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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 40,162 | $1.15M | 0.15% | +1,052+2.7% | Added |
| Fort Sheridan Advisors LLC | 40,196 | $1.15M | 0.29% | +670+1.7% | Added |
| Foundations Investment Advisors, LLC | 40,197 | $1.15M | 0.04% | +20,312+102.1% | Added |
| Intellectus Partners, LLC | 40,248 | $1.15M | 0.36% | +3,823+10.5% | Added |
| Bragg Financial Advisors, Inc | 40,259 | $1.15M | 0.07% | −2,908−6.7% | Reduced |
| Krilogy Financial LLC | 40,378 | $1.15M | 0.10% | +332+0.8% | Added |
| Greenfield Savings Bank | 40,393 | $1.16M | 0.75% | −2,687−6.2% | Reduced |
| Laidlaw Wealth Management LLC | 40,401 | $1.16M | 0.24% | +489+1.2% | Added |
| Sweeney & Michel, LLC | 39,655 | $1.16M | 0.62% | +39,655 | New |
| Boothbay Fund Management, LLC | 40,601 | $1.16M | 0.03% | −72,594−64.1% | Reduced |
| McIlrath & Eck, LLC | 40,694 | $1.16M | 0.27% | +5,528+15.7% | Added |
| CRA Financial Services, LLC | 40,708 | $1.16M | 0.35% | +2,721+7.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 40,770 | $1.17M | 0.03% | +6,708+19.7% | Added |
| Paragon Capital Management LLC | 40,771 | $1.17M | 0.71% | −89−0.2% | Reduced |
| Edge Wealth Management LLC | 40,880 | $1.17M | 0.27% | −28,909−41.4% | Reduced |
| Evergreen Wealth Management, LLC | 40,832 | $1.17M | 1.04% | +725+1.8% | Added |
| CMG Global Holdings, LLC | 40,839 | $1.17M | 1.06% | −12,266−23.1% | Reduced |
| Grand Jean Capital Management Inc | 40,974 | $1.17M | 0.45% | +70.0% | Added |
| TCW Group Inc | 41,077 | $1.17M | 0.02% | +6,994+20.5% | Added |
| Meridian Wealth Management, LLC | 41,096 | $1.18M | 0.10% | +699+1.7% | Added |
| Arkadios Wealth Advisors | 41,145 | $1.18M | 0.14% | +2,405+6.2% | Added |
| Legacy Advisors, LLC | 41,180 | $1.18M | 0.22% | +2,050+5.2% | Added |
| Arden Trust Co | 41,170 | $1.18M | 0.21% | −48,596−54.1% | Reduced |
| Sterling Investment Management, Inc. | 41,445 | $1.19M | 0.94% | +514+1.3% | Added |
| Sutton Wealth Advisors Inc. | 41,448 | $1.19M | 0.63% | −40,935−49.7% | Reduced |
| Bouchey Financial Group Ltd | 41,507 | $1.19M | 0.16% | −346−0.8% | Reduced |
| Vise Technologies, Inc. | 41,521 | $1.19M | 0.31% | +5,245+14.5% | Added |
| Sunesis Advisors, LLC | 41,525 | $1.19M | 0.85% | −840−2.0% | Reduced |
| Wealthsource Partners, LLC | 41,608 | $1.19M | 0.08% | −130.0% | Reduced |
| Adell Harriman & Carpenter Inc | 41,635 | $1.19M | 0.13% | +11,377+37.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 41,640 | $1.19M | 0.02% | −2,692−6.1% | Reduced |
| Longfellow Investment Management Co LLC | 41,674 | $1.19M | 0.27% | +41,674 | New |
| Epacria Capital Partners, LLC | 41,680 | $1.19M | 0.94% | +14,680+54.4% | Added |
| Chilton Investment Co LLC | 41,827 | $1.20M | 0.04% | −724,590−94.5% | Reduced |
| IMA Wealth, Inc. | 41,886 | $1.20M | 0.31% | −320,370−88.4% | Reduced |
| Aspiriant, LLC | 41,913 | $1.20M | 0.06% | −767−1.8% | Reduced |
| Howard Capital Management Inc. | 41,935 | $1.20M | 0.21% | +41,935 | New |
| E&G Advisors, LP | 41,967 | $1.20M | 0.44% | −1,600−3.7% | Reduced |
| NVWM, LLC | 42,066 | $1.20M | 0.40% | −596−1.4% | Reduced |
| Stonnington Group, LLC | 42,178 | $1.20M | 0.31% | −8,000−15.9% | Reduced |
| Aire Advisors, LLC | 42,138 | $1.21M | 0.34% | −4,257−9.2% | Reduced |
| Resurgent Financial Advisors LLC | 42,190 | $1.21M | 0.81% | −7,189−14.6% | Reduced |
| Palogic Value Management, L.P. | 42,382 | $1.21M | 0.59% | +2,336+5.8% | Added |
| Strategic Advisors LLC | 42,384 | $1.21M | 0.25% | +38+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 42,410 | $1.21M | 0.11% | −10,000−19.1% | Reduced |
| Hikari Power Ltd | 42,440 | $1.21M | 0.12% | 00.0% | Unchanged |
| PFG Investments, LLC | 42,549 | $1.22M | 0.25% | +42,549 | New |
| Wall Street Access Asset Management, LLC | 42,601 | $1.22M | 0.80% | +30.0% | Added |
| Augustine Asset Management Inc | 42,709 | $1.22M | 0.60% | −113−0.3% | Reduced |
| Select Asset Management & Trust | 42,748 | $1.22M | 1.08% | +34,497+418.1% | Added |
| Threadgill Financial, LLC | 42,797 | $1.22M | 1.50% | +20,457+91.6% | Added |
| Boyd Watterson Asset Management LLC | 43,084 | $1.23M | 0.50% | +9,855+29.7% | Added |
| MidWestOne Financial Group, Inc. | 43,202 | $1.24M | 0.28% | +19,849+85.0% | Added |
| Mechanics Bank Trust Department | 43,231 | $1.24M | 0.21% | +1,190+2.8% | Added |
| Sovereign Financial Group, Inc. | 43,424 | $1.24M | 0.46% | +604+1.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 43,451 | $1.24M | 1.28% | +11,800+37.3% | Added |
| Guardian Wealth Advisors, LLC | 43,454 | $1.24M | 0.22% | +1,099+2.6% | Added |
| Columbia Asset Management | 43,454 | $1.24M | 0.28% | −1,881−4.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 43,473 | $1.24M | 0.78% | −2,096−4.6% | Reduced |
| Chapin Davis, Inc. | 43,508 | $1.24M | 0.64% | +1,836+4.4% | Added |
| Falcon Wealth Planning | 43,556 | $1.25M | 0.31% | +3,200+7.9% | Added |
| Register Financial Advisors LLC | 43,566 | $1.25M | 0.98% | +14,993+52.5% | Added |
| Advisor OS, LLC | 43,668 | $1.25M | 0.30% | +5,014+13.0% | Added |
| Magnus Financial Group LLC | 44,065 | $1.26M | 0.19% | +3,319+8.1% | Added |
| Burke & Herbert Bank & Trust Co | 44,101 | $1.26M | 0.93% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 44,133 | $1.26M | 0.27% | +388+0.9% | Added |
| RB Capital Management, LLC | 44,349 | $1.27M | 0.41% | +9,797+28.4% | Added |
| Buckingham Strategic Partners | 44,428 | $1.27M | 0.08% | −4,518−9.2% | Reduced |
| Parkside Financial Bank & Trust | 44,539 | $1.27M | 0.34% | −922−2.0% | Reduced |
| White Pine Capital LLC | 44,610 | $1.28M | 0.50% | +1,130+2.6% | Added |
| Octavia Wealth Advisors, LLC | 44,613 | $1.28M | 0.29% | +4,396+10.9% | Added |
| Blue Fin Capital, Inc. | 47,445 | $1.28M | 0.41% | +91+0.2% | Added |
| Choate Investment Advisors | 44,863 | $1.28M | 0.06% | −168−0.4% | Reduced |
| Mission Wealth Management, LP | 44,884 | $1.28M | 0.05% | −550−1.2% | Reduced |
| Herold Advisors, Inc. | 44,932 | $1.29M | 0.44% | +6,285+16.3% | Added |
| ExodusPoint Capital Management, LP | 45,037 | $1.29M | 0.01% | +45,037 | New |
| Atlas Brown,Inc. | 45,040 | $1.29M | 0.59% | +7,155+18.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 45,181 | $1.29M | 0.26% | +13,060+40.7% | Added |
| Excalibur Management Corp | 45,485 | $1.30M | 0.67% | +1,238+2.8% | Added |
| City Holding Co | 45,611 | $1.30M | 0.23% | +2,763+6.4% | Added |
| Granite Harbor Advisors, Inc. | 45,837 | $1.31M | 1.20% | +2,051+4.7% | Added |
| Visionary Wealth Advisors | 45,854 | $1.31M | 0.11% | −4,220−8.4% | Reduced |
| Stony Point Wealth Management Inc. | 45,857 | $1.31M | 0.68% | −1,248−2.6% | Reduced |
| Algert Global LLC | 45,901 | $1.31M | 0.06% | +15,379+50.4% | Added |
| Naviter Wealth, LLC | 45,935 | $1.31M | 0.46% | −3,741−7.5% | Reduced |
| Ascent Group, LLC | 46,015 | $1.32M | 0.14% | −5,726−11.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 46,132 | $1.32M | 0.41% | +18,235+65.4% | Added |
| WCG Wealth Advisors LLC | 46,337 | $1.32M | 0.17% | +46,337 | New |
| Oarsman Capital, Inc. | 46,376 | $1.33M | 0.62% | +673+1.5% | Added |
| Etesian Wealth Advisors, Inc. | 46,392 | $1.33M | 0.88% | +400+0.9% | Added |
| Legacy Bridge, LLC | 46,410 | $1.33M | 0.93% | +500+1.1% | Added |
| Strategic Investment Advisors | 46,430 | $1.33M | 0.24% | +2,407+5.5% | Added |
| Buffington Mohr McNeal | 46,569 | $1.33M | 0.31% | +300+0.6% | Added |
| Finer Wealth Management, Inc. | 46,591 | $1.33M | 1.13% | +7,724+19.9% | Added |
| Westside Investment Management, Inc. | 45,901 | $1.33M | 0.39% | +2,350+5.4% | Added |
| SkyOak Wealth, LLC | 46,909 | $1.34M | 0.41% | −13,875−22.8% | Reduced |
| Global Financial Private Client, LLC | 46,939 | $1.34M | 0.69% | +8,233+21.3% | Added |
| Jump Financial, LLC | 47,098 | $1.35M | 0.05% | +38,650+457.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 48,775 | $1.35M | 0.29% | +8,757+21.9% | Added |
| Clifford Swan Investment Counsel LLC | 47,165 | $1.35M | 0.06% | +10.0% | Added |