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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 20,242 | $681.6K | 0.27% | −3,180−13.6% | Reduced |
| OneAscent Wealth Management LLC | 20,251 | $682.0K | 0.27% | +6,302+45.2% | Added |
| David Loasby | 19,822 | $682.5K | 0.07% | −2,273−10.3% | Reduced |
| ERn Financial, LLC | 21,539 | $683.4K | 0.13% | +21,539 | New |
| MJP Associates Inc | 20,303 | $683.6K | 0.18% | +20,303 | New |
| Westhampton Capital, LLC | 20,304 | $683.6K | 0.41% | +300+1.5% | Added |
| Altfest L J & Co Inc | 20,303 | $684.0K | 0.10% | −2,528−11.1% | Reduced |
| PDS Planning, Inc | 20,332 | $684.6K | 0.08% | −3,793−15.7% | Reduced |
| Ignite Planners, LLC | 20,215 | $685.3K | 0.20% | −6,131−23.3% | Reduced |
| Bank of Stockton | 21,270 | $685.3K | 0.23% | 00.0% | Unchanged |
| Finivi Inc. | 20,485 | $689.7K | 0.67% | +20,485 | New |
| Deseret Mutual Benefit Administrators | 20,500 | $690.2K | 0.40% | −3,496−14.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 20,505 | $690.4K | 0.30% | −271−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 20,553 | $692.0K | 0.13% | +1,292+6.7% | Added |
| Drive Wealth Management, LLC | 20,566 | $692.5K | 0.22% | +3,087+17.7% | Added |
| FourThought Financial Partners, LLC | 20,651 | $695.3K | 0.09% | −75−0.4% | Reduced |
| JNBA Financial Advisors | 20,692 | $696.7K | 0.08% | −301−1.4% | Reduced |
| Baldwin Investment Management, LLC | 20,700 | $697.0K | 0.11% | −2,200−9.6% | Reduced |
| Platform Technology Partners | 20,763 | $698.1K | 0.27% | −647−3.0% | Reduced |
| New Millennium Group LLC | 20,738 | $698.2K | 0.62% | −2,779−11.8% | Reduced |
| Avidian Wealth Solutions, LLC | 20,758 | $698.9K | 0.04% | −120−0.6% | Reduced |
| Baystate Wealth Management LLC | 20,767 | $699.2K | 0.05% | −368−1.7% | Reduced |
| Opinicus Capital, Inc. | 20,784 | $699.8K | 0.71% | +20,784 | New |
| Confluence Investment Management LLC | 20,789 | $700.0K | 0.01% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 20,790 | $700.0K | 0.08% | +10,296+98.1% | Added |
| Bigelow Investment Advisors, LLC | 20,840 | $701.7K | 0.38% | +813+4.1% | Added |
| Smith, Moore & Co. | 20,888 | $703.3K | 0.08% | −1,114−5.1% | Reduced |
| Cipher Capital LP | 20,912 | $704.1K | 0.23% | +20,912 | New |
| Wealth Alliance | 20,973 | $706.1K | 0.10% | +1,604+8.3% | Added |
| Callan Capital, LLC | 20,975 | $706.2K | 0.07% | −4,153−16.5% | Reduced |
| LMG Wealth Partners, LLC | 20,987 | $706.6K | 0.20% | −1,048−4.8% | Reduced |
| Wendell David Associates Inc | 21,001 | $707.0K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 20,902 | $708.6K | 0.14% | +1,291+6.6% | Added |
| Acropolis Investment Management, LLC | 21,146 | $712.0K | 0.05% | −3,096−12.8% | Reduced |
| Moloney Securities Asset Management, LLC | 21,230 | $714.8K | 0.11% | −620−2.8% | Reduced |
| Girard Partners Ltd. | 21,234 | $715.0K | 0.07% | −10,425−32.9% | Reduced |
| Johnson Financial Group, Inc. | 21,247 | $715.4K | 0.04% | +12,744+149.9% | Added |
| BlueChip Wealth Advisors LLC | 21,273 | $716.3K | 0.50% | +21,273 | New |
| Menard Financial Group LLC | 21,279 | $716.5K | 0.89% | −3,318−13.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 21,287 | $716.7K | 0.68% | +417+2.0% | Added |
| Jarislowsky, Fraser Ltd | 21,287 | $716.7K | 0.00% | +2,575+13.8% | Added |
| Trust Co of Virginia | 21,293 | $716.9K | 0.07% | −112−0.5% | Reduced |
| Cottage Street Advisors LLC | 21,502 | $719.6K | 0.49% | −919−4.1% | Reduced |
| Nations Financial Group Inc, | 21,399 | $720.5K | 0.07% | −3,298−13.4% | Reduced |
| Skyline Advisors, Inc. | 21,411 | $720.9K | 0.34% | +21,411 | New |
| Old West Investment Management, LLC | 21,426 | $721.4K | 0.37% | +200+0.9% | Added |
| Adirondack Trust Co | 20,914 | $721.9K | 0.31% | +185+0.9% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $722.0K | 0.28% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 21,474 | $723.0K | 0.29% | −222−1.0% | Reduced |
| New Hampshire Trust | 21,536 | $725.1K | 0.17% | −1,766−7.6% | Reduced |
| Steele Capital Management, Inc. | 21,578 | $726.5K | 0.05% | +21,578 | New |
| Black Diamond Financial, LLC | 21,635 | $728.4K | 0.20% | +30.0% | Added |
| X-Square Capital, LLC | 21,641 | $729.0K | 0.40% | −1,545−6.7% | Reduced |
| RW Investment Management LLC | 21,655 | $729.1K | 0.11% | −1,455−6.3% | Reduced |
| Capital Square, LLC | 21,733 | $731.8K | 0.83% | +21,733 | New |
| Allegheny Financial Group LTD | 21,766 | $732.9K | 0.24% | +790+3.8% | Added |
| Advisor Resource Council | 21,804 | $734.1K | 0.09% | +10,164+87.3% | Added |
| Continuum Advisory, LLC | 21,799 | $734.9K | 0.10% | −2,339−9.7% | Reduced |
| Summit Financial, LLC | 21,840 | $735.4K | 0.05% | −12,505−36.4% | Reduced |
| Summitry LLC | 21,842 | $735.4K | 0.04% | −311−1.4% | Reduced |
| PFW Advisors LLC | 21,859 | $736.0K | 0.24% | +1,311+6.4% | Added |
| Clearview Wealth Advisors LLC | 21,911 | $737.8K | 0.86% | −499−2.2% | Reduced |
| Valmark Advisers, Inc. | 21,936 | $738.6K | 0.01% | +64+0.3% | Added |
| Allstate Corp | 21,992 | $740.5K | 0.05% | −1,318−5.7% | Reduced |
| Harbour Investments, Inc. | 21,992 | $740.5K | 0.03% | +5,163+30.7% | Added |
| Glassman Wealth Services | 22,059 | $742.7K | 0.11% | −1,212−5.2% | Reduced |
| First National Bank of Omaha | 22,134 | $745.3K | 0.05% | −1,900−7.9% | Reduced |
| West Paces Advisors Inc. | 22,135 | $745.3K | 0.21% | +218+1.0% | Added |
| LBMC Investment Advisors, LLC | 22,189 | $747.1K | 0.07% | −119−0.5% | Reduced |
| Tyche Wealth Partners LLC | 22,195 | $747.3K | 0.18% | +22,195 | New |
| Marshall Financial Group LLC | 22,310 | $751.2K | 0.24% | +112+0.5% | Added |
| Auto-Owners Insurance Co | 22,373 | $753.3K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 22,400 | $754.2K | 0.00% | −855,800−97.4% | Reduced |
| Abundance Wealth Counselors | 22,459 | $756.0K | 0.20% | −2,367−9.5% | Reduced |
| Eudaimonia Advisors LLC | 22,495 | $757.4K | 0.49% | −68−0.3% | Reduced |
| Peoples Bank | 22,512 | $758.0K | 0.45% | −346−1.5% | Reduced |
| Brave Warrior Advisors, LLC | 22,532 | $758.7K | 0.02% | +8,000+55.1% | Added |
| Sentinel Trust Co Lba | 22,618 | $762.0K | 0.10% | −21−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 22,498 | $762.2K | 0.09% | −422−1.8% | Reduced |
| Sawgrass Asset Management LLC | 22,654 | $762.8K | 0.09% | −2,535−10.1% | Reduced |
| Aletheian Wealth Advisors LLC | 22,666 | $763.2K | 0.51% | −600−2.6% | Reduced |
| Childress Capital Advisors, LLC | 22,699 | $764.3K | 0.23% | +3,765+19.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 22,731 | $765.0K | 0.37% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 22,787 | $767.3K | 0.06% | −1,319−5.5% | Reduced |
| Edge Wealth Management LLC | 22,842 | $769.1K | 0.17% | −12,913−36.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 22,846 | $769.2K | 0.03% | +908+4.1% | Added |
| Colonial River Wealth Management, LLC | 22,999 | $774.4K | 0.46% | −11,564−33.5% | Reduced |
| Advisory Alpha, LLC | 23,082 | $777.2K | 0.04% | +2,015+9.6% | Added |
| StoneX Group Inc. | 23,086 | $777.3K | 0.08% | −1,673−6.8% | Reduced |
| Provence Wealth Management Group | 23,099 | $777.7K | 0.42% | +2,997+14.9% | Added |
| Miramar Capital, LLC | 23,101 | $777.8K | 0.20% | −1,004−4.2% | Reduced |
| FinTrust Capital Advisors, LLC | 23,197 | $781.0K | 0.16% | −2,802−10.8% | Reduced |
| Catalyst Financial Partners LLC | 23,312 | $784.9K | 0.22% | +537+2.4% | Added |
| Moody Lynn & Lieberson, LLC | 23,449 | $789.5K | 0.06% | −1,938−7.6% | Reduced |
| Westmount Partners, LLC | 23,487 | $790.8K | 0.32% | −357−1.5% | Reduced |
| Unionview, LLC | 23,525 | $792.1K | 0.71% | +100+0.4% | Added |
| Accredited Investors Inc. | 23,582 | $794.0K | 0.06% | −952−3.9% | Reduced |
| Prelude Capital Management, LLC | 23,584 | $794.1K | 0.07% | +15,104+178.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 23,641 | $796.0K | 0.00% | +4,825+25.6% | Added |
| Harbor Advisory Corp | 23,695 | $797.8K | 0.29% | −5,150−17.9% | Reduced |