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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 12,802 | $366.1K | 0.14% | −11,710−47.8% | Reduced |
| Orleans Capital Management Corp | 12,807 | $366.3K | 0.27% | −708−5.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 12,840 | $367.2K | 0.32% | +735+6.1% | Added |
| Alerus Financial NA | 12,852 | $367.6K | 0.03% | −170−1.3% | Reduced |
| Wedge Capital Management L L P | 12,878 | $368.3K | 0.01% | +949+8.0% | Added |
| Castle Rock Wealth Management, LLC | 13,370 | $368.8K | 0.13% | +1,765+15.2% | Added |
| Bedel Financial Consulting, Inc. | 12,908 | $369.2K | 0.09% | +73+0.6% | Added |
| Advisor Resource Council | 12,908 | $370.5K | 0.09% | +657+5.4% | Added |
| First Western Trust Bank | 12,998 | $371.7K | 0.02% | −66−0.5% | Reduced |
| Emfo, LLC | 13,000 | $371.8K | 0.35% | +13,000 | New |
| E Fund Management Co., Ltd. | 13,001 | $372.0K | 0.03% | −512−3.8% | Reduced |
| Berger Financial Group, Inc | 13,017 | $372.3K | 0.04% | +3,116+31.5% | Added |
| Atwood & Palmer Inc | 13,021 | $372.4K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 12,216 | $373.2K | 0.09% | +828+7.3% | Added |
| Cary Street Partners Asset Management LLC | 13,081 | $374.1K | 0.07% | +7,418+131.0% | Added |
| Guidance Point Advisors, LLC | 13,094 | $374.5K | 0.15% | +51+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,101 | $374.7K | 0.18% | −181−1.4% | Reduced |
| VeraBank, N.A. | 13,107 | $374.9K | 0.17% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 13,144 | $376.0K | 0.20% | +3,500+36.3% | Added |
| Pictet Bank & Trust Ltd | 13,159 | $376.3K | 0.26% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,184 | $377.1K | 0.03% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 13,201 | $377.5K | 0.16% | +740+5.9% | Added |
| Corton Capital Inc. | 13,201 | $377.5K | 0.26% | +6,851+107.9% | Added |
| Ascent Wealth Partners, LLC | 13,207 | $377.7K | 0.08% | +224+1.7% | Added |
| Kavar Capital Partners Group, LLC | 13,228 | $378.3K | 0.08% | −3,199−19.5% | Reduced |
| BBR Partners, LLC | 13,235 | $378.5K | 0.04% | +1,192+9.9% | Added |
| Chicago Capital, LLC | 13,266 | $379.4K | 0.02% | +1,000+8.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 13,288 | $380.0K | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 13,300 | $380.4K | 0.00% | −9,615−42.0% | Reduced |
| WealthCare Investment Partners, LLC | 13,314 | $380.8K | 0.23% | +276+2.1% | Added |
| Brandywine Trust Co | 13,326 | $381.1K | 0.10% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 13,337 | $381.4K | 0.17% | −10,598−44.3% | Reduced |
| Integrity Financial Corp | 13,363 | $382.2K | 0.31% | +91+0.7% | Added |
| Regatta Capital Group, LLC | 11,572 | $383.3K | 0.14% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 13,443 | $384.0K | 0.00% | −4,249−24.0% | Reduced |
| Successful Portfolios LLC | 13,497 | $386.0K | 0.24% | −92−0.7% | Reduced |
| Hudock, Inc. | 13,523 | $386.8K | 0.09% | −1,211−8.2% | Reduced |
| JB Capital LLC | 13,554 | $387.6K | 0.04% | +593+4.6% | Added |
| New World Advisors LLC | 13,555 | $387.7K | 0.15% | −273−2.0% | Reduced |
| Sheets Smith Wealth Management | 13,582 | $388.4K | 0.06% | +150+1.1% | Added |
| Sittner & Nelson, LLC | 13,621 | $389.6K | 0.22% | +60.0% | Added |
| Willis Johnson & Associates, Inc. | 13,658 | $390.6K | 0.05% | +1,712+14.3% | Added |
| WealthShield Partners, LLC | 13,686 | $391.4K | 0.06% | −610−4.3% | Reduced |
| First Heartland Consultants, Inc. | 13,700 | $391.8K | 0.06% | +1,017+8.0% | Added |
| Forte Capital LLC | 13,741 | $393.0K | 0.06% | −1,253−8.4% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $393.3K | 1.06% | 00.0% | Unchanged |
| Private Management Group Inc | 13,774 | $393.9K | 0.02% | +6,594+91.8% | Added |
| Sawyer & Company, Inc | 14,087 | $394.0K | 0.21% | −582−4.0% | Reduced |
| Addison Advisors LLC | 13,779 | $394.1K | 0.22% | +422+3.2% | Added |
| KMG Fiduciary Partners, LLC | 13,787 | $394.3K | 0.06% | +1,034+8.1% | Added |
| BHK Investment Advisors, LLC | 13,807 | $394.9K | 0.17% | +3,027+28.1% | Added |
| CX Institutional | 13,844 | $395.8K | 0.02% | −3,825−21.6% | Reduced |
| Lattice Capital Management, LLC | 13,841 | $395.9K | 0.52% | 00.0% | Unchanged |
| Saiph Capital, LLC | 103,599 | $396.1K | 0.24% | +588+0.6% | Added |
| Hoese & Co LLP | 11,568 | $396.7K | 0.45% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 13,932 | $398.5K | 0.17% | −475−3.3% | Reduced |
| Sciencast Management LP | 14,800 | $398.7K | 0.53% | +14,800 | New |
| ABLE Financial Group, LLC | 13,975 | $399.7K | 0.26% | +13,975 | New |
| Petrus Trust Company, LTA | 13,983 | $399.9K | 0.05% | +13,983 | New |
| Hemington Wealth Management | 14,010 | $400.0K | 0.16% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 14,000 | $400.4K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 14,012 | $401.0K | 0.00% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 14,029 | $401.2K | 0.10% | +14,029 | New |
| Gemmer Asset Management LLC | 14,058 | $402.1K | 0.06% | −19−0.1% | Reduced |
| Stelac Advisory Services LLC | 14,065 | $402.3K | 0.17% | +13+0.1% | Added |
| Salomon & Ludwin, LLC | 14,076 | $402.6K | 0.05% | −96−0.7% | Reduced |
| Spinnaker Trust | 14,107 | $403.5K | 0.03% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 14,131 | $404.1K | 0.55% | 00.0% | Unchanged |
| Optimum Investment Advisors | 14,164 | $405.1K | 0.21% | −1,800−11.3% | Reduced |
| Towercrest Capital Management | 14,178 | $405.5K | 0.08% | −10.0% | Reduced |
| Barden Capital Management, Inc. | 14,188 | $405.8K | 0.39% | +318+2.3% | Added |
| MV Capital Management, Inc. | 14,242 | $407.3K | 0.06% | +2,001+16.3% | Added |
| Virginia Wealth Management Group, Inc. | 14,283 | $408.5K | 0.28% | +390+2.8% | Added |
| Defined Wealth Management, LLC | 14,300 | $409.0K | 0.38% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 14,307 | $409.2K | 0.24% | −118,481−89.2% | Reduced |
| Zullo Investment Group, Inc. | 14,307 | $409.2K | 0.25% | +87+0.6% | Added |
| Northstar Group, Inc. | 14,358 | $410.7K | 0.11% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 14,367 | $411.0K | 0.06% | −1,665−10.4% | Reduced |
| BCS Wealth Management | 14,365 | $411.0K | 0.19% | +6,598+84.9% | Added |
| Summit Financial Wealth Advisors, LLC | 14,404 | $412.0K | 0.10% | +140+1.0% | Added |
| Charles Schwab Trust Co | 14,472 | $413.9K | 0.05% | −169−1.2% | Reduced |
| Angeles Investment Advisors, LLC | 14,472 | $413.9K | 0.03% | +3,454+31.3% | Added |
| First County Bank | 14,477 | $414.0K | 0.20% | −3,881−21.1% | Reduced |
| Hamilton Capital, LLC | 14,488 | $414.4K | 0.03% | +1,761+13.8% | Added |
| Terra Nova Asset Management LLC | 14,520 | $415.3K | 0.41% | +40.0% | Added |
| Brave Warrior Advisors, LLC | 14,532 | $415.6K | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 14,533 | $415.7K | 0.08% | +4,742+48.4% | Added |
| Gilbert & Cook, Inc. | 14,565 | $416.6K | 0.07% | +365+2.6% | Added |
| Cypress Wealth Services, LLC | 14,585 | $417.1K | 0.12% | +648+4.6% | Added |
| Independence Bank of Kentucky | 14,610 | $417.8K | 0.18% | +2,265+18.3% | Added |
| Oak Thistle LLC | 14,645 | $418.8K | 0.25% | +14,645 | New |
| Alan B. Lancz & Associates, Inc. | 14,678 | $419.8K | 0.44% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 14,693 | $420.2K | 0.05% | +3,217+28.0% | Added |
| Crumly & Associates Inc. | 14,700 | $420.4K | 0.18% | +14,700 | New |
| Financial Management Network Inc | 15,039 | $420.8K | 0.17% | +194+1.3% | Added |
| Twelve Points Wealth Management LLC | 14,731 | $421.3K | 0.24% | +370+2.6% | Added |
| Cutter & CO Brokerage, Inc. | 14,799 | $423.2K | 0.13% | −1,929−11.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 14,810 | $423.6K | 0.30% | +809+5.8% | Added |
| Ferguson Wellman Capital Management, Inc | 14,819 | $423.8K | 0.01% | −870−5.5% | Reduced |
| Pacitti Group Inc. | 14,825 | $424.0K | 0.31% | +2,619+21.5% | Added |