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 |
|---|---|---|---|---|---|
| Centennial Bank | 29,850 | $817.3K | 0.57% | −1,063−3.4% | Reduced |
| NCM Capital Management, LLC | 29,848 | $817.2K | 0.58% | −581−1.9% | Reduced |
| Alpha Omega Wealth Management LLC | 29,803 | $816.0K | 0.14% | −2,292−7.1% | Reduced |
| Horrell Capital Management, Inc. | 29,820 | $816.0K | 0.27% | −388−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 29,802 | $816.0K | 0.16% | +809+2.8% | Added |
| GFG Capital, LLC | 29,791 | $815.7K | 0.26% | −87−0.3% | Reduced |
| Johnson & White Wealth Management, LLC | 29,733 | $814.0K | 0.74% | +29,733 | New |
| Hartford Funds Management Co LLC | 29,645 | $811.7K | 0.09% | +2,144+7.8% | Added |
| S.A. Mason LLC | 29,548 | $809.0K | 0.58% | −496−1.7% | Reduced |
| Pitti Group Wealth Management, LLC | 29,548 | $809.0K | 0.93% | +906+3.2% | Added |
| Garner Asset Management Corp | 29,518 | $808.0K | 0.48% | +1,538+5.5% | Added |
| Clough Capital Partners L P | 29,500 | $807.7K | 0.09% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 29,462 | $807.0K | 0.46% | +513+1.8% | Added |
| McLean Asset Management Corp | 29,871 | $806.8K | 0.33% | −241−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 29,426 | $805.7K | 0.02% | −1,250−4.1% | Reduced |
| Mather Group, LLC. | 29,424 | $805.6K | 0.01% | +3,757+14.6% | Added |
| Ropes Wealth Advisors LLC | 29,363 | $804.0K | 0.16% | −9,047−23.6% | Reduced |
| Accurate Wealth Management, LLC | 29,061 | $801.5K | 0.25% | +668+2.4% | Added |
| Samalin Investment Counsel, LLC | 29,239 | $800.6K | 0.46% | +811+2.9% | Added |
| Wealth Architects, LLC | 29,224 | $800.2K | 0.14% | +719+2.5% | Added |
| Covenant Asset Management, LLC | 29,182 | $799.0K | 0.25% | −175−0.6% | Reduced |
| Wambolt & Associates, LLC | 29,914 | $798.7K | 0.29% | −1,554−4.9% | Reduced |
| BLB&B Advisors, LLC | 29,161 | $798.4K | 0.06% | −2,035−6.5% | Reduced |
| Titleist Asset Management, LLC | 29,117 | $797.2K | 0.16% | +3,904+15.5% | Added |
| Kovack Advisors, Inc. | 29,103 | $796.9K | 0.11% | +122+0.4% | Added |
| Next Level Private LLC | 29,837 | $796.7K | 0.53% | +272+0.9% | Added |
| Channing Global Advisors, LLC | 29,005 | $794.2K | 0.77% | +4,336+17.6% | Added |
| Harbor Advisory Corp | 28,845 | $789.8K | 0.29% | +4,000+16.1% | Added |
| Orion Capital Management LLC | 28,819 | $789.1K | 0.51% | −6,250−17.8% | Reduced |
| Ullmann Financial Group, Inc. | 28,816 | $789.0K | 0.15% | −373−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 28,814 | $788.9K | 0.06% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 28,624 | $783.7K | 0.19% | +1,791+6.7% | Added |
| Monterey Private Wealth, Inc. | 28,599 | $783.0K | 0.39% | −21−0.1% | Reduced |
| Evoke Wealth, LLC | 28,525 | $781.0K | 0.03% | −944−3.2% | Reduced |
| Grey Street Capital, LLC | 28,518 | $780.8K | 0.45% | −537−1.8% | Reduced |
| Jump Financial, LLC | 28,514 | $780.7K | 0.03% | +5,798+25.5% | Added |
| Breakwater Capital Group | 29,526 | $779.5K | 0.27% | +3,813+14.8% | Added |
| Beacon Investment Advisory Services, Inc. | 28,422 | $778.2K | 0.04% | −159−0.6% | Reduced |
| Physicians Financial Services, Inc. | 28,401 | $778.0K | 0.32% | −650−2.2% | Reduced |
| Relative Value Partners Group, LLC | 28,395 | $777.5K | 0.05% | +5,253+22.7% | Added |
| Stableford Capital II LLC | 29,727 | $776.5K | 0.36% | +991+3.4% | Added |
| Private Capital Management, LLC | 28,345 | $776.1K | 0.09% | −3,311−10.5% | Reduced |
| Keystone Financial Group | 28,336 | $775.8K | 0.13% | +1,004+3.7% | Added |
| Cubic Asset Management, LLC | 28,192 | $771.9K | 0.21% | −2,179−7.2% | Reduced |
| Winthrop Advisory Group LLC | 28,187 | $771.8K | 0.13% | −417−1.5% | Reduced |
| Naples Global Advisors, LLC | 28,086 | $769.0K | 0.09% | +2,316+9.0% | Added |
| Welch Group, LLC | 28,057 | $768.2K | 0.05% | −2,601−8.5% | Reduced |
| ISAM Funds (UK) Ltd | 27,858 | $762.8K | 0.48% | −5,335−16.1% | Reduced |
| LifePro Asset Management | 27,847 | $762.5K | 0.63% | +10,292+58.6% | Added |
| Union Savings Bank | 27,724 | $758.8K | 0.47% | +531+2.0% | Added |
| Buckhead Capital Management LLC | 27,666 | $757.5K | 0.31% | −492−1.7% | Reduced |
| Zuckerman Investment Group, LLC | 27,560 | $754.6K | 0.11% | −6,000−17.9% | Reduced |
| Journey Advisory Group, LLC | 27,397 | $750.1K | 0.11% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 27,292 | $747.2K | 0.25% | +27,292 | New |
| Main Street Financial Solutions, LLC | 27,239 | $745.8K | 0.11% | +362+1.3% | Added |
| Haverford Trust Co | 27,158 | $743.6K | 0.01% | −5,500−16.8% | Reduced |
| Allen Capital Group, LLC | 27,801 | $742.3K | 0.14% | +626+2.3% | Added |
| Navalign, LLC | 27,096 | $741.9K | 0.28% | +872+3.3% | Added |
| Bridgefront Capital, LLC | 27,055 | $740.8K | 0.52% | +13,549+100.3% | Added |
| Benedict Financial Advisors Inc | 26,875 | $735.8K | 0.21% | −3,412−11.3% | Reduced |
| Corundum Group, Inc. | 26,862 | $735.5K | 0.42% | −2,062−7.1% | Reduced |
| Spears Abacus Advisors LLC | 26,809 | $734.0K | 0.06% | −22,698−45.8% | Reduced |
| Greenwich Wealth Management LLC | 26,819 | $734.0K | 0.08% | −490−1.8% | Reduced |
| SPC Financial, Inc. | 26,717 | $731.5K | 0.08% | −931−3.4% | Reduced |
| Ramiah Investment Group | 26,709 | $731.3K | 0.76% | −6,210−18.9% | Reduced |
| PFG Advisors | 26,611 | $728.6K | 0.07% | −9,575−26.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 26,476 | $724.9K | 0.49% | −499−1.8% | Reduced |
| Coppell Advisory Solutions LLC | 21,838 | $723.3K | 0.26% | −15,079−40.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,416 | $723.3K | 0.46% | +52+0.2% | Added |
| Uncommon Cents Investing LLC | 26,286 | $719.7K | 0.26% | +160+0.6% | Added |
| First Command Advisory Services, Inc. | 26,267 | $719.2K | 0.01% | +26,267 | New |
| Verity & Verity, LLC | 26,257 | $718.9K | 0.09% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25,999 | $711.9K | 0.16% | −1,929−6.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 25,934 | $710.1K | 0.16% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 25,866 | $708.2K | 0.12% | +1,862+7.8% | Added |
| Spirit of America Management Corp | 25,850 | $707.8K | 0.16% | 00.0% | Unchanged |
| Rossmore Private Capital | 26,234 | $705.2K | 0.11% | −83−0.3% | Reduced |
| Lion Street Advisors, LLC | 25,647 | $702.1K | 0.23% | +11,451+80.7% | Added |
| LexAurum Advisors, LLC | 25,623 | $701.6K | 0.21% | +1,074+4.4% | Added |
| Rather & Kittrell, Inc. | 25,572 | $700.2K | 0.28% | 00.0% | Unchanged |
| Avestar Capital, LLC | 25,567 | $700.0K | 0.11% | +3,199+14.3% | Added |
| Aaron Wealth Advisors | 25,528 | $699.0K | 0.09% | −65,586−72.0% | Reduced |
| Mairs & Power Inc | 25,517 | $698.7K | 0.01% | −2,666−9.5% | Reduced |
| Ayalon Holdings Ltd. | 25,503 | $698.0K | 0.29% | 00.0% | Unchanged |
| Foster & Motley Inc | 25,446 | $697.0K | 0.06% | −148−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 25,387 | $695.1K | 0.06% | −961−3.6% | Reduced |
| MidWestOne Financial Group, Inc. | 25,357 | $694.3K | 0.16% | −1,901−7.0% | Reduced |
| Hedges Asset Management LLC | 25,300 | $692.7K | 0.61% | +1,000+4.1% | Added |
| TCI Wealth Advisors, Inc. | 25,296 | $692.6K | 0.09% | +710+2.9% | Added |
| Sippican Capital Advisors | 25,266 | $691.8K | 0.63% | +96+0.4% | Added |
| Potomac Capital Management, Inc. | 25,244 | $691.2K | 0.89% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 25,230 | $690.8K | 0.24% | −280−1.1% | Reduced |
| Sawgrass Asset Management LLC | 25,189 | $689.7K | 0.08% | −1,130−4.3% | Reduced |
| Delta Financial Group, Inc. | 25,169 | $689.0K | 0.24% | +25,169 | New |
| Independent Investors Inc | 25,130 | $688.1K | 0.17% | 00.0% | Unchanged |
| Callan Capital, LLC | 25,128 | $688.0K | 0.07% | +11,513+84.6% | Added |
| Berkeley Capital Partners, LLC | 25,126 | $687.9K | 0.25% | +118+0.5% | Added |
| Ignite Planners, LLC | 26,346 | $686.6K | 0.21% | +7,366+38.8% | Added |
| Vectors Research Management, LLC | 25,000 | $685.0K | 0.22% | −362−1.4% | Reduced |
| Marathon Trading Investment Management LLC | 25,018 | $685.0K | 0.52% | −720,106−96.6% | Reduced |