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 |
|---|---|---|---|---|---|
| O'Rourke & Company, Inc | 16,874 | $510.0K | 0.44% | +2,829+20.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 16,871 | $509.0K | 0.31% | +1,574+10.3% | Added |
| Bell Bank | 16,848 | $509.0K | 0.07% | +2,724+19.3% | Added |
| 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 |
| 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 |
| BigSur Wealth Management LLC | 16,750 | $506.0K | 0.26% | −85−0.5% | 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 |
| Websterrogers Financial Advisors, LLC | 16,657 | $503.0K | 0.26% | −139−0.8% | 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 |
| Cladis Investment Advisory, LLC | 16,557 | $500.0K | 0.54% | −99−0.6% | 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 |
| Traphagen Investment Advisors LLC | 16,460 | $497.1K | 0.09% | −47−0.3% | Reduced |
| Albert D Mason Inc | 16,455 | $497.0K | 0.40% | −250−1.5% | 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 |
| CVA Family Office, LLC | 16,369 | $494.0K | 0.13% | −200−1.2% | Reduced |
| Sendero Wealth Management, LLC | 16,277 | $492.0K | 0.20% | +16,277 | New |
| 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 |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,209 | $490.0K | 0.10% | 00.0% | Unchanged |
| Foster & Motley Inc | 16,193 | $489.0K | 0.05% | −1,277−7.3% | Reduced |
| 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 |
| L2 Asset Management, LLC | 16,121 | $487.0K | 0.36% | +1,997+14.1% | Added |
| Aristotle Capital Management, LLC | 16,088 | $486.0K | 0.00% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 16,052 | $485.0K | 0.32% | −274−1.7% | Reduced |
| Verus Capital Partners, LLC | 16,034 | $484.0K | 0.09% | +1,251+8.5% | 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 |
| First Wilshire Securities Management Inc | 15,954 | $482.0K | 0.19% | +811+5.4% | 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 |
| 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 |
| Bedel Financial Consulting, Inc. | 12,898 | $477.0K | 0.13% | −789−5.8% | Reduced |
| 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 |
| 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 |
| Avestar Capital, LLC | 15,584 | $471.0K | 0.13% | +3,561+29.6% | Added |
| 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 |
| 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 |
| 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 |
| PDT Partners, LLC | 15,400 | $465.0K | 0.07% | −43,794−74.0% | Reduced |
| Cidel Asset Management Inc | 15,369 | $464.0K | 0.02% | +85+0.6% | Added |
| RMR Wealth Builders | 15,330 | $463.0K | 0.11% | +235+1.6% | Added |
| Forte Capital LLC | 15,294 | $462.0K | 0.08% | −890−5.5% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Legacy Wealth Planning, LLC | 15,026 | $454.0K | 0.75% | +70.0% | 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 |
| 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 |
| 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 |
| 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 |
| Romano Brothers and Company | 14,842 | $448.0K | 0.07% | +14,842 | New |
| Eagle Harbor Asset Management Inc | 14,743 | $445.2K | 0.77% | −397−2.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,678 | $443.0K | 0.53% | 00.0% | Unchanged |
| First Interstate Bank | 14,656 | $442.0K | 0.04% | +6,155+72.4% | Added |
| 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 |
| Amplius Wealth Advisors, LLC | 14,574 | $440.0K | 0.08% | +14,574 | New |
| Brave Warrior Advisors, LLC | 14,532 | $439.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 14,497 | $437.8K | 0.18% | +30.0% | Added |
| Relyea Zuckerberg Hanson LLC | 14,434 | $436.0K | 0.16% | −299−2.0% | Reduced |
| Old Mission Investment Co LLC | 14,407 | $435.1K | 0.20% | +891+6.6% | 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 |
| 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 |