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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 24,766 | $939.1K | 0.29% | +53+0.2% | Added |
| Spirit of America Management Corp | 24,850 | $942.3K | 0.19% | 00.0% | Unchanged |
| Callan Capital, LLC | 24,852 | $942.4K | 0.08% | +3,877+18.5% | Added |
| Everhart Financial Group, Inc. | 24,862 | $942.8K | 0.27% | +5,067+25.6% | Added |
| Mitchell Capital Management Co | 24,869 | $943.0K | 0.18% | +1,082+4.5% | Added |
| Independent Investors Inc | 24,880 | $943.5K | 0.23% | −250−1.0% | Reduced |
| Keynote Financial Services LLC | 24,899 | $944.2K | 0.79% | +24,899 | New |
| Altshuler Shaham Ltd | 24,968 | $946.8K | 0.04% | −5,432−17.9% | Reduced |
| Vectors Research Management, LLC | 25,000 | $948.0K | 0.27% | 00.0% | Unchanged |
| Corundum Group, Inc. | 25,016 | $948.6K | 0.46% | +11,349+83.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 25,068 | $950.6K | 0.11% | −90−0.4% | Reduced |
| Wayfinding Financial, LLC | 25,291 | $953.0K | 0.56% | +218+0.9% | Added |
| Field & Main Bank | 25,145 | $953.2K | 0.37% | −255−1.0% | Reduced |
| Eqis Capital Management, Inc. | 25,200 | $955.6K | 0.08% | +2,413+10.6% | Added |
| Old Mission Investment Co LLC | 25,238 | $957.0K | 0.32% | −131−0.5% | Reduced |
| Relative Value Partners Group, LLC | 28,179 | $958.4K | 0.06% | +169+0.6% | Added |
| Mosaic Financial Group, LLC | 25,321 | $960.0K | 0.77% | +25,321 | New |
| Naples Global Advisors, LLC | 25,325 | $960.3K | 0.10% | +400+1.6% | Added |
| Kathmere Capital Management, LLC | 25,417 | $963.8K | 0.11% | +5,264+26.1% | Added |
| Schear Investment Advisers, LLC | 25,453 | $965.2K | 0.78% | −14,209−35.8% | Reduced |
| Stonegate Investment Group, LLC | 25,490 | $966.6K | 0.03% | +503+2.0% | Added |
| Lantern Wealth Advisors, LLC | 25,532 | $968.2K | 0.68% | +13+0.1% | Added |
| SPC Financial, Inc. | 25,577 | $969.9K | 0.09% | −2,000−7.3% | Reduced |
| First Command Advisory Services, Inc. | 25,627 | $971.8K | 0.01% | −640−2.4% | Reduced |
| ICA Group Wealth Management, LLC | 25,632 | $972.0K | 0.19% | +6,624+34.8% | Added |
| Aprio Wealth Management, LLC | 25,658 | $973.0K | 0.19% | +1,355+5.6% | Added |
| Rappaport Reiches Capital Management, LLC | 25,674 | $973.6K | 0.30% | +66+0.3% | Added |
| Rather & Kittrell, Inc. | 25,701 | $974.6K | 0.29% | +129+0.5% | Added |
| Bridgewater Advisors Inc. | 25,733 | $975.8K | 0.15% | +1,467+6.0% | Added |
| Wealth Effects LLC | 25,751 | $976.5K | 0.36% | −3,291−11.3% | Reduced |
| Avidian Wealth Solutions, LLC | 25,864 | $980.8K | 0.05% | +5,106+24.6% | Added |
| Lawson Kroeker Investment Management Inc | 25,934 | $983.4K | 0.19% | 00.0% | Unchanged |
| Shayne & Co., LLC | 25,994 | $985.7K | 0.27% | +8,880+51.9% | Added |
| Lowe Brockenbrough & Co Inc | 25,866 | $987.0K | 0.07% | −555−2.1% | Reduced |
| TruWealth Advisors, LLC | 26,180 | $992.7K | 0.07% | −1,957−7.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,197 | $993.4K | 0.58% | −223−0.8% | Reduced |
| Covenant Asset Management, LLC | 26,216 | $994.1K | 0.24% | −2,838−9.8% | Reduced |
| Baker Avenue Asset Management, LP | 26,238 | $995.0K | 0.04% | −3,659−12.2% | Reduced |
| Tectonic Advisors LLC | 26,245 | $995.2K | 0.08% | +679+2.7% | Added |
| Silverlake Wealth Management LLC | 26,273 | $996.3K | 0.51% | +9,255+54.4% | Added |
| NBC Securities, Inc. | 26,366 | $999.0K | 0.09% | −76,471−74.4% | Reduced |
| Columbia Asset Management | 29,664 | $999.0K | 0.20% | 00.0% | Unchanged |
| Rossmore Private Capital | 26,345 | $999.0K | 0.13% | −192−0.7% | Reduced |
| Washington Capital Management Inc | 26,355 | $999.4K | 0.81% | −1,755−6.2% | Reduced |
| Sippican Capital Advisors | 26,405 | $1.00M | 0.78% | −1,996−7.0% | Reduced |
| Ayalon Holdings Ltd. | 26,452 | $1.00M | 0.33% | +949+3.7% | Added |
| Northern Oak Wealth Management Inc | 26,504 | $1.01M | 0.12% | −30,131−53.2% | Reduced |
| Chiron Capital Management, LLC | 26,550 | $1.01M | 0.91% | −14,898−35.9% | Reduced |
| Smartleaf Asset Management LLC | 26,658 | $1.01M | 0.19% | +10,916+69.3% | Added |
| Garner Asset Management Corp | 26,724 | $1.01M | 0.52% | +800+3.1% | Added |
| Clear Harbor Asset Management, LLC | 26,774 | $1.02M | 0.09% | −855−3.1% | Reduced |
| Accurate Wealth Management, LLC | 27,504 | $1.02M | 0.30% | −748−2.6% | Reduced |
| Alpha Omega Wealth Management LLC | 26,916 | $1.02M | 0.19% | −1,992−6.9% | Reduced |
| Liberty Wealth Management LLC | 26,972 | $1.02M | 0.20% | −276−1.0% | Reduced |
| Mark Asset Management LP | 27,029 | $1.02M | 0.14% | −2,744−9.2% | Reduced |
| Precedent Wealth Partners, LLC | 27,057 | $1.03M | 0.44% | +2,653+10.9% | Added |
| Strategic Investment Advisors | 27,102 | $1.03M | 0.13% | +2,532+10.3% | Added |
| Harbour Investments, Inc. | 27,130 | $1.03M | 0.04% | +5,138+23.4% | Added |
| Bryn Mawr Trust Co | 27,138 | $1.03M | 0.04% | +27,138 | New |
| OneAscent Financial Services LLC | 26,990 | $1.03M | 0.11% | +416+1.6% | Added |
| Beacon Financial Advisory LLC | 27,173 | $1.03M | 0.50% | +3,401+14.3% | Added |
| Mittelman Wealth Management | 27,183 | $1.03M | 0.70% | +27,183 | New |
| Roman Butler Fullerton & Co | 27,412 | $1.03M | 0.39% | −3,526−11.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,275 | $1.03M | 0.02% | −400−1.4% | Reduced |
| Buckhead Capital Management LLC | 27,363 | $1.04M | 0.35% | −133−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 27,414 | $1.04M | 0.20% | +4,217+18.2% | Added |
| KPP Advisory Services LLC | 27,445 | $1.04M | 0.29% | +2,598+10.5% | Added |
| Physicians Financial Services, Inc. | 27,451 | $1.04M | 0.37% | 00.0% | Unchanged |
| Denali Advisors LLC | 27,500 | $1.04M | 0.31% | −1,800−6.1% | Reduced |
| Samalin Investment Counsel, LLC | 27,525 | $1.04M | 0.50% | −307−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 27,596 | $1.05M | 0.13% | −500−1.8% | Reduced |
| Accent Capital Management, LLC | 27,627 | $1.05M | 0.90% | 00.0% | Unchanged |
| Orion Capital Management LLC | 27,629 | $1.05M | 0.56% | −600−2.1% | Reduced |
| Winthrop Advisory Group LLC | 27,680 | $1.05M | 0.15% | −1,338−4.6% | Reduced |
| Spears Abacus Advisors LLC | 27,700 | $1.05M | 0.02% | −109−0.4% | Reduced |
| Two Sigma Securities, LLC | 27,776 | $1.05M | 0.05% | −259,812−90.3% | Reduced |
| Integral Investment Advisors, Inc. | 27,862 | $1.05M | 0.44% | +19,927+251.1% | Added |
| HC Advisors, LLC | 27,892 | $1.06M | 0.50% | +15,357+122.5% | Added |
| Integrated Investment Consultants, LLC | 27,941 | $1.06M | 0.29% | +3,333+13.5% | Added |
| WealthPLAN Partners, LLC | 28,109 | $1.07M | 0.11% | +17,370+161.7% | Added |
| Titleist Asset Management, LLC | 28,135 | $1.07M | 0.19% | +3,147+12.6% | Added |
| McLean Asset Management Corp | 28,295 | $1.07M | 0.37% | −278−1.0% | Reduced |
| Hedges Asset Management LLC | 28,300 | $1.07M | 0.75% | +3,000+11.9% | Added |
| PFG Advisors | 28,315 | $1.07M | 0.08% | −2,987−9.5% | Reduced |
| Greenwich Wealth Management LLC | 28,520 | $1.08M | 0.09% | −974−3.3% | Reduced |
| Journey Advisory Group, LLC | 28,516 | $1.08M | 0.13% | +1,450+5.4% | Added |
| Heritage Wealth Advisors | 28,534 | $1.08M | 0.05% | −952−3.2% | Reduced |
| Skopos Labs, Inc. | 28,880 | $1.08M | 0.47% | +939+3.4% | Added |
| Cypress Capital Group | 28,660 | $1.09M | 0.13% | −2,121−6.9% | Reduced |
| Augustine Asset Management Inc | 28,670 | $1.09M | 0.45% | −11,628−28.9% | Reduced |
| Kovack Advisors, Inc. | 28,754 | $1.09M | 0.13% | +232+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,767 | $1.09M | 0.57% | −2,137−6.9% | Reduced |
| Navalign, LLC | 28,777 | $1.09M | 0.36% | +1,299+4.7% | Added |
| Pure Financial Advisors, Inc. | 28,834 | $1.09M | 0.03% | −561−1.9% | Reduced |
| Chesapeake Wealth Management | 28,906 | $1.10M | 0.40% | −1,406−4.6% | Reduced |
| Central Valley Advisors, LLC | 29,023 | $1.10M | 0.57% | −223−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 32,747 | $1.10M | 0.11% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 29,132 | $1.10M | 0.26% | +1,140+4.1% | Added |
| Evoke Wealth, LLC | 29,241 | $1.11M | 0.03% | +29,241 | New |
| Headlands Technologies LLC | 29,269 | $1.11M | 0.27% | −102,684−77.8% | Reduced |