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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| Potomac Capital Management, Inc. | 27,080 | $774.5K | 0.95% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 27,088 | $774.7K | 0.28% | +290+1.1% | Added |
| Journey Strategic Wealth LLC | 27,247 | $779.2K | 0.08% | −3,780−12.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,310 | $781.1K | 0.09% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 27,392 | $783.0K | 0.27% | +11,438+71.7% | Added |
| Seven Eight Capital, LP | 27,499 | $786.5K | 0.16% | −44,598−61.9% | Reduced |
| Worth Financial Advisory Group, LLC | 27,529 | $787.3K | 0.75% | +4,355+18.8% | Added |
| Cipher Capital LP | 27,607 | $789.6K | 0.15% | −51,649−65.2% | Reduced |
| Shepherd Financial Partners LLC | 27,623 | $790.0K | 0.13% | +22+0.1% | Added |
| Michael B. Yongue | 27,640 | $790.5K | 0.75% | −2,260−7.6% | Reduced |
| First Foundation Advisors | 27,687 | $791.8K | 0.04% | −454−1.6% | Reduced |
| Personal Cfo Solutions, LLC | 27,732 | $793.1K | 0.16% | +130.0% | Added |
| Arjuna Capital | 27,788 | $794.7K | 0.31% | −803−2.8% | Reduced |
| Foster & Motley Inc | 27,787 | $795.0K | 0.06% | −4,234−13.2% | Reduced |
| Daymark Wealth Partners, LLC | 27,872 | $797.1K | 0.11% | +120+0.4% | Added |
| Bryn Mawr Trust Co | 27,903 | $798.0K | 0.04% | −1,170−4.0% | Reduced |
| Horizon Wealth Management, LLC | 28,029 | $801.6K | 0.60% | +18,275+187.4% | Added |
| Buckhead Capital Management LLC | 28,202 | $806.6K | 0.19% | −314−1.1% | Reduced |
| Evoke Wealth, LLC | 28,339 | $810.5K | 0.03% | +866+3.2% | Added |
| Johnson & White Wealth Management, LLC | 28,366 | $811.0K | 0.72% | +28,366 | New |
| Quent Capital, LLC | 28,370 | $811.2K | 0.14% | +1,081+4.0% | Added |
| Wealth Architects, LLC | 28,554 | $816.6K | 0.14% | +175+0.6% | Added |
| Monterey Private Wealth, Inc. | 28,680 | $820.2K | 0.42% | −2,709−8.6% | Reduced |
| Mather Group, LLC. | 28,691 | $820.6K | 0.01% | −24,065−45.6% | Reduced |
| Main Street Financial Solutions, LLC | 28,700 | $820.8K | 0.12% | +865+3.1% | Added |
| Lowe Brockenbrough & Co Inc | 28,814 | $824.1K | 0.07% | +629+2.2% | Added |
| Weik Capital Management | 28,855 | $825.0K | 0.38% | +250+0.9% | Added |
| Spirit of America Management Corp | 28,850 | $825.1K | 0.18% | −2,000−6.5% | Reduced |
| Winthrop Advisory Group LLC | 28,891 | $826.3K | 0.15% | +1,011+3.6% | Added |
| Financial Advocates Investment Management | 28,964 | $828.4K | 0.06% | +1,354+4.9% | Added |
| NBT Bank N A | 28,991 | $829.1K | 0.12% | −710−2.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 29,032 | $830.3K | 0.65% | +2,209+8.2% | Added |
| Covenant Asset Management, LLC | 29,050 | $830.8K | 0.27% | −136−0.5% | Reduced |
| Oder Investment Management, LLC | 29,170 | $834.3K | 0.98% | +140+0.5% | Added |
| Ullmann Financial Group, Inc. | 29,270 | $837.1K | 0.19% | −801−2.7% | Reduced |
| Titleist Asset Management, LLC | 29,348 | $839.4K | 0.18% | +29,348 | New |
| Cypress Capital Group | 29,385 | $840.4K | 0.13% | −1,040−3.4% | Reduced |
| PDT Partners, LLC | 29,466 | $842.7K | 0.11% | +13,052+79.5% | Added |
| Summit Financial, LLC | 29,479 | $843.1K | 0.07% | −3,631−11.0% | Reduced |
| Axxcess Wealth Management, LLC | 29,563 | $845.5K | 0.07% | −12,093−29.0% | Reduced |
| Paradigm Financial Partners, LLC | 29,574 | $845.8K | 0.23% | +876+3.1% | Added |
| Perpetual Ltd | 29,600 | $846.6K | 0.01% | +29,600 | New |
| Chesapeake Wealth Management | 29,607 | $846.8K | 0.35% | +600+2.1% | Added |
| First PREMIER Bank | 29,762 | $850.0K | 0.25% | +6,422+27.5% | Added |
| StoneX Group Inc. | 29,730 | $850.3K | 0.09% | −3,730−11.1% | Reduced |
| ASB Consultores, LLC | 29,738 | $850.5K | 0.34% | −1,692−5.4% | Reduced |
| Kovack Advisors, Inc. | 29,916 | $855.6K | 0.12% | −1,380−4.4% | Reduced |
| Nicholas Investment Partners, LP | 30,000 | $858.0K | 0.07% | −286,118−90.5% | Reduced |
| Odey Asset Management Group Ltd | 30,000 | $858.0K | 0.22% | −20,000−40.0% | Reduced |
| Canal Insurance CO | 30,000 | $858.0K | 0.23% | −10,100−25.2% | Reduced |
| S.A. Mason LLC | 30,044 | $859.3K | 0.62% | −2,243−6.9% | Reduced |
| New Millennium Group LLC | 30,056 | $859.6K | 0.86% | −22,722−43.1% | Reduced |
| Abundance Wealth Counselors | 30,082 | $860.0K | 0.22% | −6,378−17.5% | Reduced |
| Sterling Investment Counsel, LLC | 30,071 | $860.0K | 0.51% | +4,901+19.5% | Added |
| Beacon Investment Advisory Services, Inc. | 30,157 | $862.5K | 0.04% | −39−0.1% | Reduced |
| Physicians Financial Services, Inc. | 30,286 | $866.0K | 0.37% | 00.0% | Unchanged |
| McLean Asset Management Corp | 30,289 | $866.3K | 0.36% | −1,631−5.1% | Reduced |
| Highlander Capital Management, LLC | 30,344 | $868.0K | 0.42% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 30,411 | $869.7K | 0.45% | −22,857−42.9% | Reduced |
| Cornerstone Advisory, LLC | 30,467 | $871.4K | 0.16% | +1,850+6.5% | Added |
| Benedict Financial Advisors Inc | 30,604 | $875.3K | 0.25% | +7,478+32.3% | Added |
| Washington Capital Management Inc | 30,685 | $877.6K | 0.78% | −45−0.1% | Reduced |
| NCM Capital Management, LLC | 30,705 | $878.0K | 0.66% | −50−0.2% | Reduced |
| Cubic Asset Management, LLC | 30,737 | $879.1K | 0.25% | −252−0.8% | Reduced |
| Kidder Stephen W | 30,765 | $879.9K | 0.31% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 30,887 | $883.4K | 0.43% | −25,308−45.0% | Reduced |
| MCF Advisors LLC | 30,899 | $883.7K | 0.08% | +1,064+3.6% | Added |
| MSD Partners, L.P. | 30,916 | $884.2K | 0.09% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 31,063 | $888.4K | 0.02% | −163−0.5% | Reduced |
| Continuum Advisory, LLC | 31,281 | $894.6K | 0.15% | +8,435+36.9% | Added |
| Wealth Effects LLC | 31,295 | $895.0K | 0.46% | −596−1.9% | Reduced |
| Machina Capital S.A.S. | 31,300 | $895.2K | 0.79% | +31,300 | New |
| Montchanin Asset Management, LLC | 31,370 | $897.0K | 1.14% | −11,000−26.0% | Reduced |
| PFG Advisors | 31,399 | $898.0K | 0.08% | +100.0% | Added |
| Founders Financial Alliance, LLC | 31,181 | $898.1K | 0.45% | −125−0.4% | Reduced |
| Twin Focus Capital Partners, LLC | 31,403 | $898.1K | 0.18% | +12,399+65.2% | Added |
| Waycross Partners, LLC | 31,500 | $900.9K | 0.26% | +1,500+5.0% | Added |
| Paragon Financial Partners, Inc. | 31,565 | $902.7K | 0.95% | +136+0.4% | Added |
| Iams Wealth Management, LLC | 31,731 | $903.1K | 0.75% | +15,373+94.0% | Added |
| Wambolt & Associates, LLC | 31,639 | $904.6K | 0.32% | −1,717−5.1% | Reduced |
| Coppell Advisory Solutions LLC | 31,914 | $908.3K | 0.31% | +10,076+46.1% | Added |
| Coppell Advisory Solutions Corp. | 31,914 | $908.3K | 0.31% | +10,076+46.1% | Added |
| GFG Capital, LLC | 29,919 | $914.5K | 0.21% | +2,308+8.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,007 | $915.4K | 0.01% | +32,007 | New |
| Alpha Omega Wealth Management LLC | 32,052 | $916.7K | 0.16% | +580+1.8% | Added |
| BLB&B Advisors, LLC | 32,165 | $919.9K | 0.07% | −1,548−4.6% | Reduced |
| FinTrust Capital Advisors, LLC | 27,928 | $925.0K | 0.22% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 32,414 | $927.0K | 0.19% | +9,066+38.8% | Added |
| Aurora Private Wealth, Inc. | 32,464 | $928.0K | 0.99% | +85+0.3% | Added |
| Full Sail Capital, LLC | 32,528 | $930.3K | 0.08% | +228+0.7% | Added |
| Wrapmanager Inc | 32,617 | $932.8K | 0.29% | +996+3.1% | Added |
| Connecticut Wealth Management, LLC | 32,659 | $934.0K | 0.07% | −2,602−7.4% | Reduced |
| Good Life Advisors, LLC | 32,661 | $934.1K | 0.12% | +730+2.3% | Added |
| Rosenbaum Jay D. | 32,670 | $934.4K | 1.72% | +1,922+6.3% | Added |
| First National Bank Sioux Falls | 32,683 | $934.7K | 0.65% | −2,300−6.6% | Reduced |
| Apriem Advisors | 32,704 | $935.3K | 0.15% | +2,916+9.8% | Added |
| Tobam | 32,715 | $936.0K | 0.06% | −1,159−3.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,078 | $946.0K | 0.04% | −3,362−9.2% | Reduced |
| Welch Group, LLC | 33,157 | $948.3K | 0.06% | −45,871−58.0% | Reduced |
| Oakworth Capital, Inc. | 33,199 | $949.5K | 0.08% | +5,850+21.4% | Added |