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 |
|---|---|---|---|---|---|
| City Holding Co | 42,848 | $1.42M | 0.26% | −360−0.8% | Reduced |
| Kahn Brothers Group Inc | 43,069 | $1.43M | 0.19% | +32,361+302.2% | Added |
| Greenfield Savings Bank | 43,080 | $1.43M | 0.94% | −299−0.7% | Reduced |
| Alps Advisors Inc | 43,129 | $1.43M | 0.01% | −7,015−14.0% | Reduced |
| Bragg Financial Advisors, Inc | 43,167 | $1.43M | 0.09% | +1,244+3.0% | Added |
| FLC Capital Advisors | 43,285 | $1.43M | 0.45% | +2,515+6.2% | Added |
| Boston Trust Walden Corp | 43,317 | $1.43M | 0.01% | −749−1.7% | Reduced |
| White Pine Capital LLC | 43,480 | $1.44M | 0.56% | +921+2.2% | Added |
| E&G Advisors, LP | 43,567 | $1.44M | 0.54% | −250−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 43,745 | $1.45M | 0.33% | +208+0.5% | Added |
| Granite Harbor Advisors, Inc. | 43,786 | $1.45M | 1.48% | +43,786 | New |
| Probity Advisors, Inc. | 43,885 | $1.45M | 0.33% | +1,396+3.3% | Added |
| Strategic Investment Advisors | 44,023 | $1.46M | 0.30% | +2,400+5.8% | Added |
| Sunbelt Securities, Inc. | 44,069 | $1.46M | 0.29% | −961−2.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 44,101 | $1.46M | 1.09% | −143−0.3% | Reduced |
| Excalibur Management Corp | 44,247 | $1.47M | 0.77% | +535+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 44,332 | $1.47M | 0.03% | −2,314−5.0% | Reduced |
| Simplex Trading, LLC | 44,502 | $1.47M | 0.07% | +44,502 | New |
| Waldron Private Wealth LLC | 48,846 | $1.48M | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 44,912 | $1.49M | 0.07% | +4,324+10.7% | Added |
| Choate Investment Advisors | 45,031 | $1.49M | 0.09% | −1,645−3.5% | Reduced |
| Capital Asset Advisory Services LLC | 44,685 | $1.50M | 0.12% | +5,460+13.9% | Added |
| Columbia Asset Management | 45,335 | $1.50M | 0.37% | −4,473−9.0% | Reduced |
| Aire Advisors, LLC | 46,395 | $1.50M | 0.46% | +1,373+3.0% | Added |
| Mission Wealth Management, LP | 45,434 | $1.50M | 0.07% | +188+0.4% | Added |
| Parkside Financial Bank & Trust | 45,461 | $1.51M | 0.43% | +1,279+2.9% | Added |
| Key Client Fiduciary Advisors, LLC | 45,569 | $1.51M | 1.03% | +68+0.1% | Added |
| Oarsman Capital, Inc. | 45,703 | $1.51M | 0.77% | +270+0.6% | Added |
| Proficio Capital Partners LLC | 45,548 | $1.52M | 0.29% | −4,196−8.4% | Reduced |
| Legacy Bridge, LLC | 45,910 | $1.52M | 1.08% | +1,855+4.2% | Added |
| InTrack Investment Management Inc | 45,925 | $1.52M | 1.52% | +358+0.8% | Added |
| Etesian Wealth Advisors, Inc. | 45,992 | $1.52M | 1.11% | +45,992 | New |
| Peterson Financial Group, Inc. | 46,168 | $1.53M | 2.02% | −25,632−35.7% | Reduced |
| Buffington Mohr McNeal | 46,269 | $1.53M | 0.36% | −500−1.1% | Reduced |
| CenterStar Asset Management, LLC | – | $1.54M | 2.87% | – | – |
| Coombe, Bender & Co LLC | 46,677 | $1.55M | 1.41% | −7,453−13.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,686 | $1.55M | 0.68% | −99−0.2% | Reduced |
| McDonald Partners LLC | 46,863 | $1.55M | 0.53% | +20,458+77.5% | Added |
| Investment Advisory Services Inc | 46,608 | $1.55M | 0.80% | −679−1.4% | Reduced |
| Vanguard Capital Wealth Advisors | 47,089 | $1.56M | 1.81% | +15,656+49.8% | Added |
| Stony Point Wealth Management Inc. | 47,105 | $1.56M | 0.86% | −155−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 47,164 | $1.56M | 0.07% | −6,834−12.7% | Reduced |
| Blue Fin Capital, Inc. | 47,354 | $1.57M | 0.57% | −62−0.1% | Reduced |
| AlphaCore Capital LLC | 47,432 | $1.57M | 0.61% | +5,231+12.4% | Added |
| Smithfield Trust Co | 47,357 | $1.57M | 0.11% | −1,120−2.3% | Reduced |
| V Wealth Advisors LLC | 47,592 | $1.58M | 0.33% | +4,182+9.6% | Added |
| One Charles Private Wealth Services, LLC | 48,015 | $1.59M | 1.03% | +363+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 48,636 | $1.61M | 0.54% | −803−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 48,679 | $1.61M | 0.13% | +7,777+19.0% | Added |
| Skylands Capital, LLC | 48,800 | $1.62M | 0.26% | +33,800+225.3% | Added |
| Claro Advisors LLC | 48,801 | $1.62M | 0.53% | +4,453+10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 48,867 | $1.62M | 0.29% | −324−0.7% | Reduced |
| Sentry Investment Management LLC | 48,923 | $1.62M | 0.71% | −1,730−3.4% | Reduced |
| Buckingham Strategic Partners | 48,946 | $1.62M | 0.13% | −54,906−52.9% | Reduced |
| Congress Park Capital LLC | 49,095 | $1.63M | 1.03% | +5,675+13.1% | Added |
| Spears Abacus Advisors LLC | 49,224 | $1.63M | 0.16% | +300+0.6% | Added |
| Resurgent Financial Advisors LLC | 49,379 | $1.64M | 0.87% | +1,072+2.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 49,424 | $1.64M | 0.20% | +5,836+13.4% | Added |
| Westover Capital Advisors, LLC | 49,876 | $1.65M | 0.65% | −2,017−3.9% | Reduced |
| Cito Capital Group, LLC | 49,870 | $1.65M | 0.91% | −1,250−2.4% | Reduced |
| Lindbrook Capital, LLC | 49,932 | $1.65M | 0.20% | +3,476+7.5% | Added |
| Odey Asset Management Group Ltd | 50,000 | $1.66M | 0.50% | +50,000 | New |
| Visionary Wealth Advisors | 50,074 | $1.66M | 0.15% | +4,399+9.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 50,125 | $1.66M | 1.21% | −1,120−2.2% | Reduced |
| Mendel Money Management | 50,311 | $1.67M | 0.95% | −6,074−10.8% | Reduced |
| Symmetry Partners, LLC | 50,372 | $1.67M | 0.10% | −1,063−2.1% | Reduced |
| Am Investment Strategies LLC | 50,597 | $1.68M | 0.60% | −4,205−7.7% | Reduced |
| DFPG Investments, LLC | 49,055 | $1.69M | 0.28% | +49,055 | New |
| Sierra Capital LLC | 51,045 | $1.69M | 0.29% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 51,262 | $1.70M | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 51,310 | $1.70M | 0.45% | −2,399−4.5% | Reduced |
| Columbia Trust Co 01012016 | 51,326 | $1.70M | 0.95% | −12,085−19.1% | Reduced |
| Shufro Rose & Co LLC | 51,335 | $1.70M | 0.14% | −614−1.2% | Reduced |
| Stonnington Group, LLC | 50,178 | $1.71M | 0.47% | +140+0.3% | Added |
| Ascent Group, LLC | 51,741 | $1.71M | 0.20% | +1,065+2.1% | Added |
| Prosperity Consulting Group, LLC | 51,757 | $1.71M | 1.14% | +913+1.8% | Added |
| YorkBridge Wealth Partners, LLC | 51,804 | $1.72M | 0.44% | −687−1.3% | Reduced |
| Naviter Wealth, LLC | 49,676 | $1.72M | 0.47% | +10,062+25.4% | Added |
| MTM Investment Management, LLC | 51,853 | $1.72M | 0.89% | +10.0% | Added |
| Martin & Co Inc | 51,905 | $1.72M | 0.45% | +1,090+2.1% | Added |
| Prairiewood Capital, LLC | 51,946 | $1.72M | 1.26% | −54−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 52,410 | $1.74M | 0.15% | +10,000+23.6% | Added |
| Souders Financial Advisors | 52,411 | $1.74M | 0.40% | −4,048−7.2% | Reduced |
| First Business Financial Services, Inc. | 52,579 | $1.74M | 0.23% | +11,890+29.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 52,700 | $1.75M | 1.00% | +1,800+3.5% | Added |
| Mather Group, LLC. | 52,756 | $1.75M | 0.03% | +117+0.2% | Added |
| New Millennium Group LLC | 52,778 | $1.75M | 1.87% | −1,692−3.1% | Reduced |
| Shorepoint Capital Partners LLC | 52,779 | $1.75M | 0.49% | +1,635+3.2% | Added |
| NorthRock Partners, LLC | 52,910 | $1.75M | 0.20% | −3,750−6.6% | Reduced |
| Heritage Wealth Advisors | 53,040 | $1.76M | 0.10% | −2,315−4.2% | Reduced |
| Sepio Capital, LP | 53,068 | $1.76M | 0.15% | −3,817−6.7% | Reduced |
| Regal Investment Advisors LLC | 53,070 | $1.76M | 0.17% | −146−0.3% | Reduced |
| CMG Global Holdings, LLC | 53,105 | $1.76M | 1.67% | −14,077−21.0% | Reduced |
| Investors Asset Management of Georgia Inc | 53,193 | $1.76M | 0.92% | −2,514−4.5% | Reduced |
| Proequities, Inc. | 53,260 | $1.76M | 0.14% | +1,564+3.0% | Added |
| Alpha DNA Investment Management LLC | 53,268 | $1.76M | 0.94% | +33,964+175.9% | Added |
| Exencial Wealth Advisors, LLC | 53,269 | $1.76M | 0.10% | +16,410+44.5% | Added |
| Capital Advisors Inc | 53,445 | $1.77M | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 51,642 | $1.78M | 0.92% | +40.0% | Added |
| BNC Wealth Management, LLC | 53,701 | $1.78M | 1.05% | +169+0.3% | Added |