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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

Q4 2023 vs. Q3 2023

How the institutions holding Bank of America Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of BAC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,624412,859+276
Shares5.51B12.1M5.59B+88.0M (+1.6%)
Value$150.9B$331.6M$188.1B+$37.5B (+24.9%)

41 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (410)

Institutions that held Bank of America Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 410 by value.

Institutions new to BAC in Q4 2023
InstitutionSharesValue% of portfolio
Castle Hook Partners LP3,685,850$124.1M7.75%
Zurich Insurance Group Ltd3,220,904$108.4M1.11%
VGI Partners Ltd2,022,680$68.1M7.24%
Ofi Invest Asset Management1,689,776$51.5M1.73%
First Financial Bankshares Inc1,191,699$40.1M0.96%
Groupama Asset Managment1,147,880$38.6M1.00%
Miller Howard Investments Inc1,136,767$38.3M1.33%
Sapient Capital LLC1,035,291$34.9M0.90%
Pathstone Holdings, LLC911,289$30.8M0.17%
Sculptor Capital LP790,000$26.6M0.67%
Jupiter Asset Management Ltd710,723$23.9M0.24%
Senvest Management, LLC651,700$21.9M0.84%
Aware Super Pty Ltd as trustee of Aware Super370,828$20.4M0.28%
Prana Capital Management, LP521,421$17.6M1.03%
Picton Mahoney Asset Management514,527$17.3M0.80%
Capital Research Global Investors446,429$15.0M0.00%
Lockheed Martin Investment Management Co473,500$15.0M1.08%
Rollins Financial Advisors, LLC441,919$14.9M3.11%
Degroof Petercam Asset Management436,000$14.7M0.19%
Colony Group, LLC425,751$14.3M0.19%
LMR Partners LLP423,147$14.2M0.36%
Longbow Finance SA419,829$14.1M1.44%
Myriad Asset Management US LP411,265$13.8M7.67%
Generate Investment Management Ltd318,884$10.7M0.93%
Verde Servicos Internacionais S.A.306,600$10.3M4.13%
Alight Capital Management LP300,000$10.1M3.23%
Shorepath Capital Management LLC277,199$9.33M8.28%
Mesirow Financial Investment Management, Inc.752,641$9.32M0.34%
Sanibel Captiva Trust Company, Inc.274,297$9.24M0.34%
TB Alternative Assets Ltd.238,700$8.04M2.14%
Access Investment Management LLC230,000$7.74M2.89%
Hennessy Advisors Inc225,300$7.59M0.38%
Atalanta Sosnoff Capital, LLC192,289$6.47M0.17%
Focus Financial Network Inc188,176$6.34M0.24%
Investment Management Corp of Ontario184,792$6.22M0.15%
FJ Investments, LLC179,596$6.05M0.29%
Nicholas Investment Partners, LP177,313$5.97M0.70%
CTF Capital Management, LP175,500$5.91M3.97%
Portfolio Design Labs, LLC166,075$5.59M2.12%
GLOBALT Investments LLC155,931$5.25M0.22%
Icon Wealth Advisors, LLC142,849$4.81M0.50%
Concurrent Investment Advisors, LLC140,696$4.74M0.22%
Rothschild Investment LLC133,114$4.48M0.38%
Patrick M Sweeney & Associates, Inc128,455$4.33M3.96%
HighPoint Advisor Group LLC111,689$4.12M0.30%
Morningstar Investment Management LLC117,040$3.94M0.45%
RedJay Asset Management Inc.115,000$3.87M3.98%
Ables, Iannone, Moore & Associates, Inc.112,599$3.79M2.89%
Brevan Howard Capital Management LP106,938$3.60M0.36%
Letson Investment Management, Inc.105,105$3.54M1.65%
PCJ Investment Counsel Ltd.101,000$3.40M1.31%
Cantor Fitzgerald Investment Adviser L.P.100,774$3.39M0.26%
Embree Financial Group100,101$3.37M0.71%
Cobalt Capital Management, Inc.100,000$3.37M1.17%
Gold Investment Management Ltd.93,715$3.16M1.35%
Tritonpoint Wealth, LLC91,950$3.10M0.30%
Connective Portfolio Management, LLC88,210$2.97M6.05%
Otter Creek Advisors, LLC85,000$2.86M2.45%
Maltese Capital Management LLC85,000$2.86M0.81%
International Assets Investment Management, LLC104,000$2.85M0.36%
Clear Rock Advisors, LLC80,573$2.66M1.20%
Quadcap Wealth Management, LLC77,490$2.61M0.67%
Atom Investors LP76,021$2.56M0.45%
Advisors Capital Management, LLC75,748$2.55M0.05%
Cetera Trust Company, N.A75,443$2.54M1.58%
Mendon Capital Advisors Corp75,000$2.53M1.19%
Advanced Portfolio Management, LLC75,000$2.53M2.66%
Processus Wealth & Capital Management, LLC73,075$2.46M2.46%
Corecam Pte. Ltd.70,600$2.38M2.60%
Arete Wealth Advisors, LLC69,836$2.35M0.18%
Gilliland Jeter Wealth Management LLC69,452$2.34M0.97%
Principal Securities, Inc.68,563$2.31M0.09%
Barometer Capital Management Inc.64,600$2.18M0.62%
St. Louis Financial Planners Asset Management, LLC63,412$2.14M1.99%
First Dallas Securities Inc.61,726$2.08M1.07%
Harmony Asset Management LLC56,228$1.89M0.80%
LM Advisors LLC55,006$1.85M0.37%
Ratan Capital Management LP55,000$1.85M1.21%
GAMMA Investing LLC53,767$1.83M0.50%
Mango Investments LLC50,000$1.68M1.06%
Catalytic Wealth RIA, LLC49,737$1.67M0.75%
AlTi Global, Inc.48,215$1.63M0.05%
Arvest Investments, Inc.47,999$1.62M0.26%
Gratus Wealth Advisors, LLC47,602$1.60M0.32%
Nebula Research & Development LLC47,513$1.60M0.48%
American Capital Advisory, LLC46,926$1.58M1.13%
Capital Markets Trading UK LLP45,574$1.53M1.13%
Financial Partners Group, LLC43,201$1.45M0.66%
Quotient Wealth Partners, LLC42,620$1.44M0.06%
OV Management LLC42,500$1.43M1.18%
May Barnhard Investments LLC42,496$1.43M0.74%
Fiduciary Family Office, LLC42,261$1.42M0.62%
Wynn Capital, LLC41,210$1.39M1.13%
MSA Advisors, LLC40,000$1.35M0.47%
Premier Path Wealth Partners, LLC39,802$1.34M0.30%
Weaver Capital Management LLC39,674$1.34M0.54%
Stoneridge Investment Partners LLC39,130$1.32M0.55%
Boomfish Wealth Group, LLC38,436$1.29M0.93%
Strategic Planning Group, LLC38,176$1.29M0.43%
Cullen Investment Group, Ltd.38,038$1.28M0.22%

Sold out (134)

Institutions that held Bank of America Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 134 by value.

Institutions that sold out of BAC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Two Sigma Investments, LP2,353,371$64.4M
Connor, Clark & Lunn Investment Management Ltd.1,925,788$52.7M
Exane Asset Management899,948$24.6M
Employees Provident Fund Board812,478$22.2M
Voloridge Investment Management, LLC745,546$20.4M
Crake Asset Management LLP703,156$19.3M
Mizuho Markets Americas LLC648,338$17.8M
7G Capital Management, LLC425,000$11.6M
Cooperman Leon G400,000$11.0M
Rollins Financial392,921$10.8M
North Reef Capital Management LP375,000$10.3M
Interval Partners, LP361,775$9.91M
IMC-Chicago, LLC310,502$8.50M
Crestline Management, LP240,000$6.57M
Cubist Systematic Strategies, LLC232,466$6.36M
Aquatic Capital Management LLC219,500$6.01M
One River Asset Management, LLC188,480$5.19M
Teza Capital Management LLC174,608$4.78M
Caas Capital Management LP168,257$4.61M
Holocene Advisors, LP164,130$4.49M
Segall Bryant & Hamill, LLC162,827$4.46M
HAP Trading, LLC161,511$4.42M
Wolverine Asset Management LLC153,251$4.20M
Varma Mutual Pension Insurance Co143,979$3.94M
Readystate Asset Management LP139,693$3.82M
Cantor Fitzgerald, L. P.118,509$3.24M
Gladius Capital Management LP117,671$3.22M
Advent Capital Management100,000$2.74M
Wealth High Governance Capital Ltda100,000$2.74M
Fund Management at Engine No. 1 LLC98,870$2.71M
Levin Capital Strategies, L.P.81,771$2.24M
Hiddenite Capital Partners LP80,000$2.19M
Pearl River Capital, LLC75,239$2.06M
Alphadyne Asset Management LP75,042$2.05M
Corrado Advisors, LLC69,897$1.91M
Versor Investments LP65,400$1.79M
Cohen Lawrence B60,910$1.67M
Paloma Partners Management Co59,738$1.64M
RWC Asset Management LLP54,952$1.50M
Anson Funds Management LP50,304$1.38M
Avitas Wealth Management LLC46,315$1.27M
Connolly Sarah T.46,210$1.27M
WT Wealth Management43,369$1.19M
IMA Wealth, Inc.41,680$1.14M
Bessemer Securities LLC38,895$1.06M
Howard Capital Management Inc.38,823$1.06M
Y-Intercept (Hong Kong) Ltd37,540$1.03M
Lloyd Advisory Services, LLC.33,697$922.6K
MSD Partners, L.P.30,916$846.5K
Quinn Opportunity Partners LLC30,000$821.4K
Evoke Wealth, LLC28,525$781.0K
ISAM Funds (UK) Ltd27,858$762.8K
Bridgefront Capital, LLC27,055$740.8K
Continental Advisors LLC24,438$669.1K
Baader Bank INC24,398$663.8K
Stevens Capital Management LP23,056$631.0K
Waypoint Wealth Partners Inc.22,215$608.2K
Capula Management Ltd22,191$607.6K
Westover Capital Advisors, LLC22,123$605.7K
Garda Capital Partners LP21,854$598.4K
Virginia Wealth Management Group, Inc.20,422$559.2K
Caerus Investment Advisors, LLC20,100$550.3K
Wakefield Asset Management LLLP19,586$536.3K
Cheviot Value Management, LLC17,274$473.0K
West Family Investments, Inc.16,959$464.3K
Perfromance Wealth Partners, LLC16,374$448.3K
James Hambro & Partners16,147$442.0K
Werba Rubin Papier Wealth Management15,414$422.0K
Horizon Wealth Management, LLC15,035$411.7K
Rational Advisors LLC13,993$383.1K
Echo Street Capital Management LLC13,781$377.3K
Emfo, LLC13,000$355.9K
Zimmermann Investment Management & Planning LLC12,960$354.8K
Goodman Advisory Group, LLC12,863$352.2K
Clear Creek Financial Management, LLC12,305$336.9K
Alpha Financial Advisors, LLC12,103$331.4K
Alpha Family Trust11,970$327.7K
SkyView Investment Advisors, LLC11,630$318.0K
Stokes Family Office, LLC11,551$316.3K
Abner Herrman & Brock LLC11,507$315.0K
Balboa Wealth Partners11,143$305.1K
Tanager Wealth Management LLP10,829$296.5K
Pacitti Group Inc.10,826$296.4K
Terra Nova Asset Management LLC10,106$289.9K
Trellis Advisors, LLC10,402$284.8K
B&D White Capital Company, LLC10,300$282.0K
Frontier Asset Management, LLC10,090$276.3K
Watershed Private Wealth LLC9,864$270.1K
Erste Asset Management GmbH9,691$265.3K
Sanders Morris Harris LLC9,603$262.9K
Triumph Capital Management9,508$262.6K
US Financial Advisors, LLC9,238$252.9K
Requisite Capital Management, LLC8,984$246.0K
West Bancorporation Inc8,981$245.9K
Congress Park Capital LLC8,895$243.5K
Bridge Advisory, LLC8,473$232.0K
FSM Wealth Advisors, LLC8,455$231.5K
Blueshift Asset Management, LLC8,359$228.9K
Financial Engines Advisors L.L.C.8,085$222.4K
D'Orazio & Associates, Inc.8,040$220.1K

Not filed for Q4 2023 yet (41)

Institutions that held Bank of America Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BAC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.6,158,162$168.6M
PM Capital Ltd2,234,968$61.2M
Pathstone Family Office, LLC594,111$16.4M
Front Barnett Associates LLC474,311$13.0M
Colony Group LLC423,100$11.6M
Private Asset Management Inc388,006$10.6M
Advisor Partners II, LLC331,424$9.07M
Mastrapasqua Asset Management Inc326,178$8.93M
Virginia Retirement Systems Et Al205,769$5.63M
Rothschild Investment Corp142,179$3.89M
Icon Wealth Partners, LLC138,882$3.80M
Madison Wealth Management80,293$2.20M
Focus Financial Network, Inc.53,939$1.48M
Comerica Securities,inc.52,564$1.44M
Payden & Rygel Investment Group44,600$1.22M
Sweeney & Michel, LLC38,958$1.09M
Sutton Wealth Advisors Inc.37,098$1.02M
Tiedemann Advisors, LLC33,561$918.9K
Bryn Mawr Trust Co32,396$887.0K
Ropes Wealth Advisors LLC29,363$804.0K
Community Financial Services Group, LLC24,459$669.7K
Old North State Trust, LLC23,576$646.0K
Briggs Advisory Group, Inc.22,135$606.1K
BTC Capital Management, Inc.20,000$547.6K
Wealth Advisors, Inc.18,037$493.8K
Mark Stevens17,684$484.2K
Cyrus J. Lawrence, LLC17,570$481.0K
Tradewinds, LLC.17,143$469.4K
Key Bridge Compliance, LLC16,063$439.8K
Kenfarb & Co.16,000$437.9K
Bedel Financial Consulting Inc13,962$382.3K
KB Financial Partners, LLC9,838$369.0K
Triad Financial Advisors, Inc.12,714$348.1K
V Wealth Advisors LLC12,146$332.6K
Column Capital Advisors, LLC11,184$306.2K
Lowell Blake & Associates Inc.7,935$217.3K
WFA of San Diego, LLC7,406$202.8K
Johnson Midwest Financial, LLC7,132$195.3K
Steward Financial Group LLC5,621$153.0K
Foster Dykema Cabot & Co Inc1,000$27.0K
Antonetti Capital Management LLC161$4.41K