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 |
|---|---|---|---|---|---|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 230,630 | $7.77M | 3.57% | 00.0% | Unchanged |
| Viking Fund Management LLC | 230,000 | $7.74M | 1.51% | +30,000+15.0% | Added |
| Access Investment Management LLC | 230,000 | $7.74M | 2.89% | +230,000 | New |
| Northwest & Ethical Investments L.P. | 229,934 | $7.74M | 0.24% | +25,959+12.7% | Added |
| HRT Financial LP | 229,502 | $7.73M | 0.06% | +116,116+102.4% | Added |
| Siemens Fonds Invest GmbH | 229,426 | $7.72M | 0.63% | +46,880+25.7% | Added |
| Greatmark Investment Partners, Inc. | 229,410 | $7.72M | 1.21% | −9,357−3.9% | Reduced |
| Stamos Capital Partners, L.P. | 229,030 | $7.71M | 2.09% | −147,810−39.2% | Reduced |
| Philadelphia Trust Co | 228,011 | $7.68M | 0.72% | −15,552−6.4% | Reduced |
| Perigon Wealth Management, LLC | 226,583 | $7.63M | 0.25% | +4,795+2.2% | Added |
| Hennessy Advisors Inc | 225,300 | $7.59M | 0.38% | +225,300 | New |
| Parallax Volatility Advisers, L.P. | 223,387 | $7.52M | 0.21% | −652,505−74.5% | Reduced |
| Eagle Ridge Investment Management | 222,501 | $7.49M | 0.73% | −9,253−4.0% | Reduced |
| Bollard Group LLC | 221,252 | $7.45M | 0.26% | −31,684−12.5% | Reduced |
| Providence Capital Advisors, LLC | 221,220 | $7.45M | 1.79% | +13,769+6.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 221,218 | $7.45M | 1.91% | +3,840+1.8% | Added |
| RPG Investment Advisory, LLC | 221,170 | $7.45M | 1.21% | +3,996+1.8% | Added |
| Cornerstone Wealth Group, LLC | 220,105 | $7.41M | 1.06% | +160,422+268.8% | Added |
| Lighthouse Investment Partners, LLC | 219,976 | $7.41M | 0.54% | +76,100+52.9% | Added |
| Laurel Wealth Advisors LLC | 219,916 | $7.40M | 1.42% | −4,994−2.2% | Reduced |
| Financial Avengers, Inc. | 219,671 | $7.39M | 4.45% | +2,066+0.9% | Added |
| New England Asset Management Inc | 219,500 | $7.39M | 1.19% | −21,550−8.9% | Reduced |
| Borer Denton & Associates, Inc. | 219,227 | $7.38M | 2.83% | −4,515−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 217,928 | $7.34M | 0.19% | −283−0.1% | Reduced |
| Cambridge Financial Group, Inc. | 216,491 | $7.29M | 3.65% | −1,560−0.7% | Reduced |
| Schnieders Capital Management LLC | 215,541 | $7.26M | 1.60% | −76,005−26.1% | Reduced |
| Altrafin AG | 215,000 | $7.24M | 2.79% | −200−0.1% | Reduced |
| Westfield Capital Management Co LP | 214,916 | $7.24M | 0.04% | +4,830+2.3% | Added |
| Advisors Asset Management, Inc. | 213,867 | $7.20M | 0.15% | −40,143−15.8% | Reduced |
| First Financial Bank - Trust Division | 211,966 | $7.14M | 0.73% | +33,242+18.6% | Added |
| tru Independence LLC | 211,923 | $7.14M | 2.17% | −3,372−1.6% | Reduced |
| Phraction Management LLC | 209,031 | $7.04M | 2.97% | −2,544−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 208,958 | $7.04M | 0.65% | +14,337+7.4% | Added |
| Kerrisdale Advisers, LLC | 208,299 | $7.01M | 2.09% | +7,450+3.7% | Added |
| Astoria Portfolio Advisors LLC. | 211,588 | $6.99M | 2.83% | −170−0.1% | Reduced |
| Savant Capital, LLC | 207,232 | $6.98M | 0.09% | −8,046−3.7% | Reduced |
| Shikiar Asset Management Inc | 207,194 | $6.98M | 2.16% | −17,925−8.0% | Reduced |
| Twin Capital Management Inc | 207,125 | $6.97M | 0.91% | −15,238−6.9% | Reduced |
| Wedbush Securities Inc | 207,022 | $6.97M | 0.31% | −7,425−3.5% | Reduced |
| Everence Capital Management Inc | 204,460 | $6.88M | 0.49% | 00.0% | Unchanged |
| United Services Automobile Association | 204,028 | $6.87M | 0.15% | +19,505+10.6% | Added |
| Advisory Services Network, LLC | 203,993 | $6.87M | 0.17% | −23,855−10.5% | Reduced |
| Azimuth Capital Investment Management LLC | 203,418 | $6.85M | 0.31% | −11,954−5.6% | Reduced |
| Allworth Financial LP | 202,514 | $6.82M | 0.05% | +5,459+2.8% | Added |
| Consolidated Investment Group LLC | 202,013 | $6.80M | 1.20% | 00.0% | Unchanged |
| Udine Wealth Management, Inc. | 201,416 | $6.78M | 5.40% | −3,610−1.8% | Reduced |
| Wharton Business Group, LLC | 201,307 | $6.78M | 0.34% | −150,578−42.8% | Reduced |
| Investment House LLC | 201,266 | $6.78M | 0.48% | −20,532−9.3% | Reduced |
| World Equity Group, Inc. | 205,902 | $6.76M | 1.36% | +2,682+1.3% | Added |
| Blue Investment Partners LLC | 200,479 | $6.75M | 4.40% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 200,150 | $6.74M | 0.61% | +35,713+21.7% | Added |
| Tegean Capital Management, LLC | 200,000 | $6.73M | 8.20% | +175,000+700.0% | Added |
| First National Trust Co | 199,046 | $6.70M | 0.29% | −16,291−7.6% | Reduced |
| Great Lakes Retirement, Inc. | 198,644 | $6.69M | 1.10% | +3,857+2.0% | Added |
| Trexquant Investment LP | 198,438 | $6.68M | 0.15% | −437,352−68.8% | Reduced |
| Valeo Financial Advisors, LLC | 197,974 | $6.67M | 0.27% | +2,565+1.3% | Added |
| Pavion Blue Capital, LLC | 196,522 | $6.62M | 3.65% | −1,121−0.6% | Reduced |
| Boothe Investment Group, Inc. | 196,287 | $6.61M | 2.98% | −1,261−0.6% | Reduced |
| Assenagon Asset Management S.A. | 195,634 | $6.59M | 0.02% | −66,878−25.5% | Reduced |
| Van Den Berg Management I, Inc | 195,173 | $6.57M | 2.18% | +19,625+11.2% | Added |
| Resources Investment Advisors, LLC. | 195,103 | $6.57M | 0.11% | +21,787+12.6% | Added |
| Bridge Creek Capital Management LLC | 194,891 | $6.56M | 2.28% | +8,411+4.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 194,786 | $6.56M | 0.29% | +73,678+60.8% | Added |
| Quantinno Capital Management LP | 194,732 | $6.56M | 0.23% | −47,656−19.7% | Reduced |
| Wallington Asset Management, LLC | 192,658 | $6.49M | 1.09% | −223,581−53.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 192,289 | $6.47M | 0.17% | +192,289 | New |
| First Hawaiian Bank | 191,599 | $6.45M | 0.20% | −4,282−2.2% | Reduced |
| Montgomery Investment Management Inc | 191,411 | $6.44M | 1.98% | −1,100−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 191,231 | $6.44M | 0.24% | −2,673−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 191,012 | $6.43M | 0.40% | +5,384+2.9% | Added |
| Moneta Group Investment Advisors LLC | 190,480 | $6.41M | 0.13% | −1,526−0.8% | Reduced |
| Wetherby Asset Management Inc | 190,405 | $6.41M | 0.33% | −6,088−3.1% | Reduced |
| Rench Wealth Management, Inc. | 189,616 | $6.38M | 2.69% | −4,611−2.4% | Reduced |
| Integrated Advisors Network LLC | 189,329 | $6.37M | 0.36% | +79,476+72.3% | Added |
| Focus Financial Network Inc | 188,176 | $6.34M | 0.24% | +188,176 | New |
| Dakota Wealth Management | 187,937 | $6.33M | 0.25% | −6,567−3.4% | Reduced |
| Brinker Capital Investments, LLC | 185,028 | $6.32M | 0.07% | −7,763−4.0% | Reduced |
| Orion Portfolio Solutions, LLC | 185,028 | $6.32M | 0.07% | −7,763−4.0% | Reduced |
| Investment Management Corp of Ontario | 184,792 | $6.22M | 0.15% | +184,792 | New |
| Huber Capital Management LLC | 181,916 | $6.13M | 1.54% | −42,449−18.9% | Reduced |
| Harvey Capital Management Inc | 180,700 | $6.08M | 2.02% | −6,875−3.7% | Reduced |
| Goelzer Investment Management, Inc. | 180,581 | $6.08M | 0.39% | +1,207+0.7% | Added |
| ARS Wealth Advisors Group, LLC | 180,360 | $6.07M | 0.90% | −30,314−14.4% | Reduced |
| River Wealth Advisors LLC | 179,748 | $6.05M | 0.97% | +1,077+0.6% | Added |
| FJ Investments, LLC | 179,596 | $6.05M | 0.29% | +179,596 | New |
| Resources Management Corp | 178,419 | $6.01M | 0.89% | −3,229−1.8% | Reduced |
| Evercore Wealth Management, LLC | 177,956 | $5.99M | 0.10% | −9,220−4.9% | Reduced |
| Nicholas Investment Partners, LP | 177,313 | $5.97M | 0.70% | +177,313 | New |
| Silicon Valley Capital Partners | 177,239 | $5.97M | 1.00% | −9,536−5.1% | Reduced |
| Ariel Investments, LLC | 176,881 | $5.96M | 0.06% | +20,273+12.9% | Added |
| Cutler Group LP | 176,076 | $5.93M | 0.82% | −29,669−14.4% | Reduced |
| CTF Capital Management, LP | 175,500 | $5.91M | 3.97% | +175,500 | New |
| Baldwin Brothers Inc | 175,194 | $5.90M | 0.46% | −1,350−0.8% | Reduced |
| Congress Wealth Management LLC | 174,921 | $5.89M | 0.11% | +14,412+9.0% | Added |
| Stolper Co | 174,547 | $5.88M | 2.37% | +704+0.4% | Added |
| Fagan Associates, Inc. | 174,188 | $5.86M | 1.27% | −200−0.1% | Reduced |
| Lee Danner & Bass Inc | 174,152 | $5.86M | 0.50% | −7,998−4.4% | Reduced |
| Fusion Capital, LLC | 173,168 | $5.83M | 2.99% | +5,771+3.4% | Added |
| Intrust Bank NA | 172,706 | $5.82M | 0.67% | −9,022−5.0% | Reduced |
| Empowered Funds, LLC | 171,693 | $5.78M | 0.15% | +6,668+4.0% | Added |