Skip to main content

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.

Institutional holdersQ2 2023: 2,651 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,795 institutionsQ2 2022: 2,647 institutionsQ3 2022: 2,605 institutionsQ4 2022: 2,722 institutionsQ1 2023: 2,664 institutionsQ2 2023: 2,651 institutionsQ3 2023: 2,624 institutionsQ4 2023: 2,859 institutionsQ1 2024: 2,924 institutionsQ2 2024: 2,955 institutionsQ3 2024: 2,988 institutionsQ4 2024: 3,276 institutionsQ1 2025: 3,214 institutionsQ2 2025: 3,321 institutionsQ3 2025: 3,366 institutionsQ4 2025: 3,615 institutionsQ1 2026: 3,492 institutionsQ2 2026: 3,620 institutions
Value heldQ2 2023: $158.0B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,492$259.2B
Q4 20253,615$303.6B
Q3 20253,366$281.7B
Q2 20253,321$260.1B
Q1 20253,214$231.2B
Q4 20243,276$247.3B
Q3 20242,988$220.6B
Q2 20242,955$224.3B
Q1 20242,924$213.8B
Q4 20232,859$188.1B
Q3 20232,624$150.9B
Q2 20232,651$158.0B
Q1 20232,664$157.5B
Q4 20222,722$186.9B
Q3 20222,605$169.7B
Q2 20222,647$173.8B
Q1 20222,795$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Capital Investments LLC116,000$3.33M4.33%−18,000−13.4%Reduced
River & Mercantile Asset Management LLP116,026$3.33M0.66%−1,340−1.1%Reduced
Wintrust Investments LLC116,038$3.33M0.33%+4,555+4.1%Added
Chesley Taft & Associates LLC116,042$3.33M0.20%+200+0.2%Added
Consolidated Capital Management, LLC116,083$3.33M1.64%+1,584+1.4%Added
Opus Investment Management Inc116,150$3.33M1.20%00.0%Unchanged
Veriti Management LLC116,340$3.34M0.37%+4,112+3.7%Added
Kingsview Wealth Management, LLC116,602$3.35M0.13%+4,886+4.4%Added
Principle Wealth Partners LLC116,684$3.35M0.34%−2,342−2.0%Reduced
Graybill Bartz & Assoc Ltd116,967$3.36M1.59%+1,903+1.7%Added
California First Leasing Corp117,500$3.37M2.06%00.0%Unchanged
Parsons Capital Management Inc117,657$3.38M0.26%+5,545+4.9%Added
Marco Investment Management LLC118,006$3.39M0.37%00.0%Unchanged
Creative Financial Designs Inc119,573$3.43M0.40%+21,408+21.8%Added
J.W. Cole Advisors, Inc.119,713$3.43M0.25%+1,621+1.4%Added
We Are One Seven, LLC120,913$3.47M0.32%+1,162+1.0%Added
IHT Wealth Management, LLC120,920$3.47M0.18%+61,099+102.1%Added
Ostrum Asset Management121,043$3.47M0.29%−1,747−1.4%Reduced
Employees Retirement System of Texas121,375$3.48M0.05%−81,380−40.1%Reduced
Bank of Nova Scotia Trust Co121,479$3.49M0.36%−4,600−3.6%Reduced
Aspen Grove Capital, LLC121,630$3.49M1.13%+7,055+6.2%Added
MainStreet Investment Advisors LLC121,936$3.50M0.38%−5,823−4.6%Reduced
Fiduciary Group LLC123,488$3.54M0.44%−740−0.6%Reduced
DRW Securities, LLC123,612$3.55M0.27%+112,886+1,052.5%Added
Knightsbridge Asset Management, LLC123,706$3.55M1.14%−132,986−51.8%Reduced
Trustmark National Bank Trust Department124,080$3.56M0.33%−4,870−3.8%Reduced
PGGM Investments124,385$3.57M0.06%−146,762−54.1%Reduced
Asset Planning Services Inc124,549$3.57M2.20%+725+0.6%Added
Paradigm Asset Management Co LLC124,625$3.58M0.96%+14,800+13.5%Added
Sendero Wealth Management, LLC125,651$3.60M0.79%+27,798+28.4%Added
Financial Advisory Partners, LLC125,796$3.61M1.39%+27,527+28.0%Added
Ritholtz Wealth Management126,101$3.62M0.16%+57,261+83.2%Added
S&CO Inc126,371$3.63M0.29%+4,050+3.3%Added
First Manhattan Co126,603$3.63M0.01%−14,593−10.3%Reduced
TD Private Client Wealth LLC127,078$3.65M0.16%−14,582−10.3%Reduced
Signaturefd, LLC127,491$3.66M0.09%+10,471+8.9%Added
Hendershot Investments Inc.128,480$3.69M0.59%−20,612−13.8%Reduced
Cantor Fitzgerald, L. P.128,814$3.70M0.09%+3,175+2.5%Added
Hodges Capital Management Inc.121,081$3.70M0.22%−2,452−2.0%Reduced
Capital Insight Partners, LLC129,134$3.70M0.83%+2,741+2.2%Added
Gotham Asset Management, LLC129,222$3.71M0.08%−12,661−8.9%Reduced
Pallas Capital Advisors LLC126,234$3.71M0.17%+107,209+563.5%Added
Silicon Valley Capital Partners129,545$3.72M0.69%+19,930+18.2%Added
Legacy Private Trust Co.130,228$3.74M0.31%−21,026−13.9%Reduced
Wade G W & Inc130,458$3.74M0.14%+2,113+1.6%Added
Red Door Wealth Management, LLC130,476$3.74M0.83%+5,020+4.0%Added
Alpha Cubed Investments, LLC130,637$3.75M0.25%−17,387−11.7%Reduced
Woodmont Investment Counsel LLC131,206$3.76M0.39%−5,661−4.1%Reduced
Dynamic Advisor Solutions LLC131,437$3.77M0.20%−924−0.7%Reduced
Diversified Trust Co131,739$3.78M0.14%−3,259−2.4%Reduced
apricus wealth, LLC128,650$3.78M3.33%+3,175+2.5%Added
Y-Intercept (Hong Kong) Ltd132,338$3.80M0.40%+132,338New
Sheaff Brock Investment Advisors, LLC132,387$3.80M0.37%−1,943−1.4%Reduced
Carret Asset Management, LLC132,817$3.81M0.51%−230−0.2%Reduced
Mandatum Life Insurance Co Ltd133,110$3.82M1.58%00.0%Unchanged
Kinneret Advisory, LLC133,353$3.83M0.45%00.0%Unchanged
Carlson Capital L P133,400$3.83M0.33%+133,400New
KG&L Capital Management,LLC133,697$3.84M1.84%+29,496+28.3%Added
Patten & Patten Inc134,581$3.86M0.32%−4,855−3.5%Reduced
GHP Investment Advisors, Inc.124,173$3.89M0.23%+5,717+4.8%Added
Greystone Financial Group, LLC135,538$3.89M0.90%+126,089+1,334.4%Added
Manatuck Hill Partners, LLC135,637$3.89M1.85%00.0%Unchanged
Fulton Bank, N.A.135,815$3.90M0.19%+9,868+7.8%Added
Icon Advisers Inc135,890$3.90M0.99%00.0%Unchanged
Pring Turner Capital Group Inc136,008$3.90M3.58%+24,077+21.5%Added
DCF Advisers, LLC137,250$3.94M2.72%−750−0.5%Reduced
Focused Wealth Management, Inc137,796$3.95M0.71%+2,307+1.7%Added
Lazari Capital Management, Inc.138,310$3.97M2.23%+138,310New
Brinker Capital Investments, LLC217,757$3.98M0.04%+15,459+7.6%Added
Orion Portfolio Solutions, LLC217,757$3.98M0.04%+15,459+7.6%Added
Sequoia Financial Advisors, LLC139,049$3.99M0.07%+58,336+72.3%Added
Tokio Marine Asset Management Co Ltd139,364$4.00M0.26%+2,131+1.6%Added
Arrow Financial Corp139,860$4.01M0.48%+5,421+4.0%Added
Sigma Planning Corp139,934$4.01M0.14%−64,431−31.5%Reduced
Moody National Bank Trust Division140,284$4.02M0.28%+401+0.3%Added
Worldquant Millennium Advisors LLC140,332$4.03M0.07%−401,949−74.1%Reduced
Harbor Island Capital LLC141,204$4.05M2.17%−10,010−6.6%Reduced
Roundview Capital LLC141,783$4.07M0.40%−5,239−3.6%Reduced
Belmont Capital, LLC143,123$4.11M2.31%+50.0%Added
Chicago Trust Co NA143,721$4.12M0.99%−7,401−4.9%Reduced
McGinn Investment Management, Inc.145,234$4.17M3.01%+1,720+1.2%Added
Ariel Investments, LLC145,371$4.17M0.04%+23,917+19.7%Added
Baker Tilly Wealth Management, LLC146,232$4.20M0.44%+27,678+23.3%Added
Hancock Whitney Corp146,720$4.21M0.17%−2,562−1.7%Reduced
Fred Alger Management, LLC146,904$4.21M0.02%00.0%Unchanged
Signet Financial Management, LLC147,382$4.23M0.67%+6,357+4.5%Added
Skylands Capital, LLC147,450$4.23M0.61%+8,800+6.3%Added
Snowden Capital Advisors LLC147,454$4.23M0.15%−11,870−7.5%Reduced
Courier Capital LLC148,093$4.25M0.33%+18,983+14.7%Added
Williams Jones Wealth Management, LLC.148,167$4.25M0.06%−20,744−12.3%Reduced
Investment House LLC148,356$4.26M0.32%+59,893+67.7%Added
Richard Bernstein Advisors LLC148,406$4.26M0.09%00.0%Unchanged
Lynch & Associates149,936$4.30M1.10%+7,934+5.6%Added
Raffles Associates LP150,000$4.30M5.78%+150,000New
Boston Private Wealth LLC150,110$4.31M0.08%−25,332−14.4%Reduced
Altrafin AG150,330$4.31M1.94%−330−0.2%Reduced
Trust Co of Vermont150,566$4.32M0.28%−1,871−1.2%Reduced
Baugh & Associates, LLC152,089$4.36M2.63%+7,345+5.1%Added
Andra AP-fonden152,100$4.36M0.11%+31,200+25.8%Added
Aldebaran Capital, LLC152,190$4.37M4.48%−490−0.3%Reduced