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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 78,393 | $2.15M | 0.72% | −374−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 78,654 | $2.15M | 0.29% | +78,654 | New |
| Bank of Nova Scotia Trust Co | 78,893 | $2.16M | 0.26% | −42,586−35.1% | Reduced |
| Parcion Private Wealth LLC | 79,118 | $2.17M | 0.22% | −91−0.1% | Reduced |
| Heritage Trust Co | 79,296 | $2.17M | 0.34% | +844+1.1% | Added |
| Synergy Financial Management, LLC | 79,400 | $2.17M | 0.43% | −123,832−60.9% | Reduced |
| Alaska Permanent Fund Corp | 79,700 | $2.18M | 0.04% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 80,000 | $2.19M | 3.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 80,045 | $2.19M | 0.08% | −2,700−3.3% | Reduced |
| Spire Wealth Management | 80,284 | $2.20M | 0.08% | +481+0.6% | Added |
| Madison Wealth Management | 80,293 | $2.20M | 0.46% | −35,441−30.6% | Reduced |
| Brookmont Capital Management | 80,591 | $2.21M | 1.38% | −521−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 80,789 | $2.21M | 0.02% | −11,107−12.1% | Reduced |
| NewEdge Wealth, LLC | 80,832 | $2.21M | 0.07% | +7,703+10.5% | Added |
| ARGA Investment Management, LP | 80,952 | $2.22M | 0.09% | +518+0.6% | Added |
| Adviser Investments LLC | 81,024 | $2.22M | 0.05% | −165,331−67.1% | Reduced |
| Brighton Jones LLC | 81,165 | $2.22M | 0.11% | +2,577+3.3% | Added |
| AIA Group Ltd | 81,253 | $2.22M | 0.11% | +14,066+20.9% | Added |
| Levin Capital Strategies, L.P. | 81,771 | $2.24M | 0.28% | −3,049−3.6% | Reduced |
| Institute for Wealth Management, LLC. | 82,050 | $2.25M | 0.41% | +2,274+2.9% | Added |
| Lakewood Asset Management LLC | 82,057 | $2.25M | 1.83% | +2,096+2.6% | Added |
| AFS Financial Group, LLC | 82,222 | $2.25M | 1.54% | −2,190−2.6% | Reduced |
| Triangle Securities Wealth Management | 82,406 | $2.26M | 0.80% | −271−0.3% | Reduced |
| Inscription Capital, LLC | 82,471 | $2.26M | 0.74% | −2,246−2.7% | Reduced |
| Financial Counselors Inc | 82,554 | $2.26M | 0.05% | −2,919−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 82,559 | $2.26M | 1.46% | +162+0.2% | Added |
| Trust Asset Management LLC | 82,806 | $2.27M | 0.24% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 82,835 | $2.27M | 0.07% | −996−1.2% | Reduced |
| Legacy Wealth Management, LLC | 82,935 | $2.27M | 1.18% | −900−1.1% | Reduced |
| Independent Financial Group, LLC | 83,017 | $2.27M | 0.15% | −5,417−6.1% | Reduced |
| Profund Advisors LLC | 83,147 | $2.28M | 0.13% | −3,020−3.5% | Reduced |
| Meitav Dash Investments Ltd | 83,381 | $2.29M | 0.04% | +7,496+9.9% | Added |
| Berkshire Bank | 83,797 | $2.29M | 0.66% | −1,364−1.6% | Reduced |
| Legato Capital Management LLC | 83,844 | $2.30M | 0.33% | 00.0% | Unchanged |
| Exeter Financial, LLC | 83,942 | $2.30M | 1.21% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 84,178 | $2.30M | 0.23% | −382−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 84,544 | $2.31M | 0.69% | +370+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 84,584 | $2.32M | 0.08% | −1,551−1.8% | Reduced |
| Mount Vernon Associates Inc | 84,747 | $2.32M | 2.56% | +628+0.7% | Added |
| Beaton Management Co. Inc. | 84,909 | $2.33M | 1.51% | 00.0% | Unchanged |
| Bank Ozk | 86,261 | $2.36M | 1.30% | −26,997−23.8% | Reduced |
| Brick & Kyle, Associates | 86,356 | $2.36M | 1.25% | −400−0.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 88,685 | $2.37M | 1.13% | +1,136+1.3% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.37M | 0.36% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 86,585 | $2.37M | 0.04% | −53,747−38.3% | Reduced |
| HBK Sorce Advisory LLC | 86,774 | $2.38M | 0.10% | −3,587−4.0% | Reduced |
| Western Wealth Management, LLC | 86,851 | $2.38M | 0.20% | +5,279+6.5% | Added |
| Birmingham Capital Management Co Inc | 86,900 | $2.38M | 0.98% | +3,148+3.8% | Added |
| Guardian Investment Management | 86,979 | $2.38M | 2.18% | +1,000+1.2% | Added |
| Caldwell Trust Co | 87,089 | $2.38M | 0.33% | −18,170−17.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 87,136 | $2.39M | 1.05% | −2,400−2.7% | Reduced |
| American Assets Inc | 87,500 | $2.40M | 1.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 87,590 | $2.40M | 0.05% | +3,975+4.8% | Added |
| Mutual Advisors, LLC | 87,838 | $2.41M | 0.09% | +2,260+2.6% | Added |
| WCG Wealth Advisors LLC | 87,440 | $2.41M | 0.18% | +87,440 | New |
| BancorpSouth Bank | 88,117 | $2.41M | 0.21% | −1,409−1.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 88,245 | $2.42M | 1.78% | −2,827−3.1% | Reduced |
| Ballentine Partners, LLC | 88,546 | $2.42M | 0.06% | +14,356+19.4% | Added |
| Wright Investors Service Inc | 88,758 | $2.43M | 0.70% | −1,666−1.8% | Reduced |
| Gries Financial LLC | 88,865 | $2.43M | 0.66% | +2,971+3.5% | Added |
| Eagle Asset Management Inc | 88,882 | $2.43M | 0.01% | +2,956+3.4% | Added |
| AlphaCore Capital LLC | 88,961 | $2.44M | 0.38% | −12,409−12.2% | Reduced |
| Klingenstein Fields & Co LP | 88,987 | $2.44M | 0.12% | −18,492−17.2% | Reduced |
| Global Retirement Partners, LLC | 94,208 | $2.44M | 0.12% | +1,215+1.3% | Added |
| Tower Bridge Advisors | 89,261 | $2.44M | 0.23% | +5,744+6.9% | Added |
| Anchor Investment Management, LLC | 89,368 | $2.45M | 0.32% | −1,297−1.4% | Reduced |
| Game Creek Capital, LP | 89,500 | $2.45M | 1.63% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89,679 | $2.46M | 0.17% | −238−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 89,971 | $2.46M | 0.21% | −1,627−1.8% | Reduced |
| Threadgill Financial, LLC | 93,993 | $2.47M | 1.89% | +51,181+119.5% | Added |
| Park Avenue Securities LLC | 90,631 | $2.48M | 0.04% | +134+0.1% | Added |
| Campbell Newman Asset Management Inc | 90,850 | $2.49M | 0.24% | 00.0% | Unchanged |
| Private Trust Co NA | 91,469 | $2.50M | 0.33% | +1,432+1.6% | Added |
| Horizon Investments, LLC | 91,505 | $2.51M | 0.08% | +193+0.2% | Added |
| ExodusPoint Capital Management, LP | 92,104 | $2.52M | 0.03% | −345,119−78.9% | Reduced |
| Wellington Shields Capital Management, LLC | 92,260 | $2.53M | 0.33% | −1,854−2.0% | Reduced |
| Coldstream Capital Management Inc | 92,267 | $2.53M | 0.08% | +10,093+12.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 92,379 | $2.53M | 0.10% | +505+0.5% | Added |
| Hodges Capital Management Inc. | 92,449 | $2.53M | 0.30% | −28,632−23.6% | Reduced |
| Apollon Wealth Management, LLC | 92,452 | $2.53M | 0.13% | −7,262−7.3% | Reduced |
| Cunning Capital Partners, LP | 92,515 | $2.53M | 1.67% | +92,515 | Added |
| Bartlett & Co. Wealth Management LLC | 92,546 | $2.53M | 0.05% | −11,089−10.7% | Reduced |
| Bartlett & Co. LLC | 92,546 | $2.53M | 0.05% | −11,089−10.7% | Reduced |
| RSM US Wealth Management LLC | 92,804 | $2.54M | 0.09% | +152+0.2% | Added |
| Pitcairn Co | 92,845 | $2.54M | 0.21% | +8,264+9.8% | Added |
| United Asset Strategies, Inc. | 92,977 | $2.55M | 0.33% | +92,977 | New |
| Long Focus Capital Management, LLC | 93,000 | $2.55M | 0.37% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 93,573 | $2.56M | 0.32% | +66,036+239.8% | Added |
| ProVise Management Group, LLC | 93,595 | $2.56M | 0.24% | −914−1.0% | Reduced |
| Aspen Grove Capital, LLC | 93,634 | $2.56M | 0.95% | −27,996−23.0% | Reduced |
| Strategic Investment Solutions, Inc. | 87,326 | $2.57M | 0.03% | +86,126+7,177.2% | Added |
| Ronald Blue Trust, Inc. | 89,674 | $2.57M | 0.04% | +579+0.6% | Added |
| Plimoth Trust Co LLC | 94,182 | $2.58M | 0.81% | −1,700−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 94,360 | $2.58M | 0.40% | −13,876−12.8% | Reduced |
| Bank of New Hampshire | 94,365 | $2.58M | 0.77% | +614+0.7% | Added |
| St. Johns Investment Management Company, LLC | 94,412 | $2.58M | 1.48% | −2,087−2.2% | Reduced |
| Hollencrest Capital Management | 94,534 | $2.59M | 0.29% | +402+0.4% | Added |
| Plancorp, LLC | 94,811 | $2.60M | 0.14% | +3,211+3.5% | Added |
| Gleason Group, Inc. | 94,825 | $2.60M | 0.68% | −377−0.4% | Reduced |
| Beach Investment Counsel Inc | 95,368 | $2.61M | 0.33% | −146,349−60.5% | Reduced |