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 |
|---|---|---|---|---|---|
| Waycross Partners, LLC | 30,000 | $994.0K | 0.36% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 30,071 | $996.0K | 0.24% | +30.0% | Added |
| Beacon Investment Advisory Services, Inc. | 30,196 | $1.00M | 0.05% | +1,816+6.4% | Added |
| Holocene Advisors, LP | 30,211 | $1.00M | 0.01% | +30,211 | New |
| Roof Eidam & Maycock | 30,219 | $1.00M | 0.35% | +300+1.0% | Added |
| Adell Harriman & Carpenter Inc | 30,258 | $1.00M | 0.12% | +3,310+12.3% | Added |
| Summitry LLC | 30,281 | $1.00M | 0.07% | +643+2.2% | Added |
| Physicians Financial Services, Inc. | 30,286 | $1.00M | 0.45% | −100−0.3% | Reduced |
| Highlander Capital Management, LLC | 30,344 | $1.00M | 0.53% | 00.0% | Unchanged |
| Cypress Capital Group | 30,425 | $1.01M | 0.15% | −4,972−14.0% | Reduced |
| Quantamental Technologies LLC | 30,494 | $1.01M | 0.46% | +30,494 | New |
| Algert Global LLC | 30,522 | $1.01M | 0.06% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 30,604 | $1.01M | 0.23% | −362−1.2% | Reduced |
| Washington Capital Management Inc | 30,730 | $1.02M | 0.94% | −150−0.5% | Reduced |
| Mathes Company, Inc. | 30,750 | $1.02M | 0.51% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 30,748 | $1.02M | 2.20% | +3,816+14.2% | Added |
| Kidder Stephen W | 30,765 | $1.02M | 0.37% | −100−0.3% | Reduced |
| NCM Capital Management, LLC | 30,755 | $1.02M | 0.67% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 30,812 | $1.02M | 0.07% | −5,516−15.2% | Reduced |
| Spirit of America Management Corp | 30,850 | $1.02M | 0.23% | +1,250+4.2% | Added |
| MSD Partners, L.P. | 30,916 | $1.02M | 0.12% | 00.0% | Unchanged |
| Haverford Trust Co | 30,985 | $1.03M | 0.01% | −1,920−5.8% | Reduced |
| Cubic Asset Management, LLC | 30,989 | $1.03M | 0.29% | +2,196+7.6% | Added |
| Journey Strategic Wealth LLC | 31,027 | $1.03M | 0.12% | −842−2.6% | Reduced |
| RMB Capital Management, LLC | 31,175 | $1.03M | 0.04% | −3,139−9.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,226 | $1.03M | 0.02% | −200−0.6% | Reduced |
| Kovack Advisors, Inc. | 31,296 | $1.04M | 0.15% | −1,118−3.4% | Reduced |
| Founders Financial Alliance, LLC | 31,306 | $1.04M | 0.48% | +213+0.7% | Added |
| Miramar Capital, LLC | 31,330 | $1.04M | 0.27% | −165−0.5% | Reduced |
| Unigestion Holding SA | 31,317 | $1.04M | 0.06% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 31,389 | $1.04M | 0.56% | +3,534+12.7% | Added |
| PFG Advisors | 31,389 | $1.04M | 0.10% | +2,681+9.3% | Added |
| Paragon Financial Partners, Inc. | 31,429 | $1.04M | 1.15% | +18+0.1% | Added |
| ASB Consultores, LLC | 31,430 | $1.04M | 0.43% | +481+1.6% | Added |
| Alpha Omega Wealth Management LLC | 31,472 | $1.04M | 0.19% | −562−1.8% | Reduced |
| Wrapmanager Inc | 31,621 | $1.05M | 0.34% | −1,468−4.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 31,651 | $1.05M | 1.49% | +10,551+50.0% | Added |
| Tilt Investment Management Holdings, PBC | 31,790 | $1.05M | 0.89% | +31,790 | New |
| Wedmont Private Capital | 30,664 | $1.06M | 0.16% | −4,376−12.5% | Reduced |
| Wealth Effects LLC | 31,891 | $1.06M | 0.60% | −18,145−36.3% | Reduced |
| Pecaut & Co. | 31,901 | $1.06M | 0.50% | −250−0.8% | Reduced |
| McLean Asset Management Corp | 31,920 | $1.06M | 0.36% | +70+0.2% | Added |
| Good Life Advisors, LLC | 31,931 | $1.06M | 0.15% | +1,391+4.6% | Added |
| Foster & Motley Inc | 32,021 | $1.06M | 0.09% | +15,828+97.7% | Added |
| Cape Ann Savings Bank | 32,075 | $1.06M | 0.78% | +1,742+5.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 32,121 | $1.06M | 0.24% | +118+0.4% | Added |
| Haverford Financial Services, Inc. | 32,172 | $1.07M | 0.29% | 00.0% | Unchanged |
| S.A. Mason LLC | 32,287 | $1.07M | 0.81% | +90.0% | Added |
| Full Sail Capital, LLC | 32,300 | $1.07M | 0.10% | +140.0% | Added |
| Aurora Private Wealth, Inc. | 32,379 | $1.07M | 1.23% | +191+0.6% | Added |
| Chicago Partners Investment Group LLC | 29,568 | $1.09M | 0.07% | −372−1.2% | Reduced |
| Sargent Investment Group, LLC | 32,936 | $1.09M | 0.34% | +1,625+5.2% | Added |
| Summit Financial, LLC | 33,110 | $1.10M | 0.10% | −3,420−9.4% | Reduced |
| Boyd Watterson Asset Management LLC | 33,229 | $1.10M | 0.45% | +2,550+8.3% | Added |
| Ballast, Inc. | 33,313 | $1.10M | 0.48% | +699+2.1% | Added |
| Wambolt & Associates, LLC | 33,356 | $1.10M | 0.42% | −561−1.7% | Reduced |
| Engineers Gate Manager LP | 33,362 | $1.10M | 0.07% | −55,467−62.4% | Reduced |
| StoneX Group Inc. | 33,460 | $1.11M | 0.13% | +9,619+40.3% | Added |
| Clearview Wealth Advisors LLC | 33,491 | $1.11M | 0.86% | −5,183−13.4% | Reduced |
| Rehmann Capital Advisory Group | 33,624 | $1.11M | 0.11% | −1,483−4.2% | Reduced |
| BLB&B Advisors, LLC | 33,713 | $1.12M | 0.09% | −2,310−6.4% | Reduced |
| Tobam | 33,874 | $1.12M | 0.07% | +5,070+17.6% | Added |
| Proquility Private Wealth Partners, LLC | 33,879 | $1.12M | 0.46% | −20,521−37.7% | Reduced |
| waypoint wealth counsel | 33,884 | $1.12M | 0.90% | +33,884 | New |
| Change Path, LLC | 34,032 | $1.13M | 0.06% | +3,985+13.3% | Added |
| MONECO Advisors, LLC | 34,060 | $1.13M | 0.41% | +14,471+73.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 34,062 | $1.13M | 0.04% | +352+1.0% | Added |
| Insight Advisors, LLC | 33,793 | $1.13M | 0.39% | −3,412−9.2% | Reduced |
| TCW Group Inc | 34,083 | $1.13M | 0.02% | +136+0.4% | Added |
| RSM US Wealth Management LLC | 34,061 | $1.13M | 0.06% | +3,025+9.7% | Added |
| London Co of Virginia | 34,182 | $1.13M | 0.01% | −121,611−78.1% | Reduced |
| Bridgecreek Investment Management, LLC | 34,250 | $1.13M | 0.25% | 00.0% | Unchanged |
| IFG Advisory, LLC | 34,289 | $1.14M | 0.11% | −14,679−30.0% | Reduced |
| Money Concepts Capital Corp | 34,317 | $1.14M | 0.05% | +28,970+541.8% | Added |
| Intrinsic Value Partners, LLC | 34,353 | $1.14M | 1.56% | −2,900−7.8% | Reduced |
| Mill Capital Management, LLC | 34,405 | $1.14M | 0.13% | 00.0% | Unchanged |
| Continental Advisors LLC | 34,438 | $1.14M | 1.08% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 34,456 | $1.14M | 0.35% | −127−0.4% | Reduced |
| Bank of Hawaii | 34,525 | $1.14M | 0.07% | −392−1.1% | Reduced |
| Sendero Wealth Management, LLC | 34,552 | $1.14M | 0.41% | +18,275+112.3% | Added |
| RB Capital Management, LLC | 34,552 | $1.14M | 0.42% | −5,968−14.7% | Reduced |
| Court Place Advisors, LLC | 45,608 | $1.15M | 0.42% | +1,126+2.5% | Added |
| Journey Advisory Group, LLC | 34,696 | $1.15M | 0.29% | +20,456+143.7% | Added |
| Woodward Diversified Capital, LLC | 34,751 | $1.15M | 0.93% | −593−1.7% | Reduced |
| First National Bank Sioux Falls | 34,983 | $1.16M | 0.84% | 00.0% | Unchanged |
| Black Swift Group, LLC | 35,000 | $1.16M | 0.46% | +35,000 | New |
| Clear Harbor Asset Management, LLC | 35,106 | $1.16M | 0.15% | +4,400+14.3% | Added |
| McIlrath & Eck, LLC | 35,166 | $1.16M | 0.30% | +592+1.7% | Added |
| Aspen Investment Management Inc | 35,241 | $1.17M | 0.76% | −1,145−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 35,261 | $1.17M | 0.10% | +1,468+4.3% | Added |
| Parisi Gray Wealth Management | 35,323 | $1.17M | 0.58% | +308+0.9% | Added |
| Roman Butler Fullerton & Co | 33,894 | $1.17M | 0.61% | +1,955+6.1% | Added |
| Gibson Wealth Advisors LLC | 34,083 | $1.17M | 0.02% | +33,542+6,200.0% | Added |
| SignalPoint Asset Management, LLC | 35,466 | $1.18M | 0.41% | +188+0.5% | Added |
| Orion Capital Management LLC | 35,514 | $1.18M | 0.86% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 35,602 | $1.18M | 0.45% | +35,602 | New |
| Financial Insights, Inc. | 35,605 | $1.18M | 0.56% | +17,250+94.0% | Added |
| Buttonwood Financial Advisors Inc. | 35,608 | $1.18M | 0.99% | −286−0.8% | Reduced |
| Pinnacle Holdings, LLC | 35,748 | $1.18M | 0.53% | 00.0% | Unchanged |
| Accredited Investors Inc. | 35,779 | $1.19M | 0.10% | +11,321+46.3% | Added |