Skip to main content

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.

Institutional holdersQ1 2024: 2,924 institutions
Q1 2021: 2,479 institutionsQ2 2021: 2,495 institutionsQ3 2021: 2,500 institutionsQ4 2021: 2,791 institutionsQ1 2022: 2,795 institutionsQ2 2022: 2,647 institutionsQ3 2022: 2,605 institutionsQ4 2022: 2,722 institutionsQ1 2023: 2,664 institutionsQ2 2023: 2,651 institutionsQ3 2023: 2,624 institutionsQ4 2023: 2,859 institutionsQ1 2024: 2,924 institutionsQ2 2024: 2,955 institutionsQ3 2024: 2,988 institutionsQ4 2024: 3,276 institutionsQ1 2025: 3,214 institutionsQ2 2025: 3,321 institutionsQ3 2025: 3,366 institutionsQ4 2025: 3,615 institutionsQ1 2026: 3,492 institutionsQ2 2026: 3,620 institutions
Value heldQ1 2024: $213.8B
Q1 2021: $237.1BQ2 2021: $249.6BQ3 2021: $248.4BQ4 2021: $254.9BQ1 2022: $231.9BQ2 2022: $173.8BQ3 2022: $169.7BQ4 2022: $186.9BQ1 2023: $157.5BQ2 2023: $158.0BQ3 2023: $150.9BQ4 2023: $188.1BQ1 2024: $213.8BQ2 2024: $224.3BQ3 2024: $220.6BQ4 2024: $247.3BQ1 2025: $231.2BQ2 2025: $260.1BQ3 2025: $281.7BQ4 2025: $303.6BQ1 2026: $259.2BQ2 2026: $304.8B
Institutions holding BAC and their total value by quarter
QuarterHoldersValue
Q2 20263,620$304.8B
Q1 20263,492$259.2B
Q4 20253,615$303.6B
Q3 20253,366$281.7B
Q2 20253,321$260.1B
Q1 20253,214$231.2B
Q4 20243,276$247.3B
Q3 20242,988$220.6B
Q2 20242,955$224.3B
Q1 20242,924$213.8B
Q4 20232,859$188.1B
Q3 20232,624$150.9B
Q2 20232,651$158.0B
Q1 20232,664$157.5B
Q4 20222,722$186.9B
Q3 20222,605$169.7B
Q2 20222,647$173.8B
Q1 20222,795$231.9B
Q4 20212,791$254.9B
Q3 20212,500$248.4B
Q2 20212,495$249.6B
Q1 20212,479$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.

Institutions holding BAC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CAPROCK Group, Inc.93,556$3.55M0.20%+11,339+13.8%Added
Grey Street Capital, LLC93,688$3.55M0.48%+64,917+225.6%Added
Procyon Private Wealth Partners, LLC93,795$3.56M0.28%−48,204−33.9%Reduced
Bank of New Hampshire93,800$3.56M0.93%−133−0.1%Reduced
Forum Financial Management, LP93,810$3.56M0.06%+731+0.8%Added
Verdence Capital Advisors LLC93,830$3.56M0.32%−2,951−3.0%Reduced
Gold Investment Management Ltd.93,831$3.56M1.44%+116+0.1%Added
Meridian Investment Counsel Inc.94,724$3.59M1.19%−1,092−1.1%Reduced
1st Source Bank95,348$3.62M0.21%−151−0.2%Reduced
Coldstream Capital Management Inc95,605$3.63M0.09%+5,436+6.0%Added
Williams Jones Wealth Management, LLC.95,792$3.63M0.05%−14,786−13.4%Reduced
St. Johns Investment Management Company, LLC96,036$3.64M1.75%+1,380+1.5%Added
Embree Financial Group96,103$3.64M0.71%−3,998−4.0%Reduced
Cantor Fitzgerald Investment Adviser L.P.96,323$3.65M0.27%−4,451−4.4%Reduced
FineMark National Bank & Trust96,994$3.68M0.14%+2,767+2.9%Added
Plancorp, LLC97,073$3.68M0.16%+3,256+3.5%Added
Belmont Capital, LLC97,954$3.71M1.01%−54,678−35.8%Reduced
Pacifica Partners Inc.101,056$3.72M1.65%−1,205−1.2%Reduced
Capital Investment Advisory Services, LLC98,240$3.73M0.40%−10,550−9.7%Reduced
Gleason Group, Inc.98,285$3.73M0.78%−2,858−2.8%Reduced
Citizens Financial Group Inc98,189$3.73M0.12%+20,916+27.1%Added
Global Retirement Partners, LLC98,584$3.74M0.14%−556−0.6%Reduced
Marco Investment Management LLC98,695$3.74M0.35%+988+1.0%Added
Kornitzer Capital Management Inc99,328$3.77M0.07%−638−0.6%Reduced
Ami Investment Management Inc99,518$3.77M1.37%+415+0.4%Added
IFP Advisors, Inc99,621$3.78M0.17%−4,192−4.0%Reduced
Park Avenue Securities LLC99,869$3.79M0.05%+9,784+10.9%Added
Gables Capital Management Inc.100,209$3.80M2.09%−1,300−1.3%Reduced
Parallel Advisors, LLC100,493$3.81M0.10%+1,636+1.7%Added
Icon Advisers Inc101,590$3.81M0.83%00.0%Unchanged
Abbot Financial Management, Inc.100,840$3.82M2.11%+354+0.4%Added
Beach Investment Counsel Inc114,171$3.84M0.47%00.0%Unchanged
Whittier Trust Co101,736$3.86M0.06%+956+0.9%Added
David J Yvars Group102,010$3.87M2.61%−3,355−3.2%Reduced
Portfolio Design Labs, LLC102,277$3.88M1.30%−63,798−38.4%Reduced
Weinberger Asset Management, Inc102,563$3.89M1.88%−4,831−4.5%Reduced
RNC Capital Management LLC103,154$3.91M0.22%−12,522−10.8%Reduced
Lazari Capital Management, Inc.103,332$3.92M2.13%−21,416−17.2%Reduced
Harbor Investment Advisory, LLC103,460$3.92M0.41%−1,511−1.4%Reduced
Knightsbridge Asset Management, LLC116,592$3.93M1.11%00.0%Unchanged
Ironsides Asset Advisors, LLC103,865$3.94M1.35%+70,353+209.9%Added
MainStreet Investment Advisors LLC104,556$3.96M0.48%−19,940−16.0%Reduced
Capital Investment Counsel, Inc104,666$3.97M0.68%−3,100−2.9%Reduced
Sumitomo Life Insurance Co105,199$3.99M0.10%+8,289+8.6%Added
KG&L Capital Management,LLC105,383$4.00M1.59%−11,721−10.0%Reduced
Lyell Wealth Management, LP105,516$4.00M0.41%−2,105−2.0%Reduced
Argyle Capital Management Inc.106,343$4.03M1.56%−5,700−5.1%Reduced
Letson Investment Management, Inc.106,361$4.03M1.71%+1,256+1.2%Added
Greenwood Capital Associates LLC106,415$4.04M0.54%−17,402−14.1%Reduced
Sykon Capital LLC106,577$4.04M1.46%+106,577New
Profund Advisors LLC106,674$4.05M0.16%+286+0.3%Added
Atomi Financial Group, Inc.106,703$4.05M0.37%+17,496+19.6%Added
River & Mercantile Asset Management LLP106,789$4.05M1.02%−1,265−1.2%Reduced
Smith, Salley & Associates106,844$4.05M0.31%−38,271−26.4%Reduced
Chicago Trust Co NA106,945$4.06M0.84%−609−0.6%Reduced
Thoroughbred Financial Services, LLC107,012$4.06M0.39%−61,848−36.6%Reduced
Constant Guidance Financial LLC109,596$4.06M3.75%+92,531+542.2%Added
Ascent Group, LLC107,057$4.06M0.36%−53,360−33.3%Reduced
Scott & Selber, Inc.107,060$4.06M1.38%−55−0.1%Reduced
Equitable Holdings, Inc.107,906$4.09M0.05%−17,181−13.7%Reduced
Patten & Patten Inc108,009$4.10M0.29%−9,304−7.9%Reduced
Parsons Capital Management Inc108,089$4.10M0.28%+151+0.1%Added
S&CO Inc108,252$4.10M0.29%−7,565−6.5%Reduced
Canandaigua National Bank & Trust Co108,235$4.10M0.60%+8,369+8.4%Added
Hudson Valley Investment Advisors Inc108,278$4.11M0.49%−32,609−23.1%Reduced
Stieven Capital Advisors, L.P.108,337$4.11M0.85%+100+0.1%Added
Joel Isaacson & Co., LLC108,529$4.12M0.23%+294+0.3%Added
Eastern Bank108,754$4.12M0.17%−12,492−10.3%Reduced
Consolidated Capital Management, LLC108,822$4.13M1.98%−1,472−1.3%Reduced
Woodmont Investment Counsel LLC109,375$4.15M0.35%−2,852−2.5%Reduced
Fiduciary Group LLC109,487$4.15M0.45%−993−0.9%Reduced
Chemistry Wealth Management LLC109,541$4.15M1.12%+310+0.3%Added
H&H International Investment, LLCSuperinvestorH&H International Investment109,700$4.16M0.03%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC109,819$4.16M0.33%−2,060−1.8%Reduced
Glass Wealth Management Co LLC109,819$4.16M2.54%+109,819New
Latash Investments, LLC109,894$4.17M2.96%00.0%Unchanged
Oliver Luxxe Assets LLC110,211$4.18M0.88%+57+0.1%Added
Alpha Cubed Investments, LLC110,563$4.19M0.22%+11,772+11.9%Added
Sigma Planning Corp111,200$4.22M0.13%+55,770+100.6%Added
Shilanski & Associates, Inc.111,543$4.23M1.46%+2,515+2.3%Added
Ables, Iannone, Moore & Associates, Inc.111,684$4.23M3.02%−915−0.8%Reduced
J.W. Cole Advisors, Inc.112,002$4.25M0.21%−2,912−2.5%Reduced
Neumann Capital Management, LLC111,953$4.25M1.51%+3,500+3.2%Added
Essex Financial Services, Inc.112,323$4.26M0.39%+7,792+7.5%Added
HighPoint Advisor Group LLC111,598$4.26M0.30%−91−0.1%Reduced
Dynamic Advisor Solutions LLC112,507$4.27M0.14%+261+0.2%Added
Asset Management Advisors, LLC112,590$4.27M3.32%−1,825−1.6%Reduced
Paradigm Asset Management Co LLC112,625$4.27M1.08%−2,700−2.3%Reduced
Adviser Investments LLC112,657$4.27M0.06%−3,595−3.1%Reduced
Community Financial Services Group, LLC112,718$4.27M0.97%+112,718New
Pallas Capital Advisors LLC113,296$4.30M0.18%+14,696+14.9%Added
AustralianSuper Pty Ltd114,625$4.30M0.03%+114,625New
Silvant Capital Management LLC113,727$4.31M0.21%00.0%Unchanged
Eisler Capital (UK) Ltd.114,117$4.33M0.54%+107,652+1,665.2%Added
We Are One Seven, LLC114,140$4.33M0.22%−2,762−2.4%Reduced
Pitcairn Co114,169$4.33M0.28%−1,834−1.6%Reduced
Investment Management Corp of Ontario114,952$4.36M0.13%−69,840−37.8%Reduced
Baxter Bros Inc115,181$4.37M0.56%+4,337+3.9%Added
Morningstar Investment Management LLC115,287$4.37M0.47%−1,753−1.5%Reduced
Principle Wealth Partners LLC116,664$4.42M0.35%+2,170+1.9%Added