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
- 2,651
- +9 vs. Q1 2023
- Shares held
- 5.51B
- +1.02M (0.0%) vs. Q1 2023
- Total value
- $158.0B
- +$496.2M (+0.3%) vs. Q1 2023
- New holders
- 147
- 1,074 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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 23,458 | $673.0K | 0.09% | +4,815+25.8% | Added |
| Miracle Mile Advisors, LLC | 23,550 | $675.6K | 0.02% | +1,184+5.3% | Added |
| First National Bank of Omaha | 23,573 | $676.3K | 0.04% | −197−0.8% | Reduced |
| Curbstone Financial Management Corp | 23,592 | $676.9K | 0.16% | +850+3.7% | Added |
| Old North State Trust, LLC | 23,584 | $677.0K | 0.50% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 14,196 | $678.3K | 0.23% | −8,125−36.4% | Reduced |
| Van Cleef Asset Management,Inc | 23,821 | $683.4K | 0.10% | −2,065−8.0% | Reduced |
| Palumbo Wealth Management LLC | 23,897 | $685.6K | 0.42% | −122−0.5% | Reduced |
| Mitchell Capital Management Co | 23,906 | $685.9K | 0.16% | −82,428−77.5% | Reduced |
| Marex Group plc | 23,971 | $687.7K | 0.12% | −43,482−64.5% | Reduced |
| Jupiter Wealth Management LLC | 24,000 | $688.6K | 0.59% | −12,600−34.4% | Reduced |
| Cornerstone Advisory, LLC | 24,004 | $688.7K | 0.12% | −6,463−21.2% | Reduced |
| Bridgewater Advisors Inc. | 24,020 | $689.1K | 0.14% | −380−1.6% | Reduced |
| Intrepid Financial Planning Group LLC | 24,023 | $689.2K | 0.33% | −503−2.1% | Reduced |
| Baldwin Investment Management, LLC | 24,100 | $691.4K | 0.11% | −15,560−39.2% | Reduced |
| Field & Main Bank | 24,155 | $692.8K | 0.39% | +425+1.8% | Added |
| Citadel Investment Advisory, Inc. | 24,190 | $694.0K | 0.45% | −175−0.7% | Reduced |
| Arbor Investment Advisors, LLC | 24,260 | $696.0K | 0.12% | +50.0% | Added |
| Hedges Asset Management LLC | 24,300 | $697.2K | 0.59% | +200+0.8% | Added |
| Machina Capital S.A.S. | 24,361 | $698.9K | 0.40% | −6,939−22.2% | Reduced |
| Caxton Associates LP | 24,442 | $701.2K | 0.10% | +24,442 | New |
| Perennial Investment Advisors, LLC | 24,494 | $702.7K | 0.13% | −262−1.1% | Reduced |
| Intrua Financial, LLC | 24,518 | $703.4K | 0.13% | +6,788+38.3% | Added |
| LexAurum Advisors, LLC | 24,549 | $704.3K | 0.21% | +370+1.5% | Added |
| Venturi Wealth Management, LLC | 24,568 | $704.9K | 0.06% | +174+0.7% | Added |
| TCI Wealth Advisors, Inc. | 24,586 | $705.4K | 0.09% | +1,199+5.1% | Added |
| Capital Management Associates | 24,620 | $706.3K | 1.04% | −104−0.4% | Reduced |
| Canvas Wealth Advisors, LLC | 21,652 | $706.9K | 0.26% | −1,413−6.1% | Reduced |
| Gradient Capital Advisors, LLC | 24,649 | $707.2K | 0.28% | −754−3.0% | Reduced |
| Channing Global Advisors, LLC | 24,669 | $707.8K | 0.72% | +4,993+25.4% | Added |
| New Millennium Group LLC | 24,695 | $708.5K | 0.65% | −5,361−17.8% | Reduced |
| Acropolis Investment Management, LLC | 24,829 | $712.3K | 0.06% | +612+2.5% | Added |
| Harbor Advisory Corp | 24,845 | $712.8K | 0.25% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 24,871 | $713.5K | 0.21% | +32+0.1% | Added |
| Rappaport Reiches Capital Management, LLC | 24,884 | $713.9K | 0.30% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 25,000 | $717.3K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 25,008 | $717.5K | 0.25% | +1,192+5.0% | Added |
| C2C Wealth Management, LLC | 24,411 | $717.6K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 25,019 | $717.8K | 0.44% | −1,555−5.9% | Reduced |
| Michael B. Yongue | 25,020 | $717.8K | 0.67% | −2,620−9.5% | Reduced |
| Aletheian Wealth Advisors LLC | 25,026 | $718.0K | 0.49% | +25,026 | New |
| Independent Investors Inc | 25,130 | $721.0K | 0.17% | 00.0% | Unchanged |
| Sippican Capital Advisors | 25,170 | $722.1K | 0.67% | 00.0% | Unchanged |
| Accredited Investors Inc. | 25,173 | $722.2K | 0.05% | −281−1.1% | Reduced |
| StoneX Group Inc. | 25,176 | $722.3K | 0.07% | −4,554−15.3% | Reduced |
| Nations Financial Group Inc, | 25,195 | $722.9K | 0.07% | +1,369+5.7% | Added |
| Titleist Asset Management, LLC | 25,213 | $723.4K | 0.14% | −4,135−14.1% | Reduced |
| Potomac Capital Management, Inc. | 25,244 | $724.3K | 1.00% | −1,836−6.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 25,245 | $724.3K | 0.10% | +2,103+9.1% | Added |
| Peoples Financial Services Corp. | 25,344 | $726.9K | 0.33% | +892+3.6% | Added |
| Axxcess Wealth Management, LLC | 25,339 | $727.0K | 0.05% | −4,224−14.3% | Reduced |
| Vectors Research Management, LLC | 25,362 | $728.0K | 0.21% | −177−0.7% | Reduced |
| First Command Bank | 25,406 | $728.9K | 0.07% | −959−3.6% | Reduced |
| First Command Financial Services, Inc. | 25,406 | $728.9K | 0.07% | −959−3.6% | Reduced |
| Vigilant Capital Management, LLC | 25,452 | $730.0K | 0.05% | +20,000+366.8% | Added |
| RW Investment Management LLC | 25,489 | $731.3K | 0.15% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 25,510 | $731.9K | 0.24% | +8,350+48.7% | Added |
| Ayalon Holdings Ltd. | 25,503 | $732.0K | 0.31% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 25,572 | $733.7K | 0.31% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 25,574 | $733.7K | 0.29% | +1,923+8.1% | Added |
| Foster & Motley Inc | 25,594 | $734.0K | 0.06% | −2,193−7.9% | Reduced |
| Mather Group, LLC. | 25,667 | $736.4K | 0.01% | −3,024−10.5% | Reduced |
| Breakwater Capital Group | 25,713 | $737.7K | 0.27% | −165−0.6% | Reduced |
| Naples Global Advisors, LLC | 25,770 | $739.3K | 0.09% | +2,540+10.9% | Added |
| London Co of Virginia | 25,783 | $739.7K | 0.00% | −8,091−23.9% | Reduced |
| Spirit of America Management Corp | 25,850 | $741.6K | 0.17% | −3,000−10.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 25,934 | $744.0K | 0.18% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 25,979 | $745.3K | 0.05% | +2,753+11.9% | Added |
| Eqis Capital Management, Inc. | 26,037 | $747.0K | 0.08% | +5,101+24.4% | Added |
| Curi Capital | 26,042 | $747.1K | 0.10% | −632−2.4% | Reduced |
| Uncommon Cents Investing LLC | 26,126 | $749.6K | 0.26% | −962−3.6% | Reduced |
| Navalign, LLC | 26,224 | $752.4K | 0.30% | +1,273+5.1% | Added |
| Verity & Verity, LLC | 26,257 | $753.3K | 0.09% | +1,854+7.6% | Added |
| Calton & Associates, Inc. | 26,283 | $754.1K | 0.35% | +10,046+61.9% | Added |
| Rossmore Private Capital | 26,317 | $755.0K | 0.11% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 26,319 | $755.1K | 0.09% | −600−2.2% | Reduced |
| CenterStar Asset Management, LLC | 26,304 | $755.6K | 0.68% | +26,304 | New |
| Eastern Bank | 26,338 | $755.6K | 0.04% | −629−2.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 26,348 | $755.9K | 0.06% | −467,105−94.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,364 | $756.4K | 0.47% | +30.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 25,847 | $758.9K | 0.55% | +446+1.8% | Added |
| Cassaday & Co Wealth Management LLC | 26,579 | $762.6K | 0.03% | +441+1.7% | Added |
| Advisory Alpha, LLC | 26,649 | $764.6K | 0.04% | +1,560+6.2% | Added |
| Eudaimonia Partners, LLC | 26,833 | $769.8K | 0.17% | +2,134+8.6% | Added |
| Main Street Financial Solutions, LLC | 26,877 | $771.1K | 0.10% | −1,823−6.4% | Reduced |
| Icapital Wealth LLC | 26,931 | $772.6K | 0.48% | −37,028−57.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 26,975 | $773.9K | 0.57% | −2,057−7.1% | Reduced |
| JT Stratford LLC | 27,044 | $775.9K | 0.21% | +9,616+55.2% | Added |
| Continuum Advisory, LLC | 27,088 | $777.2K | 0.12% | −4,193−13.4% | Reduced |
| NBT Bank N A | 27,159 | $779.2K | 0.11% | −1,832−6.3% | Reduced |
| Allen Capital Group, LLC | 27,175 | $779.7K | 0.14% | +1,588+6.2% | Added |
| MidWestOne Financial Group, Inc. | 27,258 | $782.0K | 0.17% | −15,944−36.9% | Reduced |
| Graham Capital Management, L.P. | 27,285 | $782.8K | 0.03% | +27,285 | New |
| Brandywine Oak Private Wealth LLC | 27,310 | $783.5K | 0.09% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 27,309 | $784.0K | 0.08% | +345+1.3% | Added |
| Keystone Financial Group | 27,332 | $784.2K | 0.13% | +27,332 | New |
| Wayfinding Financial, LLC | 24,626 | $785.0K | 0.55% | +2,554+11.6% | Added |
| Journey Advisory Group, LLC | 27,397 | $786.0K | 0.12% | −5,999−18.0% | Reduced |
| Integrated Investment Consultants, LLC | 27,488 | $788.6K | 0.25% | +5,493+25.0% | Added |
| Hartford Funds Management Co LLC | 27,501 | $789.0K | 0.08% | +3,626+15.2% | Added |