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 |
|---|---|---|---|---|---|
| Viking Fund Management LLC | 200,000 | $5.74M | 1.09% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 200,479 | $5.75M | 4.39% | +50,000+33.2% | Added |
| GoodHaven Capital Management, LLC | 201,221 | $5.77M | 3.46% | −670.0% | Reduced |
| North Star Investment Management Corp. | 201,397 | $5.78M | 0.47% | +405+0.2% | Added |
| Interval Partners, LP | 201,704 | $5.79M | 0.29% | +201,704 | New |
| Consolidated Investment Group LLC | 202,013 | $5.80M | 1.04% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 203,232 | $5.83M | 1.44% | +193,242+1,934.4% | Added |
| WESPAC Advisors SoCal, LLC | 203,326 | $5.83M | 2.00% | −746−0.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 200,687 | $5.86M | 0.28% | +200,687 | New |
| Northwest & Ethical Investments L.P. | 204,949 | $5.88M | 0.19% | +5,367+2.7% | Added |
| Valeo Financial Advisors, LLC | 205,222 | $5.89M | 0.27% | +8,491+4.3% | Added |
| Dakota Wealth Management | 206,391 | $5.92M | 0.28% | +93,329+82.5% | Added |
| Perigon Wealth Management, LLC | 207,905 | $5.96M | 0.23% | +101,784+95.9% | Added |
| Wetherby Asset Management Inc | 208,079 | $5.97M | 0.32% | +11,801+6.0% | Added |
| Financial Avengers, Inc. | 209,660 | $6.02M | 3.98% | +8,450+4.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 210,662 | $6.04M | 1.66% | +17,453+9.0% | Added |
| Phraction Management LLC | 211,319 | $6.06M | 2.99% | −2,280−1.1% | Reduced |
| Capital International Inc | 212,009 | $6.08M | 0.11% | +42,136+24.8% | Added |
| Savant Capital, LLC | 212,802 | $6.11M | 0.10% | +2,161+1.0% | Added |
| RPG Investment Advisory, LLC | 216,383 | $6.21M | 1.07% | +57,650+36.3% | Added |
| Riverview Capital Advisers, LLC | 216,640 | $6.22M | 2.73% | +3,443+1.6% | Added |
| tru Independence LLC | 217,284 | $6.23M | 2.05% | +8,651+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 218,697 | $6.27M | 0.16% | −697−0.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 211,632 | $6.28M | 2.43% | −169−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 220,169 | $6.32M | 0.06% | −83,800−27.6% | Reduced |
| Simmons Bank | 220,319 | $6.32M | 0.53% | +11,921+5.7% | Added |
| Country Club Bank | 220,953 | $6.33M | 0.50% | −12,464−5.3% | Reduced |
| HRT Financial LP | 221,349 | $6.35M | 0.06% | +221,349 | New |
| Wolverine Trading, LLC | 222,882 | $6.39M | 0.09% | −167,694−42.9% | Reduced |
| Azimuth Capital Investment Management LLC | 224,144 | $6.43M | 0.31% | −8,392−3.6% | Reduced |
| Edge Capital Group, LLC | 224,158 | $6.43M | 0.37% | +3,120+1.4% | Added |
| Searle & Co. | 201,060 | $6.43M | 1.99% | 00.0% | Unchanged |
| Wedbush Securities Inc | 224,718 | $6.45M | 0.31% | −20,645−8.4% | Reduced |
| Borer Denton & Associates, Inc. | 225,242 | $6.46M | 2.55% | −1,800−0.8% | Reduced |
| Empirical Finance, LLC | 225,314 | $6.46M | 0.50% | +22,332+11.0% | Added |
| Itau Unibanco Holding S.A. | 225,900 | $6.48M | 0.30% | +221,680+5,253.1% | Added |
| Kerrisdale Advisers, LLC | 226,189 | $6.49M | 1.75% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 227,702 | $6.53M | 0.19% | +7,557+3.4% | Added |
| Venture Visionary Partners LLC | 228,781 | $6.56M | 0.39% | +6,255+2.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 230,630 | $6.62M | 3.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 230,688 | $6.62M | 1.34% | −1,942−0.8% | Reduced |
| First National Trust Co | 231,523 | $6.64M | 0.31% | −8,320−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 231,729 | $6.65M | 0.33% | −103,210−30.8% | Reduced |
| Two Sigma Advisers, LP | 231,800 | $6.65M | 0.02% | +231,800 | New |
| Stockman Wealth Management, Inc. | 231,920 | $6.65M | 1.43% | +27,421+13.4% | Added |
| First Citizens Bank & Trust Co | 231,971 | $6.66M | 0.12% | −41,183−15.1% | Reduced |
| Hyman Charles D | 233,316 | $6.69M | 0.42% | +19,700+9.2% | Added |
| Quantbot Technologies LP | 233,450 | $6.70M | 0.44% | +90,448+63.2% | Added |
| Eagle Ridge Investment Management | 233,993 | $6.71M | 0.70% | −32,745−12.3% | Reduced |
| DCM Advisors, LLC | 235,038 | $6.74M | 2.89% | −132−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 235,420 | $6.75M | 0.91% | +12,499+5.6% | Added |
| Providence Capital Advisors, LLC | 238,154 | $6.83M | 1.73% | +420.0% | Added |
| Hoey Investments, Inc | 238,530 | $6.84M | 2.26% | +39,148+19.6% | Added |
| Twin Capital Management Inc | 238,869 | $6.85M | 0.89% | −7,632−3.1% | Reduced |
| Veritable, L.P. | 240,925 | $6.91M | 0.11% | −6,190−2.5% | Reduced |
| Beach Investment Counsel Inc | 241,717 | $6.93M | 0.82% | −32,713−11.9% | Reduced |
| Shikiar Asset Management Inc | 244,094 | $7.00M | 2.26% | −28,775−10.5% | Reduced |
| Ieq Capital, LLC | 244,215 | $7.01M | 0.14% | +28,817+13.4% | Added |
| Greatmark Investment Partners, Inc. | 246,236 | $7.06M | 1.19% | +20,375+9.0% | Added |
| Adviser Investments LLC | 246,355 | $7.07M | 0.15% | +26,010+11.8% | Added |
| Moreno Evelyn V | 246,379 | $7.07M | 1.51% | +3,520+1.4% | Added |
| Bard Financial Services, Inc. | 247,155 | $7.09M | 0.55% | +750+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 248,030 | $7.12M | 1.67% | +20,947+9.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 248,883 | $7.14M | 0.54% | +535+0.2% | Added |
| Sage Mountain Advisors LLC | 249,379 | $7.15M | 1.02% | −1,565−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 249,983 | $7.17M | 3.21% | +3,861+1.6% | Added |
| Metis Global Partners, LLC | 250,405 | $7.18M | 0.39% | −31,020−11.0% | Reduced |
| Socorro Asset Management LP | 250,819 | $7.20M | 3.04% | 00.0% | Unchanged |
| Tufton Capital Management | 251,176 | $7.21M | 1.55% | −9,751−3.7% | Reduced |
| Greylin Investment Mangement Inc | 251,883 | $7.23M | 1.31% | −4,342−1.7% | Reduced |
| Anderson Hoagland & Co | 252,214 | $7.24M | 0.93% | −2,932−1.1% | Reduced |
| New England Asset Management Inc | 254,700 | $7.31M | 1.06% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 255,074 | $7.32M | 0.48% | +26,692+11.7% | Added |
| Capital International Sarl | 255,210 | $7.32M | 0.33% | +23,477+10.1% | Added |
| Blume Capital Management, Inc. | 256,272 | $7.35M | 2.17% | +10,251+4.2% | Added |
| Pacific Global Investment Management CO | 257,025 | $7.37M | 1.52% | −8,307−3.1% | Reduced |
| Lido Advisors, LLC | 257,580 | $7.39M | 0.08% | −18,101−6.6% | Reduced |
| Shelton Capital Management | 258,784 | $7.42M | 0.27% | −7,193−2.7% | Reduced |
| Vontobel Holding Ltd. | 258,893 | $7.43M | 0.07% | −181,275−41.2% | Reduced |
| Intact Investment Management Inc. | 259,500 | $7.45M | 0.30% | −114,000−30.5% | Reduced |
| Avantax Advisory Services, Inc. | 259,548 | $7.45M | 0.09% | +15,354+6.3% | Added |
| Robertson Stephens Wealth Management, LLC | 260,548 | $7.48M | 0.54% | −10,797−4.0% | Reduced |
| Assenagon Asset Management S.A. | 262,317 | $7.53M | 0.03% | +8,272+3.3% | Added |
| Bailard, Inc. | 262,438 | $7.53M | 0.26% | −4,696−1.8% | Reduced |
| Brown Brothers Harriman & Co | 264,423 | $7.59M | 0.06% | −16,682−5.9% | Reduced |
| Rollins Financial | 264,912 | $7.60M | 2.08% | +88,598+50.3% | Added |
| Argent Trust Co | 265,888 | $7.63M | 0.41% | +23,397+9.6% | Added |
| Allied Investment Advisors, LLC | 267,781 | $7.68M | 2.23% | +24,193+9.9% | Added |
| Verition Fund Management LLC | 268,739 | $7.71M | 0.12% | +15,704+6.2% | Added |
| Philadelphia Trust Co | 269,003 | $7.72M | 0.73% | −49,005−15.4% | Reduced |
| Ergoteles LLC | 269,697 | $7.74M | 0.37% | +111,364+70.3% | Added |
| Illinois Municipal Retirement Fund | 271,815 | $7.80M | 0.16% | 00.0% | Unchanged |
| Capital International Ltd | 273,397 | $7.84M | 0.44% | +1,079+0.4% | Added |
| Bayesian Capital Management, LP | 274,000 | $7.86M | 0.84% | +94,400+52.6% | Added |
| HM Payson & Co | 275,756 | $7.91M | 0.18% | −27,004−8.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 277,584 | $7.96M | 1.66% | −1,218−0.4% | Reduced |
| German American Bancorp, Inc. | 278,463 | $7.99M | 1.12% | +55,544+24.9% | Added |
| Aptus Capital Advisors, LLC | 279,389 | $8.02M | 0.23% | −86,915−23.7% | Reduced |
| Wittenberg Investment Management, Inc. | 280,690 | $8.05M | 2.91% | −10,083−3.5% | Reduced |
| Central Trust Co | 280,865 | $8.06M | 0.22% | +17,850+6.8% | Added |