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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 20,651 | $783.1K | 0.09% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 20,660 | $783.2K | 0.34% | −3,068−12.9% | Reduced |
| Sweet Financial Partners, LLC | 20,659 | $783.4K | 0.18% | +1,130+5.8% | Added |
| Alps Advisors Inc | 20,663 | $783.5K | 0.01% | −11,880−36.5% | Reduced |
| Allstate Corp | 20,678 | $784.1K | 0.06% | −1,314−6.0% | Reduced |
| LGT Fund Management Co Ltd. | 20,746 | $786.7K | 0.33% | +20,746 | New |
| Meeder Asset Management Inc | 20,947 | $794.3K | 0.05% | +2,066+10.9% | Added |
| Bigelow Investment Advisors, LLC | 20,994 | $796.1K | 0.39% | +154+0.7% | Added |
| Summit Asset Management, LLC | 21,033 | $797.6K | 0.17% | +1,651+8.5% | Added |
| Catalina Capital Group, LLC | 21,046 | $798.1K | 0.34% | +14,658+229.5% | Added |
| Deseret Mutual Benefit Administrators | 21,078 | $799.3K | 0.40% | +578+2.8% | Added |
| Marshall Financial Group LLC | 21,110 | $800.5K | 0.23% | −1,200−5.4% | Reduced |
| Clearview Wealth Advisors LLC | 21,131 | $801.3K | 0.82% | −780−3.6% | Reduced |
| Peoples Bank | 21,262 | $806.3K | 0.45% | −1,250−5.6% | Reduced |
| Bank of Stockton | 21,270 | $806.6K | 0.25% | 00.0% | Unchanged |
| Trust Co of Virginia | 21,293 | $807.4K | 0.08% | 00.0% | Unchanged |
| New Hampshire Trust | 21,301 | $807.7K | 0.19% | −235−1.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 21,394 | $811.2K | 0.31% | +889+4.3% | Added |
| Skyline Advisors, Inc. | 21,411 | $811.9K | 0.36% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 21,420 | $812.2K | 0.29% | −4,500−17.4% | Reduced |
| Old West Investment Management, LLC | 21,426 | $812.5K | 0.41% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 21,440 | $813.0K | 0.29% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 21,446 | $813.2K | 0.31% | −28−0.1% | Reduced |
| Cottage Street Advisors LLC | 21,507 | $815.5K | 0.50% | +50.0% | Added |
| AdvisorNet Financial, Inc | 21,511 | $815.7K | 0.08% | +2,039+10.5% | Added |
| Baldwin Investment Management, LLC | 21,520 | $816.0K | 0.11% | +820+4.0% | Added |
| Steele Capital Management, Inc. | 21,522 | $816.1K | 0.05% | −56−0.3% | Reduced |
| PFW Advisors LLC | 21,628 | $820.1K | 0.25% | −231−1.1% | Reduced |
| ERn Financial, LLC | 21,682 | $822.2K | 0.14% | +143+0.7% | Added |
| Main Street Research LLC | 21,716 | $823.5K | 0.06% | +15,087+227.6% | Added |
| West Paces Advisors Inc. | 21,862 | $829.0K | 0.22% | −273−1.2% | Reduced |
| Nations Financial Group Inc, | 22,043 | $835.9K | 0.07% | +644+3.0% | Added |
| PDS Planning, Inc | 22,056 | $836.4K | 0.09% | +1,724+8.5% | Added |
| Strategic Blueprint, LLC | 22,057 | $836.4K | 0.06% | +7,173+48.2% | Added |
| Eudaimonia Advisors LLC | 22,086 | $837.5K | 0.45% | −409−1.8% | Reduced |
| Centennial Bank | 22,116 | $838.6K | 0.43% | −4,979−18.4% | Reduced |
| Delta Financial Group, Inc. | 22,241 | $843.0K | 0.25% | −2,775−11.1% | Reduced |
| Capital Square, LLC | 22,233 | $843.1K | 0.60% | +500+2.3% | Added |
| LBMC Investment Advisors, LLC | 22,252 | $843.8K | 0.07% | +63+0.3% | Added |
| Edge Wealth Management LLC | 22,334 | $846.9K | 0.18% | −508−2.2% | Reduced |
| Auto-Owners Insurance Co | 22,373 | $848.4K | 0.02% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 22,500 | $853.2K | 0.15% | −10,000−30.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 22,514 | $853.7K | 0.04% | −4,671−17.2% | Reduced |
| Brave Warrior Advisors, LLC | 22,532 | $854.4K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 22,555 | $855.3K | 0.01% | +619+2.8% | Added |
| Lansing Street Advisors | 22,610 | $857.4K | 0.39% | +3,564+18.7% | Added |
| Sentinel Trust Co Lba | 22,618 | $858.0K | 0.11% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 22,665 | $859.0K | 0.48% | −1,055−4.4% | Reduced |
| Gradient Capital Advisors, LLC | 22,739 | $862.3K | 0.32% | −1,813−7.4% | Reduced |
| Delap Wealth Advisory, LLC | 22,769 | $863.4K | 0.35% | +22,769 | New |
| Aviance Capital Partners, LLC | 22,770 | $863.4K | 0.13% | +8,076+55.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 22,813 | $865.0K | 0.39% | +82+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 22,832 | $865.8K | 0.03% | −14−0.1% | Reduced |
| MJP Associates Inc | 22,945 | $870.1K | 0.19% | +2,642+13.0% | Added |
| Court Place Advisors, LLC | 23,009 | $872.5K | 0.28% | −10,708−31.8% | Reduced |
| Monograph Wealth Advisors, LLC | 23,130 | $877.1K | 0.13% | +23,130 | New |
| Curbstone Financial Management Corp | 23,192 | $879.4K | 0.19% | −600−2.5% | Reduced |
| WoodTrust Financial Corp | 23,230 | $881.0K | 0.14% | +15,096+185.6% | Added |
| Abundance Wealth Counselors | 23,280 | $883.0K | 0.20% | +821+3.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 23,309 | $883.9K | 0.17% | +3,127+15.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23,329 | $884.6K | 0.00% | +11,396+95.5% | Added |
| Ramiah Investment Group | 23,364 | $886.0K | 0.83% | −1,915−7.6% | Reduced |
| Pitti Group Wealth Management, LLC | 24,450 | $888.7K | 0.99% | −1,016−4.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 23,449 | $889.2K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 23,484 | $890.5K | 0.33% | +13,026+124.6% | Added |
| Journey Strategic Wealth LLC | 23,515 | $891.7K | 0.04% | +5,805+32.8% | Added |
| Unionview, LLC | 23,525 | $892.1K | 0.74% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 23,569 | $893.7K | 0.08% | +9,065+62.5% | Added |
| Accredited Investors Inc. | 23,592 | $894.6K | 0.06% | +100.0% | Added |
| StoneX Group Inc. | 23,478 | $895.9K | 0.08% | +392+1.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 23,641 | $896.5K | 0.00% | 00.0% | Unchanged |
| Harbor Advisory Corp | 23,695 | $898.5K | 0.31% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 23,741 | $900.0K | 0.48% | −2,700−10.2% | Reduced |
| Voya Financial Advisors, Inc. | 23,860 | $902.1K | 0.10% | +1,362+6.1% | Added |
| Everpar Advisors LLC | 23,812 | $903.0K | 0.55% | −10,897−31.4% | Reduced |
| Michael B. Yongue | 23,817 | $903.1K | 0.79% | −905−3.7% | Reduced |
| Blueprint Investment Partners LLC | 23,834 | $903.8K | 0.18% | +11,955+100.6% | Added |
| Key Financial Inc | 23,835 | $903.8K | 0.23% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 23,973 | $909.0K | 0.41% | +13,973+139.7% | Added |
| Fishman Jay A Ltd | 24,000 | $910.1K | 0.10% | −37,712−61.1% | Reduced |
| Clough Capital Partners L P | 24,000 | $910.1K | 0.10% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 24,016 | $910.7K | 0.51% | −103−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 24,021 | $910.9K | 0.14% | −280−1.2% | Reduced |
| Intrepid Financial Planning Group LLC | 24,023 | $911.0K | 0.39% | 00.0% | Unchanged |
| Mairs & Power Inc | 24,033 | $911.3K | 0.01% | −1,084−4.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 24,037 | $911.5K | 0.76% | +2,750+12.9% | Added |
| Cornerstone Advisory, LLC | 24,046 | $911.8K | 0.13% | −1,842−7.1% | Reduced |
| MRP Capital Investments, LLC | 24,050 | $912.0K | 0.92% | +4,225+21.3% | Added |
| Stableford Capital II LLC | 24,068 | $912.7K | 0.37% | −1,387−5.4% | Reduced |
| Sawgrass Asset Management LLC | 24,094 | $913.6K | 0.10% | +1,440+6.4% | Added |
| Catalyst Financial Partners LLC | 25,957 | $914.5K | 0.24% | +2,645+11.3% | Added |
| WNY Asset Management, LLC | 24,130 | $915.0K | 0.14% | −2,183−8.3% | Reduced |
| Colonial River Wealth Management, LLC | 24,140 | $915.4K | 0.52% | +1,141+5.0% | Added |
| Crumly & Associates Inc. | 24,219 | $918.4K | 0.24% | −120−0.5% | Reduced |
| Insight Advisors, LLC | 24,274 | $920.5K | 0.18% | +13,852+132.9% | Added |
| American Capital Advisory, LLC | 32,332 | $924.7K | 0.81% | −14,594−31.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 25,302 | $927.3K | 0.51% | −167−0.7% | Reduced |
| Advisory Alpha, LLC | 24,461 | $927.6K | 0.04% | +1,379+6.0% | Added |
| Westmount Partners, LLC | 24,638 | $934.3K | 0.34% | +1,151+4.9% | Added |
| David Loasby | 24,812 | $936.2K | 0.10% | +4,990+25.2% | Added |