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, Q3 2023
Institutional positions in Bank of America Corp as of Sep 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
- 2,625
- +3 vs. Q2 2023
- Shares held
- 5.51B
- +8.38M (+0.2%) vs. Q2 2023
- Total value
- $150.9B
- −$6.88B (−4.4%) vs. Q2 2023
- New holders
- 151
- 997 more added
- Sold out
- 148
- 1,186 more reduced
30 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 7 | $192 | 0.00% | +7 | New |
| Atlantic Private Wealth, LLC | 10 | $274 | 0.00% | −740−98.7% | Reduced |
| Robinswood Financial LLC | 35 | $958 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 67 | $1.83K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 78 | $2.00K | 0.00% | −705−90.0% | Reduced |
| Lam Group, Inc. | 86 | $2.35K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 98 | $2.67K | 0.00% | +48+96.0% | Added |
| PFG Private Wealth Management, LLC | 98 | $2.67K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 102 | $2.78K | 0.00% | −474−82.3% | Reduced |
| Cedar Wealth Management, LLC | 105 | $2.88K | 0.00% | −50−32.3% | Reduced |
| Dakota Community Bank & Trust NA | 105 | $2.88K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $3.00K | 0.00% | −18,660−99.5% | Reduced |
| Halpern Financial, Inc. | 113 | $3.09K | 0.00% | +113 | New |
| Cedar Mountain Advisors, LLC | 137 | $3.75K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 137 | $3.75K | 0.00% | +137 | New |
| Briaud Financial Planning, Inc | 173 | $4.00K | 0.00% | +173 | New |
| Insight Financial Services | 147 | $4.04K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 161 | $4.41K | 0.01% | −1,300−89.0% | Reduced |
| Stephenson National Bank & Trust | 169 | $4.63K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 181 | $4.96K | 0.24% | −11−5.7% | Reduced |
| Horizon Bancorp Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 198 | $5.42K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $5.48K | 0.00% | −3,444−94.5% | Reduced |
| FSC Wealth Advisors, LLC | 200 | $5.48K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 207 | $5.67K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 211 | $5.78K | 0.00% | +211 | New |
| Cherry Tree Wealth Management, LLC | 216 | $5.92K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 222 | $6.08K | 0.00% | +222 | New |
| DB Wealth Management Group, LLC | 230 | $6.30K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 235 | $6.42K | 0.00% | +2+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 250 | $6.84K | 0.00% | −106−29.8% | Reduced |
| Coston, McIsaac & Partners | 281 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 256 | $7.01K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 270 | $7.39K | 0.00% | −589−68.6% | Reduced |
| Stone House Investment Management, LLC | 273 | $7.47K | 0.00% | +3+1.1% | Added |
| AlphaMark Advisors, LLC | 277 | $8.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 300 | $8.21K | 0.00% | +1+0.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 337 | $9.23K | 0.00% | −166−33.0% | Reduced |
| Gould Capital, LLC | 350 | $9.35K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 343 | $9.40K | 0.01% | +175+104.2% | Added |
| State of Wyoming | 346 | $9.47K | 0.00% | +9+2.7% | Added |
| Evolution Advisers, Inc. | 400 | $10.0K | 0.01% | −22−5.2% | Reduced |
| ClariVest Asset Management LLC | 399 | $10.0K | 0.00% | +186+87.3% | Added |
| Atlantic Trust, LLC | 373 | $10.2K | 0.00% | +3+0.8% | Added |
| ZRC Wealth Management, LLC | 390 | $10.7K | 0.01% | +2+0.5% | Added |
| Robbins Farley LLC | 400 | $11.0K | 0.01% | +400 | New |
| Country Trust Bank | 439 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 455 | $12.4K | 0.02% | +455 | New |
| CNB Bank | 460 | $12.6K | 0.01% | +156+51.3% | Added |
| PrairieView Partners, LLC | 500 | $13.0K | 0.00% | −227−31.2% | Reduced |
| Cranbrook Wealth Management, LLC | 498 | $13.6K | 0.00% | −514−50.8% | Reduced |
| AM Squared Ltd | 500 | $13.7K | 0.02% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 500 | $13.7K | 0.01% | +500 | New |
| Red Tortoise LLC | 528 | $14.5K | 0.01% | +2+0.4% | Added |
| LGT Financial Advisors LLC | 540 | $14.8K | 0.02% | +540 | New |
| Nordwand Advisors, LLC | 545 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 590 | $16.2K | 0.01% | −280−32.2% | Reduced |
| Bromfield Sneider Wealth Advisors | 626 | $17.1K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 645 | $17.7K | 0.02% | −450−41.1% | Reduced |
| RVW Wealth, LLC | 650 | $17.8K | 0.00% | +650 | New |
| TD Capital Management LLC | 655 | $17.9K | 0.00% | −150−18.6% | Reduced |
| Financial Freedom, LLC | 667 | $18.3K | 0.01% | +4+0.6% | Added |
| Cassady Schiller Wealth Management, LLC | 700 | $19.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 717 | $19.6K | 0.00% | −390−35.2% | Reduced |
| Marquette Asset Management, LLC | 733 | $20.1K | 0.00% | −220−23.1% | Reduced |
| Legend Financial Advisors, Inc. | 756 | $20.7K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 767 | $21.0K | 0.01% | +143+22.9% | Added |
| Granite FO LLC | 772 | $21.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 775 | $21.2K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 800 | $21.9K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 880 | $24.0K | 0.01% | −40−4.3% | Reduced |
| Northwest Investment Counselors, LLC | 877 | $24.0K | 0.01% | −60−6.4% | Reduced |
| Fortis Group Advisors, LLC | 914 | $25.0K | 0.01% | +914 | New |
| Truvestments Capital LLC | 916 | $25.1K | 0.01% | −55−5.7% | Reduced |
| Delos Wealth Advisors, LLC | 886 | $25.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 930 | $25.5K | 0.01% | −483−34.2% | Reduced |
| Front Row Advisors LLC | 926 | $25.5K | 0.01% | +80+9.5% | Added |
| Private Ocean, LLC | 956 | $26.2K | 0.00% | −225−19.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 993 | $27.2K | 0.01% | +1+0.1% | Added |
| Park Circle Co | 1,000 | $27.4K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,004 | $27.5K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,018 | $27.9K | 0.01% | +504+98.1% | Added |
| Global Trust Asset Management, LLC | 1,036 | $28.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,059 | $29.0K | 0.01% | +130+14.0% | Added |
| Institutional & Family Asset Management, LLC | 1,085 | $29.7K | 0.00% | +1+0.1% | Added |
| Castleview Partners, LLC | 1,184 | $32.4K | 0.03% | −100−7.8% | Reduced |
| Kempen Capital Management N.V. | 1,202 | $32.9K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $33.3K | 0.03% | – | – |
| Lee Financial Co | 1,236 | $33.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,254 | $34.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,257 | $34.4K | 0.02% | −493−28.2% | Reduced |
| Twin Lakes Capital Management, LLC | 1,275 | $34.9K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,281 | $35.1K | 0.02% | +9+0.7% | Added |
| Raffa Wealth Management, LLC | 1,286 | $35.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,381 | $38.0K | 0.02% | −127−8.4% | Reduced |
| Bell Investment Advisors, Inc | 1,396 | $38.2K | 0.01% | +48+3.6% | Added |
| Oakmont Corp | 1,455 | $39.8K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,495 | $40.9K | 0.02% | −357−19.3% | Reduced |
| Richelieu Gestion PLC | 1,480 | $41.0K | 0.04% | 00.0% | Unchanged |