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
- 2,924
- +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
- 1,270 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 18,033 | $683.8K | 0.14% | +1,769+10.9% | Added |
| BIP Wealth, LLC | 18,079 | $685.6K | 0.05% | +128+0.7% | Added |
| Vaughan David Investments LLC | 18,084 | $686.0K | 0.02% | −1,712−8.6% | Reduced |
| High Net Worth Advisory Group LLC | 18,095 | $686.2K | 0.22% | +2,200+13.8% | Added |
| Headinvest, LLC | 18,117 | $687.0K | 0.13% | −962−5.0% | Reduced |
| Kanawha Capital Management LLC | 18,144 | $688.0K | 0.06% | +2,791+18.2% | Added |
| Cyndeo Wealth Partners, LLC | 18,169 | $689.0K | 0.06% | +376+2.1% | Added |
| Hall Capital Management Co Inc | 18,195 | $690.0K | 0.34% | −730−3.9% | Reduced |
| Alta Advisers Ltd | 18,200 | $690.1K | 0.34% | 00.0% | Unchanged |
| Fca Corp | 18,201 | $690.2K | 0.22% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 18,218 | $690.8K | 0.24% | +1,059+6.2% | Added |
| Grandview Asset Management LLC | 18,213 | $691.0K | 0.31% | −97−0.5% | Reduced |
| JT Stratford LLC | 18,271 | $692.8K | 0.14% | −1,447−7.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 18,275 | $693.0K | 0.08% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 19,089 | $693.9K | 0.13% | −1,464−7.1% | Reduced |
| Leisure Capital Management | 18,313 | $694.4K | 0.35% | −250−1.3% | Reduced |
| Nilsine Partners, LLC | 18,318 | $694.6K | 0.09% | +3,094+20.3% | Added |
| Copperwynd Financial, LLC | 18,329 | $695.0K | 0.25% | +12+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 18,349 | $695.8K | 0.05% | +18,349 | New |
| Bennett Selby Investments LP | 18,407 | $698.0K | 0.33% | −10−0.1% | Reduced |
| Pin Oak Investment Advisors Inc | 18,446 | $699.0K | 0.67% | −400−2.1% | Reduced |
| RFG Advisory, LLC | 18,438 | $699.2K | 0.02% | +402+2.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 18,448 | $699.6K | 0.38% | −145−0.8% | Reduced |
| Impax Asset Management Group plc | 18,500 | $701.5K | 0.00% | −149,599−89.0% | Reduced |
| Navellier & Associates Inc | 18,544 | $703.2K | 0.09% | +6,800+57.9% | Added |
| New Republic Capital, LLC | 18,503 | $706.0K | 0.45% | +1,212+7.0% | Added |
| Capital Planning Advisors, LLC | 18,673 | $708.1K | 0.12% | +437+2.4% | Added |
| Acropolis Investment Management, LLC | 18,741 | $710.7K | 0.05% | −2,405−11.4% | Reduced |
| Founders Capital Management, LLC | 18,785 | $712.3K | 0.13% | 00.0% | Unchanged |
| New Millennium Group LLC | 18,787 | $712.4K | 0.54% | −1,951−9.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 18,787 | $712.4K | 0.04% | +6,565+53.7% | Added |
| Caldwell Sutter Capital, Inc. | 18,791 | $712.6K | 0.34% | −994−5.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,804 | $713.0K | 0.06% | −13,581−41.9% | Reduced |
| NFP Retirement, Inc. | 18,820 | $713.7K | 0.06% | +2,559+15.7% | Added |
| Allegheny Financial Group LTD | 18,878 | $715.9K | 0.22% | −2,888−13.3% | Reduced |
| DF Dent & Co Inc | 18,931 | $717.9K | 0.01% | −847−4.3% | Reduced |
| Carl P. Sherr & Co., LLC | 18,936 | $718.1K | 0.40% | +10+0.1% | Added |
| Burkett Financial Services, LLC | 18,995 | $720.3K | 0.37% | +130+0.7% | Added |
| Oakworth Capital, Inc. | 19,033 | $721.7K | 0.05% | −184−1.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,042 | $722.1K | 0.18% | −507−2.6% | Reduced |
| LVM Capital Management Ltd | 19,061 | $723.0K | 0.09% | −742−3.7% | Reduced |
| TAGStone Capital, Inc. | 19,057 | $723.0K | 0.42% | +105+0.6% | Added |
| AIMZ Investment Advisors, LLC | 19,089 | $723.9K | 0.27% | −1,075−5.3% | Reduced |
| MidWestOne Financial Group, Inc. | 19,109 | $724.6K | 0.13% | −6,603−25.7% | Reduced |
| Accel Wealth Management | 19,135 | $725.6K | 0.31% | −38−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 19,157 | $726.4K | 0.11% | −2,073−9.8% | Reduced |
| Worth Financial Advisory Group, LLC | 19,175 | $727.1K | 0.50% | +103+0.5% | Added |
| Drive Wealth Management, LLC | 19,179 | $727.3K | 0.20% | −1,387−6.7% | Reduced |
| Black Diamond Financial, LLC | 21,635 | $728.4K | 0.20% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 19,229 | $729.2K | 0.02% | +388+2.1% | Added |
| SOA Wealth Advisors, LLC. | 19,231 | $729.2K | 0.15% | +965+5.3% | Added |
| JNBA Financial Advisors | 19,242 | $729.7K | 0.08% | −1,450−7.0% | Reduced |
| Summit Financial, LLC | 19,257 | $730.2K | 0.04% | −2,583−11.8% | Reduced |
| Keel Point, LLC | 19,274 | $730.9K | 0.08% | −504−2.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 19,275 | $730.9K | 0.25% | +19,275 | New |
| Fullerton Fund Management Co Ltd. | 19,300 | $731.9K | 0.03% | +19,300 | New |
| Life Planning Partners, Inc | 19,402 | $735.7K | 0.73% | −10.0% | Reduced |
| 180 Wealth Advisors, LLC | 19,428 | $736.7K | 0.13% | −1,474−7.1% | Reduced |
| Kearns & Associates LLC | 19,500 | $739.4K | 0.57% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 19,587 | $742.7K | 0.00% | −1,700−8.0% | Reduced |
| Girard Partners Ltd. | 19,624 | $744.2K | 0.07% | −1,610−7.6% | Reduced |
| RW Investment Management LLC | 19,723 | $747.9K | 0.10% | −1,932−8.9% | Reduced |
| X-Square Capital, LLC | 20,263 | $750.0K | 0.36% | −1,378−6.4% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $750.0K | 0.52% | 00.0% | Unchanged |
| Summit Global Investments | 19,841 | $752.0K | 0.06% | +3,703+22.9% | Added |
| Emprise Bank | 19,845 | $752.5K | 0.51% | +19,845 | New |
| CKW Financial Group | 20,069 | $753.0K | 0.10% | +300+1.5% | Added |
| OneAscent Wealth Management LLC | 19,793 | $755.0K | 0.29% | −458−2.3% | Reduced |
| Wealth Alliance | 19,939 | $756.1K | 0.10% | −1,034−4.9% | Reduced |
| LexAurum Advisors, LLC | 19,955 | $756.7K | 0.19% | −18−0.1% | Reduced |
| Private Wealth Partners, LLC | 19,962 | $757.0K | 0.06% | +6,752+51.1% | Added |
| Howard Capital Management Group, LLC | 19,988 | $757.9K | 0.06% | +3,458+20.9% | Added |
| Rogco, LP | 19,999 | $758.4K | 0.31% | +3,015+17.8% | Added |
| MSA Advisors, LLC | 20,000 | $758.4K | 0.23% | −20,000−50.0% | Reduced |
| Quattro Financial Advisors LLC | 20,000 | $758.4K | 0.22% | +19,966+58,723.5% | Added |
| Advent Capital Management | 20,000 | $758.4K | 0.02% | +20,000 | New |
| Anson Funds Management LP | 20,000 | $758.4K | 0.06% | +20,000 | New |
| BTC Capital Management, Inc. | 20,000 | $758.4K | 0.07% | +20,000 | New |
| Tradewinds, LLC. | 20,109 | $762.5K | 0.68% | +20,109 | New |
| Waterfront Wealth Inc. | 20,110 | $764.0K | 0.21% | +101+0.5% | Added |
| Crew Capital Management, Ltd. | 20,152 | $764.2K | 0.62% | +20,152 | New |
| Intrua Financial, LLC | 20,158 | $764.4K | 0.12% | −9,089−31.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 20,178 | $765.2K | 0.13% | +690+3.5% | Added |
| M&R Capital Management Inc | 20,193 | $765.5K | 0.19% | −11,370−36.0% | Reduced |
| Benedetti & Gucer, Inc. | 20,191 | $766.0K | 0.38% | −6,384−24.0% | Reduced |
| Close Asset Management Ltd | 20,200 | $766.0K | 0.03% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 20,204 | $766.1K | 0.42% | −100−0.5% | Reduced |
| Calton & Associates, Inc. | 20,277 | $768.9K | 0.37% | −4,945−19.6% | Reduced |
| Old Point Trust & Financial Services N A | 20,315 | $770.3K | 0.28% | +6,016+42.1% | Added |
| Finivi Inc. | 20,316 | $770.4K | 0.70% | −169−0.8% | Reduced |
| Councilmark Asset Management, LLC | 20,333 | $771.0K | 0.56% | +20,333 | New |
| Wendell David Associates Inc | 20,385 | $773.0K | 0.08% | −616−2.9% | Reduced |
| LMG Wealth Partners, LLC | 20,386 | $773.0K | 0.19% | −601−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 20,411 | $774.0K | 0.08% | +1,065+5.5% | Added |
| Altfest L J & Co Inc | 20,405 | $774.0K | 0.11% | +102+0.5% | Added |
| Alera Investment Advisors, LLC | 20,417 | $774.2K | 0.10% | +20,417 | New |
| Miramar Capital, LLC | 20,514 | $776.3K | 0.20% | −2,587−11.2% | Reduced |
| Opinicus Capital, Inc. | 20,474 | $776.4K | 0.69% | −310−1.5% | Reduced |
| Adirondack Trust Co | 20,559 | $779.4K | 0.33% | −355−1.7% | Reduced |
| MONECO Advisors, LLC | 20,639 | $782.6K | 0.12% | −5,128−19.9% | Reduced |