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 |
|---|---|---|---|---|---|
| Enterprise Bank & Trust Co | 15,673 | $594.3K | 0.20% | −1,153−6.9% | Reduced |
| Acorn Financial Advisory Services Inc | 15,679 | $594.6K | 0.11% | −990−5.9% | Reduced |
| Harvey Investment Co LLC | 15,686 | $595.0K | 0.07% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 16,583 | $595.4K | 0.11% | +733+4.6% | Added |
| TRUE Private Wealth Advisors | 15,747 | $597.1K | 0.07% | −10−0.1% | Reduced |
| Proficio Capital Partners LLC | 15,750 | $597.2K | 0.07% | +1,533+10.8% | Added |
| Silvia McColl Wealth Management, LLC | 16,318 | $598.1K | 0.51% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 15,788 | $598.7K | 0.07% | −31,751−66.8% | Reduced |
| Frisch Financial Group, Inc. | 15,787 | $599.0K | 0.20% | +258+1.7% | Added |
| Barry Investment Advisors, LLC | 15,697 | $599.0K | 0.20% | +1,633+11.6% | Added |
| Enterprise Financial Services Corp | 15,806 | $599.4K | 0.36% | −340−2.1% | Reduced |
| Watts Gwilliam & Co., LLC | 15,581 | $599.7K | 0.19% | +15,581 | New |
| General Partner, Inc. | 15,817 | $599.8K | 0.38% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 15,819 | $599.9K | 0.22% | +849+5.7% | Added |
| Alliance Wealth Advisors, LLC | 15,844 | $600.8K | 0.38% | −652−4.0% | Reduced |
| WealthTrust Axiom LLC | 15,849 | $601.0K | 0.19% | −750−4.5% | Reduced |
| Private Wealth Advisors | 15,891 | $602.6K | 0.25% | +25+0.2% | Added |
| C2C Wealth Management, LLC | 15,911 | $603.3K | 0.60% | −2,300−12.6% | Reduced |
| Traynor Capital Management, Inc. | 15,916 | $603.5K | 0.06% | −566−3.4% | Reduced |
| City State Bank | 15,934 | $604.0K | 0.27% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 15,932 | $604.1K | 0.06% | +5,720+56.0% | Added |
| HHM Wealth Advisors, LLC | 16,030 | $607.9K | 0.10% | +38+0.2% | Added |
| Beech Hill Advisors, Inc. | 16,050 | $608.6K | 0.25% | 00.0% | Unchanged |
| Forte Capital LLC | 16,061 | $609.0K | 0.08% | −300−1.8% | Reduced |
| Northern Financial Advisors Inc | 16,084 | $609.9K | 0.48% | +10.0% | Added |
| Passumpsic Savings Bank | 16,090 | $610.1K | 0.39% | +16,090 | New |
| Fortitude Family Office, LLC | 16,095 | $610.3K | 0.41% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 16,662 | $610.6K | 0.27% | −689−4.0% | Reduced |
| WealthPlan Investment Management, LLC | 16,112 | $611.0K | 0.09% | +80+0.5% | Added |
| Wambolt & Associates, LLC | 16,299 | $611.5K | 0.18% | −10,479−39.1% | Reduced |
| West Family Investments, Inc. | 16,159 | $612.7K | 0.19% | +16,159 | New |
| Sky Investment Group LLC | 16,170 | $613.2K | 0.12% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 16,178 | $613.5K | 0.07% | −349−2.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 16,190 | $613.9K | 0.57% | −300−1.8% | Reduced |
| Muirfield Wealth Advisors LLC | 16,231 | $615.5K | 0.59% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 16,303 | $618.2K | 0.20% | −1,431−8.1% | Reduced |
| Benedict Financial Advisors Inc | 16,317 | $618.7K | 0.16% | −743−4.4% | Reduced |
| Guardian Capital Advisors LP | 17,567 | $618.9K | 0.07% | −183−1.0% | Reduced |
| Semmax Financial Advisors Inc. | 16,227 | $620.0K | 0.20% | +1,031+6.8% | Added |
| Farmers Trust Co | 16,376 | $621.0K | 0.13% | −1,347−7.6% | Reduced |
| Evernest Financial Advisors, LLC | 16,894 | $624.6K | 0.30% | −7,417−30.5% | Reduced |
| Unique Wealth Strategies, LLC | 16,479 | $624.9K | 0.31% | +5,944+56.4% | Added |
| First Heartland Consultants, Inc. | 16,483 | $625.0K | 0.07% | −681−4.0% | Reduced |
| Ascent Wealth Partners, LLC | 16,503 | $625.8K | 0.09% | +522+3.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16,505 | $625.9K | 0.07% | +5,559+50.8% | Added |
| Geller Advisors LLC | 16,506 | $625.9K | 0.05% | −369−2.2% | Reduced |
| Am Investment Strategies LLC | 16,510 | $626.0K | 0.16% | −401−2.4% | Reduced |
| Staley Capital Advisers Inc | 16,549 | $627.5K | 0.03% | −2,105−11.3% | Reduced |
| Pointe Capital Management LLC | 16,581 | $628.8K | 0.39% | +200+1.2% | Added |
| Sivia Capital Partners, LLC | 16,617 | $630.1K | 0.43% | +1,295+8.5% | Added |
| Cladis Investment Advisory, LLC | 16,620 | $630.2K | 0.46% | −200−1.2% | Reduced |
| Ssi Investment Management LLC | 16,637 | $630.9K | 0.05% | −120−0.7% | Reduced |
| YHB Investment Advisors, Inc. | 16,659 | $631.7K | 0.06% | −670−3.9% | Reduced |
| Independence Bank of Kentucky | 16,729 | $634.4K | 0.19% | +65+0.4% | Added |
| Soltis Investment Advisors LLC | 16,731 | $634.4K | 0.07% | +439+2.7% | Added |
| Spring Capital Management, LLC | 16,743 | $634.9K | 0.48% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 16,760 | $635.6K | 0.30% | +1,101+7.0% | Added |
| S.A. Mason LLC | 16,767 | $635.8K | 0.38% | +80.0% | Added |
| Spirepoint Private Client, LLC | 16,785 | $636.5K | 0.10% | +16,785 | New |
| Blossom Wealth Management | 16,787 | $636.6K | 1.53% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 16,876 | $639.9K | 0.41% | −9−0.1% | Reduced |
| Fortem Financial Group, LLC | 16,886 | $640.3K | 0.28% | +3,042+22.0% | Added |
| Ignite Planners, LLC | 17,183 | $644.7K | 0.18% | −3,032−15.0% | Reduced |
| Tyche Wealth Partners LLC | 17,103 | $648.6K | 0.16% | −5,092−22.9% | Reduced |
| Delta Asset Management LLC | 17,109 | $648.8K | 0.06% | 00.0% | Unchanged |
| HTLF Bank | 17,112 | $648.9K | 0.07% | +223+1.3% | Added |
| Marino, Stram & Associates LLC | 17,130 | $649.6K | 0.15% | −1,105−6.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 17,130 | $650.0K | 0.04% | −1,175−6.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 17,147 | $650.2K | 0.05% | −1,432−7.7% | Reduced |
| AllSquare Wealth Management LLC | 17,210 | $652.6K | 0.38% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 17,221 | $653.0K | 0.23% | +200+1.2% | Added |
| Mechanics Financial Corp | 17,280 | $655.3K | 0.34% | +856+5.2% | Added |
| Community Bank, N.A. | 17,303 | $656.0K | 0.09% | −1,165−6.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 17,332 | $657.2K | 0.07% | +5,515+46.7% | Added |
| Gilbert & Cook, Inc. | 17,370 | $658.7K | 0.09% | −18−0.1% | Reduced |
| Bell Bank | 17,376 | $658.9K | 0.06% | +1,623+10.3% | Added |
| Albert D Mason Inc | 17,501 | $664.0K | 0.41% | −284−1.6% | Reduced |
| Onefund, LLC | 17,720 | $664.9K | 0.79% | −488−2.7% | Reduced |
| Icapital Wealth LLC | 17,556 | $665.7K | 0.39% | −11,954−40.5% | Reduced |
| Cyrus J. Lawrence, LLC | 17,570 | $666.0K | 0.15% | +17,570 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,607 | $667.6K | 0.12% | −575−3.2% | Reduced |
| Hartline Investment Corp | 17,607 | $667.6K | 0.12% | +17,607 | New |
| Harmony Asset Management LLC | 17,617 | $668.0K | 0.28% | −38,611−68.7% | Reduced |
| Clear Investment Research, LLC | 17,634 | $668.7K | 0.90% | +23+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 17,654 | $669.4K | 0.12% | −167−0.9% | Reduced |
| Benjamin Edwards Inc | 17,686 | $671.0K | 0.13% | −9,258−34.4% | Reduced |
| Tranquility Partners, LLC | 17,716 | $671.8K | 0.26% | −957−5.1% | Reduced |
| Angeles Investment Advisors, LLC | 17,726 | $672.2K | 0.04% | +2,224+14.3% | Added |
| Old Port Advisors | 17,762 | $673.5K | 0.21% | −701−3.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,808 | $675.3K | 0.08% | 00.0% | Unchanged |
| Hara Capital LLC | 17,812 | $675.4K | 0.41% | −600−3.3% | Reduced |
| Firethorn Wealth Partners, LLC | 17,872 | $677.7K | 0.40% | +136+0.8% | Added |
| Investors Research Corp | 17,879 | $678.0K | 0.16% | −1,200−6.3% | Reduced |
| Keudell/Morrison Wealth Management | 17,908 | $679.1K | 0.21% | +181+1.0% | Added |
| Canvas Wealth Advisors, LLC | 19,278 | $679.2K | 0.23% | −1,261−6.1% | Reduced |
| iA Global Asset Management Inc. | 17,940 | $680.0K | 0.01% | −736,591−97.6% | Reduced |
| Patten Group, Inc. | 17,951 | $680.7K | 0.17% | −152−0.8% | Reduced |
| Lathrop Investment Management Corp | 17,955 | $681.0K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,964 | $681.2K | 0.06% | +5,401+43.0% | Added |
| Terril Brothers, Inc. | 17,983 | $681.9K | 0.23% | −111−0.6% | Reduced |