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
- 2,625
- +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
- 997 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 1,500 | $41.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,560 | $42.7K | 0.00% | −1,000−39.1% | Reduced |
| Dividend Assets Capital, LLC | 1,625 | $44.0K | 0.01% | −254−13.5% | Reduced |
| Timber Creek Capital Management LLC | 1,643 | $45.0K | 0.02% | −172,263−99.1% | Reduced |
| Central Bank & Trust Co | 1,683 | $46.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,717 | $47.0K | 0.03% | +7+0.4% | Added |
| Compass Wealth Management LLC | 1,730 | $47.4K | 0.01% | −100−5.5% | Reduced |
| Northwest Capital Management Inc | 1,800 | $49.3K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,854 | $50.8K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,887 | $51.7K | 0.02% | +1+0.1% | Added |
| First Community Trust NA | 1,900 | $52.0K | 0.06% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,910 | $52.3K | 0.05% | −161−7.8% | Reduced |
| Loomis Sayles & Co L P | 1,944 | $53.0K | 0.00% | −29,087−93.7% | Reduced |
| Spotlight Asset Group, Inc. | 2,000 | $54.8K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,090 | $57.2K | 0.03% | +2,090 | New |
| Winch Advisory Services, LLC | 2,114 | $58.0K | 0.02% | +166+8.5% | Added |
| Trust Co | 2,135 | $58.5K | 0.01% | −1,000−31.9% | Reduced |
| Hanson & Doremus Investment Management | 2,197 | $60.0K | 0.01% | +250+12.8% | Added |
| Grayhawk Investment Strategies Inc. | 2,197 | $60.2K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,244 | $61.4K | 0.02% | +2,015+879.9% | Added |
| Wellington Shields & Co., LLC | 2,298 | $62.9K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,365 | $64.8K | 0.03% | −72−3.0% | Reduced |
| Carolina Wealth Advisors, LLC | 2,431 | $66.6K | 0.04% | +2,361+3,372.9% | Added |
| Tortoise Investment Management, LLC | 2,458 | $67.3K | 0.01% | −775−24.0% | Reduced |
| Intrepid Capital Management Inc | 2,465 | $67.5K | 0.05% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,498 | $68.0K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,488 | $68.1K | 0.02% | +630+33.9% | Added |
| Wolff Wiese Magana LLC | 2,506 | $68.6K | 0.06% | +139+5.9% | Added |
| Avion Wealth | 2,564 | $69.0K | 0.02% | +169+7.1% | Added |
| Vestor Capital, LLC | 2,519 | $69.0K | 0.01% | +546+27.7% | Added |
| TFC Financial Management | 2,563 | $70.2K | 0.02% | +218+9.3% | Added |
| Riggs Asset Managment Co. Inc. | 2,574 | $70.5K | 0.03% | −484−15.8% | Reduced |
| Tradewinds Capital Management, LLC | 2,577 | $70.6K | 0.02% | +10.0% | Added |
| Horizons Wealth Management | 2,655 | $72.7K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,681 | $73.4K | 0.04% | +866+47.7% | Added |
| Knuff & Co LLC | 2,750 | $75.3K | 0.03% | −800−22.5% | Reduced |
| Larson Financial Group LLC | 2,755 | $75.4K | 0.01% | +655+31.2% | Added |
| Indiana Trust & Investment Management CO | 2,800 | $76.7K | 0.04% | +2,800 | New |
| Costello Asset Management, INC | 2,839 | $77.7K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 2,896 | $79.3K | 0.01% | +148+5.4% | Added |
| Riverview Trust Co | 2,950 | $80.8K | 0.07% | +578+24.4% | Added |
| Atlas Capital Advisors LLC | 3,039 | $83.2K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 3,055 | $83.6K | 0.10% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,067 | $84.0K | 0.00% | +600+24.3% | Added |
| Ruedi Wealth Management, Inc. | 3,079 | $84.3K | 0.05% | +102+3.4% | Added |
| Tfo-TDC, LLC | 2,944 | $84.5K | 0.02% | +1,525+107.5% | Added |
| Adalta Capital Management LLC | 3,100 | $85.0K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3,113 | $85.0K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3,128 | $85.6K | 0.02% | +1,316+72.6% | Added |
| RE Dickinson Investment Advisors, LLC | 3,145 | $86.0K | 0.06% | +300+10.5% | Added |
| Motco | 3,207 | $87.8K | 0.01% | −198−5.8% | Reduced |
| Canton Hathaway, LLC | 3,208 | $88.0K | 0.03% | −7,000−68.6% | Reduced |
| New England Capital Financial Advisors LLC | 3,222 | $88.2K | 0.06% | +26+0.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,230 | $88.4K | 0.01% | +2,499+341.9% | Added |
| Manitou Investment Management Ltd. | 3,375 | $92.4K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,403 | $93.2K | 0.08% | +1,000+41.6% | Added |
| MB, Levis & Associates, LLC | 3,406 | $93.2K | 0.06% | +23+0.7% | Added |
| West Oak Capital, LLC | 3,485 | $95.0K | 0.05% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 3,600 | $99.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,672 | $100.5K | 0.03% | +1,934+111.3% | Added |
| Bogart Wealth, LLC | 3,709 | $101.6K | 0.01% | −3,753−50.3% | Reduced |
| Legacy Financial Group LLC | 3,728 | $102.1K | 0.02% | +3,728 | New |
| VisionPoint Advisory Group, LLC | 4,018 | $110.0K | 0.05% | +1,147+40.0% | Added |
| Core Alternative Capital | 4,032 | $110.4K | 0.02% | −974−19.5% | Reduced |
| Atticus Wealth Management, LLC | 4,035 | $110.5K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,122 | $112.9K | 0.03% | +64+1.6% | Added |
| Covestor Ltd | 4,133 | $114.0K | 0.09% | +428+11.6% | Added |
| Blue Bell Private Wealth Management, LLC | 4,204 | $115.1K | 0.03% | −186−4.2% | Reduced |
| Norwood Financial Corp | 4,267 | $116.8K | 0.19% | −125−2.8% | Reduced |
| Retirement Group, LLC | 4,316 | $118.2K | 0.05% | −78−1.8% | Reduced |
| RFP Financial Group LLC | 4,349 | $119.1K | 0.05% | −25−0.6% | Reduced |
| Resurgent Financial Advisors LLC | 4,397 | $120.4K | 0.08% | −1,210−21.6% | Reduced |
| Center for Financial Planning, Inc. | 4,447 | $121.8K | 0.03% | +1,110+33.3% | Added |
| Western Pacific Wealth Management, LP | 4,518 | $123.7K | 0.10% | +2,491+122.9% | Added |
| Crewe Advisors LLC | 4,524 | $123.9K | 0.02% | +2,201+94.7% | Added |
| Ritter Daniher Financial Advisory LLC | 4,554 | $124.7K | 0.05% | −500−9.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,570 | $125.1K | 0.07% | +4,570 | New |
| Kelly Financial Services LLC | 4,605 | $126.1K | 0.06% | +15+0.3% | Added |
| Nemes Rush Group LLC | 4,608 | $126.2K | 0.02% | −481−9.5% | Reduced |
| Laffer Tengler Investments | 4,650 | $127.3K | 0.04% | +4,650 | New |
| Monetary Management Group Inc | 4,750 | $130.1K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,836 | $132.4K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4,845 | $132.7K | 0.06% | −800−14.2% | Reduced |
| Itau Unibanco Holding S.A. | 4,913 | $134.5K | 0.01% | −220,987−97.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 4,937 | $135.2K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 4,967 | $135.3K | 0.04% | +1,547+45.2% | Added |
| Headlands Technologies LLC | 5,015 | $137.3K | 0.07% | −49,361−90.8% | Reduced |
| First Pacific Financial | 5,030 | $137.7K | 0.06% | +3,256+183.5% | Added |
| Chesapeake Asset Management LLC | 5,054 | $138.4K | 0.13% | +1,951+62.9% | Added |
| Founders Capital Management | 5,108 | $139.8K | 0.11% | +460+9.9% | Added |
| Syntax Research, Inc. | 5,134 | $140.6K | 0.11% | +5,134 | New |
| Old Second National Bank of Aurora | 5,142 | $140.8K | 0.04% | −186−3.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,312 | $145.4K | 0.07% | −9−0.2% | Reduced |
| Delta Accumulation, LLC | 5,409 | $148.1K | 1.86% | +40+0.7% | Added |
| Peoples Bank | 5,450 | $149.2K | 0.13% | +5,450 | New |
| Householder Group Estate & Retirement Specialist, LLC | 5,469 | $149.7K | 0.05% | +5,469 | New |
| Rock Creek Group, LP | 5,565 | $152.4K | 0.02% | −5,206−48.3% | Reduced |
| Slocum, Gordon & Co LLP | 5,571 | $152.5K | 0.13% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,578 | $152.7K | 0.02% | +5+0.1% | Added |
| Steward Financial Group LLC | 5,621 | $153.0K | 0.05% | +43+0.8% | Added |