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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 7,223 | $243.2K | 0.08% | −7,781−51.9% | Reduced |
| Sentry LLC | 7,231 | $243.5K | 0.05% | +7,231 | New |
| Cooper Financial Group | 7,249 | $244.1K | 0.04% | +7,249 | New |
| American Trust | 7,261 | $244.5K | 0.02% | +7,261 | New |
| Ironwood Investment Management LLC | 7,265 | $244.6K | 0.13% | +7,265 | New |
| Intergy Private Wealth, LLC | 7,273 | $244.9K | 0.11% | +7,273 | New |
| Occidental Asset Management, LLC | 7,278 | $245.1K | 0.05% | −133−1.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 7,300 | $245.8K | 0.09% | −1,000−12.0% | Reduced |
| Baker Ellis Asset Management LLC | 7,305 | $246.0K | 0.04% | −200−2.7% | Reduced |
| Capital Advisors, Ltd. LLC | 7,305 | $246.0K | 0.03% | −550−7.0% | Reduced |
| Five Oceans Advisors | 7,314 | $246.3K | 0.14% | +7,314 | New |
| Navis Wealth Advisors, LLC | 7,317 | $246.4K | 0.32% | −800−9.9% | Reduced |
| Sharper & Granite LLC | 7,330 | $246.8K | 0.13% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 7,351 | $247.5K | 0.12% | +7,351 | New |
| Rainey & Randall Investment Management Inc. | 7,356 | $247.7K | 0.06% | +46+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 7,386 | $248.7K | 0.21% | +7,386 | New |
| Logan Capital Management Inc | 7,386 | $248.7K | 0.01% | −214−2.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 7,395 | $249.0K | 0.10% | +7+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 7,401 | $249.2K | 0.03% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 7,401 | $249.2K | 0.03% | +10.0% | Added |
| Aveo Capital Partners, LLC | 7,402 | $249.2K | 0.03% | −1,210−14.1% | Reduced |
| Madison Park Capital Advisors, LLC | 7,413 | $249.6K | 0.24% | +7,413 | New |
| Burt Wealth Advisors | 7,413 | $249.6K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 7,417 | $249.7K | 0.12% | +7,417 | New |
| Coyle Financial Counsel LLC | 7,447 | $250.7K | 0.10% | +60+0.8% | Added |
| Skba Capital Management LLC | 7,450 | $250.8K | 0.04% | −610−7.6% | Reduced |
| Annandale Capital, LLC | 7,453 | $251.0K | 0.06% | −32,707−81.4% | Reduced |
| Correct Capital Wealth Management | 7,459 | $251.2K | 0.06% | +7,459 | New |
| Atlas Private Wealth Advisors | 7,470 | $251.5K | 0.05% | −776−9.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,471 | $251.5K | 0.08% | −414−5.3% | Reduced |
| Avenue 1 Advisors, LLC | 7,475 | $251.7K | 0.11% | −175−2.3% | Reduced |
| Bull Street Advisors, LLC | 7,487 | $252.0K | 0.13% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,486 | $252.1K | 0.03% | +826+12.4% | Added |
| Bangor Savings Bank | 7,491 | $252.2K | 0.03% | −150−2.0% | Reduced |
| Capstone Triton Financial Group, LLC | 7,500 | $252.5K | 0.18% | +7,500 | New |
| Bristlecone Advisors, LLC | 7,505 | $252.7K | 0.03% | +9+0.1% | Added |
| Lodestar Private Asset Management LLC | 7,514 | $253.0K | 0.04% | +21+0.3% | Added |
| Chickasaw Capital Management LLC | 7,500 | $253.0K | 0.01% | −422−5.3% | Reduced |
| Strait & Sound Wealth Management LLC | 7,958 | $253.1K | 0.16% | −275−3.3% | Reduced |
| Guerra Pan Advisors, LLC | 7,519 | $253.2K | 0.24% | 00.0% | Unchanged |
| AJOVista, LLC | 7,522 | $253.3K | 0.32% | +7,522 | New |
| Affinity Capital Advisors, LLC | 7,546 | $254.1K | 0.06% | −256−3.3% | Reduced |
| Allen Investment Management LLC | 7,553 | $254.3K | 0.00% | +7,553 | New |
| Hamilton Wealth, LLC | 7,561 | $254.6K | 0.08% | −790−9.5% | Reduced |
| Pettee Investors, Inc. | 7,571 | $254.9K | 0.11% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,578 | $255.2K | 0.07% | +7,578 | New |
| Spreng Capital Management, Inc. | 7,589 | $255.5K | 0.16% | −100−1.3% | Reduced |
| CIC Wealth, LLC | 7,609 | $256.2K | 0.08% | −778−9.3% | Reduced |
| Morling Financial Advisors, LLC | 7,611 | $256.3K | 0.21% | +92+1.2% | Added |
| Clarity Capital Partners LLC | 7,649 | $257.5K | 0.18% | +7,649 | New |
| Allen Wealth Management, LLC | 7,673 | $258.4K | 0.25% | +7,673 | New |
| Eagle Bay Advisors LLC | 7,679 | $258.5K | 0.16% | −1,394−15.4% | Reduced |
| BNC Wealth Management, LLC | 7,689 | $258.9K | 0.12% | +10.0% | Added |
| Kozak & Associates, Inc. | 8,089 | $259.8K | 0.08% | −580−6.7% | Reduced |
| Old North State Wealth Management, LLC | 7,728 | $260.3K | 0.19% | −556−6.7% | Reduced |
| Saxon Interests, Inc. | 7,733 | $260.4K | 0.13% | +7,733 | New |
| Howard Financial Services, Ltd. | 7,757 | $261.2K | 0.05% | +7,757 | New |
| Perennial Advisors, LLC | 7,765 | $261.4K | 0.06% | −1,502−16.2% | Reduced |
| Northcape Wealth Management, LLC | 7,775 | $261.8K | 0.09% | −1,041−11.8% | Reduced |
| Pennsylvania Capital Management Inc | 7,780 | $262.0K | 0.10% | −735−8.6% | Reduced |
| WP Advisors, LLC | 7,794 | $262.4K | 0.10% | +69+0.9% | Added |
| CoreFirst Bank & Trust | 7,798 | $262.6K | 0.17% | −1,990−20.3% | Reduced |
| DDD Partners, LLC | 7,808 | $262.9K | 0.04% | +7,808 | New |
| Centerpoint Advisors, LLC | 7,801 | $263.0K | 0.10% | −357−4.4% | Reduced |
| DDFG, Inc | 7,811 | $263.0K | 0.09% | +187+2.5% | Added |
| EPG Wealth Management LLC | 8,032 | $263.1K | 0.07% | −145−1.8% | Reduced |
| Carr Financial Group Corp | 7,833 | $263.7K | 0.10% | −74−0.9% | Reduced |
| Founders Financial Securities LLC | 7,846 | $264.2K | 0.03% | −246−3.0% | Reduced |
| CFM Wealth Partners LLC | 7,883 | $265.4K | 0.06% | −700−8.2% | Reduced |
| Almanack Investment Partners, LLC. | 7,884 | $265.4K | 0.05% | +7,884 | New |
| Kolinsky Wealth Management, LLC | 7,885 | $265.5K | 0.23% | −479−5.7% | Reduced |
| Vista Capital Partners, Inc. | 7,886 | $265.5K | 0.04% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 7,900 | $266.0K | 0.11% | −70−0.9% | Reduced |
| Hayek Kallen Investment Management | 7,886 | $266.0K | 0.11% | −675−7.9% | Reduced |
| Integral Investment Advisors, Inc. | 7,935 | $267.2K | 0.17% | +7,935 | New |
| Sonora Investment Management Group, LLC | 7,954 | $267.8K | 0.02% | −527−6.2% | Reduced |
| Hall Laurie J Trustee | 7,957 | $268.0K | 0.10% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 7,972 | $268.4K | 0.15% | +7,972 | New |
| J. W. Coons Advisors, LLC | 7,976 | $268.6K | 0.07% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 7,934 | $269.0K | 0.23% | −4−0.1% | Reduced |
| Oak Harvest Investment Services | 8,024 | $270.2K | 0.05% | +408+5.4% | Added |
| United Bank | 8,026 | $270.2K | 0.03% | −91−1.1% | Reduced |
| MKT Advisors LLC | 7,860 | $270.6K | 0.18% | +85+1.1% | Added |
| Alpine Global Management, LLC | 8,046 | $270.9K | 0.07% | +8,046 | New |
| Consolidated Planning Corp | 8,058 | $271.3K | 0.05% | +8,058 | New |
| Pflug Koory, LLC | 8,060 | $271.4K | 0.14% | 00.0% | Unchanged |
| Financial Advisors, LLC | 8,061 | $271.4K | 0.06% | −345−4.1% | Reduced |
| Capital City Trust Co | 8,074 | $271.9K | 0.08% | +117+1.5% | Added |
| Bellevue Asset Management, LLC | 8,075 | $271.9K | 0.24% | −146−1.8% | Reduced |
| Cascade Investment Group, Inc. | 8,081 | $272.1K | 0.22% | −175−2.1% | Reduced |
| Fairfield, Bush & Co. | 8,100 | $272.7K | 0.16% | −2,100−20.6% | Reduced |
| HFG Advisors, Inc. | 8,114 | $273.2K | 0.26% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 8,124 | $273.6K | 0.03% | +8,124 | New |
| WoodTrust Financial Corp | 8,134 | $274.0K | 0.05% | +12+0.1% | Added |
| Capital Performance Advisors LLP | 8,144 | $274.2K | 0.12% | +8,144 | New |
| Blodgett Wealth Advisors, LLC | 8,161 | $274.8K | 0.28% | −8,059−49.7% | Reduced |
| Mirador Capital Partners LP | 8,172 | $275.1K | 0.06% | −11,291−58.0% | Reduced |
| Acute Investment Advisory, LLC | 8,175 | $275.3K | 0.16% | +762+10.3% | Added |
| BCS Wealth Management | 8,196 | $276.0K | 0.10% | +620+8.2% | Added |
| Campion Asset Management LLC | 8,213 | $276.5K | 0.23% | −3,000−26.8% | Reduced |