37.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 40,902 | $1.24M | 0.10% | −4,187−9.3% | Reduced |
| Circle Wealth Management, LLC | 40,858 | $1.23M | 0.20% | −133−0.3% | Reduced |
| FLC Capital Advisors | 40,770 | $1.23M | 0.43% | −3,900−8.7% | Reduced |
| Atlas Brown,Inc. | 40,740 | $1.23M | 0.63% | +3,428+9.2% | Added |
| Summit Trail Advisors, LLC | 40,588 | $1.23M | 0.07% | +140+0.3% | Added |
| 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 |
| Paloma Partners Management Co | 40,320 | $1.22M | 0.24% | −162,354−80.1% | Reduced |
| Falcon Wealth Planning | 40,258 | $1.22M | 0.40% | +1,260+3.2% | Added |
| Pendal Group Limited | 40,125 | $1.21M | 0.01% | −14,753−26.9% | Reduced |
| Sovereign Financial Group, Inc. | 40,071 | $1.21M | 0.49% | +585+1.5% | Added |
| 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 |
| 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 |
| West Branch Capital LLC | 39,825 | $1.20M | 0.75% | −845−2.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 39,817 | $1.20M | 0.08% | +1,084+2.8% | Added |
| Global Financial Private Client, LLC | 38,631 | $1.20M | 0.69% | −118−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 39,694 | $1.20M | 0.32% | −325−0.8% | Reduced |
| Laidlaw Wealth Management LLC | 39,655 | $1.20M | 0.28% | −23,105−36.8% | Reduced |
| Naviter Wealth, LLC | 39,614 | $1.20M | 0.49% | +3,752+10.5% | Added |
| Abacus Planning Group, Inc. | 39,496 | $1.19M | 0.36% | +170+0.4% | Added |
| Ropes Wealth Advisors LLC | 39,396 | $1.19M | 0.25% | +4,039+11.4% | 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 |
| 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 |
| Cowa, LLC | 39,034 | $1.18M | 0.78% | +8,999+30.0% | Added |
| Level Four Advisory Services, LLC | 39,011 | $1.18M | 0.11% | +5,851+17.6% | Added |
| Garner Asset Management Corp | 38,976 | $1.18M | 0.63% | −4,460−10.3% | Reduced |
| Eudaimonia Partners, LLC | 38,863 | $1.17M | 0.31% | −108,746−73.7% | Reduced |
| Investment Partners, Ltd. | 38,745 | $1.17M | 0.35% | +28,503+278.3% | 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 |
| 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 |
| Mirabella Financial Services LLP | 37,923 | $1.16M | 0.12% | −200,996−84.1% | Reduced |
| 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 |
| Krilogy Financial LLC | 38,322 | $1.16M | 0.14% | +1,653+4.5% | Added |
| Bridgewater Advisors Inc. | 38,280 | $1.16M | 0.32% | +13,169+52.4% | Added |
| Financial Architects, Inc | 38,190 | $1.15M | 0.20% | +2,985+8.5% | Added |
| Miramar Capital, LLC | 31,495 | $1.15M | 0.32% | −20,009−38.8% | Reduced |
| Pegasus Partners Ltd. | 38,056 | $1.15M | 0.24% | −740−1.9% | Reduced |
| Wealth Management Associates, Inc. | 37,705 | $1.14M | 0.80% | +267+0.7% | Added |
| Buttonwood Financial Advisors Inc. | 35,894 | $1.14M | 1.03% | +60.0% | Added |
| Biltmore Family Office, LLC | 37,621 | $1.14M | 0.26% | +176+0.5% | Added |
| Legacy Advisors, LLC | 37,585 | $1.14M | 0.25% | −3,217−7.9% | Reduced |
| Schulhoff & Co Inc | 37,371 | $1.13M | 0.59% | −511−1.3% | Reduced |
| Intrinsic Value Partners, LLC | 37,253 | $1.13M | 1.56% | 00.0% | Unchanged |
| Insight Advisors, LLC | 37,205 | $1.12M | 0.44% | −1,411−3.7% | Reduced |
| CWA Asset Management Group, LLC | 37,099 | $1.12M | 0.11% | +3,632+10.9% | Added |
| Paradigm Capital Management, LLC | 36,887 | $1.11M | 1.48% | −2,720−6.9% | Reduced |
| Exencial Wealth Advisors, LLC | 36,859 | $1.11M | 0.07% | +2,765+8.1% | Added |
| CRA Financial Services, LLC | 36,793 | $1.11M | 0.40% | +150.0% | Added |
| Avantax Planning Partners, Inc. | 36,731 | $1.11M | 0.05% | −1,779−4.6% | Reduced |
| Chicago Partners Investment Group LLC | 29,940 | $1.11M | 0.08% | +12,095+67.8% | Added |
| Community Bank, N.A. | 36,550 | $1.10M | 0.17% | +1,857+5.4% | Added |
| Summit Financial, LLC | 36,530 | $1.10M | 0.10% | +5,317+17.0% | Added |
| Aspen Investment Management Inc | 36,386 | $1.10M | 0.73% | −800−2.2% | Reduced |
| Transatlantique Private Wealth LLC | 36,280 | $1.10M | 0.73% | +1,442+4.1% | Added |
| Credential Qtrade Securities Inc. | 36,328 | $1.10M | 0.09% | +10,387+40.0% | 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 |
| Princeton Capital Management LLC | 36,110 | $1.09M | 0.48% | +320+0.9% | Added |
| 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 |
| Blue Edge Capital, LLC | 36,000 | $1.09M | 0.27% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 35,748 | $1.08M | 0.51% | 00.0% | Unchanged |
| 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 |
| Millennium Capital Advisors, LLC | 35,555 | $1.07M | 1.13% | −676−1.9% | Reduced |
| Orion Capital Management LLC | 35,514 | $1.07M | 0.87% | −800−2.2% | 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 |
| Woodward Diversified Capital, LLC | 35,344 | $1.07M | 0.88% | −381−1.1% | 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 |
| Middleton & Co Inc | 35,177 | $1.06M | 0.16% | −59,180−62.7% | Reduced |