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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 51,870 | $1.97M | 0.81% | −1,000−1.9% | Reduced |
| Shufro Rose & Co LLC | 51,859 | $1.97M | 0.16% | +2,910+5.9% | Added |
| Financial Partners Group, LLC | 51,717 | $1.96M | 0.76% | +8,516+19.7% | Added |
| Waldron Private Wealth LLC | 51,303 | $1.96M | 0.09% | +2,379+4.9% | Added |
| Ameritas Advisory Services, LLC | 52,406 | $1.95M | 0.08% | +22,002+72.4% | Added |
| MTM Investment Management, LLC | 51,475 | $1.95M | 0.81% | +144+0.3% | Added |
| L2 Asset Management, LLC | 51,359 | $1.95M | 0.64% | +2,957+6.1% | Added |
| WSFS Capital Management, LLC | 51,319 | $1.95M | 0.11% | −699−1.3% | Reduced |
| Aire Advisors, LLC | 51,132 | $1.94M | 0.44% | +9,707+23.4% | Added |
| Clifford Swan Investment Counsel LLC | 50,741 | $1.92M | 0.07% | −1,107−2.1% | Reduced |
| Wunderlich Capital Managemnt | 50,472 | $1.91M | 0.86% | −2,929−5.5% | Reduced |
| Howland Capital Management LLC | 50,460 | $1.91M | 0.09% | −450−0.9% | Reduced |
| One Charles Private Wealth Services, LLC | 50,427 | $1.91M | 0.83% | +5,581+12.4% | Added |
| Longfellow Investment Management Co LLC | 50,179 | $1.90M | 0.43% | +376+0.8% | Added |
| NBT Bank N A | 50,112 | $1.90M | 0.14% | −1,901−3.7% | Reduced |
| Mango Investments LLC | 50,000 | $1.90M | 1.40% | 00.0% | Unchanged |
| Savoie Capital LLC | 50,000 | $1.90M | 0.27% | +50,000 | New |
| Lake Street Financial LLC | 49,997 | $1.90M | 0.26% | +190.0% | Added |
| Chapin Davis, Inc. | 49,965 | $1.89M | 0.69% | −5,700−10.2% | Reduced |
| Dohj, LLC | 49,957 | $1.89M | 0.50% | +3,585+7.7% | Added |
| Zions Bancorporation, N.A. | 49,573 | $1.88M | 0.14% | −17,727−26.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 49,482 | $1.88M | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 49,054 | $1.86M | 0.08% | −1,609−3.2% | Reduced |
| SeaBridge Investment Advisors LLC | 49,026 | $1.86M | 0.49% | −6,257−11.3% | Reduced |
| Blue Fin Capital, Inc. | 48,993 | $1.86M | 0.41% | −5,686−10.4% | Reduced |
| Advisory Research Inc | 48,973 | $1.86M | 0.37% | 00.0% | Unchanged |
| LM Advisors LLC | 48,941 | $1.86M | 0.29% | −6,065−11.0% | Reduced |
| Capital Advisors Inc | 48,899 | $1.85M | 0.04% | −20,795−29.8% | Reduced |
| Probity Advisors, Inc. | 48,713 | $1.85M | 0.38% | +1,231+2.6% | Added |
| MCF Advisors LLC | 48,583 | $1.84M | 0.14% | +12,351+34.1% | Added |
| NTV Asset Management LLC | 48,549 | $1.84M | 0.28% | −606−1.2% | Reduced |
| Mendel Money Management | 48,442 | $1.84M | 0.85% | −6,564−11.9% | Reduced |
| Register Financial Advisors LLC | 48,431 | $1.84M | 0.95% | −912−1.8% | Reduced |
| NVWM, LLC | 48,120 | $1.84M | 0.50% | −154−0.3% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 49,031 | $1.84M | 1.65% | −14,381−22.7% | Reduced |
| Concord Asset Management, LLC | 48,404 | $1.84M | 0.48% | +8,391+21.0% | Added |
| Excalibur Management Corp | 48,053 | $1.82M | 0.77% | +490+1.0% | Added |
| Altman Advisors, Inc. | 48,534 | $1.82M | 0.89% | +17,635+57.1% | Added |
| Gs Investments, Inc. | 47,921 | $1.82M | 0.88% | +280+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 47,895 | $1.82M | 1.22% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 47,890 | $1.82M | 0.08% | −64,527−57.4% | Reduced |
| Finer Wealth Management, Inc. | 47,876 | $1.82M | 1.19% | −15,530−24.5% | Reduced |
| Arvest Investments, Inc. | 47,820 | $1.81M | 0.29% | −179−0.4% | Reduced |
| Cowa, LLC | 47,800 | $1.81M | 1.07% | +1,677+3.6% | Added |
| Gladstone Institutional Advisory LLC | 47,344 | $1.80M | 0.10% | −9,837−17.2% | Reduced |
| M Holdings Securities, Inc. | 47,218 | $1.79M | 0.30% | −13,527−22.3% | Reduced |
| Palogic Value Management, L.P. | 47,231 | $1.79M | 0.77% | +978+2.1% | Added |
| Atlas Brown,Inc. | 47,207 | $1.79M | 0.65% | +522+1.1% | Added |
| Investors Asset Management of Georgia Inc | 47,155 | $1.79M | 0.84% | −5,730−10.8% | Reduced |
| Wellington Shields Capital Management, LLC | 47,020 | $1.78M | 0.34% | −1,615−3.3% | Reduced |
| Guardian Wealth Advisors, LLC | 46,952 | $1.78M | 0.22% | +30+0.1% | Added |
| Greytown Advisors Inc. | 46,921 | $1.78M | 1.00% | +30.0% | Added |
| Burney Co | 46,892 | $1.78M | 0.07% | −510−1.1% | Reduced |
| Legacy Advisors, LLC | 46,553 | $1.78M | 0.22% | +2,309+5.2% | Added |
| Busey Wealth Management | 46,793 | $1.77M | 0.06% | −659−1.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 46,600 | $1.77M | 0.46% | +1,800+4.0% | Added |
| Investment Advisory Services Inc | 46,536 | $1.76M | 0.65% | −1,754−3.6% | Reduced |
| Coppell Advisory Solutions Corp. | 46,529 | $1.76M | 0.33% | +46,529 | New |
| Buckley Wealth Management, LLC | 46,518 | $1.76M | 0.57% | −585−1.2% | Reduced |
| Regal Investment Advisors LLC | 46,408 | $1.76M | 0.12% | +130+0.3% | Added |
| SageView Advisory Group, LLC | 45,793 | $1.74M | 0.10% | −5,895−11.4% | Reduced |
| Adell Harriman & Carpenter Inc | 45,656 | $1.73M | 0.14% | −100−0.2% | Reduced |
| Focus Financial Network, Inc. | 48,383 | $1.73M | 0.08% | +48,383 | New |
| Visionary Wealth Advisors | 45,523 | $1.73M | 0.12% | −1,051−2.3% | Reduced |
| Aspiriant, LLC | 45,388 | $1.72M | 0.07% | −1,016−2.2% | Reduced |
| Gratus Wealth Advisors, LLC | 48,115 | $1.72M | 0.32% | +513+1.1% | Added |
| Martin & Co Inc | 45,342 | $1.72M | 0.42% | −1,083−2.3% | Reduced |
| IMS Capital Management | 45,281 | $1.72M | 0.80% | −960−2.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 45,068 | $1.71M | 0.98% | −2,261−4.8% | Reduced |
| Prairiewood Capital, LLC | 45,066 | $1.71M | 0.80% | −5,761−11.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,047 | $1.71M | 0.05% | −1,647−3.5% | Reduced |
| Kingfisher Capital LLC | 45,034 | $1.71M | 0.41% | −1,260−2.7% | Reduced |
| Mayflower Financial Advisors, LLC | 298,386 | $1.70M | 0.28% | −324−0.1% | Reduced |
| Herold Advisors, Inc. | 44,701 | $1.70M | 0.41% | −2,392−5.1% | Reduced |
| Connective Portfolio Management, LLC | 44,625 | $1.69M | 2.98% | −43,585−49.4% | Reduced |
| Payden & Rygel | 44,600 | $1.69M | 0.12% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 44,600 | $1.69M | 0.12% | +44,600 | New |
| Flagship Harbor Advisors, LLC | 44,582 | $1.69M | 0.11% | −1,583−3.4% | Reduced |
| Advisor OS, LLC | 44,269 | $1.68M | 0.19% | −424−0.9% | Reduced |
| Duncker Streett & Co Inc | 44,210 | $1.68M | 0.33% | −4,126−8.5% | Reduced |
| Ballast, Inc. | 44,197 | $1.68M | 0.53% | +1,093+2.5% | Added |
| Falcon Wealth Planning | 44,191 | $1.68M | 0.27% | +82+0.2% | Added |
| Boothbay Fund Management, LLC | 44,035 | $1.67M | 0.05% | +17,903+68.5% | Added |
| CSS LLC | 43,900 | $1.66M | 0.14% | +10,000+29.5% | Added |
| Brady Family Wealth, LLC | 43,853 | $1.66M | 0.54% | +10.0% | Added |
| Lineweaver Wealth Advisors, LLC | 43,853 | $1.66M | 0.39% | +2,727+6.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,839 | $1.66M | 0.17% | −2,199−4.8% | Reduced |
| Exencial Wealth Advisors, LLC | 43,828 | $1.66M | 0.06% | −7,803−15.1% | Reduced |
| Sunesis Advisors, LLC | 43,811 | $1.66M | 0.97% | +1,366+3.2% | Added |
| Intellectus Partners, LLC | 43,715 | $1.66M | 0.44% | +377+0.9% | Added |
| Iowa State Bank | 43,701 | $1.66M | 0.37% | +33,772+340.1% | Added |
| Insigneo Advisory Services, LLC | 43,599 | $1.65M | 0.20% | −107,421−71.1% | Reduced |
| Parkside Financial Bank & Trust | 43,552 | $1.65M | 0.27% | −3,150−6.7% | Reduced |
| MWA Asset Management | 43,528 | $1.65M | 1.20% | +2,300+5.6% | Added |
| Aigen Investment Management, LP | 43,344 | $1.64M | 0.36% | +36,312+516.4% | Added |
| NBW Capital LLC | 43,279 | $1.64M | 0.34% | −1,370−3.1% | Reduced |
| CRA Financial Services, LLC | 43,123 | $1.64M | 0.36% | −2,036−4.5% | Reduced |
| RDA Financial Network | 42,820 | $1.62M | 0.56% | +2,745+6.8% | Added |
| Westside Investment Management, Inc. | 42,831 | $1.62M | 0.39% | +80+0.2% | Added |
| Leonteq Securities AG | 42,736 | $1.62M | 0.22% | +41,221+2,720.9% | Added |