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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 35,831 | $1.19M | 0.13% | +178+0.5% | Added |
| Millennium Capital Advisors, LLC | 35,865 | $1.19M | 1.20% | +310+0.9% | Added |
| Fee-Only Financial Planning, L.C. | 35,917 | $1.19M | 1.00% | +35,917 | New |
| Community Bank, N.A. | 35,943 | $1.19M | 0.17% | −607−1.7% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.19M | 0.27% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 36,007 | $1.19M | 0.78% | −2,427−6.3% | Reduced |
| Avitas Wealth Management LLC | 36,145 | $1.20M | 0.25% | +36,145 | New |
| Kiley Juergens Wealth Management, LLC | 36,169 | $1.20M | 0.50% | +4,266+13.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.20M | 0.39% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 36,276 | $1.20M | 0.38% | +8,160+29.0% | Added |
| Wealth Management Associates, Inc. | 36,374 | $1.20M | 0.80% | −1,331−3.5% | Reduced |
| Intellectus Partners, LLC | 36,425 | $1.21M | 0.42% | +5,939+19.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,440 | $1.21M | 0.06% | −6,609−15.4% | Reduced |
| Abundance Wealth Counselors | 36,460 | $1.21M | 0.33% | +206+0.6% | Added |
| Parkside Investments, LLC | 36,500 | $1.21M | 0.24% | +3,000+9.0% | Added |
| Dohj, LLC | 36,698 | $1.22M | 0.68% | +3,768+11.4% | Added |
| Financial Architects, Inc | 37,009 | $1.23M | 0.20% | −1,181−3.1% | Reduced |
| M&R Capital Management Inc | 37,157 | $1.23M | 0.34% | −1,410−3.7% | Reduced |
| Princeton Capital Management LLC | 37,209 | $1.23M | 0.55% | +1,099+3.0% | Added |
| Schulhoff & Co Inc | 37,270 | $1.23M | 0.57% | −101−0.3% | Reduced |
| US Asset Management LLC | 37,383 | $1.24M | 1.34% | +37,383 | New |
| Pegasus Partners Ltd. | 37,391 | $1.24M | 0.20% | −665−1.7% | Reduced |
| Armstrong Advisory Group, Inc | 37,434 | $1.24M | 0.16% | +37,434 | New |
| Sugarloaf Wealth Management, LLC | 37,582 | $1.24M | 0.31% | −39,035−50.9% | Reduced |
| Jmac Enterprises LLC | 37,672 | $1.25M | 0.34% | +2,400+6.8% | Added |
| Avantax Planning Partners, Inc. | 37,845 | $1.25M | 0.05% | +1,114+3.0% | Added |
| Cowa, LLC | 37,778 | $1.25M | 0.78% | −1,256−3.2% | Reduced |
| Atlas Brown,Inc. | 37,885 | $1.25M | 0.62% | −2,855−7.0% | Reduced |
| Freedom Day Solutions, LLC | 37,979 | $1.26M | 0.63% | −473−1.2% | Reduced |
| CRA Financial Services, LLC | 37,987 | $1.26M | 0.41% | +1,194+3.2% | Added |
| Schear Investment Advisers, LLC | 38,001 | $1.26M | 1.55% | +38,001 | New |
| Curated Wealth Partners LLC | 38,020 | $1.26M | 0.31% | +1,988+5.5% | Added |
| Buckley Wealth Management, LLC | 38,258 | $1.27M | 0.46% | −403−1.0% | Reduced |
| Paradigm Capital Management, LLC | 38,321 | $1.27M | 1.86% | +1,434+3.9% | Added |
| Culbertson A N & Co Inc | 38,422 | $1.27M | 0.27% | +4,701+13.9% | Added |
| Mosaic Family Wealth Partners, LLC | 38,471 | $1.27M | 0.36% | +38,471 | New |
| Annandale Capital, LLC | 38,556 | $1.28M | 0.42% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 38,647 | $1.28M | 0.54% | +5,304+15.9% | Added |
| Advisor OS, LLC | 38,654 | $1.28M | 0.34% | +16,632+75.5% | Added |
| Biltmore Family Office, LLC | 38,674 | $1.28M | 0.26% | +1,053+2.8% | Added |
| Global Financial Private Client, LLC | 38,706 | $1.28M | 0.72% | +75+0.2% | Added |
| Arkadios Wealth Advisors | 38,740 | $1.28M | 0.17% | +10,004+34.8% | Added |
| Ropes Wealth Advisors LLC | 38,747 | $1.28M | 0.23% | −649−1.6% | Reduced |
| Finer Wealth Management, Inc. | 38,867 | $1.29M | 1.20% | +18,756+93.3% | Added |
| Garner Asset Management Corp | 38,937 | $1.29M | 0.64% | −39−0.1% | Reduced |
| Dimension Capital Management LLC | 39,091 | $1.29M | 0.30% | −12,908−24.8% | Reduced |
| Manchester Capital Management LLC | 39,110 | $1.30M | 0.19% | −7,438−16.0% | Reduced |
| Legacy Advisors, LLC | 39,130 | $1.30M | 0.24% | +1,545+4.1% | Added |
| Thomas White International Ltd | 39,181 | $1.30M | 0.29% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 39,255 | $1.30M | 0.42% | −5,460−12.2% | Reduced |
| Marcum Wealth, LLC | 39,296 | $1.30M | 0.17% | +45+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 39,354 | $1.30M | 0.44% | +39,354 | New |
| Founders Financial Securities LLC | 39,524 | $1.31M | 0.21% | +3,853+10.8% | Added |
| West Branch Capital LLC | 39,526 | $1.31M | 0.81% | −299−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 39,526 | $1.31M | 0.43% | +303+0.8% | Added |
| Transatlantique Private Wealth LLC | 39,688 | $1.31M | 0.79% | +3,408+9.4% | Added |
| Coastal Bridge Advisors, LLC | 39,719 | $1.32M | 0.37% | +25+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 39,772 | $1.32M | 0.02% | −9,588−19.4% | Reduced |
| Centennial Bank | 39,786 | $1.32M | 0.75% | +39,786 | New |
| Laidlaw Wealth Management LLC | 39,912 | $1.32M | 0.28% | +257+0.6% | Added |
| Pentwater Capital Management LP | 40,000 | $1.32M | 0.04% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.32M | 0.63% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 40,024 | $1.33M | 0.31% | −1,049−2.6% | Reduced |
| Palogic Value Management, L.P. | 40,046 | $1.33M | 0.69% | +40,046 | New |
| Krilogy Financial LLC | 40,046 | $1.33M | 0.13% | +1,724+4.5% | Added |
| Evergreen Wealth Management, LLC | 40,107 | $1.33M | 1.22% | +40,107 | New |
| Octavia Wealth Advisors, LLC | 40,217 | $1.33M | 0.33% | +171+0.4% | Added |
| Falcon Wealth Planning | 40,356 | $1.34M | 0.38% | +98+0.2% | Added |
| Meridian Wealth Management, LLC | 40,397 | $1.34M | 0.13% | −2,035−4.8% | Reduced |
| Canal Insurance CO | 40,100 | $1.34M | 0.37% | +20,100+100.5% | Added |
| Burney Co | 40,608 | $1.34M | 0.07% | −1,400−3.3% | Reduced |
| Magnus Financial Group LLC | 40,746 | $1.35M | 0.22% | −2,361−5.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 40,850 | $1.35M | 0.44% | −710−1.7% | Reduced |
| Paragon Capital Management LLC | 40,860 | $1.35M | 0.84% | +337+0.8% | Added |
| Sterling Investment Management, Inc. | 40,931 | $1.36M | 1.09% | −2,372−5.5% | Reduced |
| Grand Jean Capital Management Inc | 40,967 | $1.36M | 0.61% | +967+2.4% | Added |
| Prudent Man Advisors, LLC | 40,984 | $1.36M | 0.55% | +462+1.1% | Added |
| First National Bank & Trust Co of Newtown | 41,106 | $1.36M | 0.31% | −1,470−3.5% | Reduced |
| Beck Capital Management, LLC | 41,164 | $1.36M | 0.57% | +41,164 | New |
| Inscription Capital, LLC | 41,204 | $1.36M | 0.47% | −1,655−3.9% | Reduced |
| Advisory Research Inc | 41,275 | $1.37M | 0.13% | +17,453+73.3% | Added |
| Anchor Capital Advisors LLC | 41,417 | $1.37M | 0.04% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 40,018 | $1.38M | 0.29% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 41,550 | $1.38M | 0.11% | +4,451+12.0% | Added |
| Circle Wealth Management, LLC | 41,561 | $1.38M | 0.21% | +703+1.7% | Added |
| Wealthsource Partners, LLC | 41,621 | $1.38M | 0.10% | −1,933−4.4% | Reduced |
| Axxcess Wealth Management, LLC | 41,656 | $1.38M | 0.11% | −454−1.1% | Reduced |
| Chapin Davis, Inc. | 41,672 | $1.38M | 0.80% | +41,672 | New |
| Bouchey Financial Group Ltd | 41,853 | $1.39M | 0.20% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 42,041 | $1.39M | 0.24% | +150+0.4% | Added |
| Strategic Advisors LLC | 42,346 | $1.40M | 0.31% | −1,258−2.9% | Reduced |
| Guardian Wealth Advisors, LLC | 42,355 | $1.40M | 0.27% | +1,183+2.9% | Added |
| Montchanin Asset Management, LLC | 42,370 | $1.40M | 1.92% | −14,850−26.0% | Reduced |
| Sunesis Advisors, LLC | 42,365 | $1.40M | 0.90% | −314−0.7% | Reduced |
| Hikari Power Ltd | 42,440 | $1.41M | 0.14% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 42,598 | $1.41M | 1.06% | +444+1.1% | Added |
| NVWM, LLC | 42,662 | $1.41M | 0.51% | −219−0.5% | Reduced |
| Aspiriant, LLC | 42,680 | $1.41M | 0.07% | +3,489+8.9% | Added |
| Sovereign Financial Group, Inc. | 42,820 | $1.42M | 0.56% | +2,749+6.9% | Added |
| Augustine Asset Management Inc | 42,822 | $1.42M | 0.78% | +27,909+187.1% | Added |