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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 5,635 | $213.7K | 0.04% | +5,635 | New |
| Tanager Wealth Management LLP | 5,636 | $213.7K | 0.03% | +5,636 | New |
| Signal Advisors Wealth, LLC | 5,640 | $213.9K | 0.05% | +5,640 | New |
| Future Financial Wealth Managment LLC | 5,641 | $213.9K | 0.16% | −990−14.9% | Reduced |
| Capula Management Ltd | 5,643 | $214.0K | 0.01% | +5,643 | New |
| Swisher Financial Concepts, Inc. | 5,901 | $214.0K | 0.19% | −493−7.7% | Reduced |
| Trilogy Capital Inc. | 5,646 | $214.1K | 0.01% | +5,646 | New |
| Segment Wealth Management, LLC | 5,681 | $215.4K | 0.02% | +5,681 | New |
| Lee Financial Co | 5,685 | $215.6K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,687 | $215.7K | 0.04% | −427−7.0% | Reduced |
| Fermata Advisors, LLC | 5,688 | $215.7K | 0.05% | −805−12.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 6,413 | $215.9K | 0.08% | −3,445−34.9% | Reduced |
| FSM Wealth Advisors, LLC | 5,706 | $216.4K | 0.08% | +5,706 | New |
| BlackDiamond Wealth Management Inc. | 5,710 | $216.5K | 0.15% | −1,041−15.4% | Reduced |
| Core Wealth Partners LLC | 5,728 | $217.2K | 0.16% | +5,728 | New |
| American Financial Advisors, LLC | 5,739 | $217.6K | 0.03% | −4,075−41.5% | Reduced |
| Financial Engines Advisors L.L.C. | 5,757 | $218.4K | 0.00% | +5,757 | New |
| Sunburst Financial Group, LLC | 5,837 | $219.0K | 0.06% | −222−3.7% | Reduced |
| Pacific Center for Financial Services | 5,779 | $219.1K | 0.06% | −405−6.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 5,797 | $219.8K | 0.09% | +5,797 | New |
| Mraz, Amerine & Associates, Inc. | 5,805 | $220.1K | 0.04% | +5,805 | New |
| Passive Capital Management, LLC. | 5,810 | $220.3K | 0.09% | +5,810 | New |
| Algert Global LLC | 5,827 | $221.0K | 0.01% | −5,667−49.3% | Reduced |
| Annapolis Financial Services, LLC | 5,827 | $221.0K | 0.07% | −2,392−29.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,847 | $221.7K | 0.02% | −363−5.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 5,850 | $221.8K | 0.12% | +5,850 | New |
| Allen Investment Management LLC | 5,861 | $222.2K | 0.00% | −1,692−22.4% | Reduced |
| Private Wealth Management Group, LLC | 5,879 | $222.9K | 0.10% | −400−6.4% | Reduced |
| JSF Financial, LLC | 5,879 | $222.9K | 0.07% | −593−9.2% | Reduced |
| Keystone Financial Planning, Inc. | 5,881 | $223.0K | 0.07% | +5,881 | New |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $223.0K | 0.19% | +5,902 | New |
| UMA Financial Services, Inc. | 6,435 | $223.2K | 0.05% | −908−12.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,893 | $223.5K | 0.04% | +5,893 | New |
| Valtinson Bruner Financial Planning LLC | 5,896 | $223.6K | 0.10% | +5,896 | New |
| Ballast Advisors LLC | 5,907 | $224.0K | 0.08% | −250−4.1% | Reduced |
| Clay Northam Wealth Management, LLC | 5,924 | $224.6K | 0.18% | +5,924 | New |
| Triad Wealth Partners, LLC | 5,929 | $224.8K | 0.17% | +5,929 | New |
| Retirement Planning Group | 5,931 | $224.9K | 0.02% | +5,931 | New |
| Ahl Investment Management, Inc. | 5,950 | $225.6K | 0.17% | −20.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,950 | $225.6K | 0.07% | +5,950 | New |
| Harbour Trust & Investment Management Co | 5,951 | $225.7K | 0.03% | −20.0% | Reduced |
| Moseley Investment Management Inc | 5,956 | $225.9K | 0.11% | −1,163−16.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,988 | $225.9K | 0.06% | −18−0.3% | Reduced |
| Lifestyle Asset Management, Inc. | 5,962 | $226.1K | 0.13% | −879−12.8% | Reduced |
| Norris Perne & French LLP | 5,962 | $226.1K | 0.02% | −30−0.5% | Reduced |
| Abound Wealth Management | 5,964 | $226.1K | 0.09% | +35+0.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,969 | $226.3K | 0.06% | +5,969 | New |
| Custom Index Systems, LLC | 5,976 | $226.6K | 0.13% | +5,976 | New |
| First Nebraska Trust Co | 5,977 | $226.6K | 0.02% | −255−4.1% | Reduced |
| Palisade Capital Management LLC | 6,000 | $227.5K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 6,002 | $227.6K | 0.04% | +6,002 | New |
| Modus Advisors, LLC | 6,024 | $228.4K | 0.08% | −496−7.6% | Reduced |
| Scott Capital Advisors, LLC | 6,064 | $228.8K | 0.07% | −136−2.2% | Reduced |
| TL Private Wealth | 6,076 | $229.2K | 0.11% | 00.0% | Unchanged |
| First National Bank | 6,065 | $230.0K | 0.17% | +6,065 | New |
| Cove Private Wealth, LLC | 6,075 | $230.4K | 0.20% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,079 | $230.5K | 0.07% | −1,144−15.8% | Reduced |
| Fragasso Group Inc. | 6,081 | $230.6K | 0.02% | +6,081 | New |
| Elevatus Welath Management | 6,083 | $230.7K | 0.09% | +30.0% | Added |
| Matrix Private Capital Group LLC | 6,084 | $230.7K | 0.16% | −421−6.5% | Reduced |
| Cook Wealth Management Group LLC | 6,264 | $231.0K | 0.14% | +6,264 | New |
| Meridian Financial, LLC | 6,101 | $231.3K | 0.17% | +52+0.9% | Added |
| New Insight Wealth Advisors | 6,104 | $231.5K | 0.14% | −2,633−30.1% | Reduced |
| Atlas Wealth LLC | 6,108 | $231.6K | 0.11% | +6,108 | New |
| MPS Loria Financial Planners, LLC | 6,124 | $232.2K | 0.08% | +34+0.6% | Added |
| ForthRight Wealth Management, LLC | 6,130 | $232.4K | 0.08% | +18+0.3% | Added |
| SC&H Financial Advisors, Inc. | 6,138 | $232.8K | 0.06% | −1,440−19.0% | Reduced |
| Symphony Financial, Ltd. Co. | 6,141 | $232.9K | 0.05% | −1,364−18.2% | Reduced |
| Fielder Capital Group LLC | 6,144 | $233.0K | 0.10% | +108+1.8% | Added |
| Butensky & Cohen Financial Security, Inc | 6,150 | $233.2K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6,176 | $234.2K | 0.05% | +2,146+53.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 6,196 | $234.9K | 0.03% | −398−6.0% | Reduced |
| Vishria Bird Financial Group, LLC | 6,202 | $235.0K | 0.10% | +178+3.0% | Added |
| Integrity Wealth Solutions LLC | 6,222 | $235.9K | 0.15% | +31+0.5% | Added |
| Pittenger & Anderson Inc | 6,228 | $236.2K | 0.01% | +1,417+29.5% | Added |
| Missouri Trust & Investment Co | 6,238 | $236.5K | 0.09% | +1,399+28.9% | Added |
| Northwest Wealth Management, LLC | 6,240 | $236.6K | 0.06% | −85−1.3% | Reduced |
| RKL Wealth Management LLC | 6,247 | $236.9K | 0.02% | +6,247 | New |
| Professional Advisory Services Inc | 6,242 | $237.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,260 | $237.4K | 0.02% | +6,260 | New |
| DDD Partners, LLC | 6,265 | $237.6K | 0.03% | −1,543−19.8% | Reduced |
| HMS Capital Management, LLC | 6,275 | $237.9K | 0.13% | +6,275 | New |
| Jackson, Grant Investment Advisers, Inc. | 6,278 | $238.1K | 0.10% | −354−5.3% | Reduced |
| Royal Capital Wealth Management, LLC | 6,284 | $238.3K | 0.19% | +8+0.1% | Added |
| Alhambra Investment Partners LLC | 6,310 | $239.3K | 0.13% | +223+3.7% | Added |
| Hengehold Capital Management LLC | 6,311 | $239.3K | 0.03% | +17+0.3% | Added |
| RWM Asset Management, LLC | 6,312 | $239.3K | 0.04% | −755−10.7% | Reduced |
| Powell Investment Advisors, LLC | 6,326 | $239.9K | 0.13% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 6,334 | $240.2K | 0.13% | +8+0.1% | Added |
| Mach-1 Financial Group, Inc. | 6,353 | $240.9K | 0.18% | −66,681−91.3% | Reduced |
| Southern Capital Advisors, LLC | 6,354 | $240.9K | 0.15% | +241+3.9% | Added |
| Sound Income Strategies, LLC | 6,384 | $242.1K | 0.02% | −544−7.9% | Reduced |
| JCIC Asset Management Inc. | 6,385 | $242.1K | 0.10% | +570+9.8% | Added |
| APCM Wealth Management for Individuals | 6,387 | $242.2K | 0.04% | +6,387 | New |
| Rain Capital Management, LLC | 6,408 | $243.0K | 0.16% | +128+2.0% | Added |
| W Advisors, LLC | 6,429 | $243.8K | 0.17% | +49+0.8% | Added |
| Peak Asset Management, LLC | 6,430 | $243.8K | 0.05% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 6,467 | $244.0K | 0.09% | +6,467 | New |
| WFA Asset Management Corp | 6,439 | $244.2K | 0.13% | −4,609−41.7% | Reduced |
| West Wealth Group, LLC | 6,444 | $244.3K | 0.09% | +34+0.5% | Added |