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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Worth Venture Partners, LLC | 42,404 | $1.16M | 0.69% | +2,131+5.3% | Added |
| Fukoku Mutual Life Insurance Co | 42,410 | $1.16M | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 42,580 | $1.17M | 0.83% | −4,230−9.0% | Reduced |
| Sunesis Advisors, LLC | 42,691 | $1.17M | 0.83% | +42,691 | New |
| Strategic Investment Advisors | 42,779 | $1.17M | 0.19% | +138+0.3% | Added |
| Wrapmanager Inc | 42,825 | $1.17M | 0.38% | +3,107+7.8% | Added |
| WBH Advisory Inc | 42,881 | $1.17M | 0.14% | −5,122−10.7% | Reduced |
| InTrack Investment Management Inc | 42,882 | $1.17M | 1.03% | −4,446−9.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 42,925 | $1.18M | 0.12% | −8,680−16.8% | Reduced |
| Advisor OS, LLC | 42,942 | $1.18M | 0.18% | −15,988−27.1% | Reduced |
| White Pine Capital LLC | 43,045 | $1.18M | 0.47% | −985−2.2% | Reduced |
| RB Capital Management, LLC | 43,270 | $1.18M | 0.38% | −193−0.4% | Reduced |
| Intellectus Partners, LLC | 43,320 | $1.19M | 0.38% | +1,144+2.7% | Added |
| WT Wealth Management | 43,369 | $1.19M | 0.51% | +43,369 | New |
| CenterStar Asset Management, LLC | 43,430 | $1.19M | 3.22% | +17,126+65.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 43,541 | $1.19M | 0.03% | +12,127+38.6% | Added |
| Syon Capital LLC | 43,825 | $1.20M | 0.15% | +43,825 | New |
| Falcon Wealth Planning | 43,855 | $1.20M | 0.26% | −551−1.2% | Reduced |
| Magnus Financial Group LLC | 43,872 | $1.20M | 0.18% | −432−1.0% | Reduced |
| Ramirez Asset Management, Inc. | 43,961 | $1.20M | 0.26% | +43,961 | New |
| Benedetti & Gucer, Inc. | 43,965 | $1.20M | 0.66% | +1,155+2.7% | Added |
| WSFS Capital Management, LLC | 44,098 | $1.21M | 0.08% | +35,596+418.7% | Added |
| Palogic Value Management, L.P. | 44,226 | $1.21M | 0.60% | +656+1.5% | Added |
| Beverly Hills Private Wealth, LLC | 44,291 | $1.21M | 0.36% | −20,030−31.1% | Reduced |
| SkyOak Wealth, LLC | 44,555 | $1.22M | 0.36% | +2,848+6.8% | Added |
| PFG Investments, LLC | 44,584 | $1.22M | 0.23% | −8,871−16.6% | Reduced |
| Payden & Rygel | 44,600 | $1.22M | 0.10% | +37,000+486.8% | Added |
| Payden & Rygel Investment Group | 44,600 | $1.22M | 0.10% | +44,600 | New |
| Buffington Mohr McNeal | 44,619 | $1.22M | 0.28% | −1,950−4.2% | Reduced |
| Bragg Financial Advisors, Inc | 44,762 | $1.23M | 0.06% | −715−1.6% | Reduced |
| Westside Investment Management, Inc. | 44,801 | $1.23M | 0.35% | −1,800−3.9% | Reduced |
| One Charles Private Wealth Services, LLC | 44,856 | $1.23M | 0.72% | −6,196−12.1% | Reduced |
| Boothbay Fund Management, LLC | 44,877 | $1.23M | 0.04% | +12,453+38.4% | Added |
| Wealthsource Partners, LLC | 44,916 | $1.23M | 0.08% | −1,115−2.4% | Reduced |
| Burns J W & Co Inc | 45,087 | $1.23M | 0.20% | −45,742−50.4% | Reduced |
| Augustine Asset Management Inc | 45,269 | $1.24M | 0.57% | +2,460+5.7% | Added |
| Oarsman Capital, Inc. | 45,435 | $1.24M | 0.52% | +160+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 41,560 | $1.25M | 0.45% | +1,962+5.0% | Added |
| Key Client Fiduciary Advisors, LLC | 45,860 | $1.26M | 0.77% | +26+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,892 | $1.26M | 0.05% | −2,020−4.2% | Reduced |
| Aspiriant, LLC | 45,909 | $1.26M | 0.06% | +2,644+6.1% | Added |
| Guardian Wealth Advisors, LLC | 45,970 | $1.26M | 0.21% | +2,315+5.3% | Added |
| Marcum Wealth, LLC | 46,194 | $1.26M | 0.15% | +3,351+7.8% | Added |
| Connolly Sarah T. | 46,210 | $1.27M | 0.83% | −19,475−29.6% | Reduced |
| Atlas Brown,Inc. | 46,259 | $1.27M | 0.58% | +316+0.7% | Added |
| Avitas Wealth Management LLC | 46,315 | $1.27M | 0.24% | −975−2.1% | Reduced |
| Symmetry Partners, LLC | 46,373 | $1.27M | 0.07% | −3,999−7.9% | Reduced |
| Chapin Davis, Inc. | 46,392 | $1.27M | 0.61% | −758−1.6% | Reduced |
| Herold Advisors, Inc. | 46,432 | $1.27M | 0.39% | +1,800+4.0% | Added |
| Penserra Capital Management LLC | 46,471 | $1.27M | 0.03% | −6,235−11.8% | Reduced |
| Brady Family Wealth, LLC | 46,470 | $1.27M | 0.49% | −13,695−22.8% | Reduced |
| CRA Financial Services, LLC | 46,481 | $1.27M | 0.35% | +1,427+3.2% | Added |
| Wedmont Private Capital | 48,771 | $1.28M | 0.13% | +3,810+8.5% | Added |
| Greytown Advisors Inc. | 46,911 | $1.28M | 0.73% | −8,443−15.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 47,163 | $1.29M | 0.05% | +20.0% | Added |
| Etesian Wealth Advisors, Inc. | 47,223 | $1.29M | 0.87% | −383−0.8% | Reduced |
| Burney Co | 47,421 | $1.30M | 0.06% | +10,129+27.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 47,560 | $1.30M | 0.15% | −1,394−2.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 47,598 | $1.30M | 0.36% | +27,648+138.6% | Added |
| Exencial Wealth Advisors, LLC | 47,840 | $1.31M | 0.06% | −62−0.1% | Reduced |
| Excalibur Management Corp | 47,883 | $1.31M | 0.68% | +1,182+2.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 47,900 | $1.31M | 0.75% | −3,600−7.0% | Reduced |
| Chicago Partners Investment Group LLC | 51,294 | $1.31M | 0.07% | −778−1.5% | Reduced |
| Snider Financial Group | 47,938 | $1.31M | 0.63% | −29,615−38.2% | Reduced |
| Nixon Peabody Trust Co | 48,383 | $1.32M | 1.11% | −13,291−21.6% | Reduced |
| Buckley Wealth Management, LLC | 48,443 | $1.33M | 0.50% | −3,189−6.2% | Reduced |
| Mayflower Financial Advisors, LLC | 299,299 | $1.33M | 0.20% | −3,256−1.1% | Reduced |
| NBT Bank N A | 48,562 | $1.33M | 0.13% | +21,403+78.8% | Added |
| Probity Advisors, Inc. | 48,590 | $1.33M | 0.31% | +545+1.1% | Added |
| Waldron Private Wealth LLC | 48,715 | $1.33M | 0.07% | +2,716+5.9% | Added |
| Altman Advisors, Inc. | 48,782 | $1.34M | 0.83% | +48,782 | New |
| Martin & Co Inc | 48,840 | $1.34M | 0.35% | +385+0.8% | Added |
| Visionary Wealth Advisors | 48,928 | $1.34M | 0.11% | −764−1.5% | Reduced |
| NVWM, LLC | 48,959 | $1.34M | 0.44% | +3,100+6.8% | Added |
| Parkside Financial Bank & Trust | 49,269 | $1.35M | 0.31% | +1,742+3.7% | Added |
| Safeguard Investment Advisory Group, LLC | 49,541 | $1.36M | 0.59% | +299+0.6% | Added |
| Flagship Harbor Advisors, LLC | 49,570 | $1.36M | 0.11% | −1,043−2.1% | Reduced |
| FLC Capital Advisors | 49,637 | $1.36M | 0.41% | −12,223−19.8% | Reduced |
| Portside Wealth Group, LLC | 49,848 | $1.36M | 0.26% | +1,985+4.1% | Added |
| Longfellow Investment Management Co LLC | 49,803 | $1.36M | 0.36% | −189−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 49,482 | $1.36M | 0.03% | +37,316+306.7% | Added |
| Chiron Capital Management, LLC | 49,922 | $1.37M | 1.18% | +2,660+5.6% | Added |
| Busey Wealth Management | 49,963 | $1.37M | 0.06% | −3,212−6.0% | Reduced |
| Concord Wealth Partners | 50,156 | $1.37M | 0.29% | +7,393+17.3% | Added |
| Mission Wealth Management, LP | 50,174 | $1.37M | 0.05% | −3,516−6.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 50,200 | $1.37M | 1.04% | 00.0% | Unchanged |
| Anson Funds Management LP | 50,304 | $1.38M | 0.46% | +50,304 | New |
| Choate Investment Advisors | 50,343 | $1.38M | 0.05% | +6,621+15.1% | Added |
| Investment Advisory Services Inc | 50,363 | $1.38M | 0.59% | +10.0% | Added |
| Shufro Rose & Co LLC | 50,459 | $1.38M | 0.13% | −850−1.7% | Reduced |
| ABN AMRO Bank N.V. | 50,632 | $1.39M | 0.02% | −19,259−27.6% | Reduced |
| Ethic Inc. | 50,683 | $1.39M | 0.05% | +2,269+4.7% | Added |
| NTV Asset Management LLC | 50,789 | $1.39M | 0.25% | −650−1.3% | Reduced |
| Sierra Capital LLC | 51,045 | $1.40M | 0.22% | 00.0% | Unchanged |
| Smithfield Trust Co | 51,122 | $1.40M | 0.09% | +2,379+4.9% | Added |
| Regal Investment Advisors LLC | 51,207 | $1.40M | 0.12% | −505−1.0% | Reduced |
| HCR Wealth Advisors | 51,232 | $1.40M | 0.31% | −3,094−5.7% | Reduced |
| Capital Advisors Inc | 51,263 | $1.40M | 0.04% | −1,997−3.7% | Reduced |
| Sabal Trust CO | 51,271 | $1.40M | 0.09% | −3,880−7.0% | Reduced |
| MTM Investment Management, LLC | 51,330 | $1.41M | 0.71% | −285−0.6% | Reduced |