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
- 2,651
- +9 vs. Q1 2023
- Shares held
- 5.51B
- +1.02M (0.0%) vs. Q1 2023
- Total value
- $158.0B
- +$496.2M (+0.3%) vs. Q1 2023
- New holders
- 147
- 1,074 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 |
|---|---|---|---|---|---|
| Channing Capital Management, LLC | 103,081 | $2.96M | 0.09% | −142,524−58.0% | Reduced |
| Steel Peak Wealth Management LLC | 103,016 | $2.96M | 0.18% | −58,664−36.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 102,960 | $2.95M | 0.18% | +17,664+20.7% | Added |
| Abbot Financial Management, Inc. | 102,556 | $2.94M | 1.89% | −1,640−1.6% | Reduced |
| Oliver Luxxe Assets LLC | 102,429 | $2.94M | 0.73% | −216−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 101,571 | $2.91M | 0.47% | +4,641+4.8% | Added |
| AlphaCore Capital LLC | 101,370 | $2.91M | 0.47% | +52,911+109.2% | Added |
| 1st Source Bank | 101,171 | $2.90M | 0.19% | −2,598−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 101,156 | $2.90M | 0.26% | −3,951−3.8% | Reduced |
| Parallel Advisors, LLC | 100,934 | $2.90M | 0.09% | +9,518+10.4% | Added |
| DoubleLine ETF Adviser LP | 100,653 | $2.89M | 1.07% | +10,043+11.1% | Added |
| AMG National Trust Bank | 100,493 | $2.88M | 0.10% | −70,435−41.2% | Reduced |
| Advent Capital Management | 100,000 | $2.87M | 0.06% | +100,000 | New |
| Quattro Financial Advisors LLC | 100,000 | $2.87M | 1.14% | +100,000 | New |
| Connectus Wealth, LLC | 99,714 | $2.86M | 0.07% | −39,000−28.1% | Reduced |
| Apollon Wealth Management, LLC | 99,714 | $2.86M | 0.14% | +2,497+2.6% | Added |
| Sumitomo Life Insurance Co | 99,688 | $2.86M | 0.13% | −8,063−7.5% | Reduced |
| World Equity Group, Inc. | 99,186 | $2.85M | 0.84% | +93,883+1,770.4% | Added |
| Slagle Financial, LLC | 98,975 | $2.84M | 1.77% | +98,975 | New |
| Asset Dedication, LLC | 98,781 | $2.83M | 0.24% | +3,739+3.9% | Added |
| Bridgecreek Investment Management, LLC | 98,000 | $2.81M | 0.54% | +43,500+79.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 97,976 | $2.81M | 0.02% | −42,862−30.4% | Reduced |
| Pegasus Asset Management, Inc. | 97,824 | $2.81M | 1.25% | −1,007−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 97,483 | $2.80M | 0.28% | +1,334+1.4% | Added |
| Ami Investment Management Inc | 97,396 | $2.79M | 1.24% | −2,009−2.0% | Reduced |
| Pinnacle Bancorp, Inc. | 96,984 | $2.78M | 0.95% | +1,475+1.5% | Added |
| Meridian Investment Counsel Inc. | 96,741 | $2.78M | 0.99% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 96,499 | $2.77M | 1.50% | +1,506+1.6% | Added |
| IFP Advisors, Inc | 123,695 | $2.76M | 0.14% | −14,317−10.4% | Reduced |
| Plimoth Trust Co LLC | 95,882 | $2.75M | 0.82% | +9,550+11.1% | Added |
| Forum Financial Management, LP | 95,712 | $2.75M | 0.06% | +4,163+4.5% | Added |
| DFPG Investments, LLC | 86,945 | $2.74M | 0.25% | +33,068+61.4% | Added |
| Gleason Group, Inc. | 95,202 | $2.73M | 0.71% | +138+0.1% | Added |
| Goelzer Investment Management, Inc. | 94,638 | $2.72M | 0.23% | −391−0.4% | Reduced |
| Coastline Trust Co | 94,615 | $2.71M | 0.38% | −70,310−42.6% | Reduced |
| Cumberland Partners Ltd | 94,579 | $2.71M | 0.25% | −4,286−4.3% | Reduced |
| ProVise Management Group, LLC | 94,509 | $2.71M | 0.25% | +4,371+4.8% | Added |
| Hollencrest Capital Management | 94,132 | $2.70M | 0.28% | +681+0.7% | Added |
| Wellington Shields Capital Management, LLC | 94,114 | $2.70M | 0.33% | +1,108+1.2% | Added |
| Cipher Capital LP | 93,777 | $2.69M | 0.46% | +66,170+239.7% | Added |
| Bank of New Hampshire | 93,751 | $2.69M | 0.77% | −427−0.5% | Reduced |
| Mirabella Financial Services LLP | 93,532 | $2.68M | 0.31% | +93,532 | New |
| Long Focus Capital Management, LLC | 93,000 | $2.67M | 0.40% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92,993 | $2.67M | 0.13% | +10,645+12.9% | Added |
| RSM US Wealth Management LLC | 92,652 | $2.66M | 0.09% | +642+0.7% | Added |
| Cunning Capital Partners, LP | 0 | $2.65M | 1.68% | −92,515−100.0% | Reduced |
| Princeton Global Asset Management LLC | 92,223 | $2.65M | 0.77% | −5,021−5.2% | Reduced |
| Cutler Group LP | 92,201 | $2.65M | 0.62% | −50,125−35.2% | Reduced |
| Silvercrest Asset Management Group LLC | 91,896 | $2.64M | 0.02% | +2,532+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 91,874 | $2.64M | 0.10% | +6,470+7.6% | Added |
| Plancorp, LLC | 91,600 | $2.63M | 0.14% | −10,197−10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 91,598 | $2.63M | 0.22% | −6,276−6.4% | Reduced |
| Horizon Investments, LLC | 91,312 | $2.62M | 0.08% | +5,037+5.8% | Added |
| Aaron Wealth Advisors | 91,114 | $2.61M | 0.34% | +774+0.9% | Added |
| Trivant Custom Portfolio Group, LLC | 91,072 | $2.61M | 1.84% | +1,863+2.1% | Added |
| Campbell Newman Asset Management Inc | 90,850 | $2.61M | 0.23% | 00.0% | Unchanged |
| Burns J W & Co Inc | 90,829 | $2.61M | 0.42% | −30,625−25.2% | Reduced |
| Anchor Investment Management, LLC | 90,665 | $2.60M | 0.33% | +1,688+1.9% | Added |
| Park Avenue Securities LLC | 90,497 | $2.60M | 0.04% | −25,241−21.8% | Reduced |
| Wright Investors Service Inc | 90,424 | $2.59M | 0.73% | −1,534−1.7% | Reduced |
| Verdence Capital Advisors LLC | 90,414 | $2.59M | 0.30% | −4,377−4.6% | Reduced |
| HBK Sorce Advisory LLC | 90,361 | $2.59M | 0.11% | −3,158−3.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 90,268 | $2.59M | 0.48% | +5,611+6.6% | Added |
| Private Trust Co NA | 90,037 | $2.58M | 0.33% | +2,322+2.6% | Added |
| Clarius Group, LLC | 90,035 | $2.58M | 0.20% | −6,706−6.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89,917 | $2.58M | 0.17% | −37,164−29.2% | Reduced |
| K.J. Harrison & Partners Inc | 90,039 | $2.57M | 0.47% | −23,201−20.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 89,536 | $2.57M | 1.11% | −7,900−8.1% | Reduced |
| BancorpSouth Bank | 89,526 | $2.57M | 0.22% | −827−0.9% | Reduced |
| Game Creek Capital, LP | 89,500 | $2.57M | 1.70% | −18,250−16.9% | Reduced |
| Senvest Management, LLC | 89,207 | $2.56M | 0.08% | −35,793−28.6% | Reduced |
| Ronald Blue Trust, Inc. | 89,095 | $2.55M | 0.04% | −9,731−9.8% | Reduced |
| Advisors Capital Management, LLC | 88,471 | $2.54M | 0.06% | −7,633−7.9% | Reduced |
| Independent Financial Group, LLC | 88,434 | $2.54M | 0.18% | −6,098−6.5% | Reduced |
| Brick & Kyle, Associates | 86,756 | $2.52M | 1.35% | +2,752+3.3% | Added |
| Mirador Capital Partners LP | 87,593 | $2.51M | 0.60% | −100,266−53.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 87,549 | $2.51M | 1.12% | +87,549 | New |
| American Assets Inc | 87,500 | $2.51M | 1.14% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 249,619 | $2.51M | 0.34% | −7,172−2.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.48M | 0.36% | 00.0% | Unchanged |
| Profund Advisors LLC | 86,167 | $2.47M | 0.13% | −3,431−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 86,115 | $2.47M | 0.27% | −9,745−10.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 86,135 | $2.47M | 0.08% | +3,437+4.2% | Added |
| Banco de Sabadell, S.A | 86,102 | $2.47M | 1.99% | −2,985−3.4% | Reduced |
| Guardian Investment Management | 85,979 | $2.47M | 2.12% | −69,050−44.5% | Reduced |
| Eagle Asset Management Inc | 85,926 | $2.47M | 0.01% | +9,477+12.4% | Added |
| Gries Financial LLC | 85,894 | $2.46M | 0.68% | +85,894 | New |
| Mutual Advisors, LLC | 85,578 | $2.46M | 0.09% | +17,669+26.0% | Added |
| Financial Counselors Inc | 85,473 | $2.45M | 0.05% | −2,046−2.3% | Reduced |
| Berkshire Bank | 85,161 | $2.44M | 0.67% | −438−0.5% | Reduced |
| Cigna Investments Inc | 84,928 | $2.44M | 0.45% | −747−0.9% | Reduced |
| Beaton Management Co. Inc. | 84,909 | $2.44M | 1.54% | −550−0.6% | Reduced |
| Exeter Financial, LLC | 83,942 | $2.44M | 1.26% | +6,250+8.0% | Added |
| Levin Capital Strategies, L.P. | 84,820 | $2.43M | 0.28% | −57,400−40.4% | Reduced |
| Inscription Capital, LLC | 84,717 | $2.43M | 0.76% | −7,337−8.0% | Reduced |
| Pitcairn Co | 84,581 | $2.43M | 0.20% | −8,340−9.0% | Reduced |
| Beaumont Financial Advisors, LLC | 84,560 | $2.43M | 0.23% | +140+0.2% | Added |
| AFS Financial Group, LLC | 84,412 | $2.42M | 1.57% | −192−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 84,174 | $2.41M | 0.85% | −4,200−4.8% | Reduced |
| Mount Vernon Associates Inc | 84,119 | $2.41M | 2.56% | +200+0.2% | Added |