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 |
|---|---|---|---|---|---|
| SeaBridge Investment Advisors LLC | 49,026 | $1.86M | 0.49% | −6,257−11.3% | Reduced |
| Sandy Spring Bank | 49,054 | $1.86M | 0.08% | −1,609−3.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 49,482 | $1.88M | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49,573 | $1.88M | 0.14% | −17,727−26.3% | Reduced |
| Dohj, LLC | 49,957 | $1.89M | 0.50% | +3,585+7.7% | Added |
| Chapin Davis, Inc. | 49,965 | $1.89M | 0.69% | −5,700−10.2% | Reduced |
| Lake Street Financial LLC | 49,997 | $1.90M | 0.26% | +190.0% | Added |
| Mango Investments LLC | 50,000 | $1.90M | 1.40% | 00.0% | Unchanged |
| Savoie Capital LLC | 50,000 | $1.90M | 0.27% | +50,000 | New |
| NBT Bank N A | 50,112 | $1.90M | 0.14% | −1,901−3.7% | Reduced |
| Longfellow Investment Management Co LLC | 50,179 | $1.90M | 0.43% | +376+0.8% | Added |
| One Charles Private Wealth Services, LLC | 50,427 | $1.91M | 0.83% | +5,581+12.4% | Added |
| Howland Capital Management LLC | 50,460 | $1.91M | 0.09% | −450−0.9% | Reduced |
| Wunderlich Capital Managemnt | 50,472 | $1.91M | 0.86% | −2,929−5.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 50,741 | $1.92M | 0.07% | −1,107−2.1% | Reduced |
| Aire Advisors, LLC | 51,132 | $1.94M | 0.44% | +9,707+23.4% | Added |
| WSFS Capital Management, LLC | 51,319 | $1.95M | 0.11% | −699−1.3% | Reduced |
| L2 Asset Management, LLC | 51,359 | $1.95M | 0.64% | +2,957+6.1% | Added |
| MTM Investment Management, LLC | 51,475 | $1.95M | 0.81% | +144+0.3% | Added |
| Ameritas Advisory Services, LLC | 52,406 | $1.95M | 0.08% | +22,002+72.4% | Added |
| Waldron Private Wealth LLC | 51,303 | $1.96M | 0.09% | +2,379+4.9% | Added |
| Financial Partners Group, LLC | 51,717 | $1.96M | 0.76% | +8,516+19.7% | Added |
| Shufro Rose & Co LLC | 51,859 | $1.97M | 0.16% | +2,910+5.9% | Added |
| Cito Capital Group, LLC | 51,870 | $1.97M | 0.81% | −1,000−1.9% | Reduced |
| Cumberland Advisors Inc | 51,900 | $1.97M | 0.73% | −500−1.0% | Reduced |
| Ransom Advisory, Ltd | 51,949 | $1.97M | 1.05% | +51,949 | New |
| Catalytic Wealth RIA, LLC | 52,308 | $1.98M | 0.40% | +2,571+5.2% | Added |
| Shell Asset Management Co | 49,977 | $1.99M | 0.09% | −70,236−58.4% | Reduced |
| Hartford Financial Management Inc. | 52,577 | $1.99M | 0.42% | −1,846−3.4% | Reduced |
| CMG Global Holdings, LLC | 52,605 | $1.99M | 1.37% | 00.0% | Unchanged |
| Wedmont Private Capital | 53,092 | $2.00M | 0.15% | +3,527+7.1% | Added |
| Beacon Financial Group | 52,905 | $2.01M | 0.23% | −15,530−22.7% | Reduced |
| Neville Rodie & Shaw Inc | 52,975 | $2.01M | 0.15% | −451−0.8% | Reduced |
| Wulff, Hansen & Co. | 53,008 | $2.01M | 2.01% | −1,650−3.0% | Reduced |
| Norden Group LLC | 53,029 | $2.01M | 0.41% | +12,089+29.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 53,032 | $2.01M | 0.48% | +552+1.1% | Added |
| Lindbrook Capital, LLC | 53,195 | $2.02M | 0.19% | +1,295+2.5% | Added |
| First Horizon Advisors, Inc. | 53,539 | $2.03M | 0.06% | −4,645−8.0% | Reduced |
| RMR Wealth Builders | 53,294 | $2.03M | 0.25% | +15,361+40.5% | Added |
| Highlander Capital Management, LLC | 53,732 | $2.04M | 0.70% | −187−0.3% | Reduced |
| Wrapmanager Inc | 53,798 | $2.04M | 0.57% | +11,139+26.1% | Added |
| HCR Wealth Advisors | 53,801 | $2.04M | 0.31% | +2,856+5.6% | Added |
| Retirement Planning Co of New England, Inc. | 54,000 | $2.05M | 1.12% | −23,620−30.4% | Reduced |
| Jump Financial, LLC | 54,114 | $2.05M | 0.06% | +45,552+532.0% | Added |
| Foundations Investment Advisors, LLC | 54,191 | $2.05M | 0.05% | −9,051−14.3% | Reduced |
| Jeppson Wealth Management, LLC | 54,319 | $2.06M | 0.80% | −246−0.5% | Reduced |
| First Business Financial Services, Inc. | 54,366 | $2.06M | 0.22% | +140+0.3% | Added |
| Evergreen Wealth Management, LLC | 54,421 | $2.06M | 1.40% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 54,495 | $2.07M | 0.43% | −497−0.9% | Reduced |
| Cullinan Associates Inc | 54,609 | $2.07M | 0.12% | −5,650−9.4% | Reduced |
| Belpointe Asset Management LLC | 54,672 | $2.07M | 0.16% | −5,568−9.2% | Reduced |
| Clarkston Capital Partners, LLC | 54,700 | $2.07M | 0.04% | +100+0.2% | Added |
| Gillespie Robinson & Grimm Inc | 54,750 | $2.08M | 0.17% | +2,500+4.8% | Added |
| Zuckerman Investment Group, LLC | 55,062 | $2.09M | 0.24% | +27,502+99.8% | Added |
| Aspen Grove Capital, LLC | 55,067 | $2.09M | 0.59% | −25,741−31.9% | Reduced |
| Portside Wealth Group, LLC | 55,165 | $2.09M | 0.39% | +1,298+2.4% | Added |
| Gratus Capital LLC | 55,218 | $2.09M | 0.10% | +37,723+215.6% | Added |
| Washington Trust Bank | 55,249 | $2.10M | 0.20% | +1,473+2.7% | Added |
| McDonald Partners LLC | 55,251 | $2.10M | 0.58% | −1,604−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 55,322 | $2.10M | 0.31% | +1,696+3.2% | Added |
| Norris Financial Group, LLC | 55,605 | $2.11M | 1.16% | −15,824−22.2% | Reduced |
| Childress Capital Advisors, LLC | 55,902 | $2.12M | 0.62% | +33,203+146.3% | Added |
| Berkeley Capital Partners, LLC | 56,085 | $2.13M | 0.65% | +29,865+113.9% | Added |
| LJI Wealth Management, LLC | 56,135 | $2.13M | 0.55% | −2,814−4.8% | Reduced |
| Smith Shellnut Wilson LLC | 56,220 | $2.13M | 1.13% | 00.0% | Unchanged |
| Simplex Trading, LLC | 56,235 | $2.13M | 0.06% | −79,999−58.7% | Reduced |
| Syon Capital LLC | 56,265 | $2.13M | 0.20% | +11,132+24.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 56,780 | $2.15M | 1.48% | −4,191−6.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 56,837 | $2.16M | 0.58% | −1,213−2.1% | Reduced |
| First Dallas Securities Inc. | 56,856 | $2.16M | 0.99% | −4,870−7.9% | Reduced |
| Lafayette Investments, Inc. | 57,268 | $2.17M | 0.49% | −421−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 57,353 | $2.17M | 0.35% | +1,417+2.5% | Added |
| Claro Advisors LLC | 57,442 | $2.18M | 0.38% | +2,793+5.1% | Added |
| Family Legacy, Inc. | 57,481 | $2.18M | 0.78% | +1,637+2.9% | Added |
| Poehling Capital Management, LLC | 57,520 | $2.18M | 0.58% | −110−0.2% | Reduced |
| Granite Harbor Advisors, Inc. | 57,583 | $2.18M | 1.49% | +862+1.5% | Added |
| Hudson Canyon Capital Management | 57,591 | $2.18M | 1.40% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 57,822 | $2.19M | 0.04% | −12,578−17.9% | Reduced |
| Vision Capital Management, Inc. | 57,896 | $2.20M | 0.33% | −230.0% | Reduced |
| Kennedy Investment Group | 57,898 | $2.20M | 1.17% | −109−0.2% | Reduced |
| Thomasville National Bank | 58,242 | $2.21M | 0.18% | −113−0.2% | Reduced |
| First City Capital Management, Inc. | 58,249 | $2.21M | 1.22% | −975−1.6% | Reduced |
| Symmetry Investments LP | 58,300 | $2.21M | 0.23% | +58,300 | New |
| Viawealth, LLC | 58,519 | $2.22M | 1.39% | −5,784−9.0% | Reduced |
| Piscataqua Savings Bank | 58,638 | $2.22M | 1.96% | −6,446−9.9% | Reduced |
| Concentric Capital Strategies, LP | 58,674 | $2.22M | 0.14% | +58,674 | New |
| Abacus Planning Group, Inc. | 58,769 | $2.23M | 0.44% | +2,050+3.6% | Added |
| Choate Investment Advisors | 58,888 | $2.23M | 0.06% | −953−1.6% | Reduced |
| Coombe, Bender & Co LLC | 58,944 | $2.24M | 1.36% | +13,166+28.8% | Added |
| SeaCrest Wealth Management, LLC | 58,999 | $2.24M | 0.27% | −4,313−6.8% | Reduced |
| Lake Street Advisors Group, LLC | 59,145 | $2.24M | 0.10% | +2,620+4.6% | Added |
| Alpha DNA Investment Management LLC | 59,349 | $2.25M | 1.23% | −12,591−17.5% | Reduced |
| Cinctive Capital Management LP | 59,727 | $2.26M | 0.12% | −348,001−85.4% | Reduced |
| Concord Wealth Partners | 60,016 | $2.28M | 0.41% | +4,757+8.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 60,082 | $2.28M | 0.41% | +1,228+2.1% | Added |
| Argent Advisors, Inc. | 60,144 | $2.28M | 0.90% | −1,800−2.9% | Reduced |
| Slagle Financial, LLC | 60,239 | $2.28M | 1.24% | −152,819−71.7% | Reduced |
| Prosperity Consulting Group, LLC | 60,274 | $2.29M | 0.29% | +3,998+7.1% | Added |
| EagleClaw Capital Managment, LLC | 60,277 | $2.29M | 0.41% | −4,945−7.6% | Reduced |
| Koshinski Asset Management, Inc. | 60,429 | $2.29M | 0.23% | +27,566+83.9% | Added |