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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 41,071 | $1.56M | 0.25% | −1,638−3.8% | Reduced |
| SkyOak Wealth, LLC | 41,096 | $1.56M | 0.37% | −1,299−3.1% | Reduced |
| Vident Advisory, LLC | 41,262 | $1.56M | 0.03% | +6,104+17.4% | Added |
| Pegasus Partners Ltd. | 41,291 | $1.57M | 0.17% | +479+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 41,304 | $1.57M | 0.36% | +1,999+5.1% | Added |
| GYL Financial Synergies, LLC | 41,407 | $1.57M | 0.12% | +1,871+4.7% | Added |
| Safeguard Investment Advisory Group, LLC | 41,434 | $1.57M | 0.53% | −7,603−15.5% | Reduced |
| Bouchey Financial Group Ltd | 41,530 | $1.57M | 0.15% | −102−0.2% | Reduced |
| Vise Technologies, Inc. | 41,592 | $1.58M | 0.31% | −18,172−30.4% | Reduced |
| Boston Trust Walden Corp | 41,641 | $1.58M | 0.01% | −400−1.0% | Reduced |
| Coastwise Capital Group, LLC | 41,685 | $1.58M | 1.47% | +2,315+5.9% | Added |
| Jefferies Financial Group Inc. | 41,872 | $1.59M | 0.03% | −450,129−91.5% | Reduced |
| Credential Qtrade Securities Inc. | 41,942 | $1.59M | 0.09% | +2,951+7.6% | Added |
| Strategic Planning Group, LLC | 41,992 | $1.59M | 0.40% | +3,816+10.0% | Added |
| Channing Global Advisors, LLC | 42,010 | $1.59M | 1.35% | +526+1.3% | Added |
| Ramirez Asset Management, Inc. | 42,030 | $1.59M | 0.32% | −1,931−4.4% | Reduced |
| FLC Capital Advisors | 42,073 | $1.60M | 0.40% | −1,490−3.4% | Reduced |
| Premier Path Wealth Partners, LLC | 42,076 | $1.60M | 0.30% | +2,274+5.7% | Added |
| Legacy Financial Advisors, Inc. | 42,092 | $1.60M | 0.29% | +2,323+5.8% | Added |
| LVW Advisors, LLC | 42,303 | $1.60M | 0.27% | +7,034+19.9% | Added |
| RB Capital Management, LLC | 42,393 | $1.61M | 0.43% | −30.0% | Reduced |
| ABN AMRO Bank N.V. | 42,435 | $1.61M | 0.02% | −7,187−14.5% | Reduced |
| Connecticut Wealth Management, LLC | 42,545 | $1.61M | 0.09% | −8,498−16.6% | Reduced |
| Fiduciary Family Office, LLC | 42,662 | $1.62M | 0.63% | +401+0.9% | Added |
| Leonteq Securities AG | 42,736 | $1.62M | 0.22% | +41,221+2,720.9% | Added |
| Westside Investment Management, Inc. | 42,831 | $1.62M | 0.39% | +80+0.2% | Added |
| RDA Financial Network | 42,820 | $1.62M | 0.56% | +2,745+6.8% | Added |
| CRA Financial Services, LLC | 43,123 | $1.64M | 0.36% | −2,036−4.5% | Reduced |
| NBW Capital LLC | 43,279 | $1.64M | 0.34% | −1,370−3.1% | Reduced |
| Aigen Investment Management, LP | 43,344 | $1.64M | 0.36% | +36,312+516.4% | Added |
| MWA Asset Management | 43,528 | $1.65M | 1.20% | +2,300+5.6% | Added |
| Parkside Financial Bank & Trust | 43,552 | $1.65M | 0.27% | −3,150−6.7% | Reduced |
| Insigneo Advisory Services, LLC | 43,599 | $1.65M | 0.20% | −107,421−71.1% | Reduced |
| Iowa State Bank | 43,701 | $1.66M | 0.37% | +33,772+340.1% | Added |
| Intellectus Partners, LLC | 43,715 | $1.66M | 0.44% | +377+0.9% | Added |
| Sunesis Advisors, LLC | 43,811 | $1.66M | 0.97% | +1,366+3.2% | Added |
| Exencial Wealth Advisors, LLC | 43,828 | $1.66M | 0.06% | −7,803−15.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,839 | $1.66M | 0.17% | −2,199−4.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 43,853 | $1.66M | 0.39% | +2,727+6.6% | Added |
| Brady Family Wealth, LLC | 43,853 | $1.66M | 0.54% | +10.0% | Added |
| CSS LLC | 43,900 | $1.66M | 0.14% | +10,000+29.5% | Added |
| Boothbay Fund Management, LLC | 44,035 | $1.67M | 0.05% | +17,903+68.5% | Added |
| Falcon Wealth Planning | 44,191 | $1.68M | 0.27% | +82+0.2% | Added |
| Ballast, Inc. | 44,197 | $1.68M | 0.53% | +1,093+2.5% | Added |
| Duncker Streett & Co Inc | 44,210 | $1.68M | 0.33% | −4,126−8.5% | Reduced |
| Advisor OS, LLC | 44,269 | $1.68M | 0.19% | −424−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 44,582 | $1.69M | 0.11% | −1,583−3.4% | Reduced |
| Payden & Rygel | 44,600 | $1.69M | 0.12% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 44,600 | $1.69M | 0.12% | +44,600 | New |
| Connective Portfolio Management, LLC | 44,625 | $1.69M | 2.98% | −43,585−49.4% | Reduced |
| Herold Advisors, Inc. | 44,701 | $1.70M | 0.41% | −2,392−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 298,386 | $1.70M | 0.28% | −324−0.1% | Reduced |
| Kingfisher Capital LLC | 45,034 | $1.71M | 0.41% | −1,260−2.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,047 | $1.71M | 0.05% | −1,647−3.5% | Reduced |
| Prairiewood Capital, LLC | 45,066 | $1.71M | 0.80% | −5,761−11.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 45,068 | $1.71M | 0.98% | −2,261−4.8% | Reduced |
| IMS Capital Management | 45,281 | $1.72M | 0.80% | −960−2.1% | Reduced |
| Martin & Co Inc | 45,342 | $1.72M | 0.42% | −1,083−2.3% | Reduced |
| Gratus Wealth Advisors, LLC | 48,115 | $1.72M | 0.32% | +513+1.1% | Added |
| Aspiriant, LLC | 45,388 | $1.72M | 0.07% | −1,016−2.2% | Reduced |
| Visionary Wealth Advisors | 45,523 | $1.73M | 0.12% | −1,051−2.3% | Reduced |
| Focus Financial Network, Inc. | 48,383 | $1.73M | 0.08% | +48,383 | New |
| Adell Harriman & Carpenter Inc | 45,656 | $1.73M | 0.14% | −100−0.2% | Reduced |
| SageView Advisory Group, LLC | 45,793 | $1.74M | 0.10% | −5,895−11.4% | Reduced |
| Regal Investment Advisors LLC | 46,408 | $1.76M | 0.12% | +130+0.3% | Added |
| Buckley Wealth Management, LLC | 46,518 | $1.76M | 0.57% | −585−1.2% | Reduced |
| Coppell Advisory Solutions Corp. | 46,529 | $1.76M | 0.33% | +46,529 | New |
| Investment Advisory Services Inc | 46,536 | $1.76M | 0.65% | −1,754−3.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 46,600 | $1.77M | 0.46% | +1,800+4.0% | Added |
| Busey Wealth Management | 46,793 | $1.77M | 0.06% | −659−1.4% | Reduced |
| Legacy Advisors, LLC | 46,553 | $1.78M | 0.22% | +2,309+5.2% | Added |
| Burney Co | 46,892 | $1.78M | 0.07% | −510−1.1% | Reduced |
| Greytown Advisors Inc. | 46,921 | $1.78M | 1.00% | +30.0% | Added |
| Guardian Wealth Advisors, LLC | 46,952 | $1.78M | 0.22% | +30+0.1% | Added |
| Wellington Shields Capital Management, LLC | 47,020 | $1.78M | 0.34% | −1,615−3.3% | Reduced |
| Investors Asset Management of Georgia Inc | 47,155 | $1.79M | 0.84% | −5,730−10.8% | Reduced |
| Atlas Brown,Inc. | 47,207 | $1.79M | 0.65% | +522+1.1% | Added |
| M Holdings Securities, Inc. | 47,218 | $1.79M | 0.30% | −13,527−22.3% | Reduced |
| Palogic Value Management, L.P. | 47,231 | $1.79M | 0.77% | +978+2.1% | Added |
| Gladstone Institutional Advisory LLC | 47,344 | $1.80M | 0.10% | −9,837−17.2% | Reduced |
| Cowa, LLC | 47,800 | $1.81M | 1.07% | +1,677+3.6% | Added |
| Arvest Investments, Inc. | 47,820 | $1.81M | 0.29% | −179−0.4% | Reduced |
| Finer Wealth Management, Inc. | 47,876 | $1.82M | 1.19% | −15,530−24.5% | Reduced |
| Texas Yale Capital Corp. | 47,890 | $1.82M | 0.08% | −64,527−57.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 47,895 | $1.82M | 1.22% | 00.0% | Unchanged |
| Gs Investments, Inc. | 47,921 | $1.82M | 0.88% | +280+0.6% | Added |
| Altman Advisors, Inc. | 48,534 | $1.82M | 0.89% | +17,635+57.1% | Added |
| Excalibur Management Corp | 48,053 | $1.82M | 0.77% | +490+1.0% | Added |
| Concord Asset Management, LLC | 48,404 | $1.84M | 0.48% | +8,391+21.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 49,031 | $1.84M | 1.65% | −14,381−22.7% | Reduced |
| NVWM, LLC | 48,120 | $1.84M | 0.50% | −154−0.3% | Reduced |
| Register Financial Advisors LLC | 48,431 | $1.84M | 0.95% | −912−1.8% | Reduced |
| Mendel Money Management | 48,442 | $1.84M | 0.85% | −6,564−11.9% | Reduced |
| NTV Asset Management LLC | 48,549 | $1.84M | 0.28% | −606−1.2% | Reduced |
| MCF Advisors LLC | 48,583 | $1.84M | 0.14% | +12,351+34.1% | Added |
| Probity Advisors, Inc. | 48,713 | $1.85M | 0.38% | +1,231+2.6% | Added |
| Capital Advisors Inc | 48,899 | $1.85M | 0.04% | −20,795−29.8% | Reduced |
| LM Advisors LLC | 48,941 | $1.86M | 0.29% | −6,065−11.0% | Reduced |
| Advisory Research Inc | 48,973 | $1.86M | 0.37% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 48,993 | $1.86M | 0.41% | −5,686−10.4% | Reduced |