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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 47,356 | $1.35M | 0.06% | −15,329−24.5% | Reduced |
| Investment Advisory Services Inc | 47,432 | $1.36M | 0.67% | +824+1.8% | Added |
| FLC Capital Advisors | 47,434 | $1.36M | 0.41% | +4,149+9.6% | Added |
| Avitas Wealth Management LLC | 47,601 | $1.36M | 0.27% | +11,456+31.7% | Added |
| Kula Investments, LLC | 47,871 | $1.37M | 0.34% | +18,776+64.5% | Added |
| SageView Advisory Group, LLC | 48,002 | $1.37M | 0.09% | +18,196+61.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 48,251 | $1.38M | 0.43% | −385−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 48,367 | $1.38M | 0.13% | −6,312−11.5% | Reduced |
| AlphaStar Capital Management, LLC | 48,390 | $1.38M | 0.12% | −16,784−25.8% | Reduced |
| AlphaCore Capital LLC | 48,459 | $1.39M | 0.37% | +1,027+2.2% | Added |
| CBOE Vest Financial, LLC | 48,517 | $1.39M | 0.19% | +36,549+305.4% | Added |
| InTrack Investment Management Inc | 49,605 | $1.39M | 1.27% | +3,680+8.0% | Added |
| Jmac Enterprises LLC | 48,635 | $1.39M | 0.35% | +10,963+29.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,756 | $1.39M | 0.16% | −668−1.4% | Reduced |
| Colonial Trust Advisors | 48,752 | $1.39M | 0.16% | −5,142−9.5% | Reduced |
| RFG Advisory, LLC | 48,980 | $1.40M | 0.07% | −930−1.9% | Reduced |
| Sentry Investment Management LLC | 49,153 | $1.41M | 0.58% | +230+0.5% | Added |
| Centiva Capital, LP | 49,333 | $1.41M | 0.08% | +43,418+734.0% | Added |
| Spears Abacus Advisors LLC | 49,507 | $1.42M | 0.13% | +283+0.6% | Added |
| McDonald Partners LLC | 49,810 | $1.42M | 0.46% | +2,947+6.3% | Added |
| Westover Capital Advisors, LLC | 49,817 | $1.42M | 0.53% | −59−0.1% | Reduced |
| Smithfield Trust Co | 49,988 | $1.43M | 0.09% | +2,631+5.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 50,125 | $1.43M | 1.01% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 50,202 | $1.44M | 1.03% | −3,584−6.7% | Reduced |
| Symmetry Partners, LLC | 50,372 | $1.44M | 0.08% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 50,710 | $1.45M | 0.03% | −552−1.1% | Reduced |
| Martin & Co Inc | 50,751 | $1.45M | 0.37% | −1,154−2.2% | Reduced |
| One Charles Private Wealth Services, LLC | 50,938 | $1.46M | 0.91% | +2,923+6.1% | Added |
| Sierra Capital LLC | 51,045 | $1.46M | 0.24% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 51,184 | $1.46M | 0.05% | −7,076−12.1% | Reduced |
| Walleye Capital LLC | 51,223 | $1.46M | 0.03% | +51,223 | New |
| Prosperity Consulting Group, LLC | 51,308 | $1.47M | 0.93% | −449−0.9% | Reduced |
| Shufro Rose & Co LLC | 51,309 | $1.47M | 0.14% | −26−0.1% | Reduced |
| Hartford Financial Management Inc. | 51,337 | $1.47M | 0.38% | +27+0.1% | Added |
| Cito Capital Group, LLC | 51,370 | $1.47M | 0.73% | +1,500+3.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 51,500 | $1.47M | 0.87% | −1,200−2.3% | Reduced |
| Girard Partners Ltd. | 51,577 | $1.48M | 0.16% | −37,767−42.3% | Reduced |
| Grant/GrossMendelsohn, LLC | 51,642 | $1.48M | 0.84% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 51,740 | $1.48M | 0.06% | +6,828+15.2% | Added |
| Prairiewood Capital, LLC | 51,828 | $1.48M | 1.00% | −118−0.2% | Reduced |
| MTM Investment Management, LLC | 51,864 | $1.48M | 0.76% | +110.0% | Added |
| Regal Investment Advisors LLC | 52,070 | $1.49M | 0.13% | −1,000−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 52,173 | $1.49M | 0.14% | −8,165−13.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 52,213 | $1.49M | 1.70% | +52,213 | New |
| Coombe, Bender & Co LLC | 52,504 | $1.50M | 1.18% | +5,827+12.5% | Added |
| Capital Asset Advisory Services LLC | 52,517 | $1.50M | 0.11% | +7,832+17.5% | Added |
| Investors Asset Management of Georgia Inc | 52,993 | $1.52M | 0.81% | −200−0.4% | Reduced |
| Sepio Capital, LP | 53,088 | $1.52M | 0.14% | +200.0% | Added |
| WBH Advisory Inc | 53,129 | $1.52M | 0.19% | +53,129 | New |
| Stratos Wealth Advisors, LLC | 53,340 | $1.53M | 0.12% | −2,851−5.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 53,371 | $1.53M | 0.13% | +4,692+9.6% | Added |
| Shorepoint Capital Partners LLC | 53,610 | $1.53M | 0.44% | +831+1.6% | Added |
| Safeguard Investment Advisory Group, LLC | 53,721 | $1.54M | 0.74% | −3,790−6.6% | Reduced |
| DFPG Investments, LLC | 53,877 | $1.54M | 0.17% | +4,822+9.8% | Added |
| V Wealth Advisors LLC | 53,905 | $1.54M | 0.29% | +6,313+13.3% | Added |
| HCR Wealth Advisors | 54,354 | $1.55M | 0.31% | −1,471−2.6% | Reduced |
| Family Legacy, Inc. | 54,374 | $1.56M | 0.67% | +2,608+5.0% | Added |
| Sound View Wealth Advisors Group, LLC | 54,416 | $1.56M | 0.21% | −6,316−10.4% | Reduced |
| Ethic Inc. | 54,495 | $1.56M | 0.06% | −7,585−12.2% | Reduced |
| Bridgecreek Investment Management, LLC | 54,500 | $1.56M | 0.32% | +20,250+59.1% | Added |
| Beacon Financial Group | 55,872 | $1.56M | 0.22% | −2,274−3.9% | Reduced |
| Lake Street Advisors Group, LLC | 54,664 | $1.56M | 0.10% | −2,934−5.1% | Reduced |
| Duncker Streett & Co Inc | 54,740 | $1.57M | 0.37% | +400+0.7% | Added |
| First Horizon Advisors, Inc. | 54,805 | $1.57M | 0.06% | −677−1.2% | Reduced |
| FineMark National Bank & Trust | 54,916 | $1.57M | 0.07% | −1,244−2.2% | Reduced |
| Souders Financial Advisors | 54,955 | $1.57M | 0.33% | +2,544+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 55,003 | $1.57M | 0.15% | +55,003 | New |
| Ionic Capital Management LLC | 55,075 | $1.58M | 0.60% | −8,433−13.3% | Reduced |
| Mendel Money Management | 55,166 | $1.58M | 0.85% | +4,855+9.6% | Added |
| Greytown Advisors Inc. | 55,219 | $1.58M | 0.82% | −228−0.4% | Reduced |
| Capital Advisors Inc | 55,258 | $1.58M | 0.04% | +1,813+3.4% | Added |
| First Business Financial Services, Inc. | 55,348 | $1.58M | 0.20% | +2,769+5.3% | Added |
| Columbia Trust Co 01012016 | 55,439 | $1.59M | 0.92% | +4,113+8.0% | Added |
| Tempus Wealth Planning, LLC | 55,544 | $1.59M | 0.78% | −45−0.1% | Reduced |
| Earnest Partners LLC | 55,712 | $1.59M | 0.01% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 55,719 | $1.59M | 0.51% | +70.0% | Added |
| Lake Street Financial LLC | 55,853 | $1.60M | 0.30% | +1,529+2.8% | Added |
| Claro Advisors LLC | 56,132 | $1.61M | 0.47% | +7,331+15.0% | Added |
| Smith Shellnut Wilson LLC | 56,220 | $1.61M | 0.98% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 56,234 | $1.61M | 0.19% | +56,234 | New |
| Beck Capital Management, LLC | 56,426 | $1.61M | 0.69% | +15,262+37.1% | Added |
| Vanguard Capital Wealth Advisors | 56,433 | $1.61M | 1.61% | +9,344+19.8% | Added |
| Carson Advisory Inc. | 56,490 | $1.62M | 1.44% | −15,378−21.4% | Reduced |
| Exencial Wealth Advisors, LLC | 56,508 | $1.62M | 0.08% | +3,239+6.1% | Added |
| Modera Wealth Management, LLC | 56,539 | $1.62M | 0.06% | −1,791−3.1% | Reduced |
| Waldron Private Wealth LLC | 56,711 | $1.62M | 0.08% | +7,865+16.1% | Added |
| Hudson Canyon Capital Management | 56,730 | $1.62M | 1.36% | +1,324+2.4% | Added |
| Coastal Investment Advisors, Inc. | 56,774 | $1.62M | 0.40% | −181−0.3% | Reduced |
| Abacus Planning Group, Inc. | 57,068 | $1.63M | 0.42% | −1,935−3.3% | Reduced |
| Schechter Investment Advisors, LLC | 57,145 | $1.63M | 0.15% | −19,413−25.4% | Reduced |
| Kennedy Investment Group | 57,175 | $1.64M | 1.00% | −1,185−2.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 57,202 | $1.64M | 0.06% | +46,922+456.4% | Added |
| Am Investment Strategies LLC | 57,215 | $1.64M | 0.56% | +6,618+13.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 58,350 | $1.64M | 0.68% | −111,623−65.7% | Reduced |
| ICA Group Wealth Management, LLC | 57,332 | $1.64M | 0.39% | −1,434−2.4% | Reduced |
| Hexagon Capital Partners LLC | 57,370 | $1.64M | 0.46% | +2,798+5.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 57,578 | $1.65M | 0.09% | −23,518−29.0% | Reduced |
| Clearstead Advisors, LLC | 57,687 | $1.65M | 0.12% | +1,389+2.5% | Added |
| Poehling Capital Management, LLC | 57,713 | $1.65M | 0.56% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 57,837 | $1.65M | 0.97% | +3,572+6.6% | Added |