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
- 2,652
- +9 vs. Q1 2023
- Shares held
- 5.51B
- +1.02M (0.0%) vs. Q1 2023
- Total value
- $158.0B
- +$496.4M (+0.3%) vs. Q1 2023
- New holders
- 147
- 1,075 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 1,413 | $40.5K | 0.02% | +1,413 | New |
| Tfo-TDC, LLC | 1,419 | $40.7K | 0.01% | −2,732−65.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,429 | $41.0K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 1,455 | $41.7K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,461 | $41.9K | 0.06% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 1,480 | $42.0K | 0.03% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 1,497 | $42.0K | 0.02% | +1,497 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,508 | $43.0K | 0.03% | −2−0.1% | Reduced |
| Hallmark Capital Management Inc | 1,500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,588 | $45.6K | 0.01% | −277,326−99.4% | Reduced |
| Central Bank & Trust Co | 1,683 | $48.3K | 0.01% | −436−20.6% | Reduced |
| Strengthening Families & Communities, LLC | 1,723 | $49.0K | 0.02% | +1,723 | New |
| JJJ Advisors Inc. | 1,738 | $49.9K | 0.01% | +48+2.8% | Added |
| Carmel Capital Partners, LLC | 1,750 | $50.2K | 0.03% | −1,900−52.1% | Reduced |
| First Pacific Financial | 1,774 | $50.9K | 0.02% | +1,774 | New |
| Northwest Capital Management Inc | 1,800 | $51.6K | 0.02% | +1,800 | New |
| Rocky Mountain Advisers, LLC | 1,815 | $51.9K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,812 | $52.0K | 0.01% | +2+0.1% | Added |
| Compass Wealth Management LLC | 1,830 | $52.5K | 0.02% | −740−28.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,852 | $53.1K | 0.02% | −254−12.1% | Reduced |
| Chelsea Counsel Co | 1,854 | $53.2K | 0.03% | +1,154+164.9% | Added |
| Trifecta Capital Advisors, LLC | 1,858 | $53.3K | 0.02% | +105+6.0% | Added |
| Dividend Assets Capital, LLC | 1,879 | $54.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,886 | $54.1K | 0.02% | −117−5.8% | Reduced |
| First Community Trust NA | 1,900 | $54.5K | 0.06% | −31−1.6% | Reduced |
| Hanson & Doremus Investment Management | 1,947 | $56.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,948 | $56.0K | 0.02% | +454+30.4% | Added |
| Vestor Capital, LLC | 1,973 | $57.0K | 0.01% | −3,849−66.1% | Reduced |
| First Financial Corp | 1,992 | $57.1K | 0.04% | +122+6.5% | Added |
| Spotlight Asset Group, Inc. | 2,000 | $57.4K | 0.05% | +2,000 | New |
| Nalls Sherbakoff Group, LLC | 2,071 | $57.5K | 0.06% | +11+0.5% | Added |
| Western Pacific Wealth Management, LP | 2,027 | $58.2K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 1,710 | $60.1K | 0.04% | −85−4.7% | Reduced |
| Larson Financial Group LLC | 2,100 | $60.2K | 0.01% | −15−0.7% | Reduced |
| Options Solutions, LLC | 2,100 | $60.2K | 0.06% | −7,346−77.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 2,197 | $63.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,298 | $65.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,323 | $66.6K | 0.01% | −3,953−63.0% | Reduced |
| TFC Financial Management | 2,345 | $67.3K | 0.02% | −1,042−30.8% | Reduced |
| Wolff Wiese Magana LLC | 2,367 | $67.9K | 0.05% | +10+0.4% | Added |
| Avion Wealth | 2,395 | $68.0K | 0.02% | +9+0.4% | Added |
| Riverview Trust Co | 2,372 | $68.1K | 0.06% | +291+14.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,403 | $68.9K | 0.05% | +4+0.2% | Added |
| Allianz Asset Management GmbH | 2,404,886 | $69.0K | 0.00% | −832,398−25.7% | Reduced |
| GoalVest Advisory LLC | 2,437 | $69.9K | 0.04% | −266−9.8% | Reduced |
| Intrepid Capital Management Inc | 2,465 | $70.7K | 0.05% | +2,465 | New |
| GW&K Investment Management, LLC | 2,467 | $71.0K | 0.00% | +2,467 | New |
| Pittenger & Anderson Inc | 2,560 | $73.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,576 | $73.9K | 0.02% | −222−7.9% | Reduced |
| Hillsdale Investment Management Inc. | 2,635 | $75.6K | 0.01% | −760−22.4% | Reduced |
| HBC Financial Services, PLLC | 2,498 | $76.0K | 0.05% | 00.0% | Unchanged |
| Horizons Wealth Management | 2,655 | $76.2K | 0.05% | +873+49.0% | Added |
| Acima Private Wealth, LLC | 2,697 | $77.4K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 2,748 | $78.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,839 | $81.4K | 0.07% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,845 | $82.0K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,871 | $82.4K | 0.03% | +2,871 | New |
| Ruedi Wealth Management, Inc. | 2,977 | $85.4K | 0.05% | +10.0% | Added |
| Atlas Capital Advisors LLC | 3,039 | $87.2K | 0.01% | −36−1.2% | Reduced |
| Dougherty Wealth Advisers LLC | 3,055 | $87.6K | 0.12% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3,058 | $87.7K | 0.03% | −324−9.6% | Reduced |
| Adalta Capital Management LLC | 3,100 | $89.0K | 0.06% | −162−5.0% | Reduced |
| Financial Connections Group, Inc. | 3,113 | $89.0K | 0.06% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,103 | $89.0K | 0.08% | 00.0% | Unchanged |
| Trust Co | 3,135 | $89.9K | 0.01% | −250−7.4% | Reduced |
| New England Capital Financial Advisors LLC | 3,196 | $91.7K | 0.06% | +23+0.7% | Added |
| Tortoise Investment Management, LLC | 3,233 | $92.8K | 0.01% | +2,100+185.3% | Added |
| Center for Financial Planning, Inc. | 3,337 | $95.7K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 3,375 | $96.8K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,383 | $97.1K | 0.06% | +22+0.7% | Added |
| Motco | 3,405 | $97.7K | 0.01% | −174−4.9% | Reduced |
| Elgethun Capital Management | 3,420 | $98.1K | 0.03% | −102,628−96.8% | Reduced |
| West Oak Capital, LLC | 3,485 | $100.0K | 0.05% | −2,700−43.7% | Reduced |
| Knuff & Co LLC | 3,550 | $101.8K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3,557 | $102.0K | 0.03% | +3,557 | New |
| Elkhorn Partners Limited Partnership | 3,600 | $103.0K | 0.07% | +200+5.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,644 | $104.5K | 0.06% | +2,644+264.4% | Added |
| Covestor Ltd | 3,705 | $107.0K | 0.08% | +348+10.4% | Added |
| Logan Capital Management Inc | 3,835 | $110.0K | 0.01% | −357−8.5% | Reduced |
| Atticus Wealth Management, LLC | 4,035 | $115.8K | 0.04% | −4,776−54.2% | Reduced |
| SJS Investment Consulting Inc. | 4,058 | $116.4K | 0.03% | −97−2.3% | Reduced |
| RFP Financial Group LLC | 4,374 | $125.5K | 0.05% | +3,042+228.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,390 | $125.9K | 0.03% | +561+14.7% | Added |
| Norwood Financial Corp | 4,392 | $126.0K | 0.19% | +572+15.0% | Added |
| Retirement Group, LLC | 4,394 | $126.1K | 0.05% | +3+0.1% | Added |
| Godsey & Gibb Associates | 4,508 | $129.3K | 0.01% | +330+7.9% | Added |
| Kelly Financial Services LLC | 4,590 | $131.7K | 0.06% | +14+0.3% | Added |
| Founders Capital Management | 4,648 | $133.4K | 0.10% | −6−0.1% | Reduced |
| Monetary Management Group Inc | 4,750 | $136.3K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,769 | $136.8K | 0.08% | −483−9.2% | Reduced |
| Rowland & Co Investment Counsel | 4,798 | $137.7K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,836 | $138.7K | 0.08% | +175+3.8% | Added |
| Stuart Chaussee & Associates, Inc. | 4,937 | $141.6K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 5,006 | $143.6K | 0.02% | +687+15.9% | Added |
| Tucker Asset Management LLC | 5,013 | $143.8K | 0.04% | −466−8.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 5,054 | $145.0K | 0.06% | +2,360+87.6% | Added |
| Nemes Rush Group LLC | 5,089 | $146.0K | 0.03% | +5,089 | New |
| Carmichael Hill & Associates, Inc. | 5,321 | $152.7K | 0.07% | +516+10.7% | Added |
| Old Second National Bank of Aurora | 5,328 | $152.9K | 0.04% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 5,369 | $154.0K | 1.93% | +40+0.8% | Added |