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 |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 33,512 | $1.13M | 0.49% | +33,512 | New |
| Hilltop Holdings Inc. | 33,562 | $1.13M | 0.13% | +11,745+53.8% | Added |
| Hobbs Group Advisors, LLC | 33,647 | $1.13M | 0.50% | +33,647 | New |
| Psagot Value Holdings Ltd. / (Israel) | 33,575 | $1.14M | 0.51% | +2,338+7.5% | Added |
| Court Place Advisors, LLC | 33,717 | $1.14M | 0.37% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 33,783 | $1.14M | 1.33% | −420−1.2% | Reduced |
| Raelipskie Partnership | 33,833 | $1.14M | 0.69% | +33,833 | New |
| CSS LLC | 33,900 | $1.14M | 0.09% | 00.0% | Unchanged |
| Trust Point Inc. | 33,935 | $1.14M | 0.09% | +33,935 | New |
| Ellsworth Advisors, LLC | 34,071 | $1.15M | 0.36% | +2,081+6.5% | Added |
| Mather Group, LLC. | 34,085 | $1.15M | 0.02% | +4,661+15.8% | Added |
| CoreCap Advisors, LLC | 34,238 | $1.15M | 0.07% | +3,198+10.3% | Added |
| Manchester Capital Management LLC | 34,242 | $1.15M | 0.16% | −5,326−13.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,234 | $1.16M | 0.06% | −1,515−4.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 34,660 | $1.17M | 0.64% | −663−1.9% | Reduced |
| Pasadena Private Wealth, LLC | 34,688 | $1.17M | 0.29% | +41+0.1% | Added |
| Everpar Advisors LLC | 34,709 | $1.17M | 0.54% | +34,709 | New |
| Sepio Capital, LP | 34,734 | $1.17M | 0.10% | −4,358−11.1% | Reduced |
| Financial Advocates Investment Management | 34,815 | $1.17M | 0.08% | +3,681+11.8% | Added |
| 3Chopt Investment Partners, LLC | 34,819 | $1.17M | 0.43% | +541+1.6% | Added |
| Princeton Capital Management LLC | 35,010 | $1.18M | 0.47% | −728−2.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 35,059 | $1.18M | 0.48% | +35,059 | New |
| Provenance Wealth Advisors, LLC | 35,088 | $1.18M | 0.16% | +890+2.6% | Added |
| City Holding Co | 35,102 | $1.18M | 0.19% | −6,461−15.5% | Reduced |
| Vident Advisory, LLC | 35,158 | $1.18M | 0.03% | −2,529−6.7% | Reduced |
| SignalPoint Asset Management, LLC | 35,166 | $1.18M | 0.35% | −388−1.1% | Reduced |
| LVW Advisors, LLC | 35,269 | $1.19M | 0.22% | +17,221+95.4% | Added |
| Coastal Bridge Advisors, LLC | 35,325 | $1.19M | 0.30% | −4,316−10.9% | Reduced |
| Full Sail Capital, LLC | 35,380 | $1.19M | 0.09% | +2,852+8.8% | Added |
| Curated Wealth Partners LLC | 35,401 | $1.19M | 0.19% | −455−1.3% | Reduced |
| Cape Ann Savings Bank | 35,077 | $1.19M | 0.79% | −194−0.6% | Reduced |
| Hartford Funds Management Co LLC | 35,613 | $1.20M | 0.12% | +5,968+20.1% | Added |
| Burke & Herbert Bank & Trust Co | 35,625 | $1.20M | 0.86% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 35,665 | $1.20M | 0.07% | −156−0.4% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $1.20M | 0.96% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 35,766 | $1.20M | 0.64% | −194−0.5% | Reduced |
| Geneos Wealth Management Inc. | 35,823 | $1.21M | 0.06% | −169−0.5% | Reduced |
| US Asset Management LLC | 35,905 | $1.21M | 1.20% | +35,905 | New |
| Fee-Only Financial Planning, L.C. | 35,917 | $1.21M | 0.87% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 35,952 | $1.21M | 0.68% | −54−0.1% | Reduced |
| Blue Edge Capital, LLC | 36,059 | $1.21M | 0.23% | 00.0% | Unchanged |
| TLWM | 36,143 | $1.22M | 0.29% | +167+0.5% | Added |
| Iams Wealth Management, LLC | 36,166 | $1.22M | 0.79% | −1,097−2.9% | Reduced |
| MCF Advisors LLC | 36,232 | $1.22M | 0.10% | +2,206+6.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.22M | 0.32% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 36,252 | $1.22M | 0.52% | −3,894−9.7% | Reduced |
| Burns J W & Co Inc | 36,265 | $1.22M | 0.18% | −8,822−19.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 36,304 | $1.22M | 0.45% | +24,480+207.0% | Added |
| IFG Advisory, LLC | 36,473 | $1.23M | 0.09% | +157+0.4% | Added |
| Mill Capital Management, LLC | 36,601 | $1.23M | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 36,727 | $1.24M | 0.11% | −16,007−30.4% | Reduced |
| Woodward Diversified Capital, LLC | 36,780 | $1.24M | 0.78% | −342−0.9% | Reduced |
| Midland Wealth Advisors LLC | 36,960 | $1.24M | 0.09% | +36,960 | New |
| Tobam | 37,197 | $1.25M | 0.11% | +3,100+9.1% | Added |
| Dorchester Wealth Management Co | 37,232 | $1.25M | 0.23% | −1,210−3.1% | Reduced |
| Symmetry Partners, LLC | 37,009 | $1.25M | 0.07% | −9,364−20.2% | Reduced |
| Centaurus Financial, Inc. | 37,307 | $1.26M | 0.10% | −2,026−5.2% | Reduced |
| Millennium Capital Advisors, LLC | 37,413 | $1.26M | 0.96% | +20+0.1% | Added |
| MeadowBrook Investment Advisors LLC | 37,478 | $1.26M | 1.20% | +37,478 | New |
| Rehmann Capital Advisory Group | 37,490 | $1.26M | 0.10% | +411+1.1% | Added |
| First National Bank & Trust Co of Newtown | 37,514 | $1.26M | 0.27% | −198−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 37,562 | $1.26M | 0.23% | −3,885−9.4% | Reduced |
| Schulhoff & Co Inc | 37,599 | $1.27M | 0.60% | +160.0% | Added |
| Prudent Man Advisors, LLC | 37,791 | $1.27M | 0.47% | −1,864−4.7% | Reduced |
| RMR Wealth Builders | 37,933 | $1.28M | 0.18% | +7,422+24.3% | Added |
| Cullen Investment Group, Ltd. | 38,038 | $1.28M | 0.22% | +38,038 | New |
| Strategic Advisors LLC | 38,125 | $1.28M | 0.24% | −2,199−5.5% | Reduced |
| Biltmore Family Office, LLC | 38,150 | $1.28M | 0.26% | +533+1.4% | Added |
| Strategic Planning Group, LLC | 38,176 | $1.29M | 0.43% | +38,176 | New |
| Fort Sheridan Advisors LLC | 38,244 | $1.29M | 0.26% | +594+1.6% | Added |
| Boomfish Wealth Group, LLC | 38,436 | $1.29M | 0.93% | +38,436 | New |
| Pinnacle Wealth Planning Services, Inc. | 38,463 | $1.30M | 0.20% | +5,279+15.9% | Added |
| Earnest Partners LLC | 38,590 | $1.30M | 0.01% | −723−1.8% | Reduced |
| Pinnacle Holdings, LLC | 38,693 | $1.30M | 0.54% | +192+0.5% | Added |
| Credential Qtrade Securities Inc. | 38,991 | $1.31M | 0.08% | −930−2.3% | Reduced |
| Jupiter Wealth Management LLC | 39,000 | $1.31M | 0.77% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 39,091 | $1.32M | 0.62% | +40.0% | Added |
| Mosaic Family Wealth Partners, LLC | 39,124 | $1.32M | 0.23% | +746+1.9% | Added |
| Stoneridge Investment Partners LLC | 39,130 | $1.32M | 0.55% | +39,130 | New |
| Beverly Hills Private Wealth, LLC | 39,305 | $1.32M | 0.35% | −4,986−11.3% | Reduced |
| Coastwise Capital Group, LLC | 39,370 | $1.33M | 1.35% | −1,426−3.5% | Reduced |
| GYL Financial Synergies, LLC | 39,536 | $1.33M | 0.11% | +387+1.0% | Added |
| E&G Advisors, LP | 39,597 | $1.33M | 0.47% | −400−1.0% | Reduced |
| Penserra Capital Management LLC | 39,708 | $1.33M | 0.03% | −6,763−14.6% | Reduced |
| Schear Investment Advisers, LLC | 39,662 | $1.34M | 1.29% | −2,040−4.9% | Reduced |
| Weaver Capital Management LLC | 39,674 | $1.34M | 0.54% | +39,674 | New |
| Mathes Company, Inc. | 39,700 | $1.34M | 0.55% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 39,769 | $1.34M | 0.26% | +2,518+6.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 39,387 | $1.34M | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 39,802 | $1.34M | 0.30% | +39,802 | New |
| Shufro Rose & Co LLC | 48,949 | $1.34M | 0.13% | −1,510−3.0% | Reduced |
| Buckingham Strategic Partners | 39,831 | $1.34M | 0.06% | −29,076−42.2% | Reduced |
| Global Financial Private Client, LLC | 39,871 | $1.34M | 0.63% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 39,949 | $1.35M | 0.08% | −360,264−90.0% | Reduced |
| Proequities, Inc. | 39,977 | $1.35M | 0.10% | −872−2.1% | Reduced |
| Grand Jean Capital Management Inc | 40,000 | $1.35M | 0.40% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 40,000 | $1.35M | 0.03% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.35M | 0.61% | 00.0% | Unchanged |
| MSA Advisors, LLC | 40,000 | $1.35M | 0.47% | +40,000 | New |
| Concord Asset Management, LLC | 40,013 | $1.35M | 0.40% | +9,890+32.8% | Added |