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 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 8,219 | $276.7K | 0.07% | −1,965−19.3% | Reduced |
| Centric Wealth Management | 8,427 | $278.0K | 0.09% | −1,929−18.6% | Reduced |
| Marshall Financial Group Inc | 8,259 | $278.1K | 0.10% | +70+0.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 8,261 | $278.2K | 0.07% | −1,427−14.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 8,273 | $278.6K | 0.19% | +8,273 | New |
| Single Point Partners, LLC | 8,272 | $279.0K | 0.07% | −962−10.4% | Reduced |
| Strategy Asset Managers LLC | 8,296 | $279.3K | 0.07% | +299+3.7% | Added |
| Shelton Wealth Management, LLC | 8,321 | $280.2K | 0.20% | −2,989−26.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,455 | $280.3K | 0.06% | −44−0.5% | Reduced |
| Plato Investment Management Ltd | 8,339 | $280.8K | 0.34% | +8,339 | New |
| Oxford Financial Group Ltd | 8,346 | $281.0K | 0.02% | +8,346 | New |
| Gateway Advisory, LLC | 8,394 | $282.6K | 0.05% | +989+13.4% | Added |
| Capital Management Associates | 8,400 | $282.8K | 0.36% | −16,247−65.9% | Reduced |
| Cherrydale Wealth Management, LLC | 8,401 | $282.9K | 0.15% | +8,401 | New |
| Financial Perspectives, Inc | 8,444 | $284.3K | 0.12% | +82+1.0% | Added |
| KLR Investment Advisors, LLC | 8,450 | $284.5K | 0.21% | +8,450 | New |
| Ethos Financial Group, LLC | 8,452 | $285.0K | 0.06% | +492+6.2% | Added |
| Spartan Planning & Wealth Management | 8,465 | $285.0K | 0.30% | +8,458+120,828.6% | Added |
| First Bank & Trust | 8,474 | $285.3K | 0.07% | +809+10.6% | Added |
| Narwhal Capital Management | 8,479 | $285.5K | 0.03% | +289+3.5% | Added |
| Widmann Financial Services, Inc. | 8,496 | $286.1K | 0.26% | +498+6.2% | Added |
| GW Henssler & Associates Ltd | 8,515 | $286.7K | 0.02% | +629+8.0% | Added |
| Charles Schwab Trust Co | 8,520 | $286.9K | 0.03% | −9,788−53.5% | Reduced |
| Zhang Financial LLC | 8,535 | $287.4K | 0.02% | +8,535 | New |
| Dogwood Wealth Management LLC | 8,536 | $287.4K | 0.22% | +8,536 | New |
| Jump Financial, LLC | 8,562 | $288.3K | 0.01% | −19,952−70.0% | Reduced |
| GSB Wealth Management, LLC | 8,580 | $288.9K | 0.09% | +10.0% | Added |
| Hardy Reed LLC | 8,586 | $289.1K | 0.04% | −120−1.4% | Reduced |
| Sierra Summit Advisors LLC | 8,600 | $289.6K | 0.08% | +8,600 | New |
| Paladin Advisory Group, LLC | 8,606 | $289.8K | 0.24% | 00.0% | Unchanged |
| First County Bank | 8,611 | $289.9K | 0.14% | −417−4.6% | Reduced |
| RS Crum Inc. | 8,620 | $290.2K | 0.09% | −300−3.4% | Reduced |
| Interchange Capital Partners, LLC | 8,718 | $290.5K | 0.22% | −1,534−15.0% | Reduced |
| Jacobsen Capital Management | 8,635 | $290.8K | 0.15% | +646+8.1% | Added |
| Park Place Capital Corp | 8,642 | $291.0K | 0.12% | +665+8.3% | Added |
| Marks Group Wealth Management, Inc | 8,691 | $292.6K | 0.03% | +530+6.5% | Added |
| St Germain D J Co Inc | 8,703 | $293.0K | 0.02% | −1,829−17.4% | Reduced |
| Cooper/Haims Advisors, LLC | 8,718 | $293.5K | 0.17% | +56+0.6% | Added |
| Oxinas Partners Wealth Management LLC | 8,726 | $293.8K | 0.21% | −10−0.1% | Reduced |
| New Insight Wealth Advisors | 8,737 | $294.2K | 0.20% | +8,737 | New |
| Legacy Capital Wealth Partners, LLC | 8,770 | $295.3K | 0.08% | +338+4.0% | Added |
| Westshore Wealth, LLC | 8,773 | $295.4K | 0.14% | −143−1.6% | Reduced |
| Summit Financial Strategies, Inc. | 8,787 | $295.8K | 0.05% | −1,618−15.6% | Reduced |
| Community Trust & Investment Co | 8,795 | $296.1K | 0.02% | +476+5.7% | Added |
| First Affirmative Financial Network | 8,823 | $297.1K | 0.24% | −120−1.3% | Reduced |
| Townsend & Associates, Inc | 9,015 | $297.3K | 0.04% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 8,848 | $297.9K | 0.07% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 8,853 | $298.1K | 0.29% | +682+8.3% | Added |
| Hamilton Capital, LLC | 8,924 | $300.5K | 0.02% | +489+5.8% | Added |
| Wellspring Financial Advisors, LLC | 8,928 | $300.6K | 0.07% | −147−1.6% | Reduced |
| GenTrust, LLC | 8,931 | $300.7K | 0.02% | −96−1.1% | Reduced |
| Evermay Wealth Management LLC | 8,996 | $302.9K | 0.06% | −767−7.9% | Reduced |
| Klingman & Associates, LLC | 8,997 | $302.9K | 0.02% | −859−8.7% | Reduced |
| Twelve Points Wealth Management LLC | 9,003 | $303.1K | 0.14% | −1,272−12.4% | Reduced |
| PSI Advisors, LLC | 9,020 | $303.7K | 0.11% | +10+0.1% | Added |
| Rodgers Brothers Inc. | 9,026 | $303.9K | 0.05% | +300+3.4% | Added |
| Jag Capital Management, LLC | 9,027 | $303.9K | 0.05% | −2,197−19.6% | Reduced |
| Edgestream Partners, L.P. | 9,028 | $304.0K | 0.02% | −14,747−62.0% | Reduced |
| MBA Advisors LLC | 9,031 | $304.1K | 0.17% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 9,038 | $304.3K | 0.01% | −1,928−17.6% | Reduced |
| DT Investment Partners, LLC | 8,756 | $304.6K | 0.03% | +456+5.5% | Added |
| Townsend Asset Management Corp | 9,066 | $305.3K | 0.14% | −1,088−10.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 9,081 | $305.8K | 0.07% | −65,047−87.7% | Reduced |
| Hyperion Capital Advisors LP | 9,081 | $305.8K | 0.17% | 00.0% | Unchanged |
| Constitution Capital LLC | 9,100 | $306.4K | 0.18% | −1,902−17.3% | Reduced |
| Royal Fund Management, LLC | 9,118 | $307.0K | 0.04% | +655+7.7% | Added |
| Balentine LLC | 9,120 | $307.1K | 0.01% | −4,447−32.8% | Reduced |
| TrueWealth Advisors, LLC | 9,129 | $307.4K | 0.12% | −115−1.2% | Reduced |
| Kure Advisory, LLC | 9,147 | $308.0K | 0.16% | +905+11.0% | Added |
| Financial Security Advisor, Inc. | 9,169 | $308.7K | 0.12% | −1,377−13.1% | Reduced |
| Heritage Financial Services, LLC | 9,193 | $309.5K | 0.05% | +1,649+21.9% | Added |
| Certified Advisory Corp | 9,196 | $309.6K | 0.05% | −40.0% | Reduced |
| Sage Investment Advisers LLC | 9,222 | $310.5K | 0.38% | −662−6.7% | Reduced |
| Executive Wealth Management, LLC | 9,233 | $310.9K | 0.03% | −264−2.8% | Reduced |
| Rosenberg Matthew Hamilton | 9,234 | $310.9K | 0.10% | −16−0.2% | Reduced |
| Financial Advisory Corp | 9,237 | $311.0K | 0.14% | +9,237 | New |
| Arbor Trust Wealth Advisors, LLC | 9,232 | $311.1K | 0.19% | −350−3.7% | Reduced |
| Apella Capital, LLC | 9,236 | $312.2K | 0.02% | −991−9.7% | Reduced |
| One Wealth Advisors, LLC | 9,272 | $312.2K | 0.06% | −7−0.1% | Reduced |
| Bath Savings Trust Co | 9,278 | $312.4K | 0.04% | +110+1.2% | Added |
| Steward Partners Investment Solutions, LLC | 9,284 | $312.6K | 0.13% | +9,284 | New |
| Successful Portfolios LLC | 9,298 | $313.1K | 0.23% | +1,120+13.7% | Added |
| Wallace Advisory Group, LLC | 11,455 | $313.6K | 0.25% | −941−7.6% | Reduced |
| ASB Consultores, LLC | 9,328 | $314.1K | 0.10% | −7,122−43.3% | Reduced |
| Franklin Street Advisors Inc | 9,343 | $315.0K | 0.03% | −390−4.0% | Reduced |
| Twinbeech Capital LP | 9,365 | $315.3K | 0.01% | −113,175−92.4% | Reduced |
| Dimension Capital Management LLC | 9,383 | $315.9K | 0.07% | −14,421−60.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 9,421 | $317.2K | 0.02% | +10.0% | Added |
| Keystone Financial Services | 9,438 | $317.8K | 0.15% | −258−2.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,455 | $318.4K | 0.05% | −2,600−21.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,456 | $318.4K | 0.02% | −18−0.2% | Reduced |
| Waterloo Capital, L.P. | 9,508 | $320.1K | 0.05% | +9,508 | New |
| Meadow Creek Wealth Advisors LLC | 9,518 | $320.5K | 0.31% | +9,518 | New |
| Romano Brothers and Company | 9,523 | $320.6K | 0.05% | −5,853−38.1% | Reduced |
| Bridgeworth, LLC | 9,532 | $320.9K | 0.03% | +1,493+18.6% | Added |
| Sonata Capital Group Inc | 9,600 | $323.0K | 0.16% | −700−6.8% | Reduced |
| Eagle Wealth Strategies LLC | 9,599 | $323.2K | 0.19% | +9,599 | New |
| Masso Torrence Wealth Management Inc. | 9,605 | $323.4K | 0.22% | −912−8.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 9,606 | $323.4K | 0.04% | −1,450−13.1% | Reduced |
| Magnolia Capital Advisors LLC | 9,312 | $323.9K | 0.24% | +9,312 | New |