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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 77,793 | $2.95M | 0.48% | +407+0.5% | Added |
| Mystic Asset Management, Inc. | 78,037 | $2.96M | 1.22% | +2,458+3.3% | Added |
| Alaska Permanent Fund Corp | 78,065 | $2.96M | 0.04% | −1,223−1.5% | Reduced |
| Parcion Private Wealth LLC | 78,087 | $2.96M | 0.26% | −1,031−1.3% | Reduced |
| Cohen Investment Advisors LLC | 78,468 | $2.98M | 1.93% | +3,787+5.1% | Added |
| Moody National Bank Trust Division | 78,611 | $2.98M | 0.23% | +773+1.0% | Added |
| Capital Asset Advisory Services LLC | 80,622 | $2.99M | 0.17% | +7,120+9.7% | Added |
| Brookmont Capital Management | 78,906 | $2.99M | 1.57% | +1,769+2.3% | Added |
| SYSTM Wealth Solutions LLC | 79,220 | $3.00M | 0.38% | −9,132−10.3% | Reduced |
| Mission Wealth Management, LP | 79,289 | $3.01M | 0.08% | +28,476+56.0% | Added |
| Whittier Trust Co of Nevada Inc | 79,311 | $3.01M | 0.09% | −5,164−6.1% | Reduced |
| Duff & Phelps Investment Management Co | 79,418 | $3.01M | 0.04% | +2,288+3.0% | Added |
| Kingswood Wealth Advisors, LLC | 79,458 | $3.01M | 0.35% | +11,947+17.7% | Added |
| Bartlett & Co. Wealth Management LLC | 79,483 | $3.01M | 0.05% | −5,002−5.9% | Reduced |
| Graypoint LLC | 79,751 | $3.02M | 0.22% | +5,920+8.0% | Added |
| Meitav Dash Investments Ltd | 79,938 | $3.03M | 0.06% | −5,020−5.9% | Reduced |
| Tower Bridge Advisors | 80,019 | $3.03M | 0.31% | −5,335−6.3% | Reduced |
| Triangle Securities Wealth Management | 80,057 | $3.04M | 0.87% | −1,458−1.8% | Reduced |
| Roundview Capital LLC | 80,182 | $3.04M | 0.25% | +1,066+1.3% | Added |
| Modera Wealth Management, LLC | 80,336 | $3.05M | 0.05% | −747−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 80,671 | $3.06M | 0.02% | −2,049−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 81,142 | $3.08M | 0.31% | +5,913+7.9% | Added |
| Private Trust Co NA | 81,166 | $3.08M | 0.33% | −640−0.8% | Reduced |
| AlphaCore Capital LLC | 81,396 | $3.09M | 0.82% | +43+0.1% | Added |
| Y.D. More Investments Ltd | 81,402 | $3.09M | 0.55% | −5,826−6.7% | Reduced |
| Spire Wealth Management | 81,454 | $3.09M | 0.08% | +6,567+8.8% | Added |
| Institute for Wealth Management, LLC. | 81,723 | $3.10M | 0.40% | −50−0.1% | Reduced |
| Western Wealth Management, LLC | 81,787 | $3.10M | 0.24% | −5,222−6.0% | Reduced |
| Clear Rock Advisors, LLC | 81,998 | $3.11M | 1.35% | +1,425+1.8% | Added |
| Peddock Capital Advisors, LLC | 82,077 | $3.11M | 0.82% | +1,914+2.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 84,109 | $3.11M | 0.01% | −38,904−31.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 82,276 | $3.12M | 1.22% | −1,175−1.4% | Reduced |
| Legacy Wealth Management, LLC | 82,345 | $3.12M | 1.41% | −750−0.9% | Reduced |
| HBK Sorce Advisory LLC | 82,434 | $3.13M | 0.11% | −164−0.2% | Reduced |
| Trust Asset Management LLC | 82,476 | $3.13M | 0.27% | −330−0.4% | Reduced |
| Evercore Wealth Management, LLC | 82,479 | $3.13M | 0.05% | −95,477−53.7% | Reduced |
| Change Path, LLC | 82,569 | $3.13M | 0.12% | +11,010+15.4% | Added |
| Beaton Management Co. Inc. | 82,759 | $3.14M | 1.71% | −450−0.5% | Reduced |
| Birmingham Capital Management Co Inc | 83,075 | $3.15M | 1.16% | −825−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 83,286 | $3.16M | 0.22% | −9,204−10.0% | Reduced |
| Beaumont Financial Advisors, LLC | 83,751 | $3.18M | 0.26% | +1,951+2.4% | Added |
| Legato Capital Management LLC | 83,844 | $3.18M | 0.38% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 83,891 | $3.18M | 0.13% | −5,042−5.7% | Reduced |
| Mount Vernon Associates Inc | 84,119 | $3.19M | 2.71% | +220.0% | Added |
| Processus Wealth & Capital Management, LLC | 84,154 | $3.19M | 2.83% | +11,079+15.2% | Added |
| Lakewood Asset Management LLC | 84,519 | $3.20M | 2.18% | +5,737+7.3% | Added |
| Affinity Investment Advisors, LLC | 84,657 | $3.21M | 2.34% | −269−0.3% | Reduced |
| Caxton Associates LP | 84,797 | $3.22M | 0.22% | −744,387−89.8% | Reduced |
| Wright Investors Service Inc | 84,965 | $3.22M | 0.82% | −621−0.7% | Reduced |
| Buckingham Strategic Partners | 85,157 | $3.23M | 0.09% | +45,326+113.8% | Added |
| Brick & Kyle, Associates | 86,318 | $3.23M | 1.43% | −257−0.3% | Reduced |
| Delta Capital Management LLC | 85,350 | $3.24M | 2.14% | +85,350 | New |
| Wealth Alliance Advisory Group, LLC | 85,467 | $3.24M | 0.75% | +1,604+1.9% | Added |
| Guardian Investment Management | 85,548 | $3.24M | 2.67% | +4,960+6.2% | Added |
| London & Capital Asset Management Ltd | 85,589 | $3.25M | 0.25% | −22,930−21.1% | Reduced |
| Lakeview Capital Partners, LLC | 85,700 | $3.25M | 0.53% | −1,486−1.7% | Reduced |
| Imprint Wealth LLC | 86,848 | $3.26M | 0.79% | +22,907+35.8% | Added |
| Trivant Custom Portfolio Group, LLC | 85,955 | $3.26M | 2.07% | −1,553−1.8% | Reduced |
| Winton Group Ltd | 86,209 | $3.27M | 0.23% | +33,687+64.1% | Added |
| Stock Yards Bank & Trust Co | 86,372 | $3.28M | 0.11% | +3,401+4.1% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.28M | 0.42% | 00.0% | Unchanged |
| Perpetual Ltd | 86,676 | $3.29M | 0.03% | +20,021+30.0% | Added |
| Hollencrest Capital Management | 86,688 | $3.29M | 0.15% | −1,179−1.3% | Reduced |
| International Assets Investment Management, LLC | 107,553 | $3.30M | 0.35% | +3,553+3.4% | Added |
| Wintrust Investments LLC | 87,235 | $3.31M | 0.29% | −1,541−1.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 87,300 | $3.31M | 0.29% | +87,300 | New |
| American Assets Inc | 87,500 | $3.32M | 1.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 87,650 | $3.32M | 0.47% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 88,062 | $3.34M | 0.57% | +33,559+61.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 88,581 | $3.36M | 0.18% | −19,104−17.7% | Reduced |
| Princeton Global Asset Management LLC | 88,799 | $3.37M | 0.80% | −3,558−3.9% | Reduced |
| Integrated Advisors Network LLC | 88,823 | $3.37M | 0.17% | −100,506−53.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 89,074 | $3.38M | 0.36% | +4,595+5.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 89,391 | $3.38M | 0.11% | +30,418+51.6% | Added |
| Capital Analysts, LLC | 89,406 | $3.39M | 0.16% | +8,843+11.0% | Added |
| Culbertson A N & Co Inc | 89,977 | $3.41M | 0.59% | +9,525+11.8% | Added |
| Credit Capital Investments LLC | 90,000 | $3.41M | 4.22% | −6,000−6.3% | Reduced |
| Hancock Whitney Corp | 90,010 | $3.41M | 0.12% | −42,985−32.3% | Reduced |
| Cidel Asset Management Inc | 90,153 | $3.42M | 0.26% | +1,934+2.2% | Added |
| NorthRock Partners, LLC | 89,655 | $3.42M | 0.13% | +7,941+9.7% | Added |
| Skylands Capital, LLC | 90,250 | $3.42M | 0.47% | −1,050−1.2% | Reduced |
| Brighton Jones LLC | 90,305 | $3.42M | 0.12% | −1,990−2.2% | Reduced |
| NewEdge Wealth, LLC | 92,944 | $3.43M | 0.08% | +602+0.7% | Added |
| Asset Dedication, LLC | 90,298 | $3.43M | 0.26% | +162+0.2% | Added |
| Kingsview Wealth Management, LLC | 90,957 | $3.45M | 0.09% | +5,496+6.4% | Added |
| Anchor Investment Management, LLC | 91,074 | $3.45M | 0.36% | +733+0.8% | Added |
| Gries Financial LLC | 91,244 | $3.46M | 0.58% | +318+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 91,366 | $3.46M | 0.06% | −1,643−1.8% | Reduced |
| ProVise Management Group, LLC | 91,566 | $3.47M | 0.30% | −915−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 91,772 | $3.48M | 0.00% | −9,545−9.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 92,096 | $3.49M | 1.31% | +1,680+1.9% | Added |
| Plimoth Trust Co LLC | 92,442 | $3.51M | 0.93% | −489−0.5% | Reduced |
| Summit Trail Advisors, LLC | 92,558 | $3.51M | 0.09% | +32,246+53.5% | Added |
| Commerzbank Aktiengesellschaft | 92,907 | $3.52M | 0.12% | +5,928+6.8% | Added |
| BancorpSouth Bank | 92,994 | $3.53M | 0.26% | +815+0.9% | Added |
| Long Focus Capital Management, LLC | 93,000 | $3.53M | 0.41% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93,059 | $3.53M | 0.05% | +5,041+5.7% | Added |
| Family Management Corp | 93,161 | $3.53M | 0.65% | +18,550+24.9% | Added |
| Mutual Advisors, LLC | 93,357 | $3.54M | 0.11% | +9,548+11.4% | Added |
| Banco de Sabadell, S.A | 93,481 | $3.54M | 2.64% | +14,134+17.8% | Added |