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
- 2,665
- −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
- 1,221 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 1,272 | $36.4K | 0.01% | +1,272 | New |
| Schubert & Co | 1,278 | $36.6K | 0.03% | −185−12.6% | Reduced |
| Raffa Wealth Management, LLC | 1,286 | $36.8K | 0.01% | +75+6.2% | Added |
| Quarry LP | 1,295 | $37.0K | 0.02% | −34−2.6% | Reduced |
| RFP Financial Group LLC | 1,332 | $38.1K | 0.04% | −7,120−84.2% | Reduced |
| Front Row Advisors LLC | 1,350 | $39.0K | 0.02% | −249−15.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,429 | $41.0K | 0.01% | −3,819−72.8% | Reduced |
| Oakmont Corp | 1,455 | $41.6K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,461 | $41.8K | 0.06% | +982+205.0% | Added |
| Richelieu Gestion PLC | 1,480 | $42.0K | 0.04% | +600+68.2% | Added |
| Hallmark Capital Management Inc | 1,500 | $42.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,510 | $43.0K | 0.03% | −406−21.2% | Reduced |
| Winch Advisory Services, LLC | 1,494 | $43.0K | 0.02% | +115+8.3% | Added |
| Mendota Financial Group, LLC | 1,095 | $45.1K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,668 | $47.7K | 0.02% | +2+0.1% | Added |
| JJJ Advisors Inc. | 1,690 | $49.9K | 0.01% | −748−30.7% | Reduced |
| Trifecta Capital Advisors, LLC | 1,753 | $50.1K | 0.02% | −71,481−97.6% | Reduced |
| ZRC Wealth Management, LLC | 1,757 | $50.2K | 0.05% | +1,757 | New |
| Horizons Wealth Management | 1,782 | $51.0K | 0.04% | +221+14.2% | Added |
| Bell Investment Advisors, Inc | 1,793 | $51.3K | 0.01% | −165−8.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,810 | $51.8K | 0.01% | −99−5.2% | Reduced |
| Rocky Mountain Advisers, LLC | 1,815 | $52.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,870 | $53.5K | 0.03% | −250−11.8% | Reduced |
| Activest Wealth Management | 1,795 | $54.4K | 0.03% | +1,795 | New |
| Capital Advisors, Ltd. LLC | 1,910 | $55.0K | 0.01% | −4,488−70.1% | Reduced |
| First Community Trust NA | 1,931 | $55.2K | 0.07% | −100−4.9% | Reduced |
| Hanson & Doremus Investment Management | 1,947 | $56.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,002 | $57.3K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,003 | $57.3K | 0.03% | +100+5.3% | Added |
| Western Pacific Wealth Management, LP | 2,027 | $58.0K | 0.04% | −455−18.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,060 | $58.3K | 0.06% | +2,060 | New |
| Riverview Trust Co | 2,081 | $59.5K | 0.05% | −2,317−52.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 2,106 | $60.2K | 0.03% | +3+0.1% | Added |
| Larson Financial Group LLC | 2,115 | $60.5K | 0.01% | −4,833−69.6% | Reduced |
| Central Bank & Trust Co | 2,119 | $60.6K | 0.01% | −915−30.2% | Reduced |
| Dividend Assets Capital, LLC | 1,879 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,179 | $62.3K | 0.00% | +1,223+127.9% | Added |
| Wellington Shields & Co., LLC | 2,298 | $65.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,357 | $67.4K | 0.05% | +120+5.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,399 | $68.6K | 0.06% | +3+0.1% | Added |
| United Community Bank | 2,507 | $71.7K | 0.07% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,560 | $73.2K | 0.00% | +440+20.8% | Added |
| Compass Wealth Management LLC | 2,570 | $73.5K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,498 | $75.0K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,694 | $77.0K | 0.03% | +375+16.2% | Added |
| Acima Private Wealth, LLC | 2,697 | $77.1K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,703 | $77.3K | 0.05% | +1,229+83.4% | Added |
| Avalon Trust Co | 2,748 | $78.6K | 0.01% | +2,748 | New |
| Avion Wealth | 2,386 | $79.0K | 0.02% | +106+4.6% | Added |
| Tradewinds Capital Management, LLC | 2,798 | $80.0K | 0.03% | +97+3.6% | Added |
| RE Dickinson Investment Advisors, LLC | 2,845 | $81.0K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,839 | $81.2K | 0.08% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2,857 | $82.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,006 | $84.0K | 0.04% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 2,197 | $85.0K | 0.04% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2,976 | $85.1K | 0.05% | 00.0% | Unchanged |
| Claar Advisors LLC | 3,000 | $85.8K | 0.03% | +3,000 | New |
| Dougherty Wealth Advisers LLC | 3,055 | $87.4K | 0.13% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,075 | $87.9K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,103 | $88.7K | 0.08% | +3,103 | New |
| Loomis Sayles & Co L P | 3,119 | $89.0K | 0.00% | −3,676−54.1% | Reduced |
| Financial Connections Group, Inc. | 3,113 | $89.0K | 0.06% | −503−13.9% | Reduced |
| Lee Financial Co | 3,139 | $89.8K | 0.02% | −598−16.0% | Reduced |
| New England Capital Financial Advisors LLC | 3,173 | $90.8K | 0.06% | +22+0.7% | Added |
| Adalta Capital Management LLC | 3,262 | $93.0K | 0.07% | −250−7.1% | Reduced |
| Center for Financial Planning, Inc. | 3,337 | $95.4K | 0.02% | +1,377+70.3% | Added |
| Covestor Ltd | 3,357 | $96.0K | 0.08% | −2,633−44.0% | Reduced |
| MB, Levis & Associates, LLC | 3,361 | $96.1K | 0.07% | +5+0.1% | Added |
| Manitou Investment Management Ltd. | 3,375 | $96.5K | 0.02% | +3,375 | New |
| Riggs Asset Managment Co. Inc. | 3,382 | $96.7K | 0.04% | +150+4.6% | Added |
| Trust Co | 3,385 | $96.8K | 0.01% | −150−4.2% | Reduced |
| TFC Financial Management | 3,387 | $96.9K | 0.03% | −910−21.2% | Reduced |
| Elkhorn Partners Limited Partnership | 3,400 | $97.0K | 0.06% | +1,800+112.5% | Added |
| Hillsdale Investment Management Inc. | 3,395 | $97.1K | 0.01% | +1,010+42.3% | Added |
| Knuff & Co LLC | 3,550 | $101.5K | 0.04% | 00.0% | Unchanged |
| Motco | 3,579 | $102.4K | 0.01% | +584+19.5% | Added |
| Carmel Capital Partners, LLC | 3,650 | $104.4K | 0.06% | +3,650 | New |
| Blue Bell Private Wealth Management, LLC | 3,829 | $109.5K | 0.03% | −186−4.6% | Reduced |
| Tfo-TDC, LLC | 4,151 | $118.7K | 0.03% | +4,083+6,004.4% | Added |
| SJS Investment Consulting Inc. | 4,155 | $118.8K | 0.03% | −6−0.1% | Reduced |
| Godsey & Gibb Associates | 4,178 | $119.5K | 0.01% | +4,178 | New |
| Logan Capital Management Inc | 4,192 | $119.9K | 0.01% | −66−1.6% | Reduced |
| Itau Unibanco Holding S.A. | 4,220 | $120.7K | 0.01% | −188,087−97.8% | Reduced |
| Core Alternative Capital | 4,319 | $123.5K | 0.02% | +2,166+100.6% | Added |
| Retirement Group, LLC | 4,391 | $126.0K | 0.06% | +220+5.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,430 | $127.0K | 0.05% | +1,569+54.8% | Added |
| Norwood Financial Corp | 3,820 | $129.0K | 0.20% | +1,173+44.3% | Added |
| Kelly Financial Services LLC | 4,576 | $130.9K | 0.07% | −27−0.6% | Reduced |
| Founders Capital Management | 4,654 | $133.0K | 0.10% | −4−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 4,661 | $133.3K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,750 | $135.8K | 0.04% | −5,200−52.3% | Reduced |
| Rowland & Co Investment Counsel | 4,798 | $137.2K | 0.03% | −146−3.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,805 | $137.4K | 0.07% | +14+0.3% | Added |
| Stuart Chaussee & Associates, Inc. | 4,937 | $141.2K | 0.05% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,252 | $150.2K | 0.09% | +5,252 | New |
| Exchange Traded Concepts, LLC | 5,264 | $150.6K | 0.00% | +4,781+989.9% | Added |
| JFS Wealth Advisors, LLC | 5,305 | $151.7K | 0.01% | −2,069−28.1% | Reduced |
| Old Second National Bank of Aurora | 5,328 | $152.4K | 0.04% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 5,329 | $152.4K | 0.81% | +34+0.6% | Added |
| Missouri Trust & Investment Co | 5,405 | $154.6K | 0.10% | +161+3.1% | Added |