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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 12,635 | $425.4K | 0.16% | +12,635 | New |
| Clarus Group, Inc. | 12,662 | $426.3K | 0.32% | −253−2.0% | Reduced |
| Hemington Wealth Management | 12,671 | $427.0K | 0.16% | +67+0.5% | Added |
| Wealthstream Advisors, Inc. | 12,701 | $427.7K | 0.18% | +12,701 | New |
| Oxbow Advisors, LLC | 12,733 | $428.7K | 0.07% | +41+0.3% | Added |
| Albion Financial Group | 12,760 | $429.6K | 0.04% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 12,800 | $431.0K | 0.27% | 00.0% | Unchanged |
| KWB Wealth | 12,811 | $431.3K | 0.06% | +102+0.8% | Added |
| Revolve Wealth Partners, LLC | 12,825 | $431.8K | 0.08% | −193−1.5% | Reduced |
| Rice Partnership, LLC | 12,843 | $432.4K | 0.11% | +1,198+10.3% | Added |
| New World Advisors LLC | 12,850 | $432.7K | 0.13% | −1,452−10.2% | Reduced |
| Riverview Capital Advisers, LLC | 12,871 | $433.4K | 0.17% | −204,381−94.1% | Reduced |
| Verum Partners LLC | 12,911 | $434.7K | 0.17% | −4,790−27.1% | Reduced |
| United Capital Management of KS, Inc. | 12,913 | $434.8K | 0.13% | −3,393−20.8% | Reduced |
| XTX Topco Ltd | 12,976 | $436.9K | 0.10% | +12,976 | New |
| Sollinda Capital Management LLC | 13,003 | $437.8K | 0.12% | +13,003 | New |
| JB Capital LLC | 13,007 | $438.0K | 0.03% | +1,137+9.6% | Added |
| Rockbridge Investment Management, LCC | 13,018 | $438.3K | 0.07% | +13,018 | New |
| Guidance Point Advisors, LLC | 13,019 | $438.4K | 0.16% | +185+1.4% | Added |
| Cape Investment Advisory, Inc. | 13,043 | $439.2K | 0.21% | −1,496−10.3% | Reduced |
| Crawford Investment Counsel Inc | 13,148 | $442.7K | 0.01% | −767−5.5% | Reduced |
| Pictet Bank & Trust Ltd | 13,159 | $443.1K | 0.45% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 13,192 | $444.2K | 0.34% | +20.0% | Added |
| Private Wealth Partners, LLC | 13,210 | $444.8K | 0.04% | −300−2.2% | Reduced |
| Apexium Financial, LP | 13,285 | $447.3K | 0.03% | +1,371+11.5% | Added |
| First Trust Investment Solutions L.P. | 13,289 | $447.4K | 0.09% | +13,289 | New |
| Aristotle Capital Management, LLC | 13,300 | $447.8K | 0.00% | 00.0% | Unchanged |
| Brandywine Trust Co | 13,326 | $448.7K | 0.09% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 13,339 | $449.1K | 0.16% | −2,724−17.0% | Reduced |
| Fiducient Advisors LLC | 13,353 | $449.6K | 0.08% | +138+1.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 13,378 | $450.4K | 0.24% | −2,425−15.3% | Reduced |
| Private Portfolio Partners LLC | 13,392 | $450.9K | 0.10% | +519+4.0% | Added |
| Financial Insights, Inc. | 13,431 | $452.2K | 0.14% | +1,494+12.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,458 | $452.4K | 0.11% | +884+7.0% | Added |
| Ferguson Wellman Capital Management, Inc | 13,524 | $455.3K | 0.01% | −934−6.5% | Reduced |
| Tudor Investment Corp Et Al | 13,578 | $457.2K | 0.01% | −501,393−97.4% | Reduced |
| Austin Private Wealth, LLC | 13,626 | $458.8K | 0.06% | +159+1.2% | Added |
| Corundum Group, Inc. | 13,667 | $460.2K | 0.23% | −13,195−49.1% | Reduced |
| Colonial Trust Co | 13,720 | $462.0K | 0.10% | −1,605−10.5% | Reduced |
| New Jersey Better Educational Savings Trust | 13,753 | $463.1K | 0.98% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 13,761 | $463.3K | 0.35% | −273−1.9% | Reduced |
| Round Hill Asset Management | 13,773 | $463.7K | 0.29% | −450−3.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,791 | $464.4K | 0.09% | +13,791 | New |
| Weik Capital Management | 13,805 | $464.8K | 0.21% | −150−1.1% | Reduced |
| Fortem Financial Group, LLC | 13,844 | $466.1K | 0.23% | −712−4.9% | Reduced |
| D L Carlson Investment Group Inc | 13,692 | $466.5K | 0.09% | −43,533−76.1% | Reduced |
| Stonebrook Private Inc. | 13,867 | $466.9K | 0.16% | +13,867 | New |
| Garden State Investment Advisory Services LLC | 13,876 | $467.2K | 0.19% | −340−2.4% | Reduced |
| SFMG, LLC | 13,897 | $467.9K | 0.04% | +31+0.2% | Added |
| Lantz Financial LLC | 13,917 | $468.6K | 0.17% | +213+1.6% | Added |
| Hanover Advisors Inc | 13,924 | $468.8K | 0.23% | +13,924 | New |
| Great Diamond Partners, LLC | 13,956 | $469.9K | 0.12% | −234−1.6% | Reduced |
| Arbor Investment Advisors, LLC | 13,966 | $470.2K | 0.07% | −9,996−41.7% | Reduced |
| Hudock, Inc. | 13,993 | $471.2K | 0.10% | −52−0.4% | Reduced |
| BigSur Wealth Management LLC | 14,000 | $471.4K | 0.22% | −2,250−13.8% | Reduced |
| Stanley-Laman Group, Ltd. | 14,000 | $471.4K | 0.07% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 14,007 | $471.6K | 0.40% | +1,015+7.8% | Added |
| Bedel Financial Consulting, Inc. | 14,022 | $472.1K | 0.09% | +60+0.4% | Added |
| Tiemann Investment Advisors, LLC | 14,050 | $473.1K | 0.23% | −725−4.9% | Reduced |
| Gemmer Asset Management LLC | 14,063 | $473.5K | 0.06% | +1,226+9.6% | Added |
| Barry Investment Advisors, LLC | 14,064 | $473.5K | 0.16% | +3,515+33.3% | Added |
| WESPAC Advisors, LLC | 14,066 | $473.6K | 0.33% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 14,087 | $474.0K | 0.21% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 14,101 | $474.8K | 0.06% | +424+3.1% | Added |
| Thrive Capital Management, LLC | 14,159 | $476.7K | 0.26% | +164+1.2% | Added |
| Chilton Investment Co LLC | 14,160 | $476.8K | 0.01% | +1,862+15.1% | Added |
| Proficio Capital Partners LLC | 14,217 | $478.7K | 0.06% | −456−3.1% | Reduced |
| Eagle Harbor Asset Management Inc | 14,235 | $479.3K | 0.55% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14,254 | $479.9K | 0.34% | +2,877+25.3% | Added |
| Sciencast Management LP | 14,263 | $480.2K | 0.26% | +14,263 | New |
| Old Point Trust & Financial Services N A | 14,299 | $481.4K | 0.19% | +6,256+77.8% | Added |
| Cary Street Partners Asset Management LLC | 14,306 | $481.7K | 0.08% | +2,110+17.3% | Added |
| Summit Financial Wealth Advisors, LLC | 14,325 | $482.3K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 14,220 | $482.4K | 0.06% | −3,532−19.9% | Reduced |
| Petix & Botte Co | 14,334 | $482.6K | 0.14% | 00.0% | Unchanged |
| Addison Advisors LLC | 14,344 | $483.0K | 0.19% | +843+6.2% | Added |
| Sheets Smith Wealth Management | 14,423 | $485.6K | 0.07% | +60.0% | Added |
| Leavell Investment Management, Inc. | 14,443 | $486.0K | 0.03% | −1,034−6.7% | Reduced |
| Florida Financial Advisors, LLC | 63,948 | $486.6K | 0.45% | +63,948 | New |
| Bond & Devick Financial Network, Inc. | 14,465 | $487.0K | 0.28% | +1,000+7.4% | Added |
| Willis Johnson & Associates, Inc. | 14,504 | $488.3K | 0.05% | +809+5.9% | Added |
| Visionary Horizons, LLC | 14,560 | $490.2K | 0.40% | +14,560 | New |
| Landmark Financial Advisors, LLC | 14,591 | $491.3K | 0.18% | +112+0.8% | Added |
| Wescott Financial Advisory Group, LLC | 14,603 | $491.7K | 0.07% | +63+0.4% | Added |
| M3 Advisory Group, LLC | 14,604 | $491.7K | 0.58% | +14,604 | New |
| Aviance Capital Partners, LLC | 14,694 | $494.8K | 0.11% | +240+1.7% | Added |
| Beirne Wealth Consulting Services, LLC | 14,703 | $495.2K | 0.25% | +3,401+30.1% | Added |
| Towercrest Capital Management | 14,717 | $495.5K | 0.09% | −112−0.8% | Reduced |
| Semmax Financial Advisors Inc. | 15,196 | $497.7K | 0.18% | +624+4.3% | Added |
| Raleigh Capital Management Inc. | 14,845 | $499.8K | 0.23% | −7,514−33.6% | Reduced |
| Guyasuta Investment Advisors Inc | 14,859 | $500.3K | 0.04% | −386,144−96.3% | Reduced |
| Saiph Capital, LLC | 105,106 | $500.6K | 0.25% | +1,311+1.3% | Added |
| Strategic Blueprint, LLC | 14,884 | $501.1K | 0.04% | −166−1.1% | Reduced |
| Addison Capital Co | 14,893 | $501.4K | 0.31% | −1,323−8.2% | Reduced |
| Venturi Wealth Management, LLC | 14,914 | $502.2K | 0.04% | −9,588−39.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 14,953 | $503.5K | 0.21% | +870+6.2% | Added |
| Financial Management Network Inc | 14,627 | $503.6K | 0.15% | +31+0.2% | Added |
| Cavalier Investments, LLC | 14,970 | $504.0K | 0.19% | +360+2.5% | Added |
| Altiora Financial Group, LLC | 15,010 | $505.4K | 0.15% | +15,010 | New |
| Spinnaker Trust | 15,022 | $505.8K | 0.03% | 00.0% | Unchanged |