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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 13,426 | $511.2K | 0.08% | −1,751−11.5% | Reduced |
| Gibbs Wealth Management | 13,532 | $513.1K | 0.29% | +13,532 | New |
| M3 Advisory Group, LLC | 13,548 | $513.7K | 0.47% | −1,056−7.2% | Reduced |
| Archer Investment Corp | 13,574 | $514.7K | 0.15% | −2,971−18.0% | Reduced |
| Colonial Trust Co | 13,592 | $515.4K | 0.10% | −128−0.9% | Reduced |
| Montchanin Asset Management, LLC | 13,600 | $516.0K | 0.51% | +13,600 | New |
| Apexium Financial, LP | 13,553 | $516.3K | 0.04% | +268+2.0% | Added |
| Eagle Harbor Asset Management Inc | 13,618 | $516.4K | 0.55% | −617−4.3% | Reduced |
| Ledyard National Bank | 13,657 | $517.9K | 0.05% | −1,741−11.3% | Reduced |
| Hanover Advisors Inc | 13,671 | $518.4K | 0.22% | −253−1.8% | Reduced |
| HBW Advisory Services LLC | 15,451 | $520.0K | 0.10% | 00.0% | Unchanged |
| Rice Partnership, LLC | 13,746 | $521.2K | 0.12% | +903+7.0% | Added |
| Crawford Investment Counsel Inc | 13,751 | $521.4K | 0.01% | +603+4.6% | Added |
| New Jersey Better Educational Savings Trust | 13,753 | $521.5K | 0.99% | 00.0% | Unchanged |
| First Foundation Advisors | 13,776 | $522.4K | 0.02% | +3,431+33.2% | Added |
| Evergreen Wealth Solutions, LLC | 13,780 | $522.5K | 0.39% | −227−1.6% | Reduced |
| Raleigh Capital Management Inc. | 13,786 | $522.8K | 0.23% | −1,059−7.1% | Reduced |
| Financial Management Network Inc | 14,204 | $524.4K | 0.13% | −423−2.9% | Reduced |
| Tiemann Investment Advisors, LLC | 13,850 | $525.2K | 0.23% | −200−1.4% | Reduced |
| Addison Capital Co | 13,858 | $525.5K | 0.26% | −1,035−6.9% | Reduced |
| Visionary Horizons, LLC | 14,732 | $527.4K | 0.41% | +172+1.2% | Added |
| Cary Street Partners Asset Management LLC | 13,938 | $528.5K | 0.08% | −368−2.6% | Reduced |
| First Trust Investment Solutions L.P. | 13,953 | $529.1K | 0.09% | +664+5.0% | Added |
| Arbor Investment Advisors, LLC | 13,966 | $529.6K | 0.08% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 13,974 | $529.9K | 0.05% | +4,051+40.8% | Added |
| Garden State Investment Advisory Services LLC | 14,000 | $529.9K | 0.19% | +124+0.9% | Added |
| Stanley-Laman Group, Ltd. | 14,000 | $530.9K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14,016 | $531.0K | 0.08% | +2,939+26.5% | Added |
| Lantz Financial LLC | 14,009 | $531.2K | 0.17% | +92+0.7% | Added |
| Lion Street Advisors, LLC | 15,784 | $531.4K | 0.22% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,018 | $531.6K | 0.06% | −1,526−9.8% | Reduced |
| Driehaus Capital Management LLC | 14,029 | $532.0K | 0.01% | +14,029 | New |
| CFO4Life Group, LLC | 14,066 | $533.4K | 0.10% | +2,215+18.7% | Added |
| WESPAC Advisors, LLC | 14,066 | $533.4K | 0.31% | 00.0% | Unchanged |
| Round Hill Asset Management | 14,070 | $533.5K | 0.32% | +297+2.2% | Added |
| Sawyer & Company, Inc | 14,087 | $534.2K | 0.21% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 14,090 | $534.3K | 0.26% | −1,616−10.3% | Reduced |
| Chicago Capital, LLC | 14,090 | $534.3K | 0.02% | −1,226−8.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 14,152 | $536.6K | 0.30% | +14,152 | New |
| Hudock, Inc. | 14,176 | $537.6K | 0.12% | +183+1.3% | Added |
| Defined Wealth Management, LLC | 14,179 | $537.7K | 0.39% | +418+3.0% | Added |
| Eaton Financial Holdings Company, LLC | 14,179 | $537.7K | 0.28% | −3,484−19.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 14,183 | $537.8K | 0.09% | +4,899+52.8% | Added |
| Wallace Advisory Group, LLC | 16,021 | $539.4K | 0.41% | +4,566+39.9% | Added |
| Advanced Portfolio Management, LLC | 14,250 | $540.4K | 1.02% | −60,750−81.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,300 | $542.3K | 0.07% | +14,300 | New |
| Union Savings Bank | 14,378 | $545.1K | 0.29% | −12,073−45.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 14,378 | $545.2K | 0.19% | −575−3.8% | Reduced |
| Saiph Capital, LLC | 104,930 | $545.4K | 0.25% | −176−0.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 14,398 | $546.0K | 0.09% | +3,238+29.0% | Added |
| Bedel Financial Consulting, Inc. | 14,414 | $546.6K | 0.09% | +392+2.8% | Added |
| Leavell Investment Management, Inc. | 14,438 | $547.0K | 0.03% | −50.0% | Reduced |
| Sheets Smith Wealth Management | 14,429 | $547.1K | 0.06% | +60.0% | Added |
| MSH Capital Advisors LLC | 14,431 | $547.2K | 0.19% | −2,400−14.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,465 | $548.5K | 0.30% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 14,978 | $548.9K | 0.20% | −403−2.6% | Reduced |
| Menard Financial Group LLC | 14,532 | $551.0K | 0.46% | −6,747−31.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 15,167 | $551.3K | 0.05% | −2,175−12.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 14,540 | $551.4K | 0.07% | −63−0.4% | Reduced |
| Kowal Investment Group, LLC | 14,578 | $552.8K | 0.12% | +2,548+21.2% | Added |
| KMG Fiduciary Partners, LLC | 14,588 | $553.2K | 0.06% | −4,089−21.9% | Reduced |
| Summitry LLC | 14,598 | $553.5K | 0.03% | −7,244−33.2% | Reduced |
| Verity & Verity, LLC | 14,604 | $553.8K | 0.06% | −12,376−45.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 14,630 | $554.8K | 0.28% | +2,895+24.7% | Added |
| Vance Wealth, Inc. | 14,657 | $555.8K | 0.22% | −777−5.0% | Reduced |
| Towercrest Capital Management | 14,717 | $558.1K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 14,729 | $558.5K | 0.13% | +773+5.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,820 | $562.0K | 0.34% | −910−5.8% | Reduced |
| Zullo Investment Group, Inc. | 14,831 | $562.4K | 0.26% | −419−2.7% | Reduced |
| Citizens National Bank Trust Department | 14,900 | $565.0K | 0.13% | −1,100−6.9% | Reduced |
| Addison Advisors LLC | 14,907 | $565.3K | 0.19% | +563+3.9% | Added |
| CM Wealth Advisors LLC | 15,000 | $567.6K | 0.16% | +15,000 | New |
| Balentine LLC | 14,990 | $568.4K | 0.02% | +5,870+64.4% | Added |
| Ulysses Management LLC | 15,000 | $568.8K | 0.12% | +15,000 | New |
| Altiora Financial Group, LLC | 15,010 | $569.2K | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15,070 | $571.5K | 0.04% | +156+1.0% | Added |
| Spinnaker Trust | 15,073 | $571.6K | 0.04% | +51+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 15,089 | $572.2K | 0.01% | +1,565+11.6% | Added |
| Gifford Fong Associates | 15,147 | $574.0K | 0.16% | −342,754−95.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 15,185 | $575.8K | 0.12% | +860+6.0% | Added |
| Richard W. Paul & Associates, LLC | 15,201 | $576.5K | 0.23% | −12−0.1% | Reduced |
| Encompass Wealth Advisors, LLC | 15,213 | $576.9K | 0.15% | −388−2.5% | Reduced |
| Transatlantique Private Wealth LLC | 15,220 | $577.1K | 0.25% | −1,040−6.4% | Reduced |
| Foster & Motley Inc | 15,270 | $579.0K | 0.04% | +70+0.5% | Added |
| Patron Partners Advisors, LLC | 15,285 | $579.6K | 0.35% | −1,134−6.9% | Reduced |
| Smith, Moore & Co. | 15,309 | $580.5K | 0.06% | −5,579−26.7% | Reduced |
| MBL Wealth, LLC | 15,318 | $580.8K | 0.07% | −978−6.0% | Reduced |
| RiverFront Investment Group, LLC | 15,337 | $581.6K | 0.02% | +9,099+145.9% | Added |
| Stonebrook Private Inc. | 15,376 | $583.1K | 0.17% | +1,509+10.9% | Added |
| Hilltop National Bank | 15,387 | $583.5K | 0.20% | +15,387 | New |
| Boston Mountain Money Management Inc | 15,394 | $583.7K | 0.40% | +15,394 | New |
| GTS Securities LLC | 15,428 | $585.0K | 0.02% | −128,321−89.3% | Reduced |
| Forza Wealth Management, LLC | 15,468 | $586.5K | 0.31% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 15,505 | $588.0K | 0.15% | −1,315−7.8% | Reduced |
| Essex Savings Bank | 17,548 | $590.7K | 0.17% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15,586 | $591.0K | 0.30% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,804 | $593.0K | 0.21% | +46+0.3% | Added |
| HF Advisory Group, LLC | 15,649 | $593.4K | 0.33% | +3,213+25.8% | Added |
| First Citizens Financial Corp | 15,652 | $593.5K | 0.35% | +81+0.5% | Added |
| Cypress Asset Management Inc | 15,367 | $594.1K | 0.16% | +10+0.1% | Added |