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
- 2,860
- +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 | 3,620 | $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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 6,238 | $210.0K | 0.01% | −6,334−50.4% | Reduced |
| Sterling Group Wealth Management, LLC | 6,238 | $210.0K | 0.16% | +6,238 | New |
| Little House Capital LLC | 6,262 | $210.8K | 0.08% | +6,262 | New |
| Marotta Asset Management | 6,266 | $211.0K | 0.05% | +6,266 | New |
| Covestor Ltd | 6,252 | $211.0K | 0.14% | +2,119+51.3% | Added |
| Royal Capital Wealth Management, LLC | 6,276 | $211.3K | 0.18% | +6,276 | New |
| Private Wealth Management Group, LLC | 6,279 | $211.4K | 0.10% | +6,279 | New |
| Rain Capital Management, LLC | 6,280 | $211.5K | 0.15% | +6,280 | New |
| Hengehold Capital Management LLC | 6,294 | $211.9K | 0.03% | +6,294 | New |
| Northwest Wealth Management, LLC | 6,325 | $213.0K | 0.06% | +6,325 | New |
| Cora Capital Advisors LLC | 6,326 | $213.0K | 0.13% | +6,326 | New |
| Powell Investment Advisors, LLC | 6,326 | $213.0K | 0.12% | 00.0% | Unchanged |
| W Advisors, LLC | 6,380 | $214.8K | 0.16% | +6,380 | New |
| Catalina Capital Group, LLC | 6,388 | $215.1K | 0.17% | +6,388 | New |
| West Wealth Group, LLC | 6,410 | $215.8K | 0.09% | +6,410 | New |
| Peak Asset Management, LLC | 6,430 | $216.5K | 0.05% | +6,430 | New |
| American Money Management, LLC | 6,443 | $216.9K | 0.05% | +6,443 | New |
| Fountainhead AM, LLC | 6,449 | $217.2K | 0.06% | +6,449 | New |
| Arden Trust Co | 6,462 | $217.6K | 0.03% | −2,346−26.6% | Reduced |
| Eisler Capital (UK) Ltd. | 6,465 | $217.7K | 0.02% | −437,516−98.5% | Reduced |
| JSF Financial, LLC | 6,472 | $217.9K | 0.08% | +6,472 | New |
| Clarity Financial LLC | 6,473 | $217.9K | 0.04% | +6,473 | New |
| Fermata Advisors, LLC | 6,493 | $218.6K | 0.05% | −1,429−18.0% | Reduced |
| Matrix Private Capital Group LLC | 6,505 | $219.0K | 0.17% | +6,505 | New |
| Arcus Capital Partners, LLC | 6,507 | $219.1K | 0.08% | +6,507 | New |
| Snider Financial Group | 6,510 | $219.2K | 0.10% | −41,428−86.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 6,514 | $219.3K | 0.05% | +6,514 | New |
| Modus Advisors, LLC | 6,520 | $219.5K | 0.09% | +6,520 | New |
| Collective Family Office LLC | 6,522 | $219.6K | 0.08% | +6,522 | New |
| Patriot Investment Management Inc. | 6,532 | $219.9K | 0.02% | +6,532 | New |
| Hunter Associates Investment Management LLC | 6,538 | $220.0K | 0.04% | +6,538 | New |
| Prosperitas Financial LLC | 6,534 | $220.0K | 0.16% | −4,255−39.4% | Reduced |
| Savvy Advisors, Inc. | 6,537 | $220.1K | 0.21% | +6,537 | New |
| Traverso Chambers Private Wealth Management, LLC | 6,553 | $220.6K | 0.05% | +6,553 | New |
| WealthBridge Capital Management, LLC | 6,565 | $221.0K | 0.08% | +6,565 | New |
| SNS Financial Group, LLC | 6,588 | $221.8K | 0.03% | +6,588 | New |
| Steigerwald, Gordon & Koch Inc. | 6,594 | $222.0K | 0.03% | +6,594 | New |
| BlackDiamond Wealth Management Inc. | 6,751 | $222.7K | 0.16% | +6,751 | New |
| Main Street Research LLC | 6,629 | $223.2K | 0.02% | +6,629 | New |
| Future Financial Wealth Managment LLC | 6,631 | $223.3K | 0.22% | +6,631 | New |
| Jackson, Grant Investment Advisers, Inc. | 6,632 | $223.3K | 0.10% | +10.0% | Added |
| Tranquilli Financial Advisor LLC | 6,638 | $223.5K | 0.16% | −1,474−18.2% | Reduced |
| Great Waters Wealth Management | 6,667 | $223.5K | 0.04% | +6,667 | New |
| Investment Advisory Group, LLC | 6,648 | $223.8K | 0.10% | +6,648 | New |
| Simplicity Wealth,LLC | 6,652 | $224.0K | 0.09% | +6,652 | New |
| Investment Partners, Ltd. | 6,658 | $224.2K | 0.11% | +6,658 | New |
| Gerber, LLC | 6,670 | $224.6K | 0.20% | +6,670 | New |
| Tompkins Financial Corp | 6,674 | $224.7K | 0.03% | −1,300−16.3% | Reduced |
| Nvest Financial, LLC | 6,700 | $225.6K | 0.18% | +6,700 | New |
| Montz Harcus Wealth Management LLC | 6,729 | $226.6K | 0.17% | +6,729 | New |
| Brio Consultants, LLC | 6,734 | $226.7K | 0.04% | +6,734 | New |
| Tandem Wealth Advisors LLC | 6,734 | $226.7K | 0.13% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,740 | $226.9K | 0.01% | +6,740 | New |
| Oak Hill Wealth Advisors, LLC | 6,747 | $227.2K | 0.08% | +6,747 | New |
| Invst, LLC | 6,894 | $227.8K | 0.03% | +6,894 | New |
| Wealth Advisors of Tampa Bay, LLC | 6,770 | $227.9K | 0.11% | −9,770−59.1% | Reduced |
| Indie Asset Partners, LLC | 6,776 | $228.1K | 0.21% | −898−11.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 6,778 | $228.2K | 0.17% | +6,778 | New |
| Empirical Asset Management, LLC | 6,788 | $228.6K | 0.19% | +6,788 | New |
| Powers Advisory Group, LLC | 6,819 | $229.6K | 0.14% | +6,819 | New |
| Tacita Capital Inc | 6,835 | $230.1K | 0.17% | −2,166−24.1% | Reduced |
| Lifestyle Asset Management, Inc. | 6,841 | $230.3K | 0.13% | −513−7.0% | Reduced |
| Silver Coast Investments LLC | 6,853 | $230.7K | 0.10% | +6,853 | New |
| Ellis Investment Partners, LLC | 6,854 | $230.8K | 0.05% | +6,854 | New |
| TSFG, LLC | 6,847 | $231.0K | 0.07% | +11+0.2% | Added |
| Radnor Capital Management, LLC | 6,855 | $231.0K | 0.04% | +6,855 | New |
| Norway Savings Bank | 6,868 | $231.2K | 0.10% | +6,868 | New |
| JJJ Advisors Inc. | 6,880 | $231.7K | 0.06% | +3,208+87.4% | Added |
| CenterStar Asset Management, LLC | 6,879 | $231.8K | 0.24% | −36,551−84.2% | Reduced |
| Bank Hapoalim BM | 6,885 | $232.0K | 0.03% | +6,885 | New |
| Sound Income Strategies, LLC | 6,928 | $233.3K | 0.02% | +1,255+22.1% | Added |
| Garrett Investment Advisors LLC | 6,929 | $233.3K | 0.03% | −2,816−28.9% | Reduced |
| Sterneck Capital Management, LLC | 6,951 | $234.1K | 0.15% | +6,951 | New |
| Lincoln Capital LLC | 6,965 | $234.5K | 0.06% | +6,965 | New |
| Lee Johnson Capital Management, LLC | 6,985 | $235.2K | 0.36% | −1,476−17.4% | Reduced |
| TriaGen Wealth Management LLC | 6,992 | $235.4K | 0.11% | −575−7.6% | Reduced |
| Cardiff Park Advisors, LLC | 7,005 | $235.9K | 0.03% | +7,005 | New |
| Aigen Investment Management, LP | 7,032 | $236.8K | 0.04% | +7,032 | New |
| Gould Asset Management LLC | 7,043 | $237.1K | 0.06% | +7,043 | New |
| My Personal CFO, LLC | 7,048 | $237.3K | 0.15% | +7,048 | New |
| Genesee Capital Advisors, LLC | 7,064 | $237.8K | 0.15% | +7,064 | New |
| Hummer Financial Advisory Services Inc | 7,092 | $238.8K | 0.22% | +7,092 | New |
| Alliance Wealth Advisors, LLC | 7,093 | $238.8K | 0.08% | +7,093 | New |
| RWM Asset Management, LLC | 7,067 | $238.9K | 0.04% | −748−9.6% | Reduced |
| UMA Financial Services, Inc. | 7,343 | $239.0K | 0.05% | +7,343 | New |
| Galvin, Gaustad & Stein, LLC | 7,105 | $239.2K | 0.02% | −830−10.5% | Reduced |
| Moseley Investment Management Inc | 7,119 | $239.7K | 0.13% | −691−8.8% | Reduced |
| F/M Investments LLC | 7,119 | $239.7K | 0.14% | +7,119 | New |
| Clark Financial Services Group Inc | 7,117 | $240.0K | 0.31% | +7,117 | New |
| NorthStar Asset Management LLC | 7,132 | $240.1K | 0.22% | +7,132 | New |
| Hills Bank & Trust Co | 7,158 | $241.0K | 0.02% | +366+5.4% | Added |
| Symphony Financial, Ltd. Co. | 7,505 | $241.2K | 0.05% | +7,505 | New |
| Granite Investment Partners, LLC | 7,172 | $241.5K | 0.01% | +7,172 | New |
| Maltin Wealth Management, Inc. | 7,182 | $241.8K | 0.15% | +7,182 | New |
| Abel Hall, LLC | 7,182 | $241.8K | 0.21% | +7,182 | New |
| Meridian Wealth Partners, LLC | 7,199 | $242.4K | 0.05% | +7,199 | New |
| Traveka Wealth, LLC | 7,206 | $242.6K | 0.12% | +7,206 | New |
| BHK Investment Advisors, LLC | 7,207 | $242.7K | 0.14% | −600−7.7% | Reduced |
| Independent Family Office, LLC | 7,219 | $243.1K | 0.14% | +7,219 | New |
| Weaver Consulting Group | 7,223 | $243.2K | 0.10% | +7,223 | New |