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
- 2,859
- 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 1,282 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 | 3,492 | $2,592 億 |
| 2025 年第 4 季 | 3,615 | $3,036 億 |
| 2025 年第 3 季 | 3,366 | $2,817 億 |
| 2025 年第 2 季 | 3,321 | $2,601 億 |
| 2025 年第 1 季 | 3,214 | $2,312 億 |
| 2024 年第 4 季 | 3,276 | $2,473 億 |
| 2024 年第 3 季 | 2,988 | $2,206 億 |
| 2024 年第 2 季 | 2,955 | $2,243 億 |
| 2024 年第 1 季 | 2,924 | $2,138 億 |
| 2023 年第 4 季 | 2,859 | $1,881 億 |
| 2023 年第 3 季 | 2,624 | $1,509 億 |
| 2023 年第 2 季 | 2,651 | $1,580 億 |
| 2023 年第 1 季 | 2,664 | $1,575 億 |
| 2022 年第 4 季 | 2,722 | $1,869 億 |
| 2022 年第 3 季 | 2,605 | $1,697 億 |
| 2022 年第 2 季 | 2,647 | $1,738 億 |
| 2022 年第 1 季 | 2,795 | $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 |
|---|---|---|---|---|---|
| Legacy Wealth Management, LLC | 83,095 | $279.8 萬 | 1.35% | +160+0.2% | 加碼 |
| Stock Yards Bank & Trust Co | 82,971 | $279.4 萬 | 0.10% | +2,926+3.7% | 加碼 |
| Financial Counselors Inc | 82,937 | $279.2 萬 | 0.05% | +383+0.5% | 加碼 |
| Trust Asset Management LLC | 82,806 | $278.8 萬 | 0.27% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 82,720 | $278.5 萬 | 0.02% | +1,931+2.4% | 加碼 |
| HBK Sorce Advisory LLC | 82,598 | $278.1 萬 | 0.11% | −4,176−4.8% | 減碼 |
| Berkshire Bank | 82,415 | $277.5 萬 | 0.73% | −1,382−1.6% | 減碼 |
| CAPROCK Group, Inc. | 82,217 | $276.8 萬 | 0.18% | −24,703−23.1% | 減碼 |
| Private Trust Co NA | 81,806 | $275.4 萬 | 0.32% | −9,663−10.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 81,800 | $275.4 萬 | 0.25% | −2,378−2.8% | 減碼 |
| Institute for Wealth Management, LLC. | 81,773 | $275.3 萬 | 0.45% | −277−0.3% | 減碼 |
| NorthRock Partners, LLC | 81,714 | $275.1 萬 | 0.12% | +26,042+46.8% | 加碼 |
| Triangle Securities Wealth Management | 81,515 | $274.5 萬 | 0.85% | −891−1.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 81,464 | $274.3 萬 | 0.37% | +28,169+52.9% | 加碼 |
| AlphaCore Capital LLC | 81,353 | $273.9 萬 | 0.40% | −7,608−8.6% | 減碼 |
| Modera Wealth Management, LLC | 81,083 | $273.0 萬 | 0.05% | −6,507−7.4% | 減碼 |
| Guardian Investment Management | 80,588 | $271.3 萬 | 2.30% | −6,391−7.3% | 減碼 |
| Aspen Grove Capital, LLC | 80,808 | $271.2 萬 | 0.83% | −12,826−13.7% | 減碼 |
| Capital Analysts, LLC | 80,563 | $271.2 萬 | 0.14% | +2,676+3.4% | 加碼 |
| Culbertson A N & Co Inc | 80,452 | $270.9 萬 | 0.50% | +4,065+5.3% | 加碼 |
| Independent Financial Group, LLC | 80,251 | $270.2 萬 | 0.14% | −2,766−3.3% | 減碼 |
| Peddock Capital Advisors, LLC | 80,163 | $269.9 萬 | 0.82% | +1,770+2.3% | 加碼 |
| WCG Wealth Advisors LLC | 80,021 | $269.4 萬 | 0.20% | −7,419−8.5% | 減碼 |
| Banco de Sabadell, S.A | 79,347 | $267.3 萬 | 2.03% | +1,248+1.6% | 加碼 |
| Alaska Permanent Fund Corp | 79,288 | $267.0 萬 | 0.04% | −412−0.5% | 減碼 |
| Clear Rock Advisors, LLC | 80,573 | $266.5 萬 | 1.20% | +80,573 | 新進 |
| Parcion Private Wealth LLC | 79,118 | $266.4 萬 | 0.24% | 00.0% | 不變 |
| Roundview Capital LLC | 79,116 | $266.4 萬 | 0.25% | −22,371−22.0% | 減碼 |
| Quadrant Capital Group LLC | 78,831 | $265.4 萬 | 0.23% | +23,158+41.6% | 加碼 |
| Exeter Financial, LLC | 78,886 | $265.3 萬 | 1.29% | −5,056−6.0% | 減碼 |
| Lakewood Asset Management LLC | 78,782 | $265.3 萬 | 2.06% | −3,275−4.0% | 減碼 |
| Bayesian Capital Management, LP | 78,182 | $263.2 萬 | 0.28% | −131,118−62.6% | 減碼 |
| Engineers Gate Manager LP | 77,961 | $262.5 萬 | 0.07% | −255,288−76.6% | 減碼 |
| Moody National Bank Trust Division | 77,838 | $262.1 萬 | 0.20% | −77,440−49.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 77,620 | $261.3 萬 | 1.18% | +3,444+4.6% | 加碼 |
| Connectus Wealth, LLC | 77,518 | $261.0 萬 | 0.05% | +4,654+6.4% | 加碼 |
| Quadcap Wealth Management, LLC | 77,490 | $260.9 萬 | 0.67% | +77,490 | 新進 |
| Formidable Asset Management, LLC | 77,386 | $260.6 萬 | 0.57% | −713−0.9% | 減碼 |
| Country Club Bank | 76,816 | $260.3 萬 | 0.20% | −141,517−64.8% | 減碼 |
| Citizens Financial Group Inc | 77,273 | $260.2 萬 | 0.09% | +17,133+28.5% | 加碼 |
| Brookmont Capital Management | 77,137 | $259.7 萬 | 1.45% | −3,454−4.3% | 減碼 |
| Duff & Phelps Investment Management Co | 77,130 | $259.7 萬 | 0.03% | +700+0.9% | 加碼 |
| DRW Securities, LLC | 76,992 | $259.2 萬 | 0.08% | +59,016+328.3% | 加碼 |
| Ironvine Capital Partners, LLC | 76,179 | $256.5 萬 | 0.31% | 00.0% | 不變 |
| Atom Investors LP | 76,021 | $256.0 萬 | 0.45% | +76,021 | 新進 |
| Heritage Trust Co | 75,742 | $255.0 萬 | 0.36% | −3,554−4.5% | 減碼 |
| Advisors Capital Management, LLC | 75,748 | $255.0 萬 | 0.05% | +75,748 | 新進 |
| Mystic Asset Management, Inc. | 75,579 | $254.5 萬 | 1.22% | +3,890+5.4% | 加碼 |
| Meridian Wealth Advisors, LLC | 75,485 | $254.2 萬 | 0.56% | −76−0.1% | 減碼 |
| Cetera Trust Company, N.A | 75,443 | $254.0 萬 | 1.58% | +75,443 | 新進 |
| Meeder Advisory Services, Inc. | 75,229 | $253.3 萬 | 0.29% | +3,392+4.7% | 加碼 |
| Mendon Capital Advisors Corp | 75,000 | $252.5 萬 | 1.19% | +75,000 | 新進 |
| Advanced Portfolio Management, LLC | 75,000 | $252.5 萬 | 2.66% | +75,000 | 新進 |
| Raab & Moskowitz Asset Management LLC | 74,992 | $252.5 萬 | 0.80% | −2,506−3.2% | 減碼 |
| Shorepoint Capital Partners LLC | 74,718 | $251.6 萬 | 0.67% | – | – |
| Cohen Investment Advisors LLC | 74,681 | $251.5 萬 | 1.85% | +1,466+2.0% | 加碼 |
| Family Management Corp | 74,611 | $251.2 萬 | 0.52% | +1,739+2.4% | 加碼 |
| Citizens Business Bank | 74,080 | $249.4 萬 | 0.55% | −4,112−5.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $249.2 萬 | 0.87% | 00.0% | 不變 |
| Cigna Investments Inc | 73,897 | $248.8 萬 | 0.52% | −1,319−1.8% | 減碼 |
| Nwam LLC | 73,881 | $248.8 萬 | 0.20% | +847+1.2% | 加碼 |
| Graypoint LLC | 73,831 | $248.6 萬 | 0.20% | +2,842+4.0% | 加碼 |
| Baker Tilly Wealth Management, LLC | 73,737 | $248.3 萬 | 0.41% | +1,160+1.6% | 加碼 |
| Golden State Equity Partners | 73,526 | $247.6 萬 | 0.60% | −159−0.2% | 減碼 |
| Capital Asset Advisory Services LLC | 73,502 | $247.5 萬 | 0.15% | +9,342+14.6% | 加碼 |
| Processus Wealth & Capital Management, LLC | 73,075 | $246.0 萬 | 2.46% | +73,075 | 新進 |
| Holderness Investments Co | 73,042 | $245.9 萬 | 0.68% | +3,432+4.9% | 加碼 |
| Mach-1 Financial Group, Inc. | 73,034 | $245.9 萬 | 0.94% | −2,928−3.9% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 72,458 | $244.0 萬 | 0.24% | −592−0.8% | 減碼 |
| Burton Enright Welch | 72,291 | $243.4 萬 | 0.65% | −30.0% | 減碼 |
| Cornercap Investment Counsel Inc | 72,157 | $243.0 萬 | 0.40% | −509−0.7% | 減碼 |
| Alpha DNA Investment Management LLC | 71,940 | $242.2 萬 | 1.44% | −2,088−2.8% | 減碼 |
| Grove Bank & Trust | 71,810 | $241.8 萬 | 0.44% | −1,801−2.4% | 減碼 |
| Lodestone Wealth Management LLC | 71,706 | $241.4 萬 | 1.41% | +7,568+11.8% | 加碼 |
| Spire Wealth Management | 74,887 | $241.3 萬 | 0.08% | −5,397−6.7% | 減碼 |
| Ronald Blue Trust, Inc. | 88,018 | $241.0 萬 | 0.04% | −1,656−1.8% | 減碼 |
| Change Path, LLC | 71,559 | $241.0 萬 | 0.15% | +6,597+10.2% | 加碼 |
| Checchi Capital Advisers, LLC | 71,464 | $240.6 萬 | 0.20% | −1,498−2.1% | 減碼 |
| Norris Financial Group, LLC | 71,429 | $240.5 萬 | 1.46% | −574−0.8% | 減碼 |
| Charter Research & Investment Group, Inc. | 71,366 | $240.3 萬 | 1.99% | −450−0.6% | 減碼 |
| Financial Advisory Service, Inc. | 71,287 | $240.0 萬 | 0.23% | −867−1.2% | 減碼 |
| Massachusetts Wealth Management | 71,066 | $239.3 萬 | 1.93% | +680+1.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 70,808 | $238.4 萬 | 0.61% | +23,210+48.8% | 加碼 |
| Hendershot Investments Inc. | 70,757 | $238.2 萬 | 0.37% | −29,367−29.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 70,746 | $238.2 萬 | 0.75% | +5,279+8.1% | 加碼 |
| Corecam Pte. Ltd. | 70,600 | $237.7 萬 | 2.60% | +70,600 | 新進 |
| Capstone Investment Advisors, LLC | 70,400 | $237.0 萬 | 0.04% | −273,442−79.5% | 減碼 |
| Columbia Trust Co 01012016 | 70,339 | $236.8 萬 | 1.07% | +10,745+18.0% | 加碼 |
| Clarius Group, LLC | 70,005 | $235.7 萬 | 0.20% | −6,632−8.7% | 減碼 |
| Caldwell Trust Co | 69,944 | $235.5 萬 | 0.30% | −17,145−19.7% | 減碼 |
| Arete Wealth Advisors, LLC | 69,836 | $235.2 萬 | 0.18% | +69,836 | 新進 |
| SS&H Financial Advisors, Inc. | 69,808 | $235.0 萬 | 1.00% | −1,500−2.1% | 減碼 |
| Harbour Capital Advisors, LLC | 70,041 | $234.8 萬 | 0.64% | −40,808−36.8% | 減碼 |
| Capital Advisors Inc | 69,694 | $234.7 萬 | 0.05% | +18,431+36.0% | 加碼 |
| 9258 Wealth Management, LLC | 69,647 | $234.5 萬 | 0.41% | −2,009−2.8% | 減碼 |
| Studio Investment Management LLC | 69,645 | $234.5 萬 | 0.60% | −7,465−9.7% | 減碼 |
| Lincoln Capital Corp | 69,637 | $234.5 萬 | 1.14% | −2,830−3.9% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 69,452 | $233.8 萬 | 0.97% | +69,452 | 新進 |
| Diligent Investors, LLC | 69,353 | $233.5 萬 | 0.64% | −294−0.4% | 減碼 |
| Davis Investment Partners, LLC | 68,745 | $232.4 萬 | 1.13% | −1,561−2.2% | 減碼 |