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 |
|---|---|---|---|---|---|
| Alliance Wealth Management Group | 9,929 | $376.5K | 0.11% | 00.0% | Unchanged |
| GenTrust, LLC | 9,931 | $376.6K | 0.02% | +1,000+11.2% | Added |
| Nadler Financial Group, Inc. | 9,953 | $377.4K | 0.05% | −610−5.8% | Reduced |
| Fox Run Management, L.L.C. | 9,957 | $377.6K | 0.08% | +9,957 | New |
| Byrne Asset Management LLC | 9,986 | $378.7K | 0.26% | −200−2.0% | Reduced |
| Red Wave Investments LLC | 9,991 | $378.9K | 0.14% | −10.0% | Reduced |
| Sara-Bay Financial | 10,098 | $378.9K | 0.17% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 10,007 | $379.5K | 0.09% | +43+0.4% | Added |
| Secure Asset Management, LLC | 10,013 | $379.7K | 0.09% | +10,013 | New |
| Valley National Advisers Inc | 10,033 | $380.0K | 0.06% | +167+1.7% | Added |
| Heartwood Wealth Advisors LLC | 10,025 | $380.1K | 0.05% | 00.0% | Unchanged |
| Morton Capital Management LLC | 10,037 | $380.6K | 0.10% | −591−5.6% | Reduced |
| Advisor Resource Council | 11,268 | $381.2K | 0.16% | −10,536−48.3% | Reduced |
| American Trust | 10,059 | $381.4K | 0.03% | +2,798+38.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 10,077 | $382.1K | 0.24% | −596−5.6% | Reduced |
| Bruce G. Allen Investments, LLC | 10,089 | $382.6K | 0.31% | −194−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 10,099 | $383.0K | 0.05% | +40.0% | Added |
| Cascade Financial Partners, LLC | 10,720 | $383.7K | 0.06% | +10,720 | New |
| True North Advisors, LLC | 10,120 | $383.7K | 0.11% | −369−3.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 10,129 | $384.1K | 0.16% | −385−3.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 10,133 | $384.2K | 0.02% | −150−1.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 10,142 | $384.6K | 0.10% | +166+1.7% | Added |
| Pathway Financial Advisors LLC | 10,163 | $385.4K | 0.10% | −600−5.6% | Reduced |
| Financial Council Asset Management Inc | 10,173 | $385.8K | 0.23% | +6+0.1% | Added |
| Eudaimonia Partners, LLC | 10,200 | $386.8K | 0.09% | −284−2.7% | Reduced |
| Garde Capital, Inc. | 10,209 | $387.0K | 0.03% | 00.0% | Unchanged |
| Channel Wealth LLC | 10,213 | $387.3K | 0.16% | +441+4.5% | Added |
| Romano Brothers and Company | 10,235 | $388.1K | 0.05% | +712+7.5% | Added |
| Crewe Advisors LLC | 10,238 | $388.2K | 0.05% | +10,238 | New |
| Cypress Wealth Services, LLC | 10,275 | $389.6K | 0.09% | −73−0.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,289 | $390.1K | 0.02% | −5,020−32.8% | Reduced |
| Cornerstone Management, Inc. | 10,300 | $390.6K | 0.09% | −200−1.9% | Reduced |
| London Co of Virginia | 10,346 | $392.3K | 0.00% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 10,352 | $392.5K | 0.24% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 10,426 | $393.0K | 0.08% | −129−1.2% | Reduced |
| Archetype Wealth Partners | 10,352 | $393.0K | 0.07% | +10,352 | New |
| Arlington Trust Co LLC | 10,393 | $394.1K | 0.10% | −157−1.5% | Reduced |
| Beta Wealth Group, Inc. | 10,421 | $395.2K | 0.19% | +50.0% | Added |
| KWB Wealth | 10,426 | $395.4K | 0.05% | −2,385−18.6% | Reduced |
| Larson Financial Group LLC | 10,449 | $396.2K | 0.03% | +8,821+541.8% | Added |
| Financial Insights, Inc. | 10,479 | $397.4K | 0.11% | −2,952−22.0% | Reduced |
| Smithbridge Asset Management Inc | 10,489 | $397.7K | 0.08% | 00.0% | Unchanged |
| STAR Financial Bank | 10,533 | $399.4K | 0.34% | −510−4.6% | Reduced |
| United Capital Management of KS, Inc. | 10,553 | $400.2K | 0.09% | −2,360−18.3% | Reduced |
| Private Capital Management, LLC | 10,557 | $400.3K | 0.05% | +711+7.2% | Added |
| J. L. Bainbridge & Co., Inc. | 10,589 | $401.5K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 10,591 | $401.6K | 0.06% | +234+2.3% | Added |
| Twin City Private Wealth, LLC | 10,593 | $401.7K | 0.40% | +10,593 | New |
| Stone Point Wealth LLC | 10,600 | $402.0K | 0.14% | −120−1.1% | Reduced |
| Cohen & Steers, Inc. | 10,623 | $403.0K | 0.00% | −4,581−30.1% | Reduced |
| Kavar Capital Partners Group, LLC | 10,675 | $404.8K | 0.07% | −10,115−48.7% | Reduced |
| Brave Asset Management Inc | 10,696 | $405.6K | 0.11% | +701+7.0% | Added |
| Austin Private Wealth, LLC | 10,846 | $406.1K | 0.05% | −2,780−20.4% | Reduced |
| Sigma Investment Counselors Inc | 10,712 | $406.2K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10,729 | $406.8K | 0.11% | −45−0.4% | Reduced |
| Jag Capital Management, LLC | 10,730 | $406.9K | 0.06% | +1,703+18.9% | Added |
| Optas, LLC | 10,743 | $407.4K | 0.11% | +55+0.5% | Added |
| Florida Financial Advisors, LLC | 10,754 | $407.8K | 0.30% | −53,194−83.2% | Reduced |
| Oldfather Financial Services, LLC | 10,767 | $408.3K | 0.17% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 10,788 | $409.1K | 0.16% | −304−2.7% | Reduced |
| Confluence Investment Management LLC | 10,789 | $409.1K | 0.01% | −10,000−48.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 10,843 | $411.2K | 0.29% | +1,325+13.9% | Added |
| United Advisor Group, LLC | 10,862 | $411.9K | 0.15% | +10,862 | New |
| Manhattan West Asset Management, LLC | 10,872 | $412.3K | 0.10% | +68+0.6% | Added |
| SRS Capital Advisors, Inc. | 10,875 | $412.4K | 0.04% | +57+0.5% | Added |
| New World Advisors LLC | 10,900 | $413.3K | 0.12% | −1,950−15.2% | Reduced |
| Semus Wealth Partners LLC | 10,903 | $413.4K | 0.35% | +98+0.9% | Added |
| First Financial Corp | 10,906 | $413.4K | 0.21% | −1,620−12.9% | Reduced |
| Bullock Wealth Management Group | 11,036 | $414.1K | 0.28% | +11,036 | New |
| Castle Rock Wealth Management, LLC | 11,240 | $415.2K | 0.11% | −937−7.7% | Reduced |
| Cozad Asset Management Inc | 10,965 | $415.8K | 0.04% | −40−0.4% | Reduced |
| Townsend Asset Management Corp | 10,986 | $416.6K | 0.17% | +1,920+21.2% | Added |
| Hayek Kallen Investment Management | 11,006 | $417.0K | 0.16% | +3,120+39.6% | Added |
| Beirne Wealth Consulting Services, LLC | 11,004 | $417.3K | 0.18% | −3,699−25.2% | Reduced |
| Toth Financial Advisory Corp | 11,006 | $417.4K | 0.05% | +205+1.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 11,039 | $419.0K | 0.02% | +1,254+12.8% | Added |
| Amplius Wealth Advisors, LLC | 11,053 | $419.1K | 0.05% | −3,048−21.6% | Reduced |
| Sunpointe, LLC | 11,070 | $419.8K | 0.47% | +387+3.6% | Added |
| Boyd Watterson Asset Management LLC | 11,075 | $420.0K | 0.15% | +202+1.9% | Added |
| Gateway Advisory, LLC | 11,104 | $421.1K | 0.07% | +2,710+32.3% | Added |
| Baker Ellis Asset Management LLC | 11,105 | $421.1K | 0.06% | +3,800+52.0% | Added |
| BHK Investment Advisors, LLC | 11,123 | $421.8K | 0.16% | +3,916+54.3% | Added |
| Sunflower Bank, N.A. | 11,137 | $422.3K | 0.10% | +238+2.2% | Added |
| BOS Asset Management, LLC | 11,147 | $422.7K | 0.22% | +930+9.1% | Added |
| Pacific Sage Partners, LLC | 11,152 | $422.9K | 0.11% | −173−1.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,160 | $423.2K | 0.31% | −440−3.8% | Reduced |
| Cardinal Capital Management, Inc. | 11,165 | $423.4K | 0.02% | −804,490−98.6% | Reduced |
| Humankind Investments LLC | 11,173 | $423.7K | 0.11% | −506−4.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,174 | $423.7K | 0.10% | −324−2.8% | Reduced |
| WR Wealth Planners, LLC | 11,196 | $424.6K | 0.13% | −151−1.3% | Reduced |
| McAdam, LLC | 11,196 | $424.6K | 0.03% | +1,371+14.0% | Added |
| LCNB Corp | 11,210 | $425.1K | 0.15% | −541−4.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,229 | $425.8K | 0.03% | +1,773+18.8% | Added |
| Ariston Services Group | 11,241 | $426.3K | 0.41% | 00.0% | Unchanged |
| Trust Co of the South | 11,260 | $427.0K | 0.10% | +11,260 | New |
| Traphagen Investment Advisors LLC | 11,275 | $427.5K | 0.05% | +36+0.3% | Added |
| Freedom Day Solutions, LLC | 11,289 | $428.1K | 0.15% | −681−5.7% | Reduced |
| Thrive Wealth Management, LLC | 11,315 | $429.1K | 0.09% | +1,036+10.1% | Added |
| Benin Management CORP | 11,331 | $429.7K | 0.14% | +50+0.4% | Added |
| City Center Advisors, LLC | 11,279 | $430.3K | 0.51% | +11,279 | New |