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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 68,563 | $2.31M | 0.09% | +68,563 | New |
| Beacon Investment Advisors LLC | 68,521 | $2.31M | 1.47% | +227+0.3% | Added |
| Beacon Financial Group | 68,435 | $2.30M | 0.28% | +14,419+26.7% | Added |
| Aull & Monroe Investment Management Corp | 68,154 | $2.29M | 1.13% | −1,107−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 67,511 | $2.27M | 0.26% | +46,950+228.3% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $2.27M | 0.10% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 67,401 | $2.27M | 0.49% | −367−0.5% | Reduced |
| Coastline Trust Co | 67,339 | $2.27M | 0.30% | −4,650−6.5% | Reduced |
| Zions Bancorporation, N.A. | 67,300 | $2.27M | 0.16% | −5,421−7.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 67,226 | $2.26M | 0.27% | −2,598−3.7% | Reduced |
| AIA Group Ltd | 67,187 | $2.26M | 0.09% | −14,066−17.3% | Reduced |
| Clearstead Advisors, LLC | 67,084 | $2.26M | 0.12% | +2,425+3.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 66,893 | $2.25M | 0.72% | −5,014−7.0% | Reduced |
| Stonebridge Capital Advisors LLC | 66,827 | $2.25M | 0.23% | +1,332+2.0% | Added |
| Perpetual Ltd | 66,655 | $2.24M | 0.02% | −7,022−9.5% | Reduced |
| American State Bank (Iowa) | 66,445 | $2.24M | 1.42% | +1,201+1.8% | Added |
| Abbrea Capital, LLC | 65,916 | $2.22M | 0.32% | −5,040−7.1% | Reduced |
| Naviter Wealth, LLC | 65,712 | $2.21M | 0.45% | +3,846+6.2% | Added |
| Cobblestone Capital Advisors LLC | 65,399 | $2.20M | 0.14% | −684−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 65,222 | $2.20M | 0.46% | −6,764−9.4% | Reduced |
| Piscataqua Savings Bank | 65,084 | $2.19M | 2.05% | −1,027−1.6% | Reduced |
| Vanguard Capital Wealth Advisors | 65,060 | $2.19M | 1.77% | +4,101+6.7% | Added |
| Hexagon Capital Partners LLC | 64,816 | $2.18M | 0.53% | +419+0.7% | Added |
| SeaCrest Wealth Management, LLC | 63,312 | $2.18M | 0.27% | −1,997−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 64,717 | $2.18M | 0.20% | −3,577−5.2% | Reduced |
| Barometer Capital Management Inc. | 64,600 | $2.18M | 0.62% | +64,600 | New |
| Viawealth, LLC | 64,303 | $2.17M | 1.49% | −2,916−4.3% | Reduced |
| Empire Financial Management Company, LLC | 64,298 | $2.16M | 0.85% | −7,035−9.9% | Reduced |
| Transcend Wealth Collective, LLC | 64,102 | $2.16M | 0.19% | +2,350+3.8% | Added |
| Cornerstone Wealth Management, LLC | 63,917 | $2.15M | 0.19% | +4,749+8.0% | Added |
| Imprint Wealth LLC | 63,941 | $2.15M | 1.73% | −82−0.1% | Reduced |
| Exchange Capital Management, Inc. | 63,559 | $2.14M | 0.38% | −3,435−5.1% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 63,412 | $2.14M | 1.99% | +63,412 | New |
| Finer Wealth Management, Inc. | 63,406 | $2.13M | 1.59% | +3,719+6.2% | Added |
| Foundations Investment Advisors, LLC | 63,242 | $2.12M | 0.06% | +5,252+9.1% | Added |
| Bridgecreek Investment Management, LLC | 63,000 | $2.12M | 0.41% | −32,500−34.0% | Reduced |
| Hourglass Capital, LLC | 62,790 | $2.11M | 0.68% | −8,000−11.3% | Reduced |
| Convergence Investment Partners, LLC | 61,947 | $2.09M | 1.09% | −2,824−4.4% | Reduced |
| Argent Advisors, Inc. | 61,944 | $2.09M | 0.91% | −2,554−4.0% | Reduced |
| Van Hulzen Asset Management, LLC | 61,936 | $2.08M | 0.15% | +2,451+4.1% | Added |
| First Dallas Securities Inc. | 61,726 | $2.08M | 1.07% | +61,726 | New |
| Fishman Jay A Ltd | 61,712 | $2.08M | 0.24% | −1,625−2.6% | Reduced |
| Worldquant Millennium Advisors LLC | 61,603 | $2.07M | 0.03% | −24,982−28.9% | Reduced |
| Sendero Wealth Management, LLC | 61,507 | $2.07M | 0.39% | −74,056−54.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 60,971 | $2.05M | 1.71% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 60,745 | $2.04M | 0.23% | −118−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 60,732 | $2.04M | 0.23% | −1,556−2.5% | Reduced |
| Summit Trail Advisors, LLC | 60,312 | $2.03M | 0.07% | −13,083−17.8% | Reduced |
| Cullinan Associates Inc | 60,259 | $2.03M | 0.11% | −1,293−2.1% | Reduced |
| Belpointe Asset Management LLC | 60,240 | $2.03M | 0.18% | −17,189−22.2% | Reduced |
| Carson Advisory Inc. | 60,233 | $2.03M | 1.58% | +2,953+5.2% | Added |
| Jmac Enterprises LLC | 59,912 | $2.02M | 0.43% | +236+0.4% | Added |
| Ethic Inc. | 59,850 | $2.02M | 0.06% | +9,167+18.1% | Added |
| Choate Investment Advisors | 59,841 | $2.01M | 0.06% | +9,498+18.9% | Added |
| Vise Technologies, Inc. | 59,764 | $2.01M | 0.43% | +6,416+12.0% | Added |
| Old National Bancorp | 59,724 | $2.01M | 0.05% | −5,739−8.8% | Reduced |
| Schechter Investment Advisors, LLC | 59,702 | $2.01M | 0.17% | +4,354+7.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 58,973 | $2.00M | 0.07% | +7,300+14.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 59,300 | $2.00M | 0.07% | +13,408+29.2% | Added |
| First City Capital Management, Inc. | 59,224 | $1.99M | 1.16% | +749+1.3% | Added |
| ZWJ Investment Counsel Inc | 59,214 | $1.99M | 0.10% | +803+1.4% | Added |
| LJI Wealth Management, LLC | 58,949 | $1.98M | 0.51% | −312−0.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 58,854 | $1.98M | 0.21% | 00.0% | Unchanged |
| Thomasville National Bank | 58,355 | $1.96M | 0.17% | −152−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 58,255 | $1.96M | 0.64% | +5,539+10.5% | Added |
| First Horizon Advisors, Inc. | 58,184 | $1.96M | 0.06% | −443−0.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 58,050 | $1.95M | 0.59% | +2,788+5.0% | Added |
| Kennedy Investment Group | 58,007 | $1.95M | 1.09% | +321+0.6% | Added |
| Vision Capital Management, Inc. | 57,919 | $1.95M | 0.30% | −437−0.7% | Reduced |
| Sabal Trust CO | 57,913 | $1.95M | 0.12% | +6,642+13.0% | Added |
| Lafayette Investments, Inc. | 57,689 | $1.94M | 0.48% | +20.0% | Added |
| Poehling Capital Management, LLC | 57,630 | $1.94M | 0.61% | +140.0% | Added |
| Hudson Canyon Capital Management | 57,591 | $1.94M | 1.41% | −1,285−2.2% | Reduced |
| Souders Financial Advisors | 57,360 | $1.93M | 0.33% | +193+0.3% | Added |
| Gladstone Institutional Advisory LLC | 57,181 | $1.93M | 0.11% | −11,376−16.6% | Reduced |
| McDonald Partners LLC | 56,855 | $1.91M | 0.57% | +3,500+6.6% | Added |
| Granite Harbor Advisors, Inc. | 56,721 | $1.91M | 1.43% | +69+0.1% | Added |
| Abacus Planning Group, Inc. | 56,719 | $1.91M | 0.40% | +376+0.7% | Added |
| Northern Oak Wealth Management Inc | 56,635 | $1.91M | 0.23% | −86,476−60.4% | Reduced |
| Cumberland Partners Ltd | 69,595 | $1.91M | 0.17% | −3,200−4.4% | Reduced |
| Lake Street Advisors Group, LLC | 56,525 | $1.90M | 0.10% | +3,083+5.8% | Added |
| Prosperity Consulting Group, LLC | 56,276 | $1.89M | 0.63% | +2,904+5.4% | Added |
| Harmony Asset Management LLC | 56,228 | $1.89M | 0.80% | +56,228 | New |
| Smith Shellnut Wilson LLC | 56,220 | $1.89M | 1.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 55,936 | $1.88M | 0.36% | −437−0.8% | Reduced |
| Family Legacy, Inc. | 55,844 | $1.88M | 0.72% | +543+1.0% | Added |
| Chapin Davis, Inc. | 55,665 | $1.87M | 0.79% | +9,273+20.0% | Added |
| Sigma Planning Corp | 55,430 | $1.87M | 0.15% | −72,202−56.6% | Reduced |
| Madison Asset Management, LLC | 55,382 | $1.86M | 0.03% | +1,510+2.8% | Added |
| SeaBridge Investment Advisors LLC | 55,283 | $1.86M | 0.54% | +165+0.3% | Added |
| Concord Wealth Partners | 55,259 | $1.86M | 0.37% | +5,103+10.2% | Added |
| Mendel Money Management | 55,006 | $1.85M | 0.89% | +440+0.8% | Added |
| LM Advisors LLC | 55,006 | $1.85M | 0.37% | +55,006 | New |
| Ratan Capital Management LP | 55,000 | $1.85M | 1.21% | +55,000 | New |
| Coastal Investment Advisors, Inc. | 54,992 | $1.85M | 0.42% | +1,038+1.9% | Added |
| Blue Fin Capital, Inc. | 54,679 | $1.84M | 0.47% | −2,229−3.9% | Reduced |
| Wulff, Hansen & Co. | 54,658 | $1.84M | 2.04% | −3,665−6.3% | Reduced |
| Claro Advisors LLC | 54,649 | $1.84M | 0.40% | −1,014−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 54,621 | $1.84M | 0.07% | −496−0.9% | Reduced |
| Clarkston Capital Partners, LLC | 54,600 | $1.84M | 0.03% | 00.0% | Unchanged |