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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 29,914 | $798.7K | 0.29% | −1,554−4.9% | Reduced |
| Covenant Asset Management, LLC | 29,182 | $799.0K | 0.25% | −175−0.6% | Reduced |
| Wealth Architects, LLC | 29,224 | $800.2K | 0.14% | +719+2.5% | Added |
| Samalin Investment Counsel, LLC | 29,239 | $800.6K | 0.46% | +811+2.9% | Added |
| Accurate Wealth Management, LLC | 29,061 | $801.5K | 0.25% | +668+2.4% | Added |
| Ropes Wealth Advisors LLC | 29,363 | $804.0K | 0.16% | −9,047−23.6% | Reduced |
| Mather Group, LLC. | 29,424 | $805.6K | 0.01% | +3,757+14.6% | Added |
| Horizon Kinetics Asset Management LLC | 29,426 | $805.7K | 0.02% | −1,250−4.1% | Reduced |
| McLean Asset Management Corp | 29,871 | $806.8K | 0.33% | −241−0.8% | Reduced |
| Tyler-Stone Wealth Management | 29,462 | $807.0K | 0.46% | +513+1.8% | Added |
| Clough Capital Partners L P | 29,500 | $807.7K | 0.09% | 00.0% | Unchanged |
| Garner Asset Management Corp | 29,518 | $808.0K | 0.48% | +1,538+5.5% | Added |
| Pitti Group Wealth Management, LLC | 29,548 | $809.0K | 0.93% | +906+3.2% | Added |
| S.A. Mason LLC | 29,548 | $809.0K | 0.58% | −496−1.7% | Reduced |
| Hartford Funds Management Co LLC | 29,645 | $811.7K | 0.09% | +2,144+7.8% | Added |
| Johnson & White Wealth Management, LLC | 29,733 | $814.0K | 0.74% | +29,733 | New |
| GFG Capital, LLC | 29,791 | $815.7K | 0.26% | −87−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 29,802 | $816.0K | 0.16% | +809+2.8% | Added |
| Horrell Capital Management, Inc. | 29,820 | $816.0K | 0.27% | −388−1.3% | Reduced |
| Alpha Omega Wealth Management LLC | 29,803 | $816.0K | 0.14% | −2,292−7.1% | Reduced |
| NCM Capital Management, LLC | 29,848 | $817.2K | 0.58% | −581−1.9% | Reduced |
| Centennial Bank | 29,850 | $817.3K | 0.57% | −1,063−3.4% | Reduced |
| Quent Capital, LLC | 29,872 | $817.9K | 0.13% | +1,125+3.9% | Added |
| Quinn Opportunity Partners LLC | 30,000 | $821.4K | 0.11% | −290,000−90.6% | Reduced |
| Wealth Effects LLC | 30,066 | $823.2K | 0.41% | −520−1.7% | Reduced |
| Black Maple Capital Management LP | 30,100 | $824.1K | 0.74% | −1,000−3.2% | Reduced |
| Concord Asset Management, LLC | 30,123 | $824.8K | 0.28% | +7,202+31.4% | Added |
| Sit Investment Associates Inc | 30,220 | $827.0K | 0.02% | −38,350−55.9% | Reduced |
| Insigneo Advisory Services, LLC | 30,314 | $830.0K | 0.17% | −53,517−63.8% | Reduced |
| First PREMIER Bank | 30,357 | $831.0K | 0.25% | −490−1.6% | Reduced |
| RMR Wealth Builders | 30,511 | $835.4K | 0.13% | +15,273+100.2% | Added |
| Denali Advisors LLC | 30,600 | $837.8K | 0.29% | +1,200+4.1% | Added |
| Kidder Stephen W | 30,615 | $838.2K | 0.29% | −60−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 30,656 | $839.4K | 0.42% | −24,872−44.8% | Reduced |
| Washington Capital Management Inc | 30,685 | $840.2K | 0.77% | 00.0% | Unchanged |
| Krilogy Financial LLC | 30,740 | $841.7K | 0.08% | −1,980−6.1% | Reduced |
| Greenline Partners, LLC | 30,754 | $842.0K | 0.16% | +7,849+34.3% | Added |
| IMS Capital Management | 30,791 | $843.1K | 0.50% | 00.0% | Unchanged |
| MSD Partners, L.P. | 30,916 | $846.5K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 30,935 | $847.0K | 0.37% | −1,711−5.2% | Reduced |
| CoreCap Advisors, LLC | 31,040 | $849.9K | 0.06% | −1,506−4.6% | Reduced |
| Cypress Capital Group | 31,050 | $850.1K | 0.12% | +3,246+11.7% | Added |
| Financial Advocates Investment Management | 31,134 | $852.5K | 0.06% | −1,936−5.9% | Reduced |
| Colonial Trust Advisors | 31,168 | $853.4K | 0.10% | −3,947−11.2% | Reduced |
| Paragon Financial Partners, Inc. | 31,242 | $855.4K | 0.89% | +17+0.1% | Added |
| Chesapeake Wealth Management | 31,252 | $855.7K | 0.36% | −1,220−3.8% | Reduced |
| Pathway Financial Advisers, LLC | 31,331 | $857.8K | 0.35% | +31,331 | New |
| Psagot Value Holdings Ltd. / (Israel) | 31,237 | $858.0K | 0.44% | −1,944−5.9% | Reduced |
| Shepherd Financial Partners LLC | 31,347 | $858.3K | 0.13% | +2,619+9.1% | Added |
| TruWealth Advisors, LLC | 31,385 | $859.3K | 0.07% | −305,727−90.7% | Reduced |
| Mark Asset Management LP | 31,400 | $860.0K | 0.16% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 31,453 | $861.2K | 0.05% | −4,552−12.6% | Reduced |
| Fidelis Capital Partners, LLC | 31,487 | $861.6K | 0.29% | −582−1.8% | Reduced |
| Oder Investment Management, LLC | 31,490 | $862.2K | 0.93% | +27+0.1% | Added |
| Ellsworth Advisors, LLC | 31,990 | $862.5K | 0.31% | +8,571+36.6% | Added |
| First Foundation Advisors | 31,520 | $863.0K | 0.04% | +2,684+9.3% | Added |
| Roman Butler Fullerton & Co | 32,321 | $864.9K | 0.41% | +637+2.0% | Added |
| Sterling Investment Counsel, LLC | 31,634 | $866.1K | 0.50% | +1,856+6.2% | Added |
| Apriem Advisors | 31,640 | $866.3K | 0.13% | −169−0.5% | Reduced |
| Girard Partners Ltd. | 31,659 | $866.8K | 0.10% | −8,098−20.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,749 | $869.3K | 0.06% | −156,005−83.1% | Reduced |
| RMB Capital Management, LLC | 31,772 | $869.9K | 0.03% | −1,479−4.4% | Reduced |
| Stony Point Wealth Management Inc. | 33,102 | $870.9K | 0.45% | −5,038−13.2% | Reduced |
| Good Life Advisors, LLC | 31,876 | $872.8K | 0.10% | +828+2.7% | Added |
| M&R Capital Management Inc | 31,965 | $875.2K | 0.24% | −5,873−15.5% | Reduced |
| Proffitt & Goodson Inc | 31,981 | $875.6K | 0.18% | −875−2.7% | Reduced |
| Bryn Mawr Trust Co | 32,396 | $887.0K | 0.04% | +4,271+15.2% | Added |
| Barrett & Company, Inc. | 32,457 | $888.7K | 0.52% | +11,813+57.2% | Added |
| Full Sail Capital, LLC | 32,528 | $890.6K | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 32,542 | $891.0K | 0.09% | −3,859−10.6% | Reduced |
| First National Bank Sioux Falls | 32,683 | $894.9K | 0.53% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 32,792 | $898.0K | 0.31% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32,900 | $900.8K | 0.23% | −943−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,184 | $908.6K | 0.15% | −810−2.4% | Reduced |
| Daymark Wealth Partners, LLC | 33,274 | $911.0K | 0.06% | −3,898−10.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 33,363 | $913.5K | 0.54% | −641−1.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 33,365 | $913.5K | 0.27% | +17,065+104.7% | Added |
| Aurora Private Wealth, Inc. | 33,376 | $914.0K | 1.01% | +1,041+3.2% | Added |
| Waycross Partners, LLC | 33,500 | $917.2K | 0.20% | +2,000+6.3% | Added |
| Tiedemann Advisors, LLC | 33,561 | $918.9K | 0.04% | +33,561 | New |
| Armstrong Advisory Group, Inc | 33,676 | $922.0K | 0.10% | −3,850−10.3% | Reduced |
| Lloyd Advisory Services, LLC. | 33,697 | $922.6K | 0.31% | +33,697 | New |
| Norden Group LLC | 33,697 | $922.6K | 0.31% | +33,697 | New |
| Court Place Advisors, LLC | 33,717 | $923.2K | 0.33% | −519−1.5% | Reduced |
| CSS LLC | 33,900 | $928.2K | 0.08% | +18,900+126.0% | Added |
| MCF Advisors LLC | 34,026 | $931.6K | 0.08% | −75−0.2% | Reduced |
| Columbia Asset Management | 34,049 | $932.0K | 0.21% | −9,393−21.6% | Reduced |
| Tobam | 34,097 | $934.0K | 0.07% | +2,563+8.1% | Added |
| Provenance Wealth Advisors, LLC | 34,198 | $936.3K | 0.15% | +34,198 | New |
| Intrinsic Value Partners, LLC | 34,203 | $936.5K | 1.20% | −50−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 34,278 | $938.5K | 0.55% | −1,299−3.7% | Reduced |
| Summit Financial, LLC | 34,345 | $940.4K | 0.07% | −17,705−34.0% | Reduced |
| MRP Capital Investments, LLC | 37,772 | $944.3K | 1.05% | +18,739+98.5% | Added |
| Alps Advisors Inc | 34,540 | $945.7K | 0.01% | +1,333+4.0% | Added |
| Colonial River Wealth Management, LLC | 34,563 | $946.3K | 0.62% | +22,594+188.8% | Added |
| Pasadena Private Wealth, LLC | 34,647 | $948.6K | 0.28% | −150−0.4% | Reduced |
| IPG Investment Advisors LLC | 34,711 | $950.4K | 0.21% | −2,358−6.4% | Reduced |
| West Branch Capital LLC | 35,131 | $961.9K | 0.50% | +60.0% | Added |
| Circle Wealth Management, LLC | 35,196 | $963.7K | 0.02% | +582+1.7% | Added |
| Cape Ann Savings Bank | 35,271 | $965.7K | 0.68% | −1,025−2.8% | Reduced |