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
- 2,860
- +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
- 1,283 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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 470,963 | $15.9M | 0.21% | −10,687−2.2% | Reduced |
| Glenview Trust Co | 470,785 | $15.9M | 0.39% | −27,794−5.6% | Reduced |
| GoodHaven Capital Management, LLC | 469,881 | $15.8M | 6.86% | +83,060+21.5% | Added |
| Matthew Goff Investment Advisor, LLC | 466,639 | $15.7M | 3.48% | −2,077−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 464,519 | $15.6M | 0.40% | +1,135+0.2% | Added |
| Hartford Investment Management Co | 463,508 | $15.6M | 0.58% | −9,129−1.9% | Reduced |
| Walleye Capital LLC | 461,922 | $15.6M | 0.22% | −208,836−31.1% | Reduced |
| Cornerstone Advisors, LLC | 458,100 | $15.4M | 0.68% | −59,900−11.6% | Reduced |
| Pacer Advisors, Inc. | 454,977 | $15.3M | 0.04% | +14,702+3.3% | Added |
| GWM Advisors LLC | 467,500 | $15.3M | 0.14% | −46,223−9.0% | Reduced |
| Davis R M Inc | 452,600 | $15.2M | 0.35% | −30,392−6.3% | Reduced |
| QV Investors Inc. | 450,655 | $15.2M | 1.37% | −5,110−1.1% | Reduced |
| Eagle Asset Management Inc | 450,261 | $15.2M | 0.08% | +361,379+406.6% | Added |
| Simon Quick Advisors, LLC | 447,434 | $15.1M | 1.33% | −8,281−1.8% | Reduced |
| Fort Pitt Capital Group, LLC | 446,909 | $15.0M | 0.49% | +17,320+4.0% | Added |
| Capital Research Global Investors | 446,429 | $15.0M | 0.00% | +446,429 | New |
| Grassi Investment Management | 446,020 | $15.0M | 1.57% | +1,500+0.3% | Added |
| Lockheed Martin Investment Management Co | 473,500 | $15.0M | 1.08% | +473,500 | New |
| Regions Financial Corp | 442,337 | $14.9M | 0.12% | −37,657−7.8% | Reduced |
| Rollins Financial Advisors, LLC | 441,919 | $14.9M | 3.11% | +441,919 | New |
| Forbes J M & Co LLP | 437,890 | $14.7M | 1.71% | +4,914+1.1% | Added |
| Securian Asset Management, Inc | 436,047 | $14.7M | 0.42% | −60,067−12.1% | Reduced |
| Degroof Petercam Asset Management | 436,000 | $14.7M | 0.19% | +436,000 | New |
| FIL Ltd | 427,913 | $14.4M | 0.02% | −442,432−50.8% | Reduced |
| Colony Group, LLC | 425,751 | $14.3M | 0.19% | +425,751 | New |
| Wafra Inc. | 423,847 | $14.3M | 0.84% | −500,296−54.1% | Reduced |
| LMR Partners LLP | 423,147 | $14.2M | 0.36% | +423,147 | New |
| Farmers & Merchants Investments Inc | 421,539 | $14.2M | 0.52% | −11,983−2.8% | Reduced |
| Longbow Finance SA | 419,829 | $14.1M | 1.44% | +419,829 | New |
| Atria Investments LLC | 417,915 | $14.1M | 0.22% | +36,876+9.7% | Added |
| Louisiana State Employees Retirement System | 416,300 | $14.0M | 0.29% | −12,000−2.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412,800 | $14.0M | 1.26% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 414,249 | $13.9M | 0.18% | +4,119+1.0% | Added |
| JustInvest LLC | 411,285 | $13.8M | 0.36% | −1,014−0.2% | Reduced |
| Myriad Asset Management US LP | 411,265 | $13.8M | 7.67% | +411,265 | New |
| Envestnet Portfolio Solutions, Inc. | 407,849 | $13.7M | 0.06% | +6,715+1.7% | Added |
| Cinctive Capital Management LP | 407,728 | $13.7M | 0.96% | −67,273−14.2% | Reduced |
| Wesleyan Assurance Society | 407,250 | $13.7M | 1.36% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 406,403 | $13.7M | 1.61% | −4,185−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 406,033 | $13.7M | 0.03% | +8,158+2.1% | Added |
| Howe & Rusling Inc | 404,232 | $13.6M | 1.44% | −38,272−8.6% | Reduced |
| Credit Agricole S A | 403,462 | $13.6M | 0.28% | +182,184+82.3% | Added |
| Becker Capital Management Inc | 403,001 | $13.6M | 0.49% | −16,616−4.0% | Reduced |
| PB Investment Partners, L.P. | 401,844 | $13.5M | 10.56% | +14,597+3.8% | Added |
| Aristotle Atlantic Partners, LLC | 400,720 | $13.5M | 0.47% | +111,216+38.4% | Added |
| Bridgeway Capital Management, LLC | 398,197 | $13.4M | 0.29% | −44,187−10.0% | Reduced |
| Live Oak Private Wealth LLC | 389,682 | $13.1M | 2.47% | −16,700−4.1% | Reduced |
| DuPont Capital Management Corp | 389,427 | $13.1M | 1.15% | −35,262−8.3% | Reduced |
| Ziegler Capital Management, LLC | 388,116 | $13.1M | 0.59% | −17,548−4.3% | Reduced |
| Achmea Investment Management B.V. | 386,913 | $13.0M | 0.27% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 383,100 | $12.9M | 0.52% | +123,600+47.6% | Added |
| TownSquare Capital, LLC | 382,110 | $12.9M | 0.22% | +55,310+16.9% | Added |
| CBOE Vest Financial, LLC | 382,047 | $12.9M | 0.48% | +63,192+19.8% | Added |
| Associated Banc-Corp | 376,361 | $12.7M | 0.44% | +3,005+0.8% | Added |
| Salzhauer Michael | 374,614 | $12.6M | 11.33% | −81,397−17.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 373,779 | $12.6M | 0.21% | −179,232−32.4% | Reduced |
| Davenport & Co LLC | 372,005 | $12.5M | 0.09% | −5,123−1.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 370,731 | $12.5M | 1.87% | −4,694−1.3% | Reduced |
| Xcel Wealth Management, LLC | 370,492 | $12.5M | 4.37% | +30,275+8.9% | Added |
| Evergreen Capital Management LLC | 370,313 | $12.5M | 0.51% | +1,895+0.5% | Added |
| ING Groep NV | 365,137 | $12.3M | 0.10% | −414,327−53.2% | Reduced |
| Banque Cantonale Vaudoise | 363,985 | $12.3M | 0.53% | −71,595−16.4% | Reduced |
| Hantz Financial Services, Inc. | 363,328 | $12.2M | 0.27% | −9,796−2.6% | Reduced |
| Chilton Capital Management LLC | 362,723 | $12.2M | 0.62% | −1,338−0.4% | Reduced |
| New Mexico Educational Retirement Board | 360,754 | $12.1M | 0.47% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 358,886 | $12.1M | 0.09% | −218,569−37.9% | Reduced |
| Gifford Fong Associates | 357,901 | $12.1M | 2.56% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 357,114 | $12.0M | 1.29% | −80,076−18.3% | Reduced |
| Adams Asset Advisors, LLC | 354,987 | $12.0M | 1.61% | +10,799+3.1% | Added |
| Caldwell Investment Management Ltd. | 350,000 | $11.8M | 9.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 348,377 | $11.7M | 0.42% | −8,917−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 347,434 | $11.7M | 0.15% | −13,989−3.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 345,917 | $11.6M | 1.11% | +5,965+1.8% | Added |
| Washington Trust Co | 345,615 | $11.6M | 0.46% | −19,997−5.5% | Reduced |
| Auxier Asset Management | 342,363 | $11.5M | 1.86% | −2,009−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 342,276 | $11.5M | 0.14% | −194,100−36.2% | Reduced |
| Prospect Hill Management, LLC | 341,400 | $11.5M | 6.86% | −8,100−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 341,311 | $11.5M | 0.19% | −54,667−13.8% | Reduced |
| PEAK6 Investments LLC | 340,041 | $11.4M | 0.49% | −54,685−13.9% | Reduced |
| First Washington CORP | 339,294 | $11.4M | 4.39% | −11,787−3.4% | Reduced |
| Metis Global Partners, LLC | 338,292 | $11.4M | 0.45% | +39,485+13.2% | Added |
| NWF Advisory Services Inc. | 338,002 | $11.4M | 2.27% | +13,221+4.1% | Added |
| Gardner Lewis Asset Management L P | 336,637 | $11.3M | 3.95% | −3,666−1.1% | Reduced |
| Highland Capital Management, LLC | 336,521 | $11.3M | 0.70% | +550.0% | Added |
| CCM Investment Advisers LLC | 336,141 | $11.3M | 1.39% | −9,553−2.8% | Reduced |
| Estabrook Capital Management | 333,603 | $11.2M | 1.83% | −4,278−1.3% | Reduced |
| Hoylecohen, LLC | 333,085 | $11.2M | 0.92% | −3,731−1.1% | Reduced |
| Bokf, NA | 332,658 | $11.2M | 0.22% | −12,816−3.7% | Reduced |
| Hoertkorn Richard Charles | 328,933 | $11.1M | 4.99% | +8,466+2.6% | Added |
| United Asset Strategies, Inc. | 327,149 | $11.0M | 1.24% | +234,172+251.9% | Added |
| Redwood Grove Capital, LLC | 325,700 | $11.0M | 4.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 323,874 | $10.9M | 1.38% | +11,888+3.8% | Added |
| Community Bank of Raymore | 323,336 | $10.9M | 4.79% | −24,430−7.0% | Reduced |
| Ingalls & Snyder LLC | 323,320 | $10.9M | 0.49% | −30,934−8.7% | Reduced |
| Linscomb & Williams, Inc. | 319,856 | $10.8M | 0.59% | −9,027−2.7% | Reduced |
| Generate Investment Management Ltd | 318,884 | $10.7M | 0.93% | +318,884 | New |
| Appleton Partners Inc | 317,480 | $10.7M | 0.86% | +8,438+2.7% | Added |
| Stanley Capital Management, LLC | 316,142 | $10.6M | 2.62% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 314,840 | $10.6M | 0.02% | +394+0.1% | Added |
| Thompson Investment Management, Inc. | 313,822 | $10.6M | 1.70% | −5,414−1.7% | Reduced |