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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 15,532 | $445.6K | 0.07% | +203+1.3% | Added |
| Private Management Group Inc | 15,513 | $445.1K | 0.02% | +1,739+12.6% | Added |
| MBL Wealth, LLC | 15,511 | $445.0K | 0.06% | −2,457−13.7% | Reduced |
| Axq Capital, LP | 15,500 | $444.7K | 0.55% | +15,500 | New |
| Leavell Investment Management, Inc. | 15,437 | $443.0K | 0.03% | −803−4.9% | Reduced |
| Cahaba Wealth Management, Inc. | 15,437 | $442.9K | 0.05% | +744+5.1% | Added |
| Arlington Partners LLC | 15,425 | $442.5K | 0.07% | −7,285−32.1% | Reduced |
| Gilbert & Cook, Inc. | 15,408 | $442.1K | 0.07% | +843+5.8% | Added |
| Redhawk Wealth Advisors, Inc. | 15,310 | $439.2K | 0.13% | +7,115+86.8% | Added |
| First Western Trust Bank | 15,294 | $438.8K | 0.02% | +2,296+17.7% | Added |
| Mechanics Financial Corp | 15,250 | $437.5K | 0.24% | +100+0.7% | Added |
| RMR Wealth Builders | 15,238 | $437.2K | 0.07% | −26−0.2% | Reduced |
| Werba Rubin Papier Wealth Management | 15,220 | $436.7K | 0.15% | −52−0.3% | Reduced |
| Ascent Wealth Partners, LLC | 15,219 | $436.6K | 0.08% | +2,012+15.2% | Added |
| Constitution Capital LLC | 15,200 | $436.1K | 0.25% | −1,850−10.9% | Reduced |
| Financial Management Professionals, Inc. | 15,203 | $436.0K | 0.07% | +91+0.6% | Added |
| Landmark Financial Advisors, LLC | 15,189 | $435.8K | 0.18% | −89−0.6% | Reduced |
| Mason & Associates Inc | 15,172 | $435.3K | 0.13% | −3,951−20.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 15,157 | $434.9K | 0.07% | −910−5.7% | Reduced |
| Aviance Capital Partners, LLC | 15,081 | $432.7K | 0.09% | −3,881−20.5% | Reduced |
| Colonial Trust Co | 15,057 | $432.0K | 0.10% | −5,188−25.6% | Reduced |
| CSS LLC | 15,000 | $430.4K | 0.03% | +14,450+2,627.3% | Added |
| Encompass Wealth Advisors, LLC | 14,985 | $429.9K | 0.14% | +20.0% | Added |
| Jefferies Financial Group Inc. | 14,942 | $428.7K | 0.01% | −118,208−88.8% | Reduced |
| NBW Capital LLC | 14,930 | $428.3K | 0.10% | −4,877−24.6% | Reduced |
| City State Bank | 14,916 | $428.0K | 0.23% | −400−2.6% | Reduced |
| Towercrest Capital Management | 14,902 | $427.5K | 0.08% | +724+5.1% | Added |
| Resolute Wealth Strategies, LLC | 14,898 | $427.4K | 0.33% | −2,380−13.8% | Reduced |
| Great Diamond Partners, LLC | 14,873 | $426.7K | 0.11% | −1,232−7.6% | Reduced |
| Autumn Glory Partners, LLC | 14,856 | $426.2K | 0.31% | −1,760−10.6% | Reduced |
| Seven Eight Capital, LP | 14,854 | $426.2K | 0.07% | −12,645−46.0% | Reduced |
| Cape Investment Advisory, Inc. | 14,843 | $425.8K | 0.24% | −112−0.7% | Reduced |
| Financial Management Network Inc | 14,558 | $425.1K | 0.15% | −481−3.2% | Reduced |
| MV Capital Management, Inc. | 14,778 | $424.0K | 0.06% | +536+3.8% | Added |
| Ferguson Wellman Capital Management, Inc | 14,774 | $423.9K | 0.01% | −45−0.3% | Reduced |
| MJP Associates Inc | 14,773 | $423.8K | 0.14% | −1,108−7.0% | Reduced |
| Wagner Wealth Management, LLC | 14,683 | $421.2K | 0.16% | −711−4.6% | Reduced |
| Round Hill Asset Management | 14,679 | $421.1K | 0.26% | −193−1.3% | Reduced |
| Optimum Investment Advisors | 14,664 | $420.7K | 0.21% | +500+3.5% | Added |
| Stanley-Laman Group, Ltd. | 14,618 | $419.4K | 0.07% | +618+4.4% | Added |
| Essex Savings Bank | 14,602 | $418.8K | 0.14% | −2,251−13.4% | Reduced |
| Unigestion Holding SA | 14,610 | $418.7K | 0.02% | −2,774−16.0% | Reduced |
| NFP Retirement, Inc. | 14,557 | $417.7K | 0.08% | +24+0.2% | Added |
| Ledyard National Bank | 14,551 | $417.5K | 0.05% | −362−2.4% | Reduced |
| Donaldson Capital Management, LLC | 14,543 | $417.2K | 0.02% | −2,483−14.6% | Reduced |
| Chilton Investment Co LLC | 14,536 | $417.0K | 0.01% | −27,291−65.2% | Reduced |
| Brave Warrior Advisors, LLC | 14,532 | $416.9K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 14,516 | $416.5K | 0.04% | −3,341−18.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 14,510 | $416.3K | 0.51% | +5,869+67.9% | Added |
| Zullo Investment Group, Inc. | 14,427 | $413.9K | 0.24% | +120+0.8% | Added |
| Insight Advisors, LLC | 14,392 | $412.9K | 0.09% | −2,475−14.7% | Reduced |
| KWB Wealth | 14,368 | $412.2K | 0.07% | −1,373−8.7% | Reduced |
| United Capital Management of KS, Inc. | 14,366 | $412.2K | 0.13% | +5,453+61.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 14,360 | $412.0K | 0.03% | −3,335−18.8% | Reduced |
| Journey Strategic Wealth LLC | 14,335 | $411.3K | 0.02% | −12,912−47.4% | Reduced |
| Petix & Botte Co | 14,334 | $411.2K | 0.13% | +6,478+82.5% | Added |
| Summit Financial Wealth Advisors, LLC | 14,325 | $411.0K | 0.09% | −79−0.5% | Reduced |
| Sheets Smith Wealth Management | 14,311 | $410.6K | 0.06% | +729+5.4% | Added |
| Manhattan West Asset Management, LLC | 14,293 | $410.1K | 0.15% | −3,326−18.9% | Reduced |
| LVM Capital Management Ltd | 14,219 | $408.0K | 0.05% | −148−1.0% | Reduced |
| Northstar Group, Inc. | 14,140 | $405.7K | 0.10% | −218−1.5% | Reduced |
| BHK Investment Advisors, LLC | 14,140 | $405.7K | 0.17% | +333+2.4% | Added |
| Eagle Harbor Asset Management Inc | 14,132 | $405.4K | 0.53% | +10.0% | Added |
| Cavalier Investments, LLC | 14,086 | $404.1K | 0.15% | +885+6.7% | Added |
| Callan Family Office, LLC | 14,085 | $404.1K | 0.11% | −8,248−36.9% | Reduced |
| Sawyer & Company, Inc | 14,087 | $404.0K | 0.18% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14,048 | $403.0K | 0.04% | −28−0.2% | Reduced |
| Spinnaker Trust | 14,022 | $402.3K | 0.03% | −85−0.6% | Reduced |
| Cohen & Steers, Inc. | 14,012 | $402.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 13,999 | $401.6K | 0.10% | +476+3.5% | Added |
| Addison Advisors LLC | 13,992 | $401.4K | 0.20% | +213+1.5% | Added |
| New World Advisors LLC | 13,955 | $400.4K | 0.14% | +400+3.0% | Added |
| Weik Capital Management | 13,955 | $400.4K | 0.19% | −14,900−51.6% | Reduced |
| Berger Financial Group, Inc | 13,925 | $399.5K | 0.05% | +908+7.0% | Added |
| Saiph Capital, LLC | 103,673 | $399.2K | 0.22% | +74+0.1% | Added |
| Defined Wealth Management, LLC | 13,889 | $398.5K | 0.34% | −411−2.9% | Reduced |
| TBH Global Asset Management, LLC | 13,888 | $398.4K | 0.08% | +1,452+11.7% | Added |
| Tiemann Investment Advisors, LLC | 13,875 | $398.1K | 0.20% | −1,250−8.3% | Reduced |
| Gratus Capital LLC | 13,856 | $397.5K | 0.03% | −1,758−11.3% | Reduced |
| Nilsine Partners, LLC | 13,855 | $397.5K | 0.06% | −1,331−8.8% | Reduced |
| Lantz Financial LLC | 13,837 | $397.0K | 0.16% | +1,085+8.5% | Added |
| St Germain D J Co Inc | 13,812 | $396.3K | 0.02% | +13,812 | New |
| Lattice Capital Management, LLC | 13,800 | $395.9K | 0.69% | −41−0.3% | Reduced |
| WealthShield Partners, LLC | 13,797 | $395.9K | 0.06% | +111+0.8% | Added |
| Kavar Capital Partners Group, LLC | 13,783 | $395.4K | 0.08% | +555+4.2% | Added |
| Regatta Capital Group, LLC | 13,783 | $395.4K | 0.13% | +2,211+19.1% | Added |
| Crawford Investment Counsel Inc | 13,769 | $395.0K | 0.01% | −1,267−8.4% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $394.6K | 0.93% | 00.0% | Unchanged |
| Forte Capital LLC | 13,633 | $391.1K | 0.06% | −108−0.8% | Reduced |
| Amplius Wealth Advisors, LLC | 13,626 | $390.9K | 0.05% | −1,772−11.5% | Reduced |
| Freedom Day Solutions, LLC | 13,624 | $390.9K | 0.17% | −22,055−61.8% | Reduced |
| Callan Capital, LLC | 13,615 | $390.6K | 0.04% | −8,556−38.6% | Reduced |
| Balboa Wealth Partners | 13,595 | $390.0K | 0.14% | −11,799−46.5% | Reduced |
| CFO4Life Group, LLC | 13,570 | $389.3K | 0.08% | +2,589+23.6% | Added |
| Thrive Capital Management, LLC | 13,535 | $388.3K | 0.22% | +835+6.6% | Added |
| Bridgefront Capital, LLC | 13,506 | $387.5K | 0.21% | −1,754−11.5% | Reduced |
| Private Portfolio Partners LLC | 13,480 | $386.8K | 0.10% | −7,762−36.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,465 | $386.3K | 0.24% | −5,900−30.5% | Reduced |
| Hemington Wealth Management | 13,474 | $386.0K | 0.16% | −536−3.8% | Reduced |
| Veracity Capital LLC | 13,406 | $384.6K | 0.16% | −2,267−14.5% | Reduced |