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 |
|---|---|---|---|---|---|
| Kidder Stephen W | 30,675 | $880.1K | 0.29% | −90−0.3% | Reduced |
| Welch Group, LLC | 30,658 | $879.6K | 0.05% | −2,499−7.5% | Reduced |
| Wealth Effects LLC | 30,586 | $877.5K | 0.39% | −709−2.3% | Reduced |
| NCM Capital Management, LLC | 30,429 | $873.0K | 0.61% | −276−0.9% | Reduced |
| Cubic Asset Management, LLC | 30,371 | $871.3K | 0.23% | −366−1.2% | Reduced |
| Union Savings Bank | 27,193 | $870.2K | 0.52% | +27,193 | New |
| Montchanin Asset Management, LLC | 30,320 | $870.0K | 0.99% | −1,050−3.3% | Reduced |
| Benedict Financial Advisors Inc | 30,287 | $868.9K | 0.24% | −317−1.0% | Reduced |
| Horrell Capital Management, Inc. | 30,208 | $867.0K | 0.27% | +29,518+4,278.0% | Added |
| McLean Asset Management Corp | 30,112 | $863.9K | 0.34% | −177−0.6% | Reduced |
| Canal Insurance CO | 30,000 | $861.0K | 0.24% | 00.0% | Unchanged |
| Centiva Capital, LP | 30,003 | $860.8K | 0.04% | −19,330−39.2% | Reduced |
| S.A. Mason LLC | 30,044 | $859.3K | 0.62% | 00.0% | Unchanged |
| GFG Capital, LLC | 29,878 | $857.2K | 0.16% | −41−0.1% | Reduced |
| Sterling Investment Counsel, LLC | 29,778 | $854.3K | 0.46% | −293−1.0% | Reduced |
| Next Level Private LLC | 29,565 | $847.3K | 0.55% | +5,478+22.7% | Added |
| Clough Capital Partners L P | 29,500 | $846.4K | 0.09% | −287,240−90.7% | Reduced |
| Miramar Capital, LLC | 29,499 | $846.3K | 0.21% | +3,627+14.0% | Added |
| Evoke Wealth, LLC | 29,469 | $845.5K | 0.03% | +1,130+4.0% | Added |
| Denali Advisors LLC | 29,400 | $843.5K | 0.30% | +4,400+17.6% | Added |
| Covenant Asset Management, LLC | 29,357 | $842.2K | 0.25% | +307+1.1% | Added |
| Ullmann Financial Group, Inc. | 29,189 | $837.4K | 0.17% | −81−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 29,076 | $834.2K | 0.16% | +6,027+26.1% | Added |
| Grey Street Capital, LLC | 29,055 | $833.6K | 0.44% | +20,780+251.1% | Added |
| Physicians Financial Services, Inc. | 29,051 | $833.0K | 0.33% | −1,235−4.1% | Reduced |
| Personal Cfo Solutions, LLC | 28,993 | $831.8K | 0.17% | +1,261+4.5% | Added |
| Kovack Advisors, Inc. | 28,981 | $831.5K | 0.11% | −935−3.1% | Reduced |
| Tyler-Stone Wealth Management | 28,949 | $831.0K | 0.47% | +28,949 | New |
| Corundum Group, Inc. | 28,924 | $829.8K | 0.41% | −8,663−23.0% | Reduced |
| Accurate Wealth Management, LLC | 28,393 | $828.3K | 0.26% | +5,571+24.4% | Added |
| First Foundation Advisors | 28,836 | $827.3K | 0.04% | +1,149+4.1% | Added |
| Lowe Brockenbrough & Co Inc | 28,814 | $826.7K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 28,747 | $824.8K | 0.13% | +377+1.3% | Added |
| Shepherd Financial Partners LLC | 28,728 | $824.2K | 0.13% | +1,105+4.0% | Added |
| Pitti Group Wealth Management, LLC | 28,642 | $821.7K | 0.92% | +10,100+54.5% | Added |
| Monterey Private Wealth, Inc. | 28,620 | $821.1K | 0.40% | −60−0.2% | Reduced |
| Winthrop Advisory Group LLC | 28,604 | $820.7K | 0.13% | −287−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 28,581 | $820.0K | 0.04% | −1,576−5.2% | Reduced |
| Wealth Architects, LLC | 28,505 | $817.8K | 0.13% | −49−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 28,428 | $815.6K | 0.44% | −5,836−17.0% | Reduced |
| Horizon Wealth Management, LLC | 28,347 | $813.3K | 0.32% | +318+1.1% | Added |
| Mairs & Power Inc | 28,183 | $808.6K | 0.01% | +3,500+14.2% | Added |
| Buckhead Capital Management LLC | 28,158 | $807.8K | 0.19% | −44−0.2% | Reduced |
| Bryn Mawr Trust Co | 28,125 | $807.0K | 0.03% | +222+0.8% | Added |
| Garner Asset Management Corp | 27,980 | $803.0K | 0.47% | −11,329−28.8% | Reduced |
| Cypress Capital Group | 27,804 | $797.7K | 0.12% | −1,581−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,673 | $793.9K | 0.01% | −4,334−13.5% | Reduced |
| SPC Financial, Inc. | 27,648 | $793.2K | 0.09% | +3,341+13.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 27,537 | $790.0K | 0.08% | −28,697−51.0% | Reduced |
| Hartford Funds Management Co LLC | 27,501 | $789.0K | 0.08% | +3,626+15.2% | Added |
| Integrated Investment Consultants, LLC | 27,488 | $788.6K | 0.25% | +5,493+25.0% | Added |
| Journey Advisory Group, LLC | 27,397 | $786.0K | 0.12% | −5,999−18.0% | Reduced |
| Wayfinding Financial, LLC | 24,626 | $785.0K | 0.55% | +2,554+11.6% | Added |
| Keystone Financial Group | 27,332 | $784.2K | 0.13% | +27,332 | New |
| Greenwich Wealth Management LLC | 27,309 | $784.0K | 0.08% | +345+1.3% | Added |
| Brandywine Oak Private Wealth LLC | 27,310 | $783.5K | 0.09% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 27,285 | $782.8K | 0.03% | +27,285 | New |
| MidWestOne Financial Group, Inc. | 27,258 | $782.0K | 0.17% | −15,944−36.9% | Reduced |
| Allen Capital Group, LLC | 27,175 | $779.7K | 0.14% | +1,588+6.2% | Added |
| NBT Bank N A | 27,159 | $779.2K | 0.11% | −1,832−6.3% | Reduced |
| Continuum Advisory, LLC | 27,088 | $777.2K | 0.12% | −4,193−13.4% | Reduced |
| JT Stratford LLC | 27,044 | $775.9K | 0.21% | +9,616+55.2% | Added |
| Fortitude Advisory Group L.L.C. | 26,975 | $773.9K | 0.57% | −2,057−7.1% | Reduced |
| Icapital Wealth LLC | 26,931 | $772.6K | 0.48% | −37,028−57.9% | Reduced |
| Main Street Financial Solutions, LLC | 26,877 | $771.1K | 0.10% | −1,823−6.4% | Reduced |
| Eudaimonia Partners, LLC | 26,833 | $769.8K | 0.17% | +2,134+8.6% | Added |
| Advisory Alpha, LLC | 26,649 | $764.6K | 0.04% | +1,560+6.2% | Added |
| Cassaday & Co Wealth Management LLC | 26,579 | $762.6K | 0.03% | +441+1.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 25,847 | $758.9K | 0.55% | +446+1.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,364 | $756.4K | 0.47% | +30.0% | Added |
| Moody Lynn & Lieberson, LLC | 26,348 | $755.9K | 0.06% | −467,105−94.7% | Reduced |
| Eastern Bank | 26,338 | $755.6K | 0.04% | −629−2.3% | Reduced |
| CenterStar Asset Management, LLC | 26,304 | $755.6K | 0.68% | +26,304 | New |
| Sawgrass Asset Management LLC | 26,319 | $755.1K | 0.09% | −600−2.2% | Reduced |
| Rossmore Private Capital | 26,317 | $755.0K | 0.11% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 26,283 | $754.1K | 0.35% | +10,046+61.9% | Added |
| Verity & Verity, LLC | 26,257 | $753.3K | 0.09% | +1,854+7.6% | Added |
| Navalign, LLC | 26,224 | $752.4K | 0.30% | +1,273+5.1% | Added |
| Uncommon Cents Investing LLC | 26,126 | $749.6K | 0.26% | −962−3.6% | Reduced |
| Curi Capital | 26,042 | $747.1K | 0.10% | −632−2.4% | Reduced |
| Eqis Capital Management, Inc. | 26,037 | $747.0K | 0.08% | +5,101+24.4% | Added |
| Avidian Wealth Solutions, LLC | 25,979 | $745.3K | 0.05% | +2,753+11.9% | Added |
| Lawson Kroeker Investment Management Inc | 25,934 | $744.0K | 0.18% | 00.0% | Unchanged |
| Spirit of America Management Corp | 25,850 | $741.6K | 0.17% | −3,000−10.4% | Reduced |
| London Co of Virginia | 25,783 | $739.7K | 0.00% | −8,091−23.9% | Reduced |
| Naples Global Advisors, LLC | 25,770 | $739.3K | 0.09% | +2,540+10.9% | Added |
| Breakwater Capital Group | 25,713 | $737.7K | 0.27% | −165−0.6% | Reduced |
| Mather Group, LLC. | 25,667 | $736.4K | 0.01% | −3,024−10.5% | Reduced |
| Foster & Motley Inc | 25,594 | $734.0K | 0.06% | −2,193−7.9% | Reduced |
| Deseret Mutual Benefit Administrators | 25,574 | $733.7K | 0.29% | +1,923+8.1% | Added |
| Rather & Kittrell, Inc. | 25,572 | $733.7K | 0.31% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 25,503 | $732.0K | 0.31% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 25,510 | $731.9K | 0.24% | +8,350+48.7% | Added |
| RW Investment Management LLC | 25,489 | $731.3K | 0.15% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25,452 | $730.0K | 0.05% | +20,000+366.8% | Added |
| First Command Bank | 25,406 | $728.9K | 0.07% | −959−3.6% | Reduced |
| First Command Financial Services, Inc. | 25,406 | $728.9K | 0.07% | −959−3.6% | Reduced |
| Vectors Research Management, LLC | 25,362 | $728.0K | 0.21% | −177−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 25,339 | $727.0K | 0.05% | −4,224−14.3% | Reduced |
| Peoples Financial Services Corp. | 25,344 | $726.9K | 0.33% | +892+3.6% | Added |