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; 3,619 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
- 2,723
- +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
- 1,047 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 | 3,619 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 1,296 | $42.9K | 0.01% | +474+57.7% | Added |
| Kessler Investment Group, LLC | 1,300 | $43.0K | 0.05% | −331,349−99.6% | Reduced |
| Roble, Belko & Company, Inc | 1,291 | $43.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,300 | $43.1K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,310 | $43.4K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 1,329 | $44.0K | 0.05% | +1,329 | New |
| Aua Capital Management, LLC | 1,338 | $44.3K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,379 | $46.0K | 0.02% | +9+0.7% | Added |
| Kapitalo Investimentos Ltda | 1,442 | $47.8K | 0.04% | +1,442 | New |
| Oakmont Corp | 1,455 | $48.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,450 | $48.0K | 0.03% | +359+32.9% | Added |
| Schubert & Co | 1,463 | $48.5K | 0.04% | +19+1.3% | Added |
| GoalVest Advisory LLC | 1,474 | $48.8K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,500 | $49.7K | 0.00% | −4,000−72.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,500 | $50.0K | 0.44% | +570+61.3% | Added |
| Horizons Wealth Management | 1,561 | $52.0K | 0.04% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 1,600 | $53.0K | 0.04% | −2,000−55.6% | Reduced |
| Front Row Advisors LLC | 1,599 | $53.0K | 0.03% | +147+10.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,624 | $53.8K | 0.03% | +1,624 | New |
| Atlantic Trust, LLC | 1,666 | $55.0K | 0.02% | +2+0.1% | Added |
| Rocky Mountain Advisers, LLC | 1,815 | $60.0K | 0.03% | +584+47.4% | Added |
| Dividend Assets Capital, LLC | 1,879 | $62.0K | 0.01% | −197−9.5% | Reduced |
| FNY Investment Advisers, LLC | 1,884 | $62.0K | 0.09% | +1,564+488.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,916 | $63.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,903 | $63.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,909 | $63.2K | 0.01% | +316+19.8% | Added |
| Hanson & Doremus Investment Management | 1,947 | $64.0K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,920 | $64.0K | 0.07% | +1,920 | New |
| Bell Investment Advisors, Inc | 1,958 | $64.8K | 0.02% | −288−12.8% | Reduced |
| Center for Financial Planning, Inc. | 1,960 | $64.9K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,002 | $66.3K | 0.02% | −752−27.3% | Reduced |
| Barrett & Company, Inc. | 20,226 | $66.9K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 2,021 | $66.9K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 2,031 | $67.0K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 2,280 | $68.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,079 | $69.1K | 0.03% | +2,079 | New |
| Bay Harbor Wealth Management, LLC | 2,103 | $70.0K | 0.03% | −8−0.4% | Reduced |
| First Financial Corp | 2,120 | $70.2K | 0.04% | +382+22.0% | Added |
| Pittenger & Anderson Inc | 2,120 | $70.2K | 0.00% | −250−10.5% | Reduced |
| Core Alternative Capital | 2,153 | $71.3K | 0.01% | −1,455−40.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 2,197 | $72.8K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,237 | $74.1K | 0.06% | −2,728−54.9% | Reduced |
| Capital Advisors, Ltd. LLC | 6,398 | $75.0K | 0.01% | +4,898+326.5% | Added |
| Wellington Shields & Co., LLC | 2,298 | $76.1K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,319 | $76.8K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,385 | $79.0K | 0.01% | −560−19.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,396 | $79.0K | 0.07% | +2+0.1% | Added |
| Western Pacific Wealth Management, LP | 2,482 | $82.2K | 0.07% | +964+63.5% | Added |
| MinichMacGregor Wealth Management, LLC | 2,493 | $82.6K | 0.03% | +2,493 | New |
| United Community Bank | 2,507 | $83.0K | 0.08% | +30+1.2% | Added |
| JJJ Advisors Inc. | 2,438 | $84.0K | 0.02% | +276+12.8% | Added |
| HBC Financial Services, PLLC | 2,498 | $85.0K | 0.07% | −2,000−44.5% | Reduced |
| Semmax Financial Advisors Inc. | 2,455 | $85.0K | 0.03% | +392+19.0% | Added |
| Compass Wealth Management LLC | 2,570 | $85.1K | 0.03% | +2,570 | New |
| Norwood Financial Corp | 2,647 | $87.6K | 0.14% | −25−0.9% | Reduced |
| Acima Private Wealth, LLC | 2,697 | $89.3K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,701 | $89.5K | 0.04% | +129+5.0% | Added |
| Ellevest, Inc. | 2,734 | $90.5K | 0.01% | −6,195−69.4% | Reduced |
| Paragon Wealth Strategies, LLC | 2,821 | $93.4K | 0.11% | +13+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,861 | $94.0K | 0.14% | +255+9.8% | Added |
| RE Dickinson Investment Advisors, LLC | 2,845 | $94.0K | 0.04% | +1,725+154.0% | Added |
| Costello Asset Management, INC | 2,839 | $94.0K | 0.08% | +20+0.7% | Added |
| Baldrige Asset Management LLC | 2,857 | $95.0K | 0.04% | +319+12.6% | Added |
| Bogart Wealth, LLC | 2,939 | $97.3K | 0.01% | −111−3.6% | Reduced |
| Ruedi Wealth Management, Inc. | 2,976 | $98.6K | 0.07% | +2,976 | New |
| Motco | 2,995 | $99.2K | 0.01% | −193−6.1% | Reduced |
| Central Bank & Trust Co | 3,034 | $100.4K | 0.02% | +208+7.4% | Added |
| MBM Wealth Consultants, LLC | 3,006 | $101.0K | 0.05% | −1,260−29.5% | Reduced |
| Dougherty Wealth Advisers LLC | 3,055 | $101.2K | 0.17% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,075 | $101.8K | 0.02% | −600−16.3% | Reduced |
| New England Capital Financial Advisors LLC | 3,151 | $106.7K | 0.08% | +3,151 | New |
| Riggs Asset Managment Co. Inc. | 3,232 | $107.0K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,300 | $109.3K | 0.06% | −1,000−23.3% | Reduced |
| MB, Levis & Associates, LLC | 3,356 | $111.2K | 0.09% | +3,356 | New |
| Adalta Capital Management LLC | 3,512 | $116.0K | 0.08% | 00.0% | Unchanged |
| Trust Co | 3,535 | $117.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 3,550 | $117.6K | 0.05% | +400+12.7% | Added |
| Financial Connections Group, Inc. | 3,616 | $119.0K | 0.09% | +503+16.2% | Added |
| Lee Financial Co | 3,737 | $123.8K | 0.02% | +314+9.2% | Added |
| RWM Asset Management, LLC | 3,976 | $131.7K | 0.03% | +1,017+34.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,015 | $133.0K | 0.04% | −939−19.0% | Reduced |
| Operose Advisors LLC | 4,064 | $134.6K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,161 | $137.8K | 0.04% | −921−18.1% | Reduced |
| Retirement Group, LLC | 4,171 | $138.0K | 0.07% | +2,577+161.7% | Added |
| Tucker Asset Management LLC | 4,239 | $140.5K | 0.05% | +812+23.7% | Added |
| Logan Capital Management Inc | 4,258 | $141.0K | 0.01% | +30+0.7% | Added |
| TFC Financial Management | 4,297 | $142.3K | 0.04% | −156−3.5% | Reduced |
| Tradition Wealth Management, LLC | 4,354 | $144.0K | 0.02% | −19−0.4% | Reduced |
| West Oak Capital, LLC | 4,385 | $145.0K | 0.08% | −1,300−22.9% | Reduced |
| Riverview Trust Co | 4,398 | $146.0K | 0.14% | −2,893−39.7% | Reduced |
| Kelly Financial Services LLC | 4,603 | $152.5K | 0.08% | +26+0.6% | Added |
| Founders Capital Management | 4,658 | $154.0K | 0.12% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,661 | $154.4K | 0.10% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,791 | $158.7K | 0.09% | −170−3.4% | Reduced |
| St Germain D J Co Inc | 16,782 | $158.7K | 0.05% | +4,744+39.4% | Added |
| Stuart Chaussee & Associates, Inc. | 4,937 | $163.5K | 0.06% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,944 | $165.7K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5,027 | $166.5K | 0.05% | +1,200+31.4% | Added |
| Steward Financial Group LLC | 5,205 | $172.0K | 0.09% | +5,205 | New |
| Harvest Fund Management Co., Ltd | 5,248 | $174.0K | 0.04% | −8,682−62.3% | Reduced |