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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 104,531 | $3.52M | 0.36% | −1,865−1.8% | Reduced |
| Hodges Capital Management Inc. | 104,031 | $3.50M | 0.19% | +11,582+12.5% | Added |
| IFP Advisors, Inc | 103,813 | $3.50M | 0.16% | −20,684−16.6% | Reduced |
| NBC Securities, Inc. | 102,837 | $3.46M | 0.35% | −2,303−2.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 102,560 | $3.45M | 0.62% | +25,180+32.5% | Added |
| Icon Advisers Inc | 101,590 | $3.42M | 0.78% | −34,300−25.2% | Reduced |
| Gables Capital Management Inc. | 101,509 | $3.42M | 2.12% | −85−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 101,317 | $3.41M | 0.00% | +62,992+164.4% | Added |
| Gleason Group, Inc. | 101,143 | $3.41M | 0.78% | +6,318+6.7% | Added |
| PCJ Investment Counsel Ltd. | 101,000 | $3.40M | 1.31% | +101,000 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 100,774 | $3.39M | 0.26% | +100,774 | New |
| Whittier Trust Co | 100,780 | $3.39M | 0.05% | −8,714−8.0% | Reduced |
| Westpac Banking Corp | 100,508 | $3.38M | 0.28% | −90,380−47.3% | Reduced |
| Abbot Financial Management, Inc. | 100,486 | $3.38M | 2.04% | +366+0.4% | Added |
| Embree Financial Group | 100,101 | $3.37M | 0.71% | +100,101 | New |
| Cobalt Capital Management, Inc. | 100,000 | $3.37M | 1.17% | +100,000 | New |
| Kornitzer Capital Management Inc | 99,966 | $3.37M | 0.07% | −3,115−3.0% | Reduced |
| Canandaigua National Bank & Trust Co | 99,866 | $3.36M | 0.52% | −2,824−2.8% | Reduced |
| AMG National Trust Bank | 99,359 | $3.35M | 0.11% | +3,237+3.4% | Added |
| Ami Investment Management Inc | 99,103 | $3.34M | 1.35% | +3,577+3.7% | Added |
| Parallel Advisors, LLC | 98,857 | $3.33M | 0.10% | −4,311−4.2% | Reduced |
| Alpha Cubed Investments, LLC | 98,791 | $3.33M | 0.19% | −26,101−20.9% | Reduced |
| Pallas Capital Advisors LLC | 98,600 | $3.32M | 0.18% | −41,539−29.6% | Reduced |
| Marco Investment Management LLC | 97,707 | $3.29M | 0.34% | −3,913−3.9% | Reduced |
| NEOS Investment Management LLC | 97,586 | $3.29M | 0.31% | +23,990+32.6% | Added |
| Sumitomo Life Insurance Co | 96,910 | $3.26M | 0.10% | −4,544−4.5% | Reduced |
| Verdence Capital Advisors LLC | 96,781 | $3.26M | 0.32% | −6,862−6.6% | Reduced |
| Credit Capital Investments LLC | 96,000 | $3.23M | 4.50% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 95,816 | $3.23M | 1.11% | 00.0% | Unchanged |
| 1st Source Bank | 95,499 | $3.22M | 0.19% | −304−0.3% | Reduced |
| RMB Capital Management, LLC | 95,372 | $3.21M | 0.10% | +63,600+200.2% | Added |
| St. Johns Investment Management Company, LLC | 94,656 | $3.19M | 1.63% | +244+0.3% | Added |
| Global Retirement Partners, LLC | 99,140 | $3.18M | 0.13% | +4,932+5.2% | Added |
| Threadgill Financial, LLC | 94,418 | $3.18M | 2.11% | +425+0.5% | Added |
| FineMark National Bank & Trust | 94,227 | $3.17M | 0.13% | +40,416+75.1% | Added |
| Bank of New Hampshire | 93,933 | $3.16M | 0.90% | −432−0.5% | Reduced |
| Plancorp, LLC | 93,817 | $3.16M | 0.15% | −994−1.0% | Reduced |
| Gold Investment Management Ltd. | 93,715 | $3.16M | 1.35% | +93,715 | New |
| Forum Financial Management, LP | 93,079 | $3.13M | 0.06% | −2,818−2.9% | Reduced |
| Long Focus Capital Management, LLC | 93,000 | $3.13M | 0.40% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 93,009 | $3.13M | 0.06% | +630+0.7% | Added |
| Plimoth Trust Co LLC | 92,931 | $3.13M | 0.90% | −1,251−1.3% | Reduced |
| Pacifica Partners Inc. | 102,261 | $3.13M | 1.54% | −500.0% | Reduced |
| Cunning Capital Partners, LP | 92,515 | $3.12M | 1.94% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 92,490 | $3.11M | 0.24% | +2,519+2.8% | Added |
| ProVise Management Group, LLC | 92,481 | $3.11M | 0.26% | −1,114−1.2% | Reduced |
| Princeton Global Asset Management LLC | 92,357 | $3.11M | 0.78% | −5,494−5.6% | Reduced |
| NewEdge Wealth, LLC | 92,342 | $3.11M | 0.08% | +11,510+14.2% | Added |
| Brighton Jones LLC | 92,295 | $3.11M | 0.13% | +11,130+13.7% | Added |
| BancorpSouth Bank | 92,179 | $3.10M | 0.25% | +4,062+4.6% | Added |
| Tritonpoint Wealth, LLC | 91,950 | $3.10M | 0.30% | +91,950 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,792 | $3.09M | 0.19% | +2,113+2.4% | Added |
| Skylands Capital, LLC | 91,300 | $3.07M | 0.45% | −35,450−28.0% | Reduced |
| Avantax Planning Partners, Inc. | 90,964 | $3.06M | 0.12% | −14,501−13.7% | Reduced |
| Gries Financial LLC | 90,926 | $3.06M | 0.67% | +2,061+2.3% | Added |
| Glassy Mountain Advisors, Inc. | 90,416 | $3.04M | 1.26% | +1,731+2.0% | Added |
| Anchor Investment Management, LLC | 90,341 | $3.04M | 0.35% | +973+1.1% | Added |
| Coldstream Capital Management Inc | 90,169 | $3.04M | 0.08% | −2,098−2.3% | Reduced |
| Park Avenue Securities LLC | 90,085 | $3.03M | 0.04% | −546−0.6% | Reduced |
| Asset Dedication, LLC | 90,136 | $3.03M | 0.25% | −9,162−9.2% | Reduced |
| Atomi Financial Group, Inc. | 89,207 | $3.00M | 0.42% | +18,044+25.4% | Added |
| Klingenstein Fields & Co LP | 88,933 | $2.99M | 0.13% | −54−0.1% | Reduced |
| Wintrust Investments LLC | 88,776 | $2.99M | 0.29% | −13,001−12.8% | Reduced |
| Americana Partners, LLC | 102,482 | $2.98M | 0.28% | +41,786+68.8% | Added |
| SYSTM Wealth Solutions LLC | 88,352 | $2.97M | 0.41% | −6,008−6.4% | Reduced |
| Cidel Asset Management Inc | 88,219 | $2.97M | 0.13% | +72,485+460.7% | Added |
| Connective Portfolio Management, LLC | 88,210 | $2.97M | 6.05% | +88,210 | New |
| Hollencrest Capital Management | 87,867 | $2.96M | 0.28% | −6,667−7.1% | Reduced |
| Qtron Investments LLC | 87,650 | $2.95M | 0.48% | +24,868+39.6% | Added |
| Trivant Custom Portfolio Group, LLC | 87,508 | $2.95M | 1.96% | −737−0.8% | Reduced |
| American Assets Inc | 87,500 | $2.95M | 1.15% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 87,228 | $2.94M | 0.60% | +12,319+16.4% | Added |
| Lakeview Capital Partners, LLC | 87,186 | $2.94M | 0.52% | −10,590−10.8% | Reduced |
| Western Wealth Management, LLC | 87,009 | $2.93M | 0.21% | +158+0.2% | Added |
| Commerzbank Aktiengesellschaft | 86,979 | $2.93M | 0.12% | −9,486−9.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $2.92M | 0.40% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 86,575 | $2.92M | 1.45% | +219+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 84,485 | $2.88M | 0.05% | −8,061−8.7% | Reduced |
| Wright Investors Service Inc | 85,586 | $2.88M | 0.81% | −3,172−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 85,461 | $2.88M | 0.09% | −29,327−25.5% | Reduced |
| Tower Bridge Advisors | 85,354 | $2.87M | 0.25% | −3,907−4.4% | Reduced |
| Meitav Dash Investments Ltd | 84,958 | $2.87M | 0.04% | +1,577+1.9% | Added |
| Inscription Capital, LLC | 85,206 | $2.87M | 0.78% | +2,735+3.3% | Added |
| Bartlett & Co. LLC | 84,485 | $2.86M | 0.05% | −8,061−8.7% | Reduced |
| Otter Creek Advisors, LLC | 85,000 | $2.86M | 2.45% | +85,000 | New |
| Maltese Capital Management LLC | 85,000 | $2.86M | 0.81% | +85,000 | New |
| Affinity Investment Advisors, LLC | 84,926 | $2.86M | 1.95% | +2,367+2.9% | Added |
| International Assets Investment Management, LLC | 104,000 | $2.85M | 0.36% | +104,000 | New |
| Penobscot Investment Management Company, Inc. | 84,479 | $2.84M | 0.33% | +5,825+7.4% | Added |
| Whittier Trust Co of Nevada Inc | 84,475 | $2.84M | 0.09% | −109−0.1% | Reduced |
| Bank Ozk | 84,401 | $2.84M | 1.39% | −1,860−2.2% | Reduced |
| Campbell Newman Asset Management Inc | 84,350 | $2.84M | 0.25% | −6,500−7.2% | Reduced |
| Mount Vernon Associates Inc | 84,097 | $2.83M | 2.78% | −650−0.8% | Reduced |
| Birmingham Capital Management Co Inc | 83,900 | $2.82M | 1.12% | −3,000−3.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 83,863 | $2.82M | 0.74% | −681−0.8% | Reduced |
| Legato Capital Management LLC | 83,844 | $2.82M | 0.37% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 83,809 | $2.82M | 0.10% | −4,029−4.6% | Reduced |
| Moreno Evelyn V | 83,657 | $2.82M | 1.33% | −130,527−60.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 83,451 | $2.81M | 1.16% | −3,685−4.2% | Reduced |
| Beaton Management Co. Inc. | 83,209 | $2.80M | 1.68% | −1,700−2.0% | Reduced |