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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 18,117 | $520.0K | 0.13% | +482+2.7% | Added |
| Bank of Hawaii | 18,040 | $517.6K | 0.03% | −5,424−23.1% | Reduced |
| Tranquility Partners, LLC | 18,034 | $517.4K | 0.22% | +1,426+8.6% | Added |
| Waddell & Associates, LLC | 18,018 | $516.9K | 0.08% | −3,458−16.1% | Reduced |
| Rational Advisors LLC | 18,005 | $516.6K | 0.04% | +16,791+1,383.1% | Added |
| Guardian Capital Advisors LP | 17,580 | $516.1K | 0.06% | +1,060+6.4% | Added |
| MSH Capital Advisors LLC | 17,971 | $515.6K | 0.19% | +50.0% | Added |
| Wealthstar Advisors, LLC | 17,921 | $514.2K | 0.22% | +109+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 17,900 | $513.6K | 0.00% | +4,612+34.7% | Added |
| Provence Wealth Management Group | 17,899 | $513.5K | 0.30% | +41+0.2% | Added |
| WNY Asset Management, LLC | 17,869 | $512.7K | 0.11% | +10+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,868 | $512.6K | 0.07% | +986+5.8% | Added |
| Clear Investment Research, LLC | 17,842 | $511.9K | 0.86% | +145+0.8% | Added |
| Selective Wealth Management, Inc. | 17,823 | $510.8K | 0.25% | +17,823 | New |
| American Trust | 17,779 | $510.1K | 0.04% | −830−4.5% | Reduced |
| Abound Wealth Management | 17,764 | $509.7K | 0.21% | +346+2.0% | Added |
| Enterprise Financial Services Corp | 17,721 | $508.4K | 0.32% | +1,062+6.4% | Added |
| Verum Partners LLC | 17,671 | $507.0K | 0.46% | +8,943+102.5% | Added |
| Firethorn Wealth Partners, LLC | 17,661 | $506.7K | 0.38% | +199+1.1% | Added |
| Cyrus J. Lawrence, LLC | 17,670 | $506.0K | 0.15% | −500−2.8% | Reduced |
| LifePro Asset Management | 17,555 | $503.7K | 0.39% | −444−2.5% | Reduced |
| Day & Ennis, LLC | 17,498 | $502.0K | 0.19% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 17,470 | $501.2K | 0.06% | +3,683+26.7% | Added |
| Copperwynd Financial, LLC | 17,470 | $501.2K | 0.23% | +1,053+6.4% | Added |
| Carl P. Sherr & Co., LLC | 17,457 | $500.8K | 0.33% | +1,073+6.5% | Added |
| Tradewinds, LLC. | 17,456 | $500.8K | 0.30% | +327+1.9% | Added |
| James Hambro & Partners | 17,413 | $499.7K | 0.03% | +1,490+9.4% | Added |
| AllSquare Wealth Management LLC | 17,660 | $499.1K | 0.32% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 17,318 | $496.9K | 0.12% | −427−2.4% | Reduced |
| Silverlake Wealth Management LLC | 17,317 | $496.8K | 0.28% | +172+1.0% | Added |
| Traynor Capital Management, Inc. | 17,278 | $495.7K | 0.06% | −41−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,255 | $495.1K | 0.12% | −1,364−7.3% | Reduced |
| Navellier & Associates Inc | 17,200 | $493.5K | 0.10% | +900+5.5% | Added |
| Acorn Financial Advisory Services Inc | 17,194 | $493.3K | 0.09% | +2,063+13.6% | Added |
| Key Financial Inc | 17,152 | $492.1K | 0.16% | −108−0.6% | Reduced |
| Addison Capital Co | 17,174 | $492.0K | 0.35% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 17,110 | $490.9K | 0.37% | +183+1.1% | Added |
| WESPAC Advisors, LLC | 16,967 | $486.8K | 0.39% | +2,001+13.4% | Added |
| Delta Asset Management LLC | 16,947 | $486.2K | 0.05% | −950−5.3% | Reduced |
| Ssi Investment Management LLC | 16,942 | $486.1K | 0.03% | −2,395−12.4% | Reduced |
| Websterrogers Financial Advisors, LLC | 16,903 | $485.0K | 0.21% | +211+1.3% | Added |
| Mark Stevens | 16,863 | $483.8K | 0.06% | +1,208+7.7% | Added |
| YHB Investment Advisors, Inc. | 16,855 | $483.6K | 0.05% | +66+0.4% | Added |
| Wealth Alliance | 16,824 | $482.7K | 0.07% | −5,595−25.0% | Reduced |
| Alliance Wealth Advisors, LLC | 16,809 | $482.3K | 0.34% | +356+2.2% | Added |
| Angeles Investment Advisors, LLC | 16,808 | $482.2K | 0.04% | +2,336+16.1% | Added |
| Alan B. Lancz & Associates, Inc. | 16,778 | $481.4K | 0.51% | +2,100+14.3% | Added |
| BIP Wealth, LLC | 16,767 | $481.0K | 0.04% | −1,988−10.6% | Reduced |
| Prentice Wealth Management LLC | 16,755 | $480.7K | 0.22% | +4,331+34.9% | Added |
| Spring Capital Management, LLC | 16,743 | $480.4K | 0.38% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 16,718 | $479.6K | 0.45% | −536−3.1% | Reduced |
| Independence Bank of Kentucky | 16,685 | $478.7K | 0.19% | +2,075+14.2% | Added |
| Patron Partners Advisors, LLC | 16,627 | $477.0K | 0.34% | −1,369−7.6% | Reduced |
| Kanawha Capital Management LLC | 16,616 | $476.7K | 0.04% | +525+3.3% | Added |
| Asset Allocation & Management Company, LLC | 16,581 | $476.0K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,576 | $475.6K | 0.07% | −166−1.0% | Reduced |
| Vance Wealth, Inc. | 16,552 | $474.9K | 0.22% | −4,000−19.5% | Reduced |
| Albert D Mason Inc | 16,507 | $474.0K | 0.32% | +22+0.1% | Added |
| Blodgett Wealth Advisors, LLC | 16,520 | $474.0K | 0.49% | −200−1.2% | Reduced |
| RDA Financial Network | 16,507 | $473.6K | 0.20% | −801−4.6% | Reduced |
| Baystate Wealth Management LLC | 16,501 | $473.4K | 0.04% | −4,069−19.8% | Reduced |
| Prelude Capital Management, LLC | 16,500 | $473.4K | 0.04% | −8,688−34.5% | Reduced |
| Capital City Trust Co | 16,499 | $473.4K | 0.15% | +3,755+29.5% | Added |
| ABLE Financial Group, LLC | 16,495 | $473.2K | 0.24% | +2,520+18.0% | Added |
| Blossom Wealth Management | 16,495 | $473.2K | 1.73% | +616+3.9% | Added |
| Echo Street Capital Management LLC | 16,491 | $473.1K | 0.00% | +16,491 | New |
| Omnia Family Wealth, LLC | 16,451 | $472.0K | 0.32% | +885+5.7% | Added |
| Platform Technology Partners | 16,203 | $470.2K | 0.22% | −1,733−9.7% | Reduced |
| First Citizens Financial Corp | 16,371 | $469.7K | 0.32% | +16,371 | New |
| Bridgewealth Advisory Group, LLC | 16,365 | $469.5K | 0.76% | −111−0.7% | Reduced |
| Meeder Asset Management Inc | 16,364 | $469.5K | 0.03% | −2,286−12.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 16,337 | $468.7K | 0.10% | −28−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 16,317 | $468.1K | 0.41% | +191+1.2% | Added |
| Lineweaver Wealth Advisors, LLC | 16,300 | $467.6K | 0.13% | −176−1.1% | Reduced |
| Charles Schwab Trust Co | 16,818 | $467.4K | 0.06% | +2,346+16.2% | Added |
| BigSur Wealth Management LLC | 16,250 | $466.2K | 0.22% | −500−3.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 16,191 | $464.5K | 0.11% | −1,835−10.2% | Reduced |
| Sky Investment Group LLC | 16,170 | $463.9K | 0.10% | +170+1.1% | Added |
| Sittner & Nelson, LLC | 16,159 | $463.6K | 0.25% | +2,538+18.6% | Added |
| Summit Asset Management, LLC | 16,081 | $461.4K | 0.12% | +1,232+8.3% | Added |
| Beech Hill Advisors, Inc. | 16,050 | $460.5K | 0.22% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 16,045 | $460.3K | 0.27% | +175+1.1% | Added |
| Citizens National Bank Trust Department | 16,000 | $459.0K | 0.12% | −4,920−23.5% | Reduced |
| Kenfarb & Co. | 16,000 | $458.9K | 0.40% | +16,000 | New |
| HHM Wealth Advisors, LLC | 15,992 | $458.8K | 0.09% | +215+1.4% | Added |
| Traphagen Investment Advisors LLC | 15,974 | $458.3K | 0.06% | −1,127−6.6% | Reduced |
| Flaharty Asset Management, LLC | 15,970 | $458.2K | 0.08% | −2,163−11.9% | Reduced |
| Harbour Investments, Inc. | 15,928 | $457.0K | 0.02% | −3,807−19.3% | Reduced |
| WealthTrust Axiom LLC | 15,918 | $456.7K | 0.15% | −793−4.7% | Reduced |
| Archer Investment Corp | 15,898 | $456.1K | 0.16% | +394+2.5% | Added |
| Private Wealth Advisors | 15,866 | $455.2K | 0.19% | −45−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 15,831 | $454.2K | 0.01% | −41,371−72.3% | Reduced |
| General Partner, Inc. | 15,817 | $453.8K | 0.38% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 15,740 | $451.6K | 0.08% | +220+1.4% | Added |
| Verus Capital Partners, LLC | 15,738 | $451.5K | 0.06% | −145−0.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 15,735 | $451.4K | 0.26% | −249−1.6% | Reduced |
| Harvey Investment Co LLC | 15,686 | $450.0K | 0.06% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,652 | $449.1K | 0.19% | +60.0% | Added |
| Cidel Asset Management Inc | 15,634 | $448.5K | 0.02% | +96+0.6% | Added |
| PAX Financial Group, LLC | 15,586 | $447.2K | 0.10% | +233+1.5% | Added |