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 |
|---|---|---|---|---|---|
| Pictet Bank & Trust Ltd | 13,159 | $435.8K | 0.51% | −645−4.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,184 | $436.7K | 0.03% | −200−1.5% | Reduced |
| Kapstone Financial Advisors LLC | 12,122 | $438.0K | 0.40% | +12,122 | New |
| Hoese & Co LLP | 11,568 | $438.0K | 0.46% | 00.0% | Unchanged |
| McAdam, LLC | 9,840 | $438.0K | 0.04% | −1,245−11.2% | Reduced |
| Integrity Financial Corp | 13,272 | $439.6K | 0.42% | −86−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,282 | $439.9K | 0.22% | −497−3.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 13,288 | $440.0K | 0.00% | −7,775−36.9% | Reduced |
| Werba Rubin Papier Wealth Management | 13,324 | $441.3K | 0.18% | +13,324 | New |
| Brandywine Trust Co | 13,326 | $441.4K | 0.13% | 00.0% | Unchanged |
| Blossom Wealth Management | 13,334 | $441.6K | 2.13% | +611+4.8% | Added |
| Vance Wealth, Inc. | 13,347 | $442.1K | 0.28% | +20.0% | Added |
| Addison Advisors LLC | 13,357 | $442.4K | 0.26% | +248+1.9% | Added |
| Arthur M. Cohen & Associates, LLC | 13,386 | $443.4K | 0.12% | −78−0.6% | Reduced |
| Sheets Smith Wealth Management | 13,432 | $444.9K | 0.07% | +110+0.8% | Added |
| Angeles Wealth Management, LLC | 13,439 | $445.1K | 0.08% | +4,113+44.1% | Added |
| Orleans Capital Management Corp | 13,515 | $447.6K | 0.34% | −15−0.1% | Reduced |
| E Fund Management Co., Ltd. | 13,513 | $448.0K | 0.04% | −514−3.7% | Reduced |
| Alpha Paradigm Partners, LLC | 13,551 | $449.0K | 0.19% | +13,551 | New |
| Pallas Capital Advisors LLC | 13,278 | $449.5K | 0.05% | −5,182−28.1% | Reduced |
| Successful Portfolios LLC | 13,589 | $450.0K | 0.29% | +460+3.5% | Added |
| Sittner & Nelson, LLC | 13,615 | $450.9K | 0.28% | +11+0.1% | Added |
| EPG Wealth Management LLC | 13,718 | $454.3K | 0.17% | −70−0.5% | Reduced |
| Rational Advisors LLC | 13,732 | $454.8K | 0.04% | −6,061−30.6% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $455.5K | 1.34% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 13,762 | $455.8K | 0.35% | +228+1.7% | Added |
| Acorn Financial Advisory Services Inc | 13,790 | $456.7K | 0.10% | −479−3.4% | Reduced |
| Lee Johnson Capital Management, LLC | 13,801 | $457.1K | 0.85% | −333−2.4% | Reduced |
| New World Advisors LLC | 13,828 | $458.0K | 0.16% | +1,926+16.2% | Added |
| Lattice Capital Management, LLC | 13,841 | $458.4K | 0.68% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 13,842 | $458.4K | 0.47% | −2,962−17.6% | Reduced |
| Bell Bank | 13,852 | $458.8K | 0.05% | −2,996−17.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 13,893 | $460.1K | 0.32% | +51+0.4% | Added |
| Barden Capital Management, Inc. | 13,870 | $461.3K | 0.47% | −9,325−40.2% | Reduced |
| Cypress Wealth Services, LLC | 13,937 | $461.6K | 0.15% | +1,065+8.3% | Added |
| Pure Financial Advisors, Inc. | 13,958 | $462.3K | 0.02% | +445+3.3% | Added |
| Stanley-Laman Group, Ltd. | 14,000 | $463.7K | 0.09% | −5,171−27.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 14,001 | $463.8K | 0.23% | −986−6.6% | Reduced |
| Cohen & Steers, Inc. | 14,012 | $464.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 14,010 | $464.0K | 0.20% | +298+2.2% | Added |
| Stelac Advisory Services LLC | 14,052 | $465.4K | 0.21% | −2,554−15.4% | Reduced |
| Gemmer Asset Management LLC | 14,077 | $466.2K | 0.07% | +14+0.1% | Added |
| Provence Wealth Management Group | 14,093 | $466.8K | 0.38% | +14,093 | New |
| Spinnaker Trust | 14,107 | $467.0K | 0.04% | +150+1.1% | Added |
| Eagle Harbor Asset Management Inc | 14,131 | $468.0K | 0.69% | −612−4.2% | Reduced |
| Salomon & Ludwin, LLC | 14,172 | $469.4K | 0.06% | +14,172 | New |
| Towercrest Capital Management | 14,179 | $469.6K | 0.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 14,200 | $470.3K | 0.09% | +160+1.1% | Added |
| Zullo Investment Group, Inc. | 14,220 | $470.9K | 0.29% | +334+2.4% | Added |
| Summit Financial Wealth Advisors, LLC | 14,264 | $472.4K | 0.11% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 14,296 | $473.5K | 0.09% | −10.0% | Reduced |
| Defined Wealth Management, LLC | 14,300 | $473.6K | 0.44% | −53−0.4% | Reduced |
| HBW Advisory Services LLC | 14,303 | $474.0K | 0.13% | +2,513+21.3% | Added |
| Calton & Associates, Inc. | 14,355 | $475.4K | 0.18% | +14,355 | New |
| Northstar Group, Inc. | 14,358 | $475.5K | 0.13% | +1,252+9.6% | Added |
| SNS Financial Group, LLC | 14,361 | $475.6K | 0.06% | +650+4.7% | Added |
| Twelve Points Wealth Management LLC | 14,361 | $475.6K | 0.32% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 14,385 | $476.4K | 0.21% | +15+0.1% | Added |
| Abner Herrman & Brock LLC | 14,406 | $477.0K | 0.07% | +79+0.6% | Added |
| Enterprise Bank & Trust Co | 14,407 | $477.2K | 0.23% | +225+1.6% | Added |
| Barry Investment Advisors, LLC | 14,414 | $477.4K | 0.15% | +54+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 14,499 | $480.2K | 0.10% | +4,936+51.6% | Added |
| Terra Nova Asset Management LLC | 14,516 | $480.8K | 0.50% | +107+0.7% | Added |
| Triumph Capital Management | 14,521 | $480.9K | 0.26% | +14,521 | New |
| Gratus Capital LLC | 14,531 | $481.3K | 0.04% | +114+0.8% | Added |
| Brave Warrior Advisors, LLC | 14,532 | $481.3K | 0.02% | 00.0% | Unchanged |
| Patten Group, Inc. | 14,541 | $481.6K | 0.15% | +815+5.9% | Added |
| Charles Schwab Trust Co | 14,641 | $484.9K | 0.06% | +1,222+9.1% | Added |
| Sawyer & Company, Inc | 14,669 | $486.0K | 0.24% | +82+0.6% | Added |
| Wescott Financial Advisory Group, LLC | 14,713 | $487.3K | 0.11% | −276−1.8% | Reduced |
| Hudock, Inc. | 14,734 | $488.0K | 0.17% | −4,456−23.2% | Reduced |
| Verus Capital Partners, LLC | 14,846 | $491.7K | 0.09% | −1,188−7.4% | Reduced |
| Round Hill Asset Management | 14,872 | $492.6K | 0.30% | −35−0.2% | Reduced |
| Romano Brothers and Company | 14,874 | $492.6K | 0.07% | +32+0.2% | Added |
| New Republic Capital, LLC | 14,899 | $493.4K | 0.39% | +14,899 | New |
| Invictus Private Wealth, LLC | 14,913 | $493.9K | 0.06% | +14,913 | New |
| Encompass Wealth Advisors, LLC | 14,980 | $496.1K | 0.18% | +20.0% | Added |
| Forte Capital LLC | 14,994 | $496.6K | 0.09% | −300−2.0% | Reduced |
| Aviance Capital Partners, LLC | 15,028 | $497.7K | 0.12% | +2,140+16.6% | Added |
| Sender Co & Partners, Inc. | 15,036 | $498.0K | 0.76% | +15,036 | New |
| CoreCap Advisors, LLC | 15,124 | $500.9K | 0.04% | +538+3.7% | Added |
| Manhattan West Asset Management, LLC | 15,153 | $501.9K | 0.26% | −1,412−8.5% | Reduced |
| Financial Management Professionals, Inc. | 15,176 | $503.0K | 0.10% | +1,394+10.1% | Added |
| Lineweaver Wealth Advisors, LLC | 15,260 | $505.4K | 0.15% | −274−1.8% | Reduced |
| Financial Management Network Inc | 14,845 | $506.8K | 0.23% | +21+0.1% | Added |
| Gordian Capital Singapore Pte Ltd | 15,280 | $507.0K | 0.80% | +7,110+87.0% | Added |
| Stokes Family Office, LLC | 15,321 | $507.4K | 0.07% | −598−3.8% | Reduced |
| Alliance Wealth Advisors, LLC | 15,328 | $507.7K | 0.42% | −1,400−8.4% | Reduced |
| Cidel Asset Management Inc | 15,369 | $509.0K | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 15,384 | $509.5K | 0.29% | −37−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 15,409 | $510.4K | 0.08% | +835+5.7% | Added |
| IAM Advisory, LLC | 15,488 | $513.0K | 0.19% | +333+2.2% | Added |
| Archer Investment Corp | 15,500 | $513.4K | 0.20% | +1,003+6.9% | Added |
| HHM Wealth Advisors, LLC | 15,537 | $514.6K | 0.12% | −717−4.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,678 | $517.1K | 0.52% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,632 | $517.7K | 0.23% | −792−4.8% | Reduced |
| Kula Investments, LLC | 29,095 | $517.9K | 0.18% | +29,095 | New |
| Harvey Investment Co LLC | 15,686 | $520.0K | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 15,689 | $520.0K | 0.01% | +5,697+57.0% | Added |
| First National Bank of Hutchinson | 15,705 | $520.1K | 0.44% | −2,560−14.0% | Reduced |