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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 8,060 | $220.7K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 8,079 | $221.2K | 0.05% | +8,079 | New |
| Founders Financial Securities LLC | 8,092 | $221.6K | 0.03% | +343+4.4% | Added |
| WoodTrust Financial Corp | 8,122 | $222.0K | 0.04% | −200−2.4% | Reduced |
| Tranquilli Financial Advisor LLC | 8,112 | $222.1K | 0.16% | +1,105+15.8% | Added |
| HFG Advisors, Inc. | 8,114 | $222.2K | 0.24% | +234+3.0% | Added |
| United Bank | 8,117 | $222.2K | 0.03% | −259−3.1% | Reduced |
| Navis Wealth Advisors, LLC | 8,117 | $222.2K | 0.32% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 8,085 | $222.4K | 0.00% | +8,085 | New |
| Centerpoint Advisors, LLC | 8,158 | $223.0K | 0.09% | −330−3.9% | Reduced |
| Hillsdale Investment Management Inc. | 8,155 | $223.3K | 0.02% | +5,520+209.5% | Added |
| Marks Group Wealth Management, Inc | 8,161 | $223.4K | 0.03% | +8,161 | New |
| Alpha Financial Partners, LLC | 8,171 | $223.7K | 0.26% | −3,826−31.9% | Reduced |
| EPG Wealth Management LLC | 8,177 | $223.9K | 0.07% | −113−1.4% | Reduced |
| Auxano Advisors, LLC | 8,177 | $223.9K | 0.09% | +138+1.7% | Added |
| Successful Portfolios LLC | 8,178 | $223.9K | 0.20% | +6+0.1% | Added |
| Marshall Financial Group Inc | 8,189 | $224.2K | 0.09% | +59+0.7% | Added |
| Narwhal Capital Management | 8,190 | $224.2K | 0.03% | −613−7.0% | Reduced |
| Carr Financial Group Corp | 7,907 | $224.7K | 0.09% | −1,295−14.1% | Reduced |
| Bellevue Asset Management, LLC | 8,221 | $225.1K | 0.15% | +40.0% | Added |
| Strait & Sound Wealth Management LLC | 8,233 | $225.4K | 0.19% | +8,233 | New |
| Kure Advisory, LLC | 8,242 | $225.7K | 0.13% | +8,242 | New |
| Atlas Private Wealth Advisors | 8,246 | $225.8K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 8,669 | $226.0K | 0.08% | −450−4.9% | Reduced |
| Cascade Investment Group, Inc. | 8,256 | $226.1K | 0.21% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 8,284 | $226.8K | 0.20% | +72+0.9% | Added |
| Townsend & Associates, Inc | 9,015 | $226.9K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 8,300 | $227.3K | 0.03% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 8,300 | $227.3K | 0.09% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 8,308 | $227.5K | 0.05% | −149−1.8% | Reduced |
| Community Trust & Investment Co | 8,319 | $227.8K | 0.02% | −716−7.9% | Reduced |
| Hamilton Wealth, LLC | 8,351 | $228.7K | 0.08% | +8,351 | New |
| Blueshift Asset Management, LLC | 8,359 | $228.9K | 0.14% | −1,239−12.9% | Reduced |
| Financial Perspectives, Inc | 8,362 | $229.0K | 0.10% | +2,136+34.3% | Added |
| Kolinsky Wealth Management, LLC | 8,364 | $229.0K | 0.23% | −987−10.6% | Reduced |
| CIC Wealth, LLC | 8,387 | $229.6K | 0.08% | +26+0.3% | Added |
| Financial Advisors, LLC | 8,406 | $230.2K | 0.06% | −300−3.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,432 | $230.9K | 0.06% | +8,432 | New |
| Hamilton Capital, LLC | 8,435 | $230.9K | 0.02% | −1,930−18.6% | Reduced |
| FSM Wealth Advisors, LLC | 8,455 | $231.5K | 0.12% | −2,375−21.9% | Reduced |
| Lee Johnson Capital Management, LLC | 8,461 | $231.7K | 0.22% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 8,463 | $231.7K | 0.03% | −36,231−81.1% | Reduced |
| Bridge Advisory, LLC | 8,473 | $232.0K | 0.08% | +264+3.2% | Added |
| Prelude Capital Management, LLC | 8,480 | $232.2K | 0.02% | −8,020−48.6% | Reduced |
| Sonora Investment Management Group, LLC | 8,481 | $232.2K | 0.02% | −43−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,499 | $232.7K | 0.06% | −1,535−15.3% | Reduced |
| Johnson Financial Group, Inc. | 8,503 | $232.8K | 0.02% | −1,700−16.7% | Reduced |
| Pennsylvania Capital Management Inc | 8,515 | $233.1K | 0.10% | +225+2.7% | Added |
| Schonfeld Strategic Advisors LLC | 8,528 | $233.5K | 0.00% | −439,171−98.1% | Reduced |
| Hayek Kallen Investment Management | 8,561 | $234.0K | 0.10% | +121+1.4% | Added |
| GSB Wealth Management, LLC | 8,579 | $234.9K | 0.08% | +171+2.0% | Added |
| CFM Wealth Partners LLC | 8,583 | $235.0K | 0.06% | −176−2.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,588 | $235.1K | 0.01% | −7,243−45.8% | Reduced |
| Paladin Advisory Group, LLC | 8,606 | $235.6K | 0.20% | −1,004−10.4% | Reduced |
| Aveo Capital Partners, LLC | 8,612 | $235.8K | 0.03% | −276−3.1% | Reduced |
| Valley National Advisers Inc | 8,629 | $236.0K | 0.04% | −531−5.8% | Reduced |
| Goldstone Financial Group, LLC | 8,641 | $236.6K | 0.07% | −742−7.9% | Reduced |
| Cooper/Haims Advisors, LLC | 8,662 | $237.2K | 0.18% | +48+0.6% | Added |
| Forza Wealth Management, LLC | 8,668 | $237.3K | 0.12% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,706 | $238.4K | 0.04% | +246+2.9% | Added |
| Rodgers Brothers Inc. | 8,726 | $238.9K | 0.04% | +8,726 | New |
| Oxinas Partners Wealth Management LLC | 8,736 | $239.2K | 0.18% | −3,804−30.3% | Reduced |
| Arden Trust Co | 8,808 | $241.2K | 0.04% | −1,997−18.5% | Reduced |
| Northcape Wealth Management, LLC | 8,816 | $241.4K | 0.09% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 8,826 | $242.0K | 0.20% | −1,905−17.8% | Reduced |
| Quantum Financial Advisors, LLC | 8,848 | $242.3K | 0.07% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 8,890 | $243.4K | 0.03% | −911−9.3% | Reduced |
| Congress Park Capital LLC | 8,895 | $243.5K | 0.14% | −10,925−55.1% | Reduced |
| Westshore Wealth, LLC | 8,916 | $244.1K | 0.14% | −857−8.8% | Reduced |
| RS Crum Inc. | 8,920 | $244.2K | 0.09% | +8,920 | New |
| Beacon Capital Management, LLC | 8,521 | $244.5K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 8,943 | $244.9K | 0.24% | +835+10.3% | Added |
| West Bancorporation Inc | 8,981 | $245.9K | 0.17% | −1,728−16.1% | Reduced |
| Requisite Capital Management, LLC | 8,984 | $246.0K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 9,001 | $246.4K | 0.19% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,010 | $246.7K | 0.11% | +1,283+16.6% | Added |
| GenTrust, LLC | 9,027 | $247.1K | 0.02% | −200−2.2% | Reduced |
| First County Bank | 9,028 | $247.2K | 0.13% | −2,584−22.3% | Reduced |
| MBA Advisors LLC | 9,031 | $247.3K | 0.15% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9,073 | $248.4K | 0.12% | +1,993+28.1% | Added |
| Wellspring Financial Advisors, LLC | 9,075 | $248.5K | 0.07% | +9,075 | New |
| Hyperion Capital Advisors LP | 9,081 | $248.6K | 0.14% | 00.0% | Unchanged |
| Bath Savings Trust Co | 9,168 | $251.0K | 0.03% | −180−1.9% | Reduced |
| Certified Advisory Corp | 9,200 | $251.9K | 0.05% | −371−3.9% | Reduced |
| MUFG Securities EMEA plc | 9,237 | $252.9K | 0.03% | −12,806−58.1% | Reduced |
| US Financial Advisors, LLC | 9,238 | $252.9K | 0.11% | 00.0% | Unchanged |
| Single Point Partners, LLC | 9,234 | $253.0K | 0.07% | +9,234 | New |
| TrueWealth Advisors, LLC | 9,244 | $253.1K | 0.11% | −193−2.0% | Reduced |
| Rosenberg Matthew Hamilton | 9,250 | $253.3K | 0.08% | +493+5.6% | Added |
| Perennial Advisors, LLC | 9,267 | $253.7K | 0.07% | −1,130−10.9% | Reduced |
| One Wealth Advisors, LLC | 9,279 | $254.1K | 0.06% | −21−0.2% | Reduced |
| Centiva Capital, LP | 9,352 | $256.1K | 0.01% | −20,651−68.8% | Reduced |
| Smith Anglin Financial, LLC | 9,370 | $256.5K | 0.03% | −922−9.0% | Reduced |
| GeoWealth Management, LLC | 9,407 | $257.0K | 0.03% | +137+1.5% | Added |
| Capital Planning Advisors, LLC | 9,399 | $257.3K | 0.05% | −2,635−21.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 9,420 | $257.9K | 0.02% | +9,420 | New |
| Smith Chas P & Associates Pa Cpas | 9,434 | $258.0K | 0.02% | −2,376−20.1% | Reduced |
| Thrive Wealth Management, LLC | 9,449 | $258.7K | 0.07% | +471+5.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,474 | $259.4K | 0.02% | −1,860−16.4% | Reduced |
| Carlson Capital Management | 9,496 | $260.0K | 0.02% | −105−1.1% | Reduced |