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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 83,899 | $2.41M | 0.23% | −9,980−10.6% | Reduced |
| Legato Capital Management LLC | 83,844 | $2.41M | 0.33% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 83,835 | $2.41M | 1.21% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 83,831 | $2.41M | 0.08% | +6,749+8.8% | Added |
| Insigneo Advisory Services, LLC | 83,831 | $2.41M | 0.46% | +56,827+210.4% | Added |
| Birmingham Capital Management Co Inc | 83,752 | $2.40M | 1.01% | −3,300−3.8% | Reduced |
| Modera Wealth Management, LLC | 83,615 | $2.40M | 0.04% | +27,076+47.9% | Added |
| Tower Bridge Advisors | 83,517 | $2.40M | 0.22% | +7,498+9.9% | Added |
| Lincoln Capital Corp | 83,230 | $2.39M | 1.22% | −12,491−13.0% | Reduced |
| Citizens Business Bank | 82,948 | $2.38M | 0.53% | −1,679−2.0% | Reduced |
| Trust Asset Management LLC | 82,806 | $2.38M | 0.25% | 00.0% | Unchanged |
| Burton Enright Welch | 82,758 | $2.37M | 0.74% | −7,327−8.1% | Reduced |
| Stock Yards Bank & Trust Co | 82,745 | $2.37M | 0.09% | +7,031+9.3% | Added |
| Triangle Securities Wealth Management | 82,677 | $2.37M | 0.82% | +236+0.3% | Added |
| Affinity Investment Advisors, LLC | 82,397 | $2.36M | 1.37% | −8,152−9.0% | Reduced |
| Coldstream Capital Management Inc | 82,174 | $2.36M | 0.07% | −4,198−4.9% | Reduced |
| Western Wealth Management, LLC | 81,572 | $2.34M | 0.20% | −4,186−4.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 81,381 | $2.33M | 0.77% | +16,954+26.3% | Added |
| Brookmont Capital Management | 81,112 | $2.33M | 1.40% | +90+0.1% | Added |
| Duality Advisers, LP | 80,720 | $2.32M | 0.29% | −23,585−22.6% | Reduced |
| Empire Financial Management Company, LLC | 80,633 | $2.31M | 0.92% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 80,563 | $2.31M | 0.36% | −114,830−58.8% | Reduced |
| ARGA Investment Management, LP | 80,434 | $2.31M | 0.08% | −30,699−27.6% | Reduced |
| Davis Investment Partners, LLC | 72,775 | $2.31M | 1.10% | −986−1.3% | Reduced |
| Hiddenite Capital Partners LP | 80,000 | $2.30M | 2.95% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 79,961 | $2.29M | 1.81% | −280−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 79,917 | $2.29M | 0.09% | +2,483+3.2% | Added |
| Spire Wealth Management | 79,803 | $2.29M | 0.08% | −8,175−9.3% | Reduced |
| Comerica Securities,inc. | 79,777 | $2.29M | 0.16% | −4,328−5.1% | Reduced |
| Institute for Wealth Management, LLC. | 79,776 | $2.29M | 0.41% | +3,357+4.4% | Added |
| Alaska Permanent Fund Corp | 79,700 | $2.29M | 0.04% | +79,700 | New |
| Brookstone Capital Management | 80,088 | $2.28M | 0.05% | −20,567−20.4% | Reduced |
| Formidable Asset Management, LLC | 79,347 | $2.28M | 0.50% | −1,357−1.7% | Reduced |
| Parcion Private Wealth LLC | 79,209 | $2.27M | 0.23% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 78,767 | $2.26M | 0.74% | +1,212+1.6% | Added |
| Brighton Jones LLC | 78,588 | $2.25M | 0.11% | +6,488+9.0% | Added |
| Heritage Trust Co | 78,452 | $2.25M | 0.33% | +376+0.5% | Added |
| Cordatus Wealth Management LLC | 77,946 | $2.24M | 0.84% | +77,946 | New |
| Eagle Capital Management LLC | 77,700 | $2.23M | 0.01% | +10,550+15.7% | Added |
| Snider Financial Group | 77,553 | $2.23M | 1.06% | +2,963+4.0% | Added |
| Cohen Lawrence B | 77,290 | $2.22M | 1.42% | −8,573−10.0% | Reduced |
| Saber Capital Managment, LLC | 77,129 | $2.21M | 3.62% | −321−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 76,497 | $2.19M | 0.88% | +70,910+1,269.2% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $2.19M | 0.27% | −76,472−50.1% | Reduced |
| Grove Bank & Trust | 75,992 | $2.18M | 0.44% | −308−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 75,913 | $2.18M | 0.03% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 75,482 | $2.17M | 0.50% | −30,056−28.5% | Reduced |
| Efg Capital International Corp. | 75,482 | $2.17M | 0.50% | +75,482 | New |
| Meitav Dash Investments Ltd | 75,885 | $2.16M | 0.02% | +6,475+9.3% | Added |
| Capital Analysts, LLC | 75,226 | $2.16M | 0.12% | +1,448+2.0% | Added |
| PCJ Investment Counsel Ltd. | 75,000 | $2.15M | 0.91% | +56,300+301.1% | Added |
| Alpha DNA Investment Management LLC | 74,656 | $2.14M | 1.21% | +44,245+145.5% | Added |
| Y.D. More Investments Ltd | 74,537 | $2.14M | 0.54% | +68,220+1,079.9% | Added |
| Norris Financial Group, LLC | 74,504 | $2.14M | 1.48% | +49,188+194.3% | Added |
| Golden State Equity Partners | 74,352 | $2.13M | 0.60% | +13,647+22.5% | Added |
| Charter Research & Investment Group, Inc. | 74,341 | $2.13M | 1.77% | +380+0.5% | Added |
| Bessemer Securities LLC | 74,318 | $2.13M | 1.42% | −52,400−41.4% | Reduced |
| Ballentine Partners, LLC | 74,190 | $2.13M | 0.05% | −743−1.0% | Reduced |
| Studio Investment Management LLC | 74,140 | $2.13M | 0.60% | +5,375+7.8% | Added |
| Gladstone Institutional Advisory LLC | 74,132 | $2.13M | 0.13% | +4,476+6.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.12M | 0.76% | 00.0% | Unchanged |
| Cullinan Associates Inc | 73,897 | $2.12M | 0.12% | −4,411−5.6% | Reduced |
| Citizens Financial Group Inc | 73,861 | $2.12M | 0.08% | −23,877−24.4% | Reduced |
| Checchi Capital Advisers, LLC | 73,560 | $2.11M | 0.19% | +664+0.9% | Added |
| Meridian Wealth Advisors, LLC | 73,402 | $2.11M | 0.51% | −888−1.2% | Reduced |
| Abbrea Capital, LLC | 73,261 | $2.10M | 0.32% | +915+1.3% | Added |
| Jaffetilchin Investment Partners, LLC | 73,150 | $2.10M | 0.22% | −10,935−13.0% | Reduced |
| NewEdge Wealth, LLC | 73,129 | $2.10M | 0.07% | −2,972−3.9% | Reduced |
| EagleClaw Capital Managment, LLC | 72,898 | $2.09M | 0.48% | −18,595−20.3% | Reduced |
| First Dallas Securities Inc. | 72,815 | $2.09M | 1.17% | −13,353−15.5% | Reduced |
| Mystic Asset Management, Inc. | 72,649 | $2.08M | 1.12% | −289−0.4% | Reduced |
| Culbertson A N & Co Inc | 72,437 | $2.08M | 0.40% | +6,950+10.6% | Added |
| Cornercap Investment Counsel Inc | 72,366 | $2.08M | 0.36% | −2,902−3.9% | Reduced |
| 9258 Wealth Management, LLC | 72,360 | $2.08M | 0.39% | −906−1.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 72,357 | $2.08M | 0.68% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 72,122 | $2.07M | 0.71% | −1,835−2.5% | Reduced |
| Desjardins Global Asset Management Inc. | 71,631 | $2.06M | 0.24% | +6,416+9.8% | Added |
| Massachusetts Wealth Management | 71,536 | $2.05M | 1.96% | +1,350+1.9% | Added |
| Nwam LLC | 71,048 | $2.04M | 0.17% | −315−0.4% | Reduced |
| Imprint Wealth LLC | 69,878 | $2.04M | 1.28% | +3,725+5.6% | Added |
| SeaBridge Investment Advisors LLC | 70,832 | $2.03M | 0.67% | −1,742−2.4% | Reduced |
| Carolinas Wealth Consulting LLC | 70,646 | $2.03M | 0.40% | −371−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 70,623 | $2.03M | 1.02% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 70,537 | $2.02M | 0.25% | −34,613−32.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 70,420 | $2.02M | 0.25% | +11,767+20.1% | Added |
| Old National Bancorp | 70,329 | $2.02M | 0.06% | −19,955−22.1% | Reduced |
| Holderness Investments Co | 70,241 | $2.02M | 0.74% | −786−1.1% | Reduced |
| Lodestone Wealth Management LLC | 70,198 | $2.01M | 1.39% | −4,022−5.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 64,321 | $2.01M | 0.33% | +18,189+39.4% | Added |
| ABN AMRO Bank N.V. | 69,891 | $2.01M | 0.04% | −5,080,333−98.6% | Reduced |
| Graypoint LLC | 69,737 | $2.00M | 0.20% | −570−0.8% | Reduced |
| Sunbelt Securities, Inc. | 69,070 | $1.98M | 0.28% | +933+1.4% | Added |
| Exchange Capital Management, Inc. | 68,919 | $1.98M | 0.37% | −845−1.2% | Reduced |
| Hourglass Capital, LLC | 68,790 | $1.97M | 0.69% | +6,500+10.4% | Added |
| Atomi Financial Group, Inc. | 68,729 | $1.97M | 0.90% | +2,536+3.8% | Added |
| Corrado Advisors, LLC | 68,593 | $1.97M | 1.38% | +2,275+3.4% | Added |
| Sit Investment Associates Inc | 68,570 | $1.97M | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 68,328 | $1.96M | 0.29% | +29,982+78.2% | Added |
| Beacon Investment Advisors LLC | 68,186 | $1.96M | 1.34% | −1,518−2.2% | Reduced |
| Cobblestone Capital Advisors LLC | 68,123 | $1.95M | 0.14% | −3,155−4.4% | Reduced |