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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 14,839 | $406.3K | 0.06% | +3,855+35.1% | Added |
| HBW Advisory Services LLC | 14,890 | $408.0K | 0.09% | +1,893+14.6% | Added |
| Berger Financial Group, Inc | 14,909 | $408.2K | 0.05% | +984+7.1% | Added |
| Resolute Wealth Strategies, LLC | 14,945 | $409.2K | 0.31% | +47+0.3% | Added |
| Financial Management Professionals, Inc. | 14,978 | $410.0K | 0.07% | −225−1.5% | Reduced |
| Sherbrooke Park Advisers LLC | 14,977 | $410.1K | 0.13% | +14,977 | New |
| Wagner Wealth Management, LLC | 15,004 | $410.8K | 0.15% | +321+2.2% | Added |
| Spinnaker Trust | 15,022 | $411.3K | 0.03% | +1,000+7.1% | Added |
| Horizon Wealth Management, LLC | 15,035 | $411.7K | 0.17% | −13,312−47.0% | Reduced |
| Angeles Investment Advisors, LLC | 15,038 | $411.7K | 0.03% | −1,770−10.5% | Reduced |
| Strategic Blueprint, LLC | 15,050 | $412.1K | 0.04% | +1,737+13.0% | Added |
| City State Bank | 15,089 | $413.0K | 0.23% | +173+1.2% | Added |
| Navellier & Associates Inc | 15,100 | $413.4K | 0.07% | −2,100−12.2% | Reduced |
| Encompass Wealth Advisors, LLC | 15,113 | $413.8K | 0.14% | +128+0.9% | Added |
| AlphaStar Capital Management, LLC | 15,151 | $414.8K | 0.05% | −34,870−69.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 15,161 | $415.1K | 0.45% | +4,800+46.3% | Added |
| Zullo Investment Group, Inc. | 15,200 | $416.2K | 0.24% | +773+5.4% | Added |
| Silverlake Wealth Management LLC | 15,227 | $416.9K | 0.23% | −2,090−12.1% | Reduced |
| ABLE Financial Group, LLC | 15,292 | $418.7K | 0.21% | −1,203−7.3% | Reduced |
| Colonial Trust Co | 15,325 | $419.6K | 0.10% | +268+1.8% | Added |
| Traynor Capital Management, Inc. | 15,330 | $419.7K | 0.06% | −1,948−11.3% | Reduced |
| Romano Brothers and Company | 15,376 | $421.0K | 0.07% | −156−1.0% | Reduced |
| Werba Rubin Papier Wealth Management | 15,414 | $422.0K | 0.15% | +194+1.3% | Added |
| Mason & Associates Inc | 15,458 | $423.2K | 0.14% | +286+1.9% | Added |
| Leavell Investment Management, Inc. | 15,477 | $424.0K | 0.03% | +40+0.3% | Added |
| Vance Wealth, Inc. | 15,551 | $425.8K | 0.20% | −1,001−6.0% | Reduced |
| General Partner, Inc. | 15,817 | $426.6K | 0.38% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 15,650 | $428.5K | 0.22% | −400−2.5% | Reduced |
| Ledyard National Bank | 15,653 | $428.6K | 0.05% | +1,102+7.6% | Added |
| Ausdal Financial Partners, Inc. | 15,657 | $428.7K | 0.06% | −919−5.5% | Reduced |
| Harvey Investment Co LLC | 15,686 | $429.0K | 0.06% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,700 | $429.9K | 0.19% | +48+0.3% | Added |
| Transatlantique Private Wealth LLC | 15,710 | $430.1K | 0.23% | −5,906−27.3% | Reduced |
| Cidel Asset Management Inc | 15,734 | $430.8K | 0.02% | +100+0.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 15,803 | $432.7K | 0.26% | +68+0.4% | Added |
| TRUE Private Wealth Advisors | 15,828 | $433.4K | 0.06% | −87,843−84.7% | Reduced |
| Private Wealth Advisors | 15,866 | $434.4K | 0.19% | 00.0% | Unchanged |
| First Citizens Financial Corp | 15,871 | $434.5K | 0.31% | −500−3.1% | Reduced |
| WealthTrust Axiom LLC | 15,918 | $435.8K | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 15,974 | $437.4K | 0.07% | +2,854+21.8% | Added |
| Traphagen Investment Advisors LLC | 15,982 | $437.6K | 0.06% | +8+0.1% | Added |
| Kenfarb & Co. | 16,000 | $437.9K | 0.40% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 16,000 | $438.1K | 0.12% | 00.0% | Unchanged |
| MBL Wealth, LLC | 16,006 | $438.2K | 0.06% | +495+3.2% | Added |
| WealthPlan Investment Management, LLC | 16,032 | $439.0K | 0.08% | +15,815+7,288.0% | Added |
| Wealth Advisory Solutions, LLC | 16,063 | $439.8K | 0.09% | +4,175+35.1% | Added |
| Key Bridge Compliance, LLC | 16,063 | $439.8K | 0.14% | +16,063 | New |
| Meeder Asset Management Inc | 16,069 | $440.0K | 0.03% | −295−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 16,075 | $440.1K | 0.09% | +83+0.5% | Added |
| Ascent Wealth Partners, LLC | 16,088 | $440.5K | 0.08% | +869+5.7% | Added |
| Archer Investment Corp | 16,108 | $441.0K | 0.16% | +210+1.3% | Added |
| Selective Wealth Management, Inc. | 17,017 | $441.4K | 0.24% | −806−4.5% | Reduced |
| Sittner & Nelson, LLC | 16,143 | $442.0K | 0.25% | −16−0.1% | Reduced |
| James Hambro & Partners | 16,147 | $442.0K | 0.03% | −1,266−7.3% | Reduced |
| Sky Investment Group LLC | 16,170 | $442.7K | 0.10% | 00.0% | Unchanged |
| Addison Capital Co | 16,216 | $443.0K | 0.34% | −958−5.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 16,220 | $444.1K | 0.49% | −300−1.8% | Reduced |
| Private Management Group Inc | 16,235 | $444.5K | 0.02% | +722+4.7% | Added |
| BigSur Wealth Management LLC | 16,250 | $444.9K | 0.22% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 16,273 | $445.1K | 0.13% | +4,433+37.4% | Added |
| United Capital Management of KS, Inc. | 16,306 | $446.5K | 0.15% | +1,940+13.5% | Added |
| O'Rourke & Company, Inc | 16,337 | $447.0K | 0.33% | −2,705−14.2% | Reduced |
| Patron Partners Advisors, LLC | 16,354 | $447.8K | 0.33% | −273−1.6% | Reduced |
| Perfromance Wealth Partners, LLC | 16,374 | $448.3K | 0.02% | −3,301−16.8% | Reduced |
| Soltis Investment Advisors LLC | 16,403 | $449.1K | 0.06% | −4,897−23.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 16,426 | $449.8K | 0.55% | +61+0.4% | Added |
| ASB Consultores, LLC | 16,450 | $450.4K | 0.18% | +6,522+65.7% | Added |
| Laidlaw Wealth Management LLC | 16,455 | $450.5K | 0.15% | −28,053−63.0% | Reduced |
| Omnia Family Wealth, LLC | 16,460 | $450.7K | 0.28% | +9+0.1% | Added |
| Verus Capital Partners, LLC | 16,474 | $451.1K | 0.06% | +736+4.7% | Added |
| Key Financial Inc | 16,510 | $452.0K | 0.15% | −642−3.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,513 | $452.1K | 0.11% | −742−4.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 16,540 | $452.9K | 0.12% | +7,070+74.7% | Added |
| Alliance Wealth Advisors, LLC | 16,692 | $457.0K | 0.33% | −117−0.7% | Reduced |
| Gratus Capital LLC | 16,702 | $457.3K | 0.03% | +2,846+20.5% | Added |
| Silvia McColl Wealth Management, LLC | 16,718 | $457.7K | 0.46% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 16,726 | $458.0K | 0.07% | +1,318+8.6% | Added |
| High Net Worth Advisory Group LLC | 16,739 | $458.3K | 0.18% | −4,561−21.4% | Reduced |
| Spring Capital Management, LLC | 16,743 | $458.4K | 0.39% | 00.0% | Unchanged |
| Blossom Wealth Management | 16,747 | $458.5K | 1.47% | +252+1.5% | Added |
| Geller Advisors LLC | 16,758 | $458.8K | 0.05% | −1,772−9.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 16,778 | $459.4K | 0.52% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 16,797 | $459.9K | 0.04% | −145−0.9% | Reduced |
| Consolidated Portfolio Review Corp | 16,828 | $460.8K | 0.11% | −490−2.8% | Reduced |
| Harbour Investments, Inc. | 16,829 | $460.8K | 0.02% | +901+5.7% | Added |
| Acorn Financial Advisory Services Inc | 16,859 | $461.4K | 0.08% | −335−1.9% | Reduced |
| Prentice Wealth Management LLC | 16,880 | $462.2K | 0.21% | +125+0.7% | Added |
| West Family Investments, Inc. | 16,959 | $464.3K | 0.16% | +16,959 | New |
| Websterrogers Financial Advisors, LLC | 17,008 | $465.7K | 0.20% | +105+0.6% | Added |
| Cladis Investment Advisory, LLC | 17,019 | $466.0K | 0.41% | +702+4.3% | Added |
| Mechanics Financial Corp | 17,024 | $466.1K | 0.26% | +1,774+11.6% | Added |
| Enterprise Bank & Trust Co | 17,031 | $466.3K | 0.19% | −2,464−12.6% | Reduced |
| Delta Asset Management LLC | 17,047 | $466.8K | 0.05% | +100+0.6% | Added |
| YHB Investment Advisors, Inc. | 17,051 | $466.9K | 0.04% | +196+1.2% | Added |
| Shayne & Co., LLC | 17,114 | $468.6K | 0.16% | +6,114+55.6% | Added |
| Kanawha Capital Management LLC | 17,116 | $468.6K | 0.05% | +500+3.0% | Added |
| Wealthstar Advisors, LLC | 17,121 | $468.8K | 0.20% | −800−4.5% | Reduced |
| Tradewinds, LLC. | 17,143 | $469.4K | 0.28% | −313−1.8% | Reduced |
| Forte Capital LLC | 17,147 | $469.5K | 0.07% | +3,514+25.8% | Added |
| Enterprise Financial Services Corp | 17,157 | $469.8K | 0.32% | −564−3.2% | Reduced |