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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 12,360 | $354.6K | 0.04% | −875−6.6% | Reduced |
| Pure Financial Advisors, Inc. | 12,374 | $355.0K | 0.02% | −13,912−52.9% | Reduced |
| Tradition Wealth Management, LLC | 12,380 | $355.0K | 0.04% | −346−2.7% | Reduced |
| Guidance Point Advisors, LLC | 12,410 | $356.1K | 0.14% | −684−5.2% | Reduced |
| Middleton & Co Inc | 12,463 | $357.6K | 0.05% | −7,296−36.9% | Reduced |
| Benin Management CORP | 12,473 | $357.9K | 0.13% | +181+1.5% | Added |
| Barry Investment Advisors, LLC | 12,490 | $358.3K | 0.12% | −3,409−21.4% | Reduced |
| VeraBank, N.A. | 12,495 | $358.5K | 0.14% | −612−4.7% | Reduced |
| Gemmer Asset Management LLC | 12,509 | $358.9K | 0.05% | −1,549−11.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 12,540 | $359.8K | 0.24% | +12,540 | New |
| CM Wealth Advisors LLC | 11,298 | $360.4K | 0.12% | −53,525−82.6% | Reduced |
| Arcataur Capital Management LLC | 12,593 | $361.3K | 0.15% | +12,593 | New |
| Austin Private Wealth, LLC | 12,618 | $362.0K | 0.05% | +1,124+9.8% | Added |
| Apexium Financial, LP | 12,623 | $362.2K | 0.03% | +169+1.4% | Added |
| Barden Capital Management, Inc. | 12,627 | $362.3K | 0.40% | −1,561−11.0% | Reduced |
| Humankind Investments LLC | 12,649 | $362.9K | 0.14% | −5,209−29.2% | Reduced |
| Oxbow Advisors, LLC | 12,692 | $364.1K | 0.06% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 12,714 | $364.8K | 0.07% | +4,843+61.5% | Added |
| JB Capital LLC | 12,727 | $365.1K | 0.03% | −827−6.1% | Reduced |
| Stokes Family Office, LLC | 12,727 | $365.1K | 0.04% | +2,348+22.6% | Added |
| Willis Johnson & Associates, Inc. | 12,748 | $365.7K | 0.04% | −910−6.7% | Reduced |
| Sonata Capital Group Inc | 12,800 | $367.0K | 0.19% | −344−2.6% | Reduced |
| Ergawealth Advisors, Inc. | 12,800 | $367.2K | 0.25% | 00.0% | Unchanged |
| Albion Financial Group | 12,800 | $367.2K | 0.03% | +40+0.3% | Added |
| Orleans Capital Management Corp | 12,807 | $367.4K | 0.26% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,830 | $368.1K | 0.13% | +28+0.2% | Added |
| Balentine LLC | 12,880 | $369.5K | 0.01% | −23,692−64.8% | Reduced |
| Verus Financial Partners, Inc. | 11,536 | $370.9K | 0.05% | +1,000+9.5% | Added |
| Bedel Financial Consulting, Inc. | 12,967 | $372.0K | 0.08% | +59+0.5% | Added |
| Clarus Group, Inc. | 12,972 | $372.2K | 0.27% | +420+3.3% | Added |
| Emfo, LLC | 13,000 | $373.0K | 0.34% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 12,997 | $373.0K | 0.08% | +3,399+35.4% | Added |
| Atwood & Palmer Inc | 13,021 | $373.6K | 0.03% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 13,062 | $374.8K | 0.29% | −3,678−22.0% | Reduced |
| Twelve Points Wealth Management LLC | 13,064 | $374.8K | 0.20% | −1,667−11.3% | Reduced |
| TCG Advisory Services, LLC | 13,120 | $376.4K | 0.06% | +1,045+8.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,133 | $376.8K | 0.17% | +32+0.2% | Added |
| Pictet Bank & Trust Ltd | 13,159 | $377.5K | 0.31% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 13,080 | $380.4K | 0.23% | −234−1.8% | Reduced |
| Garden State Investment Advisory Services LLC | 13,260 | $380.4K | 0.17% | +3,906+41.8% | Added |
| Aristotle Capital Management, LLC | 13,300 | $381.6K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,304 | $381.7K | 0.11% | −1,495−10.1% | Reduced |
| Strategic Blueprint, LLC | 13,313 | $381.9K | 0.04% | −97,487−88.0% | Reduced |
| Brandywine Trust Co | 13,326 | $382.3K | 0.08% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 13,337 | $382.6K | 0.18% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 13,338 | $382.7K | 1.21% | −1,545−10.4% | Reduced |
| Alerus Financial NA | 13,355 | $383.2K | 0.03% | +503+3.9% | Added |
| Kapstone Financial Advisors LLC | 12,122 | $383.3K | 0.32% | −10−0.1% | Reduced |
| Integrity Financial Corp | 13,363 | $383.4K | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 13,406 | $384.6K | 0.16% | −2,267−14.5% | Reduced |
| Hemington Wealth Management | 13,474 | $386.0K | 0.16% | −536−3.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,465 | $386.3K | 0.24% | −5,900−30.5% | Reduced |
| Private Portfolio Partners LLC | 13,480 | $386.8K | 0.10% | −7,762−36.5% | Reduced |
| Bridgefront Capital, LLC | 13,506 | $387.5K | 0.21% | −1,754−11.5% | Reduced |
| Thrive Capital Management, LLC | 13,535 | $388.3K | 0.22% | +835+6.6% | Added |
| CFO4Life Group, LLC | 13,570 | $389.3K | 0.08% | +2,589+23.6% | Added |
| Balboa Wealth Partners | 13,595 | $390.0K | 0.14% | −11,799−46.5% | Reduced |
| Callan Capital, LLC | 13,615 | $390.6K | 0.04% | −8,556−38.6% | Reduced |
| Freedom Day Solutions, LLC | 13,624 | $390.9K | 0.17% | −22,055−61.8% | Reduced |
| Amplius Wealth Advisors, LLC | 13,626 | $390.9K | 0.05% | −1,772−11.5% | Reduced |
| Forte Capital LLC | 13,633 | $391.1K | 0.06% | −108−0.8% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $394.6K | 0.93% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 13,769 | $395.0K | 0.01% | −1,267−8.4% | Reduced |
| Regatta Capital Group, LLC | 13,783 | $395.4K | 0.13% | +2,211+19.1% | Added |
| Kavar Capital Partners Group, LLC | 13,783 | $395.4K | 0.08% | +555+4.2% | Added |
| WealthShield Partners, LLC | 13,797 | $395.9K | 0.06% | +111+0.8% | Added |
| Lattice Capital Management, LLC | 13,800 | $395.9K | 0.69% | −41−0.3% | Reduced |
| St Germain D J Co Inc | 13,812 | $396.3K | 0.02% | +13,812 | New |
| Lantz Financial LLC | 13,837 | $397.0K | 0.16% | +1,085+8.5% | Added |
| Nilsine Partners, LLC | 13,855 | $397.5K | 0.06% | −1,331−8.8% | Reduced |
| Gratus Capital LLC | 13,856 | $397.5K | 0.03% | −1,758−11.3% | Reduced |
| Tiemann Investment Advisors, LLC | 13,875 | $398.1K | 0.20% | −1,250−8.3% | Reduced |
| TBH Global Asset Management, LLC | 13,888 | $398.4K | 0.08% | +1,452+11.7% | Added |
| Defined Wealth Management, LLC | 13,889 | $398.5K | 0.34% | −411−2.9% | Reduced |
| Saiph Capital, LLC | 103,673 | $399.2K | 0.22% | +74+0.1% | Added |
| Berger Financial Group, Inc | 13,925 | $399.5K | 0.05% | +908+7.0% | Added |
| Weik Capital Management | 13,955 | $400.4K | 0.19% | −14,900−51.6% | Reduced |
| New World Advisors LLC | 13,955 | $400.4K | 0.14% | +400+3.0% | Added |
| Addison Advisors LLC | 13,992 | $401.4K | 0.20% | +213+1.5% | Added |
| Hudock, Inc. | 13,999 | $401.6K | 0.10% | +476+3.5% | Added |
| Cohen & Steers, Inc. | 14,012 | $402.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 14,022 | $402.3K | 0.03% | −85−0.6% | Reduced |
| Salomon & Ludwin, LLC | 14,048 | $403.0K | 0.04% | −28−0.2% | Reduced |
| Sawyer & Company, Inc | 14,087 | $404.0K | 0.18% | 00.0% | Unchanged |
| Callan Family Office, LLC | 14,085 | $404.1K | 0.11% | −8,248−36.9% | Reduced |
| Cavalier Investments, LLC | 14,086 | $404.1K | 0.15% | +885+6.7% | Added |
| Eagle Harbor Asset Management Inc | 14,132 | $405.4K | 0.53% | +10.0% | Added |
| BHK Investment Advisors, LLC | 14,140 | $405.7K | 0.17% | +333+2.4% | Added |
| Northstar Group, Inc. | 14,140 | $405.7K | 0.10% | −218−1.5% | Reduced |
| LVM Capital Management Ltd | 14,219 | $408.0K | 0.05% | −148−1.0% | Reduced |
| Manhattan West Asset Management, LLC | 14,293 | $410.1K | 0.15% | −3,326−18.9% | Reduced |
| Sheets Smith Wealth Management | 14,311 | $410.6K | 0.06% | +729+5.4% | Added |
| Summit Financial Wealth Advisors, LLC | 14,325 | $411.0K | 0.09% | −79−0.5% | Reduced |
| Petix & Botte Co | 14,334 | $411.2K | 0.13% | +6,478+82.5% | Added |
| Journey Strategic Wealth LLC | 14,335 | $411.3K | 0.02% | −12,912−47.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 14,360 | $412.0K | 0.03% | −3,335−18.8% | Reduced |
| United Capital Management of KS, Inc. | 14,366 | $412.2K | 0.13% | +5,453+61.2% | Added |
| KWB Wealth | 14,368 | $412.2K | 0.07% | −1,373−8.7% | Reduced |
| Insight Advisors, LLC | 14,392 | $412.9K | 0.09% | −2,475−14.7% | Reduced |
| Zullo Investment Group, Inc. | 14,427 | $413.9K | 0.24% | +120+0.8% | Added |