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; 3,619 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, Q1 2023
Institutional positions in Bank of America Corp as of Mar 31, 2023. 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
- 2,665
- −7 vs. Q4 2022
- Shares held
- 5.51B
- −119.4M (−2.1%) vs. Q4 2022
- Total value
- $157.5B
- −$28.9B (−15.5%) vs. Q4 2022
- New holders
- 188
- 1,221 more added
- Sold out
- 195
- 998 more reduced
51 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,619 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 121,150 | $4 | 0.10% | +121,150 | New |
| Elequin Capital LP | 3 | $86 | 0.00% | +3 | New |
| Altman Advisors, Inc. | 31,232 | $870 | 0.00% | +5,539+21.6% | Added |
| Ulland Investment Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $1.26K | 0.00% | +44 | New |
| Carolina Wealth Advisors, LLC | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 49 | $1.40K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $1.43K | 0.00% | +50 | New |
| Fortis Capital Advisors, LLC | 51 | $1.46K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 67 | $1.92K | 0.00% | +67 | New |
| VitalStone Financial, LLC | 46 | $2.00K | 0.00% | −654−93.4% | Reduced |
| Lam Group, Inc. | 86 | $2.46K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 91 | $2.52K | 0.00% | +91 | New |
| Guardian Wealth Management, Inc. | 95 | $2.73K | 0.00% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Morton Brown Family Wealth, LLC | 126 | $3.60K | 0.00% | +126 | New |
| HighMark Wealth Management LLC | 132 | $3.77K | 0.00% | +1+0.8% | Added |
| Cedar Mountain Advisors, LLC | 137 | $3.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 147 | $4.21K | 0.02% | +1+0.7% | Added |
| Cedar Wealth Management, LLC | 155 | $4.43K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 169 | $4.83K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 186 | $5.32K | 0.00% | +186 | New |
| Creative Capital Management Investments LLC | 198 | $5.66K | 0.00% | +72+57.1% | Added |
| FSC Wealth Advisors, LLC | 200 | $5.72K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 208 | $5.95K | 0.00% | +208 | New |
| Horizon Bancorp Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 215 | $6.15K | 0.41% | −134−38.4% | Reduced |
| Marquette Asset Management, LLC | 220 | $6.29K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 231 | $6.54K | 0.00% | +1+0.4% | Added |
| DB Wealth Management Group, LLC | 230 | $6.58K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 213 | $7.00K | 0.00% | −152−41.6% | Reduced |
| Ranger Investment Management, L.P. | 256 | $7.32K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 265 | $7.58K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 281 | $8.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 298 | $8.52K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 299 | $8.54K | 0.00% | +299 | New |
| IAG Wealth Partners, LLC | 300 | $8.58K | 0.00% | +300 | New |
| CNB Bank | 304 | $8.69K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 336 | $9.61K | 0.00% | +149+79.7% | Added |
| Gould Capital, LLC | 350 | $10.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 350 | $10.0K | 0.01% | +350 | New |
| Beaird Harris Wealth Management, LLC | 356 | $10.2K | 0.00% | −848−70.4% | Reduced |
| PFG Private Wealth Management, LLC | 358 | $10.2K | 0.01% | −894−71.4% | Reduced |
| Evolution Advisers, Inc. | 421 | $12.0K | 0.01% | +23+5.8% | Added |
| Country Trust Bank | 439 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 465 | $13.3K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 523 | $14.0K | 0.02% | −1,361−72.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 503 | $14.4K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 545 | $15.6K | 0.00% | +545 | New |
| CSS LLC | 550 | $15.7K | 0.00% | −22,500−97.6% | Reduced |
| Ellevest, Inc. | 577 | $16.5K | 0.00% | −2,157−78.9% | Reduced |
| Perkins Coie Trust Co | 624 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 626 | $17.9K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 658 | $18.8K | 0.00% | +593+912.3% | Added |
| Financial Freedom, LLC | 659 | $18.8K | 0.01% | −24−3.5% | Reduced |
| TD Capital Management LLC | 681 | $19.5K | 0.00% | +506+289.1% | Added |
| PrairieView Partners, LLC | 727 | $20.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 690 | $20.0K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 700 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 700 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 711 | $20.3K | 0.01% | +600+540.5% | Added |
| Bellwether Advisors, LLC | 720 | $20.6K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 737 | $21.1K | 0.01% | −76−9.3% | Reduced |
| Legend Financial Advisors, Inc. | 756 | $21.6K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 760 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 775 | $22.2K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 772 | $22.6K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 800 | $22.9K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 821 | $23.0K | 0.02% | +6+0.7% | Added |
| Institutional & Family Asset Management, LLC | 841 | $24.1K | 0.00% | +42+5.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 859 | $24.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $24.9K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 872 | $24.9K | 0.01% | −4,155−82.7% | Reduced |
| Delos Wealth Advisors, LLC | 886 | $25.3K | 0.03% | −424−32.4% | Reduced |
| Kessler Investment Group, LLC | 900 | $25.7K | 0.02% | −400−30.8% | Reduced |
| Truvestments Capital LLC | 900 | $25.7K | 0.01% | −73−7.5% | Reduced |
| Castleview Partners, LLC | 984 | $28.1K | 0.02% | +984 | New |
| Core Wealth Advisors, Inc. | 991 | $28.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $28.6K | 0.02% | −300−23.1% | Reduced |
| Park Circle Co | 1,000 | $28.6K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,004 | $28.7K | 0.02% | −25−2.4% | Reduced |
| Mascoma Wealth Management LLC | 983 | $28.8K | 0.01% | −75−7.1% | Reduced |
| Ameliora Wealth Management Ltd. | 1,007 | $28.8K | 0.02% | −2,293−69.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,000 | $29.0K | 0.00% | +1,000 | New |
| Red Tortoise LLC | 1,018 | $29.1K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,072 | $30.7K | 0.02% | +1,072 | New |
| Ten Capital Wealth Advisors, LLC | 1,122 | $32.1K | 0.01% | +72+6.9% | Added |
| Tortoise Investment Management, LLC | 1,133 | $32.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,157 | $33.1K | 0.00% | +205+21.5% | Added |
| Private Ocean, LLC | 1,181 | $33.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $34.2K | 0.03% | – | – |
| Strategic Investment Solutions, Inc. | 1,200 | $34.3K | 0.01% | +1,200 | New |
| Kempen Capital Management N.V. | 1,202 | $34.4K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,214 | $34.7K | 0.00% | −12,518−91.2% | Reduced |
| Horan Securities, Inc. | 1,257 | $36.0K | 0.02% | −193−13.3% | Reduced |
| Roble, Belko & Company, Inc | 1,254 | $36.0K | 0.01% | −37−2.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,261 | $36.1K | 0.02% | +200+18.9% | Added |
| Twin Lakes Capital Management, LLC | 1,267 | $36.2K | 0.03% | +8+0.6% | Added |
| Highline Wealth Partners LLC | 1,272 | $36.4K | 0.02% | +1,091+602.8% | Added |