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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 53,348 | $1.46M | 0.36% | +5,996+12.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 53,295 | $1.46M | 0.24% | −2,646−4.7% | Reduced |
| Desjardins Global Asset Management Inc. | 53,258 | $1.46M | 0.16% | −18,373−25.6% | Reduced |
| Evergreen Wealth Management, LLC | 53,083 | $1.45M | 1.15% | +786+1.5% | Added |
| Octavia Wealth Advisors, LLC | 52,775 | $1.44M | 0.29% | +5,651+12.0% | Added |
| Ostrum Asset Management | 52,734 | $1.44M | 0.13% | −68,309−56.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 52,716 | $1.44M | 0.58% | +13,730+35.2% | Added |
| Koshinski Asset Management, Inc. | 52,687 | $1.44M | 0.17% | −996−1.9% | Reduced |
| Comerica Securities,inc. | 52,564 | $1.44M | 0.12% | −27,213−34.1% | Reduced |
| Cumberland Advisors Inc | 52,400 | $1.43M | 0.64% | −8,400−13.8% | Reduced |
| Cito Capital Group, LLC | 52,370 | $1.43M | 0.69% | +1,000+1.9% | Added |
| Advisory Research Inc | 52,335 | $1.43M | 0.20% | −2,343−4.3% | Reduced |
| Investors Asset Management of Georgia Inc | 53,343 | $1.43M | 0.79% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 52,235 | $1.43M | 0.33% | −2,119−3.9% | Reduced |
| Americana Partners, LLC | 60,696 | $1.43M | 0.15% | +18,845+45.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 52,112 | $1.43M | 0.42% | +1,845+3.7% | Added |
| Sandy Spring Bank | 52,049 | $1.43M | 0.08% | −6,860−11.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 52,042 | $1.42M | 0.05% | +5,359+11.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 51,673 | $1.42M | 0.07% | +51,673 | New |
| Prairiewood Capital, LLC | 51,903 | $1.42M | 0.92% | +50.0% | Added |
| Grant/GrossMendelsohn, LLC | 51,653 | $1.41M | 0.61% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 51,402 | $1.41M | 0.55% | +17,858+53.2% | Added |
| MTM Investment Management, LLC | 51,330 | $1.41M | 0.71% | −285−0.6% | Reduced |
| Sabal Trust CO | 51,271 | $1.40M | 0.09% | −3,880−7.0% | Reduced |
| Capital Advisors Inc | 51,263 | $1.40M | 0.04% | −1,997−3.7% | Reduced |
| HCR Wealth Advisors | 51,232 | $1.40M | 0.31% | −3,094−5.7% | Reduced |
| Regal Investment Advisors LLC | 51,207 | $1.40M | 0.12% | −505−1.0% | Reduced |
| Smithfield Trust Co | 51,122 | $1.40M | 0.09% | +2,379+4.9% | Added |
| Sierra Capital LLC | 51,045 | $1.40M | 0.22% | 00.0% | Unchanged |
| NTV Asset Management LLC | 50,789 | $1.39M | 0.25% | −650−1.3% | Reduced |
| Ethic Inc. | 50,683 | $1.39M | 0.05% | +2,269+4.7% | Added |
| ABN AMRO Bank N.V. | 50,632 | $1.39M | 0.02% | −19,259−27.6% | Reduced |
| Shufro Rose & Co LLC | 50,459 | $1.38M | 0.13% | −850−1.7% | Reduced |
| Investment Advisory Services Inc | 50,363 | $1.38M | 0.59% | +10.0% | Added |
| Choate Investment Advisors | 50,343 | $1.38M | 0.05% | +6,621+15.1% | Added |
| Anson Funds Management LP | 50,304 | $1.38M | 0.46% | +50,304 | New |
| Godshalk Welsh Capital Management, Inc. | 50,200 | $1.37M | 1.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 50,174 | $1.37M | 0.05% | −3,516−6.5% | Reduced |
| Concord Wealth Partners | 50,156 | $1.37M | 0.29% | +7,393+17.3% | Added |
| Busey Wealth Management | 49,963 | $1.37M | 0.06% | −3,212−6.0% | Reduced |
| Chiron Capital Management, LLC | 49,922 | $1.37M | 1.18% | +2,660+5.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 49,482 | $1.36M | 0.03% | +37,316+306.7% | Added |
| Longfellow Investment Management Co LLC | 49,803 | $1.36M | 0.36% | −189−0.4% | Reduced |
| Portside Wealth Group, LLC | 49,848 | $1.36M | 0.26% | +1,985+4.1% | Added |
| FLC Capital Advisors | 49,637 | $1.36M | 0.41% | −12,223−19.8% | Reduced |
| Flagship Harbor Advisors, LLC | 49,570 | $1.36M | 0.11% | −1,043−2.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 49,541 | $1.36M | 0.59% | +299+0.6% | Added |
| Parkside Financial Bank & Trust | 49,269 | $1.35M | 0.31% | +1,742+3.7% | Added |
| NVWM, LLC | 48,959 | $1.34M | 0.44% | +3,100+6.8% | Added |
| Visionary Wealth Advisors | 48,928 | $1.34M | 0.11% | −764−1.5% | Reduced |
| Martin & Co Inc | 48,840 | $1.34M | 0.35% | +385+0.8% | Added |
| Altman Advisors, Inc. | 48,782 | $1.34M | 0.83% | +48,782 | New |
| Waldron Private Wealth LLC | 48,715 | $1.33M | 0.07% | +2,716+5.9% | Added |
| Probity Advisors, Inc. | 48,590 | $1.33M | 0.31% | +545+1.1% | Added |
| NBT Bank N A | 48,562 | $1.33M | 0.13% | +21,403+78.8% | Added |
| Mayflower Financial Advisors, LLC | 299,299 | $1.33M | 0.20% | −3,256−1.1% | Reduced |
| Buckley Wealth Management, LLC | 48,443 | $1.33M | 0.50% | −3,189−6.2% | Reduced |
| Nixon Peabody Trust Co | 48,383 | $1.32M | 1.11% | −13,291−21.6% | Reduced |
| Snider Financial Group | 47,938 | $1.31M | 0.63% | −29,615−38.2% | Reduced |
| Chicago Partners Investment Group LLC | 51,294 | $1.31M | 0.07% | −778−1.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 47,900 | $1.31M | 0.75% | −3,600−7.0% | Reduced |
| Excalibur Management Corp | 47,883 | $1.31M | 0.68% | +1,182+2.5% | Added |
| Exencial Wealth Advisors, LLC | 47,840 | $1.31M | 0.06% | −62−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 47,598 | $1.30M | 0.36% | +27,648+138.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 47,560 | $1.30M | 0.15% | −1,394−2.8% | Reduced |
| Burney Co | 47,421 | $1.30M | 0.06% | +10,129+27.2% | Added |
| Etesian Wealth Advisors, Inc. | 47,223 | $1.29M | 0.87% | −383−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 47,163 | $1.29M | 0.05% | +20.0% | Added |
| Greytown Advisors Inc. | 46,911 | $1.28M | 0.73% | −8,443−15.3% | Reduced |
| Wedmont Private Capital | 48,771 | $1.28M | 0.13% | +3,810+8.5% | Added |
| CRA Financial Services, LLC | 46,481 | $1.27M | 0.35% | +1,427+3.2% | Added |
| Brady Family Wealth, LLC | 46,470 | $1.27M | 0.49% | −13,695−22.8% | Reduced |
| Penserra Capital Management LLC | 46,471 | $1.27M | 0.03% | −6,235−11.8% | Reduced |
| Herold Advisors, Inc. | 46,432 | $1.27M | 0.39% | +1,800+4.0% | Added |
| Chapin Davis, Inc. | 46,392 | $1.27M | 0.61% | −758−1.6% | Reduced |
| Symmetry Partners, LLC | 46,373 | $1.27M | 0.07% | −3,999−7.9% | Reduced |
| Avitas Wealth Management LLC | 46,315 | $1.27M | 0.24% | −975−2.1% | Reduced |
| Atlas Brown,Inc. | 46,259 | $1.27M | 0.58% | +316+0.7% | Added |
| Connolly Sarah T. | 46,210 | $1.27M | 0.83% | −19,475−29.6% | Reduced |
| Marcum Wealth, LLC | 46,194 | $1.26M | 0.15% | +3,351+7.8% | Added |
| Guardian Wealth Advisors, LLC | 45,970 | $1.26M | 0.21% | +2,315+5.3% | Added |
| Aspiriant, LLC | 45,909 | $1.26M | 0.06% | +2,644+6.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,892 | $1.26M | 0.05% | −2,020−4.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 45,860 | $1.26M | 0.77% | +26+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 41,560 | $1.25M | 0.45% | +1,962+5.0% | Added |
| Oarsman Capital, Inc. | 45,435 | $1.24M | 0.52% | +160+0.4% | Added |
| Augustine Asset Management Inc | 45,269 | $1.24M | 0.57% | +2,460+5.7% | Added |
| Burns J W & Co Inc | 45,087 | $1.23M | 0.20% | −45,742−50.4% | Reduced |
| Wealthsource Partners, LLC | 44,916 | $1.23M | 0.08% | −1,115−2.4% | Reduced |
| Boothbay Fund Management, LLC | 44,877 | $1.23M | 0.04% | +12,453+38.4% | Added |
| One Charles Private Wealth Services, LLC | 44,856 | $1.23M | 0.72% | −6,196−12.1% | Reduced |
| Westside Investment Management, Inc. | 44,801 | $1.23M | 0.35% | −1,800−3.9% | Reduced |
| Bragg Financial Advisors, Inc | 44,762 | $1.23M | 0.06% | −715−1.6% | Reduced |
| Buffington Mohr McNeal | 44,619 | $1.22M | 0.28% | −1,950−4.2% | Reduced |
| Payden & Rygel | 44,600 | $1.22M | 0.10% | +37,000+486.8% | Added |
| Payden & Rygel Investment Group | 44,600 | $1.22M | 0.10% | +44,600 | New |
| PFG Investments, LLC | 44,584 | $1.22M | 0.23% | −8,871−16.6% | Reduced |
| SkyOak Wealth, LLC | 44,555 | $1.22M | 0.36% | +2,848+6.8% | Added |
| Beverly Hills Private Wealth, LLC | 44,291 | $1.21M | 0.36% | −20,030−31.1% | Reduced |
| Palogic Value Management, L.P. | 44,226 | $1.21M | 0.60% | +656+1.5% | Added |