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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 49,507 | $1.42M | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 49,692 | $1.43M | 0.11% | +3,838+8.4% | Added |
| Prosperity Consulting Group, LLC | 49,895 | $1.43M | 0.88% | −1,413−2.8% | Reduced |
| Longfellow Investment Management Co LLC | 49,992 | $1.43M | 0.33% | +8,318+20.0% | Added |
| AlphaStar Capital Management, LLC | 50,021 | $1.44M | 0.16% | +1,631+3.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 50,200 | $1.44M | 0.99% | +75+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 50,267 | $1.44M | 0.42% | +2,016+4.2% | Added |
| Investment Advisory Services Inc | 50,362 | $1.44M | 0.61% | +2,930+6.2% | Added |
| Symmetry Partners, LLC | 50,372 | $1.45M | 0.08% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 50,390 | $1.45M | 1.13% | +3,799+8.2% | Added |
| Clarkston Capital Partners, LLC | 50,600 | $1.45M | 0.03% | −110−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 50,613 | $1.45M | 0.12% | −1,560−3.0% | Reduced |
| Edgestream Partners, L.P. | 50,886 | $1.46M | 0.13% | +50,886 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 50,109 | $1.46M | 0.30% | +1,334+2.7% | Added |
| Sierra Capital LLC | 51,045 | $1.46M | 0.23% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 51,052 | $1.46M | 0.85% | +114+0.2% | Added |
| Schechter Investment Advisors, LLC | 51,161 | $1.47M | 0.13% | −5,984−10.5% | Reduced |
| Mayflower Financial Advisors, LLC | 302,555 | $1.47M | 0.19% | −12,115−3.9% | Reduced |
| Shufro Rose & Co LLC | 51,309 | $1.47M | 0.13% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 51,370 | $1.47M | 0.68% | 00.0% | Unchanged |
| NTV Asset Management LLC | 51,439 | $1.48M | 0.26% | −8,160−13.7% | Reduced |
| Pentwater Capital Management LP | 51,487 | $1.48M | 0.02% | −13,513−20.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 51,500 | $1.48M | 0.82% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 51,605 | $1.48M | 0.14% | −101,535−66.3% | Reduced |
| MTM Investment Management, LLC | 51,615 | $1.48M | 0.72% | −249−0.5% | Reduced |
| Buckley Wealth Management, LLC | 51,632 | $1.48M | 0.50% | +13,594+35.7% | Added |
| Regal Investment Advisors LLC | 51,712 | $1.48M | 0.12% | −358−0.7% | Reduced |
| Prairiewood Capital, LLC | 51,898 | $1.49M | 1.00% | +70+0.1% | Added |
| Summit Financial, LLC | 52,050 | $1.49M | 0.11% | +22,571+76.6% | Added |
| Earnest Partners LLC | 52,154 | $1.50M | 0.01% | −3,558−6.4% | Reduced |
| V Wealth Advisors LLC | 52,198 | $1.50M | 0.26% | −1,707−3.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 51,653 | $1.50M | 0.61% | +110.0% | Added |
| Evergreen Wealth Management, LLC | 52,297 | $1.50M | 1.18% | +11,465+28.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 52,425 | $1.50M | 1.51% | +212+0.4% | Added |
| Penserra Capital Management LLC | 52,706 | $1.51M | 0.03% | +46,604+763.7% | Added |
| Stratos Wealth Advisors, LLC | 52,819 | $1.52M | 0.11% | −521−1.0% | Reduced |
| FDx Advisors, Inc. | 53,068 | $1.52M | 0.08% | −105,647−66.6% | Reduced |
| Busey Wealth Management | 53,175 | $1.53M | 0.06% | −4,958−8.5% | Reduced |
| Capital Advisors Inc | 53,260 | $1.53M | 0.04% | −1,998−3.6% | Reduced |
| Investors Asset Management of Georgia Inc | 53,343 | $1.53M | 0.79% | +350+0.7% | Added |
| PFG Investments, LLC | 53,455 | $1.53M | 0.27% | +10,906+25.6% | Added |
| Charles Carroll Financial Partners, LLC | 53,489 | $1.53M | 1.96% | −46,426−46.5% | Reduced |
| Koshinski Asset Management, Inc. | 53,683 | $1.54M | 0.17% | −17,230−24.3% | Reduced |
| Westpac Banking Corp | 53,685 | $1.54M | 0.11% | −1,142,768−95.5% | Reduced |
| Mission Wealth Management, LP | 53,690 | $1.54M | 0.06% | +8,806+19.6% | Added |
| Lake Street Advisors Group, LLC | 53,753 | $1.54M | 0.09% | −911−1.7% | Reduced |
| Beacon Financial Group | 54,196 | $1.55M | 0.21% | −1,676−3.0% | Reduced |
| HCR Wealth Advisors | 54,326 | $1.56M | 0.29% | −28−0.1% | Reduced |
| Duncker Streett & Co Inc | 54,354 | $1.56M | 0.35% | −386−0.7% | Reduced |
| Headlands Technologies LLC | 54,376 | $1.56M | 0.50% | +54,376 | New |
| Quantamental Technologies LLC | 54,383 | $1.56M | 0.65% | +54,383 | New |
| Family Legacy, Inc. | 54,396 | $1.56M | 0.63% | +220.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 54,399 | $1.56M | 0.29% | +9,218+20.4% | Added |
| Coastal Investment Advisors, Inc. | 54,429 | $1.56M | 0.34% | −2,345−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 54,599 | $1.57M | 0.07% | −4,090−7.0% | Reduced |
| First Horizon Advisors, Inc. | 54,659 | $1.57M | 0.05% | −146−0.3% | Reduced |
| Advisory Research Inc | 54,678 | $1.57M | 0.20% | −5,014−8.4% | Reduced |
| Mendel Money Management | 54,866 | $1.57M | 0.81% | −300−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 54,959 | $1.58M | 0.21% | +54,959 | New |
| Buckingham Strategic Partners | 54,963 | $1.58M | 0.09% | +10,535+23.7% | Added |
| Sabal Trust CO | 55,151 | $1.58M | 0.10% | +55,151 | New |
| GM Advisory Group, Inc. | 55,190 | $1.58M | 0.13% | −12,400−18.3% | Reduced |
| Virtu Financial LLC | 55,266 | $1.59M | 0.12% | +55,266 | New |
| Greytown Advisors Inc. | 55,354 | $1.59M | 0.86% | +135+0.2% | Added |
| Tempus Wealth Planning, LLC | 55,528 | $1.59M | 0.72% | −160.0% | Reduced |
| Lake Street Financial LLC | 55,586 | $1.59M | 0.28% | −267−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 54,900 | $1.60M | 0.11% | +2,383+4.5% | Added |
| First Business Financial Services, Inc. | 55,705 | $1.60M | 0.20% | +357+0.6% | Added |
| Carson Advisory Inc. | 55,822 | $1.60M | 1.35% | −668−1.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 55,941 | $1.60M | 0.23% | +2,570+4.8% | Added |
| Newman Dignan & Sheerar, Inc. | 55,956 | $1.61M | 0.50% | +237+0.4% | Added |
| Claro Advisors LLC | 55,969 | $1.61M | 0.40% | −163−0.3% | Reduced |
| Granite Harbor Advisors, Inc. | 56,139 | $1.61M | 1.25% | +10,302+22.5% | Added |
| Smith Shellnut Wilson LLC | 56,220 | $1.61M | 0.91% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 56,249 | $1.61M | 0.40% | +4,912+9.6% | Added |
| Kennedy Investment Group | 56,288 | $1.61M | 0.95% | −887−1.6% | Reduced |
| Abacus Planning Group, Inc. | 56,371 | $1.62M | 0.39% | −697−1.2% | Reduced |
| Poehling Capital Management, LLC | 56,396 | $1.62M | 0.55% | −1,317−2.3% | Reduced |
| Washington Trust Bank | 56,452 | $1.62M | 0.17% | −262,990−82.3% | Reduced |
| Naviter Wealth, LLC | 56,541 | $1.62M | 0.41% | +10,606+23.1% | Added |
| Chicago Partners Investment Group LLC | 52,072 | $1.62M | 0.08% | −14,836−22.2% | Reduced |
| Cornerstone Wealth Management, LLC | 56,994 | $1.64M | 0.15% | +18,528+48.2% | Added |
| Quadrant Capital Group LLC | 57,060 | $1.64M | 0.16% | −2,112−3.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 57,691 | $1.66M | 1.44% | +14,240+32.8% | Added |
| D L Carlson Investment Group Inc | 57,813 | $1.66M | 0.32% | −71,651−55.3% | Reduced |
| RFG Advisory, LLC | 57,848 | $1.66M | 0.07% | +8,868+18.1% | Added |
| LJI Wealth Management, LLC | 57,867 | $1.66M | 0.48% | −2,794−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 57,911 | $1.66M | 0.72% | −3,084−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 57,993 | $1.66M | 0.22% | +3,577+6.6% | Added |
| Am Investment Strategies LLC | 58,000 | $1.66M | 0.52% | +785+1.4% | Added |
| Clearstead Advisors, LLC | 58,015 | $1.66M | 0.10% | +328+0.6% | Added |
| Columbia Trust Co 01012016 | 58,086 | $1.67M | 0.94% | +2,647+4.8% | Added |
| Souders Financial Advisors | 58,148 | $1.67M | 0.32% | +3,193+5.8% | Added |
| Ionic Capital Management LLC | 58,534 | $1.68M | 0.68% | +3,459+6.3% | Added |
| Thomasville National Bank | 58,725 | $1.68M | 0.16% | −872−1.5% | Reduced |
| Vision Capital Management, Inc. | 58,813 | $1.69M | 0.29% | +112+0.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 58,854 | $1.69M | 0.08% | +1,276+2.2% | Added |
| Retirement Planning Co of New England, Inc. | 58,863 | $1.69M | 0.97% | +95+0.2% | Added |
| Hudson Canyon Capital Management | 58,876 | $1.69M | 1.33% | +2,146+3.8% | Added |
| FineMark National Bank & Trust | 58,890 | $1.69M | 0.07% | +3,974+7.2% | Added |