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; 3,619 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
- 2,860
- +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
- 1,283 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 | 3,619 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 964 | $32.5K | 0.02% | +436+82.6% | Added |
| Core Wealth Advisors, Inc. | 993 | $33.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 996 | $33.5K | 0.03% | +996 | New |
| Park Circle Co | 1,000 | $33.7K | 0.03% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,000 | $33.7K | 0.03% | +1,000 | New |
| Gordian Capital Singapore Pte Ltd | 1,001 | $33.7K | 0.03% | −14,160−93.4% | Reduced |
| Level Financial Advisors, Inc. | 1,004 | $33.8K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,028 | $34.6K | 0.00% | +1,028 | New |
| Global Trust Asset Management, LLC | 1,036 | $34.9K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 1,047 | $35.3K | 0.00% | −155−12.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,062 | $35.8K | 0.02% | +862+431.0% | Added |
| Aspect Partners, LLC | 1,134 | $38.2K | 0.02% | +1,134 | New |
| First Community Trust NA | 1,200 | $40.4K | 0.04% | −700−36.8% | Reduced |
| Live Oak Investment Partners | – | $41.2K | 0.04% | – | – |
| Clear Point Advisors Inc. | 1,233 | $41.5K | 0.04% | +1,233 | New |
| Roble, Belko & Company, Inc | 1,254 | $42.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,265 | $42.6K | 0.01% | −131−9.4% | Reduced |
| Twin Lakes Capital Management, LLC | 1,275 | $42.9K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,281 | $43.1K | 0.00% | +325+34.0% | Added |
| Raffa Wealth Management, LLC | 1,286 | $43.3K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,295 | $43.6K | 0.01% | +1,295 | New |
| Broadwater Capital Management LLC | 1,332 | $44.8K | 0.04% | +1,332 | New |
| Kiely Wealth Advisory Group, Inc. | 1,351 | $45.3K | 0.03% | +1,351 | New |
| Able Wealth Management LLC | 1,365 | $46.0K | 0.04% | +1,365 | New |
| Richardson Financial Services Inc. | 1,382 | $46.5K | 0.04% | +1,382 | New |
| Castleview Partners, LLC | 1,402 | $47.2K | 0.03% | +218+18.4% | Added |
| Carolina Wealth Advisors, LLC | 1,431 | $48.2K | 0.02% | −1,000−41.1% | Reduced |
| Birchbrook, Inc. | 1,436 | $48.3K | 0.03% | +1,436 | New |
| Oakmont Corp | 1,455 | $49.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,454 | $49.0K | 0.04% | +1,454 | New |
| Impact Partnership Wealth, LLC | 1,499 | $50.5K | 0.02% | −745−33.2% | Reduced |
| Hallmark Capital Management Inc | 1,500 | $50.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,508 | $50.8K | 0.01% | −980−39.4% | Reduced |
| Leonteq Securities AG | 1,515 | $51.0K | 0.01% | −245,150−99.4% | Reduced |
| Fairman Group, LLC | 1,535 | $51.7K | 0.05% | +1,535 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,616 | $54.4K | 0.01% | −1,512−48.3% | Reduced |
| Spotlight Asset Group, Inc. | 2,000 | $54.8K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,628 | $54.8K | 0.00% | −1,127−40.9% | Reduced |
| Timber Creek Capital Management LLC | 1,628 | $54.8K | 0.02% | −15−0.9% | Reduced |
| Loomis Sayles & Co L P | 1,637 | $55.0K | 0.00% | −307−15.8% | Reduced |
| Dividend Assets Capital, LLC | 1,625 | $55.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,662 | $56.0K | 0.01% | −38,118−95.8% | Reduced |
| Central Bank & Trust Co | 1,683 | $56.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,730 | $58.3K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,773 | $59.7K | 0.05% | −137−7.2% | Reduced |
| Stephens Consulting, LLC | 1,785 | $60.1K | 0.02% | −102−5.4% | Reduced |
| Northwest Capital Management Inc | 1,800 | $60.6K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,828 | $61.5K | 0.02% | +914+100.0% | Added |
| Signature Resources Capital Management, LLC | 1,852 | $62.4K | 0.06% | +1,852 | New |
| Tennessee Valley Asset Management Partners | 1,873 | $63.1K | 0.02% | +1,873 | New |
| Planning Capital Management Corp | 1,934 | $65.1K | 0.05% | +1,934 | New |
| Scarborough Advisors, LLC | 1,937 | $65.2K | 0.01% | +1,937 | New |
| EntryPoint Capital, LLC | 2,029 | $68.3K | 0.07% | +2,029 | New |
| Wolff Wiese Magana LLC | 2,076 | $69.9K | 0.07% | −430−17.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,090 | $70.4K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,127 | $71.6K | 0.02% | +13+0.6% | Added |
| Trust Co | 2,135 | $71.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,135 | $71.9K | 0.03% | +1,219+133.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,153 | $72.0K | 0.04% | +772+55.9% | Added |
| Grayhawk Investment Strategies Inc. | 2,197 | $74.0K | 0.04% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,236 | $75.3K | 0.06% | +2,236 | New |
| Advantage Trust Co | 2,250 | $75.8K | 0.06% | +2,250 | New |
| Wellington Shields & Co., LLC | 2,298 | $77.4K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,357 | $79.4K | 0.03% | −8−0.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,403 | $80.9K | 0.06% | −1,000−29.4% | Reduced |
| HBC Financial Services, PLLC | 2,498 | $84.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,484 | $84.0K | 0.02% | +287+13.1% | Added |
| TFC Financial Management | 2,528 | $85.1K | 0.02% | −35−1.4% | Reduced |
| EdgeRock Capital LLC | 2,547 | $85.2K | 0.06% | +2,547 | New |
| Riggs Asset Managment Co. Inc. | 2,574 | $86.7K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,583 | $87.0K | 0.03% | +6+0.2% | Added |
| Naples Money Management LLC | 2,617 | $88.1K | 0.08% | +2,617 | New |
| Horizons Wealth Management | 2,655 | $89.4K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 2,662 | $90.0K | 0.03% | +98+3.8% | Added |
| Rocky Mountain Advisers, LLC | 2,681 | $90.3K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,688 | $90.5K | 0.03% | −1,330−33.1% | Reduced |
| Indiana Trust & Investment Management CO | 2,800 | $94.3K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 2,831 | $95.3K | 0.06% | +2,831 | New |
| Costello Asset Management, INC | 2,839 | $95.6K | 0.08% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,843 | $95.7K | 0.01% | +385+15.7% | Added |
| Pineridge Advisors LLC | 2,853 | $96.1K | 0.03% | +2,853 | New |
| Avalon Trust Co | 2,896 | $97.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,946 | $99.0K | 0.00% | −121−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,943 | $99.1K | 0.00% | −72,588−96.1% | Reduced |
| Sachetta, LLC | 2,980 | $100.3K | 0.05% | +2,980 | New |
| Arlington Partners LLC | 3,000 | $101.0K | 0.03% | +3,000 | New |
| Atlas Capital Advisors LLC | 3,039 | $102.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 3,041 | $102.4K | 0.03% | +3,041 | New |
| Dougherty Wealth Advisers LLC | 3,055 | $102.9K | 0.09% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 3,081 | $103.7K | 0.05% | +2+0.1% | Added |
| Elkhorn Partners Limited Partnership | 3,100 | $104.0K | 0.07% | −500−13.9% | Reduced |
| Financial Connections Group, Inc. | 3,113 | $104.0K | 0.07% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 3,100 | $104.4K | 0.06% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3,107 | $104.6K | 0.01% | +3,107 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,162 | $106.0K | 0.03% | −2,307−42.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 3,145 | $106.0K | 0.07% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,166 | $106.6K | 0.01% | −543−14.6% | Reduced |
| Institutional & Family Asset Management, LLC | 3,196 | $107.6K | 0.02% | +2,111+194.6% | Added |
| BOK Financial Private Wealth, Inc. | 3,199 | $107.7K | 0.01% | −2,556−44.4% | Reduced |
| Canton Hathaway, LLC | 3,208 | $108.0K | 0.03% | 00.0% | Unchanged |