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 |
|---|---|---|---|---|---|
| Cascade Investment Group, Inc. | 8,256 | $273.4K | 0.28% | +8,256 | New |
| BlackDiamond Wealth Management Inc. | 8,030 | $274.0K | 0.31% | +214+2.7% | Added |
| Hall Laurie J Trustee | 8,257 | $274.0K | 0.12% | 00.0% | Unchanged |
| Verum Partners LLC | 8,274 | $274.0K | 0.34% | +8,274 | New |
| DT Investment Partners, LLC | 8,300 | $274.9K | 0.04% | 00.0% | Unchanged |
| Menard Financial Group LLC | 8,310 | $275.2K | 0.66% | −5,991−41.9% | Reduced |
| Bellevue Asset Management, LLC | 8,361 | $275.6K | 0.21% | −128−1.5% | Reduced |
| WoodTrust Financial Corp | 8,322 | $276.0K | 0.06% | −763−8.4% | Reduced |
| Tandem Investment Advisors, Inc. | 8,348 | $276.0K | 0.01% | +8,348 | New |
| Alterity Financial Group, LLC | 8,349 | $276.5K | 0.45% | −979−10.5% | Reduced |
| Segment Wealth Management, LLC | 8,358 | $276.8K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 8,378 | $277.5K | 0.05% | +321+4.0% | Added |
| ForthRight Wealth Management, LLC | 8,408 | $278.5K | 0.14% | +754+9.9% | Added |
| Smith Anglin Financial, LLC | 8,420 | $278.9K | 0.05% | −449−5.1% | Reduced |
| J. W. Coons Advisors, LLC | 8,421 | $278.9K | 0.08% | +960+12.9% | Added |
| Signature Estate & Investment Advisors LLC | 8,398 | $279.0K | 0.01% | −700−7.7% | Reduced |
| Jump Financial, LLC | 8,448 | $279.8K | 0.01% | −6,663−44.1% | Reduced |
| Executive Wealth Management, LLC | 8,449 | $279.8K | 0.03% | +8,201+3,306.9% | Added |
| RFP Financial Group LLC | 8,452 | $279.9K | 0.13% | +8,452 | New |
| Cooper/Haims Advisors, LLC | 8,526 | $282.0K | 0.20% | +44+0.5% | Added |
| BCJ Capital Management, LLC | 8,520 | $282.2K | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 8,522 | $282.2K | 0.05% | −125−1.4% | Reduced |
| Lodestar Private Asset Management LLC | 8,550 | $283.2K | 0.05% | +8,550 | New |
| Beese Fulmer Investment Management, Inc. | 8,567 | $283.7K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,586 | $284.4K | 0.09% | +8,586 | New |
| Pennsylvania Capital Management Inc | 8,285 | $284.8K | 0.15% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 8,608 | $285.1K | 0.20% | +1,525+21.5% | Added |
| Jackson Hole Capital Partners, LLC | 8,612 | $285.2K | 0.09% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 8,625 | $285.7K | 0.20% | −389−4.3% | Reduced |
| Mayfair Advisory Group, LLC | 8,499 | $288.0K | 0.37% | −745−8.1% | Reduced |
| Jag Capital Management, LLC | 8,705 | $288.3K | 0.04% | +8,705 | New |
| Ironwood Investment Counsel, LLC | 8,707 | $288.3K | 0.07% | +8,707 | New |
| Financial Advisors, LLC | 8,727 | $289.0K | 0.08% | −2,536−22.5% | Reduced |
| Ethos Financial Group, LLC | 8,736 | $289.3K | 0.10% | +8,736 | New |
| Keebeck Wealth Management, LLC | 8,745 | $289.6K | 0.05% | +242+2.8% | Added |
| Sonora Investment Management Group, LLC | 8,772 | $290.5K | 0.03% | −3,136−26.3% | Reduced |
| Vigilant Capital Management, LLC | 8,789 | $291.0K | 0.02% | −1,502−14.6% | Reduced |
| BerganKDV Wealth Management, LLC | 8,802 | $291.5K | 0.03% | −292−3.2% | Reduced |
| Narwhal Capital Management | 8,803 | $291.6K | 0.04% | +675+8.3% | Added |
| CFO4Life Group, LLC | 8,820 | $292.1K | 0.06% | +1,733+24.5% | Added |
| CFO4Life, L.P. | 8,820 | $292.1K | 0.06% | +8,820 | New |
| WSFS Capital Management, LLC | 8,840 | $292.8K | 0.03% | +8,840 | New |
| Quantum Financial Advisors, LLC | 8,848 | $293.0K | 0.13% | +98+1.1% | Added |
| Oak Asset Management, LLC | 8,860 | $293.4K | 0.13% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9,747 | $294.4K | 0.09% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 8,912 | $295.2K | 0.03% | +1,294+17.0% | Added |
| Delta Investment Management, LLC | 8,950 | $296.4K | 0.10% | +45+0.5% | Added |
| Sage Investment Advisers LLC | 8,952 | $296.5K | 0.42% | −1,538−14.7% | Reduced |
| Security Asset Management | 8,952 | $296.5K | 0.16% | +19+0.2% | Added |
| GW Henssler & Associates Ltd | 8,953 | $296.5K | 0.02% | +8,953 | New |
| Five Oceans Advisors | 8,956 | $296.6K | 0.21% | −403−4.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,968 | $297.1K | 0.12% | +8,968 | New |
| PDS Planning, Inc | 8,973 | $297.2K | 0.05% | −2,273−20.2% | Reduced |
| Tacita Capital Inc | 9,001 | $298.0K | 0.22% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 9,048 | $299.7K | 0.04% | +9,048 | New |
| Allred Capital Management, LLC | 9,083 | $300.8K | 0.17% | −51−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,743 | $300.8K | 0.12% | +8,743 | New |
| Smallwood Wealth Investment Management, LLC | 9,086 | $300.9K | 0.26% | +100+1.1% | Added |
| Colonial Trust Co | 9,098 | $301.3K | 0.08% | −1,000−9.9% | Reduced |
| Violich Capital Management, Inc. | 9,114 | $302.0K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 9,125 | $302.0K | 0.15% | 00.0% | Unchanged |
| Family Management Corp | 9,131 | $302.4K | 0.07% | +2,334+34.3% | Added |
| First United Bank Trust | 9,163 | $303.4K | 0.15% | −2,489−21.4% | Reduced |
| Vivaldi Capital Management, LLC | 8,956 | $303.5K | 0.08% | +184+2.1% | Added |
| Skba Capital Management LLC | 9,200 | $304.7K | 0.06% | 00.0% | Unchanged |
| Capital Square, LLC | 9,205 | $304.9K | 0.28% | −2,268−19.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 9,200 | $305.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9,214 | $305.2K | 0.10% | −3,958−30.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 9,237 | $305.9K | 0.03% | +15+0.2% | Added |
| US Financial Advisors, LLC | 9,238 | $306.0K | 0.15% | −3,960−30.0% | Reduced |
| New England Professional Planning Group Inc. | 9,239 | $306.0K | 0.17% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 9,246 | $306.2K | 0.42% | 00.0% | Unchanged |
| Lincoln Capital Corp | 9,248 | $306.3K | 0.19% | +9,248 | New |
| Certified Advisory Corp | 9,273 | $307.1K | 0.06% | −1,263−12.0% | Reduced |
| Nvest Financial, LLC | 9,301 | $308.1K | 0.39% | +459+5.2% | Added |
| Palisades Hudson Asset Management, L.P. | 9,332 | $309.0K | 0.17% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 9,340 | $309.3K | 0.27% | −200−2.1% | Reduced |
| Wagner Wealth Management, LLC | 9,370 | $310.3K | 0.19% | +351+3.9% | Added |
| Regent Peak Wealth Advisors LLC | 9,279 | $310.5K | 0.10% | +120+1.3% | Added |
| Destination Wealth Management | 9,384 | $310.8K | 0.01% | −1,204−11.4% | Reduced |
| Strategy Asset Managers LLC | 9,376 | $311.0K | 0.08% | +449+5.0% | Added |
| WFA of San Diego, LLC | 9,391 | $311.0K | 0.24% | −181−1.9% | Reduced |
| Options Solutions, LLC | 9,446 | $312.9K | 0.45% | +9,446 | New |
| West Bancorporation Inc | 9,454 | $313.1K | 0.23% | −841−8.2% | Reduced |
| Lokken Investment Group LLC | 9,456 | $313.2K | 0.25% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 9,470 | $313.6K | 0.19% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 9,470 | $313.6K | 0.18% | +1,400+17.3% | Added |
| MBA Advisors LLC | 9,491 | $314.3K | 0.21% | −804−7.8% | Reduced |
| Patriot Investment Management Inc. | 8,917 | $316.1K | 0.03% | +8+0.1% | Added |
| TCG Advisory Services, LLC | 9,553 | $316.4K | 0.12% | +303+3.3% | Added |
| GeoWealth Management, LLC | 9,557 | $317.0K | 0.03% | −55−0.6% | Reduced |
| 44 Wealth Management LLC | 9,585 | $317.5K | 0.11% | −975−9.2% | Reduced |
| Sonata Capital Group Inc | 9,644 | $319.0K | 0.18% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 9,633 | $319.0K | 0.27% | 00.0% | Unchanged |
| Apella Capital, LLC | 9,658 | $319.9K | 0.03% | +776+8.7% | Added |
| CCG Wealth Management, LLC | 9,665 | $320.1K | 0.18% | +428+4.6% | Added |
| Westshore Wealth, LLC | 9,674 | $320.4K | 0.18% | 00.0% | Unchanged |
| Barings LLC | 9,711 | $321.6K | 0.01% | +2,520+35.0% | Added |
| Alpha Financial Partners, LLC | 9,717 | $321.8K | 0.39% | +9,717 | New |
| Osborne Partners Capital Management, LLC | 9,723 | $322.0K | 0.03% | −136−1.4% | Reduced |