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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; 3,619 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, Q4 2023

Institutional positions in Bank of America Corp as of Dec 31, 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
2,860
+276 vs. Q3 2023
Shares held
5.59B
+88.0M (+1.6%) vs. Q3 2023
Total value
$188.1B
+$37.5B (+24.9%) vs. Q3 2023
New holders
410
922 more added
Sold out
134
1,283 more reduced

41 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 2,860 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: 3,619 institutions
Value heldQ4 2023: $188.1B
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 20263,619$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, Q4 2023

Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2023.

Institutions holding BAC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DecisionPoint Financial, LLC3$1020.00%+3New
Vima LLC4$1350.00%+4New
Atlantic Private Wealth, LLC10$3370.00%00.0%Unchanged
Legend Financial Advisors, Inc.11$3800.00%−745−98.5%Reduced
Evergreen Private Wealth LLC13$4380.00%+13New
Robinswood Financial LLC35$1.18K0.00%00.0%Unchanged
Sofos Investments, Inc.37$1.25K0.00%−1,679−97.8%Reduced
LGT Financial Advisors LLC40$1.35K0.00%−500−92.6%Reduced
Atlantic Trust, LLC56$1.89K0.00%−317−85.0%Reduced
Tfo-TDC, LLC59$1.99K0.00%−2,885−98.0%Reduced
VitalStone Financial, LLC66$2.00K0.00%−12−15.4%Reduced
Financial Synergies Wealth Advisors, Inc.65$2.15K0.00%−3,165−98.0%Reduced
POM Investment Strategies, LLC77$2.59K0.00%+77New
USA Financial Portformulas Corp78$2.63K0.00%+11+16.4%Added
Lam Group, Inc.86$2.90K0.00%00.0%Unchanged
Clear Street Markets LLC100$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC90$3.03K0.00%−253−73.8%Reduced
Iron Horse Wealth Management, LLC97$3.28K0.00%−1−1.0%Reduced
PFG Private Wealth Management, LLC98$3.29K0.00%00.0%Unchanged
Northwest Bank & Trust Co100$3.37K0.00%+100New
Strategic Investment Solutions, Inc.100$3.37K0.00%−87,226−99.9%Reduced
PFS Partners, LLC102$3.45K0.00%00.0%Unchanged
PayPay Securities Corp103$3.50K0.17%−78−43.1%Reduced
Cedar Wealth Management, LLC105$3.54K0.00%00.0%Unchanged
Evolution Advisers, Inc.123$4.00K0.00%−277−69.3%Reduced
Delos Wealth Advisors, LLC136$4.57K0.01%−750−84.7%Reduced
Cedar Mountain Advisors, LLC137$4.61K0.00%00.0%Unchanged
Legacy Bridge, LLC145$4.88K0.00%−42,435−99.7%Reduced
Stephenson National Bank & Trust169$5.69K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA169$5.69K0.03%+64+61.0%Added
Highline Wealth Partners LLC172$5.80K0.00%−1,109−86.6%Reduced
Horizon Bancorp Inc150$6.00K0.00%−50−25.0%Reduced
Kelly Lawrence W & Associates Inc188$6.33K0.00%+188New
Creative Capital Management Investments LLC198$6.67K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC200$6.73K0.00%00.0%Unchanged
Friedenthal Financial200$6.73K0.00%+200New
Bare Financial Services, Inc200$6.73K0.01%+200New
Ameliora Wealth Management Ltd.207$6.97K0.00%00.0%Unchanged
Valued Wealth Advisors LLC256$7.01K0.01%+256New
FWL Investment Management, LLC215$7.24K0.00%+215New
Cherry Tree Wealth Management, LLC216$7.27K0.00%00.0%Unchanged
DB Wealth Management Group, LLC230$7.74K0.00%00.0%Unchanged
Partnership Wealth Management, LLC230$7.83K0.01%+230New
Fairfield Financial Advisors, LTD237$7.97K0.00%+2+0.9%Added
Insight Financial Services247$8.35K0.01%+100+68.0%Added
Ranger Investment Management, L.P.256$8.62K0.00%00.0%Unchanged
AlphaMark Advisors, LLC278$9.00K0.00%+1+0.4%Added
Coston, McIsaac & Partners281$9.00K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC270$9.09K0.00%00.0%Unchanged
Stone House Investment Management, LLC275$9.25K0.00%+2+0.7%Added
NewSquare Capital LLC293$9.87K0.00%−424−59.1%Reduced
LFA - Lugano Financial Advisors SA296$9.97K0.01%+296New
Beaird Harris Wealth Management, LLC307$10.3K0.00%+57+22.8%Added
Bear Mountain Capital, Inc.350$11.2K0.00%+350New
Oliver Lagore Vanvalin Investment Group341$11.5K0.00%+4+1.2%Added
Gould Capital, LLC350$11.8K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co370$12.5K0.00%+370New
Robbins Farley LLC400$13.5K0.01%00.0%Unchanged
Country Trust Bank439$14.8K0.00%00.0%Unchanged
Macroview Investment Management LLC458$15.4K0.02%+3+0.7%Added
Clarity Asset Management, Inc.459$15.5K0.01%+459New
CNB Bank460$15.5K0.01%00.0%Unchanged
Lummis Asset Management, LP461$15.5K0.01%+461New
ClariVest Asset Management LLC462$15.6K0.00%+63+15.8%Added
Ogorek Anthony Joseph478$16.0K0.01%−35,914−98.7%Reduced
Vermillion & White Wealth Management Group, LLC491$16.5K0.02%+491New
Frazier Financial Advisors, LLC494$16.6K0.01%+494New
Cranbrook Wealth Management, LLC498$16.8K0.00%00.0%Unchanged
Cordant, Inc.500$16.8K0.01%+500New
Custom Portfolio Group LLC500$16.8K0.01%+500New
PrairieView Partners, LLC500$17.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC505$17.0K0.01%−85−14.4%Reduced
Glass Jacobson Investment Advisors llc517$17.4K0.01%−501−49.2%Reduced
Dunhill Financial, LLC542$18.3K0.02%+542New
Nordwand Advisors, LLC545$18.4K0.00%00.0%Unchanged
Security National Bank550$18.5K0.00%+550New
Chesapeake Asset Management LLC579$19.5K0.02%−4,475−88.5%Reduced
DAGCO, Inc.600$20.2K0.02%+600New
Dynamic Wealth Strategies, LLC600$20.2K0.02%+600New
Perkins Coie Trust Co624$21.0K0.01%−143−18.6%Reduced
Bromfield Sneider Wealth Advisors626$21.1K0.01%00.0%Unchanged
Marquette Asset Management, LLC633$21.3K0.00%−100−13.6%Reduced
Wiser Advisor Group LLC637$21.4K0.04%+637New
Mendota Financial Group, LLC645$21.7K0.02%00.0%Unchanged
TD Capital Management LLC659$22.2K0.00%+4+0.6%Added
Financial Freedom, LLC671$22.6K0.01%+4+0.6%Added
Chelsea Counsel Co700$23.6K0.01%−1,154−62.2%Reduced
Cassady Schiller Wealth Management, LLC700$23.6K0.01%00.0%Unchanged
Quarry LP735$24.7K0.01%+735New
Granite FO LLC772$26.0K0.02%00.0%Unchanged
FNY Investment Advisers, LLC800$26.0K0.03%−80−9.1%Reduced
Tanglewood Legacy Advisors, LLC775$26.1K0.01%00.0%Unchanged
Davis Capital Management779$26.2K0.03%+779New
Morgan Dempsey Capital Management LLC800$26.9K0.01%00.0%Unchanged
Livelsberger Financial Advisory841$28.3K0.03%+841New
Front Row Advisors LLC846$28.5K0.01%−80−8.6%Reduced
Cornerstone Planning Group LLC854$28.8K0.01%−76−8.2%Reduced
ZRC Wealth Management, LLC1,140$31.2K0.02%+750+192.3%Added
Mascoma Wealth Management LLC929$31.3K0.01%−130−12.3%Reduced
Criterion Capital Advisors, LLC958$32.3K0.02%+958New