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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 75,885 | $2.16M | 0.02% | +6,475+9.3% | Added |
| EFG Asset Management (Americas) Corp. | 75,482 | $2.17M | 0.50% | −30,056−28.5% | Reduced |
| Efg Capital International Corp. | 75,482 | $2.17M | 0.50% | +75,482 | New |
| Duff & Phelps Investment Management Co | 75,913 | $2.18M | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 75,992 | $2.18M | 0.44% | −308−0.4% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $2.19M | 0.27% | −76,472−50.1% | Reduced |
| Mach-1 Financial Group, Inc. | 76,497 | $2.19M | 0.88% | +70,910+1,269.2% | Added |
| Saber Capital Managment, LLC | 77,129 | $2.21M | 3.62% | −321−0.4% | Reduced |
| Cohen Lawrence B | 77,290 | $2.22M | 1.42% | −8,573−10.0% | Reduced |
| Snider Financial Group | 77,553 | $2.23M | 1.06% | +2,963+4.0% | Added |
| Eagle Capital Management LLC | 77,700 | $2.23M | 0.01% | +10,550+15.7% | Added |
| Cordatus Wealth Management LLC | 77,946 | $2.24M | 0.84% | +77,946 | New |
| Heritage Trust Co | 78,452 | $2.25M | 0.33% | +376+0.5% | Added |
| Brighton Jones LLC | 78,588 | $2.25M | 0.11% | +6,488+9.0% | Added |
| Peddock Capital Advisors, LLC | 78,767 | $2.26M | 0.74% | +1,212+1.6% | Added |
| Parcion Private Wealth LLC | 79,209 | $2.27M | 0.23% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 79,347 | $2.28M | 0.50% | −1,357−1.7% | Reduced |
| Brookstone Capital Management | 80,088 | $2.28M | 0.05% | −20,567−20.4% | Reduced |
| Alaska Permanent Fund Corp | 79,700 | $2.29M | 0.04% | +79,700 | New |
| Institute for Wealth Management, LLC. | 79,776 | $2.29M | 0.41% | +3,357+4.4% | Added |
| Comerica Securities,inc. | 79,777 | $2.29M | 0.16% | −4,328−5.1% | Reduced |
| Spire Wealth Management | 79,803 | $2.29M | 0.08% | −8,175−9.3% | Reduced |
| Avantax Planning Partners, Inc. | 79,917 | $2.29M | 0.09% | +2,483+3.2% | Added |
| Lakewood Asset Management LLC | 79,961 | $2.29M | 1.81% | −280−0.3% | Reduced |
| Hiddenite Capital Partners LP | 80,000 | $2.30M | 2.95% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 72,775 | $2.31M | 1.10% | −986−1.3% | Reduced |
| ARGA Investment Management, LP | 80,434 | $2.31M | 0.08% | −30,699−27.6% | Reduced |
| Strategic Global Advisors, LLC | 80,563 | $2.31M | 0.36% | −114,830−58.8% | Reduced |
| Empire Financial Management Company, LLC | 80,633 | $2.31M | 0.92% | 00.0% | Unchanged |
| Duality Advisers, LP | 80,720 | $2.32M | 0.29% | −23,585−22.6% | Reduced |
| Brookmont Capital Management | 81,112 | $2.33M | 1.40% | +90+0.1% | Added |
| Woodard & Co Asset Management Group Inc | 81,381 | $2.33M | 0.77% | +16,954+26.3% | Added |
| Western Wealth Management, LLC | 81,572 | $2.34M | 0.20% | −4,186−4.9% | Reduced |
| Coldstream Capital Management Inc | 82,174 | $2.36M | 0.07% | −4,198−4.9% | Reduced |
| Affinity Investment Advisors, LLC | 82,397 | $2.36M | 1.37% | −8,152−9.0% | Reduced |
| Triangle Securities Wealth Management | 82,677 | $2.37M | 0.82% | +236+0.3% | Added |
| Stock Yards Bank & Trust Co | 82,745 | $2.37M | 0.09% | +7,031+9.3% | Added |
| Burton Enright Welch | 82,758 | $2.37M | 0.74% | −7,327−8.1% | Reduced |
| Trust Asset Management LLC | 82,806 | $2.38M | 0.25% | 00.0% | Unchanged |
| Citizens Business Bank | 82,948 | $2.38M | 0.53% | −1,679−2.0% | Reduced |
| Lincoln Capital Corp | 83,230 | $2.39M | 1.22% | −12,491−13.0% | Reduced |
| Tower Bridge Advisors | 83,517 | $2.40M | 0.22% | +7,498+9.9% | Added |
| Modera Wealth Management, LLC | 83,615 | $2.40M | 0.04% | +27,076+47.9% | Added |
| Birmingham Capital Management Co Inc | 83,752 | $2.40M | 1.01% | −3,300−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 83,831 | $2.41M | 0.46% | +56,827+210.4% | Added |
| Merit Financial Group, LLC | 83,831 | $2.41M | 0.08% | +6,749+8.8% | Added |
| Legacy Wealth Management, LLC | 83,835 | $2.41M | 1.21% | 00.0% | Unchanged |
| Legato Capital Management LLC | 83,844 | $2.41M | 0.33% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 83,899 | $2.41M | 0.23% | −9,980−10.6% | Reduced |
| Mount Vernon Associates Inc | 84,119 | $2.41M | 2.56% | +200+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 84,174 | $2.41M | 0.85% | −4,200−4.8% | Reduced |
| AFS Financial Group, LLC | 84,412 | $2.42M | 1.57% | −192−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 84,560 | $2.43M | 0.23% | +140+0.2% | Added |
| Pitcairn Co | 84,581 | $2.43M | 0.20% | −8,340−9.0% | Reduced |
| Inscription Capital, LLC | 84,717 | $2.43M | 0.76% | −7,337−8.0% | Reduced |
| Levin Capital Strategies, L.P. | 84,820 | $2.43M | 0.28% | −57,400−40.4% | Reduced |
| Exeter Financial, LLC | 83,942 | $2.44M | 1.26% | +6,250+8.0% | Added |
| Beaton Management Co. Inc. | 84,909 | $2.44M | 1.54% | −550−0.6% | Reduced |
| Cigna Investments Inc | 84,928 | $2.44M | 0.45% | −747−0.9% | Reduced |
| Berkshire Bank | 85,161 | $2.44M | 0.67% | −438−0.5% | Reduced |
| Financial Counselors Inc | 85,473 | $2.45M | 0.05% | −2,046−2.3% | Reduced |
| Mutual Advisors, LLC | 85,578 | $2.46M | 0.09% | +17,669+26.0% | Added |
| Gries Financial LLC | 85,894 | $2.46M | 0.68% | +85,894 | New |
| Eagle Asset Management Inc | 85,926 | $2.47M | 0.01% | +9,477+12.4% | Added |
| Guardian Investment Management | 85,979 | $2.47M | 2.12% | −69,050−44.5% | Reduced |
| Banco de Sabadell, S.A | 86,102 | $2.47M | 1.99% | −2,985−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 86,135 | $2.47M | 0.08% | +3,437+4.2% | Added |
| Meeder Advisory Services, Inc. | 86,115 | $2.47M | 0.27% | −9,745−10.2% | Reduced |
| Profund Advisors LLC | 86,167 | $2.47M | 0.13% | −3,431−3.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.48M | 0.36% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 249,619 | $2.51M | 0.34% | −7,172−2.8% | Reduced |
| American Assets Inc | 87,500 | $2.51M | 1.14% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 87,549 | $2.51M | 1.12% | +87,549 | New |
| Mirador Capital Partners LP | 87,593 | $2.51M | 0.60% | −100,266−53.4% | Reduced |
| Brick & Kyle, Associates | 86,756 | $2.52M | 1.35% | +2,752+3.3% | Added |
| Independent Financial Group, LLC | 88,434 | $2.54M | 0.18% | −6,098−6.5% | Reduced |
| Advisors Capital Management, LLC | 88,471 | $2.54M | 0.06% | −7,633−7.9% | Reduced |
| Ronald Blue Trust, Inc. | 89,095 | $2.55M | 0.04% | −9,731−9.8% | Reduced |
| Senvest Management, LLC | 89,207 | $2.56M | 0.08% | −35,793−28.6% | Reduced |
| Game Creek Capital, LP | 89,500 | $2.57M | 1.70% | −18,250−16.9% | Reduced |
| BancorpSouth Bank | 89,526 | $2.57M | 0.22% | −827−0.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 89,536 | $2.57M | 1.11% | −7,900−8.1% | Reduced |
| K.J. Harrison & Partners Inc | 90,039 | $2.57M | 0.47% | −23,201−20.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89,917 | $2.58M | 0.17% | −37,164−29.2% | Reduced |
| Clarius Group, LLC | 90,035 | $2.58M | 0.20% | −6,706−6.9% | Reduced |
| Private Trust Co NA | 90,037 | $2.58M | 0.33% | +2,322+2.6% | Added |
| Fund Management at Engine No. 1 LLC | 90,268 | $2.59M | 0.48% | +5,611+6.6% | Added |
| HBK Sorce Advisory LLC | 90,361 | $2.59M | 0.11% | −3,158−3.4% | Reduced |
| Verdence Capital Advisors LLC | 90,414 | $2.59M | 0.30% | −4,377−4.6% | Reduced |
| Wright Investors Service Inc | 90,424 | $2.59M | 0.73% | −1,534−1.7% | Reduced |
| Park Avenue Securities LLC | 90,497 | $2.60M | 0.04% | −25,241−21.8% | Reduced |
| Anchor Investment Management, LLC | 90,665 | $2.60M | 0.33% | +1,688+1.9% | Added |
| Burns J W & Co Inc | 90,829 | $2.61M | 0.42% | −30,625−25.2% | Reduced |
| Campbell Newman Asset Management Inc | 90,850 | $2.61M | 0.23% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 91,072 | $2.61M | 1.84% | +1,863+2.1% | Added |
| Aaron Wealth Advisors | 91,114 | $2.61M | 0.34% | +774+0.9% | Added |
| Horizon Investments, LLC | 91,312 | $2.62M | 0.08% | +5,037+5.8% | Added |
| Dorsey & Whitney Trust CO LLC | 91,598 | $2.63M | 0.22% | −6,276−6.4% | Reduced |
| Plancorp, LLC | 91,600 | $2.63M | 0.14% | −10,197−10.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 91,874 | $2.64M | 0.10% | +6,470+7.6% | Added |