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
- 2,652
- +9 vs. Q1 2023
- Shares held
- 5.51B
- +1.02M (0.0%) vs. Q1 2023
- Total value
- $158.0B
- +$496.4M (+0.3%) vs. Q1 2023
- New holders
- 147
- 1,075 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 173,248 | $4.95M | 0.48% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 172,032 | $4.94M | 0.38% | +59,976+53.5% | Added |
| Van Den Berg Management I, Inc | 171,977 | $4.93M | 1.77% | +5,627+3.4% | Added |
| Roanoke Asset Management Corp | 171,868 | $4.93M | 1.95% | 00.0% | Unchanged |
| Woodstock Corp | 171,798 | $4.93M | 0.58% | −10,374−5.7% | Reduced |
| Fayez Sarofim & Co | 170,910 | $4.90M | 0.02% | −28,998−14.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 170,873 | $4.90M | 1.44% | −14,705−7.9% | Reduced |
| Northern Oak Wealth Management Inc | 170,593 | $4.89M | 0.58% | −25,195−12.9% | Reduced |
| River Wealth Advisors LLC | 170,320 | $4.89M | 0.83% | +5,090+3.1% | Added |
| Whalerock Point Partners, LLC | 169,740 | $4.87M | 1.65% | +1,875+1.1% | Added |
| Webster Bank, N. A. | 169,130 | $4.85M | 0.63% | +1,753+1.0% | Added |
| Jacobi Capital Management LLC | 166,967 | $4.79M | 0.54% | +4,495+2.8% | Added |
| Cetera Advisors LLC | 166,829 | $4.79M | 0.08% | +965+0.6% | Added |
| Capricorn Fund Managers Ltd | 166,581 | $4.78M | 1.72% | +58,005+53.4% | Added |
| Boyar Asset Management Inc. | 166,052 | $4.76M | 3.52% | −4,328−2.5% | Reduced |
| Boothe Investment Group, Inc. | 166,043 | $4.76M | 2.52% | +5,210+3.2% | Added |
| United Services Automobile Association | 166,019 | $4.76M | 0.14% | +1,387+0.8% | Added |
| Smith, Salley & Associates | 165,926 | $4.76M | 0.35% | +91,988+124.4% | Added |
| Bleakley Financial Group, LLC | 165,807 | $4.76M | 0.15% | +14,113+9.3% | Added |
| Chilton Capital Management LLC | 165,364 | $4.74M | 0.26% | −837−0.5% | Reduced |
| Fiduciary Trust Co | 165,107 | $4.74M | 0.08% | −10,456−6.0% | Reduced |
| Unison Asset Management LLC | 165,023 | $4.73M | 3.16% | +5,235+3.3% | Added |
| First American Bank | 164,999 | $4.73M | 0.41% | −23,169−12.3% | Reduced |
| Shell Asset Management Co | 164,267 | $4.71M | 0.19% | −41,719−20.3% | Reduced |
| Greenleaf Trust | 163,061 | $4.68M | 0.05% | −12,720−7.2% | Reduced |
| Harvest Portfolios Group Inc. | 163,054 | $4.68M | 0.21% | −501,351−75.5% | Reduced |
| Resources Investment Advisors, LLC. | 162,722 | $4.67M | 0.10% | +27,626+20.4% | Added |
| Empowered Funds, LLC | 162,563 | $4.66M | 0.16% | +16,871+11.6% | Added |
| EA Series Trust | 162,563 | $4.66M | 0.16% | +162,563 | New |
| Udine Wealth Management, Inc. | 162,011 | $4.65M | 4.42% | +40,734+33.6% | Added |
| Congress Wealth Management LLC | 161,516 | $4.63M | 0.11% | +3,540+2.2% | Added |
| Alberta Investment Management Corp | 160,900 | $4.62M | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 160,898 | $4.62M | 0.17% | +2,343+1.5% | Added |
| Inlet Private Wealth, LLC | 160,070 | $4.59M | 1.16% | +2,900+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 160,024 | $4.59M | 0.58% | +73,269+84.5% | Added |
| Pathstone Family Office, LLC | 170,585 | $4.57M | 0.06% | −21,384−11.1% | Reduced |
| Viewpoint Capital Management LLC | 159,073 | $4.56M | 3.53% | +2,250+1.4% | Added |
| SOL Capital Management CO | 158,957 | $4.56M | 0.69% | +325+0.2% | Added |
| Level Four Advisory Services, LLC | 158,657 | $4.55M | 0.27% | +77,313+95.0% | Added |
| First Hawaiian Bank | 158,251 | $4.54M | 0.15% | −15,023−8.7% | Reduced |
| Kempner Capital Management Inc. | 158,141 | $4.54M | 2.91% | 00.0% | Unchanged |
| Check Capital Management Inc | 157,886 | $4.53M | 0.38% | +4,429+2.9% | Added |
| Lincoln National Corp | 157,744 | $4.53M | 0.09% | +15,277+10.7% | Added |
| SevenBridge Financial Group, LLC | 156,326 | $4.49M | 1.16% | −1,503−1.0% | Reduced |
| Icon Wealth Partners, LLC | 155,537 | $4.46M | 0.47% | −3,526−2.2% | Reduced |
| Lincluden Management Ltd | 154,301 | $4.43M | 0.51% | +8,850+6.1% | Added |
| Prime Capital Investment Advisors, LLC | 153,813 | $4.41M | 0.09% | +18,350+13.5% | Added |
| Fusion Capital, LLC | 153,753 | $4.41M | 2.46% | +3,897+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 152,748 | $4.38M | 0.28% | +37,641+32.7% | Added |
| Aldebaran Capital, LLC | 152,190 | $4.37M | 4.48% | −490−0.3% | Reduced |
| Andra AP-fonden | 152,100 | $4.36M | 0.11% | +31,200+25.8% | Added |
| Baugh & Associates, LLC | 152,089 | $4.36M | 2.63% | +7,345+5.1% | Added |
| Trust Co of Vermont | 150,566 | $4.32M | 0.28% | −1,871−1.2% | Reduced |
| Altrafin AG | 150,330 | $4.31M | 1.94% | −330−0.2% | Reduced |
| Boston Private Wealth LLC | 150,110 | $4.31M | 0.08% | −25,332−14.4% | Reduced |
| Raffles Associates LP | 150,000 | $4.30M | 5.78% | +150,000 | New |
| Lynch & Associates | 149,936 | $4.30M | 1.10% | +7,934+5.6% | Added |
| Richard Bernstein Advisors LLC | 148,406 | $4.26M | 0.09% | 00.0% | Unchanged |
| Investment House LLC | 148,356 | $4.26M | 0.32% | +59,893+67.7% | Added |
| Williams Jones Wealth Management, LLC. | 148,167 | $4.25M | 0.06% | −20,744−12.3% | Reduced |
| Courier Capital LLC | 148,093 | $4.25M | 0.33% | +18,983+14.7% | Added |
| Snowden Capital Advisors LLC | 147,454 | $4.23M | 0.15% | −11,870−7.5% | Reduced |
| Skylands Capital, LLC | 147,450 | $4.23M | 0.61% | +8,800+6.3% | Added |
| Signet Financial Management, LLC | 147,382 | $4.23M | 0.67% | +6,357+4.5% | Added |
| Fred Alger Management, LLC | 146,904 | $4.21M | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 146,720 | $4.21M | 0.17% | −2,562−1.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 146,232 | $4.20M | 0.44% | +27,678+23.3% | Added |
| Ariel Investments, LLC | 145,371 | $4.17M | 0.04% | +23,917+19.7% | Added |
| McGinn Investment Management, Inc. | 145,234 | $4.17M | 3.01% | +1,720+1.2% | Added |
| Chicago Trust Co NA | 143,721 | $4.12M | 0.99% | −7,401−4.9% | Reduced |
| Belmont Capital, LLC | 143,123 | $4.11M | 2.31% | +50.0% | Added |
| Roundview Capital LLC | 141,783 | $4.07M | 0.40% | −5,239−3.6% | Reduced |
| Harbor Island Capital LLC | 141,204 | $4.05M | 2.17% | −10,010−6.6% | Reduced |
| Worldquant Millennium Advisors LLC | 140,332 | $4.03M | 0.07% | −401,949−74.1% | Reduced |
| Moody National Bank Trust Division | 140,284 | $4.02M | 0.28% | +401+0.3% | Added |
| Sigma Planning Corp | 139,934 | $4.01M | 0.14% | −64,431−31.5% | Reduced |
| Arrow Financial Corp | 139,860 | $4.01M | 0.48% | +5,421+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 139,364 | $4.00M | 0.26% | +2,131+1.6% | Added |
| Sequoia Financial Advisors, LLC | 139,049 | $3.99M | 0.07% | +58,336+72.3% | Added |
| Brinker Capital Investments, LLC | 217,757 | $3.98M | 0.04% | +15,459+7.6% | Added |
| Orion Portfolio Solutions, LLC | 217,757 | $3.98M | 0.04% | +15,459+7.6% | Added |
| Lazari Capital Management, Inc. | 138,310 | $3.97M | 2.23% | +138,310 | New |
| Focused Wealth Management, Inc | 137,796 | $3.95M | 0.71% | +2,307+1.7% | Added |
| DCF Advisers, LLC | 137,250 | $3.94M | 2.72% | −750−0.5% | Reduced |
| Pring Turner Capital Group Inc | 136,008 | $3.90M | 3.58% | +24,077+21.5% | Added |
| Icon Advisers Inc | 135,890 | $3.90M | 0.99% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 135,815 | $3.90M | 0.19% | +9,868+7.8% | Added |
| Manatuck Hill Partners, LLC | 135,637 | $3.89M | 1.85% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 135,538 | $3.89M | 0.90% | +126,089+1,334.4% | Added |
| GHP Investment Advisors, Inc. | 124,173 | $3.89M | 0.23% | +5,717+4.8% | Added |
| Patten & Patten Inc | 134,581 | $3.86M | 0.32% | −4,855−3.5% | Reduced |
| KG&L Capital Management,LLC | 133,697 | $3.84M | 1.84% | +29,496+28.3% | Added |
| Carlson Capital L P | 133,400 | $3.83M | 0.33% | +133,400 | New |
| Kinneret Advisory, LLC | 133,353 | $3.83M | 0.45% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 133,110 | $3.82M | 1.58% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 132,817 | $3.81M | 0.51% | −230−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 132,387 | $3.80M | 0.37% | −1,943−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 132,338 | $3.80M | 0.40% | +132,338 | New |
| apricus wealth, LLC | 128,650 | $3.78M | 3.33% | +3,175+2.5% | Added |
| Diversified Trust Co | 131,739 | $3.78M | 0.14% | −3,259−2.4% | Reduced |