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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 7,401 | $280.6K | 0.03% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 7,409 | $281.0K | 0.04% | −105−1.4% | Reduced |
| Madison Park Capital Advisors, LLC | 7,416 | $281.2K | 0.25% | +30.0% | Added |
| Tucker Asset Management LLC | 7,416 | $281.2K | 0.06% | +1,253+20.3% | Added |
| Planned Solutions, Inc. | 7,417 | $281.3K | 0.14% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 7,427 | $281.6K | 0.07% | +978+15.2% | Added |
| St. Louis Trust Co | 7,474 | $282.1K | 0.04% | +7,474 | New |
| Capital Performance Advisors LLP | 7,458 | $282.8K | 0.11% | −686−8.4% | Reduced |
| Correct Capital Wealth Management | 7,459 | $282.9K | 0.07% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 7,462 | $283.0K | 0.10% | +15+0.2% | Added |
| Shelton Wealth Management, LLC | 7,483 | $283.8K | 0.18% | −838−10.1% | Reduced |
| Private Management Group Inc | 7,485 | $283.8K | 0.01% | −3,000−28.6% | Reduced |
| Chickasaw Capital Management LLC | 7,500 | $284.0K | 0.01% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,487 | $284.0K | 0.14% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,490 | $284.0K | 0.12% | +15+0.2% | Added |
| Capstone Triton Financial Group, LLC | 7,506 | $284.6K | 0.20% | +6+0.1% | Added |
| Bristlecone Advisors, LLC | 7,512 | $284.9K | 0.03% | +7+0.1% | Added |
| Capital Advisors, Ltd. LLC | 7,503 | $285.0K | 0.04% | +198+2.7% | Added |
| AJOVista, LLC | 7,522 | $285.2K | 0.77% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 7,523 | $285.3K | 0.13% | +317+4.4% | Added |
| SNS Financial Group, LLC | 7,535 | $285.7K | 0.03% | +947+14.4% | Added |
| Insight Wealth Strategies, LLC | 7,546 | $286.1K | 0.04% | +7,546 | New |
| Hills Bank & Trust Co | 7,558 | $286.6K | 0.02% | +400+5.6% | Added |
| CIC Wealth, LLC | 7,561 | $286.7K | 0.08% | −48−0.6% | Reduced |
| Pettee Investors, Inc. | 7,571 | $287.1K | 0.12% | 00.0% | Unchanged |
| Capital City Trust Co | 7,574 | $287.2K | 0.08% | −500−6.2% | Reduced |
| Spreng Capital Management, Inc. | 7,604 | $288.3K | 0.16% | +15+0.2% | Added |
| DDFG, Inc | 7,628 | $289.3K | 0.09% | −183−2.3% | Reduced |
| Range Financial Group LLC | 7,632 | $289.4K | 0.15% | +7,632 | New |
| Sonora Investment Management Group, LLC | 7,657 | $290.4K | 0.02% | −297−3.7% | Reduced |
| Allen Wealth Management, LLC | 7,673 | $291.0K | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 7,708 | $292.3K | 0.05% | +509+7.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,851 | $292.4K | 0.13% | +7,851 | New |
| BNC Wealth Management, LLC | 7,719 | $292.7K | 0.13% | +30+0.4% | Added |
| Saxon Interests, Inc. | 7,728 | $293.0K | 0.14% | −5−0.1% | Reduced |
| Founders Financial Securities LLC | 7,747 | $293.8K | 0.03% | −99−1.3% | Reduced |
| Hardy Reed LLC | 7,751 | $293.9K | 0.04% | −835−9.7% | Reduced |
| Portfolio Strategies, Inc. | 7,751 | $293.9K | 0.02% | +7,751 | New |
| Tandem Wealth Advisors LLC | 7,759 | $294.2K | 0.16% | +1,025+15.2% | Added |
| Perennial Advisors, LLC | 7,765 | $294.4K | 0.07% | 00.0% | Unchanged |
| WP Advisors, LLC | 7,769 | $294.6K | 0.10% | −25−0.3% | Reduced |
| Abel Hall, LLC | 7,771 | $294.7K | 0.22% | +589+8.2% | Added |
| Hummer Financial Advisory Services Inc | 7,772 | $294.7K | 0.24% | +680+9.6% | Added |
| Centerpoint Advisors, LLC | 7,768 | $295.0K | 0.11% | −33−0.4% | Reduced |
| CoreFirst Bank & Trust | 7,798 | $295.7K | 0.18% | 00.0% | Unchanged |
| Single Point Partners, LLC | 7,768 | $296.0K | 0.07% | −504−6.1% | Reduced |
| Alliance Wealth Advisors, LLC | 7,814 | $296.3K | 0.09% | +721+10.2% | Added |
| Carr Financial Group Corp | 7,850 | $297.7K | 0.10% | +17+0.2% | Added |
| Pflug Koory, LLC | 7,850 | $297.7K | 0.15% | −210−2.6% | Reduced |
| Riverview Capital Advisers, LLC | 7,871 | $298.5K | 0.10% | −5,000−38.8% | Reduced |
| CFM Wealth Partners LLC | 7,883 | $298.9K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 7,886 | $299.0K | 0.04% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 7,893 | $299.3K | 0.17% | −1,883−19.3% | Reduced |
| First Bank & Trust | 7,910 | $299.9K | 0.06% | −564−6.7% | Reduced |
| Widmann Financial Services, Inc. | 7,918 | $300.3K | 0.25% | −578−6.8% | Reduced |
| Clarity Capital Partners LLC | 7,964 | $302.0K | 0.20% | +315+4.1% | Added |
| Hall Laurie J Trustee | 7,957 | $302.0K | 0.11% | 00.0% | Unchanged |
| Collective Family Office LLC | 7,967 | $302.1K | 0.10% | +1,445+22.2% | Added |
| J. W. Coons Advisors, LLC | 7,976 | $302.4K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 7,999 | $303.3K | 0.09% | −3,005−27.3% | Reduced |
| United Bank | 8,026 | $304.3K | 0.04% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 8,032 | $304.6K | 0.06% | −140−1.7% | Reduced |
| Hillsdale Investment Management Inc. | 8,035 | $304.7K | 0.02% | −1,730−17.7% | Reduced |
| Kolinsky Wealth Management, LLC | 8,039 | $304.8K | 0.23% | +154+2.0% | Added |
| Wellington Wealth Strategies, LLC. | 8,041 | $304.9K | 0.15% | +8,041 | New |
| Oxinas Partners Wealth Management LLC | 8,046 | $305.1K | 0.20% | −680−7.8% | Reduced |
| Campion Asset Management LLC | 8,053 | $305.4K | 0.24% | −160−1.9% | Reduced |
| Oak Harvest Investment Services | 8,054 | $305.4K | 0.05% | +30+0.4% | Added |
| Bellevue Asset Management, LLC | 8,054 | $305.4K | 0.17% | −21−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,056 | $305.5K | 0.01% | −2,682−25.0% | Reduced |
| Financial Advisors, LLC | 8,061 | $305.7K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 8,080 | $306.4K | 0.23% | −10.0% | Reduced |
| Laidlaw Wealth Management LLC | 8,083 | $306.5K | 0.17% | −8,187−50.3% | Reduced |
| TrueWealth Advisors, LLC | 8,085 | $306.6K | 0.12% | −1,044−11.4% | Reduced |
| Fairfield, Bush & Co. | 8,100 | $307.2K | 0.18% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 8,483 | $308.4K | 0.17% | +525+6.6% | Added |
| Old North State Wealth Management, LLC | 8,137 | $308.7K | 0.20% | +409+5.3% | Added |
| GW Henssler & Associates Ltd | 8,186 | $310.4K | 0.02% | −329−3.9% | Reduced |
| Jacobs & Co | 8,214 | $311.0K | 0.03% | −1,420−14.7% | Reduced |
| BCS Wealth Management | 8,196 | $311.0K | 0.10% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 8,203 | $311.1K | 0.06% | +8,203 | New |
| Corrado Advisors, LLC | 8,211 | $311.3K | 0.20% | +8,211 | New |
| Warwick Investment Management, Inc. | 8,219 | $311.7K | 0.07% | +8,219 | New |
| RS Crum Inc. | 8,220 | $311.7K | 0.09% | −400−4.6% | Reduced |
| King Wealth | 8,226 | $312.0K | 0.05% | −2,086−20.2% | Reduced |
| Capital Management Associates | 8,238 | $312.4K | 0.37% | −162−1.9% | Reduced |
| Financial Perspectives, Inc | 8,241 | $312.5K | 0.12% | −203−2.4% | Reduced |
| National Philanthropic Trust | 8,242 | $312.5K | 0.01% | −6,985−45.9% | Reduced |
| Centric Wealth Management | 8,463 | $313.2K | 0.10% | +36+0.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 8,282 | $314.0K | 0.08% | +21+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 8,283 | $314.1K | 0.23% | +10+0.1% | Added |
| EPG Wealth Management LLC | 8,298 | $314.7K | 0.08% | +266+3.3% | Added |
| Strategy Asset Managers LLC | 8,301 | $314.8K | 0.07% | +5+0.1% | Added |
| Quantum Financial Advisors, LLC | 8,313 | $315.2K | 0.06% | −535−6.0% | Reduced |
| Marshall Financial Group Inc | 8,315 | $315.3K | 0.10% | +56+0.7% | Added |
| Waddell & Associates, LLC | 8,324 | $315.6K | 0.04% | −5,896−41.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,341 | $316.3K | 0.06% | −114−1.3% | Reduced |
| Penserra Capital Management LLC | 8,375 | $317.0K | 0.00% | −31,333−78.9% | Reduced |
| Charles Schwab Trust Co | 8,384 | $317.9K | 0.03% | −136−1.6% | Reduced |
| Ethos Financial Group, LLC | 8,343 | $320.0K | 0.06% | −109−1.3% | Reduced |