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 |
|---|---|---|---|---|---|
| Patient Capital Management, LLC | 25,000 | $828.0K | 0.41% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 25,043 | $829.4K | 0.11% | +1,251+5.3% | Added |
| DF Dent & Co Inc | 25,132 | $832.4K | 0.01% | +4,428+21.4% | Added |
| Agf Management Ltd | 25,145 | $832.8K | 0.01% | +25,145 | New |
| Sterling Investment Counsel, LLC | 25,170 | $833.6K | 0.52% | +10,238+68.6% | Added |
| Everhart Financial Group, Inc. | 25,181 | $834.0K | 0.42% | −3,613−12.5% | Reduced |
| Next Level Private LLC | 24,718 | $837.7K | 0.62% | −120.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 25,430 | $842.2K | 0.28% | +6,500+34.3% | Added |
| Corundum Group, Inc. | 25,477 | $844.0K | 0.48% | +1,652+6.9% | Added |
| RW Investment Management LLC | 25,489 | $844.2K | 0.33% | +25,489 | New |
| HNP Capital LLC | 25,539 | $845.9K | 0.24% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25,539 | $846.0K | 0.22% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 25,572 | $846.9K | 0.45% | −500−1.9% | Reduced |
| Ayalon Holdings Ltd. | 25,503 | $847.0K | 0.40% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 25,581 | $847.2K | 0.38% | +87+0.3% | Added |
| Citadel Investment Advisory, Inc. | 25,600 | $848.0K | 0.58% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 25,648 | $849.5K | 0.53% | +42+0.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $861.0K | 0.60% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 26,001 | $861.2K | 0.10% | +1,238+5.0% | Added |
| Eaton Financial Holdings Company, LLC | 26,224 | $868.5K | 0.74% | +26,224 | New |
| Cassaday & Co Wealth Management LLC | 26,348 | $872.6K | 0.04% | +26,348 | New |
| Geneos Wealth Management Inc. | 26,470 | $876.7K | 0.05% | −1,240−4.5% | Reduced |
| Eudaimonia Partners, LLC | 26,478 | $876.9K | 0.22% | −12,385−31.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,514 | $878.2K | 0.55% | −196−0.7% | Reduced |
| Optas, LLC | 26,556 | $879.5K | 0.36% | +1,395+5.5% | Added |
| Dorchester Wealth Management Co | 26,593 | $880.8K | 0.21% | −7,745−22.6% | Reduced |
| Altman Advisors, Inc. | 25,693 | $883.3K | 0.55% | −3,121−10.8% | Reduced |
| HighTower Trust Services, LTA | 27,017 | $885.3K | 0.09% | +7,014+35.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 25,969 | $886.1K | 0.58% | +87+0.3% | Added |
| Uncommon Cents Investing LLC | 26,798 | $887.5K | 0.33% | +4,415+19.7% | Added |
| Fortitude Advisory Group L.L.C. | 26,823 | $888.4K | 0.77% | +331+1.2% | Added |
| Greenwich Wealth Management LLC | 26,991 | $894.0K | 0.10% | −305−1.1% | Reduced |
| Keystone Financial Group | 26,997 | $894.2K | 0.18% | +31+0.1% | Added |
| Epacria Capital Partners, LLC | 27,000 | $894.2K | 0.72% | +27,000 | New |
| Rossmore Private Capital | 27,031 | $895.3K | 0.14% | −20−0.1% | Reduced |
| LVW Advisors, LLC | 27,064 | $896.4K | 0.19% | +563+2.1% | Added |
| Potomac Capital Management, Inc. | 27,080 | $897.0K | 1.24% | 00.0% | Unchanged |
| First Command Bank | 27,098 | $897.0K | 0.11% | +237+0.9% | Added |
| First Command Financial Services, Inc. | 27,098 | $897.0K | 0.11% | +237+0.9% | Added |
| XTX Topco Ltd | 27,115 | $898.0K | 0.19% | +27,115 | New |
| X-Square Capital, LLC | 27,221 | $902.0K | 0.51% | −99−0.4% | Reduced |
| Quent Capital, LLC | 27,289 | $903.8K | 0.17% | +86+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 27,310 | $904.5K | 0.11% | −606−2.2% | Reduced |
| Childress Capital Advisors, LLC | 27,332 | $905.2K | 0.30% | +1,662+6.5% | Added |
| Oakworth Capital, Inc. | 27,349 | $905.8K | 0.09% | +133+0.5% | Added |
| Aspire Private Capital, LLC | 27,471 | $909.8K | 0.33% | −1,023−3.6% | Reduced |
| Evoke Wealth, LLC | 27,473 | $909.9K | 0.03% | +622+2.3% | Added |
| Wayfinding Financial, LLC | 20,032 | $910.0K | 0.73% | −2,317−10.4% | Reduced |
| Keudell/Morrison Wealth Management | 27,563 | $912.9K | 0.29% | +777+2.9% | Added |
| Shepherd Financial Partners LLC | 27,601 | $914.1K | 0.17% | +971+3.6% | Added |
| Financial Advocates Investment Management | 27,610 | $914.4K | 0.07% | +3,501+14.5% | Added |
| GFG Capital, LLC | 27,611 | $914.5K | 0.21% | −317−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 27,719 | $918.1K | 0.19% | +1,216+4.6% | Added |
| Daymark Wealth Partners, LLC | 27,752 | $919.1K | 0.16% | +27,752 | New |
| Curi Capital | 27,831 | $921.8K | 0.13% | +3,831+16.0% | Added |
| Main Street Financial Solutions, LLC | 27,835 | $922.2K | 0.15% | +3,693+15.3% | Added |
| Sawgrass Asset Management LLC | 27,845 | $922.2K | 0.13% | +205+0.7% | Added |
| Winthrop Advisory Group LLC | 27,880 | $923.4K | 0.18% | +787+2.9% | Added |
| Beverly Hills Private Wealth, LLC | 27,897 | $923.9K | 0.40% | +27,897 | New |
| WealthPLAN Partners, LLC | 25,941 | $924.0K | 0.06% | +25,941 | New |
| WealthPlan Investment Management, LLC | 25,941 | $924.8K | 0.06% | +1,939+8.1% | Added |
| FinTrust Capital Advisors, LLC | 27,928 | $925.0K | 0.22% | −11,723−29.6% | Reduced |
| Peoples Bank | 28,037 | $928.6K | 0.60% | −466−1.6% | Reduced |
| First Foundation Advisors | 28,141 | $932.0K | 0.04% | +1,087+4.0% | Added |
| Marex Group plc | 28,160 | $932.7K | 0.13% | +28,160 | New |
| Lowe Brockenbrough & Co Inc | 28,185 | $933.5K | 0.08% | +1,297+4.8% | Added |
| FourThought Financial Partners, LLC | 28,205 | $934.2K | 0.14% | +28,205 | New |
| Boston Common Asset Management, LLC | 28,225 | $935.0K | 0.04% | +583+2.1% | Added |
| Capital Management Associates | 28,242 | $935.4K | 1.39% | −206−0.7% | Reduced |
| Blueshift Asset Management, LLC | 28,287 | $936.9K | 0.43% | +8,657+44.1% | Added |
| Wealth Architects, LLC | 28,379 | $939.9K | 0.18% | −1,190−4.0% | Reduced |
| Parsec Financial Management, Inc. | 28,386 | $940.2K | 0.04% | −2,042−6.7% | Reduced |
| Buckhead Capital Management LLC | 28,516 | $944.4K | 0.23% | −223−0.8% | Reduced |
| Register Financial Advisors LLC | 28,573 | $946.4K | 0.60% | +28,573 | New |
| Arjuna Capital | 28,591 | $946.9K | 0.44% | +380+1.3% | Added |
| Weik Capital Management | 28,605 | $947.0K | 0.44% | −650−2.2% | Reduced |
| Relative Value Partners Group, LLC | 28,596 | $947.1K | 0.07% | +3,580+14.3% | Added |
| Cornerstone Advisory, LLC | 28,617 | $947.8K | 0.19% | +86+0.3% | Added |
| Red Cedar Capital, LLC | 28,731 | $952.0K | 0.60% | +250+0.9% | Added |
| Coastwise Capital Group, LLC | 28,748 | $952.1K | 1.13% | +28,748 | New |
| Samalin Investment Counsel, LLC | 28,801 | $953.9K | 0.60% | −1,816−5.9% | Reduced |
| Chesapeake Wealth Management | 29,007 | $960.7K | 0.42% | +3,109+12.0% | Added |
| BTC Capital Management, Inc. | 29,024 | $961.3K | 0.12% | +2,200+8.2% | Added |
| Oder Investment Management, LLC | 29,030 | $961.5K | 1.20% | −1,088−3.6% | Reduced |
| Bryn Mawr Trust Co | 29,073 | $963.0K | 0.04% | −300−1.0% | Reduced |
| Covenant Asset Management, LLC | 29,186 | $966.6K | 0.35% | +6,658+29.6% | Added |
| David Loasby | 28,282 | $972.3K | 0.13% | +7,320+34.9% | Added |
| Golden Green, Inc. | 29,381 | $973.1K | 1.00% | +29,381 | New |
| Prelude Capital Management, LLC | 29,429 | $974.7K | 0.06% | −85,631−74.4% | Reduced |
| Perpetual Investment Management Ltd | 29,600 | $980.4K | 0.12% | 00.0% | Unchanged |
| Eastern Bank | 29,626 | $981.2K | 0.05% | −2,710−8.4% | Reduced |
| BFSG, LLC | 29,685 | $983.0K | 0.20% | −2,685−8.3% | Reduced |
| NBT Bank N A | 29,701 | $983.7K | 0.14% | +1,988+7.2% | Added |
| Apriem Advisors | 29,788 | $986.6K | 0.17% | +1,047+3.6% | Added |
| SageView Advisory Group, LLC | 29,806 | $987.2K | 0.08% | +29,806 | New |
| Paradigm Financial Partners, LLC | 28,698 | $987.5K | 0.29% | −1,040−3.5% | Reduced |
| MCF Advisors LLC | 29,835 | $988.1K | 0.10% | +3,456+13.1% | Added |
| WESPAC Advisors, LLC | 29,854 | $988.8K | 1.71% | +762+2.6% | Added |
| Michael B. Yongue | 29,900 | $990.3K | 0.93% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 30,000 | $993.6K | 1.60% | −70,000−70.0% | Reduced |