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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 17,291 | $582.2K | 0.41% | −2,787−13.9% | Reduced |
| Rakuten Investment Management, Inc. | 17,218 | $583.3K | 0.01% | +17,218 | New |
| YHB Investment Advisors, Inc. | 17,329 | $583.5K | 0.06% | +278+1.6% | Added |
| Gilbert & Cook, Inc. | 17,388 | $585.5K | 0.08% | +662+4.0% | Added |
| Partners Capital Investment Group, LLP | 17,389 | $585.5K | 0.01% | +6,842+64.9% | Added |
| Selective Wealth Management, Inc. | 17,351 | $586.5K | 0.30% | +334+2.0% | Added |
| Gratus Capital LLC | 17,495 | $589.1K | 0.03% | +793+4.7% | Added |
| Day & Ennis, LLC | 17,498 | $589.2K | 0.21% | 00.0% | Unchanged |
| Essex Savings Bank | 17,548 | $590.7K | 0.17% | +3,030+20.9% | Added |
| Foster Victor Wealth Advisors, LLC | 17,342 | $592.4K | 0.06% | −983−5.4% | Reduced |
| Clear Investment Research, LLC | 17,611 | $593.0K | 0.83% | −247−1.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 17,663 | $594.7K | 0.14% | −4,956−21.9% | Reduced |
| Journey Strategic Wealth LLC | 17,710 | $596.3K | 0.03% | +7,062+66.3% | Added |
| Farmers Trust Co | 17,723 | $596.7K | 0.12% | +5,673+47.1% | Added |
| Keudell/Morrison Wealth Management | 17,727 | $596.9K | 0.20% | −77−0.4% | Reduced |
| Whitener Capital Management, Inc. | 17,734 | $597.1K | 0.22% | −1,075−5.7% | Reduced |
| Firethorn Wealth Partners, LLC | 17,736 | $597.2K | 0.39% | +53+0.3% | Added |
| Albert D Mason Inc | 17,785 | $599.0K | 0.40% | +200+1.1% | Added |
| Cyndeo Wealth Partners, LLC | 17,793 | $599.1K | 0.06% | −1,618−8.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,808 | $599.6K | 0.08% | +39+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 17,821 | $600.0K | 0.12% | −6,065−25.4% | Reduced |
| BIP Wealth, LLC | 17,951 | $604.4K | 0.05% | −850−4.5% | Reduced |
| Lathrop Investment Management Corp | 17,955 | $605.0K | 0.12% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 17,989 | $606.0K | 0.06% | +17,989 | New |
| Guardian Capital Advisors LP | 17,750 | $606.3K | 0.06% | −2,932−14.2% | Reduced |
| RFG Advisory, LLC | 18,036 | $607.3K | 0.02% | −22,304−55.3% | Reduced |
| Terril Brothers, Inc. | 18,094 | $609.2K | 0.22% | 00.0% | Unchanged |
| Patten Group, Inc. | 18,103 | $609.5K | 0.17% | +262+1.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,182 | $612.2K | 0.12% | +1,669+10.1% | Added |
| Alta Advisers Ltd | 18,200 | $612.8K | 0.33% | 00.0% | Unchanged |
| Fca Corp | 18,201 | $612.8K | 0.21% | 00.0% | Unchanged |
| Onefund, LLC | 18,208 | $613.1K | 0.80% | +18,208 | New |
| Marino, Stram & Associates LLC | 18,235 | $614.0K | 0.16% | −640−3.4% | Reduced |
| Capital Planning Advisors, LLC | 18,236 | $614.0K | 0.12% | +8,837+94.0% | Added |
| SOA Wealth Advisors, LLC. | 18,266 | $615.0K | 0.14% | −943−4.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 18,275 | $615.3K | 0.08% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 18,305 | $616.0K | 0.04% | −500−2.7% | Reduced |
| Copperwynd Financial, LLC | 18,317 | $616.7K | 0.25% | +830+4.7% | Added |
| C2C Wealth Management, LLC | 18,211 | $617.0K | 0.52% | −1,200−6.2% | Reduced |
| Grandview Asset Management LLC | 18,310 | $617.0K | 0.32% | −315−1.7% | Reduced |
| Hara Capital LLC | 18,412 | $619.9K | 0.44% | +18,412 | New |
| Bennett Selby Investments LP | 18,417 | $620.1K | 0.32% | +100+0.5% | Added |
| Community Bank, N.A. | 18,468 | $621.6K | 0.08% | −2,503−11.9% | Reduced |
| Old Port Advisors | 18,463 | $621.7K | 0.21% | −1,263−6.4% | Reduced |
| Curi Capital | 18,473 | $622.0K | 0.09% | −1,066−5.5% | Reduced |
| Leisure Capital Management | 18,563 | $625.0K | 0.34% | −950−4.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 18,579 | $625.6K | 0.05% | −2,718−12.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 18,593 | $626.0K | 0.38% | +200+1.1% | Added |
| Staley Capital Advisers Inc | 18,654 | $628.1K | 0.03% | −105−0.6% | Reduced |
| Tranquility Partners, LLC | 18,673 | $628.7K | 0.26% | −621−3.2% | Reduced |
| KMG Fiduciary Partners, LLC | 18,677 | $628.8K | 0.07% | +1,412+8.2% | Added |
| Fidelis Capital Partners, LLC | 18,726 | $630.5K | 0.14% | −12,761−40.5% | Reduced |
| Telemus Capital, LLC | 18,748 | $631.2K | 0.05% | +6,523+53.4% | Added |
| Founders Capital Management, LLC | 18,785 | $632.5K | 0.13% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 18,841 | $634.4K | 0.02% | −4,911−20.7% | Reduced |
| Pin Oak Investment Advisors Inc | 18,846 | $635.0K | 0.64% | +170+0.9% | Added |
| Burkett Financial Services, LLC | 18,865 | $635.2K | 0.35% | +18,865 | New |
| Meeder Asset Management Inc | 18,881 | $635.7K | 0.05% | +2,812+17.5% | Added |
| CX Institutional | 18,925 | $637.2K | 0.03% | −18,101−48.9% | Reduced |
| Hall Capital Management Co Inc | 18,925 | $637.2K | 0.37% | −1,420−7.0% | Reduced |
| Carl P. Sherr & Co., LLC | 18,926 | $637.2K | 0.39% | +1,455+8.3% | Added |
| TAGStone Capital, Inc. | 18,952 | $638.0K | 0.42% | +161+0.9% | Added |
| ICA Group Wealth Management, LLC | 19,008 | $640.0K | 0.14% | +2,735+16.8% | Added |
| Lansing Street Advisors | 19,046 | $641.3K | 0.34% | +19,046 | New |
| Worth Financial Advisory Group, LLC | 19,072 | $642.2K | 0.51% | −236−1.2% | Reduced |
| Investors Research Corp | 19,079 | $642.4K | 0.16% | −208−1.1% | Reduced |
| Headinvest, LLC | 19,079 | $642.4K | 0.13% | +500+2.7% | Added |
| Accel Wealth Management | 19,173 | $645.6K | 0.32% | +55+0.3% | Added |
| Oakworth Capital, Inc. | 19,217 | $647.0K | 0.05% | −3,108−13.9% | Reduced |
| TCI Wealth Advisors, Inc. | 19,346 | $651.4K | 0.07% | −5,950−23.5% | Reduced |
| Summit Asset Management, LLC | 19,382 | $652.6K | 0.16% | +300+1.6% | Added |
| Life Planning Partners, Inc | 19,403 | $653.3K | 0.64% | +19,403 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 19,453 | $655.0K | 0.01% | +19,453 | New |
| AdvisorNet Financial, Inc | 19,472 | $655.6K | 0.06% | −698−3.5% | Reduced |
| Sherbrooke Park Advisers LLC | 19,495 | $656.4K | 0.31% | +4,518+30.2% | Added |
| Kearns & Associates LLC | 19,500 | $656.6K | 0.56% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 19,529 | $657.5K | 0.16% | +344+1.8% | Added |
| Quadrant Private Wealth Management, LLC | 19,549 | $658.2K | 0.18% | −17,772−47.6% | Reduced |
| American National Bank | 19,600 | $659.9K | 0.10% | −189−1.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 19,488 | $660.7K | 0.12% | −2,071−9.6% | Reduced |
| JT Stratford LLC | 19,718 | $663.9K | 0.15% | +2,380+13.7% | Added |
| Keel Point, LLC | 19,778 | $665.9K | 0.08% | +1,284+6.9% | Added |
| DF Dent & Co Inc | 19,778 | $665.9K | 0.01% | −52−0.3% | Reduced |
| CKW Financial Group | 19,769 | $666.0K | 0.09% | −1,110−5.3% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $666.0K | 0.49% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19,785 | $666.2K | 0.34% | +26+0.1% | Added |
| Everhart Financial Group, Inc. | 19,795 | $666.5K | 0.24% | −2,983−13.1% | Reduced |
| Vaughan David Investments LLC | 19,796 | $667.0K | 0.02% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 19,803 | $667.0K | 0.09% | +5,436+37.8% | Added |
| MRP Capital Investments, LLC | 19,825 | $667.5K | 0.72% | −17,947−47.5% | Reduced |
| LexAurum Advisors, LLC | 19,973 | $672.5K | 0.18% | −5,650−22.1% | Reduced |
| Sarasin & Partners LLP | 20,000 | $673.4K | 0.01% | +20,000 | New |
| Quattro Financial Advisors LLC | 34 | $673.4K | 0.24% | +34 | New |
| Canvas Wealth Advisors, LLC | 20,539 | $673.7K | 0.24% | −355−1.7% | Reduced |
| Waterfront Wealth Inc. | 20,009 | $673.7K | 0.20% | 00.0% | Unchanged |
| Allie Family Office LLC | 20,390 | $675.8K | 0.47% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 20,153 | $678.6K | 0.09% | +6,003+42.4% | Added |
| AIMZ Investment Advisors, LLC | 20,164 | $678.9K | 0.28% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 20,182 | $679.5K | 0.13% | +1,054+5.5% | Added |
| Close Asset Management Ltd | 20,200 | $680.0K | 0.03% | 00.0% | Unchanged |