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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 17,200 | $492.0K | 0.01% | −220−1.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 17,254 | $493.5K | 0.49% | +56+0.3% | Added |
| Key Financial Inc | 17,260 | $493.6K | 0.18% | −1,691−8.9% | Reduced |
| Resolute Wealth Strategies, LLC | 17,278 | $494.2K | 0.42% | +17,278 | New |
| RDA Financial Network | 17,308 | $495.0K | 0.23% | −132−0.8% | Reduced |
| Traynor Capital Management, Inc. | 17,319 | $495.3K | 0.07% | −870−4.8% | Reduced |
| Garde Capital, Inc. | 17,352 | $496.0K | 0.05% | +11,250+184.4% | Added |
| Concord Asset Management, LLC | 17,412 | $498.0K | 0.20% | +17,412 | New |
| Abound Wealth Management | 17,418 | $498.2K | 0.22% | −532−3.0% | Reduced |
| Menard Financial Group LLC | 17,421 | $498.2K | 1.15% | +9,111+109.6% | Added |
| JT Stratford LLC | 17,428 | $498.4K | 0.14% | +5,747+49.2% | Added |
| Newbridge Financial Services Group, Inc. | 17,464 | $499.5K | 0.27% | +891+5.4% | Added |
| Day & Ennis, LLC | 17,498 | $500.4K | 0.19% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $500.5K | 0.07% | – | – |
| New Republic Capital, LLC | 17,515 | $500.9K | 0.38% | +2,616+17.6% | Added |
| Marino, Stram & Associates LLC | 17,560 | $502.2K | 0.15% | +760+4.5% | Added |
| Manhattan West Asset Management, LLC | 17,619 | $503.9K | 0.22% | +2,466+16.3% | Added |
| SkyView Investment Advisors, LLC | 17,635 | $504.0K | 0.12% | +1,006+6.0% | Added |
| AllSquare Wealth Management LLC | 17,660 | $505.1K | 0.33% | +1,900+12.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 17,695 | $506.1K | 0.04% | +746+4.4% | Added |
| Clear Investment Research, LLC | 17,697 | $506.1K | 0.89% | +26+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 18,114 | $506.8K | 0.06% | +1,121+6.6% | Added |
| Firethorn Wealth Partners, LLC | 17,462 | $507.1K | 0.40% | −293−1.7% | Reduced |
| Consolidated Portfolio Review Corp | 17,745 | $507.5K | 0.14% | +17,745 | New |
| Wealthstar Advisors, LLC | 17,812 | $509.4K | 0.22% | +91+0.5% | Added |
| Telemus Capital, LLC | 17,857 | $510.7K | 0.04% | −2,519−12.4% | Reduced |
| Humankind Investments LLC | 17,858 | $510.7K | 0.21% | +1,024+6.1% | Added |
| Provence Wealth Management Group | 17,858 | $510.7K | 0.34% | +3,765+26.7% | Added |
| WNY Asset Management, LLC | 17,859 | $510.8K | 0.12% | −1,293−6.8% | Reduced |
| Delta Asset Management LLC | 17,897 | $511.9K | 0.05% | +1,140+6.8% | Added |
| Platform Technology Partners | 17,936 | $513.0K | 0.25% | −510−2.8% | Reduced |
| MSH Capital Advisors LLC | 17,966 | $513.8K | 0.22% | −856−4.5% | Reduced |
| MBL Wealth, LLC | 17,968 | $513.9K | 0.08% | −1,316−6.8% | Reduced |
| IMS Capital Management | 17,989 | $514.5K | 0.31% | +30.0% | Added |
| AXS Investments LLC | 17,994 | $514.6K | 0.17% | −2,198−10.9% | Reduced |
| Patron Partners Advisors, LLC | 17,996 | $514.7K | 0.38% | −131−0.7% | Reduced |
| Blueshift Asset Management, LLC | 18,023 | $515.5K | 0.22% | −10,264−36.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 18,026 | $515.5K | 0.13% | +6,847+61.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 18,041 | $516.0K | 0.13% | +723+4.2% | Added |
| Tilia Fiduciary Partners, Inc. | 18,046 | $516.1K | 0.49% | −5,108−22.1% | Reduced |
| Terril Brothers, Inc. | 18,050 | $516.2K | 0.24% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 18,133 | $518.6K | 0.09% | +1,037+6.1% | Added |
| Headinvest, LLC | 18,135 | $518.7K | 0.11% | −90.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 18,175 | $519.8K | 0.07% | 00.0% | Unchanged |
| Financial Insights, Inc. | 18,177 | $519.9K | 0.21% | −17,428−48.9% | Reduced |
| Cyrus J. Lawrence, LLC | 18,170 | $520.0K | 0.15% | −1,138−5.9% | Reduced |
| Fca Corp | 18,184 | $520.1K | 0.20% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 18,184 | $520.1K | 0.38% | +93+0.5% | Added |
| Alta Advisers Ltd | 18,200 | $520.5K | 0.31% | 00.0% | Unchanged |
| KWB Wealth | 15,741 | $521.4K | 0.10% | +7,659+94.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 18,282 | $522.9K | 0.19% | +84+0.5% | Added |
| MUFG Securities EMEA plc | 18,300 | $523.0K | 0.01% | +18,300 | New |
| Cheviot Value Management, LLC | 18,372 | $525.4K | 0.13% | −200−1.1% | Reduced |
| Keel Point, LLC | 18,388 | $525.9K | 0.08% | −1,527−7.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,619 | $526.9K | 0.14% | −272−1.4% | Reduced |
| Bigelow Investment Advisors, LLC | 18,446 | $527.6K | 0.30% | +270+1.5% | Added |
| Colonial River Wealth Management, LLC | 18,446 | $527.6K | 0.31% | +799+4.5% | Added |
| Bennett Selby Investments LP | 18,485 | $528.7K | 0.35% | −149−0.8% | Reduced |
| Grandview Asset Management LLC | 18,508 | $529.0K | 0.31% | −171−0.9% | Reduced |
| Westhampton Capital, LLC | 18,504 | $529.2K | 0.34% | +400+2.2% | Added |
| Pitti Group Wealth Management, LLC | 18,542 | $530.3K | 0.59% | −30−0.2% | Reduced |
| Lathrop Investment Management Corp | 18,575 | $531.0K | 0.11% | −428−2.3% | Reduced |
| Stevens Capital Management LP | 18,580 | $531.0K | 0.13% | +18,580 | New |
| Whitener Capital Management, Inc. | 18,568 | $531.0K | 0.22% | −1,073−5.5% | Reduced |
| Lansing Street Advisors | 18,607 | $532.2K | 0.33% | +94+0.5% | Added |
| American Trust | 18,609 | $532.2K | 0.04% | +540+3.0% | Added |
| TAGStone Capital, Inc. | 18,632 | $533.0K | 0.40% | +116+0.6% | Added |
| Smith, Moore & Co. | 18,643 | $533.2K | 0.07% | +12+0.1% | Added |
| Meeder Asset Management Inc | 18,650 | $533.4K | 0.04% | −2,807−13.1% | Reduced |
| PCJ Investment Counsel Ltd. | 18,700 | $534.8K | 0.21% | +18,700 | New |
| BIP Wealth, LLC | 18,755 | $536.4K | 0.06% | +18,755 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $538.0K | 0.04% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 18,843 | $538.9K | 0.00% | −750−3.8% | Reduced |
| Founders Capital Management, LLC | 18,945 | $541.8K | 0.13% | +175+0.9% | Added |
| Aviance Capital Partners, LLC | 18,962 | $542.3K | 0.12% | +3,934+26.2% | Added |
| Patten Group, Inc. | 18,962 | $542.3K | 0.16% | +4,421+30.4% | Added |
| Staley Capital Advisers Inc | 19,042 | $545.0K | 0.03% | +11,500+152.5% | Added |
| Pin Oak Investment Advisors Inc | 19,092 | $546.0K | 0.68% | −125−0.7% | Reduced |
| L2 Asset Management, LLC | 19,108 | $546.5K | 0.33% | +819+4.5% | Added |
| Mason & Associates Inc | 19,123 | $546.9K | 0.17% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 19,176 | $548.4K | 0.21% | +3,439+21.9% | Added |
| Virtue Capital Management, LLC | 19,353 | $550.4K | 0.09% | +953+5.2% | Added |
| SOA Wealth Advisors, LLC. | 19,266 | $551.0K | 0.14% | +262+1.4% | Added |
| Pekin Hardy Strauss, Inc. | 19,270 | $551.1K | 0.09% | +2,100+12.2% | Added |
| Ssi Investment Management LLC | 19,337 | $553.0K | 0.04% | −3,809−16.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 19,365 | $553.8K | 0.35% | −400−2.0% | Reduced |
| Convergence Investment Partners, LLC | 19,435 | $556.0K | 0.33% | −4,305−18.1% | Reduced |
| Kearns & Associates LLC | 19,500 | $557.7K | 0.56% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,499 | $558.0K | 0.02% | −831−4.1% | Reduced |
| O'Rourke & Company, Inc | 19,541 | $559.0K | 0.43% | +25+0.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 19,556 | $559.3K | 0.04% | +637+3.4% | Added |
| Sweet Financial Partners, LLC | 19,635 | $561.6K | 0.16% | +517+2.7% | Added |
| Channing Global Advisors, LLC | 19,676 | $562.7K | 0.62% | +19,676 | New |
| PDS Planning, Inc | 19,699 | $563.4K | 0.08% | +10,726+119.5% | Added |
| Harbour Investments, Inc. | 19,735 | $564.4K | 0.03% | +1,563+8.6% | Added |
| Investors Research Corp | 19,743 | $564.6K | 0.15% | −53−0.3% | Reduced |
| Middleton & Co Inc | 19,759 | $565.1K | 0.08% | −4,648−19.0% | Reduced |
| Wakefield Asset Management LLLP | 19,781 | $565.7K | 0.23% | +19,781 | New |
| Lederer & Associates Investment Counsel | 19,783 | $566.0K | 0.44% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 19,025 | $566.2K | 0.05% | +5,747+43.3% | Added |