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 |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 51,402 | $1.41M | 0.55% | +17,858+53.2% | Added |
| Grant/GrossMendelsohn, LLC | 51,653 | $1.41M | 0.61% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 51,903 | $1.42M | 0.92% | +50.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 51,673 | $1.42M | 0.07% | +51,673 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 52,042 | $1.42M | 0.05% | +5,359+11.5% | Added |
| Sandy Spring Bank | 52,049 | $1.43M | 0.08% | −6,860−11.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 52,112 | $1.43M | 0.42% | +1,845+3.7% | Added |
| Americana Partners, LLC | 60,696 | $1.43M | 0.15% | +18,845+45.0% | Added |
| Duncker Streett & Co Inc | 52,235 | $1.43M | 0.33% | −2,119−3.9% | Reduced |
| Investors Asset Management of Georgia Inc | 53,343 | $1.43M | 0.79% | 00.0% | Unchanged |
| Advisory Research Inc | 52,335 | $1.43M | 0.20% | −2,343−4.3% | Reduced |
| Cito Capital Group, LLC | 52,370 | $1.43M | 0.69% | +1,000+1.9% | Added |
| Cumberland Advisors Inc | 52,400 | $1.43M | 0.64% | −8,400−13.8% | Reduced |
| Comerica Securities,inc. | 52,564 | $1.44M | 0.12% | −27,213−34.1% | Reduced |
| Koshinski Asset Management, Inc. | 52,687 | $1.44M | 0.17% | −996−1.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 52,716 | $1.44M | 0.58% | +13,730+35.2% | Added |
| Ostrum Asset Management | 52,734 | $1.44M | 0.13% | −68,309−56.4% | Reduced |
| Octavia Wealth Advisors, LLC | 52,775 | $1.44M | 0.29% | +5,651+12.0% | Added |
| Evergreen Wealth Management, LLC | 53,083 | $1.45M | 1.15% | +786+1.5% | Added |
| Desjardins Global Asset Management Inc. | 53,258 | $1.46M | 0.16% | −18,373−25.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 53,295 | $1.46M | 0.24% | −2,646−4.7% | Reduced |
| Vise Technologies, Inc. | 53,348 | $1.46M | 0.36% | +5,996+12.7% | Added |
| McDonald Partners LLC | 53,355 | $1.46M | 0.48% | −7,533−12.4% | Reduced |
| Prosperity Consulting Group, LLC | 53,372 | $1.46M | 0.67% | +3,477+7.0% | Added |
| Lake Street Advisors Group, LLC | 53,442 | $1.46M | 0.09% | −311−0.6% | Reduced |
| Dohj, LLC | 54,819 | $1.46M | 0.65% | +12,781+30.4% | Added |
| Charles Carroll Financial Partners, LLC | 53,489 | $1.46M | 1.82% | 00.0% | Unchanged |
| Washington Trust Bank | 53,494 | $1.46M | 0.15% | −2,958−5.2% | Reduced |
| FineMark National Bank & Trust | 53,811 | $1.47M | 0.06% | −5,079−8.6% | Reduced |
| Madison Asset Management, LLC | 53,872 | $1.48M | 0.02% | +53,872 | New |
| Focus Financial Network, Inc. | 53,939 | $1.48M | 0.08% | −8,809−14.0% | Reduced |
| Hartford Financial Management Inc. | 53,966 | $1.48M | 0.38% | −2,283−4.1% | Reduced |
| Lake Street Financial LLC | 53,962 | $1.49M | 0.27% | −1,624−2.9% | Reduced |
| Ameritas Advisory Services, LLC | 54,493 | $1.49M | 0.07% | +22,784+71.9% | Added |
| Mendel Money Management | 54,566 | $1.49M | 0.80% | −300−0.5% | Reduced |
| Clarkston Capital Partners, LLC | 54,600 | $1.49M | 0.03% | +4,000+7.9% | Added |
| Am Investment Strategies LLC | 54,743 | $1.50M | 0.49% | −3,257−5.6% | Reduced |
| Connecticut Wealth Management, LLC | 54,825 | $1.50M | 0.10% | +17,735+47.8% | Added |
| RWC Asset Management LLP | 54,952 | $1.50M | 0.10% | −449,969−89.1% | Reduced |
| Wealthcare Advisory Partners LLC | 55,117 | $1.51M | 0.07% | +518+0.9% | Added |
| SeaBridge Investment Advisors LLC | 55,118 | $1.51M | 0.50% | −15,714−22.2% | Reduced |
| Jeppson Wealth Management, LLC | 55,121 | $1.51M | 0.69% | −2,790−4.8% | Reduced |
| Benjamin Edwards Inc | 55,157 | $1.51M | 0.36% | +45,506+471.5% | Added |
| Newman Dignan & Sheerar, Inc. | 55,262 | $1.51M | 0.50% | −694−1.2% | Reduced |
| Family Legacy, Inc. | 55,301 | $1.51M | 0.63% | +905+1.7% | Added |
| Schechter Investment Advisors, LLC | 55,348 | $1.52M | 0.15% | +4,187+8.2% | Added |
| Claro Advisors LLC | 55,663 | $1.52M | 0.38% | −306−0.5% | Reduced |
| NorthRock Partners, LLC | 55,672 | $1.52M | 0.16% | +18,519+49.8% | Added |
| Quadrant Capital Group LLC | 55,673 | $1.52M | 0.15% | −1,387−2.4% | Reduced |
| Machina Capital S.A.S. | 55,875 | $1.53M | 0.86% | +31,514+129.4% | Added |
| Smith Shellnut Wilson LLC | 56,220 | $1.54M | 0.94% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 56,343 | $1.54M | 0.38% | −280.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56,373 | $1.54M | 0.32% | +1,974+3.6% | Added |
| Coastal Investment Advisors, Inc. | 53,954 | $1.55M | 0.36% | −475−0.9% | Reduced |
| Beacon Financial Group | 54,016 | $1.55M | 0.22% | −180−0.3% | Reduced |
| Granite Harbor Advisors, Inc. | 56,652 | $1.55M | 1.25% | +513+0.9% | Added |
| Oak Thistle LLC | 56,813 | $1.56M | 0.46% | +34,684+156.7% | Added |
| GM Advisory Group, Inc. | 56,865 | $1.56M | 0.13% | +1,675+3.0% | Added |
| First Business Financial Services, Inc. | 56,877 | $1.56M | 0.20% | +1,172+2.1% | Added |
| Blue Fin Capital, Inc. | 56,908 | $1.56M | 0.46% | −3,155−5.3% | Reduced |
| Souders Financial Advisors | 57,167 | $1.57M | 0.30% | −981−1.7% | Reduced |
| D L Carlson Investment Group Inc | 57,225 | $1.57M | 0.32% | −588−1.0% | Reduced |
| Carson Advisory Inc. | 57,280 | $1.57M | 1.37% | +1,458+2.6% | Added |
| Poehling Capital Management, LLC | 57,616 | $1.58M | 0.55% | +1,220+2.2% | Added |
| Kennedy Investment Group | 57,686 | $1.58M | 0.95% | +1,398+2.5% | Added |
| Lafayette Investments, Inc. | 57,687 | $1.58M | 0.43% | −1,498−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 57,990 | $1.59M | 0.05% | −4,285−6.9% | Reduced |
| Csenge Advisory Group | 58,239 | $1.59M | 0.11% | −2,516−4.1% | Reduced |
| Wulff, Hansen & Co. | 58,323 | $1.60M | 1.86% | −2,975−4.9% | Reduced |
| Vision Capital Management, Inc. | 58,356 | $1.60M | 0.29% | −457−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 58,411 | $1.60M | 0.09% | +58,411 | New |
| First City Capital Management, Inc. | 58,475 | $1.60M | 1.01% | −1,722−2.9% | Reduced |
| Thomasville National Bank | 58,507 | $1.60M | 0.16% | −218−0.4% | Reduced |
| First Horizon Advisors, Inc. | 58,627 | $1.61M | 0.06% | +3,968+7.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 58,854 | $1.61M | 0.10% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 58,876 | $1.61M | 1.32% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 59,168 | $1.62M | 0.15% | +2,174+3.8% | Added |
| LJI Wealth Management, LLC | 59,261 | $1.62M | 0.47% | +1,394+2.4% | Added |
| Gs Investments, Inc. | 59,271 | $1.62M | 0.93% | −635−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 59,485 | $1.63M | 0.13% | +47,679+403.9% | Added |
| Columbia Trust Co 01012016 | 59,594 | $1.63M | 0.95% | +1,508+2.6% | Added |
| Jmac Enterprises LLC | 59,676 | $1.63M | 0.40% | −1,796−2.9% | Reduced |
| Cornerstone Wealth Group, LLC | 59,683 | $1.63M | 0.29% | −1,398−2.3% | Reduced |
| Finer Wealth Management, Inc. | 59,687 | $1.63M | 1.31% | +9,297+18.5% | Added |
| Paloma Partners Management Co | 59,738 | $1.64M | 0.34% | +59,738 | New |
| CMG Global Holdings, LLC | 60,154 | $1.65M | 1.41% | −1,828−2.9% | Reduced |
| Citizens Financial Group Inc | 60,140 | $1.65M | 0.07% | −13,721−18.6% | Reduced |
| Coombe, Bender & Co LLC | 60,285 | $1.65M | 1.24% | +1,211+2.0% | Added |
| M Holdings Securities, Inc. | 60,863 | $1.67M | 0.22% | +60,863 | New |
| Cohen Lawrence B | 60,910 | $1.67M | 1.13% | −16,380−21.2% | Reduced |
| Vanguard Capital Wealth Advisors | 60,959 | $1.67M | 1.55% | −4,652−7.1% | Reduced |
| Cullinan Associates Inc | 61,552 | $1.69M | 0.10% | −12,345−16.7% | Reduced |
| Transcend Wealth Collective, LLC | 61,752 | $1.69M | 0.16% | −22,147−26.4% | Reduced |
| Naviter Wealth, LLC | 61,866 | $1.69M | 0.41% | +5,325+9.4% | Added |
| Howland Capital Management LLC | 62,005 | $1.70M | 0.10% | −104−0.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 62,131 | $1.70M | 0.70% | −1,714−2.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 62,288 | $1.71M | 0.21% | +4,295+7.4% | Added |
| Qtron Investments LLC | 62,782 | $1.72M | 0.33% | −2,211−3.4% | Reduced |
| Capital Asset Advisory Services LLC | 64,160 | $1.73M | 0.12% | +9,260+16.9% | Added |
| Fishman Jay A Ltd | 63,337 | $1.73M | 0.22% | −7,200−10.2% | Reduced |