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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 82,222 | $2.25M | 1.54% | −2,190−2.6% | Reduced |
| Lakewood Asset Management LLC | 82,057 | $2.25M | 1.83% | +2,096+2.6% | Added |
| Institute for Wealth Management, LLC. | 82,050 | $2.25M | 0.41% | +2,274+2.9% | Added |
| Levin Capital Strategies, L.P. | 81,771 | $2.24M | 0.28% | −3,049−3.6% | Reduced |
| AIA Group Ltd | 81,253 | $2.22M | 0.11% | +14,066+20.9% | Added |
| Brighton Jones LLC | 81,165 | $2.22M | 0.11% | +2,577+3.3% | Added |
| Adviser Investments LLC | 81,024 | $2.22M | 0.05% | −165,331−67.1% | Reduced |
| ARGA Investment Management, LP | 80,952 | $2.22M | 0.09% | +518+0.6% | Added |
| NewEdge Wealth, LLC | 80,832 | $2.21M | 0.07% | +7,703+10.5% | Added |
| Silvercrest Asset Management Group LLC | 80,789 | $2.21M | 0.02% | −11,107−12.1% | Reduced |
| Brookmont Capital Management | 80,591 | $2.21M | 1.38% | −521−0.6% | Reduced |
| Madison Wealth Management | 80,293 | $2.20M | 0.46% | −35,441−30.6% | Reduced |
| Spire Wealth Management | 80,284 | $2.20M | 0.08% | +481+0.6% | Added |
| Stock Yards Bank & Trust Co | 80,045 | $2.19M | 0.08% | −2,700−3.3% | Reduced |
| Hiddenite Capital Partners LP | 80,000 | $2.19M | 3.05% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 79,700 | $2.18M | 0.04% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 79,400 | $2.17M | 0.43% | −123,832−60.9% | Reduced |
| Heritage Trust Co | 79,296 | $2.17M | 0.34% | +844+1.1% | Added |
| Parcion Private Wealth LLC | 79,118 | $2.17M | 0.22% | −91−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 78,893 | $2.16M | 0.26% | −42,586−35.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 78,654 | $2.15M | 0.29% | +78,654 | New |
| Peddock Capital Advisors, LLC | 78,393 | $2.15M | 0.72% | −374−0.5% | Reduced |
| Citizens Business Bank | 78,192 | $2.14M | 0.50% | −4,756−5.7% | Reduced |
| Banco de Sabadell, S.A | 78,099 | $2.14M | 1.86% | −8,003−9.3% | Reduced |
| Formidable Asset Management, LLC | 78,099 | $2.14M | 0.47% | −1,248−1.6% | Reduced |
| Capital Analysts, LLC | 77,887 | $2.13M | 0.12% | +2,661+3.5% | Added |
| Raab & Moskowitz Asset Management LLC | 77,498 | $2.12M | 0.75% | +5,376+7.5% | Added |
| Kingswood Wealth Advisors, LLC | 20,561 | $2.12M | 0.36% | −27,065−56.8% | Reduced |
| Belpointe Asset Management LLC | 77,429 | $2.12M | 0.22% | +11,328+17.1% | Added |
| Sompo Asset Management Co., Ltd. | 77,380 | $2.12M | 0.46% | −33,600−30.3% | Reduced |
| Studio Investment Management LLC | 77,110 | $2.11M | 0.59% | +2,970+4.0% | Added |
| Clarius Group, LLC | 76,637 | $2.10M | 0.20% | −13,398−14.9% | Reduced |
| Duff & Phelps Investment Management Co | 76,430 | $2.09M | 0.03% | +517+0.7% | Added |
| Culbertson A N & Co Inc | 76,387 | $2.09M | 0.42% | +3,950+5.5% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $2.09M | 0.27% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 75,962 | $2.08M | 0.87% | −535−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 75,561 | $2.07M | 0.52% | +2,159+2.9% | Added |
| Exchange Traded Concepts, LLC | 75,531 | $2.07M | 0.06% | +69,875+1,235.4% | Added |
| Pearl River Capital, LLC | 75,239 | $2.06M | 0.32% | −119,510−61.4% | Reduced |
| Cigna Investments Inc | 75,216 | $2.06M | 0.47% | −9,712−11.4% | Reduced |
| Alphadyne Asset Management LP | 75,042 | $2.05M | 0.99% | +63,592+555.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 60,971 | $2.05M | 1.71% | +3,280+5.7% | Added |
| Y.D. More Investments Ltd | 74,909 | $2.05M | 0.42% | +372+0.5% | Added |
| Axxcess Wealth Management, LLC | 74,734 | $2.05M | 0.07% | +49,395+194.9% | Added |
| EFG Asset Management (Americas) Corp. | 74,128 | $2.03M | 0.49% | −1,354−1.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 74,176 | $2.03M | 1.13% | +15,313+26.0% | Added |
| Meridian Wealth Management, LLC | 74,154 | $2.03M | 0.12% | +32,847+79.5% | Added |
| Alpha DNA Investment Management LLC | 74,028 | $2.03M | 1.30% | −628−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.03M | 0.76% | 00.0% | Unchanged |
| Golden State Equity Partners | 73,685 | $2.02M | 0.56% | −667−0.9% | Reduced |
| Perpetual Ltd | 73,677 | $2.02M | 0.02% | +40,763+123.8% | Added |
| Grove Bank & Trust | 73,611 | $2.02M | 0.41% | −2,381−3.1% | Reduced |
| NEOS Investment Management LLC | 73,596 | $2.02M | 0.26% | +73,596 | New |
| Summit Trail Advisors, LLC | 73,395 | $2.01M | 0.07% | +8,270+12.7% | Added |
| Cohen Investment Advisors LLC | 73,215 | $2.00M | 1.61% | +8,664+13.4% | Added |
| Jaffetilchin Investment Partners, LLC | 73,050 | $2.00M | 0.22% | −100−0.1% | Reduced |
| Nwam LLC | 73,034 | $2.00M | 0.20% | +1,986+2.8% | Added |
| Checchi Capital Advisers, LLC | 72,962 | $2.00M | 0.19% | −598−0.8% | Reduced |
| Connectus Wealth, LLC | 72,864 | $2.00M | 0.04% | −26,850−26.9% | Reduced |
| Family Management Corp | 72,872 | $2.00M | 0.46% | +72,872 | New |
| Shorepoint Capital Partners LLC | – | $1.99M | 0.59% | – | – |
| Cumberland Partners Ltd | 72,795 | $1.99M | 0.19% | −21,784−23.0% | Reduced |
| Zions Bancorporation, N.A. | 72,721 | $1.99M | 0.17% | +9,056+14.2% | Added |
| Cornercap Investment Counsel Inc | 72,666 | $1.99M | 0.36% | +300+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 72,577 | $1.99M | 0.33% | −73,655−50.4% | Reduced |
| Lincoln Capital Corp | 72,467 | $1.98M | 1.07% | −10,763−12.9% | Reduced |
| Burton Enright Welch | 72,294 | $1.98M | 0.61% | −10,464−12.6% | Reduced |
| Financial Advisory Service, Inc. | 72,154 | $1.98M | 0.21% | +72,154 | New |
| H&H International Investment, LLCSuperinvestorH&H International Investment | 72,100 | $1.97M | 0.01% | +72,100 | New |
| BlueCrest Capital Management Ltd | 72,012 | $1.97M | 0.31% | +53,757+294.5% | Added |
| Norris Financial Group, LLC | 72,003 | $1.97M | 1.37% | −2,501−3.4% | Reduced |
| Coastline Trust Co | 71,989 | $1.97M | 0.29% | −22,626−23.9% | Reduced |
| EagleClaw Capital Managment, LLC | 71,986 | $1.97M | 0.45% | −912−1.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 71,907 | $1.97M | 0.67% | −450−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 71,837 | $1.97M | 0.25% | −14,278−16.6% | Reduced |
| Charter Research & Investment Group, Inc. | 71,816 | $1.97M | 1.77% | −2,525−3.4% | Reduced |
| Mystic Asset Management, Inc. | 71,689 | $1.96M | 1.10% | −960−1.3% | Reduced |
| 9258 Wealth Management, LLC | 71,656 | $1.96M | 0.38% | −704−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 71,225 | $1.96M | 0.17% | +32,818+85.4% | Added |
| Empire Financial Management Company, LLC | 71,333 | $1.95M | 0.85% | −9,300−11.5% | Reduced |
| SS&H Financial Advisors, Inc. | 71,308 | $1.95M | 0.91% | +71,308 | New |
| Agf Management Ltd | 71,172 | $1.95M | 0.01% | +71,172 | New |
| Atomi Financial Group, Inc. | 71,163 | $1.95M | 0.65% | +2,434+3.5% | Added |
| Graypoint LLC | 70,989 | $1.94M | 0.18% | +1,252+1.8% | Added |
| Abbrea Capital, LLC | 70,956 | $1.94M | 0.31% | −2,305−3.1% | Reduced |
| Hourglass Capital, LLC | 70,790 | $1.94M | 0.68% | +2,000+2.9% | Added |
| Massachusetts Wealth Management | 70,386 | $1.93M | 1.77% | −1,150−1.6% | Reduced |
| Corrado Advisors, LLC | 69,897 | $1.91M | 1.32% | +1,304+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 69,824 | $1.91M | 0.25% | −596−0.8% | Reduced |
| Diligent Investors, LLC | 69,647 | $1.91M | 0.58% | +1,593+2.3% | Added |
| Sunbelt Securities, Inc. | 69,629 | $1.91M | 0.26% | +559+0.8% | Added |
| Holderness Investments Co | 69,610 | $1.91M | 0.74% | −631−0.9% | Reduced |
| Aull & Monroe Investment Management Corp | 69,261 | $1.90M | 0.99% | −1,362−1.9% | Reduced |
| Buckingham Strategic Partners | 68,907 | $1.89M | 0.09% | +13,944+25.4% | Added |
| Arkadios Wealth Advisors | 68,703 | $1.88M | 0.18% | +23,327+51.4% | Added |
| Gladstone Institutional Advisory LLC | 68,557 | $1.88M | 0.12% | −5,575−7.5% | Reduced |
| EverSource Wealth Advisors, LLC | 68,294 | $1.87M | 0.20% | +24,110+54.6% | Added |
| Beacon Investment Advisors LLC | 68,294 | $1.87M | 1.32% | +108+0.2% | Added |
| Pinnacle Bancorp, Inc. | 68,218 | $1.87M | 0.66% | −28,766−29.7% | Reduced |
| MONECO Advisors, LLC | 67,649 | $1.85M | 0.50% | +28,600+73.2% | Added |