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 |
|---|---|---|---|---|---|
| Bridgecreek Investment Management, LLC | 95,500 | $2.61M | 0.53% | −2,500−2.6% | Reduced |
| Ami Investment Management Inc | 95,526 | $2.62M | 1.18% | −1,870−1.9% | Reduced |
| 1st Source Bank | 95,803 | $2.62M | 0.18% | −5,368−5.3% | Reduced |
| Meridian Investment Counsel Inc. | 95,816 | $2.62M | 0.98% | −925−1.0% | Reduced |
| Forum Financial Management, LP | 95,897 | $2.63M | 0.06% | +185+0.2% | Added |
| Credit Capital Investments LLC | 96,000 | $2.63M | 3.48% | −20,000−17.2% | Reduced |
| AMG National Trust Bank | 96,122 | $2.63M | 0.09% | −4,371−4.3% | Reduced |
| Commerzbank Aktiengesellschaft | 96,465 | $2.64M | 0.13% | −135,264−58.4% | Reduced |
| Pacifica Partners Inc. | 102,311 | $2.67M | 1.45% | +215+0.2% | Added |
| Lakeview Capital Partners, LLC | 97,776 | $2.68M | 0.52% | −8,053−7.6% | Reduced |
| Princeton Global Asset Management LLC | 97,851 | $2.68M | 0.76% | +5,628+6.1% | Added |
| Fund Management at Engine No. 1 LLC | 98,870 | $2.71M | 0.43% | +8,602+9.5% | Added |
| Capital Investment Advisory Services, LLC | 99,305 | $2.72M | 0.27% | +1,822+1.9% | Added |
| Steel Peak Wealth Management LLC | 99,568 | $2.73M | 0.17% | −3,448−3.3% | Reduced |
| Asset Dedication, LLC | 99,298 | $2.73M | 0.23% | +517+0.5% | Added |
| Advent Capital Management | 100,000 | $2.74M | 0.06% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 100,000 | $2.74M | 0.95% | +100,000 | New |
| Abbot Financial Management, Inc. | 100,120 | $2.74M | 1.84% | −2,436−2.4% | Reduced |
| Hendershot Investments Inc. | 100,124 | $2.74M | 0.46% | −28,356−22.1% | Reduced |
| Sumitomo Life Insurance Co | 101,454 | $2.78M | 0.08% | +1,766+1.8% | Added |
| Roundview Capital LLC | 101,487 | $2.78M | 0.28% | −40,296−28.4% | Reduced |
| Gables Capital Management Inc. | 101,594 | $2.78M | 1.94% | −1,825−1.8% | Reduced |
| Marco Investment Management LLC | 101,620 | $2.78M | 0.32% | −16,386−13.9% | Reduced |
| Wintrust Investments LLC | 101,777 | $2.79M | 0.29% | −14,261−12.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 102,485 | $2.81M | 0.02% | +4,509+4.6% | Added |
| Canandaigua National Bank & Trust Co | 102,690 | $2.81M | 0.46% | +1,119+1.1% | Added |
| Warther Private Wealth, LLC | 102,820 | $2.82M | 1.87% | +102,820 | New |
| Lyell Wealth Management, LP | 103,014 | $2.82M | 0.38% | −2,858−2.7% | Reduced |
| Kornitzer Capital Management Inc | 103,081 | $2.82M | 0.06% | −4,275−4.0% | Reduced |
| Parallel Advisors, LLC | 103,168 | $2.82M | 0.09% | +2,234+2.2% | Added |
| Verdence Capital Advisors LLC | 103,643 | $2.84M | 0.31% | +13,229+14.6% | Added |
| Kingfisher Capital LLC | 105,076 | $2.88M | 0.78% | −1,579−1.5% | Reduced |
| London & Capital Asset Management Ltd | 105,113 | $2.88M | 0.26% | −104−0.1% | Reduced |
| NBC Securities, Inc. | 105,140 | $2.88M | 0.32% | +105,140 | New |
| Avantax Planning Partners, Inc. | 105,465 | $2.89M | 0.12% | +25,548+32.0% | Added |
| Boit C F David | 108,207 | $2.89M | 1.98% | 00.0% | Unchanged |
| David J Yvars Group | 105,866 | $2.90M | 2.42% | +123+0.1% | Added |
| Patton Albertson Miller Group, LLC | 106,337 | $2.91M | 0.57% | +3,067+3.0% | Added |
| Harbor Investment Advisory, LLC | 106,370 | $2.91M | 0.38% | −400−0.4% | Reduced |
| Essex Financial Services, Inc. | 106,396 | $2.91M | 0.34% | −7,741−6.8% | Reduced |
| DoubleLine ETF Adviser LP | 106,480 | $2.92M | 1.04% | +5,827+5.8% | Added |
| Joel Isaacson & Co., LLC | 106,876 | $2.93M | 0.20% | +1,079+1.0% | Added |
| CAPROCK Group, Inc. | 106,920 | $2.93M | 0.22% | −2,698−2.5% | Reduced |
| Weinberger Asset Management, Inc | 106,925 | $2.93M | 1.67% | +351+0.3% | Added |
| Slagle Financial, LLC | 107,223 | $2.94M | 1.80% | +8,248+8.3% | Added |
| Shilanski & Associates, Inc. | 107,574 | $2.95M | 1.20% | +2,788+2.7% | Added |
| Neumann Capital Management, LLC | 108,053 | $2.96M | 1.29% | −500−0.5% | Reduced |
| Oliver Luxxe Assets LLC | 108,099 | $2.96M | 0.76% | +5,670+5.5% | Added |
| Scott & Selber, Inc. | 108,298 | $2.96M | 1.23% | −480.0% | Reduced |
| Mengis Capital Management, Inc. | 108,668 | $2.98M | 0.62% | −400−0.4% | Reduced |
| River & Mercantile Asset Management LLP | 109,037 | $2.98M | 0.70% | −6,989−6.0% | Reduced |
| Capital Investment Counsel, Inc | 109,342 | $2.99M | 0.60% | +2,038+1.9% | Added |
| Whittier Trust Co | 109,494 | $3.00M | 0.05% | −2,897−2.6% | Reduced |
| Wealthspire Advisors, LLC | 109,707 | $3.00M | 0.05% | +5,827+5.6% | Added |
| Parsons Capital Management Inc | 109,732 | $3.00M | 0.24% | −7,925−6.7% | Reduced |
| Harbor Capital Advisors, Inc. | 109,799 | $3.01M | 0.65% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 109,853 | $3.01M | 0.18% | +3,926+3.7% | Added |
| Latash Investments, LLC | 109,894 | $3.01M | 2.57% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 110,264 | $3.02M | 1.00% | −2,096−1.9% | Reduced |
| Baxter Bros Inc | 110,287 | $3.02M | 0.46% | +4,469+4.2% | Added |
| Concentric Wealth Management, LLC | 110,473 | $3.02M | 1.00% | +1,665+1.5% | Added |
| Harbour Capital Advisors, LLC | 110,849 | $3.04M | 0.91% | +1,705+1.6% | Added |
| Duality Advisers, LP | 111,293 | $3.05M | 0.37% | +30,573+37.9% | Added |
| Charter Trust Co | 112,254 | $3.07M | 0.24% | −1,728−1.5% | Reduced |
| DFPG Investments, LLC | 111,689 | $3.07M | 0.29% | +24,744+28.5% | Added |
| Wesbanco Bank Inc | 112,849 | $3.09M | 0.13% | −60,768−35.0% | Reduced |
| HRT Financial LP | 113,386 | $3.10M | 0.03% | −107,963−48.8% | Reduced |
| Altrius Capital Management Inc | 113,563 | $3.11M | 0.92% | +1,827+1.6% | Added |
| Silvant Capital Management LLC | 113,943 | $3.12M | 0.19% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 114,118 | $3.12M | 0.31% | −18,269−13.8% | Reduced |
| J.W. Cole Advisors, Inc. | 114,259 | $3.13M | 0.23% | −5,454−4.6% | Reduced |
| Consolidated Capital Management, LLC | 114,302 | $3.13M | 1.66% | −1,781−1.5% | Reduced |
| Principle Wealth Partners LLC | 114,699 | $3.14M | 0.32% | −1,985−1.7% | Reduced |
| Kingsview Wealth Management, LLC | 114,788 | $3.14M | 0.11% | −1,814−1.6% | Reduced |
| Asset Management Advisors, LLC | 115,460 | $3.16M | 2.97% | −330−0.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 115,923 | $3.17M | 1.55% | −1,044−0.9% | Reduced |
| CTC LLC | 117,357 | $3.21M | 0.14% | −458,886−79.6% | Reduced |
| California First Leasing Corp | 117,500 | $3.22M | 1.86% | 00.0% | Unchanged |
| Gladius Capital Management LP | 117,671 | $3.22M | 0.93% | +117,671 | New |
| Legacy Private Trust Co. | 117,872 | $3.23M | 0.28% | −12,356−9.5% | Reduced |
| Equitable Holdings, Inc. | 117,954 | $3.23M | 0.05% | +7,775+7.1% | Added |
| Paradigm Asset Management Co LLC | 118,425 | $3.24M | 0.92% | −6,200−5.0% | Reduced |
| Cantor Fitzgerald, L. P. | 118,509 | $3.24M | 0.09% | −10,305−8.0% | Reduced |
| Knightsbridge Asset Management, LLC | 118,811 | $3.26M | 1.03% | −4,895−4.0% | Reduced |
| Veriti Management LLC | 119,023 | $3.26M | 0.37% | +2,683+2.3% | Added |
| IHT Wealth Management, LLC | 119,587 | $3.27M | 0.17% | −1,333−1.1% | Reduced |
| Eastern Bank | 119,713 | $3.28M | 0.16% | +93,375+354.5% | Added |
| Eisler Capital (US) LLC | 119,726 | $3.28M | 1.21% | +83,523+230.7% | Added |
| Patten & Patten Inc | 120,283 | $3.29M | 0.29% | −14,298−10.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 121,108 | $3.32M | 0.16% | +9,214+8.2% | Added |
| Williams Jones Wealth Management, LLC. | 121,331 | $3.32M | 0.05% | −26,836−18.1% | Reduced |
| Employees Retirement System of Texas | 121,375 | $3.32M | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 121,677 | $3.33M | 0.39% | −259−0.2% | Reduced |
| Fiduciary Group LLC | 122,124 | $3.34M | 0.43% | −1,364−1.1% | Reduced |
| We Are One Seven, LLC | 122,249 | $3.35M | 0.26% | +1,336+1.1% | Added |
| Twinbeech Capital LP | 122,540 | $3.36M | 0.06% | −994,067−89.0% | Reduced |
| First Manhattan Co | 122,808 | $3.36M | 0.01% | −3,795−3.0% | Reduced |
| Two Sigma Securities, LLC | 122,818 | $3.36M | 0.16% | −252,751−67.3% | Reduced |
| Financial Advisory Partners, LLC | 123,775 | $3.39M | 1.37% | −2,021−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 127,343 | $3.41M | 0.21% | +3,170+2.6% | Added |