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, Q4 2022
Institutional positions in Bank of America Corp as of Dec 31, 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
- 2,722
- +168 vs. Q3 2022
- Shares held
- 5.64B
- +48.5M (+0.9%) vs. Q3 2022
- Total value
- $186.9B
- +$17.7B (+10.5%) vs. Q3 2022
- New holders
- 302
- 1,073 more added
- Sold out
- 134
- 1,046 more reduced
51 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 18,229 | $603.7K | 0.13% | +2,242+14.0% | Added |
| Intrua Financial, LLC | 18,199 | $604.8K | 0.14% | +1,647+10.0% | Added |
| L2 Asset Management, LLC | 18,289 | $605.7K | 0.39% | +2,168+13.4% | Added |
| First County Bank | 18,358 | $608.0K | 0.29% | +18,358 | New |
| Virtue Capital Management, LLC | 18,400 | $609.4K | 0.09% | +18,400 | New |
| Platform Technology Partners | 18,446 | $610.9K | 0.32% | −922−4.8% | Reduced |
| NBW Capital LLC | 18,476 | $611.9K | 0.16% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 18,516 | $613.0K | 0.51% | −5,340−22.4% | Reduced |
| Addison Capital Co | 18,509 | $613.0K | 0.39% | −119−0.6% | Reduced |
| Lansing Street Advisors | 18,513 | $613.2K | 0.42% | +1,738+10.4% | Added |
| My Legacy Advisors, LLC | 16,847 | $613.7K | 0.26% | +592+3.6% | Added |
| Pitti Group Wealth Management, LLC | 18,572 | $615.1K | 0.73% | +1,591+9.4% | Added |
| Cheviot Value Management, LLC | 18,572 | $615.1K | 0.15% | +600+3.3% | Added |
| Blueprint Investment Partners LLC | 18,584 | $615.5K | 0.13% | +18,584 | New |
| Allie Family Office LLC | 19,390 | $615.8K | 0.51% | 00.0% | Unchanged |
| Teza Capital Management LLC | 18,594 | $615.8K | 0.12% | −172,897−90.3% | Reduced |
| Triad Financial Advisors, Inc. | 18,620 | $616.7K | 0.28% | −31−0.2% | Reduced |
| Bennett Selby Investments LP | 18,634 | $617.0K | 0.46% | +205+1.1% | Added |
| Neo Ivy Capital Management | 18,642 | $617.0K | 0.42% | +10,742+136.0% | Added |
| Smith, Moore & Co. | 18,631 | $617.1K | 0.09% | +6,392+52.2% | Added |
| Grandview Asset Management LLC | 18,679 | $619.0K | 0.39% | −776−4.0% | Reduced |
| Guardian Capital Advisors LP | 17,970 | $619.4K | 0.07% | −75−0.4% | Reduced |
| Founders Capital Management, LLC | 18,770 | $621.7K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 18,810 | $623.0K | 0.11% | −2,264−10.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $623.0K | 0.05% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 18,822 | $623.4K | 0.28% | +1,467+8.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,891 | $625.7K | 0.17% | −951−4.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 18,919 | $626.6K | 0.05% | −3,018−13.8% | Reduced |
| Lathrop Investment Management Corp | 19,003 | $629.0K | 0.14% | −1,922−9.2% | Reduced |
| SOA Wealth Advisors, LLC. | 19,004 | $629.4K | 0.17% | +20+0.1% | Added |
| Twin Focus Capital Partners, LLC | 19,004 | $629.4K | 0.13% | +185+1.0% | Added |
| Exos TFP Holdings LLC | 19,015 | $629.8K | 0.17% | −5,731−23.2% | Reduced |
| Essex Investment Management Co LLC | 19,025 | $630.0K | 0.10% | −1,075−5.3% | Reduced |
| Sweet Financial Partners, LLC | 19,118 | $633.2K | 0.19% | +783+4.3% | Added |
| Mason & Associates Inc | 19,123 | $633.4K | 0.20% | +1,115+6.2% | Added |
| Raleigh Capital Management Inc. | 19,145 | $634.1K | 0.33% | +76+0.4% | Added |
| WNY Asset Management, LLC | 19,152 | $634.3K | 0.17% | −391−2.0% | Reduced |
| Pin Oak Investment Advisors Inc | 19,217 | $636.0K | 0.78% | +17,281+892.6% | Added |
| AdvisorNet Financial, Inc | 19,235 | $637.1K | 0.06% | −70,728−78.6% | Reduced |
| MBL Wealth, LLC | 19,284 | $639.0K | 0.12% | −3,134−14.0% | Reduced |
| Cyrus J. Lawrence, LLC | 19,308 | $639.0K | 0.19% | −3,122−13.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 19,358 | $641.1K | 0.08% | +19,358 | New |
| Kearns & Associates LLC | 19,500 | $645.8K | 0.68% | +19,500 | New |
| O'Rourke & Company, Inc | 19,516 | $646.0K | 0.51% | +2,642+15.7% | Added |
| Curbstone Financial Management Corp | 19,556 | $648.0K | 0.16% | −1,200−5.8% | Reduced |
| Jarislowsky, Fraser Ltd | 19,593 | $648.9K | 0.00% | −168−0.9% | Reduced |
| Sargent Bickham Lagudis LLC | 19,606 | $649.4K | 0.05% | −3,500−15.1% | Reduced |
| Crawford Investment Counsel Inc | 19,608 | $649.4K | 0.01% | +1,528+8.5% | Added |
| Whitener Capital Management, Inc. | 19,641 | $650.5K | 0.28% | +66+0.3% | Added |
| Bond & Devick Financial Network, Inc. | 19,765 | $654.6K | 0.47% | −77−0.4% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $655.0K | 0.54% | 00.0% | Unchanged |
| Investors Research Corp | 19,796 | $655.6K | 0.18% | +640+3.3% | Added |
| Foundations Investment Advisors, LLC | 19,885 | $658.6K | 0.03% | +4,774+31.6% | Added |
| Keel Point, LLC | 19,915 | $659.6K | 0.10% | −140−0.7% | Reduced |
| C2C Wealth Management, LLC | 19,757 | $661.3K | 0.11% | +870+4.6% | Added |
| Accurate Wealth Management, LLC | 19,394 | $661.7K | 0.24% | +6,442+49.7% | Added |
| Jupiter Wealth Management LLC | 20,000 | $662.0K | 0.64% | −1,000−4.8% | Reduced |
| PMC FIG Opportunities LLC | 20,000 | $662.4K | 3.29% | −10,000−33.3% | Reduced |
| Monetta Financial Services Inc | 20,000 | $662.4K | 0.76% | +20,000 | New |
| Leisure Capital Management | 20,055 | $664.2K | 0.34% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 20,100 | $665.7K | 1.01% | −5,000−19.9% | Reduced |
| Private Portfolio Partners LLC | 20,110 | $666.0K | 0.18% | +1,048+5.5% | Added |
| AXS Investments LLC | 20,192 | $668.8K | 0.24% | −4,959−19.7% | Reduced |
| Close Asset Management Ltd | 20,200 | $669.0K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 20,243 | $670.0K | 0.11% | +46+0.2% | Added |
| Geller Advisors LLC | 20,240 | $670.3K | 0.11% | +1,953+10.7% | Added |
| Inspirion Wealth Advisors, LLC | 20,248 | $670.6K | 0.14% | −1,259−5.9% | Reduced |
| Soltis Investment Advisors LLC | 20,250 | $670.7K | 0.09% | +3,458+20.6% | Added |
| Green Harvest Asset Management LLC | 20,274 | $671.5K | 0.03% | +20,274 | New |
| Leavell Investment Management, Inc. | 20,280 | $672.0K | 0.05% | +1,964+10.7% | Added |
| Aprio Wealth Management, LLC | 20,291 | $672.0K | 0.24% | +2,760+15.7% | Added |
| Howard Capital Management Group, LLC | 20,330 | $673.0K | 0.08% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 20,330 | $673.0K | 0.02% | +1,410+7.5% | Added |
| Concord Wealth Partners | 20,373 | $674.8K | 0.20% | −4,818−19.1% | Reduced |
| Trust Co of Virginia | 20,448 | $677.2K | 0.08% | −105−0.5% | Reduced |
| Allegheny Financial Group LTD | 20,456 | $677.5K | 0.28% | +44+0.2% | Added |
| Teamwork Financial Advisors, LLC | 20,488 | $678.6K | 0.14% | +20,488 | New |
| Wealth Advisors, Inc. | 20,524 | $679.7K | 0.36% | −2,424−10.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 20,550 | $680.6K | 0.21% | −250−1.2% | Reduced |
| Hartford Funds Management Co LLC | 20,600 | $682.3K | 0.07% | +11,661+130.5% | Added |
| Ramiah Investment Group | 20,654 | $684.1K | 1.32% | +20,654 | New |
| Vista Wealth Management Group, LLC | 20,660 | $684.2K | 0.08% | −2,219−9.7% | Reduced |
| Perennial Investment Advisors, LLC | 20,684 | $685.1K | 0.28% | +851+4.3% | Added |
| Oxbow Advisors, LLC | 20,692 | $685.3K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 20,696 | $685.4K | 0.43% | +3,072+17.4% | Added |
| AIMZ Investment Advisors, LLC | 20,714 | $686.0K | 0.32% | −150−0.7% | Reduced |
| Barber Financial Group, Inc. | 20,831 | $689.9K | 0.19% | −130−0.6% | Reduced |
| JNBA Financial Advisors | 20,887 | $691.8K | 0.10% | −39−0.2% | Reduced |
| Echo Street Capital Management LLC | 20,914 | $692.7K | 0.01% | +12,200+140.0% | Added |
| Westmount Partners, LLC | 20,927 | $693.1K | 0.36% | +20,927 | New |
| Moloney Securities Asset Management, LLC | 20,947 | $693.8K | 0.15% | +425+2.1% | Added |
| Accel Wealth Management | 20,977 | $694.7K | 0.33% | +529+2.6% | Added |
| Citizens National Bank Trust Department | 20,995 | $695.0K | 0.20% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 21,000 | $695.5K | 0.01% | 00.0% | Unchanged |
| Fusion Capital, LLC | 21,065 | $697.7K | 0.41% | +1,634+8.4% | Added |
| Altfest L J & Co Inc | 21,089 | $698.0K | 0.12% | −3,803−15.3% | Reduced |
| Valmark Advisers, Inc. | 21,080 | $698.2K | 0.02% | −238−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 21,090 | $698.5K | 0.12% | +900+4.5% | Added |
| Beacon Financial Advisory LLC | 21,098 | $698.8K | 0.50% | +550+2.7% | Added |
| Berkeley Capital Partners, LLC | 21,153 | $700.6K | 0.27% | +169+0.8% | Added |