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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 9,497 | $260.0K | 0.03% | +1,195+14.4% | Added |
| HF Advisory Group, LLC | 9,336 | $261.8K | 0.19% | +9,336 | New |
| Arbor Trust Wealth Advisors, LLC | 9,582 | $262.4K | 0.17% | −160−1.6% | Reduced |
| Triumph Capital Management | 9,508 | $262.6K | 0.12% | −9,672−50.4% | Reduced |
| Sanders Morris Harris LLC | 9,603 | $262.9K | 0.05% | −158−1.6% | Reduced |
| Jacobs & Co | 9,634 | $263.0K | 0.03% | −1,356−12.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 9,525 | $263.0K | 0.02% | +274+3.0% | Added |
| Consilium Wealth Advisory, LLC | 9,633 | $263.8K | 0.18% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 10,153 | $264.0K | 0.09% | −44−0.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 9,662 | $264.5K | 0.08% | +1,322+15.9% | Added |
| Iowa State Bank | 9,680 | $265.0K | 0.07% | −90−0.9% | Reduced |
| New England Professional Planning Group Inc. | 9,683 | $265.1K | 0.16% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 9,688 | $265.3K | 0.07% | +145+1.5% | Added |
| Erste Asset Management GmbH | 9,691 | $265.3K | 0.00% | −310,895−97.0% | Reduced |
| Keystone Financial Services | 9,696 | $265.5K | 0.14% | −461−4.5% | Reduced |
| Franklin Street Advisors Inc | 9,733 | $266.0K | 0.02% | −555−5.4% | Reduced |
| Blue Barn Wealth, LLC | 9,735 | $266.5K | 0.18% | +196+2.1% | Added |
| Garrett Investment Advisors LLC | 9,745 | $266.8K | 0.04% | +186+1.9% | Added |
| Lokken Investment Group LLC | 9,751 | $267.0K | 0.18% | 00.0% | Unchanged |
| Optas, LLC | 9,751 | $267.0K | 0.09% | −23,827−71.0% | Reduced |
| Evermay Wealth Management LLC | 9,763 | $267.3K | 0.05% | −172−1.7% | Reduced |
| CoreFirst Bank & Trust | 9,788 | $268.0K | 0.19% | +1,645+20.2% | Added |
| WMS Partners, LLC | 9,789 | $268.0K | 0.02% | −585−5.6% | Reduced |
| Van Strum & Towne Inc. | 9,824 | $269.0K | 0.11% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,856 | $269.9K | 0.02% | +91+0.9% | Added |
| Watershed Private Wealth LLC | 9,864 | $270.1K | 0.17% | +9,864 | New |
| Signature Wealth Management Partners, LLC | 9,870 | $270.2K | 0.26% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 9,884 | $270.6K | 0.37% | +504+5.4% | Added |
| Madison Wealth Partners, Inc | 9,899 | $271.0K | 0.14% | −374−3.6% | Reduced |
| Delta Investment Management, LLC | 9,943 | $272.2K | 0.08% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,959 | $272.7K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 9,992 | $273.6K | 0.12% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9,993 | $273.6K | 0.15% | +188+1.9% | Added |
| Brave Asset Management Inc | 9,995 | $273.7K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 10,025 | $274.5K | 0.04% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 10,261 | $275.7K | 0.07% | +77+0.8% | Added |
| Frontier Asset Management, LLC | 10,090 | $276.3K | 0.13% | +10,090 | New |
| Riversedge Advisors, LLC | 10,096 | $276.4K | 0.08% | +67+0.7% | Added |
| Allred Capital Management, LLC | 10,138 | $277.6K | 0.14% | +53+0.5% | Added |
| Schrum Private Wealth Management LLC | 10,143 | $277.7K | 0.32% | +16+0.2% | Added |
| Townsend Asset Management Corp | 10,154 | $278.0K | 0.14% | −1,202−10.6% | Reduced |
| Annapolis Financial Services, LLC | 10,184 | $278.8K | 0.08% | −918−8.3% | Reduced |
| Bay Rivers Group | 10,186 | $278.9K | 0.21% | +1,725+20.4% | Added |
| Sara-Bay Financial | 10,197 | $279.2K | 0.14% | +10.0% | Added |
| Fairfield, Bush & Co. | 10,200 | $279.3K | 0.18% | −10,000−49.5% | Reduced |
| Apella Capital, LLC | 10,227 | $280.0K | 0.02% | +273+2.7% | Added |
| JGP Wealth Management, LLC | 10,236 | $280.3K | 0.05% | −18−0.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 10,240 | $280.4K | 0.22% | −286−2.7% | Reduced |
| Interchange Capital Partners, LLC | 10,252 | $280.7K | 0.22% | −2,810−21.5% | Reduced |
| Twelve Points Wealth Management LLC | 10,275 | $281.3K | 0.14% | −2,789−21.3% | Reduced |
| Morton Capital Management LLC | 10,287 | $281.7K | 0.10% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 10,300 | $282.0K | 0.15% | −2,500−19.5% | Reduced |
| B&D White Capital Company, LLC | 10,300 | $282.0K | 0.11% | +10,300 | New |
| Garde Capital, Inc. | 10,334 | $283.0K | 0.02% | +125+1.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,342 | $283.2K | 0.04% | +1,000+10.7% | Added |
| London Co of Virginia | 10,353 | $283.5K | 0.00% | −15,430−59.8% | Reduced |
| Centric Wealth Management | 10,356 | $283.6K | 0.12% | +764+8.0% | Added |
| Trellis Advisors, LLC | 10,402 | $284.8K | 0.13% | +46+0.4% | Added |
| Summit Financial Strategies, Inc. | 10,405 | $284.9K | 0.05% | −143−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 10,454 | $286.2K | 0.12% | −107−1.0% | Reduced |
| Smithbridge Asset Management Inc | 10,489 | $287.0K | 0.07% | 00.0% | Unchanged |
| King Wealth | 10,466 | $287.0K | 0.06% | −17−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 10,494 | $287.3K | 0.06% | −3,289−23.9% | Reduced |
| Beta Wealth Group, Inc. | 10,508 | $287.7K | 0.17% | +608+6.1% | Added |
| Masso Torrence Wealth Management Inc. | 10,517 | $287.9K | 0.22% | −172−1.6% | Reduced |
| St Germain D J Co Inc | 10,532 | $288.4K | 0.02% | −3,280−23.7% | Reduced |
| Cedrus LLC | 10,541 | $288.6K | 0.21% | +111+1.1% | Added |
| Financial Security Advisor, Inc. | 10,546 | $288.8K | 0.13% | +10,546 | New |
| Partners Capital Investment Group, LLP | 10,547 | $288.8K | 0.01% | +10,547 | New |
| Barry Investment Advisors, LLC | 10,549 | $288.9K | 0.10% | −1,941−15.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 10,571 | $289.4K | 0.14% | +701+7.1% | Added |
| Pathway Financial Advisors LLC | 10,576 | $289.6K | 0.10% | 00.0% | Unchanged |
| Seven Mile Advisory | 10,580 | $289.7K | 0.30% | +1,557+17.3% | Added |
| J. L. Bainbridge & Co., Inc. | 10,589 | $289.9K | 0.04% | +785+8.0% | Added |
| Terra Nova Asset Management LLC | 10,106 | $289.9K | 0.26% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,608 | $290.4K | 0.36% | +8+0.1% | Added |
| Journey Strategic Wealth LLC | 10,648 | $291.5K | 0.01% | −3,687−25.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,671 | $292.2K | 0.10% | 00.0% | Unchanged |
| True North Advisors, LLC | 10,699 | $292.9K | 0.09% | −27,161−71.7% | Reduced |
| Nadler Financial Group, Inc. | 10,702 | $293.0K | 0.04% | −841−7.3% | Reduced |
| E Fund Management Co., Ltd. | 10,789 | $295.0K | 0.02% | −790−6.8% | Reduced |
| Oldfather Financial Services, LLC | 10,781 | $295.2K | 0.15% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 10,783 | $295.2K | 0.02% | −900−7.7% | Reduced |
| Prosperitas Financial LLC | 10,789 | $295.4K | 0.23% | +10,789 | New |
| Cornerstone Management, Inc. | 10,800 | $295.7K | 0.08% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 10,820 | $296.3K | 0.24% | +8+0.1% | Added |
| Pacitti Group Inc. | 10,826 | $296.4K | 0.21% | −315−2.8% | Reduced |
| Tanager Wealth Management LLP | 10,829 | $296.5K | 0.06% | −66−0.6% | Reduced |
| Diversified, LLC | 10,845 | $296.9K | 0.08% | +2,501+30.0% | Added |
| Kraematon Investment Advisors, Inc | 10,894 | $298.3K | 0.37% | +86+0.8% | Added |
| Cozad Asset Management Inc | 10,905 | $298.6K | 0.04% | +2,000+22.5% | Added |
| Invenio Wealth Partners LLC | 10,923 | $299.1K | 0.27% | +460+4.4% | Added |
| Annex Advisory Services, LLC | 10,966 | $300.3K | 0.02% | +2,697+32.6% | Added |
| Toth Financial Advisory Corp | 10,993 | $301.0K | 0.05% | +6+0.1% | Added |
| WFA Asset Management Corp | 10,995 | $301.1K | 0.18% | −90−0.8% | Reduced |
| Constitution Capital LLC | 11,002 | $301.2K | 0.21% | −4,198−27.6% | Reduced |
| STAR Financial Bank | 11,043 | $302.4K | 0.31% | −1,000−8.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 11,056 | $302.7K | 0.04% | −16,254−59.5% | Reduced |
| Balboa Wealth Partners | 11,143 | $305.1K | 0.11% | −2,452−18.0% | Reduced |
| Insight Advisors, LLC | 11,155 | $305.4K | 0.07% | −3,237−22.5% | Reduced |