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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 3,355 | $127.2K | 0.04% | +193+6.1% | Added |
| Manitou Investment Management Ltd. | 3,375 | $128.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 3,387 | $128.4K | 0.02% | +3,387 | New |
| Harvest Fund Management Co., Ltd | 3,414 | $129.0K | 0.01% | −2,360−40.9% | Reduced |
| Game Plan Financial Advisors, LLC | 3,412 | $129.4K | 0.07% | +4+0.1% | Added |
| MB, Levis & Associates, LLC | 3,453 | $131.0K | 0.07% | +21+0.6% | Added |
| LifeSteps Financial, Inc. | 3,466 | $131.4K | 0.10% | +3,466 | New |
| Ruedi Wealth Management, Inc. | 3,472 | $131.7K | 0.06% | +391+12.7% | Added |
| Trifecta Capital Advisors, LLC | 3,508 | $133.0K | 0.03% | +2,000+132.6% | Added |
| Rational Advisors LLC | 3,597 | $136.4K | 0.01% | +3,597 | New |
| Impact Partnership Wealth, LLC | 3,617 | $137.1K | 0.05% | +2,118+141.3% | Added |
| West Oak Capital, LLC | 3,785 | $144.0K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,923 | $149.0K | 0.00% | +977+33.2% | Added |
| Hoese & Co LLP | 4,500 | $155.3K | 0.14% | −1,530−25.4% | Reduced |
| Indiana Trust & Investment Management CO | 4,097 | $155.4K | 0.06% | +1,297+46.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,177 | $158.4K | 0.02% | −1,790−30.0% | Reduced |
| FSA Wealth Management LLC | 4,194 | $159.0K | 0.07% | +5+0.1% | Added |
| Atlas Capital Advisors LLC | 4,239 | $160.7K | 0.03% | +1,200+39.5% | Added |
| Norwood Financial Corp | 4,262 | $161.6K | 0.23% | −50−1.2% | Reduced |
| Godsey & Gibb Associates | 4,328 | $164.1K | 0.02% | −600−12.2% | Reduced |
| MUFG Securities EMEA plc | 4,358 | $165.3K | 0.02% | −1,457−25.1% | Reduced |
| Retirement Group, LLC | 4,370 | $165.7K | 0.06% | +53+1.2% | Added |
| Voisard Asset Management Group, Inc. | 4,403 | $167.0K | 0.09% | −1,164−20.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,468 | $169.4K | 0.04% | +78+1.8% | Added |
| Western Pacific Wealth Management, LP | 4,520 | $171.4K | 0.12% | +10.0% | Added |
| RFP Financial Group LLC | 4,541 | $172.2K | 0.07% | −248−5.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,550 | $172.5K | 0.03% | −597−11.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,554 | $172.7K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,618 | $175.1K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,663 | $176.8K | 0.18% | −96−2.0% | Reduced |
| Nemes Rush Group LLC | 4,745 | $179.9K | 0.03% | +111+2.4% | Added |
| Monetary Management Group Inc | 4,750 | $180.1K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 4,795 | $181.8K | 0.05% | −51−1.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 4,806 | $182.2K | 0.08% | −30−0.6% | Reduced |
| Center for Financial Planning, Inc. | 4,921 | $186.6K | 0.03% | +474+10.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,139 | $186.9K | 0.07% | +474+10.2% | Added |
| Stuart Chaussee & Associates, Inc. | 4,937 | $187.2K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 4,949 | $187.7K | 0.13% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 5,001 | $189.6K | 0.14% | +4,000+399.6% | Added |
| Old Second National Bank of Aurora | 5,042 | $191.2K | 0.05% | 00.0% | Unchanged |
| First Pacific Financial | 5,113 | $193.9K | 0.05% | +83+1.7% | Added |
| BKM Wealth Management, LLC | 5,243 | $198.8K | 0.09% | +1,213+30.1% | Added |
| Peoples Bank | 5,250 | $199.0K | 0.16% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,279 | $200.2K | 0.05% | +5,279 | New |
| Signature Estate & Investment Advisors LLC | 5,288 | $200.5K | 0.01% | +5,288 | New |
| WMG Financial Advisors, LLC | 5,293 | $200.7K | 0.11% | +5,293 | New |
| Eclectic Associates Inc | 5,307 | $201.3K | 0.09% | +5,307 | New |
| Gibson Wealth Advisors LLC | 5,320 | $201.7K | 0.19% | +5,320 | New |
| Papp L Roy & Associates | 5,326 | $202.0K | 0.02% | +5,326 | New |
| Clayton Financial Group LLC | 5,334 | $202.3K | 0.09% | +5,334 | New |
| Wetzel Investment Advisors, Inc. | 5,663 | $202.6K | 0.12% | −125−2.2% | Reduced |
| Andina Capital Management, LLC | 5,343 | $202.6K | 0.16% | +5,343 | New |
| Nexus Investment Management ULC | 5,350 | $202.9K | 0.02% | +5,350 | New |
| Quad-Cities Investment Group, LLC | 5,353 | $203.0K | 0.12% | +5,353 | New |
| James Hambro & Partners | 5,357 | $203.1K | 0.01% | +5,357 | New |
| First United Bank Trust | 5,360 | $203.3K | 0.08% | +338+6.7% | Added |
| Alpha Financial Advisors, LLC | 5,364 | $203.4K | 0.10% | +5,364 | New |
| Kelly Lawrence W & Associates Inc | 5,370 | $203.6K | 0.05% | +5,182+2,756.4% | Added |
| Poplar Forest Capital LLC | 5,380 | $204.0K | 0.03% | +5,380 | New |
| Mirabella Financial Services LLP | 5,402 | $204.5K | 0.01% | −5,098−48.6% | Reduced |
| MEMBERS Trust Co | 5,392 | $204.5K | 0.01% | +5,392 | New |
| Lebenthal Global Advisors, LLC | 5,392 | $204.5K | 0.05% | +5,392 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,394 | $204.5K | 0.09% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 5,394 | $204.6K | 0.10% | +5,394 | New |
| Encompass More Asset Management | 5,414 | $205.3K | 0.17% | +5,414 | New |
| Willner & Heller, LLC | 5,419 | $205.5K | 0.20% | +5,419 | New |
| Bill Few Associates, Inc. | 5,421 | $205.6K | 0.08% | +5,421 | New |
| Charter Oak Capital Management, LLC | 5,428 | $205.8K | 0.02% | +5,428 | New |
| Concentrum Wealth Management | 5,434 | $206.1K | 0.10% | +5,434 | New |
| Solutions 4 Wealth, Ltd | 5,445 | $206.5K | 0.58% | +5,445 | New |
| Red Lighthouse Investment Management, LLC | 5,448 | $206.6K | 0.08% | +5,448 | New |
| Clarity Wealth Advisors, LLC | 5,450 | $206.7K | 0.07% | +5,450 | New |
| Cardiff Park Advisors, LLC | 5,461 | $207.1K | 0.02% | −1,544−22.0% | Reduced |
| Versant Capital Management, Inc | 5,462 | $207.1K | 0.06% | +398+7.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,465 | $207.2K | 0.08% | +5,465 | New |
| Narwhal Capital Management | 5,473 | $207.5K | 0.02% | −3,006−35.5% | Reduced |
| Hamilton Wealth, LLC | 5,484 | $208.0K | 0.06% | −2,077−27.5% | Reduced |
| Financial Guidance Group, Inc. | 5,485 | $208.0K | 0.14% | +5,485 | New |
| Delta Accumulation, LLC | 5,495 | $208.4K | 1.29% | +39+0.7% | Added |
| Elgethun Capital Management | 5,530 | $208.5K | 0.05% | +4+0.1% | Added |
| Marotta Asset Management | 5,501 | $208.6K | 0.04% | −765−12.2% | Reduced |
| Seldon Capital LP | 5,502 | $208.6K | 0.13% | +5,502 | New |
| Arden Trust Co | 5,503 | $208.7K | 0.03% | −959−14.8% | Reduced |
| Lloyd Advisory Services, LLC. | 5,510 | $209.0K | 0.04% | +5,510 | New |
| Prosperitas Financial LLC | 5,530 | $209.7K | 0.13% | −1,004−15.4% | Reduced |
| CVA Family Office, LLC | 5,533 | $209.8K | 0.04% | +22+0.4% | Added |
| Werlinich Asset Management, LLC | 5,565 | $210.4K | 0.14% | +5,565 | New |
| Skba Capital Management LLC | 5,550 | $210.5K | 0.03% | −1,900−25.5% | Reduced |
| Syntax Research, Inc. | 5,554 | $210.6K | 0.16% | +409+7.9% | Added |
| Slocum, Gordon & Co LLP | 5,571 | $211.3K | 0.16% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,574 | $211.4K | 0.13% | +5,574 | New |
| Palisades Hudson Asset Management, L.P. | 5,582 | $212.0K | 0.10% | +5,582 | New |
| Waterford Advisors, LLC | 5,593 | $212.1K | 0.09% | +5,593 | New |
| Hill Investment Group Partners, LLC | 5,593 | $212.1K | 0.03% | +5,593 | New |
| Washington Trust Advisors, Inc. | 5,594 | $212.1K | 0.02% | +6+0.1% | Added |
| Renasant Bank | 5,595 | $212.2K | 0.15% | +5,595 | New |
| Thompson Davis & Co., Inc. | 5,600 | $212.4K | 0.14% | +5,600 | New |
| Firestone Capital Management | 5,609 | $212.7K | 0.06% | +5,609 | New |
| Crown Wealth Group, LLC | 5,616 | $213.0K | 0.11% | +5,616 | New |
| waypoint wealth counsel | 5,621 | $213.1K | 0.16% | +5,621 | New |