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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 27,537 | $790.0K | 0.08% | −28,697−51.0% | Reduced |
| SPC Financial, Inc. | 27,648 | $793.2K | 0.09% | +3,341+13.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,673 | $793.9K | 0.01% | −4,334−13.5% | Reduced |
| Cypress Capital Group | 27,804 | $797.7K | 0.12% | −1,581−5.4% | Reduced |
| Garner Asset Management Corp | 27,980 | $803.0K | 0.47% | −11,329−28.8% | Reduced |
| Bryn Mawr Trust Co | 28,125 | $807.0K | 0.03% | +222+0.8% | Added |
| Buckhead Capital Management LLC | 28,158 | $807.8K | 0.19% | −44−0.2% | Reduced |
| Mairs & Power Inc | 28,183 | $808.6K | 0.01% | +3,500+14.2% | Added |
| Horizon Wealth Management, LLC | 28,347 | $813.3K | 0.32% | +318+1.1% | Added |
| Samalin Investment Counsel, LLC | 28,428 | $815.6K | 0.44% | −5,836−17.0% | Reduced |
| Wealth Architects, LLC | 28,505 | $817.8K | 0.13% | −49−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 28,581 | $820.0K | 0.04% | −1,576−5.2% | Reduced |
| Winthrop Advisory Group LLC | 28,604 | $820.7K | 0.13% | −287−1.0% | Reduced |
| Monterey Private Wealth, Inc. | 28,620 | $821.1K | 0.40% | −60−0.2% | Reduced |
| Pitti Group Wealth Management, LLC | 28,642 | $821.7K | 0.92% | +10,100+54.5% | Added |
| Shepherd Financial Partners LLC | 28,728 | $824.2K | 0.13% | +1,105+4.0% | Added |
| Quent Capital, LLC | 28,747 | $824.8K | 0.13% | +377+1.3% | Added |
| Lowe Brockenbrough & Co Inc | 28,814 | $826.7K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 28,836 | $827.3K | 0.04% | +1,149+4.1% | Added |
| Accurate Wealth Management, LLC | 28,393 | $828.3K | 0.26% | +5,571+24.4% | Added |
| Corundum Group, Inc. | 28,924 | $829.8K | 0.41% | −8,663−23.0% | Reduced |
| Tyler-Stone Wealth Management | 28,949 | $831.0K | 0.47% | +28,949 | New |
| Kovack Advisors, Inc. | 28,981 | $831.5K | 0.11% | −935−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 28,993 | $831.8K | 0.17% | +1,261+4.5% | Added |
| Physicians Financial Services, Inc. | 29,051 | $833.0K | 0.33% | −1,235−4.1% | Reduced |
| Grey Street Capital, LLC | 29,055 | $833.6K | 0.44% | +20,780+251.1% | Added |
| Legacy Financial Advisors, Inc. | 29,076 | $834.2K | 0.16% | +6,027+26.1% | Added |
| Ullmann Financial Group, Inc. | 29,189 | $837.4K | 0.17% | −81−0.3% | Reduced |
| Covenant Asset Management, LLC | 29,357 | $842.2K | 0.25% | +307+1.1% | Added |
| Denali Advisors LLC | 29,400 | $843.5K | 0.30% | +4,400+17.6% | Added |
| Evoke Wealth, LLC | 29,469 | $845.5K | 0.03% | +1,130+4.0% | Added |
| Miramar Capital, LLC | 29,499 | $846.3K | 0.21% | +3,627+14.0% | Added |
| Clough Capital Partners L P | 29,500 | $846.4K | 0.09% | −287,240−90.7% | Reduced |
| Next Level Private LLC | 29,565 | $847.3K | 0.55% | +5,478+22.7% | Added |
| Sterling Investment Counsel, LLC | 29,778 | $854.3K | 0.46% | −293−1.0% | Reduced |
| GFG Capital, LLC | 29,878 | $857.2K | 0.16% | −41−0.1% | Reduced |
| S.A. Mason LLC | 30,044 | $859.3K | 0.62% | 00.0% | Unchanged |
| Centiva Capital, LP | 30,003 | $860.8K | 0.04% | −19,330−39.2% | Reduced |
| Canal Insurance CO | 30,000 | $861.0K | 0.24% | 00.0% | Unchanged |
| McLean Asset Management Corp | 30,112 | $863.9K | 0.34% | −177−0.6% | Reduced |
| Horrell Capital Management, Inc. | 30,208 | $867.0K | 0.27% | +29,518+4,278.0% | Added |
| Benedict Financial Advisors Inc | 30,287 | $868.9K | 0.24% | −317−1.0% | Reduced |
| Montchanin Asset Management, LLC | 30,320 | $870.0K | 0.99% | −1,050−3.3% | Reduced |
| Union Savings Bank | 27,193 | $870.2K | 0.52% | +27,193 | New |
| Cubic Asset Management, LLC | 30,371 | $871.3K | 0.23% | −366−1.2% | Reduced |
| NCM Capital Management, LLC | 30,429 | $873.0K | 0.61% | −276−0.9% | Reduced |
| Wealth Effects LLC | 30,586 | $877.5K | 0.39% | −709−2.3% | Reduced |
| Welch Group, LLC | 30,658 | $879.6K | 0.05% | −2,499−7.5% | Reduced |
| Kidder Stephen W | 30,675 | $880.1K | 0.29% | −90−0.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 30,676 | $880.1K | 0.02% | −387−1.2% | Reduced |
| Washington Capital Management Inc | 30,685 | $880.4K | 0.75% | 00.0% | Unchanged |
| IMS Capital Management | 30,791 | $883.4K | 0.49% | +12,802+71.2% | Added |
| First PREMIER Bank | 30,847 | $885.0K | 0.25% | +1,085+3.6% | Added |
| Centennial Bank | 30,913 | $886.9K | 0.60% | −3,517−10.2% | Reduced |
| MSD Partners, L.P. | 30,916 | $887.0K | 0.08% | 00.0% | Unchanged |
| Stableford Capital II LLC | 28,736 | $889.1K | 0.39% | +28,736 | New |
| Loomis Sayles & Co L P | 31,031 | $890.0K | 0.00% | +27,912+894.9% | Added |
| Good Life Advisors, LLC | 31,048 | $890.8K | 0.10% | −1,613−4.9% | Reduced |
| Black Maple Capital Management LP | 31,100 | $892.3K | 1.04% | +23,100+288.8% | Added |
| BLB&B Advisors, LLC | 31,196 | $895.0K | 0.06% | −969−3.0% | Reduced |
| Paragon Financial Partners, Inc. | 31,225 | $895.8K | 0.85% | −340−1.1% | Reduced |
| Mark Asset Management LP | 31,400 | $900.9K | 0.16% | −139,200−81.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,414 | $901.3K | 0.03% | −9,356−22.9% | Reduced |
| Oder Investment Management, LLC | 31,463 | $902.7K | 0.99% | +2,293+7.9% | Added |
| Wambolt & Associates, LLC | 31,468 | $902.8K | 0.32% | −171−0.5% | Reduced |
| Waycross Partners, LLC | 31,500 | $903.7K | 0.20% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 31,709 | $904.6K | 0.12% | −51,093−61.7% | Reduced |
| Tobam | 31,534 | $905.0K | 0.07% | −1,181−3.6% | Reduced |
| Private Capital Management, LLC | 31,656 | $908.2K | 0.11% | +8,141+34.6% | Added |
| Maven Securities LTD | 31,698 | $909.4K | 0.13% | +24,074+315.8% | Added |
| Apriem Advisors | 31,809 | $912.6K | 0.14% | −895−2.7% | Reduced |
| ML & R Wealth Management LLC | 32,057 | $919.7K | 0.20% | +32,057 | New |
| Fidelis Capital Partners, LLC | 32,069 | $920.1K | 0.34% | +5,286+19.7% | Added |
| Alpha Omega Wealth Management LLC | 32,095 | $920.8K | 0.16% | +43+0.1% | Added |
| FinTrust Capital Advisors, LLC | 27,928 | $925.0K | 0.22% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 32,269 | $925.8K | 0.11% | +32,269 | New |
| Aurora Private Wealth, Inc. | 32,335 | $928.0K | 1.06% | −129−0.4% | Reduced |
| Boothbay Fund Management, LLC | 32,424 | $930.2K | 0.03% | −8,177−20.1% | Reduced |
| Chesapeake Wealth Management | 32,472 | $931.6K | 0.37% | +2,865+9.7% | Added |
| Kahn Brothers Group Inc | 32,481 | $932.3K | 0.14% | −7,258−18.3% | Reduced |
| Full Sail Capital, LLC | 32,528 | $933.2K | 0.08% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 32,546 | $933.7K | 0.07% | +32,546 | New |
| Founders Financial Alliance, LLC | 32,646 | $936.6K | 0.37% | +1,465+4.7% | Added |
| Haverford Trust Co | 32,658 | $937.0K | 0.01% | −7,298−18.3% | Reduced |
| First National Bank Sioux Falls | 32,683 | $937.7K | 0.60% | 00.0% | Unchanged |
| Krilogy Financial LLC | 32,720 | $938.7K | 0.08% | −7,658−19.0% | Reduced |
| First Wilshire Securities Management Inc | 32,792 | $941.0K | 0.32% | +5,400+19.7% | Added |
| Proffitt & Goodson Inc | 32,856 | $942.6K | 0.19% | +442+1.4% | Added |
| Perpetual Ltd | 32,914 | $944.3K | 0.01% | +3,314+11.2% | Added |
| Ramiah Investment Group | 32,919 | $944.4K | 0.92% | +32,919 | New |
| Financial Advocates Investment Management | 33,070 | $948.8K | 0.07% | +4,106+14.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 33,181 | $949.0K | 0.48% | −25,169−43.1% | Reduced |
| CX Institutional | 33,134 | $950.6K | 0.05% | +19,290+139.3% | Added |
| ISAM Funds (UK) Ltd | 33,193 | $952.3K | 0.85% | +33,193 | New |
| Alps Advisors Inc | 33,207 | $952.7K | 0.01% | −1,306−3.8% | Reduced |
| RMB Capital Management, LLC | 33,251 | $954.0K | 0.03% | −4,752−12.5% | Reduced |
| Financial Architects, Inc | 33,349 | $956.8K | 0.14% | −2,648−7.4% | Reduced |
| Rosenbaum Jay D. | 33,440 | $959.4K | 1.54% | +770+2.4% | Added |
| Proficio Capital Partners LLC | 33,510 | $961.4K | 0.13% | −2,655−7.3% | Reduced |
| Highlander Capital Management, LLC | 33,544 | $962.0K | 0.45% | +3,200+10.5% | Added |