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 |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 170,380 | $4.87M | 3.76% | +10,724+6.7% | Added |
| Capital International Inc | 169,873 | $4.86M | 0.10% | −18,931−10.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 168,911 | $4.83M | 0.08% | −15,404−8.4% | Reduced |
| Marshall Wace, LLP | 168,071 | $4.81M | 0.01% | −8,839,612−98.1% | Reduced |
| Whalerock Point Partners, LLC | 167,865 | $4.80M | 1.78% | −2,090−1.2% | Reduced |
| Webster Bank, N. A. | 167,377 | $4.79M | 0.62% | −1,152−0.7% | Reduced |
| Van Den Berg Management I, Inc | 166,350 | $4.76M | 1.77% | +2,443+1.5% | Added |
| Chilton Capital Management LLC | 166,201 | $4.75M | 0.27% | −3,430−2.0% | Reduced |
| Pearl River Capital, LLC | 165,945 | $4.75M | 0.75% | +165,945 | New |
| Cetera Advisors LLC | 165,864 | $4.74M | 0.08% | +16,273+10.9% | Added |
| Gladius Capital Management LP | 165,298 | $4.73M | 1.45% | +143,690+665.0% | Added |
| River Wealth Advisors LLC | 165,230 | $4.73M | 0.86% | +8,881+5.7% | Added |
| TownSquare Capital, LLC | 164,984 | $4.72M | 0.10% | −19,926−10.8% | Reduced |
| Coastline Trust Co | 164,925 | $4.72M | 0.70% | −11,428−6.5% | Reduced |
| United Services Automobile Association | 164,632 | $4.71M | 0.15% | −99,636−37.7% | Reduced |
| Perfromance Wealth Partners, LLC | 164,531 | $4.71M | 0.24% | −46,064−21.9% | Reduced |
| Jacobi Capital Management LLC | 162,472 | $4.65M | 0.55% | +2,391+1.5% | Added |
| Steel Peak Wealth Management LLC | 161,680 | $4.62M | 0.32% | +38,483+31.2% | Added |
| Alberta Investment Management Corp | 160,900 | $4.60M | 0.04% | +160,900 | New |
| Boothe Investment Group, Inc. | 160,833 | $4.60M | 2.45% | +38,208+31.2% | Added |
| Unison Asset Management LLC | 159,788 | $4.57M | 3.46% | +90+0.1% | Added |
| Snowden Capital Advisors LLC | 159,324 | $4.56M | 0.18% | −16,721−9.5% | Reduced |
| Advisory Services Network, LLC | 159,270 | $4.56M | 0.13% | −1,074−0.7% | Reduced |
| Icon Wealth Partners, LLC | 159,063 | $4.55M | 0.50% | +159,063 | New |
| RPG Investment Advisory, LLC | 158,733 | $4.54M | 0.80% | +4,318+2.8% | Added |
| SOL Capital Management CO | 158,632 | $4.54M | 0.74% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 158,555 | $4.53M | 0.18% | +2,114+1.4% | Added |
| Ergoteles LLC | 158,333 | $4.53M | 0.18% | +158,333 | New |
| Kempner Capital Management Inc. | 158,141 | $4.52M | 2.64% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 157,976 | $4.52M | 0.11% | +21,408+15.7% | Added |
| SevenBridge Financial Group, LLC | 157,829 | $4.51M | 1.24% | −320.0% | Reduced |
| Rothschild Investment Corp | 157,282 | $4.50M | 0.39% | +4,968+3.3% | Added |
| Inlet Private Wealth, LLC | 157,170 | $4.50M | 1.17% | −2,450−1.5% | Reduced |
| Viewpoint Capital Management LLC | 156,823 | $4.49M | 4.03% | −1,710−1.1% | Reduced |
| Hantz Financial Services, Inc. | 156,506 | $4.48M | 0.12% | −249,586−61.5% | Reduced |
| Fundamentun, LLC | 155,327 | $4.44M | 0.75% | +3,287+2.2% | Added |
| Check Capital Management Inc | 153,457 | $4.39M | 0.40% | +35,796+30.4% | Added |
| Gillespie Robinson & Grimm Inc | 153,140 | $4.38M | 0.43% | +10,704+7.5% | Added |
| M3F, Inc. | 153,000 | $4.38M | 1.44% | +153,000 | New |
| Aldebaran Capital, LLC | 152,680 | $4.37M | 4.46% | −120−0.1% | Reduced |
| Ironvine Capital Partners, LLC | 152,651 | $4.37M | 0.55% | −70,571−31.6% | Reduced |
| Baker Avenue Asset Management, LP | 152,613 | $4.36M | 0.24% | +11,319+8.0% | Added |
| Trust Co of Vermont | 152,437 | $4.36M | 0.30% | −6,752−4.2% | Reduced |
| Bleakley Financial Group, LLC | 151,694 | $4.34M | 0.14% | −13,195−8.0% | Reduced |
| Chemung Canal Trust Co | 151,303 | $4.33M | 1.00% | +16,447+12.2% | Added |
| Legacy Private Trust Co. | 151,254 | $4.33M | 0.37% | −650−0.4% | Reduced |
| Hedeker Wealth, LLC | 151,232 | $4.33M | 1.54% | −1,249−0.8% | Reduced |
| Harbor Island Capital LLC | 151,214 | $4.32M | 2.38% | +21,770+16.8% | Added |
| Chicago Trust Co NA | 151,122 | $4.32M | 1.08% | +9,170+6.5% | Added |
| Quinn Opportunity Partners LLC | 151,000 | $4.32M | 0.46% | +151,000 | New |
| Altrafin AG | 150,660 | $4.31M | 2.12% | +3,330+2.3% | Added |
| Toroso Investments, LLC | 150,570 | $4.31M | 0.14% | +32,397+27.4% | Added |
| Blue Investment Partners LLC | 150,479 | $4.30M | 4.34% | +25,000+19.9% | Added |
| Atlantic Union Bankshares Corp | 150,213 | $4.30M | 0.45% | +21,383+16.6% | Added |
| Fusion Capital, LLC | 149,856 | $4.29M | 2.45% | +128,791+611.4% | Added |
| Hancock Whitney Corp | 149,282 | $4.27M | 0.17% | −1,016−0.7% | Reduced |
| Hendershot Investments Inc. | 149,092 | $4.26M | 0.72% | −1,483−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 148,406 | $4.24M | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 148,024 | $4.23M | 0.31% | −1,542−1.0% | Reduced |
| Baugh & Associates, LLC | 144,744 | $4.22M | 2.70% | −3,280−2.2% | Reduced |
| Roundview Capital LLC | 147,022 | $4.20M | 0.44% | +2,907+2.0% | Added |
| Fred Alger Management, LLC | 146,904 | $4.20M | 0.02% | +11,516+8.5% | Added |
| Empowered Funds, LLC | 145,692 | $4.17M | 0.25% | +23,119+18.9% | Added |
| Lincluden Management Ltd | 145,451 | $4.16M | 0.49% | −1,479−1.0% | Reduced |
| Stolper Co | 144,545 | $4.13M | 1.77% | +2,344+1.6% | Added |
| McGinn Investment Management, Inc. | 143,514 | $4.11M | 3.13% | +14,974+11.6% | Added |
| Belmont Capital, LLC | 143,118 | $4.09M | 3.39% | +141,198+7,354.1% | Added |
| Segall Bryant & Hamill, LLC | 143,024 | $4.09M | 0.04% | −1,541−1.1% | Reduced |
| Quantbot Technologies LP | 143,002 | $4.09M | 0.29% | +143,002 | New |
| Lincoln National Corp | 142,467 | $4.07M | 0.09% | +10,987+8.4% | Added |
| Cutler Group LP | 142,326 | $4.07M | 0.64% | −114,608−44.6% | Reduced |
| Levin Capital Strategies, L.P. | 142,220 | $4.07M | 0.51% | +4,419+3.2% | Added |
| Lynch & Associates | 142,002 | $4.06M | 1.07% | −1,579−1.1% | Reduced |
| Gotham Asset Management, LLC | 141,883 | $4.06M | 0.10% | +20,793+17.2% | Added |
| TD Private Client Wealth LLC | 141,660 | $4.05M | 0.18% | +1,702+1.2% | Added |
| First Manhattan Co | 141,196 | $4.04M | 0.02% | −5,978−4.1% | Reduced |
| Signet Financial Management, LLC | 141,025 | $4.03M | 0.68% | +6,142+4.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 140,838 | $4.03M | 0.03% | +3,489+2.5% | Added |
| United Fire Group Inc | 140,000 | $4.00M | 2.51% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 139,883 | $4.00M | 0.34% | +74+0.1% | Added |
| Patten & Patten Inc | 139,436 | $3.99M | 0.35% | +1,725+1.3% | Added |
| Belpointe Asset Management LLC | 139,325 | $3.98M | 0.22% | +50,554+56.9% | Added |
| Connectus Wealth, LLC | 138,714 | $3.97M | 0.10% | −327,763−70.3% | Reduced |
| Skylands Capital, LLC | 138,650 | $3.97M | 0.58% | +89,850+184.1% | Added |
| DCF Advisers, LLC | 138,000 | $3.95M | 2.91% | −102,000−42.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 137,233 | $3.92M | 0.27% | +18,891+16.0% | Added |
| Woodmont Investment Counsel LLC | 136,867 | $3.91M | 0.42% | +4,501+3.4% | Added |
| Icon Advisers Inc | 135,890 | $3.89M | 0.99% | 00.0% | Unchanged |
| Consolidated Planning Corp | 135,782 | $3.88M | 1.01% | +22,852+20.2% | Added |
| Manatuck Hill Partners, LLC | 135,637 | $3.88M | 1.96% | +14,439+11.9% | Added |
| Focused Wealth Management, Inc | 135,489 | $3.87M | 0.78% | +2,540+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 135,463 | $3.87M | 0.16% | −13,850−9.3% | Reduced |
| Resources Investment Advisors, LLC. | 135,096 | $3.86M | 0.09% | +36,292+36.7% | Added |
| Diversified Trust Co | 134,998 | $3.86M | 0.15% | −7,362−5.2% | Reduced |
| Arrow Financial Corp | 134,439 | $3.84M | 0.50% | +1,296+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 134,330 | $3.84M | 0.40% | +2,585+2.0% | Added |
| Credit Capital Investments LLC | 134,000 | $3.83M | 4.97% | +3,985+3.1% | Added |
| Kinneret Advisory, LLC | 133,353 | $3.81M | 0.49% | −7,164−5.1% | Reduced |
| Jefferies Financial Group Inc. | 133,150 | $3.81M | 0.08% | +75,965+132.8% | Added |
| Mandatum Life Insurance Co Ltd | 133,110 | $3.81M | 1.12% | 00.0% | Unchanged |