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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 81,396 | $3.09M | 0.82% | +43+0.1% | Added |
| Private Trust Co NA | 81,166 | $3.08M | 0.33% | −640−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 81,142 | $3.08M | 0.31% | +5,913+7.9% | Added |
| Silvercrest Asset Management Group LLC | 80,671 | $3.06M | 0.02% | −2,049−2.5% | Reduced |
| Modera Wealth Management, LLC | 80,336 | $3.05M | 0.05% | −747−0.9% | Reduced |
| Roundview Capital LLC | 80,182 | $3.04M | 0.25% | +1,066+1.3% | Added |
| Triangle Securities Wealth Management | 80,057 | $3.04M | 0.87% | −1,458−1.8% | Reduced |
| Tower Bridge Advisors | 80,019 | $3.03M | 0.31% | −5,335−6.3% | Reduced |
| Meitav Dash Investments Ltd | 79,938 | $3.03M | 0.06% | −5,020−5.9% | Reduced |
| Graypoint LLC | 79,751 | $3.02M | 0.22% | +5,920+8.0% | Added |
| Bartlett & Co. Wealth Management LLC | 79,483 | $3.01M | 0.05% | −5,002−5.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 79,458 | $3.01M | 0.35% | +11,947+17.7% | Added |
| Duff & Phelps Investment Management Co | 79,418 | $3.01M | 0.04% | +2,288+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 79,311 | $3.01M | 0.09% | −5,164−6.1% | Reduced |
| Mission Wealth Management, LP | 79,289 | $3.01M | 0.08% | +28,476+56.0% | Added |
| SYSTM Wealth Solutions LLC | 79,220 | $3.00M | 0.38% | −9,132−10.3% | Reduced |
| Brookmont Capital Management | 78,906 | $2.99M | 1.57% | +1,769+2.3% | Added |
| Capital Asset Advisory Services LLC | 80,622 | $2.99M | 0.17% | +7,120+9.7% | Added |
| Moody National Bank Trust Division | 78,611 | $2.98M | 0.23% | +773+1.0% | Added |
| Cohen Investment Advisors LLC | 78,468 | $2.98M | 1.93% | +3,787+5.1% | Added |
| Parcion Private Wealth LLC | 78,087 | $2.96M | 0.26% | −1,031−1.3% | Reduced |
| Alaska Permanent Fund Corp | 78,065 | $2.96M | 0.04% | −1,223−1.5% | Reduced |
| Mystic Asset Management, Inc. | 78,037 | $2.96M | 1.22% | +2,458+3.3% | Added |
| Formidable Asset Management, LLC | 77,793 | $2.95M | 0.48% | +407+0.5% | Added |
| Tritonpoint Wealth, LLC | 84,557 | $2.95M | 0.31% | −7,393−8.0% | Reduced |
| Berkshire Bank | 77,684 | $2.95M | 0.73% | −4,731−5.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 77,468 | $2.94M | 0.82% | +2,476+3.3% | Added |
| Citizens Business Bank | 77,314 | $2.93M | 0.61% | +3,234+4.4% | Added |
| Exeter Financial, LLC | 78,761 | $2.91M | 1.34% | −125−0.2% | Reduced |
| Quadrant Capital Group LLC | 76,405 | $2.90M | 0.23% | −2,426−3.1% | Reduced |
| AMG National Trust Bank | 76,401 | $2.90M | 0.08% | −22,958−23.1% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $2.89M | 0.32% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 75,485 | $2.86M | 0.54% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 75,451 | $2.86M | 0.45% | +17,196+29.5% | Added |
| Principal Securities, Inc. | 75,312 | $2.86M | 0.09% | +6,749+9.8% | Added |
| Cowen and Company, LLC | 75,000 | $2.84M | 0.11% | +75,000 | New |
| Cetera Trust Company, N.A | 74,893 | $2.84M | 1.71% | −550−0.7% | Reduced |
| Lighthouse Investment Partners, LLC | 74,814 | $2.84M | 0.17% | −145,162−66.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 74,646 | $2.83M | 1.14% | +74,646 | New |
| Heritage Trust Co | 74,286 | $2.82M | 0.38% | −1,456−1.9% | Reduced |
| Independent Financial Group, LLC | 74,150 | $2.81M | 0.13% | −6,101−7.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.81M | 0.88% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 73,700 | $2.79M | 0.27% | −4,482−5.7% | Reduced |
| Country Club Bank | 73,419 | $2.78M | 0.20% | −3,397−4.4% | Reduced |
| Cigna Investments Inc | 73,374 | $2.78M | 0.53% | −523−0.7% | Reduced |
| Holderness Investments Co | 73,244 | $2.78M | 0.68% | +202+0.3% | Added |
| Burton Enright Welch | 73,199 | $2.78M | 0.67% | +908+1.3% | Added |
| Employees Retirement System of Texas | 73,175 | $2.77M | 0.03% | −48,200−39.7% | Reduced |
| Graham Capital Management, L.P. | 72,664 | $2.76M | 0.08% | −564,838−88.6% | Reduced |
| Advisors Capital Management, LLC | 72,320 | $2.74M | 0.05% | −3,428−4.5% | Reduced |
| Stonebridge Capital Advisors LLC | 72,147 | $2.74M | 0.25% | +5,320+8.0% | Added |
| Umpqua Bank | 72,112 | $2.73M | 1.12% | +72,112 | New |
| Nwam LLC | 72,215 | $2.73M | 0.22% | −1,666−2.3% | Reduced |
| Massachusetts Wealth Management | 71,972 | $2.73M | 1.92% | +906+1.3% | Added |
| Hamilton Capital Partners Inc. | 71,970 | $2.73M | 0.33% | +41,070+132.9% | Added |
| ZWJ Investment Counsel Inc | 71,835 | $2.72M | 0.12% | +12,621+21.3% | Added |
| Shorepoint Capital Partners LLC | 71,745 | $2.72M | 0.67% | −2,973−4.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 71,643 | $2.72M | 0.24% | −815−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 71,605 | $2.72M | 0.42% | −552−0.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 71,568 | $2.71M | 0.64% | +760+1.1% | Added |
| Grove Bank & Trust | 71,459 | $2.71M | 0.46% | −351−0.5% | Reduced |
| Charter Research & Investment Group, Inc. | 71,332 | $2.70M | 2.14% | −340.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 71,216 | $2.70M | 0.49% | −2,521−3.4% | Reduced |
| Caldwell Trust Co | 71,195 | $2.70M | 0.31% | +1,251+1.8% | Added |
| Compton Wealth Advisory Group, LLC | 71,149 | $2.70M | 0.74% | +403+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 71,043 | $2.69M | 0.29% | +3,817+5.7% | Added |
| Lodestone Wealth Management LLC | 70,804 | $2.68M | 1.42% | −902−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 70,657 | $2.68M | 0.21% | −807−1.1% | Reduced |
| Financial Advisory Service, Inc. | 70,596 | $2.68M | 0.24% | −691−1.0% | Reduced |
| Clearstead Advisors, LLC | 69,386 | $2.65M | 0.13% | +2,302+3.4% | Added |
| 9258 Wealth Management, LLC | 69,885 | $2.65M | 0.41% | +238+0.3% | Added |
| SS&H Financial Advisors, Inc. | 69,808 | $2.65M | 1.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 69,777 | $2.65M | 0.28% | +9,045+14.9% | Added |
| Naviter Wealth, LLC | 69,405 | $2.63M | 0.43% | +3,693+5.6% | Added |
| Harbour Capital Advisors, LLC | 70,207 | $2.62M | 0.65% | +166+0.2% | Added |
| Bank Ozk | 69,030 | $2.62M | 1.17% | −15,371−18.2% | Reduced |
| Carolinas Wealth Consulting LLC | 68,345 | $2.61M | 0.51% | +944+1.4% | Added |
| Chiron Investment Management, LLC | 68,575 | $2.60M | 1.13% | +68,575 | New |
| Beacon Investment Advisors LLC | 68,504 | $2.60M | 1.48% | −170.0% | Reduced |
| Arete Wealth Advisors, LLC | 68,216 | $2.59M | 0.24% | −1,620−2.3% | Reduced |
| Diligent Investors, LLC | 68,161 | $2.58M | 0.65% | −1,192−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 69,671 | $2.58M | 0.20% | +4,954+7.7% | Added |
| CWA Asset Management Group, LLC | 67,514 | $2.56M | 0.16% | +20,268+42.9% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $2.56M | 0.10% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,394 | $2.56M | 0.08% | +8,094+13.6% | Added |
| Ethic Inc. | 67,340 | $2.55M | 0.06% | +7,490+12.5% | Added |
| Lincoln Capital Corp | 67,198 | $2.55M | 1.11% | −2,439−3.5% | Reduced |
| Quadcap Wealth Management, LLC | 67,157 | $2.55M | 0.58% | −10,333−13.3% | Reduced |
| Hendershot Investments Inc. | 66,797 | $2.53M | 0.36% | −3,960−5.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 66,793 | $2.53M | 0.72% | −100−0.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 66,695 | $2.53M | 0.87% | +19,010+39.9% | Added |
| Gilliland Jeter Wealth Management LLC | 66,494 | $2.52M | 0.88% | −2,958−4.3% | Reduced |
| Aull & Monroe Investment Management Corp | 66,263 | $2.51M | 1.15% | −1,891−2.8% | Reduced |
| Davis Investment Partners, LLC | 68,553 | $2.51M | 1.10% | −192−0.3% | Reduced |
| Convergence Investment Partners, LLC | 66,207 | $2.51M | 0.96% | +4,260+6.9% | Added |
| Old National Bancorp | 65,666 | $2.49M | 0.06% | +5,942+9.9% | Added |
| Cumberland Partners Ltd | 64,935 | $2.46M | 0.18% | −4,660−6.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 64,875 | $2.46M | 0.11% | +34,641+114.6% | Added |
| Abbrea Capital, LLC | 64,858 | $2.46M | 0.32% | −1,058−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 64,692 | $2.45M | 0.15% | −82,128−55.9% | Reduced |