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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 24,190 | $662.0K | 0.43% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 24,242 | $663.8K | 0.05% | −587−2.4% | Reduced |
| Baader Bank INC | 24,398 | $663.8K | 0.06% | +23,084+1,756.8% | Added |
| X-Square Capital, LLC | 23,186 | $665.0K | 0.45% | 00.0% | Unchanged |
| Intrua Financial, LLC | 24,381 | $667.6K | 0.12% | −137−0.6% | Reduced |
| Continental Advisors LLC | 24,438 | $669.1K | 0.60% | −10,000−29.0% | Reduced |
| Community Financial Services Group, LLC | 24,459 | $669.7K | 0.17% | +24,459 | New |
| Venturi Wealth Management, LLC | 24,502 | $670.9K | 0.05% | −66−0.3% | Reduced |
| Accredited Investors Inc. | 24,534 | $671.7K | 0.05% | −639−2.5% | Reduced |
| Menard Financial Group LLC | 24,597 | $673.5K | 0.97% | +4,432+22.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 24,641 | $674.7K | 0.36% | +24,641 | New |
| Capital Management Associates | 24,647 | $675.0K | 0.99% | +27+0.1% | Added |
| Nations Financial Group Inc, | 24,697 | $676.2K | 0.07% | −498−2.0% | Reduced |
| Gradient Capital Advisors, LLC | 24,742 | $677.4K | 0.28% | +93+0.4% | Added |
| StoneX Group Inc. | 24,759 | $677.9K | 0.07% | −417−1.7% | Reduced |
| Michael B. Yongue | 24,830 | $679.8K | 0.66% | −190−0.8% | Reduced |
| Abundance Wealth Counselors | 24,826 | $680.0K | 0.19% | +24,826 | New |
| Peoples Financial Services Corp. | 24,882 | $681.0K | 0.32% | −462−1.8% | Reduced |
| Rappaport Reiches Capital Management, LLC | 24,920 | $682.3K | 0.29% | +36+0.1% | Added |
| Stonegate Investment Group, LLC | 24,938 | $682.8K | 0.02% | −469,404−95.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 25,300 | $683.4K | 0.49% | −547−2.1% | Reduced |
| Tegean Capital Management, LLC | 25,000 | $684.5K | 0.72% | +25,000 | New |
| Marathon Trading Investment Management LLC | 25,018 | $685.0K | 0.52% | −720,106−96.6% | Reduced |
| Vectors Research Management, LLC | 25,000 | $685.0K | 0.22% | −362−1.4% | Reduced |
| Ignite Planners, LLC | 26,346 | $686.6K | 0.21% | +7,366+38.8% | Added |
| Berkeley Capital Partners, LLC | 25,126 | $687.9K | 0.25% | +118+0.5% | Added |
| Callan Capital, LLC | 25,128 | $688.0K | 0.07% | +11,513+84.6% | Added |
| Independent Investors Inc | 25,130 | $688.1K | 0.17% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 25,169 | $689.0K | 0.24% | +25,169 | New |
| Sawgrass Asset Management LLC | 25,189 | $689.7K | 0.08% | −1,130−4.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 25,230 | $690.8K | 0.24% | −280−1.1% | Reduced |
| Potomac Capital Management, Inc. | 25,244 | $691.2K | 0.89% | 00.0% | Unchanged |
| Sippican Capital Advisors | 25,266 | $691.8K | 0.63% | +96+0.4% | Added |
| TCI Wealth Advisors, Inc. | 25,296 | $692.6K | 0.09% | +710+2.9% | Added |
| Hedges Asset Management LLC | 25,300 | $692.7K | 0.61% | +1,000+4.1% | Added |
| MidWestOne Financial Group, Inc. | 25,357 | $694.3K | 0.16% | −1,901−7.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 25,387 | $695.1K | 0.06% | −961−3.6% | Reduced |
| Foster & Motley Inc | 25,446 | $697.0K | 0.06% | −148−0.6% | Reduced |
| Ayalon Holdings Ltd. | 25,503 | $698.0K | 0.29% | 00.0% | Unchanged |
| Mairs & Power Inc | 25,517 | $698.7K | 0.01% | −2,666−9.5% | Reduced |
| Aaron Wealth Advisors | 25,528 | $699.0K | 0.09% | −65,586−72.0% | Reduced |
| Avestar Capital, LLC | 25,567 | $700.0K | 0.11% | +3,199+14.3% | Added |
| Rather & Kittrell, Inc. | 25,572 | $700.2K | 0.28% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 25,623 | $701.6K | 0.21% | +1,074+4.4% | Added |
| Lion Street Advisors, LLC | 25,647 | $702.1K | 0.23% | +11,451+80.7% | Added |
| Rossmore Private Capital | 26,234 | $705.2K | 0.11% | −83−0.3% | Reduced |
| Spirit of America Management Corp | 25,850 | $707.8K | 0.16% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 25,866 | $708.2K | 0.12% | +1,862+7.8% | Added |
| Lawson Kroeker Investment Management Inc | 25,934 | $710.1K | 0.16% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25,999 | $711.9K | 0.16% | −1,929−6.9% | Reduced |
| Verity & Verity, LLC | 26,257 | $718.9K | 0.09% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26,267 | $719.2K | 0.01% | +26,267 | New |
| Uncommon Cents Investing LLC | 26,286 | $719.7K | 0.26% | +160+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,416 | $723.3K | 0.46% | +52+0.2% | Added |
| Coppell Advisory Solutions LLC | 21,838 | $723.3K | 0.26% | −15,079−40.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 26,476 | $724.9K | 0.49% | −499−1.8% | Reduced |
| PFG Advisors | 26,611 | $728.6K | 0.07% | −9,575−26.5% | Reduced |
| Ramiah Investment Group | 26,709 | $731.3K | 0.76% | −6,210−18.9% | Reduced |
| SPC Financial, Inc. | 26,717 | $731.5K | 0.08% | −931−3.4% | Reduced |
| Greenwich Wealth Management LLC | 26,819 | $734.0K | 0.08% | −490−1.8% | Reduced |
| Spears Abacus Advisors LLC | 26,809 | $734.0K | 0.06% | −22,698−45.8% | Reduced |
| Corundum Group, Inc. | 26,862 | $735.5K | 0.42% | −2,062−7.1% | Reduced |
| Benedict Financial Advisors Inc | 26,875 | $735.8K | 0.21% | −3,412−11.3% | Reduced |
| Bridgefront Capital, LLC | 27,055 | $740.8K | 0.52% | +13,549+100.3% | Added |
| Navalign, LLC | 27,096 | $741.9K | 0.28% | +872+3.3% | Added |
| Allen Capital Group, LLC | 27,801 | $742.3K | 0.14% | +626+2.3% | Added |
| Haverford Trust Co | 27,158 | $743.6K | 0.01% | −5,500−16.8% | Reduced |
| Main Street Financial Solutions, LLC | 27,239 | $745.8K | 0.11% | +362+1.3% | Added |
| KPP Advisory Services LLC | 27,292 | $747.2K | 0.25% | +27,292 | New |
| Journey Advisory Group, LLC | 27,397 | $750.1K | 0.11% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 27,560 | $754.6K | 0.11% | −6,000−17.9% | Reduced |
| Buckhead Capital Management LLC | 27,666 | $757.5K | 0.31% | −492−1.7% | Reduced |
| Union Savings Bank | 27,724 | $758.8K | 0.47% | +531+2.0% | Added |
| LifePro Asset Management | 27,847 | $762.5K | 0.63% | +10,292+58.6% | Added |
| ISAM Funds (UK) Ltd | 27,858 | $762.8K | 0.48% | −5,335−16.1% | Reduced |
| Welch Group, LLC | 28,057 | $768.2K | 0.05% | −2,601−8.5% | Reduced |
| Naples Global Advisors, LLC | 28,086 | $769.0K | 0.09% | +2,316+9.0% | Added |
| Winthrop Advisory Group LLC | 28,187 | $771.8K | 0.13% | −417−1.5% | Reduced |
| Cubic Asset Management, LLC | 28,192 | $771.9K | 0.21% | −2,179−7.2% | Reduced |
| Keystone Financial Group | 28,336 | $775.8K | 0.13% | +1,004+3.7% | Added |
| Private Capital Management, LLC | 28,345 | $776.1K | 0.09% | −3,311−10.5% | Reduced |
| Stableford Capital II LLC | 29,727 | $776.5K | 0.36% | +991+3.4% | Added |
| Relative Value Partners Group, LLC | 28,395 | $777.5K | 0.05% | +5,253+22.7% | Added |
| Physicians Financial Services, Inc. | 28,401 | $778.0K | 0.32% | −650−2.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 28,422 | $778.2K | 0.04% | −159−0.6% | Reduced |
| Breakwater Capital Group | 29,526 | $779.5K | 0.27% | +3,813+14.8% | Added |
| Jump Financial, LLC | 28,514 | $780.7K | 0.03% | +5,798+25.5% | Added |
| Grey Street Capital, LLC | 28,518 | $780.8K | 0.45% | −537−1.8% | Reduced |
| Evoke Wealth, LLC | 28,525 | $781.0K | 0.03% | −944−3.2% | Reduced |
| Monterey Private Wealth, Inc. | 28,599 | $783.0K | 0.39% | −21−0.1% | Reduced |
| Eudaimonia Partners, LLC | 28,624 | $783.7K | 0.19% | +1,791+6.7% | Added |
| Lowe Brockenbrough & Co Inc | 28,814 | $788.9K | 0.06% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 28,816 | $789.0K | 0.15% | −373−1.3% | Reduced |
| Orion Capital Management LLC | 28,819 | $789.1K | 0.51% | −6,250−17.8% | Reduced |
| Harbor Advisory Corp | 28,845 | $789.8K | 0.29% | +4,000+16.1% | Added |
| Channing Global Advisors, LLC | 29,005 | $794.2K | 0.77% | +4,336+17.6% | Added |
| Next Level Private LLC | 29,837 | $796.7K | 0.53% | +272+0.9% | Added |
| Kovack Advisors, Inc. | 29,103 | $796.9K | 0.11% | +122+0.4% | Added |
| Titleist Asset Management, LLC | 29,117 | $797.2K | 0.16% | +3,904+15.5% | Added |
| BLB&B Advisors, LLC | 29,161 | $798.4K | 0.06% | −2,035−6.5% | Reduced |