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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 23,173 | $662.7K | 1.23% | +23,173 | New |
| Clearview Wealth Advisors LLC | 23,184 | $663.1K | 0.67% | −10,307−30.8% | Reduced |
| BTC Capital Management, Inc. | 23,200 | $663.5K | 0.08% | −5,824−20.1% | Reduced |
| Delta Financial Group, Inc. | 23,208 | $664.0K | 0.26% | +88+0.4% | Added |
| Avidian Wealth Solutions, LLC | 23,226 | $664.2K | 0.04% | +1,131+5.1% | Added |
| Naples Global Advisors, LLC | 23,230 | $664.4K | 0.08% | −71−0.3% | Reduced |
| Black Diamond Financial, LLC | 23,260 | $665.2K | 0.22% | +1,942+9.1% | Added |
| Unionview, LLC | 23,266 | $665.4K | 0.62% | −971−4.0% | Reduced |
| Canvas Wealth Advisors, LLC | 23,065 | $666.3K | 0.28% | +375+1.7% | Added |
| Garrison Point Advisors, LLC | 23,310 | $666.7K | 0.50% | +352+1.5% | Added |
| TCI Wealth Advisors, Inc. | 23,387 | $668.9K | 0.09% | −1,656−6.6% | Reduced |
| Hamilton Capital Partners Inc. | 23,400 | $669.2K | 0.24% | +23,400 | New |
| Allstate Corp | 23,411 | $669.6K | 0.05% | −297,698−92.7% | Reduced |
| Bank of Hawaii | 23,464 | $671.1K | 0.04% | −11,061−32.0% | Reduced |
| Altfest L J & Co Inc | 23,505 | $672.0K | 0.11% | +2,416+11.5% | Added |
| Private Capital Management, LLC | 23,515 | $672.5K | 0.08% | +6,000+34.3% | Added |
| Wellspring Financial Advisors, LLC | 23,521 | $672.7K | 0.20% | +17,221+273.3% | Added |
| Old North State Trust, LLC | 23,584 | $675.0K | 0.47% | +420+1.8% | Added |
| Deseret Mutual Benefit Administrators | 23,651 | $676.4K | 0.27% | +1,556+7.0% | Added |
| EverSource Wealth Advisors, LLC | 23,667 | $676.9K | 0.08% | +1,306+5.8% | Added |
| Field & Main Bank | 23,730 | $678.4K | 0.40% | +600+2.6% | Added |
| X-Square Capital, LLC | 23,734 | $679.0K | 0.40% | −3,487−12.8% | Reduced |
| TLWM | 23,754 | $679.4K | 0.22% | +21+0.1% | Added |
| First National Bank of Omaha | 23,770 | $679.8K | 0.04% | −300−1.2% | Reduced |
| West Paces Advisors Inc. | 23,790 | $680.4K | 0.21% | +66+0.3% | Added |
| Berkeley Capital Partners, LLC | 23,816 | $681.1K | 0.25% | +2,663+12.6% | Added |
| Nations Financial Group Inc, | 23,826 | $681.5K | 0.07% | +69+0.3% | Added |
| High Net Worth Advisory Group LLC | 23,835 | $681.7K | 0.28% | +1,673+7.5% | Added |
| Hartford Funds Management Co LLC | 23,875 | $682.9K | 0.07% | +3,275+15.9% | Added |
| Palumbo Wealth Management LLC | 24,019 | $687.0K | 0.46% | +674+2.9% | Added |
| Next Level Private LLC | 24,087 | $688.9K | 0.54% | −631−2.6% | Reduced |
| Hedges Asset Management LLC | 24,100 | $689.3K | 0.58% | +1,800+8.1% | Added |
| LexAurum Advisors, LLC | 24,179 | $691.5K | 0.23% | +797+3.4% | Added |
| Acropolis Investment Management, LLC | 24,217 | $692.6K | 0.06% | −32−0.1% | Reduced |
| Arbor Investment Advisors, LLC | 24,255 | $693.7K | 0.13% | +50.0% | Added |
| C2C Wealth Management, LLC | 24,411 | $695.1K | 0.11% | +4,654+23.6% | Added |
| SPC Financial, Inc. | 24,307 | $695.2K | 0.08% | +1,842+8.2% | Added |
| Citadel Investment Advisory, Inc. | 24,365 | $697.0K | 0.47% | −1,235−4.8% | Reduced |
| Venturi Wealth Management, LLC | 24,394 | $697.7K | 0.06% | −390−1.6% | Reduced |
| Drive Wealth Management, LLC | 24,399 | $697.8K | 0.29% | +1,889+8.4% | Added |
| Bridgewater Advisors Inc. | 24,400 | $697.9K | 0.15% | +70+0.3% | Added |
| Verity & Verity, LLC | 24,403 | $697.9K | 0.09% | +200+0.8% | Added |
| Phoenix Holdings Ltd. | 24,184 | $698.3K | 0.02% | −92,012−79.2% | Reduced |
| Peoples Financial Services Corp. | 24,452 | $699.1K | 0.33% | −129−0.5% | Reduced |
| Intrepid Financial Planning Group LLC | 24,526 | $701.4K | 0.35% | +30.0% | Added |
| Mairs & Power Inc | 24,683 | $705.9K | 0.01% | +3,000+13.8% | Added |
| Eudaimonia Partners, LLC | 24,699 | $706.4K | 0.17% | −1,779−6.7% | Reduced |
| Capital Management Associates | 24,724 | $707.1K | 1.07% | −3,518−12.5% | Reduced |
| Perennial Investment Advisors, LLC | 24,756 | $708.0K | 0.13% | +4,072+19.7% | Added |
| Keudell/Morrison Wealth Management | 24,839 | $710.4K | 0.21% | −2,724−9.9% | Reduced |
| Harbor Advisory Corp | 24,845 | $710.6K | 0.27% | +2,368+10.5% | Added |
| Rappaport Reiches Capital Management, LLC | 24,884 | $711.7K | 0.32% | −60.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 24,915 | $712.6K | 0.14% | +4,667+23.0% | Added |
| Navalign, LLC | 24,951 | $713.6K | 0.30% | +1,370+5.8% | Added |
| Patient Capital Management, LLC | 25,000 | $715.0K | 0.32% | 00.0% | Unchanged |
| Denali Advisors LLC | 25,000 | $715.0K | 0.30% | +2,400+10.6% | Added |
| Paloma Partners Management Co | 25,078 | $717.2K | 0.16% | +25,078 | New |
| Advisory Alpha, LLC | 25,089 | $717.5K | 0.05% | +754+3.1% | Added |
| Independent Investors Inc | 25,130 | $718.7K | 0.18% | +490+2.0% | Added |
| Agf Management Ltd | 25,154 | $719.4K | 0.00% | +90.0% | Added |
| Sippican Capital Advisors | 25,170 | $719.9K | 0.69% | +682+2.8% | Added |
| Prelude Capital Management, LLC | 25,188 | $720.4K | 0.05% | −4,241−14.4% | Reduced |
| Norris Financial Group, LLC | 25,316 | $724.0K | 0.53% | +860+3.5% | Added |
| Summitry LLC | 25,326 | $724.3K | 0.05% | −4,955−16.4% | Reduced |
| Balboa Wealth Partners | 25,394 | $726.3K | 0.27% | +25,394 | New |
| Gradient Capital Advisors, LLC | 25,403 | $726.5K | 0.31% | −178−0.7% | Reduced |
| Accredited Investors Inc. | 25,454 | $728.0K | 0.06% | −10,325−28.9% | Reduced |
| Congress Park Capital LLC | 25,470 | $728.4K | 0.43% | −23,625−48.1% | Reduced |
| RW Investment Management LLC | 25,489 | $729.0K | 0.20% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 25,503 | $729.0K | 0.31% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 25,401 | $729.3K | 0.52% | −568−2.2% | Reduced |
| Vectors Research Management, LLC | 25,539 | $730.0K | 0.19% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 25,572 | $731.4K | 0.33% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 25,587 | $731.8K | 0.14% | +25,587 | New |
| HNP Capital LLC | 25,589 | $731.8K | 0.20% | +50+0.2% | Added |
| Miramar Capital, LLC | 25,872 | $739.9K | 0.19% | −5,458−17.4% | Reduced |
| Clear Street Markets LLC | 25,890 | $740.0K | 0.21% | +9,673+59.6% | Added |
| Breakwater Capital Group | 25,878 | $740.1K | 0.31% | +3,833+17.4% | Added |
| Van Cleef Asset Management,Inc | 25,886 | $740.3K | 0.12% | +4,796+22.7% | Added |
| Lawson Kroeker Investment Management Inc | 25,934 | $741.7K | 0.17% | +25,934 | New |
| Fidelis Capital Partners, LLC | 26,783 | $742.2K | 0.32% | +26,783 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $744.0K | 0.48% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 26,100 | $746.5K | 0.50% | +26,100 | New |
| Cassaday & Co Wealth Management LLC | 26,138 | $747.5K | 0.03% | −210−0.8% | Reduced |
| Community Bank, N.A. | 26,153 | $747.7K | 0.10% | −9,790−27.2% | Reduced |
| Pathway Financial Advisers, LLC | 26,246 | $750.8K | 0.30% | +1,598+6.5% | Added |
| LVW Advisors, LLC | 26,267 | $751.2K | 0.15% | −797−2.9% | Reduced |
| Pure Financial Advisors, Inc. | 26,286 | $751.8K | 0.03% | +12,328+88.3% | Added |
| Rossmore Private Capital | 26,317 | $752.7K | 0.12% | −714−2.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,361 | $753.9K | 0.47% | −153−0.6% | Reduced |
| First Command Bank | 26,365 | $754.0K | 0.08% | −733−2.7% | Reduced |
| First Command Financial Services, Inc. | 26,365 | $754.0K | 0.08% | −733−2.7% | Reduced |
| Peoples Bank | 26,574 | $760.0K | 0.49% | −1,463−5.2% | Reduced |
| Curi Capital | 26,674 | $762.9K | 0.11% | −1,157−4.2% | Reduced |
| Aspire Private Capital, LLC | 26,761 | $765.4K | 0.25% | −710−2.6% | Reduced |
| Insigneo Advisory Services, LLC | 27,004 | $769.8K | 0.25% | −8,598−24.2% | Reduced |
| Sawgrass Asset Management LLC | 26,919 | $769.9K | 0.10% | −926−3.3% | Reduced |
| Greenwich Wealth Management LLC | 26,964 | $771.0K | 0.08% | −27−0.1% | Reduced |
| Eastern Bank | 26,967 | $771.3K | 0.04% | −2,659−9.0% | Reduced |
| Parsec Financial Management, Inc. | 27,071 | $774.2K | 0.03% | −1,315−4.6% | Reduced |