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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 44,098 | $1.21M | 0.08% | +35,596+418.7% | Added |
| Benedetti & Gucer, Inc. | 43,965 | $1.20M | 0.66% | +1,155+2.7% | Added |
| Ramirez Asset Management, Inc. | 43,961 | $1.20M | 0.26% | +43,961 | New |
| Magnus Financial Group LLC | 43,872 | $1.20M | 0.18% | −432−1.0% | Reduced |
| Falcon Wealth Planning | 43,855 | $1.20M | 0.26% | −551−1.2% | Reduced |
| Syon Capital LLC | 43,825 | $1.20M | 0.15% | +43,825 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 43,541 | $1.19M | 0.03% | +12,127+38.6% | Added |
| CenterStar Asset Management, LLC | 43,430 | $1.19M | 3.22% | +17,126+65.1% | Added |
| WT Wealth Management | 43,369 | $1.19M | 0.51% | +43,369 | New |
| Intellectus Partners, LLC | 43,320 | $1.19M | 0.38% | +1,144+2.7% | Added |
| RB Capital Management, LLC | 43,270 | $1.18M | 0.38% | −193−0.4% | Reduced |
| White Pine Capital LLC | 43,045 | $1.18M | 0.47% | −985−2.2% | Reduced |
| Advisor OS, LLC | 42,942 | $1.18M | 0.18% | −15,988−27.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 42,925 | $1.18M | 0.12% | −8,680−16.8% | Reduced |
| InTrack Investment Management Inc | 42,882 | $1.17M | 1.03% | −4,446−9.4% | Reduced |
| WBH Advisory Inc | 42,881 | $1.17M | 0.14% | −5,122−10.7% | Reduced |
| Wrapmanager Inc | 42,825 | $1.17M | 0.38% | +3,107+7.8% | Added |
| Strategic Investment Advisors | 42,779 | $1.17M | 0.19% | +138+0.3% | Added |
| Sunesis Advisors, LLC | 42,691 | $1.17M | 0.83% | +42,691 | New |
| Legacy Bridge, LLC | 42,580 | $1.17M | 0.83% | −4,230−9.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 42,410 | $1.16M | 0.11% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 42,404 | $1.16M | 0.69% | +2,131+5.3% | Added |
| Adell Harriman & Carpenter Inc | 42,381 | $1.16M | 0.12% | −1,200−2.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 42,083 | $1.15M | 0.87% | −5,964−12.4% | Reduced |
| Boston Trust Walden Corp | 42,041 | $1.15M | 0.01% | −150−0.4% | Reduced |
| Caxton Associates LP | 41,995 | $1.15M | 0.16% | +17,553+71.8% | Added |
| Select Asset Management & Trust | 41,940 | $1.15M | 0.67% | +1,573+3.9% | Added |
| Grand Jean Capital Management Inc | 40,000 | $1.15M | 0.36% | −982−2.4% | Reduced |
| McIlrath & Eck, LLC | 41,808 | $1.14M | 0.23% | −559−1.3% | Reduced |
| Ballast, Inc. | 41,723 | $1.14M | 0.46% | +4,132+11.0% | Added |
| Schear Investment Advisers, LLC | 41,702 | $1.14M | 1.23% | −2,145−4.9% | Reduced |
| IMA Wealth, Inc. | 41,680 | $1.14M | 0.29% | 00.0% | Unchanged |
| City Holding Co | 41,563 | $1.14M | 0.20% | −3,954−8.7% | Reduced |
| TrinityPoint Wealth, LLC | 41,447 | $1.13M | 0.23% | −692−1.6% | Reduced |
| Aire Advisors, LLC | 41,403 | $1.13M | 0.30% | −1,374−3.2% | Reduced |
| Bouchey Financial Group Ltd | 41,378 | $1.13M | 0.14% | −835−2.0% | Reduced |
| Pegasus Partners Ltd. | 41,114 | $1.13M | 0.16% | +3,723+10.0% | Added |
| Prestige Wealth Management Group LLC | 41,100 | $1.13M | 0.28% | +19,392+89.3% | Added |
| TCW Group Inc | 41,077 | $1.12M | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 40,931 | $1.12M | 0.53% | +40,931 | New |
| Cowa, LLC | 40,914 | $1.12M | 0.76% | +1,400+3.5% | Added |
| SageView Advisory Group, LLC | 40,900 | $1.12M | 0.06% | +258+0.6% | Added |
| Proequities, Inc. | 40,849 | $1.12M | 0.09% | −752−1.8% | Reduced |
| Coastwise Capital Group, LLC | 40,796 | $1.12M | 1.28% | +2,047+5.3% | Added |
| Legacy Advisors, LLC | 40,678 | $1.11M | 0.18% | −1,340−3.2% | Reduced |
| Register Financial Advisors LLC | 40,623 | $1.11M | 0.81% | −3,820−8.6% | Reduced |
| Mitchell Sinkler & Starr | 40,599 | $1.11M | 0.34% | +1,344+3.4% | Added |
| Greenfield Savings Bank | 40,472 | $1.11M | 0.70% | −541−1.3% | Reduced |
| RFG Advisory, LLC | 40,340 | $1.10M | 0.05% | −17,508−30.3% | Reduced |
| Strategic Advisors LLC | 40,324 | $1.10M | 0.22% | −1,005−2.4% | Reduced |
| Sovereign Financial Group, Inc. | 40,294 | $1.10M | 0.39% | −4,016−9.1% | Reduced |
| Hikari Power Ltd | 40,240 | $1.10M | 0.11% | 00.0% | Unchanged |
| Annandale Capital, LLC | 40,160 | $1.10M | 0.33% | −199−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 40,160 | $1.10M | 0.32% | +850+2.2% | Added |
| Sentry Investment Management LLC | 40,146 | $1.10M | 0.53% | −9,007−18.3% | Reduced |
| Pentwater Capital Management LP | 40,000 | $1.10M | 0.01% | −11,487−22.3% | Reduced |
| Barbara Oil Co. | 40,000 | $1.10M | 0.52% | 00.0% | Unchanged |
| E&G Advisors, LP | 39,997 | $1.10M | 0.40% | −2,150−5.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,790 | $1.09M | 0.51% | +1,152+2.8% | Added |
| Credential Qtrade Securities Inc. | 39,921 | $1.09M | 0.07% | +29,644+288.4% | Added |
| Paragon Capital Management LLC | 39,825 | $1.09M | 0.64% | −527−1.3% | Reduced |
| BFSG, LLC | 39,780 | $1.09M | 0.18% | −1,468−3.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 39,387 | $1.09M | 0.01% | +522+1.3% | Added |
| Mathes Company, Inc. | 39,700 | $1.09M | 0.50% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 38,958 | $1.09M | 0.57% | −880−2.2% | Reduced |
| Prudent Man Advisors, LLC | 39,655 | $1.09M | 0.43% | −26−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 39,641 | $1.09M | 0.29% | −135−0.3% | Reduced |
| RDA Financial Network | 39,632 | $1.09M | 0.47% | +23,125+140.1% | Added |
| Palumbo Wealth Management LLC | 39,583 | $1.08M | 0.60% | +15,686+65.6% | Added |
| Manchester Capital Management LLC | 39,568 | $1.08M | 0.16% | −865−2.1% | Reduced |
| Jupiter Wealth Management LLC | 39,000 | $1.08M | 0.70% | +15,000+62.5% | Added |
| Centaurus Financial, Inc. | 39,333 | $1.08M | 0.09% | +3,523+9.8% | Added |
| Earnest Partners LLC | 39,313 | $1.08M | 0.01% | −12,841−24.6% | Reduced |
| GYL Financial Synergies, LLC | 39,149 | $1.07M | 0.10% | −355−0.9% | Reduced |
| Sepio Capital, LP | 39,092 | $1.07M | 0.09% | −2,400−5.8% | Reduced |
| Wall Street Access Asset Management, LLC | 39,087 | $1.07M | 0.55% | −3,518−8.3% | Reduced |
| MWA Asset Management | 39,053 | $1.07M | 1.03% | +39,053 | New |
| Bessemer Securities LLC | 38,895 | $1.06M | 1.47% | −35,423−47.7% | Reduced |
| Global Financial Private Client, LLC | 39,871 | $1.06M | 0.55% | −7,154−15.2% | Reduced |
| Howard Capital Management Inc. | 38,823 | $1.06M | 0.14% | +823+2.2% | Added |
| Sargent Investment Group, LLC | 38,713 | $1.06M | 0.26% | −1,686−4.2% | Reduced |
| Pinnacle Holdings, LLC | 38,501 | $1.05M | 0.49% | −519−1.3% | Reduced |
| Dorchester Wealth Management Co | 38,442 | $1.05M | 0.21% | +679+1.8% | Added |
| Mosaic Family Wealth Partners, LLC | 38,378 | $1.05M | 0.21% | −95−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 38,325 | $1.05M | 0.00% | +28,528+291.2% | Added |
| Kahn Brothers Group Inc | 38,073 | $1.04M | 0.16% | +5,592+17.2% | Added |
| First National Bank & Trust Co of Newtown | 37,712 | $1.03M | 0.24% | 00.0% | Unchanged |
| Vident Advisory, LLC | 37,687 | $1.03M | 0.03% | +37,687 | New |
| Fort Sheridan Advisors LLC | 37,650 | $1.03M | 0.23% | −2,546−6.3% | Reduced |
| CWA Asset Management Group, LLC | 37,620 | $1.03M | 0.08% | +1,280+3.5% | Added |
| Biltmore Family Office, LLC | 37,617 | $1.03M | 0.23% | +40.0% | Added |
| Schulhoff & Co Inc | 37,583 | $1.03M | 0.52% | −324−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,540 | $1.03M | 0.10% | −94,798−71.6% | Reduced |
| Millennium Capital Advisors, LLC | 37,393 | $1.02M | 0.87% | −558−1.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 37,321 | $1.02M | 0.34% | −338−0.9% | Reduced |
| Iams Wealth Management, LLC | 37,263 | $1.02M | 0.71% | +37,263 | New |
| Legacy Financial Advisors, Inc. | 37,251 | $1.02M | 0.20% | +8,175+28.1% | Added |
| Woodward Diversified Capital, LLC | 37,122 | $1.02M | 0.73% | +2,743+8.0% | Added |
| Sutton Wealth Advisors Inc. | 37,098 | $1.02M | 0.50% | −266−0.7% | Reduced |
| Rehmann Capital Advisory Group | 37,079 | $1.02M | 0.09% | −447−1.2% | Reduced |