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 |
|---|---|---|---|---|---|
| Vigilant Capital Management, LLC | 5,452 | $156.0K | 0.01% | −3,337−38.0% | Reduced |
| Tucker Asset Management LLC | 5,479 | $156.7K | 0.05% | +1,240+29.3% | Added |
| Plante Moran Financial Advisors, LLC | 5,509 | $157.5K | 0.02% | −123−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 5,567 | $159.2K | 0.02% | −319−5.4% | Reduced |
| WealthPLAN Partners, LLC | 5,578 | $159.5K | 0.02% | −20,363−78.5% | Reduced |
| Mach-1 Financial Group, Inc. | 5,587 | $159.6K | 1.02% | −48,937−89.8% | Reduced |
| Slocum, Gordon & Co LLP | 5,661 | $161.9K | 0.13% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,719 | $163.6K | 0.02% | +136+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 5,785 | $165.5K | 0.03% | +5,785 | New |
| Vestor Capital, LLC | 5,822 | $167.0K | 0.02% | −242,327−97.7% | Reduced |
| Steward Financial Group LLC | 5,867 | $167.0K | 0.06% | +662+12.7% | Added |
| Pacific Center for Financial Services | 5,913 | $169.1K | 0.06% | +5,913 | New |
| Fortis Advisors, LLC | 6,000 | $171.6K | 0.11% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,044 | $172.9K | 0.01% | +289+5.0% | Added |
| Penserra Capital Management LLC | 6,102 | $174.0K | 0.00% | −145−2.3% | Reduced |
| JCIC Asset Management Inc. | 6,176 | $176.6K | 0.08% | −344−5.3% | Reduced |
| West Oak Capital, LLC | 6,185 | $176.9K | 0.09% | +1,800+41.0% | Added |
| Financial Perspectives, Inc | 6,200 | $177.3K | 0.08% | +25+0.4% | Added |
| Crewe Advisors LLC | 6,276 | $179.5K | 0.03% | −442−6.6% | Reduced |
| Spartan Fund Management Inc. | 6,300 | $180.2K | 0.08% | +6,300 | New |
| Y.D. More Investments Ltd | 6,317 | $180.6K | 0.04% | +112+1.8% | Added |
| CVA Family Office, LLC | 6,318 | $180.7K | 0.04% | −9,431−59.9% | Reduced |
| Powell Investment Advisors, LLC | 6,326 | $180.9K | 0.10% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,426 | $183.8K | 0.09% | +625+10.8% | Added |
| Operose Advisors LLC | 6,456 | $184.7K | 0.09% | +2,392+58.9% | Added |
| EP Wealth Advisors, LLC | 281,708 | $184.7K | 0.00% | +140,680+99.8% | Added |
| TSFG, LLC | 6,616 | $189.0K | 0.07% | −446−6.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,852 | $196.0K | 0.09% | +222+3.3% | Added |
| Hills Bank & Trust Co | 6,873 | $196.6K | 0.03% | −52−0.8% | Reduced |
| Vivaldi Capital Management, LLC | 7,023 | $200.9K | 0.06% | −1,933−21.6% | Reduced |
| Barings LLC | 7,029 | $201.0K | 0.01% | −2,682−27.6% | Reduced |
| Maltin Wealth Management, Inc. | 7,031 | $201.1K | 0.14% | +358+5.4% | Added |
| Versant Capital Management, Inc | 7,055 | $201.8K | 0.07% | +770+12.3% | Added |
| Radnor Capital Management, LLC | 7,055 | $202.0K | 0.05% | +7,055 | New |
| Magnolia Capital Advisors LLC | 7,069 | $202.2K | 0.10% | −423−5.6% | Reduced |
| Goldstone Financial Group, LLC | 7,087 | $202.7K | 0.07% | +7,087 | New |
| Burt Wealth Advisors | 7,139 | $204.2K | 0.06% | +1,052+17.3% | Added |
| Johnson Midwest Financial, LLC | 7,146 | $204.4K | 0.29% | +111+1.6% | Added |
| Signature Wealth Management Partners, LLC | 7,152 | $204.5K | 0.19% | +7,152 | New |
| Five Oceans Advisors | 7,160 | $204.8K | 0.13% | −1,796−20.1% | Reduced |
| Hunter Associates Investment Management LLC | 7,223 | $205.0K | 0.04% | −150−2.0% | Reduced |
| Granite Investment Partners, LLC | 7,170 | $205.1K | 0.01% | −300−4.0% | Reduced |
| Ethos Financial Group, LLC | 7,203 | $206.0K | 0.06% | −1,533−17.5% | Reduced |
| Matrix Private Capital Group LLC | 7,210 | $206.2K | 0.14% | −168−2.3% | Reduced |
| Independent Family Office, LLC | 7,219 | $206.5K | 0.12% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 7,237 | $207.0K | 0.13% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 7,238 | $207.0K | 0.07% | +906+14.3% | Added |
| Ted Buchan & Co | 7,250 | $207.3K | 0.17% | −168−2.3% | Reduced |
| Bogart Wealth, LLC | 7,252 | $207.4K | 0.01% | +4,313+146.8% | Added |
| Investment Advisory Group, LLC | 7,264 | $207.8K | 0.12% | +424+6.2% | Added |
| Ironwood Investment Management LLC | 7,265 | $207.8K | 0.13% | −346−4.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,290 | $209.0K | 0.07% | −123−1.7% | Reduced |
| Northcape Wealth Management, LLC | 7,316 | $209.2K | 0.08% | +7,316 | New |
| Monte Financial Group, LLC | 7,324 | $209.5K | 0.11% | 00.0% | Unchanged |
| Sharper & Granite LLC | 7,330 | $209.6K | 0.13% | −86−1.2% | Reduced |
| Norway Savings Bank | 7,364 | $210.6K | 0.11% | −100−1.3% | Reduced |
| Bridgeworth, LLC | 7,390 | $211.3K | 0.03% | −491−6.2% | Reduced |
| Widmann Financial Services, Inc. | 7,395 | $211.5K | 0.21% | +296+4.2% | Added |
| Matrix Asset Advisors Inc | 7,399 | $211.6K | 0.03% | +7,399 | New |
| Beese Fulmer Investment Management, Inc. | 7,401 | $211.7K | 0.02% | −1,166−13.6% | Reduced |
| Readystate Asset Management LP | 7,418 | $212.2K | 0.03% | +7,418 | New |
| Ballast Advisors LLC | 7,426 | $212.4K | 0.08% | +380+5.4% | Added |
| Wells Trecaso Financial Group, LLC | 7,449 | $213.0K | 0.10% | +7+0.1% | Added |
| First Capital Advisors Group, LLC. | 7,454 | $213.2K | 0.14% | −147−1.9% | Reduced |
| Sentry LLC | 7,456 | $213.2K | 0.05% | +7,456 | New |
| Collective Family Office LLC | 7,478 | $213.9K | 0.09% | −246−3.2% | Reduced |
| Bull Street Advisors, LLC | 7,487 | $214.0K | 0.11% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,505 | $214.6K | 0.04% | −4,400−37.0% | Reduced |
| Ifrah Financial Services, Inc. | 7,567 | $216.4K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,567 | $216.4K | 0.11% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $216.5K | 0.10% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 7,577 | $216.7K | 0.05% | −269−3.4% | Reduced |
| Cardiff Park Advisors, LLC | 7,586 | $216.9K | 0.03% | +7,586 | New |
| WealthBridge Capital Management, LLC | 7,600 | $217.4K | 0.09% | +700+10.1% | Added |
| Indie Asset Partners, LLC | 7,606 | $217.5K | 0.25% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 7,611 | $217.7K | 0.18% | +1,120+17.3% | Added |
| Galvin, Gaustad & Stein, LLC | 7,615 | $217.8K | 0.02% | +450+6.3% | Added |
| Maven Securities LTD | 7,624 | $218.0K | 0.03% | +7,624 | New |
| Weaver Consulting Group | 7,630 | $218.2K | 0.10% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,635 | $218.4K | 0.12% | +1,575+26.0% | Added |
| WFA of San Diego, LLC | 7,655 | $218.9K | 0.23% | −1,736−18.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 7,662 | $219.0K | 0.12% | −1,670−17.9% | Reduced |
| Laird Norton Trust Company, LLC | 7,702 | $220.3K | 0.03% | −396−4.9% | Reduced |
| Well Done, LLC | 7,749 | $221.6K | 0.05% | −55−0.7% | Reduced |
| Heck Capital Advisors, LLC | 7,754 | $221.8K | 0.04% | +283+3.8% | Added |
| Kaizen Financial Strategies | 7,771 | $222.2K | 0.22% | −3,376−30.3% | Reduced |
| KRS Capital Management, LLC | 7,774 | $222.3K | 0.25% | +120+1.6% | Added |
| DDFG, Inc | 7,783 | $222.6K | 0.09% | +20.0% | Added |
| Nelson Capital Management, LLC | 7,802 | $223.1K | 0.06% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 7,823 | $223.7K | 0.07% | +10.0% | Added |
| BerganKDV Wealth Management, LLC | 7,846 | $224.4K | 0.02% | −956−10.9% | Reduced |
| First Nebraska Trust Co | 7,854 | $224.6K | 0.03% | −100−1.3% | Reduced |
| Petix & Botte Co | 7,856 | $224.7K | 0.15% | +7,856 | New |
| Family Management Corp | 7,856 | $224.7K | 0.05% | −1,275−14.0% | Reduced |
| Gateway Wealth Partners, LLC | 7,871 | $225.1K | 0.03% | +1,320+20.1% | Added |
| HFG Advisors, Inc. | 7,880 | $225.4K | 0.26% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7,918 | $226.4K | 0.25% | +1,246+18.7% | Added |
| Lowell Blake & Associates Inc. | 7,935 | $226.9K | 0.07% | −300−3.6% | Reduced |
| Hall Laurie J Trustee | 7,957 | $227.0K | 0.10% | −300−3.6% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $227.0K | 0.01% | 00.0% | Unchanged |