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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 60,628 | $2.30M | 0.51% | −4,188−6.5% | Reduced |
| American State Bank (Iowa) | 60,654 | $2.30M | 1.54% | −5,791−8.7% | Reduced |
| Schechter Investment Advisors, LLC | 61,428 | $2.33M | 0.17% | +1,726+2.9% | Added |
| GeoWealth Management, LLC | 61,453 | $2.33M | 0.09% | +20,820+51.2% | Added |
| AlTi Global, Inc. | 61,700 | $2.33M | 0.06% | +13,485+28.0% | Added |
| Transcend Wealth Collective, LLC | 61,545 | $2.33M | 0.19% | −2,557−4.0% | Reduced |
| Exchange Capital Management, Inc. | 61,579 | $2.34M | 0.38% | −1,980−3.1% | Reduced |
| Jupiter Wealth Management LLC | 61,946 | $2.34M | 1.24% | +22,946+58.8% | Added |
| GAMMA Investing LLC | 62,359 | $2.36M | 0.48% | +8,592+16.0% | Added |
| FNY Investment Advisers, LLC | 62,540 | $2.37M | 1.54% | +61,740+7,717.5% | Added |
| Carson Advisory Inc. | 62,542 | $2.37M | 1.67% | +2,309+3.8% | Added |
| Andra AP-fonden | 62,700 | $2.38M | 0.04% | +62,700 | New |
| WCG Wealth Advisors LLC | 62,795 | $2.38M | 0.20% | −17,226−21.5% | Reduced |
| Coastline Trust Co | 62,944 | $2.39M | 0.29% | −4,395−6.5% | Reduced |
| Barometer Capital Management Inc. | 64,500 | $2.39M | 0.62% | −100−0.2% | Reduced |
| Hourglass Capital, LLC | 63,017 | $2.39M | 0.72% | +227+0.4% | Added |
| Studio Investment Management LLC | 63,395 | $2.40M | 0.57% | −6,250−9.0% | Reduced |
| Cornerstone Wealth Management, LLC | 63,475 | $2.41M | 0.19% | −442−0.7% | Reduced |
| Clarius Group, LLC | 63,594 | $2.41M | 0.17% | −6,411−9.2% | Reduced |
| Wealthcare Advisory Partners LLC | 63,812 | $2.42M | 0.08% | +9,191+16.8% | Added |
| Empire Financial Management Company, LLC | 63,948 | $2.42M | 0.80% | −350−0.5% | Reduced |
| Vanguard Capital Wealth Advisors | 64,121 | $2.43M | 1.71% | −939−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 64,414 | $2.44M | 0.15% | −985−1.5% | Reduced |
| Financial Counselors Inc | 64,590 | $2.45M | 0.04% | −18,347−22.1% | Reduced |
| Stratos Wealth Advisors, LLC | 64,692 | $2.45M | 0.15% | −82,128−55.9% | Reduced |
| Abbrea Capital, LLC | 64,858 | $2.46M | 0.32% | −1,058−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 64,875 | $2.46M | 0.11% | +34,641+114.6% | Added |
| Cumberland Partners Ltd | 64,935 | $2.46M | 0.18% | −4,660−6.7% | Reduced |
| Old National Bancorp | 65,666 | $2.49M | 0.06% | +5,942+9.9% | Added |
| Convergence Investment Partners, LLC | 66,207 | $2.51M | 0.96% | +4,260+6.9% | Added |
| Davis Investment Partners, LLC | 68,553 | $2.51M | 1.10% | −192−0.3% | Reduced |
| Aull & Monroe Investment Management Corp | 66,263 | $2.51M | 1.15% | −1,891−2.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 66,494 | $2.52M | 0.88% | −2,958−4.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 66,695 | $2.53M | 0.87% | +19,010+39.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 66,793 | $2.53M | 0.72% | −100−0.1% | Reduced |
| Hendershot Investments Inc. | 66,797 | $2.53M | 0.36% | −3,960−5.6% | Reduced |
| Quadcap Wealth Management, LLC | 67,157 | $2.55M | 0.58% | −10,333−13.3% | Reduced |
| Lincoln Capital Corp | 67,198 | $2.55M | 1.11% | −2,439−3.5% | Reduced |
| Ethic Inc. | 67,340 | $2.55M | 0.06% | +7,490+12.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,394 | $2.56M | 0.08% | +8,094+13.6% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $2.56M | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 67,514 | $2.56M | 0.16% | +20,268+42.9% | Added |
| EverSource Wealth Advisors, LLC | 69,671 | $2.58M | 0.20% | +4,954+7.7% | Added |
| Diligent Investors, LLC | 68,161 | $2.58M | 0.65% | −1,192−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 68,216 | $2.59M | 0.24% | −1,620−2.3% | Reduced |
| Beacon Investment Advisors LLC | 68,504 | $2.60M | 1.48% | −170.0% | Reduced |
| Chiron Investment Management, LLC | 68,575 | $2.60M | 1.13% | +68,575 | New |
| Carolinas Wealth Consulting LLC | 68,345 | $2.61M | 0.51% | +944+1.4% | Added |
| Bank Ozk | 69,030 | $2.62M | 1.17% | −15,371−18.2% | Reduced |
| Harbour Capital Advisors, LLC | 70,207 | $2.62M | 0.65% | +166+0.2% | Added |
| Naviter Wealth, LLC | 69,405 | $2.63M | 0.43% | +3,693+5.6% | Added |
| Sound View Wealth Advisors Group, LLC | 69,777 | $2.65M | 0.28% | +9,045+14.9% | Added |
| SS&H Financial Advisors, Inc. | 69,808 | $2.65M | 1.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 69,885 | $2.65M | 0.41% | +238+0.3% | Added |
| Clearstead Advisors, LLC | 69,386 | $2.65M | 0.13% | +2,302+3.4% | Added |
| Financial Advisory Service, Inc. | 70,596 | $2.68M | 0.24% | −691−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 70,657 | $2.68M | 0.21% | −807−1.1% | Reduced |
| Lodestone Wealth Management LLC | 70,804 | $2.68M | 1.42% | −902−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 71,043 | $2.69M | 0.29% | +3,817+5.7% | Added |
| Compton Wealth Advisory Group, LLC | 71,149 | $2.70M | 0.74% | +403+0.6% | Added |
| Caldwell Trust Co | 71,195 | $2.70M | 0.31% | +1,251+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 71,216 | $2.70M | 0.49% | −2,521−3.4% | Reduced |
| Charter Research & Investment Group, Inc. | 71,332 | $2.70M | 2.14% | −340.0% | Reduced |
| Grove Bank & Trust | 71,459 | $2.71M | 0.46% | −351−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 71,568 | $2.71M | 0.64% | +760+1.1% | Added |
| Cornercap Investment Counsel Inc | 71,605 | $2.72M | 0.42% | −552−0.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 71,643 | $2.72M | 0.24% | −815−1.1% | Reduced |
| Shorepoint Capital Partners LLC | 71,745 | $2.72M | 0.67% | −2,973−4.0% | Reduced |
| ZWJ Investment Counsel Inc | 71,835 | $2.72M | 0.12% | +12,621+21.3% | Added |
| Hamilton Capital Partners Inc. | 71,970 | $2.73M | 0.33% | +41,070+132.9% | Added |
| Massachusetts Wealth Management | 71,972 | $2.73M | 1.92% | +906+1.3% | Added |
| Nwam LLC | 72,215 | $2.73M | 0.22% | −1,666−2.3% | Reduced |
| Umpqua Bank | 72,112 | $2.73M | 1.12% | +72,112 | New |
| Stonebridge Capital Advisors LLC | 72,147 | $2.74M | 0.25% | +5,320+8.0% | Added |
| Advisors Capital Management, LLC | 72,320 | $2.74M | 0.05% | −3,428−4.5% | Reduced |
| Graham Capital Management, L.P. | 72,664 | $2.76M | 0.08% | −564,838−88.6% | Reduced |
| Employees Retirement System of Texas | 73,175 | $2.77M | 0.03% | −48,200−39.7% | Reduced |
| Burton Enright Welch | 73,199 | $2.78M | 0.67% | +908+1.3% | Added |
| Holderness Investments Co | 73,244 | $2.78M | 0.68% | +202+0.3% | Added |
| Cigna Investments Inc | 73,374 | $2.78M | 0.53% | −523−0.7% | Reduced |
| Country Club Bank | 73,419 | $2.78M | 0.20% | −3,397−4.4% | Reduced |
| Bayesian Capital Management, LP | 73,700 | $2.79M | 0.27% | −4,482−5.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.81M | 0.88% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 74,150 | $2.81M | 0.13% | −6,101−7.6% | Reduced |
| Heritage Trust Co | 74,286 | $2.82M | 0.38% | −1,456−1.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 74,646 | $2.83M | 1.14% | +74,646 | New |
| Lighthouse Investment Partners, LLC | 74,814 | $2.84M | 0.17% | −145,162−66.0% | Reduced |
| Cetera Trust Company, N.A | 74,893 | $2.84M | 1.71% | −550−0.7% | Reduced |
| Cowen and Company, LLC | 75,000 | $2.84M | 0.11% | +75,000 | New |
| Principal Securities, Inc. | 75,312 | $2.86M | 0.09% | +6,749+9.8% | Added |
| Fifth Third Wealth Advisors LLC | 75,451 | $2.86M | 0.45% | +17,196+29.5% | Added |
| Meridian Wealth Advisors, LLC | 75,485 | $2.86M | 0.54% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 76,179 | $2.89M | 0.32% | 00.0% | Unchanged |
| AMG National Trust Bank | 76,401 | $2.90M | 0.08% | −22,958−23.1% | Reduced |
| Quadrant Capital Group LLC | 76,405 | $2.90M | 0.23% | −2,426−3.1% | Reduced |
| Exeter Financial, LLC | 78,761 | $2.91M | 1.34% | −125−0.2% | Reduced |
| Citizens Business Bank | 77,314 | $2.93M | 0.61% | +3,234+4.4% | Added |
| Raab & Moskowitz Asset Management LLC | 77,468 | $2.94M | 0.82% | +2,476+3.3% | Added |
| Berkshire Bank | 77,684 | $2.95M | 0.73% | −4,731−5.7% | Reduced |
| Tritonpoint Wealth, LLC | 84,557 | $2.95M | 0.31% | −7,393−8.0% | Reduced |