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
- 2,723
- +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 | 3,620 | $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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 5,244 | $174.0K | 0.10% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 5,295 | $175.4K | 4.73% | +37+0.7% | Added |
| Old Second National Bank of Aurora | 5,328 | $176.5K | 0.05% | +186+3.6% | Added |
| Seldon Capital LP | 5,502 | $182.2K | 0.16% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 5,582 | $184.9K | 0.12% | +5,582 | New |
| Sound Income Strategies, LLC | 5,583 | $184.9K | 0.02% | +790+16.5% | Added |
| Plante Moran Financial Advisors, LLC | 5,632 | $186.5K | 0.03% | −1,243−18.1% | Reduced |
| Slocum, Gordon & Co LLP | 5,661 | $187.5K | 0.12% | +5,661 | New |
| Cary Street Partners Asset Management LLC | 5,663 | $187.6K | 0.04% | −102−1.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,755 | $190.6K | 0.02% | −4,000−41.0% | Reduced |
| PSI Advisors, LLC | 5,801 | $192.1K | 0.10% | +105+1.8% | Added |
| Washington Trust Advisors, Inc. | 5,886 | $194.9K | 0.02% | −4,372−42.6% | Reduced |
| Centiva Capital, LP | 5,915 | $195.9K | 0.02% | −4,741−44.5% | Reduced |
| One Wealth Advisors, LLC | 5,975 | $197.9K | 0.05% | −3,593−37.6% | Reduced |
| Fortis Advisors, LLC | 6,000 | $198.7K | 0.15% | 00.0% | Unchanged |
| Covestor Ltd | 5,990 | $199.0K | 0.16% | +5,990 | New |
| Capital Performance Advisors LLP | 6,058 | $200.6K | 0.12% | +6,058 | New |
| Avenue 1 Advisors, LLC | 6,060 | $200.7K | 0.12% | +6,060 | New |
| WP Advisors, LLC | 6,069 | $201.0K | 0.09% | +6,069 | New |
| PRW Wealth Management LLC | 6,073 | $201.1K | 0.09% | +6,073 | New |
| Southern Capital Advisors, LLC | 6,079 | $201.3K | 0.16% | +6,079 | New |
| Burt Wealth Advisors | 6,087 | $201.6K | 0.07% | +6,087 | New |
| Garde Capital, Inc. | 6,102 | $202.0K | 0.02% | +783+14.7% | Added |
| Sandy Cove Advisors, LLC | 6,100 | $202.0K | 0.16% | +6,100 | New |
| Ahl Investment Management, Inc. | 6,121 | $202.7K | 0.19% | +6,121 | New |
| Phocas Financial Corp. | 6,140 | $203.4K | 0.03% | +6,140 | New |
| XR Securities LLC | 6,152 | $203.8K | 0.24% | +6,152 | New |
| Morse Asset Management, Inc | 6,150 | $204.0K | 0.07% | −750−10.9% | Reduced |
| QCM Cayman, Ltd. | 6,165 | $204.2K | 3.14% | −3,218−34.3% | Reduced |
| Riversedge Advisors, LLC | 6,168 | $204.3K | 0.07% | −5,243−45.9% | Reduced |
| Financial Perspectives, Inc | 6,175 | $204.5K | 0.10% | −2,398−28.0% | Reduced |
| Nottingham Advisors, Inc. | 6,180 | $204.7K | 0.03% | +6,180 | New |
| Mountain Capital Investment Advisors, Inc | 6,005 | $204.9K | 0.09% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 6,199 | $205.3K | 0.20% | +6,199 | New |
| Y.D. More Investments Ltd | 6,205 | $205.6K | 0.06% | +6,205 | New |
| Park Edge Advisors, LLC | 6,215 | $205.8K | 0.09% | +6,215 | New |
| KC Investment Advisors, LLC | 6,212 | $206.0K | 0.19% | −944−13.2% | Reduced |
| Penserra Capital Management LLC | 6,247 | $206.0K | 0.00% | −777−11.1% | Reduced |
| Intergy Private Wealth, LLC | 6,229 | $206.3K | 0.13% | +6,229 | New |
| DDD Partners, LLC | 6,240 | $206.7K | 0.03% | −4,409−41.4% | Reduced |
| Atlas Wealth LLC | 6,241 | $206.7K | 0.06% | +6,241 | New |
| Gray Wealth Management Inc. | 6,245 | $206.8K | 0.12% | −1,989−24.2% | Reduced |
| Southland Equity Partners LLC | 6,255 | $207.2K | 0.08% | +6,255 | New |
| LGL Partners, LLC | 6,282 | $208.0K | 0.04% | −580−8.5% | Reduced |
| Versant Capital Management, Inc | 6,285 | $208.2K | 0.08% | −530−7.8% | Reduced |
| Rain Capital Management, LLC | 6,297 | $208.6K | 0.16% | +6,297 | New |
| Wellspring Financial Advisors, LLC | 6,300 | $208.6K | 0.07% | +6,300 | New |
| Cooper Financial Group | 6,306 | $208.9K | 0.06% | +6,306 | New |
| Powell Investment Advisors, LLC | 6,326 | $209.5K | 0.12% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 6,332 | $209.7K | 0.07% | +6,332 | New |
| Mattern Wealth Management LLC | 6,336 | $209.8K | 0.08% | +6,336 | New |
| Professional Advisory Services Inc | 6,342 | $210.0K | 0.03% | +6,342 | New |
| McDaniel Terry & Co | 6,342 | $210.0K | 0.02% | +6,342 | New |
| Corton Capital Inc. | 6,350 | $210.3K | 0.17% | +6,350 | New |
| Hengehold Capital Management LLC | 6,355 | $210.5K | 0.03% | +6,355 | New |
| Meridian Wealth Partners, LLC | 6,356 | $210.5K | 0.05% | +6,356 | New |
| Planning Center, Inc. | 6,366 | $210.8K | 0.06% | +6,366 | New |
| Jackson Square Capital, LLC | 6,379 | $211.3K | 0.10% | +6,379 | New |
| Scott Capital Advisors, LLC | 6,382 | $211.4K | 0.12% | +6,382 | New |
| West Chester Capital Advisors, Inc | 6,430 | $213.0K | 0.42% | +6,430 | New |
| Peak Asset Management, LLC | 6,430 | $213.0K | 0.06% | +6,430 | New |
| Affinity Wealth Management LLC | 6,452 | $213.7K | 0.05% | −470−6.8% | Reduced |
| USAdvisors Wealth Management, LLC | 6,473 | $214.0K | 0.10% | +6,473 | New |
| Arcus Capital Partners, LLC | 6,471 | $214.3K | 0.09% | +6,471 | New |
| Chiron Capital Management, LLC | 6,477 | $214.5K | 0.15% | −660−9.2% | Reduced |
| American Money Management, LLC | 6,487 | $214.8K | 0.06% | +6,487 | New |
| Resource Planning Group | 6,491 | $215.0K | 0.17% | +6,491 | New |
| Aspire Wealth Management Corp | 6,491 | $215.0K | 0.19% | −827−11.3% | Reduced |
| Silver Oak Securities, Inc | 6,504 | $215.0K | 0.04% | −156−2.3% | Reduced |
| CIC Wealth, LLC | 6,496 | $215.1K | 0.09% | +6,496 | New |
| JCIC Asset Management Inc. | 6,520 | $216.0K | 0.11% | −80−1.2% | Reduced |
| Sandbox Financial Partners, LLC | 6,525 | $216.1K | 0.15% | +6,525 | New |
| Brio Consultants, LLC | 6,531 | $216.3K | 0.04% | −586−8.2% | Reduced |
| Saxon Interests, Inc. | 6,395 | $216.7K | 0.12% | +6+0.1% | Added |
| Gateway Wealth Partners, LLC | 6,551 | $217.0K | 0.04% | +6,551 | New |
| Opal Wealth Advisors, LLC | 6,561 | $217.3K | 0.12% | −198−2.9% | Reduced |
| StrategIQ Financial Group, LLC | 6,593 | $218.4K | 0.03% | +6,593 | New |
| Jackson, Grant Investment Advisers, Inc. | 6,630 | $219.6K | 0.11% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,641 | $219.9K | 0.06% | +6,641 | New |
| Future Financial Wealth Managment LLC | 6,672 | $221.0K | 0.25% | +11+0.2% | Added |
| Maltin Wealth Management, Inc. | 6,673 | $221.0K | 0.16% | −20,288−75.2% | Reduced |
| Raub Brock Capital Management LP | 6,700 | $221.9K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 6,691 | $222.0K | 0.02% | −76−1.1% | Reduced |
| Empirical Asset Management, LLC | 8,352 | $222.3K | 0.23% | +1,657+24.7% | Added |
| Crewe Advisors LLC | 6,718 | $222.5K | 0.04% | +320+5.0% | Added |
| S&T Bank | 6,733 | $223.0K | 0.04% | −420−5.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,759 | $223.9K | 0.08% | −1,200−15.1% | Reduced |
| Column Capital Advisors, LLC | 6,769 | $224.2K | 0.04% | −986−12.7% | Reduced |
| United Asset Strategies, Inc. | 6,776 | $224.4K | 0.03% | −986−12.7% | Reduced |
| Winslow Asset Management Inc | 6,780 | $225.0K | 0.05% | −52−0.8% | Reduced |
| Loomis Sayles & Co L P | 6,795 | $225.0K | 0.00% | +6,222+1,085.9% | Added |
| Abacus Wealth Partners, LLC | 6,810 | $225.6K | 0.08% | +100+1.5% | Added |
| Motive Wealth Advisors | 6,817 | $225.8K | 0.17% | +6,817 | New |
| Heartwood Wealth Advisors LLC | 6,830 | $226.2K | 0.04% | +6,830 | New |
| Diversified, LLC | 6,831 | $226.2K | 0.09% | +6,831 | New |
| Integral Investment Advisors, Inc. | 6,832 | $226.3K | 0.18% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,840 | $226.6K | 0.14% | +8+0.1% | Added |
| Private Wealth Advisors | 6,875 | $227.7K | 0.10% | −99−1.4% | Reduced |
| GenTrust, LLC | 6,895 | $228.3K | 0.02% | −4,350−38.7% | Reduced |
| WealthBridge Capital Management, LLC | 6,900 | $228.5K | 0.10% | 00.0% | Unchanged |