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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 5,469 | $156.9K | 0.03% | −316−5.5% | Reduced |
| Slocum, Gordon & Co LLP | 5,571 | $159.8K | 0.13% | −90−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 5,573 | $159.9K | 0.02% | +6+0.1% | Added |
| Steward Financial Group LLC | 5,578 | $160.0K | 0.05% | −289−4.9% | Reduced |
| Resurgent Financial Advisors LLC | 5,607 | $160.9K | 0.11% | −36,583−86.7% | Reduced |
| Missouri Trust & Investment Co | 5,645 | $162.0K | 0.09% | +240+4.4% | Added |
| Exchange Traded Concepts, LLC | 5,656 | $162.3K | 0.00% | +392+7.4% | Added |
| BOK Financial Private Wealth, Inc. | 5,755 | $165.1K | 0.01% | −289−4.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,874 | $168.5K | 0.02% | +365+6.6% | Added |
| United Community Bank | 5,912 | $169.6K | 0.15% | +3,405+135.8% | Added |
| Pacific Center for Financial Services | 5,919 | $169.8K | 0.06% | +6+0.1% | Added |
| BerganKDV Wealth Management, LLC | 6,062 | $173.9K | 0.02% | −1,784−22.7% | Reduced |
| JFS Wealth Advisors, LLC | 6,102 | $175.1K | 0.02% | +797+15.0% | Added |
| JCIC Asset Management Inc. | 6,146 | $176.3K | 0.08% | −30−0.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,149 | $176.4K | 0.16% | −11,897−65.9% | Reduced |
| Financial Perspectives, Inc | 6,226 | $178.6K | 0.08% | +26+0.4% | Added |
| Sound Income Strategies, LLC | 6,252 | $179.4K | 0.02% | +533+9.3% | Added |
| WealthPLAN Partners, LLC | 6,301 | $180.8K | 0.03% | +723+13.0% | Added |
| Powell Investment Advisors, LLC | 6,326 | $181.5K | 0.11% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 6,679 | $191.6K | 0.08% | −2,805−29.6% | Reduced |
| TSFG, LLC | 6,815 | $196.0K | 0.07% | +199+3.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,852 | $196.6K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,972 | $200.0K | 0.03% | +99+1.4% | Added |
| Smallwood Wealth Investment Management, LLC | 6,986 | $200.4K | 0.18% | +6,986 | New |
| Tranquilli Financial Advisor LLC | 7,007 | $201.0K | 0.14% | −991−12.4% | Reduced |
| Barings LLC | 7,029 | $201.7K | 0.01% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 7,032 | $201.7K | 0.03% | +7,032 | New |
| Versant Capital Management, Inc | 7,072 | $202.9K | 0.06% | +17+0.2% | Added |
| Maltin Wealth Management, Inc. | 7,080 | $203.1K | 0.14% | +49+0.7% | Added |
| Clarity Financial LLC | 7,080 | $203.1K | 0.03% | +7,080 | New |
| Eagle Bay Advisors LLC | 7,080 | $203.1K | 0.12% | −1,005−12.4% | Reduced |
| Jacobsen Capital Management | 7,082 | $203.2K | 0.10% | −3,581−33.6% | Reduced |
| Foster Group, Inc. | 7,083 | $203.2K | 0.01% | +7,083 | New |
| Hummer Financial Advisory Services Inc | 7,092 | $203.5K | 0.20% | +7,092 | New |
| KRS Capital Management, LLC | 7,117 | $204.2K | 0.20% | −657−8.5% | Reduced |
| Johnson Midwest Financial, LLC | 7,132 | $204.6K | 0.18% | −14−0.2% | Reduced |
| Sandy Cove Advisors, LLC | 7,136 | $204.7K | 0.12% | +7,136 | New |
| Gateway Advisory, LLC | 7,138 | $204.8K | 0.04% | +7,138 | New |
| Burt Wealth Advisors | 7,140 | $204.8K | 0.06% | +10.0% | Added |
| Widmann Financial Services, Inc. | 7,153 | $205.2K | 0.20% | −242−3.3% | Reduced |
| First Capital Advisors Group, LLC. | 7,159 | $205.4K | 0.11% | −295−4.0% | Reduced |
| Granite Investment Partners, LLC | 7,171 | $205.7K | 0.01% | +10.0% | Added |
| Ethos Financial Group, LLC | 7,203 | $206.0K | 0.07% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 7,200 | $206.6K | 0.05% | −602−7.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 7,230 | $207.0K | 0.01% | +7,230 | New |
| Matrix Private Capital Group LLC | 7,216 | $207.0K | 0.15% | +6+0.1% | Added |
| Independent Family Office, LLC | 7,219 | $207.1K | 0.13% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 7,223 | $207.2K | 0.02% | −264,460−97.3% | Reduced |
| Sentry LLC | 7,231 | $207.5K | 0.05% | −225−3.0% | Reduced |
| Ballast Advisors LLC | 7,232 | $207.5K | 0.08% | −194−2.6% | Reduced |
| Planned Solutions, Inc. | 7,237 | $207.6K | 0.12% | 00.0% | Unchanged |
| First National Bank of South Miami | 7,258 | $208.2K | 0.17% | −932−11.4% | Reduced |
| Ironwood Investment Management LLC | 7,265 | $208.4K | 0.12% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 7,277 | $208.8K | 0.06% | +39+0.5% | Added |
| Five Oceans Advisors | 7,318 | $210.0K | 0.14% | +158+2.2% | Added |
| Capital Advisors, Ltd. LLC | 7,331 | $210.0K | 0.03% | +5,421+283.8% | Added |
| Sharper & Granite LLC | 7,330 | $210.3K | 0.12% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 7,354 | $211.0K | 0.13% | +7,354 | New |
| Norway Savings Bank | 7,364 | $211.3K | 0.12% | 00.0% | Unchanged |
| waypoint wealth counsel | 7,376 | $211.6K | 0.19% | −27,349−78.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 7,381 | $211.7K | 0.09% | −68−0.9% | Reduced |
| Investment Partners, Ltd. | 7,396 | $212.2K | 0.11% | −2,636−26.3% | Reduced |
| Matrix Asset Advisors Inc | 7,400 | $212.3K | 0.03% | +10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 7,401 | $212.3K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 7,404 | $212.4K | 0.07% | +381+5.4% | Added |
| Heritage Financial Services, LLC | 7,460 | $214.0K | 0.04% | −920−11.0% | Reduced |
| Bogart Wealth, LLC | 7,462 | $214.1K | 0.01% | +210+2.9% | Added |
| Bristlecone Advisors, LLC | 7,488 | $214.8K | 0.02% | −492−6.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 7,489 | $214.8K | 0.06% | +7,489 | New |
| Bull Street Advisors, LLC | 7,487 | $215.0K | 0.11% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,505 | $215.3K | 0.04% | 00.0% | Unchanged |
| JSF Financial, LLC | 7,548 | $216.6K | 0.08% | −1,201−13.7% | Reduced |
| Weaver Consulting Group | 7,554 | $216.7K | 0.10% | −76−1.0% | Reduced |
| TriaGen Wealth Management LLC | 7,567 | $217.1K | 0.10% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $217.2K | 0.10% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 7,580 | $217.5K | 0.04% | −174−2.2% | Reduced |
| WFA of San Diego, LLC | 7,586 | $217.6K | 0.21% | −69−0.9% | Reduced |
| Payden & Rygel | 7,600 | $218.0K | 0.02% | −707,330−98.9% | Reduced |
| Indie Asset Partners, LLC | 7,606 | $218.2K | 0.24% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,619 | $218.6K | 0.02% | +7,619 | New |
| GW Henssler & Associates Ltd | 7,622 | $218.7K | 0.01% | +7,622 | New |
| Oak Harvest Investment Services | 7,633 | $219.0K | 0.05% | +56+0.7% | Added |
| Occidental Asset Management, LLC | 7,645 | $219.3K | 0.05% | +7,645 | New |
| Avenue 1 Advisors, LLC | 7,660 | $219.8K | 0.10% | +25+0.3% | Added |
| WP Advisors, LLC | 7,667 | $220.0K | 0.09% | +7,667 | New |
| PSI Advisors, LLC | 7,727 | $221.7K | 0.10% | +1,301+20.2% | Added |
| Almanack Investment Partners, LLC. | 7,736 | $221.9K | 0.04% | +7,736 | New |
| Founders Financial Securities LLC | 7,749 | $222.3K | 0.03% | +7,749 | New |
| Consolidated Planning Corp | 7,753 | $222.4K | 0.05% | −128,029−94.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 7,774 | $223.0K | 0.07% | −789−9.2% | Reduced |
| DDFG, Inc | 7,786 | $223.4K | 0.08% | +30.0% | Added |
| Future Financial Wealth Managment LLC | 7,795 | $223.6K | 0.24% | −123−1.6% | Reduced |
| WealthBridge Capital Management, LLC | 7,800 | $223.8K | 0.09% | +200+2.6% | Added |
| Morling Financial Advisors, LLC | 7,826 | $224.5K | 0.22% | −956−10.9% | Reduced |
| First Nebraska Trust Co | 7,854 | $225.3K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 7,880 | $226.1K | 0.24% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 7,896 | $226.5K | 0.03% | +194+2.5% | Added |
| Chickasaw Capital Management LLC | 7,922 | $227.0K | 0.01% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 7,935 | $227.7K | 0.07% | 00.0% | Unchanged |
| Marotta Asset Management | 7,946 | $228.0K | 0.05% | +7,946 | New |