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 |
|---|---|---|---|---|---|
| Imprint Wealth LLC | 64,023 | $1.75M | 1.48% | −5,855−8.4% | Reduced |
| Lodestone Wealth Management LLC | 64,138 | $1.76M | 1.24% | −6,060−8.6% | Reduced |
| Hexagon Capital Partners LLC | 64,397 | $1.76M | 0.46% | +2,456+4.0% | Added |
| Argent Advisors, Inc. | 64,498 | $1.77M | 0.81% | +1,109+1.7% | Added |
| Clearstead Advisors, LLC | 64,659 | $1.77M | 0.11% | +6,644+11.5% | Added |
| Convergence Investment Partners, LLC | 64,771 | $1.77M | 1.05% | +209+0.3% | Added |
| Change Path, LLC | 64,962 | $1.78M | 0.13% | +26,160+67.4% | Added |
| Carolinas Wealth Consulting LLC | 67,768 | $1.79M | 0.44% | −2,878−4.1% | Reduced |
| American State Bank (Iowa) | 65,244 | $1.79M | 1.28% | +458+0.7% | Added |
| SeaCrest Wealth Management, LLC | 65,309 | $1.79M | 0.23% | −408−0.6% | Reduced |
| Versor Investments LP | 65,400 | $1.79M | 0.36% | +65,400 | New |
| Old National Bancorp | 65,463 | $1.79M | 0.05% | −4,866−6.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 65,467 | $1.79M | 0.62% | +2,092+3.3% | Added |
| Stonebridge Capital Advisors LLC | 65,495 | $1.79M | 0.20% | +2,332+3.7% | Added |
| Neville Rodie & Shaw Inc | 65,726 | $1.80M | 0.16% | −1,100−1.6% | Reduced |
| Cobblestone Capital Advisors LLC | 66,083 | $1.81M | 0.13% | −2,040−3.0% | Reduced |
| Piscataqua Savings Bank | 66,111 | $1.81M | 1.58% | −1,018−1.5% | Reduced |
| Davis Investment Partners, LLC | 70,306 | $1.83M | 0.98% | −2,469−3.4% | Reduced |
| Exchange Capital Management, Inc. | 66,994 | $1.83M | 0.35% | −1,925−2.8% | Reduced |
| Viawealth, LLC | 67,219 | $1.84M | 1.35% | +858+1.3% | Added |
| Wunderlich Capital Managemnt | 67,402 | $1.85M | 0.91% | +426+0.6% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $1.85M | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 67,649 | $1.85M | 0.50% | +28,600+73.2% | Added |
| Pinnacle Bancorp, Inc. | 68,218 | $1.87M | 0.66% | −28,766−29.7% | Reduced |
| Beacon Investment Advisors LLC | 68,294 | $1.87M | 1.32% | +108+0.2% | Added |
| EverSource Wealth Advisors, LLC | 68,294 | $1.87M | 0.20% | +24,110+54.6% | Added |
| Gladstone Institutional Advisory LLC | 68,557 | $1.88M | 0.12% | −5,575−7.5% | Reduced |
| Arkadios Wealth Advisors | 68,703 | $1.88M | 0.18% | +23,327+51.4% | Added |
| Buckingham Strategic Partners | 68,907 | $1.89M | 0.09% | +13,944+25.4% | Added |
| Aull & Monroe Investment Management Corp | 69,261 | $1.90M | 0.99% | −1,362−1.9% | Reduced |
| Holderness Investments Co | 69,610 | $1.91M | 0.74% | −631−0.9% | Reduced |
| Sunbelt Securities, Inc. | 69,629 | $1.91M | 0.26% | +559+0.8% | Added |
| Diligent Investors, LLC | 69,647 | $1.91M | 0.58% | +1,593+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 69,824 | $1.91M | 0.25% | −596−0.8% | Reduced |
| Corrado Advisors, LLC | 69,897 | $1.91M | 1.32% | +1,304+1.9% | Added |
| Massachusetts Wealth Management | 70,386 | $1.93M | 1.77% | −1,150−1.6% | Reduced |
| Hourglass Capital, LLC | 70,790 | $1.94M | 0.68% | +2,000+2.9% | Added |
| Abbrea Capital, LLC | 70,956 | $1.94M | 0.31% | −2,305−3.1% | Reduced |
| Graypoint LLC | 70,989 | $1.94M | 0.18% | +1,252+1.8% | Added |
| Atomi Financial Group, Inc. | 71,163 | $1.95M | 0.65% | +2,434+3.5% | Added |
| Agf Management Ltd | 71,172 | $1.95M | 0.01% | +71,172 | New |
| SS&H Financial Advisors, Inc. | 71,308 | $1.95M | 0.91% | +71,308 | New |
| Empire Financial Management Company, LLC | 71,333 | $1.95M | 0.85% | −9,300−11.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 71,225 | $1.96M | 0.17% | +32,818+85.4% | Added |
| 9258 Wealth Management, LLC | 71,656 | $1.96M | 0.38% | −704−1.0% | Reduced |
| Mystic Asset Management, Inc. | 71,689 | $1.96M | 1.10% | −960−1.3% | Reduced |
| Charter Research & Investment Group, Inc. | 71,816 | $1.97M | 1.77% | −2,525−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 71,837 | $1.97M | 0.25% | −14,278−16.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 71,907 | $1.97M | 0.67% | −450−0.6% | Reduced |
| EagleClaw Capital Managment, LLC | 71,986 | $1.97M | 0.45% | −912−1.3% | Reduced |
| Coastline Trust Co | 71,989 | $1.97M | 0.29% | −22,626−23.9% | Reduced |
| Norris Financial Group, LLC | 72,003 | $1.97M | 1.37% | −2,501−3.4% | Reduced |
| BlueCrest Capital Management Ltd | 72,012 | $1.97M | 0.31% | +53,757+294.5% | Added |
| H&H International Investment, LLCSuperinvestorH&H International Investment | 72,100 | $1.97M | 0.01% | +72,100 | New |
| Financial Advisory Service, Inc. | 72,154 | $1.98M | 0.21% | +72,154 | New |
| Burton Enright Welch | 72,294 | $1.98M | 0.61% | −10,464−12.6% | Reduced |
| Lincoln Capital Corp | 72,467 | $1.98M | 1.07% | −10,763−12.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 72,577 | $1.99M | 0.33% | −73,655−50.4% | Reduced |
| Cornercap Investment Counsel Inc | 72,666 | $1.99M | 0.36% | +300+0.4% | Added |
| Zions Bancorporation, N.A. | 72,721 | $1.99M | 0.17% | +9,056+14.2% | Added |
| Cumberland Partners Ltd | 72,795 | $1.99M | 0.19% | −21,784−23.0% | Reduced |
| Shorepoint Capital Partners LLC | – | $1.99M | 0.59% | – | – |
| Family Management Corp | 72,872 | $2.00M | 0.46% | +72,872 | New |
| Connectus Wealth, LLC | 72,864 | $2.00M | 0.04% | −26,850−26.9% | Reduced |
| Checchi Capital Advisers, LLC | 72,962 | $2.00M | 0.19% | −598−0.8% | Reduced |
| Nwam LLC | 73,034 | $2.00M | 0.20% | +1,986+2.8% | Added |
| Jaffetilchin Investment Partners, LLC | 73,050 | $2.00M | 0.22% | −100−0.1% | Reduced |
| Cohen Investment Advisors LLC | 73,215 | $2.00M | 1.61% | +8,664+13.4% | Added |
| Summit Trail Advisors, LLC | 73,395 | $2.01M | 0.07% | +8,270+12.7% | Added |
| NEOS Investment Management LLC | 73,596 | $2.02M | 0.26% | +73,596 | New |
| Grove Bank & Trust | 73,611 | $2.02M | 0.41% | −2,381−3.1% | Reduced |
| Perpetual Ltd | 73,677 | $2.02M | 0.02% | +40,763+123.8% | Added |
| Golden State Equity Partners | 73,685 | $2.02M | 0.56% | −667−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.03M | 0.76% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 74,028 | $2.03M | 1.30% | −628−0.8% | Reduced |
| Meridian Wealth Management, LLC | 74,154 | $2.03M | 0.12% | +32,847+79.5% | Added |
| Retirement Planning Co of New England, Inc. | 74,176 | $2.03M | 1.13% | +15,313+26.0% | Added |
| EFG Asset Management (Americas) Corp. | 74,128 | $2.03M | 0.49% | −1,354−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 74,734 | $2.05M | 0.07% | +49,395+194.9% | Added |
| Y.D. More Investments Ltd | 74,909 | $2.05M | 0.42% | +372+0.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 60,971 | $2.05M | 1.71% | +3,280+5.7% | Added |
| Alphadyne Asset Management LP | 75,042 | $2.05M | 0.99% | +63,592+555.4% | Added |
| Cigna Investments Inc | 75,216 | $2.06M | 0.47% | −9,712−11.4% | Reduced |
| Pearl River Capital, LLC | 75,239 | $2.06M | 0.32% | −119,510−61.4% | Reduced |
| Exchange Traded Concepts, LLC | 75,531 | $2.07M | 0.06% | +69,875+1,235.4% | Added |
| Meridian Wealth Advisors, LLC | 75,561 | $2.07M | 0.52% | +2,159+2.9% | Added |
| Mach-1 Financial Group, Inc. | 75,962 | $2.08M | 0.87% | −535−0.7% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $2.09M | 0.27% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 76,387 | $2.09M | 0.42% | +3,950+5.5% | Added |
| Duff & Phelps Investment Management Co | 76,430 | $2.09M | 0.03% | +517+0.7% | Added |
| Clarius Group, LLC | 76,637 | $2.10M | 0.20% | −13,398−14.9% | Reduced |
| Studio Investment Management LLC | 77,110 | $2.11M | 0.59% | +2,970+4.0% | Added |
| Sompo Asset Management Co., Ltd. | 77,380 | $2.12M | 0.46% | −33,600−30.3% | Reduced |
| Belpointe Asset Management LLC | 77,429 | $2.12M | 0.22% | +11,328+17.1% | Added |
| Kingswood Wealth Advisors, LLC | 20,561 | $2.12M | 0.36% | −27,065−56.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 77,498 | $2.12M | 0.75% | +5,376+7.5% | Added |
| Capital Analysts, LLC | 77,887 | $2.13M | 0.12% | +2,661+3.5% | Added |
| Formidable Asset Management, LLC | 78,099 | $2.14M | 0.47% | −1,248−1.6% | Reduced |
| Banco de Sabadell, S.A | 78,099 | $2.14M | 1.86% | −8,003−9.3% | Reduced |
| Citizens Business Bank | 78,192 | $2.14M | 0.50% | −4,756−5.7% | Reduced |