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 |
|---|---|---|---|---|---|
| Cape Ann Savings Bank | 33,294 | $952.2K | 0.67% | +1,219+3.8% | Added |
| Journey Advisory Group, LLC | 33,396 | $955.1K | 0.15% | −1,300−3.7% | Reduced |
| Dorchester Wealth Management Co | 33,563 | $959.9K | 0.20% | +6,970+26.2% | Added |
| London Co of Virginia | 33,874 | $968.8K | 0.01% | −308−0.9% | Reduced |
| Boston Trust Walden Corp | 34,117 | $975.7K | 0.01% | −9,200−21.2% | Reduced |
| Geneos Wealth Management Inc. | 34,155 | $976.8K | 0.06% | +7,685+29.0% | Added |
| Aspen Investment Management Inc | 34,161 | $977.0K | 0.62% | −1,080−3.1% | Reduced |
| Court Place Advisors, LLC | 34,236 | $979.1K | 0.35% | −11,372−24.9% | Reduced |
| Samalin Investment Counsel, LLC | 34,264 | $979.9K | 0.59% | +5,463+19.0% | Added |
| Intrinsic Value Partners, LLC | 34,353 | $982.5K | 1.33% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 34,415 | $984.3K | 0.11% | −47,506−58.0% | Reduced |
| Ballast, Inc. | 34,423 | $984.5K | 0.40% | +1,110+3.3% | Added |
| Centennial Bank | 34,430 | $984.7K | 0.64% | −5,356−13.5% | Reduced |
| Continental Advisors LLC | 34,438 | $984.9K | 0.91% | 00.0% | Unchanged |
| Optas, LLC | 34,454 | $985.4K | 0.35% | +7,898+29.7% | Added |
| Alps Advisors Inc | 34,513 | $987.1K | 0.01% | −8,616−20.0% | Reduced |
| waypoint wealth counsel | 34,725 | $993.1K | 0.77% | +841+2.5% | Added |
| Pasadena Private Wealth, LLC | 34,797 | $995.2K | 0.29% | +341+1.0% | Added |
| Orion Capital Management LLC | 34,980 | $1.00M | 0.67% | −534−1.5% | Reduced |
| Woodward Diversified Capital, LLC | 34,995 | $1.00M | 0.79% | +244+0.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 35,171 | $1.01M | 0.63% | −836−2.3% | Reduced |
| SignalPoint Asset Management, LLC | 35,325 | $1.01M | 0.33% | −141−0.4% | Reduced |
| Change Path, LLC | 35,395 | $1.01M | 0.05% | +1,363+4.0% | Added |
| Buttonwood Financial Advisors Inc. | 35,541 | $1.02M | 0.79% | −67−0.2% | Reduced |
| Freedom Day Solutions, LLC | 35,679 | $1.02M | 0.48% | −2,300−6.1% | Reduced |
| Ropes Wealth Advisors LLC | 35,781 | $1.02M | 0.19% | −2,966−7.7% | Reduced |
| Sargent Investment Group, LLC | 35,805 | $1.02M | 0.27% | +2,869+8.7% | Added |
| BFSG, LLC | 35,840 | $1.02M | 0.19% | +6,155+20.7% | Added |
| GYL Financial Synergies, LLC | 35,851 | $1.03M | 0.12% | +17,622+96.7% | Added |
| Fee-Only Financial Planning, L.C. | 35,917 | $1.03M | 0.83% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 35,950 | $1.03M | 0.08% | −5,600−13.5% | Reduced |
| Financial Architects, Inc | 35,997 | $1.03M | 0.17% | −1,012−2.7% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.03M | 0.22% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 36,019 | $1.03M | 0.06% | −17,021−32.1% | Reduced |
| David Loasby | 37,008 | $1.03M | 0.12% | +8,726+30.9% | Added |
| Coastwise Capital Group, LLC | 36,113 | $1.03M | 1.18% | +7,365+25.6% | Added |
| Princeton Capital Management LLC | 36,148 | $1.03M | 0.44% | −1,061−2.9% | Reduced |
| Proficio Capital Partners LLC | 36,165 | $1.03M | 0.16% | −9,383−20.6% | Reduced |
| Armstrong Advisory Group, Inc | 36,169 | $1.03M | 0.12% | −1,265−3.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.04M | 0.32% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 36,518 | $1.04M | 0.77% | +4,728+14.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 36,401 | $1.04M | 0.17% | −12,466−25.5% | Reduced |
| Wealth Management Associates, Inc. | 36,434 | $1.04M | 0.64% | +60+0.2% | Added |
| Balentine LLC | 36,572 | $1.05M | 0.04% | −28,606−43.9% | Reduced |
| Jupiter Wealth Management LLC | 36,600 | $1.05M | 0.96% | +16,600+83.0% | Added |
| Shay Capital LLC | 36,800 | $1.05M | 0.44% | +36,800 | New |
| Mill Capital Management, LLC | 37,001 | $1.06M | 0.11% | +2,596+7.5% | Added |
| Parisi Gray Wealth Management | 37,151 | $1.06M | 0.66% | +1,828+5.2% | Added |
| NorthRock Partners, LLC | 37,166 | $1.06M | 0.11% | −15,744−29.8% | Reduced |
| US Asset Management LLC | 37,154 | $1.06M | 1.09% | −229−0.6% | Reduced |
| Wedmont Private Capital | 38,113 | $1.06M | 0.14% | +7,449+24.3% | Added |
| West Branch Capital LLC | 37,279 | $1.07M | 0.59% | −2,247−5.7% | Reduced |
| Rehmann Capital Advisory Group | 37,280 | $1.07M | 0.10% | +3,656+10.9% | Added |
| IFG Advisory, LLC | 37,288 | $1.07M | 0.10% | +2,999+8.7% | Added |
| Royal Fund Management, LLC | 37,352 | $1.07M | 0.16% | +28,974+345.8% | Added |
| Pegasus Partners Ltd. | 37,391 | $1.07M | 0.17% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 37,503 | $1.07M | 0.50% | +233+0.6% | Added |
| Corundum Group, Inc. | 37,587 | $1.07M | 0.51% | +12,110+47.5% | Added |
| Nicholas Hoffman & Company, LLC. | 37,592 | $1.08M | 0.10% | +1,761+4.9% | Added |
| M&R Capital Management Inc | 37,645 | $1.08M | 0.30% | +488+1.3% | Added |
| Millennium Capital Advisors, LLC | 37,679 | $1.08M | 0.96% | +1,814+5.1% | Added |
| Kiley Juergens Wealth Management, LLC | 37,724 | $1.08M | 0.40% | +1,555+4.3% | Added |
| Burney Co | 37,804 | $1.08M | 0.05% | −2,804−6.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 37,908 | $1.08M | 0.27% | +326+0.9% | Added |
| Quadrant Private Wealth Management, LLC | 37,956 | $1.09M | 0.34% | −1,398−3.6% | Reduced |
| RMB Capital Management, LLC | 38,003 | $1.09M | 0.04% | +6,828+21.9% | Added |
| Marcum Wealth, LLC | 38,034 | $1.09M | 0.14% | −1,262−3.2% | Reduced |
| Buckley Wealth Management, LLC | 38,038 | $1.09M | 0.40% | −220−0.6% | Reduced |
| Dohj, LLC | 38,066 | $1.09M | 0.55% | +1,368+3.7% | Added |
| Schear Investment Advisers, LLC | 38,200 | $1.09M | 1.31% | +199+0.5% | Added |
| Clear Harbor Asset Management, LLC | 38,307 | $1.10M | 0.11% | +3,201+9.1% | Added |
| Aigen Investment Management, LP | 38,346 | $1.10M | 0.15% | +38,346 | New |
| First National Bank & Trust Co of Newtown | 38,406 | $1.10M | 0.24% | −2,700−6.6% | Reduced |
| Cornerstone Wealth Management, LLC | 38,466 | $1.10M | 0.11% | +38,466 | New |
| Mosaic Family Wealth Partners, LLC | 38,479 | $1.10M | 0.23% | +80.0% | Added |
| Parkside Investments, LLC | 38,500 | $1.10M | 0.21% | +2,000+5.5% | Added |
| Roman Butler Fullerton & Co | 38,236 | $1.10M | 0.55% | +4,342+12.8% | Added |
| Annandale Capital, LLC | 38,557 | $1.10M | 0.35% | +10.0% | Added |
| Curated Wealth Partners LLC | 38,611 | $1.10M | 0.25% | +591+1.6% | Added |
| Stoneridge Investment Partners LLC | 38,820 | $1.11M | 0.59% | +38,820 | New |
| MONECO Advisors, LLC | 38,942 | $1.11M | 0.33% | +4,882+14.3% | Added |
| Biltmore Family Office, LLC | 38,979 | $1.11M | 0.23% | +305+0.8% | Added |
| Pinnacle Holdings, LLC | 39,020 | $1.12M | 0.52% | +3,272+9.2% | Added |
| Thomas White International Ltd | 39,031 | $1.12M | 0.24% | −150−0.4% | Reduced |
| Cowa, LLC | 39,048 | $1.12M | 0.91% | +1,270+3.4% | Added |
| Mitchell Sinkler & Starr | 39,255 | $1.12M | 0.33% | 00.0% | Unchanged |
| Garner Asset Management Corp | 39,309 | $1.12M | 0.53% | +372+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 39,310 | $1.12M | 0.30% | +30,698+356.5% | Added |
| Circle Wealth Management, LLC | 39,485 | $1.13M | 0.16% | −2,076−5.0% | Reduced |
| HighTower Trust Services, LTA | 37,401 | $1.13M | 0.11% | +10,384+38.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 41,487 | $1.13M | 0.52% | −2,199−5.0% | Reduced |
| Baldwin Investment Management, LLC | 39,660 | $1.13M | 0.20% | −18,130−31.4% | Reduced |
| Kahn Brothers Group Inc | 39,739 | $1.14M | 0.16% | −3,330−7.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 39,772 | $1.14M | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 39,851 | $1.14M | 0.29% | +20,836+109.6% | Added |
| Coastal Bridge Advisors, LLC | 39,947 | $1.14M | 0.29% | +228+0.6% | Added |
| Haverford Trust Co | 39,956 | $1.14M | 0.01% | +8,971+29.0% | Added |
| Community Bank & Trust, Waco, Texas | 40,013 | $1.14M | 0.36% | −837−2.0% | Reduced |
| Barbara Oil Co. | 40,000 | $1.14M | 0.55% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 40,157 | $1.15M | 0.45% | −827−2.0% | Reduced |