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
- 2,925
- +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
- 1,271 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 883 | $33.5K | 0.01% | +883 | New |
| Kempen Capital Management N.V. | 884 | $33.5K | 0.00% | −163−15.6% | Reduced |
| Atlantic Trust, LLC | 890 | $33.7K | 0.01% | +834+1,489.3% | Added |
| Fortis Group Advisors, LLC | 914 | $34.7K | 0.01% | −914−50.0% | Reduced |
| Mascoma Wealth Management LLC | 929 | $35.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 937 | $35.5K | 0.03% | −59−5.9% | Reduced |
| Front Row Advisors LLC | 932 | $35.6K | 0.01% | +86+10.2% | Added |
| Private Ocean, LLC | 956 | $36.3K | 0.00% | −325−25.4% | Reduced |
| Criterion Capital Advisors, LLC | 958 | $36.3K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 965 | $36.6K | 0.02% | +1+0.1% | Added |
| Core Wealth Advisors, Inc. | 994 | $37.7K | 0.01% | +1+0.1% | Added |
| Park Circle Co | 1,000 | $37.9K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 1,016 | $38.1K | 0.03% | +237+30.4% | Added |
| Global Trust Asset Management, LLC | 1,036 | $39.3K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,046 | $40.0K | 0.03% | +1,046 | New |
| Aspect Partners, LLC | 1,146 | $43.5K | 0.03% | +12+1.1% | Added |
| Roble, Belko & Company, Inc | 1,148 | $44.0K | 0.01% | −106−8.5% | Reduced |
| First Community Trust NA | 1,200 | $45.5K | 0.04% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,206 | $45.7K | 0.03% | −728−37.6% | Reduced |
| Truvestments Capital LLC | 1,213 | $46.0K | 0.02% | −922−43.2% | Reduced |
| Clear Point Advisors Inc. | 1,234 | $46.8K | 0.04% | +1+0.1% | Added |
| Twin Lakes Capital Management, LLC | 1,283 | $48.6K | 0.03% | +8+0.6% | Added |
| Frank, Rimerman Advisors LLC | 1,295 | $49.1K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,328 | $50.4K | 0.04% | +1,032+348.6% | Added |
| Broadwater Capital Management LLC | 1,332 | $50.5K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,386 | $52.6K | 0.03% | −45−3.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1,393 | $52.9K | 0.03% | +42+3.1% | Added |
| Castleview Partners, LLC | 1,402 | $53.2K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,437 | $54.5K | 0.03% | +1+0.1% | Added |
| HBC Financial Services, PLLC | 1,498 | $55.0K | 0.04% | −1,000−40.0% | Reduced |
| Oakmont Corp | 1,455 | $55.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,458 | $55.3K | 0.00% | +1,458 | New |
| Compass Wealth Management LLC | 1,470 | $55.7K | 0.01% | −260−15.0% | Reduced |
| Keener Financial Planning LLC | 1,454 | $56.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,482 | $56.2K | 0.01% | +217+17.2% | Added |
| Hallmark Capital Management Inc | 1,500 | $56.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,518 | $57.5K | 0.01% | −98−6.1% | Reduced |
| EnRich Financial Partners LLC | 1,575 | $59.7K | 0.02% | +1,575 | New |
| Timber Creek Capital Management LLC | 1,605 | $60.9K | 0.02% | −23−1.4% | Reduced |
| Central Bank & Trust Co | 1,644 | $62.3K | 0.01% | −39−2.3% | Reduced |
| Signature Resources Capital Management, LLC | 1,852 | $62.4K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,657 | $62.8K | 0.01% | +1,350+439.7% | Added |
| TFC Financial Management | 1,668 | $63.3K | 0.01% | −860−34.0% | Reduced |
| Stephens Consulting, LLC | 1,785 | $67.7K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,798 | $68.2K | 0.02% | −500−21.8% | Reduced |
| Northwest Capital Management Inc | 1,800 | $68.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,853 | $70.0K | 0.03% | −300−13.9% | Reduced |
| Fernwood Investment Management, LLC | 1,851 | $70.2K | 0.02% | +1,851 | New |
| BFSG, LLC | 1,862 | $70.6K | 0.01% | +200+12.0% | Added |
| Activest Wealth Management | 1,875 | $71.1K | 0.03% | +1,875 | New |
| Spotlight Asset Group, Inc. | 2,000 | $75.8K | 0.05% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,009 | $76.2K | 0.03% | +1,409+234.8% | Added |
| Loomis Sayles & Co L P | 2,033 | $77.0K | 0.00% | +396+24.2% | Added |
| Scarborough Advisors, LLC | 2,046 | $77.6K | 0.04% | +109+5.6% | Added |
| Wolff Wiese Magana LLC | 2,076 | $78.7K | 0.07% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,090 | $79.3K | 0.04% | 00.0% | Unchanged |
| Trust Co | 2,135 | $81.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,139 | $81.1K | 0.02% | +12+0.6% | Added |
| Core Alternative Capital | 2,139 | $81.1K | 0.01% | −1,482−40.9% | Reduced |
| REAP Financial Group, LLC | 2,160 | $81.9K | 0.02% | −2,205−50.5% | Reduced |
| Atticus Wealth Management, LLC | 2,181 | $82.7K | 0.03% | −2,000−47.8% | Reduced |
| Richardson Financial Services Inc. | 2,182 | $82.7K | 0.06% | +800+57.9% | Added |
| Elkhorn Partners Limited Partnership | 2,200 | $83.0K | 0.06% | −900−29.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,195 | $83.2K | 0.03% | −493−18.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 2,197 | $83.3K | 0.07% | 00.0% | Unchanged |
| A.P. Gilfoyle & Co., L.P. | 2,200 | $83.4K | 4.40% | +1,750+388.9% | Added |
| Naples Money Management LLC | 2,217 | $84.1K | 0.08% | −400−15.3% | Reduced |
| Advantage Trust Co | 2,250 | $85.3K | 0.06% | 00.0% | Unchanged |
| Breakwater Investment Management | 2,319 | $87.9K | 0.04% | +2,319 | New |
| FRG Family Wealth Advisors LLC | 2,402 | $88.9K | 0.02% | +2,402 | New |
| Horizons Wealth Management | 2,655 | $89.4K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,378 | $90.0K | 0.02% | −106−4.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,389 | $90.6K | 0.01% | +1,361+132.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,400 | $91.0K | 3.26% | +2,400 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,405 | $91.2K | 0.06% | +2+0.1% | Added |
| GoalVest Advisory LLC | 2,437 | $92.4K | 0.03% | +80+3.4% | Added |
| Riggs Asset Managment Co. Inc. | 2,594 | $98.4K | 0.03% | +20+0.8% | Added |
| Adalta Capital Management LLC | 2,600 | $98.6K | 0.05% | −500−16.1% | Reduced |
| Avion Wealth | 2,627 | $100.0K | 0.03% | −35−1.3% | Reduced |
| Sachetta, LLC | 2,980 | $100.3K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,681 | $101.7K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 2,702 | $102.5K | 0.01% | −2,254−45.5% | Reduced |
| Tortoise Investment Management, LLC | 2,723 | $103.3K | 0.01% | −120−4.2% | Reduced |
| Avalon Trust Co | 2,748 | $104.2K | 0.01% | −148−5.1% | Reduced |
| Tidemark, LLC | 2,837 | $107.6K | 0.06% | +6+0.2% | Added |
| Costello Asset Management, INC | 2,839 | $107.6K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,842 | $107.8K | 0.04% | −798−21.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2,957 | $112.1K | 0.02% | −150−4.8% | Reduced |
| Gladius Capital Management LP | 3,018 | $114.4K | 0.11% | +3,018 | New |
| Dougherty Wealth Advisers LLC | 3,055 | $115.8K | 0.10% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,113 | $118.0K | 0.02% | −83−2.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 3,145 | $119.0K | 0.07% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 3,158 | $119.8K | 0.03% | −1,696−34.9% | Reduced |
| Riverview Trust Co | 3,165 | $120.0K | 0.09% | +3,165 | New |
| BOK Financial Private Wealth, Inc. | 3,199 | $121.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,212 | $122.0K | 0.08% | −3,040−48.6% | Reduced |
| Canton Hathaway, LLC | 3,208 | $122.0K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3,222 | $122.2K | 0.02% | +3,157+4,856.9% | Added |
| Financial Connections Group, Inc. | 3,254 | $124.0K | 0.14% | +141+4.5% | Added |
| Bogart Wealth, LLC | 3,342 | $126.7K | 0.01% | +176+5.6% | Added |