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 |
|---|---|---|---|---|---|
| Cornerstone Management, Inc. | 10,800 | $308.9K | 0.08% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 10,805 | $309.0K | 0.25% | +7+0.1% | Added |
| WMS Partners, LLC | 10,808 | $309.1K | 0.03% | −110−1.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,869 | $311.0K | 0.02% | +436+4.2% | Added |
| Triad Financial Advisors, Inc. | 10,934 | $312.7K | 0.14% | −7,686−41.3% | Reduced |
| Kraematon Investment Advisors, Inc | 10,980 | $314.0K | 0.36% | +1,068+10.8% | Added |
| CFO4Life Group, LLC | 10,981 | $314.1K | 0.07% | +2,161+24.5% | Added |
| Tanager Wealth Management LLP | 10,994 | $314.4K | 0.07% | +10,994 | New |
| First Bank & Trust | 11,000 | $314.6K | 0.08% | −358−3.2% | Reduced |
| Shayne & Co., LLC | 11,000 | $314.6K | 0.17% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 11,005 | $314.7K | 0.02% | −564−4.9% | Reduced |
| WFA Asset Management Corp | 11,009 | $314.9K | 0.19% | +1,065+10.7% | Added |
| FSM Wealth Advisors, LLC | 11,041 | $315.8K | 0.18% | −300−2.6% | Reduced |
| Stone Point Wealth LLC | 11,101 | $317.5K | 0.14% | −125−1.1% | Reduced |
| Toth Financial Advisory Corp | 11,106 | $317.6K | 0.05% | +605+5.8% | Added |
| Wallace Advisory Group, LLC | 11,112 | $317.8K | 0.24% | +279+2.6% | Added |
| Jacobs & Co | 11,150 | $318.0K | 0.04% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 11,160 | $319.2K | 0.25% | −435−3.8% | Reduced |
| ORG Partners LLC | 11,169 | $319.4K | 0.08% | +11,169 | New |
| Southeast Asset Advisors Inc. | 11,181 | $319.8K | 0.05% | +11,181 | New |
| BOS Asset Management, LLC | 11,184 | $319.9K | 0.27% | −864−7.2% | Reduced |
| Fairfield, Bush & Co. | 11,204 | $320.4K | 0.11% | −500−4.3% | Reduced |
| Campion Asset Management LLC | 11,213 | $320.7K | 0.30% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 11,291 | $320.9K | 0.08% | −820−6.8% | Reduced |
| Shelton Wealth Management, LLC | 11,263 | $322.1K | 0.26% | +171+1.5% | Added |
| Rock Creek Group, LP | 11,263 | $322.1K | 0.04% | −119−1.0% | Reduced |
| RiverGlades Family Offices LLC | 11,300 | $323.2K | 0.30% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,302 | $323.2K | 0.06% | −116−1.0% | Reduced |
| Pacific Sage Partners, LLC | 11,325 | $323.9K | 0.10% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 11,345 | $324.5K | 0.36% | +1,628+16.8% | Added |
| Punch & Associates Investment Management, Inc. | 11,345 | $324.5K | 0.02% | +1,500+15.2% | Added |
| Asset Management Corp | 11,358 | $324.8K | 0.25% | +56+0.5% | Added |
| Byrne Asset Management LLC | 11,367 | $325.0K | 0.23% | +10,107+802.1% | Added |
| Jag Capital Management, LLC | 11,364 | $325.0K | 0.04% | +2,659+30.5% | Added |
| Acrisure Capital Management, LLC | 11,381 | $325.5K | 0.33% | +11,381 | New |
| IFG Advisors, LLC | 11,385 | $325.6K | 0.13% | +207+1.9% | Added |
| Centric Wealth Management | 11,387 | $325.7K | 0.14% | +30.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 11,418 | $326.6K | 0.09% | +13+0.1% | Added |
| HC Advisors, LLC | 11,421 | $326.6K | 0.20% | +1,435+14.4% | Added |
| Sunflower Bank, N.A. | 11,434 | $327.0K | 0.07% | +872+8.3% | Added |
| Wealth Advisory Solutions, LLC | 11,439 | $327.2K | 0.09% | −281−2.4% | Reduced |
| Oak Asset Management, LLC | 11,452 | $327.5K | 0.14% | +2,592+29.3% | Added |
| Austin Private Wealth, LLC | 11,494 | $328.7K | 0.05% | +1,619+16.4% | Added |
| Rosenberg Matthew Hamilton | 11,587 | $331.4K | 0.11% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11,605 | $331.9K | 0.17% | +40.0% | Added |
| Rise Advisors, LLC | 11,627 | $332.5K | 0.25% | −168−1.4% | Reduced |
| Kolinsky Wealth Management, LLC | 11,655 | $333.0K | 0.35% | −302−2.5% | Reduced |
| Nadler Financial Group, Inc. | 11,644 | $333.0K | 0.05% | −296−2.5% | Reduced |
| Rice Partnership, LLC | 11,644 | $333.0K | 0.10% | −1,291−10.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,736 | $335.6K | 0.08% | −4,135−26.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 11,746 | $335.9K | 0.31% | +430+3.8% | Added |
| Thrive Wealth Management, LLC | 11,752 | $336.1K | 0.09% | +1,114+10.5% | Added |
| Greenwood Gearhart Inc | 11,783 | $337.0K | 0.04% | −355−2.9% | Reduced |
| Column Capital Advisors, LLC | 11,782 | $337.0K | 0.05% | +5,013+74.1% | Added |
| Emerald Advisors, LLC | 11,787 | $337.1K | 0.09% | −636−5.1% | Reduced |
| Aveo Capital Partners, LLC | 11,799 | $337.5K | 0.05% | +446+3.9% | Added |
| Semus Wealth Partners LLC | 11,820 | $338.1K | 0.36% | −551−4.5% | Reduced |
| STAR Financial Bank | 11,853 | $339.0K | 0.33% | +483+4.2% | Added |
| Summit Financial Group Inc | 11,859 | $339.2K | 0.13% | 00.0% | Unchanged |
| LCNB Corp | 11,876 | $339.7K | 0.15% | −622−5.0% | Reduced |
| L & S Advisors Inc | 11,901 | $340.4K | 0.05% | +1,590+15.4% | Added |
| Royal Capital Wealth Management, LLC | 11,955 | $342.0K | 0.34% | −395−3.2% | Reduced |
| Annapolis Financial Services, LLC | 11,972 | $342.4K | 0.10% | +40.0% | Added |
| Townsend Asset Management Corp | 11,983 | $342.7K | 0.18% | +24+0.2% | Added |
| Alpha Family Trust | 12,030 | $344.1K | 0.27% | +12,030 | New |
| Farmers Trust Co | 12,050 | $344.6K | 0.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,075 | $345.3K | 0.07% | +2,522+26.4% | Added |
| Centennial Wealth Advisory LLC | 12,077 | $345.4K | 0.18% | +1,753+17.0% | Added |
| Kapstone Financial Advisors LLC | 12,132 | $346.5K | 0.31% | +10+0.1% | Added |
| Tilson Financial Group, Inc. | 12,141 | $347.0K | 0.28% | +60.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 12,134 | $347.0K | 0.28% | +1,917+18.8% | Added |
| Chapman Investment Management, LLC | 12,186 | $348.5K | 0.29% | +20.0% | Added |
| Kowal Investment Group, LLC | 12,239 | $350.0K | 0.10% | +2,353+23.8% | Added |
| Aberdeen Wealth Management LLC | 12,258 | $350.6K | 0.26% | 00.0% | Unchanged |
| Granger Management LLC | 12,265 | $350.8K | 0.15% | +490+4.2% | Added |
| Fort Point Capital Partners LLC | 12,269 | $350.9K | 0.06% | +769+6.7% | Added |
| Hazlett, Burt & Watson, Inc. | 12,269 | $351.0K | 0.29% | +200+1.7% | Added |
| Benin Management CORP | 12,292 | $351.6K | 0.13% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 12,302 | $351.8K | 0.20% | −505−3.9% | Reduced |
| SFMG, LLC | 12,346 | $353.1K | 0.04% | +4,961+67.2% | Added |
| Ridgecrest Wealth Partners, LLC | 12,355 | $353.4K | 0.25% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 12,357 | $353.4K | 0.03% | −350−2.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,454 | $353.7K | 0.05% | +21,454 | New |
| Triumph Capital Management | 12,373 | $353.9K | 0.18% | −2,148−14.8% | Reduced |
| Clear Creek Financial Management, LLC | 12,392 | $354.4K | 0.07% | +1,170+10.4% | Added |
| Bell Bank | 12,395 | $354.5K | 0.04% | −1,457−10.5% | Reduced |
| Prentice Wealth Management LLC | 12,424 | $355.3K | 0.17% | +763+6.5% | Added |
| TBH Global Asset Management, LLC | 12,436 | $355.7K | 0.08% | +12,436 | New |
| Apexium Financial, LP | 12,454 | $356.2K | 0.03% | −107−0.9% | Reduced |
| Clarus Group, Inc. | 12,552 | $359.0K | 0.34% | +34+0.3% | Added |
| Confluence Wealth Services, Inc. | 12,558 | $359.2K | 0.08% | +2,276+22.1% | Added |
| Thrive Capital Management, LLC | 12,700 | $359.4K | 0.23% | +98+0.8% | Added |
| Park Place Capital Corp | 12,602 | $360.4K | 0.10% | +213+1.7% | Added |
| First Command Advisory Services, Inc. | 12,650 | $361.8K | 0.01% | +12,470+6,927.8% | Added |
| Oxbow Advisors, LLC | 12,692 | $363.0K | 0.06% | −8,000−38.7% | Reduced |
| Tradition Wealth Management, LLC | 12,726 | $364.0K | 0.05% | +8,372+192.3% | Added |
| Capital City Trust Co | 12,744 | $364.5K | 0.12% | +910+7.7% | Added |
| Lantz Financial LLC | 12,752 | $364.7K | 0.15% | −293−2.2% | Reduced |
| Albion Financial Group | 12,760 | $364.9K | 0.03% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 12,800 | $366.1K | 0.30% | 00.0% | Unchanged |