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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 93,006 | $2.66M | 0.32% | +3,137+3.5% | Added |
| BDO Wealth Advisors, LLC | 93,040 | $2.66M | 0.33% | +19,203+26.0% | Added |
| Hollencrest Capital Management | 93,451 | $2.67M | 0.29% | −58,485−38.5% | Reduced |
| HBK Sorce Advisory LLC | 93,519 | $2.67M | 0.12% | −108,305−53.7% | Reduced |
| True North Advisors, LLC | 93,756 | $2.68M | 0.79% | +412+0.4% | Added |
| Transcend Wealth Collective, LLC | 93,879 | $2.68M | 0.28% | −16,316−14.8% | Reduced |
| Bank of New Hampshire | 94,178 | $2.69M | 0.81% | −1,819−1.9% | Reduced |
| Independent Financial Group, LLC | 94,532 | $2.70M | 0.22% | +17,094+22.1% | Added |
| Verdence Capital Advisors LLC | 94,791 | $2.71M | 0.33% | −7,891−7.7% | Reduced |
| Two Sigma Investments, LP | 94,912 | $2.71M | 0.01% | +94,912 | New |
| Asset Dedication, LLC | 95,042 | $2.72M | 0.25% | +6,998+7.9% | Added |
| St. Johns Investment Management Company, LLC | 94,993 | $2.72M | 1.58% | +4,935+5.5% | Added |
| Goelzer Investment Management, Inc. | 95,029 | $2.72M | 0.24% | +5,386+6.0% | Added |
| Gleason Group, Inc. | 95,064 | $2.72M | 0.78% | +877+0.9% | Added |
| Pinnacle Bancorp, Inc. | 95,509 | $2.73M | 1.00% | +608+0.6% | Added |
| Lincoln Capital Corp | 95,721 | $2.74M | 1.59% | +86,473+935.0% | Added |
| Meeder Advisory Services, Inc. | 95,860 | $2.74M | 0.32% | −5,929−5.8% | Reduced |
| Stillwater Investment Management, LLC | 95,982 | $2.75M | 0.74% | +672+0.7% | Added |
| Ally Financial Inc. | 96,000 | $2.75M | 0.41% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 96,021 | $2.75M | 0.63% | +2,818+3.0% | Added |
| Advisors Capital Management, LLC | 96,104 | $2.75M | 0.07% | −6,226−6.1% | Reduced |
| Capital Investment Advisory Services, LLC | 96,149 | $2.75M | 0.32% | +2,854+3.1% | Added |
| International Assets Investment Management, LLC | 256,791 | $2.76M | 0.40% | −1,175,203−82.1% | Reduced |
| Meridian Investment Counsel Inc. | 96,741 | $2.77M | 1.05% | +189+0.2% | Added |
| Clarius Group, LLC | 96,741 | $2.77M | 0.23% | −231−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 96,930 | $2.77M | 0.47% | +96,930 | New |
| Apollon Wealth Management, LLC | 97,217 | $2.78M | 0.17% | −6,129−5.9% | Reduced |
| Princeton Global Asset Management LLC | 97,244 | $2.78M | 0.80% | +4,885+5.3% | Added |
| Murphy Pohlad Asset Management LLC | 97,436 | $2.79M | 1.15% | −3,598−3.6% | Reduced |
| Citizens Financial Group Inc | 97,738 | $2.80M | 0.10% | −7,351−7.0% | Reduced |
| Pacifica Partners Inc. | 100,971 | $2.80M | 1.69% | −2,145−2.1% | Reduced |
| Sendero Wealth Management, LLC | 97,853 | $2.80M | 0.86% | +63,301+183.2% | Added |
| Dorsey & Whitney Trust CO LLC | 97,874 | $2.80M | 0.25% | +19,890+25.5% | Added |
| TRUE Private Wealth Advisors | 97,986 | $2.80M | 0.41% | +17,909+22.4% | Added |
| Creative Financial Designs Inc | 98,165 | $2.81M | 0.37% | +20,550+26.5% | Added |
| Financial Advisory Partners, LLC | 98,269 | $2.81M | 1.11% | −799−0.8% | Reduced |
| Patton Albertson Miller Group, LLC | 98,479 | $2.82M | 0.52% | +6,999+7.7% | Added |
| Pegasus Asset Management, Inc. | 98,831 | $2.83M | 1.40% | +3,628+3.8% | Added |
| Cumberland Partners Ltd | 98,865 | $2.83M | 0.28% | −49,615−33.4% | Reduced |
| Ami Investment Management Inc | 99,405 | $2.84M | 1.33% | −2,799−2.7% | Reduced |
| Charles Carroll Financial Partners, LLC | 99,915 | $2.86M | 4.38% | −14,405−12.6% | Reduced |
| Shilanski & Associates, Inc. | 103,442 | $2.86M | 1.29% | +2,713+2.7% | Added |
| Hudson Capital Management LLC | 100,866 | $2.88M | 1.15% | +6,029+6.4% | Added |
| Bridgeway Capital Management, LLC | 101,707 | $2.91M | 0.08% | +4,821+5.0% | Added |
| Plancorp, LLC | 101,797 | $2.91M | 0.16% | +9,293+10.0% | Added |
| Oliver Luxxe Assets LLC | 102,645 | $2.94M | 0.77% | +3,833+3.9% | Added |
| Gables Capital Management Inc. | 103,719 | $2.97M | 2.07% | 00.0% | Unchanged |
| 1st Source Bank | 103,769 | $2.97M | 0.20% | +2,968+2.9% | Added |
| Abbot Financial Management, Inc. | 104,196 | $2.98M | 2.00% | −2,115−2.0% | Reduced |
| KG&L Capital Management,LLC | 104,201 | $2.98M | 1.56% | +8,138+8.5% | Added |
| Duality Advisers, LP | 104,305 | $2.98M | 0.34% | +104,305 | New |
| Concentric Wealth Management, LLC | 104,688 | $2.99M | 0.99% | +2,640+2.6% | Added |
| Jacobs Asset Management, LLC | 105,000 | $3.00M | 1.74% | +105,000 | New |
| Arete Wealth Advisors, LLC | 105,107 | $3.01M | 0.25% | +14,628+16.2% | Added |
| Fishman Jay A Ltd | 105,150 | $3.01M | 0.38% | −9,808−8.5% | Reduced |
| Baxter Bros Inc | 105,329 | $3.01M | 0.47% | +2,551+2.5% | Added |
| Kingfisher Capital LLC | 105,374 | $3.01M | 0.79% | +117+0.1% | Added |
| London & Capital Asset Management Ltd | 105,439 | $3.02M | 0.28% | −16,113−13.3% | Reduced |
| Joel Isaacson & Co., LLC | 105,441 | $3.02M | 0.22% | +708+0.7% | Added |
| EFG Asset Management (Americas) Corp. | 105,538 | $3.02M | 0.72% | −3,499−3.2% | Reduced |
| David J Yvars Group | 105,636 | $3.02M | 2.73% | −1,042−1.0% | Reduced |
| Tectonic Advisors LLC | 105,978 | $3.03M | 0.41% | −3,609−3.3% | Reduced |
| Perigon Wealth Management, LLC | 106,121 | $3.04M | 0.17% | −2,010−1.9% | Reduced |
| Mitchell Capital Management Co | 106,334 | $3.04M | 0.75% | −1,012−0.9% | Reduced |
| Weinberger Asset Management, Inc | 106,417 | $3.04M | 1.77% | −2,358−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 106,467 | $3.04M | 0.47% | −32,073−23.2% | Reduced |
| Trexquant Investment LP | 106,584 | $3.05M | 0.08% | +106,584 | New |
| Brookstone Capital Management | 100,655 | $3.06M | 0.06% | +28,013+38.6% | Added |
| Klingenstein Fields & Co LP | 106,925 | $3.06M | 0.15% | −750−0.7% | Reduced |
| Wealthspire Advisors, LLC | 107,092 | $3.06M | 0.05% | −18,465−14.7% | Reduced |
| Kornitzer Capital Management Inc | 107,106 | $3.06M | 0.06% | +2,620+2.5% | Added |
| Elgethun Capital Management | 106,048 | $3.06M | 0.97% | +1,445+1.4% | Added |
| Neumann Capital Management, LLC | 107,353 | $3.07M | 1.35% | +500+0.5% | Added |
| Game Creek Capital, LP | 107,750 | $3.08M | 2.04% | +13,000+13.7% | Added |
| Sumitomo Life Insurance Co | 107,751 | $3.08M | 0.26% | −59,853−35.7% | Reduced |
| IFP Advisors, Inc | 138,012 | $3.08M | 0.15% | −55,002−28.5% | Reduced |
| Altrius Capital Management Inc | 108,469 | $3.10M | 0.95% | +15,882+17.2% | Added |
| Capricorn Fund Managers Ltd | 108,576 | $3.11M | 0.95% | +49,572+84.0% | Added |
| Silicon Valley Capital Partners | 109,615 | $3.13M | 0.66% | +26,220+31.4% | Added |
| Equitable Holdings, Inc. | 109,621 | $3.14M | 0.05% | +7,765+7.6% | Added |
| Sompo Asset Management Co., Ltd. | 109,670 | $3.14M | 0.66% | −2,690−2.4% | Reduced |
| Harbor Capital Advisors, Inc. | 109,799 | $3.14M | 0.91% | +109,799 | New |
| Paradigm Asset Management Co LLC | 109,825 | $3.14M | 0.86% | −300−0.3% | Reduced |
| Latash Investments, LLC | 109,894 | $3.14M | 2.82% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 110,010 | $3.15M | 0.47% | −2,123−1.9% | Reduced |
| Caldwell Trust Co | 110,047 | $3.15M | 0.44% | −4,602−4.0% | Reduced |
| Mengis Capital Management, Inc. | 110,206 | $3.15M | 0.66% | −636−0.6% | Reduced |
| K.J. Harrison & Partners Inc | 113,240 | $3.15M | 0.64% | +58,700+107.6% | Added |
| Strategic Blueprint, LLC | 110,800 | $3.17M | 0.33% | +18,725+20.3% | Added |
| ARGA Investment Management, LP | 111,133 | $3.18M | 0.12% | +46,813+72.8% | Added |
| Hohimer Wealth Management, LLC | 111,305 | $3.18M | 0.92% | +57,485+106.8% | Added |
| Wintrust Investments LLC | 111,483 | $3.19M | 0.41% | +111,483 | New |
| Harbour Capital Advisors, LLC | 111,564 | $3.19M | 0.96% | +20,190+22.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 111,710 | $3.19M | 0.17% | +2,129+1.9% | Added |
| Kingsview Wealth Management, LLC | 111,716 | $3.20M | 0.13% | +9,035+8.8% | Added |
| Varma Mutual Pension Insurance Co | 111,771 | $3.20M | 0.04% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 111,931 | $3.20M | 3.18% | +8,807+8.5% | Added |
| Ashton Thomas Private Wealth, LLC | 112,056 | $3.20M | 0.28% | +10,013+9.8% | Added |
| Parsons Capital Management Inc | 112,112 | $3.21M | 0.26% | −3,558−3.1% | Reduced |
| Veriti Management LLC | 112,228 | $3.21M | 0.38% | −4,696−4.0% | Reduced |