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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 65,490 | $2.17M | 0.12% | 00.0% | Unchanged |
| Qtron Investments LLC | 65,924 | $2.18M | 0.46% | −2,645−3.9% | Reduced |
| Connolly Sarah T. | 66,474 | $2.20M | 1.50% | +379+0.6% | Added |
| Compton Wealth Advisory Group, LLC | 66,759 | $2.21M | 0.86% | −4,015−5.7% | Reduced |
| ARGI Investment Services, LLC | 67,162 | $2.22M | 0.07% | +6,912+11.5% | Added |
| Eagle Capital Management LLC | 67,150 | $2.22M | 0.01% | −10,550−13.6% | Reduced |
| Charter Research & Investment Group, Inc. | 67,202 | $2.23M | 2.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 67,459 | $2.23M | 0.32% | +51,939+334.7% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $2.24M | 0.11% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 67,737 | $2.24M | 1.89% | −814−1.2% | Reduced |
| Wunderlich Capital Managemnt | 67,810 | $2.25M | 1.25% | +1,766+2.7% | Added |
| Viawealth, LLC | 66,334 | $2.25M | 1.85% | +66,334 | New |
| Hennion & Walsh Asset Management, Inc. | 68,082 | $2.25M | 0.14% | +20,880+44.2% | Added |
| Hiddenite Capital Partners LP | 68,100 | $2.26M | 2.89% | +14,500+27.1% | Added |
| Raab & Moskowitz Asset Management LLC | 68,710 | $2.28M | 0.86% | −1,639−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 69,031 | $2.29M | 0.08% | +6,393+10.2% | Added |
| Neville Rodie & Shaw Inc | 69,076 | $2.29M | 0.21% | −1,065−1.5% | Reduced |
| Holderness Investments Co | 69,151 | $2.29M | 0.99% | +929+1.4% | Added |
| Nwam LLC | 69,225 | $2.29M | 0.20% | +5,200+8.1% | Added |
| Edge Wealth Management LLC | 69,789 | $2.30M | 0.53% | −6,204−8.2% | Reduced |
| Financial Advisory Service, Inc. | 69,892 | $2.31M | 0.26% | +222+0.3% | Added |
| Alaska Permanent Fund Corp | 69,900 | $2.31M | 0.04% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 70,000 | $2.32M | 0.73% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 70,158 | $2.32M | 0.22% | +70,158 | New |
| Tower Bridge Advisors | 70,517 | $2.34M | 0.19% | −400−0.6% | Reduced |
| Atom Investors LP | 70,583 | $2.34M | 1.17% | −67,376−48.8% | Reduced |
| Royal Harbor Partners, LLC | 70,649 | $2.34M | 1.45% | −4,475−6.0% | Reduced |
| Exchange Capital Management, Inc. | 70,939 | $2.35M | 0.52% | +455+0.6% | Added |
| Abbrea Capital, LLC | 71,046 | $2.35M | 0.42% | −3,295−4.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 71,218 | $2.36M | 1.30% | +71,218 | New |
| Studio Investment Management LLC | 71,260 | $2.36M | 0.77% | −1,140−1.6% | Reduced |
| Legato Capital Management LLC | 71,276 | $2.36M | 0.45% | +71,276 | New |
| Old West Investment Management, LLC | 71,334 | $2.36M | 1.48% | 00.0% | Unchanged |
| Graypoint LLC | 71,528 | $2.37M | 0.28% | −258−0.4% | Reduced |
| Carson Advisory Inc. | 71,868 | $2.38M | 2.28% | +1,234+1.7% | Added |
| Gladstone Institutional Advisory LLC | 71,912 | $2.38M | 0.17% | −73,626−50.6% | Reduced |
| Mutual Advisors, LLC | 72,059 | $2.39M | 0.11% | +7,014+10.8% | Added |
| Seven Eight Capital, LP | 72,097 | $2.39M | 0.62% | −16,024−18.2% | Reduced |
| Cohen Investment Advisors LLC | 72,453 | $2.40M | 2.00% | +792+1.1% | Added |
| Carolinas Wealth Consulting LLC | 72,705 | $2.41M | 0.54% | −49,699−40.6% | Reduced |
| Quantinno Capital Management LP | 72,829 | $2.41M | 0.18% | −19,855−21.4% | Reduced |
| Aull & Monroe Investment Management Corp | 73,140 | $2.42M | 1.21% | −1,411−1.9% | Reduced |
| Smith, Salley & Associates | 73,159 | $2.42M | 0.21% | +1,511+2.1% | Added |
| Trifecta Capital Advisors, LLC | 73,234 | $2.43M | 0.97% | +73,234 | New |
| 9258 Wealth Management, LLC | 73,359 | $2.43M | 0.53% | +6,551+9.8% | Added |
| Private Wealth Partners, LLC | 73,436 | $2.43M | 0.28% | −1,453−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 73,778 | $2.44M | 0.25% | −698−0.9% | Reduced |
| Mystic Asset Management, Inc. | 73,810 | $2.44M | 1.39% | +1,033+1.4% | Added |
| BDO Wealth Advisors, LLC | 73,837 | $2.45M | 0.30% | −434−0.6% | Reduced |
| K.J. Harrison & Partners Inc | 54,540 | $2.45M | 0.48% | +15,966+41.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.45M | 1.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 74,357 | $2.46M | 0.15% | −591−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 74,559 | $2.47M | 0.64% | −374−0.5% | Reduced |
| Peddock Capital Advisors, LLC | 75,384 | $2.50M | 0.97% | +10,126+15.5% | Added |
| Trustcore Financial Services, LLC | 75,398 | $2.50M | 0.22% | +122+0.2% | Added |
| Brookstone Capital Management | 72,642 | $2.50M | 0.05% | +8,195+12.7% | Added |
| Duff & Phelps Investment Management Co | 75,913 | $2.51M | 0.03% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 76,226 | $2.52M | 1.13% | +403+0.5% | Added |
| Stock Yards Bank & Trust Co | 76,493 | $2.53M | 0.10% | +5,070+7.1% | Added |
| Schechter Investment Advisors, LLC | 76,558 | $2.54M | 0.23% | +6,127+8.7% | Added |
| Fund Management at Engine No. 1 LLC | 76,835 | $2.54M | 0.62% | +9,618+14.3% | Added |
| Brighton Jones LLC | 77,193 | $2.56M | 0.15% | +964+1.3% | Added |
| Independent Financial Group, LLC | 77,438 | $2.56M | 0.22% | +5,110+7.1% | Added |
| Institute for Wealth Management, LLC. | 77,451 | $2.57M | 0.55% | −5,604−6.7% | Reduced |
| Creative Financial Designs Inc | 77,615 | $2.57M | 0.38% | −7,183−8.5% | Reduced |
| Global Retirement Partners, LLC | 77,868 | $2.58M | 0.18% | +5,975+8.3% | Added |
| Dorsey & Whitney Trust CO LLC | 77,984 | $2.58M | 0.25% | +1,195+1.6% | Added |
| Comerica Securities,inc. | 78,410 | $2.60M | 0.19% | −6,537−7.7% | Reduced |
| Massachusetts Wealth Management | 73,202 | $2.60M | 2.51% | +73,202 | New |
| SeaBridge Investment Advisors LLC | 78,648 | $2.60M | 0.93% | +2,477+3.3% | Added |
| Heritage Trust Co | 78,662 | $2.61M | 0.42% | +15,545+24.6% | Added |
| Cullinan Associates Inc | 78,761 | $2.61M | 0.14% | −37,614−32.3% | Reduced |
| Parcion Private Wealth LLC | 78,867 | $2.61M | 0.28% | 00.0% | Unchanged |
| Welch Group, LLC | 79,028 | $2.62M | 0.15% | +784+1.0% | Added |
| Cobblestone Capital Advisors LLC | 79,082 | $2.62M | 0.20% | −8,180−9.4% | Reduced |
| Cipher Capital LP | 79,256 | $2.62M | 0.50% | +79,256 | New |
| Davis Investment Partners, LLC | 73,747 | $2.63M | 1.33% | +73,747 | New |
| World Equity Group, Inc. | 79,591 | $2.64M | 0.63% | +378+0.5% | Added |
| Nixon Peabody Trust Co | 79,680 | $2.64M | 2.14% | −1,792−2.2% | Reduced |
| Consolidated Capital Management, LLC | 79,721 | $2.64M | 1.58% | −924−1.1% | Reduced |
| Merit Financial Group, LLC | 79,957 | $2.65M | 0.10% | +22,420+39.0% | Added |
| Resolute Capital Asset Partners LLC | 80,000 | $2.65M | 2.37% | +80,000 | New |
| TRUE Private Wealth Advisors | 80,077 | $2.65M | 0.41% | −13,881−14.8% | Reduced |
| Sit Investment Associates Inc | 80,195 | $2.66M | 0.07% | −12,216−13.2% | Reduced |
| Trust Asset Management LLC | 80,316 | $2.66M | 0.33% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 80,352 | $2.66M | 0.07% | +24,682+44.3% | Added |
| Lakewood Asset Management LLC | 80,432 | $2.66M | 2.15% | +80,432 | New |
| B.O.S.S. Retirement Advisors, LLC | 80,525 | $2.67M | 0.68% | +80,525 | New |
| Grove Bank & Trust | 80,630 | $2.67M | 0.59% | −3,961−4.7% | Reduced |
| Brookmont Capital Management | 80,839 | $2.68M | 1.64% | −2,671−3.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 81,096 | $2.69M | 0.10% | +81,096 | New |
| Formidable Asset Management, LLC | 81,168 | $2.69M | 0.61% | −1,587−1.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 81,221 | $2.69M | 0.16% | +81,221 | New |
| EJF Capital LLC | 81,200 | $2.69M | 0.84% | +81,200 | New |
| Next Century Growth Investors LLC | 81,921 | $2.71M | 0.33% | −15,973−16.3% | Reduced |
| Sutton Wealth Advisors Inc. | 82,383 | $2.73M | 1.04% | +1,311+1.6% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 82,772 | $2.74M | 2.11% | +82,772 | New |
| Plimoth Trust Co LLC | 82,856 | $2.74M | 0.88% | +5,432+7.0% | Added |
| Ameritas Advisory Services, LLC | 82,952 | $2.75M | 0.13% | +9,263+12.6% | Added |
| Centaurus Financial, Inc. | 82,996 | $2.75M | 0.26% | +14,590+21.3% | Added |