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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 64,590 | $2.45M | 0.04% | −18,347−22.1% | Reduced |
| Cobblestone Capital Advisors LLC | 64,414 | $2.44M | 0.15% | −985−1.5% | Reduced |
| Vanguard Capital Wealth Advisors | 64,121 | $2.43M | 1.71% | −939−1.4% | Reduced |
| Empire Financial Management Company, LLC | 63,948 | $2.42M | 0.80% | −350−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 63,812 | $2.42M | 0.08% | +9,191+16.8% | Added |
| Clarius Group, LLC | 63,594 | $2.41M | 0.17% | −6,411−9.2% | Reduced |
| Cornerstone Wealth Management, LLC | 63,475 | $2.41M | 0.19% | −442−0.7% | Reduced |
| Studio Investment Management LLC | 63,395 | $2.40M | 0.57% | −6,250−9.0% | Reduced |
| Hourglass Capital, LLC | 63,017 | $2.39M | 0.72% | +227+0.4% | Added |
| Barometer Capital Management Inc. | 64,500 | $2.39M | 0.62% | −100−0.2% | Reduced |
| Coastline Trust Co | 62,944 | $2.39M | 0.29% | −4,395−6.5% | Reduced |
| WCG Wealth Advisors LLC | 62,795 | $2.38M | 0.20% | −17,226−21.5% | Reduced |
| Andra AP-fonden | 62,700 | $2.38M | 0.04% | +62,700 | New |
| Carson Advisory Inc. | 62,542 | $2.37M | 1.67% | +2,309+3.8% | Added |
| FNY Investment Advisers, LLC | 62,540 | $2.37M | 1.54% | +61,740+7,717.5% | Added |
| GAMMA Investing LLC | 62,359 | $2.36M | 0.48% | +8,592+16.0% | Added |
| Jupiter Wealth Management LLC | 61,946 | $2.34M | 1.24% | +22,946+58.8% | Added |
| Exchange Capital Management, Inc. | 61,579 | $2.34M | 0.38% | −1,980−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 61,545 | $2.33M | 0.19% | −2,557−4.0% | Reduced |
| AlTi Global, Inc. | 61,700 | $2.33M | 0.06% | +13,485+28.0% | Added |
| GeoWealth Management, LLC | 61,453 | $2.33M | 0.09% | +20,820+51.2% | Added |
| Schechter Investment Advisors, LLC | 61,428 | $2.33M | 0.17% | +1,726+2.9% | Added |
| American State Bank (Iowa) | 60,654 | $2.30M | 1.54% | −5,791−8.7% | Reduced |
| Hexagon Capital Partners LLC | 60,628 | $2.30M | 0.51% | −4,188−6.5% | Reduced |
| Koshinski Asset Management, Inc. | 60,429 | $2.29M | 0.23% | +27,566+83.9% | Added |
| EagleClaw Capital Managment, LLC | 60,277 | $2.29M | 0.41% | −4,945−7.6% | Reduced |
| Prosperity Consulting Group, LLC | 60,274 | $2.29M | 0.29% | +3,998+7.1% | Added |
| Slagle Financial, LLC | 60,239 | $2.28M | 1.24% | −152,819−71.7% | Reduced |
| Argent Advisors, Inc. | 60,144 | $2.28M | 0.90% | −1,800−2.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 60,082 | $2.28M | 0.41% | +1,228+2.1% | Added |
| Concord Wealth Partners | 60,016 | $2.28M | 0.41% | +4,757+8.6% | Added |
| Cinctive Capital Management LP | 59,727 | $2.26M | 0.12% | −348,001−85.4% | Reduced |
| Alpha DNA Investment Management LLC | 59,349 | $2.25M | 1.23% | −12,591−17.5% | Reduced |
| Lake Street Advisors Group, LLC | 59,145 | $2.24M | 0.10% | +2,620+4.6% | Added |
| SeaCrest Wealth Management, LLC | 58,999 | $2.24M | 0.27% | −4,313−6.8% | Reduced |
| Coombe, Bender & Co LLC | 58,944 | $2.24M | 1.36% | +13,166+28.8% | Added |
| Choate Investment Advisors | 58,888 | $2.23M | 0.06% | −953−1.6% | Reduced |
| Abacus Planning Group, Inc. | 58,769 | $2.23M | 0.44% | +2,050+3.6% | Added |
| Concentric Capital Strategies, LP | 58,674 | $2.22M | 0.14% | +58,674 | New |
| Piscataqua Savings Bank | 58,638 | $2.22M | 1.96% | −6,446−9.9% | Reduced |
| Viawealth, LLC | 58,519 | $2.22M | 1.39% | −5,784−9.0% | Reduced |
| Symmetry Investments LP | 58,300 | $2.21M | 0.23% | +58,300 | New |
| First City Capital Management, Inc. | 58,249 | $2.21M | 1.22% | −975−1.6% | Reduced |
| Thomasville National Bank | 58,242 | $2.21M | 0.18% | −113−0.2% | Reduced |
| Kennedy Investment Group | 57,898 | $2.20M | 1.17% | −109−0.2% | Reduced |
| Vision Capital Management, Inc. | 57,896 | $2.20M | 0.33% | −230.0% | Reduced |
| Capstone Investment Advisors, LLC | 57,822 | $2.19M | 0.04% | −12,578−17.9% | Reduced |
| Hudson Canyon Capital Management | 57,591 | $2.18M | 1.40% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 57,583 | $2.18M | 1.49% | +862+1.5% | Added |
| Poehling Capital Management, LLC | 57,520 | $2.18M | 0.58% | −110−0.2% | Reduced |
| Family Legacy, Inc. | 57,481 | $2.18M | 0.78% | +1,637+2.9% | Added |
| Claro Advisors LLC | 57,442 | $2.18M | 0.38% | +2,793+5.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 57,353 | $2.17M | 0.35% | +1,417+2.5% | Added |
| Lafayette Investments, Inc. | 57,268 | $2.17M | 0.49% | −421−0.7% | Reduced |
| First Dallas Securities Inc. | 56,856 | $2.16M | 0.99% | −4,870−7.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 56,837 | $2.16M | 0.58% | −1,213−2.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 56,780 | $2.15M | 1.48% | −4,191−6.9% | Reduced |
| Syon Capital LLC | 56,265 | $2.13M | 0.20% | +11,132+24.7% | Added |
| Simplex Trading, LLC | 56,235 | $2.13M | 0.06% | −79,999−58.7% | Reduced |
| Smith Shellnut Wilson LLC | 56,220 | $2.13M | 1.13% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 56,135 | $2.13M | 0.55% | −2,814−4.8% | Reduced |
| Berkeley Capital Partners, LLC | 56,085 | $2.13M | 0.65% | +29,865+113.9% | Added |
| Childress Capital Advisors, LLC | 55,902 | $2.12M | 0.62% | +33,203+146.3% | Added |
| Norris Financial Group, LLC | 55,605 | $2.11M | 1.16% | −15,824−22.2% | Reduced |
| Octavia Wealth Advisors, LLC | 55,322 | $2.10M | 0.31% | +1,696+3.2% | Added |
| McDonald Partners LLC | 55,251 | $2.10M | 0.58% | −1,604−2.8% | Reduced |
| Washington Trust Bank | 55,249 | $2.10M | 0.20% | +1,473+2.7% | Added |
| Gratus Capital LLC | 55,218 | $2.09M | 0.10% | +37,723+215.6% | Added |
| Portside Wealth Group, LLC | 55,165 | $2.09M | 0.39% | +1,298+2.4% | Added |
| Aspen Grove Capital, LLC | 55,067 | $2.09M | 0.59% | −25,741−31.9% | Reduced |
| Zuckerman Investment Group, LLC | 55,062 | $2.09M | 0.24% | +27,502+99.8% | Added |
| Gillespie Robinson & Grimm Inc | 54,750 | $2.08M | 0.17% | +2,500+4.8% | Added |
| Clarkston Capital Partners, LLC | 54,700 | $2.07M | 0.04% | +100+0.2% | Added |
| Belpointe Asset Management LLC | 54,672 | $2.07M | 0.16% | −5,568−9.2% | Reduced |
| Cullinan Associates Inc | 54,609 | $2.07M | 0.12% | −5,650−9.4% | Reduced |
| Coastal Investment Advisors, Inc. | 54,495 | $2.07M | 0.43% | −497−0.9% | Reduced |
| Evergreen Wealth Management, LLC | 54,421 | $2.06M | 1.40% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 54,366 | $2.06M | 0.22% | +140+0.3% | Added |
| Jeppson Wealth Management, LLC | 54,319 | $2.06M | 0.80% | −246−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 54,191 | $2.05M | 0.05% | −9,051−14.3% | Reduced |
| Jump Financial, LLC | 54,114 | $2.05M | 0.06% | +45,552+532.0% | Added |
| Retirement Planning Co of New England, Inc. | 54,000 | $2.05M | 1.12% | −23,620−30.4% | Reduced |
| HCR Wealth Advisors | 53,801 | $2.04M | 0.31% | +2,856+5.6% | Added |
| Wrapmanager Inc | 53,798 | $2.04M | 0.57% | +11,139+26.1% | Added |
| Highlander Capital Management, LLC | 53,732 | $2.04M | 0.70% | −187−0.3% | Reduced |
| RMR Wealth Builders | 53,294 | $2.03M | 0.25% | +15,361+40.5% | Added |
| First Horizon Advisors, Inc. | 53,539 | $2.03M | 0.06% | −4,645−8.0% | Reduced |
| Lindbrook Capital, LLC | 53,195 | $2.02M | 0.19% | +1,295+2.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 53,032 | $2.01M | 0.48% | +552+1.1% | Added |
| Norden Group LLC | 53,029 | $2.01M | 0.41% | +12,089+29.5% | Added |
| Wulff, Hansen & Co. | 53,008 | $2.01M | 2.01% | −1,650−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 52,975 | $2.01M | 0.15% | −451−0.8% | Reduced |
| Beacon Financial Group | 52,905 | $2.01M | 0.23% | −15,530−22.7% | Reduced |
| Wedmont Private Capital | 53,092 | $2.00M | 0.15% | +3,527+7.1% | Added |
| CMG Global Holdings, LLC | 52,605 | $1.99M | 1.37% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 52,577 | $1.99M | 0.42% | −1,846−3.4% | Reduced |
| Shell Asset Management Co | 49,977 | $1.99M | 0.09% | −70,236−58.4% | Reduced |
| Catalytic Wealth RIA, LLC | 52,308 | $1.98M | 0.40% | +2,571+5.2% | Added |
| Ransom Advisory, Ltd | 51,949 | $1.97M | 1.05% | +51,949 | New |
| Cumberland Advisors Inc | 51,900 | $1.97M | 0.73% | −500−1.0% | Reduced |