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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| Telemus Capital, LLC | 20,376 | $701.1K | 0.06% | +170+0.8% | Added |
| AIA Group Ltd | 21,173 | $701.3K | 0.04% | −3,734−15.0% | Reduced |
| Marshall Financial Group LLC | 21,261 | $704.2K | 0.27% | −1,964−8.5% | Reduced |
| Richard W. Paul & Associates, LLC | 21,274 | $704.6K | 0.35% | +21,274 | New |
| Black Diamond Financial, LLC | 21,318 | $706.1K | 0.26% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 21,378 | $708.0K | 0.15% | −466−2.1% | Reduced |
| Prestige Wealth Management Group LLC | 21,393 | $708.6K | 0.18% | +2,028+10.5% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $710.1K | 0.32% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21,457 | $710.7K | 0.06% | −100,583−82.4% | Reduced |
| 180 Wealth Advisors, LLC | 20,152 | $712.2K | 0.17% | +265+1.3% | Added |
| Waddell & Associates, LLC | 21,560 | $714.1K | 0.12% | −39−0.2% | Reduced |
| HWG Holdings LP | 21,596 | $715.0K | 0.47% | +21,596 | New |
| Gladius Capital Management LP | 21,608 | $715.7K | 0.23% | −29,758−57.9% | Reduced |
| Congress Asset Management Co | 21,614 | $715.8K | 0.01% | −1,903,175−98.9% | Reduced |
| LMG Wealth Partners, LLC | 20,758 | $716.6K | 0.24% | +20,758 | New |
| Callan Capital, LLC | 21,670 | $717.7K | 0.09% | +21,670 | New |
| Cypress Asset Management Inc | 21,522 | $717.8K | 0.26% | +415+2.0% | Added |
| Mairs & Power Inc | 21,683 | $718.1K | 0.01% | −295−1.3% | Reduced |
| Coppell Advisory Solutions LLC | 21,838 | $723.3K | 0.26% | +21,838 | New |
| Coppell Advisory Solutions Corp. | 21,838 | $723.3K | 0.26% | +21,838 | New |
| Baystate Wealth Management LLC | 21,934 | $726.0K | 0.07% | +6,178+39.2% | Added |
| Arlington Partners LLC | 21,999 | $728.6K | 0.12% | −1,500−6.4% | Reduced |
| Breakwater Capital Group | 22,045 | $730.1K | 0.38% | +22,045 | New |
| Avidian Wealth Solutions, LLC | 22,095 | $731.8K | 0.05% | +377+1.7% | Added |
| Deseret Mutual Benefit Administrators | 22,095 | $731.8K | 0.30% | −16,437−42.7% | Reduced |
| PBMares Wealth Management LLC | 22,122 | $732.7K | 0.30% | −475−2.1% | Reduced |
| Adirondack Trust Co | 22,134 | $732.8K | 0.38% | −187−0.8% | Reduced |
| Briggs Advisory Group, Inc. | 22,131 | $733.0K | 0.47% | +1,404+6.8% | Added |
| High Net Worth Advisory Group LLC | 22,162 | $734.0K | 0.29% | −4,480−16.8% | Reduced |
| SlateStone Wealth, LLC | 22,247 | $736.8K | 0.18% | +557+2.6% | Added |
| LBMC Investment Advisors, LLC | 22,255 | $737.1K | 0.08% | +743+3.5% | Added |
| Hedges Asset Management LLC | 22,300 | $738.6K | 0.66% | +900+4.2% | Added |
| Wendell David Associates Inc | 22,318 | $739.0K | 0.09% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 22,340 | $739.9K | 0.76% | +22,340 | New |
| EverSource Wealth Advisors, LLC | 22,361 | $740.6K | 0.11% | +5,339+31.4% | Added |
| Auto-Owners Insurance Co | 22,373 | $741.0K | 0.03% | +22,373 | New |
| Miracle Mile Advisors, LLC | 22,419 | $742.5K | 0.03% | +1,820+8.8% | Added |
| Old Port Advisors | 22,434 | $743.0K | 0.28% | +129+0.6% | Added |
| SPC Financial, Inc. | 22,465 | $744.0K | 0.09% | −1,457−6.1% | Reduced |
| Harbor Advisory Corp | 22,477 | $744.4K | 0.30% | +11,984+114.2% | Added |
| Brasada Capital Management, LP | 22,500 | $745.2K | 0.17% | 00.0% | Unchanged |
| New Hampshire Trust | 22,502 | $745.3K | 0.20% | +22,502 | New |
| Drive Wealth Management, LLC | 22,510 | $745.5K | 0.37% | +6,745+42.8% | Added |
| Denali Advisors LLC | 22,600 | $748.5K | 0.31% | −1,700−7.0% | Reduced |
| Delta Financial Group, Inc. | 23,120 | $752.0K | 0.33% | +23,120 | New |
| Continuum Advisory, LLC | 22,846 | $756.7K | 0.14% | +658+3.0% | Added |
| Waterfront Wealth Inc. | 21,347 | $756.8K | 0.26% | −272−1.3% | Reduced |
| Sentinel Trust Co Lba | 22,877 | $758.0K | 0.12% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 22,915 | $758.9K | 0.00% | +6,827+42.4% | Added |
| Garrison Point Advisors, LLC | 22,958 | $760.4K | 0.62% | +10.0% | Added |
| Bartlett & Co. Wealth Management LLC | 23,024 | $762.5K | 0.02% | −144−0.6% | Reduced |
| Bartlett & Co. LLC | 23,024 | $763.0K | 0.02% | −144−0.6% | Reduced |
| CSS LLC | 23,050 | $763.4K | 0.05% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 22,690 | $765.1K | 0.32% | +1,375+6.5% | Added |
| Field & Main Bank | 23,130 | $765.8K | 0.49% | +275+1.2% | Added |
| Benedict Financial Advisors Inc | 23,126 | $765.9K | 0.23% | −166−0.7% | Reduced |
| Ssi Investment Management LLC | 23,146 | $766.6K | 0.05% | −18−0.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 23,154 | $766.9K | 0.74% | +944+4.3% | Added |
| Old North State Trust, LLC | 23,164 | $767.0K | 0.50% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 23,164 | $767.2K | 0.52% | −542−2.3% | Reduced |
| Worth Financial Advisory Group, LLC | 23,174 | $767.5K | 0.89% | +23,174 | New |
| Graves-Light Private Wealth Management, Inc. | 23,249 | $770.0K | 0.12% | +100.0% | Added |
| Naples Global Advisors, LLC | 23,301 | $771.7K | 0.10% | −715−3.0% | Reduced |
| First PREMIER Bank | 23,340 | $772.0K | 0.23% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 23,332 | $772.8K | 0.09% | −1,821−7.2% | Reduced |
| Palumbo Wealth Management LLC | 23,345 | $773.2K | 0.61% | +905+4.0% | Added |
| Proffitt & Goodson Inc | 23,348 | $773.3K | 0.16% | −823−3.4% | Reduced |
| MidWestOne Financial Group, Inc. | 23,353 | $773.5K | 0.18% | +23,353 | New |
| LexAurum Advisors, LLC | 23,382 | $774.4K | 0.28% | −81−0.3% | Reduced |
| Stableford Capital II LLC | 22,936 | $777.3K | 0.42% | −935−3.9% | Reduced |
| Navalign, LLC | 23,581 | $781.0K | 0.32% | +89+0.4% | Added |
| Pendal Group Limited | 23,704 | $785.1K | 0.01% | −16,421−40.9% | Reduced |
| West Paces Advisors Inc. | 23,724 | $785.7K | 0.25% | +755+3.3% | Added |
| TLWM | 23,733 | $786.0K | 0.29% | +5,541+30.5% | Added |
| Convergence Investment Partners, LLC | 23,740 | $786.3K | 0.47% | +2,470+11.6% | Added |
| Nations Financial Group Inc, | 23,757 | $786.9K | 0.09% | +6,178+35.1% | Added |
| VELA Investment Management, LLC | 23,935 | $792.7K | 0.39% | +4,339+22.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 22,460 | $793.0K | 0.46% | +73+0.3% | Added |
| First National Bank of Omaha | 24,070 | $797.0K | 0.05% | −566−2.3% | Reduced |
| DRW Securities, LLC | 24,073 | $797.0K | 0.16% | +24,073 | New |
| Glassman Wealth Services | 24,079 | $797.5K | 0.15% | +168+0.7% | Added |
| Selective Wealth Management, Inc. | 23,674 | $801.4K | 0.42% | +6,092+34.6% | Added |
| Verity & Verity, LLC | 24,203 | $801.6K | 0.10% | +24,203 | New |
| Unionview, LLC | 24,237 | $802.7K | 0.80% | +92+0.4% | Added |
| Acropolis Investment Management, LLC | 24,249 | $803.1K | 0.07% | −894−3.6% | Reduced |
| Arbor Investment Advisors, LLC | 24,250 | $803.2K | 0.16% | +15,106+165.2% | Added |
| Bridgewater Advisors Inc. | 24,330 | $805.8K | 0.19% | −13,950−36.4% | Reduced |
| Advisory Alpha, LLC | 24,335 | $806.0K | 0.06% | +372+1.6% | Added |
| Gamble Jones Investment Counsel | 24,338 | $806.1K | 0.06% | 00.0% | Unchanged |
| Middleton & Co Inc | 24,407 | $808.3K | 0.12% | −10,770−30.6% | Reduced |
| Norris Financial Group, LLC | 24,456 | $810.0K | 0.68% | +297+1.2% | Added |
| Sippican Capital Advisors | 24,488 | $811.0K | 0.78% | −175−0.7% | Reduced |
| Cim Investment Mangement Inc | 24,512 | $811.8K | 0.32% | −613−2.4% | Reduced |
| Intrepid Financial Planning Group LLC | 24,523 | $812.2K | 0.44% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 24,581 | $813.9K | 0.38% | +3,744+18.0% | Added |
| Independent Investors Inc | 24,640 | $816.1K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 24,648 | $816.5K | 0.33% | +24,648 | New |
| Venturi Wealth Management, LLC | 24,784 | $820.9K | 0.07% | +9,814+65.6% | Added |
| Tyler-Stone Wealth Management | 24,775 | $821.0K | 0.56% | +1,676+7.3% | Added |
| Rappaport Reiches Capital Management, LLC | 24,890 | $824.4K | 0.41% | −110.0% | Reduced |