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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.12M | 0.83% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 74,290 | $2.12M | 0.53% | −269−0.4% | Reduced |
| Cohen Investment Advisors LLC | 74,506 | $2.13M | 1.69% | +2,053+2.8% | Added |
| Snider Financial Group | 74,590 | $2.13M | 1.14% | −54,449−42.2% | Reduced |
| Ballentine Partners, LLC | 74,933 | $2.14M | 0.05% | −14,651−16.4% | Reduced |
| Cornercap Investment Counsel Inc | 75,268 | $2.15M | 0.38% | −34,109−31.2% | Reduced |
| Stock Yards Bank & Trust Co | 75,714 | $2.17M | 0.08% | −779−1.0% | Reduced |
| Americana Partners, LLC | 75,717 | $2.17M | 0.34% | −25,433−25.1% | Reduced |
| Exeter Financial, LLC | 77,692 | $2.17M | 1.09% | +21,325+37.8% | Added |
| Duff & Phelps Investment Management Co | 75,913 | $2.17M | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 76,019 | $2.17M | 0.18% | +5,502+7.8% | Added |
| NewEdge Wealth, LLC | 76,101 | $2.18M | 0.08% | +12,699+20.0% | Added |
| Grove Bank & Trust | 76,300 | $2.18M | 0.46% | −4,330−5.4% | Reduced |
| Scott & Selber, Inc. | 76,409 | $2.19M | 0.93% | +183+0.2% | Added |
| Institute for Wealth Management, LLC. | 76,419 | $2.19M | 0.43% | −1,032−1.3% | Reduced |
| Eagle Asset Management Inc | 76,449 | $2.19M | 0.01% | −179,238−70.1% | Reduced |
| Merit Financial Group, LLC | 77,082 | $2.20M | 0.08% | −2,875−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 77,434 | $2.21M | 0.09% | +39,589+104.6% | Added |
| Saber Capital Managment, LLC | 77,450 | $2.22M | 4.40% | −101,313−56.7% | Reduced |
| Deltec Asset Management LLC | 77,500 | $2.22M | 0.55% | +66,000+573.9% | Added |
| Peddock Capital Advisors, LLC | 77,555 | $2.22M | 0.77% | +2,171+2.9% | Added |
| Heritage Trust Co | 78,076 | $2.23M | 0.35% | −586−0.7% | Reduced |
| Cullinan Associates Inc | 78,308 | $2.24M | 0.13% | −453−0.6% | Reduced |
| Twin Tree Management, LP | 78,613 | $2.25M | 0.06% | +78,613 | New |
| Private Wealth Partners, LLC | 78,869 | $2.26M | 0.23% | +5,433+7.4% | Added |
| Lakeview Capital Partners, LLC | 82,488 | $2.26M | 0.70% | +2,515+3.1% | Added |
| Parcion Private Wealth LLC | 79,209 | $2.27M | 0.24% | +342+0.4% | Added |
| Hiddenite Capital Partners LP | 80,000 | $2.29M | 3.10% | +11,900+17.5% | Added |
| Global Retirement Partners, LLC | 82,348 | $2.29M | 0.12% | +4,480+5.8% | Added |
| Lakewood Asset Management LLC | 80,241 | $2.29M | 1.91% | −191−0.2% | Reduced |
| Empire Financial Management Company, LLC | 80,633 | $2.31M | 0.94% | +80,633 | New |
| Formidable Asset Management, LLC | 80,704 | $2.31M | 0.49% | −464−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 80,713 | $2.31M | 0.05% | +361+0.4% | Added |
| Nixon Peabody Trust Co | 80,948 | $2.32M | 1.62% | +1,268+1.6% | Added |
| Brookmont Capital Management | 81,022 | $2.32M | 1.46% | +183+0.2% | Added |
| Winton Group Ltd | 81,100 | $2.32M | 0.14% | +18,565+29.7% | Added |
| Level Four Advisory Services, LLC | 81,344 | $2.33M | 0.15% | −32,944−28.8% | Reduced |
| Triangle Securities Wealth Management | 82,441 | $2.36M | 0.84% | −1,530−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 82,698 | $2.36M | 0.09% | −1,896−2.2% | Reduced |
| Trust Asset Management LLC | 82,806 | $2.37M | 0.27% | +2,490+3.1% | Added |
| Legacy Wealth Management, LLC | 83,835 | $2.40M | 1.32% | +83,835 | New |
| Legato Capital Management LLC | 83,844 | $2.40M | 0.44% | +12,568+17.6% | Added |
| Mount Vernon Associates Inc | 83,919 | $2.40M | 2.84% | −1,500−1.8% | Reduced |
| Brick & Kyle, Associates | 84,004 | $2.40M | 1.38% | +303+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 84,085 | $2.40M | 0.27% | +807+1.0% | Added |
| Comerica Securities,inc. | 84,105 | $2.41M | 0.17% | +5,695+7.3% | Added |
| Beaumont Financial Advisors, LLC | 84,420 | $2.41M | 0.24% | −1,422−1.7% | Reduced |
| AFS Financial Group, LLC | 84,604 | $2.42M | 1.61% | +340.0% | Added |
| Citizens Business Bank | 84,627 | $2.42M | 0.56% | −4,096−4.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 84,657 | $2.42M | 0.49% | +7,822+10.2% | Added |
| Ameritas Advisory Services, LLC | 82,802 | $2.43M | 0.12% | −150−0.2% | Reduced |
| Prospector Partners LLC | 85,125 | $2.43M | 0.35% | +85,125 | New |
| Hennion & Walsh Asset Management, Inc. | 85,296 | $2.44M | 0.15% | +17,214+25.3% | Added |
| Prana Capital Management, LP | 85,392 | $2.44M | 0.21% | −1,457,646−94.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 85,404 | $2.44M | 0.10% | −1,982−2.3% | Reduced |
| Beaton Management Co. Inc. | 85,459 | $2.44M | 1.65% | +1,300+1.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 85,578 | $2.45M | 0.58% | +5,053+6.3% | Added |
| Berkshire Bank | 85,599 | $2.45M | 0.73% | −1,658−1.9% | Reduced |
| Cigna Investments Inc | 85,675 | $2.45M | 0.49% | −1,582−1.8% | Reduced |
| Western Wealth Management, LLC | 85,758 | $2.45M | 0.23% | +2,573+3.1% | Added |
| Cohen Lawrence B | 85,863 | $2.46M | 1.65% | −45,868−34.8% | Reduced |
| First Dallas Securities Inc. | 86,168 | $2.46M | 1.45% | −4,226−4.7% | Reduced |
| Horizon Investments, LLC | 86,275 | $2.47M | 0.07% | −23,725−21.6% | Reduced |
| Plimoth Trust Co LLC | 86,332 | $2.47M | 0.77% | +3,476+4.2% | Added |
| Coldstream Capital Management Inc | 86,372 | $2.47M | 0.08% | −110,822−56.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.48M | 0.38% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 86,755 | $2.48M | 0.41% | +3,075+3.7% | Added |
| Bouvel Investment Partners, LLC | 86,848 | $2.48M | 1.45% | −249−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 87,052 | $2.49M | 0.99% | +3,575+4.3% | Added |
| Centaurus Financial, Inc. | 87,451 | $2.50M | 0.20% | +4,455+5.4% | Added |
| American Assets Inc | 87,500 | $2.50M | 1.21% | 00.0% | Unchanged |
| Financial Counselors Inc | 87,519 | $2.50M | 0.05% | −21,016−19.4% | Reduced |
| Private Trust Co NA | 87,715 | $2.51M | 0.34% | −7,213−7.6% | Reduced |
| Spire Wealth Management | 87,978 | $2.52M | 0.10% | +23,591+36.6% | Added |
| Wealth Alliance Advisory Group, LLC | 88,374 | $2.53M | 0.95% | −4,060−4.4% | Reduced |
| Investment House LLC | 88,463 | $2.53M | 0.21% | +76,032+611.6% | Added |
| Anchor Investment Management, LLC | 88,977 | $2.54M | 0.35% | +3,775+4.4% | Added |
| Banco de Sabadell, S.A | 89,087 | $2.54M | 2.12% | +2,339+2.7% | Added |
| Trivant Custom Portfolio Group, LLC | 89,209 | $2.55M | 1.82% | +89,209 | New |
| Silvercrest Asset Management Group LLC | 89,364 | $2.56M | 0.02% | −5,808−6.1% | Reduced |
| Profund Advisors LLC | 89,598 | $2.56M | 0.16% | −43,852−32.9% | Reduced |
| Burton Enright Welch | 90,085 | $2.58M | 0.98% | −271−0.3% | Reduced |
| ProVise Management Group, LLC | 90,138 | $2.58M | 0.25% | +5,273+6.2% | Added |
| Old National Bancorp | 90,284 | $2.58M | 0.08% | +2,923+3.3% | Added |
| Aaron Wealth Advisors | 90,340 | $2.58M | 0.36% | −3,257−3.5% | Reduced |
| BancorpSouth Bank | 90,353 | $2.58M | 0.24% | +631+0.7% | Added |
| Affinity Investment Advisors, LLC | 90,549 | $2.59M | 1.38% | −13,998−13.4% | Reduced |
| DoubleLine ETF Adviser LP | 90,610 | $2.59M | 1.10% | −7,800−7.9% | Reduced |
| Campbell Newman Asset Management Inc | 90,850 | $2.60M | 0.25% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91,416 | $2.61M | 0.09% | −7,220−7.3% | Reduced |
| EagleClaw Capital Managment, LLC | 91,493 | $2.62M | 0.62% | −4,759−4.9% | Reduced |
| Forum Financial Management, LP | 91,549 | $2.62M | 0.08% | +3,210+3.6% | Added |
| Wright Investors Service Inc | 91,958 | $2.63M | 0.75% | −24,879−21.3% | Reduced |
| RSM US Wealth Management LLC | 92,010 | $2.63M | 0.09% | +57,949+170.1% | Added |
| Inscription Capital, LLC | 92,054 | $2.63M | 0.70% | +50,850+123.4% | Added |
| Cunning Capital Partners, LP | 92,515 | $2.65M | 1.80% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 92,521 | $2.65M | 0.16% | −103,058−52.7% | Reduced |
| Okabena Investment Services Inc | 72,542 | $2.65M | 1.89% | +65,577+941.5% | Added |
| Pitcairn Co | 92,921 | $2.66M | 0.24% | −473−0.5% | Reduced |
| Long Focus Capital Management, LLC | 93,000 | $2.66M | 0.43% | 00.0% | Unchanged |