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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 29,271 | $1.11M | 0.03% | 00.0% | Unchanged |
| Next Level Private LLC | 29,284 | $1.11M | 0.51% | −632−2.1% | Reduced |
| Operose Advisors LLC | 29,342 | $1.11M | 0.38% | +9,100+45.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 29,341 | $1.11M | 0.40% | +4,879+19.9% | Added |
| Aletheian Wealth Advisors LLC | 29,398 | $1.11M | 0.60% | +6,732+29.7% | Added |
| Mather Group, LLC. | 33,125 | $1.12M | 0.02% | −960−2.8% | Reduced |
| Good Life Advisors, LLC | 29,574 | $1.12M | 0.10% | −124−0.4% | Reduced |
| Haverford Trust Co | 29,628 | $1.12M | 0.01% | +1,646+5.9% | Added |
| Mechanics Bank Trust Department | 29,667 | $1.12M | 0.17% | −1,776−5.6% | Reduced |
| Quent Capital, LLC | 29,760 | $1.13M | 0.13% | +1,037+3.6% | Added |
| Wealth Architects, LLC | 29,797 | $1.13M | 0.15% | −119−0.4% | Reduced |
| Aviso Wealth Management | 29,804 | $1.13M | 0.71% | +2,647+9.7% | Added |
| Strategic Advisors LLC | 29,810 | $1.13M | 0.22% | −8,315−21.8% | Reduced |
| IPG Investment Advisors LLC | 29,828 | $1.13M | 0.25% | −2,645−8.1% | Reduced |
| GFG Capital, LLC | 29,831 | $1.13M | 0.29% | −81−0.3% | Reduced |
| Stony Point Wealth Management Inc. | 29,848 | $1.13M | 0.49% | −2,574−7.9% | Reduced |
| Allen Capital Group, LLC | 29,862 | $1.13M | 0.16% | −711−2.3% | Reduced |
| Waycross Partners, LLC | 30,000 | $1.14M | 0.20% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 30,061 | $1.14M | 0.32% | +147+0.5% | Added |
| Tyler-Stone Wealth Management | 30,081 | $1.14M | 0.51% | −1,788−5.6% | Reduced |
| Tempus Wealth Planning, LLC | 30,156 | $1.14M | 0.50% | −33−0.1% | Reduced |
| BLB&B Advisors, LLC | 30,174 | $1.14M | 0.06% | −250−0.8% | Reduced |
| Parkside Investments, LLC | 30,220 | $1.15M | 0.18% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30,262 | $1.15M | 0.41% | −793−2.6% | Reduced |
| VELA Investment Management, LLC | 30,392 | $1.15M | 0.42% | −314−1.0% | Reduced |
| Central Pacific Bank - Trust Division | 30,729 | $1.15M | 0.14% | +30,729 | New |
| Nicholas Hoffman & Company, LLC. | 30,421 | $1.15M | 0.06% | −5,244−14.7% | Reduced |
| Keystone Financial Group | 30,451 | $1.15M | 0.17% | +2,784+10.1% | Added |
| Barrett & Company, Inc. | 30,467 | $1.16M | 0.55% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 30,479 | $1.16M | 0.62% | −463−1.5% | Reduced |
| NCM Capital Management, LLC | 30,483 | $1.16M | 0.65% | +135+0.4% | Added |
| First Wilshire Securities Management Inc | 30,562 | $1.16M | 0.34% | −650−2.1% | Reduced |
| Kidder Stephen W | 30,565 | $1.16M | 0.37% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 30,630 | $1.16M | 0.18% | +11,904+63.6% | Added |
| CX Institutional | 30,671 | $1.16M | 0.06% | +11,746+62.1% | Added |
| Greenline Partners, LLC | 30,754 | $1.17M | 0.19% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 31,160 | $1.18M | 0.55% | −20,504−39.7% | Reduced |
| Oder Investment Management, LLC | 31,005 | $1.18M | 1.10% | +1,106+3.7% | Added |
| Circle Wealth Management, LLC | 31,143 | $1.18M | 0.03% | +728+2.4% | Added |
| Canopy Partners, LLC | 31,146 | $1.18M | 0.58% | +2,408+8.4% | Added |
| Ullmann Financial Group, Inc. | 31,159 | $1.18M | 0.18% | +674+2.2% | Added |
| Paragon Financial Partners, Inc. | 31,161 | $1.18M | 0.97% | +16+0.1% | Added |
| Palumbo Wealth Management LLC | 31,172 | $1.18M | 0.53% | +2,236+7.7% | Added |
| Sutton Place Investors LLC | 31,188 | $1.18M | 0.59% | +2,601+9.1% | Added |
| Iams Wealth Management, LLC | 34,673 | $1.19M | 0.73% | −1,493−4.1% | Reduced |
| Meridian Wealth Management, LLC | 31,384 | $1.19M | 0.20% | −1,716−5.2% | Reduced |
| American National Bank | 31,443 | $1.19M | 0.16% | +11,843+60.4% | Added |
| Founders Financial Alliance, LLC | 31,450 | $1.19M | 0.36% | −503−1.6% | Reduced |
| KKM Financial LLC | 31,460 | $1.19M | 0.58% | −1,285−3.9% | Reduced |
| City Holding Co | 31,613 | $1.20M | 0.18% | −3,489−9.9% | Reduced |
| Duality Advisers, LP | 31,615 | $1.20M | 0.12% | −139,544−81.5% | Reduced |
| Shepherd Financial Partners LLC | 31,753 | $1.20M | 0.16% | +145+0.5% | Added |
| CFS Investment Advisory Services, LLC | 31,788 | $1.21M | 0.20% | −24−0.1% | Reduced |
| Sunbelt Securities, Inc. | 31,791 | $1.21M | 0.13% | +1,805+6.0% | Added |
| Monterey Private Wealth, Inc. | 31,843 | $1.21M | 0.48% | +119+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 32,065 | $1.22M | 0.30% | +100.0% | Added |
| Breakwater Capital Group | 32,076 | $1.22M | 0.31% | +1,323+4.3% | Added |
| First PREMIER Bank | 32,335 | $1.23M | 0.32% | −200−0.6% | Reduced |
| Proffitt & Goodson Inc | 32,370 | $1.23M | 0.22% | −623−1.9% | Reduced |
| Burns J W & Co Inc | 32,411 | $1.23M | 0.17% | −3,854−10.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 32,465 | $1.23M | 0.25% | −428−1.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 32,540 | $1.23M | 0.03% | −11,916−26.8% | Reduced |
| First National Bank Sioux Falls | 32,638 | $1.24M | 0.68% | −45−0.1% | Reduced |
| Johnson & White Wealth Management, LLC | 32,639 | $1.24M | 0.90% | +2,065+6.8% | Added |
| Amussen Hunsaker Associates LLC | 32,925 | $1.24M | 0.22% | −680,187−95.4% | Reduced |
| Raelipskie Partnership | 32,757 | $1.24M | 0.71% | −1,076−3.2% | Reduced |
| Aurora Private Wealth, Inc. | 33,267 | $1.25M | 1.08% | +162+0.5% | Added |
| Auxano Advisors, LLC | 32,947 | $1.25M | 0.36% | +5,591+20.4% | Added |
| Personal Cfo Solutions, LLC | 32,967 | $1.25M | 0.20% | +3,899+13.4% | Added |
| Geneos Wealth Management Inc. | 33,233 | $1.26M | 0.06% | −2,590−7.2% | Reduced |
| Modern Wealth Management, LLC | 33,252 | $1.26M | 0.12% | +4,749+16.7% | Added |
| Intrinsic Value Partners, LLC | 33,473 | $1.27M | 1.35% | −310−0.9% | Reduced |
| Hilltop Holdings Inc. | 33,499 | $1.27M | 0.14% | −63−0.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 32,417 | $1.27M | 0.69% | +32,417 | New |
| IFG Advisory, LLC | 33,673 | $1.28M | 0.10% | −2,800−7.7% | Reduced |
| Pasadena Private Wealth, LLC | 33,788 | $1.28M | 0.29% | −900−2.6% | Reduced |
| Avenir Corp | 33,816 | $1.28M | 0.11% | −508,711−93.8% | Reduced |
| Kahn Brothers Group Inc | 33,901 | $1.29M | 0.19% | −7,084−17.3% | Reduced |
| ASB Consultores, LLC | 33,897 | $1.29M | 0.33% | +24,569+263.4% | Added |
| Sepio Capital, LP | 33,934 | $1.29M | 0.11% | −800−2.3% | Reduced |
| Farther Finance Advisors, LLC | 34,306 | $1.29M | 0.08% | +7,045+25.8% | Added |
| Apriem Advisors | 34,120 | $1.29M | 0.16% | +2,687+8.5% | Added |
| Ellsworth Advisors, LLC | 36,223 | $1.30M | 0.37% | +2,152+6.3% | Added |
| Arkadios Wealth Advisors | 34,231 | $1.30M | 0.10% | −8,997−20.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 34,291 | $1.30M | 0.98% | −1,334−3.7% | Reduced |
| Campbell Newman Asset Management Inc | 34,350 | $1.30M | 0.11% | −50,000−59.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 34,389 | $1.30M | 0.61% | −271−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 34,580 | $1.31M | 0.14% | +6,810+24.5% | Added |
| Sherbrooke Park Advisers LLC | 34,668 | $1.31M | 0.26% | +15,173+77.8% | Added |
| Princeton Capital Management LLC | 34,751 | $1.32M | 0.48% | −259−0.7% | Reduced |
| Avestar Capital, LLC | 34,554 | $1.32M | 0.15% | +8,131+30.8% | Added |
| Krilogy Financial LLC | 34,773 | $1.32M | 0.10% | +1,871+5.7% | Added |
| American National Bank & Trust Co | 34,871 | $1.32M | 0.31% | +34,871 | New |
| MeadowBrook Investment Advisors LLC | 35,070 | $1.33M | 1.24% | −2,408−6.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 35,117 | $1.33M | 0.90% | −800−2.2% | Reduced |
| GM Advisory Group, Inc. | 35,121 | $1.33M | 0.09% | +9,707+38.2% | Added |
| SignalPoint Asset Management, LLC | 35,163 | $1.33M | 0.37% | −30.0% | Reduced |
| Wall Street Access Asset Management, LLC | 35,194 | $1.33M | 0.55% | −3,897−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 35,204 | $1.33M | 0.29% | −15,584−30.7% | Reduced |
| US Asset Management LLC | 35,213 | $1.33M | 1.20% | −692−1.9% | Reduced |