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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 217,992 | $8.27M | 1.70% | +2,451+1.1% | Added |
| Laurel Wealth Advisors LLC | 217,922 | $8.26M | 1.42% | −1,994−0.9% | Reduced |
| Wedbush Securities Inc | 217,910 | $8.26M | 0.31% | +10,888+5.3% | Added |
| DCM Advisors, LLC | 217,754 | $8.26M | 3.40% | −22,554−9.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 221,794 | $8.21M | 1.63% | −148,937−40.2% | Reduced |
| Borer Denton & Associates, Inc. | 214,152 | $8.12M | 2.87% | −5,075−2.3% | Reduced |
| Silicon Valley Capital Partners | 213,255 | $8.09M | 1.21% | +36,016+20.3% | Added |
| Altrafin AG | 213,000 | $8.08M | 2.93% | −2,000−0.9% | Reduced |
| Cambridge Financial Group, Inc. | 212,871 | $8.07M | 3.58% | −3,620−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 212,590 | $8.06M | 0.68% | +3,632+1.7% | Added |
| Advisory Services Network, LLC | 209,799 | $7.96M | 0.18% | +5,806+2.8% | Added |
| Atalanta Sosnoff Capital, LLC | 209,619 | $7.95M | 0.18% | +17,330+9.0% | Added |
| Great Lakes Retirement, Inc. | 209,197 | $7.93M | 1.17% | +10,553+5.3% | Added |
| German American Bancorp, Inc. | 209,138 | $7.93M | 0.95% | +72,841+53.4% | Added |
| tru Independence LLC | 207,754 | $7.88M | 2.32% | −4,169−2.0% | Reduced |
| Moneta Group Investment Advisors LLC | 207,305 | $7.86M | 0.13% | +16,825+8.8% | Added |
| Wallington Asset Management, LLC | 207,098 | $7.85M | 1.23% | +14,440+7.5% | Added |
| Greatmark Investment Partners, Inc. | 206,644 | $7.84M | 1.11% | −22,766−9.9% | Reduced |
| Worldquant Millennium Advisors LLC | 206,445 | $7.83M | 0.10% | +144,842+235.1% | Added |
| Resources Investment Advisors, LLC. | 206,121 | $7.82M | 0.12% | +11,018+5.6% | Added |
| Hennessy Advisors Inc | 204,500 | $7.75M | 0.33% | −20,800−9.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 204,474 | $7.75M | 0.44% | +13,462+7.0% | Added |
| Everence Capital Management Inc | 204,460 | $7.75M | 0.51% | 00.0% | Unchanged |
| United Services Automobile Association | 204,028 | $7.74M | 0.19% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 203,926 | $7.74M | 0.21% | +126,408+163.1% | Added |
| Phraction Management LLC | 203,836 | $7.73M | 3.03% | −5,195−2.5% | Reduced |
| Consolidated Investment Group LLC | 202,013 | $7.66M | 1.24% | 00.0% | Unchanged |
| Independent Advisor Alliance | 201,893 | $7.66M | 0.28% | −146,484−42.0% | Reduced |
| Udine Wealth Management, Inc. | 201,882 | $7.66M | 5.35% | +466+0.2% | Added |
| Tower Research Capital LLC (TRC) | 201,402 | $7.64M | 0.18% | −835,934−80.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 211,927 | $7.62M | 2.95% | +339+0.2% | Added |
| Sierra Capital LLC | 200,747 | $7.61M | 1.00% | +150,190+297.1% | Added |
| Blue Investment Partners LLC | 200,479 | $7.60M | 3.96% | 00.0% | Unchanged |
| Viking Fund Management LLC | 200,000 | $7.58M | 1.37% | −30,000−13.0% | Reduced |
| World Equity Group, Inc. | 199,070 | $7.55M | 1.55% | −6,832−3.3% | Reduced |
| Intech Investment Management LLC | 199,105 | $7.55M | 0.11% | −83,420−29.5% | Reduced |
| Empowered Funds, LLC | 198,687 | $7.53M | 0.14% | +26,994+15.7% | Added |
| First Hawaiian Bank | 198,325 | $7.52M | 0.23% | +6,726+3.5% | Added |
| Trustmark National Bank Trust Department | 197,327 | $7.48M | 0.61% | −2,823−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 195,194 | $7.48M | 0.27% | −2,780−1.4% | Reduced |
| Bridge Creek Capital Management LLC | 197,146 | $7.48M | 2.39% | +2,255+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 197,107 | $7.47M | 0.32% | +2,321+1.2% | Added |
| Warren Averett Asset Management, LLC | 197,024 | $7.47M | 0.18% | +5,793+3.0% | Added |
| Boothe Investment Group, Inc. | 196,418 | $7.45M | 3.76% | +131+0.1% | Added |
| Pavion Blue Capital, LLC | 195,999 | $7.43M | 3.68% | −523−0.3% | Reduced |
| Vestcor Inc | 195,877 | $7.43M | 0.25% | −52,238−21.1% | Reduced |
| Van Den Berg Management I, Inc | 195,230 | $7.40M | 2.17% | +570.0% | Added |
| Wetherby Asset Management Inc | 193,920 | $7.35M | 0.35% | +3,515+1.8% | Added |
| TB Alternative Assets Ltd. | 193,000 | $7.32M | 1.83% | −45,700−19.1% | Reduced |
| Vontobel Holding Ltd. | 192,601 | $7.30M | 0.06% | −70,001−26.7% | Reduced |
| Advisors Asset Management, Inc. | 191,130 | $7.25M | 0.14% | −22,737−10.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 190,306 | $7.22M | 0.10% | −74,721−28.2% | Reduced |
| Dakota Wealth Management | 190,243 | $7.21M | 0.18% | +2,306+1.2% | Added |
| La Banque Postale Asset Management SA | 190,084 | $7.21M | 0.29% | −1,115,214−85.4% | Reduced |
| First National Trust Co | 189,475 | $7.18M | 0.29% | −9,571−4.8% | Reduced |
| Rakuten Investment Management, Inc. | 187,509 | $7.11M | 0.05% | +170,291+989.0% | Added |
| Kerrisdale Advisers, LLC | 187,229 | $7.10M | 2.23% | −21,070−10.1% | Reduced |
| Brinker Capital Investments, LLC | 187,026 | $7.09M | 0.08% | +1,998+1.1% | Added |
| Orion Portfolio Solutions, LLC | 187,026 | $7.09M | 0.08% | +1,998+1.1% | Added |
| Perigon Wealth Management, LLC | 186,420 | $7.07M | 0.21% | −40,163−17.7% | Reduced |
| National Asset Management, Inc. | 256,915 | $7.03M | 0.19% | +22,342+9.5% | Added |
| Goelzer Investment Management, Inc. | 184,787 | $7.01M | 0.40% | +4,206+2.3% | Added |
| River Wealth Advisors LLC | 183,440 | $6.96M | 1.01% | +3,692+2.1% | Added |
| First American Bank | 182,789 | $6.93M | 0.52% | +13,906+8.2% | Added |
| PFG Investments, LLC | 181,797 | $6.89M | 0.42% | +136,798+304.0% | Added |
| Webster Bank, N. A. | 181,006 | $6.86M | 0.77% | +14,003+8.4% | Added |
| Fusion Capital, LLC | 180,835 | $6.86M | 3.14% | +7,667+4.4% | Added |
| Fagan Associates, Inc. | 180,656 | $6.85M | 1.28% | +6,468+3.7% | Added |
| Azimuth Capital Investment Management LLC | 180,136 | $6.83M | 0.28% | −23,282−11.4% | Reduced |
| Shikiar Asset Management Inc | 179,970 | $6.82M | 1.99% | −27,224−13.1% | Reduced |
| Harvey Capital Management Inc | 178,800 | $6.78M | 1.98% | −1,900−1.1% | Reduced |
| Ziegler Capital Management, LLC | 178,935 | $6.77M | 0.26% | −209,181−53.9% | Reduced |
| Fred Alger Management, LLC | 178,432 | $6.77M | 0.03% | +21,462+13.7% | Added |
| Nicholas Investment Partners, LP | 177,313 | $6.72M | 0.69% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 177,201 | $6.72M | 0.47% | +95,737+117.5% | Added |
| Tokio Marine Asset Management Co Ltd | 177,020 | $6.71M | 0.34% | +16,943+10.6% | Added |
| Ariel Investments, LLC | 176,881 | $6.71M | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 175,876 | $6.67M | 0.12% | +14,627+9.1% | Added |
| Lockheed Martin Investment Management Co | 194,390 | $6.66M | 0.48% | −279,110−58.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 153,408 | $6.64M | 0.30% | +153,408 | New |
| Stolper Co | 175,165 | $6.64M | 2.40% | +618+0.4% | Added |
| NEOS Investment Management LLC | 173,925 | $6.60M | 0.41% | +76,339+78.2% | Added |
| Resources Management Corp | 172,999 | $6.56M | 0.96% | −5,420−3.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 172,900 | $6.56M | 0.31% | +23,830+16.0% | Added |
| Signaturefd, LLC | 171,307 | $6.50M | 0.14% | +5,427+3.3% | Added |
| Intrust Bank NA | 171,130 | $6.49M | 0.70% | −1,576−0.9% | Reduced |
| Asio Capital, LLC | 169,847 | $6.48M | 1.38% | +1,254+0.7% | Added |
| Buffington Mohr McNeal | 170,217 | $6.45M | 1.17% | +6,903+4.2% | Added |
| Roanoke Asset Management Corp | 169,983 | $6.45M | 2.11% | −155−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 169,379 | $6.42M | 0.14% | 00.0% | Unchanged |
| Diversified Trust Co | 168,915 | $6.41M | 0.19% | +26,145+18.3% | Added |
| Jacobi Capital Management LLC | 168,602 | $6.39M | 0.59% | −2,810−1.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 168,244 | $6.38M | 4.05% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 168,156 | $6.38M | 2.17% | −101,234−37.6% | Reduced |
| Baldwin Brothers Inc | 167,290 | $6.34M | 0.48% | −7,904−4.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 166,568 | $6.32M | 0.85% | −13,792−7.6% | Reduced |
| Ritholtz Wealth Management | 166,419 | $6.31M | 0.22% | +10,106+6.5% | Added |
| Unison Asset Management LLC | 165,812 | $6.29M | 3.29% | −1,349−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 165,748 | $6.29M | 0.18% | +22,595+15.8% | Added |
| Ameritas Investment Partners, Inc. | 165,200 | $6.26M | 0.21% | −3,446−2.0% | Reduced |