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, 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 | 3,620 | $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, 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 |
|---|---|---|---|---|---|
| Congress Park Capital LLC | 19,820 | $568.6K | 0.32% | −5,650−22.2% | Reduced |
| Worth Financial Advisory Group, LLC | 19,857 | $569.7K | 0.53% | −7,672−27.9% | Reduced |
| Drive Wealth Management, LLC | 19,859 | $569.7K | 0.21% | −4,540−18.6% | Reduced |
| DF Dent & Co Inc | 19,880 | $570.4K | 0.01% | −331−1.6% | Reduced |
| Old Mission Investment Co LLC | 19,897 | $570.9K | 0.21% | +721+3.8% | Added |
| Perfromance Wealth Partners, LLC | 19,675 | $572.1K | 0.03% | −144,856−88.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 19,950 | $572.4K | 0.15% | −256−1.3% | Reduced |
| Leisure Capital Management | 19,964 | $572.8K | 0.32% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 20,000 | $573.8K | 0.06% | −3,200−13.8% | Reduced |
| Bigelow Investment Advisors, LLC | 20,054 | $575.3K | 0.31% | +1,608+8.7% | Added |
| Accel Wealth Management | 20,058 | $575.5K | 0.32% | +85+0.4% | Added |
| Abner Herrman & Brock LLC | 20,078 | $576.0K | 0.08% | −94−0.5% | Reduced |
| Marino, Stram & Associates LLC | 20,091 | $576.4K | 0.16% | +2,531+14.4% | Added |
| Caerus Investment Advisors, LLC | 20,100 | $576.7K | 0.65% | 00.0% | Unchanged |
| American National Bank | 20,113 | $577.0K | 0.10% | −95−0.5% | Reduced |
| Menard Financial Group LLC | 20,165 | $578.5K | 1.19% | +2,744+15.8% | Added |
| Caldwell Sutter Capital, Inc. | 20,167 | $578.6K | 0.30% | +11,264+126.5% | Added |
| Bank Hapoalim BM | 20,191 | $579.0K | 0.08% | −690−3.3% | Reduced |
| Fairfield, Bush & Co. | 20,200 | $579.5K | 0.16% | +8,996+80.3% | Added |
| Headinvest, LLC | 18,544 | $580.2K | 0.13% | +409+2.3% | Added |
| Operose Advisors LLC | 20,290 | $582.1K | 0.26% | +13,834+214.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 20,329 | $583.2K | 0.27% | −647−3.1% | Reduced |
| Howard Capital Management Group, LLC | 20,330 | $583.3K | 0.05% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 20,348 | $583.8K | 0.40% | +6,065+42.5% | Added |
| Close Asset Management Ltd | 20,352 | $584.0K | 0.03% | +152+0.8% | Added |
| Brookfield Asset Management Inc. | 20,385 | $584.8K | 0.00% | −349,063−94.5% | Reduced |
| Twin Focus Capital Partners, LLC | 20,456 | $586.9K | 0.12% | −10,947−34.9% | Reduced |
| AIMZ Investment Advisors, LLC | 20,464 | $587.1K | 0.25% | −150−0.7% | Reduced |
| Allie Family Office LLC | 20,390 | $587.9K | 0.42% | −50,000−71.0% | Reduced |
| CKW Financial Group | 20,497 | $588.0K | 0.09% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20,644 | $592.3K | 0.34% | +11+0.1% | Added |
| Allegheny Financial Group LTD | 20,668 | $593.0K | 0.28% | +161+0.8% | Added |
| L2 Asset Management, LLC | 20,688 | $593.5K | 0.29% | +1,580+8.3% | Added |
| FourThought Financial Partners, LLC | 20,719 | $594.4K | 0.08% | +103+0.5% | Added |
| Community Bank, N.A. | 20,728 | $594.5K | 0.08% | −5,425−20.7% | Reduced |
| Richard W. Paul & Associates, LLC | 20,727 | $594.6K | 0.26% | −1,194−5.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,795 | $596.6K | 0.06% | −659−3.1% | Reduced |
| Confluence Investment Management LLC | 20,900 | $599.6K | 0.01% | +111+0.5% | Added |
| JNBA Financial Advisors | 20,946 | $601.0K | 0.07% | −287−1.4% | Reduced |
| PBMares Wealth Management LLC | 21,122 | $606.0K | 0.22% | −224−1.0% | Reduced |
| Raleigh Capital Management Inc. | 21,224 | $608.9K | 0.30% | +256+1.2% | Added |
| Old West Investment Management, LLC | 21,226 | $609.0K | 0.32% | −50,108−70.2% | Reduced |
| Aprio Wealth Management, LLC | 21,233 | $609.2K | 0.17% | +909+4.5% | Added |
| Bank of Stockton | 21,270 | $610.2K | 0.21% | −253−1.2% | Reduced |
| Soltis Investment Advisors LLC | 21,300 | $611.1K | 0.07% | +1,393+7.0% | Added |
| High Net Worth Advisory Group LLC | 21,300 | $611.1K | 0.24% | −2,535−10.6% | Reduced |
| Trust Co of Virginia | 21,405 | $614.1K | 0.07% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 21,431 | $614.9K | 0.10% | +10,129+89.6% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $615.1K | 0.26% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 21,457 | $615.6K | 0.25% | +1,676+8.5% | Added |
| Transatlantique Private Wealth LLC | 21,616 | $620.2K | 0.32% | +543+2.6% | Added |
| LMG Wealth Partners, LLC | 21,670 | $621.7K | 0.19% | +346+1.6% | Added |
| Prestige Wealth Management Group LLC | 21,708 | $622.8K | 0.15% | +450+2.1% | Added |
| Everhart Financial Group, Inc. | 22,040 | $623.7K | 0.26% | −850−3.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 21,759 | $624.3K | 0.12% | −3,156−12.7% | Reduced |
| Summitry LLC | 21,876 | $627.6K | 0.04% | −3,450−13.6% | Reduced |
| PDS Planning, Inc | 21,904 | $628.4K | 0.08% | +2,205+11.2% | Added |
| Crumly & Associates Inc. | 21,909 | $628.6K | 0.25% | +7,209+49.0% | Added |
| Wendell David Associates Inc | 22,018 | $632.0K | 0.07% | −300−1.3% | Reduced |
| MUFG Securities EMEA plc | 22,043 | $632.4K | 0.01% | +3,743+20.5% | Added |
| LBMC Investment Advisors, LLC | 22,102 | $634.1K | 0.06% | +95+0.4% | Added |
| Oak Thistle LLC | 22,129 | $634.9K | 0.34% | +7,484+51.1% | Added |
| Briggs Advisory Group, Inc. | 22,134 | $635.0K | 0.35% | +20.0% | Added |
| AdvisorNet Financial, Inc | 22,196 | $636.8K | 0.05% | +1,437+6.9% | Added |
| Eudaimonia Advisors LLC | 22,353 | $641.3K | 0.43% | +482+2.2% | Added |
| Avestar Capital, LLC | 22,368 | $641.7K | 0.11% | +6,548+41.4% | Added |
| Glassman Wealth Services | 22,373 | $641.9K | 0.10% | −254−1.1% | Reduced |
| Auto-Owners Insurance Co | 22,373 | $641.9K | 0.02% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 22,387 | $642.3K | 0.48% | +30.0% | Added |
| New Hampshire Trust | 22,402 | $642.7K | 0.17% | 00.0% | Unchanged |
| PFW Advisors LLC | 20,548 | $642.9K | 0.21% | +20,548 | New |
| Moloney Securities Asset Management, LLC | 22,451 | $644.1K | 0.11% | +1,050+4.9% | Added |
| 180 Wealth Advisors, LLC | 22,100 | $645.3K | 0.14% | +122+0.6% | Added |
| Cottage Street Advisors LLC | 22,542 | $646.7K | 0.47% | +60.0% | Added |
| Sentinel Trust Co Lba | 22,639 | $650.0K | 0.09% | −209−0.9% | Reduced |
| Tectonic Advisors LLC | 22,686 | $650.9K | 0.08% | −83,292−78.6% | Reduced |
| Valmark Advisers, Inc. | 22,708 | $651.5K | 0.01% | +1,716+8.2% | Added |
| Jump Financial, LLC | 22,716 | $651.7K | 0.02% | −24,382−51.8% | Reduced |
| West Paces Advisors Inc. | 22,722 | $651.9K | 0.19% | −1,068−4.5% | Reduced |
| Cypress Asset Management Inc | 21,907 | $652.9K | 0.21% | −1,085−4.7% | Reduced |
| Capital Markets Trading UK LLP | 22,864 | $656.0K | 0.48% | −151,689−86.9% | Reduced |
| Voya Financial Advisors, Inc. | 22,903 | $656.4K | 0.08% | +924+4.2% | Added |
| Waterfront Wealth Inc. | 20,236 | $657.0K | 0.20% | −931−4.4% | Reduced |
| Greenline Partners, LLC | 22,905 | $657.1K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 20,539 | $657.2K | 0.31% | +418+2.1% | Added |
| Concord Asset Management, LLC | 22,921 | $657.6K | 0.23% | +5,509+31.6% | Added |
| Altfest L J & Co Inc | 23,036 | $661.0K | 0.10% | −469−2.0% | Reduced |
| Garrison Point Advisors, LLC | 23,084 | $662.3K | 0.48% | −226−1.0% | Reduced |
| Clearview Wealth Advisors LLC | 23,089 | $662.4K | 0.67% | −95−0.4% | Reduced |
| Relative Value Partners Group, LLC | 23,142 | $663.9K | 0.04% | +30.0% | Added |
| Westmount Partners, LLC | 23,146 | $664.0K | 0.29% | +2,530+12.3% | Added |
| X-Square Capital, LLC | 23,186 | $665.0K | 0.45% | −548−2.3% | Reduced |
| Black Diamond Financial, LLC | 23,275 | $667.8K | 0.20% | +15+0.1% | Added |
| Aspire Private Capital, LLC | 23,285 | $668.0K | 0.21% | −3,476−13.0% | Reduced |
| Oakworth Capital, Inc. | 23,294 | $668.3K | 0.06% | −9,905−29.8% | Reduced |
| Unionview, LLC | 23,302 | $668.5K | 0.61% | +36+0.2% | Added |
| Allstate Corp | 23,310 | $668.8K | 0.04% | −101−0.4% | Reduced |
| Beacon Financial Advisory LLC | 23,349 | $669.9K | 0.38% | +1,051+4.7% | Added |
| Hamilton Capital Partners Inc. | 23,400 | $671.3K | 0.24% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 23,419 | $671.9K | 0.23% | +1,505+6.9% | Added |