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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 23,728 | $798.7K | 0.35% | −1,154−4.6% | Reduced |
| Citadel Investment Advisory, Inc. | 23,720 | $799.0K | 0.49% | −470−1.9% | Reduced |
| Beacon Financial Advisory LLC | 23,772 | $800.4K | 0.39% | −171−0.7% | Reduced |
| Mitchell Capital Management Co | 23,787 | $800.9K | 0.17% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 23,792 | $801.1K | 0.18% | +200+0.8% | Added |
| Key Financial Inc | 23,835 | $802.5K | 0.22% | +7,325+44.4% | Added |
| Clough Capital Partners L P | 24,000 | $808.1K | 0.09% | −5,500−18.6% | Reduced |
| Intrepid Financial Planning Group LLC | 24,023 | $808.9K | 0.39% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 24,100 | $811.4K | 0.75% | −6,000−19.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,119 | $812.1K | 0.49% | −2,357−8.9% | Reduced |
| Bridgewater Advisors Inc. | 24,266 | $817.0K | 0.12% | +299+1.2% | Added |
| Perennial Investment Advisors, LLC | 24,301 | $818.2K | 0.14% | +27+0.1% | Added |
| Aprio Wealth Management, LLC | 24,303 | $818.3K | 0.18% | +5,128+26.7% | Added |
| Evernest Financial Advisors, LLC | 24,311 | $818.6K | 0.42% | +24,311 | New |
| Crumly & Associates Inc. | 24,339 | $819.5K | 0.24% | +2,684+12.4% | Added |
| Precedent Wealth Partners, LLC | 24,404 | $821.7K | 0.42% | +24,404 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 24,462 | $823.6K | 0.36% | −179−0.7% | Reduced |
| Gradient Capital Advisors, LLC | 24,552 | $826.7K | 0.31% | −190−0.8% | Reduced |
| Strategic Investment Advisors | 24,570 | $827.3K | 0.12% | −18,209−42.6% | Reduced |
| Integrated Investment Consultants, LLC | 24,608 | $828.6K | 0.26% | +564+2.3% | Added |
| Uncommon Cents Investing LLC | 24,713 | $832.1K | 0.28% | −1,573−6.0% | Reduced |
| Michael B. Yongue | 24,722 | $832.4K | 0.75% | −108−0.4% | Reduced |
| Vectors Research Management, LLC | 25,000 | $836.0K | 0.24% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 24,847 | $836.6K | 0.74% | −2,445−9.0% | Reduced |
| Spirit of America Management Corp | 24,850 | $836.7K | 0.18% | −1,000−3.9% | Reduced |
| Naples Global Advisors, LLC | 24,925 | $839.2K | 0.09% | −3,161−11.3% | Reduced |
| Stonegate Investment Group, LLC | 24,987 | $841.3K | 0.03% | +49+0.2% | Added |
| Titleist Asset Management, LLC | 24,988 | $841.3K | 0.16% | −4,129−14.2% | Reduced |
| Delta Financial Group, Inc. | 25,016 | $842.0K | 0.26% | −153−0.6% | Reduced |
| Stableford Capital II LLC | 25,455 | $843.8K | 0.36% | −4,272−14.4% | Reduced |
| Wayfinding Financial, LLC | 25,073 | $844.0K | 0.57% | +884+3.7% | Added |
| Mairs & Power Inc | 25,117 | $845.7K | 0.01% | −400−1.6% | Reduced |
| Independent Investors Inc | 25,130 | $846.1K | 0.19% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 25,158 | $847.1K | 0.11% | −111−0.4% | Reduced |
| Calton & Associates, Inc. | 25,222 | $849.2K | 0.34% | +25,222 | New |
| Potomac Capital Management, Inc. | 25,244 | $850.0K | 1.22% | 00.0% | Unchanged |
| Ramiah Investment Group | 25,279 | $851.1K | 0.80% | −1,430−5.4% | Reduced |
| Hedges Asset Management LLC | 25,300 | $851.9K | 0.67% | 00.0% | Unchanged |
| Garner Asset Management Corp | 25,924 | $852.8K | 0.43% | −3,594−12.2% | Reduced |
| Old Mission Investment Co LLC | 25,369 | $854.2K | 0.30% | +4,373+20.8% | Added |
| Field & Main Bank | 25,400 | $855.0K | 0.36% | +1,410+5.9% | Added |
| GM Advisory Group, Inc. | 25,414 | $855.7K | 0.06% | −31,451−55.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 25,469 | $856.5K | 0.56% | +169+0.7% | Added |
| Pitti Group Wealth Management, LLC | 25,466 | $857.4K | 0.93% | −4,082−13.8% | Reduced |
| Ayalon Holdings Ltd. | 25,503 | $859.0K | 0.31% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 25,519 | $859.2K | 0.67% | +25,519 | New |
| Tectonic Advisors LLC | 25,566 | $860.8K | 0.07% | +1,744+7.3% | Added |
| Rather & Kittrell, Inc. | 25,572 | $861.0K | 0.30% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 25,608 | $862.2K | 0.32% | +688+2.8% | Added |
| MidWestOne Financial Group, Inc. | 25,712 | $865.7K | 0.16% | +355+1.4% | Added |
| MONECO Advisors, LLC | 25,767 | $867.6K | 0.17% | −41,882−61.9% | Reduced |
| Quest Partners LLC | 25,788 | $868.3K | 0.18% | +25,788 | New |
| Cornerstone Advisory, LLC | 25,888 | $871.6K | 0.14% | +22+0.1% | Added |
| Madison Wealth Partners, Inc | 25,920 | $872.7K | 0.35% | +16,021+161.8% | Added |
| Lawson Kroeker Investment Management Inc | 25,934 | $873.2K | 0.18% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 26,132 | $879.9K | 0.03% | −18,745−41.8% | Reduced |
| Berkeley Capital Partners, LLC | 26,220 | $882.8K | 0.29% | +1,094+4.4% | Added |
| First Command Advisory Services, Inc. | 26,267 | $884.4K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 26,313 | $885.9K | 0.15% | +4,514+20.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,420 | $889.6K | 0.55% | +40.0% | Added |
| Lowe Brockenbrough & Co Inc | 26,421 | $889.6K | 0.07% | −2,393−8.3% | Reduced |
| Avestar Capital, LLC | 26,423 | $889.7K | 0.11% | +856+3.3% | Added |
| PFC Capital Group, Inc. | 26,441 | $890.0K | 0.53% | +26,441 | New |
| Union Savings Bank | 26,451 | $890.3K | 0.50% | −1,273−4.6% | Reduced |
| Rossmore Private Capital | 26,537 | $893.5K | 0.13% | +303+1.2% | Added |
| Benedetti & Gucer, Inc. | 26,575 | $894.8K | 0.47% | −17,390−39.6% | Reduced |
| OneAscent Financial Services LLC | 26,574 | $895.0K | 0.11% | +13,279+99.9% | Added |
| Scissortail Wealth Management, LLC | 26,636 | $895.2K | 0.28% | +26,636 | New |
| Wambolt & Associates, LLC | 26,778 | $901.6K | 0.29% | −3,136−10.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 26,869 | $904.7K | 0.03% | −44,356−62.3% | Reduced |
| Benjamin Edwards Inc | 26,944 | $907.0K | 0.20% | −28,213−51.2% | Reduced |
| Verity & Verity, LLC | 26,980 | $908.4K | 0.10% | +723+2.8% | Added |
| Journey Advisory Group, LLC | 27,066 | $911.3K | 0.12% | −331−1.2% | Reduced |
| Centennial Bank | 27,095 | $912.3K | 0.55% | −2,755−9.2% | Reduced |
| Aviso Wealth Management | 27,157 | $914.4K | 0.66% | +27,157 | New |
| Beacon Investment Advisory Services, Inc. | 27,185 | $915.3K | 0.04% | −1,237−4.4% | Reduced |
| Liberty Wealth Management LLC | 27,248 | $917.0K | 0.20% | +7,988+41.5% | Added |
| Farther Finance Advisors, LLC | 27,261 | $917.9K | 0.07% | +12,422+83.7% | Added |
| Welch Group, LLC | 27,266 | $918.1K | 0.05% | −791−2.8% | Reduced |
| Aaron Wealth Advisors | 27,304 | $919.3K | 0.15% | +1,776+7.0% | Added |
| Auxano Advisors, LLC | 27,356 | $921.1K | 0.31% | +19,179+234.5% | Added |
| Oak Thistle LLC | 27,404 | $922.7K | 0.27% | −29,409−51.8% | Reduced |
| Physicians Financial Services, Inc. | 27,451 | $924.0K | 0.35% | −950−3.3% | Reduced |
| Navalign, LLC | 27,478 | $925.2K | 0.32% | +382+1.4% | Added |
| Buckhead Capital Management LLC | 27,496 | $925.8K | 0.34% | −170−0.6% | Reduced |
| Zuckerman Investment Group, LLC | 27,560 | $927.9K | 0.12% | 00.0% | Unchanged |
| SPC Financial, Inc. | 27,577 | $928.5K | 0.09% | +860+3.2% | Added |
| Accent Capital Management, LLC | 27,627 | $930.2K | 0.73% | +27,627 | New |
| Clear Harbor Asset Management, LLC | 27,629 | $930.3K | 0.09% | −4,913−15.1% | Reduced |
| Keystone Financial Group | 27,667 | $931.5K | 0.16% | −669−2.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,675 | $931.8K | 0.02% | −1,751−6.0% | Reduced |
| Main Street Financial Solutions, LLC | 27,770 | $935.0K | 0.12% | +531+1.9% | Added |
| Spears Abacus Advisors LLC | 27,809 | $936.3K | 0.07% | +1,000+3.7% | Added |
| Accurate Wealth Management, LLC | 28,252 | $936.6K | 0.29% | −809−2.8% | Reduced |
| Samalin Investment Counsel, LLC | 27,832 | $937.1K | 0.47% | −1,407−4.8% | Reduced |
| Skopos Labs, Inc. | 27,941 | $940.8K | 0.45% | +27,941 | New |
| Haverford Trust Co | 27,982 | $942.2K | 0.01% | +824+3.0% | Added |
| Cubic Asset Management, LLC | 27,992 | $942.5K | 0.24% | −200−0.7% | Reduced |
| Relative Value Partners Group, LLC | 28,010 | $943.1K | 0.06% | −385−1.4% | Reduced |
| Van Cleef Asset Management,Inc | 28,096 | $946.0K | 0.13% | +6,875+32.4% | Added |