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 |
|---|---|---|---|---|---|
| Greenfield Savings Bank | 41,013 | $1.18M | 0.80% | +620+1.5% | Added |
| Leonteq Securities AG | 41,023 | $1.18M | 0.12% | −1,413,722−97.2% | Reduced |
| TCW Group Inc | 41,077 | $1.18M | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 41,248 | $1.18M | 0.20% | +5,408+15.1% | Added |
| Meridian Wealth Management, LLC | 41,307 | $1.19M | 0.10% | +211+0.5% | Added |
| Strategic Advisors LLC | 41,329 | $1.19M | 0.23% | −1,055−2.5% | Reduced |
| Threadgill Financial, LLC | 42,812 | $1.19M | 1.36% | +150.0% | Added |
| Burke & Herbert Bank & Trust Co | 41,490 | $1.19M | 0.81% | −2,611−5.9% | Reduced |
| Sepio Capital, LP | 41,492 | $1.19M | 0.10% | −11,596−21.8% | Reduced |
| Proequities, Inc. | 41,601 | $1.19M | 0.09% | −16,626−28.6% | Reduced |
| IMA Wealth, Inc. | 41,680 | $1.20M | 0.31% | −206−0.5% | Reduced |
| SkyOak Wealth, LLC | 41,707 | $1.20M | 0.34% | −5,202−11.1% | Reduced |
| Americana Partners, LLC | 41,851 | $1.20M | 0.15% | −33,866−44.7% | Reduced |
| Legacy Advisors, LLC | 42,018 | $1.21M | 0.18% | +838+2.0% | Added |
| Dohj, LLC | 42,038 | $1.21M | 0.52% | +3,972+10.4% | Added |
| TrinityPoint Wealth, LLC | 42,139 | $1.21M | 0.24% | −1,994−4.5% | Reduced |
| E&G Advisors, LP | 42,147 | $1.21M | 0.42% | +180+0.4% | Added |
| Intellectus Partners, LLC | 42,176 | $1.21M | 0.36% | +1,928+4.8% | Added |
| Boston Trust Walden Corp | 42,191 | $1.21M | 0.01% | +8,074+23.7% | Added |
| Bouchey Financial Group Ltd | 42,213 | $1.21M | 0.15% | +706+1.7% | Added |
| Edge Wealth Management LLC | 42,267 | $1.21M | 0.26% | +1,387+3.4% | Added |
| Mechanics Bank Trust Department | 42,294 | $1.21M | 0.19% | −937−2.2% | Reduced |
| McIlrath & Eck, LLC | 42,367 | $1.22M | 0.25% | +1,673+4.1% | Added |
| Fukoku Mutual Life Insurance Co | 42,410 | $1.22M | 0.11% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 42,605 | $1.22M | 0.70% | +40.0% | Added |
| Strategic Investment Advisors | 42,641 | $1.22M | 0.17% | −3,789−8.2% | Reduced |
| Concord Wealth Partners | 42,763 | $1.23M | 0.26% | +20,903+95.6% | Added |
| Aire Advisors, LLC | 42,777 | $1.23M | 0.32% | +639+1.5% | Added |
| Benedetti & Gucer, Inc. | 42,810 | $1.23M | 0.63% | +22,905+115.1% | Added |
| Augustine Asset Management Inc | 42,809 | $1.23M | 0.57% | +100+0.2% | Added |
| Marcum Wealth, LLC | 42,843 | $1.23M | 0.14% | +4,809+12.6% | Added |
| Boyd Watterson Asset Management LLC | 43,112 | $1.24M | 0.49% | +28+0.1% | Added |
| Aspiriant, LLC | 43,265 | $1.24M | 0.06% | +1,352+3.2% | Added |
| Sweeney & Michel, LLC | 39,838 | $1.25M | 0.64% | +183+0.5% | Added |
| Columbia Asset Management | 43,442 | $1.25M | 0.27% | −120.0% | Reduced |
| RB Capital Management, LLC | 43,463 | $1.25M | 0.38% | −886−2.0% | Reduced |
| Parkside Investments, LLC | 43,500 | $1.25M | 0.23% | +5,000+13.0% | Added |
| Palogic Value Management, L.P. | 43,570 | $1.25M | 0.59% | +1,188+2.8% | Added |
| Guardian Wealth Advisors, LLC | 43,655 | $1.25M | 0.21% | +201+0.5% | Added |
| Choate Investment Advisors | 43,722 | $1.25M | 0.05% | −1,141−2.5% | Reduced |
| Schear Investment Advisers, LLC | 43,847 | $1.26M | 1.33% | +5,647+14.8% | Added |
| Stoneridge Investment Partners LLC | 43,904 | $1.26M | 0.55% | +5,084+13.1% | Added |
| White Pine Capital LLC | 44,030 | $1.26M | 0.47% | −580−1.3% | Reduced |
| Front Street Capital Management, Inc. | 44,081 | $1.26M | 0.27% | −85,434−66.0% | Reduced |
| One River Asset Management, LLC | 44,161 | $1.27M | 1.01% | −186,302−80.8% | Reduced |
| EverSource Wealth Advisors, LLC | 44,184 | $1.27M | 0.14% | +20,517+86.7% | Added |
| Magnus Financial Group LLC | 44,304 | $1.27M | 0.18% | +239+0.5% | Added |
| Sovereign Financial Group, Inc. | 44,310 | $1.27M | 0.41% | +886+2.0% | Added |
| Quantitative Investment Management, LLC | 44,362 | $1.27M | 0.12% | +44,362 | New |
| Adell Harriman & Carpenter Inc | 43,581 | $1.27M | 0.13% | +1,946+4.7% | Added |
| Falcon Wealth Planning | 44,406 | $1.27M | 0.28% | +850+2.0% | Added |
| Register Financial Advisors LLC | 44,443 | $1.28M | 0.91% | +877+2.0% | Added |
| Laidlaw Wealth Management LLC | 44,508 | $1.28M | 0.25% | +4,107+10.2% | Added |
| Herold Advisors, Inc. | 44,632 | $1.28M | 0.39% | −300−0.7% | Reduced |
| Royal Fund Management, LLC | 44,694 | $1.28M | 0.18% | +7,342+19.7% | Added |
| CRA Financial Services, LLC | 45,054 | $1.29M | 0.35% | +4,346+10.7% | Added |
| Westover Capital Advisors, LLC | 45,056 | $1.29M | 0.45% | −4,761−9.6% | Reduced |
| Oarsman Capital, Inc. | 45,275 | $1.30M | 0.57% | −1,101−2.4% | Reduced |
| Arkadios Wealth Advisors | 45,376 | $1.30M | 0.15% | +4,231+10.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 41,638 | $1.30M | 0.57% | +151+0.4% | Added |
| Bragg Financial Advisors, Inc | 45,477 | $1.30M | 0.07% | +5,218+13.0% | Added |
| Deltec Asset Management LLC | 45,500 | $1.31M | 0.29% | −32,000−41.3% | Reduced |
| City Holding Co | 45,517 | $1.31M | 0.22% | −94−0.2% | Reduced |
| Wedmont Private Capital | 44,961 | $1.31M | 0.14% | +6,848+18.0% | Added |
| Key Client Fiduciary Advisors, LLC | 45,834 | $1.31M | 0.77% | +2,361+5.4% | Added |
| NVWM, LLC | 45,859 | $1.32M | 0.43% | +3,793+9.0% | Added |
| Algert Global LLC | 45,901 | $1.32M | 0.06% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 45,943 | $1.32M | 0.58% | +903+2.0% | Added |
| Waldron Private Wealth LLC | 45,999 | $1.32M | 0.07% | −10,712−18.9% | Reduced |
| Wealthsource Partners, LLC | 46,031 | $1.32M | 0.09% | +4,423+10.6% | Added |
| Hilltop Holdings Inc. | 46,449 | $1.33M | 0.16% | +24,624+112.8% | Added |
| Buffington Mohr McNeal | 46,569 | $1.34M | 0.29% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 46,683 | $1.34M | 0.04% | −4,501−8.8% | Reduced |
| Excalibur Management Corp | 46,701 | $1.34M | 0.68% | +1,216+2.7% | Added |
| Westside Investment Management, Inc. | 46,601 | $1.34M | 0.38% | +700+1.5% | Added |
| Legacy Bridge, LLC | 46,810 | $1.34M | 0.90% | +400+0.9% | Added |
| Octavia Wealth Advisors, LLC | 47,124 | $1.35M | 0.27% | +2,511+5.6% | Added |
| Chapin Davis, Inc. | 47,150 | $1.35M | 0.64% | +3,642+8.4% | Added |
| Clifford Swan Investment Counsel LLC | 47,161 | $1.35M | 0.05% | −40.0% | Reduced |
| Chiron Capital Management, LLC | 47,262 | $1.36M | 1.07% | +25,065+112.9% | Added |
| Avitas Wealth Management LLC | 47,290 | $1.36M | 0.25% | −311−0.7% | Reduced |
| InTrack Investment Management Inc | 47,328 | $1.36M | 1.11% | −2,277−4.6% | Reduced |
| Vise Technologies, Inc. | 47,352 | $1.36M | 0.33% | +5,831+14.0% | Added |
| Parkside Financial Bank & Trust | 47,527 | $1.36M | 0.32% | +2,988+6.7% | Added |
| Etesian Wealth Advisors, Inc. | 47,606 | $1.37M | 0.89% | +1,214+2.6% | Added |
| Kingswood Wealth Advisors, LLC | 47,626 | $1.37M | 0.44% | +47,626 | New |
| Global Financial Private Client, LLC | 47,025 | $1.37M | 0.68% | +86+0.2% | Added |
| Portside Wealth Group, LLC | 47,863 | $1.37M | 0.26% | +47,863 | New |
| Exencial Wealth Advisors, LLC | 47,902 | $1.37M | 0.06% | −8,606−15.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 47,912 | $1.37M | 0.06% | +14,834+44.8% | Added |
| WBH Advisory Inc | 48,003 | $1.38M | 0.16% | −5,126−9.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 48,047 | $1.38M | 0.97% | −2,155−4.3% | Reduced |
| Probity Advisors, Inc. | 48,045 | $1.38M | 0.30% | +48,045 | New |
| Eisler Capital (UK) Ltd. | 48,131 | $1.38M | 0.15% | −1,768,658−97.4% | Reduced |
| Ethic Inc. | 48,414 | $1.39M | 0.05% | −6,081−11.2% | Reduced |
| Martin & Co Inc | 48,455 | $1.39M | 0.35% | −2,296−4.5% | Reduced |
| Smithfield Trust Co | 48,743 | $1.40M | 0.08% | −1,245−2.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,954 | $1.41M | 0.15% | +198+0.4% | Added |
| Sentry Investment Management LLC | 49,153 | $1.41M | 0.53% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 49,242 | $1.41M | 0.60% | −4,479−8.3% | Reduced |