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, Q2 2024
Institutional positions in Bank of America Corp as of Jun 30, 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
- 2,956
- +68 vs. Q1 2024
- Shares held
- 5.64B
- +13.2M (+0.2%) vs. Q1 2024
- Total value
- $224.3B
- +$11.1B (+5.2%) vs. Q1 2024
- New holders
- 199
- 1,166 more added
- Sold out
- 131
- 1,256 more reduced
37 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marino, Stram & Associates LLC | 13,023 | $517.9K | 0.13% | −4,107−24.0% | Reduced |
| Thrive Capital Management, LLC | 13,053 | $519.1K | 0.24% | −40.0% | Reduced |
| Silver Lake Advisory, LLC | 13,079 | $520.2K | 0.23% | +759+6.2% | Added |
| Gemmer Asset Management LLC | 13,089 | $520.5K | 0.06% | +37+0.3% | Added |
| Founders Financial Securities LLC | 13,137 | $522.5K | 0.05% | +5,390+69.6% | Added |
| First American Trust, FSB | 13,139 | $522.5K | 0.05% | +731+5.9% | Added |
| True Vision MN LLC | 13,141 | $522.6K | 0.34% | +13,141 | New |
| Weik Capital Management | 13,155 | $523.2K | 0.22% | −200−1.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 13,155 | $523.2K | 0.24% | +4,119+45.6% | Added |
| Morton Brown Family Wealth, LLC | 12,197 | $524.6K | 0.21% | +456+3.9% | Added |
| Intrua Financial, LLC | 13,197 | $524.8K | 0.09% | −6,961−34.5% | Reduced |
| Eagle Harbor Asset Management Inc | 13,200 | $525.0K | 0.56% | −418−3.1% | Reduced |
| WealthShield Partners, LLC | 13,213 | $525.5K | 0.08% | −213−1.6% | Reduced |
| Optimum Investment Advisors | 13,222 | $525.9K | 0.24% | −95−0.7% | Reduced |
| Florida Financial Advisors, LLC | 13,235 | $526.5K | 0.32% | +2,481+23.1% | Added |
| Revolve Wealth Partners, LLC | 13,265 | $527.5K | 0.09% | +368+2.9% | Added |
| New Covenant Trust Company, N.A. | 12,326 | $528.8K | 0.61% | −733−5.6% | Reduced |
| Aristotle Capital Management, LLC | 13,300 | $528.9K | 0.00% | 00.0% | Unchanged |
| Brandywine Trust Co | 13,326 | $530.0K | 0.09% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 13,337 | $530.4K | 0.10% | +45+0.3% | Added |
| Great Diamond Partners, LLC | 13,446 | $534.7K | 0.13% | −1,283−8.7% | Reduced |
| Bay Rivers Group | 13,466 | $535.5K | 0.28% | +770+6.1% | Added |
| M3 Advisory Group, LLC | 13,592 | $540.5K | 0.45% | +44+0.3% | Added |
| Garden State Investment Advisory Services LLC | 13,589 | $540.9K | 0.19% | −411−2.9% | Reduced |
| Hanover Advisors Inc | 13,604 | $541.0K | 0.24% | −67−0.5% | Reduced |
| DT Investment Partners, LLC | 13,635 | $542.3K | 0.05% | +3,714+37.4% | Added |
| Ausdal Financial Partners, Inc. | 13,637 | $542.3K | 0.06% | −381−2.7% | Reduced |
| Chicago Capital, LLC | 13,673 | $543.8K | 0.02% | −417−3.0% | Reduced |
| Sym Financial Corp | 13,729 | $546.0K | 0.09% | +13,729 | New |
| Lakeshore Financial Planning, Inc. | 13,752 | $546.9K | 0.27% | −878−6.0% | Reduced |
| Apexium Financial, LP | 13,799 | $548.8K | 0.04% | +246+1.8% | Added |
| Benedict Financial Advisors Inc | 13,816 | $549.5K | 0.14% | −2,501−15.3% | Reduced |
| Activest Wealth Management | 13,881 | $552.1K | 0.18% | +12,006+640.3% | Added |
| Ferguson Wellman Capital Management, Inc | 13,909 | $553.1K | 0.01% | −1,180−7.8% | Reduced |
| New Century Financial Group, LLC | 13,917 | $553.5K | 0.24% | +13,917 | New |
| Visionary Horizons, LLC | 13,930 | $554.0K | 0.41% | −802−5.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 14,276 | $556.8K | 0.02% | −75,115−84.0% | Reduced |
| Stanley-Laman Group, Ltd. | 14,000 | $556.8K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 14,018 | $557.5K | 0.03% | +4,087+41.2% | Added |
| WESPAC Advisors, LLC | 14,018 | $557.5K | 0.44% | −48−0.3% | Reduced |
| Cladis Investment Advisory, LLC | 14,022 | $557.7K | 0.40% | −2,598−15.6% | Reduced |
| Maiden Cove Capital, LLC | 14,864 | $557.7K | 1.21% | +14,864 | New |
| HBW Advisory Services LLC | 14,033 | $558.1K | 0.09% | −1,418−9.2% | Reduced |
| Vicus Capital | 14,036 | $558.2K | 0.05% | +1,967+16.3% | Added |
| Bridgewealth Advisory Group, LLC | 14,125 | $561.7K | 0.25% | +35+0.2% | Added |
| Rice Partnership, LLC | 14,160 | $563.1K | 0.12% | +414+3.0% | Added |
| Archer Investment Corp | 14,182 | $564.0K | 0.16% | +608+4.5% | Added |
| Lantz Financial LLC | 14,215 | $565.3K | 0.18% | +206+1.5% | Added |
| Opal Wealth Advisors, LLC | 14,234 | $566.1K | 0.18% | +1,696+13.5% | Added |
| Hudock, Inc. | 14,246 | $566.6K | 0.11% | +70+0.5% | Added |
| Advanced Portfolio Management, LLC | 14,250 | $566.7K | 0.39% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 14,334 | $570.1K | 0.40% | +155+1.1% | Added |
| Petix & Botte Co | 14,334 | $570.1K | 0.16% | +7,167+100.0% | Added |
| Patron Partners Advisors, LLC | 14,349 | $570.7K | 0.34% | −936−6.1% | Reduced |
| Jefferies Financial Group Inc. | 14,408 | $573.0K | 0.01% | −27,464−65.6% | Reduced |
| Sheets Smith Wealth Management | 14,438 | $574.2K | 0.07% | +9+0.1% | Added |
| Sara-Bay Financial | 14,448 | $574.6K | 0.23% | +4,350+43.1% | Added |
| Bond & Devick Financial Network, Inc. | 14,465 | $575.3K | 0.31% | 00.0% | Unchanged |
| Financial Management Network Inc | 14,245 | $575.7K | 0.14% | +41+0.3% | Added |
| Tiemann Investment Advisors, LLC | 14,475 | $575.7K | 0.26% | +625+4.5% | Added |
| Sivia Capital Partners, LLC | 14,496 | $576.5K | 0.39% | −2,121−12.8% | Reduced |
| ORG Partners LLC | 14,440 | $577.8K | 0.07% | +14,232+6,842.3% | Added |
| Alexander Labrunerie & Co., Inc. | 14,562 | $579.1K | 0.31% | +410+2.9% | Added |
| First National Bank of Omaha | 14,576 | $579.7K | 0.04% | +2,892+24.8% | Added |
| KMG Fiduciary Partners, LLC | 14,591 | $580.3K | 0.06% | +30.0% | Added |
| Integrity Financial Corp | 14,635 | $582.0K | 0.36% | +2,178+17.5% | Added |
| Raleigh Capital Management Inc. | 14,674 | $583.6K | 0.25% | +888+6.4% | Added |
| MSH Capital Advisors LLC | 14,701 | $584.7K | 0.20% | +270+1.9% | Added |
| Towercrest Capital Management | 14,717 | $585.3K | 0.10% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 14,792 | $588.3K | 0.24% | +135+0.9% | Added |
| Saiph Capital, LLC | 105,495 | $589.9K | 0.26% | +565+0.5% | Added |
| Cary Street Partners Asset Management LLC | 14,835 | $590.0K | 0.09% | +897+6.4% | Added |
| Citizens National Bank Trust Department | 14,850 | $590.6K | 0.13% | −50−0.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 14,851 | $590.6K | 0.07% | +311+2.1% | Added |
| SRS Capital Advisors, Inc. | 14,907 | $592.9K | 0.06% | +4,032+37.1% | Added |
| Drucker Wealth 3.0, LLC | 14,933 | $593.9K | 0.16% | +14,933 | New |
| Richard W. Paul & Associates, LLC | 14,946 | $594.4K | 0.23% | −255−1.7% | Reduced |
| SkyView Investment Advisors, LLC | 14,957 | $595.0K | 0.11% | +1,783+13.5% | Added |
| Permanent Capital Management, LP | 12,575 | $595.0K | 0.12% | +12,575 | New |
| Farmers Trust Co | 14,970 | $595.4K | 0.12% | −1,406−8.6% | Reduced |
| Girard Partners Ltd. | 14,980 | $595.8K | 0.06% | −4,644−23.7% | Reduced |
| Brasada Capital Management, LP | 15,000 | $596.5K | 0.11% | −7,500−33.3% | Reduced |
| Altiora Financial Group, LLC | 15,010 | $596.9K | 0.14% | 00.0% | Unchanged |
| Spinnaker Trust | 15,022 | $597.4K | 0.04% | −51−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 15,027 | $597.6K | 0.21% | −777−4.9% | Reduced |
| Transatlantique Private Wealth LLC | 15,042 | $598.2K | 0.24% | −178−1.2% | Reduced |
| Wambolt & Associates, LLC | 15,017 | $600.8K | 0.17% | −1,282−7.9% | Reduced |
| Gifford Fong Associates | 15,147 | $602.0K | 0.16% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 15,178 | $603.6K | 0.60% | +15,178 | New |
| Summit Global Investments | 15,189 | $604.0K | 0.04% | −4,652−23.4% | Reduced |
| Encompass Wealth Advisors, LLC | 15,214 | $605.1K | 0.16% | +10.0% | Added |
| Maia Wealth LLC | 14,470 | $606.2K | 0.18% | +14,470 | New |
| Ascent Wealth Partners, LLC | 15,264 | $607.0K | 0.09% | −1,239−7.5% | Reduced |
| Foster & Motley Inc | 15,315 | $609.0K | 0.04% | +45+0.3% | Added |
| Boston Mountain Money Management Inc | 15,317 | $609.1K | 0.40% | −77−0.5% | Reduced |
| CFO4Life Group, LLC | 15,332 | $609.7K | 0.11% | +1,266+9.0% | Added |
| Kowal Investment Group, LLC | 15,344 | $610.2K | 0.12% | +766+5.3% | Added |
| Barry Investment Advisors, LLC | 15,353 | $610.6K | 0.21% | −344−2.2% | Reduced |
| TRUE Private Wealth Advisors | 15,408 | $612.8K | 0.07% | −339−2.2% | Reduced |
| Qube Research & Technologies Ltd | 15,417 | $613.1K | 0.00% | −126,626−89.1% | Reduced |