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 |
|---|---|---|---|---|---|
| Burney Co | 37,292 | $1.07M | 0.05% | −512−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 37,172 | $1.07M | 0.08% | +9,300+33.4% | Added |
| NorthRock Partners, LLC | 37,153 | $1.07M | 0.12% | −130.0% | Reduced |
| Connecticut Wealth Management, LLC | 37,090 | $1.06M | 0.07% | +4,431+13.6% | Added |
| IPG Investment Advisors LLC | 37,069 | $1.06M | 0.23% | −27,300−42.4% | Reduced |
| Parisi Gray Wealth Management | 37,151 | $1.06M | 0.49% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 36,954 | $1.06M | 0.04% | −638−1.7% | Reduced |
| Coppell Advisory Solutions LLC | 36,917 | $1.06M | 0.31% | +5,003+15.7% | Added |
| Mill Capital Management, LLC | 36,601 | $1.05M | 0.10% | −400−1.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,518 | $1.05M | 0.69% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 36,401 | $1.04M | 0.10% | −1,906−5.0% | Reduced |
| CWA Asset Management Group, LLC | 36,340 | $1.04M | 0.07% | +390+1.1% | Added |
| Cape Ann Savings Bank | 36,296 | $1.04M | 0.69% | +3,002+9.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.04M | 0.31% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 36,203 | $1.04M | 0.57% | +36,203 | New |
| PFG Advisors | 36,186 | $1.04M | 0.08% | +4,787+15.2% | Added |
| Heritage Wealth Advisors | 36,005 | $1.03M | 0.05% | −140.0% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.03M | 0.21% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 35,998 | $1.03M | 0.43% | −150−0.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 35,917 | $1.03M | 0.79% | 00.0% | Unchanged |
| David Loasby | 36,381 | $1.03M | 0.11% | −627−1.7% | Reduced |
| Centaurus Financial, Inc. | 35,810 | $1.03M | 0.09% | −51,641−59.1% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $1.02M | 0.84% | −6,000−14.4% | Reduced |
| US Asset Management LLC | 35,619 | $1.02M | 1.08% | −1,535−4.1% | Reduced |
| 3Chopt Investment Partners, LLC | 35,577 | $1.02M | 0.51% | −23,831−40.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 35,502 | $1.02M | 0.64% | −39−0.1% | Reduced |
| Wealth Management Associates, Inc. | 35,489 | $1.02M | 0.58% | −945−2.6% | Reduced |
| SignalPoint Asset Management, LLC | 35,226 | $1.01M | 0.31% | −99−0.3% | Reduced |
| West Branch Capital LLC | 35,125 | $1.01M | 0.50% | −2,154−5.8% | Reduced |
| Colonial Trust Advisors | 35,115 | $1.01M | 0.11% | −13,637−28.0% | Reduced |
| Qsemble Capital Management, LP | 35,100 | $1.01M | 0.71% | +9,000+34.5% | Added |
| Orion Capital Management LLC | 35,069 | $1.01M | 0.66% | +89+0.3% | Added |
| TLWM | 34,905 | $1.00M | 0.29% | +11,151+46.9% | Added |
| Geneos Wealth Management Inc. | 34,869 | $1.00M | 0.05% | +714+2.1% | Added |
| Roman Butler Fullerton & Co | 31,684 | $999.0K | 0.46% | −6,552−17.1% | Reduced |
| Pasadena Private Wealth, LLC | 34,797 | $998.3K | 0.28% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 34,614 | $993.1K | 0.13% | −4,871−12.3% | Reduced |
| Continental Advisors LLC | 34,438 | $988.0K | 0.87% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 34,379 | $986.3K | 0.74% | −616−1.8% | Reduced |
| Vident Investment Advisory, LLC | 34,325 | $985.7K | 0.03% | −95,282−73.5% | Reduced |
| Intrinsic Value Partners, LLC | 34,253 | $982.7K | 1.24% | −100−0.3% | Reduced |
| Court Place Advisors, LLC | 34,236 | $982.2K | 0.34% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 34,181 | $981.0K | 0.58% | +20+0.1% | Added |
| MCF Advisors LLC | 34,101 | $978.4K | 0.09% | +3,202+10.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 34,004 | $975.6K | 0.59% | −1,167−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,994 | $975.3K | 0.16% | −2,407−6.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 33,843 | $970.9K | 0.23% | −4,065−10.7% | Reduced |
| Optas, LLC | 33,578 | $963.4K | 0.32% | −876−2.5% | Reduced |
| Zuckerman Investment Group, LLC | 33,560 | $962.8K | 0.14% | −147,542−81.5% | Reduced |
| Highlander Capital Management, LLC | 33,544 | $962.0K | 0.45% | +3,200+10.5% | Added |
| Proficio Capital Partners LLC | 33,510 | $961.4K | 0.13% | −2,655−7.3% | Reduced |
| Rosenbaum Jay D. | 33,440 | $959.4K | 1.54% | +770+2.4% | Added |
| Financial Architects, Inc | 33,349 | $956.8K | 0.14% | −2,648−7.4% | Reduced |
| RMB Capital Management, LLC | 33,251 | $954.0K | 0.03% | −4,752−12.5% | Reduced |
| Alps Advisors Inc | 33,207 | $952.7K | 0.01% | −1,306−3.8% | Reduced |
| ISAM Funds (UK) Ltd | 33,193 | $952.3K | 0.85% | +33,193 | New |
| CX Institutional | 33,134 | $950.6K | 0.05% | +19,290+139.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 33,181 | $949.0K | 0.48% | −25,169−43.1% | Reduced |
| Financial Advocates Investment Management | 33,070 | $948.8K | 0.07% | +4,106+14.2% | Added |
| Ramiah Investment Group | 32,919 | $944.4K | 0.92% | +32,919 | New |
| Perpetual Ltd | 32,914 | $944.3K | 0.01% | +3,314+11.2% | Added |
| Proffitt & Goodson Inc | 32,856 | $942.6K | 0.19% | +442+1.4% | Added |
| First Wilshire Securities Management Inc | 32,792 | $941.0K | 0.32% | +5,400+19.7% | Added |
| Krilogy Financial LLC | 32,720 | $938.7K | 0.08% | −7,658−19.0% | Reduced |
| First National Bank Sioux Falls | 32,683 | $937.7K | 0.60% | 00.0% | Unchanged |
| Haverford Trust Co | 32,658 | $937.0K | 0.01% | −7,298−18.3% | Reduced |
| Founders Financial Alliance, LLC | 32,646 | $936.6K | 0.37% | +1,465+4.7% | Added |
| CoreCap Advisors, LLC | 32,546 | $933.7K | 0.07% | +32,546 | New |
| Full Sail Capital, LLC | 32,528 | $933.2K | 0.08% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 32,481 | $932.3K | 0.14% | −7,258−18.3% | Reduced |
| Chesapeake Wealth Management | 32,472 | $931.6K | 0.37% | +2,865+9.7% | Added |
| Boothbay Fund Management, LLC | 32,424 | $930.2K | 0.03% | −8,177−20.1% | Reduced |
| Aurora Private Wealth, Inc. | 32,335 | $928.0K | 1.06% | −129−0.4% | Reduced |
| PKO Investment Management Joint-Stock Co | 32,269 | $925.8K | 0.11% | +32,269 | New |
| FinTrust Capital Advisors, LLC | 27,928 | $925.0K | 0.22% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 32,095 | $920.8K | 0.16% | +43+0.1% | Added |
| Fidelis Capital Partners, LLC | 32,069 | $920.1K | 0.34% | +5,286+19.7% | Added |
| ML & R Wealth Management LLC | 32,057 | $919.7K | 0.20% | +32,057 | New |
| Apriem Advisors | 31,809 | $912.6K | 0.14% | −895−2.7% | Reduced |
| Maven Securities LTD | 31,698 | $909.4K | 0.13% | +24,074+315.8% | Added |
| Private Capital Management, LLC | 31,656 | $908.2K | 0.11% | +8,141+34.6% | Added |
| Tobam | 31,534 | $905.0K | 0.07% | −1,181−3.6% | Reduced |
| Ameritas Advisory Services, LLC | 31,709 | $904.6K | 0.12% | −51,093−61.7% | Reduced |
| Waycross Partners, LLC | 31,500 | $903.7K | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 31,468 | $902.8K | 0.32% | −171−0.5% | Reduced |
| Oder Investment Management, LLC | 31,463 | $902.7K | 0.99% | +2,293+7.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,414 | $901.3K | 0.03% | −9,356−22.9% | Reduced |
| Mark Asset Management LP | 31,400 | $900.9K | 0.16% | −139,200−81.6% | Reduced |
| Paragon Financial Partners, Inc. | 31,225 | $895.8K | 0.85% | −340−1.1% | Reduced |
| BLB&B Advisors, LLC | 31,196 | $895.0K | 0.06% | −969−3.0% | Reduced |
| Black Maple Capital Management LP | 31,100 | $892.3K | 1.04% | +23,100+288.8% | Added |
| Good Life Advisors, LLC | 31,048 | $890.8K | 0.10% | −1,613−4.9% | Reduced |
| Loomis Sayles & Co L P | 31,031 | $890.0K | 0.00% | +27,912+894.9% | Added |
| Stableford Capital II LLC | 28,736 | $889.1K | 0.39% | +28,736 | New |
| MSD Partners, L.P. | 30,916 | $887.0K | 0.08% | 00.0% | Unchanged |
| Centennial Bank | 30,913 | $886.9K | 0.60% | −3,517−10.2% | Reduced |
| First PREMIER Bank | 30,847 | $885.0K | 0.25% | +1,085+3.6% | Added |
| IMS Capital Management | 30,791 | $883.4K | 0.49% | +12,802+71.2% | Added |
| Washington Capital Management Inc | 30,685 | $880.4K | 0.75% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 30,676 | $880.1K | 0.02% | −387−1.2% | Reduced |