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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 11,179 | $306.1K | 0.04% | +608+5.8% | Added |
| Column Capital Advisors, LLC | 11,184 | $306.2K | 0.05% | −261−2.3% | Reduced |
| Campion Asset Management LLC | 11,213 | $307.0K | 0.28% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 11,218 | $307.2K | 0.09% | +117+1.1% | Added |
| Jag Capital Management, LLC | 11,224 | $307.3K | 0.04% | −194−1.7% | Reduced |
| K.J. Harrison & Partners Inc | 11,239 | $307.7K | 0.07% | −78,800−87.5% | Reduced |
| ORG Partners LLC | 11,263 | $308.4K | 0.09% | +464+4.3% | Added |
| Drake & Associates, LLC | 11,274 | $308.7K | 0.14% | +11,274 | New |
| Onyx Bridge Wealth Group LLC | 11,282 | $308.9K | 0.07% | +2,879+34.3% | Added |
| RiverGlades Family Offices LLC | 11,300 | $309.4K | 0.27% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 11,310 | $309.7K | 0.25% | −726−6.0% | Reduced |
| Cahill Financial Advisors Inc | 11,314 | $309.8K | 0.05% | −10,117−47.2% | Reduced |
| Pacific Sage Partners, LLC | 11,325 | $310.1K | 0.09% | 00.0% | Unchanged |
| McAdam, LLC | 11,335 | $310.4K | 0.03% | +1,002+9.7% | Added |
| Sunflower Bank, N.A. | 11,356 | $310.9K | 0.07% | +116+1.0% | Added |
| Rise Advisors, LLC | 11,377 | $311.5K | 0.25% | +282+2.5% | Added |
| L & S Advisors Inc | 11,382 | $311.6K | 0.04% | −26−0.2% | Reduced |
| Wedge Capital Management L L P | 11,384 | $311.7K | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 11,392 | $311.9K | 0.11% | +40.0% | Added |
| WR Wealth Planners, LLC | 11,410 | $312.4K | 0.12% | −26−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,418 | $312.6K | 0.09% | −89−0.8% | Reduced |
| Ninety One SA (PTY) Ltd | 11,291 | $312.8K | 0.06% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 11,452 | $313.6K | 0.13% | 00.0% | Unchanged |
| Financial Insights, Inc. | 11,937 | $314.4K | 0.11% | −208−1.7% | Reduced |
| Vicus Capital | 11,502 | $314.9K | 0.03% | +1,397+13.8% | Added |
| Abner Herrman & Brock LLC | 11,507 | $315.0K | 0.05% | −8,571−42.7% | Reduced |
| Opal Wealth Advisors, LLC | 11,545 | $316.1K | 0.18% | +51+0.4% | Added |
| Southland Equity Partners LLC | 11,549 | $316.2K | 0.11% | +1,918+19.9% | Added |
| Stokes Family Office, LLC | 11,551 | $316.3K | 0.04% | −1,176−9.2% | Reduced |
| Keebeck Wealth Management, LLC | 11,586 | $317.2K | 0.06% | +46+0.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,600 | $317.6K | 0.29% | +60+0.5% | Added |
| LCNB Corp | 11,601 | $317.6K | 0.14% | −75−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 11,630 | $318.0K | 0.13% | −6,487−35.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,619 | $318.0K | 0.24% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 11,638 | $318.6K | 0.14% | +320+2.8% | Added |
| Advisor Resource Council | 11,640 | $318.7K | 0.21% | −133−1.1% | Reduced |
| Rice Partnership, LLC | 11,645 | $318.8K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 11,936 | $319.4K | 0.04% | +400+3.5% | Added |
| Middleton & Co Inc | 11,703 | $320.4K | 0.04% | −760−6.1% | Reduced |
| Chicago Capital, LLC | 11,754 | $321.8K | 0.02% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 11,766 | $322.2K | 0.02% | +1,171+11.1% | Added |
| Ridgecrest Wealth Partners, LLC | 11,775 | $322.4K | 0.23% | −480−3.9% | Reduced |
| Donaldson Capital Management, LLC | 11,788 | $322.8K | 0.02% | −2,755−18.9% | Reduced |
| Boyd Watterson Asset Management LLC | 11,807 | $323.3K | 0.14% | −31,305−72.6% | Reduced |
| Summit Financial Group Inc | 11,809 | $323.3K | 0.14% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11,824 | $323.7K | 0.15% | +14+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 11,302 | $324.3K | 0.26% | 00.0% | Unchanged |
| JB Capital LLC | 11,870 | $325.0K | 0.03% | −857−6.7% | Reduced |
| Cottonwood Capital Advisors, LLC | 11,884 | $325.4K | 0.30% | +551+4.9% | Added |
| Apexium Financial, LP | 11,914 | $326.2K | 0.03% | −709−5.6% | Reduced |
| Glen Eagle Advisors, LLC | 11,923 | $326.5K | 0.08% | +242+2.1% | Added |
| BCJ Capital Management, LLC | 11,945 | $327.1K | 0.03% | +2,748+29.9% | Added |
| Alpha Family Trust | 11,970 | $327.7K | 0.25% | +11,970 | New |
| Semus Wealth Partners LLC | 11,999 | $328.5K | 0.31% | +88+0.7% | Added |
| Sigma Investment Counselors Inc | 12,007 | $328.8K | 0.02% | −350−2.8% | Reduced |
| Tilson Financial Group, Inc. | 12,027 | $329.0K | 0.26% | +12,027 | New |
| Farmers Trust Co | 12,050 | $329.9K | 0.08% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 12,055 | $330.1K | 0.05% | −7,615−38.7% | Reduced |
| Stone Point Wealth LLC | 12,066 | $330.4K | 0.14% | +1,000+9.0% | Added |
| Humankind Investments LLC | 12,102 | $331.4K | 0.14% | −547−4.3% | Reduced |
| Alpha Financial Advisors, LLC | 12,103 | $331.4K | 0.21% | 00.0% | Unchanged |
| First Financial Corp | 12,136 | $332.2K | 0.19% | +10,144+509.2% | Added |
| V Wealth Advisors LLC | 12,146 | $332.6K | 0.27% | −40,052−76.7% | Reduced |
| Cary Street Partners Asset Management LLC | 12,196 | $333.9K | 0.06% | +33+0.3% | Added |
| Triton Wealth Management, PLLC | 11,727 | $334.0K | 0.22% | +1,760+17.7% | Added |
| Flaharty Asset Management, LLC | 12,198 | $334.0K | 0.06% | −3,772−23.6% | Reduced |
| BOS Asset Management, LLC | 12,217 | $334.5K | 0.25% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 12,218 | $334.5K | 0.10% | −1,086−8.2% | Reduced |
| AXS Investments LLC | 12,224 | $334.7K | 0.09% | −7,298−37.4% | Reduced |
| Telemus Capital, LLC | 12,225 | $334.7K | 0.03% | −2,291−15.8% | Reduced |
| Aberdeen Wealth Management LLC | 12,258 | $335.6K | 0.25% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 12,286 | $336.0K | 0.04% | +775+6.7% | Added |
| Benin Management CORP | 12,281 | $336.3K | 0.12% | −192−1.5% | Reduced |
| HC Advisors, LLC | 12,291 | $336.5K | 0.20% | +867+7.6% | Added |
| Chilton Investment Co LLC | 12,298 | $336.7K | 0.01% | −2,238−15.4% | Reduced |
| Clear Creek Financial Management, LLC | 12,305 | $336.9K | 0.06% | +244+2.0% | Added |
| Confluence Wealth Services, Inc. | 12,321 | $337.4K | 0.07% | +26+0.2% | Added |
| SRS Capital Advisors, Inc. | 12,347 | $338.1K | 0.04% | +15+0.1% | Added |
| PGGM Investments | 12,379 | $339.0K | 0.01% | −112,006−90.0% | Reduced |
| Tradition Wealth Management, LLC | 12,410 | $340.0K | 0.04% | +30+0.2% | Added |
| Silver Lake Advisory, LLC | 12,425 | $340.0K | 0.21% | +92+0.7% | Added |
| Granger Management LLC | 12,492 | $342.0K | 0.14% | +270+2.2% | Added |
| Fort Point Capital Partners LLC | 12,494 | $342.1K | 0.06% | +765+6.5% | Added |
| VeraBank, N.A. | 12,495 | $342.1K | 0.13% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 12,524 | $342.9K | 0.08% | −7,932−38.8% | Reduced |
| Cim Investment Mangement Inc | 12,562 | $343.9K | 0.13% | −268−2.1% | Reduced |
| RiverFront Investment Group, LLC | 12,572 | $344.2K | 0.01% | +1,800+16.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,574 | $344.3K | 0.16% | −559−4.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,588 | $344.7K | 0.02% | +12,588 | New |
| Arcataur Capital Management LLC | 12,593 | $344.8K | 0.14% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 12,595 | $344.8K | 0.20% | +12,595 | New |
| Hemington Wealth Management | 12,604 | $345.0K | 0.16% | −870−6.5% | Reduced |
| Channel Wealth LLC | 12,613 | $345.3K | 0.19% | +3,846+43.9% | Added |
| Kapstone Financial Advisors LLC | 12,622 | $345.6K | 0.31% | +500+4.1% | Added |
| Kowal Investment Group, LLC | 12,689 | $347.4K | 0.09% | +387+3.1% | Added |
| Oxbow Advisors, LLC | 12,692 | $347.5K | 0.05% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 12,714 | $348.1K | 0.12% | +3,458+37.4% | Added |
| Alerus Financial NA | 12,723 | $348.4K | 0.03% | −632−4.7% | Reduced |
| Albion Financial Group | 12,760 | $349.4K | 0.03% | −40−0.3% | Reduced |
| Ergawealth Advisors, Inc. | 12,800 | $350.5K | 0.24% | 00.0% | Unchanged |