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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 133,047 | $3.81M | 0.53% | −42,832−24.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 133,164 | $3.80M | 0.19% | +51,943+64.0% | Added |
| Dynamic Advisor Solutions LLC | 132,361 | $3.79M | 0.22% | −13,877−9.5% | Reduced |
| Vident Investment Advisory, LLC | 129,607 | $3.71M | 0.12% | +3,779+3.0% | Added |
| Front Street Capital Management, Inc. | 129,515 | $3.70M | 0.80% | −5,201−3.9% | Reduced |
| BKD Wealth Advisors, LLC | 129,495 | $3.70M | 0.12% | +10,265+8.6% | Added |
| D L Carlson Investment Group Inc | 129,464 | $3.70M | 0.84% | −15,334−10.6% | Reduced |
| Bank Ozk | 129,440 | $3.70M | 1.84% | +10,941+9.2% | Added |
| Courier Capital LLC | 129,110 | $3.69M | 0.41% | −1,456−1.1% | Reduced |
| Cornerstone Wealth Group, LLC | 129,056 | $3.69M | 0.66% | +67,172+108.5% | Added |
| Trustmark National Bank Trust Department | 128,950 | $3.69M | 0.34% | −110,700−46.2% | Reduced |
| Wade G W & Inc | 128,345 | $3.67M | 0.14% | +7,743+6.4% | Added |
| Hodges Capital Management Inc. | 123,533 | $3.66M | 0.30% | −41,833−25.3% | Reduced |
| MainStreet Investment Advisors LLC | 127,759 | $3.65M | 0.40% | +2,238+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127,081 | $3.63M | 0.25% | +6,692+5.6% | Added |
| CAPROCK Group, Inc. | 126,922 | $3.63M | 0.28% | +43,138+51.5% | Added |
| Bessemer Securities LLC | 126,718 | $3.62M | 1.69% | −21,800−14.7% | Reduced |
| Capital Insight Partners, LLC | 126,393 | $3.61M | 0.85% | +1,755+1.4% | Added |
| Bank of Nova Scotia Trust Co | 126,079 | $3.61M | 0.40% | −5,046−3.8% | Reduced |
| Fulton Bank, N.A. | 125,947 | $3.60M | 0.19% | −1,570−1.2% | Reduced |
| Cantor Fitzgerald, L. P. | 125,639 | $3.59M | 0.08% | −11,409−8.3% | Reduced |
| apricus wealth, LLC | 125,475 | $3.59M | 3.27% | +21,835+21.1% | Added |
| Red Door Wealth Management, LLC | 125,456 | $3.59M | 1.13% | +1,112+0.9% | Added |
| Senvest Management, LLC | 125,000 | $3.58M | 0.13% | +125,000 | New |
| Fiduciary Group LLC | 124,228 | $3.55M | 0.46% | +2,200+1.8% | Added |
| Asset Planning Services Inc | 123,824 | $3.54M | 2.24% | +3,850+3.2% | Added |
| Ostrum Asset Management | 122,790 | $3.51M | 0.31% | +122,790 | New |
| S&CO Inc | 122,321 | $3.50M | 0.30% | −850−0.7% | Reduced |
| Burns J W & Co Inc | 121,454 | $3.47M | 0.59% | −3,940−3.1% | Reduced |
| Ariel Investments, LLC | 121,454 | $3.47M | 0.03% | +25,415+26.5% | Added |
| Udine Wealth Management, Inc. | 121,277 | $3.47M | 5.35% | +6,806+5.9% | Added |
| Andra AP-fonden | 120,900 | $3.46M | 0.09% | +59,700+97.5% | Added |
| We Are One Seven, LLC | 119,751 | $3.42M | 0.22% | +6,184+5.4% | Added |
| Argyle Capital Management Inc. | 119,293 | $3.41M | 1.20% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 119,026 | $3.40M | 0.36% | +1,342+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 118,554 | $3.39M | 0.38% | −34,790−22.7% | Reduced |
| GHP Investment Advisors, Inc. | 118,456 | $3.39M | 0.22% | +836+0.7% | Added |
| Lyell Wealth Management, LP | 118,326 | $3.38M | 0.47% | −16,122−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 118,092 | $3.38M | 0.24% | +20,829+21.4% | Added |
| Essex Financial Services, Inc. | 118,091 | $3.38M | 0.36% | +1,328+1.1% | Added |
| Marco Investment Management LLC | 118,006 | $3.37M | 0.38% | +130.0% | Added |
| California First Leasing Corp | 117,500 | $3.36M | 2.25% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 117,366 | $3.35M | 0.69% | +11,850+11.2% | Added |
| Whittier Trust Co | 117,324 | $3.35M | 0.06% | −8,182−6.5% | Reduced |
| Charter Trust Co | 117,187 | $3.35M | 0.27% | +440+0.4% | Added |
| Signaturefd, LLC | 117,020 | $3.35M | 0.09% | −3,851−3.2% | Reduced |
| Opus Investment Management Inc | 116,150 | $3.32M | 1.20% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 115,842 | $3.31M | 0.22% | +22,222+23.7% | Added |
| Park Avenue Securities LLC | 115,738 | $3.31M | 0.06% | +1,338+1.2% | Added |
| Asset Management Advisors, LLC | 115,575 | $3.31M | 3.16% | +580+0.5% | Added |
| HAP Trading, LLC | 115,274 | $3.30M | 0.80% | −8,012−6.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 115,107 | $3.29M | 0.24% | +17,340+17.7% | Added |
| Graybill Bartz & Assoc Ltd | 115,064 | $3.29M | 1.68% | +1,266+1.1% | Added |
| Thoroughbred Financial Services, LLC | 114,990 | $3.29M | 0.49% | −6,782−5.6% | Reduced |
| Aspen Grove Capital, LLC | 114,575 | $3.28M | 1.43% | −5,283−4.4% | Reduced |
| Consolidated Capital Management, LLC | 114,499 | $3.27M | 1.76% | +34,778+43.6% | Added |
| Ronald Blue Trust, Inc. | 98,826 | $3.27M | 0.05% | −6,337−6.0% | Reduced |
| Silvant Capital Management LLC | 113,983 | $3.26M | 0.21% | 00.0% | Unchanged |
| Boit C F David | 108,207 | $3.25M | 2.22% | 00.0% | Unchanged |
| Dakota Wealth Management | 113,062 | $3.23M | 0.22% | −244−0.2% | Reduced |
| Chemistry Wealth Management LLC | 113,059 | $3.23M | 1.12% | −2,825−2.4% | Reduced |
| Veriti Management LLC | 112,228 | $3.21M | 0.38% | −4,696−4.0% | Reduced |
| Parsons Capital Management Inc | 112,112 | $3.21M | 0.26% | −3,558−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 112,056 | $3.20M | 0.28% | +10,013+9.8% | Added |
| Pring Turner Capital Group Inc | 111,931 | $3.20M | 3.18% | +8,807+8.5% | Added |
| Varma Mutual Pension Insurance Co | 111,771 | $3.20M | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 111,716 | $3.20M | 0.13% | +9,035+8.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 111,710 | $3.19M | 0.17% | +2,129+1.9% | Added |
| Harbour Capital Advisors, LLC | 111,564 | $3.19M | 0.96% | +20,190+22.1% | Added |
| Wintrust Investments LLC | 111,483 | $3.19M | 0.41% | +111,483 | New |
| Hohimer Wealth Management, LLC | 111,305 | $3.18M | 0.92% | +57,485+106.8% | Added |
| ARGA Investment Management, LP | 111,133 | $3.18M | 0.12% | +46,813+72.8% | Added |
| Strategic Blueprint, LLC | 110,800 | $3.17M | 0.33% | +18,725+20.3% | Added |
| K.J. Harrison & Partners Inc | 113,240 | $3.15M | 0.64% | +58,700+107.6% | Added |
| Mengis Capital Management, Inc. | 110,206 | $3.15M | 0.66% | −636−0.6% | Reduced |
| Caldwell Trust Co | 110,047 | $3.15M | 0.44% | −4,602−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 110,010 | $3.15M | 0.47% | −2,123−1.9% | Reduced |
| Latash Investments, LLC | 109,894 | $3.14M | 2.82% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 109,825 | $3.14M | 0.86% | −300−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 109,799 | $3.14M | 0.91% | +109,799 | New |
| Sompo Asset Management Co., Ltd. | 109,670 | $3.14M | 0.66% | −2,690−2.4% | Reduced |
| Equitable Holdings, Inc. | 109,621 | $3.14M | 0.05% | +7,765+7.6% | Added |
| Silicon Valley Capital Partners | 109,615 | $3.13M | 0.66% | +26,220+31.4% | Added |
| Capricorn Fund Managers Ltd | 108,576 | $3.11M | 0.95% | +49,572+84.0% | Added |
| Altrius Capital Management Inc | 108,469 | $3.10M | 0.95% | +15,882+17.2% | Added |
| IFP Advisors, Inc | 138,012 | $3.08M | 0.15% | −55,002−28.5% | Reduced |
| Sumitomo Life Insurance Co | 107,751 | $3.08M | 0.26% | −59,853−35.7% | Reduced |
| Game Creek Capital, LP | 107,750 | $3.08M | 2.04% | +13,000+13.7% | Added |
| Neumann Capital Management, LLC | 107,353 | $3.07M | 1.35% | +500+0.5% | Added |
| Elgethun Capital Management | 106,048 | $3.06M | 0.97% | +1,445+1.4% | Added |
| Kornitzer Capital Management Inc | 107,106 | $3.06M | 0.06% | +2,620+2.5% | Added |
| Wealthspire Advisors, LLC | 107,092 | $3.06M | 0.05% | −18,465−14.7% | Reduced |
| Klingenstein Fields & Co LP | 106,925 | $3.06M | 0.15% | −750−0.7% | Reduced |
| Brookstone Capital Management | 100,655 | $3.06M | 0.06% | +28,013+38.6% | Added |
| Trexquant Investment LP | 106,584 | $3.05M | 0.08% | +106,584 | New |
| SYSTM Wealth Solutions LLC | 106,467 | $3.04M | 0.47% | −32,073−23.2% | Reduced |
| Weinberger Asset Management, Inc | 106,417 | $3.04M | 1.77% | −2,358−2.2% | Reduced |
| Mitchell Capital Management Co | 106,334 | $3.04M | 0.75% | −1,012−0.9% | Reduced |
| Perigon Wealth Management, LLC | 106,121 | $3.04M | 0.17% | −2,010−1.9% | Reduced |
| Tectonic Advisors LLC | 105,978 | $3.03M | 0.41% | −3,609−3.3% | Reduced |