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 |
|---|---|---|---|---|---|
| Rock Creek Group, LP | 10,771 | $309.0K | 0.04% | −492−4.4% | Reduced |
| RiverFront Investment Group, LLC | 10,772 | $309.0K | 0.01% | +73+0.7% | Added |
| Oldfather Financial Services, LLC | 10,781 | $309.3K | 0.15% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 10,800 | $309.9K | 0.08% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 9,967 | $310.0K | 0.17% | +5+0.1% | Added |
| Arden Trust Co | 10,805 | $310.0K | 0.05% | −30,365−73.8% | Reduced |
| Kraematon Investment Advisors, Inc | 10,808 | $310.1K | 0.34% | −172−1.6% | Reduced |
| Financial Council Asset Management Inc | 10,812 | $310.2K | 0.24% | +7+0.1% | Added |
| CVA Family Office, LLC | 10,820 | $310.4K | 0.07% | +4,502+71.3% | Added |
| ORG Partners LLC | 10,799 | $311.2K | 0.05% | −370−3.3% | Reduced |
| Emerald Advisors, LLC | 10,881 | $312.2K | 0.07% | −906−7.7% | Reduced |
| Tanager Wealth Management LLP | 10,895 | $312.6K | 0.07% | −99−0.9% | Reduced |
| FSM Wealth Advisors, LLC | 10,830 | $314.3K | 0.16% | −211−1.9% | Reduced |
| Jacobs & Co | 10,990 | $315.0K | 0.04% | −160−1.4% | Reduced |
| Farther Finance Advisors, LLC | 10,984 | $315.1K | 0.07% | −5,356−32.8% | Reduced |
| Toth Financial Advisory Corp | 10,987 | $315.2K | 0.05% | −119−1.1% | Reduced |
| Shayne & Co., LLC | 11,000 | $315.6K | 0.16% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 11,066 | $317.5K | 0.13% | −35−0.3% | Reduced |
| Wallace Advisory Group, LLC | 11,112 | $317.8K | 0.24% | 00.0% | Unchanged |
| WFA Asset Management Corp | 11,085 | $318.0K | 0.19% | +76+0.7% | Added |
| Rise Advisors, LLC | 11,095 | $318.3K | 0.25% | −532−4.6% | Reduced |
| Annapolis Financial Services, LLC | 11,102 | $318.5K | 0.09% | −870−7.3% | Reduced |
| Pacitti Group Inc. | 11,141 | $319.6K | 0.23% | −3,684−24.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,156 | $320.1K | 0.16% | +11,156 | New |
| Campion Asset Management LLC | 11,213 | $321.7K | 0.29% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 11,240 | $322.5K | 0.07% | −194−1.7% | Reduced |
| Park Place Capital Corp | 11,244 | $322.6K | 0.09% | −1,358−10.8% | Reduced |
| Bell Bank | 11,278 | $323.6K | 0.03% | −1,117−9.0% | Reduced |
| Ninety One SA (PTY) Ltd | 11,291 | $324.2K | 0.08% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 11,300 | $324.2K | 0.29% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 11,302 | $324.3K | 0.26% | −3,508−23.7% | Reduced |
| FirstPurpose Wealth LLC | 11,318 | $324.7K | 0.14% | +11,318 | New |
| Pacific Sage Partners, LLC | 11,325 | $324.9K | 0.10% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 11,333 | $325.1K | 0.30% | −413−3.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,334 | $325.2K | 0.02% | +329+3.0% | Added |
| Townsend Asset Management Corp | 11,356 | $325.8K | 0.16% | −627−5.2% | Reduced |
| Cypress Wealth Services, LLC | 11,101 | $326.4K | 0.09% | −3,484−23.9% | Reduced |
| Wedge Capital Management L L P | 11,384 | $326.6K | 0.01% | −1,494−11.6% | Reduced |
| IFG Advisors, LLC | 11,388 | $326.7K | 0.12% | +30.0% | Added |
| L & S Advisors Inc | 11,408 | $327.3K | 0.04% | −493−4.1% | Reduced |
| Jag Capital Management, LLC | 11,418 | $327.6K | 0.04% | +54+0.5% | Added |
| HC Advisors, LLC | 11,424 | $327.8K | 0.19% | +30.0% | Added |
| WR Wealth Planners, LLC | 11,436 | $328.1K | 0.13% | +780+7.3% | Added |
| Column Capital Advisors, LLC | 11,445 | $328.4K | 0.05% | −337−2.9% | Reduced |
| Alphadyne Asset Management LP | 11,450 | $328.5K | 1.01% | +11,450 | New |
| Oak Asset Management, LLC | 11,452 | $328.6K | 0.14% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 11,494 | $329.8K | 0.16% | +11,494 | New |
| TD Ameritrade Investment Management, LLC | 11,507 | $330.0K | 0.00% | −1,936−14.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 11,506 | $330.0K | 0.07% | +2,000+21.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 11,507 | $330.1K | 0.09% | +89+0.8% | Added |
| First Heartland Consultants, Inc. | 11,511 | $330.3K | 0.04% | −2,189−16.0% | Reduced |
| Keebeck Wealth Management, LLC | 11,540 | $331.1K | 0.05% | +2,471+27.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,540 | $331.1K | 0.29% | −1,300−10.1% | Reduced |
| Nadler Financial Group, Inc. | 11,543 | $331.2K | 0.05% | −101−0.9% | Reduced |
| E Fund Management Co., Ltd. | 11,579 | $332.0K | 0.03% | −1,422−10.9% | Reduced |
| First County Bank | 11,612 | $333.1K | 0.16% | −2,865−19.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,619 | $334.0K | 0.25% | −650−5.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 11,644 | $334.1K | 0.04% | +3,531+43.5% | Added |
| Rice Partnership, LLC | 11,645 | $334.1K | 0.09% | +10.0% | Added |
| LCNB Corp | 11,676 | $335.0K | 0.14% | −200−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 11,681 | $335.1K | 0.08% | +1,105+10.4% | Added |
| Mountain Pacific Investment Advisers Inc | 11,683 | $335.2K | 0.02% | −1,501−11.4% | Reduced |
| Fort Point Capital Partners LLC | 11,729 | $336.5K | 0.05% | −540−4.4% | Reduced |
| Chicago Capital, LLC | 11,754 | $337.2K | 0.02% | −1,512−11.4% | Reduced |
| Royal Capital Wealth Management, LLC | 11,760 | $337.4K | 0.32% | −195−1.6% | Reduced |
| Advisor Resource Council | 11,773 | $337.8K | 0.20% | −1,135−8.8% | Reduced |
| Summit Financial Group Inc | 11,809 | $338.8K | 0.13% | −50−0.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,810 | $338.8K | 0.15% | +205+1.8% | Added |
| Van Hulzen Asset Management, LLC | 11,806 | $339.0K | 0.03% | −36,561−75.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,810 | $339.0K | 0.02% | +941+8.7% | Added |
| ICA Group Wealth Management, LLC | 11,840 | $339.7K | 0.09% | −45,492−79.3% | Reduced |
| Wealth Advisory Solutions, LLC | 11,888 | $341.1K | 0.09% | +449+3.9% | Added |
| Semus Wealth Partners LLC | 11,911 | $341.7K | 0.31% | +91+0.8% | Added |
| Colonial River Wealth Management, LLC | 11,969 | $343.4K | 0.23% | −6,477−35.1% | Reduced |
| Alpha Financial Partners, LLC | 11,997 | $344.2K | 0.37% | +652+5.7% | Added |
| Deuterium Capital Management, LLC | 12,028 | $345.1K | 0.48% | +12,028 | New |
| Capital Planning Advisors, LLC | 12,034 | $345.3K | 0.07% | +2,221+22.6% | Added |
| Shelton Wealth Management, LLC | 12,036 | $345.3K | 0.27% | +773+6.9% | Added |
| STAR Financial Bank | 12,043 | $345.5K | 0.32% | +190+1.6% | Added |
| Farmers Trust Co | 12,050 | $345.7K | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,061 | $346.0K | 0.06% | −331−2.7% | Reduced |
| First Pacific Advisors, LP | 12,100 | $347.1K | 0.01% | −8,900−42.4% | Reduced |
| Alpha Financial Advisors, LLC | 12,103 | $347.2K | 0.22% | +12,103 | New |
| Capula Management Ltd | 12,129 | $348.0K | 0.04% | −480,018−97.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 12,137 | $348.2K | 0.35% | +3,223+36.2% | Added |
| Financial Insights, Inc. | 12,145 | $348.4K | 0.13% | −6,032−33.2% | Reduced |
| Cary Street Partners Asset Management LLC | 12,163 | $349.0K | 0.06% | −918−7.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,166 | $349.0K | 0.01% | −29,474−70.8% | Reduced |
| Chapman Investment Management, LLC | 12,188 | $349.7K | 0.28% | +20.0% | Added |
| BOS Asset Management, LLC | 12,217 | $350.5K | 0.27% | +1,033+9.2% | Added |
| Granger Management LLC | 12,222 | $350.6K | 0.14% | −43−0.4% | Reduced |
| Stelac Advisory Services LLC | 12,224 | $350.7K | 0.16% | −1,841−13.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 12,255 | $351.6K | 0.23% | −100−0.8% | Reduced |
| Aberdeen Wealth Management LLC | 12,258 | $351.7K | 0.25% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,295 | $352.7K | 0.08% | −263−2.1% | Reduced |
| Kowal Investment Group, LLC | 12,302 | $352.9K | 0.09% | +63+0.5% | Added |
| SRS Capital Advisors, Inc. | 12,332 | $353.8K | 0.05% | +1,567+14.6% | Added |
| Silver Lake Advisory, LLC | 12,333 | $353.8K | 0.19% | +31+0.3% | Added |
| SFMG, LLC | 12,356 | $354.5K | 0.04% | +10+0.1% | Added |
| Sigma Investment Counselors Inc | 12,357 | $354.5K | 0.03% | 00.0% | Unchanged |