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
- 2,624
- +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
- 996 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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 101,594 | $2.78M | 1.94% | −1,825−1.8% | Reduced |
| Roundview Capital LLC | 101,487 | $2.78M | 0.28% | −40,296−28.4% | Reduced |
| Sumitomo Life Insurance Co | 101,454 | $2.78M | 0.08% | +1,766+1.8% | Added |
| Hendershot Investments Inc. | 100,124 | $2.74M | 0.46% | −28,356−22.1% | Reduced |
| Abbot Financial Management, Inc. | 100,120 | $2.74M | 1.84% | −2,436−2.4% | Reduced |
| Advent Capital Management | 100,000 | $2.74M | 0.06% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 100,000 | $2.74M | 0.95% | +100,000 | New |
| Asset Dedication, LLC | 99,298 | $2.73M | 0.23% | +517+0.5% | Added |
| Steel Peak Wealth Management LLC | 99,568 | $2.73M | 0.17% | −3,448−3.3% | Reduced |
| Capital Investment Advisory Services, LLC | 99,305 | $2.72M | 0.27% | +1,822+1.9% | Added |
| Fund Management at Engine No. 1 LLC | 98,870 | $2.71M | 0.43% | +8,602+9.5% | Added |
| Princeton Global Asset Management LLC | 97,851 | $2.68M | 0.76% | +5,628+6.1% | Added |
| Lakeview Capital Partners, LLC | 97,776 | $2.68M | 0.52% | −8,053−7.6% | Reduced |
| Pacifica Partners Inc. | 102,311 | $2.67M | 1.45% | +215+0.2% | Added |
| Commerzbank Aktiengesellschaft | 96,465 | $2.64M | 0.13% | −135,264−58.4% | Reduced |
| AMG National Trust Bank | 96,122 | $2.63M | 0.09% | −4,371−4.3% | Reduced |
| Credit Capital Investments LLC | 96,000 | $2.63M | 3.48% | −20,000−17.2% | Reduced |
| Forum Financial Management, LP | 95,897 | $2.63M | 0.06% | +185+0.2% | Added |
| Meridian Investment Counsel Inc. | 95,816 | $2.62M | 0.98% | −925−1.0% | Reduced |
| 1st Source Bank | 95,803 | $2.62M | 0.18% | −5,368−5.3% | Reduced |
| Ami Investment Management Inc | 95,526 | $2.62M | 1.18% | −1,870−1.9% | Reduced |
| Bridgecreek Investment Management, LLC | 95,500 | $2.61M | 0.53% | −2,500−2.6% | Reduced |
| Beach Investment Counsel Inc | 95,368 | $2.61M | 0.33% | −146,349−60.5% | Reduced |
| Gleason Group, Inc. | 94,825 | $2.60M | 0.68% | −377−0.4% | Reduced |
| Plancorp, LLC | 94,811 | $2.60M | 0.14% | +3,211+3.5% | Added |
| Hollencrest Capital Management | 94,534 | $2.59M | 0.29% | +402+0.4% | Added |
| St. Johns Investment Management Company, LLC | 94,412 | $2.58M | 1.48% | −2,087−2.2% | Reduced |
| Bank of New Hampshire | 94,365 | $2.58M | 0.77% | +614+0.7% | Added |
| SYSTM Wealth Solutions LLC | 94,360 | $2.58M | 0.40% | −13,876−12.8% | Reduced |
| Plimoth Trust Co LLC | 94,182 | $2.58M | 0.81% | −1,700−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 89,674 | $2.57M | 0.04% | +579+0.6% | Added |
| Strategic Investment Solutions, Inc. | 87,326 | $2.57M | 0.03% | +86,126+7,177.2% | Added |
| Aspen Grove Capital, LLC | 93,634 | $2.56M | 0.95% | −27,996−23.0% | Reduced |
| ProVise Management Group, LLC | 93,595 | $2.56M | 0.24% | −914−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 93,573 | $2.56M | 0.32% | +66,036+239.8% | Added |
| Long Focus Capital Management, LLC | 93,000 | $2.55M | 0.37% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 92,977 | $2.55M | 0.33% | +92,977 | New |
| Pitcairn Co | 92,845 | $2.54M | 0.21% | +8,264+9.8% | Added |
| RSM US Wealth Management LLC | 92,804 | $2.54M | 0.09% | +152+0.2% | Added |
| Bartlett & Co. LLC | 92,546 | $2.53M | 0.05% | −11,089−10.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92,546 | $2.53M | 0.05% | −11,089−10.7% | Reduced |
| Cunning Capital Partners, LP | 92,515 | $2.53M | 1.67% | +92,515 | Added |
| Apollon Wealth Management, LLC | 92,452 | $2.53M | 0.13% | −7,262−7.3% | Reduced |
| Hodges Capital Management Inc. | 92,449 | $2.53M | 0.30% | −28,632−23.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 92,379 | $2.53M | 0.10% | +505+0.5% | Added |
| Coldstream Capital Management Inc | 92,267 | $2.53M | 0.08% | +10,093+12.3% | Added |
| Wellington Shields Capital Management, LLC | 92,260 | $2.53M | 0.33% | −1,854−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 92,104 | $2.52M | 0.03% | −345,119−78.9% | Reduced |
| Horizon Investments, LLC | 91,505 | $2.51M | 0.08% | +193+0.2% | Added |
| Private Trust Co NA | 91,469 | $2.50M | 0.33% | +1,432+1.6% | Added |
| Campbell Newman Asset Management Inc | 90,850 | $2.49M | 0.24% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 90,631 | $2.48M | 0.04% | +134+0.1% | Added |
| Threadgill Financial, LLC | 93,993 | $2.47M | 1.89% | +51,181+119.5% | Added |
| Dorsey & Whitney Trust CO LLC | 89,971 | $2.46M | 0.21% | −1,627−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89,679 | $2.46M | 0.17% | −238−0.3% | Reduced |
| Game Creek Capital, LP | 89,500 | $2.45M | 1.63% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 89,368 | $2.45M | 0.32% | −1,297−1.4% | Reduced |
| Tower Bridge Advisors | 89,261 | $2.44M | 0.23% | +5,744+6.9% | Added |
| Global Retirement Partners, LLC | 94,208 | $2.44M | 0.12% | +1,215+1.3% | Added |
| Klingenstein Fields & Co LP | 88,987 | $2.44M | 0.12% | −18,492−17.2% | Reduced |
| AlphaCore Capital LLC | 88,961 | $2.44M | 0.38% | −12,409−12.2% | Reduced |
| Eagle Asset Management Inc | 88,882 | $2.43M | 0.01% | +2,956+3.4% | Added |
| Gries Financial LLC | 88,865 | $2.43M | 0.66% | +2,971+3.5% | Added |
| Wright Investors Service Inc | 88,758 | $2.43M | 0.70% | −1,666−1.8% | Reduced |
| Ballentine Partners, LLC | 88,546 | $2.42M | 0.06% | +14,356+19.4% | Added |
| Trivant Custom Portfolio Group, LLC | 88,245 | $2.42M | 1.78% | −2,827−3.1% | Reduced |
| BancorpSouth Bank | 88,117 | $2.41M | 0.21% | −1,409−1.6% | Reduced |
| WCG Wealth Advisors LLC | 87,440 | $2.41M | 0.18% | +87,440 | New |
| Mutual Advisors, LLC | 87,838 | $2.41M | 0.09% | +2,260+2.6% | Added |
| Modera Wealth Management, LLC | 87,590 | $2.40M | 0.05% | +3,975+4.8% | Added |
| American Assets Inc | 87,500 | $2.40M | 1.09% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 87,136 | $2.39M | 1.05% | −2,400−2.7% | Reduced |
| Caldwell Trust Co | 87,089 | $2.38M | 0.33% | −18,170−17.3% | Reduced |
| Guardian Investment Management | 86,979 | $2.38M | 2.18% | +1,000+1.2% | Added |
| Birmingham Capital Management Co Inc | 86,900 | $2.38M | 0.98% | +3,148+3.8% | Added |
| Western Wealth Management, LLC | 86,851 | $2.38M | 0.20% | +5,279+6.5% | Added |
| HBK Sorce Advisory LLC | 86,774 | $2.38M | 0.10% | −3,587−4.0% | Reduced |
| Worldquant Millennium Advisors LLC | 86,585 | $2.37M | 0.04% | −53,747−38.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.37M | 0.36% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 88,685 | $2.37M | 1.13% | +1,136+1.3% | Added |
| Brick & Kyle, Associates | 86,356 | $2.36M | 1.25% | −400−0.5% | Reduced |
| Bank Ozk | 86,261 | $2.36M | 1.30% | −26,997−23.8% | Reduced |
| Beaton Management Co. Inc. | 84,909 | $2.33M | 1.51% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 84,747 | $2.32M | 2.56% | +628+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 84,584 | $2.32M | 0.08% | −1,551−1.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 84,544 | $2.31M | 0.69% | +370+0.4% | Added |
| Beaumont Financial Advisors, LLC | 84,178 | $2.30M | 0.23% | −382−0.5% | Reduced |
| Exeter Financial, LLC | 83,942 | $2.30M | 1.21% | 00.0% | Unchanged |
| Legato Capital Management LLC | 83,844 | $2.30M | 0.33% | 00.0% | Unchanged |
| Berkshire Bank | 83,797 | $2.29M | 0.66% | −1,364−1.6% | Reduced |
| Meitav Dash Investments Ltd | 83,381 | $2.29M | 0.04% | +7,496+9.9% | Added |
| Profund Advisors LLC | 83,147 | $2.28M | 0.13% | −3,020−3.5% | Reduced |
| Independent Financial Group, LLC | 83,017 | $2.27M | 0.15% | −5,417−6.1% | Reduced |
| Legacy Wealth Management, LLC | 82,935 | $2.27M | 1.18% | −900−1.1% | Reduced |
| Merit Financial Group, LLC | 82,835 | $2.27M | 0.07% | −996−1.2% | Reduced |
| Trust Asset Management LLC | 82,806 | $2.27M | 0.24% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 82,559 | $2.26M | 1.46% | +162+0.2% | Added |
| Financial Counselors Inc | 82,554 | $2.26M | 0.05% | −2,919−3.4% | Reduced |
| Inscription Capital, LLC | 82,471 | $2.26M | 0.74% | −2,246−2.7% | Reduced |
| Triangle Securities Wealth Management | 82,406 | $2.26M | 0.80% | −271−0.3% | Reduced |