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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 44,362 | $1.27M | 0.12% | +44,362 | New |
| Sovereign Financial Group, Inc. | 44,310 | $1.27M | 0.41% | +886+2.0% | Added |
| Magnus Financial Group LLC | 44,304 | $1.27M | 0.18% | +239+0.5% | Added |
| EverSource Wealth Advisors, LLC | 44,184 | $1.27M | 0.14% | +20,517+86.7% | Added |
| One River Asset Management, LLC | 44,161 | $1.27M | 1.01% | −186,302−80.8% | Reduced |
| Front Street Capital Management, Inc. | 44,081 | $1.26M | 0.27% | −85,434−66.0% | Reduced |
| White Pine Capital LLC | 44,030 | $1.26M | 0.47% | −580−1.3% | Reduced |
| Stoneridge Investment Partners LLC | 43,904 | $1.26M | 0.55% | +5,084+13.1% | Added |
| Schear Investment Advisers, LLC | 43,847 | $1.26M | 1.33% | +5,647+14.8% | Added |
| Choate Investment Advisors | 43,722 | $1.25M | 0.05% | −1,141−2.5% | Reduced |
| Guardian Wealth Advisors, LLC | 43,655 | $1.25M | 0.21% | +201+0.5% | Added |
| Palogic Value Management, L.P. | 43,570 | $1.25M | 0.59% | +1,188+2.8% | Added |
| Parkside Investments, LLC | 43,500 | $1.25M | 0.23% | +5,000+13.0% | Added |
| RB Capital Management, LLC | 43,463 | $1.25M | 0.38% | −886−2.0% | Reduced |
| Columbia Asset Management | 43,442 | $1.25M | 0.27% | −120.0% | Reduced |
| Sweeney & Michel, LLC | 39,838 | $1.25M | 0.64% | +183+0.5% | Added |
| Aspiriant, LLC | 43,265 | $1.24M | 0.06% | +1,352+3.2% | Added |
| Boyd Watterson Asset Management LLC | 43,112 | $1.24M | 0.49% | +28+0.1% | Added |
| Marcum Wealth, LLC | 42,843 | $1.23M | 0.14% | +4,809+12.6% | Added |
| Augustine Asset Management Inc | 42,809 | $1.23M | 0.57% | +100+0.2% | Added |
| Benedetti & Gucer, Inc. | 42,810 | $1.23M | 0.63% | +22,905+115.1% | Added |
| Aire Advisors, LLC | 42,777 | $1.23M | 0.32% | +639+1.5% | Added |
| Concord Wealth Partners | 42,763 | $1.23M | 0.26% | +20,903+95.6% | Added |
| Strategic Investment Advisors | 42,641 | $1.22M | 0.17% | −3,789−8.2% | Reduced |
| Wall Street Access Asset Management, LLC | 42,605 | $1.22M | 0.70% | +40.0% | Added |
| Fukoku Mutual Life Insurance Co | 42,410 | $1.22M | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42,367 | $1.22M | 0.25% | +1,673+4.1% | Added |
| Mechanics Bank Trust Department | 42,294 | $1.21M | 0.19% | −937−2.2% | Reduced |
| Edge Wealth Management LLC | 42,267 | $1.21M | 0.26% | +1,387+3.4% | Added |
| Bouchey Financial Group Ltd | 42,213 | $1.21M | 0.15% | +706+1.7% | Added |
| Boston Trust Walden Corp | 42,191 | $1.21M | 0.01% | +8,074+23.7% | Added |
| Intellectus Partners, LLC | 42,176 | $1.21M | 0.36% | +1,928+4.8% | Added |
| E&G Advisors, LP | 42,147 | $1.21M | 0.42% | +180+0.4% | Added |
| TrinityPoint Wealth, LLC | 42,139 | $1.21M | 0.24% | −1,994−4.5% | Reduced |
| Dohj, LLC | 42,038 | $1.21M | 0.52% | +3,972+10.4% | Added |
| Legacy Advisors, LLC | 42,018 | $1.21M | 0.18% | +838+2.0% | Added |
| Americana Partners, LLC | 41,851 | $1.20M | 0.15% | −33,866−44.7% | Reduced |
| SkyOak Wealth, LLC | 41,707 | $1.20M | 0.34% | −5,202−11.1% | Reduced |
| IMA Wealth, Inc. | 41,680 | $1.20M | 0.31% | −206−0.5% | Reduced |
| Proequities, Inc. | 41,601 | $1.19M | 0.09% | −16,626−28.6% | Reduced |
| Sepio Capital, LP | 41,492 | $1.19M | 0.10% | −11,596−21.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 41,490 | $1.19M | 0.81% | −2,611−5.9% | Reduced |
| Threadgill Financial, LLC | 42,812 | $1.19M | 1.36% | +150.0% | Added |
| Strategic Advisors LLC | 41,329 | $1.19M | 0.23% | −1,055−2.5% | Reduced |
| Meridian Wealth Management, LLC | 41,307 | $1.19M | 0.10% | +211+0.5% | Added |
| BFSG, LLC | 41,248 | $1.18M | 0.20% | +5,408+15.1% | Added |
| TCW Group Inc | 41,077 | $1.18M | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 41,023 | $1.18M | 0.12% | −1,413,722−97.2% | Reduced |
| Greenfield Savings Bank | 41,013 | $1.18M | 0.80% | +620+1.5% | Added |
| Grand Jean Capital Management Inc | 40,982 | $1.18M | 0.40% | +80.0% | Added |
| Sterling Investment Management, Inc. | 40,902 | $1.17M | 0.93% | −543−1.3% | Reduced |
| SageView Advisory Group, LLC | 40,642 | $1.17M | 0.06% | −7,360−15.3% | Reduced |
| Manchester Capital Management LLC | 40,433 | $1.16M | 0.16% | +271+0.7% | Added |
| Sargent Investment Group, LLC | 40,399 | $1.16M | 0.28% | +4,594+12.8% | Added |
| Select Asset Management & Trust | 40,367 | $1.16M | 0.71% | −2,381−5.6% | Reduced |
| Annandale Capital, LLC | 40,359 | $1.16M | 0.34% | +1,802+4.7% | Added |
| Paragon Capital Management LLC | 40,352 | $1.16M | 0.66% | −419−1.0% | Reduced |
| Worth Venture Partners, LLC | 40,273 | $1.16M | 0.63% | +9,386+30.4% | Added |
| Hikari Power Ltd | 40,240 | $1.15M | 0.11% | −2,200−5.2% | Reduced |
| Fort Sheridan Advisors LLC | 40,196 | $1.15M | 0.26% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.15M | 0.53% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 39,776 | $1.14M | 0.28% | −171−0.4% | Reduced |
| Girard Partners Ltd. | 39,757 | $1.14M | 0.12% | −11,820−22.9% | Reduced |
| Wrapmanager Inc | 39,718 | $1.14M | 0.35% | +7,101+21.8% | Added |
| Mathes Company, Inc. | 39,700 | $1.14M | 0.50% | +39,700 | New |
| Prudent Man Advisors, LLC | 39,681 | $1.14M | 0.43% | −476−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 39,598 | $1.14M | 0.34% | −415−1.0% | Reduced |
| Cowa, LLC | 39,514 | $1.13M | 0.75% | +466+1.2% | Added |
| GYL Financial Synergies, LLC | 39,504 | $1.13M | 0.10% | +3,653+10.2% | Added |
| Jackson Hole Capital Partners, LLC | 39,310 | $1.13M | 0.31% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 39,255 | $1.13M | 0.32% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 39,049 | $1.12M | 0.30% | +107+0.3% | Added |
| Pinnacle Holdings, LLC | 39,020 | $1.12M | 0.50% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 38,986 | $1.12M | 0.72% | +15,813+68.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38,865 | $1.12M | 0.01% | −907−2.3% | Reduced |
| Change Path, LLC | 38,802 | $1.11M | 0.05% | +3,407+9.6% | Added |
| Coastwise Capital Group, LLC | 38,749 | $1.11M | 1.26% | +2,636+7.3% | Added |
| Mosaic Family Wealth Partners, LLC | 38,473 | $1.10M | 0.22% | −60.0% | Reduced |
| Ropes Wealth Advisors LLC | 38,410 | $1.10M | 0.18% | +2,629+7.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 38,407 | $1.10M | 0.04% | +38,407 | New |
| Thomas White International Ltd | 38,252 | $1.10M | 0.23% | −779−2.0% | Reduced |
| Stony Point Wealth Management Inc. | 38,140 | $1.09M | 0.55% | −7,717−16.8% | Reduced |
| Howard Capital Management Inc. | 38,000 | $1.09M | 0.15% | −3,935−9.4% | Reduced |
| IFG Advisory, LLC | 37,966 | $1.09M | 0.10% | +678+1.8% | Added |
| Millennium Capital Advisors, LLC | 37,951 | $1.09M | 0.90% | +272+0.7% | Added |
| Schulhoff & Co Inc | 37,907 | $1.09M | 0.51% | +404+1.1% | Added |
| True North Advisors, LLC | 37,860 | $1.09M | 0.31% | −55,896−59.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 37,858 | $1.09M | 0.37% | +134+0.4% | Added |
| M&R Capital Management Inc | 37,838 | $1.09M | 0.28% | +193+0.5% | Added |
| Curated Wealth Partners LLC | 37,765 | $1.08M | 0.21% | −846−2.2% | Reduced |
| Dorchester Wealth Management Co | 37,763 | $1.08M | 0.22% | +4,200+12.5% | Added |
| First National Bank & Trust Co of Newtown | 37,712 | $1.08M | 0.23% | −694−1.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 37,659 | $1.08M | 0.31% | −297−0.8% | Reduced |
| Biltmore Family Office, LLC | 37,613 | $1.08M | 0.23% | −1,366−3.5% | Reduced |
| Ballast, Inc. | 37,591 | $1.08M | 0.41% | +3,168+9.2% | Added |
| Rehmann Capital Advisory Group | 37,526 | $1.08M | 0.10% | +246+0.7% | Added |
| Armstrong Advisory Group, Inc | 37,526 | $1.08M | 0.11% | +1,357+3.8% | Added |
| Pegasus Partners Ltd. | 37,391 | $1.07M | 0.16% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37,364 | $1.07M | 0.52% | −4,084−9.9% | Reduced |
| Ogorek Anthony Joseph | 37,330 | $1.07M | 0.41% | −22,774−37.9% | Reduced |