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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 17,179 | $470.4K | 0.37% | +69+0.4% | Added |
| AllSquare Wealth Management LLC | 17,210 | $471.2K | 0.31% | −450−2.5% | Reduced |
| KMG Fiduciary Partners, LLC | 17,265 | $472.7K | 0.06% | −205−1.2% | Reduced |
| Cheviot Value Management, LLC | 17,274 | $473.0K | 0.10% | −1,098−6.0% | Reduced |
| JT Stratford LLC | 17,338 | $474.7K | 0.12% | −9,706−35.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 18,325 | $477.7K | 0.06% | −343−1.8% | Reduced |
| Carl P. Sherr & Co., LLC | 17,471 | $478.4K | 0.32% | +14+0.1% | Added |
| Drive Wealth Management, LLC | 17,479 | $478.6K | 0.17% | −2,380−12.0% | Reduced |
| Autumn Glory Partners, LLC | 15,722 | $478.6K | 0.29% | +866+5.8% | Added |
| Copperwynd Financial, LLC | 17,487 | $478.8K | 0.22% | +17+0.1% | Added |
| Day & Ennis, LLC | 17,498 | $479.1K | 0.18% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 17,570 | $481.0K | 0.13% | −100−0.6% | Reduced |
| Albert D Mason Inc | 17,585 | $481.0K | 0.35% | +1,078+6.5% | Added |
| Firethorn Wealth Partners, LLC | 17,683 | $484.2K | 0.37% | +22+0.1% | Added |
| Mark Stevens | 17,684 | $484.2K | 0.06% | +821+4.9% | Added |
| Verum Partners LLC | 17,701 | $484.7K | 0.22% | +30+0.2% | Added |
| Waddell & Associates, LLC | 17,752 | $486.1K | 0.07% | −266−1.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,769 | $486.5K | 0.07% | −99−0.6% | Reduced |
| MSH Capital Advisors LLC | 17,801 | $487.4K | 0.19% | −170−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 17,804 | $487.5K | 0.15% | −7,067−28.4% | Reduced |
| Patten Group, Inc. | 17,841 | $488.5K | 0.15% | −532−2.9% | Reduced |
| Clear Investment Research, LLC | 17,858 | $489.0K | 0.85% | +16+0.1% | Added |
| DRW Securities, LLC | 17,976 | $492.0K | 0.04% | −105,636−85.5% | Reduced |
| Lathrop Investment Management Corp | 17,955 | $492.0K | 0.11% | −300−1.6% | Reduced |
| Wealth Advisors, Inc. | 18,037 | $493.8K | 0.22% | 00.0% | Unchanged |
| LVW Advisors, LLC | 18,048 | $494.2K | 0.11% | +18,048 | New |
| Terril Brothers, Inc. | 18,094 | $495.4K | 0.24% | −185−1.0% | Reduced |
| Independence Bank of Kentucky | 18,114 | $496.0K | 0.21% | +1,429+8.6% | Added |
| Headinvest, LLC | 18,579 | $496.1K | 0.11% | +35+0.2% | Added |
| Alta Advisers Ltd | 18,200 | $498.3K | 0.29% | 00.0% | Unchanged |
| Fca Corp | 18,201 | $498.4K | 0.19% | +17+0.1% | Added |
| Marble Harbor Investment Counsel, LLC | 18,275 | $500.4K | 0.07% | +100+0.6% | Added |
| Charles Schwab Trust Co | 18,308 | $501.3K | 0.06% | +1,490+8.9% | Added |
| Bennett Selby Investments LP | 18,317 | $501.5K | 0.29% | −319−1.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 18,393 | $503.6K | 0.34% | +159+0.9% | Added |
| Keel Point, LLC | 18,494 | $506.4K | 0.07% | −955−4.9% | Reduced |
| Grandview Asset Management LLC | 18,625 | $510.0K | 0.29% | +18,625 | New |
| Pin Oak Investment Advisors Inc | 18,676 | $511.0K | 0.58% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 20,009 | $511.9K | 0.17% | −227−1.1% | Reduced |
| Jarislowsky, Fraser Ltd | 18,712 | $512.3K | 0.00% | +85+0.5% | Added |
| Staley Capital Advisers Inc | 18,759 | $513.6K | 0.03% | −332−1.7% | Reduced |
| TAGStone Capital, Inc. | 18,791 | $514.0K | 0.38% | +136+0.7% | Added |
| Founders Capital Management, LLC | 18,785 | $514.3K | 0.12% | −157−0.8% | Reduced |
| BIP Wealth, LLC | 18,801 | $514.8K | 0.05% | +2,034+12.1% | Added |
| Whitener Capital Management, Inc. | 18,809 | $515.0K | 0.21% | +241+1.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 18,805 | $515.0K | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 18,816 | $515.2K | 0.00% | +916+5.1% | Added |
| Marino, Stram & Associates LLC | 18,875 | $516.8K | 0.15% | −1,216−6.1% | Reduced |
| C2C Wealth Management, LLC | 19,411 | $517.2K | 0.07% | −5,000−20.5% | Reduced |
| SlateStone Wealth, LLC | 19,006 | $520.0K | 0.08% | −249−1.3% | Reduced |
| Summit Asset Management, LLC | 19,082 | $522.5K | 0.14% | +3,001+18.7% | Added |
| Accel Wealth Management | 19,118 | $523.4K | 0.29% | −940−4.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 19,128 | $523.7K | 0.12% | +388+2.1% | Added |
| Childress Capital Advisors, LLC | 18,934 | $524.2K | 0.17% | +18,934 | New |
| Northern Financial Advisors Inc | 19,156 | $524.5K | 0.48% | −573−2.9% | Reduced |
| Aprio Wealth Management, LLC | 19,175 | $525.0K | 0.14% | −2,058−9.7% | Reduced |
| Sweet Financial Partners, LLC | 19,185 | $525.3K | 0.14% | +250+1.3% | Added |
| SOA Wealth Advisors, LLC. | 19,209 | $525.9K | 0.13% | +21+0.1% | Added |
| Liberty Wealth Management LLC | 19,260 | $527.0K | 0.13% | −405−2.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 19,261 | $527.4K | 0.11% | +2,924+17.9% | Added |
| Investors Research Corp | 19,287 | $528.1K | 0.14% | −356−1.8% | Reduced |
| Tranquility Partners, LLC | 19,294 | $528.3K | 0.23% | +1,260+7.0% | Added |
| Worth Financial Advisory Group, LLC | 19,308 | $528.6K | 0.48% | −549−2.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 19,331 | $529.0K | 0.04% | +12,101+167.4% | Added |
| Wealth Alliance | 19,369 | $530.3K | 0.08% | +2,545+15.1% | Added |
| Cyndeo Wealth Partners, LLC | 19,411 | $531.5K | 0.06% | −203−1.0% | Reduced |
| CFS Investment Advisory Services, LLC | 19,443 | $532.0K | 0.08% | +19,443 | New |
| Mirador Capital Partners LP | 19,463 | $532.9K | 0.12% | −68,130−77.8% | Reduced |
| Kearns & Associates LLC | 19,500 | $533.9K | 0.50% | 00.0% | Unchanged |
| Leisure Capital Management | 19,513 | $534.3K | 0.31% | −451−2.3% | Reduced |
| Curi Capital | 19,539 | $535.0K | 0.08% | −6,503−25.0% | Reduced |
| Wakefield Asset Management LLLP | 19,586 | $536.3K | 0.24% | −1,871−8.7% | Reduced |
| 180 Wealth Advisors, LLC | 19,611 | $536.9K | 0.12% | −2,489−11.3% | Reduced |
| VELA Investment Management, LLC | 19,712 | $539.7K | 0.24% | +6,375+47.8% | Added |
| Old Port Advisors | 19,726 | $540.1K | 0.20% | +19,726 | New |
| Caldwell Sutter Capital, Inc. | 19,759 | $541.0K | 0.30% | −408−2.0% | Reduced |
| Howard Capital Management Group, LLC | 19,780 | $541.6K | 0.05% | −550−2.7% | Reduced |
| American National Bank | 19,789 | $541.8K | 0.09% | −324−1.6% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $542.0K | 0.43% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,796 | $542.0K | 0.02% | +180+0.9% | Added |
| DF Dent & Co Inc | 19,830 | $542.9K | 0.01% | −50−0.3% | Reduced |
| BTC Capital Management, Inc. | 20,000 | $547.6K | 0.06% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 20,004 | $547.7K | 0.35% | +1,500+8.1% | Added |
| Bigelow Investment Advisors, LLC | 20,027 | $548.3K | 0.31% | −27−0.1% | Reduced |
| Canvas Wealth Advisors, LLC | 20,894 | $549.7K | 0.23% | −758−3.5% | Reduced |
| New Republic Capital, LLC | 20,078 | $549.8K | 0.45% | +1,328+7.1% | Added |
| Caerus Investment Advisors, LLC | 20,100 | $550.3K | 0.57% | 00.0% | Unchanged |
| Provence Wealth Management Group | 20,102 | $550.4K | 0.34% | +2,203+12.3% | Added |
| AIMZ Investment Advisors, LLC | 20,164 | $552.1K | 0.25% | −300−1.5% | Reduced |
| AdvisorNet Financial, Inc | 20,170 | $552.2K | 0.05% | −2,026−9.1% | Reduced |
| Allie Family Office LLC | 20,390 | $552.9K | 0.45% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20,200 | $553.0K | 0.03% | −152−0.7% | Reduced |
| Parkside Investments, LLC | 20,220 | $553.6K | 0.10% | −23,280−53.5% | Reduced |
| Bank of Stockton | 21,270 | $555.6K | 0.21% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 20,345 | $557.0K | 0.36% | +1,390+7.3% | Added |
| Cypress Asset Management Inc | 20,577 | $557.6K | 0.19% | −1,330−6.1% | Reduced |
| Guardian Capital Advisors LP | 20,682 | $558.8K | 0.06% | +3,102+17.6% | Added |
| Virginia Wealth Management Group, Inc. | 20,422 | $559.2K | 0.38% | +74+0.4% | Added |
| Virtue Capital Management, LLC | 19,236 | $559.4K | 0.10% | 00.0% | Unchanged |
| PFW Advisors LLC | 20,548 | $562.6K | 0.20% | 00.0% | Unchanged |