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
- 2,859
- +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
- 1,282 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 |
|---|---|---|---|---|---|
| Jacobs & Co | 9,634 | $324.0K | 0.04% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 9,633 | $324.3K | 0.20% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 9,683 | $326.0K | 0.19% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 9,706 | $326.8K | 0.07% | −1,576−14.0% | Reduced |
| Goldstone Financial Group, LLC | 9,708 | $326.9K | 0.08% | +1,067+12.3% | Added |
| Vivaldi Capital Management, LLC | 9,985 | $327.0K | 0.10% | +1,984+24.8% | Added |
| Jackson Hole Capital Partners, LLC | 9,712 | $327.0K | 0.08% | −30,448−75.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 9,713 | $327.1K | 0.14% | −7,295−42.9% | Reduced |
| Chatham Capital Group, Inc. | 9,749 | $328.2K | 0.07% | −210−2.1% | Reduced |
| Lokken Investment Group LLC | 9,751 | $328.3K | 0.19% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 9,765 | $328.8K | 0.03% | +1,610+19.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,785 | $329.0K | 0.02% | +260+2.7% | Added |
| Channel Wealth LLC | 9,772 | $329.0K | 0.16% | −2,841−22.5% | Reduced |
| Blue Barn Wealth, LLC | 9,776 | $329.2K | 0.20% | +41+0.4% | Added |
| Triton Wealth Management, PLLC | 9,717 | $329.8K | 0.22% | −2,010−17.1% | Reduced |
| Greystone Financial Group, LLC | 9,795 | $329.8K | 0.08% | −127,708−92.9% | Reduced |
| American Financial Advisors, LLC | 9,814 | $330.4K | 0.05% | +9,814 | New |
| Van Strum & Towne Inc. | 9,824 | $330.8K | 0.13% | 00.0% | Unchanged |
| McAdam, LLC | 9,825 | $330.8K | 0.02% | −1,510−13.3% | Reduced |
| Walker Asset Management, LLC | 9,831 | $331.0K | 0.24% | +9,831 | New |
| BBR Partners, LLC | 9,840 | $331.3K | 0.03% | −4,375−30.8% | Reduced |
| Private Capital Management, LLC | 9,846 | $331.5K | 0.04% | −18,499−65.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 9,858 | $331.9K | 0.06% | +1,550+18.7% | Added |
| Valley National Advisers Inc | 9,866 | $332.0K | 0.05% | +1,237+14.3% | Added |
| Signature Wealth Management Partners, LLC | 9,870 | $332.3K | 0.29% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,923 | $334.1K | 0.03% | +2,009+25.4% | Added |
| Iowa State Bank | 9,929 | $334.3K | 0.08% | +249+2.6% | Added |
| Alliance Wealth Management Group | 9,929 | $334.3K | 0.10% | +9,929 | New |
| Texas Capital Bancshares Inc | 9,953 | $335.1K | 0.18% | −40−0.4% | Reduced |
| Delta Investment Management, LLC | 9,964 | $335.5K | 0.08% | +21+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 9,976 | $335.9K | 0.09% | +314+3.2% | Added |
| Red Wave Investments LLC | 9,992 | $336.4K | 0.13% | 00.0% | Unchanged |
| Brave Asset Management Inc | 9,995 | $336.5K | 0.09% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 10,000 | $337.0K | 0.24% | +10,000 | New |
| Heartwood Wealth Advisors LLC | 10,025 | $337.5K | 0.04% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 10,066 | $338.9K | 0.15% | −72−0.7% | Reduced |
| Donaldson Capital Management, LLC | 10,068 | $339.0K | 0.02% | −1,720−14.6% | Reduced |
| Southeast Asset Advisors Inc. | 10,095 | $339.9K | 0.05% | −1,084−9.7% | Reduced |
| Sara-Bay Financial | 10,098 | $340.0K | 0.17% | −99−1.0% | Reduced |
| Financial Council Asset Management Inc | 10,167 | $342.3K | 0.23% | −653−6.0% | Reduced |
| Gateway Wealth Partners, LLC | 10,207 | $343.7K | 0.14% | −3,037−22.9% | Reduced |
| Northstar Group, Inc. | 10,209 | $343.7K | 0.07% | −3,933−27.8% | Reduced |
| AlphaStar Capital Management, LLC | 10,212 | $343.8K | 0.03% | −4,939−32.6% | Reduced |
| Garde Capital, Inc. | 10,209 | $344.0K | 0.03% | −125−1.2% | Reduced |
| BOS Asset Management, LLC | 10,217 | $344.0K | 0.24% | −2,000−16.4% | Reduced |
| Byrne Asset Management LLC | 10,186 | $344.7K | 0.26% | +1,360+15.4% | Added |
| Cottonwood Capital Advisors, LLC | 10,250 | $345.1K | 0.28% | −1,634−13.7% | Reduced |
| Pensionmark Financial Group, LLC | 10,254 | $345.3K | 0.04% | +10,254 | New |
| Kraematon Investment Advisors, Inc | 10,266 | $345.7K | 0.38% | −628−5.8% | Reduced |
| Thrive Wealth Management, LLC | 10,279 | $346.1K | 0.08% | +830+8.8% | Added |
| Mountain Pacific Investment Advisers Inc | 10,283 | $346.2K | 0.02% | −500−4.6% | Reduced |
| Bruce G. Allen Investments, LLC | 10,283 | $346.2K | 0.32% | +10,283 | New |
| King Wealth | 10,312 | $347.0K | 0.07% | −154−1.5% | Reduced |
| First Foundation Advisors | 10,345 | $348.3K | 0.02% | −21,175−67.2% | Reduced |
| London Co of Virginia | 10,346 | $348.3K | 0.00% | −7−0.1% | Reduced |
| Cypress Wealth Services, LLC | 10,348 | $348.4K | 0.09% | −870−7.8% | Reduced |
| Resolute Wealth Strategies, LLC | 10,352 | $348.5K | 0.24% | −4,593−30.7% | Reduced |
| JGP Wealth Management, LLC | 10,357 | $348.7K | 0.05% | +121+1.2% | Added |
| Beta Wealth Group, Inc. | 10,416 | $350.7K | 0.18% | −92−0.9% | Reduced |
| Insight Advisors, LLC | 10,422 | $350.9K | 0.07% | −733−6.6% | Reduced |
| Carlson Capital Management | 10,423 | $350.9K | 0.02% | +927+9.8% | Added |
| Legacy Capital Group California, Inc. | 10,458 | $352.1K | 0.14% | +40.0% | Added |
| Cedrus LLC | 10,462 | $352.3K | 0.22% | −79−0.7% | Reduced |
| Vicus Capital | 10,466 | $352.4K | 0.04% | −1,036−9.0% | Reduced |
| Eudaimonia Partners, LLC | 10,484 | $353.0K | 0.09% | −18,140−63.4% | Reduced |
| Smithbridge Asset Management Inc | 10,489 | $353.0K | 0.08% | 00.0% | Unchanged |
| Private Management Group Inc | 10,485 | $353.0K | 0.01% | −5,750−35.4% | Reduced |
| True North Advisors, LLC | 10,489 | $353.2K | 0.09% | −210−2.0% | Reduced |
| Cornerstone Management, Inc. | 10,500 | $353.5K | 0.09% | −300−2.8% | Reduced |
| Mirabella Financial Services LLP | 10,500 | $353.5K | 0.05% | +10,500 | New |
| Adamsbrown Wealth Consultants LLC | 10,514 | $354.0K | 0.15% | −57−0.5% | Reduced |
| Bank of Nova Scotia Trust Co | 10,519 | $354.2K | 0.04% | −68,374−86.7% | Reduced |
| Unique Wealth Strategies, LLC | 10,535 | $354.7K | 0.24% | +10,535 | New |
| Arlington Trust Co LLC | 10,550 | $355.2K | 0.10% | +10,550 | New |
| Nadler Financial Group, Inc. | 10,563 | $355.7K | 0.05% | −139−1.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 10,589 | $356.5K | 0.04% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,617 | $357.5K | 0.41% | +9+0.1% | Added |
| Morton Capital Management LLC | 10,628 | $357.8K | 0.11% | +341+3.3% | Added |
| Arthur M. Cohen & Associates, LLC | 10,555 | $358.2K | 0.08% | +294+2.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 10,673 | $359.4K | 0.25% | +433+4.2% | Added |
| Sunpointe, LLC | 10,683 | $359.7K | 0.46% | +10,683 | New |
| Optas, LLC | 10,688 | $359.9K | 0.11% | +937+9.6% | Added |
| Salomon & Ludwin, LLC | 13,159 | $360.3K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 10,709 | $360.6K | 0.14% | −836−7.2% | Reduced |
| Sigma Investment Counselors Inc | 10,712 | $360.7K | 0.03% | −1,295−10.8% | Reduced |
| Stone Point Wealth LLC | 10,720 | $360.9K | 0.14% | −1,346−11.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 10,738 | $361.6K | 0.01% | +2,150+25.0% | Added |
| WealthPLAN Partners, LLC | 10,739 | $361.6K | 0.04% | −2,833−20.9% | Reduced |
| Pathway Financial Advisors LLC | 10,763 | $362.4K | 0.10% | +187+1.8% | Added |
| Oldfather Financial Services, LLC | 10,767 | $362.5K | 0.16% | −14−0.1% | Reduced |
| Aspire Private Capital, LLC | 10,774 | $362.8K | 0.11% | −12,902−54.5% | Reduced |
| Toth Financial Advisory Corp | 10,801 | $363.7K | 0.05% | −192−1.7% | Reduced |
| Manhattan West Asset Management, LLC | 10,804 | $363.8K | 0.10% | −4,550−29.6% | Reduced |
| Semus Wealth Partners LLC | 10,805 | $363.8K | 0.30% | −1,194−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 10,818 | $364.2K | 0.04% | −1,529−12.4% | Reduced |
| WMS Partners, LLC | 10,854 | $365.4K | 0.03% | +1,065+10.9% | Added |
| Boyd Watterson Asset Management LLC | 10,873 | $366.1K | 0.14% | −934−7.9% | Reduced |
| Sunflower Bank, N.A. | 10,899 | $367.0K | 0.08% | −457−4.0% | Reduced |
| E Fund Management Co., Ltd. | 10,912 | $367.4K | 0.02% | +123+1.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,946 | $368.6K | 0.04% | +604+5.8% | Added |