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 | 3,493 | $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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 9,734 | $322.4K | 0.18% | +2,188+29.0% | Added |
| Horizon Wealth Management, LLC | 9,754 | $323.0K | 0.26% | −965−9.0% | Reduced |
| Sanders Morris Harris LLC | 9,761 | $323.3K | 0.12% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 9,792 | $324.3K | 0.19% | +9,792 | New |
| NFP Retirement, Inc. | 9,791 | $324.3K | 0.07% | +170+1.8% | Added |
| Cozad Asset Management Inc | 9,803 | $324.7K | 0.05% | +938+10.6% | Added |
| J. L. Bainbridge & Co., Inc. | 9,824 | $325.4K | 0.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,824 | $325.4K | 0.14% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 9,847 | $326.0K | 0.18% | −203−2.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,845 | $326.1K | 0.02% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 9,875 | $327.1K | 0.06% | +2,950+42.6% | Added |
| Kowal Investment Group, LLC | 9,886 | $327.4K | 0.10% | −253−2.5% | Reduced |
| CFM Wealth Partners LLC | 9,899 | $327.9K | 0.10% | +480+5.1% | Added |
| Meixler Investment Management, Ltd. | 9,900 | $327.9K | 0.33% | +150+1.5% | Added |
| Berger Financial Group, Inc | 9,901 | $327.9K | 0.04% | +94+1.0% | Added |
| Iowa State Bank | 9,918 | $328.0K | 0.08% | +9,918 | New |
| Kraematon Investment Advisors, Inc | 9,912 | $328.3K | 0.36% | +59+0.6% | Added |
| Alliance Wealth Management Group | 9,930 | $328.9K | 0.12% | 00.0% | Unchanged |
| Bath Savings Trust Co | 9,924 | $329.0K | 0.04% | −2,849−22.3% | Reduced |
| WFA Asset Management Corp | 9,944 | $329.3K | 0.22% | −2,026−16.9% | Reduced |
| Monetary Management Group Inc | 9,950 | $329.5K | 0.10% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,959 | $329.8K | 0.08% | −100−1.0% | Reduced |
| Texas Capital Bancshares Inc | 9,968 | $330.1K | 0.23% | +118+1.2% | Added |
| HC Advisors, LLC | 9,986 | $330.7K | 0.23% | −42,700−81.0% | Reduced |
| Brave Asset Management Inc | 9,995 | $331.0K | 0.11% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,996 | $331.1K | 0.11% | +792+8.6% | Added |
| Colony Family Offices, LLC | 10,001 | $331.2K | 0.14% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 10,019 | $331.8K | 0.18% | −28,726−74.1% | Reduced |
| Valley National Advisers Inc | 9,677 | $332.0K | 0.06% | −40−0.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 10,029 | $332.2K | 0.10% | +36+0.4% | Added |
| Bangor Savings Bank | 10,130 | $336.0K | 0.04% | +153+1.5% | Added |
| Vicus Capital | 10,184 | $337.3K | 0.04% | −460−4.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 10,217 | $338.4K | 0.33% | +120+1.2% | Added |
| Oak Harbor Wealth Partners, LLC | 10,246 | $339.3K | 0.13% | −320−3.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 10,280 | $340.5K | 0.01% | +10,280 | New |
| Confluence Wealth Services, Inc. | 10,282 | $340.5K | 0.09% | +984+10.6% | Added |
| Morton Capital Management LLC | 10,287 | $340.7K | 0.13% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 9,559 | $340.8K | 0.17% | +781+8.9% | Added |
| Red Wave Investments LLC | 10,306 | $341.3K | 0.14% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 10,101 | $341.4K | 0.21% | −300−2.9% | Reduced |
| L & S Advisors Inc | 10,311 | $341.5K | 0.06% | −141,999−93.2% | Reduced |
| Centennial Wealth Advisory LLC | 10,324 | $341.9K | 0.19% | +970+10.4% | Added |
| KB Financial Partners, LLC | 10,360 | $343.0K | 0.12% | +7+0.1% | Added |
| Madison Wealth Partners, Inc | 10,367 | $343.4K | 0.20% | −30−0.3% | Reduced |
| Smithbridge Asset Management Inc | 10,389 | $344.0K | 0.09% | −467−4.3% | Reduced |
| Pathway Financial Advisors LLC | 10,394 | $344.2K | 0.11% | −88−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 10,399 | $344.4K | 0.05% | −62−0.6% | Reduced |
| Farther Finance Advisors, LLC | 10,403 | $344.6K | 0.13% | +10,403 | New |
| Trellis Advisors, LLC | 10,425 | $345.3K | 0.18% | +2,572+32.8% | Added |
| Moseley Investment Management Inc | 10,439 | $345.8K | 0.25% | +570+5.8% | Added |
| Trinity Legacy Partners, LLC | 10,445 | $345.9K | 0.14% | +916+9.6% | Added |
| Schrum Private Wealth Management LLC | 10,445 | $346.0K | 0.41% | +14+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 10,433 | $346.0K | 0.02% | −128−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 10,470 | $346.8K | 0.07% | −1,544−12.9% | Reduced |
| Sara-Bay Financial | 10,481 | $347.0K | 0.20% | −155−1.5% | Reduced |
| Toth Financial Advisory Corp | 10,501 | $347.8K | 0.06% | −179−1.7% | Reduced |
| Franklin Street Advisors Inc | 10,498 | $348.0K | 0.03% | −3,321−24.0% | Reduced |
| Spreng Capital Management, Inc. | 10,514 | $348.2K | 0.30% | −2,000−16.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 10,552 | $349.0K | 0.46% | +380+3.7% | Added |
| Valtinson Bruner Financial Planning LLC | 10,358 | $349.3K | 0.20% | +73+0.7% | Added |
| Nicolet Bankshares Inc | 10,564 | $349.9K | 0.12% | +455+4.5% | Added |
| Delap Wealth Advisory, LLC | 10,565 | $349.9K | 0.37% | +10,565 | New |
| Sunflower Bank, N.A. | 10,562 | $350.0K | 0.08% | −3,070−22.5% | Reduced |
| Alethea Capital Management, LLC | 10,600 | $351.1K | 0.34% | −300−2.8% | Reduced |
| Glen Eagle Advisors, LLC | 10,634 | $352.2K | 0.10% | +102+1.0% | Added |
| Thrive Wealth Management, LLC | 10,638 | $352.3K | 0.10% | +240+2.3% | Added |
| Voya Financial Advisors, Inc. | 10,711 | $355.0K | 0.05% | −946−8.1% | Reduced |
| BHK Investment Advisors, LLC | 10,780 | $357.0K | 0.20% | −1,000−8.5% | Reduced |
| Financial Council Asset Management Inc | 10,798 | $357.6K | 0.22% | +7+0.1% | Added |
| Cornerstone Management, Inc. | 10,800 | $357.7K | 0.10% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 10,833 | $358.8K | 0.28% | +10,833 | New |
| Carlson Capital Management | 10,850 | $359.4K | 0.03% | −291−2.6% | Reduced |
| WMS Partners, LLC | 10,918 | $361.6K | 0.04% | −453−4.0% | Reduced |
| MKT Advisors LLC | 10,539 | $362.3K | 0.27% | +364+3.6% | Added |
| D'Orazio & Associates, Inc. | 10,953 | $362.8K | 0.09% | −1,180−9.7% | Reduced |
| Shayne & Co., LLC | 11,000 | $364.3K | 0.20% | +300+2.8% | Added |
| Angeles Investment Advisors, LLC | 11,018 | $364.9K | 0.03% | +11,018 | New |
| Benedetti & Gucer, Inc. | 11,020 | $365.0K | 0.27% | +1,998+22.1% | Added |
| Capital Planning Advisors, LLC | 11,028 | $365.2K | 0.09% | −3,092−21.9% | Reduced |
| Shelton Wealth Management, LLC | 11,092 | $367.4K | 0.29% | −114−1.0% | Reduced |
| Jacobs & Co | 11,150 | $369.0K | 0.05% | −27−0.2% | Reduced |
| IFG Advisors, LLC | 11,178 | $370.2K | 0.16% | −23−0.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 11,179 | $370.2K | 0.11% | −451−3.9% | Reduced |
| Campion Asset Management LLC | 11,213 | $371.4K | 0.36% | −620−5.2% | Reduced |
| Clear Creek Financial Management, LLC | 11,222 | $371.7K | 0.08% | −2,086−15.7% | Reduced |
| Stone Point Wealth LLC | 11,226 | $371.8K | 0.18% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 10,523 | $373.4K | 0.05% | −350−3.2% | Reduced |
| RiverGlades Family Offices LLC | 11,300 | $374.3K | 0.34% | +11,300 | New |
| Asset Management Corp | 11,302 | $374.3K | 0.31% | −640−5.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 11,316 | $374.8K | 0.33% | +1,164+11.5% | Added |
| First National Bank of South Miami | 11,324 | $375.0K | 0.28% | −431−3.7% | Reduced |
| Pacific Sage Partners, LLC | 11,325 | $375.1K | 0.12% | +11,325 | New |
| FSM Wealth Advisors, LLC | 11,341 | $375.6K | 0.27% | +1,481+15.0% | Added |
| First Bank & Trust | 11,358 | $376.0K | 0.10% | +270+2.4% | Added |
| Aveo Capital Partners, LLC | 11,353 | $376.0K | 0.06% | +1,252+12.4% | Added |
| STAR Financial Bank | 11,370 | $376.6K | 0.37% | +11,370 | New |
| Rock Creek Group, LP | 11,382 | $377.0K | 0.05% | −1,984−14.8% | Reduced |
| Centric Wealth Management | 11,384 | $377.0K | 0.19% | −692−5.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,405 | $377.7K | 0.11% | −486−4.1% | Reduced |
| Greenline Partners, LLC | 11,411 | $377.9K | 0.07% | −297−2.5% | Reduced |