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 |
|---|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | 9,354 | $267.6K | 0.14% | −438−4.5% | Reduced |
| Johnson Financial Group, Inc. | 9,409 | $269.1K | 0.02% | +1,704+22.1% | Added |
| Northwest Wealth Management, LLC | 9,418 | $269.3K | 0.10% | +9,418 | New |
| Cedar Brook Financial Partners, LLC | 9,433 | $269.8K | 0.07% | −2,024−17.7% | Reduced |
| Options Solutions, LLC | 9,446 | $270.2K | 0.31% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 9,449 | $270.2K | 0.07% | +9,449 | New |
| Lokken Investment Group LLC | 9,456 | $270.4K | 0.21% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 9,470 | $270.8K | 0.15% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 9,484 | $271.2K | 0.12% | +2,127+28.9% | Added |
| Hunter Perkins Capital Management, LLC | 9,506 | $272.0K | 0.06% | +9,506 | New |
| Community Trust & Investment Co | 9,530 | $272.6K | 0.02% | +9,530 | New |
| Certified Advisory Corp | 9,595 | $274.4K | 0.05% | +322+3.5% | Added |
| Bath Savings Trust Co | 9,598 | $274.5K | 0.03% | −326−3.3% | Reduced |
| Paladin Advisory Group, LLC | 9,610 | $274.8K | 0.23% | +9,610 | New |
| HBW Advisory Services LLC | 9,598 | $275.0K | 0.07% | −4,705−32.9% | Reduced |
| Consilium Wealth Advisory, LLC | 9,633 | $275.5K | 0.23% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 9,683 | $275.8K | 0.17% | +444+4.8% | Added |
| Benjamin Edwards Inc | 9,671 | $277.0K | 0.07% | +1,545+19.0% | Added |
| Smith Anglin Financial, LLC | 9,729 | $278.2K | 0.04% | +1,309+15.5% | Added |
| Sage Investment Advisers LLC | 9,758 | $279.1K | 0.37% | +806+9.0% | Added |
| Sanders Morris Harris LLC | 9,761 | $279.2K | 0.10% | 00.0% | Unchanged |
| Iowa State Bank | 9,770 | $279.4K | 0.07% | −148−1.5% | Reduced |
| Townsend & Associates, Inc | 9,559 | $279.9K | 0.11% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 9,800 | $280.3K | 0.28% | +2,100+27.3% | Added |
| J. L. Bainbridge & Co., Inc. | 9,804 | $280.4K | 0.04% | −20−0.2% | Reduced |
| Capital Planning Advisors, LLC | 9,813 | $280.7K | 0.06% | −1,215−11.0% | Reduced |
| Van Strum & Towne Inc. | 9,824 | $281.0K | 0.12% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9,831 | $281.2K | 0.06% | +84+0.9% | Added |
| Riversedge Advisors, LLC | 9,860 | $282.0K | 0.08% | +3,692+59.9% | Added |
| Allred Capital Management, LLC | 9,892 | $282.9K | 0.15% | +809+8.9% | Added |
| Valley National Advisers Inc | 9,518 | $283.0K | 0.05% | −159−1.6% | Reduced |
| Meixler Investment Management, Ltd. | 9,900 | $283.1K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 9,929 | $284.0K | 0.10% | −10.0% | Reduced |
| Main Street Research LLC | 9,933 | $284.1K | 0.06% | −322,156−97.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 9,937 | $284.2K | 0.16% | +9,937 | New |
| Delta Investment Management, LLC | 9,943 | $284.4K | 0.08% | +993+11.1% | Added |
| Verus Financial Partners, Inc. | 10,536 | $284.4K | 0.04% | +13+0.1% | Added |
| MKT Advisors LLC | 10,303 | $284.8K | 0.21% | −236−2.2% | Reduced |
| Chatham Capital Group, Inc. | 9,959 | $284.8K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 9,966 | $285.0K | 0.04% | +1,875+23.2% | Added |
| First Interstate Bank | 9,980 | $285.4K | 0.02% | −1,635−14.1% | Reduced |
| Osborne Partners Capital Management, LLC | 9,987 | $285.6K | 0.02% | +264+2.7% | Added |
| Synergy Financial Management, LLC | 9,990 | $285.7K | 0.07% | −2,267−18.5% | Reduced |
| Red Wave Investments LLC | 9,995 | $285.9K | 0.12% | −311−3.0% | Reduced |
| Brave Asset Management Inc | 9,995 | $285.9K | 0.09% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,000 | $286.0K | 0.01% | +10,000 | New |
| Colony Family Offices, LLC | 10,001 | $286.0K | 0.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 10,025 | $286.7K | 0.04% | +3,195+46.8% | Added |
| Investment Partners, Ltd. | 10,032 | $286.9K | 0.15% | +13+0.1% | Added |
| Westshore Wealth, LLC | 10,036 | $287.0K | 0.15% | +362+3.7% | Added |
| Arthur M. Cohen & Associates, LLC | 10,107 | $287.2K | 0.08% | −3,279−24.5% | Reduced |
| Vicus Capital | 10,067 | $287.9K | 0.03% | −117−1.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 10,071 | $288.0K | 0.08% | +42+0.4% | Added |
| Gryphon Financial Partners LLC | 10,075 | $288.1K | 0.07% | −1,571−13.5% | Reduced |
| Channel Wealth LLC | 10,084 | $288.4K | 0.19% | +10,084 | New |
| Triton Wealth Management, PLLC | 9,962 | $289.0K | 0.18% | −139−1.4% | Reduced |
| Keystone Financial Services | 10,124 | $289.5K | 0.16% | +10,124 | New |
| QCM Cayman, Ltd. | 10,136 | $289.9K | 1.82% | +3,971+64.4% | Added |
| JGP Wealth Management, LLC | 10,147 | $290.2K | 0.05% | −1,769−14.8% | Reduced |
| Legacy Capital Group California, Inc. | 10,152 | $290.3K | 0.14% | +10,152 | New |
| Texas Capital Bancshares Inc | 10,156 | $290.5K | 0.18% | +188+1.9% | Added |
| Sara-Bay Financial | 10,195 | $291.6K | 0.15% | −286−2.7% | Reduced |
| 44 Wealth Management LLC | 10,225 | $292.4K | 0.10% | +640+6.7% | Added |
| BFT Financial Group, LLC | 10,207 | $292.6K | 0.04% | +10,207 | New |
| TrueWealth Advisors, LLC | 10,263 | $293.5K | 0.12% | −4,122−28.7% | Reduced |
| Single Point Partners, LLC | 10,281 | $294.0K | 0.06% | −2,624−20.3% | Reduced |
| Madison Wealth Partners, Inc | 10,281 | $294.0K | 0.15% | −86−0.8% | Reduced |
| Morton Capital Management LLC | 10,287 | $294.2K | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 10,290 | $294.3K | 0.07% | −1,744−14.5% | Reduced |
| Nicolet Bankshares Inc | 10,326 | $295.3K | 0.10% | −238−2.3% | Reduced |
| Bangor Savings Bank | 10,339 | $295.7K | 0.03% | +209+2.1% | Added |
| McAdam, LLC | 10,344 | $295.8K | 0.03% | +504+5.1% | Added |
| Stokes Family Office, LLC | 10,379 | $296.8K | 0.04% | −4,942−32.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,361 | $297.0K | 0.50% | −4,919−32.2% | Reduced |
| Smithbridge Asset Management Inc | 10,389 | $297.0K | 0.07% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10,417 | $297.9K | 0.02% | −20,395−66.2% | Reduced |
| GenTrust, LLC | 10,435 | $298.4K | 0.02% | +3,540+51.3% | Added |
| Moseley Investment Management Inc | 10,446 | $298.8K | 0.19% | +7+0.1% | Added |
| King Wealth | 10,466 | $299.0K | 0.07% | +3,000+40.2% | Added |
| Schrum Private Wealth Management LLC | 10,459 | $299.1K | 0.35% | +14+0.1% | Added |
| Garrett Investment Advisors LLC | 10,460 | $299.2K | 0.05% | +1,938+22.7% | Added |
| Childress Capital Advisors, LLC | 10,476 | $299.6K | 0.13% | −16,856−61.7% | Reduced |
| Pathway Financial Advisors LLC | 10,476 | $299.6K | 0.10% | +82+0.8% | Added |
| Summit Financial Strategies, Inc. | 10,481 | $299.8K | 0.06% | +11+0.1% | Added |
| Evermay Wealth Management LLC | 10,500 | $300.3K | 0.06% | −1,265−10.8% | Reduced |
| Trellis Advisors, LLC | 10,507 | $300.5K | 0.14% | +82+0.8% | Added |
| Spreng Capital Management, Inc. | 10,514 | $300.7K | 0.26% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,576 | $302.5K | 0.08% | −58−0.5% | Reduced |
| KB Financial Partners, LLC | 10,602 | $303.0K | 0.09% | +242+2.3% | Added |
| Alethea Capital Management, LLC | 10,607 | $303.3K | 0.32% | +7+0.1% | Added |
| Carlson Capital Management | 10,610 | $303.5K | 0.02% | −240−2.2% | Reduced |
| WR Wealth Planners, LLC | 10,656 | $304.8K | 0.13% | +10,647+118,300.0% | Added |
| Jacobsen Capital Management | 10,663 | $305.0K | 0.16% | +10,663 | New |
| Franklin Street Advisors Inc | 10,648 | $305.0K | 0.03% | +150+1.4% | Added |
| Oak Harbor Wealth Partners, LLC | 10,671 | $305.2K | 0.11% | +425+4.1% | Added |
| RiverFront Investment Group, LLC | 10,699 | $306.0K | 0.01% | +10,699 | New |
| DRW Securities, LLC | 10,726 | $307.0K | 0.04% | −13,347−55.4% | Reduced |
| SRS Capital Advisors, Inc. | 10,765 | $307.9K | 0.04% | +366+3.5% | Added |
| Delphia (USA) Inc. | 10,781 | $308.3K | 0.38% | +10,781 | New |
| Oldfather Financial Services, LLC | 10,781 | $308.3K | 0.16% | +10,781 | New |