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 |
|---|---|---|---|---|---|
| Hoxton Planning & Management, LLC | 6,444 | $244.4K | 0.12% | +6,444 | New |
| American Money Management, LLC | 6,447 | $244.5K | 0.05% | +4+0.1% | Added |
| Madrona Financial Services, LLC | 6,463 | $245.1K | 0.09% | +328+5.3% | Added |
| Nvest Financial, LLC | 6,488 | $246.0K | 0.16% | −212−3.2% | Reduced |
| Family Firm, Inc. | 6,497 | $246.4K | 0.06% | +6,497 | New |
| Tompkins Financial Corp | 6,512 | $246.9K | 0.03% | −162−2.4% | Reduced |
| Arcus Capital Partners, LLC | 6,516 | $247.1K | 0.08% | +9+0.1% | Added |
| Patriot Investment Management Inc. | 6,535 | $247.8K | 0.02% | +30.0% | Added |
| Hunter Associates Investment Management LLC | 6,538 | $248.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 6,542 | $248.1K | 0.10% | −6,076−48.2% | Reduced |
| Tranquilli Financial Advisor LLC | 6,549 | $248.3K | 0.17% | −89−1.3% | Reduced |
| Eagle Bay Advisors LLC | 6,572 | $249.2K | 0.16% | −1,107−14.4% | Reduced |
| Brio Consultants, LLC | 6,576 | $249.4K | 0.04% | −158−2.3% | Reduced |
| Ironwood Investment Management LLC | 6,579 | $249.5K | 0.12% | −686−9.4% | Reduced |
| WealthBridge Capital Management, LLC | 6,581 | $249.5K | 0.08% | +16+0.2% | Added |
| Goldstein Advisors, LLC | 6,630 | $251.4K | 0.04% | +6,630 | New |
| West Michigan Advisors, LLC | 6,637 | $251.7K | 0.08% | +6,637 | New |
| Doheny Asset Management | 6,650 | $252.0K | 0.21% | +6,650 | New |
| Clarity Financial LLC | 6,663 | $252.7K | 0.04% | +190+2.9% | Added |
| Investment Partners, Ltd. | 6,665 | $252.7K | 0.11% | +7+0.1% | Added |
| Silver Coast Investments LLC | 6,669 | $252.9K | 0.10% | −184−2.7% | Reduced |
| Gerber, LLC | 6,671 | $253.0K | 0.21% | +10.0% | Added |
| Investment Advisory Group, LLC | 6,673 | $253.0K | 0.10% | +25+0.4% | Added |
| Gould Asset Management LLC | 6,679 | $253.3K | 0.06% | −364−5.2% | Reduced |
| Rakuten Securities, Inc. | 6,683 | $253.4K | 0.11% | −8,580−56.2% | Reduced |
| JFS Wealth Advisors, LLC | 6,694 | $253.8K | 0.02% | +479+7.7% | Added |
| Gen-Wealth Partners Inc | 6,697 | $253.9K | 0.13% | +6,697 | New |
| Newbridge Financial Services Group, Inc. | 6,728 | $255.1K | 0.11% | +6,728 | New |
| Walkner Condon Financial Advisors LLC | 6,739 | $255.5K | 0.05% | +225+3.5% | Added |
| Destination Wealth Management | 6,739 | $255.5K | 0.01% | +6,739 | New |
| Glen Eagle Advisors, LLC | 6,745 | $255.8K | 0.05% | −4,354−39.2% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 6,752 | $256.0K | 0.10% | +6,752 | New |
| Pensionmark Financial Group, LLC | 6,754 | $256.1K | 0.04% | −3,500−34.1% | Reduced |
| Howard Financial Services, Ltd. | 6,763 | $256.5K | 0.04% | −994−12.8% | Reduced |
| Breed's Hill Capital LLC | 6,764 | $256.5K | 0.24% | +660+10.8% | Added |
| Norway Savings Bank | 6,783 | $257.2K | 0.11% | −85−1.2% | Reduced |
| Silver Oak Securities, Inc | 6,798 | $257.8K | 0.04% | −688−9.2% | Reduced |
| Granite Investment Partners, LLC | 6,825 | $258.8K | 0.01% | −347−4.8% | Reduced |
| Tacita Capital Inc | 6,835 | $259.2K | 0.18% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 6,855 | $260.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 6,862 | $260.0K | 0.07% | +15+0.2% | Added |
| Sterling Investment Counsel, LLC | 6,858 | $260.0K | 0.12% | −21,508−75.8% | Reduced |
| Alterna Wealth Management, Inc | 6,863 | $260.2K | 0.26% | +6,863 | New |
| HFG Advisors, Inc. | 6,880 | $260.9K | 0.23% | −1,234−15.2% | Reduced |
| Mezzasalma Advisors, LLC | 6,902 | $261.7K | 0.12% | +6,902 | New |
| Invst, LLC | 6,978 | $261.8K | 0.03% | +84+1.2% | Added |
| Empirical Asset Management, LLC | 10,714 | $261.9K | 0.13% | +3,926+57.8% | Added |
| Indie Asset Partners, LLC | 6,908 | $262.0K | 0.23% | +132+1.9% | Added |
| Affinity Capital Advisors, LLC | 6,917 | $262.3K | 0.06% | −629−8.3% | Reduced |
| Montz Harcus Wealth Management LLC | 6,953 | $263.7K | 0.18% | +224+3.3% | Added |
| Sterneck Capital Management, LLC | 6,954 | $263.7K | 0.16% | +30.0% | Added |
| Ellis Investment Partners, LLC | 6,954 | $263.7K | 0.06% | +100+1.5% | Added |
| Lincoln Capital LLC | 6,965 | $264.1K | 0.06% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 6,985 | $264.9K | 0.14% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,992 | $265.1K | 0.11% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 7,010 | $265.8K | 0.03% | −1,114−13.7% | Reduced |
| Ackerman Capital Advisors, LLC | 7,011 | $265.9K | 0.07% | +7,011 | New |
| JJJ Advisors Inc. | 7,014 | $266.0K | 0.06% | +134+1.9% | Added |
| Paladin Advisory Group, LLC | 7,096 | $266.2K | 0.21% | −1,510−17.5% | Reduced |
| Pennsylvania Capital Management Inc | 7,022 | $266.3K | 0.11% | −758−9.7% | Reduced |
| Morling Financial Advisors, LLC | 7,087 | $268.7K | 0.15% | −524−6.9% | Reduced |
| My Personal CFO, LLC | 7,097 | $269.1K | 0.16% | +49+0.7% | Added |
| Financial Architects, LLC | 7,100 | $269.2K | 0.19% | +7,100 | New |
| Galvin, Gaustad & Stein, LLC | 7,100 | $269.2K | 0.02% | −5−0.1% | Reduced |
| Genesee Capital Advisors, LLC | 7,103 | $269.3K | 0.15% | +39+0.6% | Added |
| Acute Investment Advisory, LLC | 7,104 | $269.4K | 0.18% | −1,071−13.1% | Reduced |
| Matrix Asset Advisors Inc | 7,111 | $269.6K | 0.03% | −290−3.9% | Reduced |
| NorthStar Asset Management LLC | 7,129 | $270.3K | 0.20% | −30.0% | Reduced |
| Donaldson Capital Management, LLC | 7,134 | $270.5K | 0.01% | −2,934−29.1% | Reduced |
| Petix & Botte Co | 7,167 | $271.8K | 0.07% | −7,167−50.0% | Reduced |
| Aveo Capital Partners, LLC | 7,297 | $271.8K | 0.03% | −105−1.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,165 | $272.0K | 2.47% | −26,410−78.7% | Reduced |
| Clark Financial Services Group Inc | 7,170 | $272.0K | 0.33% | +53+0.7% | Added |
| Waterloo Capital, L.P. | 7,173 | $272.0K | 0.03% | −2,335−24.6% | Reduced |
| Sharper & Granite LLC | 7,330 | $272.0K | 0.13% | 00.0% | Unchanged |
| Jacobsen Capital Management | 7,188 | $272.6K | 0.13% | −1,447−16.8% | Reduced |
| Savvy Advisors, Inc. | 7,213 | $273.5K | 0.16% | +676+10.3% | Added |
| Independent Family Office, LLC | 7,219 | $273.7K | 0.15% | 00.0% | Unchanged |
| Weaver Consulting Group | 7,223 | $273.9K | 0.10% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 7,223 | $273.9K | 0.15% | +41+0.6% | Added |
| Northcape Wealth Management, LLC | 7,225 | $274.0K | 0.10% | −550−7.1% | Reduced |
| Sentry LLC | 7,231 | $274.2K | 0.05% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 7,245 | $274.7K | 0.10% | −150−2.0% | Reduced |
| Wealth Group, Ltd. | 7,265 | $275.0K | 0.21% | +7,265 | New |
| Reynders McVeigh Capital Management, LLC | 7,255 | $276.0K | 0.02% | −4,503−38.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,279 | $276.0K | 0.08% | −192−2.6% | Reduced |
| Balboa Wealth Partners | 7,283 | $276.2K | 0.09% | +7,283 | New |
| Three Bridge Wealth Advisors, LLC | 7,300 | $276.8K | 0.11% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 7,314 | $277.4K | 0.13% | +7,314 | New |
| Logan Capital Management Inc | 7,336 | $278.2K | 0.01% | −50−0.7% | Reduced |
| Navis Wealth Advisors, LLC | 7,355 | $278.9K | 0.33% | +38+0.5% | Added |
| Annandale Capital, LLC | 7,349 | $279.0K | 0.06% | −104−1.4% | Reduced |
| Consilio Wealth Advisors, LLC | 7,361 | $279.1K | 0.13% | +7,361 | New |
| Bangor Savings Bank | 7,366 | $279.3K | 0.03% | −125−1.7% | Reduced |
| Intergy Private Wealth, LLC | 7,385 | $280.0K | 0.12% | +112+1.5% | Added |
| Smallwood Wealth Investment Management, LLC | 7,386 | $280.1K | 0.22% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,387 | $280.1K | 0.05% | −671−8.3% | Reduced |
| Five Oceans Advisors | 7,390 | $280.2K | 0.14% | +76+1.0% | Added |
| Rainey & Randall Investment Management Inc. | 7,393 | $280.3K | 0.07% | +37+0.5% | Added |
| Guerra Pan Advisors, LLC | 7,401 | $280.6K | 0.26% | −118−1.6% | Reduced |