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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 9,351 | $268.0K | 0.25% | −2,304−19.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,342 | $268.0K | 0.04% | +639+7.3% | Added |
| Bath Savings Trust Co | 9,348 | $268.2K | 0.03% | −250−2.6% | Reduced |
| First Bank & Trust | 9,351 | $268.3K | 0.07% | −1,649−15.0% | Reduced |
| Nvest Financial, LLC | 9,357 | $268.5K | 0.24% | +9+0.1% | Added |
| Sage Investment Advisers LLC | 9,380 | $269.1K | 0.36% | −378−3.9% | Reduced |
| Dimension Capital Management LLC | 9,383 | $269.2K | 0.06% | +1,050+12.6% | Added |
| Goldstone Financial Group, LLC | 9,383 | $269.2K | 0.08% | +2,296+32.4% | Added |
| TrueWealth Advisors, LLC | 9,437 | $270.7K | 0.11% | −826−8.0% | Reduced |
| 44 Wealth Management LLC | 9,469 | $271.7K | 0.09% | −756−7.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 9,470 | $271.7K | 0.15% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 9,539 | $273.7K | 0.18% | +9,539 | New |
| Northwest Quadrant Wealth Management, LLC | 9,543 | $273.8K | 0.08% | −528−5.2% | Reduced |
| Garrett Investment Advisors LLC | 9,559 | $274.2K | 0.04% | −901−8.6% | Reduced |
| Certified Advisory Corp | 9,571 | $274.6K | 0.05% | −24−0.3% | Reduced |
| Centric Wealth Management | 9,592 | $274.9K | 0.11% | −1,795−15.8% | Reduced |
| Blueshift Asset Management, LLC | 9,598 | $275.4K | 0.11% | −8,425−46.7% | Reduced |
| Carlson Capital Management | 9,601 | $275.4K | 0.02% | −1,009−9.5% | Reduced |
| Paladin Advisory Group, LLC | 9,610 | $275.7K | 0.22% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9,613 | $276.0K | 0.08% | −989−9.3% | Reduced |
| Southland Equity Partners LLC | 9,631 | $276.3K | 0.09% | +9,631 | New |
| Consilium Wealth Advisory, LLC | 9,633 | $276.4K | 0.19% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 9,651 | $277.0K | 0.06% | −20−0.2% | Reduced |
| New England Professional Planning Group Inc. | 9,683 | $277.8K | 0.16% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 9,703 | $278.4K | 0.08% | −19,871−67.2% | Reduced |
| Revolve Wealth Partners, LLC | 9,705 | $278.4K | 0.07% | −585−5.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 9,742 | $279.5K | 0.18% | +1,134+13.2% | Added |
| Lokken Investment Group LLC | 9,751 | $279.8K | 0.18% | +295+3.1% | Added |
| Osborne Partners Capital Management, LLC | 9,761 | $280.0K | 0.02% | −226−2.3% | Reduced |
| Vista Capital Partners, Inc. | 9,761 | $280.0K | 0.04% | −205−2.1% | Reduced |
| Sanders Morris Harris LLC | 9,761 | $280.0K | 0.06% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,765 | $280.2K | 0.02% | +1,275+15.0% | Added |
| Iowa State Bank | 9,770 | $280.3K | 0.07% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 9,773 | $280.4K | 0.14% | −263−2.6% | Reduced |
| Greenwood Gearhart Inc | 9,801 | $281.2K | 0.03% | −1,982−16.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,804 | $281.3K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9,805 | $281.3K | 0.16% | −351−3.5% | Reduced |
| Van Strum & Towne Inc. | 9,824 | $281.6K | 0.12% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 9,797 | $282.0K | 0.00% | +9,797 | New |
| Coastal Capital Group, Inc. | 9,863 | $283.0K | 0.06% | +32+0.3% | Added |
| Adamsbrown Wealth Consultants LLC | 9,870 | $283.2K | 0.15% | −67−0.7% | Reduced |
| Signature Wealth Management Partners, LLC | 9,870 | $283.2K | 0.26% | +2,718+38.0% | Added |
| Beta Wealth Group, Inc. | 9,900 | $284.0K | 0.16% | +1,700+20.7% | Added |
| D'Orazio & Associates, Inc. | 9,922 | $284.7K | 0.07% | +9,922 | New |
| ASB Consultores, LLC | 9,928 | $284.8K | 0.14% | −19,810−66.6% | Reduced |
| Evermay Wealth Management LLC | 9,935 | $285.0K | 0.05% | −565−5.4% | Reduced |
| Delta Investment Management, LLC | 9,943 | $285.3K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 9,954 | $285.6K | 0.02% | +9,954 | New |
| Chatham Capital Group, Inc. | 9,959 | $285.7K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 9,992 | $286.7K | 0.12% | −30.0% | Reduced |
| Brave Asset Management Inc | 9,995 | $286.8K | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,000 | $286.9K | 0.01% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 10,014 | $287.0K | 0.23% | −500−4.8% | Reduced |
| Heartwood Wealth Advisors LLC | 10,025 | $287.6K | 0.04% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 10,029 | $287.7K | 0.08% | +169+1.7% | Added |
| Cedar Brook Financial Partners, LLC | 10,034 | $287.9K | 0.07% | +601+6.4% | Added |
| Alliance Wealth Management Group | 10,041 | $288.1K | 0.09% | +112+1.1% | Added |
| Allred Capital Management, LLC | 10,085 | $289.3K | 0.14% | +193+2.0% | Added |
| Townsend & Associates, Inc | 9,015 | $289.8K | 0.07% | −544−5.7% | Reduced |
| Vicus Capital | 10,105 | $289.9K | 0.03% | +38+0.4% | Added |
| Terra Nova Asset Management LLC | 10,106 | $289.9K | 0.26% | −4,414−30.4% | Reduced |
| Schrum Private Wealth Management LLC | 10,127 | $290.5K | 0.31% | −332−3.2% | Reduced |
| Keystone Financial Services | 10,157 | $291.4K | 0.15% | +33+0.3% | Added |
| Sara-Bay Financial | 10,196 | $292.5K | 0.14% | +10.0% | Added |
| Johnson Financial Group, Inc. | 10,203 | $292.7K | 0.02% | +794+8.4% | Added |
| Garde Capital, Inc. | 10,209 | $293.0K | 0.02% | −7,143−41.2% | Reduced |
| Canton Hathaway, LLC | 10,208 | $293.0K | 0.09% | +1,000+10.9% | Added |
| JGP Wealth Management, LLC | 10,254 | $294.2K | 0.05% | +107+1.1% | Added |
| Madison Wealth Partners, Inc | 10,273 | $294.7K | 0.14% | −8−0.1% | Reduced |
| Credential Qtrade Securities Inc. | 10,277 | $294.8K | 0.02% | −140−1.3% | Reduced |
| Franklin Street Advisors Inc | 10,288 | $295.0K | 0.03% | −360−3.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10,285 | $295.0K | 0.09% | +9,163+816.7% | Added |
| Morton Capital Management LLC | 10,287 | $295.1K | 0.10% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 10,292 | $295.3K | 0.04% | +563+5.8% | Added |
| Castle Rock Wealth Management, LLC | 10,197 | $295.9K | 0.10% | −3,173−23.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 9,204 | $295.9K | 0.25% | +55+0.6% | Added |
| McAdam, LLC | 10,333 | $296.5K | 0.02% | −11−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 10,184 | $296.8K | 0.07% | +77+0.8% | Added |
| Trellis Advisors, LLC | 10,356 | $297.1K | 0.13% | −151−1.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,361 | $297.3K | 0.41% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 10,365 | $297.4K | 0.02% | −4,123−28.5% | Reduced |
| WMS Partners, LLC | 10,374 | $297.6K | 0.02% | −434−4.0% | Reduced |
| Violich Capital Management, Inc. | 10,400 | $298.0K | 0.05% | +1,286+14.1% | Added |
| Perennial Advisors, LLC | 10,397 | $298.3K | 0.08% | +10,397 | New |
| Cedrus LLC | 10,430 | $299.2K | 0.21% | −6,458−38.2% | Reduced |
| Invenio Wealth Partners LLC | 10,463 | $300.2K | 0.34% | +10,463 | New |
| King Wealth | 10,483 | $301.0K | 0.06% | +17+0.2% | Added |
| Smithbridge Asset Management Inc | 10,489 | $301.0K | 0.07% | +100+1.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 10,526 | $302.0K | 0.23% | −1,608−13.3% | Reduced |
| Summit Financial Strategies, Inc. | 10,548 | $302.6K | 0.06% | +67+0.6% | Added |
| Legacy Capital Group California, Inc. | 10,561 | $303.0K | 0.12% | +409+4.0% | Added |
| Southeast Asset Advisors Inc. | 10,571 | $303.3K | 0.04% | −610−5.5% | Reduced |
| Pathway Financial Advisors LLC | 10,576 | $303.4K | 0.10% | +100+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 10,595 | $304.0K | 0.02% | −750−6.6% | Reduced |
| Alethea Capital Management, LLC | 10,600 | $304.1K | 0.33% | −7−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,671 | $306.2K | 0.10% | 00.0% | Unchanged |
| Lavaca Capital LLC | 10,681 | $306.4K | 0.10% | −1,535−12.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 10,689 | $306.7K | 0.22% | −471−4.2% | Reduced |
| West Bancorporation Inc | 10,709 | $307.2K | 0.21% | +1,599+17.6% | Added |
| Byrne Asset Management LLC | 10,731 | $308.0K | 0.20% | −636−5.6% | Reduced |