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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 5,673 | $155.3K | 0.01% | −579−9.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,755 | $157.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,764 | $157.8K | 0.03% | +295+5.4% | Added |
| Tucker Asset Management LLC | 5,861 | $160.5K | 0.04% | +848+16.9% | Added |
| Plante Moran Financial Advisors, LLC | 5,867 | $160.6K | 0.02% | −7−0.1% | Reduced |
| Abound Wealth Management | 5,983 | $163.8K | 0.07% | −11,781−66.3% | Reduced |
| JCIC Asset Management Inc. | 6,011 | $164.6K | 0.08% | −135−2.2% | Reduced |
| United Community Bank | 6,127 | $167.8K | 0.08% | +215+3.6% | Added |
| Pacific Center for Financial Services | 6,177 | $169.1K | 0.06% | +258+4.4% | Added |
| Powell Investment Advisors, LLC | 6,326 | $173.2K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,350 | $173.9K | 0.09% | −2,532−28.5% | Reduced |
| JFS Wealth Advisors, LLC | 6,352 | $173.9K | 0.02% | +250+4.1% | Added |
| Harvest Fund Management Co., Ltd | 6,395 | $175.0K | 0.03% | +4,966+347.5% | Added |
| Rogco, LP | 6,413 | $175.6K | 0.09% | +6,413 | New |
| Godsey & Gibb Associates | 6,515 | $178.4K | 0.02% | +2,007+44.5% | Added |
| Hoese & Co LLP | 6,600 | $180.6K | 0.19% | −2,540−27.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,631 | $181.6K | 0.09% | −221−3.2% | Reduced |
| Silver Oak Securities, Inc | 6,660 | $182.4K | 0.04% | −1,552−18.9% | Reduced |
| Tandem Wealth Advisors LLC | 6,734 | $184.4K | 0.11% | +6,734 | New |
| Hills Bank & Trust Co | 6,792 | $186.0K | 0.02% | −180−2.6% | Reduced |
| TSFG, LLC | 6,836 | $187.0K | 0.07% | +21+0.3% | Added |
| Johnson Midwest Financial, LLC | 7,132 | $195.3K | 0.44% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7,219 | $197.7K | 0.06% | +147+2.1% | Added |
| Rainey & Randall Investment Management Inc. | 7,310 | $200.1K | 0.06% | +33+0.5% | Added |
| Sharper & Granite LLC | 7,330 | $200.7K | 0.12% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 7,354 | $201.4K | 0.12% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 7,387 | $202.3K | 0.08% | +7,387 | New |
| Wells Trecaso Financial Group, LLC | 7,388 | $202.3K | 0.09% | +7+0.1% | Added |
| Matrix Asset Advisors Inc | 7,400 | $202.6K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 7,401 | $202.6K | 0.02% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 7,405 | $202.8K | 0.04% | +267+3.7% | Added |
| WFA of San Diego, LLC | 7,406 | $202.8K | 0.21% | −180−2.4% | Reduced |
| Index Fund Advisors, Inc. | 7,411 | $202.9K | 0.01% | +7,411 | New |
| Occidental Asset Management, LLC | 7,411 | $202.9K | 0.05% | −234−3.1% | Reduced |
| Burt Wealth Advisors | 7,413 | $203.0K | 0.06% | +273+3.8% | Added |
| Acute Investment Advisory, LLC | 7,413 | $203.0K | 0.12% | +7,413 | New |
| Fidelity D & D Bancorp Inc | 7,458 | $204.2K | 0.21% | +7,458 | New |
| Bull Street Advisors, LLC | 7,487 | $205.0K | 0.11% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 7,493 | $205.1K | 0.04% | −1,040−12.2% | Reduced |
| Heck Capital Advisors, LLC | 7,494 | $205.2K | 0.04% | −86−1.1% | Reduced |
| Bristlecone Advisors, LLC | 7,496 | $205.2K | 0.02% | +8+0.1% | Added |
| Baker Ellis Asset Management LLC | 7,505 | $205.5K | 0.04% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 7,519 | $205.9K | 0.20% | −307−3.9% | Reduced |
| Guerra Pan Advisors, LLC | 7,519 | $205.9K | 0.24% | −1,727−18.7% | Reduced |
| Foster Group, Inc. | 7,520 | $205.9K | 0.01% | +437+6.2% | Added |
| Heritage Financial Services, LLC | 7,544 | $206.5K | 0.04% | +84+1.1% | Added |
| BCS Wealth Management | 7,576 | $207.0K | 0.09% | +7,576 | New |
| TriaGen Wealth Management LLC | 7,567 | $207.2K | 0.11% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,571 | $207.3K | 0.10% | 00.0% | Unchanged |
| MKT Advisors LLC | 7,775 | $207.6K | 0.16% | −184−2.3% | Reduced |
| Logan Capital Management Inc | 7,600 | $208.1K | 0.01% | +3,765+98.2% | Added |
| Oak Harvest Investment Services | 7,616 | $208.5K | 0.04% | −17−0.2% | Reduced |
| DDFG, Inc | 7,624 | $208.8K | 0.08% | −162−2.1% | Reduced |
| Bangor Savings Bank | 7,641 | $209.2K | 0.02% | −861−10.1% | Reduced |
| Avenue 1 Advisors, LLC | 7,650 | $209.4K | 0.10% | −10−0.1% | Reduced |
| First Bank & Trust | 7,665 | $209.9K | 0.05% | −1,686−18.0% | Reduced |
| Kaizen Financial Strategies | 7,673 | $210.1K | 0.18% | −200−2.5% | Reduced |
| Indie Asset Partners, LLC | 7,674 | $210.1K | 0.21% | +68+0.9% | Added |
| BNC Wealth Management, LLC | 7,688 | $210.5K | 0.11% | −967−11.2% | Reduced |
| Spreng Capital Management, Inc. | 7,689 | $210.5K | 0.15% | −2,325−23.2% | Reduced |
| WP Advisors, LLC | 7,725 | $211.5K | 0.09% | +58+0.8% | Added |
| Moss Adams Wealth Advisors LLC | 7,739 | $211.9K | 0.07% | −35−0.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 7,786 | $213.0K | 0.05% | −3,720−32.3% | Reduced |
| Laird Norton Trust Company, LLC | 7,796 | $213.5K | 0.03% | −100−1.3% | Reduced |
| Affinity Capital Advisors, LLC | 7,802 | $213.6K | 0.06% | −306−3.8% | Reduced |
| BHK Investment Advisors, LLC | 7,807 | $213.8K | 0.10% | −6,333−44.8% | Reduced |
| Moseley Investment Management Inc | 7,810 | $213.8K | 0.13% | −1,277−14.1% | Reduced |
| RWM Asset Management, LLC | 7,815 | $214.0K | 0.04% | +7,815 | New |
| Mayfair Advisory Group, LLC | 7,938 | $214.4K | 0.21% | −568−6.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 7,834 | $214.5K | 0.07% | −195,492−96.1% | Reduced |
| KRS Capital Management, LLC | 56,021 | $214.7K | 0.23% | +48,904+687.1% | Added |
| Chemung Canal Trust Co | 7,847 | $214.8K | 0.05% | +7,847 | New |
| Capital Advisors, Ltd. LLC | 7,855 | $215.0K | 0.03% | +524+7.1% | Added |
| First Nebraska Trust Co | 7,854 | $215.0K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 7,885 | $215.9K | 0.08% | +7,885 | New |
| Vista Capital Partners, Inc. | 7,886 | $215.9K | 0.03% | −1,875−19.2% | Reduced |
| GW Henssler & Associates Ltd | 7,886 | $215.9K | 0.01% | +264+3.5% | Added |
| Resonant Capital Advisors, LLC | 7,914 | $216.7K | 0.02% | +7,914 | New |
| Fermata Advisors, LLC | 7,922 | $216.9K | 0.06% | +7,922 | New |
| Hall Laurie J Trustee | 7,957 | $217.0K | 0.09% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 7,922 | $217.0K | 0.01% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 7,935 | $217.3K | 0.06% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 7,935 | $217.3K | 0.02% | −180−2.2% | Reduced |
| Capital City Trust Co | 7,957 | $217.9K | 0.07% | −8,542−51.8% | Reduced |
| Ethos Financial Group, LLC | 7,960 | $217.9K | 0.06% | +757+10.5% | Added |
| Ocean Capital Management, LLC | 7,970 | $218.2K | 0.10% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,974 | $218.3K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 7,976 | $218.4K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 7,977 | $218.4K | 0.06% | −3,267−29.1% | Reduced |
| Jacobsen Capital Management | 7,989 | $218.7K | 0.12% | +907+12.8% | Added |
| Strategy Asset Managers LLC | 7,997 | $219.0K | 0.06% | +4+0.1% | Added |
| Trust Co of Toledo NA | 7,998 | $219.0K | 0.04% | −865−9.8% | Reduced |
| Widmann Financial Services, Inc. | 7,998 | $219.0K | 0.22% | +845+11.8% | Added |
| Vivaldi Capital Management, LLC | 8,001 | $219.1K | 0.07% | +597+8.1% | Added |
| Grandfield & Dodd, LLC | 8,031 | $219.9K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 8,034 | $220.0K | 0.20% | +8,034 | New |
| Bridgeworth, LLC | 8,039 | $220.1K | 0.02% | −810−9.2% | Reduced |
| D'Orazio & Associates, Inc. | 8,040 | $220.1K | 0.05% | −1,882−19.0% | Reduced |
| Old Point Trust & Financial Services N A | 8,043 | $220.2K | 0.10% | +1,364+20.4% | Added |
| Skba Capital Management LLC | 8,060 | $220.7K | 0.04% | −300−3.6% | Reduced |