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 |
|---|---|---|---|---|---|
| Summit Asset Management, LLC | 14,849 | $424.7K | 0.12% | +2,600+21.2% | Added |
| Round Hill Asset Management | 14,872 | $425.3K | 0.27% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 14,883 | $425.7K | 1.18% | +2,250+17.8% | Added |
| Angeles Wealth Management, LLC | 14,892 | $425.9K | 0.06% | +1,453+10.8% | Added |
| Ledyard National Bank | 14,913 | $426.5K | 0.05% | +2,279+18.0% | Added |
| Cape Investment Advisory, Inc. | 14,955 | $427.7K | 0.26% | +14,955 | New |
| WESPAC Advisors, LLC | 14,966 | $428.1K | 0.40% | −14,888−49.9% | Reduced |
| Encompass Wealth Advisors, LLC | 14,983 | $428.5K | 0.15% | +30.0% | Added |
| Crawford Investment Counsel Inc | 15,036 | $430.0K | 0.01% | −4,572−23.3% | Reduced |
| Financial Management Professionals, Inc. | 15,112 | $432.0K | 0.08% | −64−0.4% | Reduced |
| Tiemann Investment Advisors, LLC | 15,125 | $432.6K | 0.24% | −1,300−7.9% | Reduced |
| Acorn Financial Advisory Services Inc | 15,131 | $432.7K | 0.08% | +1,341+9.7% | Added |
| Mechanics Financial Corp | 15,150 | $433.3K | 0.25% | −2,156−12.5% | Reduced |
| Nilsine Partners, LLC | 15,186 | $434.3K | 0.07% | +15,186 | New |
| Basso Capital Management, L.P. | 15,200 | $434.7K | 0.42% | +15,200 | New |
| Bridgefront Capital, LLC | 15,260 | $436.4K | 0.27% | +15,260 | New |
| RMR Wealth Builders | 15,264 | $436.6K | 0.08% | −1,351−8.1% | Reduced |
| Werba Rubin Papier Wealth Management | 15,272 | $436.8K | 0.17% | +1,948+14.6% | Added |
| Landmark Financial Advisors, LLC | 15,278 | $437.0K | 0.19% | −2,400−13.6% | Reduced |
| City State Bank | 15,316 | $438.0K | 0.25% | −400−2.5% | Reduced |
| Romano Brothers and Company | 15,329 | $438.4K | 0.07% | +455+3.1% | Added |
| PAX Financial Group, LLC | 15,353 | $439.1K | 0.11% | +15,353 | New |
| Wagner Wealth Management, LLC | 15,394 | $440.3K | 0.20% | +6,024+64.3% | Added |
| Amplius Wealth Advisors, LLC | 15,398 | $440.4K | 0.06% | −11−0.1% | Reduced |
| Fox Run Management, L.L.C. | 15,445 | $441.7K | 0.14% | +15,445 | New |
| Wescott Financial Advisory Group, LLC | 15,520 | $443.9K | 0.10% | +807+5.5% | Added |
| Cidel Asset Management Inc | 15,538 | $444.4K | 0.02% | +169+1.1% | Added |
| Omnia Family Wealth, LLC | 15,566 | $445.2K | 0.34% | −1,327−7.9% | Reduced |
| Gratus Capital LLC | 15,614 | $446.6K | 0.03% | +1,083+7.5% | Added |
| Shoker Investment Counsel, Inc. | 15,646 | $447.5K | 0.20% | +14+0.1% | Added |
| Mark Stevens | 15,655 | $447.7K | 0.06% | −2,050−11.6% | Reduced |
| Veracity Capital LLC | 15,673 | $448.3K | 0.21% | −617−3.8% | Reduced |
| General Partner, Inc. | 15,817 | $448.7K | 0.39% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 15,686 | $449.0K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 15,775 | $451.2K | 0.19% | −178−1.1% | Reduced |
| HHM Wealth Advisors, LLC | 15,777 | $451.2K | 0.09% | +240+1.5% | Added |
| Geller Advisors LLC | 15,813 | $452.3K | 0.07% | −4,427−21.9% | Reduced |
| Avestar Capital, LLC | 15,820 | $452.5K | 0.09% | −1,614−9.3% | Reduced |
| OneAscent Wealth Management LLC | 15,844 | $453.0K | 0.18% | −1,492−8.6% | Reduced |
| Fortem Financial Group, LLC | 15,870 | $453.9K | 0.30% | −1,220−7.1% | Reduced |
| Blossom Wealth Management | 15,879 | $454.1K | 1.85% | +2,545+19.1% | Added |
| MJP Associates Inc | 15,881 | $454.2K | 0.14% | +99+0.6% | Added |
| Verus Capital Partners, LLC | 15,883 | $454.3K | 0.07% | +1,037+7.0% | Added |
| Barry Investment Advisors, LLC | 15,899 | $454.7K | 0.15% | +1,485+10.3% | Added |
| James Hambro & Partners | 15,923 | $455.0K | 0.03% | −440−2.7% | Reduced |
| Private Wealth Advisors | 15,911 | $455.0K | 0.19% | +9,036+131.4% | Added |
| WealthPlan Investment Management, LLC | 15,954 | $456.3K | 0.08% | −9,987−38.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 15,984 | $457.1K | 0.29% | +66+0.4% | Added |
| Sky Investment Group LLC | 16,000 | $457.6K | 0.10% | −35−0.2% | Reduced |
| Beech Hill Advisors, Inc. | 16,050 | $459.0K | 0.23% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 16,067 | $459.5K | 0.09% | +1,568+10.8% | Added |
| Kanawha Capital Management LLC | 16,091 | $460.2K | 0.04% | −150−0.9% | Reduced |
| Great Diamond Partners, LLC | 16,105 | $460.6K | 0.13% | −455−2.7% | Reduced |
| Cladis Investment Advisory, LLC | 16,126 | $461.2K | 0.41% | −332−2.0% | Reduced |
| Leavell Investment Management, Inc. | 16,240 | $464.0K | 0.03% | −4,040−19.9% | Reduced |
| Calton & Associates, Inc. | 16,237 | $464.4K | 0.22% | +1,882+13.1% | Added |
| Navellier & Associates Inc | 16,300 | $466.2K | 0.10% | +100+0.6% | Added |
| Farther Finance Advisors, LLC | 16,340 | $467.3K | 0.14% | +5,937+57.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 16,365 | $468.1K | 0.11% | −337−2.0% | Reduced |
| First National Bank of Hutchinson | 16,370 | $468.2K | 0.37% | +665+4.2% | Added |
| Carl P. Sherr & Co., LLC | 16,384 | $468.6K | 0.34% | +2,622+19.1% | Added |
| Copperwynd Financial, LLC | 16,417 | $469.5K | 0.24% | +1,033+6.7% | Added |
| Guardian Capital Advisors LP | 16,520 | $470.5K | 0.05% | −1,450−8.1% | Reduced |
| Alliance Wealth Advisors, LLC | 16,453 | $470.6K | 0.35% | +1,125+7.3% | Added |
| Albert D Mason Inc | 16,485 | $471.0K | 0.33% | +30+0.2% | Added |
| Lineweaver Wealth Advisors, LLC | 16,476 | $471.2K | 0.15% | +1,216+8.0% | Added |
| Bridgewealth Advisory Group, LLC | 16,476 | $471.2K | 0.87% | +614+3.9% | Added |
| Archer Investment Corp | 15,504 | $472.5K | 0.17% | +40.0% | Added |
| Frisch Financial Group, Inc. | 16,554 | $473.0K | 0.18% | +3,670+28.5% | Added |
| Asset Allocation & Management Company, LLC | 16,581 | $474.0K | 0.19% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,602 | $474.8K | 0.00% | −1,676,543−99.0% | Reduced |
| Ignite Planners, LLC | 16,998 | $474.9K | 0.20% | +612+3.7% | Added |
| Tranquility Partners, LLC | 16,608 | $475.0K | 0.23% | +317+1.9% | Added |
| Hall Capital Management Co Inc | 16,615 | $475.2K | 0.28% | +658+4.1% | Added |
| Autumn Glory Partners, LLC | 16,616 | $475.2K | 0.41% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 16,659 | $476.4K | 0.31% | −1,469−8.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 16,692 | $477.4K | 0.22% | +35+0.2% | Added |
| WealthTrust Axiom LLC | 16,711 | $477.9K | 0.16% | −400−2.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 16,720 | $478.2K | 0.55% | +600+3.7% | Added |
| Ausdal Financial Partners, Inc. | 16,742 | $478.8K | 0.07% | +325+2.0% | Added |
| Interchange Capital Partners, LLC | 16,740 | $478.8K | 0.26% | +2,898+20.9% | Added |
| Spring Capital Management, LLC | 16,743 | $478.9K | 0.39% | +16,743 | New |
| BigSur Wealth Management LLC | 16,750 | $479.1K | 0.22% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 16,789 | $480.2K | 0.05% | −116−0.7% | Reduced |
| Intrua Financial, LLC | 17,730 | $480.3K | 0.10% | −469−2.6% | Reduced |
| My Legacy Advisors, LLC | 17,229 | $481.4K | 0.21% | +382+2.3% | Added |
| Essex Savings Bank | 16,853 | $481.8K | 0.17% | −1,203−6.7% | Reduced |
| Insight Advisors, LLC | 16,867 | $482.4K | 0.11% | −16,926−50.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,882 | $482.8K | 0.08% | +773+4.8% | Added |
| MQS Management LLC | 16,884 | $482.9K | 0.31% | +9,329+123.5% | Added |
| Cedrus LLC | 16,888 | $483.0K | 0.34% | −75−0.4% | Reduced |
| Pointe Capital Management LLC | 16,927 | $484.1K | 0.35% | −45−0.3% | Reduced |
| Donaldson Capital Management, LLC | 17,026 | $486.9K | 0.02% | −1,045−5.8% | Reduced |
| Constitution Capital LLC | 17,050 | $487.6K | 0.30% | −1,000−5.5% | Reduced |
| Traphagen Investment Advisors LLC | 17,101 | $489.1K | 0.07% | +1,074+6.7% | Added |
| Tradewinds, LLC. | 17,129 | $489.9K | 0.30% | +17,129 | New |
| Silverlake Wealth Management LLC | 17,145 | $490.3K | 0.30% | −3,551−17.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 17,160 | $490.8K | 0.16% | −8,270−32.5% | Reduced |
| Addison Capital Co | 17,174 | $491.0K | 0.37% | −1,335−7.2% | Reduced |
| Unigestion Holding SA | 17,384 | $492.0K | 0.03% | −13,933−44.5% | Reduced |