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 |
|---|---|---|---|---|---|
| Tilt Investment Management Holdings, PBC | 28,103 | $946.2K | 1.02% | −8,415−23.0% | Reduced |
| Washington Capital Management Inc | 28,110 | $946.5K | 0.81% | −2,575−8.4% | Reduced |
| TruWealth Advisors, LLC | 28,137 | $947.4K | 0.07% | −3,248−10.3% | Reduced |
| Orion Capital Management LLC | 28,229 | $950.5K | 0.56% | −590−2.0% | Reduced |
| FDx Advisors, Inc. | 28,369 | $955.0K | 0.07% | +5,584+24.5% | Added |
| Sterling Investment Counsel, LLC | 28,366 | $955.1K | 0.49% | −3,268−10.3% | Reduced |
| Sippican Capital Advisors | 28,401 | $956.3K | 0.75% | +3,135+12.4% | Added |
| Modern Wealth Management, LLC | 28,503 | $959.7K | 0.12% | +28,503 | New |
| Kovack Advisors, Inc. | 28,522 | $960.3K | 0.11% | −581−2.0% | Reduced |
| Sutton Place Investors LLC | 28,587 | $962.5K | 0.70% | +28,587 | New |
| Quent Capital, LLC | 28,723 | $967.1K | 0.13% | −1,149−3.8% | Reduced |
| Canopy Partners, LLC | 28,738 | $967.6K | 0.59% | +28,738 | New |
| Grey Street Capital, LLC | 28,771 | $968.7K | 0.46% | +253+0.9% | Added |
| Alpha Omega Wealth Management LLC | 28,908 | $973.3K | 0.16% | −895−3.0% | Reduced |
| Palumbo Wealth Management LLC | 28,936 | $974.3K | 0.50% | −10,647−26.9% | Reduced |
| Winthrop Advisory Group LLC | 29,018 | $977.1K | 0.15% | +831+2.9% | Added |
| Wealth Effects LLC | 29,042 | $977.9K | 0.37% | −1,024−3.4% | Reduced |
| Covenant Asset Management, LLC | 29,054 | $978.2K | 0.27% | −128−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 29,068 | $978.7K | 0.17% | −734−2.5% | Reduced |
| McLean Asset Management Corp | 28,573 | $983.8K | 0.37% | −1,298−4.3% | Reduced |
| Central Valley Advisors, LLC | 29,246 | $984.7K | 0.58% | +29,246 | New |
| Intrua Financial, LLC | 29,247 | $984.7K | 0.15% | +4,866+20.0% | Added |
| Sit Investment Associates Inc | 29,271 | $986.0K | 0.02% | −949−3.1% | Reduced |
| Denali Advisors LLC | 29,300 | $986.5K | 0.30% | −1,300−4.2% | Reduced |
| Pure Financial Advisors, Inc. | 29,395 | $989.7K | 0.03% | +15,154+106.4% | Added |
| Granger Management LLC | 29,417 | $990.5K | 0.36% | +16,925+135.5% | Added |
| Heritage Wealth Advisors | 29,486 | $992.8K | 0.05% | −1,967−6.3% | Reduced |
| Greenwich Wealth Management LLC | 29,494 | $993.0K | 0.10% | +2,675+10.0% | Added |
| Icapital Wealth LLC | 29,510 | $993.6K | 0.64% | +5,673+23.8% | Added |
| Columbia Asset Management | 29,664 | $999.0K | 0.20% | −4,385−12.9% | Reduced |
| Good Life Advisors, LLC | 29,698 | $999.9K | 0.10% | −2,178−6.8% | Reduced |
| Colonial Trust Advisors | 29,717 | $1.00M | 0.11% | −1,451−4.7% | Reduced |
| Breakwater Capital Group | 30,753 | $1.00M | 0.28% | +1,227+4.2% | Added |
| Mark Asset Management LP | 29,773 | $1.00M | 0.16% | −1,627−5.2% | Reduced |
| Baker Avenue Asset Management, LP | 29,897 | $1.01M | 0.04% | −152,099−83.6% | Reduced |
| Oder Investment Management, LLC | 29,899 | $1.01M | 1.00% | −1,591−5.1% | Reduced |
| Horrell Capital Management, Inc. | 29,914 | $1.01M | 0.30% | +94+0.3% | Added |
| GFG Capital, LLC | 29,912 | $1.01M | 0.27% | +121+0.4% | Added |
| Next Level Private LLC | 29,916 | $1.01M | 0.57% | +79+0.3% | Added |
| Wealth Architects, LLC | 29,916 | $1.01M | 0.14% | +692+2.4% | Added |
| Sunbelt Securities, Inc. | 29,986 | $1.01M | 0.13% | −39,643−56.9% | Reduced |
| Waycross Partners, LLC | 30,000 | $1.01M | 0.19% | −3,500−10.4% | Reduced |
| PGGM Investments | 30,039 | $1.01M | 0.02% | +17,660+142.7% | Added |
| Tempus Wealth Planning, LLC | 30,189 | $1.02M | 0.45% | −467−1.5% | Reduced |
| Parkside Investments, LLC | 30,220 | $1.02M | 0.17% | +10,000+49.5% | Added |
| Chesapeake Wealth Management | 30,312 | $1.02M | 0.39% | −940−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 30,322 | $1.02M | 0.06% | −2,952−8.9% | Reduced |
| NCM Capital Management, LLC | 30,348 | $1.02M | 0.62% | +500+1.7% | Added |
| Ameritas Advisory Services, LLC | 30,404 | $1.02M | 0.06% | −24,089−44.2% | Reduced |
| Altshuler Shaham Ltd | 30,400 | $1.02M | 0.06% | −4,726,340−99.4% | Reduced |
| Circle Wealth Management, LLC | 30,415 | $1.02M | 0.03% | −4,781−13.6% | Reduced |
| BLB&B Advisors, LLC | 30,424 | $1.02M | 0.06% | +1,263+4.3% | Added |
| Barrett & Company, Inc. | 30,467 | $1.03M | 0.56% | −1,990−6.1% | Reduced |
| Ullmann Financial Group, Inc. | 30,485 | $1.03M | 0.17% | +1,669+5.8% | Added |
| Johnson & White Wealth Management, LLC | 30,574 | $1.03M | 0.85% | +841+2.8% | Added |
| Kidder Stephen W | 30,565 | $1.03M | 0.33% | −50−0.2% | Reduced |
| Allen Capital Group, LLC | 30,573 | $1.03M | 0.17% | +2,772+10.0% | Added |
| VELA Investment Management, LLC | 30,706 | $1.03M | 0.42% | +10,994+55.8% | Added |
| Roman Butler Fullerton & Co | 30,938 | $1.03M | 0.40% | −1,383−4.3% | Reduced |
| Greenline Partners, LLC | 30,754 | $1.04M | 0.18% | 00.0% | Unchanged |
| Cypress Capital Group | 30,781 | $1.04M | 0.13% | −269−0.9% | Reduced |
| Altman Advisors, Inc. | 30,899 | $1.04M | 0.55% | −17,883−36.7% | Reduced |
| Hamilton Capital Partners Inc. | 30,900 | $1.04M | 0.21% | +7,500+32.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 30,904 | $1.04M | 0.59% | −2,459−7.4% | Reduced |
| Paragon Capital Management LLC | 30,942 | $1.04M | 0.59% | −8,883−22.3% | Reduced |
| Wesbanco Bank Inc | 31,029 | $1.04M | 0.06% | −81,820−72.5% | Reduced |
| Pathway Financial Advisers, LLC | 31,055 | $1.05M | 0.40% | −276−0.9% | Reduced |
| Paragon Financial Partners, Inc. | 31,145 | $1.05M | 1.01% | −97−0.3% | Reduced |
| BlueCrest Capital Management Ltd | 31,201 | $1.05M | 0.18% | −40,811−56.7% | Reduced |
| First Wilshire Securities Management Inc | 31,212 | $1.05M | 0.34% | −1,580−4.8% | Reduced |
| PFG Advisors | 31,302 | $1.05M | 0.09% | +4,691+17.6% | Added |
| Apriem Advisors | 31,433 | $1.06M | 0.14% | −207−0.7% | Reduced |
| Mechanics Bank Trust Department | 31,443 | $1.06M | 0.17% | −3,892−11.0% | Reduced |
| M&R Capital Management Inc | 31,563 | $1.06M | 0.27% | −402−1.3% | Reduced |
| Shepherd Financial Partners LLC | 31,608 | $1.06M | 0.15% | +261+0.8% | Added |
| Monterey Private Wealth, Inc. | 31,724 | $1.07M | 0.48% | +3,125+10.9% | Added |
| CFS Investment Advisory Services, LLC | 31,812 | $1.07M | 0.19% | +12,369+63.6% | Added |
| Tyler-Stone Wealth Management | 31,869 | $1.07M | 0.54% | +2,407+8.2% | Added |
| Founders Financial Alliance, LLC | 31,953 | $1.08M | 0.42% | +1,018+3.3% | Added |
| Community Bank & Trust, Waco, Texas | 32,055 | $1.08M | 0.29% | −9,505−22.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 32,251 | $1.09M | 0.36% | −3,534−9.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,385 | $1.09M | 0.10% | +32,385 | New |
| Stony Point Wealth Management Inc. | 32,422 | $1.09M | 0.51% | −680−2.1% | Reduced |
| IPG Investment Advisors LLC | 32,473 | $1.09M | 0.22% | −2,238−6.4% | Reduced |
| Brasada Capital Management, LP | 32,500 | $1.09M | 0.22% | +32,500 | New |
| Alps Advisors Inc | 32,543 | $1.10M | 0.01% | −1,997−5.8% | Reduced |
| First PREMIER Bank | 32,535 | $1.10M | 0.31% | +2,178+7.2% | Added |
| Greenup Street Wealth Management LLC | 32,661 | $1.10M | 0.31% | +32,661 | New |
| First National Bank Sioux Falls | 32,683 | $1.10M | 0.56% | 00.0% | Unchanged |
| KKM Financial LLC | 32,745 | $1.10M | 0.69% | +32,745 | New |
| Armstrong Advisory Group, Inc | 32,747 | $1.10M | 0.11% | −929−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 32,863 | $1.11M | 0.17% | −19,824−37.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 32,893 | $1.11M | 0.27% | −70.0% | Reduced |
| Krilogy Financial LLC | 32,902 | $1.11M | 0.09% | +2,162+7.0% | Added |
| Proffitt & Goodson Inc | 32,993 | $1.11M | 0.21% | +1,012+3.2% | Added |
| Meridian Wealth Management, LLC | 33,100 | $1.11M | 0.07% | −41,054−55.4% | Reduced |
| AFS Financial Group, LLC | 33,105 | $1.11M | 1.05% | −49,117−59.7% | Reduced |
| Aurora Private Wealth, Inc. | 33,105 | $1.11M | 1.05% | −271−0.8% | Reduced |
| Machina Capital S.A.S. | 33,292 | $1.12M | 0.72% | −22,583−40.4% | Reduced |
| West Branch Capital LLC | 33,360 | $1.12M | 0.53% | −1,771−5.0% | Reduced |