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; 3,619 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, Q2 2023
Institutional positions in Bank of America Corp as of Jun 30, 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
- 2,652
- +9 vs. Q1 2023
- Shares held
- 5.51B
- +1.02M (0.0%) vs. Q1 2023
- Total value
- $158.0B
- +$496.4M (+0.3%) vs. Q1 2023
- New holders
- 147
- 1,075 more added
- Sold out
- 138
- 1,130 more reduced
22 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 3,619 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 586,675 | $584 | 0.06% | +586,675 | New |
| Robinswood Financial LLC | 35 | $1.00K | 0.00% | +35 | New |
| Piershale Financial Group, Inc. | 49 | $1.42K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 67 | $1.92K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 70 | $2.01K | 0.00% | +25+55.6% | Added |
| Lam Group, Inc. | 86 | $2.47K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 95 | $2.73K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 98 | $2.80K | 0.00% | −260−72.6% | Reduced |
| Northwest Bank & Trust Co | 100 | $2.87K | 0.00% | +100 | New |
| Dakota Community Bank & Trust NA | 105 | $3.01K | 0.02% | +105 | New |
| 25 LLC | 109 | $3.23K | 0.00% | +18+19.8% | Added |
| Cedar Mountain Advisors, LLC | 137 | $3.93K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 147 | $4.23K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 155 | $4.45K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 168 | $4.82K | 0.00% | +36+27.3% | Added |
| Stephenson National Bank & Trust | 169 | $4.85K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 190 | $5.45K | 0.00% | +190 | New |
| PayPay Securities Corp | 192 | $5.51K | 0.34% | −23−10.7% | Reduced |
| Creative Capital Management Investments LLC | 198 | $5.68K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 200 | $5.74K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 207 | $5.94K | 0.00% | −800−79.4% | Reduced |
| Horizon Bancorp Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 216 | $6.20K | 0.00% | +216 | New |
| WealthPlan Investment Management, LLC | 217 | $6.23K | 0.00% | −15,737−98.6% | Reduced |
| Impact Partnership Wealth, LLC | 229 | $6.57K | 0.00% | +229 | New |
| DB Wealth Management Group, LLC | 230 | $6.60K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 233 | $6.68K | 0.00% | +2+0.9% | Added |
| ClariVest Asset Management LLC | 213 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 256 | $7.34K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 270 | $7.75K | 0.00% | −1,002−78.8% | Reduced |
| Coston, McIsaac & Partners | 281 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 277 | $8.00K | 0.00% | +52+23.1% | Added |
| Buck Wealth Strategies, LLC | 299 | $8.58K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 304 | $8.72K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 319 | $9.15K | 0.00% | +54+20.4% | Added |
| State of Wyoming | 337 | $9.67K | 0.00% | +337 | New |
| Gould Capital, LLC | 350 | $10.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 356 | $10.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 370 | $10.6K | 0.00% | −1,298−77.8% | Reduced |
| ZRC Wealth Management, LLC | 388 | $11.1K | 0.01% | −1,369−77.9% | Reduced |
| Evolution Advisers, Inc. | 422 | $12.0K | 0.01% | +1+0.2% | Added |
| Picton Mahoney Asset Management | 400 | $12.0K | 0.00% | +400 | New |
| Country Trust Bank | 439 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 465 | $13.3K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 468 | $13.4K | 0.01% | −72,074−99.4% | Reduced |
| AM Squared Ltd | 500 | $14.3K | 0.02% | +500 | New |
| Worth Asset Management, LLC | 500 | $14.3K | 0.01% | +500 | New |
| Ravenstone Capital Management Inc. | 500 | $14.3K | 0.01% | +500 | New |
| Oliver Lagore Vanvalin Investment Group | 503 | $14.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 514 | $14.7K | 0.01% | +514 | New |
| Red Tortoise LLC | 526 | $15.1K | 0.01% | −492−48.3% | Reduced |
| Nordwand Advisors, LLC | 545 | $15.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 576 | $16.5K | 0.01% | +226+64.6% | Added |
| Perkins Coie Trust Co | 624 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 626 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 663 | $19.0K | 0.01% | +4+0.6% | Added |
| PrairieView Partners, LLC | 727 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 700 | $20.1K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 731 | $21.0K | 0.00% | +73+11.1% | Added |
| Atlantic Private Wealth, LLC | 750 | $21.5K | 0.02% | +750 | New |
| Legend Financial Advisors, Inc. | 756 | $21.7K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 760 | $21.8K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 783 | $22.0K | 0.01% | +737+1,602.2% | Added |
| Granite FO LLC | 772 | $22.1K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 775 | $22.2K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 800 | $23.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 805 | $23.1K | 0.00% | +124+18.2% | Added |
| Front Row Advisors LLC | 846 | $24.0K | 0.01% | −504−37.3% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 859 | $24.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $25.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 886 | $25.4K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 893 | $25.6K | 0.01% | −364−29.0% | Reduced |
| Kapitalo Investimentos Ltda | 903 | $25.9K | 0.00% | +903 | New |
| FNY Investment Advisers, LLC | 920 | $26.0K | 0.03% | +397+75.9% | Added |
| Northwest Investment Counselors, LLC | 937 | $26.9K | 0.01% | +65+7.5% | Added |
| Marquette Asset Management, LLC | 953 | $27.3K | 0.01% | +733+333.2% | Added |
| Truvestments Capital LLC | 971 | $27.9K | 0.01% | +71+7.9% | Added |
| Core Wealth Advisors, Inc. | 992 | $28.5K | 0.01% | +1+0.1% | Added |
| Park Circle Co | 1,000 | $28.7K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,004 | $28.8K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,012 | $29.0K | 0.01% | −990−49.5% | Reduced |
| Mascoma Wealth Management LLC | 929 | $29.1K | 0.01% | −54−5.5% | Reduced |
| Baader Bank INC | 1,314 | $29.3K | 0.00% | +1,314 | New |
| Global Trust Asset Management, LLC | 1,036 | $29.7K | 0.01% | +325+45.7% | Added |
| Institutional & Family Asset Management, LLC | 1,084 | $31.1K | 0.01% | +243+28.9% | Added |
| Mendota Financial Group, LLC | 1,095 | $31.4K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,107 | $31.8K | 0.00% | −50−4.3% | Reduced |
| Strategic Investment Solutions, Inc. | 1,200 | $33.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,181 | $33.9K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 1,202 | $34.5K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $34.6K | 0.03% | – | – |
| Lee Financial Co | 1,236 | $35.5K | 0.01% | −1,903−60.6% | Reduced |
| Roble, Belko & Company, Inc | 1,254 | $36.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,272 | $36.5K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,275 | $36.6K | 0.03% | +8+0.6% | Added |
| Castleview Partners, LLC | 1,284 | $36.8K | 0.03% | +300+30.5% | Added |
| Raffa Wealth Management, LLC | 1,286 | $36.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,348 | $38.7K | 0.01% | −445−24.8% | Reduced |