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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 124,497 | $3.41M | 0.15% | +802+0.6% | Added |
| Alpha Cubed Investments, LLC | 124,892 | $3.42M | 0.23% | −5,745−4.4% | Reduced |
| apricus wealth, LLC | 129,290 | $3.46M | 3.02% | +640+0.5% | Added |
| Woodmont Investment Counsel LLC | 126,435 | $3.46M | 0.37% | −4,771−3.6% | Reduced |
| Creative Financial Designs Inc | 126,569 | $3.47M | 0.40% | +6,996+5.9% | Added |
| S&CO Inc | 126,593 | $3.47M | 0.28% | +222+0.2% | Added |
| Skylands Capital, LLC | 126,750 | $3.47M | 0.52% | −20,700−14.0% | Reduced |
| Signaturefd, LLC | 127,038 | $3.48M | 0.09% | −453−0.4% | Reduced |
| Hudson Capital Management LLC | 127,502 | $3.49M | 1.39% | +14,142+12.5% | Added |
| Sigma Planning Corp | 127,632 | $3.49M | 0.13% | −12,302−8.8% | Reduced |
| Lazari Capital Management, Inc. | 127,828 | $3.50M | 2.09% | −10,482−7.6% | Reduced |
| Chesley Taft & Associates LLC | 127,882 | $3.50M | 0.23% | +11,840+10.2% | Added |
| Jefferies Financial Group Inc. | 127,889 | $3.50M | 0.09% | +112,947+755.9% | Added |
| Gotham Asset Management, LLC | 128,487 | $3.52M | 0.07% | −735−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 128,733 | $3.52M | 0.22% | +25,773+25.0% | Added |
| Chicago Trust Co NA | 129,317 | $3.54M | 0.89% | −14,404−10.0% | Reduced |
| DCF Advisers, LLC | 129,500 | $3.55M | 2.47% | −7,750−5.6% | Reduced |
| SOL Capital Management CO | 130,047 | $3.56M | 0.55% | −28,910−18.2% | Reduced |
| Argyle Capital Management Inc. | 131,393 | $3.60M | 1.32% | +16,500+14.4% | Added |
| Asset Planning Services Inc | 131,424 | $3.60M | 2.36% | +6,875+5.5% | Added |
| Pallas Capital Advisors LLC | 140,139 | $3.60M | 0.22% | +13,905+11.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 131,740 | $3.61M | 0.22% | −546,070−80.6% | Reduced |
| Capital Insight Partners, LLC | 132,420 | $3.63M | 0.82% | +3,286+2.5% | Added |
| Front Street Capital Management, Inc. | 132,502 | $3.63M | 0.80% | +88,421+200.6% | Added |
| Harbor Island Capital LLC | 132,526 | $3.63M | 2.10% | −8,678−6.1% | Reduced |
| Hancock Whitney Corp | 132,609 | $3.63M | 0.15% | −14,111−9.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 132,817 | $3.64M | 1.09% | −38,056−22.3% | Reduced |
| Stratos Wealth Advisors, LLC | 133,094 | $3.64M | 0.24% | +80,275+152.0% | Added |
| Mandatum Life Insurance Co Ltd | 133,110 | $3.64M | 1.52% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 133,147 | $3.65M | 0.51% | +330+0.2% | Added |
| Kinneret Advisory, LLC | 133,274 | $3.65M | 0.45% | −79−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 134,072 | $3.67M | 0.06% | −4,977−3.6% | Reduced |
| Diversified Trust Co | 134,279 | $3.68M | 0.14% | +2,540+1.9% | Added |
| Sendero Wealth Management, LLC | 135,563 | $3.71M | 0.80% | +9,912+7.9% | Added |
| Manatuck Hill Partners, LLC | 135,637 | $3.71M | 1.85% | 00.0% | Unchanged |
| Icon Advisers Inc | 135,890 | $3.72M | 0.92% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 137,503 | $3.76M | 0.94% | +1,965+1.4% | Added |
| Focused Wealth Management, Inc | 137,605 | $3.77M | 0.67% | −191−0.1% | Reduced |
| Level Four Advisory Services, LLC | 137,690 | $3.77M | 0.24% | −20,967−13.2% | Reduced |
| McGinn Investment Management, Inc. | 138,059 | $3.78M | 2.98% | −7,175−4.9% | Reduced |
| Arrow Financial Corp | 138,630 | $3.80M | 0.44% | −1,230−0.9% | Reduced |
| Icon Wealth Partners, LLC | 138,882 | $3.80M | 0.43% | −16,655−10.7% | Reduced |
| Trust Co of Vermont | 139,198 | $3.81M | 0.26% | −11,368−7.6% | Reduced |
| Readystate Asset Management LP | 139,693 | $3.82M | 0.32% | +139,693 | New |
| Snowden Capital Advisors LLC | 144,219 | $3.83M | 0.16% | −3,235−2.2% | Reduced |
| Boston Private Wealth LLC | 140,159 | $3.84M | 0.08% | −9,951−6.6% | Reduced |
| Capricorn Fund Managers Ltd | 140,193 | $3.84M | 1.33% | −26,388−15.8% | Reduced |
| Fulton Bank, N.A. | 140,218 | $3.84M | 0.19% | +4,403+3.2% | Added |
| Red Door Wealth Management, LLC | 140,663 | $3.85M | 0.96% | +10,187+7.8% | Added |
| Ritholtz Wealth Management | 141,110 | $3.86M | 0.17% | +15,009+11.9% | Added |
| Rothschild Investment Corp | 142,179 | $3.89M | 0.33% | −36,901−20.6% | Reduced |
| SevenBridge Financial Group, LLC | 142,195 | $3.89M | 1.01% | −14,131−9.0% | Reduced |
| Winton Group Ltd | 142,754 | $3.91M | 0.32% | −181,188−55.9% | Reduced |
| Northern Oak Wealth Management Inc | 143,111 | $3.92M | 0.49% | −27,482−16.1% | Reduced |
| Belmont Capital, LLC | 143,118 | $3.92M | 2.12% | −50.0% | Reduced |
| Courier Capital LLC | 143,330 | $3.92M | 0.33% | −4,763−3.2% | Reduced |
| KG&L Capital Management,LLC | 143,411 | $3.93M | 1.89% | +9,714+7.3% | Added |
| Winning Points Advisors, LLC | 142,580 | $3.93M | 6.96% | −7,769−5.2% | Reduced |
| Lighthouse Investment Partners, LLC | 143,876 | $3.94M | 0.23% | −188,623−56.7% | Reduced |
| Varma Mutual Pension Insurance Co | 143,979 | $3.94M | 0.05% | +32,208+28.8% | Added |
| Boston Financial Mangement LLC | 144,738 | $3.96M | 0.15% | −16,160−10.0% | Reduced |
| Signet Financial Management, LLC | 144,832 | $3.97M | 0.65% | −2,550−1.7% | Reduced |
| Lynch & Associates | 145,693 | $3.99M | 1.05% | −4,243−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 145,875 | $3.99M | 0.12% | −35,049−19.4% | Reduced |
| Fred Alger Management, LLC | 146,904 | $4.02M | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 148,153 | $4.06M | 0.13% | −28,769−16.3% | Reduced |
| Bleakley Financial Group, LLC | 148,229 | $4.06M | 0.14% | −17,578−10.6% | Reduced |
| Richard Bernstein Advisors LLC | 148,406 | $4.06M | 0.09% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 149,045 | $4.08M | 0.08% | −4,768−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 149,158 | $4.08M | 0.19% | +17,721+13.5% | Added |
| Wade G W & Inc | 149,734 | $4.10M | 0.15% | +19,276+14.8% | Added |
| Impax Asset Management Group plc | 149,921 | $4.10M | 0.02% | −23,477−13.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 150,837 | $4.13M | 0.26% | +11,473+8.2% | Added |
| Ascent Group, LLC | 150,787 | $4.15M | 0.46% | +133,352+764.9% | Added |
| Aldebaran Capital, LLC | 152,005 | $4.16M | 4.24% | −185−0.1% | Reduced |
| Baugh & Associates, LLC | 152,437 | $4.17M | 2.61% | +348+0.2% | Added |
| Granite Bay Wealth Management, LLC | 141,469 | $4.18M | 0.04% | +141,469 | New |
| Lincluden Management Ltd | 153,045 | $4.19M | 0.51% | −1,256−0.8% | Reduced |
| Wolverine Asset Management LLC | 153,251 | $4.20M | 0.08% | −40,026−20.7% | Reduced |
| Moody National Bank Trust Division | 155,278 | $4.25M | 0.27% | +14,994+10.7% | Added |
| Brookstone Capital Management | 158,100 | $4.26M | 0.09% | +78,012+97.4% | Added |
| TD Private Client Wealth LLC | 155,812 | $4.27M | 0.18% | +28,734+22.6% | Added |
| Inlet Private Wealth, LLC | 156,170 | $4.28M | 1.41% | −3,900−2.4% | Reduced |
| Ariel Investments, LLC | 156,608 | $4.29M | 0.05% | +11,237+7.7% | Added |
| Procyon Private Wealth Partners, LLC | 156,615 | $4.29M | 0.44% | −3,409−2.1% | Reduced |
| Park National Corp | 157,071 | $4.30M | 0.19% | −16,385−9.4% | Reduced |
| Moors & Cabot, Inc. | 157,600 | $4.32M | 0.29% | −23,320−12.9% | Reduced |
| Check Capital Management Inc | 158,054 | $4.33M | 0.36% | +168+0.1% | Added |
| Kempner Capital Management Inc. | 158,141 | $4.33M | 2.61% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 159,593 | $4.37M | 3.66% | +23,585+17.3% | Added |
| Congress Wealth Management LLC | 160,509 | $4.39M | 0.09% | −1,007−0.6% | Reduced |
| Viewpoint Capital Management LLC | 160,773 | $4.40M | 3.52% | +1,700+1.1% | Added |
| Shell Asset Management Co | 160,845 | $4.40M | 0.18% | −3,422−2.1% | Reduced |
| Fiduciary Trust Co | 160,875 | $4.40M | 0.08% | −4,232−2.6% | Reduced |
| Alberta Investment Management Corp | 160,900 | $4.41M | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 161,109 | $4.41M | 0.01% | −9,801−5.7% | Reduced |
| HAP Trading, LLC | 161,511 | $4.42M | 1.09% | +94,262+140.2% | Added |
| Cary Street Partner Investment Advisory LLC | 161,699 | $4.43M | 0.24% | +8,951+5.9% | Added |
| Smith, Salley & Associates | 161,917 | $4.43M | 0.33% | −4,009−2.4% | Reduced |
| First American Bank | 162,130 | $4.44M | 0.40% | −2,869−1.7% | Reduced |