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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 58,126 | $1.66M | 0.09% | −511−0.9% | Reduced |
| Busey Wealth Management | 58,133 | $1.66M | 0.07% | −4,887−7.8% | Reduced |
| Proequities, Inc. | 58,227 | $1.67M | 0.13% | +4,967+9.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 58,653 | $1.68M | 0.23% | −3,547−5.7% | Reduced |
| Wealthcare Advisory Partners LLC | 58,689 | $1.68M | 0.07% | +1,586+2.8% | Added |
| Vision Capital Management, Inc. | 58,701 | $1.68M | 0.30% | −1,961−3.2% | Reduced |
| Lodestone Wealth Management LLC | 74,220 | $1.68M | 1.29% | +15,533+26.5% | Added |
| Retirement Planning Co of New England, Inc. | 58,768 | $1.68M | 1.02% | +723+1.2% | Added |
| Stonebridge Capital Advisors LLC | 59,140 | $1.69M | 0.19% | +1,302+2.3% | Added |
| Quadrant Capital Group LLC | 59,172 | $1.69M | 0.18% | +3,782+6.8% | Added |
| 3Chopt Investment Partners, LLC | 59,408 | $1.70M | 0.91% | −26,205−30.6% | Reduced |
| Argent Advisors, Inc. | 59,539 | $1.70M | 0.81% | +2,417+4.2% | Added |
| Thomasville National Bank | 59,597 | $1.70M | 0.18% | +1,199+2.1% | Added |
| NTV Asset Management LLC | 59,599 | $1.70M | 0.32% | −785−1.3% | Reduced |
| Advisory Research Inc | 59,692 | $1.71M | 0.28% | +18,417+44.6% | Added |
| IHT Wealth Management, LLC | 59,821 | $1.71M | 0.10% | +521+0.9% | Added |
| ZWJ Investment Counsel Inc | 59,878 | $1.71M | 0.09% | −5,612−8.6% | Reduced |
| Gs Investments, Inc. | 59,906 | $1.71M | 0.99% | −650−1.1% | Reduced |
| Ogorek Anthony Joseph | 60,104 | $1.72M | 0.70% | −2,068−3.3% | Reduced |
| Brady Family Wealth, LLC | 60,093 | $1.72M | 0.68% | +10.0% | Added |
| Anson Funds Management LP | 60,270 | $1.72M | 0.54% | +270+0.4% | Added |
| LJI Wealth Management, LLC | 60,661 | $1.73M | 0.55% | +1,766+3.0% | Added |
| Golden State Equity Partners | 60,705 | $1.74M | 0.94% | +60,705 | New |
| Cumberland Advisors Inc | 60,800 | $1.74M | 0.71% | −1,200−1.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 60,898 | $1.74M | 0.69% | +27,019+79.8% | Added |
| Jeppson Wealth Management, LLC | 60,995 | $1.74M | 0.76% | +1,760+3.0% | Added |
| Wulff, Hansen & Co. | 61,643 | $1.76M | 2.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 61,884 | $1.77M | 0.49% | +20.0% | Added |
| Diligent Investors, LLC | 62,134 | $1.78M | 0.55% | +536+0.9% | Added |
| Hourglass Capital, LLC | 62,290 | $1.78M | 0.64% | +5,000+8.7% | Added |
| First City Capital Management, Inc. | 61,254 | $1.79M | 1.05% | +1,686+2.8% | Added |
| Csenge Advisory Group | 62,746 | $1.79M | 0.13% | +2,803+4.7% | Added |
| Mayflower Financial Advisors, LLC | 314,670 | $1.81M | 0.24% | +3,177+1.0% | Added |
| Howland Capital Management LLC | 63,481 | $1.82M | 0.11% | −772−1.2% | Reduced |
| Atom Investors LP | 63,833 | $1.83M | 0.99% | −6,750−9.6% | Reduced |
| Wunderlich Capital Managemnt | 63,836 | $1.83M | 0.95% | −3,974−5.9% | Reduced |
| Icapital Wealth LLC | 63,959 | $1.83M | 1.25% | −22,495−26.0% | Reduced |
| IPG Investment Advisors LLC | 64,369 | $1.84M | 0.42% | +7,000+12.2% | Added |
| Woodard & Co Asset Management Group Inc | 64,427 | $1.84M | 0.64% | +2,398+3.9% | Added |
| CM Wealth Advisors LLC | 64,823 | $1.84M | 0.36% | +64,823 | New |
| Pentwater Capital Management LP | 65,000 | $1.86M | 0.03% | +25,000+62.5% | Added |
| American State Bank (Iowa) | 65,090 | $1.86M | 1.36% | +1,121+1.8% | Added |
| Compton Wealth Advisory Group, LLC | 65,093 | $1.86M | 0.64% | −1,666−2.5% | Reduced |
| Desjardins Global Asset Management Inc. | 65,215 | $1.86M | 0.23% | +9,028+16.1% | Added |
| Investment Management of Virginia LLC | 65,433 | $1.87M | 0.36% | +315+0.5% | Added |
| Culbertson A N & Co Inc | 65,487 | $1.87M | 0.38% | +27,065+70.4% | Added |
| M Holdings Securities, Inc. | 65,782 | $1.88M | 0.19% | +5,390+8.9% | Added |
| Imprint Wealth LLC | 66,153 | $1.89M | 1.24% | +66,153 | New |
| SeaCrest Wealth Management, LLC | 65,966 | $1.89M | 0.26% | +2,834+4.5% | Added |
| Atomi Financial Group, Inc. | 66,193 | $1.89M | 1.06% | +66,193 | New |
| Corrado Advisors, LLC | 66,318 | $1.90M | 1.26% | +1,847+2.9% | Added |
| Viawealth, LLC | 66,412 | $1.90M | 1.50% | +78+0.1% | Added |
| Focus Financial Network, Inc. | 66,437 | $1.90M | 0.12% | +2,516+3.9% | Added |
| FengHe Fund Management Pte. Ltd. | 66,500 | $1.90M | 0.43% | +66,500 | New |
| SS&H Financial Advisors, Inc. | 66,633 | $1.91M | 0.87% | +2,400+3.7% | Added |
| Eagle Capital Management LLC | 67,150 | $1.92M | 0.01% | 00.0% | Unchanged |
| Connolly Sarah T. | 67,258 | $1.92M | 1.22% | +784+1.2% | Added |
| Sunbelt Securities, Inc. | 68,137 | $1.93M | 0.31% | +24,068+54.6% | Added |
| Marex Group plc | 67,453 | $1.93M | 0.26% | +39,293+139.5% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $1.93M | 0.10% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 67,590 | $1.93M | 0.18% | −42,364−38.5% | Reduced |
| Mutual Advisors, LLC | 67,909 | $1.94M | 0.08% | −4,150−5.8% | Reduced |
| Piscataqua Savings Bank | 67,984 | $1.94M | 1.65% | +247+0.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 68,192 | $1.95M | 0.10% | +68,192 | New |
| Zions Bancorporation, N.A. | 68,406 | $1.96M | 0.17% | +9,984+17.1% | Added |
| Sit Investment Associates Inc | 68,570 | $1.96M | 0.05% | −11,625−14.5% | Reduced |
| Neville Rodie & Shaw Inc | 68,726 | $1.97M | 0.18% | −350−0.5% | Reduced |
| Qtron Investments LLC | 68,744 | $1.97M | 0.40% | +2,820+4.3% | Added |
| Studio Investment Management LLC | 68,765 | $1.97M | 0.59% | −2,495−3.5% | Reduced |
| Ritholtz Wealth Management | 68,840 | $1.97M | 0.10% | −23,989−25.8% | Reduced |
| Meitav Dash Investments Ltd | 69,410 | $1.99M | 0.03% | −511,373−88.0% | Reduced |
| Chicago Partners Investment Group LLC | 66,908 | $1.99M | 0.12% | +37,340+126.3% | Added |
| Gladstone Institutional Advisory LLC | 69,656 | $1.99M | 0.13% | −2,256−3.1% | Reduced |
| Beacon Investment Advisors LLC | 69,704 | $1.99M | 1.45% | +61,704+771.3% | Added |
| Exchange Capital Management, Inc. | 69,764 | $2.00M | 0.41% | −1,175−1.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 70,000 | $2.00M | 0.60% | 00.0% | Unchanged |
| Ulysses Management LLC | 70,010 | $2.00M | 0.60% | +70,010 | New |
| Massachusetts Wealth Management | 70,186 | $2.01M | 2.07% | −3,016−4.1% | Reduced |
| Financial Advisory Service, Inc. | 70,292 | $2.01M | 0.22% | +400+0.6% | Added |
| Graypoint LLC | 70,307 | $2.01M | 0.22% | −1,221−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 70,623 | $2.02M | 1.03% | −2,517−3.4% | Reduced |
| Koshinski Asset Management, Inc. | 70,913 | $2.03M | 0.20% | +755+1.1% | Added |
| Carolinas Wealth Consulting LLC | 71,017 | $2.03M | 0.43% | −1,688−2.3% | Reduced |
| Holderness Investments Co | 71,027 | $2.03M | 0.81% | +1,876+2.7% | Added |
| Cobblestone Capital Advisors LLC | 71,278 | $2.04M | 0.15% | −7,804−9.9% | Reduced |
| Old West Investment Management, LLC | 71,334 | $2.04M | 1.10% | 00.0% | Unchanged |
| Nwam LLC | 71,363 | $2.04M | 0.21% | +2,138+3.1% | Added |
| Brighton Jones LLC | 72,100 | $2.06M | 0.12% | −5,093−6.6% | Reduced |
| Davis Investment Partners, LLC | 73,761 | $2.06M | 1.09% | +140.0% | Added |
| Abbrea Capital, LLC | 72,346 | $2.07M | 0.35% | +1,300+1.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 72,357 | $2.07M | 0.75% | −13,000−15.2% | Reduced |
| SeaBridge Investment Advisors LLC | 72,574 | $2.08M | 0.73% | −6,074−7.7% | Reduced |
| Checchi Capital Advisers, LLC | 72,896 | $2.08M | 0.20% | −882−1.2% | Reduced |
| Mystic Asset Management, Inc. | 72,938 | $2.09M | 1.15% | −872−1.2% | Reduced |
| 9258 Wealth Management, LLC | 73,266 | $2.10M | 0.42% | −93−0.1% | Reduced |
| Quantinno Capital Management LP | 73,438 | $2.10M | 0.14% | +609+0.8% | Added |
| Capital Analysts, LLC | 73,778 | $2.11M | 0.12% | −579−0.8% | Reduced |
| Smith, Salley & Associates | 73,938 | $2.11M | 0.17% | +779+1.1% | Added |
| Raab & Moskowitz Asset Management LLC | 73,957 | $2.12M | 0.77% | +5,247+7.6% | Added |
| Charter Research & Investment Group, Inc. | 73,961 | $2.12M | 1.85% | +6,759+10.1% | Added |