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
- 2,723
- +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
- 1,047 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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 319,221 | $10.6M | 1.03% | +6,651+2.1% | Added |
| Advisors Asset Management, Inc. | 316,380 | $10.5M | 0.22% | −27,058−7.9% | Reduced |
| Stanley Capital Management, LLC | 316,142 | $10.5M | 3.32% | +98,000+44.9% | Added |
| Nicholas Investment Partners, LP | 316,118 | $10.5M | 0.92% | +96,118+43.7% | Added |
| Bourgeon Capital Management LLC | 315,076 | $10.4M | 2.56% | +7,329+2.4% | Added |
| Capital International Ltd | 314,085 | $10.4M | 0.72% | +5,498+1.8% | Added |
| Capstone Investment Advisors, LLC | 313,695 | $10.4M | 0.27% | −419,657−57.2% | Reduced |
| Twin Capital Management Inc | 312,929 | $10.4M | 1.34% | −8,808−2.7% | Reduced |
| LS Investment Advisors, LLC | 312,069 | $10.3M | 2.01% | −7,438−2.3% | Reduced |
| Advisor Partners II, LLC | 311,567 | $10.3M | 0.64% | +20,082+6.9% | Added |
| Mastrapasqua Asset Management Inc | 310,248 | $10.3M | 1.35% | −17,560−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 310,000 | $10.3M | 0.45% | −3,600−1.1% | Reduced |
| Atria Investments LLC | 309,798 | $10.3M | 0.21% | −12,173−3.8% | Reduced |
| LMCG Investments, LLC | 304,957 | $10.1M | 0.70% | −282−0.1% | Reduced |
| Schnieders Capital Management LLC | 303,708 | $10.1M | 2.31% | +35,739+13.3% | Added |
| Marathon Trading Investment Management LLC | 303,022 | $10.0M | 6.66% | +217,814+255.6% | Added |
| Achmea Investment Management B.V. | 322,506 | $10.0M | 0.34% | +2,514+0.8% | Added |
| Annex Advisory Services, LLC | 301,648 | $9.99M | 0.56% | +60,974+25.3% | Added |
| Xcel Wealth Management, LLC | 300,573 | $9.95M | 3.92% | −3,000−1.0% | Reduced |
| 7G Capital Management, LLC | 300,000 | $9.94M | 6.62% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 299,312 | $9.91M | 0.64% | +299,312 | New |
| Griffin Asset Management, Inc. | 295,120 | $9.77M | 1.47% | +9,153+3.2% | Added |
| Yarbrough Capital, LLC | 295,081 | $9.77M | 0.78% | 00.0% | Unchanged |
| Natixis | 294,407 | $9.75M | 0.06% | −8,742,619−96.7% | Reduced |
| Equitable Trust Co | 288,851 | $9.57M | 0.75% | −13,266−4.4% | Reduced |
| Cohen Klingenstein LLC | 288,818 | $9.57M | 0.48% | +20.0% | Added |
| Kestra Private Wealth Services, LLC | 288,266 | $9.55M | 0.48% | −9,879−3.3% | Reduced |
| Bradley Foster & Sargent Inc | 284,784 | $9.43M | 0.24% | −1,618−0.6% | Reduced |
| Capula Management Ltd | 284,767 | $9.43M | 0.98% | −190,905−40.1% | Reduced |
| Bollard Group LLC | 282,448 | $9.36M | 0.36% | −1,131−0.4% | Reduced |
| Brown Brothers Harriman & Co | 282,210 | $9.35M | 0.08% | +34,995+14.2% | Added |
| Fort Pitt Capital Group, LLC | 281,866 | $9.34M | 0.38% | +15,656+5.9% | Added |
| Capital Fund Management S.A. | 281,428 | $9.32M | 0.21% | −498,120−63.9% | Reduced |
| HB Wealth Management, LLC | 281,045 | $9.31M | 0.17% | +122,250+77.0% | Added |
| Central Trust Co | 280,571 | $9.29M | 0.29% | +14,095+5.3% | Added |
| Freestone Capital Holdings, LLC | 279,429 | $9.25M | 0.42% | +4,816+1.8% | Added |
| Edgemoor Investment Advisors, Inc. | 279,213 | $9.25M | 1.16% | −9,021−3.1% | Reduced |
| Bank of the West | 279,110 | $9.24M | 1.09% | −1,777−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 278,802 | $9.23M | 2.17% | −550.0% | Reduced |
| Cresset Asset Management, LLC | 289,663 | $9.22M | 0.12% | −7,979−2.7% | Reduced |
| Thompson Investment Management, Inc. | 277,310 | $9.18M | 1.69% | −2,490−0.9% | Reduced |
| Novare Capital Management LLC | 276,596 | $9.16M | 1.08% | −16,914−5.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 275,085 | $9.11M | 2.70% | +1,790+0.7% | Added |
| PGGM Investments | 274,188 | $9.08M | 0.16% | −10,056−3.5% | Reduced |
| Vestcor Inc | 273,362 | $9.05M | 0.33% | +55,927+25.7% | Added |
| Pacific Global Investment Management CO | 272,497 | $9.03M | 2.00% | +5,315+2.0% | Added |
| Channing Capital Management, LLC | 272,453 | $9.02M | 0.29% | +20,235+8.0% | Added |
| Illinois Municipal Retirement Fund | 271,815 | $9.00M | 0.20% | +8,616+3.3% | Added |
| Robertson Stephens Wealth Management, LLC | 271,104 | $8.98M | 0.88% | −33,009−10.9% | Reduced |
| Fiduciary Alliance LLC | 270,015 | $8.94M | 2.31% | +270,015 | New |
| Eagle Ridge Investment Management | 268,364 | $8.89M | 1.04% | −1,811−0.7% | Reduced |
| Arnhold LLC | 268,280 | $8.89M | 1.09% | 00.0% | Unchanged |
| Washington Trust Bank | 268,143 | $8.88M | 1.01% | +7,565+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 266,398 | $8.82M | 0.41% | −19,789−6.9% | Reduced |
| Janney Capital Management LLC | 266,347 | $8.82M | 0.63% | −9,494−3.4% | Reduced |
| Madison Wealth Management | 266,043 | $8.81M | 2.02% | −6,314−2.3% | Reduced |
| Anderson Hoagland & Co | 263,729 | $8.76M | 1.28% | −4,585−1.7% | Reduced |
| United Services Automobile Association | 264,268 | $8.75M | 0.20% | −24,784−8.6% | Reduced |
| Stratos Wealth Partners, LTD. | 260,800 | $8.64M | 0.22% | −7,966−3.0% | Reduced |
| First Citizens Bank & Trust Co | 259,497 | $8.59M | 0.26% | −10,832−4.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 258,976 | $8.58M | 0.48% | +1,619+0.6% | Added |
| Eagle Asset Management Inc | 255,687 | $8.57M | 0.05% | −7,950−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 258,178 | $8.55M | 0.44% | −14,444−5.3% | Reduced |
| GWM Advisors LLC | 551,987 | $8.54M | 0.23% | +103,609+23.1% | Added |
| Greylin Investment Mangement Inc | 257,465 | $8.53M | 1.57% | −4,295−1.6% | Reduced |
| Cutler Group LP | 256,934 | $8.51M | 1.04% | +243,949+1,878.7% | Added |
| Knightsbridge Asset Management, LLC | 256,679 | $8.50M | 1.61% | +110.0% | Added |
| Ameritas Investment Partners, Inc. | 252,949 | $8.48M | 0.34% | −3,331−1.3% | Reduced |
| Lido Advisors, LLC | 255,863 | $8.47M | 0.15% | +16,471+6.9% | Added |
| Grimes & Company, Inc. | 253,248 | $8.39M | 0.35% | +21,219+9.1% | Added |
| Bailard, Inc. | 251,954 | $8.34M | 0.32% | −6,281−2.4% | Reduced |
| Nomura Holdings Inc | 253,291 | $8.34M | 0.09% | +9,684+4.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 250,523 | $8.30M | 0.72% | 00.0% | Unchanged |
| Talbot Financial, LLC | 250,321 | $8.29M | 1.71% | +250,321 | New |
| Wedbush Securities Inc | 248,657 | $8.24M | 0.45% | −6,245−2.4% | Reduced |
| Vestor Capital, LLC | 248,149 | $8.22M | 0.99% | +131,275+112.3% | Added |
| First National Trust Co | 246,672 | $8.17M | 0.43% | +3,461+1.4% | Added |
| Point72 Europe (London) LLP | 246,258 | $8.16M | 2.11% | −302,742−55.1% | Reduced |
| Assenagon Asset Management S.A. | 245,664 | $8.14M | 0.03% | +42,139+20.7% | Added |
| Mark Asset Management LP | 245,587 | $8.13M | 1.92% | −77,179−23.9% | Reduced |
| Fayez Sarofim & Co | 245,551 | $8.13M | 0.03% | −24,114−8.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 244,027 | $8.08M | 4.08% | −1,884−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 243,422 | $8.06M | 0.50% | +4,622+1.9% | Added |
| National Asset Management, Inc. | 243,059 | $8.05M | 0.23% | +21,616+9.8% | Added |
| Capital International Sarl | 243,039 | $8.05M | 0.57% | +36,487+17.7% | Added |
| Tufton Capital Management | 242,147 | $8.02M | 1.76% | −2,770−1.1% | Reduced |
| Bard Financial Services, Inc. | 242,030 | $8.02M | 0.68% | −250.0% | Reduced |
| DCF Advisers, LLC | 240,000 | $7.95M | 6.14% | +90,000+60.0% | Added |
| Trustmark National Bank Trust Department | 239,650 | $7.94M | 0.73% | −5,688−2.3% | Reduced |
| Veritable, L.P. | 239,095 | $7.92M | 0.14% | +4,791+2.0% | Added |
| DCM Advisors, LLC | 236,134 | $7.82M | 3.79% | +108,160+84.5% | Added |
| Shell Asset Management Co | 235,443 | $7.80M | 0.34% | −51,273−17.9% | Reduced |
| Blume Capital Management, Inc. | 234,727 | $7.77M | 2.63% | +14,791+6.7% | Added |
| Socorro Asset Management LP | 233,818 | $7.74M | 3.36% | −9,498−3.9% | Reduced |
| Allied Investment Advisors, LLC | 232,690 | $7.71M | 2.41% | +5,695+2.5% | Added |
| Azimuth Capital Investment Management LLC | 231,751 | $7.68M | 0.39% | −9,676−4.0% | Reduced |
| Greatmark Investment Partners, Inc. | 230,890 | $7.65M | 1.40% | −13,849−5.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 230,630 | $7.64M | 5.91% | 00.0% | Unchanged |
| Moreno Evelyn V | 230,160 | $7.62M | 1.76% | +116,898+103.2% | Added |
| Wharton Business Group, LLC | 228,271 | $7.56M | 0.44% | +1,712+0.8% | Added |