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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Stolper Co | 173,843 | $4.76M | 2.06% | −109−0.1% | Reduced |
| Means Investment Co., Inc. | 173,609 | $4.75M | 0.78% | −7,973−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 173,316 | $4.75M | 0.10% | +10,594+6.5% | Added |
| Roanoke Asset Management Corp | 170,348 | $4.66M | 1.91% | −1,520−0.9% | Reduced |
| EULAV Asset Management | 170,000 | $4.65M | 0.17% | −180,000−51.4% | Reduced |
| Jacobi Capital Management LLC | 168,892 | $4.62M | 0.52% | +1,925+1.2% | Added |
| Caas Capital Management LP | 168,257 | $4.61M | 1.02% | +168,257 | New |
| R.m.sincerbeaux Capital Management LLC | 168,234 | $4.61M | 3.51% | −9,277−5.2% | Reduced |
| Webster Bank, N. A. | 168,131 | $4.60M | 0.62% | −999−0.6% | Reduced |
| Greenleaf Trust | 167,497 | $4.59M | 0.05% | +4,436+2.7% | Added |
| Fusion Capital, LLC | 167,397 | $4.58M | 2.58% | +13,644+8.9% | Added |
| Unison Asset Management LLC | 167,161 | $4.58M | 3.01% | +2,138+1.3% | Added |
| Boyar Asset Management Inc. | 165,957 | $4.54M | 3.57% | −95−0.1% | Reduced |
| Harvest Portfolios Group Inc. | 165,895 | $4.54M | 0.21% | +2,841+1.7% | Added |
| Whalerock Point Partners, LLC | 165,095 | $4.52M | 1.57% | −4,645−2.7% | Reduced |
| Empowered Funds, LLC | 165,025 | $4.52M | 0.13% | +2,462+1.5% | Added |
| Lincoln National Corp | 164,668 | $4.51M | 0.09% | +6,924+4.4% | Added |
| Trustmark National Bank Trust Department | 164,437 | $4.50M | 0.44% | +40,357+32.5% | Added |
| Cetera Advisors LLC | 164,326 | $4.50M | 0.07% | −2,503−1.5% | Reduced |
| Holocene Advisors, LP | 164,130 | $4.49M | 0.02% | +164,130 | New |
| Woodstock Corp | 163,192 | $4.47M | 0.56% | −8,606−5.0% | Reduced |
| Segall Bryant & Hamill, LLC | 162,827 | $4.46M | 0.05% | −10,056−5.8% | Reduced |
| First American Bank | 162,130 | $4.44M | 0.40% | −2,869−1.7% | Reduced |
| Smith, Salley & Associates | 161,917 | $4.43M | 0.33% | −4,009−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 161,699 | $4.43M | 0.24% | +8,951+5.9% | Added |
| HAP Trading, LLC | 161,511 | $4.42M | 1.09% | +94,262+140.2% | Added |
| Fayez Sarofim & Co | 161,109 | $4.41M | 0.01% | −9,801−5.7% | Reduced |
| Alberta Investment Management Corp | 160,900 | $4.41M | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 160,875 | $4.40M | 0.08% | −4,232−2.6% | Reduced |
| Shell Asset Management Co | 160,845 | $4.40M | 0.18% | −3,422−2.1% | Reduced |
| Viewpoint Capital Management LLC | 160,773 | $4.40M | 3.52% | +1,700+1.1% | Added |
| Congress Wealth Management LLC | 160,509 | $4.39M | 0.09% | −1,007−0.6% | Reduced |
| Pring Turner Capital Group Inc | 159,593 | $4.37M | 3.66% | +23,585+17.3% | Added |
| Kempner Capital Management Inc. | 158,141 | $4.33M | 2.61% | 00.0% | Unchanged |
| Check Capital Management Inc | 158,054 | $4.33M | 0.36% | +168+0.1% | Added |
| Moors & Cabot, Inc. | 157,600 | $4.32M | 0.29% | −23,320−12.9% | Reduced |
| Park National Corp | 157,071 | $4.30M | 0.19% | −16,385−9.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 156,615 | $4.29M | 0.44% | −3,409−2.1% | Reduced |
| Ariel Investments, LLC | 156,608 | $4.29M | 0.05% | +11,237+7.7% | Added |
| Inlet Private Wealth, LLC | 156,170 | $4.28M | 1.41% | −3,900−2.4% | Reduced |
| TD Private Client Wealth LLC | 155,812 | $4.27M | 0.18% | +28,734+22.6% | Added |
| Brookstone Capital Management | 158,100 | $4.26M | 0.09% | +78,012+97.4% | Added |
| Moody National Bank Trust Division | 155,278 | $4.25M | 0.27% | +14,994+10.7% | Added |
| Wolverine Asset Management LLC | 153,251 | $4.20M | 0.08% | −40,026−20.7% | Reduced |
| Lincluden Management Ltd | 153,045 | $4.19M | 0.51% | −1,256−0.8% | Reduced |
| Granite Bay Wealth Management, LLC | 141,469 | $4.18M | 0.04% | +141,469 | New |
| Baugh & Associates, LLC | 152,437 | $4.17M | 2.61% | +348+0.2% | Added |
| Aldebaran Capital, LLC | 152,005 | $4.16M | 4.24% | −185−0.1% | Reduced |
| Ascent Group, LLC | 150,787 | $4.15M | 0.46% | +133,352+764.9% | Added |
| Tokio Marine Asset Management Co Ltd | 150,837 | $4.13M | 0.26% | +11,473+8.2% | Added |
| Impax Asset Management Group plc | 149,921 | $4.10M | 0.02% | −23,477−13.5% | Reduced |
| Wade G W & Inc | 149,734 | $4.10M | 0.15% | +19,276+14.8% | Added |
| Dynamic Advisor Solutions LLC | 149,158 | $4.08M | 0.19% | +17,721+13.5% | Added |
| Prime Capital Investment Advisors, LLC | 149,045 | $4.08M | 0.08% | −4,768−3.1% | Reduced |
| Richard Bernstein Advisors LLC | 148,406 | $4.06M | 0.09% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 148,229 | $4.06M | 0.14% | −17,578−10.6% | Reduced |
| Sawtooth Solutions, LLC | 148,153 | $4.06M | 0.13% | −28,769−16.3% | Reduced |
| Fred Alger Management, LLC | 146,904 | $4.02M | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 145,875 | $3.99M | 0.12% | −35,049−19.4% | Reduced |
| Lynch & Associates | 145,693 | $3.99M | 1.05% | −4,243−2.8% | Reduced |
| Signet Financial Management, LLC | 144,832 | $3.97M | 0.65% | −2,550−1.7% | Reduced |
| Boston Financial Mangement LLC | 144,738 | $3.96M | 0.15% | −16,160−10.0% | Reduced |
| Varma Mutual Pension Insurance Co | 143,979 | $3.94M | 0.05% | +32,208+28.8% | Added |
| Lighthouse Investment Partners, LLC | 143,876 | $3.94M | 0.23% | −188,623−56.7% | Reduced |
| Winning Points Advisors, LLC | 142,580 | $3.93M | 6.96% | −7,769−5.2% | Reduced |
| KG&L Capital Management,LLC | 143,411 | $3.93M | 1.89% | +9,714+7.3% | Added |
| Courier Capital LLC | 143,330 | $3.92M | 0.33% | −4,763−3.2% | Reduced |
| Belmont Capital, LLC | 143,118 | $3.92M | 2.12% | −50.0% | Reduced |
| Northern Oak Wealth Management Inc | 143,111 | $3.92M | 0.49% | −27,482−16.1% | Reduced |
| Winton Group Ltd | 142,754 | $3.91M | 0.32% | −181,188−55.9% | Reduced |
| SevenBridge Financial Group, LLC | 142,195 | $3.89M | 1.01% | −14,131−9.0% | Reduced |
| Rothschild Investment Corp | 142,179 | $3.89M | 0.33% | −36,901−20.6% | Reduced |
| Ritholtz Wealth Management | 141,110 | $3.86M | 0.17% | +15,009+11.9% | Added |
| Red Door Wealth Management, LLC | 140,663 | $3.85M | 0.96% | +10,187+7.8% | Added |
| Fulton Bank, N.A. | 140,218 | $3.84M | 0.19% | +4,403+3.2% | Added |
| Capricorn Fund Managers Ltd | 140,193 | $3.84M | 1.33% | −26,388−15.8% | Reduced |
| Boston Private Wealth LLC | 140,159 | $3.84M | 0.08% | −9,951−6.6% | Reduced |
| Snowden Capital Advisors LLC | 144,219 | $3.83M | 0.16% | −3,235−2.2% | Reduced |
| Readystate Asset Management LP | 139,693 | $3.82M | 0.32% | +139,693 | New |
| Trust Co of Vermont | 139,198 | $3.81M | 0.26% | −11,368−7.6% | Reduced |
| Icon Wealth Partners, LLC | 138,882 | $3.80M | 0.43% | −16,655−10.7% | Reduced |
| Arrow Financial Corp | 138,630 | $3.80M | 0.44% | −1,230−0.9% | Reduced |
| McGinn Investment Management, Inc. | 138,059 | $3.78M | 2.98% | −7,175−4.9% | Reduced |
| Level Four Advisory Services, LLC | 137,690 | $3.77M | 0.24% | −20,967−13.2% | Reduced |
| Focused Wealth Management, Inc | 137,605 | $3.77M | 0.67% | −191−0.1% | Reduced |
| Greystone Financial Group, LLC | 137,503 | $3.76M | 0.94% | +1,965+1.4% | Added |
| Icon Advisers Inc | 135,890 | $3.72M | 0.92% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 135,637 | $3.71M | 1.85% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 135,563 | $3.71M | 0.80% | +9,912+7.9% | Added |
| Diversified Trust Co | 134,279 | $3.68M | 0.14% | +2,540+1.9% | Added |
| Sequoia Financial Advisors, LLC | 134,072 | $3.67M | 0.06% | −4,977−3.6% | Reduced |
| Kinneret Advisory, LLC | 133,274 | $3.65M | 0.45% | −79−0.1% | Reduced |
| Carret Asset Management, LLC | 133,147 | $3.65M | 0.51% | +330+0.2% | Added |
| Mandatum Life Insurance Co Ltd | 133,110 | $3.64M | 1.52% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 133,094 | $3.64M | 0.24% | +80,275+152.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 132,817 | $3.64M | 1.09% | −38,056−22.3% | Reduced |
| Hancock Whitney Corp | 132,609 | $3.63M | 0.15% | −14,111−9.6% | Reduced |
| Harbor Island Capital LLC | 132,526 | $3.63M | 2.10% | −8,678−6.1% | Reduced |
| Front Street Capital Management, Inc. | 132,502 | $3.63M | 0.80% | +88,421+200.6% | Added |
| Capital Insight Partners, LLC | 132,420 | $3.63M | 0.82% | +3,286+2.5% | Added |