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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 152,748 | $4.38M | 0.28% | +37,641+32.7% | Added |
| Fusion Capital, LLC | 153,753 | $4.41M | 2.46% | +3,897+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 153,813 | $4.41M | 0.09% | +18,350+13.5% | Added |
| Lincluden Management Ltd | 154,301 | $4.43M | 0.51% | +8,850+6.1% | Added |
| Icon Wealth Partners, LLC | 155,537 | $4.46M | 0.47% | −3,526−2.2% | Reduced |
| SevenBridge Financial Group, LLC | 156,326 | $4.49M | 1.16% | −1,503−1.0% | Reduced |
| Lincoln National Corp | 157,744 | $4.53M | 0.09% | +15,277+10.7% | Added |
| Check Capital Management Inc | 157,886 | $4.53M | 0.38% | +4,429+2.9% | Added |
| Kempner Capital Management Inc. | 158,141 | $4.54M | 2.91% | 00.0% | Unchanged |
| First Hawaiian Bank | 158,251 | $4.54M | 0.15% | −15,023−8.7% | Reduced |
| Level Four Advisory Services, LLC | 158,657 | $4.55M | 0.27% | +77,313+95.0% | Added |
| SOL Capital Management CO | 158,957 | $4.56M | 0.69% | +325+0.2% | Added |
| Viewpoint Capital Management LLC | 159,073 | $4.56M | 3.53% | +2,250+1.4% | Added |
| Pathstone Family Office, LLC | 170,585 | $4.57M | 0.06% | −21,384−11.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 160,024 | $4.59M | 0.58% | +73,269+84.5% | Added |
| Inlet Private Wealth, LLC | 160,070 | $4.59M | 1.16% | +2,900+1.8% | Added |
| Boston Financial Mangement LLC | 160,898 | $4.62M | 0.17% | +2,343+1.5% | Added |
| Alberta Investment Management Corp | 160,900 | $4.62M | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 161,516 | $4.63M | 0.11% | +3,540+2.2% | Added |
| Udine Wealth Management, Inc. | 162,011 | $4.65M | 4.42% | +40,734+33.6% | Added |
| Empowered Funds, LLC | 162,563 | $4.66M | 0.16% | +16,871+11.6% | Added |
| EA Series Trust | 162,563 | $4.66M | 0.16% | +162,563 | New |
| Resources Investment Advisors, LLC. | 162,722 | $4.67M | 0.10% | +27,626+20.4% | Added |
| Harvest Portfolios Group Inc. | 163,054 | $4.68M | 0.21% | −501,351−75.5% | Reduced |
| Greenleaf Trust | 163,061 | $4.68M | 0.05% | −12,720−7.2% | Reduced |
| Shell Asset Management Co | 164,267 | $4.71M | 0.19% | −41,719−20.3% | Reduced |
| First American Bank | 164,999 | $4.73M | 0.41% | −23,169−12.3% | Reduced |
| Unison Asset Management LLC | 165,023 | $4.73M | 3.16% | +5,235+3.3% | Added |
| Fiduciary Trust Co | 165,107 | $4.74M | 0.08% | −10,456−6.0% | Reduced |
| Chilton Capital Management LLC | 165,364 | $4.74M | 0.26% | −837−0.5% | Reduced |
| Bleakley Financial Group, LLC | 165,807 | $4.76M | 0.15% | +14,113+9.3% | Added |
| Smith, Salley & Associates | 165,926 | $4.76M | 0.35% | +91,988+124.4% | Added |
| United Services Automobile Association | 166,019 | $4.76M | 0.14% | +1,387+0.8% | Added |
| Boothe Investment Group, Inc. | 166,043 | $4.76M | 2.52% | +5,210+3.2% | Added |
| Boyar Asset Management Inc. | 166,052 | $4.76M | 3.52% | −4,328−2.5% | Reduced |
| Capricorn Fund Managers Ltd | 166,581 | $4.78M | 1.72% | +58,005+53.4% | Added |
| Cetera Advisors LLC | 166,829 | $4.79M | 0.08% | +965+0.6% | Added |
| Jacobi Capital Management LLC | 166,967 | $4.79M | 0.54% | +4,495+2.8% | Added |
| Webster Bank, N. A. | 169,130 | $4.85M | 0.63% | +1,753+1.0% | Added |
| Whalerock Point Partners, LLC | 169,740 | $4.87M | 1.65% | +1,875+1.1% | Added |
| River Wealth Advisors LLC | 170,320 | $4.89M | 0.83% | +5,090+3.1% | Added |
| Northern Oak Wealth Management Inc | 170,593 | $4.89M | 0.58% | −25,195−12.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 170,873 | $4.90M | 1.44% | −14,705−7.9% | Reduced |
| Fayez Sarofim & Co | 170,910 | $4.90M | 0.02% | −28,998−14.5% | Reduced |
| Woodstock Corp | 171,798 | $4.93M | 0.58% | −10,374−5.7% | Reduced |
| Roanoke Asset Management Corp | 171,868 | $4.93M | 1.95% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 171,977 | $4.93M | 1.77% | +5,627+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 172,032 | $4.94M | 0.38% | +59,976+53.5% | Added |
| Siemens Fonds Invest GmbH | 173,248 | $4.95M | 0.48% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 172,883 | $4.96M | 0.05% | +29,859+20.9% | Added |
| Impax Asset Management Group plc | 173,398 | $4.97M | 0.02% | −40,875−19.1% | Reduced |
| Park National Corp | 173,456 | $4.98M | 0.22% | −6,166−3.4% | Reduced |
| Wesbanco Bank Inc | 173,617 | $4.98M | 0.21% | −4,166−2.3% | Reduced |
| Gibraltar Capital Management, Inc. | 173,615 | $4.98M | 2.21% | −3,152−1.8% | Reduced |
| Timber Creek Capital Management LLC | 173,906 | $4.99M | 1.72% | −3,851−2.2% | Reduced |
| Stolper Co | 173,952 | $4.99M | 2.10% | +29,407+20.3% | Added |
| Vinva Investment Management Ltd | 174,410 | $5.00M | 0.44% | −65,127−27.2% | Reduced |
| Fagan Associates, Inc. | 174,974 | $5.02M | 1.22% | −2,217−1.3% | Reduced |
| Asio Capital, LLC | 175,410 | $5.03M | 1.23% | +355+0.2% | Added |
| Fundamentun, LLC | 175,590 | $5.04M | 0.77% | +20,263+13.0% | Added |
| Winning Points Advisors, LLC | 150,349 | $5.06M | 7.80% | −53,522−26.3% | Reduced |
| Sawtooth Solutions, LLC | 176,922 | $5.08M | 0.14% | −3,590−2.0% | Reduced |
| Advisory Services Network, LLC | 177,226 | $5.08M | 0.14% | +17,956+11.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 177,511 | $5.09M | 3.48% | −8,200−4.4% | Reduced |
| First Financial Bank - Trust Division | 177,829 | $5.10M | 0.53% | +1,377+0.8% | Added |
| Baldwin Brothers Inc | 178,176 | $5.11M | 0.42% | −2,002−1.1% | Reduced |
| Toroso Investments, LLC | 179,041 | $5.14M | 0.15% | +28,471+18.9% | Added |
| CBOE Vest Financial, LLC | 178,931 | $5.14M | 0.48% | +130,414+268.8% | Added |
| Rothschild Investment Corp | 179,080 | $5.14M | 0.43% | +21,798+13.9% | Added |
| Quantinno Capital Management LP | 179,238 | $5.14M | 0.29% | +105,800+144.1% | Added |
| Resources Management Corp | 179,670 | $5.16M | 0.80% | +169,464+1,660.4% | Added |
| Baker Avenue Asset Management, LP | 180,536 | $5.18M | 0.26% | +27,923+18.3% | Added |
| Great Lakes Retirement, Inc. | 180,787 | $5.19M | 0.92% | +9,567+5.6% | Added |
| Moors & Cabot, Inc. | 180,920 | $5.19M | 0.34% | −15,538−7.9% | Reduced |
| BKD Wealth Advisors, LLC | 180,924 | $5.19M | 0.15% | +51,429+39.7% | Added |
| Ally Financial Inc. | 181,000 | $5.19M | 0.73% | +85,000+88.5% | Added |
| Means Investment Co., Inc. | 181,582 | $5.21M | 0.82% | +965+0.5% | Added |
| Lee Danner & Bass Inc | 181,998 | $5.22M | 0.45% | −1,527−0.8% | Reduced |
| Greenwood Capital Associates LLC | 182,949 | $5.25M | 0.74% | −28,802−13.6% | Reduced |
| Bridge Creek Capital Management LLC | 182,985 | $5.25M | 1.88% | +12,005+7.0% | Added |
| Atlantic Union Bankshares Corp | 182,999 | $5.25M | 0.52% | +32,786+21.8% | Added |
| Everence Capital Management Inc | 192,070 | $5.34M | 0.43% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 187,391 | $5.38M | 0.20% | −69,468−27.0% | Reduced |
| Intrust Bank NA | 187,660 | $5.38M | 0.65% | −1,677−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 187,754 | $5.39M | 0.21% | +5,290+2.9% | Added |
| Lindbrook Capital, LLC | 188,905 | $5.42M | 0.58% | +15,882+9.2% | Added |
| Northeast Investment Management | 189,613 | $5.44M | 0.31% | −40,798−17.7% | Reduced |
| Moneta Group Investment Advisors LLC | 191,865 | $5.50M | 0.12% | +9,677+5.3% | Added |
| Allworth Financial LP | 192,297 | $5.52M | 0.05% | −828−0.4% | Reduced |
| Rench Wealth Management, Inc. | 192,901 | $5.53M | 2.43% | +8,201+4.4% | Added |
| Evercore Wealth Management, LLC | 193,121 | $5.54M | 0.10% | +2,320+1.2% | Added |
| Wolverine Asset Management LLC | 193,277 | $5.55M | 0.10% | −61,452−24.1% | Reduced |
| Montgomery Investment Management Inc | 193,911 | $5.56M | 1.87% | −2,001−1.0% | Reduced |
| Goodman Advisory Group, LLC | 194,207 | $5.57M | 2.07% | +194,021+104,312.4% | Added |
| Pearl River Capital, LLC | 194,749 | $5.59M | 0.90% | +28,804+17.4% | Added |
| Meiji Yasuda Life Insurance Co | 195,202 | $5.60M | 0.15% | +20,200+11.5% | Added |
| Harvey Capital Management Inc | 197,125 | $5.66M | 2.08% | −4,000−2.0% | Reduced |
| Pavion Blue Capital, LLC | 197,703 | $5.67M | 3.31% | −598−0.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 199,430 | $5.72M | 0.91% | +199,430 | New |
| Westfield Capital Management Co LP | 199,496 | $5.72M | 0.04% | +12,761+6.8% | Added |