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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 7,962 | $227.7K | 0.07% | −1,317−14.2% | Reduced |
| Ocean Capital Management, LLC | 7,970 | $227.9K | 0.12% | −1,500−15.8% | Reduced |
| Tompkins Financial Corp | 7,974 | $228.1K | 0.04% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 7,980 | $228.2K | 0.03% | −1,068−11.8% | Reduced |
| Strategy Asset Managers LLC | 7,989 | $228.5K | 0.06% | −1,387−14.8% | Reduced |
| Tranquilli Financial Advisor LLC | 7,998 | $228.7K | 0.17% | +7,998 | New |
| Black Maple Capital Management LP | 8,000 | $228.8K | 0.29% | +8,000 | New |
| Artal Group S.A. | 8,000 | $229.0K | 0.01% | +8,000 | New |
| Ironwood Investment Counsel, LLC | 8,029 | $229.6K | 0.05% | −678−7.8% | Reduced |
| Sterneck Capital Management, LLC | 8,029 | $229.6K | 0.14% | +20.0% | Added |
| Grandfield & Dodd, LLC | 8,031 | $229.7K | 0.02% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 8,039 | $229.9K | 0.09% | +10+0.1% | Added |
| Pflug Koory, LLC | 8,060 | $230.5K | 0.13% | +150+1.9% | Added |
| Bridge Advisory, LLC | 8,067 | $230.7K | 0.09% | +297+3.8% | Added |
| Marshall Financial Group Inc | 8,071 | $230.8K | 0.09% | +50+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 8,064 | $231.0K | 0.01% | −334−4.0% | Reduced |
| Eagle Bay Advisors LLC | 8,085 | $231.2K | 0.13% | −1,649−16.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,113 | $232.0K | 0.04% | +8,113 | New |
| Navis Wealth Advisors, LLC | 8,117 | $232.1K | 0.25% | +800+10.9% | Added |
| CoreFirst Bank & Trust | 8,143 | $232.9K | 0.17% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,166 | $233.5K | 0.13% | −19−0.2% | Reduced |
| Forza Wealth Management, LLC | 8,168 | $233.6K | 0.12% | +8,168 | New |
| Bay Rivers Group | 8,186 | $234.1K | 0.20% | 00.0% | Unchanged |
| First National Bank of South Miami | 8,190 | $234.2K | 0.19% | −3,134−27.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,195 | $234.4K | 0.08% | +230+2.9% | Added |
| Beta Wealth Group, Inc. | 8,200 | $234.5K | 0.13% | +1,000+13.9% | Added |
| Destination Wealth Management | 8,230 | $235.4K | 0.01% | −1,154−12.3% | Reduced |
| Beacon Capital Management, LLC | 8,249 | $235.9K | 0.07% | −965−10.5% | Reduced |
| Cascade Investment Group, Inc. | 8,256 | $236.1K | 0.23% | 00.0% | Unchanged |
| Diversified, LLC | 8,274 | $236.6K | 0.08% | +1,443+21.1% | Added |
| Grey Street Capital, LLC | 8,275 | $236.7K | 0.17% | +8,275 | New |
| Saxon Interests, Inc. | 8,281 | $236.8K | 0.13% | +1,886+29.5% | Added |
| Pennsylvania Capital Management Inc | 8,285 | $237.0K | 0.11% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 8,300 | $237.4K | 0.11% | +8,300 | New |
| Summit X, LLC | 8,290 | $237.5K | 0.06% | +8,290 | New |
| WoodTrust Financial Corp | 8,322 | $238.0K | 0.05% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 8,333 | $238.3K | 0.05% | −30,758−78.7% | Reduced |
| Segment Wealth Management, LLC | 8,358 | $239.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8,363 | $239.2K | 0.16% | +20.0% | Added |
| United Bank | 8,376 | $239.6K | 0.03% | +320+4.0% | Added |
| Heritage Financial Services, LLC | 8,380 | $239.7K | 0.05% | +790+10.4% | Added |
| GSB Wealth Management, LLC | 8,407 | $240.4K | 0.08% | +8,407 | New |
| J. W. Coons Advisors, LLC | 8,421 | $240.8K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 8,423 | $240.9K | 0.03% | −26−0.3% | Reduced |
| DT Investment Partners, LLC | 8,300 | $241.0K | 0.03% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 8,440 | $241.4K | 0.11% | +32+0.4% | Added |
| Centerpoint Advisors, LLC | 8,454 | $242.0K | 0.11% | +797+10.4% | Added |
| Sonora Investment Management Group, LLC | 8,474 | $242.4K | 0.02% | −298−3.4% | Reduced |
| Klingman & Associates, LLC | 8,490 | $242.8K | 0.02% | −422−4.7% | Reduced |
| Palisade Capital Management LLC | 8,500 | $243.1K | 0.01% | +8,500 | New |
| WSFS Capital Management, LLC | 8,509 | $243.4K | 0.03% | −331−3.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,562 | $244.9K | 0.10% | −181−2.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 8,563 | $244.9K | 0.08% | +404+5.0% | Added |
| Cooper/Haims Advisors, LLC | 8,567 | $245.0K | 0.20% | +41+0.5% | Added |
| MinichMacGregor Wealth Management, LLC | 8,606 | $246.1K | 0.08% | +6,113+245.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 8,608 | $246.2K | 0.16% | 00.0% | Unchanged |
| CIC Wealth, LLC | 8,615 | $246.4K | 0.09% | +2,119+32.6% | Added |
| Obsidian Personal Planning Solutions LLC | 8,641 | $247.1K | 0.36% | +8,641 | New |
| Delap Wealth Advisory, LLC | 8,677 | $248.2K | 0.25% | −1,888−17.9% | Reduced |
| Lodestar Private Asset Management LLC | 8,694 | $248.7K | 0.04% | +144+1.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,703 | $248.9K | 0.04% | +117+1.4% | Added |
| Financial Advisors, LLC | 8,727 | $249.6K | 0.06% | 00.0% | Unchanged |
| Verum Partners LLC | 8,728 | $249.6K | 0.27% | +454+5.5% | Added |
| EPG Wealth Management LLC | 8,741 | $250.0K | 0.08% | −4,977−36.3% | Reduced |
| JSF Financial, LLC | 8,749 | $250.2K | 0.09% | +8,749 | New |
| CFM Wealth Partners LLC | 8,759 | $250.5K | 0.07% | −1,140−11.5% | Reduced |
| Mayfair Advisory Group, LLC | 8,504 | $251.0K | 0.27% | +5+0.1% | Added |
| Hardy Reed LLC | 8,780 | $251.1K | 0.04% | +1,000+12.9% | Added |
| Morling Financial Advisors, LLC | 8,782 | $251.2K | 0.27% | +1,117+14.6% | Added |
| Alterity Financial Group, LLC | 8,797 | $251.6K | 0.37% | +448+5.4% | Added |
| Lee Johnson Capital Management, LLC | 8,801 | $251.7K | 0.26% | −5,000−36.2% | Reduced |
| Narwhal Capital Management | 8,803 | $251.8K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 8,811 | $252.0K | 0.10% | −3,000−25.4% | Reduced |
| GeoWealth Management, LLC | 8,830 | $252.0K | 0.03% | −727−7.6% | Reduced |
| Quantum Financial Advisors, LLC | 8,848 | $253.0K | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,865 | $253.5K | 0.03% | −938−9.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,903 | $254.6K | 0.19% | +1,416+18.9% | Added |
| United Capital Management of KS, Inc. | 8,913 | $254.9K | 0.09% | +8,913 | New |
| Evergreen Wealth Solutions, LLC | 8,914 | $255.0K | 0.29% | −1,638−15.5% | Reduced |
| Patriot Investment Management Inc. | 8,922 | $255.2K | 0.02% | +5+0.1% | Added |
| Oak Hill Wealth Advisors, LLC | 8,979 | $256.8K | 0.10% | +11+0.1% | Added |
| Requisite Capital Management, LLC | 8,984 | $256.9K | 0.08% | +8,984 | New |
| Tacita Capital Inc | 9,001 | $257.0K | 0.19% | 00.0% | Unchanged |
| Skba Capital Management LLC | 9,000 | $257.4K | 0.05% | −200−2.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,033 | $258.3K | 0.15% | −1,325−12.8% | Reduced |
| Kozak & Associates, Inc. | 9,058 | $259.1K | 0.12% | −67−0.7% | Reduced |
| Keebeck Wealth Management, LLC | 9,069 | $259.4K | 0.04% | +324+3.7% | Added |
| MBA Advisors LLC | 9,091 | $260.0K | 0.16% | −400−4.2% | Reduced |
| West Bancorporation Inc | 9,110 | $260.5K | 0.20% | −344−3.6% | Reduced |
| Violich Capital Management, Inc. | 9,114 | $261.0K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 9,174 | $262.3K | 0.12% | +11+0.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,289 | $263.0K | 0.02% | +89+1.0% | Added |
| Canton Hathaway, LLC | 9,208 | $263.0K | 0.09% | +1,099+13.6% | Added |
| BlackDiamond Wealth Management Inc. | 9,149 | $263.8K | 0.27% | +1,119+13.9% | Added |
| BCJ Capital Management, LLC | 9,237 | $264.2K | 0.02% | +717+8.4% | Added |
| US Financial Advisors, LLC | 9,238 | $264.2K | 0.12% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 9,246 | $264.4K | 0.33% | 00.0% | Unchanged |
| My Personal CFO, LLC | 9,271 | $265.1K | 0.23% | +9,262+102,911.1% | Added |
| BNC Wealth Management, LLC | 9,302 | $266.0K | 0.15% | −44,399−82.7% | Reduced |
| Nvest Financial, LLC | 9,348 | $267.4K | 0.28% | +47+0.5% | Added |