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 |
|---|---|---|---|---|---|
| City State Bank | 15,716 | $521.0K | 0.32% | −50−0.3% | Reduced |
| Old Mission Investment Co LLC | 15,737 | $521.2K | 0.22% | +1,330+9.2% | Added |
| CVA Family Office, LLC | 15,749 | $521.6K | 0.13% | −620−3.8% | Reduced |
| AllSquare Wealth Management LLC | 15,760 | $522.0K | 0.36% | +850+5.7% | Added |
| MJP Associates Inc | 15,782 | $522.7K | 0.15% | +2,246+16.6% | Added |
| General Partner, Inc. | 15,817 | $523.9K | 0.48% | +15,817 | New |
| Bridgewealth Advisory Group, LLC | 15,862 | $525.3K | 1.03% | +15,862 | New |
| Relyea Zuckerberg Hanson LLC | 15,871 | $525.6K | 0.15% | +1,437+10.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 15,918 | $527.2K | 0.39% | −506−3.1% | Reduced |
| First Wilshire Securities Management Inc | 15,954 | $528.0K | 0.18% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 15,953 | $528.4K | 0.27% | +15,953 | New |
| Hall Capital Management Co Inc | 15,957 | $528.5K | 0.32% | −95−0.6% | Reduced |
| Optimum Investment Advisors | 15,964 | $528.7K | 0.29% | −200−1.2% | Reduced |
| Traphagen Investment Advisors LLC | 16,027 | $530.8K | 0.08% | −433−2.6% | Reduced |
| LVM Capital Management Ltd | 16,032 | $531.0K | 0.08% | −2,500−13.5% | Reduced |
| Sky Investment Group LLC | 16,035 | $531.0K | 0.13% | +35+0.2% | Added |
| Beech Hill Advisors, Inc. | 16,050 | $531.6K | 0.30% | +4,000+33.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,109 | $533.5K | 0.10% | −100−0.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 16,120 | $533.9K | 0.65% | −3,500−17.8% | Reduced |
| Navellier & Associates Inc | 16,200 | $536.5K | 0.11% | +300+1.9% | Added |
| Clear Street Markets LLC | 16,217 | $537.0K | 0.11% | −184,804−91.9% | Reduced |
| Kanawha Capital Management LLC | 16,241 | $538.0K | 0.05% | +1,186+7.9% | Added |
| Veracity Capital LLC | 16,290 | $539.5K | 0.26% | −133−0.8% | Reduced |
| Tranquility Partners, LLC | 16,291 | $539.6K | 0.27% | −900−5.2% | Reduced |
| Iams Wealth Management, LLC | 16,358 | $541.8K | 0.55% | +16,358 | New |
| James Hambro & Partners | 16,363 | $541.9K | 0.04% | +16,363 | New |
| PDT Partners, LLC | 16,414 | $543.6K | 0.09% | +1,014+6.6% | Added |
| Ausdal Financial Partners, Inc. | 16,417 | $543.7K | 0.08% | +980+6.3% | Added |
| Tiemann Investment Advisors, LLC | 16,425 | $544.0K | 0.32% | −800−4.6% | Reduced |
| Kavar Capital Partners Group, LLC | 16,427 | $544.1K | 0.13% | −184−1.1% | Reduced |
| Albert D Mason Inc | 16,455 | $545.0K | 0.39% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 16,458 | $545.1K | 0.54% | −99−0.6% | Reduced |
| First Citizens Financial Corp | 16,471 | $546.0K | 0.47% | +300+1.9% | Added |
| Great Diamond Partners, LLC | 16,560 | $548.5K | 0.17% | −606−3.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 16,573 | $548.9K | 0.32% | −1,925−10.4% | Reduced |
| Asset Allocation & Management Company, LLC | 16,581 | $549.0K | 0.21% | −6,291−27.5% | Reduced |
| RMR Wealth Builders | 16,615 | $550.3K | 0.12% | +1,285+8.4% | Added |
| Autumn Glory Partners, LLC | 16,616 | $550.3K | 0.29% | −414−2.4% | Reduced |
| SkyView Investment Advisors, LLC | 16,629 | $551.0K | 0.17% | −297−1.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 16,657 | $551.7K | 0.27% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 16,702 | $553.2K | 0.13% | −11,395−40.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 16,728 | $554.0K | 0.19% | −1,748−9.5% | Reduced |
| BigSur Wealth Management LLC | 16,750 | $554.8K | 0.27% | 00.0% | Unchanged |
| Delta Asset Management LLC | 16,757 | $555.0K | 0.06% | +820+5.1% | Added |
| Marino, Stram & Associates LLC | 16,800 | $556.4K | 0.18% | −81−0.5% | Reduced |
| Humankind Investments LLC | 16,834 | $557.5K | 0.24% | −819−4.6% | Reduced |
| MRP Capital Investments, LLC | 16,850 | $558.1K | 0.62% | +16,850 | New |
| Omnia Family Wealth, LLC | 16,893 | $559.5K | 0.45% | +77+0.5% | Added |
| YHB Investment Advisors, Inc. | 16,905 | $559.9K | 0.06% | +196+1.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,949 | $561.4K | 0.05% | +103+0.6% | Added |
| Cedrus LLC | 16,963 | $561.8K | 0.45% | −49−0.3% | Reduced |
| Pointe Capital Management LLC | 16,972 | $562.0K | 0.43% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 17,090 | $566.0K | 0.33% | −1,457−7.9% | Reduced |
| Flaharty Asset Management, LLC | 17,096 | $566.2K | 0.11% | −1,866−9.8% | Reduced |
| WealthTrust Axiom LLC | 17,111 | $566.7K | 0.20% | 00.0% | Unchanged |
| American National Bank | 17,157 | $568.0K | 0.12% | +10,895+174.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 17,155 | $568.2K | 0.30% | +284+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 17,170 | $568.7K | 0.09% | +2,000+13.2% | Added |
| Compton Capital Management Inc | 17,176 | $569.0K | 0.41% | −2,496−12.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 17,198 | $569.6K | 0.56% | +17,198 | New |
| Key Financial Inc | 18,951 | $572.3K | 0.27% | 00.0% | Unchanged |
| Mechanics Financial Corp | 17,306 | $573.0K | 0.34% | +5,586+47.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 17,318 | $573.6K | 0.18% | +17,318 | New |
| OneAscent Wealth Management LLC | 17,336 | $574.0K | 0.27% | +8,989+107.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 17,420 | $577.0K | 0.01% | +220+1.3% | Added |
| Avestar Capital, LLC | 17,434 | $577.4K | 0.12% | +1,850+11.9% | Added |
| RDA Financial Network | 17,440 | $577.6K | 0.29% | −540−3.0% | Reduced |
| Day & Ennis, LLC | 17,498 | $579.5K | 0.22% | 00.0% | Unchanged |
| Private Capital Management, LLC | 17,515 | $580.1K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 16,386 | $581.8K | 0.24% | +3,343+25.6% | Added |
| Colonial River Wealth Management, LLC | 17,647 | $584.5K | 0.37% | +1,403+8.6% | Added |
| Foster Victor Wealth Advisors, LLC | 16,993 | $584.7K | 0.07% | −306−1.8% | Reduced |
| Clear Investment Research, LLC | 17,671 | $585.0K | 1.13% | −756−4.1% | Reduced |
| CX Institutional | 17,669 | $585.2K | 0.04% | +6,614+59.8% | Added |
| Landmark Financial Advisors, LLC | 17,678 | $585.5K | 0.27% | −650−3.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 17,692 | $586.0K | 0.01% | −4,257−19.4% | Reduced |
| Mark Stevens | 17,705 | $586.0K | 0.08% | −2,460−12.2% | Reduced |
| Wealthstar Advisors, LLC | 17,721 | $586.9K | 0.27% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 17,731 | $587.2K | 0.32% | +3,780+27.1% | Added |
| Firethorn Wealth Partners, LLC | 17,755 | $588.1K | 0.50% | +388+2.2% | Added |
| Abound Wealth Management | 17,950 | $594.5K | 0.29% | +710+4.1% | Added |
| IMS Capital Management | 17,986 | $595.7K | 0.38% | +20.0% | Added |
| LifePro Asset Management | 17,999 | $596.1K | 0.44% | +125+0.7% | Added |
| Terril Brothers, Inc. | 18,050 | $597.8K | 0.29% | +18,050 | New |
| Constitution Capital LLC | 18,050 | $597.8K | 0.37% | +18,050 | New |
| Essex Savings Bank | 18,056 | $597.8K | 0.21% | +915+5.3% | Added |
| American Trust | 18,069 | $598.4K | 0.06% | −1,060−5.5% | Reduced |
| Donaldson Capital Management, LLC | 18,071 | $598.5K | 0.03% | −1,705−8.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 18,091 | $599.2K | 0.46% | −221−1.2% | Reduced |
| Westhampton Capital, LLC | 18,104 | $599.6K | 0.41% | +250+1.4% | Added |
| Patron Partners Advisors, LLC | 18,127 | $600.4K | 0.45% | −7,035−28.0% | Reduced |
| Enterprise Financial Services Corp | 18,128 | $600.4K | 0.41% | −3,054−14.4% | Reduced |
| Headinvest, LLC | 18,144 | $600.9K | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,172 | $601.8K | 0.04% | +2,113+13.2% | Added |
| Marble Harbor Investment Counsel, LLC | 18,175 | $602.0K | 0.08% | −100−0.5% | Reduced |
| Bigelow Investment Advisors, LLC | 18,176 | $602.0K | 0.35% | +1,538+9.2% | Added |
| Fca Corp | 18,184 | $602.3K | 0.24% | −500−2.7% | Reduced |
| Traynor Capital Management, Inc. | 18,189 | $602.4K | 0.11% | +173+1.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 18,198 | $602.7K | 0.23% | 00.0% | Unchanged |
| Alta Advisers Ltd | 18,200 | $603.0K | 0.36% | 00.0% | Unchanged |