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, 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
- 2,859
- +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
- 1,282 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Autumn Glory Partners, LLC | 15,722 | $506.6K | 0.29% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 15,177 | $511.0K | 0.08% | +1,530+11.2% | Added |
| WealthCare Investment Partners, LLC | 14,966 | $511.2K | 0.28% | +1,818+13.8% | Added |
| Foster & Motley Inc | 15,200 | $512.0K | 0.04% | −10,246−40.3% | Reduced |
| Cohen & Steers, Inc. | 15,204 | $512.0K | 0.00% | +1,192+8.5% | Added |
| Richard W. Paul & Associates, LLC | 15,213 | $512.2K | 0.22% | −6,857−31.1% | Reduced |
| Nilsine Partners, LLC | 15,224 | $512.6K | 0.08% | +1,671+12.3% | Added |
| National Philanthropic Trust | 15,227 | $512.7K | 0.01% | +15,227 | New |
| Zullo Investment Group, Inc. | 15,250 | $513.5K | 0.26% | +50+0.3% | Added |
| Rakuten Securities, Inc. | 15,263 | $513.9K | 0.41% | +15,263 | New |
| Smith Chas P & Associates Pa Cpas | 15,309 | $515.0K | 0.03% | +5,875+62.3% | Added |
| Gunn & Co Investment Management, Inc. | 15,309 | $515.0K | 0.03% | +15,309 | New |
| Chicago Capital, LLC | 15,316 | $515.7K | 0.02% | +3,562+30.3% | Added |
| Sivia Capital Partners, LLC | 15,322 | $516.7K | 0.39% | +15,322 | New |
| Kanawha Capital Management LLC | 15,353 | $517.0K | 0.05% | −1,763−10.3% | Reduced |
| Cypress Asset Management Inc | 15,357 | $517.1K | 0.16% | −5,220−25.4% | Reduced |
| FirstPurpose Wealth LLC | 15,381 | $517.9K | 0.20% | +3,743+32.2% | Added |
| Ledyard National Bank | 15,398 | $518.5K | 0.05% | −255−1.6% | Reduced |
| Vance Wealth, Inc. | 15,434 | $519.7K | 0.23% | −117−0.8% | Reduced |
| HBW Advisory Services LLC | 15,451 | $520.0K | 0.10% | +561+3.8% | Added |
| Forza Wealth Management, LLC | 15,468 | $520.8K | 0.29% | +6,800+78.4% | Added |
| Angeles Investment Advisors, LLC | 15,502 | $522.0K | 0.03% | +464+3.1% | Added |
| Frisch Financial Group, Inc. | 15,529 | $523.0K | 0.20% | +1,708+12.4% | Added |
| Ausdal Financial Partners, Inc. | 15,544 | $523.4K | 0.06% | −113−0.7% | Reduced |
| First Citizens Financial Corp | 15,571 | $524.3K | 0.34% | −300−1.9% | Reduced |
| Eisler Capital (US) LLC | 15,581 | $524.6K | 0.89% | −104,145−87.0% | Reduced |
| Sittner & Nelson, LLC | 15,586 | $524.8K | 0.28% | −557−3.5% | Reduced |
| Encompass Wealth Advisors, LLC | 15,601 | $525.3K | 0.16% | +488+3.2% | Added |
| Smartleaf Asset Management LLC | 15,742 | $526.8K | 0.14% | +15,742 | New |
| Omnia Family Wealth, LLC | 15,659 | $527.2K | 0.27% | −801−4.9% | Reduced |
| Harvey Investment Co LLC | 15,686 | $528.0K | 0.06% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 15,706 | $528.8K | 0.41% | −720−4.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,730 | $529.6K | 0.29% | −9,500−37.7% | Reduced |
| Bell Bank | 15,753 | $530.4K | 0.05% | +1,739+12.4% | Added |
| TRUE Private Wealth Advisors | 15,757 | $530.5K | 0.07% | −71−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 15,758 | $530.6K | 0.21% | +58+0.4% | Added |
| Lion Street Advisors, LLC | 15,784 | $531.4K | 0.22% | −9,863−38.5% | Reduced |
| Optimum Investment Advisors | 15,789 | $531.6K | 0.27% | +1,122+7.6% | Added |
| General Partner, Inc. | 15,817 | $533.7K | 0.45% | 00.0% | Unchanged |
| Private Wealth Advisors | 15,866 | $534.2K | 0.23% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 15,895 | $535.2K | 0.20% | −844−5.0% | Reduced |
| City State Bank | 15,934 | $536.0K | 0.27% | +845+5.6% | Added |
| Consolidated Portfolio Review Corp | 15,951 | $537.1K | 0.12% | −877−5.2% | Reduced |
| Ascent Wealth Partners, LLC | 15,981 | $538.1K | 0.09% | −107−0.7% | Reduced |
| HHM Wealth Advisors, LLC | 15,992 | $538.5K | 0.09% | −83−0.5% | Reduced |
| Citizens National Bank Trust Department | 16,000 | $538.7K | 0.14% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 16,032 | $539.8K | 0.09% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 16,050 | $540.4K | 0.26% | +400+2.6% | Added |
| Alan B. Lancz & Associates, Inc. | 16,078 | $541.3K | 0.57% | −700−4.2% | Reduced |
| Northern Financial Advisors Inc | 16,083 | $541.5K | 0.46% | −3,073−16.0% | Reduced |
| Fortitude Family Office, LLC | 16,095 | $541.9K | 0.40% | +16,095 | New |
| Summit Global Investments | 16,138 | $543.0K | 0.04% | −5,724−26.2% | Reduced |
| Enterprise Financial Services Corp | 16,146 | $543.6K | 0.33% | −1,011−5.9% | Reduced |
| Truepoint, Inc. | 16,161 | $544.1K | 0.02% | +16,161 | New |
| Sky Investment Group LLC | 16,170 | $544.4K | 0.11% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 15,850 | $545.7K | 0.11% | −3,386−17.6% | Reduced |
| Muirfield Wealth Advisors LLC | 16,231 | $546.5K | 0.58% | +16,231 | New |
| NFP Retirement, Inc. | 16,261 | $547.5K | 0.09% | +1,632+11.2% | Added |
| Transatlantique Private Wealth LLC | 16,260 | $547.5K | 0.26% | +550+3.5% | Added |
| TBH Global Asset Management, LLC | 16,264 | $547.6K | 0.11% | +2,356+16.9% | Added |
| Laidlaw Wealth Management LLC | 16,270 | $547.8K | 0.20% | −185−1.1% | Reduced |
| Soltis Investment Advisors LLC | 16,292 | $548.5K | 0.06% | −111−0.7% | Reduced |
| MBL Wealth, LLC | 16,296 | $548.7K | 0.07% | +290+1.8% | Added |
| Silvia McColl Wealth Management, LLC | 16,318 | $549.4K | 0.49% | −400−2.4% | Reduced |
| Forte Capital LLC | 16,361 | $550.9K | 0.08% | −786−4.6% | Reduced |
| Pointe Capital Management LLC | 16,381 | $551.5K | 0.38% | −798−4.6% | Reduced |
| Patron Partners Advisors, LLC | 16,419 | $552.8K | 0.37% | +65+0.4% | Added |
| Mechanics Financial Corp | 16,424 | $553.0K | 0.31% | −600−3.5% | Reduced |
| Traynor Capital Management, Inc. | 16,482 | $554.9K | 0.06% | +1,152+7.5% | Added |
| Ledgewood Wealth Advisors, LLC | 16,490 | $555.2K | 0.51% | +16,490 | New |
| Alliance Wealth Advisors, LLC | 16,496 | $555.4K | 0.37% | −196−1.2% | Reduced |
| Verus Capital Partners, LLC | 16,527 | $556.5K | 0.07% | +53+0.3% | Added |
| Howard Capital Management Group, LLC | 16,530 | $556.6K | 0.05% | −3,250−16.4% | Reduced |
| Archer Investment Corp | 16,545 | $557.1K | 0.18% | +437+2.7% | Added |
| WealthTrust Axiom LLC | 16,599 | $558.9K | 0.19% | +681+4.3% | Added |
| Independence Bank of Kentucky | 16,664 | $561.1K | 0.20% | −1,450−8.0% | Reduced |
| Acorn Financial Advisory Services Inc | 16,669 | $561.3K | 0.10% | −190−1.1% | Reduced |
| Spring Capital Management, LLC | 16,743 | $563.7K | 0.44% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 16,757 | $564.2K | 0.04% | −40−0.2% | Reduced |
| S.A. Mason LLC | 16,759 | $564.3K | 0.38% | −12,789−43.3% | Reduced |
| Blossom Wealth Management | 16,787 | $565.2K | 1.52% | +40+0.2% | Added |
| Cladis Investment Advisory, LLC | 16,820 | $566.3K | 0.45% | −199−1.2% | Reduced |
| PBMares Wealth Management LLC | 16,820 | $566.3K | 0.17% | −3,758−18.3% | Reduced |
| Enterprise Bank & Trust Co | 16,826 | $566.5K | 0.20% | −205−1.2% | Reduced |
| MSH Capital Advisors LLC | 16,831 | $566.7K | 0.21% | −970−5.4% | Reduced |
| Geller Advisors LLC | 16,875 | $568.2K | 0.06% | +117+0.7% | Added |
| Garrison Point Advisors, LLC | 16,885 | $568.5K | 0.40% | −5,850−25.7% | Reduced |
| HTLF Bank | 16,889 | $568.7K | 0.07% | +16,889 | New |
| Am Investment Strategies LLC | 16,911 | $569.0K | 0.16% | −37,832−69.1% | Reduced |
| Rogco, LP | 16,984 | $571.9K | 0.25% | +10,571+164.8% | Added |
| Silverlake Wealth Management LLC | 17,018 | $573.0K | 0.32% | +1,791+11.8% | Added |
| Wealthstar Advisors, LLC | 17,021 | $573.1K | 0.21% | −100−0.6% | Reduced |
| Benedict Financial Advisors Inc | 17,060 | $574.4K | 0.16% | −9,815−36.5% | Reduced |
| Constant Guidance Financial LLC | 17,065 | $574.6K | 0.59% | +17,065 | New |
| Delta Asset Management LLC | 17,109 | $576.1K | 0.05% | +62+0.4% | Added |
| Shayne & Co., LLC | 17,114 | $576.2K | 0.18% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 17,159 | $577.7K | 0.23% | +279+1.7% | Added |
| First Heartland Consultants, Inc. | 17,164 | $578.0K | 0.07% | +4,878+39.7% | Added |
| AllSquare Wealth Management LLC | 17,210 | $579.5K | 0.36% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 17,262 | $581.2K | 0.42% | +17,262 | New |