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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 165,095 | $6.26M | 0.35% | +32,000+24.0% | Added |
| Avantax Planning Partners, Inc. | 163,867 | $6.21M | 0.20% | +72,903+80.1% | Added |
| Boyar Asset Management Inc. | 163,461 | $6.20M | 4.04% | +5,973+3.8% | Added |
| Edge Capital Group, LLC | 163,054 | $6.18M | 0.31% | +10,902+7.2% | Added |
| Simplicity Wealth,LLC | 161,823 | $6.14M | 0.15% | +155,171+2,332.7% | Added |
| Icon Wealth Advisors, LLC | 161,626 | $6.13M | 0.57% | +18,777+13.1% | Added |
| Nomura Holdings Inc | 160,905 | $6.10M | 0.05% | −1,053,359−86.7% | Reduced |
| Alberta Investment Management Corp | 160,900 | $6.10M | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 160,459 | $6.08M | 0.09% | −493−0.3% | Reduced |
| Concord Investment Counsel Inc. | 160,195 | $6.07M | 2.19% | +160,195 | New |
| Pring Turner Capital Group Inc | 160,106 | $6.07M | 4.43% | +3,714+2.4% | Added |
| Northeast Investment Management | 159,520 | $6.05M | 0.30% | −3,519−2.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 159,350 | $6.04M | 0.07% | −325,100−67.1% | Reduced |
| Harvest Portfolios Group Inc. | 159,248 | $6.04M | 0.24% | +8,350+5.5% | Added |
| AIA Group Ltd | 159,142 | $6.03M | 0.20% | +91,955+136.9% | Added |
| Viewpoint Capital Management LLC | 159,109 | $6.03M | 3.84% | −1,350−0.8% | Reduced |
| Stamos Capital Partners, L.P. | 159,000 | $6.03M | 1.37% | −70,030−30.6% | Reduced |
| First Washington CORP | 158,602 | $6.01M | 2.30% | −180,692−53.3% | Reduced |
| Lincoln National Corp | 158,440 | $6.01M | 0.09% | +6,663+4.4% | Added |
| Woodstock Corp | 158,302 | $6.00M | 0.62% | −520−0.3% | Reduced |
| Kempner Capital Management Inc. | 158,088 | $6.00M | 3.25% | −100.0% | Reduced |
| Hoey Investments, Inc | 157,718 | $5.98M | 1.33% | −5,062−3.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 156,541 | $5.94M | 0.25% | +3,078+2.0% | Added |
| Lincluden Management Ltd | 156,092 | $5.92M | 0.70% | −1,974−1.2% | Reduced |
| Fundamentun, LLC | 155,760 | $5.91M | 0.58% | −3,912−2.5% | Reduced |
| Gibraltar Capital Management, Inc. | 155,698 | $5.90M | 2.75% | −14,144−8.3% | Reduced |
| SpiderRock Advisors, LLC | 163,797 | $5.90M | 0.19% | +163,797 | New |
| Veriti Management LLC | 154,881 | $5.87M | 0.44% | +14,951+10.7% | Added |
| Twin Capital Management Inc | 154,747 | $5.87M | 0.73% | −52,378−25.3% | Reduced |
| Means Investment Co., Inc. | 153,200 | $5.81M | 0.75% | −12,255−7.4% | Reduced |
| Atom Investors LP | 153,183 | $5.81M | 0.73% | +77,162+101.5% | Added |
| Red Door Wealth Management, LLC | 153,073 | $5.80M | 1.12% | +5,271+3.6% | Added |
| Snowden Capital Advisors LLC | 151,366 | $5.74M | 0.18% | +25,951+20.7% | Added |
| Baugh & Associates, LLC | 150,454 | $5.71M | 3.04% | −176−0.1% | Reduced |
| Boston Private Wealth LLC | 150,099 | $5.69M | 0.13% | −60.0% | Reduced |
| Patton Albertson Miller Group, LLC | 149,070 | $5.65M | 0.85% | +15,658+11.7% | Added |
| Sendero Wealth Management, LLC | 148,832 | $5.64M | 0.97% | +87,325+142.0% | Added |
| Congress Wealth Management LLC | 148,139 | $5.62M | 0.10% | −26,782−15.3% | Reduced |
| Black Cypress Capital Management, LLC | 147,985 | $5.61M | 5.25% | +147,985 | New |
| Creative Financial Designs Inc | 147,156 | $5.58M | 0.53% | −1,666−1.1% | Reduced |
| Bleakley Financial Group, LLC | 146,462 | $5.55M | 0.16% | +7,828+5.6% | Added |
| Concurrent Investment Advisors, LLC | 146,033 | $5.54M | 0.23% | +5,337+3.8% | Added |
| Aldebaran Capital, LLC | 145,875 | $5.53M | 5.27% | −5,870−3.9% | Reduced |
| Greenleaf Trust | 145,128 | $5.50M | 0.05% | +7,935+5.8% | Added |
| BKD Wealth Advisors, LLC | 145,097 | $5.50M | 0.14% | +4,392+3.1% | Added |
| Inlet Private Wealth, LLC | 144,970 | $5.50M | 1.54% | −200−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 144,064 | $5.46M | 0.71% | +34,349+31.3% | Added |
| Boston Financial Mangement LLC | 143,808 | $5.45M | 0.17% | −9,256−6.0% | Reduced |
| Maltese Capital Management LLC | 143,500 | $5.44M | 1.05% | +58,500+68.8% | Added |
| Qube Research & Technologies Ltd | 142,043 | $5.39M | 0.01% | −121,162−46.0% | Reduced |
| Courier Capital LLC | 141,886 | $5.38M | 0.39% | −1,086−0.8% | Reduced |
| Hodges Capital Management Inc. | 141,461 | $5.36M | 0.34% | +37,430+36.0% | Added |
| Lynch & Associates | 140,861 | $5.34M | 1.23% | −3,092−2.1% | Reduced |
| Capricorn Fund Managers Ltd | 140,193 | $5.32M | 3.20% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 139,879 | $5.30M | 0.22% | −1,081−0.8% | Reduced |
| Whalerock Point Partners, LLC | 139,548 | $5.29M | 1.44% | −7,876−5.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 139,404 | $5.29M | 0.06% | −202,872−59.3% | Reduced |
| McGinn Investment Management, Inc. | 139,064 | $5.27M | 3.46% | +2,095+1.5% | Added |
| Focused Wealth Management, Inc | 138,648 | $5.26M | 0.82% | +1,624+1.2% | Added |
| Apollon Wealth Management, LLC | 138,495 | $5.25M | 0.17% | +4,315+3.2% | Added |
| Park National Corp | 137,894 | $5.23M | 0.20% | −9,690−6.6% | Reduced |
| Gotham Asset Management, LLC | 137,437 | $5.21M | 0.08% | −1,967−1.4% | Reduced |
| RSM US Wealth Management LLC | 137,399 | $5.21M | 0.13% | −1,108−0.8% | Reduced |
| Manatuck Hill Partners, LLC | 135,637 | $5.14M | 2.26% | +14,439+11.9% | Added |
| Arrow Financial Corp | 135,415 | $5.13M | 0.51% | −2,565−1.9% | Reduced |
| Check Capital Management Inc | 135,408 | $5.13M | 0.38% | −1,698−1.2% | Reduced |
| Plato Investment Management Ltd | 135,308 | $5.13M | 0.53% | +126,969+1,522.6% | Added |
| Moors & Cabot, Inc. | 135,042 | $5.12M | 0.28% | +666+0.5% | Added |
| Capital Insight Partners, LLC | 134,178 | $5.09M | 0.95% | −578−0.4% | Reduced |
| SevenBridge Financial Group, LLC | 136,578 | $5.09M | 1.15% | −5,530−3.9% | Reduced |
| Shelton Capital Management | 133,863 | $5.08M | 0.15% | −11,275−7.8% | Reduced |
| TCW Group Inc | 133,528 | $5.06M | 0.05% | −16,209−10.8% | Reduced |
| Winning Points Advisors, LLC | 150,349 | $5.06M | 7.80% | 00.0% | Unchanged |
| Harbor Island Capital LLC | 132,526 | $5.03M | 2.30% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 132,332 | $5.02M | 1.91% | −59,079−30.9% | Reduced |
| Asset Planning Services Inc | 132,325 | $5.02M | 2.80% | +2,201+1.7% | Added |
| Kinneret Advisory, LLC | 132,019 | $5.01M | 0.50% | −412−0.3% | Reduced |
| Merit Financial Group, LLC | 134,332 | $5.00M | 0.12% | +28,236+26.6% | Added |
| Rothschild Investment LLC | 131,803 | $5.00M | 0.36% | −1,311−1.0% | Reduced |
| Twin Tree Management, LP | 131,721 | $4.99M | 0.11% | −2,473,133−94.9% | Reduced |
| TD Private Client Wealth LLC | 131,704 | $4.99M | 0.16% | +13,824+11.7% | Added |
| Ballentine Partners, LLC | 131,326 | $4.98M | 0.09% | +6,727+5.4% | Added |
| Horizon Investments, LLC | 131,208 | $4.98M | 0.13% | +4,554+3.6% | Added |
| Fayez Sarofim & Co | 130,045 | $4.93M | 0.01% | −5,735−4.2% | Reduced |
| EULAV Asset Management | 130,000 | $4.93M | 0.14% | −20,000−13.3% | Reduced |
| Ally Financial Inc. | 130,000 | $4.93M | 0.67% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 129,362 | $4.91M | 0.67% | −9,566−6.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 128,688 | $4.88M | 4.01% | +233+0.2% | Added |
| Mandatum Life Insurance Co Ltd | 128,110 | $4.86M | 1.62% | 00.0% | Unchanged |
| apricus wealth, LLC | 127,995 | $4.85M | 3.41% | −2,235−1.7% | Reduced |
| Hudson Capital Management LLC | 127,942 | $4.85M | 1.67% | −467−0.4% | Reduced |
| Carret Asset Management, LLC | 126,626 | $4.80M | 0.57% | −6,331−4.8% | Reduced |
| GHP Investment Advisors, Inc. | 126,325 | $4.79M | 0.24% | +357+0.3% | Added |
| DCF Advisers, LLC | 125,350 | $4.75M | 2.87% | −3,400−2.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 124,988 | $4.74M | 1.18% | −3,119−2.4% | Reduced |
| Diversify Advisory Services, LLC | 126,055 | $4.73M | 0.28% | +126,055 | New |
| Front Street Capital Management, Inc. | 124,298 | $4.69M | 0.88% | −10,978−8.1% | Reduced |
| Level Four Advisory Services, LLC | 139,177 | $4.69M | 0.26% | +6,042+4.5% | Added |
| Altrius Capital Management Inc | 123,548 | $4.68M | 1.18% | +8,774+7.6% | Added |
| SOL Capital Management CO | 123,477 | $4.68M | 0.59% | −7,120−5.5% | Reduced |