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 |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 8,439 | $320.0K | 0.12% | −564−6.3% | Reduced |
| Kozak & Associates, Inc. | 8,169 | $320.4K | 0.09% | +80+1.0% | Added |
| St Germain D J Co Inc | 8,453 | $320.5K | 0.02% | −250−2.9% | Reduced |
| First County Bank | 8,466 | $321.0K | 0.16% | −145−1.7% | Reduced |
| Hamilton Capital, LLC | 8,470 | $321.2K | 0.02% | −454−5.1% | Reduced |
| MKT Advisors LLC | 8,777 | $321.7K | 0.18% | +917+11.7% | Added |
| Invenio Wealth Partners LLC | 8,519 | $323.0K | 0.17% | −2,708−24.1% | Reduced |
| KLR Investment Advisors, LLC | 8,580 | $323.7K | 0.23% | +130+1.5% | Added |
| Zhang Financial LLC | 8,542 | $323.9K | 0.02% | +7+0.1% | Added |
| Osborne Partners Capital Management, LLC | 8,547 | $324.1K | 0.02% | +2,592+43.5% | Added |
| Garrett Investment Advisors LLC | 8,562 | $324.7K | 0.04% | +1,633+23.6% | Added |
| MBA Advisors LLC | 8,574 | $325.1K | 0.17% | −457−5.1% | Reduced |
| GSB Wealth Management, LLC | 8,580 | $325.4K | 0.09% | 00.0% | Unchanged |
| Constitution Capital LLC | 8,600 | $326.1K | 0.18% | −500−5.5% | Reduced |
| Sierra Summit Advisors LLC | 8,600 | $326.1K | 0.09% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 8,646 | $327.8K | 0.06% | +762+9.7% | Added |
| Ti-Trust, Inc | 8,646 | $327.9K | 0.24% | +8,646 | New |
| Wealth Advisory Solutions, LLC | 8,655 | $328.2K | 0.08% | −4,684−35.1% | Reduced |
| Cooper/Haims Advisors, LLC | 8,685 | $329.4K | 0.19% | −33−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 8,691 | $329.6K | 0.03% | 00.0% | Unchanged |
| Dover Advisors, LLC | 8,695 | $329.7K | 0.23% | +8,695 | New |
| First Affirmative Financial Network | 8,697 | $329.8K | 0.24% | −126−1.4% | Reduced |
| Interchange Capital Partners, LLC | 8,733 | $330.5K | 0.22% | +15+0.2% | Added |
| Westshore Wealth, LLC | 8,720 | $330.7K | 0.14% | −53−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,740 | $331.4K | 0.01% | +2,000+29.7% | Added |
| Burt Wealth Advisors | 8,839 | $335.2K | 0.08% | +1,426+19.2% | Added |
| Motco | 8,865 | $336.2K | 0.02% | +5,447+159.4% | Added |
| Financial Advisory Corp | 8,884 | $337.0K | 0.14% | −353−3.8% | Reduced |
| Powers Advisory Group, LLC | 8,888 | $337.0K | 0.19% | +2,069+30.3% | Added |
| Alpha Financial Partners, LLC | 8,888 | $337.0K | 0.31% | +35+0.4% | Added |
| Park Place Capital Corp | 8,902 | $337.6K | 0.12% | +260+3.0% | Added |
| Evermay Wealth Management LLC | 8,928 | $338.6K | 0.05% | −68−0.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 9,168 | $339.3K | 0.22% | −2,728−22.9% | Reduced |
| Foster Group, Inc. | 8,977 | $340.4K | 0.02% | +1,457+19.4% | Added |
| Summit Financial Strategies, Inc. | 8,994 | $341.0K | 0.05% | +207+2.4% | Added |
| PSI Advisors, LLC | 9,029 | $342.4K | 0.12% | +9+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 9,524 | $342.4K | 0.27% | −726−7.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 9,036 | $342.7K | 0.16% | +1,685+22.9% | Added |
| Northstar Group, Inc. | 9,059 | $343.5K | 0.07% | −1,150−11.3% | Reduced |
| Hyperion Capital Advisors LP | 9,081 | $344.4K | 0.16% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 9,099 | $345.0K | 0.07% | −696−7.1% | Reduced |
| Lakeridge Wealth Management LLC | 9,102 | $345.2K | 0.22% | −8,160−47.3% | Reduced |
| Cherrydale Wealth Management, LLC | 9,111 | $345.5K | 0.16% | +710+8.5% | Added |
| Sage Investment Advisers LLC | 9,120 | $345.8K | 0.40% | −102−1.1% | Reduced |
| Bath Savings Trust Co | 9,120 | $345.8K | 0.04% | −158−1.7% | Reduced |
| Kraematon Investment Advisors, Inc | 9,120 | $345.8K | 0.35% | −1,146−11.2% | Reduced |
| Townsend & Associates, Inc | 9,015 | $345.9K | 0.04% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 9,153 | $347.1K | 0.10% | +9,153 | New |
| Financial Security Advisor, Inc. | 9,108 | $347.6K | 0.12% | −61−0.7% | Reduced |
| Certified Advisory Corp | 9,198 | $348.8K | 0.05% | +20.0% | Added |
| Blodgett Wealth Advisors, LLC | 9,225 | $349.8K | 0.32% | +1,064+13.0% | Added |
| Vivaldi Capital Management, LLC | 9,103 | $350.0K | 0.10% | −882−8.8% | Reduced |
| Rosenberg Matthew Hamilton | 9,348 | $350.7K | 0.10% | +114+1.2% | Added |
| Signature Wealth Management Partners, LLC | 9,270 | $351.5K | 0.29% | −600−6.1% | Reduced |
| BBR Partners, LLC | 9,275 | $351.7K | 0.03% | −565−5.7% | Reduced |
| Cooper Financial Group | 9,287 | $352.2K | 0.06% | +2,038+28.1% | Added |
| Apella Capital, LLC | 9,334 | $352.2K | 0.02% | +98+1.1% | Added |
| One Wealth Advisors, LLC | 9,322 | $353.5K | 0.06% | +50+0.5% | Added |
| Eagle Wealth Strategies LLC | 9,430 | $353.8K | 0.29% | −169−1.8% | Reduced |
| Franklin Street Advisors Inc | 9,343 | $354.0K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 9,345 | $354.4K | 0.24% | +47+0.5% | Added |
| Executive Wealth Management, LLC | 9,500 | $356.4K | 0.03% | +267+2.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 9,732 | $356.7K | 0.20% | +500+5.4% | Added |
| Dogwood Wealth Management LLC | 9,424 | $357.4K | 0.24% | +888+10.4% | Added |
| Keystone Financial Services | 9,442 | $358.0K | 0.16% | +40.0% | Added |
| Centurion Wealth Management LLC | 9,444 | $358.1K | 0.14% | +9,444 | New |
| Royal Fund Management, LLC | 9,452 | $358.4K | 0.04% | +334+3.7% | Added |
| Pekin Hardy Strauss, Inc. | 9,455 | $358.5K | 0.05% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,470 | $359.1K | 0.02% | +473+5.3% | Added |
| Masso Torrence Wealth Management Inc. | 9,554 | $362.3K | 0.21% | −51−0.5% | Reduced |
| Gsa Capital Partners LLP | 9,566 | $363.0K | 0.03% | +3,553+59.1% | Added |
| Flaharty Asset Management, LLC | 9,573 | $363.0K | 0.05% | −2,649−21.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 9,596 | $363.0K | 0.06% | −110−1.1% | Reduced |
| New England Professional Planning Group Inc. | 9,583 | $363.4K | 0.19% | −100−1.0% | Reduced |
| Continuum Advisory, LLC | 9,498 | $363.6K | 0.05% | −12,301−56.4% | Reduced |
| Sonata Capital Group Inc | 9,600 | $364.0K | 0.17% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,602 | $364.1K | 0.10% | +7,019+271.7% | Added |
| Brandywine Oak Private Wealth LLC | 9,606 | $364.3K | 0.04% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 9,633 | $365.3K | 0.21% | 00.0% | Unchanged |
| Sequent Planning LLC | 9,677 | $367.0K | 0.13% | +9,677 | New |
| Jackson Hole Capital Partners, LLC | 9,718 | $368.5K | 0.08% | +6+0.1% | Added |
| Integris Wealth Management, LLC | 9,718 | $368.5K | 0.10% | −2,605−21.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,721 | $368.6K | 0.09% | −2,371−19.6% | Reduced |
| Riversedge Advisors, LLC | 9,741 | $369.4K | 0.09% | −1,802−15.6% | Reduced |
| Chatham Capital Group, Inc. | 9,749 | $369.7K | 0.07% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,751 | $369.8K | 0.18% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 9,760 | $370.1K | 0.19% | +9,760 | New |
| Triton Wealth Management, PLLC | 9,718 | $371.8K | 0.26% | +10.0% | Added |
| Oxford Financial Group Ltd | 9,816 | $372.2K | 0.03% | +1,470+17.6% | Added |
| Mayfair Advisory Group, LLC | 9,824 | $372.5K | 0.27% | +1,890+23.8% | Added |
| Van Strum & Towne Inc. | 9,824 | $372.5K | 0.14% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 9,825 | $372.6K | 0.06% | +897+10.0% | Added |
| Gateway Wealth Partners, LLC | 9,828 | $372.7K | 0.13% | −379−3.7% | Reduced |
| Consolidated Portfolio Review Corp | 9,850 | $373.5K | 0.10% | −6,101−38.2% | Reduced |
| Allred Capital Management, LLC | 9,851 | $373.5K | 0.15% | −215−2.1% | Reduced |
| Walker Asset Management, LLC | 9,867 | $374.2K | 0.25% | +36+0.4% | Added |
| Websterrogers Financial Advisors, LLC | 9,913 | $375.9K | 0.13% | +200+2.1% | Added |
| Texas Capital Bancshares Inc | 9,918 | $376.1K | 0.17% | −35−0.4% | Reduced |
| DT Investment Partners, LLC | 9,921 | $376.2K | 0.04% | +1,165+13.3% | Added |
| Heritage Financial Services, LLC | 9,922 | $376.2K | 0.06% | +729+7.9% | Added |