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 |
|---|---|---|---|---|---|
| RDA Financial Network | 40,075 | $1.35M | 0.51% | +443+1.1% | Added |
| Hikari Power Ltd | 40,240 | $1.35M | 0.13% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 40,298 | $1.36M | 0.60% | −4,971−11.0% | Reduced |
| Select Asset Management & Trust | 40,342 | $1.36M | 0.67% | −1,598−3.8% | Reduced |
| Chicago Partners Investment Group LLC | 41,307 | $1.36M | 0.06% | −9,987−19.5% | Reduced |
| Sovereign Financial Group, Inc. | 40,507 | $1.36M | 0.42% | +213+0.5% | Added |
| Marcum Wealth, LLC | 40,527 | $1.36M | 0.15% | −5,667−12.3% | Reduced |
| GeoWealth Management, LLC | 40,633 | $1.37M | 0.11% | +31,226+331.9% | Added |
| Greenfield Savings Bank | 40,644 | $1.37M | 0.79% | +172+0.4% | Added |
| Bragg Financial Advisors, Inc | 40,661 | $1.37M | 0.07% | −4,101−9.2% | Reduced |
| Pegasus Partners Ltd. | 40,812 | $1.37M | 0.16% | −302−0.7% | Reduced |
| LifePro Asset Management | 40,867 | $1.38M | 1.06% | +13,020+46.8% | Added |
| Norden Group LLC | 40,940 | $1.38M | 0.24% | +7,243+21.5% | Added |
| Mitchell Sinkler & Starr | 40,974 | $1.38M | 0.25% | +375+0.9% | Added |
| Kahn Brothers Group Inc | 40,985 | $1.38M | 0.22% | +2,912+7.6% | Added |
| Lineweaver Wealth Advisors, LLC | 41,126 | $1.38M | 0.36% | +7,761+23.3% | Added |
| Wynn Capital, LLC | 41,210 | $1.39M | 1.13% | +41,210 | New |
| MWA Asset Management | 41,228 | $1.39M | 1.15% | +2,175+5.6% | Added |
| White Pine Capital LLC | 41,323 | $1.39M | 0.54% | −1,722−4.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 41,328 | $1.39M | 0.12% | −1,082−2.6% | Reduced |
| Aire Advisors, LLC | 41,425 | $1.39M | 0.35% | +22+0.1% | Added |
| Chiron Capital Management, LLC | 41,448 | $1.40M | 1.21% | −8,474−17.0% | Reduced |
| Channing Global Advisors, LLC | 41,484 | $1.40M | 1.09% | +12,479+43.0% | Added |
| WBH Advisory Inc | 41,563 | $1.40M | 0.16% | −1,318−3.1% | Reduced |
| Bouchey Financial Group Ltd | 41,632 | $1.40M | 0.15% | +254+0.6% | Added |
| Csenge Advisory Group | 41,648 | $1.40M | 0.09% | −16,591−28.5% | Reduced |
| Strategic Advocates LLC | 41,653 | $1.40M | 0.60% | +722+1.8% | Added |
| Magnus Financial Group LLC | 41,655 | $1.40M | 0.18% | −2,217−5.1% | Reduced |
| Wealthsource Partners, LLC | 41,701 | $1.40M | 0.09% | −3,215−7.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,864 | $1.41M | 0.59% | +74+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 42,006 | $1.41M | 0.97% | −77−0.2% | Reduced |
| Boston Trust Walden Corp | 42,041 | $1.42M | 0.01% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 42,261 | $1.42M | 0.62% | +42,261 | New |
| SkyOak Wealth, LLC | 42,395 | $1.43M | 0.37% | −2,160−4.8% | Reduced |
| RB Capital Management, LLC | 42,396 | $1.43M | 0.41% | −874−2.0% | Reduced |
| InTrack Investment Management Inc | 42,434 | $1.43M | 1.07% | −448−1.0% | Reduced |
| Sunesis Advisors, LLC | 42,445 | $1.43M | 0.87% | −246−0.6% | Reduced |
| May Barnhard Investments LLC | 42,496 | $1.43M | 0.74% | +42,496 | New |
| OV Management LLC | 42,500 | $1.43M | 1.18% | +42,500 | New |
| Smithfield Trust Co | 42,414 | $1.43M | 0.08% | −8,708−17.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 42,596 | $1.43M | 0.84% | −3,264−7.1% | Reduced |
| Quotient Wealth Partners, LLC | 42,620 | $1.44M | 0.06% | +42,620 | New |
| Wrapmanager Inc | 42,659 | $1.44M | 0.42% | −166−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 42,686 | $1.44M | 0.02% | −49,418−53.7% | Reduced |
| McIlrath & Eck, LLC | 42,709 | $1.44M | 0.25% | +901+2.2% | Added |
| Westside Investment Management, Inc. | 42,751 | $1.44M | 0.37% | −2,050−4.6% | Reduced |
| Oarsman Capital, Inc. | 42,958 | $1.45M | 0.38% | −2,477−5.5% | Reduced |
| Ballast, Inc. | 43,104 | $1.45M | 0.50% | +1,381+3.3% | Added |
| Financial Partners Group, LLC | 43,201 | $1.45M | 0.66% | +43,201 | New |
| Arkadios Wealth Advisors | 43,228 | $1.46M | 0.12% | −25,475−37.1% | Reduced |
| Desjardins Global Asset Management Inc. | 43,317 | $1.46M | 0.16% | −9,941−18.7% | Reduced |
| Intellectus Partners, LLC | 43,338 | $1.46M | 0.42% | +180.0% | Added |
| FLC Capital Advisors | 43,563 | $1.47M | 0.40% | −6,074−12.2% | Reduced |
| Brady Family Wealth, LLC | 43,852 | $1.48M | 0.51% | −2,618−5.6% | Reduced |
| Ramirez Asset Management, Inc. | 43,961 | $1.48M | 0.30% | 00.0% | Unchanged |
| Falcon Wealth Planning | 44,109 | $1.49M | 0.26% | +254+0.6% | Added |
| Legacy Advisors, LLC | 44,244 | $1.49M | 0.19% | +3,566+8.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 44,456 | $1.50M | 0.04% | +915+2.1% | Added |
| Payden & Rygel | 44,600 | $1.50M | 0.11% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 44,647 | $1.50M | 0.30% | +22,809+104.4% | Added |
| NBW Capital LLC | 44,649 | $1.50M | 0.33% | +23,907+115.3% | Added |
| Worth Venture Partners, LLC | 44,667 | $1.50M | 0.82% | +2,263+5.3% | Added |
| Advisor OS, LLC | 44,693 | $1.50M | 0.20% | +1,751+4.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 44,800 | $1.51M | 0.46% | −3,100−6.5% | Reduced |
| One Charles Private Wealth Services, LLC | 44,846 | $1.51M | 0.80% | −100.0% | Reduced |
| PFG Investments, LLC | 44,999 | $1.52M | 0.28% | +415+0.9% | Added |
| Syon Capital LLC | 45,133 | $1.52M | 0.16% | +1,308+3.0% | Added |
| Charles Carroll Financial Partners, LLC | 45,139 | $1.52M | 1.64% | −8,350−15.6% | Reduced |
| CRA Financial Services, LLC | 45,159 | $1.52M | 0.37% | −1,322−2.8% | Reduced |
| Capital Markets Trading UK LLP | 45,574 | $1.53M | 1.13% | +45,574 | New |
| Adell Harriman & Carpenter Inc | 45,756 | $1.54M | 0.14% | +3,375+8.0% | Added |
| Coombe, Bender & Co LLC | 45,778 | $1.54M | 0.96% | −14,507−24.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,038 | $1.55M | 0.17% | −1,522−3.2% | Reduced |
| Mayflower Financial Advisors, LLC | 298,710 | $1.55M | 0.21% | −589−0.2% | Reduced |
| Cowa, LLC | 46,123 | $1.55M | 0.97% | +5,209+12.7% | Added |
| Flagship Harbor Advisors, LLC | 46,165 | $1.55M | 0.11% | −3,405−6.9% | Reduced |
| IMS Capital Management | 46,241 | $1.56M | 0.76% | +15,450+50.2% | Added |
| Palogic Value Management, L.P. | 46,253 | $1.56M | 0.69% | +2,027+4.6% | Added |
| Regal Investment Advisors LLC | 46,278 | $1.56M | 0.12% | −4,929−9.6% | Reduced |
| Kingfisher Capital LLC | 46,294 | $1.56M | 0.41% | −58,782−55.9% | Reduced |
| Dohj, LLC | 46,372 | $1.56M | 0.46% | −8,447−15.4% | Reduced |
| Aspiriant, LLC | 46,404 | $1.56M | 0.07% | +495+1.1% | Added |
| Martin & Co Inc | 46,425 | $1.56M | 0.39% | −2,415−4.9% | Reduced |
| Visionary Wealth Advisors | 46,574 | $1.57M | 0.12% | −2,354−4.8% | Reduced |
| Atlas Brown,Inc. | 46,685 | $1.57M | 0.65% | +426+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,694 | $1.57M | 0.05% | −5,348−10.3% | Reduced |
| Parkside Financial Bank & Trust | 46,702 | $1.57M | 0.29% | −2,567−5.2% | Reduced |
| Greytown Advisors Inc. | 46,918 | $1.58M | 0.86% | +70.0% | Added |
| Guardian Wealth Advisors, LLC | 46,922 | $1.58M | 0.24% | +952+2.1% | Added |
| American Capital Advisory, LLC | 46,926 | $1.58M | 1.13% | +46,926 | New |
| Herold Advisors, Inc. | 47,093 | $1.59M | 0.44% | +661+1.4% | Added |
| Buckley Wealth Management, LLC | 47,103 | $1.59M | 0.55% | −1,340−2.8% | Reduced |
| CWA Asset Management Group, LLC | 47,246 | $1.59M | 0.11% | +9,626+25.6% | Added |
| Burney Co | 47,402 | $1.60M | 0.07% | −190.0% | Reduced |
| Busey Wealth Management | 47,452 | $1.60M | 0.06% | −2,511−5.0% | Reduced |
| Probity Advisors, Inc. | 47,482 | $1.60M | 0.35% | −1,108−2.3% | Reduced |
| Nebula Research & Development LLC | 47,513 | $1.60M | 0.48% | +47,513 | New |
| Texas Capital Bank Wealth Management Services Inc | 47,539 | $1.60M | 0.19% | −46,034−49.2% | Reduced |
| Excalibur Management Corp | 47,563 | $1.60M | 0.75% | −320−0.7% | Reduced |
| Gratus Wealth Advisors, LLC | 47,602 | $1.60M | 0.32% | +47,602 | New |