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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 171,412 | $5.77M | 0.59% | +2,520+1.5% | Added |
| Duality Advisers, LP | 171,159 | $5.76M | 0.61% | +59,866+53.8% | Added |
| Roanoke Asset Management Corp | 170,138 | $5.73M | 2.12% | −210−0.1% | Reduced |
| Gibraltar Capital Management, Inc. | 169,842 | $5.72M | 2.44% | −5,198−3.0% | Reduced |
| First Citizens Bank & Trust Co | 169,675 | $5.71M | 0.10% | −38,731−18.6% | Reduced |
| Richard Bernstein Advisors LLC | 169,379 | $5.70M | 0.13% | +20,973+14.1% | Added |
| First American Bank | 168,883 | $5.69M | 0.48% | +6,753+4.2% | Added |
| Thoroughbred Financial Services, LLC | 168,860 | $5.68M | 0.46% | −13,148−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 168,646 | $5.68M | 0.21% | −5,623−3.2% | Reduced |
| Asio Capital, LLC | 168,593 | $5.68M | 1.33% | −7,008−4.0% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 168,244 | $5.66M | 4.01% | +100.0% | Added |
| Impax Asset Management Group plc | 168,099 | $5.66M | 0.02% | +18,178+12.1% | Added |
| Unison Asset Management LLC | 167,161 | $5.63M | 3.30% | 00.0% | Unchanged |
| Webster Bank, N. A. | 167,003 | $5.62M | 0.69% | −1,128−0.7% | Reduced |
| Portfolio Design Labs, LLC | 166,075 | $5.59M | 2.12% | +166,075 | New |
| Signaturefd, LLC | 165,880 | $5.59M | 0.13% | +38,842+30.6% | Added |
| Cetera Advisors LLC | 165,805 | $5.58M | 0.08% | +1,479+0.9% | Added |
| Means Investment Co., Inc. | 165,455 | $5.57M | 0.80% | −8,154−4.7% | Reduced |
| Wade G W & Inc | 164,413 | $5.54M | 0.18% | +14,679+9.8% | Added |
| Buffington Mohr McNeal | 163,314 | $5.50M | 1.10% | +118,695+266.0% | Added |
| Northeast Investment Management | 163,039 | $5.49M | 0.29% | −19,147−10.5% | Reduced |
| Hoey Investments, Inc | 162,780 | $5.48M | 1.55% | −85,258−34.4% | Reduced |
| CTC LLC | 161,289 | $5.43M | 0.05% | +43,932+37.4% | Added |
| Brookstone Capital Management | 161,249 | $5.43M | 0.11% | +3,149+2.0% | Added |
| Fiduciary Trust Co | 160,952 | $5.42M | 0.09% | +770.0% | Added |
| Alberta Investment Management Corp | 160,900 | $5.42M | 0.05% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 160,459 | $5.40M | 3.78% | −314−0.2% | Reduced |
| Ascent Group, LLC | 160,417 | $5.39M | 0.51% | +9,630+6.4% | Added |
| Tokio Marine Asset Management Co Ltd | 160,077 | $5.39M | 0.30% | +9,240+6.1% | Added |
| Fundamentun, LLC | 159,672 | $5.38M | 0.64% | −26,614−14.3% | Reduced |
| Woodstock Corp | 158,822 | $5.35M | 0.62% | −4,370−2.7% | Reduced |
| Kempner Capital Management Inc. | 158,098 | $5.32M | 2.98% | −430.0% | Reduced |
| Lincluden Management Ltd | 158,066 | $5.32M | 0.65% | +5,021+3.3% | Added |
| Boyar Asset Management Inc. | 157,488 | $5.30M | 3.98% | −8,469−5.1% | Reduced |
| Fred Alger Management, LLC | 156,970 | $5.29M | 0.03% | +10,066+6.9% | Added |
| Centiva Capital, LP | 156,536 | $5.27M | 0.33% | +147,184+1,573.8% | Added |
| Pring Turner Capital Group Inc | 156,392 | $5.27M | 4.03% | −3,201−2.0% | Reduced |
| Ritholtz Wealth Management | 156,313 | $5.26M | 0.20% | +15,203+10.8% | Added |
| GLOBALT Investments LLC | 155,931 | $5.25M | 0.22% | +155,931 | New |
| Ossiam | 154,635 | $5.21M | 0.08% | −922,006−85.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 153,463 | $5.17M | 0.25% | −8,236−5.1% | Reduced |
| Boston Financial Mangement LLC | 153,064 | $5.15M | 0.17% | +8,326+5.8% | Added |
| Belmont Capital, LLC | 152,632 | $5.14M | 2.19% | +9,514+6.6% | Added |
| Edge Capital Group, LLC | 152,152 | $5.12M | 0.29% | −30,489−16.7% | Reduced |
| Lincoln National Corp | 151,777 | $5.11M | 0.09% | −12,891−7.8% | Reduced |
| Aldebaran Capital, LLC | 151,745 | $5.11M | 5.23% | −260−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 151,020 | $5.08M | 0.72% | +120,706+398.2% | Added |
| Harvest Portfolios Group Inc. | 150,898 | $5.08M | 0.22% | −14,997−9.0% | Reduced |
| Baugh & Associates, LLC | 150,630 | $5.07M | 2.92% | −1,807−1.2% | Reduced |
| TCW Group Inc | 149,737 | $5.06M | 0.06% | +108,660+264.5% | Added |
| Winning Points Advisors, LLC | 150,349 | $5.06M | 7.80% | +7,769+5.4% | Added |
| Boston Private Wealth LLC | 150,105 | $5.05M | 0.12% | +9,946+7.1% | Added |
| EULAV Asset Management | 150,000 | $5.05M | 0.16% | −20,000−11.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 149,070 | $5.02M | 0.28% | +17,330+13.2% | Added |
| Creative Financial Designs Inc | 148,822 | $5.01M | 0.51% | +22,253+17.6% | Added |
| Red Door Wealth Management, LLC | 147,802 | $4.98M | 1.08% | +7,139+5.1% | Added |
| Park National Corp | 147,584 | $4.97M | 0.20% | −9,487−6.0% | Reduced |
| Whalerock Point Partners, LLC | 147,424 | $4.96M | 1.54% | −17,671−10.7% | Reduced |
| Stratos Wealth Advisors, LLC | 146,820 | $4.94M | 0.28% | +13,726+10.3% | Added |
| Steel Peak Wealth Management LLC | 146,783 | $4.94M | 0.29% | +47,215+47.4% | Added |
| Inlet Private Wealth, LLC | 145,170 | $4.89M | 1.50% | −11,000−7.0% | Reduced |
| Shelton Capital Management | 145,138 | $4.89M | 0.16% | −124,050−46.1% | Reduced |
| Smith, Salley & Associates | 145,115 | $4.89M | 0.32% | −16,802−10.4% | Reduced |
| Lynch & Associates | 143,953 | $4.85M | 1.18% | −1,740−1.2% | Reduced |
| GTS Securities LLC | 143,749 | $4.84M | 0.10% | −579,954−80.1% | Reduced |
| Axxcess Wealth Management, LLC | 143,153 | $4.82M | 0.14% | +68,419+91.6% | Added |
| Courier Capital LLC | 142,972 | $4.81M | 0.37% | −358−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 140,887 | $4.81M | 0.66% | −96,275−40.6% | Reduced |
| Icon Wealth Advisors, LLC | 142,849 | $4.81M | 0.50% | +142,849 | New |
| Diversified Trust Co | 142,770 | $4.81M | 0.16% | +8,491+6.3% | Added |
| SevenBridge Financial Group, LLC | 142,108 | $4.78M | 1.13% | −87−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 141,999 | $4.78M | 0.41% | −14,616−9.3% | Reduced |
| Fulton Bank, N.A. | 140,960 | $4.75M | 0.21% | +742+0.5% | Added |
| BKD Wealth Advisors, LLC | 140,705 | $4.74M | 0.13% | −5,170−3.5% | Reduced |
| Concurrent Investment Advisors, LLC | 140,696 | $4.74M | 0.22% | +140,696 | New |
| Capricorn Fund Managers Ltd | 140,193 | $4.72M | 2.60% | 00.0% | Unchanged |
| Veriti Management LLC | 139,930 | $4.71M | 0.42% | +20,907+17.6% | Added |
| Gotham Asset Management, LLC | 139,404 | $4.69M | 0.09% | +10,917+8.5% | Added |
| Signet Financial Management, LLC | 138,928 | $4.68M | 0.70% | −5,904−4.1% | Reduced |
| Bleakley Financial Group, LLC | 138,634 | $4.67M | 0.15% | −9,595−6.5% | Reduced |
| RSM US Wealth Management LLC | 138,507 | $4.66M | 0.13% | +45,703+49.2% | Added |
| Sawtooth Solutions, LLC | 138,501 | $4.66M | 0.13% | −9,652−6.5% | Reduced |
| Arrow Financial Corp | 137,980 | $4.65M | 0.48% | −650−0.5% | Reduced |
| Greenleaf Trust | 137,193 | $4.62M | 0.05% | −30,304−18.1% | Reduced |
| Check Capital Management Inc | 137,106 | $4.62M | 0.37% | −20,948−13.3% | Reduced |
| Focused Wealth Management, Inc | 137,024 | $4.61M | 0.76% | −581−0.4% | Reduced |
| McGinn Investment Management, Inc. | 136,969 | $4.61M | 3.35% | −1,090−0.8% | Reduced |
| German American Bancorp, Inc. | 136,297 | $4.59M | 0.60% | −94,361−40.9% | Reduced |
| Simplex Trading, LLC | 136,234 | $4.59M | 0.14% | −1,342,679−90.8% | Reduced |
| Front Street Capital Management, Inc. | 135,276 | $4.55M | 0.91% | +2,774+2.1% | Added |
| Capital Insight Partners, LLC | 134,756 | $4.54M | 0.93% | +2,336+1.8% | Added |
| Moors & Cabot, Inc. | 134,376 | $4.52M | 0.28% | −23,224−14.7% | Reduced |
| Apollon Wealth Management, LLC | 134,180 | $4.52M | 0.16% | +41,728+45.1% | Added |
| Patton Albertson Miller Group, LLC | 133,412 | $4.49M | 0.75% | +27,075+25.5% | Added |
| Fayez Sarofim & Co | 135,780 | $4.49M | 0.01% | −25,329−15.7% | Reduced |
| Level Four Advisory Services, LLC | 133,135 | $4.48M | 0.25% | −4,555−3.3% | Reduced |
| Rothschild Investment LLC | 133,114 | $4.48M | 0.38% | +133,114 | New |
| TCG Advisory Services, LLC | 133,095 | $4.48M | 0.31% | +117,121+733.2% | Added |
| Hancock Whitney Corp | 132,995 | $4.48M | 0.17% | +386+0.3% | Added |
| Carret Asset Management, LLC | 132,957 | $4.48M | 0.57% | −190−0.1% | Reduced |