Skip to main content

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.

Institutional holdersQ2 2023: 2,652 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,796 institutionsQ2 2022: 2,648 institutionsQ3 2022: 2,606 institutionsQ4 2022: 2,723 institutionsQ1 2023: 2,665 institutionsQ2 2023: 2,652 institutionsQ3 2023: 2,625 institutionsQ4 2023: 2,860 institutionsQ1 2024: 2,925 institutionsQ2 2024: 2,956 institutionsQ3 2024: 2,989 institutionsQ4 2024: 3,277 institutionsQ1 2025: 3,215 institutionsQ2 2025: 3,322 institutionsQ3 2025: 3,367 institutionsQ4 2025: 3,616 institutionsQ1 2026: 3,493 institutionsQ2 2026: 3,620 institutions
Value heldQ2 2023: $158.0B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,493$259.2B
Q4 20253,616$303.6B
Q3 20253,367$281.7B
Q2 20253,322$260.1B
Q1 20253,215$231.2B
Q4 20243,277$247.3B
Q3 20242,989$220.6B
Q2 20242,956$224.3B
Q1 20242,925$213.8B
Q4 20232,860$188.1B
Q3 20232,625$150.9B
Q2 20232,652$158.0B
Q1 20232,665$157.5B
Q4 20222,723$186.9B
Q3 20222,606$169.7B
Q2 20222,648$173.8B
Q1 20222,796$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dynamic Advisor Solutions LLC131,437$3.77M0.20%−924−0.7%Reduced
Woodmont Investment Counsel LLC131,206$3.76M0.39%−5,661−4.1%Reduced
Alpha Cubed Investments, LLC130,637$3.75M0.25%−17,387−11.7%Reduced
Red Door Wealth Management, LLC130,476$3.74M0.83%+5,020+4.0%Added
Wade G W & Inc130,458$3.74M0.14%+2,113+1.6%Added
Legacy Private Trust Co.130,228$3.74M0.31%−21,026−13.9%Reduced
Silicon Valley Capital Partners129,545$3.72M0.69%+19,930+18.2%Added
Pallas Capital Advisors LLC126,234$3.71M0.17%+107,209+563.5%Added
Gotham Asset Management, LLC129,222$3.71M0.08%−12,661−8.9%Reduced
Capital Insight Partners, LLC129,134$3.70M0.83%+2,741+2.2%Added
Hodges Capital Management Inc.121,081$3.70M0.22%−2,452−2.0%Reduced
Cantor Fitzgerald, L. P.128,814$3.70M0.09%+3,175+2.5%Added
Hendershot Investments Inc.128,480$3.69M0.59%−20,612−13.8%Reduced
Signaturefd, LLC127,491$3.66M0.09%+10,471+8.9%Added
TD Private Client Wealth LLC127,078$3.65M0.16%−14,582−10.3%Reduced
First Manhattan Co126,603$3.63M0.01%−14,593−10.3%Reduced
S&CO Inc126,371$3.63M0.29%+4,050+3.3%Added
Ritholtz Wealth Management126,101$3.62M0.16%+57,261+83.2%Added
Financial Advisory Partners, LLC125,796$3.61M1.39%+27,527+28.0%Added
Sendero Wealth Management, LLC125,651$3.60M0.79%+27,798+28.4%Added
Paradigm Asset Management Co LLC124,625$3.58M0.96%+14,800+13.5%Added
Asset Planning Services Inc124,549$3.57M2.20%+725+0.6%Added
PGGM Investments124,385$3.57M0.06%−146,762−54.1%Reduced
Trustmark National Bank Trust Department124,080$3.56M0.33%−4,870−3.8%Reduced
Knightsbridge Asset Management, LLC123,706$3.55M1.14%−132,986−51.8%Reduced
DRW Securities, LLC123,612$3.55M0.27%+112,886+1,052.5%Added
Fiduciary Group LLC123,488$3.54M0.44%−740−0.6%Reduced
MainStreet Investment Advisors LLC121,936$3.50M0.38%−5,823−4.6%Reduced
Aspen Grove Capital, LLC121,630$3.49M1.13%+7,055+6.2%Added
Bank of Nova Scotia Trust Co121,479$3.49M0.36%−4,600−3.6%Reduced
Employees Retirement System of Texas121,375$3.48M0.05%−81,380−40.1%Reduced
Ostrum Asset Management121,043$3.47M0.29%−1,747−1.4%Reduced
IHT Wealth Management, LLC120,920$3.47M0.18%+61,099+102.1%Added
We Are One Seven, LLC120,913$3.47M0.32%+1,162+1.0%Added
J.W. Cole Advisors, Inc.119,713$3.43M0.25%+1,621+1.4%Added
Creative Financial Designs Inc119,573$3.43M0.40%+21,408+21.8%Added
Marco Investment Management LLC118,006$3.39M0.37%00.0%Unchanged
Parsons Capital Management Inc117,657$3.38M0.26%+5,545+4.9%Added
California First Leasing Corp117,500$3.37M2.06%00.0%Unchanged
Graybill Bartz & Assoc Ltd116,967$3.36M1.59%+1,903+1.7%Added
Principle Wealth Partners LLC116,684$3.35M0.34%−2,342−2.0%Reduced
Kingsview Wealth Management, LLC116,602$3.35M0.13%+4,886+4.4%Added
Veriti Management LLC116,340$3.34M0.37%+4,112+3.7%Added
Opus Investment Management Inc116,150$3.33M1.20%00.0%Unchanged
Consolidated Capital Management, LLC116,083$3.33M1.64%+1,584+1.4%Added
Chesley Taft & Associates LLC116,042$3.33M0.20%+200+0.2%Added
River & Mercantile Asset Management LLP116,026$3.33M0.66%−1,340−1.1%Reduced
Wintrust Investments LLC116,038$3.33M0.33%+4,555+4.1%Added
Credit Capital Investments LLC116,000$3.33M4.33%−18,000−13.4%Reduced
Asset Management Advisors, LLC115,790$3.32M2.88%+215+0.2%Added
Madison Wealth Management115,734$3.32M0.67%−122,372−51.4%Reduced
Argyle Capital Management Inc.114,893$3.30M1.19%−4,400−3.7%Reduced
Hedeker Wealth, LLC114,765$3.29M1.10%−36,467−24.1%Reduced
Essex Financial Services, Inc.114,137$3.27M0.37%−3,954−3.3%Reduced
Charter Trust Co113,982$3.27M0.25%−3,205−2.7%Reduced
Silvant Capital Management LLC113,943$3.27M0.18%−400.0%Reduced
Hudson Capital Management LLC113,360$3.25M1.25%+12,494+12.4%Added
Bank Ozk113,258$3.25M1.55%−16,182−12.5%Reduced
Chemistry Wealth Management LLC112,360$3.22M1.05%−699−0.6%Reduced
Whittier Trust Co112,391$3.22M0.06%−4,933−4.2%Reduced
Meiji Yasuda Asset Management Co Ltd.111,894$3.21M0.16%+184+0.2%Added
Varma Mutual Pension Insurance Co111,771$3.21M0.04%00.0%Unchanged
Altrius Capital Management Inc111,736$3.21M0.95%+3,267+3.0%Added
Thoroughbred Financial Services, LLC111,630$3.20M0.42%−3,360−2.9%Reduced
Harbour Capital Advisors, LLC109,144$3.19M0.94%−2,420−2.2%Reduced
Sompo Asset Management Co., Ltd.110,980$3.18M0.59%+1,310+1.2%Added
Equitable Holdings, Inc.110,179$3.16M0.05%+558+0.5%Added
United Fire Group Inc110,000$3.16M2.43%−30,000−21.4%Reduced
Latash Investments, LLC109,894$3.15M2.54%00.0%Unchanged
Harbor Capital Advisors, Inc.109,799$3.15M0.63%00.0%Unchanged
CAPROCK Group, Inc.109,618$3.14M0.23%−17,304−13.6%Reduced
Mengis Capital Management, Inc.109,068$3.13M0.62%−1,138−1.0%Reduced
Concentric Wealth Management, LLC108,808$3.12M0.99%+4,120+3.9%Added
Neumann Capital Management, LLC108,553$3.11M1.29%+1,200+1.1%Added
Scott & Selber, Inc.108,346$3.11M1.22%+31,937+41.8%Added
SYSTM Wealth Solutions LLC108,236$3.11M0.42%+1,769+1.7%Added
Boit C F David108,207$3.10M2.07%00.0%Unchanged
Klingenstein Fields & Co LP107,479$3.08M0.14%+554+0.5%Added
Kornitzer Capital Management Inc107,356$3.08M0.06%+250+0.2%Added
Capital Investment Counsel, Inc107,304$3.08M0.60%+11,283+11.8%Added
Atom Investors LP107,287$3.08M1.17%+43,454+68.1%Added
Harbor Investment Advisory, LLC106,770$3.06M0.43%−3,240−2.9%Reduced
Kingfisher Capital LLC106,655$3.06M0.80%+1,281+1.2%Added
Weinberger Asset Management, Inc106,574$3.06M1.68%+157+0.1%Added
Integrated Advisors Network LLC105,927$3.04M0.17%+13,406+14.5%Added
Lyell Wealth Management, LP105,872$3.04M0.39%−12,454−10.5%Reduced
Lakeview Capital Partners, LLC105,829$3.04M0.56%+23,341+28.3%Added
Baxter Bros Inc105,818$3.04M0.45%+489+0.5%Added
Joel Isaacson & Co., LLC105,797$3.04M0.20%+356+0.3%Added
David J Yvars Group105,743$3.03M2.51%+107+0.1%Added
Caldwell Trust Co105,259$3.02M0.39%−4,788−4.4%Reduced
London & Capital Asset Management Ltd105,217$3.02M0.30%−222−0.2%Reduced
Shilanski & Associates, Inc.104,786$3.01M1.22%+1,344+1.3%Added
Wealthspire Advisors, LLC103,880$2.98M0.05%−3,212−3.0%Reduced
TRUE Private Wealth Advisors103,671$2.97M0.44%+5,685+5.8%Added
Bartlett & Co. Wealth Management LLC103,635$2.97M0.05%+80,616+350.2%Added
Bartlett & Co. LLC103,635$2.97M0.05%+80,616+350.2%Added
Pacifica Partners Inc.102,096$2.97M1.68%+1,125+1.1%Added
Gables Capital Management Inc.103,419$2.97M1.94%−300−0.3%Reduced
Patton Albertson Miller Group, LLC103,270$2.96M0.57%+4,791+4.9%Added