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 |
|---|---|---|---|---|---|
| CX Institutional | 37,026 | $1.01M | 0.06% | +3,892+11.7% | Added |
| Mill Capital Management, LLC | 36,601 | $1.00M | 0.10% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 36,518 | $999.9K | 0.71% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 36,392 | $996.0K | 0.39% | −938−2.5% | Reduced |
| IFG Advisory, LLC | 36,316 | $994.4K | 0.08% | −1,650−4.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $992.7K | 0.28% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 36,059 | $987.3K | 0.21% | +59+0.2% | Added |
| Geneos Wealth Management Inc. | 35,992 | $985.5K | 0.05% | +1,123+3.2% | Added |
| TLWM | 35,976 | $985.0K | 0.26% | +1,071+3.1% | Added |
| Aspen Investment Management Inc | 36,006 | $985.0K | 0.60% | +1,825+5.3% | Added |
| Wealth Management Associates, Inc. | 35,960 | $984.6K | 0.58% | +471+1.3% | Added |
| Fee-Only Financial Planning, L.C. | 35,917 | $983.4K | 0.79% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 35,856 | $981.7K | 0.18% | −1,909−5.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 35,821 | $980.8K | 0.07% | −1,133−3.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 35,785 | $979.8K | 0.35% | −2,073−5.5% | Reduced |
| Edge Wealth Management LLC | 35,755 | $979.0K | 0.23% | −6,512−15.4% | Reduced |
| Princeton Capital Management LLC | 35,738 | $978.5K | 0.45% | −260−0.7% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $976.9K | 0.81% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 35,625 | $975.4K | 0.79% | −5,865−14.1% | Reduced |
| SignalPoint Asset Management, LLC | 35,554 | $973.5K | 0.31% | +328+0.9% | Added |
| Mechanics Bank Trust Department | 35,335 | $967.5K | 0.16% | −6,959−16.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 35,323 | $967.1K | 0.61% | −179−0.5% | Reduced |
| Cape Ann Savings Bank | 35,271 | $965.7K | 0.68% | −1,025−2.8% | Reduced |
| Circle Wealth Management, LLC | 35,196 | $963.7K | 0.02% | +582+1.7% | Added |
| West Branch Capital LLC | 35,131 | $961.9K | 0.50% | +60.0% | Added |
| IPG Investment Advisors LLC | 34,711 | $950.4K | 0.21% | −2,358−6.4% | Reduced |
| Pasadena Private Wealth, LLC | 34,647 | $948.6K | 0.28% | −150−0.4% | Reduced |
| Colonial River Wealth Management, LLC | 34,563 | $946.3K | 0.62% | +22,594+188.8% | Added |
| Alps Advisors Inc | 34,540 | $945.7K | 0.01% | +1,333+4.0% | Added |
| MRP Capital Investments, LLC | 37,772 | $944.3K | 1.05% | +18,739+98.5% | Added |
| Summit Financial, LLC | 34,345 | $940.4K | 0.07% | −17,705−34.0% | Reduced |
| 3Chopt Investment Partners, LLC | 34,278 | $938.5K | 0.55% | −1,299−3.7% | Reduced |
| Intrinsic Value Partners, LLC | 34,203 | $936.5K | 1.20% | −50−0.1% | Reduced |
| Provenance Wealth Advisors, LLC | 34,198 | $936.3K | 0.15% | +34,198 | New |
| Tobam | 34,097 | $934.0K | 0.07% | +2,563+8.1% | Added |
| Columbia Asset Management | 34,049 | $932.0K | 0.21% | −9,393−21.6% | Reduced |
| MCF Advisors LLC | 34,026 | $931.6K | 0.08% | −75−0.2% | Reduced |
| CSS LLC | 33,900 | $928.2K | 0.08% | +18,900+126.0% | Added |
| Court Place Advisors, LLC | 33,717 | $923.2K | 0.33% | −519−1.5% | Reduced |
| Lloyd Advisory Services, LLC. | 33,697 | $922.6K | 0.31% | +33,697 | New |
| Norden Group LLC | 33,697 | $922.6K | 0.31% | +33,697 | New |
| Armstrong Advisory Group, Inc | 33,676 | $922.0K | 0.10% | −3,850−10.3% | Reduced |
| Tiedemann Advisors, LLC | 33,561 | $918.9K | 0.04% | +33,561 | New |
| Waycross Partners, LLC | 33,500 | $917.2K | 0.20% | +2,000+6.3% | Added |
| Aurora Private Wealth, Inc. | 33,376 | $914.0K | 1.01% | +1,041+3.2% | Added |
| Lineweaver Wealth Advisors, LLC | 33,365 | $913.5K | 0.27% | +17,065+104.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 33,363 | $913.5K | 0.54% | −641−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 33,274 | $911.0K | 0.06% | −3,898−10.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,184 | $908.6K | 0.15% | −810−2.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 32,900 | $900.8K | 0.23% | −943−2.8% | Reduced |
| First Wilshire Securities Management Inc | 32,792 | $898.0K | 0.31% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 32,683 | $894.9K | 0.53% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 32,542 | $891.0K | 0.09% | −3,859−10.6% | Reduced |
| Full Sail Capital, LLC | 32,528 | $890.6K | 0.08% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 32,457 | $888.7K | 0.52% | +11,813+57.2% | Added |
| Bryn Mawr Trust Co | 32,396 | $887.0K | 0.04% | +4,271+15.2% | Added |
| Proffitt & Goodson Inc | 31,981 | $875.6K | 0.18% | −875−2.7% | Reduced |
| M&R Capital Management Inc | 31,965 | $875.2K | 0.24% | −5,873−15.5% | Reduced |
| Good Life Advisors, LLC | 31,876 | $872.8K | 0.10% | +828+2.7% | Added |
| Stony Point Wealth Management Inc. | 33,102 | $870.9K | 0.45% | −5,038−13.2% | Reduced |
| RMB Capital Management, LLC | 31,772 | $869.9K | 0.03% | −1,479−4.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,749 | $869.3K | 0.06% | −156,005−83.1% | Reduced |
| Girard Partners Ltd. | 31,659 | $866.8K | 0.10% | −8,098−20.4% | Reduced |
| Apriem Advisors | 31,640 | $866.3K | 0.13% | −169−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 31,634 | $866.1K | 0.50% | +1,856+6.2% | Added |
| Roman Butler Fullerton & Co | 32,321 | $864.9K | 0.41% | +637+2.0% | Added |
| First Foundation Advisors | 31,520 | $863.0K | 0.04% | +2,684+9.3% | Added |
| Ellsworth Advisors, LLC | 31,990 | $862.5K | 0.31% | +8,571+36.6% | Added |
| Oder Investment Management, LLC | 31,490 | $862.2K | 0.93% | +27+0.1% | Added |
| Fidelis Capital Partners, LLC | 31,487 | $861.6K | 0.29% | −582−1.8% | Reduced |
| Heritage Wealth Advisors | 31,453 | $861.2K | 0.05% | −4,552−12.6% | Reduced |
| Mark Asset Management LP | 31,400 | $860.0K | 0.16% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 31,385 | $859.3K | 0.07% | −305,727−90.7% | Reduced |
| Shepherd Financial Partners LLC | 31,347 | $858.3K | 0.13% | +2,619+9.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 31,237 | $858.0K | 0.44% | −1,944−5.9% | Reduced |
| Pathway Financial Advisers, LLC | 31,331 | $857.8K | 0.35% | +31,331 | New |
| Chesapeake Wealth Management | 31,252 | $855.7K | 0.36% | −1,220−3.8% | Reduced |
| Paragon Financial Partners, Inc. | 31,242 | $855.4K | 0.89% | +17+0.1% | Added |
| Colonial Trust Advisors | 31,168 | $853.4K | 0.10% | −3,947−11.2% | Reduced |
| Financial Advocates Investment Management | 31,134 | $852.5K | 0.06% | −1,936−5.9% | Reduced |
| Cypress Capital Group | 31,050 | $850.1K | 0.12% | +3,246+11.7% | Added |
| CoreCap Advisors, LLC | 31,040 | $849.9K | 0.06% | −1,506−4.6% | Reduced |
| Founders Financial Alliance, LLC | 30,935 | $847.0K | 0.37% | −1,711−5.2% | Reduced |
| MSD Partners, L.P. | 30,916 | $846.5K | 0.07% | 00.0% | Unchanged |
| IMS Capital Management | 30,791 | $843.1K | 0.50% | 00.0% | Unchanged |
| Greenline Partners, LLC | 30,754 | $842.0K | 0.16% | +7,849+34.3% | Added |
| Krilogy Financial LLC | 30,740 | $841.7K | 0.08% | −1,980−6.1% | Reduced |
| Washington Capital Management Inc | 30,685 | $840.2K | 0.77% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 30,656 | $839.4K | 0.42% | −24,872−44.8% | Reduced |
| Kidder Stephen W | 30,615 | $838.2K | 0.29% | −60−0.2% | Reduced |
| Denali Advisors LLC | 30,600 | $837.8K | 0.29% | +1,200+4.1% | Added |
| RMR Wealth Builders | 30,511 | $835.4K | 0.13% | +15,273+100.2% | Added |
| First PREMIER Bank | 30,357 | $831.0K | 0.25% | −490−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 30,314 | $830.0K | 0.17% | −53,517−63.8% | Reduced |
| Sit Investment Associates Inc | 30,220 | $827.0K | 0.02% | −38,350−55.9% | Reduced |
| Concord Asset Management, LLC | 30,123 | $824.8K | 0.28% | +7,202+31.4% | Added |
| Black Maple Capital Management LP | 30,100 | $824.1K | 0.74% | −1,000−3.2% | Reduced |
| Wealth Effects LLC | 30,066 | $823.2K | 0.41% | −520−1.7% | Reduced |
| Quinn Opportunity Partners LLC | 30,000 | $821.4K | 0.11% | −290,000−90.6% | Reduced |
| Quent Capital, LLC | 29,872 | $817.9K | 0.13% | +1,125+3.9% | Added |