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 |
|---|---|---|---|---|---|
| Obsidian Personal Planning Solutions LLC | 14,510 | $416.3K | 0.51% | +5,869+67.9% | Added |
| Telemus Capital, LLC | 14,516 | $416.5K | 0.04% | −3,341−18.7% | Reduced |
| Brave Warrior Advisors, LLC | 14,532 | $416.9K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 14,536 | $417.0K | 0.01% | −27,291−65.2% | Reduced |
| Donaldson Capital Management, LLC | 14,543 | $417.2K | 0.02% | −2,483−14.6% | Reduced |
| Ledyard National Bank | 14,551 | $417.5K | 0.05% | −362−2.4% | Reduced |
| NFP Retirement, Inc. | 14,557 | $417.7K | 0.08% | +24+0.2% | Added |
| Unigestion Holding SA | 14,610 | $418.7K | 0.02% | −2,774−16.0% | Reduced |
| Essex Savings Bank | 14,602 | $418.8K | 0.14% | −2,251−13.4% | Reduced |
| Stanley-Laman Group, Ltd. | 14,618 | $419.4K | 0.07% | +618+4.4% | Added |
| Optimum Investment Advisors | 14,664 | $420.7K | 0.21% | +500+3.5% | Added |
| Round Hill Asset Management | 14,679 | $421.1K | 0.26% | −193−1.3% | Reduced |
| Wagner Wealth Management, LLC | 14,683 | $421.2K | 0.16% | −711−4.6% | Reduced |
| MJP Associates Inc | 14,773 | $423.8K | 0.14% | −1,108−7.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,774 | $423.9K | 0.01% | −45−0.3% | Reduced |
| MV Capital Management, Inc. | 14,778 | $424.0K | 0.06% | +536+3.8% | Added |
| Financial Management Network Inc | 14,558 | $425.1K | 0.15% | −481−3.2% | Reduced |
| Cape Investment Advisory, Inc. | 14,843 | $425.8K | 0.24% | −112−0.7% | Reduced |
| Seven Eight Capital, LP | 14,854 | $426.2K | 0.07% | −12,645−46.0% | Reduced |
| Autumn Glory Partners, LLC | 14,856 | $426.2K | 0.31% | −1,760−10.6% | Reduced |
| Great Diamond Partners, LLC | 14,873 | $426.7K | 0.11% | −1,232−7.6% | Reduced |
| Resolute Wealth Strategies, LLC | 14,898 | $427.4K | 0.33% | −2,380−13.8% | Reduced |
| Towercrest Capital Management | 14,902 | $427.5K | 0.08% | +724+5.1% | Added |
| City State Bank | 14,916 | $428.0K | 0.23% | −400−2.6% | Reduced |
| NBW Capital LLC | 14,930 | $428.3K | 0.10% | −4,877−24.6% | Reduced |
| Jefferies Financial Group Inc. | 14,942 | $428.7K | 0.01% | −118,208−88.8% | Reduced |
| Encompass Wealth Advisors, LLC | 14,985 | $429.9K | 0.14% | +20.0% | Added |
| CSS LLC | 15,000 | $430.4K | 0.03% | +14,450+2,627.3% | Added |
| Colonial Trust Co | 15,057 | $432.0K | 0.10% | −5,188−25.6% | Reduced |
| Aviance Capital Partners, LLC | 15,081 | $432.7K | 0.09% | −3,881−20.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 15,157 | $434.9K | 0.07% | −910−5.7% | Reduced |
| Mason & Associates Inc | 15,172 | $435.3K | 0.13% | −3,951−20.7% | Reduced |
| Landmark Financial Advisors, LLC | 15,189 | $435.8K | 0.18% | −89−0.6% | Reduced |
| Financial Management Professionals, Inc. | 15,203 | $436.0K | 0.07% | +91+0.6% | Added |
| Constitution Capital LLC | 15,200 | $436.1K | 0.25% | −1,850−10.9% | Reduced |
| Ascent Wealth Partners, LLC | 15,219 | $436.6K | 0.08% | +2,012+15.2% | Added |
| Werba Rubin Papier Wealth Management | 15,220 | $436.7K | 0.15% | −52−0.3% | Reduced |
| RMR Wealth Builders | 15,238 | $437.2K | 0.07% | −26−0.2% | Reduced |
| Mechanics Financial Corp | 15,250 | $437.5K | 0.24% | +100+0.7% | Added |
| First Western Trust Bank | 15,294 | $438.8K | 0.02% | +2,296+17.7% | Added |
| Redhawk Wealth Advisors, Inc. | 15,310 | $439.2K | 0.13% | +7,115+86.8% | Added |
| Gilbert & Cook, Inc. | 15,408 | $442.1K | 0.07% | +843+5.8% | Added |
| Arlington Partners LLC | 15,425 | $442.5K | 0.07% | −7,285−32.1% | Reduced |
| Cahaba Wealth Management, Inc. | 15,437 | $442.9K | 0.05% | +744+5.1% | Added |
| Leavell Investment Management, Inc. | 15,437 | $443.0K | 0.03% | −803−4.9% | Reduced |
| Axq Capital, LP | 15,500 | $444.7K | 0.55% | +15,500 | New |
| MBL Wealth, LLC | 15,511 | $445.0K | 0.06% | −2,457−13.7% | Reduced |
| Private Management Group Inc | 15,513 | $445.1K | 0.02% | +1,739+12.6% | Added |
| Romano Brothers and Company | 15,532 | $445.6K | 0.07% | +203+1.3% | Added |
| PAX Financial Group, LLC | 15,586 | $447.2K | 0.10% | +233+1.5% | Added |
| Cidel Asset Management Inc | 15,634 | $448.5K | 0.02% | +96+0.6% | Added |
| Shoker Investment Counsel, Inc. | 15,652 | $449.1K | 0.19% | +60.0% | Added |
| Harvey Investment Co LLC | 15,686 | $450.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 15,735 | $451.4K | 0.26% | −249−1.6% | Reduced |
| Verus Capital Partners, LLC | 15,738 | $451.5K | 0.06% | −145−0.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 15,740 | $451.6K | 0.08% | +220+1.4% | Added |
| General Partner, Inc. | 15,817 | $453.8K | 0.38% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 15,831 | $454.2K | 0.01% | −41,371−72.3% | Reduced |
| Private Wealth Advisors | 15,866 | $455.2K | 0.19% | −45−0.3% | Reduced |
| Archer Investment Corp | 15,898 | $456.1K | 0.16% | +394+2.5% | Added |
| WealthTrust Axiom LLC | 15,918 | $456.7K | 0.15% | −793−4.7% | Reduced |
| Harbour Investments, Inc. | 15,928 | $457.0K | 0.02% | −3,807−19.3% | Reduced |
| Flaharty Asset Management, LLC | 15,970 | $458.2K | 0.08% | −2,163−11.9% | Reduced |
| Traphagen Investment Advisors LLC | 15,974 | $458.3K | 0.06% | −1,127−6.6% | Reduced |
| HHM Wealth Advisors, LLC | 15,992 | $458.8K | 0.09% | +215+1.4% | Added |
| Kenfarb & Co. | 16,000 | $458.9K | 0.40% | +16,000 | New |
| Citizens National Bank Trust Department | 16,000 | $459.0K | 0.12% | −4,920−23.5% | Reduced |
| Fortem Financial Group, LLC | 16,045 | $460.3K | 0.27% | +175+1.1% | Added |
| Beech Hill Advisors, Inc. | 16,050 | $460.5K | 0.22% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 16,081 | $461.4K | 0.12% | +1,232+8.3% | Added |
| Sittner & Nelson, LLC | 16,159 | $463.6K | 0.25% | +2,538+18.6% | Added |
| Sky Investment Group LLC | 16,170 | $463.9K | 0.10% | +170+1.1% | Added |
| Intercontinental Wealth Advisors, LLC | 16,191 | $464.5K | 0.11% | −1,835−10.2% | Reduced |
| BigSur Wealth Management LLC | 16,250 | $466.2K | 0.22% | −500−3.0% | Reduced |
| Charles Schwab Trust Co | 16,818 | $467.4K | 0.06% | +2,346+16.2% | Added |
| Lineweaver Wealth Advisors, LLC | 16,300 | $467.6K | 0.13% | −176−1.1% | Reduced |
| Cladis Investment Advisory, LLC | 16,317 | $468.1K | 0.41% | +191+1.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 16,337 | $468.7K | 0.10% | −28−0.2% | Reduced |
| Meeder Asset Management Inc | 16,364 | $469.5K | 0.03% | −2,286−12.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 16,365 | $469.5K | 0.76% | −111−0.7% | Reduced |
| First Citizens Financial Corp | 16,371 | $469.7K | 0.32% | +16,371 | New |
| Platform Technology Partners | 16,203 | $470.2K | 0.22% | −1,733−9.7% | Reduced |
| Omnia Family Wealth, LLC | 16,451 | $472.0K | 0.32% | +885+5.7% | Added |
| Echo Street Capital Management LLC | 16,491 | $473.1K | 0.00% | +16,491 | New |
| Blossom Wealth Management | 16,495 | $473.2K | 1.73% | +616+3.9% | Added |
| ABLE Financial Group, LLC | 16,495 | $473.2K | 0.24% | +2,520+18.0% | Added |
| Capital City Trust Co | 16,499 | $473.4K | 0.15% | +3,755+29.5% | Added |
| Prelude Capital Management, LLC | 16,500 | $473.4K | 0.04% | −8,688−34.5% | Reduced |
| Baystate Wealth Management LLC | 16,501 | $473.4K | 0.04% | −4,069−19.8% | Reduced |
| RDA Financial Network | 16,507 | $473.6K | 0.20% | −801−4.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 16,520 | $474.0K | 0.49% | −200−1.2% | Reduced |
| Albert D Mason Inc | 16,507 | $474.0K | 0.32% | +22+0.1% | Added |
| Vance Wealth, Inc. | 16,552 | $474.9K | 0.22% | −4,000−19.5% | Reduced |
| Ausdal Financial Partners, Inc. | 16,576 | $475.6K | 0.07% | −166−1.0% | Reduced |
| Asset Allocation & Management Company, LLC | 16,581 | $476.0K | 0.19% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 16,616 | $476.7K | 0.04% | +525+3.3% | Added |
| Patron Partners Advisors, LLC | 16,627 | $477.0K | 0.34% | −1,369−7.6% | Reduced |
| Independence Bank of Kentucky | 16,685 | $478.7K | 0.19% | +2,075+14.2% | Added |
| Silvia McColl Wealth Management, LLC | 16,718 | $479.6K | 0.45% | −536−3.1% | Reduced |
| Spring Capital Management, LLC | 16,743 | $480.4K | 0.38% | 00.0% | Unchanged |