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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| Zuckerman Investment Group, LLC | 33,560 | $962.8K | 0.14% | −147,542−81.5% | Reduced |
| Optas, LLC | 33,578 | $963.4K | 0.32% | −876−2.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 33,843 | $970.9K | 0.23% | −4,065−10.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,994 | $975.3K | 0.16% | −2,407−6.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 34,004 | $975.6K | 0.59% | −1,167−3.3% | Reduced |
| MCF Advisors LLC | 34,101 | $978.4K | 0.09% | +3,202+10.4% | Added |
| Aspen Investment Management Inc | 34,181 | $981.0K | 0.58% | +20+0.1% | Added |
| Court Place Advisors, LLC | 34,236 | $982.2K | 0.34% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 34,253 | $982.7K | 1.24% | −100−0.3% | Reduced |
| Vident Investment Advisory, LLC | 34,325 | $985.7K | 0.03% | −95,282−73.5% | Reduced |
| Woodward Diversified Capital, LLC | 34,379 | $986.3K | 0.74% | −616−1.8% | Reduced |
| Continental Advisors LLC | 34,438 | $988.0K | 0.87% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 34,614 | $993.1K | 0.13% | −4,871−12.3% | Reduced |
| Pasadena Private Wealth, LLC | 34,797 | $998.3K | 0.28% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 31,684 | $999.0K | 0.46% | −6,552−17.1% | Reduced |
| Geneos Wealth Management Inc. | 34,869 | $1.00M | 0.05% | +714+2.1% | Added |
| TLWM | 34,905 | $1.00M | 0.29% | +11,151+46.9% | Added |
| Orion Capital Management LLC | 35,069 | $1.01M | 0.66% | +89+0.3% | Added |
| Qsemble Capital Management, LP | 35,100 | $1.01M | 0.71% | +9,000+34.5% | Added |
| Colonial Trust Advisors | 35,115 | $1.01M | 0.11% | −13,637−28.0% | Reduced |
| West Branch Capital LLC | 35,125 | $1.01M | 0.50% | −2,154−5.8% | Reduced |
| SignalPoint Asset Management, LLC | 35,226 | $1.01M | 0.31% | −99−0.3% | Reduced |
| Wealth Management Associates, Inc. | 35,489 | $1.02M | 0.58% | −945−2.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 35,502 | $1.02M | 0.64% | −39−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 35,577 | $1.02M | 0.51% | −23,831−40.1% | Reduced |
| US Asset Management LLC | 35,619 | $1.02M | 1.08% | −1,535−4.1% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $1.02M | 0.84% | −6,000−14.4% | Reduced |
| Centaurus Financial, Inc. | 35,810 | $1.03M | 0.09% | −51,641−59.1% | Reduced |
| David Loasby | 36,381 | $1.03M | 0.11% | −627−1.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 35,917 | $1.03M | 0.79% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 35,998 | $1.03M | 0.43% | −150−0.4% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.03M | 0.21% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 36,005 | $1.03M | 0.05% | −140.0% | Reduced |
| PFG Advisors | 36,186 | $1.04M | 0.08% | +4,787+15.2% | Added |
| Eisler Capital (US) LLC | 36,203 | $1.04M | 0.57% | +36,203 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.04M | 0.31% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 36,296 | $1.04M | 0.69% | +3,002+9.0% | Added |
| CWA Asset Management Group, LLC | 36,340 | $1.04M | 0.07% | +390+1.1% | Added |
| Clear Harbor Asset Management, LLC | 36,401 | $1.04M | 0.10% | −1,906−5.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,518 | $1.05M | 0.69% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 36,601 | $1.05M | 0.10% | −400−1.1% | Reduced |
| Coppell Advisory Solutions LLC | 36,917 | $1.06M | 0.31% | +5,003+15.7% | Added |
| Nicholas Hoffman & Company, LLC. | 36,954 | $1.06M | 0.04% | −638−1.7% | Reduced |
| Parisi Gray Wealth Management | 37,151 | $1.06M | 0.49% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 37,069 | $1.06M | 0.23% | −27,300−42.4% | Reduced |
| Connecticut Wealth Management, LLC | 37,090 | $1.06M | 0.07% | +4,431+13.6% | Added |
| NorthRock Partners, LLC | 37,153 | $1.07M | 0.12% | −130.0% | Reduced |
| Daymark Wealth Partners, LLC | 37,172 | $1.07M | 0.08% | +9,300+33.4% | Added |
| Burney Co | 37,292 | $1.07M | 0.05% | −512−1.4% | Reduced |
| Ogorek Anthony Joseph | 37,330 | $1.07M | 0.41% | −22,774−37.9% | Reduced |
| Sutton Wealth Advisors Inc. | 37,364 | $1.07M | 0.52% | −4,084−9.9% | Reduced |
| Pegasus Partners Ltd. | 37,391 | $1.07M | 0.16% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 37,526 | $1.08M | 0.11% | +1,357+3.8% | Added |
| Rehmann Capital Advisory Group | 37,526 | $1.08M | 0.10% | +246+0.7% | Added |
| Ballast, Inc. | 37,591 | $1.08M | 0.41% | +3,168+9.2% | Added |
| Biltmore Family Office, LLC | 37,613 | $1.08M | 0.23% | −1,366−3.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 37,659 | $1.08M | 0.31% | −297−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 37,712 | $1.08M | 0.23% | −694−1.8% | Reduced |
| Dorchester Wealth Management Co | 37,763 | $1.08M | 0.22% | +4,200+12.5% | Added |
| Curated Wealth Partners LLC | 37,765 | $1.08M | 0.21% | −846−2.2% | Reduced |
| M&R Capital Management Inc | 37,838 | $1.09M | 0.28% | +193+0.5% | Added |
| Kiley Juergens Wealth Management, LLC | 37,858 | $1.09M | 0.37% | +134+0.4% | Added |
| True North Advisors, LLC | 37,860 | $1.09M | 0.31% | −55,896−59.6% | Reduced |
| Schulhoff & Co Inc | 37,907 | $1.09M | 0.51% | +404+1.1% | Added |
| Millennium Capital Advisors, LLC | 37,951 | $1.09M | 0.90% | +272+0.7% | Added |
| IFG Advisory, LLC | 37,966 | $1.09M | 0.10% | +678+1.8% | Added |
| Howard Capital Management Inc. | 38,000 | $1.09M | 0.15% | −3,935−9.4% | Reduced |
| Stony Point Wealth Management Inc. | 38,140 | $1.09M | 0.55% | −7,717−16.8% | Reduced |
| Thomas White International Ltd | 38,252 | $1.10M | 0.23% | −779−2.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 38,407 | $1.10M | 0.04% | +38,407 | New |
| Ropes Wealth Advisors LLC | 38,410 | $1.10M | 0.18% | +2,629+7.3% | Added |
| Mosaic Family Wealth Partners, LLC | 38,473 | $1.10M | 0.22% | −60.0% | Reduced |
| Coastwise Capital Group, LLC | 38,749 | $1.11M | 1.26% | +2,636+7.3% | Added |
| Change Path, LLC | 38,802 | $1.11M | 0.05% | +3,407+9.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38,865 | $1.12M | 0.01% | −907−2.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 38,986 | $1.12M | 0.72% | +15,813+68.2% | Added |
| Pinnacle Holdings, LLC | 39,020 | $1.12M | 0.50% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 39,049 | $1.12M | 0.30% | +107+0.3% | Added |
| Mitchell Sinkler & Starr | 39,255 | $1.13M | 0.32% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 39,310 | $1.13M | 0.31% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 39,504 | $1.13M | 0.10% | +3,653+10.2% | Added |
| Cowa, LLC | 39,514 | $1.13M | 0.75% | +466+1.2% | Added |
| Community Bank & Trust, Waco, Texas | 39,598 | $1.14M | 0.34% | −415−1.0% | Reduced |
| Prudent Man Advisors, LLC | 39,681 | $1.14M | 0.43% | −476−1.2% | Reduced |
| Mathes Company, Inc. | 39,700 | $1.14M | 0.50% | +39,700 | New |
| Wrapmanager Inc | 39,718 | $1.14M | 0.35% | +7,101+21.8% | Added |
| Girard Partners Ltd. | 39,757 | $1.14M | 0.12% | −11,820−22.9% | Reduced |
| Coastal Bridge Advisors, LLC | 39,776 | $1.14M | 0.28% | −171−0.4% | Reduced |
| Barbara Oil Co. | 40,000 | $1.15M | 0.53% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 40,196 | $1.15M | 0.26% | 00.0% | Unchanged |
| Hikari Power Ltd | 40,240 | $1.15M | 0.11% | −2,200−5.2% | Reduced |
| Worth Venture Partners, LLC | 40,273 | $1.16M | 0.63% | +9,386+30.4% | Added |
| Paragon Capital Management LLC | 40,352 | $1.16M | 0.66% | −419−1.0% | Reduced |
| Select Asset Management & Trust | 40,367 | $1.16M | 0.71% | −2,381−5.6% | Reduced |
| Annandale Capital, LLC | 40,359 | $1.16M | 0.34% | +1,802+4.7% | Added |
| Sargent Investment Group, LLC | 40,399 | $1.16M | 0.28% | +4,594+12.8% | Added |
| Manchester Capital Management LLC | 40,433 | $1.16M | 0.16% | +271+0.7% | Added |
| SageView Advisory Group, LLC | 40,642 | $1.17M | 0.06% | −7,360−15.3% | Reduced |
| Sterling Investment Management, Inc. | 40,902 | $1.17M | 0.93% | −543−1.3% | Reduced |
| Grand Jean Capital Management Inc | 40,982 | $1.18M | 0.40% | +80.0% | Added |