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 |
|---|---|---|---|---|---|
| Cahill Financial Advisors Inc | 11,418 | $378.2K | 0.07% | −27−0.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 11,457 | $379.5K | 0.11% | −772−6.3% | Reduced |
| Cahaba Wealth Management, Inc. | 11,476 | $380.1K | 0.05% | −7,519−39.6% | Reduced |
| Fort Point Capital Partners LLC | 11,500 | $380.9K | 0.07% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 11,500 | $380.9K | 0.11% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 11,516 | $381.4K | 0.47% | −2,258−16.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,569 | $383.2K | 0.03% | +2,005+21.0% | Added |
| Regatta Capital Group, LLC | 11,572 | $383.3K | 0.14% | +467+4.2% | Added |
| Rosenberg Matthew Hamilton | 11,587 | $383.8K | 0.13% | +223+2.0% | Added |
| First Interstate Bank | 11,615 | $384.0K | 0.03% | −3,041−20.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 11,595 | $384.0K | 0.31% | −1,999−14.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,601 | $384.2K | 0.21% | +40.0% | Added |
| Lion Street Advisors, LLC | 8,049 | $384.6K | 0.20% | +308+4.0% | Added |
| Gryphon Financial Partners LLC | 11,646 | $385.7K | 0.09% | −412−3.4% | Reduced |
| Prentice Wealth Management LLC | 11,661 | $386.2K | 0.19% | +919+8.6% | Added |
| Financial Alternatives, Inc | 11,669 | $386.5K | 0.38% | +11,669 | New |
| JT Stratford LLC | 11,681 | $386.9K | 0.12% | +2,718+30.3% | Added |
| Lavaca Capital LLC | 11,388 | $387.3K | 0.15% | +11,388 | New |
| Fairfield, Bush & Co. | 11,704 | $387.6K | 0.26% | −1,300−10.0% | Reduced |
| Wealth Advisory Solutions, LLC | 11,720 | $388.2K | 0.10% | −1,288−9.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,725 | $388.3K | 0.07% | +11,725 | New |
| Evermay Wealth Management LLC | 11,765 | $389.7K | 0.08% | −1,450−11.0% | Reduced |
| Granger Management LLC | 11,775 | $390.0K | 0.17% | −260−2.2% | Reduced |
| Rise Advisors, LLC | 11,795 | $390.6K | 0.31% | +77+0.7% | Added |
| Atticus Wealth Management, LLC | 11,811 | $391.2K | 0.16% | 00.0% | Unchanged |
| Capital City Trust Co | 11,834 | $391.9K | 0.13% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 11,147 | $392.7K | 0.39% | +150+1.4% | Added |
| Summit Financial Group Inc | 11,859 | $393.0K | 0.16% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 11,905 | $394.3K | 0.08% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 11,916 | $394.7K | 0.07% | −15−0.1% | Reduced |
| Wedge Capital Management L L P | 11,929 | $395.0K | 0.01% | −371−3.0% | Reduced |
| Nadler Financial Group, Inc. | 11,940 | $395.5K | 0.07% | +21+0.2% | Added |
| Sage Mountain Advisors LLC | 11,941 | $395.5K | 0.09% | +3,046+34.2% | Added |
| Willis Johnson & Associates, Inc. | 11,946 | $395.7K | 0.05% | −251−2.1% | Reduced |
| Kolinsky Wealth Management, LLC | 11,957 | $396.0K | 0.45% | +170+1.4% | Added |
| Townsend Asset Management Corp | 11,959 | $396.1K | 0.20% | +192+1.6% | Added |
| CBOE Vest Financial, LLC | 11,968 | $396.4K | 0.06% | +11,968 | New |
| Annapolis Financial Services, LLC | 11,968 | $396.4K | 0.13% | −1,817−13.2% | Reduced |
| Revolve Wealth Partners, LLC | 12,034 | $398.6K | 0.11% | +3,130+35.2% | Added |
| BBR Partners, LLC | 12,043 | $398.9K | 0.04% | +12,043 | New |
| Farmers Trust Co | 12,050 | $399.0K | 0.09% | +207+1.7% | Added |
| BOS Asset Management, LLC | 12,048 | $399.0K | 0.36% | +12,048 | New |
| Ninety One SA (PTY) Ltd | 12,111 | $399.8K | 0.13% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 12,069 | $400.0K | 0.35% | +250+2.1% | Added |
| B&D White Capital Company, LLC | 12,100 | $400.8K | 0.14% | +12,100 | New |
| Pinnacle Wealth Management Group, Inc. | 12,105 | $401.0K | 0.36% | +20+0.2% | Added |
| Greenwood Gearhart Inc | 12,138 | $402.0K | 0.06% | −240−1.9% | Reduced |
| Tilson Financial Group, Inc. | 12,135 | $402.0K | 0.34% | +12,135 | New |
| Sabal Trust CO | 12,138 | $402.0K | 0.03% | −441−3.5% | Reduced |
| Chapman Investment Management, LLC | 12,184 | $403.5K | 0.37% | +10.0% | Added |
| Q Capital Solutions | 12,201 | $404.1K | 0.80% | −15,348−55.7% | Reduced |
| Pacitti Group Inc. | 12,206 | $404.3K | 0.32% | +170+1.4% | Added |
| MV Capital Management, Inc. | 12,241 | $405.4K | 0.06% | +61+0.5% | Added |
| Summit Asset Management, LLC | 12,249 | $405.7K | 0.12% | −199−1.6% | Reduced |
| Advisor Resource Council | 12,251 | $405.8K | 0.24% | −1,399−10.2% | Reduced |
| Synergy Financial Management, LLC | 12,257 | $406.0K | 0.10% | +459+3.9% | Added |
| Aberdeen Wealth Management LLC | 12,258 | $406.0K | 0.31% | 00.0% | Unchanged |
| Chicago Capital, LLC | 12,266 | $406.3K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 12,292 | $407.1K | 0.16% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 12,350 | $409.0K | 0.43% | +26+0.2% | Added |
| Independence Bank of Kentucky | 12,345 | $409.0K | 0.18% | +1,194+10.7% | Added |
| Ridgecrest Wealth Partners, LLC | 12,355 | $409.2K | 0.31% | +100+0.8% | Added |
| Semus Wealth Partners LLC | 12,371 | $409.7K | 0.50% | +12,371 | New |
| Park Place Capital Corp | 12,389 | $410.0K | 0.12% | +12,389 | New |
| Castle Rock Wealth Management, LLC | 11,605 | $410.6K | 0.18% | +652+6.0% | Added |
| Emerald Advisors, LLC | 12,423 | $411.5K | 0.11% | −1,587−11.3% | Reduced |
| Investment House LLC | 12,431 | $411.7K | 0.04% | −250−2.0% | Reduced |
| Cavalier Investments, LLC | 12,461 | $412.7K | 0.15% | −642−4.9% | Reduced |
| LCNB Corp | 12,498 | $413.9K | 0.19% | +1,275+11.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 12,500 | $414.0K | 0.01% | 00.0% | Unchanged |
| Clarus Group, Inc. | 12,518 | $414.6K | 0.36% | +36+0.3% | Added |
| Apexium Financial, LP | 12,561 | $416.0K | 0.04% | +1,044+9.1% | Added |
| Thrive Capital Management, LLC | 12,602 | $417.4K | 0.27% | +192+1.5% | Added |
| Vahanian & Associates Financial Planning Inc. | 12,633 | $418.4K | 1.37% | 00.0% | Unchanged |
| Ledyard National Bank | 12,634 | $418.4K | 0.05% | −1,243−9.0% | Reduced |
| Condor Capital Management | 12,660 | $419.3K | 0.05% | +371+3.0% | Added |
| First Heartland Consultants, Inc. | 12,683 | $420.1K | 0.07% | +145+1.2% | Added |
| Sigma Investment Counselors Inc | 12,707 | $420.9K | 0.03% | +1,956+18.2% | Added |
| Hamilton Capital, LLC | 12,727 | $421.5K | 0.03% | +4,330+51.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 12,728 | $422.0K | 0.01% | −183,515−93.5% | Reduced |
| Caliber Wealth Management, LLC | 12,749 | $422.3K | 0.32% | +12,749 | New |
| KMG Fiduciary Partners, LLC | 12,753 | $422.4K | 0.07% | −770−5.7% | Reduced |
| Albion Financial Group | 12,760 | $422.6K | 0.04% | −236−1.8% | Reduced |
| Ergawealth Advisors, Inc. | 12,800 | $423.9K | 0.38% | +12,800 | New |
| Silver Lake Advisory, LLC | 12,807 | $424.2K | 0.26% | +90+0.7% | Added |
| Saiph Capital, LLC | 103,011 | $424.6K | 0.29% | +89+0.1% | Added |
| Bedel Financial Consulting, Inc. | 12,835 | $425.1K | 0.11% | −63−0.5% | Reduced |
| Single Point Partners, LLC | 12,905 | $427.0K | 0.10% | −2,356−15.4% | Reduced |
| Frisch Financial Group, Inc. | 12,884 | $427.0K | 0.16% | +61+0.5% | Added |
| West Family Investments, Inc. | 12,896 | $427.1K | 0.15% | −9,054−41.2% | Reduced |
| Rice Partnership, LLC | 12,935 | $428.4K | 0.14% | −78−0.6% | Reduced |
| JB Capital LLC | 12,961 | $429.3K | 0.04% | +3,511+37.2% | Added |
| Ascent Wealth Partners, LLC | 12,983 | $430.0K | 0.09% | −1,387−9.7% | Reduced |
| Atwood & Palmer Inc | 13,021 | $431.3K | 0.04% | 00.0% | Unchanged |
| Alerus Financial NA | 13,022 | $431.3K | 0.04% | −1,912−12.8% | Reduced |
| WealthCare Investment Partners, LLC | 13,038 | $431.8K | 0.29% | −472−3.5% | Reduced |
| Guidance Point Advisors, LLC | 13,043 | $432.0K | 0.18% | +44+0.3% | Added |
| Lantz Financial LLC | 13,045 | $432.1K | 0.20% | +700+5.7% | Added |
| First Western Trust Bank | 13,064 | $432.7K | 0.02% | +37+0.3% | Added |
| VeraBank, N.A. | 13,107 | $434.1K | 0.22% | 00.0% | Unchanged |