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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 91,896 | $2.64M | 0.02% | +2,532+2.8% | Added |
| Cutler Group LP | 92,201 | $2.65M | 0.62% | −50,125−35.2% | Reduced |
| Princeton Global Asset Management LLC | 92,223 | $2.65M | 0.77% | −5,021−5.2% | Reduced |
| Cunning Capital Partners, LP | 0 | $2.65M | 1.68% | −92,515−100.0% | Reduced |
| RSM US Wealth Management LLC | 92,652 | $2.66M | 0.09% | +642+0.7% | Added |
| Global Retirement Partners, LLC | 92,993 | $2.67M | 0.13% | +10,645+12.9% | Added |
| Long Focus Capital Management, LLC | 93,000 | $2.67M | 0.40% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 93,532 | $2.68M | 0.31% | +93,532 | New |
| Bank of New Hampshire | 93,751 | $2.69M | 0.77% | −427−0.5% | Reduced |
| Cipher Capital LP | 93,777 | $2.69M | 0.46% | +66,170+239.7% | Added |
| Wellington Shields Capital Management, LLC | 94,114 | $2.70M | 0.33% | +1,108+1.2% | Added |
| Hollencrest Capital Management | 94,132 | $2.70M | 0.28% | +681+0.7% | Added |
| ProVise Management Group, LLC | 94,509 | $2.71M | 0.25% | +4,371+4.8% | Added |
| Cumberland Partners Ltd | 94,579 | $2.71M | 0.25% | −4,286−4.3% | Reduced |
| Coastline Trust Co | 94,615 | $2.71M | 0.38% | −70,310−42.6% | Reduced |
| Goelzer Investment Management, Inc. | 94,638 | $2.72M | 0.23% | −391−0.4% | Reduced |
| Gleason Group, Inc. | 95,202 | $2.73M | 0.71% | +138+0.1% | Added |
| DFPG Investments, LLC | 86,945 | $2.74M | 0.25% | +33,068+61.4% | Added |
| Forum Financial Management, LP | 95,712 | $2.75M | 0.06% | +4,163+4.5% | Added |
| Plimoth Trust Co LLC | 95,882 | $2.75M | 0.82% | +9,550+11.1% | Added |
| IFP Advisors, Inc | 123,695 | $2.76M | 0.14% | −14,317−10.4% | Reduced |
| St. Johns Investment Management Company, LLC | 96,499 | $2.77M | 1.50% | +1,506+1.6% | Added |
| Meridian Investment Counsel Inc. | 96,741 | $2.78M | 0.99% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 96,984 | $2.78M | 0.95% | +1,475+1.5% | Added |
| Ami Investment Management Inc | 97,396 | $2.79M | 1.24% | −2,009−2.0% | Reduced |
| Capital Investment Advisory Services, LLC | 97,483 | $2.80M | 0.28% | +1,334+1.4% | Added |
| Pegasus Asset Management, Inc. | 97,824 | $2.81M | 1.25% | −1,007−1.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 97,976 | $2.81M | 0.02% | −42,862−30.4% | Reduced |
| Bridgecreek Investment Management, LLC | 98,000 | $2.81M | 0.54% | +43,500+79.8% | Added |
| Asset Dedication, LLC | 98,781 | $2.83M | 0.24% | +3,739+3.9% | Added |
| Slagle Financial, LLC | 98,975 | $2.84M | 1.77% | +98,975 | New |
| World Equity Group, Inc. | 99,186 | $2.85M | 0.84% | +93,883+1,770.4% | Added |
| Sumitomo Life Insurance Co | 99,688 | $2.86M | 0.13% | −8,063−7.5% | Reduced |
| Apollon Wealth Management, LLC | 99,714 | $2.86M | 0.14% | +2,497+2.6% | Added |
| Connectus Wealth, LLC | 99,714 | $2.86M | 0.07% | −39,000−28.1% | Reduced |
| Advent Capital Management | 100,000 | $2.87M | 0.06% | +100,000 | New |
| Quattro Financial Advisors LLC | 100,000 | $2.87M | 1.14% | +100,000 | New |
| AMG National Trust Bank | 100,493 | $2.88M | 0.10% | −70,435−41.2% | Reduced |
| DoubleLine ETF Adviser LP | 100,653 | $2.89M | 1.07% | +10,043+11.1% | Added |
| Parallel Advisors, LLC | 100,934 | $2.90M | 0.09% | +9,518+10.4% | Added |
| Arete Wealth Advisors, LLC | 101,156 | $2.90M | 0.26% | −3,951−3.8% | Reduced |
| 1st Source Bank | 101,171 | $2.90M | 0.19% | −2,598−2.5% | Reduced |
| AlphaCore Capital LLC | 101,370 | $2.91M | 0.47% | +52,911+109.2% | Added |
| Canandaigua National Bank & Trust Co | 101,571 | $2.91M | 0.47% | +4,641+4.8% | Added |
| Oliver Luxxe Assets LLC | 102,429 | $2.94M | 0.73% | −216−0.2% | Reduced |
| Abbot Financial Management, Inc. | 102,556 | $2.94M | 1.89% | −1,640−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 102,960 | $2.95M | 0.18% | +17,664+20.7% | Added |
| Steel Peak Wealth Management LLC | 103,016 | $2.96M | 0.18% | −58,664−36.3% | Reduced |
| Channing Capital Management, LLC | 103,081 | $2.96M | 0.09% | −142,524−58.0% | Reduced |
| Patton Albertson Miller Group, LLC | 103,270 | $2.96M | 0.57% | +4,791+4.9% | Added |
| Gables Capital Management Inc. | 103,419 | $2.97M | 1.94% | −300−0.3% | Reduced |
| Pacifica Partners Inc. | 102,096 | $2.97M | 1.68% | +1,125+1.1% | Added |
| Bartlett & Co. LLC | 103,635 | $2.97M | 0.05% | +80,616+350.2% | Added |
| Bartlett & Co. Wealth Management LLC | 103,635 | $2.97M | 0.05% | +80,616+350.2% | Added |
| TRUE Private Wealth Advisors | 103,671 | $2.97M | 0.44% | +5,685+5.8% | Added |
| Wealthspire Advisors, LLC | 103,880 | $2.98M | 0.05% | −3,212−3.0% | Reduced |
| Shilanski & Associates, Inc. | 104,786 | $3.01M | 1.22% | +1,344+1.3% | Added |
| London & Capital Asset Management Ltd | 105,217 | $3.02M | 0.30% | −222−0.2% | Reduced |
| Caldwell Trust Co | 105,259 | $3.02M | 0.39% | −4,788−4.4% | Reduced |
| David J Yvars Group | 105,743 | $3.03M | 2.51% | +107+0.1% | Added |
| Joel Isaacson & Co., LLC | 105,797 | $3.04M | 0.20% | +356+0.3% | Added |
| Baxter Bros Inc | 105,818 | $3.04M | 0.45% | +489+0.5% | Added |
| Lakeview Capital Partners, LLC | 105,829 | $3.04M | 0.56% | +23,341+28.3% | Added |
| Lyell Wealth Management, LP | 105,872 | $3.04M | 0.39% | −12,454−10.5% | Reduced |
| Integrated Advisors Network LLC | 105,927 | $3.04M | 0.17% | +13,406+14.5% | Added |
| Weinberger Asset Management, Inc | 106,574 | $3.06M | 1.68% | +157+0.1% | Added |
| Kingfisher Capital LLC | 106,655 | $3.06M | 0.80% | +1,281+1.2% | Added |
| Harbor Investment Advisory, LLC | 106,770 | $3.06M | 0.43% | −3,240−2.9% | Reduced |
| Atom Investors LP | 107,287 | $3.08M | 1.17% | +43,454+68.1% | Added |
| Capital Investment Counsel, Inc | 107,304 | $3.08M | 0.60% | +11,283+11.8% | Added |
| Kornitzer Capital Management Inc | 107,356 | $3.08M | 0.06% | +250+0.2% | Added |
| Klingenstein Fields & Co LP | 107,479 | $3.08M | 0.14% | +554+0.5% | Added |
| Boit C F David | 108,207 | $3.10M | 2.07% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 108,236 | $3.11M | 0.42% | +1,769+1.7% | Added |
| Scott & Selber, Inc. | 108,346 | $3.11M | 1.22% | +31,937+41.8% | Added |
| Neumann Capital Management, LLC | 108,553 | $3.11M | 1.29% | +1,200+1.1% | Added |
| Concentric Wealth Management, LLC | 108,808 | $3.12M | 0.99% | +4,120+3.9% | Added |
| Mengis Capital Management, Inc. | 109,068 | $3.13M | 0.62% | −1,138−1.0% | Reduced |
| CAPROCK Group, Inc. | 109,618 | $3.14M | 0.23% | −17,304−13.6% | Reduced |
| Harbor Capital Advisors, Inc. | 109,799 | $3.15M | 0.63% | 00.0% | Unchanged |
| Latash Investments, LLC | 109,894 | $3.15M | 2.54% | 00.0% | Unchanged |
| United Fire Group Inc | 110,000 | $3.16M | 2.43% | −30,000−21.4% | Reduced |
| Equitable Holdings, Inc. | 110,179 | $3.16M | 0.05% | +558+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 110,980 | $3.18M | 0.59% | +1,310+1.2% | Added |
| Harbour Capital Advisors, LLC | 109,144 | $3.19M | 0.94% | −2,420−2.2% | Reduced |
| Thoroughbred Financial Services, LLC | 111,630 | $3.20M | 0.42% | −3,360−2.9% | Reduced |
| Altrius Capital Management Inc | 111,736 | $3.21M | 0.95% | +3,267+3.0% | Added |
| Varma Mutual Pension Insurance Co | 111,771 | $3.21M | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 111,894 | $3.21M | 0.16% | +184+0.2% | Added |
| Whittier Trust Co | 112,391 | $3.22M | 0.06% | −4,933−4.2% | Reduced |
| Chemistry Wealth Management LLC | 112,360 | $3.22M | 1.05% | −699−0.6% | Reduced |
| Bank Ozk | 113,258 | $3.25M | 1.55% | −16,182−12.5% | Reduced |
| Hudson Capital Management LLC | 113,360 | $3.25M | 1.25% | +12,494+12.4% | Added |
| Silvant Capital Management LLC | 113,943 | $3.27M | 0.18% | −400.0% | Reduced |
| Charter Trust Co | 113,982 | $3.27M | 0.25% | −3,205−2.7% | Reduced |
| Essex Financial Services, Inc. | 114,137 | $3.27M | 0.37% | −3,954−3.3% | Reduced |
| Hedeker Wealth, LLC | 114,765 | $3.29M | 1.10% | −36,467−24.1% | Reduced |
| Argyle Capital Management Inc. | 114,893 | $3.30M | 1.19% | −4,400−3.7% | Reduced |
| Madison Wealth Management | 115,734 | $3.32M | 0.67% | −122,372−51.4% | Reduced |
| Asset Management Advisors, LLC | 115,790 | $3.32M | 2.88% | +215+0.2% | Added |