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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 67,508 | $1.85M | 0.09% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 67,402 | $1.85M | 0.91% | +426+0.6% | Added |
| Viawealth, LLC | 67,219 | $1.84M | 1.35% | +858+1.3% | Added |
| Exchange Capital Management, Inc. | 66,994 | $1.83M | 0.35% | −1,925−2.8% | Reduced |
| Davis Investment Partners, LLC | 70,306 | $1.83M | 0.98% | −2,469−3.4% | Reduced |
| Piscataqua Savings Bank | 66,111 | $1.81M | 1.58% | −1,018−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 66,083 | $1.81M | 0.13% | −2,040−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 65,726 | $1.80M | 0.16% | −1,100−1.6% | Reduced |
| Stonebridge Capital Advisors LLC | 65,495 | $1.79M | 0.20% | +2,332+3.7% | Added |
| Compton Wealth Advisory Group, LLC | 65,467 | $1.79M | 0.62% | +2,092+3.3% | Added |
| Old National Bancorp | 65,463 | $1.79M | 0.05% | −4,866−6.9% | Reduced |
| Versor Investments LP | 65,400 | $1.79M | 0.36% | +65,400 | New |
| SeaCrest Wealth Management, LLC | 65,309 | $1.79M | 0.23% | −408−0.6% | Reduced |
| American State Bank (Iowa) | 65,244 | $1.79M | 1.28% | +458+0.7% | Added |
| Carolinas Wealth Consulting LLC | 67,768 | $1.79M | 0.44% | −2,878−4.1% | Reduced |
| Change Path, LLC | 64,962 | $1.78M | 0.13% | +26,160+67.4% | Added |
| Convergence Investment Partners, LLC | 64,771 | $1.77M | 1.05% | +209+0.3% | Added |
| Clearstead Advisors, LLC | 64,659 | $1.77M | 0.11% | +6,644+11.5% | Added |
| Argent Advisors, Inc. | 64,498 | $1.77M | 0.81% | +1,109+1.7% | Added |
| Hexagon Capital Partners LLC | 64,397 | $1.76M | 0.46% | +2,456+4.0% | Added |
| Lodestone Wealth Management LLC | 64,138 | $1.76M | 1.24% | −6,060−8.6% | Reduced |
| Imprint Wealth LLC | 64,023 | $1.75M | 1.48% | −5,855−8.4% | Reduced |
| Fishman Jay A Ltd | 63,337 | $1.73M | 0.22% | −7,200−10.2% | Reduced |
| Capital Asset Advisory Services LLC | 64,160 | $1.73M | 0.12% | +9,260+16.9% | Added |
| Qtron Investments LLC | 62,782 | $1.72M | 0.33% | −2,211−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 62,288 | $1.71M | 0.21% | +4,295+7.4% | Added |
| Proquility Private Wealth Partners, LLC | 62,131 | $1.70M | 0.70% | −1,714−2.7% | Reduced |
| Howland Capital Management LLC | 62,005 | $1.70M | 0.10% | −104−0.2% | Reduced |
| Naviter Wealth, LLC | 61,866 | $1.69M | 0.41% | +5,325+9.4% | Added |
| Transcend Wealth Collective, LLC | 61,752 | $1.69M | 0.16% | −22,147−26.4% | Reduced |
| Cullinan Associates Inc | 61,552 | $1.69M | 0.10% | −12,345−16.7% | Reduced |
| Vanguard Capital Wealth Advisors | 60,959 | $1.67M | 1.55% | −4,652−7.1% | Reduced |
| Cohen Lawrence B | 60,910 | $1.67M | 1.13% | −16,380−21.2% | Reduced |
| M Holdings Securities, Inc. | 60,863 | $1.67M | 0.22% | +60,863 | New |
| Coombe, Bender & Co LLC | 60,285 | $1.65M | 1.24% | +1,211+2.0% | Added |
| Citizens Financial Group Inc | 60,140 | $1.65M | 0.07% | −13,721−18.6% | Reduced |
| CMG Global Holdings, LLC | 60,154 | $1.65M | 1.41% | −1,828−2.9% | Reduced |
| Paloma Partners Management Co | 59,738 | $1.64M | 0.34% | +59,738 | New |
| Finer Wealth Management, Inc. | 59,687 | $1.63M | 1.31% | +9,297+18.5% | Added |
| Cornerstone Wealth Group, LLC | 59,683 | $1.63M | 0.29% | −1,398−2.3% | Reduced |
| Jmac Enterprises LLC | 59,676 | $1.63M | 0.40% | −1,796−2.9% | Reduced |
| Columbia Trust Co 01012016 | 59,594 | $1.63M | 0.95% | +1,508+2.6% | Added |
| Van Hulzen Asset Management, LLC | 59,485 | $1.63M | 0.13% | +47,679+403.9% | Added |
| Gs Investments, Inc. | 59,271 | $1.62M | 0.93% | −635−1.1% | Reduced |
| LJI Wealth Management, LLC | 59,261 | $1.62M | 0.47% | +1,394+2.4% | Added |
| Cornerstone Wealth Management, LLC | 59,168 | $1.62M | 0.15% | +2,174+3.8% | Added |
| Hudson Canyon Capital Management | 58,876 | $1.61M | 1.32% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 58,854 | $1.61M | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 58,627 | $1.61M | 0.06% | +3,968+7.3% | Added |
| Thomasville National Bank | 58,507 | $1.60M | 0.16% | −218−0.4% | Reduced |
| First City Capital Management, Inc. | 58,475 | $1.60M | 1.01% | −1,722−2.9% | Reduced |
| ZWJ Investment Counsel Inc | 58,411 | $1.60M | 0.09% | +58,411 | New |
| Vision Capital Management, Inc. | 58,356 | $1.60M | 0.29% | −457−0.8% | Reduced |
| Wulff, Hansen & Co. | 58,323 | $1.60M | 1.86% | −2,975−4.9% | Reduced |
| Csenge Advisory Group | 58,239 | $1.59M | 0.11% | −2,516−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 57,990 | $1.59M | 0.05% | −4,285−6.9% | Reduced |
| Lafayette Investments, Inc. | 57,687 | $1.58M | 0.43% | −1,498−2.5% | Reduced |
| Kennedy Investment Group | 57,686 | $1.58M | 0.95% | +1,398+2.5% | Added |
| Poehling Capital Management, LLC | 57,616 | $1.58M | 0.55% | +1,220+2.2% | Added |
| Carson Advisory Inc. | 57,280 | $1.57M | 1.37% | +1,458+2.6% | Added |
| D L Carlson Investment Group Inc | 57,225 | $1.57M | 0.32% | −588−1.0% | Reduced |
| Souders Financial Advisors | 57,167 | $1.57M | 0.30% | −981−1.7% | Reduced |
| Blue Fin Capital, Inc. | 56,908 | $1.56M | 0.46% | −3,155−5.3% | Reduced |
| First Business Financial Services, Inc. | 56,877 | $1.56M | 0.20% | +1,172+2.1% | Added |
| GM Advisory Group, Inc. | 56,865 | $1.56M | 0.13% | +1,675+3.0% | Added |
| Oak Thistle LLC | 56,813 | $1.56M | 0.46% | +34,684+156.7% | Added |
| Granite Harbor Advisors, Inc. | 56,652 | $1.55M | 1.25% | +513+0.9% | Added |
| Beacon Financial Group | 54,016 | $1.55M | 0.22% | −180−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 53,954 | $1.55M | 0.36% | −475−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56,373 | $1.54M | 0.32% | +1,974+3.6% | Added |
| Abacus Planning Group, Inc. | 56,343 | $1.54M | 0.38% | −280.0% | Reduced |
| Smith Shellnut Wilson LLC | 56,220 | $1.54M | 0.94% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 55,875 | $1.53M | 0.86% | +31,514+129.4% | Added |
| Quadrant Capital Group LLC | 55,673 | $1.52M | 0.15% | −1,387−2.4% | Reduced |
| NorthRock Partners, LLC | 55,672 | $1.52M | 0.16% | +18,519+49.8% | Added |
| Claro Advisors LLC | 55,663 | $1.52M | 0.38% | −306−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 55,348 | $1.52M | 0.15% | +4,187+8.2% | Added |
| Family Legacy, Inc. | 55,301 | $1.51M | 0.63% | +905+1.7% | Added |
| Newman Dignan & Sheerar, Inc. | 55,262 | $1.51M | 0.50% | −694−1.2% | Reduced |
| Benjamin Edwards Inc | 55,157 | $1.51M | 0.36% | +45,506+471.5% | Added |
| Jeppson Wealth Management, LLC | 55,121 | $1.51M | 0.69% | −2,790−4.8% | Reduced |
| SeaBridge Investment Advisors LLC | 55,118 | $1.51M | 0.50% | −15,714−22.2% | Reduced |
| Wealthcare Advisory Partners LLC | 55,117 | $1.51M | 0.07% | +518+0.9% | Added |
| RWC Asset Management LLP | 54,952 | $1.50M | 0.10% | −449,969−89.1% | Reduced |
| Connecticut Wealth Management, LLC | 54,825 | $1.50M | 0.10% | +17,735+47.8% | Added |
| Am Investment Strategies LLC | 54,743 | $1.50M | 0.49% | −3,257−5.6% | Reduced |
| Clarkston Capital Partners, LLC | 54,600 | $1.49M | 0.03% | +4,000+7.9% | Added |
| Mendel Money Management | 54,566 | $1.49M | 0.80% | −300−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 54,493 | $1.49M | 0.07% | +22,784+71.9% | Added |
| Lake Street Financial LLC | 53,962 | $1.49M | 0.27% | −1,624−2.9% | Reduced |
| Hartford Financial Management Inc. | 53,966 | $1.48M | 0.38% | −2,283−4.1% | Reduced |
| Focus Financial Network, Inc. | 53,939 | $1.48M | 0.08% | −8,809−14.0% | Reduced |
| Madison Asset Management, LLC | 53,872 | $1.48M | 0.02% | +53,872 | New |
| FineMark National Bank & Trust | 53,811 | $1.47M | 0.06% | −5,079−8.6% | Reduced |
| Washington Trust Bank | 53,494 | $1.46M | 0.15% | −2,958−5.2% | Reduced |
| Charles Carroll Financial Partners, LLC | 53,489 | $1.46M | 1.82% | 00.0% | Unchanged |
| Dohj, LLC | 54,819 | $1.46M | 0.65% | +12,781+30.4% | Added |
| Lake Street Advisors Group, LLC | 53,442 | $1.46M | 0.09% | −311−0.6% | Reduced |
| Prosperity Consulting Group, LLC | 53,372 | $1.46M | 0.67% | +3,477+7.0% | Added |
| McDonald Partners LLC | 53,355 | $1.46M | 0.48% | −7,533−12.4% | Reduced |