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 |
|---|---|---|---|---|---|
| Buttonwood Financial Advisors Inc. | 35,323 | $967.1K | 0.61% | −179−0.5% | Reduced |
| Mechanics Bank Trust Department | 35,335 | $967.5K | 0.16% | −6,959−16.5% | Reduced |
| SignalPoint Asset Management, LLC | 35,554 | $973.5K | 0.31% | +328+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 35,625 | $975.4K | 0.79% | −5,865−14.1% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $976.9K | 0.81% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 35,738 | $978.5K | 0.45% | −260−0.7% | Reduced |
| Edge Wealth Management LLC | 35,755 | $979.0K | 0.23% | −6,512−15.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 35,785 | $979.8K | 0.35% | −2,073−5.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 35,821 | $980.8K | 0.07% | −1,133−3.1% | Reduced |
| Curated Wealth Partners LLC | 35,856 | $981.7K | 0.18% | −1,909−5.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 35,917 | $983.4K | 0.79% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 35,960 | $984.6K | 0.58% | +471+1.3% | Added |
| Aspen Investment Management Inc | 36,006 | $985.0K | 0.60% | +1,825+5.3% | Added |
| TLWM | 35,976 | $985.0K | 0.26% | +1,071+3.1% | Added |
| Geneos Wealth Management Inc. | 35,992 | $985.5K | 0.05% | +1,123+3.2% | Added |
| Blue Edge Capital, LLC | 36,059 | $987.3K | 0.21% | +59+0.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $992.7K | 0.28% | 00.0% | Unchanged |
| IFG Advisory, LLC | 36,316 | $994.4K | 0.08% | −1,650−4.3% | Reduced |
| Ogorek Anthony Joseph | 36,392 | $996.0K | 0.39% | −938−2.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,518 | $999.9K | 0.71% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 36,601 | $1.00M | 0.10% | 00.0% | Unchanged |
| CX Institutional | 37,026 | $1.01M | 0.06% | +3,892+11.7% | Added |
| Rehmann Capital Advisory Group | 37,079 | $1.02M | 0.09% | −447−1.2% | Reduced |
| Sutton Wealth Advisors Inc. | 37,098 | $1.02M | 0.50% | −266−0.7% | Reduced |
| Woodward Diversified Capital, LLC | 37,122 | $1.02M | 0.73% | +2,743+8.0% | Added |
| Legacy Financial Advisors, Inc. | 37,251 | $1.02M | 0.20% | +8,175+28.1% | Added |
| Iams Wealth Management, LLC | 37,263 | $1.02M | 0.71% | +37,263 | New |
| Quadrant Private Wealth Management, LLC | 37,321 | $1.02M | 0.34% | −338−0.9% | Reduced |
| Millennium Capital Advisors, LLC | 37,393 | $1.02M | 0.87% | −558−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,540 | $1.03M | 0.10% | −94,798−71.6% | Reduced |
| Schulhoff & Co Inc | 37,583 | $1.03M | 0.52% | −324−0.9% | Reduced |
| Biltmore Family Office, LLC | 37,617 | $1.03M | 0.23% | +40.0% | Added |
| CWA Asset Management Group, LLC | 37,620 | $1.03M | 0.08% | +1,280+3.5% | Added |
| Fort Sheridan Advisors LLC | 37,650 | $1.03M | 0.23% | −2,546−6.3% | Reduced |
| Vident Advisory, LLC | 37,687 | $1.03M | 0.03% | +37,687 | New |
| First National Bank & Trust Co of Newtown | 37,712 | $1.03M | 0.24% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 38,073 | $1.04M | 0.16% | +5,592+17.2% | Added |
| T. Rowe Price Investment Management, Inc. | 38,325 | $1.05M | 0.00% | +28,528+291.2% | Added |
| Mosaic Family Wealth Partners, LLC | 38,378 | $1.05M | 0.21% | −95−0.2% | Reduced |
| Dorchester Wealth Management Co | 38,442 | $1.05M | 0.21% | +679+1.8% | Added |
| Pinnacle Holdings, LLC | 38,501 | $1.05M | 0.49% | −519−1.3% | Reduced |
| Sargent Investment Group, LLC | 38,713 | $1.06M | 0.26% | −1,686−4.2% | Reduced |
| Howard Capital Management Inc. | 38,823 | $1.06M | 0.14% | +823+2.2% | Added |
| Global Financial Private Client, LLC | 39,871 | $1.06M | 0.55% | −7,154−15.2% | Reduced |
| Bessemer Securities LLC | 38,895 | $1.06M | 1.47% | −35,423−47.7% | Reduced |
| MWA Asset Management | 39,053 | $1.07M | 1.03% | +39,053 | New |
| Wall Street Access Asset Management, LLC | 39,087 | $1.07M | 0.55% | −3,518−8.3% | Reduced |
| Sepio Capital, LP | 39,092 | $1.07M | 0.09% | −2,400−5.8% | Reduced |
| GYL Financial Synergies, LLC | 39,149 | $1.07M | 0.10% | −355−0.9% | Reduced |
| Earnest Partners LLC | 39,313 | $1.08M | 0.01% | −12,841−24.6% | Reduced |
| Centaurus Financial, Inc. | 39,333 | $1.08M | 0.09% | +3,523+9.8% | Added |
| Jupiter Wealth Management LLC | 39,000 | $1.08M | 0.70% | +15,000+62.5% | Added |
| Manchester Capital Management LLC | 39,568 | $1.08M | 0.16% | −865−2.1% | Reduced |
| Palumbo Wealth Management LLC | 39,583 | $1.08M | 0.60% | +15,686+65.6% | Added |
| RDA Financial Network | 39,632 | $1.09M | 0.47% | +23,125+140.1% | Added |
| Coastal Bridge Advisors, LLC | 39,641 | $1.09M | 0.29% | −135−0.3% | Reduced |
| Prudent Man Advisors, LLC | 39,655 | $1.09M | 0.43% | −26−0.1% | Reduced |
| Sweeney & Michel, LLC | 38,958 | $1.09M | 0.57% | −880−2.2% | Reduced |
| Mathes Company, Inc. | 39,700 | $1.09M | 0.50% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 39,387 | $1.09M | 0.01% | +522+1.3% | Added |
| BFSG, LLC | 39,780 | $1.09M | 0.18% | −1,468−3.6% | Reduced |
| Paragon Capital Management LLC | 39,825 | $1.09M | 0.64% | −527−1.3% | Reduced |
| Credential Qtrade Securities Inc. | 39,921 | $1.09M | 0.07% | +29,644+288.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,790 | $1.09M | 0.51% | +1,152+2.8% | Added |
| E&G Advisors, LP | 39,997 | $1.10M | 0.40% | −2,150−5.1% | Reduced |
| Pentwater Capital Management LP | 40,000 | $1.10M | 0.01% | −11,487−22.3% | Reduced |
| Barbara Oil Co. | 40,000 | $1.10M | 0.52% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 40,146 | $1.10M | 0.53% | −9,007−18.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 40,160 | $1.10M | 0.32% | +850+2.2% | Added |
| Annandale Capital, LLC | 40,160 | $1.10M | 0.33% | −199−0.5% | Reduced |
| Hikari Power Ltd | 40,240 | $1.10M | 0.11% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 40,294 | $1.10M | 0.39% | −4,016−9.1% | Reduced |
| Strategic Advisors LLC | 40,324 | $1.10M | 0.22% | −1,005−2.4% | Reduced |
| RFG Advisory, LLC | 40,340 | $1.10M | 0.05% | −17,508−30.3% | Reduced |
| Greenfield Savings Bank | 40,472 | $1.11M | 0.70% | −541−1.3% | Reduced |
| Mitchell Sinkler & Starr | 40,599 | $1.11M | 0.34% | +1,344+3.4% | Added |
| Register Financial Advisors LLC | 40,623 | $1.11M | 0.81% | −3,820−8.6% | Reduced |
| Legacy Advisors, LLC | 40,678 | $1.11M | 0.18% | −1,340−3.2% | Reduced |
| Coastwise Capital Group, LLC | 40,796 | $1.12M | 1.28% | +2,047+5.3% | Added |
| Proequities, Inc. | 40,849 | $1.12M | 0.09% | −752−1.8% | Reduced |
| SageView Advisory Group, LLC | 40,900 | $1.12M | 0.06% | +258+0.6% | Added |
| Cowa, LLC | 40,914 | $1.12M | 0.76% | +1,400+3.5% | Added |
| Strategic Advocates LLC | 40,931 | $1.12M | 0.53% | +40,931 | New |
| TCW Group Inc | 41,077 | $1.12M | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41,100 | $1.13M | 0.28% | +19,392+89.3% | Added |
| Pegasus Partners Ltd. | 41,114 | $1.13M | 0.16% | +3,723+10.0% | Added |
| Bouchey Financial Group Ltd | 41,378 | $1.13M | 0.14% | −835−2.0% | Reduced |
| Aire Advisors, LLC | 41,403 | $1.13M | 0.30% | −1,374−3.2% | Reduced |
| TrinityPoint Wealth, LLC | 41,447 | $1.13M | 0.23% | −692−1.6% | Reduced |
| City Holding Co | 41,563 | $1.14M | 0.20% | −3,954−8.7% | Reduced |
| IMA Wealth, Inc. | 41,680 | $1.14M | 0.29% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 41,702 | $1.14M | 1.23% | −2,145−4.9% | Reduced |
| Ballast, Inc. | 41,723 | $1.14M | 0.46% | +4,132+11.0% | Added |
| McIlrath & Eck, LLC | 41,808 | $1.14M | 0.23% | −559−1.3% | Reduced |
| Grand Jean Capital Management Inc | 40,000 | $1.15M | 0.36% | −982−2.4% | Reduced |
| Select Asset Management & Trust | 41,940 | $1.15M | 0.67% | +1,573+3.9% | Added |
| Caxton Associates LP | 41,995 | $1.15M | 0.16% | +17,553+71.8% | Added |
| Boston Trust Walden Corp | 42,041 | $1.15M | 0.01% | −150−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 42,083 | $1.15M | 0.87% | −5,964−12.4% | Reduced |
| Adell Harriman & Carpenter Inc | 42,381 | $1.16M | 0.12% | −1,200−2.8% | Reduced |