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, Q1 2024
Institutional positions in Bank of America Corp as of Mar 31, 2024. 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
- 2,925
- +106 vs. Q4 2023
- Shares held
- 5.64B
- +93.6M (+1.7%) vs. Q4 2023
- Total value
- $213.8B
- +$27.0B (+14.5%) vs. Q4 2023
- New holders
- 236
- 1,105 more added
- Sold out
- 130
- 1,271 more reduced
41 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $379 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 11 | $431 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 13 | $493 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 26 | $986 | 0.00% | +26 | New |
| Global Assets Advisory, LLC | 44,349 | $1.18K | 0.05% | +44,349 | New |
| Robinswood Financial LLC | 35 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 35 | $1.33K | 0.00% | −25,753−99.9% | Reduced |
| LGT Financial Advisors LLC | 40 | $1.52K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 50 | $2.00K | 0.00% | −100−66.7% | Reduced |
| Westend Capital Management, LLC | 54 | $2.05K | 0.00% | +54 | New |
| Tfo-TDC, LLC | 59 | $2.24K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 77 | $2.92K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 86 | $3.26K | 0.16% | −17−16.5% | Reduced |
| Lam Group, Inc. | 86 | $3.26K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 95 | $3.60K | 0.00% | +95 | New |
| Northwest Bank & Trust Co | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 98 | $3.70K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 98 | $3.71K | 0.00% | +1+1.0% | Added |
| PFS Partners, LLC | 103 | $3.91K | 0.00% | +1+1.0% | Added |
| FWL Investment Management, LLC | 105 | $3.98K | 0.00% | −110−51.2% | Reduced |
| Cedar Wealth Management, LLC | 105 | $3.98K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 109 | $4.13K | 0.00% | +109 | New |
| Evolution Advisers, Inc. | 124 | $5.00K | 0.00% | +1+0.8% | Added |
| TruNorth Capital Management, LLC | 135 | $5.12K | 0.00% | +135 | New |
| Cedar Mountain Advisors, LLC | 137 | $5.20K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 145 | $5.50K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 162 | $6.14K | 0.00% | +162 | New |
| Stephenson National Bank & Trust | 169 | $6.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 172 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $7.40K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 198 | $7.51K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 200 | $7.58K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 205 | $7.78K | 0.00% | +205 | New |
| ORG Partners LLC | 208 | $7.80K | 0.01% | −3,301−94.1% | Reduced |
| Ameliora Wealth Management Ltd. | 207 | $7.85K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $8.00K | 0.00% | +100+100.0% | Added |
| Fairman Group, LLC | 215 | $8.15K | 0.01% | −1,320−86.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 216 | $8.19K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 216 | $8.19K | 0.00% | +216 | New |
| Partnership Wealth Management, LLC | 230 | $8.73K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 244 | $9.00K | 0.00% | −175,832−99.9% | Reduced |
| Ogorek Anthony Joseph | 253 | $9.00K | 0.00% | −225−47.1% | Reduced |
| NewSquare Capital LLC | 245 | $9.29K | 0.00% | −48−16.4% | Reduced |
| Insight Financial Services | 247 | $9.40K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 250 | $9.48K | 0.00% | +250 | New |
| Coston, McIsaac & Partners | 281 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 270 | $10.1K | 0.00% | +233+629.7% | Added |
| McCarthy Grittinger Financial Group, LLC | 270 | $10.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 90 | $10.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 276 | $10.5K | 0.00% | +1+0.4% | Added |
| Bear Mountain Capital, Inc. | 300 | $10.6K | 0.00% | −50−14.3% | Reduced |
| AlphaMark Advisors, LLC | 278 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 300 | $11.4K | 0.00% | −2,553−89.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 328 | $12.4K | 0.00% | −13−3.8% | Reduced |
| Country Trust Bank | 328 | $12.4K | 0.00% | −111−25.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 370 | $12.5K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 350 | $13.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 350 | $13.3K | 0.01% | +350 | New |
| EntryPoint Capital, LLC | 388 | $14.7K | 0.01% | −1,641−80.9% | Reduced |
| ZRC Wealth Management, LLC | 397 | $15.0K | 0.01% | −743−65.2% | Reduced |
| Robbins Farley LLC | 400 | $15.2K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 450 | $17.1K | 0.01% | +450 | New |
| Clarity Asset Management, Inc. | 459 | $17.4K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 461 | $17.5K | 0.02% | +3+0.7% | Added |
| Lummis Asset Management, LP | 461 | $17.5K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 495 | $18.8K | 0.01% | +4+0.8% | Added |
| Cranbrook Wealth Management, LLC | 498 | $18.9K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 500 | $19.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 501 | $19.0K | 0.00% | +1+0.2% | Added |
| Lowe Wealth Advisors, LLC | 505 | $19.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 515 | $19.5K | 0.01% | +55+12.0% | Added |
| Glass Jacobson Investment Advisors llc | 519 | $19.7K | 0.01% | +2+0.4% | Added |
| Nordwand Advisors, LLC | 545 | $20.7K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 550 | $20.9K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 579 | $22.0K | 0.00% | +117+25.3% | Added |
| Valued Wealth Advisors LLC | 590 | $22.4K | 0.02% | +334+130.5% | Added |
| Richardson Capital Management LLC | 600 | $22.8K | 0.02% | −400−40.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 600 | $23.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 624 | $23.7K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 626 | $23.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 633 | $24.0K | 0.02% | +91+16.8% | Added |
| Wiser Advisor Group LLC | 637 | $24.2K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 645 | $24.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 653 | $24.8K | 0.01% | −82−11.2% | Reduced |
| Financial Freedom, LLC | 671 | $25.4K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 683 | $25.9K | 0.03% | +547+402.2% | Added |
| Chelsea Counsel Co | 700 | $26.5K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 775 | $29.4K | 0.01% | +75+10.7% | Added |
| Raffa Wealth Management, LLC | 779 | $29.5K | 0.01% | −507−39.4% | Reduced |
| Cornerstone Planning Group LLC | 805 | $30.0K | 0.01% | −49−5.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 800 | $30.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 801 | $30.4K | 0.00% | +142+21.5% | Added |
| Granite FO LLC | 772 | $30.8K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 832 | $31.6K | 0.02% | −2,396−74.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 847 | $32.1K | 0.02% | +72+9.3% | Added |
| Livelsberger Financial Advisory | 847 | $32.5K | 0.38% | +6+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 862 | $32.7K | 0.02% | −200−18.8% | Reduced |
| Frazier Financial Advisors, LLC | 864 | $32.8K | 0.03% | +370+74.9% | Added |