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 |
|---|---|---|---|---|---|
| Orleans Capital Management Corp | 12,807 | $350.7K | 0.26% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 13,148 | $351.1K | 0.21% | +68+0.5% | Added |
| Guidance Point Advisors, LLC | 12,834 | $351.4K | 0.14% | +424+3.4% | Added |
| Gemmer Asset Management LLC | 12,837 | $351.5K | 0.05% | +328+2.6% | Added |
| Goodman Advisory Group, LLC | 12,863 | $352.2K | 0.13% | −181,344−93.4% | Reduced |
| Private Portfolio Partners LLC | 12,873 | $352.5K | 0.09% | −607−4.5% | Reduced |
| Clarus Group, Inc. | 12,915 | $353.6K | 0.26% | −57−0.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 12,960 | $354.8K | 0.17% | +12,960 | New |
| Wallace Advisory Group, LLC | 12,396 | $355.6K | 0.26% | +1,284+11.6% | Added |
| Evergreen Wealth Solutions, LLC | 12,992 | $355.7K | 0.36% | +855+7.0% | Added |
| Emfo, LLC | 13,000 | $355.9K | 0.34% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 13,018 | $356.4K | 0.08% | +3,313+34.1% | Added |
| Atwood & Palmer Inc | 13,021 | $356.5K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13,159 | $360.3K | 0.04% | −889−6.3% | Reduced |
| Pictet Bank & Trust Ltd | 13,159 | $360.3K | 0.39% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 13,170 | $360.6K | 0.16% | −454−3.3% | Reduced |
| Chapman Investment Management, LLC | 13,190 | $361.1K | 0.31% | +1,002+8.2% | Added |
| Fiducient Advisors LLC | 13,215 | $361.8K | 0.02% | +13,215 | New |
| Angeles Wealth Management, LLC | 13,236 | $362.4K | 0.05% | +3,919+42.1% | Added |
| Gateway Wealth Partners, LLC | 13,244 | $362.6K | 0.07% | +530+4.2% | Added |
| OneAscent Financial Services LLC | 13,295 | $364.0K | 0.09% | +13,295 | New |
| Aristotle Capital Management, LLC | 13,300 | $364.2K | 0.00% | 00.0% | Unchanged |
| KWB Wealth | 12,709 | $364.6K | 0.06% | −1,659−11.5% | Reduced |
| Brandywine Trust Co | 13,326 | $364.9K | 0.09% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 13,338 | $365.2K | 1.17% | 00.0% | Unchanged |
| Marex Group plc | 13,342 | $365.3K | 0.05% | −10,629−44.3% | Reduced |
| Integrity Financial Corp | 13,382 | $366.4K | 0.28% | +19+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 13,465 | $368.7K | 0.24% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 13,467 | $368.7K | 0.05% | +849+6.7% | Added |
| KB Financial Partners, LLC | 9,838 | $369.0K | 0.11% | +225+2.3% | Added |
| CFO4Life Group, LLC | 13,500 | $369.6K | 0.09% | −70−0.5% | Reduced |
| Addison Advisors LLC | 13,501 | $369.7K | 0.17% | −491−3.5% | Reduced |
| Private Wealth Partners, LLC | 13,510 | $369.9K | 0.04% | −51,253−79.1% | Reduced |
| Nilsine Partners, LLC | 13,553 | $371.1K | 0.06% | −302−2.2% | Reduced |
| Regatta Capital Group, LLC | 13,554 | $371.1K | 0.12% | −229−1.7% | Reduced |
| Balentine LLC | 13,567 | $371.5K | 0.01% | +687+5.3% | Added |
| WealthPLAN Partners, LLC | 13,572 | $371.6K | 0.04% | +7,271+115.4% | Added |
| WealthShield Partners, LLC | 13,647 | $373.7K | 0.06% | −150−1.1% | Reduced |
| Amplius Wealth Advisors, LLC | 13,677 | $374.5K | 0.05% | +51+0.4% | Added |
| Willis Johnson & Associates, Inc. | 13,695 | $375.0K | 0.04% | +947+7.4% | Added |
| Lantz Financial LLC | 13,704 | $375.2K | 0.15% | −133−1.0% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $376.6K | 0.92% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 13,781 | $377.3K | 0.00% | −2,710−16.4% | Reduced |
| Frisch Financial Group, Inc. | 13,821 | $378.0K | 0.15% | +13,821 | New |
| Financial Management Network Inc | 14,596 | $378.6K | 0.13% | +38+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 13,854 | $379.3K | 0.05% | +2,210+19.0% | Added |
| SFMG, LLC | 13,866 | $379.6K | 0.04% | +1,510+12.2% | Added |
| TBH Global Asset Management, LLC | 13,908 | $380.8K | 0.07% | +20+0.1% | Added |
| Crawford Investment Counsel Inc | 13,915 | $381.0K | 0.01% | +146+1.1% | Added |
| OneAscent Wealth Management LLC | 13,949 | $382.0K | 0.17% | +13,949 | New |
| Weik Capital Management | 13,955 | $382.1K | 0.19% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 13,962 | $382.3K | 0.08% | +995+7.7% | Added |
| Bedel Financial Consulting Inc | 13,962 | $382.3K | 0.08% | +13,962 | New |
| Rational Advisors LLC | 13,993 | $383.1K | 0.03% | −4,012−22.3% | Reduced |
| Thrive Capital Management, LLC | 13,995 | $383.2K | 0.21% | +460+3.4% | Added |
| MV Capital Management, Inc. | 14,000 | $383.3K | 0.05% | −778−5.3% | Reduced |
| Stanley-Laman Group, Ltd. | 14,000 | $383.3K | 0.07% | −618−4.2% | Reduced |
| Bell Bank | 14,014 | $383.7K | 0.04% | +2,736+24.3% | Added |
| Cohen & Steers, Inc. | 14,012 | $384.0K | 0.00% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 14,034 | $384.3K | 0.33% | +145+1.0% | Added |
| Hudock, Inc. | 14,045 | $384.6K | 0.09% | +46+0.3% | Added |
| WESPAC Advisors, LLC | 14,066 | $385.1K | 0.29% | −2,901−17.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 14,083 | $385.6K | 0.19% | +2,927+26.2% | Added |
| Sawyer & Company, Inc | 14,087 | $386.0K | 0.18% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 14,134 | $387.0K | 0.03% | −226−1.6% | Reduced |
| Northstar Group, Inc. | 14,142 | $387.2K | 0.09% | +20.0% | Added |
| Kathmere Capital Management, LLC | 14,150 | $387.4K | 0.06% | +14,150 | New |
| CVA Family Office, LLC | 14,188 | $388.5K | 0.09% | +3,368+31.1% | Added |
| Great Diamond Partners, LLC | 14,190 | $388.5K | 0.11% | −683−4.6% | Reduced |
| Saiph Capital, LLC | 103,795 | $388.6K | 0.21% | +122+0.1% | Added |
| BBR Partners, LLC | 14,215 | $389.2K | 0.04% | +1,855+15.0% | Added |
| Round Hill Asset Management | 14,223 | $389.4K | 0.26% | −456−3.1% | Reduced |
| Eagle Harbor Asset Management Inc | 14,235 | $389.8K | 0.51% | +103+0.7% | Added |
| Pure Financial Advisors, Inc. | 14,241 | $389.9K | 0.02% | +1,867+15.1% | Added |
| Garden State Investment Advisory Services LLC | 14,216 | $390.8K | 0.18% | +956+7.2% | Added |
| Veracity Capital LLC | 14,294 | $391.4K | 0.18% | +888+6.6% | Added |
| New World Advisors LLC | 14,302 | $391.6K | 0.14% | +347+2.5% | Added |
| Petix & Botte Co | 14,334 | $392.5K | 0.12% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 15,354 | $392.6K | 0.12% | +1,061+7.4% | Added |
| LVM Capital Management Ltd | 14,367 | $393.0K | 0.06% | +148+1.0% | Added |
| Sheets Smith Wealth Management | 14,417 | $394.7K | 0.06% | +106+0.7% | Added |
| Aviance Capital Partners, LLC | 14,454 | $395.8K | 0.09% | −627−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,458 | $395.8K | 0.01% | −316−2.1% | Reduced |
| Landmark Financial Advisors, LLC | 14,479 | $396.4K | 0.16% | −710−4.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 14,510 | $397.3K | 0.34% | 00.0% | Unchanged |
| Essex Savings Bank | 14,518 | $397.4K | 0.13% | −84−0.6% | Reduced |
| Brave Warrior Advisors, LLC | 14,532 | $397.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14,539 | $398.1K | 0.23% | −304−2.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 14,540 | $398.1K | 0.07% | −1,200−7.6% | Reduced |
| Fortem Financial Group, LLC | 14,556 | $398.5K | 0.23% | −1,489−9.3% | Reduced |
| Cavalier Investments, LLC | 14,610 | $400.0K | 0.16% | +524+3.7% | Added |
| NFP Retirement, Inc. | 14,629 | $400.5K | 0.08% | +72+0.5% | Added |
| Optimum Investment Advisors | 14,667 | $401.6K | 0.21% | +30.0% | Added |
| Proficio Capital Partners LLC | 14,673 | $401.8K | 0.05% | −18,837−56.2% | Reduced |
| Monticello Wealth Management, LLC | 14,691 | $402.2K | 0.04% | +14,691 | New |
| Cahaba Wealth Management, Inc. | 14,711 | $402.8K | 0.04% | −726−4.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 14,325 | $403.4K | 0.10% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 14,572 | $403.6K | 0.16% | +14,572 | New |
| Tiemann Investment Advisors, LLC | 14,775 | $404.5K | 0.22% | +900+6.5% | Added |
| Towercrest Capital Management | 14,829 | $406.0K | 0.08% | −73−0.5% | Reduced |