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
- 2,664
- −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
- 1,220 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| David J Yvars Group | 105,636 | $3.02M | 2.73% | −1,042−1.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 105,538 | $3.02M | 0.72% | −3,499−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 105,441 | $3.02M | 0.22% | +708+0.7% | Added |
| London & Capital Asset Management Ltd | 105,439 | $3.02M | 0.28% | −16,113−13.3% | Reduced |
| Kingfisher Capital LLC | 105,374 | $3.01M | 0.79% | +117+0.1% | Added |
| Baxter Bros Inc | 105,329 | $3.01M | 0.47% | +2,551+2.5% | Added |
| Fishman Jay A Ltd | 105,150 | $3.01M | 0.38% | −9,808−8.5% | Reduced |
| Arete Wealth Advisors, LLC | 105,107 | $3.01M | 0.25% | +14,628+16.2% | Added |
| Jacobs Asset Management, LLC | 105,000 | $3.00M | 1.74% | +105,000 | New |
| Concentric Wealth Management, LLC | 104,688 | $2.99M | 0.99% | +2,640+2.6% | Added |
| Duality Advisers, LP | 104,305 | $2.98M | 0.34% | +104,305 | New |
| KG&L Capital Management,LLC | 104,201 | $2.98M | 1.56% | +8,138+8.5% | Added |
| Abbot Financial Management, Inc. | 104,196 | $2.98M | 2.00% | −2,115−2.0% | Reduced |
| 1st Source Bank | 103,769 | $2.97M | 0.20% | +2,968+2.9% | Added |
| Gables Capital Management Inc. | 103,719 | $2.97M | 2.07% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 102,645 | $2.94M | 0.77% | +3,833+3.9% | Added |
| Plancorp, LLC | 101,797 | $2.91M | 0.16% | +9,293+10.0% | Added |
| Bridgeway Capital Management, LLC | 101,707 | $2.91M | 0.08% | +4,821+5.0% | Added |
| Hudson Capital Management LLC | 100,866 | $2.88M | 1.15% | +6,029+6.4% | Added |
| Shilanski & Associates, Inc. | 103,442 | $2.86M | 1.29% | +2,713+2.7% | Added |
| Charles Carroll Financial Partners, LLC | 99,915 | $2.86M | 4.38% | −14,405−12.6% | Reduced |
| Ami Investment Management Inc | 99,405 | $2.84M | 1.33% | −2,799−2.7% | Reduced |
| Cumberland Partners Ltd | 98,865 | $2.83M | 0.28% | −49,615−33.4% | Reduced |
| Pegasus Asset Management, Inc. | 98,831 | $2.83M | 1.40% | +3,628+3.8% | Added |
| Patton Albertson Miller Group, LLC | 98,479 | $2.82M | 0.52% | +6,999+7.7% | Added |
| Financial Advisory Partners, LLC | 98,269 | $2.81M | 1.11% | −799−0.8% | Reduced |
| Creative Financial Designs Inc | 98,165 | $2.81M | 0.37% | +20,550+26.5% | Added |
| TRUE Private Wealth Advisors | 97,986 | $2.80M | 0.41% | +17,909+22.4% | Added |
| Dorsey & Whitney Trust CO LLC | 97,874 | $2.80M | 0.25% | +19,890+25.5% | Added |
| Sendero Wealth Management, LLC | 97,853 | $2.80M | 0.86% | +63,301+183.2% | Added |
| Pacifica Partners Inc. | 100,971 | $2.80M | 1.69% | −2,145−2.1% | Reduced |
| Citizens Financial Group Inc | 97,738 | $2.80M | 0.10% | −7,351−7.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 97,436 | $2.79M | 1.15% | −3,598−3.6% | Reduced |
| Princeton Global Asset Management LLC | 97,244 | $2.78M | 0.80% | +4,885+5.3% | Added |
| Apollon Wealth Management, LLC | 97,217 | $2.78M | 0.17% | −6,129−5.9% | Reduced |
| Canandaigua National Bank & Trust Co | 96,930 | $2.77M | 0.47% | +96,930 | New |
| Clarius Group, LLC | 96,741 | $2.77M | 0.23% | −231−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 96,741 | $2.77M | 1.05% | +189+0.2% | Added |
| International Assets Investment Management, LLC | 256,791 | $2.76M | 0.40% | −1,175,203−82.1% | Reduced |
| Capital Investment Advisory Services, LLC | 96,149 | $2.75M | 0.32% | +2,854+3.1% | Added |
| Advisors Capital Management, LLC | 96,104 | $2.75M | 0.07% | −6,226−6.1% | Reduced |
| Capital Investment Counsel, Inc | 96,021 | $2.75M | 0.63% | +2,818+3.0% | Added |
| Ally Financial Inc. | 96,000 | $2.75M | 0.41% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 95,982 | $2.75M | 0.74% | +672+0.7% | Added |
| Meeder Advisory Services, Inc. | 95,860 | $2.74M | 0.32% | −5,929−5.8% | Reduced |
| Lincoln Capital Corp | 95,721 | $2.74M | 1.59% | +86,473+935.0% | Added |
| Pinnacle Bancorp, Inc. | 95,509 | $2.73M | 1.00% | +608+0.6% | Added |
| Gleason Group, Inc. | 95,064 | $2.72M | 0.78% | +877+0.9% | Added |
| Goelzer Investment Management, Inc. | 95,029 | $2.72M | 0.24% | +5,386+6.0% | Added |
| St. Johns Investment Management Company, LLC | 94,993 | $2.72M | 1.58% | +4,935+5.5% | Added |
| Asset Dedication, LLC | 95,042 | $2.72M | 0.25% | +6,998+7.9% | Added |
| Two Sigma Investments, LP | 94,912 | $2.71M | 0.01% | +94,912 | New |
| Verdence Capital Advisors LLC | 94,791 | $2.71M | 0.33% | −7,891−7.7% | Reduced |
| Independent Financial Group, LLC | 94,532 | $2.70M | 0.22% | +17,094+22.1% | Added |
| Bank of New Hampshire | 94,178 | $2.69M | 0.81% | −1,819−1.9% | Reduced |
| Transcend Wealth Collective, LLC | 93,879 | $2.68M | 0.28% | −16,316−14.8% | Reduced |
| True North Advisors, LLC | 93,756 | $2.68M | 0.79% | +412+0.4% | Added |
| HBK Sorce Advisory LLC | 93,519 | $2.67M | 0.12% | −108,305−53.7% | Reduced |
| Hollencrest Capital Management | 93,451 | $2.67M | 0.29% | −58,485−38.5% | Reduced |
| BDO Wealth Advisors, LLC | 93,040 | $2.66M | 0.33% | +19,203+26.0% | Added |
| Wellington Shields Capital Management, LLC | 93,006 | $2.66M | 0.32% | +3,137+3.5% | Added |
| Long Focus Capital Management, LLC | 93,000 | $2.66M | 0.43% | 00.0% | Unchanged |
| Pitcairn Co | 92,921 | $2.66M | 0.24% | −473−0.5% | Reduced |
| Okabena Investment Services Inc | 72,542 | $2.65M | 1.89% | +65,577+941.5% | Added |
| Integrated Advisors Network LLC | 92,521 | $2.65M | 0.16% | −103,058−52.7% | Reduced |
| Cunning Capital Partners, LP | 92,515 | $2.65M | 1.80% | 00.0% | Unchanged |
| Inscription Capital, LLC | 92,054 | $2.63M | 0.70% | +50,850+123.4% | Added |
| RSM US Wealth Management LLC | 92,010 | $2.63M | 0.09% | +57,949+170.1% | Added |
| Wright Investors Service Inc | 91,958 | $2.63M | 0.75% | −24,879−21.3% | Reduced |
| Forum Financial Management, LP | 91,549 | $2.62M | 0.08% | +3,210+3.6% | Added |
| EagleClaw Capital Managment, LLC | 91,493 | $2.62M | 0.62% | −4,759−4.9% | Reduced |
| Parallel Advisors, LLC | 91,416 | $2.61M | 0.09% | −7,220−7.3% | Reduced |
| Campbell Newman Asset Management Inc | 90,850 | $2.60M | 0.25% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 90,610 | $2.59M | 1.10% | −7,800−7.9% | Reduced |
| Affinity Investment Advisors, LLC | 90,549 | $2.59M | 1.38% | −13,998−13.4% | Reduced |
| BancorpSouth Bank | 90,353 | $2.58M | 0.24% | +631+0.7% | Added |
| Aaron Wealth Advisors | 90,340 | $2.58M | 0.36% | −3,257−3.5% | Reduced |
| Old National Bancorp | 90,284 | $2.58M | 0.08% | +2,923+3.3% | Added |
| ProVise Management Group, LLC | 90,138 | $2.58M | 0.25% | +5,273+6.2% | Added |
| Burton Enright Welch | 90,085 | $2.58M | 0.98% | −271−0.3% | Reduced |
| Profund Advisors LLC | 89,598 | $2.56M | 0.16% | −43,852−32.9% | Reduced |
| Silvercrest Asset Management Group LLC | 89,364 | $2.56M | 0.02% | −5,808−6.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 89,209 | $2.55M | 1.82% | +89,209 | New |
| Banco de Sabadell, S.A | 89,087 | $2.54M | 2.12% | +2,339+2.7% | Added |
| Anchor Investment Management, LLC | 88,977 | $2.54M | 0.35% | +3,775+4.4% | Added |
| Investment House LLC | 88,463 | $2.53M | 0.21% | +76,032+611.6% | Added |
| Wealth Alliance Advisory Group, LLC | 88,374 | $2.53M | 0.95% | −4,060−4.4% | Reduced |
| Spire Wealth Management | 87,978 | $2.52M | 0.10% | +23,591+36.6% | Added |
| Private Trust Co NA | 87,715 | $2.51M | 0.34% | −7,213−7.6% | Reduced |
| Financial Counselors Inc | 87,519 | $2.50M | 0.05% | −21,016−19.4% | Reduced |
| American Assets Inc | 87,500 | $2.50M | 1.21% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 87,451 | $2.50M | 0.20% | +4,455+5.4% | Added |
| Birmingham Capital Management Co Inc | 87,052 | $2.49M | 0.99% | +3,575+4.3% | Added |
| Bouvel Investment Partners, LLC | 86,848 | $2.48M | 1.45% | −249−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 86,755 | $2.48M | 0.41% | +3,075+3.7% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.48M | 0.38% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 86,372 | $2.47M | 0.08% | −110,822−56.2% | Reduced |
| Plimoth Trust Co LLC | 86,332 | $2.47M | 0.77% | +3,476+4.2% | Added |
| Horizon Investments, LLC | 86,275 | $2.47M | 0.07% | −23,725−21.6% | Reduced |
| First Dallas Securities Inc. | 86,168 | $2.46M | 1.45% | −4,226−4.7% | Reduced |