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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Edge Wealth Management LLC | 69,789 | $2.30M | 0.53% | −6,204−8.2% | Reduced |
| Nwam LLC | 69,225 | $2.29M | 0.20% | +5,200+8.1% | Added |
| Holderness Investments Co | 69,151 | $2.29M | 0.99% | +929+1.4% | Added |
| Neville Rodie & Shaw Inc | 69,076 | $2.29M | 0.21% | −1,065−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 69,031 | $2.29M | 0.08% | +6,393+10.2% | Added |
| Raab & Moskowitz Asset Management LLC | 68,710 | $2.28M | 0.86% | −1,639−2.3% | Reduced |
| Hiddenite Capital Partners LP | 68,100 | $2.26M | 2.89% | +14,500+27.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 68,082 | $2.25M | 0.14% | +20,880+44.2% | Added |
| Viawealth, LLC | 66,334 | $2.25M | 1.85% | +66,334 | New |
| Wunderlich Capital Managemnt | 67,810 | $2.25M | 1.25% | +1,766+2.7% | Added |
| Piscataqua Savings Bank | 67,737 | $2.24M | 1.89% | −814−1.2% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.24M | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 67,459 | $2.23M | 0.32% | +51,939+334.7% | Added |
| Charter Research & Investment Group, Inc. | 67,202 | $2.23M | 2.13% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 67,150 | $2.22M | 0.01% | −10,550−13.6% | Reduced |
| ARGI Investment Services, LLC | 67,162 | $2.22M | 0.07% | +6,912+11.5% | Added |
| Compton Wealth Advisory Group, LLC | 66,759 | $2.21M | 0.86% | −4,015−5.7% | Reduced |
| Connolly Sarah T. | 66,474 | $2.20M | 1.50% | +379+0.6% | Added |
| Qtron Investments LLC | 65,924 | $2.18M | 0.46% | −2,645−3.9% | Reduced |
| ZWJ Investment Counsel Inc | 65,490 | $2.17M | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 65,178 | $2.16M | 0.08% | +5,438+9.1% | Added |
| AlphaStar Capital Management, LLC | 65,174 | $2.16M | 0.22% | +4,620+7.6% | Added |
| Investment Management of Virginia LLC | 65,118 | $2.16M | 0.42% | −1,495−2.2% | Reduced |
| Corrado Advisors, LLC | 64,471 | $2.14M | 1.49% | +3,069+5.0% | Added |
| Summit Global Investments | 64,407 | $2.13M | 0.18% | +4,065+6.7% | Added |
| Spire Wealth Management | 64,387 | $2.13M | 0.12% | +14,024+27.8% | Added |
| ARGA Investment Management, LP | 64,320 | $2.13M | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 64,253 | $2.13M | 0.13% | +1,000+1.6% | Added |
| SS&H Financial Advisors, Inc. | 64,233 | $2.13M | 1.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 63,969 | $2.12M | 1.64% | +2,790+4.6% | Added |
| Focus Financial Network, Inc. | 63,921 | $2.12M | 0.17% | +912+1.4% | Added |
| Private Advisor Group, LLC | 581,325 | $2.11M | 0.11% | +8,680+1.5% | Added |
| Ionic Capital Management LLC | 63,508 | $2.10M | 0.63% | +63,508 | New |
| Garda Capital Partners LP | 63,484 | $2.10M | 1.95% | +63,484 | New |
| NewEdge Wealth, LLC | 63,402 | $2.10M | 0.09% | −38,048−37.5% | Reduced |
| SeaCrest Wealth Management, LLC | 63,132 | $2.09M | 0.30% | −2,398−3.7% | Reduced |
| Busey Wealth Management | 63,020 | $2.09M | 0.09% | −2,752−4.2% | Reduced |
| GMT Capital Corp | 62,900 | $2.08M | 0.10% | +62,900 | New |
| Credit Agricole S A | 62,685 | $2.08M | 0.08% | +34,920+125.8% | Added |
| Winton Group Ltd | 62,535 | $2.07M | 0.14% | −11,899−16.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 62,200 | $2.06M | 0.31% | −7,609−10.9% | Reduced |
| Ogorek Anthony Joseph | 62,172 | $2.06M | 0.90% | −335−0.5% | Reduced |
| Ethic Inc. | 62,080 | $2.06M | 0.11% | −6,897−10.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 62,029 | $2.05M | 0.73% | +5,864+10.4% | Added |
| Cumberland Advisors Inc | 62,000 | $2.05M | 0.89% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 61,884 | $2.05M | 0.39% | −1,573−2.5% | Reduced |
| Lafayette Investments, Inc. | 61,882 | $2.05M | 0.58% | +501+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 60,732 | $2.04M | 0.23% | +21,566+55.1% | Added |
| Wulff, Hansen & Co. | 61,643 | $2.04M | 2.48% | −1,690−2.7% | Reduced |
| Diligent Investors, LLC | 61,598 | $2.04M | 0.67% | +514+0.8% | Added |
| Hilltop Holdings Inc. | 61,454 | $2.04M | 0.26% | −21,379−25.8% | Reduced |
| Andra AP-fonden | 61,200 | $2.03M | 0.06% | −5,500−8.2% | Reduced |
| SkyOak Wealth, LLC | 60,784 | $2.01M | 0.68% | +333+0.6% | Added |
| Vision Capital Management, Inc. | 60,662 | $2.01M | 0.38% | +288+0.5% | Added |
| Gs Investments, Inc. | 60,556 | $2.01M | 1.24% | +200.0% | Added |
| M Holdings Securities, Inc. | 60,392 | $2.00M | 0.21% | −264−0.4% | Reduced |
| NTV Asset Management LLC | 60,384 | $2.00M | 0.39% | +195+0.3% | Added |
| Flagship Harbor Advisors, LLC | 60,338 | $2.00M | 0.20% | +1,062+1.8% | Added |
| Brady Family Wealth, LLC | 60,092 | $1.99M | 0.82% | +60,092 | New |
| Anson Funds Management LP | 60,000 | $1.99M | 0.65% | +20,000+50.0% | Added |
| Crestline Management, LP | 60,000 | $1.99M | 0.29% | +60,000 | New |
| Csenge Advisory Group | 59,943 | $1.99M | 0.15% | +2,358+4.1% | Added |
| First City Capital Management, Inc. | 59,568 | $1.97M | 1.19% | −2,490−4.0% | Reduced |
| IHT Wealth Management, LLC | 59,300 | $1.96M | 0.13% | +7,211+13.8% | Added |
| Jeppson Wealth Management, LLC | 59,235 | $1.96M | 0.83% | +679+1.2% | Added |
| Mayflower Financial Advisors, LLC | 311,493 | $1.95M | 0.27% | +4,009+1.3% | Added |
| Abacus Planning Group, Inc. | 59,003 | $1.95M | 0.53% | +19,507+49.4% | Added |
| Capricorn Fund Managers Ltd | 59,004 | $1.95M | 0.50% | −34,850−37.1% | Reduced |
| LJI Wealth Management, LLC | 58,895 | $1.95M | 0.68% | +58,895 | New |
| ICA Group Wealth Management, LLC | 58,766 | $1.95M | 0.46% | −22,459−27.7% | Reduced |
| Lodestone Wealth Management LLC | 58,687 | $1.94M | 1.57% | +58,687 | New |
| Sandy Spring Bank | 58,637 | $1.94M | 0.12% | +556+1.0% | Added |
| Beacon Financial Group | 58,146 | $1.94M | 0.26% | −2,274−3.8% | Reduced |
| Zions Bancorporation, N.A. | 58,422 | $1.93M | 0.15% | −16,773−22.3% | Reduced |
| Thomasville National Bank | 58,398 | $1.93M | 0.22% | +797+1.4% | Added |
| Kennedy Investment Group | 58,360 | $1.93M | 1.23% | +58,360 | New |
| Modera Wealth Management, LLC | 58,330 | $1.93M | 0.08% | +11,756+25.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 58,260 | $1.93M | 0.07% | +8,953+18.2% | Added |
| Retirement Planning Co of New England, Inc. | 58,045 | $1.92M | 1.26% | −1,025−1.7% | Reduced |
| Shelton Capital Management | 58,000 | $1.92M | 0.20% | −213,065−78.6% | Reduced |
| Stonebridge Capital Advisors LLC | 57,838 | $1.92M | 0.23% | +4,113+7.7% | Added |
| Baldwin Investment Management, LLC | 57,790 | $1.91M | 0.35% | −8,205−12.4% | Reduced |
| Poehling Capital Management, LLC | 57,713 | $1.91M | 0.72% | −650−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 57,598 | $1.91M | 0.13% | +1,062+1.9% | Added |
| Safeguard Investment Advisory Group, LLC | 57,511 | $1.90M | 1.17% | +615+1.1% | Added |
| IPG Investment Advisors LLC | 57,369 | $1.90M | 0.53% | −30,000−34.3% | Reduced |
| Hourglass Capital, LLC | 57,290 | $1.90M | 0.67% | +49,790+663.9% | Added |
| Jefferies Financial Group Inc. | 57,185 | $1.89M | 0.03% | +57,185 | New |
| Argent Advisors, Inc. | 57,122 | $1.89M | 0.98% | +660+1.2% | Added |
| Wealthcare Advisory Partners LLC | 57,103 | $1.89M | 0.09% | +3,389+6.3% | Added |
| Coastal Investment Advisors, Inc. | 56,955 | $1.89M | 0.46% | +1,117+2.0% | Added |
| Exeter Financial, LLC | 56,367 | $1.87M | 0.97% | +700+1.3% | Added |
| Clearstead Advisors, LLC | 56,298 | $1.86M | 0.15% | +845+1.5% | Added |
| Smith Shellnut Wilson LLC | 56,220 | $1.86M | 1.15% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 56,195 | $1.86M | 1.11% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 56,191 | $1.86M | 0.16% | −3,120−5.3% | Reduced |
| FineMark National Bank & Trust | 56,160 | $1.86M | 0.08% | +3,169+6.0% | Added |
| Desjardins Global Asset Management Inc. | 56,187 | $1.86M | 0.29% | −34,383−38.0% | Reduced |
| HCR Wealth Advisors | 55,825 | $1.85M | 0.39% | +2,004+3.7% | Added |
| Newman Dignan & Sheerar, Inc. | 55,712 | $1.85M | 0.61% | −1,516−2.6% | Reduced |