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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 25,245 | $724.3K | 0.10% | +2,103+9.1% | Added |
| Potomac Capital Management, Inc. | 25,244 | $724.3K | 1.00% | −1,836−6.8% | Reduced |
| Titleist Asset Management, LLC | 25,213 | $723.4K | 0.14% | −4,135−14.1% | Reduced |
| Nations Financial Group Inc, | 25,195 | $722.9K | 0.07% | +1,369+5.7% | Added |
| StoneX Group Inc. | 25,176 | $722.3K | 0.07% | −4,554−15.3% | Reduced |
| Accredited Investors Inc. | 25,173 | $722.2K | 0.05% | −281−1.1% | Reduced |
| Sippican Capital Advisors | 25,170 | $722.1K | 0.67% | 00.0% | Unchanged |
| Independent Investors Inc | 25,130 | $721.0K | 0.17% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 25,026 | $718.0K | 0.49% | +25,026 | New |
| Michael B. Yongue | 25,020 | $717.8K | 0.67% | −2,620−9.5% | Reduced |
| Peoples Bank | 25,019 | $717.8K | 0.44% | −1,555−5.9% | Reduced |
| C2C Wealth Management, LLC | 24,411 | $717.6K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 25,008 | $717.5K | 0.25% | +1,192+5.0% | Added |
| Patient Capital Management, LLC | 25,000 | $717.3K | 0.04% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 24,884 | $713.9K | 0.30% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 24,871 | $713.5K | 0.21% | +32+0.1% | Added |
| Harbor Advisory Corp | 24,845 | $712.8K | 0.25% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 24,829 | $712.3K | 0.06% | +612+2.5% | Added |
| New Millennium Group LLC | 24,695 | $708.5K | 0.65% | −5,361−17.8% | Reduced |
| Channing Global Advisors, LLC | 24,669 | $707.8K | 0.72% | +4,993+25.4% | Added |
| Gradient Capital Advisors, LLC | 24,649 | $707.2K | 0.28% | −754−3.0% | Reduced |
| Canvas Wealth Advisors, LLC | 21,652 | $706.9K | 0.26% | −1,413−6.1% | Reduced |
| Capital Management Associates | 24,620 | $706.3K | 1.04% | −104−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 24,586 | $705.4K | 0.09% | +1,199+5.1% | Added |
| Venturi Wealth Management, LLC | 24,568 | $704.9K | 0.06% | +174+0.7% | Added |
| LexAurum Advisors, LLC | 24,549 | $704.3K | 0.21% | +370+1.5% | Added |
| Intrua Financial, LLC | 24,518 | $703.4K | 0.13% | +6,788+38.3% | Added |
| Perennial Investment Advisors, LLC | 24,494 | $702.7K | 0.13% | −262−1.1% | Reduced |
| Caxton Associates LP | 24,442 | $701.2K | 0.10% | +24,442 | New |
| Machina Capital S.A.S. | 24,361 | $698.9K | 0.40% | −6,939−22.2% | Reduced |
| Hedges Asset Management LLC | 24,300 | $697.2K | 0.59% | +200+0.8% | Added |
| Arbor Investment Advisors, LLC | 24,260 | $696.0K | 0.12% | +50.0% | Added |
| Citadel Investment Advisory, Inc. | 24,190 | $694.0K | 0.45% | −175−0.7% | Reduced |
| Field & Main Bank | 24,155 | $692.8K | 0.39% | +425+1.8% | Added |
| Baldwin Investment Management, LLC | 24,100 | $691.4K | 0.11% | −15,560−39.2% | Reduced |
| Intrepid Financial Planning Group LLC | 24,023 | $689.2K | 0.33% | −503−2.1% | Reduced |
| Bridgewater Advisors Inc. | 24,020 | $689.1K | 0.14% | −380−1.6% | Reduced |
| Cornerstone Advisory, LLC | 24,004 | $688.7K | 0.12% | −6,463−21.2% | Reduced |
| Jupiter Wealth Management LLC | 24,000 | $688.6K | 0.59% | −12,600−34.4% | Reduced |
| Marex Group plc | 23,971 | $687.7K | 0.12% | −43,482−64.5% | Reduced |
| Mitchell Capital Management Co | 23,906 | $685.9K | 0.16% | −82,428−77.5% | Reduced |
| Palumbo Wealth Management LLC | 23,897 | $685.6K | 0.42% | −122−0.5% | Reduced |
| Van Cleef Asset Management,Inc | 23,821 | $683.4K | 0.10% | −2,065−8.0% | Reduced |
| Lion Street Advisors, LLC | 14,196 | $678.3K | 0.23% | −8,125−36.4% | Reduced |
| Old North State Trust, LLC | 23,584 | $677.0K | 0.50% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 23,592 | $676.9K | 0.16% | +850+3.7% | Added |
| First National Bank of Omaha | 23,573 | $676.3K | 0.04% | −197−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 23,550 | $675.6K | 0.02% | +1,184+5.3% | Added |
| Smith, Moore & Co. | 23,458 | $673.0K | 0.09% | +4,815+25.8% | Added |
| Ellsworth Advisors, LLC | 23,419 | $671.9K | 0.23% | +1,505+6.9% | Added |
| Hamilton Capital Partners Inc. | 23,400 | $671.3K | 0.24% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 23,349 | $669.9K | 0.38% | +1,051+4.7% | Added |
| Allstate Corp | 23,310 | $668.8K | 0.04% | −101−0.4% | Reduced |
| Unionview, LLC | 23,302 | $668.5K | 0.61% | +36+0.2% | Added |
| Oakworth Capital, Inc. | 23,294 | $668.3K | 0.06% | −9,905−29.8% | Reduced |
| Aspire Private Capital, LLC | 23,285 | $668.0K | 0.21% | −3,476−13.0% | Reduced |
| Black Diamond Financial, LLC | 23,275 | $667.8K | 0.20% | +15+0.1% | Added |
| X-Square Capital, LLC | 23,186 | $665.0K | 0.45% | −548−2.3% | Reduced |
| Westmount Partners, LLC | 23,146 | $664.0K | 0.29% | +2,530+12.3% | Added |
| Relative Value Partners Group, LLC | 23,142 | $663.9K | 0.04% | +30.0% | Added |
| Clearview Wealth Advisors LLC | 23,089 | $662.4K | 0.67% | −95−0.4% | Reduced |
| Garrison Point Advisors, LLC | 23,084 | $662.3K | 0.48% | −226−1.0% | Reduced |
| Altfest L J & Co Inc | 23,036 | $661.0K | 0.10% | −469−2.0% | Reduced |
| Concord Asset Management, LLC | 22,921 | $657.6K | 0.23% | +5,509+31.6% | Added |
| Adirondack Trust Co | 20,539 | $657.2K | 0.31% | +418+2.1% | Added |
| Greenline Partners, LLC | 22,905 | $657.1K | 0.12% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 20,236 | $657.0K | 0.20% | −931−4.4% | Reduced |
| Voya Financial Advisors, Inc. | 22,903 | $656.4K | 0.08% | +924+4.2% | Added |
| Capital Markets Trading UK LLP | 22,864 | $656.0K | 0.48% | −151,689−86.9% | Reduced |
| Cypress Asset Management Inc | 21,907 | $652.9K | 0.21% | −1,085−4.7% | Reduced |
| West Paces Advisors Inc. | 22,722 | $651.9K | 0.19% | −1,068−4.5% | Reduced |
| Jump Financial, LLC | 22,716 | $651.7K | 0.02% | −24,382−51.8% | Reduced |
| Valmark Advisers, Inc. | 22,708 | $651.5K | 0.01% | +1,716+8.2% | Added |
| Tectonic Advisors LLC | 22,686 | $650.9K | 0.08% | −83,292−78.6% | Reduced |
| Sentinel Trust Co Lba | 22,639 | $650.0K | 0.09% | −209−0.9% | Reduced |
| Cottage Street Advisors LLC | 22,542 | $646.7K | 0.47% | +60.0% | Added |
| 180 Wealth Advisors, LLC | 22,100 | $645.3K | 0.14% | +122+0.6% | Added |
| Moloney Securities Asset Management, LLC | 22,451 | $644.1K | 0.11% | +1,050+4.9% | Added |
| PFW Advisors LLC | 20,548 | $642.9K | 0.21% | +20,548 | New |
| New Hampshire Trust | 22,402 | $642.7K | 0.17% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 22,387 | $642.3K | 0.48% | +30.0% | Added |
| Glassman Wealth Services | 22,373 | $641.9K | 0.10% | −254−1.1% | Reduced |
| Auto-Owners Insurance Co | 22,373 | $641.9K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 22,368 | $641.7K | 0.11% | +6,548+41.4% | Added |
| Eudaimonia Advisors LLC | 22,353 | $641.3K | 0.43% | +482+2.2% | Added |
| AdvisorNet Financial, Inc | 22,196 | $636.8K | 0.05% | +1,437+6.9% | Added |
| Briggs Advisory Group, Inc. | 22,134 | $635.0K | 0.35% | +20.0% | Added |
| Oak Thistle LLC | 22,129 | $634.9K | 0.34% | +7,484+51.1% | Added |
| LBMC Investment Advisors, LLC | 22,102 | $634.1K | 0.06% | +95+0.4% | Added |
| MUFG Securities EMEA plc | 22,043 | $632.4K | 0.01% | +3,743+20.5% | Added |
| Wendell David Associates Inc | 22,018 | $632.0K | 0.07% | −300−1.3% | Reduced |
| Crumly & Associates Inc. | 21,909 | $628.6K | 0.25% | +7,209+49.0% | Added |
| PDS Planning, Inc | 21,904 | $628.4K | 0.08% | +2,205+11.2% | Added |
| Summitry LLC | 21,876 | $627.6K | 0.04% | −3,450−13.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 21,759 | $624.3K | 0.12% | −3,156−12.7% | Reduced |
| Everhart Financial Group, Inc. | 22,040 | $623.7K | 0.26% | −850−3.7% | Reduced |
| Prestige Wealth Management Group LLC | 21,708 | $622.8K | 0.15% | +450+2.1% | Added |
| LMG Wealth Partners, LLC | 21,670 | $621.7K | 0.19% | +346+1.6% | Added |
| Transatlantique Private Wealth LLC | 21,616 | $620.2K | 0.32% | +543+2.6% | Added |
| Wakefield Asset Management LLLP | 21,457 | $615.6K | 0.25% | +1,676+8.5% | Added |