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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 35,252 | $1.34M | 0.08% | −4,697−11.8% | Reduced |
| Daymark Wealth Partners, LLC | 35,298 | $1.34M | 0.07% | +4,976+16.4% | Added |
| Coastal Bridge Advisors, LLC | 35,325 | $1.34M | 0.31% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 35,330 | $1.34M | 0.84% | +253+0.7% | Added |
| TLWM | 35,336 | $1.34M | 0.30% | −807−2.2% | Reduced |
| Full Sail Capital, LLC | 35,380 | $1.34M | 0.09% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 33,844 | $1.35M | 0.63% | −1,922−5.4% | Reduced |
| Aspen Investment Management Inc | 35,552 | $1.35M | 0.68% | −400−1.1% | Reduced |
| Tobam | 35,589 | $1.35M | 0.12% | −1,608−4.3% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $1.35M | 0.98% | 00.0% | Unchanged |
| Granger Management LLC | 35,717 | $1.35M | 0.27% | +6,300+21.4% | Added |
| 3Chopt Investment Partners, LLC | 35,849 | $1.36M | 0.56% | +1,030+3.0% | Added |
| Bragg Financial Advisors, Inc | 35,861 | $1.36M | 0.06% | −4,800−11.8% | Reduced |
| Prudent Man Advisors, LLC | 35,929 | $1.36M | 0.51% | −1,862−4.9% | Reduced |
| Provenance Wealth Advisors, LLC | 35,963 | $1.36M | 0.19% | +875+2.5% | Added |
| Blue Edge Capital, LLC | 36,000 | $1.37M | 0.23% | −59−0.2% | Reduced |
| Sweeney & Michel, LLC | 35,541 | $1.37M | 0.61% | +35,541 | New |
| Wiley Bros.-Aintree Capital, LLC | 36,166 | $1.37M | 0.19% | +22,708+168.7% | Added |
| Trust Point Inc. | 36,177 | $1.37M | 0.11% | +2,242+6.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.37M | 0.34% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 36,252 | $1.38M | 0.53% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 36,357 | $1.38M | 0.67% | +20,635+131.2% | Added |
| CoreCap Advisors, LLC | 36,393 | $1.38M | 0.07% | +2,155+6.3% | Added |
| Colonial Trust Advisors | 36,413 | $1.38M | 0.14% | +6,696+22.5% | Added |
| Brown, Lisle/Cummings, Inc. | 36,561 | $1.39M | 0.47% | +257+0.7% | Added |
| Mill Capital Management, LLC | 36,601 | $1.39M | 0.12% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 36,661 | $1.39M | 0.09% | −299−0.8% | Reduced |
| TrinityPoint Wealth, LLC | 36,696 | $1.39M | 0.23% | −866−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 36,302 | $1.39M | 0.06% | −5,005−12.1% | Reduced |
| First National Bank & Trust Co of Newtown | 36,918 | $1.40M | 0.28% | −596−1.6% | Reduced |
| Ostrum Asset Management | 36,969 | $1.40M | 0.11% | +242+0.7% | Added |
| Chilton Investment Co LLC | 36,988 | $1.40M | 0.04% | +22,828+161.2% | Added |
| Financial Advocates Investment Management | 36,992 | $1.40M | 0.08% | +2,177+6.3% | Added |
| Symmetry Partners, LLC | 37,009 | $1.40M | 0.11% | 00.0% | Unchanged |
| NCP Inc. | 37,003 | $1.40M | 0.97% | +37,003 | New |
| Millennium Capital Advisors, LLC | 37,454 | $1.42M | 1.00% | +41+0.1% | Added |
| Jmac Enterprises LLC | 37,474 | $1.42M | 0.26% | −22,438−37.5% | Reduced |
| WBH Advisory Inc | 37,483 | $1.42M | 0.15% | −4,080−9.8% | Reduced |
| Boomfish Wealth Group, LLC | 37,682 | $1.43M | 0.96% | −754−2.0% | Reduced |
| Fort Sheridan Advisors LLC | 37,969 | $1.44M | 0.27% | −275−0.7% | Reduced |
| Smithfield Trust Co | 38,028 | $1.44M | 0.08% | −4,386−10.3% | Reduced |
| Quotient Wealth Partners, LLC | 38,088 | $1.44M | 0.05% | −4,532−10.6% | Reduced |
| Sabal Trust CO | 38,109 | $1.45M | 0.08% | −19,804−34.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38,387 | $1.45M | 0.01% | −1,000−2.5% | Reduced |
| IMA Wealth, Inc. | 38,314 | $1.45M | 0.69% | +38,314 | New |
| Atlantic Edge Private Wealth Management, LLC | 38,381 | $1.46M | 0.50% | +3,322+9.5% | Added |
| Earnest Partners LLC | 38,390 | $1.46M | 0.01% | −200−0.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 38,429 | $1.46M | 0.24% | −695−1.8% | Reduced |
| RMB Capital Management, LLC | 38,444 | $1.46M | 0.03% | −56,928−59.7% | Reduced |
| West Branch Capital LLC | 38,453 | $1.46M | 0.59% | +5,093+15.3% | Added |
| Cullen Investment Group, Ltd. | 39,249 | $1.46M | 0.23% | +1,211+3.2% | Added |
| Pinnacle Holdings, LLC | 38,693 | $1.47M | 0.59% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 38,714 | $1.47M | 0.21% | +11,410+41.8% | Added |
| Schulhoff & Co Inc | 38,742 | $1.47M | 0.64% | +1,143+3.0% | Added |
| Key Client Fiduciary Advisors, LLC | 38,929 | $1.48M | 0.78% | −3,667−8.6% | Reduced |
| E Fund Management Co., Ltd. | 38,967 | $1.48M | 0.09% | +28,055+257.1% | Added |
| Magnus Financial Group LLC | 38,995 | $1.48M | 0.18% | −2,660−6.4% | Reduced |
| Rehmann Capital Advisory Group | 39,001 | $1.48M | 0.11% | +1,511+4.0% | Added |
| LifePro Asset Management | 39,050 | $1.48M | 0.98% | −1,817−4.4% | Reduced |
| Woodward Diversified Capital, LLC | 39,103 | $1.48M | 0.92% | +2,323+6.3% | Added |
| Sovereign Financial Group, Inc. | 39,115 | $1.48M | 0.39% | −1,392−3.4% | Reduced |
| Prelude Capital Management, LLC | 39,115 | $1.48M | 0.10% | +15,531+65.9% | Added |
| Dorchester Wealth Management Co | 39,182 | $1.49M | 0.27% | +1,950+5.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39,305 | $1.49M | 0.22% | +842+2.2% | Added |
| Strategic Advocates LLC | 39,323 | $1.49M | 0.57% | −2,330−5.6% | Reduced |
| Manchester Capital Management LLC | 39,402 | $1.49M | 0.18% | +5,160+15.1% | Added |
| Steel Peak Wealth Management LLC | 39,492 | $1.50M | 0.08% | −107,291−73.1% | Reduced |
| Global Financial Private Client, LLC | 40,014 | $1.50M | 0.65% | +143+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 39,646 | $1.50M | 0.12% | −1,682−4.1% | Reduced |
| InTrack Investment Management Inc | 39,651 | $1.50M | 1.12% | −2,783−6.6% | Reduced |
| Wesbanco Bank Inc | 39,731 | $1.51M | 0.06% | +8,702+28.0% | Added |
| Marcum Wealth, LLC | 39,787 | $1.51M | 0.15% | −740−1.8% | Reduced |
| Mathes Company, Inc. | 39,900 | $1.51M | 0.57% | +200+0.5% | Added |
| Biltmore Family Office, LLC | 39,991 | $1.52M | 0.30% | +1,841+4.8% | Added |
| Grand Jean Capital Management Inc | 40,000 | $1.52M | 0.40% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.52M | 0.64% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 40,038 | $1.52M | 0.38% | −936−2.3% | Reduced |
| Souders Financial Advisors | 40,061 | $1.52M | 0.24% | −17,299−30.2% | Reduced |
| Baader Bank INC | 40,188 | $1.52M | 0.12% | +40,188 | New |
| Kiley Juergens Wealth Management, LLC | 40,204 | $1.52M | 0.47% | +7,953+24.7% | Added |
| Weaver Capital Management LLC | 40,228 | $1.53M | 0.53% | +554+1.4% | Added |
| Hikari Power Ltd | 40,240 | $1.53M | 0.13% | 00.0% | Unchanged |
| Welch Group, LLC | 40,294 | $1.53M | 0.08% | +13,028+47.8% | Added |
| Select Asset Management & Trust | 40,342 | $1.53M | 0.64% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 40,412 | $1.53M | 0.77% | −2,084−4.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 40,422 | $1.53M | 0.98% | −1,584−3.8% | Reduced |
| White Pine Capital LLC | 41,517 | $1.54M | 0.58% | +194+0.5% | Added |
| Wynn Capital, LLC | 40,525 | $1.54M | 1.19% | −685−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 40,688 | $1.54M | 0.16% | +40,688 | New |
| Centaurus Financial, Inc. | 40,741 | $1.54M | 0.11% | +3,434+9.2% | Added |
| Csenge Advisory Group | 40,818 | $1.55M | 0.09% | −830−2.0% | Reduced |
| BigSur Wealth Management LLC | 40,850 | $1.55M | 0.49% | +26,850+191.8% | Added |
| Greenfield Savings Bank | 40,855 | $1.55M | 0.81% | +211+0.5% | Added |
| E&G Advisors, LP | 40,913 | $1.55M | 0.49% | +1,316+3.3% | Added |
| Infrastructure Capital Advisors, LLC | 40,932 | $1.55M | 0.20% | +34,932+582.2% | Added |
| Sargent Investment Group, LLC | 40,983 | $1.55M | 0.34% | −7,890−16.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 41,015 | $1.55M | 0.65% | −1,849−4.3% | Reduced |
| Hartford Funds Management Co LLC | 41,018 | $1.56M | 0.15% | +5,405+15.2% | Added |
| Oarsman Capital, Inc. | 41,020 | $1.56M | 0.37% | −1,938−4.5% | Reduced |
| Proequities, Inc. | 40,809 | $1.56M | 0.10% | +832+2.1% | Added |