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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 3,228 | $108.7K | 0.07% | +6+0.2% | Added |
| Manitou Investment Management Ltd. | 3,375 | $113.6K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 3,408 | $114.8K | 0.07% | +3,408 | New |
| Motco | 3,418 | $115.1K | 0.01% | +211+6.6% | Added |
| MB, Levis & Associates, LLC | 3,432 | $115.6K | 0.07% | +26+0.8% | Added |
| ORG Partners LLC | 3,509 | $118.2K | 0.02% | −7,754−68.8% | Reduced |
| O'Dell Group, LLC | 3,592 | $120.9K | 0.03% | +3,592 | New |
| Core Alternative Capital | 3,621 | $121.9K | 0.02% | −411−10.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,640 | $122.5K | 0.05% | −1,672−31.5% | Reduced |
| West Oak Capital, LLC | 3,785 | $124.0K | 0.06% | +300+8.6% | Added |
| SJS Investment Consulting Inc. | 4,030 | $135.7K | 0.03% | −92−2.2% | Reduced |
| BKM Wealth Management, LLC | 4,030 | $135.7K | 0.06% | +4,030 | New |
| Atticus Wealth Management, LLC | 4,181 | $140.8K | 0.05% | +146+3.6% | Added |
| FSA Wealth Management LLC | 4,189 | $141.0K | 0.07% | +4,189 | New |
| Resurgent Financial Advisors LLC | 4,292 | $144.5K | 0.09% | −105−2.4% | Reduced |
| Norwood Financial Corp | 4,312 | $145.1K | 0.22% | +45+1.1% | Added |
| Retirement Group, LLC | 4,317 | $145.3K | 0.06% | +10.0% | Added |
| REAP Financial Group, LLC | 4,365 | $147.0K | 0.04% | +4,365 | New |
| Blue Bell Private Wealth Management, LLC | 4,390 | $147.8K | 0.04% | +186+4.4% | Added |
| Center for Financial Planning, Inc. | 4,447 | $149.7K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,519 | $152.2K | 0.11% | +10.0% | Added |
| Ritter Daniher Financial Advisory LLC | 4,554 | $153.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,618 | $155.5K | 0.06% | +13+0.3% | Added |
| Nemes Rush Group LLC | 4,634 | $156.0K | 0.03% | +26+0.6% | Added |
| Delta Accumulation, LLC | 5,456 | $156.5K | 1.73% | +47+0.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,665 | $157.1K | 0.07% | +95+2.1% | Added |
| A.P. Gilfoyle & Co., L.P. | 450 | $159.9K | 29.75% | +450 | New |
| Monetary Management Group Inc | 4,750 | $159.9K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,759 | $160.2K | 0.17% | +4,759 | New |
| RFP Financial Group LLC | 4,789 | $161.3K | 0.07% | +440+10.1% | Added |
| Pittenger & Anderson Inc | 4,811 | $162.0K | 0.01% | +3,251+208.4% | Added |
| Investment Research & Advisory Group, Inc. | 4,836 | $162.8K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4,839 | $162.9K | 0.07% | −6−0.1% | Reduced |
| Laffer Tengler Investments | 4,846 | $163.2K | 0.04% | +196+4.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 4,854 | $163.4K | 0.04% | +4,854 | New |
| Greenwood Gearhart Inc | 4,890 | $164.6K | 0.02% | −4,000−45.0% | Reduced |
| Godsey & Gibb Associates | 4,928 | $165.9K | 0.02% | −1,587−24.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 4,937 | $166.2K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 4,949 | $166.6K | 0.12% | −159−3.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 4,956 | $166.9K | 0.02% | +4,956 | New |
| Beacon Capital Management, LLC | 6,114 | $167.4K | 0.05% | −2,407−28.2% | Reduced |
| First United Bank Trust | 5,022 | $169.1K | 0.07% | +5,022 | New |
| First Pacific Financial | 5,030 | $169.4K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,042 | $169.8K | 0.05% | −100−1.9% | Reduced |
| Versant Capital Management, Inc | 5,064 | $170.5K | 0.05% | −2,155−29.9% | Reduced |
| Syntax Research, Inc. | 5,145 | $173.2K | 0.14% | +11+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,147 | $173.3K | 0.03% | −617−10.7% | Reduced |
| Peoples Bank | 5,250 | $176.7K | 0.14% | −200−3.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,394 | $181.6K | 0.08% | +5,394 | New |
| Hoese & Co LLP | 6,030 | $183.8K | 0.18% | −570−8.6% | Reduced |
| CVA Family Office, LLC | 5,511 | $185.6K | 0.04% | −8,677−61.2% | Reduced |
| Main Street Group, LTD | 5,518 | $185.8K | 0.06% | +5,518 | New |
| Elgethun Capital Management | 5,526 | $186.0K | 0.05% | +559+11.3% | Added |
| Voisard Asset Management Group, Inc. | 5,567 | $187.4K | 0.11% | +5,567 | New |
| Slocum, Gordon & Co LLP | 5,571 | $187.6K | 0.16% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,588 | $188.2K | 0.02% | +10+0.2% | Added |
| Lee Financial Co | 5,685 | $191.4K | 0.03% | +4,449+360.0% | Added |
| Harvest Fund Management Co., Ltd | 5,774 | $194.0K | 0.03% | −621−9.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,788 | $195.0K | 0.12% | +5,788 | New |
| MUFG Securities EMEA plc | 5,815 | $195.8K | 0.02% | −3,422−37.0% | Reduced |
| JCIC Asset Management Inc. | 5,815 | $195.8K | 0.09% | −196−3.3% | Reduced |
| Abound Wealth Management | 5,929 | $199.6K | 0.08% | −54−0.9% | Reduced |
| Diametric Capital, LP | 5,952 | $200.4K | 0.12% | +5,952 | New |
| Ahl Investment Management, Inc. | 5,952 | $200.4K | 0.16% | +5,952 | New |
| Harbour Trust & Investment Management Co | 5,953 | $200.4K | 0.03% | +5,953 | New |
| Osborne Partners Capital Management, LLC | 5,955 | $200.5K | 0.01% | +5,955 | New |
| Plante Moran Financial Advisors, LLC | 5,967 | $200.9K | 0.02% | +100+1.7% | Added |
| Norris Perne & French LLP | 5,992 | $201.8K | 0.02% | +5,992 | New |
| Gsa Capital Partners LLP | 6,013 | $202.0K | 0.02% | +6,013 | New |
| Palisade Capital Management LLC | 6,000 | $202.0K | 0.01% | +6,000 | New |
| Bank Pictet & Cie (Asia) Ltd | 6,000 | $202.0K | 0.05% | +6,000 | New |
| Infrastructure Capital Advisors, LLC | 6,000 | $202.0K | 0.03% | +6,000 | New |
| Trail Ridge Investment Advisors, LLC | 6,012 | $202.4K | 0.12% | +6,012 | New |
| StrategIQ Financial Group, LLC | 6,024 | $202.8K | 0.02% | +6,024 | New |
| Vishria Bird Financial Group, LLC | 6,024 | $203.0K | 0.10% | +6,024 | New |
| Fielder Capital Group LLC | 6,036 | $203.2K | 0.12% | +6,036 | New |
| Meridian Financial, LLC | 6,049 | $203.7K | 0.16% | +6,049 | New |
| Sunburst Financial Group, LLC | 6,059 | $204.0K | 0.06% | +6,059 | New |
| Cove Private Wealth, LLC | 6,075 | $204.5K | 0.19% | +6,075 | New |
| TL Private Wealth | 6,076 | $204.6K | 0.11% | +6,076 | New |
| Elevatus Welath Management | 6,080 | $204.7K | 0.09% | +6,080 | New |
| Alhambra Investment Partners LLC | 6,087 | $204.9K | 0.12% | +6,087 | New |
| Swisher Financial Concepts, Inc. | 6,394 | $205.0K | 0.20% | +6,394 | New |
| MPS Loria Financial Planners, LLC | 6,090 | $205.1K | 0.07% | +6,090 | New |
| Mountain Capital Investment Advisors, Inc | 6,006 | $205.2K | 0.07% | +6,006 | New |
| Breed's Hill Capital LLC | 6,104 | $205.5K | 0.20% | +6,104 | New |
| ForthRight Wealth Management, LLC | 6,112 | $205.8K | 0.08% | +6,112 | New |
| Southern Capital Advisors, LLC | 6,113 | $205.8K | 0.15% | +6,113 | New |
| Foster Group, Inc. | 7,520 | $205.9K | 0.01% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 6,135 | $206.6K | 0.08% | +6,135 | New |
| Butensky & Cohen Financial Security, Inc | 6,150 | $207.1K | 0.07% | +6,150 | New |
| Ballast Advisors LLC | 6,157 | $207.3K | 0.08% | +6,157 | New |
| Tucker Asset Management LLC | 6,163 | $207.5K | 0.05% | +302+5.2% | Added |
| Pacific Center for Financial Services | 6,184 | $208.2K | 0.07% | +7+0.1% | Added |
| Integrity Wealth Solutions LLC | 6,191 | $208.5K | 0.14% | +6,191 | New |
| Scott Capital Advisors, LLC | 6,200 | $208.7K | 0.07% | +6,200 | New |
| Cape Cod Five Cents Savings Bank | 6,210 | $209.1K | 0.02% | −6,378−50.7% | Reduced |
| JFS Wealth Advisors, LLC | 6,215 | $209.2K | 0.02% | −137−2.2% | Reduced |
| First Nebraska Trust Co | 6,232 | $209.8K | 0.02% | −1,622−20.7% | Reduced |
| Professional Advisory Services Inc | 6,242 | $210.0K | 0.03% | +6,242 | New |