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
- 2,955
- +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
- 1,255 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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 15,427 | $613.5K | 0.20% | +40+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 13,910 | $613.8K | 0.05% | −1,257−8.3% | Reduced |
| Gryphon Financial Partners LLC | 15,438 | $614.0K | 0.09% | +3,668+31.2% | Added |
| Tyche Wealth Partners LLC | 15,468 | $615.1K | 0.15% | −1,635−9.6% | Reduced |
| Inceptionr LLC | 15,486 | $615.9K | 0.17% | +15,486 | New |
| City State Bank | 15,487 | $615.9K | 0.25% | −447−2.8% | Reduced |
| Canvas Wealth Advisors, LLC | 14,923 | $616.0K | 0.19% | −4,355−22.6% | Reduced |
| AIMZ Investment Advisors, LLC | 15,500 | $616.4K | 0.22% | −3,589−18.8% | Reduced |
| Enterprise Bank & Trust Co | 15,573 | $619.3K | 0.21% | −100−0.6% | Reduced |
| Concord Asset Management, LLC | 15,574 | $619.4K | 0.15% | −32,830−67.8% | Reduced |
| Sittner & Nelson, LLC | 15,589 | $620.0K | 0.31% | +30.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,591 | $620.0K | 0.24% | +15,591 | New |
| RiverFront Investment Group, LLC | 15,610 | $620.8K | 0.02% | +273+1.8% | Added |
| Knollwood Investment Advisory, LLC | 15,638 | $621.9K | 0.07% | +15,638 | New |
| WealthTrust Axiom LLC | 15,642 | $622.1K | 0.21% | −207−1.3% | Reduced |
| First Citizens Financial Corp | 15,652 | $622.5K | 0.37% | 00.0% | Unchanged |
| Sky Investment Group LLC | 15,654 | $622.6K | 0.12% | −516−3.2% | Reduced |
| William B. Walkup & Associates, Inc. | 15,678 | $623.5K | 0.41% | +15,678 | New |
| Harvey Investment Co LLC | 15,686 | $624.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 15,694 | $624.1K | 0.39% | −150−0.9% | Reduced |
| Unique Wealth Strategies, LLC | 16,479 | $624.9K | 0.29% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 15,722 | $625.3K | 0.32% | −20,635−56.8% | Reduced |
| Forza Wealth Management, LLC | 15,752 | $626.5K | 0.32% | +284+1.8% | Added |
| Addison Advisors LLC | 15,756 | $626.6K | 0.20% | +849+5.7% | Added |
| Duff & Phelps Investment Management Co | 15,783 | $627.7K | 0.01% | −63,635−80.1% | Reduced |
| LRI Investments, LLC | 15,783 | $627.7K | 0.07% | +4,174+36.0% | Added |
| Ledgewood Wealth Advisors, LLC | 15,824 | $629.3K | 0.54% | −366−2.3% | Reduced |
| Zullo Investment Group, Inc. | 15,842 | $630.1K | 0.28% | +1,011+6.8% | Added |
| General Partner, Inc. | 15,866 | $631.0K | 0.40% | +49+0.3% | Added |
| Enterprise Financial Services Corp | 15,871 | $631.2K | 0.39% | +65+0.4% | Added |
| Lion Street Advisors, LLC | 15,879 | $631.5K | 0.23% | +95+0.6% | Added |
| Frisch Financial Group, Inc. | 15,883 | $632.0K | 0.19% | +96+0.6% | Added |
| Northern Financial Advisors Inc | 15,911 | $632.8K | 0.51% | −173−1.1% | Reduced |
| C2C Wealth Management, LLC | 15,911 | $632.8K | 0.62% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15,929 | $633.5K | 0.03% | +3,949+33.0% | Added |
| Selective Wealth Management, Inc. | 15,374 | $636.8K | 0.28% | −1,288−7.7% | Reduced |
| Gilbert & Cook, Inc. | 16,024 | $637.3K | 0.09% | −1,346−7.7% | Reduced |
| Traynor Capital Management, Inc. | 16,025 | $637.3K | 0.05% | +109+0.7% | Added |
| Private Wealth Advisors | 15,935 | $637.6K | 0.28% | +44+0.3% | Added |
| Forte Capital LLC | 16,061 | $638.7K | 0.08% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 16,064 | $638.9K | 0.12% | +385+2.5% | Added |
| SYSTM Wealth Solutions LLC | 16,067 | $639.0K | 0.14% | −63,153−79.7% | Reduced |
| Vaughan David Investments LLC | 16,073 | $639.0K | 0.02% | −2,011−11.1% | Reduced |
| Cypress Asset Management Inc | 15,817 | $641.0K | 0.17% | +450+2.9% | Added |
| West Family Investments, Inc. | 16,159 | $642.6K | 0.19% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,223 | $645.2K | 0.05% | −924−5.4% | Reduced |
| WealthPlan Investment Management, LLC | 16,253 | $646.4K | 0.10% | +141+0.9% | Added |
| Cavalier Investments, LLC | 16,284 | $647.6K | 0.20% | +465+2.9% | Added |
| Westover Capital Advisors, LLC | 16,303 | $648.4K | 0.17% | +16,303 | New |
| Colonial Trust Co | 16,311 | $648.7K | 0.11% | +2,719+20.0% | Added |
| HHM Wealth Advisors, LLC | 16,314 | $648.8K | 0.10% | +284+1.8% | Added |
| Silvia McColl Wealth Management, LLC | 16,318 | $649.0K | 0.54% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 16,402 | $652.3K | 0.28% | −484−2.9% | Reduced |
| First Heartland Consultants, Inc. | 16,417 | $653.0K | 0.06% | −66−0.4% | Reduced |
| Black Cypress Capital Management, LLC | 16,439 | $653.8K | 0.62% | −131,546−88.9% | Reduced |
| Stonebrook Private Inc. | 16,460 | $654.6K | 0.19% | +1,084+7.0% | Added |
| Cornercap Investment Counsel Inc | 16,481 | $655.5K | 0.11% | −55,124−77.0% | Reduced |
| Muirfield Wealth Advisors LLC | 16,485 | $655.6K | 0.62% | +254+1.6% | Added |
| Staley Capital Advisers Inc | 16,500 | $656.2K | 0.03% | −49−0.3% | Reduced |
| Am Investment Strategies LLC | 16,528 | $657.0K | 0.16% | +18+0.1% | Added |
| MBL Wealth, LLC | 16,552 | $658.3K | 0.07% | +1,234+8.1% | Added |
| Pointe Capital Management LLC | 16,581 | $659.4K | 0.41% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 16,604 | $660.3K | 0.09% | +2,651+19.0% | Added |
| Ssi Investment Management LLC | 16,624 | $661.1K | 0.05% | −13−0.1% | Reduced |
| Geller Advisors LLC | 16,677 | $663.2K | 0.05% | +171+1.0% | Added |
| S.A. Mason LLC | 16,698 | $664.1K | 0.38% | −69−0.4% | Reduced |
| Garrison Point Advisors, LLC | 16,728 | $665.3K | 0.44% | −148−0.9% | Reduced |
| Spirepoint Private Client, LLC | 16,764 | $666.7K | 0.09% | −21−0.1% | Reduced |
| Blossom Wealth Management | 16,787 | $667.6K | 1.45% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 16,825 | $669.1K | 0.07% | +1,075+6.8% | Added |
| PBMares Wealth Management LLC | 16,835 | $669.5K | 0.16% | +1,330+8.6% | Added |
| New Millennium Group LLC | 16,847 | $670.0K | 0.44% | −1,940−10.3% | Reduced |
| JT Stratford LLC | 16,847 | $670.0K | 0.12% | −1,424−7.8% | Reduced |
| Smith, Moore & Co. | 16,849 | $670.1K | 0.07% | +1,540+10.1% | Added |
| Delta Asset Management LLC | 16,854 | $670.3K | 0.06% | −255−1.5% | Reduced |
| Capital Planning Advisors, LLC | 16,926 | $673.1K | 0.12% | −1,747−9.4% | Reduced |
| Resonant Capital Advisors, LLC | 16,960 | $674.5K | 0.05% | +2,986+21.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 16,977 | $675.2K | 0.12% | −2,112−11.1% | Reduced |
| Prelude Capital Management, LLC | 17,010 | $676.5K | 0.06% | −22,105−56.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,054 | $678.2K | 0.41% | −6,962−29.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 20,182 | $679.5K | 0.14% | −3,127−13.4% | Reduced |
| Oxbow Advisors, LLC | 17,091 | $679.7K | 0.08% | +4,551+36.3% | Added |
| Whitener Capital Management, Inc. | 17,095 | $679.9K | 0.21% | +792+4.9% | Added |
| Life Planning Partners, Inc | 17,100 | $680.1K | 0.62% | −2,302−11.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 17,130 | $681.0K | 0.04% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 17,165 | $682.7K | 0.10% | +2,767+19.2% | Added |
| HTLF Bank | 17,172 | $682.9K | 0.08% | +60+0.4% | Added |
| Gateway Wealth Partners, LLC | 17,173 | $683.0K | 0.21% | +7,345+74.7% | Added |
| Verus Capital Partners, LLC | 17,177 | $683.1K | 0.07% | +999+6.2% | Added |
| Ignite Planners, LLC | 16,906 | $683.2K | 0.17% | −277−1.6% | Reduced |
| Albert D Mason Inc | 17,185 | $683.4K | 0.46% | −316−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,189 | $683.6K | 0.11% | −418−2.4% | Reduced |
| AllSquare Wealth Management LLC | 17,210 | $684.4K | 0.41% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 17,215 | $685.0K | 0.36% | −2,578−13.0% | Reduced |
| HF Advisory Group, LLC | 17,274 | $687.0K | 0.36% | +1,625+10.4% | Added |
| Marble Harbor Investment Counsel, LLC | 17,275 | $687.0K | 0.08% | −1,000−5.5% | Reduced |
| Interchange Capital Partners, LLC | 17,292 | $687.7K | 0.25% | +8,559+98.0% | Added |
| Venturi Wealth Management, LLC | 17,306 | $688.3K | 0.04% | +2,236+14.8% | Added |
| Evernest Financial Advisors, LLC | 17,306 | $688.3K | 0.31% | +412+2.4% | Added |
| Semmax Financial Advisors Inc. | 17,921 | $689.2K | 0.21% | +1,694+10.4% | Added |