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 |
|---|---|---|---|---|---|
| Prentice Wealth Management LLC | 16,755 | $480.7K | 0.22% | +4,331+34.9% | Added |
| BIP Wealth, LLC | 16,767 | $481.0K | 0.04% | −1,988−10.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 16,778 | $481.4K | 0.51% | +2,100+14.3% | Added |
| Angeles Investment Advisors, LLC | 16,808 | $482.2K | 0.04% | +2,336+16.1% | Added |
| Alliance Wealth Advisors, LLC | 16,809 | $482.3K | 0.34% | +356+2.2% | Added |
| Wealth Alliance | 16,824 | $482.7K | 0.07% | −5,595−25.0% | Reduced |
| YHB Investment Advisors, Inc. | 16,855 | $483.6K | 0.05% | +66+0.4% | Added |
| Mark Stevens | 16,863 | $483.8K | 0.06% | +1,208+7.7% | Added |
| Websterrogers Financial Advisors, LLC | 16,903 | $485.0K | 0.21% | +211+1.3% | Added |
| Ssi Investment Management LLC | 16,942 | $486.1K | 0.03% | −2,395−12.4% | Reduced |
| Delta Asset Management LLC | 16,947 | $486.2K | 0.05% | −950−5.3% | Reduced |
| WESPAC Advisors, LLC | 16,967 | $486.8K | 0.39% | +2,001+13.4% | Added |
| Pointe Capital Management LLC | 17,110 | $490.9K | 0.37% | +183+1.1% | Added |
| Addison Capital Co | 17,174 | $492.0K | 0.35% | 00.0% | Unchanged |
| Key Financial Inc | 17,152 | $492.1K | 0.16% | −108−0.6% | Reduced |
| Acorn Financial Advisory Services Inc | 17,194 | $493.3K | 0.09% | +2,063+13.6% | Added |
| Navellier & Associates Inc | 17,200 | $493.5K | 0.10% | +900+5.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,255 | $495.1K | 0.12% | −1,364−7.3% | Reduced |
| Traynor Capital Management, Inc. | 17,278 | $495.7K | 0.06% | −41−0.2% | Reduced |
| Silverlake Wealth Management LLC | 17,317 | $496.8K | 0.28% | +172+1.0% | Added |
| Consolidated Portfolio Review Corp | 17,318 | $496.9K | 0.12% | −427−2.4% | Reduced |
| AllSquare Wealth Management LLC | 17,660 | $499.1K | 0.32% | 00.0% | Unchanged |
| James Hambro & Partners | 17,413 | $499.7K | 0.03% | +1,490+9.4% | Added |
| Tradewinds, LLC. | 17,456 | $500.8K | 0.30% | +327+1.9% | Added |
| Carl P. Sherr & Co., LLC | 17,457 | $500.8K | 0.33% | +1,073+6.5% | Added |
| Copperwynd Financial, LLC | 17,470 | $501.2K | 0.23% | +1,053+6.4% | Added |
| KMG Fiduciary Partners, LLC | 17,470 | $501.2K | 0.06% | +3,683+26.7% | Added |
| Day & Ennis, LLC | 17,498 | $502.0K | 0.19% | 00.0% | Unchanged |
| LifePro Asset Management | 17,555 | $503.7K | 0.39% | −444−2.5% | Reduced |
| Cyrus J. Lawrence, LLC | 17,670 | $506.0K | 0.15% | −500−2.8% | Reduced |
| Firethorn Wealth Partners, LLC | 17,661 | $506.7K | 0.38% | +199+1.1% | Added |
| Verum Partners LLC | 17,671 | $507.0K | 0.46% | +8,943+102.5% | Added |
| Enterprise Financial Services Corp | 17,721 | $508.4K | 0.32% | +1,062+6.4% | Added |
| Abound Wealth Management | 17,764 | $509.7K | 0.21% | +346+2.0% | Added |
| American Trust | 17,779 | $510.1K | 0.04% | −830−4.5% | Reduced |
| Selective Wealth Management, Inc. | 17,823 | $510.8K | 0.25% | +17,823 | New |
| Clear Investment Research, LLC | 17,842 | $511.9K | 0.86% | +145+0.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,868 | $512.6K | 0.07% | +986+5.8% | Added |
| WNY Asset Management, LLC | 17,869 | $512.7K | 0.11% | +10+0.1% | Added |
| Provence Wealth Management Group | 17,899 | $513.5K | 0.30% | +41+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 17,900 | $513.6K | 0.00% | +4,612+34.7% | Added |
| Wealthstar Advisors, LLC | 17,921 | $514.2K | 0.22% | +109+0.6% | Added |
| MSH Capital Advisors LLC | 17,971 | $515.6K | 0.19% | +50.0% | Added |
| Guardian Capital Advisors LP | 17,580 | $516.1K | 0.06% | +1,060+6.4% | Added |
| Rational Advisors LLC | 18,005 | $516.6K | 0.04% | +16,791+1,383.1% | Added |
| Waddell & Associates, LLC | 18,018 | $516.9K | 0.08% | −3,458−16.1% | Reduced |
| Tranquility Partners, LLC | 18,034 | $517.4K | 0.22% | +1,426+8.6% | Added |
| Bank of Hawaii | 18,040 | $517.6K | 0.03% | −5,424−23.1% | Reduced |
| SkyView Investment Advisors, LLC | 18,117 | $520.0K | 0.13% | +482+2.7% | Added |
| Marble Harbor Investment Counsel, LLC | 18,175 | $521.5K | 0.07% | 00.0% | Unchanged |
| Fca Corp | 18,184 | $521.7K | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 18,200 | $522.2K | 0.29% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 18,234 | $523.1K | 0.35% | +50+0.3% | Added |
| BlueCrest Capital Management Ltd | 18,255 | $523.7K | 0.07% | +18,255 | New |
| Lathrop Investment Management Corp | 18,255 | $524.0K | 0.11% | −320−1.7% | Reduced |
| Terril Brothers, Inc. | 18,279 | $524.4K | 0.23% | +229+1.3% | Added |
| Cheviot Value Management, LLC | 18,372 | $527.1K | 0.11% | 00.0% | Unchanged |
| Patten Group, Inc. | 18,373 | $527.1K | 0.15% | −589−3.1% | Reduced |
| Wealth Advisors, Inc. | 18,037 | $529.6K | 0.23% | −2,401−11.7% | Reduced |
| Westhampton Capital, LLC | 18,504 | $530.9K | 0.34% | 00.0% | Unchanged |
| Geller Advisors LLC | 18,530 | $531.6K | 0.07% | +2,717+17.2% | Added |
| Summit Global Investments | 18,550 | $532.0K | 0.04% | +18,550 | New |
| Whitener Capital Management, Inc. | 18,568 | $532.7K | 0.20% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 18,627 | $534.4K | 0.00% | −216−1.1% | Reduced |
| Bennett Selby Investments LP | 18,636 | $534.7K | 0.31% | +151+0.8% | Added |
| TAGStone Capital, Inc. | 18,655 | $535.0K | 0.39% | +23+0.1% | Added |
| Pin Oak Investment Advisors Inc | 18,676 | $536.0K | 0.59% | −416−2.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 18,740 | $537.7K | 0.12% | +699+3.9% | Added |
| New Republic Capital, LLC | 18,750 | $537.9K | 0.37% | +1,235+7.1% | Added |
| Clear Street Markets LLC | 18,760 | $538.0K | 0.22% | −7,130−27.5% | Reduced |
| Lansing Street Advisors | 18,774 | $538.6K | 0.31% | +167+0.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $540.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 18,848 | $540.7K | 0.19% | +3,073+19.5% | Added |
| Ignite Planners, LLC | 18,980 | $541.5K | 0.21% | +1,982+11.7% | Added |
| Foster Victor Wealth Advisors, LLC | 18,668 | $542.9K | 0.06% | +554+3.1% | Added |
| Sweet Financial Partners, LLC | 18,935 | $543.2K | 0.14% | −700−3.6% | Reduced |
| Founders Capital Management, LLC | 18,942 | $543.4K | 0.12% | −30.0% | Reduced |
| Hall Capital Management Co Inc | 18,955 | $543.8K | 0.31% | +2,340+14.1% | Added |
| Industrial Alliance Investment Management Inc. | 18,980 | $545.0K | 0.29% | −801,272−97.7% | Reduced |
| Ascent Group, LLC | 17,435 | $545.2K | 0.06% | −28,580−62.1% | Reduced |
| O'Rourke & Company, Inc | 19,042 | $546.0K | 0.38% | −499−2.6% | Reduced |
| MRP Capital Investments, LLC | 19,033 | $546.1K | 0.53% | −1,050−5.2% | Reduced |
| Staley Capital Advisers Inc | 19,091 | $547.7K | 0.03% | +49+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 19,139 | $549.1K | 0.12% | +7,403+63.1% | Added |
| Triumph Capital Management | 19,180 | $550.3K | 0.25% | +6,807+55.0% | Added |
| SOA Wealth Advisors, LLC. | 19,188 | $550.5K | 0.13% | −78−0.4% | Reduced |
| SlateStone Wealth, LLC | 19,255 | $552.0K | 0.10% | −986−4.9% | Reduced |
| Keel Point, LLC | 19,449 | $558.0K | 0.07% | +1,061+5.8% | Added |
| Marshall Financial Group LLC | 19,473 | $558.7K | 0.19% | −2,288−10.5% | Reduced |
| Enterprise Bank & Trust Co | 19,495 | $559.3K | 0.21% | +5,563+39.9% | Added |
| Virtue Capital Management, LLC | 19,236 | $559.4K | 0.10% | −117−0.6% | Reduced |
| Kearns & Associates LLC | 19,500 | $559.5K | 0.51% | 00.0% | Unchanged |
| AXS Investments LLC | 19,522 | $560.1K | 0.15% | +1,528+8.5% | Added |
| Cyndeo Wealth Partners, LLC | 19,614 | $562.7K | 0.06% | −478−2.4% | Reduced |
| Vaughan David Investments LLC | 19,616 | $563.0K | 0.02% | +117+0.6% | Added |
| Investors Research Corp | 19,643 | $563.6K | 0.14% | −100−0.5% | Reduced |
| Liberty Wealth Management LLC | 19,665 | $564.2K | 0.14% | −2,808−12.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,670 | $564.3K | 0.09% | +400+2.1% | Added |
| Northern Financial Advisors Inc | 19,729 | $566.0K | 0.50% | −1,856−8.6% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $568.0K | 0.43% | 00.0% | Unchanged |