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, 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
- 2,664
- −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
- 1,220 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 | 3,620 | $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, 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 |
|---|---|---|---|---|---|
| NBW Capital LLC | 19,807 | $566.5K | 0.14% | +1,331+7.2% | Added |
| Benedetti & Gucer, Inc. | 19,905 | $569.0K | 0.33% | +8,885+80.6% | Added |
| Soltis Investment Advisors LLC | 19,907 | $569.4K | 0.07% | −343−1.7% | Reduced |
| Leisure Capital Management | 19,964 | $571.0K | 0.33% | −91−0.5% | Reduced |
| Accel Wealth Management | 19,973 | $571.2K | 0.23% | −1,004−4.8% | Reduced |
| Monetta Financial Services Inc | 20,000 | $572.0K | 0.61% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 20,083 | $574.4K | 0.63% | +3,233+19.2% | Added |
| Cyndeo Wealth Partners, LLC | 20,092 | $574.6K | 0.06% | +734+3.8% | Added |
| Caerus Investment Advisors, LLC | 20,100 | $574.9K | 0.66% | 00.0% | Unchanged |
| Adirondack Trust Co | 20,121 | $575.2K | 0.29% | −2,013−9.1% | Reduced |
| Green Harvest Asset Management LLC | 20,134 | $575.8K | 0.02% | −140−0.7% | Reduced |
| Close Asset Management Ltd | 20,200 | $577.0K | 0.03% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 20,172 | $577.0K | 0.09% | +5,766+40.0% | Added |
| HWG Holdings LP | 20,195 | $577.6K | 0.33% | −1,401−6.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 20,206 | $577.9K | 0.17% | −344−1.7% | Reduced |
| American National Bank | 20,208 | $577.9K | 0.11% | +3,051+17.8% | Added |
| DF Dent & Co Inc | 20,211 | $578.0K | 0.01% | −4,921−19.6% | Reduced |
| SlateStone Wealth, LLC | 20,241 | $579.0K | 0.12% | −2,006−9.0% | Reduced |
| Colonial Trust Co | 20,245 | $579.0K | 0.15% | +11,147+122.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 20,299 | $580.6K | 0.32% | +3,144+18.3% | Added |
| Aprio Wealth Management, LLC | 20,324 | $581.3K | 0.18% | +33+0.2% | Added |
| Howard Capital Management Group, LLC | 20,330 | $581.4K | 0.06% | 00.0% | Unchanged |
| CKW Financial Group | 20,497 | $586.0K | 0.10% | +254+1.3% | Added |
| Allegheny Financial Group LTD | 20,507 | $586.5K | 0.24% | +51+0.2% | Added |
| Wealth Advisors, Inc. | 20,438 | $586.8K | 0.28% | −86−0.4% | Reduced |
| Vance Wealth, Inc. | 20,552 | $587.8K | 0.32% | +7,205+54.0% | Added |
| Baystate Wealth Management LLC | 20,570 | $588.3K | 0.05% | −1,364−6.2% | Reduced |
| AIMZ Investment Advisors, LLC | 20,614 | $589.6K | 0.26% | −100−0.5% | Reduced |
| Westmount Partners, LLC | 20,616 | $589.6K | 0.27% | −311−1.5% | Reduced |
| FourThought Financial Partners, LLC | 20,616 | $589.6K | 0.08% | −7,589−26.9% | Reduced |
| AIA Group Ltd | 20,629 | $590.0K | 0.03% | −544−2.6% | Reduced |
| Barrett & Company, Inc. | 20,633 | $590.1K | 0.38% | +407+2.0% | Added |
| AdvisorNet Financial, Inc | 20,759 | $593.7K | 0.05% | +1,524+7.9% | Added |
| Confluence Investment Management LLC | 20,789 | $594.6K | 0.01% | +20,789 | New |
| Barber Financial Group, Inc. | 20,837 | $595.9K | 0.11% | +60.0% | Added |
| LifePro Asset Management | 17,999 | $596.1K | 0.43% | 00.0% | Unchanged |
| Bank Hapoalim BM | 20,881 | $597.0K | 0.08% | +13,880+198.3% | Added |
| Citizens National Bank Trust Department | 20,920 | $598.3K | 0.17% | −75−0.4% | Reduced |
| Eqis Capital Management, Inc. | 20,936 | $598.8K | 0.07% | −2,396−10.3% | Reduced |
| Raleigh Capital Management Inc. | 20,968 | $599.7K | 0.30% | +1,823+9.5% | Added |
| Congress Asset Management Co | 20,969 | $599.7K | 0.01% | −645−3.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 20,976 | $599.9K | 0.31% | +3,245+18.3% | Added |
| Valmark Advisers, Inc. | 20,992 | $600.4K | 0.01% | −88−0.4% | Reduced |
| First Pacific Advisors, LP | 21,000 | $600.6K | 0.01% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 21,073 | $602.7K | 0.33% | −18,615−46.9% | Reduced |
| Waterfront Wealth Inc. | 21,167 | $605.4K | 0.20% | −180−0.8% | Reduced |
| JNBA Financial Advisors | 21,233 | $607.3K | 0.08% | +346+1.7% | Added |
| Private Portfolio Partners LLC | 21,242 | $607.5K | 0.16% | +1,132+5.6% | Added |
| Prestige Wealth Management Group LLC | 21,258 | $608.0K | 0.15% | −135−0.6% | Reduced |
| LMG Wealth Partners, LLC | 21,324 | $609.9K | 0.20% | +566+2.7% | Added |
| PBMares Wealth Management LLC | 21,346 | $610.5K | 0.23% | −776−3.5% | Reduced |
| Annex Advisory Services, LLC | 21,353 | $610.7K | 0.03% | −280,295−92.9% | Reduced |
| Moloney Securities Asset Management, LLC | 21,401 | $612.1K | 0.11% | +454+2.2% | Added |
| Trust Co of Virginia | 21,405 | $612.2K | 0.07% | +957+4.7% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $613.2K | 0.31% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 21,476 | $614.2K | 0.10% | −84−0.4% | Reduced |
| Bank of Stockton | 21,523 | $615.6K | 0.21% | +21,523 | New |
| Old Port Advisors | 21,447 | $615.7K | 0.22% | −987−4.4% | Reduced |
| Northern Financial Advisors Inc | 21,585 | $617.3K | 0.58% | +21,585 | New |
| Voya Financial Advisors, Inc. | 21,979 | $622.0K | 0.08% | +11,268+105.2% | Added |
| Marshall Financial Group LLC | 21,761 | $622.4K | 0.22% | +500+2.4% | Added |
| Hilltop Holdings Inc. | 21,825 | $624.0K | 0.08% | −39,629−64.5% | Reduced |
| Concord Wealth Partners | 21,860 | $625.2K | 0.18% | +1,487+7.3% | Added |
| Eudaimonia Advisors LLC | 21,871 | $625.5K | 0.42% | −1,293−5.6% | Reduced |
| Ellsworth Advisors, LLC | 21,914 | $626.7K | 0.22% | +21,914 | New |
| Richard W. Paul & Associates, LLC | 21,921 | $626.9K | 0.29% | +647+3.0% | Added |
| 180 Wealth Advisors, LLC | 21,978 | $628.6K | 0.15% | +1,826+9.1% | Added |
| Integrated Investment Consultants, LLC | 21,995 | $629.1K | 0.20% | +11,999+120.0% | Added |
| LBMC Investment Advisors, LLC | 22,007 | $629.4K | 0.06% | −248−1.1% | Reduced |
| Wayfinding Financial, LLC | 22,072 | $631.0K | 0.48% | +2,040+10.2% | Added |
| Allie Family Office LLC | 70,390 | $632.4K | 0.47% | +51,000+263.0% | Added |
| Briggs Advisory Group, Inc. | 22,132 | $633.0K | 0.38% | +10.0% | Added |
| Callan Capital, LLC | 22,171 | $634.1K | 0.07% | +501+2.3% | Added |
| Chiron Capital Management, LLC | 22,197 | $634.8K | 0.44% | +15,720+242.7% | Added |
| Accurate Wealth Management, LLC | 22,822 | $637.6K | 0.22% | +3,428+17.7% | Added |
| Beacon Financial Advisory LLC | 22,298 | $637.7K | 0.41% | +1,200+5.7% | Added |
| Wendell David Associates Inc | 22,318 | $638.0K | 0.08% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 22,321 | $638.4K | 0.20% | +14,272+177.3% | Added |
| Callan Family Office, LLC | 22,333 | $638.7K | 0.15% | +22,333 | New |
| Miracle Mile Advisors, LLC | 22,366 | $639.7K | 0.02% | −53−0.2% | Reduced |
| Auto-Owners Insurance Co | 22,373 | $639.9K | 0.02% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 22,384 | $640.1K | 0.50% | −3,840−14.6% | Reduced |
| New Hampshire Trust | 22,402 | $640.7K | 0.17% | −100−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,412 | $641.0K | 0.07% | −3,589−13.8% | Reduced |
| Wealth Alliance | 22,419 | $641.2K | 0.10% | +3,609+19.2% | Added |
| Liberty Wealth Management LLC | 22,473 | $641.5K | 0.13% | +22,473 | New |
| Houlihan Financial Resource Group, Ltd. | 22,460 | $642.0K | 0.35% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 22,536 | $644.5K | 0.50% | +22,536 | New |
| Glassman Wealth Services | 22,627 | $647.1K | 0.11% | −1,452−6.0% | Reduced |
| Arlington Partners LLC | 22,710 | $649.5K | 0.09% | +711+3.2% | Added |
| Curbstone Financial Management Corp | 22,742 | $650.4K | 0.16% | +3,186+16.3% | Added |
| Sentinel Trust Co Lba | 22,848 | $653.0K | 0.09% | −29−0.1% | Reduced |
| Everhart Financial Group, Inc. | 22,890 | $654.7K | 0.29% | −2,291−9.1% | Reduced |
| Greenline Partners, LLC | 22,905 | $655.1K | 0.12% | +11,494+100.7% | Added |
| Cypress Asset Management Inc | 22,992 | $657.6K | 0.23% | +1,470+6.8% | Added |
| Bartlett & Co. LLC | 23,019 | $658.0K | 0.01% | −50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 23,019 | $658.3K | 0.01% | −50.0% | Reduced |
| Legacy Financial Advisors, Inc. | 23,049 | $659.2K | 0.13% | +1,671+7.8% | Added |
| Relative Value Partners Group, LLC | 23,139 | $661.8K | 0.05% | −5,457−19.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 23,142 | $661.9K | 0.10% | −107−0.5% | Reduced |