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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 54,565 | $183.7 萬 | 0.76% | −556−1.0% | 減碼 |
| Synergy Financial Management, LLC | 54,503 | $183.5 萬 | 0.33% | −24,897−31.4% | 減碼 |
| Hartford Financial Management Inc. | 54,423 | $183.2 萬 | 0.42% | +457+0.8% | 加碼 |
| Evergreen Wealth Management, LLC | 54,421 | $183.2 萬 | 1.35% | +1,338+2.5% | 加碼 |
| GAMMA Investing LLC | 53,767 | $182.9 萬 | 0.50% | +53,767 | 新進 |
| First Business Financial Services, Inc. | 54,226 | $182.6 萬 | 0.21% | −2,651−4.7% | 減碼 |
| Highlander Capital Management, LLC | 53,919 | $181.5 萬 | 0.65% | +2,517+4.9% | 加碼 |
| Portside Wealth Group, LLC | 53,867 | $181.4 萬 | 0.34% | +4,019+8.1% | 加碼 |
| Washington Trust Bank | 53,776 | $181.1 萬 | 0.16% | +282+0.5% | 加碼 |
| Octavia Wealth Advisors, LLC | 53,626 | $180.6 萬 | 0.32% | +851+1.6% | 加碼 |
| Neville Rodie & Shaw Inc | 53,426 | $179.9 萬 | 0.15% | −12,300−18.7% | 減碼 |
| SageView Advisory Group, LLC | 51,688 | $179.8 萬 | 0.08% | +10,788+26.4% | 加碼 |
| Wunderlich Capital Managemnt | 53,401 | $179.8 萬 | 0.81% | −14,001−20.8% | 減碼 |
| CMG Global Holdings, LLC | 52,605 | $179.2 萬 | 1.30% | −7,549−12.5% | 減碼 |
| Cito Capital Group, LLC | 52,870 | $178.0 萬 | 0.76% | +500+1.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 52,885 | $177.1 萬 | 0.90% | −458−0.9% | 減碼 |
| Winton Group Ltd | 52,522 | $176.8 萬 | 0.13% | −90,232−63.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 52,480 | $176.7 萬 | 0.47% | +368+0.7% | 加碼 |
| Cumberland Advisors Inc | 52,400 | $176.4 萬 | 0.76% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 52,250 | $175.9 萬 | 0.16% | +9,325+21.7% | 加碼 |
| WSFS Capital Management, LLC | 52,018 | $175.1 萬 | 0.11% | +7,920+18.0% | 加碼 |
| NBT Bank N A | 52,013 | $175.1 萬 | 0.14% | +3,451+7.1% | 加碼 |
| Lindbrook Capital, LLC | 51,900 | $174.7 萬 | 0.17% | −125,872−70.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 51,848 | $174.6 萬 | 0.07% | +4,685+9.9% | 加碼 |
| Exencial Wealth Advisors, LLC | 51,631 | $173.8 萬 | 0.07% | +3,791+7.9% | 加碼 |
| MTM Investment Management, LLC | 51,331 | $172.8 萬 | 0.79% | +10.0% | 加碼 |
| Grant/GrossMendelsohn, LLC | 51,664 | $172.7 萬 | 0.71% | +110.0% | 加碼 |
| Connecticut Wealth Management, LLC | 51,043 | $171.9 萬 | 0.10% | −3,782−6.9% | 減碼 |
| HCR Wealth Advisors | 50,945 | $171.5 萬 | 0.27% | −287−0.6% | 減碼 |
| Howland Capital Management LLC | 50,910 | $171.4 萬 | 0.09% | −11,095−17.9% | 減碼 |
| Prairiewood Capital, LLC | 50,827 | $171.1 萬 | 0.89% | −1,076−2.1% | 減碼 |
| Mission Wealth Management, LP | 50,813 | $171.1 萬 | 0.06% | +639+1.3% | 加碼 |
| Prestige Wealth Management Group LLC | 50,788 | $171.0 萬 | 0.39% | +9,688+23.6% | 加碼 |
| Sandy Spring Bank | 50,663 | $170.6 萬 | 0.08% | −1,386−2.7% | 減碼 |
| Sierra Capital LLC | 50,557 | $170.2 萬 | 0.25% | −488−1.0% | 減碼 |
| Wedmont Private Capital | 49,565 | $169.3 萬 | 0.14% | +794+1.6% | 加碼 |
| Mango Investments LLC | 50,000 | $168.3 萬 | 1.06% | +50,000 | 新進 |
| Lake Street Financial LLC | 49,978 | $168.3 萬 | 0.26% | −3,984−7.4% | 減碼 |
| ABN AMRO Bank N.V. | 49,622 | $167.8 萬 | 0.03% | −1,010−2.0% | 減碼 |
| Longfellow Investment Management Co LLC | 49,803 | $167.7 萬 | 0.41% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 49,737 | $167.5 萬 | 0.75% | +49,737 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 49,482 | $166.6 萬 | 0.03% | 00.0% | 不變 |
| Register Financial Advisors LLC | 49,343 | $166.1 萬 | 1.11% | +8,720+21.5% | 加碼 |
| NTV Asset Management LLC | 49,155 | $165.5 萬 | 0.28% | −1,634−3.2% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 49,037 | $165.1 萬 | 0.62% | −504−1.0% | 減碼 |
| Advisory Research Inc | 48,973 | $164.9 萬 | 0.25% | −3,362−6.4% | 減碼 |
| Waldron Private Wealth LLC | 48,924 | $164.7 萬 | 0.08% | +209+0.4% | 加碼 |
| Sargent Investment Group, LLC | 48,873 | $164.6 萬 | 0.36% | +10,160+26.2% | 加碼 |
| Wellington Shields Capital Management, LLC | 48,635 | $163.8 萬 | 0.20% | −43,625−47.3% | 減碼 |
| AlTi Global, Inc. | 48,215 | $163.0 萬 | 0.05% | +48,215 | 新進 |
| L2 Asset Management, LLC | 48,402 | $163.0 萬 | 0.67% | +48,304+49,289.8% | 加碼 |
| Duncker Streett & Co Inc | 48,336 | $162.7 萬 | 0.34% | −3,899−7.5% | 減碼 |
| Investment Advisory Services Inc | 48,290 | $162.6 萬 | 0.64% | −2,073−4.1% | 減碼 |
| NVWM, LLC | 48,274 | $162.5 萬 | 0.49% | −685−1.4% | 減碼 |
| Arvest Investments, Inc. | 47,999 | $161.6 萬 | 0.26% | +47,999 | 新進 |
| Godshalk Welsh Capital Management, Inc. | 47,895 | $161.3 萬 | 1.16% | −2,305−4.6% | 減碼 |
| Proquility Private Wealth Partners, LLC | 47,685 | $160.6 萬 | 0.61% | −14,446−23.3% | 減碼 |
| Gs Investments, Inc. | 47,641 | $160.4 萬 | 0.84% | −11,630−19.6% | 減碼 |
| Etesian Wealth Advisors, Inc. | 47,329 | $160.4 萬 | 0.96% | +106+0.2% | 加碼 |
| Gratus Wealth Advisors, LLC | 47,602 | $160.3 萬 | 0.32% | +47,602 | 新進 |
| Excalibur Management Corp | 47,563 | $160.1 萬 | 0.75% | −320−0.7% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 47,539 | $160.1 萬 | 0.19% | −46,034−49.2% | 減碼 |
| Nebula Research & Development LLC | 47,513 | $160.0 萬 | 0.48% | +47,513 | 新進 |
| Probity Advisors, Inc. | 47,482 | $159.9 萬 | 0.35% | −1,108−2.3% | 減碼 |
| Busey Wealth Management | 47,452 | $159.8 萬 | 0.06% | −2,511−5.0% | 減碼 |
| Burney Co | 47,402 | $159.6 萬 | 0.07% | −190.0% | 減碼 |
| CWA Asset Management Group, LLC | 47,246 | $159.1 萬 | 0.11% | +9,626+25.6% | 加碼 |
| Buckley Wealth Management, LLC | 47,103 | $158.6 萬 | 0.55% | −1,340−2.8% | 減碼 |
| Herold Advisors, Inc. | 47,093 | $158.6 萬 | 0.44% | +661+1.4% | 加碼 |
| American Capital Advisory, LLC | 46,926 | $158.0 萬 | 1.13% | +46,926 | 新進 |
| Guardian Wealth Advisors, LLC | 46,922 | $158.0 萬 | 0.24% | +952+2.1% | 加碼 |
| Greytown Advisors Inc. | 46,918 | $158.0 萬 | 0.86% | +70.0% | 加碼 |
| Parkside Financial Bank & Trust | 46,702 | $157.2 萬 | 0.29% | −2,567−5.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 46,694 | $157.2 萬 | 0.05% | −5,348−10.3% | 減碼 |
| Atlas Brown,Inc. | 46,685 | $157.2 萬 | 0.65% | +426+0.9% | 加碼 |
| Visionary Wealth Advisors | 46,574 | $156.8 萬 | 0.12% | −2,354−4.8% | 減碼 |
| Martin & Co Inc | 46,425 | $156.3 萬 | 0.39% | −2,415−4.9% | 減碼 |
| Aspiriant, LLC | 46,404 | $156.2 萬 | 0.07% | +495+1.1% | 加碼 |
| Dohj, LLC | 46,372 | $156.1 萬 | 0.46% | −8,447−15.4% | 減碼 |
| Kingfisher Capital LLC | 46,294 | $155.9 萬 | 0.41% | −58,782−55.9% | 減碼 |
| Regal Investment Advisors LLC | 46,278 | $155.8 萬 | 0.12% | −4,929−9.6% | 減碼 |
| Palogic Value Management, L.P. | 46,253 | $155.7 萬 | 0.69% | +2,027+4.6% | 加碼 |
| IMS Capital Management | 46,241 | $155.7 萬 | 0.76% | +15,450+50.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 46,165 | $155.4 萬 | 0.11% | −3,405−6.9% | 減碼 |
| Cowa, LLC | 46,123 | $155.3 萬 | 0.97% | +5,209+12.7% | 加碼 |
| Mayflower Financial Advisors, LLC | 298,710 | $155.3 萬 | 0.21% | −589−0.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,038 | $155.0 萬 | 0.17% | −1,522−3.2% | 減碼 |
| Coombe, Bender & Co LLC | 45,778 | $154.1 萬 | 0.96% | −14,507−24.1% | 減碼 |
| Adell Harriman & Carpenter Inc | 45,756 | $154.1 萬 | 0.14% | +3,375+8.0% | 加碼 |
| Capital Markets Trading UK LLP | 45,574 | $153.4 萬 | 1.13% | +45,574 | 新進 |
| CRA Financial Services, LLC | 45,159 | $152.1 萬 | 0.37% | −1,322−2.8% | 減碼 |
| Charles Carroll Financial Partners, LLC | 45,139 | $152.0 萬 | 1.64% | −8,350−15.6% | 減碼 |
| Syon Capital LLC | 45,133 | $152.0 萬 | 0.16% | +1,308+3.0% | 加碼 |
| PFG Investments, LLC | 44,999 | $151.5 萬 | 0.28% | +415+0.9% | 加碼 |
| One Charles Private Wealth Services, LLC | 44,846 | $151.0 萬 | 0.80% | −100.0% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 44,800 | $150.8 萬 | 0.46% | −3,100−6.5% | 減碼 |
| Advisor OS, LLC | 44,693 | $150.5 萬 | 0.20% | +1,751+4.1% | 加碼 |
| Worth Venture Partners, LLC | 44,667 | $150.4 萬 | 0.82% | +2,263+5.3% | 加碼 |
| NBW Capital LLC | 44,649 | $150.3 萬 | 0.33% | +23,907+115.3% | 加碼 |
| Coppell Advisory Solutions LLC | 44,647 | $150.3 萬 | 0.30% | +22,809+104.4% | 加碼 |