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
- 2,624
- +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
- 996 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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 20,578 | $563.4K | 0.20% | −544−2.6% | Reduced |
| Adirondack Trust Co | 20,729 | $567.3K | 0.28% | +190+0.9% | Added |
| FourThought Financial Partners, LLC | 20,726 | $567.5K | 0.08% | +70.0% | Added |
| NBW Capital LLC | 20,742 | $567.9K | 0.14% | +5,812+38.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 20,776 | $568.8K | 0.27% | +447+2.2% | Added |
| Confluence Investment Management LLC | 20,789 | $569.2K | 0.01% | −111−0.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 20,870 | $571.4K | 0.60% | +20,870 | New |
| Avidian Wealth Solutions, LLC | 20,878 | $571.6K | 0.04% | −5,101−19.6% | Reduced |
| CKW Financial Group | 20,879 | $572.0K | 0.09% | +382+1.9% | Added |
| David Loasby | 22,095 | $573.1K | 0.06% | −14,286−39.3% | Reduced |
| Community Bank, N.A. | 20,971 | $574.0K | 0.08% | +243+1.2% | Added |
| Allegheny Financial Group LTD | 20,976 | $574.3K | 0.22% | +308+1.5% | Added |
| JNBA Financial Advisors | 20,993 | $574.8K | 0.07% | +47+0.2% | Added |
| Old Mission Investment Co LLC | 20,996 | $574.9K | 0.22% | +1,099+5.5% | Added |
| Wendell David Associates Inc | 21,001 | $575.0K | 0.07% | −1,017−4.6% | Reduced |
| Advisory Alpha, LLC | 21,067 | $576.8K | 0.03% | −5,582−20.9% | Reduced |
| LBMC Investment Advisors, LLC | 22,308 | $578.0K | 0.06% | +206+0.9% | Added |
| Baystate Wealth Management LLC | 21,135 | $578.7K | 0.05% | +4,634+28.1% | Added |
| Van Cleef Asset Management,Inc | 21,221 | $581.0K | 0.09% | −2,600−10.9% | Reduced |
| Old West Investment Management, LLC | 21,226 | $581.2K | 0.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 21,297 | $583.1K | 0.06% | +502+2.4% | Added |
| Trust Co of Virginia | 21,405 | $586.1K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 21,410 | $586.2K | 0.27% | +5,207+32.1% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $587.0K | 0.25% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 21,559 | $590.3K | 0.12% | −200−0.9% | Reduced |
| Black Diamond Financial, LLC | 21,632 | $592.3K | 0.18% | −1,643−7.1% | Reduced |
| Crumly & Associates Inc. | 21,655 | $592.9K | 0.23% | −254−1.2% | Reduced |
| Parisi Gray Wealth Management | 21,696 | $594.0K | 0.27% | −15,455−41.6% | Reduced |
| WNY Asset Management, LLC | 21,799 | $596.9K | 0.12% | +3,930+22.0% | Added |
| Hilltop Holdings Inc. | 21,817 | $597.3K | 0.07% | −24,632−53.0% | Reduced |
| Moloney Securities Asset Management, LLC | 21,850 | $598.3K | 0.11% | −601−2.7% | Reduced |
| Garda Capital Partners LP | 21,854 | $598.4K | 0.38% | +21,854 | New |
| Valmark Advisers, Inc. | 21,872 | $598.9K | 0.01% | −836−3.7% | Reduced |
| Summit Global Investments | 21,862 | $599.0K | 0.04% | +3,312+17.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 22,731 | $599.0K | 0.32% | +22,731 | New |
| West Paces Advisors Inc. | 21,917 | $600.1K | 0.19% | −805−3.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 21,938 | $600.7K | 0.03% | −4,641−17.5% | Reduced |
| Smith, Moore & Co. | 22,002 | $602.4K | 0.08% | −1,456−6.2% | Reduced |
| LMG Wealth Partners, LLC | 22,035 | $603.3K | 0.18% | +365+1.7% | Added |
| Richard W. Paul & Associates, LLC | 22,070 | $604.3K | 0.28% | +1,343+6.5% | Added |
| Westover Capital Advisors, LLC | 22,123 | $605.7K | 0.22% | −22,933−50.9% | Reduced |
| Briggs Advisory Group, Inc. | 22,135 | $606.1K | 0.35% | +10.0% | Added |
| Summitry LLC | 22,153 | $606.6K | 0.04% | +277+1.3% | Added |
| Capula Management Ltd | 22,191 | $607.6K | 0.04% | +10,062+83.0% | Added |
| Marshall Financial Group LLC | 22,198 | $607.8K | 0.22% | +2,725+14.0% | Added |
| Waypoint Wealth Partners Inc. | 22,215 | $608.2K | 0.21% | +22,215 | New |
| Oakworth Capital, Inc. | 22,325 | $611.3K | 0.06% | −969−4.2% | Reduced |
| Raleigh Capital Management Inc. | 22,359 | $612.2K | 0.31% | +1,135+5.3% | Added |
| Auto-Owners Insurance Co | 22,373 | $612.6K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 22,410 | $613.6K | 0.76% | −679−2.9% | Reduced |
| Cottage Street Advisors LLC | 22,421 | $613.9K | 0.45% | −121−0.5% | Reduced |
| Eudaimonia Advisors LLC | 22,563 | $617.8K | 0.43% | +210+0.9% | Added |
| Dimension Capital Management LLC | 23,804 | $619.3K | 0.14% | +14,421+153.7% | Added |
| Eaton Financial Holdings Company, LLC | 22,619 | $619.3K | 0.17% | +232+1.0% | Added |
| Sentinel Trust Co Lba | 22,639 | $620.0K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 22,735 | $622.5K | 0.48% | −349−1.5% | Reduced |
| Catalyst Financial Partners LLC | 22,775 | $623.6K | 0.20% | +3,927+20.8% | Added |
| Everhart Financial Group, Inc. | 22,778 | $623.7K | 0.26% | +738+3.3% | Added |
| FDx Advisors, Inc. | 22,785 | $624.0K | 0.05% | −30,283−57.1% | Reduced |
| Altfest L J & Co Inc | 22,831 | $625.0K | 0.10% | −205−0.9% | Reduced |
| Peoples Bank | 22,858 | $625.9K | 0.41% | −2,161−8.6% | Reduced |
| Baldwin Investment Management, LLC | 22,900 | $627.0K | 0.10% | −1,200−5.0% | Reduced |
| L2 Asset Management, LLC | 98 | $630.4K | 0.30% | −20,590−99.5% | Reduced |
| Stevens Capital Management LP | 23,056 | $631.0K | 0.18% | +23,056 | New |
| Voya Financial Advisors, Inc. | 22,920 | $631.7K | 0.08% | +17+0.1% | Added |
| RW Investment Management LLC | 23,110 | $632.8K | 0.11% | −2,379−9.3% | Reduced |
| Aletheian Wealth Advisors LLC | 23,266 | $637.0K | 0.49% | −1,760−7.0% | Reduced |
| Glassman Wealth Services | 23,271 | $637.2K | 0.10% | +898+4.0% | Added |
| New Hampshire Trust | 23,302 | $638.0K | 0.17% | +900+4.0% | Added |
| Allstate Corp | 23,310 | $638.2K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 23,400 | $640.7K | 0.23% | 00.0% | Unchanged |
| Operose Advisors LLC | 23,422 | $641.3K | 0.25% | +3,132+15.4% | Added |
| Unionview, LLC | 23,425 | $641.4K | 0.61% | +123+0.5% | Added |
| New Millennium Group LLC | 23,517 | $643.9K | 0.59% | −1,178−4.8% | Reduced |
| Wayfinding Financial, LLC | 24,189 | $645.0K | 0.49% | −437−1.8% | Reduced |
| Curbstone Financial Management Corp | 23,592 | $645.9K | 0.16% | 00.0% | Unchanged |
| Old North State Trust, LLC | 23,576 | $646.0K | 0.50% | −80.0% | Reduced |
| Aspire Private Capital, LLC | 23,676 | $648.3K | 0.21% | +391+1.7% | Added |
| Miracle Mile Advisors, LLC | 23,752 | $650.3K | 0.02% | +202+0.9% | Added |
| Edgestream Partners, L.P. | 23,775 | $651.0K | 0.05% | −27,111−53.3% | Reduced |
| Mitchell Capital Management Co | 23,787 | $651.3K | 0.15% | −119−0.5% | Reduced |
| Tectonic Advisors LLC | 23,822 | $652.2K | 0.06% | +1,136+5.0% | Added |
| Icapital Wealth LLC | 23,837 | $652.7K | 0.46% | −3,094−11.5% | Reduced |
| Westmount Partners, LLC | 23,844 | $652.9K | 0.29% | +698+3.0% | Added |
| Relyea Zuckerberg Hanson LLC | 23,886 | $654.0K | 0.15% | +4,747+24.8% | Added |
| Rosenbaum Jay D. | 23,934 | $655.3K | 1.10% | −9,506−28.4% | Reduced |
| Beacon Financial Advisory LLC | 23,943 | $655.6K | 0.36% | +594+2.5% | Added |
| Arbor Investment Advisors, LLC | 23,962 | $656.1K | 0.11% | −298−1.2% | Reduced |
| Bridgewater Advisors Inc. | 23,967 | $656.2K | 0.11% | −53−0.2% | Reduced |
| Field & Main Bank | 23,990 | $656.6K | 0.31% | −165−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 23,996 | $657.0K | 0.32% | −1,578−6.2% | Reduced |
| Intrepid Financial Planning Group LLC | 24,023 | $657.8K | 0.34% | 00.0% | Unchanged |
| First National Bank of Omaha | 24,034 | $658.0K | 0.04% | +461+2.0% | Added |
| Integrated Investment Consultants, LLC | 24,044 | $658.3K | 0.24% | −3,444−12.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 25,269 | $658.8K | 0.09% | +24+0.1% | Added |
| Perennial Investment Advisors, LLC | 24,274 | $659.1K | 0.12% | −220−0.9% | Reduced |
| Miramar Capital, LLC | 24,105 | $660.0K | 0.18% | −5,394−18.3% | Reduced |
| Eqis Capital Management, Inc. | 24,106 | $660.0K | 0.08% | −1,931−7.4% | Reduced |
| PDS Planning, Inc | 24,125 | $660.5K | 0.09% | +2,221+10.1% | Added |
| Continuum Advisory, LLC | 24,138 | $660.9K | 0.11% | −2,950−10.9% | Reduced |