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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 68,054 | $1.95M | 0.58% | +5,920+9.5% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $1.94M | 0.09% | 00.0% | Unchanged |
| HAP Trading, LLC | 67,249 | $1.93M | 0.54% | −48,025−41.7% | Reduced |
| AIA Group Ltd | 67,187 | $1.93M | 0.09% | +46,558+225.7% | Added |
| Piscataqua Savings Bank | 67,129 | $1.93M | 1.58% | −855−1.3% | Reduced |
| Wunderlich Capital Managemnt | 66,976 | $1.92M | 0.94% | +3,140+4.9% | Added |
| Neville Rodie & Shaw Inc | 66,826 | $1.92M | 0.16% | −1,900−2.8% | Reduced |
| FengHe Fund Management Pte. Ltd. | 66,500 | $1.91M | 0.38% | 00.0% | Unchanged |
| Viawealth, LLC | 66,361 | $1.90M | 1.42% | −51−0.1% | Reduced |
| Belpointe Asset Management LLC | 66,101 | $1.90M | 0.20% | −73,224−52.6% | Reduced |
| SeaCrest Wealth Management, LLC | 65,717 | $1.89M | 0.24% | −249−0.4% | Reduced |
| Connolly Sarah T. | 65,685 | $1.88M | 1.14% | −1,573−2.3% | Reduced |
| Vanguard Capital Wealth Advisors | 65,611 | $1.88M | 1.71% | +9,178+16.3% | Added |
| Summit Trail Advisors, LLC | 65,125 | $1.87M | 0.07% | +13,385+25.9% | Added |
| Hudson Bay Capital Management LP | 65,000 | $1.86M | 0.02% | −1,995,000−96.8% | Reduced |
| Qtron Investments LLC | 64,993 | $1.86M | 0.35% | −3,751−5.5% | Reduced |
| American State Bank (Iowa) | 64,786 | $1.86M | 1.29% | −304−0.5% | Reduced |
| Private Wealth Partners, LLC | 64,763 | $1.86M | 0.17% | −14,106−17.9% | Reduced |
| Convergence Investment Partners, LLC | 64,562 | $1.85M | 1.06% | +45,127+232.2% | Added |
| Cohen Investment Advisors LLC | 64,551 | $1.85M | 1.49% | −9,955−13.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 63,845 | $1.83M | 0.72% | +2,947+4.8% | Added |
| Zions Bancorporation, N.A. | 63,665 | $1.83M | 0.15% | −4,741−6.9% | Reduced |
| Argent Advisors, Inc. | 63,389 | $1.82M | 0.83% | +3,850+6.5% | Added |
| Compton Wealth Advisory Group, LLC | 63,375 | $1.82M | 0.61% | −1,718−2.6% | Reduced |
| Stonebridge Capital Advisors LLC | 63,163 | $1.81M | 0.19% | +4,023+6.8% | Added |
| Focus Financial Network, Inc. | 62,748 | $1.80M | 0.10% | −3,689−5.6% | Reduced |
| Foundations Investment Advisors, LLC | 62,275 | $1.79M | 0.06% | +22,078+54.9% | Added |
| Howland Capital Management LLC | 62,109 | $1.78M | 0.10% | −1,372−2.2% | Reduced |
| CMG Global Holdings, LLC | 61,982 | $1.78M | 1.45% | +21,143+51.8% | Added |
| Hexagon Capital Partners LLC | 61,941 | $1.78M | 0.47% | +4,571+8.0% | Added |
| Shorepoint Capital Partners LLC | 61,923 | $1.78M | 0.50% | +8,313+15.5% | Added |
| FLC Capital Advisors | 61,860 | $1.77M | 0.52% | +14,426+30.4% | Added |
| Nixon Peabody Trust Co | 61,674 | $1.77M | 1.43% | −19,274−23.8% | Reduced |
| Jmac Enterprises LLC | 61,472 | $1.76M | 0.44% | +12,837+26.4% | Added |
| Alaethes Wealth LLC | 61,387 | $1.76M | 0.97% | +3,550+6.1% | Added |
| Wulff, Hansen & Co. | 61,298 | $1.76M | 1.97% | −345−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 61,081 | $1.75M | 0.32% | −67,975−52.7% | Reduced |
| McDonald Partners LLC | 60,888 | $1.75M | 0.53% | +11,078+22.2% | Added |
| Cumberland Advisors Inc | 60,800 | $1.74M | 0.80% | 00.0% | Unchanged |
| Csenge Advisory Group | 60,755 | $1.74M | 0.12% | −1,991−3.2% | Reduced |
| Credit Agricole S A | 60,299 | $1.73M | 0.06% | +12,943+27.3% | Added |
| First City Capital Management, Inc. | 60,197 | $1.73M | 1.02% | −1,057−1.7% | Reduced |
| Brady Family Wealth, LLC | 60,165 | $1.73M | 0.64% | +72+0.1% | Added |
| Blue Fin Capital, Inc. | 60,063 | $1.72M | 0.49% | +12,618+26.6% | Added |
| Gs Investments, Inc. | 59,906 | $1.72M | 0.94% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 59,185 | $1.70M | 0.45% | −2,699−4.4% | Reduced |
| Coombe, Bender & Co LLC | 59,074 | $1.69M | 1.24% | +6,570+12.5% | Added |
| Advisor OS, LLC | 58,930 | $1.69M | 0.28% | +15,262+35.0% | Added |
| Sandy Spring Bank | 58,909 | $1.69M | 0.09% | +783+1.3% | Added |
| FineMark National Bank & Trust | 58,890 | $1.69M | 0.07% | +3,974+7.2% | Added |
| Hudson Canyon Capital Management | 58,876 | $1.69M | 1.33% | +2,146+3.8% | Added |
| Retirement Planning Co of New England, Inc. | 58,863 | $1.69M | 0.97% | +95+0.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 58,854 | $1.69M | 0.08% | +1,276+2.2% | Added |
| Vision Capital Management, Inc. | 58,813 | $1.69M | 0.29% | +112+0.2% | Added |
| Thomasville National Bank | 58,725 | $1.68M | 0.16% | −872−1.5% | Reduced |
| Ionic Capital Management LLC | 58,534 | $1.68M | 0.68% | +3,459+6.3% | Added |
| Souders Financial Advisors | 58,148 | $1.67M | 0.32% | +3,193+5.8% | Added |
| Columbia Trust Co 01012016 | 58,086 | $1.67M | 0.94% | +2,647+4.8% | Added |
| Clearstead Advisors, LLC | 58,015 | $1.66M | 0.10% | +328+0.6% | Added |
| Am Investment Strategies LLC | 58,000 | $1.66M | 0.52% | +785+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 57,993 | $1.66M | 0.22% | +3,577+6.6% | Added |
| Jeppson Wealth Management, LLC | 57,911 | $1.66M | 0.72% | −3,084−5.1% | Reduced |
| LJI Wealth Management, LLC | 57,867 | $1.66M | 0.48% | −2,794−4.6% | Reduced |
| RFG Advisory, LLC | 57,848 | $1.66M | 0.07% | +8,868+18.1% | Added |
| D L Carlson Investment Group Inc | 57,813 | $1.66M | 0.32% | −71,651−55.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 57,691 | $1.66M | 1.44% | +14,240+32.8% | Added |
| Quadrant Capital Group LLC | 57,060 | $1.64M | 0.16% | −2,112−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 56,994 | $1.64M | 0.15% | +18,528+48.2% | Added |
| Chicago Partners Investment Group LLC | 52,072 | $1.62M | 0.08% | −14,836−22.2% | Reduced |
| Naviter Wealth, LLC | 56,541 | $1.62M | 0.41% | +10,606+23.1% | Added |
| Washington Trust Bank | 56,452 | $1.62M | 0.17% | −262,990−82.3% | Reduced |
| Poehling Capital Management, LLC | 56,396 | $1.62M | 0.55% | −1,317−2.3% | Reduced |
| Abacus Planning Group, Inc. | 56,371 | $1.62M | 0.39% | −697−1.2% | Reduced |
| Kennedy Investment Group | 56,288 | $1.61M | 0.95% | −887−1.6% | Reduced |
| Hartford Financial Management Inc. | 56,249 | $1.61M | 0.40% | +4,912+9.6% | Added |
| Smith Shellnut Wilson LLC | 56,220 | $1.61M | 0.91% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 56,139 | $1.61M | 1.25% | +10,302+22.5% | Added |
| Claro Advisors LLC | 55,969 | $1.61M | 0.40% | −163−0.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 55,956 | $1.61M | 0.50% | +237+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 55,941 | $1.60M | 0.23% | +2,570+4.8% | Added |
| Carson Advisory Inc. | 55,822 | $1.60M | 1.35% | −668−1.2% | Reduced |
| First Business Financial Services, Inc. | 55,705 | $1.60M | 0.20% | +357+0.6% | Added |
| Capital Asset Advisory Services LLC | 54,900 | $1.60M | 0.11% | +2,383+4.5% | Added |
| Lake Street Financial LLC | 55,586 | $1.59M | 0.28% | −267−0.5% | Reduced |
| Tempus Wealth Planning, LLC | 55,528 | $1.59M | 0.72% | −160.0% | Reduced |
| Greytown Advisors Inc. | 55,354 | $1.59M | 0.86% | +135+0.2% | Added |
| Virtu Financial LLC | 55,266 | $1.59M | 0.12% | +55,266 | New |
| GM Advisory Group, Inc. | 55,190 | $1.58M | 0.13% | −12,400−18.3% | Reduced |
| Sabal Trust CO | 55,151 | $1.58M | 0.10% | +55,151 | New |
| Buckingham Strategic Partners | 54,963 | $1.58M | 0.09% | +10,535+23.7% | Added |
| Landscape Capital Management, L.L.C. | 54,959 | $1.58M | 0.21% | +54,959 | New |
| Mendel Money Management | 54,866 | $1.57M | 0.81% | −300−0.5% | Reduced |
| Advisory Research Inc | 54,678 | $1.57M | 0.20% | −5,014−8.4% | Reduced |
| First Horizon Advisors, Inc. | 54,659 | $1.57M | 0.05% | −146−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 54,599 | $1.57M | 0.07% | −4,090−7.0% | Reduced |
| Coastal Investment Advisors, Inc. | 54,429 | $1.56M | 0.34% | −2,345−4.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 54,399 | $1.56M | 0.29% | +9,218+20.4% | Added |
| Family Legacy, Inc. | 54,396 | $1.56M | 0.63% | +220.0% | Added |
| Quantamental Technologies LLC | 54,383 | $1.56M | 0.65% | +54,383 | New |
| Headlands Technologies LLC | 54,376 | $1.56M | 0.50% | +54,376 | New |