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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 6,925 | $230.0K | 0.03% | +415+6.4% | Added |
| Larson Financial Group LLC | 6,948 | $230.1K | 0.03% | −1,088−13.5% | Reduced |
| Okabena Investment Services Inc | 6,965 | $230.7K | 0.17% | −4,435−38.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,966 | $230.7K | 0.11% | +6,966 | New |
| Lorne Steinberg Wealth Management Inc. | 6,977 | $231.1K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6,978 | $231.1K | 0.02% | +6,978 | New |
| Bank Hapoalim BM | 7,001 | $232.0K | 0.03% | −65−0.9% | Reduced |
| Compass Financial Advisors LLC | 7,006 | $232.0K | 0.31% | −26−0.4% | Reduced |
| Hummer Financial Advisory Services Inc | 7,017 | $232.4K | 0.26% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 7,035 | $233.0K | 0.85% | +10+0.1% | Added |
| Ballast Advisors LLC | 7,046 | $233.4K | 0.10% | −606−7.9% | Reduced |
| TSFG, LLC | 7,062 | $234.0K | 0.09% | +16+0.2% | Added |
| Widmann Financial Services, Inc. | 7,099 | $235.1K | 0.25% | +20.0% | Added |
| Capstone Triton Financial Group, LLC | 7,111 | $235.5K | 0.19% | +7,111 | New |
| Douglass Winthrop Advisors, LLC | 7,140 | $236.0K | 0.01% | −3,200−30.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,165 | $237.3K | 0.02% | −6,506−47.6% | Reduced |
| Private Management Group Inc | 7,180 | $237.8K | 0.01% | +83+1.2% | Added |
| Willow Creek Wealth Management Inc. | 7,189 | $238.0K | 0.04% | +242+3.5% | Added |
| Beta Wealth Group, Inc. | 7,200 | $238.5K | 0.16% | +200+2.9% | Added |
| Fermata Advisors, LLC | 7,207 | $238.7K | 0.07% | −377−5.0% | Reduced |
| Independent Family Office, LLC | 7,219 | $239.1K | 0.14% | −1,250−14.8% | Reduced |
| Planned Solutions, Inc. | 7,237 | $239.7K | 0.18% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,294 | $241.6K | 0.29% | +7,294 | New |
| Navis Wealth Advisors, LLC | 7,317 | $242.3K | 0.34% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 7,324 | $242.6K | 0.12% | +7,324 | New |
| Ackerman Capital Advisors, LLC | 7,333 | $242.9K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 7,357 | $243.7K | 0.11% | −1,351−15.5% | Reduced |
| JFS Wealth Advisors, LLC | 7,374 | $244.2K | 0.02% | −278−3.6% | Reduced |
| Matrix Private Capital Group LLC | 7,378 | $244.4K | 0.16% | −391−5.0% | Reduced |
| SFMG, LLC | 7,385 | $244.6K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 7,373 | $245.0K | 0.06% | −1,500−16.9% | Reduced |
| Sharper & Granite LLC | 7,416 | $245.6K | 0.16% | +7,416 | New |
| Ted Buchan & Co | 7,418 | $245.7K | 0.23% | +7,418 | New |
| Dumont & Blake Investment Advisors LLC | 7,413 | $246.0K | 0.09% | +142+2.0% | Added |
| Wells Trecaso Financial Group, LLC | 7,442 | $246.5K | 0.12% | +6+0.1% | Added |
| King Wealth | 7,466 | $247.0K | 0.06% | −8,000−51.7% | Reduced |
| Vishria Bird Financial Group, LLC | 7,473 | $247.0K | 0.17% | 00.0% | Unchanged |
| Norway Savings Bank | 7,464 | $247.2K | 0.13% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 7,470 | $247.4K | 0.01% | −17,779−70.4% | Reduced |
| Heck Capital Advisors, LLC | 7,471 | $247.4K | 0.05% | +113+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 7,487 | $248.0K | 0.22% | +7,487 | New |
| Bull Street Advisors, LLC | 7,487 | $248.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 7,492 | $248.0K | 0.16% | +7,492 | New |
| Acute Investment Advisory, LLC | 7,498 | $248.3K | 0.17% | +7,498 | New |
| Evolution Capital Management LLC | 7,500 | $248.4K | 0.86% | +7,500 | New |
| Staley Capital Advisers Inc | 7,542 | $250.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 7,555 | $250.2K | 0.17% | +7,555 | New |
| Hoxton Planning & Management, LLC | 7,556 | $250.3K | 0.13% | +7,556 | New |
| Ifrah Financial Services, Inc. | 7,567 | $250.6K | 0.08% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,567 | $250.6K | 0.14% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $251.0K | 0.12% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 7,590 | $251.4K | 0.06% | −2,314−23.4% | Reduced |
| First Capital Advisors Group, LLC. | 7,601 | $251.8K | 0.17% | +97+1.3% | Added |
| Indie Asset Partners, LLC | 7,606 | $251.9K | 0.28% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 7,611 | $252.1K | 0.17% | −1,100−12.6% | Reduced |
| Weaver Consulting Group | 7,630 | $252.7K | 0.13% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 7,654 | $253.5K | 0.35% | +26+0.3% | Added |
| Morling Financial Advisors, LLC | 7,665 | $253.9K | 0.32% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7,657 | $254.0K | 0.12% | +10.0% | Added |
| Almanack Investment Partners, LLC. | 7,671 | $254.1K | 0.05% | −2,013−20.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,700 | $255.0K | 0.29% | −200−2.5% | Reduced |
| Johnson Financial Group, Inc. | 7,705 | $255.2K | 0.02% | −350−4.3% | Reduced |
| Resonant Capital Advisors, LLC | 7,710 | $255.4K | 0.03% | −1,443−15.8% | Reduced |
| Collective Family Office LLC | 7,724 | $255.8K | 0.11% | −157−2.0% | Reduced |
| BCS Wealth Management | 7,767 | $257.0K | 0.11% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 7,770 | $257.3K | 0.11% | +29+0.4% | Added |
| Hardy Reed LLC | 7,780 | $257.7K | 0.05% | 00.0% | Unchanged |
| DDFG, Inc | 7,781 | $257.7K | 0.11% | +7,781 | New |
| Well Done, LLC | 7,804 | $258.4K | 0.06% | −92−1.2% | Reduced |
| Nelson Capital Management, LLC | 7,802 | $258.4K | 0.08% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 7,822 | $259.1K | 0.09% | +10.0% | Added |
| Oak Harvest Investment Services | 7,846 | $259.9K | 0.07% | −244−3.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,864 | $260.5K | 0.01% | +7,864 | New |
| HFG Advisors, Inc. | 7,880 | $261.0K | 0.31% | −1,000−11.3% | Reduced |
| Bridgeworth, LLC | 7,881 | $261.0K | 0.04% | +16+0.2% | Added |
| Pflug Koory, LLC | 7,910 | $262.0K | 0.15% | −100−1.2% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $262.0K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,944 | $263.1K | 0.03% | −797−9.1% | Reduced |
| First Nebraska Trust Co | 7,954 | $263.4K | 0.03% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 7,956 | $263.5K | 0.10% | +7,956 | New |
| Redhawk Wealth Advisors, Inc. | 7,965 | $263.8K | 0.10% | +7,965 | New |
| Tompkins Financial Corp | 7,974 | $264.0K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 8,000 | $265.0K | 0.22% | +8,000 | New |
| Marshall Financial Group Inc | 8,021 | $265.7K | 0.11% | +54+0.7% | Added |
| Sterneck Capital Management, LLC | 8,027 | $265.9K | 0.18% | +20.0% | Added |
| Auxano Advisors, LLC | 8,029 | $265.9K | 0.12% | +11+0.1% | Added |
| Grandfield & Dodd, LLC | 8,031 | $266.0K | 0.02% | −344−4.1% | Reduced |
| United Bank | 8,056 | $266.8K | 0.04% | +30+0.4% | Added |
| KWB Wealth | 8,082 | $267.7K | 0.05% | −4,441−35.5% | Reduced |
| Vista Capital Partners, Inc. | 8,091 | $268.0K | 0.04% | +600+8.0% | Added |
| Laird Norton Trust Company, LLC | 8,098 | $268.2K | 0.04% | +8,098 | New |
| Marotta Asset Management | 8,105 | $268.4K | 0.06% | −50−0.6% | Reduced |
| Canton Hathaway, LLC | 8,109 | $269.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 8,126 | $269.0K | 0.07% | +623+8.3% | Added |
| CoreFirst Bank & Trust | 8,143 | $269.7K | 0.20% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 8,159 | $270.2K | 0.14% | +8,159 | New |
| West Michigan Advisors, LLC | 8,185 | $271.1K | 0.20% | +73+0.9% | Added |
| Bay Rivers Group | 8,186 | $271.1K | 0.27% | +300+3.8% | Added |
| Lowell Blake & Associates Inc. | 8,235 | $272.7K | 0.09% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,251 | $273.0K | 0.33% | −434−5.0% | Reduced |