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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 113,059 | $3.23M | 1.12% | −2,825−2.4% | Reduced |
| Dakota Wealth Management | 113,062 | $3.23M | 0.22% | −244−0.2% | Reduced |
| Boit C F David | 108,207 | $3.25M | 2.22% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 113,983 | $3.26M | 0.21% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 98,826 | $3.27M | 0.05% | −6,337−6.0% | Reduced |
| Consolidated Capital Management, LLC | 114,499 | $3.27M | 1.76% | +34,778+43.6% | Added |
| Aspen Grove Capital, LLC | 114,575 | $3.28M | 1.43% | −5,283−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 114,990 | $3.29M | 0.49% | −6,782−5.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 115,064 | $3.29M | 1.68% | +1,266+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 115,107 | $3.29M | 0.24% | +17,340+17.7% | Added |
| HAP Trading, LLC | 115,274 | $3.30M | 0.80% | −8,012−6.5% | Reduced |
| Asset Management Advisors, LLC | 115,575 | $3.31M | 3.16% | +580+0.5% | Added |
| Park Avenue Securities LLC | 115,738 | $3.31M | 0.06% | +1,338+1.2% | Added |
| Chesley Taft & Associates LLC | 115,842 | $3.31M | 0.22% | +22,222+23.7% | Added |
| Opus Investment Management Inc | 116,150 | $3.32M | 1.20% | 00.0% | Unchanged |
| Signaturefd, LLC | 117,020 | $3.35M | 0.09% | −3,851−3.2% | Reduced |
| Charter Trust Co | 117,187 | $3.35M | 0.27% | +440+0.4% | Added |
| Whittier Trust Co | 117,324 | $3.35M | 0.06% | −8,182−6.5% | Reduced |
| River & Mercantile Asset Management LLP | 117,366 | $3.35M | 0.69% | +11,850+11.2% | Added |
| California First Leasing Corp | 117,500 | $3.36M | 2.25% | 00.0% | Unchanged |
| Marco Investment Management LLC | 118,006 | $3.37M | 0.38% | +130.0% | Added |
| Essex Financial Services, Inc. | 118,091 | $3.38M | 0.36% | +1,328+1.1% | Added |
| J.W. Cole Advisors, Inc. | 118,092 | $3.38M | 0.24% | +20,829+21.4% | Added |
| Lyell Wealth Management, LP | 118,326 | $3.38M | 0.47% | −16,122−12.0% | Reduced |
| GHP Investment Advisors, Inc. | 118,456 | $3.39M | 0.22% | +836+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 118,554 | $3.39M | 0.38% | −34,790−22.7% | Reduced |
| Principle Wealth Partners LLC | 119,026 | $3.40M | 0.36% | +1,342+1.1% | Added |
| Argyle Capital Management Inc. | 119,293 | $3.41M | 1.20% | 00.0% | Unchanged |
| We Are One Seven, LLC | 119,751 | $3.42M | 0.22% | +6,184+5.4% | Added |
| Andra AP-fonden | 120,900 | $3.46M | 0.09% | +59,700+97.5% | Added |
| Udine Wealth Management, Inc. | 121,277 | $3.47M | 5.35% | +6,806+5.9% | Added |
| Ariel Investments, LLC | 121,454 | $3.47M | 0.03% | +25,415+26.5% | Added |
| Burns J W & Co Inc | 121,454 | $3.47M | 0.59% | −3,940−3.1% | Reduced |
| S&CO Inc | 122,321 | $3.50M | 0.30% | −850−0.7% | Reduced |
| Ostrum Asset Management | 122,790 | $3.51M | 0.31% | +122,790 | New |
| Asset Planning Services Inc | 123,824 | $3.54M | 2.24% | +3,850+3.2% | Added |
| Fiduciary Group LLC | 124,228 | $3.55M | 0.46% | +2,200+1.8% | Added |
| Senvest Management, LLC | 125,000 | $3.58M | 0.13% | +125,000 | New |
| Red Door Wealth Management, LLC | 125,456 | $3.59M | 1.13% | +1,112+0.9% | Added |
| apricus wealth, LLC | 125,475 | $3.59M | 3.27% | +21,835+21.1% | Added |
| Cantor Fitzgerald, L. P. | 125,639 | $3.59M | 0.08% | −11,409−8.3% | Reduced |
| Fulton Bank, N.A. | 125,947 | $3.60M | 0.19% | −1,570−1.2% | Reduced |
| Bank of Nova Scotia Trust Co | 126,079 | $3.61M | 0.40% | −5,046−3.8% | Reduced |
| Capital Insight Partners, LLC | 126,393 | $3.61M | 0.85% | +1,755+1.4% | Added |
| Bessemer Securities LLC | 126,718 | $3.62M | 1.69% | −21,800−14.7% | Reduced |
| CAPROCK Group, Inc. | 126,922 | $3.63M | 0.28% | +43,138+51.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127,081 | $3.63M | 0.25% | +6,692+5.6% | Added |
| MainStreet Investment Advisors LLC | 127,759 | $3.65M | 0.40% | +2,238+1.8% | Added |
| Hodges Capital Management Inc. | 123,533 | $3.66M | 0.30% | −41,833−25.3% | Reduced |
| Wade G W & Inc | 128,345 | $3.67M | 0.14% | +7,743+6.4% | Added |
| Trustmark National Bank Trust Department | 128,950 | $3.69M | 0.34% | −110,700−46.2% | Reduced |
| Cornerstone Wealth Group, LLC | 129,056 | $3.69M | 0.66% | +67,172+108.5% | Added |
| Courier Capital LLC | 129,110 | $3.69M | 0.41% | −1,456−1.1% | Reduced |
| Bank Ozk | 129,440 | $3.70M | 1.84% | +10,941+9.2% | Added |
| D L Carlson Investment Group Inc | 129,464 | $3.70M | 0.84% | −15,334−10.6% | Reduced |
| BKD Wealth Advisors, LLC | 129,495 | $3.70M | 0.12% | +10,265+8.6% | Added |
| Front Street Capital Management, Inc. | 129,515 | $3.70M | 0.80% | −5,201−3.9% | Reduced |
| Vident Investment Advisory, LLC | 129,607 | $3.71M | 0.12% | +3,779+3.0% | Added |
| Dynamic Advisor Solutions LLC | 132,361 | $3.79M | 0.22% | −13,877−9.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 133,164 | $3.80M | 0.19% | +51,943+64.0% | Added |
| Carret Asset Management, LLC | 133,047 | $3.81M | 0.53% | −42,832−24.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 133,110 | $3.81M | 1.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 133,150 | $3.81M | 0.08% | +75,965+132.8% | Added |
| Kinneret Advisory, LLC | 133,353 | $3.81M | 0.49% | −7,164−5.1% | Reduced |
| Credit Capital Investments LLC | 134,000 | $3.83M | 4.97% | +3,985+3.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 134,330 | $3.84M | 0.40% | +2,585+2.0% | Added |
| Arrow Financial Corp | 134,439 | $3.84M | 0.50% | +1,296+1.0% | Added |
| Diversified Trust Co | 134,998 | $3.86M | 0.15% | −7,362−5.2% | Reduced |
| Resources Investment Advisors, LLC. | 135,096 | $3.86M | 0.09% | +36,292+36.7% | Added |
| Prime Capital Investment Advisors, LLC | 135,463 | $3.87M | 0.16% | −13,850−9.3% | Reduced |
| Focused Wealth Management, Inc | 135,489 | $3.87M | 0.78% | +2,540+1.9% | Added |
| Manatuck Hill Partners, LLC | 135,637 | $3.88M | 1.96% | +14,439+11.9% | Added |
| Consolidated Planning Corp | 135,782 | $3.88M | 1.01% | +22,852+20.2% | Added |
| Icon Advisers Inc | 135,890 | $3.89M | 0.99% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 136,867 | $3.91M | 0.42% | +4,501+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 137,233 | $3.92M | 0.27% | +18,891+16.0% | Added |
| DCF Advisers, LLC | 138,000 | $3.95M | 2.91% | −102,000−42.5% | Reduced |
| Skylands Capital, LLC | 138,650 | $3.97M | 0.58% | +89,850+184.1% | Added |
| Connectus Wealth, LLC | 138,714 | $3.97M | 0.10% | −327,763−70.3% | Reduced |
| Belpointe Asset Management LLC | 139,325 | $3.98M | 0.22% | +50,554+56.9% | Added |
| Patten & Patten Inc | 139,436 | $3.99M | 0.35% | +1,725+1.3% | Added |
| Moody National Bank Trust Division | 139,883 | $4.00M | 0.34% | +74+0.1% | Added |
| United Fire Group Inc | 140,000 | $4.00M | 2.51% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 140,838 | $4.03M | 0.03% | +3,489+2.5% | Added |
| Signet Financial Management, LLC | 141,025 | $4.03M | 0.68% | +6,142+4.6% | Added |
| First Manhattan Co | 141,196 | $4.04M | 0.02% | −5,978−4.1% | Reduced |
| TD Private Client Wealth LLC | 141,660 | $4.05M | 0.18% | +1,702+1.2% | Added |
| Gotham Asset Management, LLC | 141,883 | $4.06M | 0.10% | +20,793+17.2% | Added |
| Lynch & Associates | 142,002 | $4.06M | 1.07% | −1,579−1.1% | Reduced |
| Levin Capital Strategies, L.P. | 142,220 | $4.07M | 0.51% | +4,419+3.2% | Added |
| Cutler Group LP | 142,326 | $4.07M | 0.64% | −114,608−44.6% | Reduced |
| Lincoln National Corp | 142,467 | $4.07M | 0.09% | +10,987+8.4% | Added |
| Quantbot Technologies LP | 143,002 | $4.09M | 0.29% | +143,002 | New |
| Segall Bryant & Hamill, LLC | 143,024 | $4.09M | 0.04% | −1,541−1.1% | Reduced |
| Belmont Capital, LLC | 143,118 | $4.09M | 3.39% | +141,198+7,354.1% | Added |
| McGinn Investment Management, Inc. | 143,514 | $4.11M | 3.13% | +14,974+11.6% | Added |
| Stolper Co | 144,545 | $4.13M | 1.77% | +2,344+1.6% | Added |
| Lincluden Management Ltd | 145,451 | $4.16M | 0.49% | −1,479−1.0% | Reduced |
| Empowered Funds, LLC | 145,692 | $4.17M | 0.25% | +23,119+18.9% | Added |
| Fred Alger Management, LLC | 146,904 | $4.20M | 0.02% | +11,516+8.5% | Added |