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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 21,440 | $615.1K | 0.26% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 21,431 | $614.9K | 0.10% | +10,129+89.6% | Added |
| Trust Co of Virginia | 21,405 | $614.1K | 0.07% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 21,300 | $611.1K | 0.24% | −2,535−10.6% | Reduced |
| Soltis Investment Advisors LLC | 21,300 | $611.1K | 0.07% | +1,393+7.0% | Added |
| Bank of Stockton | 21,270 | $610.2K | 0.21% | −253−1.2% | Reduced |
| Aprio Wealth Management, LLC | 21,233 | $609.2K | 0.17% | +909+4.5% | Added |
| Old West Investment Management, LLC | 21,226 | $609.0K | 0.32% | −50,108−70.2% | Reduced |
| Raleigh Capital Management Inc. | 21,224 | $608.9K | 0.30% | +256+1.2% | Added |
| PBMares Wealth Management LLC | 21,122 | $606.0K | 0.22% | −224−1.0% | Reduced |
| JNBA Financial Advisors | 20,946 | $601.0K | 0.07% | −287−1.4% | Reduced |
| Confluence Investment Management LLC | 20,900 | $599.6K | 0.01% | +111+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 20,795 | $596.6K | 0.06% | −659−3.1% | Reduced |
| Richard W. Paul & Associates, LLC | 20,727 | $594.6K | 0.26% | −1,194−5.4% | Reduced |
| Community Bank, N.A. | 20,728 | $594.5K | 0.08% | −5,425−20.7% | Reduced |
| FourThought Financial Partners, LLC | 20,719 | $594.4K | 0.08% | +103+0.5% | Added |
| L2 Asset Management, LLC | 20,688 | $593.5K | 0.29% | +1,580+8.3% | Added |
| Allegheny Financial Group LTD | 20,668 | $593.0K | 0.28% | +161+0.8% | Added |
| Barrett & Company, Inc. | 20,644 | $592.3K | 0.34% | +11+0.1% | Added |
| CKW Financial Group | 20,497 | $588.0K | 0.09% | 00.0% | Unchanged |
| Allie Family Office LLC | 20,390 | $587.9K | 0.42% | −50,000−71.0% | Reduced |
| AIMZ Investment Advisors, LLC | 20,464 | $587.1K | 0.25% | −150−0.7% | Reduced |
| Twin Focus Capital Partners, LLC | 20,456 | $586.9K | 0.12% | −10,947−34.9% | Reduced |
| Brookfield Asset Management Inc. | 20,385 | $584.8K | 0.00% | −349,063−94.5% | Reduced |
| Close Asset Management Ltd | 20,352 | $584.0K | 0.03% | +152+0.8% | Added |
| Virginia Wealth Management Group, Inc. | 20,348 | $583.8K | 0.40% | +6,065+42.5% | Added |
| Howard Capital Management Group, LLC | 20,330 | $583.3K | 0.05% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 20,329 | $583.2K | 0.27% | −647−3.1% | Reduced |
| Operose Advisors LLC | 20,290 | $582.1K | 0.26% | +13,834+214.3% | Added |
| Headinvest, LLC | 18,544 | $580.2K | 0.13% | +409+2.3% | Added |
| Fairfield, Bush & Co. | 20,200 | $579.5K | 0.16% | +8,996+80.3% | Added |
| Bank Hapoalim BM | 20,191 | $579.0K | 0.08% | −690−3.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 20,167 | $578.6K | 0.30% | +11,264+126.5% | Added |
| Menard Financial Group LLC | 20,165 | $578.5K | 1.19% | +2,744+15.8% | Added |
| American National Bank | 20,113 | $577.0K | 0.10% | −95−0.5% | Reduced |
| Caerus Investment Advisors, LLC | 20,100 | $576.7K | 0.65% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 20,091 | $576.4K | 0.16% | +2,531+14.4% | Added |
| Abner Herrman & Brock LLC | 20,078 | $576.0K | 0.08% | −94−0.5% | Reduced |
| Accel Wealth Management | 20,058 | $575.5K | 0.32% | +85+0.4% | Added |
| Bigelow Investment Advisors, LLC | 20,054 | $575.3K | 0.31% | +1,608+8.7% | Added |
| BTC Capital Management, Inc. | 20,000 | $573.8K | 0.06% | −3,200−13.8% | Reduced |
| Leisure Capital Management | 19,964 | $572.8K | 0.32% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 19,950 | $572.4K | 0.15% | −256−1.3% | Reduced |
| Perfromance Wealth Partners, LLC | 19,675 | $572.1K | 0.03% | −144,856−88.0% | Reduced |
| Old Mission Investment Co LLC | 19,897 | $570.9K | 0.21% | +721+3.8% | Added |
| DF Dent & Co Inc | 19,880 | $570.4K | 0.01% | −331−1.6% | Reduced |
| Drive Wealth Management, LLC | 19,859 | $569.7K | 0.21% | −4,540−18.6% | Reduced |
| Worth Financial Advisory Group, LLC | 19,857 | $569.7K | 0.53% | −7,672−27.9% | Reduced |
| Congress Park Capital LLC | 19,820 | $568.6K | 0.32% | −5,650−22.2% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $568.0K | 0.43% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 19,729 | $566.0K | 0.50% | −1,856−8.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,670 | $564.3K | 0.09% | +400+2.1% | Added |
| Liberty Wealth Management LLC | 19,665 | $564.2K | 0.14% | −2,808−12.5% | Reduced |
| Investors Research Corp | 19,643 | $563.6K | 0.14% | −100−0.5% | Reduced |
| Vaughan David Investments LLC | 19,616 | $563.0K | 0.02% | +117+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 19,614 | $562.7K | 0.06% | −478−2.4% | Reduced |
| AXS Investments LLC | 19,522 | $560.1K | 0.15% | +1,528+8.5% | Added |
| Kearns & Associates LLC | 19,500 | $559.5K | 0.51% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 19,236 | $559.4K | 0.10% | −117−0.6% | Reduced |
| Enterprise Bank & Trust Co | 19,495 | $559.3K | 0.21% | +5,563+39.9% | Added |
| Marshall Financial Group LLC | 19,473 | $558.7K | 0.19% | −2,288−10.5% | Reduced |
| Keel Point, LLC | 19,449 | $558.0K | 0.07% | +1,061+5.8% | Added |
| SlateStone Wealth, LLC | 19,255 | $552.0K | 0.10% | −986−4.9% | Reduced |
| SOA Wealth Advisors, LLC. | 19,188 | $550.5K | 0.13% | −78−0.4% | Reduced |
| Triumph Capital Management | 19,180 | $550.3K | 0.25% | +6,807+55.0% | Added |
| Relyea Zuckerberg Hanson LLC | 19,139 | $549.1K | 0.12% | +7,403+63.1% | Added |
| Staley Capital Advisers Inc | 19,091 | $547.7K | 0.03% | +49+0.3% | Added |
| MRP Capital Investments, LLC | 19,033 | $546.1K | 0.53% | −1,050−5.2% | Reduced |
| O'Rourke & Company, Inc | 19,042 | $546.0K | 0.38% | −499−2.6% | Reduced |
| Ascent Group, LLC | 17,435 | $545.2K | 0.06% | −28,580−62.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 18,980 | $545.0K | 0.29% | −801,272−97.7% | Reduced |
| Hall Capital Management Co Inc | 18,955 | $543.8K | 0.31% | +2,340+14.1% | Added |
| Founders Capital Management, LLC | 18,942 | $543.4K | 0.12% | −30.0% | Reduced |
| Sweet Financial Partners, LLC | 18,935 | $543.2K | 0.14% | −700−3.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 18,668 | $542.9K | 0.06% | +554+3.1% | Added |
| Ignite Planners, LLC | 18,980 | $541.5K | 0.21% | +1,982+11.7% | Added |
| Catalyst Financial Partners LLC | 18,848 | $540.7K | 0.19% | +3,073+19.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $540.0K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 18,774 | $538.6K | 0.31% | +167+0.9% | Added |
| Clear Street Markets LLC | 18,760 | $538.0K | 0.22% | −7,130−27.5% | Reduced |
| New Republic Capital, LLC | 18,750 | $537.9K | 0.37% | +1,235+7.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 18,740 | $537.7K | 0.12% | +699+3.9% | Added |
| Pin Oak Investment Advisors Inc | 18,676 | $536.0K | 0.59% | −416−2.2% | Reduced |
| TAGStone Capital, Inc. | 18,655 | $535.0K | 0.39% | +23+0.1% | Added |
| Bennett Selby Investments LP | 18,636 | $534.7K | 0.31% | +151+0.8% | Added |
| Jarislowsky, Fraser Ltd | 18,627 | $534.4K | 0.00% | −216−1.1% | Reduced |
| Whitener Capital Management, Inc. | 18,568 | $532.7K | 0.20% | 00.0% | Unchanged |
| Summit Global Investments | 18,550 | $532.0K | 0.04% | +18,550 | New |
| Geller Advisors LLC | 18,530 | $531.6K | 0.07% | +2,717+17.2% | Added |
| Westhampton Capital, LLC | 18,504 | $530.9K | 0.34% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 18,037 | $529.6K | 0.23% | −2,401−11.7% | Reduced |
| Patten Group, Inc. | 18,373 | $527.1K | 0.15% | −589−3.1% | Reduced |
| Cheviot Value Management, LLC | 18,372 | $527.1K | 0.11% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 18,279 | $524.4K | 0.23% | +229+1.3% | Added |
| Lathrop Investment Management Corp | 18,255 | $524.0K | 0.11% | −320−1.7% | Reduced |
| BlueCrest Capital Management Ltd | 18,255 | $523.7K | 0.07% | +18,255 | New |
| Cherry Creek Investment Advisors, Inc. | 18,234 | $523.1K | 0.35% | +50+0.3% | Added |
| Alta Advisers Ltd | 18,200 | $522.2K | 0.29% | 00.0% | Unchanged |
| Fca Corp | 18,184 | $521.7K | 0.19% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 18,175 | $521.5K | 0.07% | 00.0% | Unchanged |