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
- 2,924
- +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
- 1,270 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 99,328 | $3.77M | 0.07% | −638−0.6% | Reduced |
| Marco Investment Management LLC | 98,695 | $3.74M | 0.35% | +988+1.0% | Added |
| Global Retirement Partners, LLC | 98,584 | $3.74M | 0.14% | −556−0.6% | Reduced |
| Citizens Financial Group Inc | 98,189 | $3.73M | 0.12% | +20,916+27.1% | Added |
| Gleason Group, Inc. | 98,285 | $3.73M | 0.78% | −2,858−2.8% | Reduced |
| Capital Investment Advisory Services, LLC | 98,240 | $3.73M | 0.40% | −10,550−9.7% | Reduced |
| Pacifica Partners Inc. | 101,056 | $3.72M | 1.65% | −1,205−1.2% | Reduced |
| Belmont Capital, LLC | 97,954 | $3.71M | 1.01% | −54,678−35.8% | Reduced |
| Plancorp, LLC | 97,073 | $3.68M | 0.16% | +3,256+3.5% | Added |
| FineMark National Bank & Trust | 96,994 | $3.68M | 0.14% | +2,767+2.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 96,323 | $3.65M | 0.27% | −4,451−4.4% | Reduced |
| Embree Financial Group | 96,103 | $3.64M | 0.71% | −3,998−4.0% | Reduced |
| St. Johns Investment Management Company, LLC | 96,036 | $3.64M | 1.75% | +1,380+1.5% | Added |
| Williams Jones Wealth Management, LLC. | 95,792 | $3.63M | 0.05% | −14,786−13.4% | Reduced |
| Coldstream Capital Management Inc | 95,605 | $3.63M | 0.09% | +5,436+6.0% | Added |
| 1st Source Bank | 95,348 | $3.62M | 0.21% | −151−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 94,724 | $3.59M | 1.19% | −1,092−1.1% | Reduced |
| Gold Investment Management Ltd. | 93,831 | $3.56M | 1.44% | +116+0.1% | Added |
| Verdence Capital Advisors LLC | 93,830 | $3.56M | 0.32% | −2,951−3.0% | Reduced |
| Forum Financial Management, LP | 93,810 | $3.56M | 0.06% | +731+0.8% | Added |
| Bank of New Hampshire | 93,800 | $3.56M | 0.93% | −133−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 93,795 | $3.56M | 0.28% | −48,204−33.9% | Reduced |
| Grey Street Capital, LLC | 93,688 | $3.55M | 0.48% | +64,917+225.6% | Added |
| CAPROCK Group, Inc. | 93,556 | $3.55M | 0.20% | +11,339+13.8% | Added |
| Banco de Sabadell, S.A | 93,481 | $3.54M | 2.64% | +14,134+17.8% | Added |
| Mutual Advisors, LLC | 93,357 | $3.54M | 0.11% | +9,548+11.4% | Added |
| Family Management Corp | 93,161 | $3.53M | 0.65% | +18,550+24.9% | Added |
| Ronald Blue Trust, Inc. | 93,059 | $3.53M | 0.05% | +5,041+5.7% | Added |
| Long Focus Capital Management, LLC | 93,000 | $3.53M | 0.41% | 00.0% | Unchanged |
| BancorpSouth Bank | 92,994 | $3.53M | 0.26% | +815+0.9% | Added |
| Commerzbank Aktiengesellschaft | 92,907 | $3.52M | 0.12% | +5,928+6.8% | Added |
| Summit Trail Advisors, LLC | 92,558 | $3.51M | 0.09% | +32,246+53.5% | Added |
| Plimoth Trust Co LLC | 92,442 | $3.51M | 0.93% | −489−0.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 92,096 | $3.49M | 1.31% | +1,680+1.9% | Added |
| T. Rowe Price Investment Management, Inc. | 91,772 | $3.48M | 0.00% | −9,545−9.4% | Reduced |
| ProVise Management Group, LLC | 91,566 | $3.47M | 0.30% | −915−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 91,366 | $3.46M | 0.06% | −1,643−1.8% | Reduced |
| Gries Financial LLC | 91,244 | $3.46M | 0.58% | +318+0.3% | Added |
| Anchor Investment Management, LLC | 91,074 | $3.45M | 0.36% | +733+0.8% | Added |
| Kingsview Wealth Management, LLC | 90,957 | $3.45M | 0.09% | +5,496+6.4% | Added |
| Asset Dedication, LLC | 90,298 | $3.43M | 0.26% | +162+0.2% | Added |
| NewEdge Wealth, LLC | 92,944 | $3.43M | 0.08% | +602+0.7% | Added |
| Brighton Jones LLC | 90,305 | $3.42M | 0.12% | −1,990−2.2% | Reduced |
| Skylands Capital, LLC | 90,250 | $3.42M | 0.47% | −1,050−1.2% | Reduced |
| NorthRock Partners, LLC | 89,655 | $3.42M | 0.13% | +7,941+9.7% | Added |
| Cidel Asset Management Inc | 90,153 | $3.42M | 0.26% | +1,934+2.2% | Added |
| Hancock Whitney Corp | 90,010 | $3.41M | 0.12% | −42,985−32.3% | Reduced |
| Credit Capital Investments LLC | 90,000 | $3.41M | 4.22% | −6,000−6.3% | Reduced |
| Culbertson A N & Co Inc | 89,977 | $3.41M | 0.59% | +9,525+11.8% | Added |
| Capital Analysts, LLC | 89,406 | $3.39M | 0.16% | +8,843+11.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 89,391 | $3.38M | 0.11% | +30,418+51.6% | Added |
| Penobscot Investment Management Company, Inc. | 89,074 | $3.38M | 0.36% | +4,595+5.4% | Added |
| Integrated Advisors Network LLC | 88,823 | $3.37M | 0.17% | −100,506−53.1% | Reduced |
| Princeton Global Asset Management LLC | 88,799 | $3.37M | 0.80% | −3,558−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 88,581 | $3.36M | 0.18% | −19,104−17.7% | Reduced |
| Synergy Financial Management, LLC | 88,062 | $3.34M | 0.57% | +33,559+61.6% | Added |
| Qtron Investments LLC | 87,650 | $3.32M | 0.47% | 00.0% | Unchanged |
| American Assets Inc | 87,500 | $3.32M | 1.25% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 87,300 | $3.31M | 0.29% | +87,300 | New |
| Wintrust Investments LLC | 87,235 | $3.31M | 0.29% | −1,541−1.7% | Reduced |
| International Assets Investment Management, LLC | 107,553 | $3.30M | 0.35% | +3,553+3.4% | Added |
| Hollencrest Capital Management | 86,688 | $3.29M | 0.15% | −1,179−1.3% | Reduced |
| Perpetual Ltd | 86,676 | $3.29M | 0.03% | +20,021+30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.28M | 0.42% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 86,372 | $3.28M | 0.11% | +3,401+4.1% | Added |
| Winton Group Ltd | 86,209 | $3.27M | 0.23% | +33,687+64.1% | Added |
| Trivant Custom Portfolio Group, LLC | 85,955 | $3.26M | 2.07% | −1,553−1.8% | Reduced |
| Imprint Wealth LLC | 86,848 | $3.26M | 0.79% | +22,907+35.8% | Added |
| Lakeview Capital Partners, LLC | 85,700 | $3.25M | 0.53% | −1,486−1.7% | Reduced |
| London & Capital Asset Management Ltd | 85,589 | $3.25M | 0.25% | −22,930−21.1% | Reduced |
| Guardian Investment Management | 85,548 | $3.24M | 2.67% | +4,960+6.2% | Added |
| Wealth Alliance Advisory Group, LLC | 85,467 | $3.24M | 0.75% | +1,604+1.9% | Added |
| Delta Capital Management LLC | 85,350 | $3.24M | 2.14% | +85,350 | New |
| Brick & Kyle, Associates | 86,318 | $3.23M | 1.43% | −257−0.3% | Reduced |
| Buckingham Strategic Partners | 85,157 | $3.23M | 0.09% | +45,326+113.8% | Added |
| Wright Investors Service Inc | 84,965 | $3.22M | 0.82% | −621−0.7% | Reduced |
| Caxton Associates LP | 84,797 | $3.22M | 0.22% | −744,387−89.8% | Reduced |
| Affinity Investment Advisors, LLC | 84,657 | $3.21M | 2.34% | −269−0.3% | Reduced |
| Lakewood Asset Management LLC | 84,519 | $3.20M | 2.18% | +5,737+7.3% | Added |
| Processus Wealth & Capital Management, LLC | 84,154 | $3.19M | 2.83% | +11,079+15.2% | Added |
| Mount Vernon Associates Inc | 84,119 | $3.19M | 2.71% | +220.0% | Added |
| Klingenstein Fields & Co LP | 83,891 | $3.18M | 0.13% | −5,042−5.7% | Reduced |
| Legato Capital Management LLC | 83,844 | $3.18M | 0.38% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 83,751 | $3.18M | 0.26% | +1,951+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 83,286 | $3.16M | 0.22% | −9,204−10.0% | Reduced |
| Birmingham Capital Management Co Inc | 83,075 | $3.15M | 1.16% | −825−1.0% | Reduced |
| Beaton Management Co. Inc. | 82,759 | $3.14M | 1.71% | −450−0.5% | Reduced |
| Change Path, LLC | 82,569 | $3.13M | 0.12% | +11,010+15.4% | Added |
| Evercore Wealth Management, LLC | 82,479 | $3.13M | 0.05% | −95,477−53.7% | Reduced |
| Trust Asset Management LLC | 82,476 | $3.13M | 0.27% | −330−0.4% | Reduced |
| HBK Sorce Advisory LLC | 82,434 | $3.13M | 0.11% | −164−0.2% | Reduced |
| Legacy Wealth Management, LLC | 82,345 | $3.12M | 1.41% | −750−0.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 82,276 | $3.12M | 1.22% | −1,175−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 84,109 | $3.11M | 0.01% | −38,904−31.6% | Reduced |
| Peddock Capital Advisors, LLC | 82,077 | $3.11M | 0.82% | +1,914+2.4% | Added |
| Clear Rock Advisors, LLC | 81,998 | $3.11M | 1.35% | +1,425+1.8% | Added |
| Western Wealth Management, LLC | 81,787 | $3.10M | 0.24% | −5,222−6.0% | Reduced |
| Institute for Wealth Management, LLC. | 81,723 | $3.10M | 0.40% | −50−0.1% | Reduced |
| Spire Wealth Management | 81,454 | $3.09M | 0.08% | +6,567+8.8% | Added |
| Y.D. More Investments Ltd | 81,402 | $3.09M | 0.55% | −5,826−6.7% | Reduced |