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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.

Institutional holdersQ3 2023: 2,625 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,796 institutionsQ2 2022: 2,648 institutionsQ3 2022: 2,606 institutionsQ4 2022: 2,723 institutionsQ1 2023: 2,665 institutionsQ2 2023: 2,652 institutionsQ3 2023: 2,625 institutionsQ4 2023: 2,860 institutionsQ1 2024: 2,925 institutionsQ2 2024: 2,956 institutionsQ3 2024: 2,989 institutionsQ4 2024: 3,277 institutionsQ1 2025: 3,215 institutionsQ2 2025: 3,322 institutionsQ3 2025: 3,367 institutionsQ4 2025: 3,616 institutionsQ1 2026: 3,493 institutionsQ2 2026: 3,620 institutions
Value heldQ3 2023: $150.9B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,493$259.2B
Q4 20253,616$303.6B
Q3 20253,367$281.7B
Q2 20253,322$260.1B
Q1 20253,215$231.2B
Q4 20243,277$247.3B
Q3 20242,989$220.6B
Q2 20242,956$224.3B
Q1 20242,925$213.8B
Q4 20232,860$188.1B
Q3 20232,625$150.9B
Q2 20232,652$158.0B
Q1 20232,665$157.5B
Q4 20222,723$186.9B
Q3 20222,606$169.7B
Q2 20222,648$173.8B
Q1 20222,796$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Eagle Ridge Investment Management231,754$6.35M0.69%−2,239−1.0%Reduced
Point72 Asset Management, L.P.231,570$6.34M0.02%−631,378−73.2%Reduced
German American Bancorp, Inc.230,658$6.32M0.92%−47,805−17.2%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group230,630$6.31M2.81%00.0%Unchanged
Stockman Wealth Management, Inc.230,036$6.30M1.39%−1,884−0.8%Reduced
Capital International Inc228,451$6.25M0.12%+16,442+7.8%Added
Advisory Services Network, LLC227,848$6.24M0.17%+50,622+28.6%Added
Simmons Bank227,243$6.22M0.55%+6,924+3.1%Added
Raymond James Trust N.A.227,170$6.22M0.18%−532−0.2%Reduced
Shikiar Asset Management Inc225,119$6.16M2.14%−18,975−7.8%Reduced
Laurel Wealth Advisors LLC224,910$6.16M1.31%−5,778−2.5%Reduced
Huber Capital Management LLC224,365$6.14M1.45%−69,303−23.6%Reduced
Borer Denton & Associates, Inc.223,742$6.13M2.53%−1,500−0.7%Reduced
Twin Capital Management Inc222,363$6.09M0.87%−16,506−6.9%Reduced
Investment House LLC221,798$6.07M0.48%+73,442+49.5%Added
Perigon Wealth Management, LLC221,788$6.07M0.25%+13,883+6.7%Added
Credit Agricole S A221,278$6.06M0.19%+160,979+267.0%Added
Country Club Bank218,333$6.02M0.49%−2,620−1.2%Reduced
Aquatic Capital Management LLC219,500$6.01M0.25%−337,100−60.6%Reduced
Northwestern Mutual Investment Management Company, LLC218,211$5.97M0.16%−486−0.2%Reduced
Cambridge Financial Group, Inc.218,051$5.97M3.25%+218,051New
Financial Avengers, Inc.217,605$5.96M3.98%+7,945+3.8%Added
Global Wealth Management Investment Advisory, Inc.217,378$5.95M1.67%+6,716+3.2%Added
Riverview Capital Advisers, LLC217,252$5.95M2.63%+612+0.3%Added
RPG Investment Advisory, LLC217,174$5.95M1.09%+791+0.4%Added
Azimuth Capital Investment Management LLC215,372$5.90M0.29%−8,772−3.9%Reduced
First National Trust Co215,337$5.90M0.28%−16,186−7.0%Reduced
tru Independence LLC215,295$5.89M2.04%−1,989−0.9%Reduced
Savant Capital, LLC215,278$5.89M0.09%+2,476+1.2%Added
Altrafin AG215,200$5.89M2.57%+64,870+43.2%Added
Ally Financial Inc.215,000$5.89M0.87%+34,000+18.8%Added
Wedbush Securities Inc214,447$5.87M0.29%−10,271−4.6%Reduced
Moreno Evelyn V214,184$5.86M1.28%−32,195−13.1%Reduced
Toroso Investments, LLC212,768$5.83M0.18%+33,727+18.8%Added
Phraction Management LLC211,575$5.79M2.80%+256+0.1%Added
ARS Wealth Advisors Group, LLC210,674$5.77M0.95%+11,244+5.6%Added
Westfield Capital Management Co LP210,086$5.75M0.04%+10,590+5.3%Added
Stieven Capital Advisors, L.P.209,679$5.74M1.49%−208,700−49.9%Reduced
Bayesian Capital Management, LP209,300$5.73M0.65%−64,700−23.6%Reduced
First Citizens Bank & Trust Co208,406$5.71M0.11%−23,565−10.2%Reduced
Providence Capital Advisors, LLC207,451$5.68M1.49%−30,703−12.9%Reduced
Virginia Retirement Systems Et Al205,769$5.63M0.06%−14,400−6.5%Reduced
Cutler Group LP205,745$5.63M0.90%+113,544+123.1%Added
Udine Wealth Management, Inc.205,026$5.61M5.43%+43,015+26.6%Added
Everence Capital Management Inc204,460$5.60M0.43%+12,390+6.5%Added
Northwest & Ethical Investments L.P.203,975$5.58M0.19%−974−0.5%Reduced
World Equity Group, Inc.203,220$5.56M1.16%+104,034+104.9%Added
Astoria Portfolio Advisors LLC.211,758$5.53M2.67%+126+0.1%Added
Consolidated Investment Group LLC202,013$5.53M1.07%00.0%Unchanged
North Star Investment Management Corp.201,490$5.52M0.47%+930.0%Added
Searle & Co.201,060$5.51M1.87%00.0%Unchanged
Kerrisdale Advisers, LLC200,849$5.50M1.74%−25,340−11.2%Reduced
Blue Investment Partners LLC200,479$5.49M4.37%00.0%Unchanged
Viking Fund Management LLC200,000$5.48M1.10%00.0%Unchanged
Pavion Blue Capital, LLC197,643$5.41M3.29%−600.0%Reduced
Boothe Investment Group, Inc.197,548$5.41M2.72%+31,505+19.0%Added
Allworth Financial LP197,055$5.40M0.05%+4,758+2.5%Added
Wetherby Asset Management Inc196,493$5.38M0.31%−11,586−5.6%Reduced
First Hawaiian Bank195,881$5.36M0.18%+37,630+23.8%Added
Valeo Financial Advisors, LLC195,409$5.35M0.24%−9,813−4.8%Reduced
Great Lakes Retirement, Inc.194,787$5.33M0.96%+14,000+7.7%Added
Atlantic Union Bankshares Corp194,621$5.33M0.55%+11,622+6.4%Added
Dakota Wealth Management194,504$5.33M0.24%−11,887−5.8%Reduced
Rench Wealth Management, Inc.194,227$5.32M2.44%+1,326+0.7%Added
Warren Averett Asset Management, LLC193,904$5.31M0.23%−100,297−34.1%Reduced
Brinker Capital Investments, LLC192,791$5.28M0.06%−24,966−11.5%Reduced
Orion Portfolio Solutions, LLC192,791$5.28M0.06%−24,966−11.5%Reduced
Montgomery Investment Management Inc192,511$5.27M1.82%−1,400−0.7%Reduced
Moneta Group Investment Advisors LLC192,006$5.26M0.12%+141+0.1%Added
Westpac Banking Corp190,888$5.23M0.39%+137,203+255.6%Added
One River Asset Management, LLC188,480$5.19M2.42%+144,319+326.8%Added
Harvey Capital Management Inc187,575$5.14M1.81%−9,550−4.8%Reduced
Evercore Wealth Management, LLC187,176$5.12M0.10%−5,945−3.1%Reduced
Silicon Valley Capital Partners186,775$5.11M0.96%+57,230+44.2%Added
Bridge Creek Capital Management LLC186,480$5.11M1.94%+3,495+1.9%Added
Fundamentun, LLC186,286$5.10M0.76%+10,696+6.1%Added
Ashton Thomas Private Wealth, LLC185,628$5.08M0.37%+13,596+7.9%Added
Vinva Investment Management Ltd183,667$5.06M0.48%+9,257+5.3%Added
United Services Automobile Association184,523$5.05M0.13%+18,504+11.1%Added
Qsemble Capital Management, LP182,800$5.01M0.94%+147,700+420.8%Added
Edge Capital Group, LLC182,641$5.00M0.32%−41,517−18.5%Reduced
Siemens Fonds Invest GmbH182,546$5.00M0.51%+9,298+5.4%Added
Northeast Investment Management182,186$4.99M0.29%−7,427−3.9%Reduced
Lee Danner & Bass Inc182,150$4.99M0.45%+152+0.1%Added
Baker Avenue Asset Management, LP181,996$4.98M0.25%+1,460+0.8%Added
Thoroughbred Financial Services, LLC182,008$4.98M0.49%+70,378+63.0%Added
Intrust Bank NA181,728$4.98M0.63%−5,932−3.2%Reduced
Resources Management Corp181,648$4.97M0.81%+1,978+1.1%Added
Greenwood Capital Associates LLC180,842$4.95M0.72%−2,107−1.2%Reduced
Goelzer Investment Management, Inc.179,374$4.91M0.35%+84,736+89.5%Added
First Financial Bank - Trust Division178,724$4.89M0.54%+895+0.5%Added
River Wealth Advisors LLC178,671$4.89M0.88%+8,351+4.9%Added
Lindbrook Capital, LLC177,772$4.87M0.54%−11,133−5.9%Reduced
Baldwin Brothers Inc176,544$4.83M0.42%−1,632−0.9%Reduced
Asio Capital, LLC175,601$4.81M1.28%+191+0.1%Added
Van Den Berg Management I, Inc175,548$4.81M1.68%+3,571+2.1%Added
Gibraltar Capital Management, Inc.175,040$4.79M2.13%+1,425+0.8%Added
Teza Capital Management LLC174,608$4.78M0.78%−155,138−47.0%Reduced
Fagan Associates, Inc.174,388$4.77M1.15%−586−0.3%Reduced
Ameritas Investment Partners, Inc.174,269$4.77M0.19%−13,122−7.0%Reduced