Bank of America Corp
BAC- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000070858
近 90 天,Bank of America Corp 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 3,620 家機構在 13F 申報持有,市值合計 $3,048 億;波克夏、Oakmark(Harris Associates)等 4 位大師持有。
其他股別BACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
2023 年第 4 季 13F 持有人
Bank of America Corp 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,860
- 較 2023 年第 3 季 +276 家
- 持有股數
- 55.9 億
- 較 2023 年第 3 季 +8,798 萬 (+1.6%)
- 總市值
- $1,881 億
- 較 2023 年第 3 季 +$374.7 億 (+24.9%)
- 新進機構
- 410
- 另有 922 家加碼
- 清倉機構
- 134
- 另有 1,283 家減碼
另有 41 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 BAC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,620 | $3,048 億 |
| 2026 年第 1 季 | 3,493 | $2,592 億 |
| 2025 年第 4 季 | 3,616 | $3,036 億 |
| 2025 年第 3 季 | 3,367 | $2,817 億 |
| 2025 年第 2 季 | 3,322 | $2,601 億 |
| 2025 年第 1 季 | 3,215 | $2,312 億 |
| 2024 年第 4 季 | 3,277 | $2,473 億 |
| 2024 年第 3 季 | 2,989 | $2,206 億 |
| 2024 年第 2 季 | 2,956 | $2,243 億 |
| 2024 年第 1 季 | 2,925 | $2,138 億 |
| 2023 年第 4 季 | 2,860 | $1,881 億 |
| 2023 年第 3 季 | 2,625 | $1,509 億 |
| 2023 年第 2 季 | 2,652 | $1,580 億 |
| 2023 年第 1 季 | 2,665 | $1,575 億 |
| 2022 年第 4 季 | 2,723 | $1,869 億 |
| 2022 年第 3 季 | 2,606 | $1,697 億 |
| 2022 年第 2 季 | 2,648 | $1,738 億 |
| 2022 年第 1 季 | 2,796 | $2,319 億 |
| 2021 年第 4 季 | 2,791 | $2,549 億 |
| 2021 年第 3 季 | 2,500 | $2,484 億 |
| 2021 年第 2 季 | 2,495 | $2,496 億 |
| 2021 年第 1 季 | 2,479 | $2,371 億 |
2023 年第 4 季持有機構
每家機構持有 Bank of America Corp 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 8,219 | $27.7 萬 | 0.07% | −1,965−19.3% | 減碼 |
| Centric Wealth Management | 8,427 | $27.8 萬 | 0.09% | −1,929−18.6% | 減碼 |
| Marshall Financial Group Inc | 8,259 | $27.8 萬 | 0.10% | +70+0.9% | 加碼 |
| Northwest Quadrant Wealth Management, LLC | 8,261 | $27.8 萬 | 0.07% | −1,427−14.7% | 減碼 |
| Novak & Powell Financial Services, Inc. | 8,273 | $27.9 萬 | 0.19% | +8,273 | 新進 |
| Single Point Partners, LLC | 8,272 | $27.9 萬 | 0.07% | −962−10.4% | 減碼 |
| Strategy Asset Managers LLC | 8,296 | $27.9 萬 | 0.07% | +299+3.7% | 加碼 |
| Shelton Wealth Management, LLC | 8,321 | $28.0 萬 | 0.20% | −2,989−26.4% | 減碼 |
| Cedar Brook Financial Partners, LLC | 8,455 | $28.0 萬 | 0.06% | −44−0.5% | 減碼 |
| Plato Investment Management Ltd | 8,339 | $28.1 萬 | 0.34% | +8,339 | 新進 |
| Oxford Financial Group Ltd | 8,346 | $28.1 萬 | 0.02% | +8,346 | 新進 |
| Gateway Advisory, LLC | 8,394 | $28.3 萬 | 0.05% | +989+13.4% | 加碼 |
| Capital Management Associates | 8,400 | $28.3 萬 | 0.36% | −16,247−65.9% | 減碼 |
| Cherrydale Wealth Management, LLC | 8,401 | $28.3 萬 | 0.15% | +8,401 | 新進 |
| Financial Perspectives, Inc | 8,444 | $28.4 萬 | 0.12% | +82+1.0% | 加碼 |
| KLR Investment Advisors, LLC | 8,450 | $28.5 萬 | 0.21% | +8,450 | 新進 |
| Ethos Financial Group, LLC | 8,452 | $28.5 萬 | 0.06% | +492+6.2% | 加碼 |
| Spartan Planning & Wealth Management | 8,465 | $28.5 萬 | 0.30% | +8,458+120,828.6% | 加碼 |
| First Bank & Trust | 8,474 | $28.5 萬 | 0.07% | +809+10.6% | 加碼 |
| Narwhal Capital Management | 8,479 | $28.5 萬 | 0.03% | +289+3.5% | 加碼 |
| Widmann Financial Services, Inc. | 8,496 | $28.6 萬 | 0.26% | +498+6.2% | 加碼 |
| GW Henssler & Associates Ltd | 8,515 | $28.7 萬 | 0.02% | +629+8.0% | 加碼 |
| Charles Schwab Trust Co | 8,520 | $28.7 萬 | 0.03% | −9,788−53.5% | 減碼 |
| Zhang Financial LLC | 8,535 | $28.7 萬 | 0.02% | +8,535 | 新進 |
| Dogwood Wealth Management LLC | 8,536 | $28.7 萬 | 0.22% | +8,536 | 新進 |
| Jump Financial, LLC | 8,562 | $28.8 萬 | 0.01% | −19,952−70.0% | 減碼 |
| GSB Wealth Management, LLC | 8,580 | $28.9 萬 | 0.09% | +10.0% | 加碼 |
| Hardy Reed LLC | 8,586 | $28.9 萬 | 0.04% | −120−1.4% | 減碼 |
| Sierra Summit Advisors LLC | 8,600 | $29.0 萬 | 0.08% | +8,600 | 新進 |
| Paladin Advisory Group, LLC | 8,606 | $29.0 萬 | 0.24% | 00.0% | 不變 |
| First County Bank | 8,611 | $29.0 萬 | 0.14% | −417−4.6% | 減碼 |
| RS Crum Inc. | 8,620 | $29.0 萬 | 0.09% | −300−3.4% | 減碼 |
| Interchange Capital Partners, LLC | 8,718 | $29.0 萬 | 0.22% | −1,534−15.0% | 減碼 |
| Jacobsen Capital Management | 8,635 | $29.1 萬 | 0.15% | +646+8.1% | 加碼 |
| Park Place Capital Corp | 8,642 | $29.1 萬 | 0.12% | +665+8.3% | 加碼 |
| Marks Group Wealth Management, Inc | 8,691 | $29.3 萬 | 0.03% | +530+6.5% | 加碼 |
| St Germain D J Co Inc | 8,703 | $29.3 萬 | 0.02% | −1,829−17.4% | 減碼 |
| Cooper/Haims Advisors, LLC | 8,718 | $29.4 萬 | 0.17% | +56+0.6% | 加碼 |
| Oxinas Partners Wealth Management LLC | 8,726 | $29.4 萬 | 0.21% | −10−0.1% | 減碼 |
| New Insight Wealth Advisors | 8,737 | $29.4 萬 | 0.20% | +8,737 | 新進 |
| Legacy Capital Wealth Partners, LLC | 8,770 | $29.5 萬 | 0.08% | +338+4.0% | 加碼 |
| Westshore Wealth, LLC | 8,773 | $29.5 萬 | 0.14% | −143−1.6% | 減碼 |
| Summit Financial Strategies, Inc. | 8,787 | $29.6 萬 | 0.05% | −1,618−15.6% | 減碼 |
| Community Trust & Investment Co | 8,795 | $29.6 萬 | 0.02% | +476+5.7% | 加碼 |
| First Affirmative Financial Network | 8,823 | $29.7 萬 | 0.24% | −120−1.3% | 減碼 |
| Townsend & Associates, Inc | 9,015 | $29.7 萬 | 0.04% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 8,848 | $29.8 萬 | 0.07% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 8,853 | $29.8 萬 | 0.29% | +682+8.3% | 加碼 |
| Hamilton Capital, LLC | 8,924 | $30.0 萬 | 0.02% | +489+5.8% | 加碼 |
| Wellspring Financial Advisors, LLC | 8,928 | $30.1 萬 | 0.07% | −147−1.6% | 減碼 |
| GenTrust, LLC | 8,931 | $30.1 萬 | 0.02% | −96−1.1% | 減碼 |
| Evermay Wealth Management LLC | 8,996 | $30.3 萬 | 0.06% | −767−7.9% | 減碼 |
| Klingman & Associates, LLC | 8,997 | $30.3 萬 | 0.02% | −859−8.7% | 減碼 |
| Twelve Points Wealth Management LLC | 9,003 | $30.3 萬 | 0.14% | −1,272−12.4% | 減碼 |
| PSI Advisors, LLC | 9,020 | $30.4 萬 | 0.11% | +10+0.1% | 加碼 |
| Rodgers Brothers Inc. | 9,026 | $30.4 萬 | 0.05% | +300+3.4% | 加碼 |
| Jag Capital Management, LLC | 9,027 | $30.4 萬 | 0.05% | −2,197−19.6% | 減碼 |
| Edgestream Partners, L.P. | 9,028 | $30.4 萬 | 0.02% | −14,747−62.0% | 減碼 |
| MBA Advisors LLC | 9,031 | $30.4 萬 | 0.17% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 9,038 | $30.4 萬 | 0.01% | −1,928−17.6% | 減碼 |
| DT Investment Partners, LLC | 8,756 | $30.5 萬 | 0.03% | +456+5.5% | 加碼 |
| Townsend Asset Management Corp | 9,066 | $30.5 萬 | 0.14% | −1,088−10.7% | 減碼 |
| EFG Asset Management (Americas) Corp. | 9,081 | $30.6 萬 | 0.07% | −65,047−87.7% | 減碼 |
| Hyperion Capital Advisors LP | 9,081 | $30.6 萬 | 0.17% | 00.0% | 不變 |
| Constitution Capital LLC | 9,100 | $30.6 萬 | 0.18% | −1,902−17.3% | 減碼 |
| Royal Fund Management, LLC | 9,118 | $30.7 萬 | 0.04% | +655+7.7% | 加碼 |
| Balentine LLC | 9,120 | $30.7 萬 | 0.01% | −4,447−32.8% | 減碼 |
| TrueWealth Advisors, LLC | 9,129 | $30.7 萬 | 0.12% | −115−1.2% | 減碼 |
| Kure Advisory, LLC | 9,147 | $30.8 萬 | 0.16% | +905+11.0% | 加碼 |
| Financial Security Advisor, Inc. | 9,169 | $30.9 萬 | 0.12% | −1,377−13.1% | 減碼 |
| Heritage Financial Services, LLC | 9,193 | $31.0 萬 | 0.05% | +1,649+21.9% | 加碼 |
| Certified Advisory Corp | 9,196 | $31.0 萬 | 0.05% | −40.0% | 減碼 |
| Sage Investment Advisers LLC | 9,222 | $31.0 萬 | 0.38% | −662−6.7% | 減碼 |
| Executive Wealth Management, LLC | 9,233 | $31.1 萬 | 0.03% | −264−2.8% | 減碼 |
| Rosenberg Matthew Hamilton | 9,234 | $31.1 萬 | 0.10% | −16−0.2% | 減碼 |
| Financial Advisory Corp | 9,237 | $31.1 萬 | 0.14% | +9,237 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 9,232 | $31.1 萬 | 0.19% | −350−3.7% | 減碼 |
| Apella Capital, LLC | 9,236 | $31.2 萬 | 0.02% | −991−9.7% | 減碼 |
| One Wealth Advisors, LLC | 9,272 | $31.2 萬 | 0.06% | −7−0.1% | 減碼 |
| Bath Savings Trust Co | 9,278 | $31.2 萬 | 0.04% | +110+1.2% | 加碼 |
| Steward Partners Investment Solutions, LLC | 9,284 | $31.3 萬 | 0.13% | +9,284 | 新進 |
| Successful Portfolios LLC | 9,298 | $31.3 萬 | 0.23% | +1,120+13.7% | 加碼 |
| Wallace Advisory Group, LLC | 11,455 | $31.4 萬 | 0.25% | −941−7.6% | 減碼 |
| ASB Consultores, LLC | 9,328 | $31.4 萬 | 0.10% | −7,122−43.3% | 減碼 |
| Franklin Street Advisors Inc | 9,343 | $31.5 萬 | 0.03% | −390−4.0% | 減碼 |
| Twinbeech Capital LP | 9,365 | $31.5 萬 | 0.01% | −113,175−92.4% | 減碼 |
| Dimension Capital Management LLC | 9,383 | $31.6 萬 | 0.07% | −14,421−60.6% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 9,421 | $31.7 萬 | 0.02% | +10.0% | 加碼 |
| Keystone Financial Services | 9,438 | $31.8 萬 | 0.15% | −258−2.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 9,455 | $31.8 萬 | 0.05% | −2,600−21.6% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 9,456 | $31.8 萬 | 0.02% | −18−0.2% | 減碼 |
| Waterloo Capital, L.P. | 9,508 | $32.0 萬 | 0.05% | +9,508 | 新進 |
| Meadow Creek Wealth Advisors LLC | 9,518 | $32.0 萬 | 0.31% | +9,518 | 新進 |
| Romano Brothers and Company | 9,523 | $32.1 萬 | 0.05% | −5,853−38.1% | 減碼 |
| Bridgeworth, LLC | 9,532 | $32.1 萬 | 0.03% | +1,493+18.6% | 加碼 |
| Sonata Capital Group Inc | 9,600 | $32.3 萬 | 0.16% | −700−6.8% | 減碼 |
| Eagle Wealth Strategies LLC | 9,599 | $32.3 萬 | 0.19% | +9,599 | 新進 |
| Masso Torrence Wealth Management Inc. | 9,605 | $32.3 萬 | 0.22% | −912−8.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 9,606 | $32.3 萬 | 0.04% | −1,450−13.1% | 減碼 |
| Magnolia Capital Advisors LLC | 9,312 | $32.4 萬 | 0.24% | +9,312 | 新進 |