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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 11,352 | $430.5K | 0.16% | 00.0% | Unchanged |
| Middleton & Co Inc | 11,383 | $431.7K | 0.05% | −320−2.7% | Reduced |
| RiverGlades Family Offices LLC | 11,300 | $432.6K | 0.34% | 00.0% | Unchanged |
| Drake & Associates, LLC | 11,476 | $435.2K | 0.16% | −544−4.5% | Reduced |
| Rise Advisors, LLC | 11,489 | $435.7K | 0.23% | −2,765−19.4% | Reduced |
| Annex Advisory Services, LLC | 11,528 | $437.2K | 0.02% | +2,490+27.6% | Added |
| Altus Wealth Group LLC | 11,536 | $437.4K | 0.22% | −340−2.9% | Reduced |
| JB Capital LLC | 11,546 | $437.8K | 0.03% | −1,461−11.2% | Reduced |
| Tilson Financial Group, Inc. | 11,559 | $438.0K | 0.24% | −733−6.0% | Reduced |
| Wedge Capital Management L L P | 11,554 | $438.1K | 0.01% | +125+1.1% | Added |
| Cutter & CO Brokerage, Inc. | 11,559 | $438.3K | 0.11% | −882−7.1% | Reduced |
| LRI Investments, LLC | 11,609 | $440.2K | 0.11% | +11,609 | New |
| Van Hulzen Asset Management, LLC | 11,628 | $441.0K | 0.03% | −50,308−81.2% | Reduced |
| Smith Anglin Financial, LLC | 11,652 | $441.8K | 0.05% | −169−1.4% | Reduced |
| Cahill Financial Advisors Inc | 11,660 | $442.1K | 0.06% | +310+2.7% | Added |
| IFG Advisors, LLC | 11,681 | $442.9K | 0.11% | −227−1.9% | Reduced |
| Veracity Capital LLC | 11,703 | $443.8K | 0.17% | −168−1.4% | Reduced |
| Morton Brown Family Wealth, LLC | 11,741 | $445.2K | 0.18% | +223+1.9% | Added |
| Gryphon Financial Partners LLC | 11,770 | $446.3K | 0.07% | +106+0.9% | Added |
| Pingora Partners LLC | 11,772 | $446.4K | 0.33% | −400−3.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,797 | $447.3K | 0.27% | +30+0.3% | Added |
| Verus Financial Partners, Inc. | 11,804 | $447.6K | 0.05% | −208−1.7% | Reduced |
| Summit Financial Group Inc | 11,809 | $447.8K | 0.16% | 00.0% | Unchanged |
| Leo Wealth, LLC | 11,887 | $448.8K | 0.05% | +1,122+10.4% | Added |
| Goldstone Financial Group, LLC | 11,869 | $450.1K | 0.10% | +2,161+22.3% | Added |
| LongView Wealth Management | 11,892 | $450.9K | 0.18% | −114−0.9% | Reduced |
| Chapman Investment Management, LLC | 11,917 | $451.9K | 0.33% | −1,275−9.7% | Reduced |
| Diversified, LLC | 11,922 | $452.1K | 0.06% | −582−4.7% | Reduced |
| Alerus Financial NA | 11,938 | $452.7K | 0.03% | −198−1.6% | Reduced |
| Mason & Associates Inc | 11,970 | $453.9K | 0.12% | +200+1.7% | Added |
| AXS Investments LLC | 11,981 | $454.3K | 0.11% | +777+6.9% | Added |
| Hemington Wealth Management | 12,018 | $456.0K | 0.17% | −653−5.2% | Reduced |
| Johnson Financial Group, Inc. | 11,980 | $456.0K | 0.02% | −9,267−43.6% | Reduced |
| Eagle Strategies LLC | 12,065 | $457.5K | 0.10% | +12,065 | New |
| Vicus Capital | 12,069 | $457.6K | 0.04% | +1,603+15.3% | Added |
| Hazlett, Burt & Watson, Inc. | 12,064 | $458.0K | 0.27% | +673+5.9% | Added |
| Schrum Private Wealth Management LLC | 12,093 | $458.6K | 0.42% | +265+2.2% | Added |
| Seven Mile Advisory | 12,137 | $460.2K | 0.35% | +1,044+9.4% | Added |
| Oak Harbor Wealth Partners, LLC | 12,141 | $460.4K | 0.14% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12,160 | $461.1K | 0.03% | −111−0.9% | Reduced |
| MV Capital Management, Inc. | 12,171 | $461.5K | 0.05% | −268−2.2% | Reduced |
| Verum Partners LLC | 12,188 | $462.2K | 0.16% | −723−5.6% | Reduced |
| Private Portfolio Partners LLC | 12,191 | $462.3K | 0.10% | −1,201−9.0% | Reduced |
| Main Street Group, LTD | 12,271 | $463.2K | 0.20% | +6,753+122.4% | Added |
| Cedrus LLC | 12,224 | $463.6K | 0.25% | +1,762+16.8% | Added |
| Aberdeen Wealth Management LLC | 12,258 | $464.8K | 0.27% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 12,276 | $465.5K | 0.04% | +290+2.4% | Added |
| Keebeck Wealth Management, LLC | 12,310 | $466.8K | 0.07% | −98−0.8% | Reduced |
| Silver Lake Advisory, LLC | 12,320 | $467.2K | 0.21% | +86+0.7% | Added |
| Clarus Group, Inc. | 12,384 | $469.6K | 0.33% | −278−2.2% | Reduced |
| First American Trust, FSB | 12,408 | $470.5K | 0.05% | +12,408 | New |
| SlateStone Wealth, LLC | 12,408 | $471.0K | 0.05% | +505+4.2% | Added |
| K.J. Harrison & Partners Inc | 12,450 | $472.1K | 0.07% | +480+4.0% | Added |
| Integrity Financial Corp | 12,457 | $472.4K | 0.32% | −135−1.1% | Reduced |
| O'Rourke & Company, Inc | 12,475 | $473.0K | 0.27% | +476+4.0% | Added |
| Cahaba Wealth Management, Inc. | 12,479 | $473.2K | 0.04% | +669+5.7% | Added |
| VeraBank, N.A. | 12,495 | $473.8K | 0.15% | −56−0.4% | Reduced |
| Sollinda Capital Management LLC | 12,514 | $474.5K | 0.15% | −489−3.8% | Reduced |
| Twin Focus Capital Partners, LLC | 12,524 | $474.9K | 0.09% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 12,538 | $475.4K | 0.16% | +1,829+17.1% | Added |
| Oxbow Advisors, LLC | 12,540 | $475.5K | 0.07% | −193−1.5% | Reduced |
| Cim Investment Mangement Inc | 12,562 | $476.4K | 0.14% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 12,565 | $476.5K | 0.28% | +12,565 | New |
| Trust Co of Toledo NA | 12,567 | $476.5K | 0.07% | +203+1.6% | Added |
| Arcataur Capital Management LLC | 12,573 | $476.8K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 12,577 | $476.9K | 0.04% | −1,320−9.5% | Reduced |
| Kapstone Financial Advisors LLC | 12,622 | $478.6K | 0.33% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 12,625 | $478.7K | 0.06% | +20.0% | Added |
| BlueChip Wealth Advisors LLC | 12,665 | $480.3K | 0.31% | −8,608−40.5% | Reduced |
| Bay Rivers Group | 12,696 | $481.4K | 0.26% | +600+5.0% | Added |
| Regatta Capital Group, LLC | 12,720 | $482.4K | 0.11% | +426+3.5% | Added |
| Salomon & Ludwin, LLC | 12,749 | $483.4K | 0.04% | −410−3.1% | Reduced |
| Albion Financial Group | 12,760 | $483.9K | 0.04% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 12,770 | $484.2K | 0.17% | +12,770 | New |
| Tradition Wealth Management, LLC | 12,792 | $485.1K | 0.05% | +196+1.6% | Added |
| Ergawealth Advisors, Inc. | 12,800 | $485.4K | 0.27% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12,803 | $485.5K | 0.23% | −240−1.8% | Reduced |
| WealthCare Investment Partners, LLC | 12,811 | $485.8K | 0.23% | −2,155−14.4% | Reduced |
| First National Bank of Omaha | 11,684 | $487.6K | 0.03% | −10,450−47.2% | Reduced |
| Revolve Wealth Partners, LLC | 12,897 | $489.1K | 0.08% | +72+0.6% | Added |
| Guidance Point Advisors, LLC | 12,940 | $490.7K | 0.16% | −79−0.6% | Reduced |
| USA Financial Portformulas Corp | 12,966 | $491.7K | 0.08% | +12,888+16,523.1% | Added |
| Rockbridge Investment Management, LCC | 13,018 | $493.6K | 0.07% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 13,031 | $494.1K | 0.08% | −760−5.5% | Reduced |
| Berger Financial Group, Inc | 13,052 | $494.9K | 0.04% | +656+5.3% | Added |
| Gemmer Asset Management LLC | 13,052 | $494.9K | 0.06% | −1,011−7.2% | Reduced |
| Thrive Capital Management, LLC | 13,057 | $495.1K | 0.26% | −1,102−7.8% | Reduced |
| New Covenant Trust Company, N.A. | 13,059 | $495.2K | 0.50% | +13,059 | New |
| WMS Partners, LLC | 13,087 | $496.2K | 0.03% | +2,233+20.6% | Added |
| QVR LLC | 13,184 | $499.9K | 0.09% | +13,184 | New |
| SkyView Investment Advisors, LLC | 13,174 | $500.0K | 0.09% | +13,174 | New |
| Guyasuta Investment Advisors Inc | 14,859 | $500.3K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 13,228 | $501.6K | 0.25% | −150−1.1% | Reduced |
| BluePath Capital Management, LLC | 13,260 | $502.8K | 0.39% | +2,025+18.0% | Added |
| D L Carlson Investment Group Inc | 13,292 | $504.0K | 0.10% | −400−2.9% | Reduced |
| Aristotle Capital Management, LLC | 13,300 | $504.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 13,317 | $505.0K | 0.23% | −2,472−15.7% | Reduced |
| Brandywine Trust Co | 13,326 | $505.3K | 0.09% | 00.0% | Unchanged |
| Weik Capital Management | 13,355 | $506.4K | 0.22% | −450−3.3% | Reduced |
| Fiducient Advisors LLC | 13,370 | $507.0K | 0.10% | +17+0.1% | Added |