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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 54,354 | $1.56M | 0.35% | −386−0.7% | Reduced |
| HCR Wealth Advisors | 54,326 | $1.56M | 0.29% | −28−0.1% | Reduced |
| Beacon Financial Group | 54,196 | $1.55M | 0.21% | −1,676−3.0% | Reduced |
| Lake Street Advisors Group, LLC | 53,753 | $1.54M | 0.09% | −911−1.7% | Reduced |
| Mission Wealth Management, LP | 53,690 | $1.54M | 0.06% | +8,806+19.6% | Added |
| Westpac Banking Corp | 53,685 | $1.54M | 0.11% | −1,142,768−95.5% | Reduced |
| Koshinski Asset Management, Inc. | 53,683 | $1.54M | 0.17% | −17,230−24.3% | Reduced |
| Charles Carroll Financial Partners, LLC | 53,489 | $1.53M | 1.96% | −46,426−46.5% | Reduced |
| PFG Investments, LLC | 53,455 | $1.53M | 0.27% | +10,906+25.6% | Added |
| Investors Asset Management of Georgia Inc | 53,343 | $1.53M | 0.79% | +350+0.7% | Added |
| Capital Advisors Inc | 53,260 | $1.53M | 0.04% | −1,998−3.6% | Reduced |
| Busey Wealth Management | 53,175 | $1.53M | 0.06% | −4,958−8.5% | Reduced |
| FDx Advisors, Inc. | 53,068 | $1.52M | 0.08% | −105,647−66.6% | Reduced |
| Stratos Wealth Advisors, LLC | 52,819 | $1.52M | 0.11% | −521−1.0% | Reduced |
| Penserra Capital Management LLC | 52,706 | $1.51M | 0.03% | +46,604+763.7% | Added |
| St. Louis Financial Planners Asset Management, LLC | 52,425 | $1.50M | 1.51% | +212+0.4% | Added |
| Evergreen Wealth Management, LLC | 52,297 | $1.50M | 1.18% | +11,465+28.1% | Added |
| Grant/GrossMendelsohn, LLC | 51,653 | $1.50M | 0.61% | +110.0% | Added |
| V Wealth Advisors LLC | 52,198 | $1.50M | 0.26% | −1,707−3.2% | Reduced |
| Earnest Partners LLC | 52,154 | $1.50M | 0.01% | −3,558−6.4% | Reduced |
| Summit Financial, LLC | 52,050 | $1.49M | 0.11% | +22,571+76.6% | Added |
| Prairiewood Capital, LLC | 51,898 | $1.49M | 1.00% | +70+0.1% | Added |
| Regal Investment Advisors LLC | 51,712 | $1.48M | 0.12% | −358−0.7% | Reduced |
| Buckley Wealth Management, LLC | 51,632 | $1.48M | 0.50% | +13,594+35.7% | Added |
| MTM Investment Management, LLC | 51,615 | $1.48M | 0.72% | −249−0.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 51,605 | $1.48M | 0.14% | −101,535−66.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 51,500 | $1.48M | 0.82% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 51,487 | $1.48M | 0.02% | −13,513−20.8% | Reduced |
| NTV Asset Management LLC | 51,439 | $1.48M | 0.26% | −8,160−13.7% | Reduced |
| Cito Capital Group, LLC | 51,370 | $1.47M | 0.68% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 51,309 | $1.47M | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 302,555 | $1.47M | 0.19% | −12,115−3.9% | Reduced |
| Schechter Investment Advisors, LLC | 51,161 | $1.47M | 0.13% | −5,984−10.5% | Reduced |
| One Charles Private Wealth Services, LLC | 51,052 | $1.46M | 0.85% | +114+0.2% | Added |
| Sierra Capital LLC | 51,045 | $1.46M | 0.23% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 50,109 | $1.46M | 0.30% | +1,334+2.7% | Added |
| Edgestream Partners, L.P. | 50,886 | $1.46M | 0.13% | +50,886 | New |
| Flagship Harbor Advisors, LLC | 50,613 | $1.45M | 0.12% | −1,560−3.0% | Reduced |
| Clarkston Capital Partners, LLC | 50,600 | $1.45M | 0.03% | −110−0.2% | Reduced |
| Finer Wealth Management, Inc. | 50,390 | $1.45M | 1.13% | +3,799+8.2% | Added |
| Symmetry Partners, LLC | 50,372 | $1.45M | 0.08% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 50,362 | $1.44M | 0.61% | +2,930+6.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 50,267 | $1.44M | 0.42% | +2,016+4.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 50,200 | $1.44M | 0.99% | +75+0.1% | Added |
| AlphaStar Capital Management, LLC | 50,021 | $1.44M | 0.16% | +1,631+3.4% | Added |
| Longfellow Investment Management Co LLC | 49,992 | $1.43M | 0.33% | +8,318+20.0% | Added |
| Prosperity Consulting Group, LLC | 49,895 | $1.43M | 0.88% | −1,413−2.8% | Reduced |
| Visionary Wealth Advisors | 49,692 | $1.43M | 0.11% | +3,838+8.4% | Added |
| Spears Abacus Advisors LLC | 49,507 | $1.42M | 0.12% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 49,242 | $1.41M | 0.60% | −4,479−8.3% | Reduced |
| Sentry Investment Management LLC | 49,153 | $1.41M | 0.53% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,954 | $1.41M | 0.15% | +198+0.4% | Added |
| Smithfield Trust Co | 48,743 | $1.40M | 0.08% | −1,245−2.5% | Reduced |
| Martin & Co Inc | 48,455 | $1.39M | 0.35% | −2,296−4.5% | Reduced |
| Ethic Inc. | 48,414 | $1.39M | 0.05% | −6,081−11.2% | Reduced |
| Eisler Capital (UK) Ltd. | 48,131 | $1.38M | 0.15% | −1,768,658−97.4% | Reduced |
| Probity Advisors, Inc. | 48,045 | $1.38M | 0.30% | +48,045 | New |
| Brooks, Moore & Associates, Inc. | 48,047 | $1.38M | 0.97% | −2,155−4.3% | Reduced |
| WBH Advisory Inc | 48,003 | $1.38M | 0.16% | −5,126−9.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 47,912 | $1.37M | 0.06% | +14,834+44.8% | Added |
| Exencial Wealth Advisors, LLC | 47,902 | $1.37M | 0.06% | −8,606−15.2% | Reduced |
| Portside Wealth Group, LLC | 47,863 | $1.37M | 0.26% | +47,863 | New |
| Global Financial Private Client, LLC | 47,025 | $1.37M | 0.68% | +86+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 47,626 | $1.37M | 0.44% | +47,626 | New |
| Etesian Wealth Advisors, Inc. | 47,606 | $1.37M | 0.89% | +1,214+2.6% | Added |
| Parkside Financial Bank & Trust | 47,527 | $1.36M | 0.32% | +2,988+6.7% | Added |
| Vise Technologies, Inc. | 47,352 | $1.36M | 0.33% | +5,831+14.0% | Added |
| InTrack Investment Management Inc | 47,328 | $1.36M | 1.11% | −2,277−4.6% | Reduced |
| Avitas Wealth Management LLC | 47,290 | $1.36M | 0.25% | −311−0.7% | Reduced |
| Chiron Capital Management, LLC | 47,262 | $1.36M | 1.07% | +25,065+112.9% | Added |
| Clifford Swan Investment Counsel LLC | 47,161 | $1.35M | 0.05% | −40.0% | Reduced |
| Chapin Davis, Inc. | 47,150 | $1.35M | 0.64% | +3,642+8.4% | Added |
| Octavia Wealth Advisors, LLC | 47,124 | $1.35M | 0.27% | +2,511+5.6% | Added |
| Legacy Bridge, LLC | 46,810 | $1.34M | 0.90% | +400+0.9% | Added |
| Westside Investment Management, Inc. | 46,601 | $1.34M | 0.38% | +700+1.5% | Added |
| Excalibur Management Corp | 46,701 | $1.34M | 0.68% | +1,216+2.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,683 | $1.34M | 0.04% | −4,501−8.8% | Reduced |
| Buffington Mohr McNeal | 46,569 | $1.34M | 0.29% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 46,449 | $1.33M | 0.16% | +24,624+112.8% | Added |
| Wealthsource Partners, LLC | 46,031 | $1.32M | 0.09% | +4,423+10.6% | Added |
| Waldron Private Wealth LLC | 45,999 | $1.32M | 0.07% | −10,712−18.9% | Reduced |
| Atlas Brown,Inc. | 45,943 | $1.32M | 0.58% | +903+2.0% | Added |
| Algert Global LLC | 45,901 | $1.32M | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 45,859 | $1.32M | 0.43% | +3,793+9.0% | Added |
| Key Client Fiduciary Advisors, LLC | 45,834 | $1.31M | 0.77% | +2,361+5.4% | Added |
| Wedmont Private Capital | 44,961 | $1.31M | 0.14% | +6,848+18.0% | Added |
| City Holding Co | 45,517 | $1.31M | 0.22% | −94−0.2% | Reduced |
| Deltec Asset Management LLC | 45,500 | $1.31M | 0.29% | −32,000−41.3% | Reduced |
| Bragg Financial Advisors, Inc | 45,477 | $1.30M | 0.07% | +5,218+13.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 41,638 | $1.30M | 0.57% | +151+0.4% | Added |
| Arkadios Wealth Advisors | 45,376 | $1.30M | 0.15% | +4,231+10.3% | Added |
| Oarsman Capital, Inc. | 45,275 | $1.30M | 0.57% | −1,101−2.4% | Reduced |
| Westover Capital Advisors, LLC | 45,056 | $1.29M | 0.45% | −4,761−9.6% | Reduced |
| CRA Financial Services, LLC | 45,054 | $1.29M | 0.35% | +4,346+10.7% | Added |
| Royal Fund Management, LLC | 44,694 | $1.28M | 0.18% | +7,342+19.7% | Added |
| Herold Advisors, Inc. | 44,632 | $1.28M | 0.39% | −300−0.7% | Reduced |
| Laidlaw Wealth Management LLC | 44,508 | $1.28M | 0.25% | +4,107+10.2% | Added |
| Register Financial Advisors LLC | 44,443 | $1.28M | 0.91% | +877+2.0% | Added |
| Falcon Wealth Planning | 44,406 | $1.27M | 0.28% | +850+2.0% | Added |
| Adell Harriman & Carpenter Inc | 43,581 | $1.27M | 0.13% | +1,946+4.7% | Added |