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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 7,970 | $228.7K | 0.10% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,974 | $228.8K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 7,976 | $228.8K | 0.06% | −445−5.3% | Reduced |
| Hall Laurie J Trustee | 7,957 | $229.0K | 0.09% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 7,993 | $229.3K | 0.05% | +4+0.1% | Added |
| Auxano Advisors, LLC | 8,039 | $229.9K | 0.09% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,019 | $230.1K | 0.09% | −147−1.8% | Reduced |
| Grandfield & Dodd, LLC | 8,031 | $230.4K | 0.02% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 8,031 | $230.4K | 0.14% | +20.0% | Added |
| Kaizen Financial Strategies | 7,873 | $231.1K | 0.20% | +102+1.3% | Added |
| Pflug Koory, LLC | 8,060 | $231.2K | 0.12% | 00.0% | Unchanged |
| Summit X, LLC | 8,069 | $231.7K | 0.06% | −221−2.7% | Reduced |
| First Affirmative Financial Network | 8,108 | $232.6K | 0.23% | +8,108 | New |
| Affinity Capital Advisors, LLC | 8,108 | $232.6K | 0.06% | +285+3.6% | Added |
| Galvin, Gaustad & Stein, LLC | 8,115 | $232.8K | 0.02% | +500+6.6% | Added |
| Navis Wealth Advisors, LLC | 8,117 | $232.9K | 0.21% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 8,130 | $233.3K | 0.09% | +59+0.7% | Added |
| CoreFirst Bank & Trust | 8,143 | $233.6K | 0.16% | 00.0% | Unchanged |
| Successful Portfolios LLC | 8,172 | $234.5K | 0.20% | −5,325−39.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,190 | $235.0K | 0.09% | −789−8.8% | Reduced |
| Nicolet Bankshares Inc | 8,199 | $235.2K | 0.07% | −2,127−20.6% | Reduced |
| Bridge Advisory, LLC | 8,209 | $235.5K | 0.09% | +142+1.8% | Added |
| Old North State Wealth Management, LLC | 8,212 | $235.6K | 0.21% | +8,212 | New |
| Bellevue Asset Management, LLC | 8,217 | $235.8K | 0.15% | −146−1.7% | Reduced |
| Silver Oak Securities, Inc | 8,212 | $236.0K | 0.04% | +8,212 | New |
| Atlas Private Wealth Advisors | 8,246 | $236.6K | 0.05% | +8,246 | New |
| Cascade Investment Group, Inc. | 8,256 | $236.9K | 0.22% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 7,409 | $236.9K | 0.02% | +7,409 | New |
| Annex Advisory Services, LLC | 8,269 | $237.2K | 0.01% | −13,084−61.3% | Reduced |
| Pennsylvania Capital Management Inc | 8,290 | $237.8K | 0.10% | +5+0.1% | Added |
| EPG Wealth Management LLC | 8,290 | $237.9K | 0.07% | −451−5.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 8,300 | $238.1K | 0.10% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 8,302 | $238.2K | 0.02% | −121−1.4% | Reduced |
| WoodTrust Financial Corp | 8,322 | $239.0K | 0.04% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,340 | $239.3K | 0.07% | +378+4.7% | Added |
| Diversified, LLC | 8,344 | $239.4K | 0.06% | +70+0.8% | Added |
| Skba Capital Management LLC | 8,360 | $239.8K | 0.04% | −640−7.1% | Reduced |
| LGT Fund Management Co Ltd. | 8,360 | $239.8K | 0.11% | +8,360 | New |
| CIC Wealth, LLC | 8,361 | $239.9K | 0.08% | −254−2.9% | Reduced |
| United Bank | 8,376 | $240.3K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 8,403 | $241.1K | 0.06% | −159−1.9% | Reduced |
| GSB Wealth Management, LLC | 8,408 | $241.2K | 0.08% | +10.0% | Added |
| Hayek Kallen Investment Management | 8,440 | $242.0K | 0.10% | +8,440 | New |
| B.O.S.S. Retirement Advisors, LLC | 8,457 | $242.6K | 0.05% | −77,121−90.1% | Reduced |
| Mayfair Advisory Group, LLC | 8,506 | $242.7K | 0.24% | +20.0% | Added |
| Hardy Reed LLC | 8,460 | $242.7K | 0.04% | −320−3.6% | Reduced |
| Lee Johnson Capital Management, LLC | 8,461 | $242.7K | 0.23% | −340−3.9% | Reduced |
| Bay Rivers Group | 8,461 | $242.7K | 0.18% | +275+3.4% | Added |
| ForthRight Wealth Management, LLC | 8,478 | $243.2K | 0.10% | +38+0.5% | Added |
| Palisade Capital Management LLC | 8,500 | $243.9K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,502 | $243.9K | 0.02% | −7−0.1% | Reduced |
| Bangor Savings Bank | 8,502 | $243.9K | 0.03% | −1,837−17.8% | Reduced |
| Centerpoint Advisors, LLC | 8,488 | $244.0K | 0.10% | +34+0.4% | Added |
| Beacon Capital Management, LLC | 8,521 | $244.5K | 0.06% | +272+3.3% | Added |
| Sonora Investment Management Group, LLC | 8,524 | $244.6K | 0.02% | +50+0.6% | Added |
| Lodestar Private Asset Management LLC | 8,533 | $244.8K | 0.04% | −161−1.9% | Reduced |
| Alterity Financial Group, LLC | 8,537 | $244.9K | 0.35% | −260−3.0% | Reduced |
| Cooper/Haims Advisors, LLC | 8,614 | $247.1K | 0.19% | +47+0.5% | Added |
| Meixler Investment Management, Ltd. | 8,650 | $248.2K | 0.23% | −1,250−12.6% | Reduced |
| BNC Wealth Management, LLC | 8,655 | $248.3K | 0.13% | −647−7.0% | Reduced |
| Forza Wealth Management, LLC | 8,668 | $248.7K | 0.13% | +500+6.1% | Added |
| Financial Advisors, LLC | 8,706 | $249.8K | 0.06% | −21−0.2% | Reduced |
| Destination Wealth Management | 8,724 | $250.3K | 0.01% | +494+6.0% | Added |
| Rosenberg Matthew Hamilton | 8,757 | $251.2K | 0.08% | −2,830−24.4% | Reduced |
| CFM Wealth Partners LLC | 8,759 | $251.3K | 0.06% | 00.0% | Unchanged |
| Channel Wealth LLC | 8,767 | $251.5K | 0.14% | −1,317−13.1% | Reduced |
| Narwhal Capital Management | 8,803 | $252.6K | 0.03% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 8,816 | $252.9K | 0.09% | +1,500+20.5% | Added |
| Quantum Financial Advisors, LLC | 8,848 | $253.8K | 0.07% | 00.0% | Unchanged |
| Bridgeworth, LLC | 8,849 | $253.9K | 0.03% | +1,459+19.7% | Added |
| MKT Advisors LLC | 7,959 | $253.9K | 0.18% | −2,344−22.8% | Reduced |
| Trust Co of Toledo NA | 8,863 | $254.3K | 0.04% | +8,863 | New |
| Newbridge Financial Services Group, Inc. | 8,882 | $254.8K | 0.12% | −8,582−49.1% | Reduced |
| Aveo Capital Partners, LLC | 8,888 | $255.0K | 0.03% | −2,911−24.7% | Reduced |
| Patriot Investment Management Inc. | 8,896 | $255.2K | 0.02% | −26−0.3% | Reduced |
| Cozad Asset Management Inc | 8,905 | $255.5K | 0.03% | +40+0.5% | Added |
| Thrive Wealth Management, LLC | 8,978 | $257.6K | 0.07% | −2,774−23.6% | Reduced |
| Requisite Capital Management, LLC | 8,984 | $257.8K | 0.07% | 00.0% | Unchanged |
| Tacita Capital Inc | 9,001 | $258.0K | 0.19% | 00.0% | Unchanged |
| Seven Mile Advisory | 9,023 | $258.9K | 0.30% | +9,023 | New |
| MBA Advisors LLC | 9,031 | $259.1K | 0.15% | −60−0.7% | Reduced |
| Community Trust & Investment Co | 9,035 | $259.2K | 0.02% | −495−5.2% | Reduced |
| My Personal CFO, LLC | 9,066 | $260.1K | 0.20% | −205−2.2% | Reduced |
| Hyperion Capital Advisors LP | 9,081 | $260.5K | 0.14% | +9,081 | New |
| Moseley Investment Management Inc | 9,087 | $260.7K | 0.15% | −1,359−13.0% | Reduced |
| Redwood Financial Network Corp | 9,108 | $261.3K | 0.25% | +9,108 | New |
| Hoese & Co LLP | 9,140 | $262.1K | 0.25% | −2,428−21.0% | Reduced |
| DT Investment Partners, LLC | 8,300 | $262.4K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,160 | $263.0K | 0.04% | −358−3.8% | Reduced |
| BCJ Capital Management, LLC | 9,197 | $263.9K | 0.02% | −40−0.4% | Reduced |
| Carr Financial Group Corp | 9,202 | $264.0K | 0.11% | +9,202 | New |
| GenTrust, LLC | 9,227 | $264.7K | 0.02% | −1,208−11.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 9,251 | $265.0K | 0.02% | −38−0.4% | Reduced |
| US Financial Advisors, LLC | 9,238 | $265.0K | 0.11% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 9,246 | $265.3K | 0.29% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 9,256 | $265.5K | 0.11% | −1,678−15.3% | Reduced |
| GeoWealth Management, LLC | 9,270 | $266.0K | 0.03% | +440+5.0% | Added |
| Kozak & Associates, Inc. | 9,119 | $266.3K | 0.11% | +61+0.7% | Added |
| One Wealth Advisors, LLC | 9,300 | $266.8K | 0.06% | +9,300 | New |
| Angeles Wealth Management, LLC | 9,317 | $267.3K | 0.04% | −5,575−37.4% | Reduced |