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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 109,715 | $369.4K | 0.07% | −84−0.1% | Reduced |
| Southland Equity Partners LLC | 11,004 | $370.5K | 0.12% | −545−4.7% | Reduced |
| Cozad Asset Management Inc | 11,005 | $370.5K | 0.04% | +100+0.9% | Added |
| STAR Financial Bank | 11,043 | $371.8K | 0.34% | 00.0% | Unchanged |
| WFA Asset Management Corp | 11,048 | $372.0K | 0.20% | +53+0.5% | Added |
| Financial Management Professionals, Inc. | 11,077 | $373.0K | 0.06% | −3,901−26.0% | Reduced |
| Leo Wealth, LLC | 10,765 | $373.4K | 0.04% | +10,765 | New |
| ABLE Financial Group, LLC | 11,092 | $373.5K | 0.16% | −4,200−27.5% | Reduced |
| Seven Mile Advisory | 11,093 | $373.5K | 0.32% | +513+4.8% | Added |
| Glen Eagle Advisors, LLC | 11,099 | $373.7K | 0.08% | −824−6.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 11,160 | $375.8K | 0.08% | +3,421+44.2% | Added |
| Monticello Wealth Management, LLC | 11,181 | $376.5K | 0.03% | −3,510−23.9% | Reduced |
| AXS Investments LLC | 11,204 | $377.2K | 0.09% | −1,020−8.3% | Reduced |
| BluePath Capital Management, LLC | 11,235 | $377.5K | 0.33% | +3,201+39.8% | Added |
| Invenio Wealth Partners LLC | 11,227 | $378.0K | 0.27% | +304+2.8% | Added |
| Traphagen Investment Advisors LLC | 11,239 | $378.4K | 0.04% | −4,743−29.7% | Reduced |
| Ariston Services Group | 11,241 | $378.5K | 0.37% | +11,241 | New |
| Benin Management CORP | 11,281 | $379.8K | 0.13% | −1,000−8.1% | Reduced |
| RiverGlades Family Offices LLC | 11,300 | $379.9K | 0.31% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 11,291 | $380.2K | 0.06% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 11,325 | $381.3K | 0.10% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11,347 | $382.1K | 0.14% | −63−0.6% | Reduced |
| Cahill Financial Advisors Inc | 11,350 | $382.1K | 0.06% | +36+0.3% | Added |
| Oak Asset Management, LLC | 11,352 | $382.2K | 0.15% | −100−0.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 11,366 | $382.7K | 0.02% | −400−3.4% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 11,388 | $383.4K | 1.52% | −1,950−14.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,391 | $384.0K | 0.26% | −228−2.0% | Reduced |
| Wedge Capital Management L L P | 11,429 | $384.8K | 0.01% | +45+0.4% | Added |
| L & S Advisors Inc | 11,455 | $385.7K | 0.05% | +73+0.6% | Added |
| Algert Global LLC | 11,494 | $387.0K | 0.02% | +11,494 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,498 | $387.1K | 0.10% | +80+0.7% | Added |
| Morton Brown Family Wealth, LLC | 11,518 | $387.8K | 0.17% | +11,518 | New |
| Riversedge Advisors, LLC | 11,543 | $388.6K | 0.11% | +1,447+14.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,600 | $390.6K | 0.32% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 11,664 | $392.7K | 0.07% | +3,585+44.4% | Added |
| Humankind Investments LLC | 11,679 | $393.2K | 0.12% | −423−3.5% | Reduced |
| Middleton & Co Inc | 11,703 | $394.1K | 0.05% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 11,735 | $395.1K | 0.22% | −860−6.8% | Reduced |
| Navellier & Associates Inc | 11,744 | $395.4K | 0.06% | −3,356−22.2% | Reduced |
| LCNB Corp | 11,751 | $395.7K | 0.16% | +150+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 11,758 | $396.0K | 0.03% | −7,573−39.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,767 | $396.2K | 0.26% | −8−0.1% | Reduced |
| Mason & Associates Inc | 11,770 | $396.3K | 0.12% | −3,688−23.9% | Reduced |
| Summit Financial Group Inc | 11,809 | $397.6K | 0.15% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 11,810 | $397.6K | 0.04% | −2,901−19.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 11,817 | $397.9K | 0.05% | −2,037−14.7% | Reduced |
| Smith Anglin Financial, LLC | 11,821 | $398.0K | 0.05% | +2,451+26.2% | Added |
| Schrum Private Wealth Management LLC | 11,828 | $398.2K | 0.57% | +1,685+16.6% | Added |
| CFO4Life Group, LLC | 11,851 | $399.0K | 0.08% | −1,649−12.2% | Reduced |
| Veracity Capital LLC | 11,871 | $399.7K | 0.16% | −2,423−17.0% | Reduced |
| Altus Wealth Group LLC | 11,876 | $399.9K | 0.22% | +11,876 | New |
| Blueprint Investment Partners LLC | 11,879 | $400.0K | 0.11% | +11,879 | New |
| Rosenbaum Jay D. | 11,890 | $400.3K | 1.03% | −12,044−50.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 11,896 | $400.5K | 0.30% | −2,614−18.0% | Reduced |
| IFG Advisors, LLC | 11,908 | $400.9K | 0.12% | +516+4.5% | Added |
| SlateStone Wealth, LLC | 11,903 | $401.0K | 0.05% | −7,103−37.4% | Reduced |
| Verus Financial Partners, Inc. | 12,012 | $401.6K | 0.05% | +76+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,933 | $401.8K | 0.00% | −446,314−97.4% | Reduced |
| Freedom Day Solutions, LLC | 11,970 | $403.0K | 0.16% | −1,200−9.1% | Reduced |
| K.J. Harrison & Partners Inc | 11,970 | $403.0K | 0.07% | +731+6.5% | Added |
| BCJ Capital Management, LLC | 11,986 | $403.6K | 0.04% | +41+0.3% | Added |
| LongView Wealth Management | 12,006 | $403.8K | 0.18% | +12,006 | New |
| O'Rourke & Company, Inc | 11,999 | $404.0K | 0.26% | −4,338−26.6% | Reduced |
| Drake & Associates, LLC | 12,020 | $404.7K | 0.17% | +746+6.6% | Added |
| Kowal Investment Group, LLC | 12,030 | $405.1K | 0.09% | −659−5.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 12,092 | $407.1K | 0.12% | +12,092 | New |
| Bay Rivers Group | 12,096 | $407.3K | 0.26% | +1,910+18.8% | Added |
| Alerus Financial NA | 12,136 | $408.6K | 0.03% | −587−4.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 12,141 | $408.8K | 0.14% | +1,470+13.8% | Added |
| Pingora Partners LLC | 12,172 | $409.8K | 0.36% | +12,172 | New |
| Flaharty Asset Management, LLC | 12,222 | $411.5K | 0.07% | +24+0.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 12,222 | $411.5K | 0.02% | −1,912−13.5% | Reduced |
| Silver Lake Advisory, LLC | 12,234 | $412.0K | 0.23% | −191−1.5% | Reduced |
| Aberdeen Wealth Management LLC | 12,258 | $412.7K | 0.30% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12,271 | $413.2K | 0.03% | −750−5.8% | Reduced |
| Regatta Capital Group, LLC | 12,294 | $413.9K | 0.11% | −1,260−9.3% | Reduced |
| Tilson Financial Group, Inc. | 12,292 | $414.0K | 0.27% | +265+2.2% | Added |
| Integris Wealth Management, LLC | 12,323 | $414.9K | 0.12% | +12,323 | New |
| Trust Co of Toledo NA | 12,364 | $416.3K | 0.07% | +4,366+54.6% | Added |
| Berger Financial Group, Inc | 12,396 | $417.4K | 0.04% | −2,513−16.9% | Reduced |
| Orleans Capital Management Corp | 12,407 | $417.7K | 0.28% | −400−3.1% | Reduced |
| Keebeck Wealth Management, LLC | 12,408 | $417.8K | 0.07% | +822+7.1% | Added |
| Castle Rock Wealth Management, LLC | 12,177 | $418.6K | 0.13% | +2,024+19.9% | Added |
| HF Advisory Group, LLC | 12,436 | $418.7K | 0.27% | +3,100+33.2% | Added |
| MV Capital Management, Inc. | 12,439 | $418.8K | 0.05% | −1,561−11.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,441 | $418.9K | 0.12% | +223+1.8% | Added |
| Diversified, LLC | 12,504 | $421.0K | 0.09% | +1,659+15.3% | Added |
| Kapstone Financial Advisors LLC | 12,622 | $421.5K | 0.33% | 00.0% | Unchanged |
| First Financial Corp | 12,526 | $421.6K | 0.21% | +390+3.2% | Added |
| Twin Focus Capital Partners, LLC | 12,524 | $421.7K | 0.09% | 00.0% | Unchanged |
| HC Advisors, LLC | 12,535 | $422.1K | 0.24% | +244+2.0% | Added |
| VeraBank, N.A. | 12,551 | $422.6K | 0.14% | +56+0.4% | Added |
| Cim Investment Mangement Inc | 12,562 | $423.0K | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,563 | $423.0K | 0.05% | +242+2.0% | Added |
| Arcataur Capital Management LLC | 12,573 | $423.3K | 0.16% | −20−0.2% | Reduced |
| Integrity Financial Corp | 12,592 | $424.0K | 0.31% | −790−5.9% | Reduced |
| Tradition Wealth Management, LLC | 12,596 | $424.0K | 0.04% | +186+1.5% | Added |
| Maia Wealth LLC | 12,614 | $424.7K | 0.17% | +12,614 | New |
| United Community Bank | 12,618 | $424.8K | 0.18% | +6,491+105.9% | Added |
| Fort Point Capital Partners LLC | 12,623 | $425.0K | 0.07% | +129+1.0% | Added |